HomeMy WebLinkAbout10 WQMP REVIEW SVCS 02-17-04
AGENDA REPORT
Agenda Item
Reviewed: ~
City Manager
Finance Director
10
MEETING DATE:
FEBRUARY 17, 2004
TO:
FROM:
WILLIAM HUSTON, CITY MANAGER
COMMUNITY DEVELOPMENT DEPARTMENT
SUBJECT:
AUTHORIZATION FOR PROFESSIONAL BUILDING PLAN REVIEW AND
INSPECTION SERVICES, GRADING AND PRIVATE IMPROVEMENT PLAN
REVIEW AND INSPECTION SERVICES, WQMP REVIEW SERVICES AND
PLANNING SERVICES
RECOMMENDATION
That the City Council approve the consultant services agreements with the companies
of Scott Fazekas & Associates Inc., CSG Consultants Inc., Willdan, P&D Consultants
Inc., and Berryman & Henigar and authorize the Community Development Director to
execute said agreements subject to final approval of the contracts by the City Attorney's
office.
FISCAL IMPACT
Consultant services for plan checking and inspections are used by the Community
Development Department on an as-needed basis. The consultants' fees are paid from
fees collected by the City for either plan check, inspections or other planning related
services. The consultant's fee is a percentage of the fee collected by the City with the
remaining portion of the fee used to cover administrative and overhead costs of the City.
Therefore, the costs of consultant services are fully paid by the project applicant.
DISCUSSION
The Community Development Department operates with staff sufficient in size to handle
routine building and planning activities. The ongoing development in the Pacific Center
East Specific Plan area and the anticipated activity in the Tustin Legacy will require
additional staffing and the need for specialized services into the foreseeable future. The
contracted services include plan review and inspection of buildings, grading, private
improvement services, planning related services, and water quality management plan
(WQMP) review services which are required by the City's NPDES Permit.
City Council Report
Building Consultant Agreements
Page 2
In September 2003, the Community Development Department sent a request for
proposals for plan check and inspection services to ten firms. All ten firms responded
with proposals. Each proposal was evaluated and each firm was interviewed in October
2003 by an outside panel. The evaluation criteria included experience, qualification,
methodology, quality assurance, conflict of interest, and cost of services. Based upon
the above criteria, the following firms have been determined by the panel to be the most
qualified to provide services for each category:
BUILDING PLAN REVIEW AND INSPECTIONS:
1) Scott Fazekas & Associates
2) CSG Consultants Inc.
3) Willdan
GRADING AND PRIVATE IMPROVEMENT PLAN REVIEW AND INSPECTIONS:
1) Willdan
2) P&D Consultants Inc.
WQMP REVIEW:
1) . Berryman & Henigar
There are several reasons for entering into multiple agreements for the same category
of service. It provides the flexibility to match a consultant's expertise to a unique
project, to assign projects in a manner that will ensure plan check time commitments
can be met, to accommodate multiple project submittals, and to encourage
competitiveness in performance and fees. The City does not incur any additional costs
by having multiple agreements. Given the need for additional planning consultant
services when development activity is high, the City will be able to use one of these
contracts when necessary to augment our professional staff.
Draft professional service contract agreements with each of the above firms are
attached. All service costs are recoverable and are designed as a percentage of the
City's collected plan check fees leaving adequate coverage for the City's administrative
cost of providing services.
-4~~~~
Elizabeth A. Binsack
Community Development Director
City Council Report
Building Consultant Agreements
Page 3 of 3
Attachment A: Consultant Services Agreement for Scott Fazekas & Associates
Attachment B: Consultant Services Agreement for CSG Consultants Inc.
Attachment C: Consultant Services Agreement for Willdan
Attachment D: Consultant Services Agreement for P&D Consultants Inc
Attachment E: Consultant Services Agreement for Berryman & Henigar
A TT ACHMENT A
Consultant Services Agreement/Scott Fazekas & Associates
CONSULTANT SERVICES AGREEMENT
This Agreement for Consultant Services (herein "Agreement"), is made and
entered into by and between the CITY OF TUSTIN, a municipal corporation ("City"), and
Scott Fazekas & Associates, Inc., a California Corporation ("Consultant").
WHEREAS, Consultant is qualified to provide the necessary services and has
agreed to provide such services; and
WHEREAS, Consultant has submitted to City a proposal, dated October 16, 2003,
a copy of which is attached hereto as Exhibit "A", and is by this reference incorporated
herein as though set forth in full hereto (the "Proposal").
NOW, THEREFORE, in consideration of the premises and mutual agreements
contained herein, City agrees to employ and does hereby employ Consultant and
Consultant agrees to provide consulting services as follows:
1.
SERVICES OF CONSULTANT
1.1 Scope of Services. In compliance with all terms and conditions of
this Agreement, Consultant shall provide those services specified in the "Proposal and
Scope of Services" attached hereto as Exhibit "A" and incorporated herein by this
reference, (the "services" or the "work"). Consultant warrants that all services shall be
performed in a competent, professional and satisfactory manner in accordance with all
standards prevalent in the industry. In the event of any inconsistency between the terms
contained in Exhibit "A" and the terms set forth in the main body of this Agreement, the
terms set forth in the main body of this Agreement shall govern.
1.2 Compliance with Law. All services rendered hereunder shall be
provided in accordance with all laws, ordinances, resolutions, statutes, rules, and
regulations of the City of Tustin and of any federal, state or local governmental agency of
competent jurisdiction.
1.3 Licenses and Permits. Consultant shall obtain at its sole cost and
expense such licenses, permits and approvals as may be required by law for the
performance of the services required by this Agreement.
1.4 Familiarity with Work. By executing this Contract, Consultant
warrants that Consultant (a) has thoroughly investigated and considered the work to be
performed, (b) has investigated the site of the work and become fully acquainted with the
conditions there existing, (c) has carefully considered how the work should be performed,
and (d) fully understands the facilities, difficulties and restrictions attending performance
of the work under this Agreement. Should the Consultant discover any latent or unknown
conditions materially differing from those inherent in the work or as represented by the
City, Consultant shall immediately inform City of such fact and shall not proceed with any
work except at Consultant's risk until written instructions are received from the Contract
Officer.
180912.1
Comm.Dev.lRDA
CA 2/2004
1.5 Care of Work. Consultant shall adopt and follow reasonable
procedures and methods during the term of the Agreement to prevent loss or damage to
materials, papers or other components of the work, and shall be responsible for all such
damage until acceptance of the work by City, except such loss or damages as may be
caused by City's own negligence.
1.6 Additional Services. Consultant shall perform services in addition to
those specified in the Proposal when directed to do so in writing by the Contract Officer,
provided that Consultant shall not be required to perform any additional services without
compensation. Any additional compensation not exceeding ten percent (10%) of the
original Contract sum must be approved in writing by the Contract Officer. Any greater
increase must be approved in writing by the City Manager.
1.7 Special Reauirements. Any additional terms and conditions of this
Agreement, are set forth in Exhibits "B" and "C" and are incorporated herein by this
reference. In the event of a conflict between the provisions of Exhibit "B" and "C" and any
other provision or provisions of this Agreement including Exhibit A, the provisions of
Exhibits "B" and "C" shall govern.
2.
COMPENSATION
2.1 Compensation of Consultant. For the services rendered pursuant to
this Agreement, the Consultant shall be compensated and reimbursed only such amount
as are prescribed in Exhibit C.
2.2 Method of Pavment. In any month in which Consultant wishes to
receive payment, Consultant shall no later than the first working day of such month,
submit to City in the form approved by City's Director of Finance, an invoice for services
rendered prior to the date of the invoice. City shall pay Consultant for all expenses stated
thereon which are approved by City consistent with this Agreement, no later than the last
working day of said month.
2.3 Chanaes. In the event any change or changes in the work is
requested by City, the parties hereto shall execute an addendum to this Agreement,
setting forth with particularity all terms of such addendum, including, but not limited to, any
additional Consultant's fees. Addenda may be entered into:
A. To provide for revisions or modifications to documents or
other work product or work when documents or other work product or work is required by
the enactment or revision of law subsequent to the preparation of any documents, other
work product or work;
B. To provide for additional services not included in this
Agreement or not customarily furnished in accordance with generally accepted practice in
Consultant's profession.
180912.1
2
Comm.Dev.lRDA
CA 2/2004
2.4 Pavment for Chanaes. Changes approved pursuant to an
Addendum shall be compensated at the personnel hourly rates prescribed in Exhibit "c"
hereto. Note: Exhibit "C" prohibits billing for travel.
3.
PERFORMANCE SCHEDULE
3.1
Time of Essence. Time is of the essence in the performance of this
Agreement.
3.2 Schedule of Performance. All services rendered pursuant to this
Agreement shall be performed within any time periods prescribed in any Schedule of
Performance attached hereto marked Exhibit "D". The extension of any time period
specified in the Exhibit "D" must be approved in writing by the Contract Officer.
3.3 Force Maieure. The time for performance of services to be rendered
pursuant to this Agreement may be extended because of any delays due to
unforeseeable causes beyond the control and without the fault or negligence of the
Consultant, including, but not restricted to, acts of God or of a public enemy, acts of the
government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes,
freight embargoes, and unusually severe weather if the Consultant shall within ten (10)
days of the commencement of such condition notify the Contract Officer who shall
thereupon ascertain the facts and the extent of any necessary delay, and extend the time
for performing the services for the period of the enforced delay when and if in the
Contract Officer's judgment such delay is justified, and the Contract Officer's
determination shall be final and conclusive upon the parties to this Agreement.
3.4 Term. Unless earlier terminated in accordance with Section 7.7 of
this Agreement, this Agreement shall continue in full force and effect until satisfactory
completion of the services but not exceeding one (1) year from the date hereof, unless
extended by mutual written agreement of the parties.
4.
COORDINATION OF WORK
4.1 Representative of Consultant. The following Principal of the
Consultant is hereby designated as being the principal and representative of Consultant
authorized to act in its behalf with respect to the work specified herein and make all
decisions in connection therewith: Scott Fazekas.
It is expressly understood that the experience, knowledge, capability
and reputation of the foregoing Principal is a substantial inducement for City to enter into
this Agreement. Therefore, the foregoing Principal shall be responsible during the term of
this Agreement for directing all activities of Consultant and devoting sufficient time to
personally supervise the services hereunder. The foregoing Principal may not be
changed by Consultant without the express written approval of City.
180912.1
3
Comm.Dev.lRDA
CA 2/2004
4.2 Contract Officer. The Contract Officer shall be the Director of
Community Development of City unless otherwise designated in writing by the City
Manager of City. The Co-Contract Officer shall be the Building Official. It shall be the
Consultant's responsibility to keep the Contract Officer, or the Co-Contract Officer in the
Contract Officer's absence, fully informed of the progress of the performance of the
services and Consultant shall refer any decisions which must be made by City to the
Contract Officer. Unless otherwise specified herein, any approval of City required
hereunder shall mean the approval of the Contract Officer or the Co-Contract Officer.
4.3 Prohibition Aaainst Subcontractina or Assianment. The experience,
knowledge, capability and reputation of Consultant, its principals and employees were a
substantial inducement for the City to enter into this Agreement. Therefore, Consultant
shall not contract with any other entity to perform in whole or in part the services required
hereunder without the express written approval of the City. In addition, neither this
Agreement nor any interest herein may be assigned or transferred, voluntarily or by
operation of law, without the prior written approval of City.
4.4 Independent Contractor. Neither the City nor any of its employees
shall have any control over the manner, mode or means by which Consultant, its agents
or employees perform the services required herein, except as otherwise set forth herein.
Consultant shall perform all services required herein as an independent contractor of City
and shall remain at all times as to City a wholly independent contractor with only such
obligations as are consistent with that role. Consultant shall not at any time or in any
manner represent that it or any of its agents or employees are agents or employees of
City. Consultant shall be solely responsible for compliance with State and Federal Law
with respect to the wages, hours, benefits, and working conditions of its employees,
including requirement for payroll deductions for taxes. Employees or independent
contractors of Consultant are not City employees.
5.
INSURANCE / INDEMNIFICATION
5.1
Insurance.
A. Consultant shall maintain in full force and effect during the
term of these Agreement policies of commercial general liability and automobile liability
insurance (each of which shall include property damage and bodily injury) and each with
limits of at least $1,000,000 combined single limit coverage per occurrence.
B. Consultant shall maintain in full force and effect during the
term of this Agreement a policy of professional liability insurance coverage with limits of at
least $1,000,000 combined single limit coverage per claim or per occurrence. If
Consultant provides claims made professional liability insurance, Consultant shall also
agree in writing either (1) to purchase tail insurance in the amount required by this
Agreement or to cover claims made within five (5) years of the completion of Consultant's
service under this Agreement, or (2) to maintain professional liability insurance coverage
with the same carrier in the amount required by this Agreement for at least five (5) years
after completion of Consultant's services under this Agreement. Consultant shall also
provide evidence to the City of the purchase of the required tail insurance or continuation
180912.1
4
Comm.Dev.lRDA
CA 2/2004
of the professional liability policy by executing the attached Letter Agreement on
Consultant's letterhead.
C. Consultant shall carry and pay for such workers'
compensation insurance as is required fully protect Consultant and its employees under
California Worker's Compensation Insurance Law. The insurance company shall agree to
waive all rights of subrogation against the City for losses paid under the policy, which
losses arose from the work performed by the named insured.
D. Other applicable insurance requirements are: (1) Name the
City, its officials and employees as an additional insured on the commercial, general and
automobile policies. (2) The insurance shall be issued by a company authorized by the
Insurance Department of the State of California and rated A, VII or better (if an admitted
carrier) or A-, X (if offered, by a surplus line broker), by the latest edition of Best's Key
Rating Guide, except that the City will accept workers' compensation insurance rated B-
VIII or better or from the State Compensation Fund. (3) The Insurance shall not be
cancelled, except after thirty (30) days written prior notice to the City; and (4) The
commercial general and automobile liability insurance shall each be primary as respects
the City, and any other insurance maintained by the City shall be in excess of this
insurance and not contribute to it.
E. Upon execution of this Agreement, Consultant shall provide to
City certificates of insurance and insurer endorsements evidencing the required
insurance. Insurer endorsements (or a copy of the policy binder if applicable) shall be
provided as evidence of meeting the requirements of Subsections (1 )(3) and (4) of
Section 70 above and the waiver of subrogation requirement in Section C above. If self-
insured for worker's compensation, Consultant shall submit to City a copy of its
certification of self-insurance issued by the Department of Industrial Relations.
5.2 Indemnification. The Consultant shall defend, indemnify and hold
harmless the City, its officers and employees, from and against any and all actions, suits,
proceedings, claims, demands, losses, costs, and expenses, including legal costs and
attorneys' fees, for injury to or death of person or persons, for damage to property,
including property owned by City, arising from errors and omissions of Consultant, its
officers, employees and agents, and arising out of or related to Consultant's performance
under this Agreement, except for such loss as may be caused by City's sole negligence or
that of its officers or employees.
The Consultant shall also defend, indemnify and hold the City
harmless from any claims or liability for City health and welfare, retirement benefits, or
any other benefits of part-time or fulltime City employment sought by Consultant's
officers, employees, or independent contractors, whether legal action, administrative
proceeding or pursuant to State statue.
6.
RECORDS AND REPORTS
6.1 Reports. Consultant shall periodically prepare and submit to the
Contract Officer such reports concerning the performance of the services required by this
Agreement as the Contract Officer shall require.
180912.1
5
Comm.Dev.lRDA
CA 2/2004
6.2 Records. Consultant shall keep such books and records as shall be
necessary to properly perform the services required by this Agreement and enable the
Contract Officer to evaluate the performance of such services. The Contract Officer shall
have full and free access to such books and records at all reasonable times, including the
right to inspect, copy, audit and make records and transcripts from such records.
6.3 Ownership of Documents. All drawings, specifications, reports,
records, documents and other materials prepared by Consultant in the performance of
this Agreement shall be the property of City and shall be delivered to City upon request of
the Contract Officer or upon the termination of this Agreement, and Consultant shall have
no claim for further employment or additional compensation as a result of the exercise by
City of its full rights or ownership of the documents and materials hereunder. Consultant
may retain copies of such documents for its own use. Consultant shall have an
unrestricted right to use the concepts embodied therein.
6.4 Release of Documents. All drawings, specifications, reports,
records, documents and other materials prepared by Consultant in the performance of
services under this Agreement shall not be released publicly without the prior written
approval of the Contract Officer.
7.
ENFORCEMENT OF AGREEMENT
7.1 California Law. This Agreement shall be construed and interpreted
both as to validity and to performance of the parties in accordance with the laws of the
State of California. Legal actions concerning any dispute, claim or matter arising out of or
in relation to this Agreement shall be instituted in the Superior Court of the County of
Orange, State of California, or any other appropriate court in such county, and Consultant
covenants and agrees to submit to the personal jurisdiction of such court in the event of
such action.
7.2 Disputes. In the event of any dispute arising under this Agreement,
the injured party shall notify the injuring party in writing of its contentions by submitting a
claim therefor. The injured party shall continue performing its obligations hereunder so
long as the injuring party cures any default within ninety (90) days after service of the
notice, or if the cure of the default is commenced within thirty (30) days after service of
said notice and is cured within a reasonable time after commencement; provided that if
the default is an immediate danger to the health, safety and general welfare, the City may
take immediate action under Section 7.6 of this Agreement. Compliance with the
provisions of this Section shall be a condition precedent to any legal action, and such
compliance shall not be a waiver of any party's right to take legal action in the event that
the dispute is not cured.
7.3 Waiver. No delay or omission in the exercise of any right or remedy
of a non-defaulting party on any default shall impair such right or remedy or be construed
as a waiver. No consent or approval of City shall be deemed to waive or render
unnecessary City's consent to or approval of any subsequent act of Consultant. Any
180912.1
6
Comm. Dev.lRDA
CA 2/2004
waiver by either party of any default must be in writing and shall not be a waiver of any
other default concerning the same or any other provision of this Agreement.
7.4 Riahts and Remedies are Cumulative. Except with respect to rights
and remedies expressly declared to be exclusive in this Agreement, the rights and
remedies of the parties are cumulative and the exercise by either party of one or more of
such rights or remedies shall not preclude the exercise by it, at the same or different
times, of any other rights or remedies for the same default or any other default by the
other party.
7.5 Leaal Action. In addition to any other rights or remedies, either party
may take legal action, in law or in equity, to cure, correct or remedy any default, to
recover damages for any default, to compel specific performance of this Agreement, to
obtain injunctive relief, a declaratory judgment or any other remedy consistent with the
purposes of this Agreement.
7.6 Termination Prior to Expiration of Term. The City reserves the right
to terminate this Agreement at any time, with or without cause, upon thirty (30) days
written notice to Consultant, except that where termination is due to the fault of the
Consultant and constitutes an immediate danger to health, safety and general welfare,
the period of notice shall be such shorter time as may be appropriate. Upon receipt of the
notice of termination, Consultant shall immediately cease all services hereunder except
such as may be specifically approved by the Contract Officer. Consultant shall be entitled
to compensation for all services rendered prior to receipt of the notice of termination and
for any services authorized by the Contract Officer thereafter.
7.7 Termination for Default of Consultant. If termination is due to the
failure of the Consultant to fulfill its obligations under this Agreement, City may take over
the work and prosecute the same to completion by contract or otherwise, and the
Consultant shall be liable to the extent that the total cost for completion of the services
required hereunder exceeds the compensation herein stipulated, provided that the City
shall use reasonable efforts to mitigate damages, and City may withhold any payments to
the Consultant for the purpose of set-off or partial payment of the amounts owed to City.
7.8 Attornevs Fees. If either party commences an action against the
other party arising out of or in connection with this Agreement or it subject matter, the
prevailing party shall be entitled to recover reasonable attorneys' fees and costs of suit
from the losing party.
8.
CITY OFFICERS AND EMPLOYEES; NON-DISCRIMINATION
8.1 Non-Liabilitv of City Officers and Emplovees. No officer or employee
of City shall be personally liable to the Consultant, or any successor-in-interest, in the
event of any default or breach by the City or for any amount which may become due to
the Consultant or its successor, or for breach of any obligation of the terms of this
Agreement.
180912.1
7
Comm. Dev.lRDA
CA 2/2004
8.2 Covenant Aaainst Discrimination. Consultant covenants that, by and
for itself, its heirs, executors, assigns, and all persons claiming under or through them,
that there shall be no discrimination or segregation in the performance of or in connection
with this Agreement regarding any person or group of persons on account of race, color,
creed, religion, sex, marital status, national origin, or ancestry. Consultant shall take
affirmative action to insure that applicants and employees are treated without regard to
their race, color, creed, religion, sex, marital status, national origin, or ancestry.
9.
MISCELLANEOUS PROVISIONS
9.1 Notice. Any notice, demand, request, consent, approval, or
communication either party desires or is required to give to the other party or any other
person shall be in writing and either served personally or sent by pre-paid, first-class mail
to the address set forth below. Either party may change its address by notifying the other
party of the change of address in writing. Notice shall be deemed communicated forty-
eight (48) hours from the time of mailing if mailed as provided in this Section.
To City:
CITY OF TUSTIN
300 Centennial Way
Tustin, CA 92780
Attention: Director of Community Development
(Contract Officer)
To Consultant:
Scott Fazekas
President
Scott Fazekas & Associates, Inc.
9 Corporate Park, Suite 200
Irvine, CA 92606-5173
9.2 Intearated Aareement. This Agreement contains all of the
agreements of the parties and cannot be amended or modified except by written
agreement.
9.3 Amendment. This Agreement may be amended at any time by the
mutual consent of the parties by an instrument in writing.
9.4 Severability. In the event that anyone or more of the phrases,
sentences, clauses, paragraphs, or sections contained in this Agreement shall be
declared invalid or unenforceable by valid judgment or decree of a court of competent
jurisdiction, such invalidity or unenforceability shall not affect any of the remaining
phrases, sentences, clauses, paragraphs, or sections of this Agreement, which shall be
interpreted to carry out the intent of the parties hereunder.
180912.1
8
Comm.Dev.lRDA
CA 2/2004
9.5 Corporate Authoritv. The persons executing this Agreement on
behalf of the parties hereto warrant that they are duly authorized to execute this
Agreement on behalf of said parties and that by so executing this Agreement the parties
hereto are formally bound to the provisions of this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the
dates stated below.
"City"
Dated:
CITY OF TUSTIN, a municipal
corporation
By:
Elizabeth A. Binsack
Director of Community Development
APPROVED AS TO FORM:
Lois Jeffrey
City Attorney
"Consultant"
Scott Fazekas & Associates, Inc.
By:
Scott Fazekas
President
180912.1
9
Comm.Dev.lRDA
CA 2/2004
Attached hereto are:
180912.1
EXHIBIT "A"
PROPOSAL and SCOPE OF SERVICES
1)
2)
Consultant's Proposal; and
Scope of Services
10
Comm.Dev.lRDA
CA 2/2004
"I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
PROPOSAL
FOR
BUILDING PLAN CHECK AND INSPECTION SERVICES
Submitted to
City of Tustin
Submitted by
Scott Fazekas & Associates, Inc.
October 16, 2003
s.~
Scutt ."¡Iz¡el(¡ls &. Assncintes~ .IIC.
"~I~". SiL~"" l'nzoclulS: &. ASs..iL:inh~s, Ilic.
~ <III.. Building Safety for Government
October 16, 2003
City of Tustin
Mr. Khanh Nguyen, P.E., CBO
Community Development Department
300 Centennial Way
Tustin, CA 92780
Subject:
Proposal to Provide Building Plan Check and Inspection Services
Dear Mr. Nguyen:
SCOTT FAZEKAS & ASSOCIATES, INC. (SF A) would like to be considered to provide
building plan check and inspection services, as needed, to the City of Tustin. We understand the
specific needs of the City and will be able to offer services which are tailored to those needs.
Some of the key features of SF A are as follows:
Exclusively serving governmental agencies and provides no building design to
avoid conflict of interest.
Excellent staff with municipal experience and public relations skills.
Strong internal organizational systems and policies to facilitate timely and
professional services.
Excellent references from clients and applicants.
Questionnaires sent to every applicant to determine satisfaction level enabling
refinement of services.
Timely turnaround.
Principal of SF A participation in hands-on plan review.
Internal forms, policies and procedures to achieve tailored services to meet the
exact needs of the City.
Willingness to meet with applicant and/or City staff at City Hall whenever
requested by the Building Official for specific projects or when training/
communication is desired.
9 Corporate Park, Suite 200, Irvine. CA 92606-5173.949/475-2901 . FAX 949/475-2560
An Equal Opportunity Employer
.
.
I
Mr. Khanh Nguyen, P.E. CBO
October 16,2003
Page Two
I
Credentials include:
I
Structural Engineers
Civil Engineers
Architects
Certified Plans Examiners
Certified Building Inspectors
Certified Building Officials
I
I
I
I hope the enclosed information is found to be concise and informative. Should additional
information be desired in a given area, I would be pleased to provide it. I will look forward to
hearing from you to further discuss how Scott Fazekas & Associates, Inc. can serve the City of
Tustin.
I
Sincerely,
I
SCOTT FAZEKAS & ASSOCIATES, INC.
I
/<0'; i,/
1i5i~ -----_/'
,. f.---
Scott R. Fazeká(AIA, CBO
President
I
I
I
I
I
I
I
I
SntU I;¡.zcl~ns &. Ass..ci¡afcs. I..c.
I
I
I
I
I
I
I
I
I
I
I
Table of Contents
SECTION I - INTRODUCTION
KEY AGENCY NEEDS
ABOUT THE COMPANY
PHILOSOPHY
SECTION 2 - SCOPE OF SERVICES
PROJECT MANAGER -LIAISON
BUILDING PLAN REVIEW
INSPECTION SERVICES
ADDITIONAL SERVICES
SECTION 3 - METHODOLOGY/APPROACH
INTERNAL POLICIES AND PROCEDURES OF SF A
EXAMPLES OF SF A'S FORMS
SECTION 4 - SFA'S QUALIFICATIONS/EXPERIENCE
PERSONNEL QUALIFICATIONS
SF A' S EXPERlENCE
RESUMES
SECTION 5 - REFERENCES
SECTION 6 - PROPOSED FEE
APPENDIX - INSURANCE
I
I
I
I
I
I
I
I
Scutt I~u¡,;cl~us &: Assndufcs, Ilic.
Section - 1 - Introduction
KEY AGENCY NEEDS
The entire Proposal addresses all the components that as a whole make SF A a high quality
solution to the City's needs. Some of the following are highlights which we feel are specifically
germane to providing the level of services the City is seeking.
Fast turnaround times:
10 days initial
5 days recheck
Competitive fees.
Experience of individual plan check staff between 10 to 35 years each in this field.
Municipal experience in building departments familiarity with all internal &
external agency and division needs. .
Excellent references - additional beyond those in Proposal are available.
Prior consulting experience with City and familiarity with local needs.
Near by office location.
I
SF A incorporates several internal procedures which will 1) insure excellent communication with
our client agencies and the applicants, 2) achieve plan reviews which are more consistent with
the specific policies and needs of our clients and 3) enhance internal organization and processing.
I
ABOUT THE COMPANY
I
SF A is a corporation founded by Scott Fazekas in June, 1996 and has 24 employees. It was
formed to offer building safety services and as needed staffing to governmental agencies. Mr.
Fazekas had started and managed identical services for a consulting firm over the 11 years prior
to forming SF A, with 12 years of prior municipal building safety experience as a City employee.
I
The associations and qualifications of all key personnel have been drawn upon to offer excellent
resources to the City of Tustin. SF A's activities in professional organizations are represented in
the resume of Scott Fazekas and our team of plan check engineers. He has served at and lectured
at seminars for the two primary organizations which represent the building safety professionals;
LC.B.O. and Calbo. Additionally, he served four years on Lc.B.O.'s General Design Code
Development Committee which then became the Structural Code Review Committee in 1999.
He is on the American Institute of Architect's (AlA's) National Building Performance and
Regulations Committee. Both are technically involved and professionally constructive positions.
SFA's plan check staff belongs to and attends meetings ofSEAOC to stay abreast of current
structural design practices. Additionally, Vic Penera, S.E., recently served as Chairman of the
LB.C. Structural Code Development Committee and was involved in the drafting of the new
2000 LB.C. structural provisions.
I
I
I
I
SF A appreciates our client's concern for high quality performance and precise communications
when utilizing the services of a consultant. Close interaction with the client is considered an
essential part of our consulting services.
Scuff I~n~clcm¡; oS. Assud¡lfcs, Ilic.
.
.
.
.
.
.
II
.
II
.
.
.
.
.
.
.
II
.
.
Section - 1 - Introduction
Our commitment to a thorough understanding of the codes and the intent with which they were
written permit consistent and proper enforcement while maintaining the respect of both the client
and the public. SF A staff are members of the ICC, Calbo, AlA and SEAOC and participate in
their meetings and seminars. SF A is represented at Calbo and I.C.B.O.'s annual business
meetings to keep abreast of changes in the industry.
All of SF A's plan check staff are licensed Strcutural Engineers which allows SF A the ability to
assign the challenging structural projects to anyone of our engineering staff. This expertise
allows SF A the ability to balance out workload and not overload anyone engineer.
SF A's office location is:
9 Corporate Park
Suite 200
Irvine, CA 92606
(949) 475-2901, FAX (949) 475-2560
PHILOSOPHY
Through our experience in providing contract services to governmental agencies, SF A has
identified concepts and ideas that are essential for a consultant to possess in order to effectively
fulfill the building department requirements of a city or county. They are as follows:
The experience and staff to respond to each agency's needs in a timely, efficient and cost
effective manner.
Administrative and management ability of high caliber to identify problem areas and
provide for their correction in a timely and sure manner.
The ability to recognize and develop the attributes and strengths of staff members and to
utilize them to their full potential.
A reputation for quality performance and integrity to successfully administer all aspects
of the codes.
Expectations and performance accountability that are established and adhered to.
Professional representation on behalf of the client agency in order to maintain good
public relations.
Communication with the assigned client agency liaison through meetings, memorandums
and status reports.
Coordination with other agencies which require Building Department involvement.
Attendance of key meetings to keep informed on the most recent code administration
techniques and procedures.
Attendance at any required meetings, connected with the plan review services.
s(~..u l~nz..~I~ns &. Ass..dnfcs, I..(~.
Section - 1 - Introduction
II
SF A does not perform any work for the private sector so no conflict of interest can result
during our tenure, allowing SFA staff to maintain objectivity in the enforcement of
regulations.
II
The scope of regulations that affect the design and construction of buildings has become
increasingly diverse and complex with new legislation, multiple disabled access regulations and
new generation energy regulations in addition to the usual updating of the building codes and
municipal ordinances. It is essential to the proper operation of a building department that its staff
as well as its consultants be aware of, and well trained in, the interpretation and application of
codes and their enforcement. SF A stresses that continually updated training is essential in
maintaining quality code enforcement services.
II
.
.
The following sections outline in more detail the range of services, approach, unique
qualifications, special concerns, personnel and experience that SF A offers the City of Tustin to
meet your day-to-day building safety needs.
.
.
.
II
II
.
.
.
.
.
.
.
St~..ft I~nz,--~I~ns &: Ass..dntcs, IlIt~.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
18
II
II
II
81
Section 2 - Scope of Services
The following is the itemized Scope of Services which SF A's staff is prepared to provide for the
City of Tustin. All are expected to be performed as part of this Proposal. The Scope of Services
and the manner in which they are performed will be in accordance with the specific requirements
of the City's program.
PROJECT MANAGER-LIAISON
SF A recognizes the need to assure an adequate level of commitment by key personnel. SF A will
commit the President, Scott Fazekas, as the Project Manager who will see to the proper function
of the building plan review process and will also be personally involved in performing services.
He will serve as an extension of the City's staff, fully capable of providing the necessary services
as determined by the City. SF A's availability to the City staff is an essential ingredient. Prompt
information on job status will be provided whenever requested.
The Project Manager will be responsible for the quality of all services provided by SF A's staff.
He will be capable of dealing with a diversity of personalities and the many different levels of
administrative, technical, professional and construction personnel categories that are involved in
building code enforcement.
SF A will also maintain continual documentation and updated information on the status of all
plans being processed. Any inquiries regarding the status of plans which have been forwarded to
SF A for review can be directed to us to avoid unnecessary research and phone time by City staff.
General Assistance
SF A welcomes the opportunity to aid our clients with general information and departmental
assistance in addition to providing plan review services. We like to be considered a valuable and
accessible resource that will make operating your department easier. SF A's exposure to
numerous agency operations, our experienced employees each with specialized expertise, and our
involvement in committees and attendance at numerous seminars will give the City of Tustin the
benefits associated with an increased level of staffing.
BUILDING PLAN REVIEW
Building Codes
SF A proposes to perform the plan review of residential, industrial and commercial buildings for
compliance to all local ordinances and state code amendments that pertain to local enforcement
of building and safety, and for compliance to the adopted Uniform Building Code, Plumbing and
Mechanical Code and the National Electrical Code.
St,.." I;:.zel~us &: Ass..ciutes, I"".
III
..
III
.
III
Section 2 - Scope of Services
Since revisions are continually being made to the codes to allow for new methods and materials
in construction, it is essential that every jurisdiction maintain a well-trained staff in order to
provide quality plan review services. As an extension of City staff, SF A provides such quality
enforcement of the Codes and Ordinances.
State Handicap Regulations (D.S.A.)
SFA provides comprehensive administration of the handicap regulations which the Division of
the State Architect mandates local jurisdictions to enforce through the Building Safety
Department. This applies to both new and existing buildings. SF A staff is qualified to interpret
and enforce state law and also has the expertise to review requests for "umeasonable hardship"
waivers and recommend action should the City so desire.
State Handicap Regulations (H.c.D.)
SF A also administers the new handicap regulations which local jurisdictions are mandated to
enforce by the State Department of Housing and Community Development. These standards
pursue a different approach than the D.S.A. regulations in that they apply to multi-family
residential. We have extensive experience in reviewing plans to which these standards apply.
State Energy Regulations
SF A provides energy calculation review in accordance with the energy law requirements. SF A
will incorporate the proper documents in the plans for use by both the inspector and the builder,
facilitating improved field relations and quality of the end product. Here also, emphasis is placed
on attendance at energy seminars to obtain updated information and training in the energy
regulations and the use of related forms.
State Noise Ordinance
SF A's services include checking to see that both interior (and exterior, when so directed by the
City) noise intrusion are properly addressed by the designer and that the necessary assemblies
provide the required degree of sound attenuation in accordance with State law. If exterior sound
attenuation is a concern, SF A will review for compliance when so directed. If noise contour
maps are provided, we will check as to whether or not the buildings are subject to such
regulations.
Federal Flood Plain Regulations
Many jurisdictions have areas that, due to either their proximity to water or their elevation, are
subject to federal flood plain regulations. If so desired, applicability to each project will be
checked and addressed during the plan review stage. This alerts the developer at the earliest
possible time in order to allow for advance planning. This is particularly important at the grading
plan review stage.
St~..tf 11¡lzcl~ns &: 4ss8tdntcs, IlIt~.
~
II
Section 2 - Scope of Services
Soils Engineering
SF A responds to the critical nature of proper building pad and site design as they apply to
proposed structures by anticipating potential problems and addressing them at the plan review
stage. Staff will review soils reports and verify implementation of their design recommendations
and parameters into the structural design of the building as part of the building plan review.
BUILDING INSPECTION
Scope of Inspection
SF A's staff is experienced in the inspection of all building types and occupancy groups. All
phases of construction are covered including structural, fire/life safety, energy, handicap,
plumbing, mechanical and electrical inspections. Inspectors are selected based on mutual
agreement by the City and SFA. Availability is dependent on resources available in the industry
at the time needs are anticipated by the City.
SF A's inspector will perform field inspection of permitted structures under construction for
compliance to all local ordinances, state and federal laws that pertain to building and safety, and
for compliance to the adopted Uniform Building Code, Uniform Plumbing Code, Uniform
Mechanical Code and National Electrical Code.
Special Inspection Administration
For specified job conditions, the Uniform Building Code provides for inspection by a special
inspector in addition to the inspection by City staff.
SF A will make sure that this is noted clearly on the plans during plan check and brought to the
permit technicians's attention on the Transmittal Form so the City inspector can properly monitor
this.
Record Keeping
Documentation includes maintaining run sheets which are turned in daily, making notations on
the permits which clearly designate approval or describe what corrections need made and
completing correction notices on the jobs and referencing code sections to clearly identify code
violations.
Senff I~nzelcns &: Assndnfes. I..~~.
..
.
..
III
.
.
.
II.
Section 2 - Scope of Services
Document Review
Inspectors are responsible for collecting documentation in the field for different reasons. Some
of the records that will be collected and filed are as follows:
Soils engineer's certification of design parameters prior to concrete placement.
Special inspector reports as required by Chapter 17 in the 1997 U.B.c. and as specified
by the design engineer. These reports are not only collected, but checked for adherence
to the engineers recommendations.
Fire Department approval when appropriate prior to final.
Hazmat program director's confirmation of filing prior to certificate of occupancy, if
applicable.
ADDITIONAL SERVICES
SF A will offer additional services, as-needed, which relate to the operational needs of the City.
St~..ff I~uzcl(u~ &. A~~..dufc~. II.t~.
III
III
8Ì
IÌ
IIÌ'
III
Section 3 - Methodology/Approach
INTERNAL POLICIES AND PROCEDURES OF SFA
Office Hours
SFA's office hours are between 8:00 a.m. and 5:00 p.m. Monday through Friday during which
time SFA staff will be available for communication directly with the applicants.
Agency Information Sheet
This form is designed as a starting point for the plan checker to review prior to commencing each
project. It serves as a summary of items which may be unique or exclusive to each client such as
ordinance amendments, special policies or interpretations, plan routing preferences, contact
person(s) in agency, etc. .. This form is often backed up with other documents such as general
notes, ordinances, agency checklists or guidelines. This form can easily be updated at any time
by simply calling SF A.
Plan Transmittal
SF A is very close geographically and will pick up plans in person, if requested. This creates the
opportunity to discuss projects in person when needed. Also, SFA will open a U.P.S. account
which is paid for and made available for use by City staff for plan delivery purposes. Pre-labeled
mail bags are also provided so dispatching plans to SF A is simple and convenient.
Plan Check Log Book
Internal tracking involves a very simple but useful Plan Check Log Book which tracks the status
of each plan whether in process, out for recheck, returned for recheck, approved, including
owner/applicant, description, valuations, fees, etc... An expedited project is simply assigned to a
plan checker with a given deadline. Such projects cause the checker to contact the applicant at
the onset and open communications about their scheduling needs. A copy of the Log Book pages
can be provided if requested.
Computer Plan Check Log
Internal tracking is accomplished by a sophisticated computer software that allows for daily
tracking of status of each and every plan check and also gives SF A the workload of each
engineer. Incoming and outgoing plans are logged into the computer which allows us to know
the status of a project immediately. This program allows SF A to quickly answer applicants who
call wanting to know plan check status of projects. Many other reports are also available and
utilized by many of our clients. Reports that show the client all active plans for their City and the
status of each can be printed on a weekly basis to show the client the activity of their projects.
Weekly status reports are also printed for internal tracking of performance on turnaround times.
S.~n" 1<'¡lzcl~ns &. 4ssnclntcs. III'~.
.
.
+-
--
-
-
--
Section 3 - Methodology/Approach
Correction Lists
The plan review staff have a variety of correction lists, supplemental lists and guidelines for use
as deemed appropriate on each individual project. Should the City require use of their standard
correction lists, SF A can easily accommodate this by maintaining copies in our Agency
Correction List File and referencing their use on our Agency Information Sheet which all plan
check staff reference at the beginning of each review. Correction lists are developed and
attached to the plans along with a transmittal form.
When plans are completed they are stamped on every page, signed and forwarded by UP.S. or
courier with a transmittal form directly to the City. The plan transmittal procedure used by SF A
eliminates the possibility of the plans being tampered with when being forwarded for permit
Issuance.
A list of all required plan corrections will be typed on SF A's Correction Lists and will be
submitted to the City.
Transmittal Form
SFA's Transmittal Form is tailored for use specifically with building plan checks. Besides
serving to document enclosures, it serves as a good communication tool to alert the permit
technician of a number of things which are critical at the permit issuance stage. Some examples
are I) when special inspection is required, 2) when another agency approval is necessary, 3)
if the building official was involved in an interpretation and should be given a chance to review
the project, and 4) if additional review fees are due as well as a number of other topics. This
form works in conjunction with the Agency Information Sheet and serves as a reminder to send
the Questionnaire to the applicant when the plans are approved.
Questionnaire
SF A sends a Questionnaire to each applicant once the review process is complete. This helps by
soliciting feedback on the services provided by SFA customers of the building departments
which are entrusted to SF A. The comments received are forwarded to the client agency on a
quarterly basis. This process makes the plan checker aware that the company values a
professional attitude, sends a message to applicants that we care about providing professional
services, and lastly, it informs the client agency about the service level SF A is providing.
SF A's goal is to provide consistent, timely and professional services geared to the needs of each
client agency. We want to be considered an extension of your agency's staff; not providing
generic services but services which are an integral component with our client's departmental
operations.
Snail I~n~cl~ns &. Ass.adntcs, I...~.
II
I
I
~
81
.
.
.
81
III
III
III
18
18
18
Section 3 - Methodology/Approach
Timely Performance
SF A will strive to maintain efficient turnaround times on all reviews since this is largely a
measurement of our performance. It is one of the categories on our questionnaire which is given
to our applicants.
The maximum turnaround time for initial reviews will be ten (10) working days. Extremely large
or complex structures would be as agreed upon with the City's Building Official in advance.
Rechecks will be done within five (5) working days.
Every effort will be made to accommodate any fast track plan check schedules that might come
about in the City.
SF A will accommodate preliminary reviews to facilitate more on-track projects at the time of the
formal submittal for plan check when requested by the City staff. This will aid in timely
turnaround times as well as good public relations.
Public Relations/City Representation
All representation with the public and other agencies relating to building plan review will be
made in a professional and courteous manner. Upon completion of initial plan review, the
applicants are contacted by telephone and are given the option of either having their plans mailed
to them or being able to pick them up in person. When they resubmit corrected plans they are
also given the option of transmittal by U.P.S. or coming in and going over any corrections in
person. Re-checks in our office are handled without interruption in one of several private offices
should the applicant desire to go over the plans in person. SF A uses United Parcel Services for
transmittal of plans to assure verifiable and prompt delivery.
Interaction with Applicants
To summarize, SF A's approach involves courtesy, responsiveness, communication, technical
thoroughness, convenience and follow-up on service level. Some specific illustrations are as
follows:
When additional information is needed from applicants to complete the review,
applicants are contacted by phone to discuss best approach to facilitate a complete/timely
reVIew.
When plans are completed, applicant is notified and given choice of picking up plans at
SFA's office, City Hall or having them sent via U.P.S.
Meetings at City Hall or in the field may be attended by plan checker when
requested by the Building Official.
Communication regarding corrections is offered via FAX.
An Applicant Questionnaire will be sent after completion of plan check and any
comments received are forwarded quarterly to the City.
s..:.." I~..zcl~ns &. 4ss..dntcs, Inc.
Section 3 - Methodology/Approach
A customized Transmittal Form tailored exclusively for plan check is used to enhance
communication with the applicant and the City's permit technician.
Prompt turnaround times often (10) working days is maintained. Rechecks are done
within five (5) working days. Special circumstances and requests will be given every
effort to accommodate special/shorter time frame scheduling needs.
SF A maintains copies of all records to insure that misplaced documents by appJicants will
not cause project delays.
SF A has standardized checklists which can also be used by applicants as a good design
guide.
Preliminary reviews are available if appJicant so requests through the City's Building
Official.
81
..
Ii
iii
II
.
II
..
..
..
..
St~ttU I~azcltas &. 4ssttchtfcs. IlIt~.
..
III
181
II
III
III
III
III
--
III
III
,.
III
..
--
EXAMPLES OF SFA'S FORMS
Set. It 1;'nzcl~n!lì1 &: A!Iì1!1ì1t.dntc!Iì1, I"t~.
iii
..
..
II
IÎ
IIÌ
iii
iii
iii
iii
..
..
II
SCOTT FAZEKAS & ASSOCIATES, INc.
AGENCY INFORMATION SHEET
Agency:
Address:
Project Number:
Contacts:
Codes:
0 UBC
0 UMC
0 UPC
0 NEC
0 Title 24 Disabled Access
0 Title 24 Energy
0 URMS
0 Other
Criteria:
Climate Zone
Seismic Zone
W indspeed/Zon e/Expo sure
Snow Loads
Permits & P.C. Fees
SF A Fees
Hourly Rate
Return Plans and Correction Sheets to:
0 Agency
0 Agency
0 Applicant
0 Applicant
0 Either
0 Either
Return approved plans to:
0 Applicant to hand carry plans
0 Stamp or perforate plans
0 Recommended Disabled Access Unreasonable Hardships
II
Special Jurisdiction Requirements
I. - Use City Correction Sheets
2. - Signature on Plans & Cales
3. - Grading
4. - Foundations/Soils
5. - Drainage
6. - Flood Plain
7. - Noise Ordinance
8. - Sprinkler Requirements
9. - Roofing
10. - Swimming Pools/Hot Tubs
11. - Security Ordinance
12. - Structural
13. - Standard Agency Gen. Notes Inc!.
14. - Ordinance w/Code Amendments
15.-
16.-
III
.
II
Remarks:
.
..
Se.." l~n~.~lcns &.: 4ss..dnfcs, III~;.
III
Ii
..
..
II
III
Ii
Ii
Ii
Ii
Ii
III
iii
III
IIÌ
..
IIÌ
..
IÌ
~.~.... S(~utf I~nzel(ns &., "'ssuclnfes, III(~.
~ .. Building Safety for Government
[L~IT~~ (Q)~ U~&~~~~IT &[L
To:
Date:
SFA P.C. No.:
Agency P.C. No.:
Description:
Attention:
Via:
0 Messenger
0 Express
:.) Pickup
:I Mail
0 UPS
D Other
We are forwarding herewith:
- Plans B P M E
- Correction List
- Structural Calcs
- Energy Calcs
- Soils Report
- Acoustical Report
- Other
Special items to note:
- Special Inspection Required
- Arch.lEngr. Signature Pending
- Additional P.C. Fee Due: $
INSPECTION CATEGORIES
Program Listed on Pg.
Soils
Concrete
Welding
Bolting
Masonry
- Unreasonable Hardship Approval Required
- Health Department Approval Required
- Verify Code Interpretation by CitylCounty on -
- Flood Plain Regulations Apply
- Hazardous Material Identified by Designer
_Other
The following items have been verified:
- Plans Stamped and Signed
_Correction List in SFA File
- Questionnaire Sent to Applicant - Log Book Entry Made
-- Initial Turnaround Time was - Working Days
Remarks:
- The enclosed instruments of record have been packaged and are approved for issuance of the building
permit(s) pending the approval of any other applicable CountylCity agencies. If enclosures received are
not as listed above, please notify us at once.
From: Scott Fazekas & Associates, Inc.
Date:
Date:
RECEIVED BY:
9 Corporate Park, Suite 200, Irvine, CA 92606-5173' 949/475-2901 . FAX 949 /475-2560
8.1111
Sl~
S..:uU 11a1lJcltus &. Assud.llcs, hl,"è.
Building Safety for Government
IRVINE
ð
C'I
<U c",
.<::: r--
c55;;:;
d~
'/] '-< 0
"""""" '-0
~ 0... ('1
~ U 0'
~ ::j <r.:
~ ~ ~ U
c.:: ~ e- i
::: 'C:;; rO .:::
O<uU>
u '-< '-<
[/)0...0'-
9 Corporate Park, Suite 200
Irvine, CA 92606-5173
Phone 949/475-290 I
Fax 949/475-2560
Providing Services Exclusively
for
Government Agencies
Building Safety
. Administration
. Plan Check
. Inspections
. Code Consultation
. Staffing Support
SI~
S(~uU 11mIJcltus &. Assudafcs, Ilic.
Building Safety for Government
Values
Your
Comments
Sl~
1. TYPE OF PLAN (check)
0 Residential 0 Commercial
0 Industrial
St:off 1~;lzcluls &. 4ssoci;ltcs. III(~.
SFA would appreciate your input. By
taking a few minutes to complete this
questionnaire, you will participate in
the following procedures:
2. PLANS PREPARED BY
D Architect 0 Engineer
D Draftsman
3. RE-CHECK
0 Person to Person
0 Delivered to SFA
. Evaluation of staff & services
. Evaluation of applicant needs
4. METHOD OF TRANSMITTAL
r::J Mailed to Applicant i:} Picked up in Person
. Improvement of services
PLEASE EVALUATE OUR SERVICE
. Fonvarding your comments to the
government agency
Poor
A. Employee Availability
B. Employee Professionalism
C. Employee Knowledge
D. Overall Service
2
2
2
2
All responses will be forwarded on a
quarterly basis to the respective client
for review. This will improve your
ability to communicate your needs and
opinions to SFA as well as the key staff
members in the govenrnent agencies.
Comments
Thank you,
~;?/: ~
Name
Scott R. Fazekas, AlA, CBO
President
Telephone
Job Address
Pc. #
9 Corporate Park, Suite 200
Irvine, CA 92606-5173
APPLICANT QUESTIONNAIRE
3
3
3
3
4
4
4
Excellent
5
5
5
5
4
üi
<-¿
f11 In
:JJ :IJ
f11 Œ: In "
0; "' '"- "
0 Z 0 "
~ ~ r;¡ :
r .,. c' ~
Z 0 Z C
In ::; In ::,
" "' :IJ "
a: "
"J "
.,. ~
¡¡; ii
"' u
:r r
ffi ~ ffj 5;
Z "' Z "
::¡ (J) ::¡ "
~ ~ !!;! ~
0 UJ 0 "
;:¡ 0 ;¡ C
~ ... ~ ,:
UJ "'
> .,.
¡¡; in
UJ UJ
:r :r
0 -, C\
<t 0 « C
UJ In W "
(J) .~ <f) ~
0 lJ 0 ,
'" 0 Q. C
X (J) X "
UJ m UJ "
0 » 0 >
>- 0 >-. ç
I ,
IT< r
(J) "
<' ..
m
-1 JJ -!
~ ~ ~ ~
0 In 0 n
~ ~ ~ "
IJ 'iJ ð ~
II
In en
if> <f)
<' '"
In m
:JJ :JJ
m Œ: In Q
6 ~ ð \:
;¡j ~ ¡:;:, "
,- > c'
Z 0 2'
en :" en
D "' JJ
¡(
"'
>
iii "
UJ "
I I
ffi ~ ffi ~
Z IU Z "
::¡ is ::¡ ~
'" Q. UI Q
Ö ~ (5 G
~ ~ ~ ¡
UJ "'
> .,.
iii in
UJ UJ
I :0
0 , C\
.. () « (
UJ IT> ill r
(J) x (J) ,
0 lJ ()
CL 0 (l (
x (J) x ,
UJ m "' I
0 » 0 ,
>- 0 f- (
I
In
"'
¡ji
d ~ ö i
m 15 m ¡
~ ;ii ~ I
m <:: in '
II
II
II
Section 4 - SFA's Qualifications/Experience
PERSONNEL QUALIFICATIONS
II
Ii
Principal
..
Scott R. Fazekas, President, SF A
Registered Architect, CA, C-019012, and Colorado, NCARB
19 years managing municipal building safety consulting services
31 years working in building safety divisions
Certified Building Official, CABO
Certified Plans Examiner, LC.B.O.
Certified Building Inspector, LC.B.O.
II
Scott Fazekas as Principal, he will be responsible for the administration of services and seeing
that services are tailored to the specific needs of the Agency. He has managed a division which
performed consulting building safety services for over 11 years. He will also perform plan
reviews and assign which employees will work on each given project. Mr. Fazekas also serves in
the capacity of Building Official and will stay abreast of changing regulatory trends.
.
.
Associates
.
Ginsun Ku, Plan Check Engineer
Registered Structural Engineer, CA, S-3089, Colorado and Nevada
Certified Plans Examiner, LC.B.O.
Certified Building Official, CABO
17 years in municipal building safety departments
..
.
Ginsun Ku offers the excellent combination of both structural and non-structural code
knowledge. He performs comprehensive reviews covering building, plumbing, mechanical,
electrical, energy and disabled access criteria. He has worked in-house for four different
municipalities and understands internal agency requirements.
.
.
Ganesh Rao, Plan Check Engineer
Registered Structural Engineer, CA, S-4471
Certified Plans Examiner, LC.B.O
10 Years Design Experience
5 Years Plan Review Experience
.
.
Mr. Rao has diverse design experience of wood, concrete and steel in low, mid and high-rise
structures of varying occupancy groups. Now focused in plan review he brings a thorough
knowledge of current structural code provisions.
.
.
.
S(c..1f 1;<¡lzcltns &. 4sstldnfcs, lilte.
III
II
III
Section 4 - SFA's Qualifications/Experience
II
II
Vie Penera, Plan Check Engineer
Registered Structural Engineer, CA, S-2083
Certified Plans Examiner, I.C.B.O.
22 Years Municipal Safety Departments
Vic Penera had been with the City of Los Angeles Building Safety for the majority of his career
with experience in both plan review and supervision. He has most recently joined SF A as a plan
check engineer.
.-
.-
.-
E. Joe Stagner, Plan Check Engineer
Registered Professional Engineer, CA
Certified Plans Examiner, Lc.B.O.
25 Years Municipal Plan Review Experience
II
Joe Stagner has worked for the Cities of Santa Ana and Hungtington Beach as a plan check
engineer and has provided review services for the full spectrum of occupancy groups and
construction types.
II
Brett Archibald, Plan Check Engineer
Engineer-in- Training
Certified Plans Examiner, Lc.B.O.
Bachelor of Science in Civil Engineering, SDSU
II
I 'Iz years experience in residential and light commercial plan review working under the
supervision of Structural Engineers and Architect.
II
Resumes for SF A's plan check staff follow this section.
.-
18
18
III
I
18
II
s(~..ft 1~1I~(~ltlis .& Ass..chttcs. Iltc.
.
--
--
-
l1li
III
iii
iii
III
~
Section 4 - SFA's Qualifications/Experience
SFA'S EXPERIENCE
The following is a list of some representative projects which SF A has reviewed in the last two
years:
Anaheim
Costa Mesa
Pasadena
Irvine
Denver, CO
Fontana
Corona
Placentia
Santa Rosa
Lake Elsinore
Arcadia
Huntington Beach
Norwalk
Murrieta
Mono County
Cypress
Description
25 Theater Complex
17 Theater Complex
Car Wash - Drive Through
Tilt-Up Warehouse
Tilt-Up Warehouse
Steel Industrial
Tilt-Up Warehouse
Tilt-Up Industrial
New Hay-Bale Residential
Blockbuster Video
Burger King
Lucas Film Studio in Residence
Commercial StoragelResidence
Night Club - 596 Occ.
Residential Tract
Cellular Site Tower
Whittier Law School
Monterey Wharf Pile Replacement
McDonalds Restaurant
Albertson's Grocery Store
Wood Frame Industrial
5 Story Parking Structure
Mall
7 Story Parking Garage
Occupancy Group
A-2.1/A-3
A-2.1!A-3
B
B/S
B/S/H
B/F
B/F
B/F 1M
R-3
B
B
B
SIB
A-2.1
R-3
U-2
A-3/B
A-3
B
B
B/F-2
S-3, S-4
M
S-3
Aurora, CO
Riverside County
Mammoth Lakes
Ontario
San Fernando
Square Ft.
140,000
105,000
756
10,800
600,000
8,500
210,000
19,360
1,200
4,200
80,000
52,000
8,400
237,000
550,000
437,000
St~n" I}n~cl~ns &. Assncintcs, I"t~.
III
III Section 4 - SFA's Qualifications/Experience
III Address Description Occupancy Group Square Ft.
2090 California Ave. New Industrial B/S-lIF-1 207,416
III Corona, CA
1214 Magnolia Child Care E-3 10,850
II Corona, CA
El Sobrante & 6th Street 7 New Industrial B/F-lIS-l Various
II Corona, CA Buildings
1 Witherspoon Assisted Living R-2.1 106,744
III Irvine, CA Facility
Alton & Laguna Freeway Parking Structure B/S-4 101,445
III Irvine, CA
3333 Harbor Whittier Law B/ A-3 160,000
811 Costa Mesa, CA School
250 Park Center Albertsons M 50,247
Murrieta, CA
4098 I Cal Oaks Shell Station & M/H-4 3,500
Murrieta, CA
Katella Avenue Century 25 Plex A-2.1/A-3 119,000
Orange, CA Theaters
Chapman A venue Law University B/A-3 107,393
Orange, CA
Luxor Parking Garage Parking Structure S-3/S-4 426,160+142,042
Las Vegas, NV
McCarran Center 4 Story Office B 55,140 & 35,500
Las Vegas, NV
Flamingo & Fort Apache Crystal Palace A-2.1 54,900
Las Vegas, NV
Fashion Outlet Mall M 531,379
Las Vegas, NV
s.:.." 1~lIzcl~lIs &: 4ssndllfCs. Inc.
.
.
III
.-
III
III
~
,
Section 4 - SFA's Qualifications/Experience
Address Description Occupancy Group Square Ft.
Circus Circus Parking Structure S-4 2,071,440
Las Vegas, NV
19692 Lexington Lane New Private School E-l 6,255
Bldg. G&A
Huntington Beach, CA
777 So. Harbor Blvd. American Stores S-1 488,920
La Habra, CA
31400 Casino Drive Car Dealership B 28,000
Lake Elsinore, CA
15213 Pioneer ISSO Temple A-2.lIE-3 30,000
Norwalk Church & School
Nikken Building Office/Storage/Assembly B/A-2.1/S-1 214,000
Irvine, CA Atrium 3 Stories
1351 West Imperial 16 Plex Regal A-2.1 6,721 & 5,029
La Habra, CA Canopy
Stc'." l}uz,~I~us &: Ass..ciutes, I..".
Ii
Ii
~
Ii
III
III
III
~
Ii
RESUMES
..
,
~k..U I;'nzeltn~ &. 4~~..dnte~, Iln~.
III
II
III
II
II
II
II
II
III
II
III
II
II
III
.-
i
III
.-
i
SCOTT R. FAZEKAS
EDUCATION
Bachelor of Science in Architecture, California State Polytechnic University, 1980
Supplementary Structural Course Work, California State University, Fullerton, 1984
PROFESSIONAL REGISTRATION
Licensed Architect, California, Colorado
Licensed Architect, , NCARB
CERTIFICATION
Certified Building Official, CAB.O.
Certified Plans Examiner, LC.B.O
Certified Building Inspector, LC.B.O
EXPERIENCE
Mr. Fazekas is President of Scott Fazekas & Associates, Inc. (SF A) which provides building
official, building plan check and building inspection services to governmental agencies. He has
interfaced with architects, engineers, designers, contractors, plan checkers, inspectors, developers
and building owners to achieve code compliant building construction through the application of
local, state, and federal codes and regulations.
Mr. Fazekas has plan checked buildings which encompass the full spectrum of building types and
occupancy groups and has served as building official for fourteen jurisdictions through long teTITI and
interim contract arrangements. He has also contributed to both the design and code enforcement
professions by regularly lecturing at code-related seminars and classes. He served six years on the
American Institute of Architects Building PerfoTITIance and Regulations Committee where he
monitored the ANSI A117.1 Disabled Access Standards. He also served four years on LC.B.O.'s
General Design/Structural Review Committee and on the Orange Empire Chapter ofLC.B.O.'s Code
Change Committee.
Mr. Fazekas has 31 years of progressive experience working in and for building departments. Prior
to starting SF A, he was employed by BSI Consultants, Inc. as a Senior Vice President and Division
Manager of the Building Safety Division. He also founded and served as President of Employment
Systems Inc., which was a corporation dedicated to municipal staffing needs. He was responsible
for starting, developing and managing the Building Safety Division for 11 years. During that time
he served as building official in California and Washington jurisdictions and oversaw plan review
services for more than one hundred client agencies. Before his term with BSI, he spent 13 years
working for the building divisions in the Cities of Newport Beach and Costa Mesa where he worked
his way through all levels in the departments from clerk to permit technician, inspector and plan
check engineer.
PROFESSIONAL AFFILIATIONS
ALA., LC.B.O., CALBO
Snatt I~nzdtns &: Assncinfcs, III(c.
~
=
.
.
.
--
~
~
~
--
--
-.
--
..
..
II
..
--
GINSUN KU
EDUCATION
Master of Science in Structural Engineering
University of Southern California, 1979
Bachelor of Science in Agricultural Engineering, Hydraulic Engineering, 1975
National Taiwan University
PROFESSIONAL REGISTRATION
Registered Structural Engineer, California, Nevada
Registered Professional Engineer, Colorado
CERTIFICATION
Certified Building Official, CAB.O.
Certified Plans Examiner, I.c.B.O
Certified Building Inspector, I.C.B.O
EXPERIENCE
Mr. Ku is a plan check engineer for Scott Fazekas & Associates, Inc. He performs reviews of all
types of structures and occupancy groups. His reviews include checking for conformance with
applicable state and local codes and ordinances including structural, fire-life safety, energy, disabled
access, noise, floodplain, plumbing, mechanical and electrical.
Mr. Ku has over eight years working for municipal plan check divisions. He has worked for San
Diego and Huntington Beach as well as numerous others on a contractual basis. His background also
includes structural design which enhances his ability to provide quality reviews of other's work. He
has also spent time in the field in two capacities; overseeing construction on plans which he
reviewed and as a construction manager coordinating different contractors. This experience gives
him the unique combination of engineering skills and practical field experience.
While with the City of San Diego, Mr. Ku was responsible for the plan check of various type of
structures including steel, concrete, wood, masonry buildings. He specialized in buildings having
four or more stories and complicated mixed occupancy facilities.
s(~..u I}uzcltus &. Ass..dufcs, I...~.
~
--
--
--
-.
--
II
II
II
--
II
VICTOR A. PENERA
EDUCATION
Bachelor of Science in Mechanical Engineering
California State University, San Diego 1968
Master of Science in Mechanical Engineering
University of Southern California, 1970
Supplementary Structural Course Work
California State University, Los Angeles, 1973-76
PROFESSIONAL REGISTRATION
Registered Structural Engineer, California 1976
Registered Professional Engineer, California 1971
EXPERIENCE
Mr. Penera is the newest member of our professional staff in SF A's Irvine Office. After completing
30 years of service with the City of Los Angeles, he retired on April 2000 and immediately joined
SF A as a member of its plan check engineering staff.
Having worked four years in the Department of Public Works and 26 years in Building and Safety
with the City of Los Angeles, Mr. Penera has substantial experience in both design and plan
checking of structural systems. In the 26 years he spent with LA Department of Building and Safety,
he plan checked a wide spectrum of structural systems, occupancies and uses; from simple, wood-
frame, single family room additions to complex, high-rise, steel office buildings.
During the last three years of his career with Los Angeles Department of Building and Safety, Mr.
. Pen era served as the Deputy Superintendent of Building in charge of the Engineering Bureau. As
Chief of the Engineering Bureau, Mr. Penera oversaw a staff of 175 engineers, technicians and
clerical staff responsible for the checking for compliance of state and local regulations related to
building, electrical, plumbing, mechanical and zoning issues.
Mr. Penera was active in the development of the first International Building Code (IBe). For one
year he served on the Steering Committee for the development of the first draft of the IBC and for
two years served as Chairman of the Structural Subcommittee to draft the structural engineering
chapters (Chapters 16-26) of the proposed IBe.
PROFESSIONAL AFFILIATIONS
Structural Engineers Association of Southern California
American Society of Civil Engineers
International Conference of Building Officials
St.~..u I~uzel(us &: Ass..elutes, lite.
~
GANESH M. RAO
EDUCATION
Masters of Science in Civil Engineering
Bringham Young University, Provo, Utah
Bachelor of Science in Civil engineering, Bangalore University, India
PROFESSIONAL REGISTRATION
Registered Structural Engineer in California
Registered Professional Engineer in California
Certified Plans Examiner, I.C.B.O
~
i
EXPERIENCE
Mr. Rao is a building plan check engineer in SF A's Irvine office. He reviews both commercial and
residential plans for compliance with model codes and local ordinances. He has a total of ten years
of progressively involved engineering experience.
Prior to his employment with SF A, Mr. Rao has spent eight years in the design field with experience
in California, Nevada and Hawaii designing wood, steel concrete and post-tensioned low, mid and
high-rise structures. Occupancies which he has performed design work for have included retail,
medical, office resort, bridge, industrial, schools, parking structure and hanger facilities.
.
-
~
--
--
--
~
Mr. Rao has experience in a variety of geographic regions. His design experience Includes projects
in California, Nevada, Washington, Oregon, Hawaii and the Territory of Guam. His plan review
experience has been in California, Nevada and Colorado. Mr. Rao has reviewed plans for code
compliance, residential, tenant improvement, low to mid-rise, tilt-up warehouses, etc. Projects
included a three-dimensional finite element analysis of space frame for a mall in the TeITitory of
Guam, Disney Building in Burbank utilizing "Waurch" moment connections, seismic retrofit of
Mattei Distribution Center, an aircraft hanger and Sony Technology Center in San Diego. Projects
also included design and detailing of antenna structure ranging from 30 feet monopole to 400 foot
latticed tower.
St~..ff I~nzcl~ns &. 4ss..dnfcs, l'It~.
II
II
.
II
II
.
II
18
18
II
18
II
Ii
Ii
Ii
Ii
Ii
Ii
-
Section 5 - References
SF A currently provides building plan review services for the following agencies and SF A
encourages the City to contact these agencies regarding our work performance.
Agency:
Reference:
Services:
Agency:
Reference:
Services:
Agency:
Reference:
Services:
Agency:
Reference:
Services:
Agency:
Reference:
Service:
Agency:
Reference:
Service:
Agency:
Reference:
Service:
CITY OF CORONA
Keith Clarke, CBO, Building Official
(909) 736-2258
Plan Review and Inspections
CITY OF COST A MESA
Rick Brown, CBO, Building Official
(714) 754-5615 .
Don Lamm, AICP;Community Development Director
(714) 754-5270
Plan Review
CITY OF HUNTINGTON BEACH
Ross Cranmer, S.E., Building Official
(714) 536-5532
Plan Review and Inspections
CITY OF IRVINE
Eric Toles, S.E., Building Official
(714) 724-6453
Plan Review and Inspections
CITY OF PASADENA
Sarkis Nazeriah, CBO, Building Official
(626) 744-7087
Plan Review
CITY OF ONTARIO
Kevin Shear, CBO, Building Official
(909) 391-2546 ext. 4330
Plan Review
CITY OF LAKE ELSINORE
Robin Chipman, Acting Building Official
(909)674-3124,#226
Plan Review
s(~..u l~uz(~I~ux &. Axx..clutcx. III'~.
--
~
Section 5 - References
Agency:
Reference:
Service:
Agency:
Reference:
Service:
Agency:
Reference:
Service:
Agency:
Reference:
Service:
Agency:
Reference:
Service:
Agency:
Reference:
Service:
CITY OF FONTANA
Andy Shipper, P.E., Building Official
(909) 350-7640 or Gil Estrada (909) 350-7641
Plan Review
CITY OF MURRIETA
Joe Lancaster Jr., Building Official
(909) 461-6055
Plan Review
CITY OF NORWALK "
Tony Weimholt, CBO, Building Official
(310) 929-5738
Plan Review
CITY OF ARCADIA
Greg Gerlach, Building Official
(626) 574-5416
Plan Review
CITY/COUNTY OF DENVER, CO
Ed Kocman, P.E., Supervising Structural Engineer
(303) 640-3644
Plan Review
TOWN OF MAMMOTH LAKES
Byron Pohlman, CBO, Building Official
(760) 934-8989 ext. 241
Plan Review
Snttt I~nzclcns &. Assnclnfcs, Ilic.
~
Section 6 - Proposed Fee
The traditional approach in proposing building plan check fees is to apply a percentage to the
revenue collected by the agency for plan review fees. Using the City's Fee Schedule, SFA
proposes to charge eighty-five percent (85%) of the established plan check fee. A minimum fee
of $150 per project would be charged for small projects.
If SF A is reviewing duplicate or identical plans on a project, the proposed fee is fifteen percent
(15%) of the plan review fee collected after the initial model is checked at the prescribed rate.
SF A will not charge for rechecks unless the plans are incomplete or revised for which the City
would collect additional fees from the applicant as well. The City would then have the funds to
reimburse SF A. Additional services outside the main scope of review would be charged at a rate
of$95.00 per hour or as mutually agreed upon based on the salary rate of the employee.
~
Inspection services are proposed at an hourly rate which would vary based on individual
qualifications of each inspector. The anticipated hourly rate would be between $40-$60 per hour.
Each inspector would be retained based on mutual agreement with the City prior to engaging
serVIces.
Additional services will be at an agreed upon hourly rate depending on the' employee category
and pay rate. A 15% fee for administration, coordination and handling will be added to
subcontracted services. Mileage will be invoiced at $0.36/mile. Scheduled overtime will be
performed at 125% of SF A's standard rates for 1 1/2 payrate and 1.5 when double-time is paid to
the employee in accordance with labor laws.
SntU l:nz.~I~n~ &. 4~~ndnte ¡, III'~.
-
'~
',-
-
..,,-
.,
i:
}
~
W
,
L
t
~
~
Appendix
INSURANCE
Insurance is provided in the following amounts:
a.
b.
General Liability
Workers Compensation
Automobile
Professional Liability
$1,000,000
$1,000,000
$1,000,000
$1,000,000
c.
d.
A copy of the listed coverages will be provided to the City upon request of same.
s.c.." I}nzcl(ns &. Ass..dnfcs, III.~.
Scope of Services
The following is the itemized scope of services which the consultant is expected to
perform as a part of this Agreement.
Buildina Plan Review
1. Review plans, calculations, reports, and specifications for compliance with the most
recently enacted rules and regulations as adopted by the Federal, State, and local
legislative bodies. Included are the latest editions of the construction codes as
adopted and amended by the City of Tustin. Plan review shall include the review and
approval of Disabled Access hardship application.
2. Provide two copies of the plan check correction list for each project reviewed. Provide
necessary communication with the applicant to assure understanding of all correction
items. Provide all necessary rechecks until the construction documents are in
compliance. Plans approved by the Consultant are ready for permit issuance and
have been reviewed for adherence to applicable codes and ordinances.
3. Attend meetings related to plan review at City Hall as requested by the Building
Official.
4. Provide a monthly plan check status report to the City of all assigned plans. The
report shall include turnaround time in working days for first and all subsequent
submittals.
5. Upon completion of a building plan review, the Consultant shall send a questionnaire
to the applicant requesting comments on the performance of the Consultant. Copies
of all questionnaires returned shall be given to the City on a quarterly basis. The text
of the questionnaire shall be approved by the City within thirty (30) days of the
execution of this Agreement.
6. A copy of all plan check correction sheets used in performance of services shall be
submitted to the City within five (5) working days of the execution of this Agreement
for comparison to state regulations and Tustin City Code. Consultant shall amend
their correction sheets as necessary to be consistent with City codes.
Buildina Inspection
1. Provide ICBO or ICC Certified Building Inspectors to inspect buildings and associated
structures under construction for compliance with approved plans and specifications.
2. Take inspection requests as needed. Provide accurate daily inspection sheets. Note
all discrepancies, cite code violations, and issue correction or stop-work notices.
180912.1
11
Comm.Dev.lRDA
CA 2/2004
EXHIBIT "B"
SPECIAL REQUIREMENTS
1. That Section 1.8 shall be added to read:
1.8 Conflict of Interest. In order to assure City that Consultant is not subject to any
conflict of interest, Consultant affirms that while Agreement is in effect, neither
Consultant nor any of its officers or employees will accept private work from or provide
services for any company whose project Consultant is plan checking or inspecting for
City. Consultant shall not accept a project from City if the project owner or applicant is
a client of Consultant or its officers or employees. If either City of Consultant thinks
there may be a conflict of interest involving any project, Consultant shall immediately
return plans or remove inspector from project. In the event of uncertainty about
whether a potential conflict of interest exists, Consultant shall advise Contract Officer
whose decision shall be final.
180912.1
12
Comm.Dev.lRDA
CA 2/2004
EXHIBIT "C"
SCHEDULE OF COMPENSATION and PERSONNEL HOURLY RATES
Attached hereto are:
1)
Section 6 of the October 16, 2003 proposal.
180912.1
13
Comm.Dev.lRDA
CA 2/2004
III
III
III
III
III
II
II
III
II
II
Section 6 . Pr°E!.°sed Fee
The traditional approach in proposing building plan check fees is to apply a percentage to the
revenue collected by the agency for plan review fees. Using the City's Fee Schedule, SFA
proposes to charge eighty-five percent (85%) ofthe established plan check fee. A minimum fee
of $150 per project would be charged for small projects.
If SF A is reviewing duplicate or identical plans on a project, the proposed fee is fifteen percent
(15%) of the plan review fee collected after the initial model is checked at the prescribed rate.
SF A will not charge for rechecks unless the plans are incomplete or revised for which the City
would collect additional fees ÍÌ'om the applicant as well. The City would then have the funds to
reimburse SF A. Additional services outside the main scope of review would be charged at a rate
of$95.00 per hour or as mutually agreed upon based on the salary rate of the employee.
Inspection services are proposed at an hourly rate which would vary based on individual
qualifications of each inspector. The anticipated hourly rate would be between $40-$60 per hour.
Each inspector would be retained based on mutual agreement with the City prior to engaging
services.
Additional services will be at an agreed upon hourly rate depending on the employee category
and pay rate. A 15% fee for administration, coordination and handling will be added to
subcontracted services. Mileage will be invoiced at $0.36/mile. Scheduled overtime will be
performed at 125% of SF A's standard rates for 1 1/2 payrate and 1.5 when double-time is paid to
the employee in accordance with labor laws.
Senff l~nzel(lIs &. Ass..dllfes, Ilic.
EXHIBIT liD"
SCHEDULE OF PERFORMANCE
1. Plan check services shall be performed within ten (10) working days and five (5)
working days for all rechecks. The actual due date will be established by the City for
each project before it is released to the Consultant. The time for performance shall
begin the same day a request for plan pick-up is made by the City. Projects shall be
picked-up within one (1) working day of the request. Reviewed projects and their
correction sheets shall be returned to City for release to the applicant within one (1)
working day of completion, but no later than the project due date.
2. The pick-up and delivery of projects from and to City shall be at no additional expense
to City.
3. If an applicant requests plan check issues be resolved in person, an appointment shall
be arranged for by the Consultant within one (1) working days, shall include the
applicant, Consultant and City, and shall be held at City Hall. If the City need not be
included, the meeting shall be held at the Consultant's office. The meeting shall be at
no additional expense to the applicant nor City.
4. Contract Officer reserves the right to request "fast tracking" of a project. The project
shall be reviewed by Consultant at a faster than normal plan review schedule.
5. Inspection services shall be performed within three (3) working days of notice, unless
otherwise agreed to by Contract Officer.
6. For special service projects and reports, a Schedule of Performance shall be agreed
to by Consultant and City, and shall be incorporated into this Agreement upon
execution.
7. For plan checks requiring more than the initial plan check and two (2) rechecks for
approval, the Consultant shall meet with the Building Official for the purpose of
examination of unresolved issues prior to authorization for any additional plan checks
and/or fees. This meeting shall be scheduled by the Consultant within one (1) working
day of the completion of the third plan check and prior to release of any corrections to
the applicant.
180912.1
14
Comm.Dev.lRDA
CA 2/2004
ATTACHMENT B
Consultant Services Agreement/CSG Consultants Inc.
CONSULTANT SERVICES AGREEMENT
This Agreement for Consultant Services (herein "Agreement"), is made and
entered into by and between the CITY OF TUSTIN, a municipal corporation ("City"), and
CSG Consultants, Inc., a California Corporation ("Consultant").
WHEREAS, Consultant is qualified to provide the necessary services and has
agreed to provide such services; and
WHEREAS, Consultant has submitted to City a proposal, dated October 3, 2003, a
copy of which is attached hereto as Exhibit "A", and is by this reference incorporated
herein as though set forth in full hereto (the "Proposal").
NOW, THEREFORE, in consideration of the premises and mutual agreements
contained herein, City agrees to employ and does hereby employ Consultant and
Consultant agrees to provide consulting services as follows:
1.
SERVICES OF CONSULTANT
1.1 Scope of Services. In compliance with all terms and conditions of
this Agreement, Consultant shall provide those services specified in the "Proposal and
Scope of Services" attached hereto as Exhibit "A" and incorporated herein by this
reference, (the "services" or the "work"). Consultant warrants that all services shall be
performed in a competent, professional and satisfactory manner in accordance with all
standards prevalent in the industry. In the event of any inconsistency between the terms
contained in Exhibit "A" and the terms set forth in the main body of this Agreement, the
terms set forth in the main body of this Agreement shall govern.
1.2 Compliance with Law. All services rendered hereunder shall be
provided in accordance with all laws, ordinances, resolutions, statutes, rules, and
regulations of the City of Tustin and of any federal, state or local governmental agency of
competent jurisdiction.
1.3 Licenses and Permits. Consultant shall obtain at its sole cost and
expense such licenses, permits and approvals as may be required by law for the
performance of the services required by this Agreement.
1.4 Familiaritv with Work. By executing this Contract, Consultant
warrants that Consultant (a) has thoroughly investigated and considered the work to be
performed, (b) has investigated the site of the work and become fully acquainted with the
conditions there existing, (c) has carefully considered how the work should be performed,
and (d) fully understands the facilities, difficulties and restrictions attending performance
of the work under this Agreement. Should the Consultant discover any latent or unknown
conditions materially differing from those inherent in the work or as represented by the
City, Consultant shall immediately inform City of such fact and shall not proceed with any
180912.1
Comm.Dev.lRDA
CA 2/2004
work except at Consultant's risk until written instructions are received from the Contract
Officer.
1.5 Care of Work. Consultant shall adopt and follow reasonable
procedures and methods during the term of the Agreement to prevent loss or damage to
materials, papers or other components of the work, and shall be responsible for all such
damage until acceptance of the work by City, except such loss or damages as may be
caused by City's own negligence.
1.6 Additional Services. Consultant shall perform services in addition to
those specified in the Proposal when directed to do so in writing by the Contract Officer,
provided that Consultant shall not be required to perform any additional services without
compensation. Any additional compensation not exceeding ten percent (10%) of the
original Contract sum must be approved in writing by the Contract Officer. Any greater
increase must be approved in writing by the City Manager.
1.7 Special Reauirements. Any additional terms and conditions of this
Agreement, are set forth in Exhibits "B" and "C" and are incorporated herein by this
reference. In the event of a conflict between the provisions of Exhibit "B" and "C" and any
other provision or provisions of this Agreement including Exhibit A, the provisions of
Exhibits "B" and "C" shall govern.
2.
COMPENSATION
2.1 Compensation of Consultant. For the services rendered pursuant to
this Agreement, the Consultant shall be compensated and reimbursed only such amount
as are prescribed in Exhibit C.
2.2 Method of Pavment. In any month in which Consultant wishes to
receive payment, Consultant shall no later than the first working day of such month,
submit to City in the form approved by City's Director of Finance, an invoice for services
rendered prior to the date of the invoice. City shall pay Consultant for all expenses stated
thereon which are approved by City consistent with this Agreement, no later than the last
working day of said month.
2.3 Chanaes. In the event any change or changes in the work is
requested by City, the parties hereto shall execute an addendum to this Agreement,
setting forth with particularity all terms of such addendum, including, but not limited to, any
additional Consultant's fees. Addenda may be entered into:
A. To provide for revisions or modifications to documents or
other work product or work when documents or other work product or work is required by
the enactment or revision of law subsequent to the preparation of any documents, other
work product or work;
B. To provide for additional services not included in this
Agreement or not customarily furnished in accordance with generally accepted practice in
Consultant's profession.
180912.1
2
Comm.Dev.lRDA
CA 2/2004
2.4 Pavment for Chanaes. Changes approved pursuant to an
Addendum shall be compensated at the personnel hourly rates prescribed in Exhibit "C"
hereto. Note: Exhibit "C" prohibits billing for travel.
3.
PERFORMANCE SCHEDULE
3.1
Time of Essence. Time is of the essence in the performance of this
Agreement.
3.2 Schedule of Performance. All services rendered pursuant to this
Agreement shall be performed within any time periods prescribed in any Schedule of
Performance attached hereto marked Exhibit "D". The extension of any time period
specified in the Exhibit "D" must be approved in writing by the Contract Officer.
3.3 Force Majeure. The time for performance of services to be rendered
pursuant to this Agreement may be extended because of any delays due to
unforeseeable causes beyond the control and without the fault or negligence of the
Consultant, including, but not restricted to, acts of God or of a public enemy, acts of the
government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes,
freight embargoes, and unusually severe weather if the Consultant shall within ten (10)
days of the commencement of such condition notify the Contract Officer who shall
thereupon ascertain the facts and the extent of any necessary delay, and extend the time
for performing the services for the period of the enforced delay when and if in the
Contract Officer's judgment such delay is justified, and the Contract Officer's
determination shall be final and conclusive upon the parties to this Agreement.
3.4 Term. Unless earlier terminated in accordance with Section 7.7 of
this Agreement, this Agreement shall continue in full force and effect until satisfactory
completion of the services but not exceeding one (1) year from the date hereof, unless
extended by mutual written agreement of the parties.
4.
COORDINATION OF WORK
4.1 Representative of Consultant. The following Principal of the
Consultant is hereby designated as being the principal and representative of Consultant
authorized to act in its behalf with respect to the work specified herein and make all
decisions in connection therewith: Albert Salvador.
It is expressly understood that the experience, knowledge, capability
and reputation of the foregoing Principal is a substantial inducement for City to enter into
this Agreement. Therefore, the foregoing Principal shall be responsible during the term of
this Agreement for directing all activities of Consultant and devoting sufficient time to
personally supervise the services hereunder. The foregoing Principal may not be
changed by Consultant without the express written approval of City.
4.2 Contract Officer. The Contract Officer shall be the Director of
Community Development of City unless otherwise designated in writing by the City
180912.1 3
Comm.Dev.lRDA
CA 2/2004
Manager of City. The Co-Contract Officer shall be the Building Official. It shall be the
Consultant's responsibility to keep the Contract Officer, or the Co-Contract Officer in the
Contract Officer's absence, fully informed of the progress of the performance of the
services and Consultant shall refer any decisions which must be made by City to the
Contract Officer. Unless otherwise specified herein, any approval of City required
hereunder shall mean the approval of the Contract Officer or the Co-Contract Officer.
4.3 Prohibition Aaainst Subcontractina or Assianment. The experience,
knowledge, capability and reputation of Consultant, its principals and employees were a
substantial inducement for the City to enter into this Agreement. Therefore, Consultant
shall not contract with any other entity to perform in whole or in part the services required
hereunder without the express written approval of the City. In addition, neither this
Agreement nor any interest herein may be assigned or transferred, voluntarily or by
operation of law, without the prior written approval of City.
4.4 Independent Contractor. Neither the City nor any of its employees
shall have any control over the manner, mode or means by which Consultant, its agents
or employees perform the services required herein, except as otherwise set forth herein.
Consultant shall perform all services required herein as an independent contractor of City
and shall remain at all times as to City a wholly independent contractor with only such
obligations as are consistent with that role. Consultant shall not at any time or in any
manner represent that it or any of its agents or employees are agents or employees of
City. Consultant shall be solely responsible for compliance with State and Federal Law
with respect to the wages, hours, benefits, and working conditions of its employees,
including requirement for payroll deductions for taxes. Employees or independent
contractors of Consultant are not City employees.
5.
INSURANCE / INDEMNIFICATION
5.1
Insurance.
A. Consultant shall maintain in full force and effect during the
term of these Agreement policies of commercial general liability and automobile liability
insurance (each of which shall include property damage and bodily injury) and each with
limits of at least $1,000,000 combined single limit coverage per occurrence.
B. Consultant shall maintain in full force and effect during the
term of this Agreement a policy of professional liability insurance coverage with limits of at
least $1,000,000 combined single limit coverage per claim or per occurrence. If
Consultant provides claims made professional liability insurance, Consultant shall also
agree in writing either (1) to purchase tail insurance in the amount required by this
Agreement or to cover claims made within five (5) years of the completion of Consultant's
service under this Agreement, or (2) to maintain professional liability insurance coverage
with the same carrier in the amount required by this Agreement for at least five (5) years
after completion of Consultant's services under this Agreement. Consultant shall also
provide evidence to the City of the purchase of the required tail insurance or continuation
of the professional liability policy by executing the attached Letter Agreement on
Consultant's letterhead.
180912.1
4
Comm.Dev.lRDA
CA 2/2004
C. Consultant shall carry and pay for such workers'
compensation insurance as is required fully protect Consultant and its employees under
California Worker's Compensation Insurance Law. The insurance company shall agree to
waive all rights of subrogation against the City for losses paid under the policy, which
losses arose from the work performed by the named insured.
D. Other applicable insurance requirements are: (1) Name the
City, its officials and employees as an additional insured on the commercial, general and
automobile policies. (2) The insurance shall be issued by a company authorized by the
Insurance Department of the State of California and rated A, VII or better (if an admitted
carrier) or A-, X (if offered, by a surplus line broker), by the latest edition of Best's Key
Rating Guide, except that the City will accept workers' compensation insurance rated B-
VIII or better or from the State Compensation Fund. (3) The Insurance shall not be
cancelled, except after thirty (30) days written prior notice to the City; and (4) The
commercial general and automobile liability insurance shall each be primary as respects
the City, and any other insurance maintained by the City shall be in excess of this
insurance and not contribute to it.
E. Upon execution of this Agreement, Consultant shall provide to
City certificates of insurance and insurer endorsements evidencing the required
insurance. Insurer endorsements (or a copy of the policy binder if applicable) shall be
provided as evidence of meeting the requirements of Subsections (1)(3) and (4) of
Section 7D above and the waiver of subrogation requirement in Section C above. If self-
insured for worker's compensation, Consultant shall submit to City a copy of its
certification of self-insurance issued by the Department of Industrial Relations.
5.2 Indemnification. The Consultant shall defend, indemnify and hold
harmless the City, its officers and employees, from and against any and all actions, suits,
proceedings, claims, demands, losses, costs, and expenses, including legal costs and
attorneys' fees, for injury to or death of person or persons, for damage to property,
including property owned by City, arising from errors and omissions of Consultant, its
officers, employees and agents, and arising out of or related to Consultant's performance
under this Agreement, except for such loss as may be caused by City's sole negligence or
that of its officers or employees.
The Consultant shall also defend, indemnify and hold the City
harmless from any claims or liability for City health and welfare, retirement benefits, or
any other benefits of part-time or fulltime City employment sought by Consultant's
officers, employees, or independent contractors, whether legal action, administrative
proceeding or pursuant to State statue.
6.
RECORDS AND REPORTS
6.1 Reports. Consultant shall periodically prepare and submit to the
Contract Officer such reports concerning the performance of the services required by this
Agreement as the Contract Officer shall require.
6.2 Records. Consultant shall keep such books and records as shall be
necessary to properly perform the services required by this Agreement and enable the
180912.1 5
Comm.Dev.lRDA
CA 2/2004
Contract Officer to evaluate the performance of such services. The Contract Officer shall
have full and free access to such books and records at all reasonable times, including the
right to inspect, copy, audit and make records and transcripts from such records.
6.3 Ownership of Documents. All drawings, specifications, reports,
records, documents and other materials prepared by Consultant in the performance of
this Agreement shall be the property of City and shall be delivered to City upon request of
the Contract Officer or upon the termination of this Agreement, and Consultant shall have
no claim for further employment or additional compensation as a result of the exercise by
City of its full rights or ownership of the documents and materials hereunder. Consultant
may retain copies of such documents for its own use. Consultant shall have an
unrestricted right to use the concepts embodied therein.
6.4 Release of Documents. All drawings, specifications, reports,
records, documents and other materials prepared by Consultant in the performance of
services under this Agreement shall not be released publicly without the prior written
approval of the Contract Officer.
7.
ENFORCEMENT OF AGREEMENT
7.1 California Law. This Agreement shall be construed and interpreted
both as to validity and to performance of the parties in accordance with the laws of the
State of California. Legal actions concerning any dispute, claim or matter arising out of or
in relation to this Agreement shall be instituted in the Superior Court of the County of
Orange, State of California, or any other appropriate court in such county, and Consultant
covenants and agrees to submit to the personal jurisdiction of such court in the event of
such action.
7.2 Disputes. In the event of any dispute arising under this Agreement,
the injured party shall notify the injuring party in writing of its contentions by submitting a
claim therefor. The injured party shall continue performing its obligations hereunder so
long as the injuring party cures any default within ninety (90) days after service of the
notice, or if the cure of the default is commenced within thirty (30) days after service of
said notice and is cured within a reasonable time after commencement; provided that if
the default is an immediate danger to the health, safety and general welfare, the City may
take immediate action under Section 7.6 of this Agreement. Compliance with the
provisions of this Section shall be a condition precedent to any legal action, and such
compliance shall not be a waiver of any party's right to take legal action in the event that
the dispute is not cured.
7.3 Waiver. No delay or omission in the exercise of any right or remedy
of a non-defaulting party on any default shall impair such right or remedy or be construed
as a waiver. No consent or approval of City shall be deemed to waive or render
unnecessary City's consent to or approval of any subsequent act of Consultant. Any
waiver by either party of any default must be in writing and shall not be a waiver of any
other default concerning the same or any other provision of this Agreement.
180912,1
6
Comm.Dev.lRDA
CA 2/2004
7.4 Riqhts and Remedies are Cumulative. Except with respect to rights
and remedies expressly declared to be exclusive in this Agreement, the rights and
remedies of the parties are cumulative and the exercise by either party of one or more of
such rights or remedies shall not preclude the exercise by it, at the same or different
times, of any other rights or remedies for the same default or any other default by the
other party.
7.5 Leaal Action. In addition to any other rights or remedies, either party
may take legal action, in law or in equity, to cure, correct or remedy any default, to
recover damages for any default, to compel specific performance of this Agreement, to
obtain injunctive relief, a declaratory judgment or any other remedy consistent with the
purposes of this Agreement.
7.6 Termination Prior to Expiration of Term. The City reserves the right
to terminate this Agreement at any time, with or without cause, upon thirty (30) days
written notice to Consultant, except that where termination is due to the fault of the
Consultant and constitutes an immediate danger to health, safety and general welfare,
the period of notice shall be such shorter time as may be appropriate. Upon receipt of the
notice of termination, Consultant shall immediately cease all services hereunder except
such as may be specifically approved by the Contract Officer. Consultant shall be entitled
to compensation for all services rendered prior to receipt of the notice of termination and
for any services authorized by the Contract Officer thereafter.
7.7 Termination for Default of Consultant. If termination is due to the
failure of the Consultant to fulfill its obligations under this Agreement, City may take over
the work and prosecute the same to completion by contract or otherwise, and the
Consultant shall be liable to the extent that the total cost for completion of the services
required hereunder exceeds the compensation herein stipulated, provided that the City
shall use reasonable efforts to mitigate damages, and City may withhold any payments to
the Consultant for the purpose of set-off or partial payment of the amounts owed to City.
7.8 Attornevs Fees. If either party commences an action against the
other party arising out of or in connection with this Agreement or it subject matter, the
prevailing party shall be entitled to recover reasonable attorneys' fees and costs of suit
from the losing party.
8.
CITY OFFICERS AND EMPLOYEES; NON-DISCRIMINATION
8.1 Non-Liabilitv of City Officers and Emplovees. No officer or employee
of City shall be personally liable to the Consultant, or any successor-in-interest, in the
event of any default or breach by the City or for any amount which may become due to
the Consultant or its successor, or for breach of any obligation of the terms of this
Agreement.
8.2 Covenant Aaainst Discrimination. Consultant covenants that, by and
for itself, its heirs, executors, assigns, and all persons claiming under or through them,
that there shall be no discrimination or segregation in the performance of or in connection
with this Agreement regarding any person or group of persons on account of race, color,
180912.1 7
Comm.Dev.lRDA
CA 2/2004
creed, religion, sex, marital status, national origin, or ancestry. Consultant shall take
affirmative action to insure that applicants and employees are treated without regard to
their race, color, creed, religion, sex, marital status, national origin, or ancestry.
9.
MISCELLANEOUS PROVISIONS
9.1 Notice. Any notice, demand, request, consent, approval, or
communication either party desires or is required to give to the other party or any other
person shall be in writing and either served personally or sent by pre-paid, first-class mail
to the address set forth below. Either party may change its address by notifying the other
party of the change of address in writing. Notice shall be deemed communicated forty-
eight (48) hours from the time of mailing if mailed as provided in this Section.
To City:
CITY OF TUSTIN
300 Centennial Way
Tustin, CA 92780
Attention: Director of Community Development
(Contract Officer)
To Consultant:
Albert Salvador
Building, Fire and Life Safety Manager
CSG Consultants Inc.
151 Kalmus Blvd, Suite C-200
Costa Mesa, CA 92626
9.2 Intearated Aareement. This Agreement contains all of the
agreements of the parties and cannot be amended or modified except by written
agreement.
9.3 Amendment. This Agreement may be amended at any time by the
mutual consent of the parties by an instrument in writing.
9.4 Severabilitv. In the event that anyone or more of the phrases,
sentences, clauses, paragraphs, or sections contained in this Agreement shall be
declared invalid or unenforceable by valid judgment or decree of a court of competent
jurisdiction, such invalidity or unenforceability shall not affect any of the remaining
phrases, sentences, clauses, paragraphs, or sections of this Agreement, which shall be
interpreted to carry out the intent of the parties hereunder.
9.5 Corporate Authoritv. The persons executing this Agreement on
behalf of the parties hereto warrant that they are duly authorized to execute this
Agreement on behalf of said parties and that by so executing this Agreement the parties
hereto are formally bound to the provisions of this Agreement.
180912.1
8
Comm.Dev./RDA
CA 2/2004
IN WITNESS WHEREOF, the parties have executed this Agreement as of the
dates stated below.
"City"
Dated:
CITY OF TUSTIN, a municipal
corporation
By:
Elizabeth A. Binsack
Director of Community Development
APPROVED AS TO FORM:
Lois Jeffrey
City Attorney
"Consultant"
CSG Consultants, Inc.
By:
Rick Mao
President
180912.1
9
CommDev.lRDA
CA 2/2004
Attached hereto are:
180912.1
EXHIBIT "A"
PROPOSAL and SCOPE OF SERVICES
1)
2)
Consultant's Proposal; and
Scope of Services
10
Comm.Dev.lRDA
CA 2/2004
PROPOSAL To PROVIDE
PROFESSIONAL
BUILDING AND PUBLIC WORKS
PLAN REVIEW AND INSPECTION
SERVICES
cr. at'
T:. :.. .f" . ...
...:.,_..88,
PREPARED BY:
CSG CONSULTANTS, INC.
151 KALMUS BLVD. - STE. C-200
COSTA MESA, CA 92626
MAIN: (888) 794-2016
FAX: (714) 444-9592
A MULTI-PISCIPLINE
MUNICIPAL ENGINEERING
CONSULTING FIRM
OCTOBER 2003
October 3, 2003
Mr. Khanh Nguyen, P.E., CBO
City of Tustin
Department of Community Development
300 Centennial Way
Tustin, CA 92780
SUBJECT:
Proposal To Provide Professional Building and Public Works Improvement Services
Dear Mr. Nguyen:
Thank you for considering CSG Consultants, Inc. to provide the City of Tustin with professional
Building and Public Works services as outlined in your request for proposal.
To effectively manage this project, we have identified a team to provide the required services. I will
be serving as the Project Manager. The project's Structural Plan Check Engineering team is comprised
of Ritchie Kato, S.E., Richard Mao, P.E., and Julian Lorenzo, P.E. Mr. Peter Grossman, P.E., and Ms.
Michelle Wu will review Grading and Off-Site Improvement Plans. The Inspection team includes Mr.
Kenneth Rachko, P.E., Mr. Daniel Jay, and Mr. Brad Donohue.
CSG is a fully insured company. In addition to the required State Worker's Compensation Insurance,
CSG has a comprehensive automobile policy in the amount of one million dollars ($1,000,000);
coverage in the amounts of two million dollars ($2,000,000) for general liability; and one million
dollars ($1,000,000) for professional errors and omissions. CSG will guarantee that insurance for
professional errors and omissions will be maintained throughout the term of the contract and three
years after contract termination.
We would also like to assure you, as with all of our clients, that CSG would maintain a business license
with the City of Tustin for the purposes and terms of this contract.
The following proposal outlines our scope of services, methodology by which we propose to attain this,
and includes all necessary evaluation information. Thank you for taking the time to review this
document. We are excited about the opportunity to provide the City of Tustin with a team of
professionals to perform the specific municipal functions you require. Should you have any questions,
please contact Marie Culpepper-Burmley, Municipal Services Coordinator, or myself; toll free at (888)
794-2016.
Sincerely,
þt/~ ~
Albert Salvador, P.E.
Building, Fire and Life Safety Manager
Attached - Proposal
151 Kalmus Blvd. Suite C,200
Costa Mesa, CA 92626
Phone: 714-444,9595; Fax: 714-444,9592
Email: csgstaff@csgengr.com; Online at www.csgwebsite.com
INTRODUCTION
CSG Consultants, Inc. is pleased to present this proposal to provide professional services to
the City of Tustin for staffing at the City's Building Division. The City is seeking a firm to
provide Building Safety plan review and inspection and Grading/Improvement plan review and
inspection services to support new development at the former Marine Corps Air Station in
Tustin, California.
CSG Consultants, Inc. is a multi-discipline municipal consulting firm providing professional
Building, Fire and Life Safety, Public Works and Engineering and Planning services to public
agencies. CSG's services include building and fire plan review and inspection, engineering
design, surveying, construction management, staff augmentation, and professional planning
services. We provide a variety of these services to over 35 jurisdictions and governmental
agencies, and strive to provide the highest quality of service to our clients. CSG's client base
is primarily made up of municipal agencies in California.
We at CSG believe that our success is due largely to our pervasive commitment to building long-
term relationships with our clients, as well as providing a basis that not only promotes, but
generates and builds value in each community we serve.
CSG Consultants, Inc. is a California corporation founded in 1991 with its' primary focus: to
provide excellent services and develop and maintain client satisfaction. In addition to the
services already mentioned, we provide multi-discipline project and construction management
for local agencies with an uncommon dedication to client service. Our objective is to help our
clients achieve the projects and results they want, within budget, on time, and with great
emphasis on feedback from the community, safety and quality of work.
Our commitment to client satisfaction has brought us great success. Our exceptional growth in
personnel during the past three years is an indicator of our success. We have over 50 talented
engineers, inspectors, planners, construction managers, information system technicians,
estimators, architects and community development specialists today. This translates into, not
only our staff's ability, but also your ability, to tap in and use as a resource, any of these
professionals should the need come about.
CSG Consultants serves as an owner's representative, managing and coordinating the work to
optimize efficiency and minimize potential conflicts between stakeholders so we can achieve
successful project completion together.
FIRM'S EXPERIENCE
CSG is uniquely qualified to provide professional Building and Public Works Department
services to the City of Tustin in two important aspects. First, our staff includes a high
percentage of plan check, structural and civil engineers, inspectors and counter technicians
who have spent much of their professional careers in public service as building officials, division
managers, department heads, inspectors and development review/counter technicians.
Second, all of our clients are public agencies, thus eliminating any concern of conflict of
interest. CSG's goal is to act at all times as agents of our clients, the cities and other pubic
agencies that we serve, providing responsive customer service to their clientele. In fact, if a
conflict of interest should ever arise, CSG is committed to putting the interests and needs of the
City first and foremost - we believe, and have found that by doing so, ours too, will be met.
Building on this principle permits us to say, "We have rarely, if ever, lost a client."
Furthermore, and completely in accordance with the City's recently acclaimed master planned
development, " The Tustin Legacy", is the fact that CSG has provided Professional Services,
including, Urban Planning, Fire and Life Safety, Public Works, Design and Engineering, and
Building services for clients within California who have integrated master planned
developments within their communities.
As an extension to City personnel, CSG has overseen and performed peer reviews of
geotechnical studies, environmental monitoring, coordinated community meetings, provided
planning reports and drawings, managed the design, plan review, utility relocation
coordination, as well as performed building and grading plan review and inspections, managed
project budgets, and provided overall project management, all the while ensuring our clients
needs were addressed and met each step of the way. Again, this is further evidenced by the
fact that CSG only performs work for public agencies, therefore eliminating any conflict of
interest concerns.
Our experienced engineers are motivated to achieve the timely turnaround and cost-effective
review of plans, and with plans coming into our office for plan review, we are committed to the
timely review and delivery of plans and required documents, back to the City.
Our team of civil and structural engineers, inspectors, technicians and management staff are
highly skilled and experienced professionals who possess the necessary training and
certifications in their discipline's practices and methods; each of whom possess a thorough
understanding of what it takes to provide superior client and customer service, and through
learning, understanding and knowing your community, ensure that your City's best interest are
always protected.
FIRM'S EXPERIENCE
HIGHLIGHTS OF RECENT PROJECTS
RICHARD NIXON RESEARCH LIBRARY
YORBA LINDA, CA
. Coordinated and provided building and structural
plan review throughout project.
. Reviewed plans for on-site improvements.
. Assisted the City in handling Architects, Structural
Engineers, and overall plan check comments.
. Worked with staff and development team from the
beginning to ensure all questions pertaining to the
structure were addressed, thereby allowing
construction to start on time.
. Participated in numerous hearings and presentations
to City Council and various neighborhood
organizations.
RADDISSON HOTEL,
SAN FRANCISCO
AIRPORT
. Coordinated pre-
construction meetings to
clarify and resolve all
matters prior to plan
submittal.
. Performed building and
fire plan review.
. Provided quality
building, fire and special
inspection services.
Raddisson Hotel -
SFO Airport
. Due to the diligence
showed on project from
beginning to end, a
Certificate of Occupancy
was issued one month
ahead of time, thereby
allowing the City to
collect transient
occupancy tax monies
one month sooner.
UNIVERSITY CIRCLE, EAST PALO ALTO
Coordinated and provided building and structural
plan review and building and public works inspection
services throughout project.
. Reviewed plans for on- and off-site improvements.
. Represented the City in dealing with Caltrans for
timely delivery of projects within State right-of-way.
Supervised construction of off-site improvements
valued at $4,000,000.
Supervised preparation of plans, specifications,
and cost estimates for Caltrans work valued at
$3,000,000.
Supervised construction of improvements and
coordinated with Caltrans for off-ramp modifications.
Participated in numerous hearings and
presentations to City Council and various neighborhood
or anizations.
.
.
.
.
.
IKEA, EAST PALO ALTO
. Managed preparation of
Environmental Impact Report (EIR)
for the IKEA Project.
. Participated in numerous public
hearings and community workshops
for the project.
. Performed building plan review
. Provided building and fire inspection
services for project.
. Assisted the City and Redevelopment
Agency in relocation of the 24"
transmission gas main from the site.
. Assisted the City in plan review and
ongoing construction issues.
. Coordinated utility relocation and
street abandonment.
. Assisted the City in imposing
development conditions and
mitigation measures.
. Provided Geotechnical Site
peer review services
. Plan checked California's largest
zero energy home development
(building and fire)
. Provide one inspector exclusive
to this project.
Project Consists of:
. 177 single
family homes
. 80 townhomes
. 155 apartments
Clarum Homes
"Vista Montana" Subdivision
Watsonville, CA
SOUTH SAN FRANCISCO
CONFERENCE CENTER
A full-service/support conference center with on-site
catering and AV resources, business services and state-of-
the-art telecommunications
.
Performed Building and Structural Plan
Check and Inspection Services.
.
Provided project oversight - in-house and in
the field - to ensure a timely opening.
.
Participated in preconstruction process to
ensure all matters were addressed and
handled prior to construction, thereby
allowing center to open on time and with in
budget.
METHODOLOGY
We at CSG understand that the needs of most jurisdictions involve:
A smooth transition of contract personnel into current operations;
High quality professional and technical services;
Time critical turnarounds while staying within budget, for plan reviews and projects;
A solution to their problems, not an additional problem;
Follow-up support on difficult and complex projects.
We have proven methods to schedule effective staffing and provide professional services to
assist in meeting all of these, whatever the need: management, project oversight, plan review,
inspection and counter services, budget and specialized funding support, information services
and technology support. For example, in providing plan review services, we recently developed
our web-based proprietary tracking system (see Exhibit A), which allows our clients and their
customers the ability to pull up a plan that is in plan check and find out information on the
plan, including the date it was logged in, date and to whom it is assigned (plan checker),
number of times submitted, status of plan, and when applicable, the program allows you to
download a copy of the comments and correction list or approved transmittal via Microsoft
Word format.
CSG is experienced in the development review process and understands how important it is for
individual departments to work together to make a project successful. Our philosophy is to
work closely with all other departments, divisions and agencies to eliminate redundancy and
increase efficiency. We understand the difficulties in interpreting code standards and take
pride in providing solutions for your constituents.
Please refer to the enclosed list of references and feel free to contact them. Our clients agree
that CSG is the solution for contract municipal services. In all areas, we use our significant
experience to identify jurisdictional needs and tailor programs to deliver services in the most
cost effective and efficient manner.
CSG Consultants (CSG) will provide professional building and (if needed) fire plan review
services for the City of Tustin as follows. The following scope of work can always be tailored or
modified to more specifically address and meet your changing needs:
BUILDING &. FIRE PLAN REVIEW
CSG's staff of engineers and plan checkers will review plans for compliance with
all policy and model codes adopted by the City, including but not limited to:
. The Uniform Building Code, Volumes 1 and 2 and the Mechanical Code
as published by International Conference of Building Officials, as
adopted and amended by the State of California.
. National Electrical Code as published by the National Fire Protection
Association (NFPA), as adopted and amended by the State of California.
. Uniform Plumbing Code as published by the International Association of
Plumbing and Mechanical Officials (IAPMO), as adopted and amended
by the State of California.
. The Uniform Fire Code as jointly published by the Western Fire Chiefs
Association and the National Fire Protection Association (NFPA); as
amended and adopted by the State of California (Title24, Part 9
California Fire Code).
. National Fire Codes as published by the National Fire Protection
Association (NFPA); as adopted and referenced by the State of
California (California Code of Regulations, Title 19, Section 1.09).
. National Electrical Code as published by the National Fire Protection
Association (NFPA); as adopted and amended by the State of California
(Title-24, Part 3 of the California Electrical Code).
. State Historical Building Code.
. Internationally recognized structural design standards.
. Disabled Access Regulations as specified in Chapter Two of Title-24 of
the State Building Code and the American's with Disabilities Act (ADA).
. Energy Standards as specified in Title-24 of the State Building Codes,
and FEMA flood zone regulations.
. City adopted ordinances relative to building, including project
Conditions of Approval from other City departments, divisions,
regulating agencies and jurisdictions.
Plan Review Comments
All plan review comments are formatted to your City's established correction list
template(s), and if one doesn't exist, we can help you make one. Any standard forms
established by the City (Le. request for alternate materials or methods form, request
for hardship exemption form, etc.) will be incorporated into correction comments. In
addition, Internet access is available for transferring plan review comments to
applicants.
We recognize the value of pre-design and pre-construction meetings and consultations
with prospective applicants and can provide that service as well. Our experience
suggests that our greater involvement early in the design process yields benefits later
on, and therefore feel it is necessary to be involved in Development Review meetings
for projects subjected to the Planning Review process. Commercial projects can often
be opened months sooner, thus providing earlier revenues to both the business and
City alike.
Office Hours
CSG's staff of plan checkers and engineers will be available for applicant inquiries or
conferences. For your convenience, we are also available to meet with City Staff,
architects and applicants at City Hall. Web conferencing, fax and conference calls are,
alternatively, options as well for staff off-site.
Plan Delivery
With staff working at the City on a daily basis, we will coordinate, at no additional cost
to the City, the pickup and return of all plans that are sent to our plan check office for
plan review. This is the most efficient way to ensure security and prompt service.
Proiect Time Line
We are very proud of our ability to achieve quality plan reviews while maintaining
consistently superior turnaround times. In fact, we can perform virtually every plan
review within this time line, which is shown in working days:
Working Days
Project Type
Single Family Dwellings and Additions
Tenant Improvements
Single Family Subdivisions
Small Commercial/Industrial Additions
Multi-Family Apartments, Condominiums
Commercial/Industrial Buildings
High-Rise and Very Complex Projects
Initial Check
8
8
10
10
10
10
10
Recheck
5
5
5
5
5
5
5
While we welcome highly complex projects, understandably, these turnaround times
may vary. Extraordinarily complex projects, which may require additional time, will
immediately be brought to the attention of the City's Building Official, and when
necessary on larger projects, a foundation only permit may be considered approved to
assist developers with fast-tracking their projects.
Accelerated Plan Review
In most cases, CSG completes the initial plan review in less time than the specified
number of working days with considerably less time in rechecks. However, some plans
may require expedited plan review. At your request, we will perform plan review
services within an accelerated timeframe negotiated on behalf of the applicant, the
City's Building Official and CSG. Accelerated plan review will require an additional fee
to be agreed upon by the applicant and CSG, however, CSG's proposed fee to the City
will remain the same.
A dedicated team of professionals. . .
. . . serving the needs of California
cities, counties, and public agencies for
over 13 years....
BUILDING FIELD INSPECTION
CSG Consultants will provide building inspector(s) to the City of Tustin and is also able
to provide special project-related inspection services for the City of Tustin as-needed.
Under the direction of the Building Official, our assigned inspector(s) will provide
building inspection services for commercial, industrial, multi-and single-family as well
as all other inspections required. Our inspectors will follow the office and field
procedures dictated by the Building Official. All inspections will be performed by a
fully qualified, properly certified building inspector.
Prior to commencement of work, our inspector(s) will research the policies and
special code interpretations of the City, for purposes of consistent application and
public relations. All inspections will ensure compliance with current City and State
building codes and City ordinances. Our inspector(s) will consult with the City's
Building Official on all discretionary decisions and/or materials or types of
construction, as well as ensuring that all relevant City regulatory agencies have
approved the project.
CSG will maintain daily inspection records and all necessary documents on file. Upon
conclusion of project, all inspection documents, and "as-built" drawings, will be
professionally formatted and properly filed. The file and/or record set will either be
microfilmed or scanned into digital format for long-term storage, whichever is
preferred by the City.
CSG has demonstrated the ability to provide quality inspections in a timely manner.
The designated inspector(s) will work with Building staff to ensure that all inspections
are performed as requested and will be available to answer counter and telephone
inquiries as needed.
GRADING/IMPROVEMENT PLAN REVIEW
CSG provides civil engineering and site development consulting services to many of our
clients. Our services include predevelopment site investigations, site evaluation and
planning, landscape architecture, site grading analyses, stormwater management, utility
design/coordination, management of regulatory approvals, and preparation of
construction documents. CSG has reviewed plans for regional shopping centers, office
buildings, industrial and institutional facilities, and commercial site developments.
Site Grading Analyses and Review
CSG has extensive experience developing and reviewing site grading plans, producing
"balanced" earthwork conditions where there is no need to import or remove material
from the site. We have developed and evaluated grading plans for sites involving as
little as a few thousand cubic yards to over several million cubic yards of earthmoving
to satisfy project objectives. Our site grading consulting services incorporate CADD
technology and integrate the important aspects of site development, such as slope
stability, drainage, stormwater management, and geotechnical requirements.
Stormwater Manaaement
CSG provides comprehensive stormwater management consulting services, including
flood routing studies, stream relocations and enclosures, hydrologic and hydraulic
analyses and design, and above-ground and below-ground stormwater detention. Our
use of extensive computer software enables CEC to analyze alternative storm water
detention measures and methodologies to satisfy site-specific regulatory
requirements. We have demonstrated a proven ability to design and permit
stormwater detention facilities for difficult sites with unique stormwater-related
problems.
Site DeveloDment Services
CSG has extensive experience preparing regulatory permits and managing the
design, approval, and construction processes of site development projects. Our staff
has designed sanitary sewer and water distribution systems and coordinated the
service extensions of natural gas, electric, telephone, and cable television utilities.
CSG can also prepare sewer/water service feasibility studies that identify capacity
constraints and costs of service alternatives. CSG integrates all of the design
elements into buildable construction drawings and specifications. Our staff is also
experienced in managing the regulatory permitting and site plan approva I processes
of site development projects
PUBLIC WORKS CONSTRUCTION INSPECTIONS
Inspection of grading and site improvements is provided to a majority of CSG's
municipal clients. Where feasible, site improvements are inspected by the building
inspector assigned to the project. In subdivisions or for lots where there is
extensive grading and lor extensive off-site utilities, a Public Works Inspector is
also assigned to the project. Site improvement plan are reviewed by a civil
engineer with extensive experience in a number of cities, with quality assurance
review by a registered civil engineer. Plans are then reviewed by the engineer with
the assigned inspector, paying particular attention to unusual site conditions,
technical requirements and maintenance of public safety. When required,
improvement staking and finished elevations can be verified by CSG survey staff.
Public works construction management and inspection staff include registered
engineers, a licensed surveyor, graduate engineers and staff experienced in
development and building. They employ their knowledge and experience not only
to assure that construction meets city standards and conforms to approved plans
but also to insure safety and convenience for residents and others who pass by
sites under construction. All CSG staff have gained experience working in cities
and many CSG staff also worked for other public employers including Federal and
State agencies.
S
T
A .,i', ø..
","....."i¡,.'"
",.
~
F
F
STAFF PROFILE
ALBERT SALVADOR, P.E.
Building Division Manager/ Project Manager
REGISTRATION
Civil Engineer, State of California RES 60106
ICBO Certified Plans Examiner
EDUCATION
B.S., Civil Engineering, Concentration in Structural Design
California Polytechnic State University, San Luis Obispo
As CSG's Building Division Manager, Mr. Salvador is responsible for the management
of plan review, building inspection and counter staff. His professional experience
includes enforcement of all provisions of the California Building Standards Code for
multiple jurisdictions throughout Northern California. He is skilled in both structural
and non-structural building design review for compliance with applicable building
codes and ordinances, engineering standards and specifications, state energy
requirements, and state accessibility regulations. His broad experience with complex
industrial, com-mercial and residential projects ensures that CSG's clients receive
superior building services.
Prior to his employment with CSG, Mr. Salvador served as the Deputy Building Official
for the City of San Mateo and as a Structural Engineer Associate for the City of Los
Angeles Department of Building and Safety. In those positions, he was responsible
for structural design review of various building types and occupancies, and he directly
responded to customer inquiries on building code provisions, permit procedures and
related matters. His work in local government gives him a valuable background for
effective supervision and management of building plan review, inspection and counter
services for CSG's clients.
Mr. Salvador's expertise also includes the evaluation and implementation of
procedures to streamline the permit process. This ensures that CSG's building
services are managed by an experienced building professional who possesses a
thorough understanding of the development review process and the importance of
providing quality public service.
Page 14
STAFF PROFILE
KENNETH RACHKO, P.E.
Senior Engineer
REGISTRATION
Professional Civil Engineer, State of California 59622
EDUCATION
M.s., Civil Engineering (Construction Management)-University of Washington,
Seattle
B.S., Civil Engineering-Newark College of Engineering, Newark, New Jersey
MEMBERSHIPS
American Society of Civil Engineers
American Public Works Association
Society of American Military Engineers
Military Officers Association of America
O~O
Mr. Rachko has over 20 years experience in increasingly responsible positions
in engineering management. He has managed all aspects of engineering
projects, including design, acquisition, construction, facility and infrastructure
maintenance, and repair and redevelopment programs.
Prior to joining CSG, Mr. Rachko managed the construction of a variety of
projects including a utilities project that provided a major metropolitan airport
with expanded infrastructure; a new technology aircraft washrack wastewater
collection and treatment system; and an innovative environmental
neutralization and remediation project.
As Construction Manager for the South San Francisco School District, Mr.
Rachko managed projects totaling several million dollars and involving seismic
upgrades and improvements for ADA compliance at nearly a dozen schools.
Mr. Rachko also managed construction work for Reimar Associates involving
the closure and redevelopment of military bases.
As Senior Engineer with LFR Levine-Fricke (formerly Reimar Associates), Mr.
Rachko served as Construction Manager of a major infrastructure project for
the Port of Oakland expanding the utility systems to accommodate new tenants
at the Oakland Airport.
Mr. Rachko's experience as in construction management, coupled with his
background in the management of capital improvement programs,
infrastructure, and facilities management, provides CSG clients with superior
construction management services.
STAFF PROFILE
DANIEL L. JAY
Certified Building Inspector
REGISTRATION
ICBO Certified Building Inspector # 1126452-10
Licensed General Contractor
EDUCATION
Building Code Classes: UBC, NEC, UPC, UMC, Field Inspections
Mr. Jay is a Certified Building Inspector for CSG Consultants, Inc. With 7
years experience as a building inspector in the cities of Riverside and
Orange, and over 15 years experience in Commercial and Residential
Construction, Mr. Jay has extensive experience and knowledge to
effectively coordinate and perform all tasks related to building
inspection.
ICBO Certified, Mr. Jay has also been a special inspector on large, multi-
faceted commercial and industrial projects. During his career in
municipal building inspection, Mr. Jay has field checked hundreds of
construction projects for code compliance ranging from inspection of
structural systems through inspection of support service utilities.
Mr. Jay's public sector worked crosses into the Streets Maintenance
Division of Public Works at the City of Riverside, and in the capacity was
fortunate to be able to work with Public Works Inspectors and has
extensive knowledge of concrete and asphalt, with some working
knowledge of off-site inspection work.
Mr. Jay utilizes his prior experience as a licensed general contractor and
superintendent in charge of construction activities, where his
responsibilities of coordinating the work of sub-contractors and
delegating orders for installation materials along with his ability to
effectively communicate with inspectors, subcontractors and
subordinates, provide CSG and our clients with a seasoned, and well-
versed building inspector.
Page 15
STAFF PROFILE
JULIAN LORENZO, P.E.
Residential Plan Check Engineer
REGISTRATION
Civil Engineer, State of California C30640
Civil Engineer, State of Washington 38111
EDUCATION
BS Civil Engineering - Mapua Institute of Technology - Manila, Philipines
Mr. Lorenzo is a Residential Plan Check Engineer for CSG Consultants,
Inc. His vast experience in all aspects of engineering, including design
analysis, fabrication of pre-insulated and structural steel supports, pipe
rupture devices and piping supports for complex structures support and
strengthen his role as a residential plan checker with CSG Consultants,
Inc. His expertise includes plan review for compliance with applicable
building codes and ordinances, engineering standards and specifications,
supplemental energy requirements, and state handicapped regulations.
Prior to his employment with CSG, Mr. Lorenzo served as a Plan Check
Engineer for Shaw Pipe Shields and Abb Impell Corp, where he
specialized in the review of nuclear power plants. He was responsible for
reviewing the structural design and structural plan checking for a full
spectrum of building types and occupancies.
Mr. Lorenzo has worked with various design companies throughout
California. His work within the arena of local government has provided
Mr. Lorenzo with an understanding of how the Plan Review Section of a
Building Department functions and the importance of serving the public.
Mr. Lorenzo strives to provide prompt turnaround times while ensuring
the clients needs are always addressed.
Page 16
STAFF PROFILE
RITCHIE KATO, S.E.
Structural Engineer
REGISTRATION
Structural Engineer, State of California SE2650, 1982
Civil Engineer, State of California C31833, 1980
EDUCATION
Master of Science in Structural Engineering, Stanford University, 1978
Bachelor of Science in Civil Engineering, Cal Poly, Pomona, 1977
Mr. Kato is a Structural Engineer for CSG Consultants, Inc. His extensive
experi~nce in performing plan review on commercial, industrial and
residential structures provides CSG with a premiere quality plan checker.
His expertise includes structural design and plan review for compliance with
applicable UBC, UPC, UMC, NEC, California amendments, accessibility,
energy requirements, and state handicapped regulations.
Prior to his employment with CSG, Mr. Kato was the Principal for Kato
Engineering, where he performed structural engineering consulting services
for public and private clients. He was responsible for structural design and
structural plan checking for a full spectrum of building types and
occupancies. He has plan checked and assisted in the design of a wide
variety of commercial, industrial and private projects, ranging from small
single-family residences and mid-rise commercial buildings to major
industrial facilities.
His previous employment with the City of Westminster also provided him
with extensive plan review experience. Mr. Kato reviewed plans for
compliance with all relevant state and local codes.
Mr. Kato's work within the arena of local government, both hands on, as an
employee and consultant, and off-site, has provided him with an
understanding of how Building Departments function and the importance of
serving the public.
Page 17
STAFF PROFILE
RICHARD MAO, P.E.
Plan Check Engineer
REGISTRATION
Civil Engineer, State of California 40913
Structural Engineer, State of Arizona 21833
EDUCATIONS
Master of Science in Civil Engineering,
Arizona State University, Tempe, Arizona
<>~<>
Overseeing all aspects of our municipal services and engineering operations, Mr.
Mao has extensive experience in all aspects of community development. This,
coupled with his expertise in structural and civil engineering, form the base of
the high quality consulting services CSG provides to our clients.
His vast experience in complex commercial, industrial a nd residential
structures provides CSG with the highest quality in plan review. His expertise
includes review for compliance with applicable building codes and ordinances,
engineering standards and specifications, supplemental energy requirements,
and state handicapped regulations.
Mr. Mao has over 25 years professional experience in building and safety
enforcement of model codes, state and local building regulations. His plan
review experience includes industrial and commercial facilities, single and multi-
family residential developments; with an expertise in structural review.
Mr. Mao provides consulting services and serves in official capacities for several
cities throughout the state. This includes his role as the City Engineer for the
Town of Colma for the past eleven years. His work within the arena of local
government has provided him an understanding of how Building Departments
function and the importance of serving the public.
Mr. Mao's keen understanding of our clients needs, has enabled CSG to gather a
team of experienced professionals to provide the consulting services most
needed by municipalities; whether in specific professional or technical areas of
expertise or for staff augmentation to fulfill long or short term contract, overflow
or emergency situations.
Page 18
STAFF PROFILE
PETER M. GROSSMAN, P.E.
Plan Review Engineer
REGISTRATION
Professional Engineer, State of California 053270
EDUCATION
Bachelor of Science in Civil Engineering, Columbia University
Bachelor of Arts in Economics, Columbia University
~~~
Mr. Grossman is a Plan Review Engineer for CSG Consultants, Inc. He brings
to CSG many years experience in professional engineering. This background
includes project management, the ability to perform multi-disciplined
laboratory testing of construction materials and independent structural
evaluation of building envelopes and building/constructions systems.
As an Area Bridge Maintenance Engineer for Caltrans, Mr. Grossman was
responsible for the structural maintenance of the San Mateo-Hayward and
Dumbarton Bridges. This included design of structural repairs and
modifications to the structures as well as review of Design Department
documents for buildability and maintenance requirements. Pavement
assessment, including repair and/or replacement recommendations, was
performed for these structures on an annual basis. Designs usua lIy included
structural, electrical, and mechanical aspects.
As an Associate Engineer for Applied Materials and Engineering, Inc.,
Mr. Grossman's duties included performing structural analysis on building
envelopes or portions thereof, as well as numerous parking lot assessments.
This analysis often included field appraisal of as-built conditions, reviewing
design and as-built drawings for discrepancies between the two, as well as
determining the load paths and points of resistance.
In both positions, Mr. Grossman supervised repair and reconstruction
contracts to structures varying from steel bridges to stone lighthouses. This
broad view of engineering problems has given him an astute eye for detail in
engineering systems.
Page 19
STAFF PROFILE
MICHELLE WU, E.!. T.
Associate Engineer
EDUCATION
B.S. in Civil Engineering, University of California Davis, California
M.S. in Civil and Environmental Engineering, San Jose State University, California
MEMBERSHIP
American Public Works Association (APWA)
~~~
As Associate Engineer, Ms. Wu has been involved in preparation of plans,
specifications, and estimates for various design projects, including utility
rehabilitation projects, roadways extensions, pavement resurfacing, and park
improvements for various clients of CSG Consultants. She also has been
involved in the San Mateo Countywide Stormwater Pollution Prevention Program
(STOPPP) and has helped our clients remain in compliance with the County's
National Pollution Discharge Elimination System (NPDES) permit requirements.
Prior to joining CSG, Michelle worked with the Alameda County Water Agency, as
well as Lowney Associates, where she acquired geotechnical experience as an
intern and performed field inspection works. She also served a one-year
internship with the Alameda County Zone 7 Water Agency, where she analyzed
water quality issues from the Del Valle water treatment plant and presented data
at the 2000 AWWA conference.
Presently Michelle is providing engineering staff augmentation services for the
City of East Palo Alto. In addition, she recently prepared STapp half-year
deliverables for the City of East Palo Alto and the Town of Colma as required by
San Mateo County and the Regional Water Quality Control Board.
Page 20
ClIENT REfERENCES
Page 21
REFERENCES
(These are just a few of our Clients. Please feel free to contact them about the excellent services CSG
provides...)
Jurisdiction:
City of Yorba Linda
Mr. Ahmad Tabbaa, c.B.O.
4845 Casa Loma Avenue
Yorba Linda, CA 92885-8714
(714) 961-7110
Building Plan Review and In-House plan review services
City of Huntington Beach
Mr. Ross Cramer, B. O.
2000 Main Street
Huntington Beach, CA 92648
(714) 536-5241
City/County of San Francisco
Barbara Moy, Manager Bureau of Street Use and Mapping
(415) 558-4522
Building Plan Review, Lot Line Adjustments, Parcel Maps and Subdivision Services
City of South San Francisco
Barbara Hastings, City Engineer
(650) 829-6664
Jim Kirkman, Fire Marshal/Building Official
(650) 829-6688
Building Inspection and Construction Management Services
City of East Palo Alto
Chuck Bergson, Public Works Director
(650) 853-3136
Full-Service Engineering, Planning, and Construction Management Services
City of San Dimas
Eric Beilstein
Building Superintendent
245 E. Bonita Avenue
San Dimas, CA 91773
Phone: (909) 394-6260
City of Brisbane
Clay Holstine, City Manager
(415) 508-2120
Building Plan Review and Building Inspection Services
City of San Mateo
Steve Davis, Building Official
(650) 522-7172
Building Plan Review and Counter Technician Services
Page 22
Livermore-Pleasanton Fire Department
Fire Administration Building
Livermore, CA 94566
(925) 454-2330
Fire Plan Check Services
City of Fullerton
Hadi M. Tabatabaee, Building Official
303 Commonwealth Avenue
Fullerton, CA 92832
(714) 738-6558
Building Plan Review Services
City of Watsonville
Rafael Adame, Building Official
(831) 728-6018
Building and Fire Plan Review, In-house Plan Review, Building and Fire Inspection Services, and
Geotechnical Review
City of Los Altos Hills
Carl Cahill, Chief of Planning
26379 Fremont Rd.
Los Altos Hills, CA 94022
(650) 941-7222
Building Plan Review, Counter Services
City of Fontana
Andy Shipper, Building and Safety Manager
8353 Serria Avenue
Fontana, CA 92335-3528
(909) 350-7645
Building Plan Review Services
City of La Habra
Lisa Heep, Director Community Development Department
201 E. La Habra Blvd.
La Habra, CA 90631
(562) 905-9724
Building Plan Review, In-House Staff Augmentation - Building Official, Counter Technician,
Building Inspector - Engineering Plan Review
City of Orange
Brent Mullins, Building Official
300 East Chapman Avenue
Orange, CA 92866-1594
(714) 744-7201
Building Plan Review Services
City of Pleasanton
Terry O'Hara, Plan Review
123 Main Street
Pleasanton, California 94566-0802
Building Plan Review Services
Page 23
EXHIBITS
&
ATTACHMENTS
Page 24
PROPOSED FEE SCHEDULE
Service / Position
Fee
Building Plan Review
Supplemental Plan Review Services
Expedited Plan Review Services
In-House Building Plan Review
75% of City-collected fee
$75.00 hour
90% of City-collected fee
($250.00 minimum)
TBD as-needed
Structural Plan Review Only
50% of the City-collected plan review fee
Repeat Plans
15% of the City-collected plan review fee for each
repetitive building after initial plan review at the
regular rate.
CSG does not charge additional fees for:
1. Rechecks; up to three provided there aren't any structural changes or modifications.
Upon submittal of the 4th review, the hourly rate will apply.
Plan reviews of system drawings for compliance with applicable plumbing, mechanical
or electrical codes;
Review for compliance with State energy and disabled access regulations if these plans
were a part of the original application.
2.
3.
However, should a project's scope of work change or a circumstance develop that will require
special handling, we will notify the City prior to proceeding.
*Additionally, for those minor plan reviews where the fee collected does not cover the minimum
costs to process such applications, such fees will be negotiated separately with the City's project
manager. The fee for servicing these applications will be by the above quoted hourly rate upon
City approval.
In- House Personnel
Hourly Billinq Rate
Building Inspector
Building Inspector
$55.00 without use of City vehicle
$50.00 with use of City vehicle
Gradinq Plans Examiner
Hourlv Billinq Rate
Associate Engineer
$95.00
Page 25
Staff can access
all plans by
address, pc
number, or
even an open
query.
CSG Plan Check Active Projects - Salinas
Achy', Pm¡"el
Citizens and the
development
community can
enter their
address or plan
check #, with a
random password
provided (see
page 14)
f'., ,~, ~= f, '~;;~=,r,- cS;~ ~'", ;~, '~!" Jo~;,j~".,. ~'~-;, ;:F""",~r.~."""", -', ~~==--, - '--, J" D"_, -, :- '---'-"--'~', --"', ,r c~-,' "lI"." I' " ,:;.. ..;',"', ""1.T,,., ,C.-".;',.'" ,..'.""'.'.'.'."'.1',1
; , \'/4/2003:""'" ; I ;,""', 1'/20/20031331""" in,e""'yShop"""",qI\ :~ l I "
1--1-'- ¡--f- --:"-T---¡;;-,'~;:--'Ti ~~ .s;¡;;:";:íid'-VM'-d;~;í'B"'ding-¡;;:~;¡;;;:-.;g;od. (E) "";;;;01' ';;;;;'-" '~---
. , ,I/4/2fJ03 1""'" : ' ;"'83 :'/20/2003151#102 ,. 'due'"""",,,omo..&,.pI""'b" œòling, """"'0 & "ploco(E)""""w¡"",,' Lo<Wo 'fi.L I
1 i : , ¡Ii ,odd non-b'M"""" w/wdo' ,',oc,pIIon i-.
r-;'-r;;;;'~,..;, T1~0 -¡;;;¡';;;~~~"'~51 iAdd"'~.F.m;!y~w.,'8S0,q\ ----'l~'I7T~--;¡
¡ÇI1~,¡fl",."~,;~,,,~~1,r ~f~1,.,'" ~~t:~~,=, -====ÞiL~ ,! ','. r ,: ~,'. :r.:,..'.,' ",.,'. '- -....,.].",',.1
I I ,. , rV """""" L , ",
¡,.-t;;;;;';~~1~1l" - f";ì;;'-;-Ç;~ 51 I Add "",to, bod,~", & b.th,.......... F."'" ,""';-~¡;¡¡;;~(Ej-r~-r;--r---
La_E~¿~,;;~-j=~i~~T';;;~~~~:~';¡~~~"::":O~::; ,- :~~.::: _W~---=====:~~._]
CSG Plan Check COl'1'1>leted Projects - Salinas
Completed Project Detdils
m
X
J:
ffi
::¡
:Þ
Active Plans are listed in order due, most recent on top.
Page 26
C¡..np!ete¡j projen Details
The Plan Che,k Comment ,hee" dJ; "e ..,¡¡.¡,¡" fo, viewing and download as _D, Do,ume<>t, ar,'" Mk"""R W""'7 fonnat. You wi neod Word91
or high... ""tailed on you, 'amp""" '0 view 'he ,ommenl,.
~-;!c~~;;;¡r~l;;'~:;'~T ~~r;;:;:;'TJO~ ~;';'..s-r--------;';;'-;;."rI~:'----'----ía."'.:er r;,;;:-ic"::'
r-;-r~:::~~-Þ:I--:-r:;r~~o;I~~~~ I~; N.!;,-:=., filne" :0-:' "C<W~' r:.~~-::----------- t~----F~tion1 ;n
rr~~f~F~,., ~EJ1. ~~:f.;::'~=~~:--=-==-==~¡~~,I ~,Z,~ ;,.".,.',.,1
II I I.,! ~vf::""'!i!iiI'~
r-~-l--s~:~~:t::T--;-T:~:t:~:;r~-::;.-::-r;~-;.ng ~=~:=~:;~-;:;:.. OO::~:~"'e (2~~ooms & (')~;T~ w:- Cot,.-ns, ," '. ., I¥-,/,-
! I I Ii! I il,sg1sql\ I "Ie, ."
i---5--í~fI7¡2003 ;,i 23OS4'3r-~--III~~~i Sf';¡2003E;'G""'b."'--I, Adð"on -;::~---------------------~Ic....-.c, _Š-¡~,....,.".'
I I I., I I Y ¡ ¡or.."" ""!i!iiI'..
i"s---1,- 6f1S~--I[~:8l" -~-¡,' so~~¡-;-~;o~ ¡ 210 -;;:;---r-, 11 - 'har>;¡<-~, gWry 10 ~:.,-:~.:----- IlJuian .~/R~~,.. ove,dl Q.ofur
. I I'! I I .onnaolw,iioo<t,nes
~--f--------¡------¡'-+--f'-'--':-----'--1 ------)---- ....--
I I I I I I ,23SE SOOl",'
I ' I Sf[2/2003 ,2307761 1 ¡S'J827¡5/28¡2003!S" IR,pÚ,odevlolatlon, ......".
[---+-----~---I---i---f-------i;~~::;~---+-------------------------------------- ..""
I 8 I 6fl1/2003 I,>JOISII- 2 15""'1 Sf4/2oo3 ICent -- 1 Co"""",, new aulo cent.. (2",,°"")
Iii. i ¡ I ...'-, í
r-:-í--~~:I~::-r~775II--:-r::r~~:~I~;~- Ma~F::pa, (~;::::Me ~e (E) "'p"'I w~ wa~ a-
'-' ¡ ~ - I I. . ~
m
><
:r:
æ
::¡
»
Once a plan has been reviewed, the applicant or City staff, may click on link
to obtain comments, corrections or approved transmittal
Page 27
m
x
:I:
ffi
::¡
»
Pie". S-'ect Department, Type of Search and enter word, for ,earching, Pre" the Go 6utton to get the late,t ,tatu,. 'Nhen
seal"ch for addr." artiall entori the add,e" ~ ace table.
Seard1:
Ii)
¡D.;¡;'¡;;-¡o;;;. D...'¡c;;;;.;¡~D;t;-f CSG'J;;î;Ñ.-:-¡--- fei" JoÏ. No. I J% 1Wdr... r ,.. Dos<- ¡p¡;;; CIoKk... ¡sw--..r~.;tl
r;~;r;;;,;r";~;;;-I-;;.;---r~- r~----r;;~~~~ 10 q~mly ~~. 850 ';-T~~:-lo<emo I ~~l~ --I
UF§I7{l£Õi'=--___-- ., .J2"3Ö.Ø-'--r:::I-:= ~~-_J~~~~~~~~~Iing' 850.qR r>J¡.n l",~_, c=~~
Applicants and staff may query a specific job address, plan check number
and other relevant criteria to gain immediate access to an address,
and also download correction list or approved transmittal.
Page 28
This is what applicant and/or staff will pull up when they
click on the link for comments - Letter of Transmittal.
EXHIBIT A
Page 29
If there are comments or corrections to plan, this
type of page will be accessed with transmittal, outlining the corrections
and/or comments.
EXHIBIT A
Page 30
This page left intentionally blank -
This is the last page.
Page 31
Scope of Services
The following is the itemized scope of services which the consultant is expected to
performßs a part of this Agreement.
Buildina Plan Review
1. Review plans, calculations, reports, and specifications for compliance with the most
recently enacted rules and regulations as adopted by the Federal, State, and local
legislative bodies. Included are the latest editions of the construction codes as
adopted and amended by the City of Tustin. Plan review shall include the review and
approval of Disabled Access hardship application.
2. Provide two copies of the plan check correction list for each project reviewed. Provide
necessary communication with the applicant to assure understanding of all correction
items. Provide all necessary rechecks until the construction documents are in
compliance. Plans approved by the Consultant are ready for permit issuance and
have been reviewed for adherence to applicable codes and ordinances.
3. Attend meetings related to plan review at City Hall as requested by the Building
Official.
4. Provide a monthly plan check status report to the City of all assigned plans. The
report shall include turnaround time in working days for first and all subsequent
submittals.
5. Upon completion of a building plan review, the Consultant shall send a questionnaire
to the applicant requesting comments on the performance of the Consultant. Copies
of all questionnaires returned shall be given to the City on a quarterly basis. The text
of the questionnaire shall be approved by the City within thirty (30) days of the
execution of this Agreement.
6. A copy of all plan check correction sheets used in performance of services shall be
submitted to the City within five (5) working days of the execution of this Agreement
for comparison to state regulations and Tustin City Code. Consultant shall amend
their correction sheets as necessary to be consistent with City codes.
Buildina Inspection
1. Provide ICBO or ICC Certified Building Inspectors to inspect buildings and associated
structures under construction for compliance with approved plans and specifications.
2. Take inspection requests as needed. Provide accurate daily inspection sheets. Note
all discrepancies, cite code violations, and issue correction or stop-work notices.
180912.1
11
Comm.Dev.lRDA
CA 2/2004
EXHIBIT "B"
SPECIAL REQUIREMENTS
1. That Section 1.8 shall be added to read:
1.8 Conflict of Interest. In order to assure City that Consultant is not subject to any
conflict of interest, Consultant affirms that while Agreement is in effect, neither
Consultant nor any of its officers or employees will accept private work from or provide
services for any company whose project Consultant is plan checking or inspecting for
City. Consultant shall not accept a project from City if the project owner or applicant is
a client of Consultant or its officers or employees. If either City of Consultant thinks
there may be a conflict of interest involving any project, Consultant shall immediately
return plans or remove inspector from project. In the event of uncertainty about
whether a potential conflict of interest exists, Consultant shall advise Contract Officer
whose decision shall be final.
180912.1
12
Comm.Dev.lRDA
CA 2/2004
EXHIBIT "C"
SCHEDULE OF COMPENSATION and PERSONNEL HOURLY RATES
Attached hereto are:
1)
Section 6 of the October 16, 2003 proposal.
1. Plan Review fees shall be eighty percent (80%) of City plan check fees which include
all rechecks with a minimum plan check fee of one hundred fifty (150) dollars.
180912.1
13
Comm.Dev.lRDA
CA 2/2004
PROPOSED FEE SCHEDULE
Service / Position
Fee
In-House Building Plan Review
75% of City-collected fee
$75.00 hour
90% of City-collected fee
($250.00 minimum)
TBD as-needed
Building Plan Review
Supplemental Plan Review Services
Expedited Plan Review Services
Structural Plan Review Only
50% of the City-collected plan review fee
Repeat Plans
15% of the City-collected plan review fee for each
repetitive building after initial plan review at the
regular rate.
CSG does not charae additional fees for:
1. Rechecks; up to three provided there aren't any structural changes or modifications.
Upon submittal of the 4th review, the hourly rate will apply.
Plan reviews of system drawings for compliance with applicable plumbing, mechanical
or electrical codes;
Review for compliance with State energy and disabled access regulations if these plans
were a part of the original application.
2.
3.
However, should a project's scope of work change or a circumstance develop that will require
special handling, we will notify the City prior to proceeding.
*Additionally, for those minor plan reviews where the fee collected does not cover the minimum
costs to process such applications, such fees will be negotiated separately with the City's project
manager. The fee for servicing these applications will be by the above quoted hourly rate upon
City approval.
In- House Personnel
Hourly Billing Rate
Building Inspector
Building Inspector
$55.00 without use of City vehicle
$50.00 with use of City vehicle
Gradina Plans Examiner
Hourly Billing Rate
Associate Engineer
$95.00
Page 25
EXHIBIT "D"
SCHEDULE OF PERFORMANCE
1. Plan check services shall be performed within ten (10) working days and five (5)
working days for all rechecks. The actual due date will be established by the City for
each project before it is released to the Consultant. The time for performance shall
begin the same day a request for plan pick-up is made by the City. Projects shall be
picked-up within one (1) working day of the request. Reviewed projects and their
correction sheets shall be returned to City for release to the applicant within one (1)
working day of completion, but no later than the project due date.
2. The pick-up and delivery of projects from and to City shall be at no additional expense
to City.
3. If an applicant requests plan check issues be resolved in person, an appointment shall
be arranged for by the Consultant within one (1) working days, shall include the
applicant, Consultant and City, and shall be held at City Hall. If the City need not be
included, the meeting shall be held at the Consultant's office. The meeting shall be at
no additional expense to the applicant nor City.
4. Contract Officer reserves the right to request "fast tracking" of a project. The project
shall be reviewed by Consultant at a faster than normal plan review schedule.
5. Inspection services shall be performed within three (3) working days of notice, unless
otherwise agreed to by Contract Officer.
6. For special service projects and reports, a Schedule of Performance shall be agreed
to by Consultant and City, and shall be incorporated into this Agreement upon
execution.
7. For plan checks requiring more than the initial plan check and two (2) rechecks for
approval, the Consultant shall meet with the Building Official for the purpose of
examination of unresolved issues prior to authorization for any additional plan checks
and/or fees. This meeting shall be scheduled by the Consultant within one (1) working
day of the completion of the third plan check and prior to release of any corrections to
the applicant.
180912.1
14
Comm. Dev.lRDA
CA 2/2004
A TT ACHMENT C
Consultant Services Agreement/Willdan
CONSULTANT SERVICES AGREEMENT
This Agreement for Consultant Services (herein "Agreement"), is made and
entered into by and between the CITY OF TUSTIN, a municipal corporation ("City"), and
Willdan, a California Corporation ("Consultant").
WHEREAS, Consultant is qualified to provide the necessary services and has
agreed to provide such services; and
WHEREAS, Consultant has submitted to City a proposal, dated October 17, 2003,
a copy of which is attached hereto as Exhibit "A", and is by this reference incorporated
herein as though set forth in full hereto (the "Proposal").
NOW, THEREFORE, in consideration of the premises and mutual agreements
contained herein, City agrees to employ and does hereby employ Consultant and
Consultant agrees to provide consulting services as follows:
1.
SERVICES OF CONSULTANT
1.1 Scope of Services. In compliance with all terms and conditions of
this Agreement, Consultant shall provide those services specified in the "Proposal and
Scope of Services" attached hereto as Exhibit "A" and incorporated herein by this
reference, (the "services" or the "work"). Consultant warrants that all services shall be
performed in a competent, professional and satisfactory manner in accordance with all
standards prevalent in the industry. In the event of any inconsistency between the terms
contained in Exhibit "A" and the terms set forth in the main body of this Agreement, the
terms set forth in the main body of this Agreement shall govern.
1.2 Compliance with Law. All services rendered hereunder shall be
provided in accordance with all laws, ordinances, resolutions, statutes, rules, and
regulations of the City of Tustin and of any federal, state or local governmental agency of
competent jurisdiction.
1.3 Licenses and Permits. Consultant shall obtain at its sole cost and
expense such licenses, permits and approvals as may be required by law for the
performance of the services required by this Agreement.
1.4 Familiaritv with Work. By executing this Contract, Consultant
warrants that Consultant (a) has thoroughly investigated and considered the work to be
performed, (b) has investigated the site of the work and become fully acquainted with the
conditions there existing, (c) has carefully considered how the work should be performed,
and (d) fully understands the facilities, difficulties and restrictions attending performance
of the work under this Agreement. Should the Consultant discover any latent or unknown
conditions materially differing from those inherent in the work or as represented by the
City, Consultant shall immediately inform City of such fact and shall not proceed with any
180912.1
Comm.Dev./RDA
CA 2/2004
work except at Consultant's risk until written instructions are received from the Contract
Officer.
1.5 Care of Work. Consultant shall adopt and follow reasonable
procedures and methods during the term of the Agreement to prevent loss or damage to
materials, papers or other components of the work, and shall be responsible for all such
damage until acceptance of the work by City, except such loss or damages as may be
caused by City's own negligence.
1.6 Additional Services. Consultant shall perform services in addition to
those specified in the Proposal when directed to do so in writing by the Contract Officer,
provided that Consultant shall not be required to perform any additional services without
compensation. Any additional compensation not exceeding ten percent (10%) of the
original Contract sum must be approved in writing by the Contract Officer. Any greater
increase must be approved in writing by the City Manager.
1.7 Special Requirements. Any additional terms and conditions of this
Agreement, are set forth in Exhibits "B" and "C" and are incorporated herein by this
reference. In the event of a conflict between the provisions of Exhibit "B" and "C" and any
other provision or provisions of this Agreement including Exhibit A, the provisions of
Exhibits "B" and "C" shall govern.
2.
COMPENSATION
2.1 Compensation of Consultant. For the services rendered pursuant to
this Agreement, the Consultant shall be compensated and reimbursed only such amount
as are prescribed in Exhibit C.
2.2 Method of Pavment. In any month in which Consultant wishes to
receive payment, Consultant shall no later than the first working day of such month,
submit to City in the form approved by City's Director of Finance, an invoice for services
rendered prior to the date of the invoice. City shall pay Consultant for all expenses stated
thereon which are approved by City consistent with this Agreement, no later than the last
working day of said month.
2.3 Chanaes. In the event any change or changes in the work is
requested by City, the parties hereto shall execute an addendum to this Agreement,
setting forth with particularity all terms of such addendum, including, but not limited to, any
additional Consultant's fees. Addenda may be entered into:
A. To provide for revisions or modifications to documents or
other work product or work when documents or other work product or work is required by
the enactment or revision of law subsequent to the preparation of any documents, other
work product or work;
B. To provide for additional services not included in this
Agreement or not customarily furnished in accordance with generally accepted practice in
Consultant's profession.
180912.1
2
Comm.Dev.lRDA
CA 2/2004
2.4 Payment for Changes. Changes approved pursuant to an
Addendum shall be compensated at the personnel hourly rates prescribed in Exhibit "C"
hereto. Note: Exhibit "C" prohibits billing for travel.
3.
PERFORMANCE SCHEDULE
3.1
Time of Essence. Time is of the essence in the performance of this
Agreement.
3.2 Schedule of Performance. All services rendered pursuant to this
Agreement shall be performed within any time periods prescribed in any Schedule of
Performance attached hereto marked Exhibit "D". The extension of any time period
specified in the Exhibit "D" must be approved in writing by the Contract Officer.
3.3 Force Maieure. The time for performance of services to be rendered
pursuant to this Agreement may be extended because of any delays due to
unforeseeable causes beyond the control and without the fault or negligence of the
Consultant, including, but not restricted to, acts of God or of a public enemy, acts of the
government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes,
freight embargoes, and unusually severe weather if the Consultant shall within ten (10)
days of the commencement of such condition notify the Contract Officer who shall
thereupon ascertain the facts and the extent of any necessary delay, and extend the time
for performing the services for the period of the enforced delay when and if in the
Contract Officer's judgment such delay is justified, and the Contract Officer's
determination shall be final and conclusive upon the parties to this Agreement.
3.4 Term. Unless earlier terminated in accordance with Section 7.7 of
this Agreement, this Agreement shall continue in full force and effect until satisfactory
completion of the services but not exceeding one (1) year from the date hereof, unless
extended by mutual written agreement of the parties.
4.
COORDINATION OF WORK
4.1 Representative of Consultant. The following Principal of the
Consultant is hereby designated as being the principal and representative of Consultant
authorized to act in its behalf with respect to the work specified herein and make all
decisions in connection therewith: Lisa M. Penna.
It is expressly understood that the experience, knowledge, capability
and reputation of the foregoing Principal is a substantial inducement for City to enter into
this Agreement. Therefore, the foregoing Principal shall be responsible during the term of
this Agreement for directing all activities of Consultant and devoting sufficient time to
personally supervise the services hereunder. The foregoing Principal may not be
changed by Consultant without the express written approval of City.
4.2 Contract Officer. The Contract Officer shall be the Director of
Community Development of City unless otherwise designated in writing by the City
180912.1 3
Comm. Dev.lRDA
CA 2/2004
Manager of City. The Co-Contract Officer shall be the Building Official. It shall be the
Consultant's responsibility to keep the Contract Officer, or the Co-Contract Officer in the
Contract Officer's absence, fully informed of the progress of the performance of the
services and Consultant shall refer any decisions which must be made by City to the
Contract Officer. Unless otherwise specified herein, any approval of City required
hereunder shall mean the approval of the Contract Officer or the Co-Contract Officer.
4.3 Prohibition Aaainst Subcontractina or Assianment. The experience,
knowledge, capability and reputation of Consultant, its principals and employees were a
substantial inducement for the City to enter into this Agreement. Therefore, Consultant
shall not contract with any other entity to perform in whole or in part the services required
hereunder without the express written approval of the City. In addition, neither this
Agreement nor any interest herein may be assigned or transferred, voluntarily or by
operation of law, without the prior written approval of City.
4.4 Independent Contractor. Neither the City nor any of its employees
shall have any control over the manner, mode or means by which Consultant, its agents
or employees perform the services required herein, except as otherwise set forth herein.
Consultant shall perform all services required herein as an independent contractor of City
and shall remain at all times as to City a wholly independent contractor with only such
obligations as are consistent with that role. Consultant shall not at any time or in any
manner represent that it or any of its agents or employees are agents or employees of
City. Consultant shall be solely responsible for compliance with State and Federal Law
with respect to the wages, hours, benefits, and working conditions of its employees,
including requirement for payroll deductions for taxes. Employees or independent
contractors of Consultant are not City employees.
5.
INSURANCE ¡INDEMNIFICATION
5.1
Insurance.
A. Consultant shall maintain in full force and effect during the
term of these Agreement policies of commercial general liability and automobile liability
insurance (each of which shall include property damage and bodily injury) and each with
limits of at least $1,000,000 combined single limit coverage per occurrence.
B. Consultant shall maintain in full force and effect during the
term of this Agreement a policy of professional liability insurance coverage with limits of at
least $1,000,000 combined single limit coverage per claim or per occurrence. If
Consultant provides claims made professional liability insurance, Consultant shall also
agree in writing either (1) to purchase tail insurance in the amount required by this
Agreement or to cover claims made within five (5) years of the completion of Consultant's
service under this Agreement, or (2) to maintain professional liability insurance coverage
with the same carrier in the amount required by this Agreement for at least five (5) years
after completion of Consultant's services under this Agreement. Consultant shall also
provide evidence to the City of the purchase of the required tail insurance or continuation
of the professional liability policy by executing the attached Letter Agreement on
Consultant's letterhead.
180912.1
4
Comm.Dev.lRDA
CA 2/2004
C. Consultant shall carry and pay for such workers'
compensation insurance as is required fully protect Consultant and its employees under
California Worker's Compensation Insurance Law. The insurance company shall agree to
waive all rights of subrogation against the City for losses paid under the policy, which
losses arose from the work performed by the named insured.
D. Other applicable insurance requirements are: (1) Name the
City, its officials and employees as an additional insured on the commercial, general and
automobile policies. (2) The insurance shall be issued by a company authorized by the
Insurance Department of the State of California and rated A, VII or better (if an admitted
carrier) or A-, X (if offered, by a surplus line broker), by the latest edition of Best's Key
Rating Guide, except that the City will accept workers' compensation insurance rated B-
VIII or better or from the State Compensation Fund. (3) The Insurance shall not be
cancelled, except after thirty (30) days written prior notice to the City; and (4) The
commercial general and automobile liability insurance shall each be primary as respects
the City, and any other insurance maintained by the City shall be in excess of this
insurance and not contribute to it.
E. Upon execution of this Agreement, Consultant shall provide to
City certificates of insurance and insurer endorsements evidencing the required
insurance. Insurer endorsements (or a copy of the policy binder if applicable) shall be
provided as evidence of meeting the requirements of Subsections (1)(3) and (4) of
Section 7D above and the waiver of subrogation requirement in Section C above. If self-
insured for worker's compensation, Consultant shall submit to City a copy of its
certification of self-insurance issued by the Department of Industrial Relations.
5.2 Indemnification. The Consultant shall defend, indemnify and hold
harmless the City, its officers and employees, from and against any and all actions, suits,
proceedings, claims, demands, losses, costs, and expenses, including legal costs and
attorneys' fees, for injury to or death of person or persons, for damage to property,
including property owned by City, arising from errors and omissions of Consultant, its
officers, employees and agents, and arising out of or related to Consultant's performance
under this Agreement, except for such loss as may be caused by City's sole negligence or
that of its officers or employees.
The Consultant shall also defend, indemnify and hold the City
harmless from any claims or liability for City health and welfare, retirement benefits, or
any other benefits of part-time or fulltime City employment sought by Consultant's
officers, employees, or independent contractors, whether legal action, administrative
proceeding or pursuant to State statue.
6.
RECORDS AND REPORTS
6.1 Reports. Consultant shall periodically prepare and submit to the
Contract Officer such reports concerning the performance of the services required by this
Agreement as the Contract Officer shall require.
6.2 Records. Consultant shall keep such books and records as shall be
necessary to properly perform the services required by this Agreement and enable the
180912.1 5
Comm.Dev.lRDA
CA 2/2004
Contract Officer to evaluate the performance of such services. The Contract Officer shall
have full and free access to such books and records at all reasonable times, including the
right to inspect, copy, audit and make records and transcripts from such records.
6.3 Ownership of Documents. All drawings, specifications, reports,
records, documents and other materials prepared by Consultant in the performance of
this Agreement shall be the property of City and shall be delivered to City upon request of
the Contract Officer or upon the termination of this Agreement, and Consultant shall have
no claim for further employment or additional compensation as a result of the exercise by
City of its full rights or ownership of the documents and materials hereunder. Consultant
may retain copies of such documents for its own use. Consultant shall have an
unrestricted right to use the concepts embodied therein.
6.4 Release of Documents. All drawings, specifications, reports,
records, documents and other materials prepared by Consultant in the performance of
services under this Agreement shall not be released publicly without the prior written
approval of the Contract Officer.
7.
ENFORCEMENT OF AGREEMENT
7.1 California Law. This Agreement shall be construed and interpreted
both as to validity and to performance of the parties in accordance with the laws of the
State of California. Legal actions concerning any dispute, claim or matter arising out of or
in relation to this Agreement shall be instituted in the Superior Court of the County of
Orange, State of California, or any other appropriate court in such county, and Consultant
covenants and agrees to submit to the personal jurisdiction of such court in the event of
such action.
7.2 Disputes. In the event of any dispute arising under this Agreement,
the injured party shall notify the injuring party in writing of its contentions by submitting a
claim therefor. The injured party shall continue performing its obligations hereunder so
long as the injuring party cures any default within ninety (90) days after service of the
notice, or if the cure of the default is commenced within thirty (30) days after service of
said notice and is cured within a reasonable time after commencement; provided that if
the default is an immediate danger to the health, safety and general welfare, the City may
take immediate action under Section 7.6 of this Agreement. Compliance with the
provisions of this Section shall be a condition precedent to any legal action, and such
compliance shall not be a waiver of any party's right to take legal action in the event that
the dispute is not cured.
7.3 Waiver. No delay or omission in the exercise of any right or remedy
of a non-defaulting party on any default shall impair such right or remedy or be construed
as a waiver. No consent or approval of City shall be deemed to waive or render
unnecessary City's consent to or approval of any subsequent act of Consultant. Any
waiver by either party of any default must be in writing and shall not be a waiver of any
other default concerning the same or any other provision of this Agreement.
180912.1
6
Comm.Dev.lRDA
CA 2/2004
7.4 Riahts and Remedies are Cumulative. Except with respect to rights
and remedies expressly declared to be exclusive in this Agreement, the rights and
remedies of the parties are cumulative and the exercise by either party of one or more of
such rights or remedies shall not preclude the exercise by it, at the same or different
times, of any other rights or remedies for the same default or any other default by the
other party.
7.5 Leaal Action. In addition to any other rights or remedies, either party
may take legal action, in law or in equity, to cure, correct or remedy any default, to
recover damages for any default, to compel specific performance of this Agreement, to
obtain injunctive relief, a declaratory judgment or any other remedy consistent with the
purposes of this Agreement.
7.6 Termination Prior to Expiration of Term. The City reserves the right
to terminate this Agreement at any time, with or without cause, upon thirty (30) days
written notice to Consultant, except that where termination is due to the fault of the
Consultant and constitutes an immediate danger to health, safety and general welfare,
the period of notice shall be such shorter time as may be appropriate. Upon receipt of the
notice of termination, Consultant shall immediately cease all services hereunder except
such as may be specifically approved by the Contract Officer. Consultant shall be entitled
to compensation for all services rendered prior to receipt of the notice of termination and
for any services authorized by the Contract Officer thereafter.
7.7 Termination for Default of Consultant. If termination is due to the
failure of the Consultant to fulfill its obligations under this Agreement, City may take over
the work and prosecute the same to completion by contract or otherwise, and the
Consultant shall be liable to the extent that the total cost for completion of the services
required hereunder exceeds the compensation herein stipulated, provided that the City
shall use reasonable efforts to mitigate damages, and City may withhold any payments to
the Consultant for the purpose of set-off or partial payment of the amounts owed to City.
7.8 Attornevs Fees. If either party commences an action against the
other party arising out of or in connection with this Agreement or it subject matter, the
prevailing party shall be entitled to recover reasonable attorneys' fees and costs of suit
from the losing party.
8.
CITY OFFICERS AND EMPLOYEES; NON-DISCRIMINATION
8.1 Non-Liabilitv of City Officers and Emplovees. No officer or employee
of City shall be personally liable to the Consultant, or any successor-in-interest, in the
event of any default or breach by the City or for any amount which may become due to
the Consultant or its successor, or for breach of any obligation of the terms of this
Agreement.
8.2 Covenant Aaainst Discrimination. Consultant covenants that, by and
for itself, its heirs, executors, assigns, and all persons claiming under or through them,
that there shall be no discrimination or segregation in the performance of or in connection
with this Agreement regarding any person or group of persons on account of race, color,
180912.1 7
Comm.Dev.lRDA
CA 2/2004
creed, religion, sex, marital status, national origin, or ancestry. Consultant shall take
affirmative action to insure that applicants and employees are treated without regard to
their race, color, creed, religion, sex, marital status, national origin, or ancestry.
9.
MISCELLANEOUS PROVISIONS
9.1 Notice. Any notice, demand, request, consent, approval, or
communication either party desires or is required to give to the other party or any other
person shall be in writing and either served personally or sent by pre-paid, first-class mail
to the address set forth below. Either party may change its address by notifying the other
party of the change of address in writing. Notice shall be deemed communicated forty-
eight (48) hours from the time of mailing if mailed as provided in this Section.
To City:
CITY OF TUSTIN
300 Centennial Way
Tustin, CA 92780
Attention: Director of Community Development
(Contract Officer)
To Consultant:
Lisa M. Penna
Vice President
Willdan
27042 Towne Center Drive, Suite 270
Foothill Ranch, CA 92610
9.2 Intearated Aareement. This Agreement contains all of the
agreements of the parties and cannot be amended or modified except by written
agreement.
9.3 Amendment. This Agreement may be amended at any time by the
mutual consent of the parties by an instrument in writing.
9.4 Severabilitv. In the event that anyone or more of the phrases,
sentences, clauses, paragraphs, or sections contained in this Agreement shall be
declared invalid or unenforceable by valid judgment or decree of a court of competent
jurisdiction, such invalidity or unenforceability shall not affect any of the remaining
phrases, sentences, clauses, paragraphs, or sections of this Agreement, which shall be
interpreted to carry out the intent of the parties hereunder.
9.5 Corporate Authoritv. The persons executing this Agreement on
behalf of the parties hereto warrant that they are duly authorized to execute this
Agreement on behalf of said parties and that by so executing this Agreement the parties
hereto are formally bound to the provisions of this Agreement.
180912.1
8
Comm.Dev.lRDA
CA 2/2004
IN WITNESS WHEREOF, the parties have executed this Agreement as of the
dates stated below.
"City"
Dated:
CITY OF TUSTIN, a municipal
corporation
By:
Elizabeth A. Binsack
Director of Community Development
APPROVED AS TO FORM:
Lois Jeffrey
City Attorney
"Consultant"
Willdan
By:
Richard Kopecky
President
180912.1
9
Comm.Dev./RDA
CA 2/2004
Attached hereto are:
180912.1
EXHIBIT "A"
PROPOSAL and SCOPE OF SERVICES
1)
2)
Consultant's Proposal; and
Scope of Services
10
Comm.Dev.lRDA
CA 2/2004
\Xl ~~ ~u~g~~
27042 Towne Centre Drive, Suite 270
Foothill Ranch, California 92610
949/470-8840 fax 949/770-9041
www.wilidan.com
October 17, 2003
City of Tustin
Attn: Khanh Nguyen
Community Development Department
300 Centennial Way
Tustin, CA 92780
SUBJECT:
PROPOSAL TO PROVIDE BUlLDJNG, GRADING, AND IMPROVEMENT PLAN
CHECK AND INSPECTION SERVICES
Dear Mr. Nguyen:
Willdan is pleased to provide the City of Tustin with this proposal to provide Building
Safety Plan Review and Inspections and Grading/Improvement Plan Review and
Inspections. Willdan recognizes that the City of Tustin is embarking on a major
development of the former Marine Corps Air Station and looks forward to supplementing
the City's plancheck and inspection capabilities.
Willdan has a long-standing relationship with the City of Tustin Public Works and
Community Development Departments. We are also fully cognizant of the scale of this
project and its importance to the City of Tustin and the Orange County region.
In order to serve the City of Tustin Building Division on this important assignment, our
Building and Safety management team has developed a program focused on the staffing
needs, turn around time, cost efficiency and quality of the services to be provided.
An experienced project Manager with a previous track record working for several
bui]ding departments in Orange County has been assigned to lead the Willdan team on
this important assignment. A]] designated plan checkers and inspectors are credentialed
and operate from our two (2) local Orange County offices located within a few mi]es of
the City of Tustin City Hall.
We have reviewed the Building Division Fee Schedu]e dated February 1999 and
deveJoped a competitive fee structure for the requested plan review and inspection
services.
Mr. Khanh Nguyen
October 17, 2003
Page 2 of2
It would be a pleasure to assist the City of Tustin Building Division on this project. Our
program is presented in the following proposal. We look forward to meeting with you
and your staff to discuss our services in further detail. Should you have any questions or
concerns regarding this proposal, please feel free to contact Mr. David Khorram or
myself at (949) 470-8840.
Sin#, Yours,,/'}
~ /5 C{ ~.,<---
Lisa M. Penna, P.E.
Vice President
Division Manager - City Engineering Services
G~
David Khorram, P.E., C.B.O.
Project Manager
City of Tustin
Plan Check and Inspection Services
EIPropo..l, 200J\Tu,",,\Building and Safetylproposal Ldoc
W ~! ~,~R~~
City of Tustin
Plan Check and Inspection Services
-
Company Profile
Willdan is an employee-owned engineering, planning, and financial
management firm dedicated to serving public agencies. Since its founding
in Orange County in 1964, Willdan has met the special needs of cities,
towns, counties, special districts, as well as state and federal
agencies throughout the southwest. We offer a full complement
of engineering and planning capabilities, with financial services
and geotechnical services provided by MuniFinancial and
Arroyo Geotechnical, part of the Willdan Group of Companies.
More than 97 percent of our revenues are from public clients;
therefore, we can assure the City of Tustin that no conflict of
interest will exist.
Members of our proposed team are licensed engineers and architects with credentials such as
ICBO certified building plans examiners, ICBO certified Building Inspectors, and CABO
certified building officials.
Willdan currently provides building inspection services to 41 public agencies (including Lake
Forest, Rosemead, San Diego County, West Hollywood and University of California at Irvine)
and building plan check services to 124 agencies (including Lake Forest, Riverside County,
California State University System and California Division of the State Architect). We are City
Building Official in 15 Cities, including Lake Forest, Rosemead and Bell Gardens.
The management of Willdan is dedicated to the principles of technical excellence and
professional quality. Members of the firm consistently strive to apply the strength and
experience of the entire Willdan organization to achieve the most practical and effective solution
to each project. Willdan has consistently attained our clients' goals of completing projects on
time and within budget.
Staffing Capabilities
Our Orange County (Anaheim and Foothill Ranch) and Los Angeles County offices have a
combined staff of over 220 professionals, which is a majority of the Willdan workforce, allowing
flexibility in staffing to meet any of the City of Tustin's current or potential needs. We can draw
from the resources of our Building and Safety Divisions, which include over five CABO
Certified Building Officials, 20 ICBO Certified Plans Examiners, and 40 ICBO Certified
Building Inspectors. Other specialties of particular interest to our city clients include the
extensive knowledge in Title 24 Energy Code and Disabled Access compliance regulations. Our
staff is highly skilled and experienced in performing complete structural, mechanical, plumbing,
electrical, disabled access, fire and energy compliance reviews for building projects.
\Xl ~!!~"~~~~
Page 1
City of Tustin
Plan Check and Inspection Services
Information on Firm
Company Name:
Address:
Phone:
FAX:
Structure of Firm:
Year Established:
Federal Identification:
Project Manager
Office Locations:
Willdan
27042 Towne Centre Drive, Suite 270
Foothill Ranch, CA 92610
(949) 470-8840
(949) 770-9041
Corporation
1964
95-2295858
David Khorram, P.E., CBO, C.P.E.
Anaheim, Foothill Ranch, Industry, San Bernardino, San Diego,
Las Vegas, Sacramento, Pleasant Hill, Ventura, Phoenix, Tucson
\Xl ~!~"~R~~
Page 2
-8
City of Tustin
Plan Check and Inspection Services
Project Team
The following is an organization chart for the Willdan project team, which will be led by Mr.
David Khorram, P.E., C.B.D., C.P.E., who will oversee the Plan Check and the Inspection staff.
Cameo resumes for each member of the team are outlined herein and full resumes are found in
the last section of this proposal.
City of Tustin
Building Division, Community
Development Department
Lisa M. Penna, P.E.
Principal-in-Charge
James Brogan, N.C.A.R.B., C.B.O.
Quality Assurance/Quality Control
David Khorram, P.E., C.B.O. , C.P.E.
Project Manager
Building Plan Review Team
Peter Liu, P.E., S.E.
Limin He, P.E., Ph.D.
Gevork Martrosof, E.E.
James McGirr
Building Inspection Team
Lonnie Partch, C.B. I.
Kent Jacobsen, C.B.I.
Barry Nelson, C.B.I.
Dave O'Donnell, C.B.I.
Al Aguilera
W ~~~"~R~
Page 3
City of Tustin
Plan Check and Inspection Services
Ms. Lisa Penna, P.E. will serve as Principal-in-Charge. Ms. Penna has over 20 years of
experience in both the public and private sector. As a Vice President and Division Manager of
City Engineering Services, Ms. Penna is responsible for all City staff assignments as well as
construction assignments in the Orange County region. Ms. Penna has served as Deputy City
Engineer and Assistant City Engineer in three Orange County Cities and is very familiar with the
processes and staffing requirements to serve the publics needs.
Mr. .James Brogan, N.C.A.R.B., C.B.O., will provide Quality Assurance of Will dan's building
department services for the City of Tustin. As the Orange County Division Manager for
Building and Safety for Willdan, Mr. Brogan is responsible for overseeing the plan checking of
residential and commercial projects for compliance with various code requirements, including
fire and life safety, structural, accessibility, energy, Federal, State and local requirements. He
provides comprehensive plan checking and inspection services, including pennit issuance,
drainage, and advising clients on various code regulations. Mr. Brogan is currently assigned as
Building Official for the City of Lake Forest. His 30 years of experience include serving the
Cities of Orange and Irvine as Lead Plans Examiner.
Mr. David Khorram, P.E., C.B.O., c.P.E., will be the Project Manager and primary point of
contact for the City of Tustin. He will be fully responsible for coordinating the team, and
meeting the City's needs and objectives in a timely manner. His 22 years of experience includes
managing capital improvement projects, design and plan review of complex projects for the
cities of Irvine, Orange, Santa Ana, Anaheim, Costa Mesa, and Lake Forest. Mr. Khorram has
been responsible for constructability and code compliance review of a diversity of projects
including major developments and shopping centers, mixed-use facilities and assembly
buildings.
Mr. Peter Liu, S.E., P.E., will lead Structural Building Plan Review for complex buildings or
buildings four stories or more in height. Vice President and Division Manager of the Structures
Division, he has 17 years of experience in the design and plan checking of buildings and other
commercial structures. He will be assisted by Limin He, P.E., Ph.D., who has recently provided
Project Review Services to the City of Las Vegas, NV; City of Santa Monica; City of Azusa;
City of Lake Forest; City of Dana Point; and other cities in LA and Orange Counties. Dr. He has
plan check experience on large, complex hotel projects for the City of Las Vegas.
Mr. Gevork Metrosof, E.E., will perfonn specialized E.M.P. Plan Review. Mr. Metrosofhas
over 20 years experience in the field of electrical engineering. During his career he has been
responsible for engineering design, coordination and plan checking for many office buildings,
commercial complexes, medical buildings and educational facilities.
.James E. McGirr will serve as Plan Check Engineer, specializing in Grading and
Improvement Plan Review. During his 43-year career, Mr. McGirr has handled many private
and public development projects, including street improvement, street widening, commercial,
industrial and residential projects. Mr. McGirr is currently responsible for engineering plan
w }:%~ ~"~R~!::i
Page 4
City of Tustin
Plan Check and Inspection Services
-
check of improvement plans, record maps, drainage plans, and grading plans for the cities of La
Mirada, Hawaiian Gardens, Bradbury, Lake Forest, and Cypress.
Mr. Lonnie Partch will provide combination building inspection services. As a Certified
Combination Building Inspector, Mr. Partch is responsible for inspecting buildings during
construction to ensure compliance with the Unifonn Building Code. He is currently providing
Resident Inspection Services on a seventy five (75) million dollar, 480-unit apartment complex
for student housing at the University of California, Irvine.
Kent Jacobsen will provide combination building inspection services with expertise in the area
ofE.M.P. inspections. Mr. Jacobsen has over 29 years of experience with extensive knowledge
of methods, materials, and techniques involved in building construction. He is currently
providing Inspection Services to Willdan's Orange County clients.
Mr. Barry Nelson will provide combination building inspection services. Mr. Nelson brings to
Willdan 24 years of construction experience. Mr. Nelson has specialized experience in masonry
and concrete, leak detection and prevention, and building foundation inspection. He has
extensive knowledge of all methods, materials and techniques involved with wood and steel
frame construction.
Mr. Dave O'Donnell will provide combination building inspection services. Mr. O'Donnell is a
well-qualified Building Inspector with all necessary certifications from ICC. He is extremely
familiar with the model code requirements, grading and improvement inspection procedures.
Mr. O'Donnell is especially proficient in problem solving and troubleshooting.
Mr. Alfred Aguilera will provide grading, landscape and irrigation inspections. Mr. Aguilera
is an experienced public works observer/inspector with several years of work experience with the
City of Santa Fe Springs Parks and Recreation Department. He is currently a resident inspector
on a major park expansion project for the City ofIrvine.
W ~~~1R~
Page 5
City of Tustin
Plan Check and Inspection Services
-
Project Understanding
This 1,600-acre property is planned to be fully
developed within the next ten years. The U.S.
Navy sold about 240 acres for residential
development, and another 240 acres have been
reserved for public parks and schools. The county is slated to inherit 85 acres, which will be
converted to public use as well. The City of Tustin is charged with redeveloping the base, and
has received the remainder of the property. The City will use the proceeds from the sale of the
remaining land to fund infrastructure costs associated with the development.
The City of Tustin has been charged with the
unique challenge of redeveloping the Tustin
Marine Corps Air Base, which was officially
closed by the U.S. Government in 1999. The base
is located between Barranca Parkway to the South,
Redhill A venue to the West, Edinger Ave to the
North and Harvard A venue to the East.
The City of Tustin City Council recently selected a master planning team to oversee the
development of700 acres of the base property. Preliminary plans for the 700 acres include 1,800
homes, shops, a business complex, a golf course, a hotel and a park. Residential construction has
already begun on the base.
Willdan recognizes the importance of the base redevelopment not only to the City of Tustin but
the County of Orange as well. We are looking forward to supplementing the City's plancheck
and inspection capabilities to address the surge of work anticipated from the base development
and construction.
In order to serve the City of Tustin Building Division on this important assignment, Our Building
and Safety management team has tailored a special program centered around the staff, turn
around time, fee and quality of our services.
An experienced, dedicated and innovative project manager with previous track record of working
for several building department in Orange County has been selected to spear head Willdan's
services on this important assignment. Our proposed Willdan team of plan checkers and
inspectors identified on this proposal are certified individuals and operate from our two (2) local
Orange County offices of Anaheim and Foothill Ranch, within 15 minutes drive from the City of
Tustin City Hall.
The following summarizes our proposed plan review and inspection services program:
W ~!~"~p.~~
Page 6
City of Tustin
Plan Check and Inspection Services
-
Building Plan Review Services
The City of Tustin needs a consultant to perform grading, improvements, building, structural,
mechanical, plumbing, electrical, energy, and accessibility plan review of buildings and
structures for conformance with the City adopted Building, Mechanical, Plumbing, and Electrical
codes, the Title 24 Code, and City Ordinances. Our Certified Plan Checkers will review and/or
approve for compliance to the above-mentioned codes, all plans assigned by the City of Tustin.
Willdan understands that all staff performing building structural plan review shall be licensed in
the State of California as Civil, Structural Engineers or Architects. Willdan further understands
that staff performing smoke control system plan review shall be licensed in the State of
California as Mechanical or Fire Protection Engineers and have direct design or plan review
experience for smoke control systems.
We will provide preliminary plan review consultations with the project applicant from our
offices by meetings or by telephone. The formal plan review will consist of review of plans for
life safety, structural integrity, energy, disabled access, city ordinance and conditions of approval
(grading projects). We will provide detailed correction lists, with appropriate code sections to
the applicants. In addition, we will effectively communicate these corrections to the applicant
via facsimile or e-mail in addition to the correction list that will be available at the City.
All plan reviews are to be completed using City of Tustin established policies and procedures
and will be completed within City established turn around timeframes. We will also coordinate
an approval with other agencies such as Orange County Fire and Health departments. Services
provided by Willdan staff shall be of the highest quality and provided in a timely and
professional manner.
Plan review staff will be available by telephone and in person during office hours to answer
technical questions and provide all necessary liaisons with the applicants. Our staff will attend
meetings related to assigned projects at the request of the Building Official at locations other
than our offices when required. Plan review staff will be available to attend meetings with the
City staff and provide all necessary liaison with the City Building Official or designee.
Willdan staff will complete plan review activities on each project by performing all necessary
checks and re-checks and continue with the review process for the projects by reviewing
revisions to plans which may come up during project construction. Turnaround times for specific
plan submittals are summarized below (timetable includes pickup and delivery time):
T e of Submittal
Less than 4 stories and of normal com lexity.
Four or more stories or of unusual com lexity.
Residential and minor buildin ro' ects.
Rechecks - All Resubmittals
Turnaround Time
10 workin da s
10 workin da s
10 working days
3 working days
W ~~~"~£~~
Page 7
City of Tustin
Plan Check and Inspection Services
-
Building Plan Review Services
The City of Tustin needs a consultant to perform grading, improvements, building, structural,
mechanical, plumbing, electrical, energy, and accessibility plan review of buildings and
structures for conformance with the City adopted Building, Mechanical, Plumbing, and Electrical
codes, the Title 24 Code, and City Ordinances. Our Certified Plan Checkers will review and/or
approve for compliance to the above-mentioned codes, all plans assigned by the City of Tustin.
Willdan understands that all staff performing building structural plan review shall be licensed in
the State of California as Civil, Structural Engineers or Architects. Willdan further understands
that staff performing smoke control system plan review shall be licensed in the State of
California as Mechanical or Fire Protection Engineers and have direct design or plan review
experience for smoke control systems.
We will provide preliminary plan review consultations with the project applicant from our
offices by meetings or by telephone. The formal plan review will consist of review of plans for
life safety, structural integrity, energy, disabled access, city ordinance and conditions of approval
(grading projects). We will provide detailed correction lists, with appropriate code sections to
the applicants. In addition, we will effectively communicate these corrections to the applicant
via facsimile or e-mail in addition to the correction list that will be available at the City.
All plan reviews are to be completed using City of Tustin established policies and procedures
and will be completed within City established turn around time frames. We will also coordinate
an approval with other agencies such as Orange County Fire and Health departments. Services
provided by Willdan staff shall be of the highest quality and provided in a timely and
professional manner.
Plan review staff will be available by telephone and in person during office hours to answer
technical questions and provide all necessary liaisons with the applicants. Our staff will attend
meetings related to assigned projects at the request of the Building Official at locations other
than our offices when required. Plan review staff will be available to attend meetings with the
City staff and provide all necessary liaison with the City Building Official or designee.
Willdan staff will complete plan review activities on each project by performing all necessary
checks and re-checks and continue with the review process for the projects by reviewing
revisions to plans which may come up during project construction. Turnaround times for specific
plan submittals are summarized below (timetable includes pickup and delivery time):
T e of Submittal
Less than 4 stories and of normal com lexit .
Four or more stories or of unusual com lexi .
Residential and minor building ro'ects.
Rechecks - All Resubmittals
W ~~~"~R~~
Page 7
City of Tustin
Plan Check and Inspection Services
Willdan's customized PCTS computer plan check tracking system tracks the status of all plan
reviews and turn-around times for initial reviews and any subsequent rechecks.
Monthly logs will be submitted to the City indicating the progress of the plan check process for
individual projects showing when plans were received, sent to the client, and resubmitted with a
summary of consultant turnaround times for each project.
Building Inspection Services
The City of Tustin needs a consultant to perform grading, improvements and building
inspections on as-needed basis. Willdan has the staff and capability to provide inspection staff to
perform grading/improvements, building/structural, mechanical, plumbing and electrical for
conformance with the adapted Building, Mechanical, Plumbing, Electrical, Handicapped
Accessibility, Energy Code and City ordinances.
The City of Tustin Chief Building Official will
approve all Willdan staff assigned to the City.
Our inspection staff will work as an extension of
City staff and will report to the appropriate City
building department staff.
All inspectors selected for this project are
combination inspectors certified through
ICBO/ICC and well capable of working
independently. The assigned personnel for these
projects have varied backgrounds and areas of
expertise, which can be called upon depending on
the nature of the inspection.
All inspections will be completed on the business
day following the receipt of the request for
inspection conforming with City established
policies and procedures. Willdan inspection staff can operate from the City Hall on a part or full
time basis or from the project site as a resident inspector.
Willdan's Certified Building Inspectors will provide all required building/grading inspections
utilizing current City of Tustin forms and procedures. Services provided by Willdan staff will be
of the highest quality and will be provided in a timely and professional manner. Our inspection
staff will maintain detailed records of their inspection approvals and/or corrections on the City
permit records, as well as, on the permit record card.
Adequate inspection services will be provided to enforce compliance with the conditions of
approval, provisions of City ordinances and requirements set forth on the plans for which a
W ~~~"~£~!:;J.
Page 8
- "
City of Tustin
Plan Check and Inspection Services
permit is issued. Our designated inspectors familiarize themselves with each project /site
requirements prior to performing inspections. Our grading inspectors will attend the pre-grading
meeting with the contractor and other City representatives and surveying team to discuss grading
inspection procedures such as preliminary and precise grading procedures and grading bond
release. As a result of serving several Orange County Cities, in both building and public works
capacities, Willdan's inspectors are well versed in the area of grading and improvement
inspections. Our inspector's have backgrounds in SWPPP, WQMP compliance as well as local
City grading ordinances/manuals, standard specifications for public works construction (Green
Book) and PFRD details.
Willdan's inspectors will provide clear detailed approvals and/or correction lists at the
construction site. In addition, our inspectors will be available during specified office hours to
further explain their corrections in person, as well as, by telephone to permittees, and answer
questions from the public. In addition, all Willdan
inspectors are available by pager and/or cellular
telephone while away from the office to respond to
emergencies or questions from City staff.
Due to the nature of base development projects, Willdan
is committed to dedicating the appropriate inspector(s)
for the project, including resident inspection for specific
projects, or part/full time inspection for other projects and
throughout the City of Tustin.
Willdan's building/grading inspectors will be available to
the City of Tustin to provide any requested building inspections within 24 hours of the request.
\17 ~~~"~p.~
Page 9
City of Tustin
Plan Check and Inspection Services
-
Qutllity Assurance/Quality Control
Willdan has long recognized the importance of Quality Assurance/Quality Control and its direct
relationship to the success of our services. Our standard practice for building Department
services is to issue a specific quality control plan to our team members (building department
personnel in this case), as specified by Willdan's Quality Assurance Manual. This manual
includes a series of checking procedures and involves supervisory reviews by the project
management staff.
Due to the necessity for reliability and safety, clients and statutory requirements have placed
stringent demands for quality in building plan review and inspection. Willdan supports these
demands and has instituted a Quality Assurance Manual to assure the highest level of quality.
Our clients have expected and have been provided with quality programs that apply the
principles established in national industrial standards for quality programs.
Mr. James Brogan N.C.A.R.B., C.B.O., will be responsible for the Quality Assurance/Quality
Control Program and will see that the high quality of service is provided to the City of Tustin by
our designated team.
As a means of quality control for the project a referral manual specific to the Citv of Tustin will
be developed to help Willdan staff familiarize themselves with City requirements, ordinances,
hierarchies, procedures and service expectations. This manual will be provided to our plan
checkers and inspectors in order to develop consistency and accuracy in services they are
providing (see Appendix A for more detail).
Willdan is also very dedicated to the proper training for our plan review and inspection staff
through ICBO/ICC training programs. On going training is also provided company wide by our
supervising plan check and inspection staff during building department staff meetings.
Willdan's supervising plan checkers and inspections will review the work of staff on a
continuous basis and provide quality assurance. See Appendix B and C for other Quality
Assurance measures being implemented by Willdan for this project.
\J(J ~~ ~,~~~~
Page 10
-8
City of Tustin
Plan Check and Inspection Services
Conflict of Interest
Willdan has served public agencies since its inception in 1964. More then 98% of Willdan's
revenue is generated from working for public agencies, cities and counties within three states;
California, Arizona and Nevada. Due to the nature of our client base, we only hire employees
who recognize the regulatory nature of our services.
Any appearance of a conflict of interest, whether determined to be realized or not, is a violation
of company policy. Every Willdan employee is required to receive training and counseling in
this area upon hiring and on a regular basis and is required to sign a statement indicating that
they understand the Company's conflict of interest policies and vow to uphold those policies to
their fullest extent.
Our management staff regularly reviews and evaluates the performance of all employees. These
reviews and evaluations contain a significant component related to conflict of interest matters.
Any appearance of a conflict of interest matter is immediately brought to the employees attention
and when necessary the client and their staff are notified as well.
We are proud to note that as a result of these policies and procedures, we rarely encounter
legitimate conflict of interest situations arise. However, if they do, the Company is dedicated to
immediate response and subsequent appropriate action.
W ~~~,~P.~t:J.
Page 11
City of Tustin
Plan Check and Inspection Services
-
References
City of Lake Forest
Ms. Gayle Ackerman, Development Services Director
23161 Lake Center Drive, Suite 100
Lake Forest, CA 92630
(949) 461-3463
Willdan is presently providing Building Official, Building and Grading Plan Review and
Inspection services. Currently Willdan provides building inspection services to ensure
compliance with the provisions of the Unifonn Building Code, City Building Laws, Americans
with Disabilities Act, and additional building related provisions, which may be imposed on a
project by the City Councilor Planning Commission. Willdan also maintains records of
inspection activity and provides public counter services. Willdan reviews all building plan
checks submitted to the City for compliance with local ordinances, and applicable building,
mechanical, plumbing, and electrical codes.
UCII American Campus Communities
Mr. Clint Braun, Vice President of Construction
(949) 509-6509
4199 Campus Drive, #550
Irvine, CA 92612
Willdan provides building plan review/inspection services and grading plan
review/inspection services for UCIÆast Campus Apartments. Currently, Willdan is
providing complete building department services for a largest privately subsidized housing
project within the Campus of University of California in Irvine. This 75 million dollars project
consists of two and three story wood frame construction, a large size student recreation building,
four common and utility buildings, pool, sport courts, retaining walls, roadways, and all
infrastructure utilities and grading.
City of Irvine
Mrs. Christina Lo, Facility Construction and Rehabilitation Administrator
(949) 724-6642
1 Civic Center Plaza
Irvine, CA 92623
Willdan is currently providing the City of Irvine construction management/inspection
services, grading and improvement inspection services for two (2) major projects:
1- Bill Barber Marine Corps Memorial Park
Currently providing all construction surveying, grading, domestic and firewater, stonn drain,
sewer, irrigation, landscape inspections for this 6 million dollars one yearlong park project
adjacent to the City of Irvine City Hall. This high profile project is also at the border on
Tustin Marine Base property.
W ~~~"~R~~
Page 12
City of Tustin
Plan Check and Inspection Services
-
2- Heritage Aquatic Complex (Bill Woollet Aquatic Complex)
Currently providing all construction management, grading and building inspection services
for a 34000 sq ft facility (two story masonry and steel structure), two Olympic size pools, and
a multi-purpose pool. Willdan inspections are also coordinated with a DSA inspections and
health department inspections. Our inspection team is well aware of multi disciplinary
inspection requirements of various projects
City of Garden Grove
Mr. James Martin, Building Official
11222 Acacia Parkway
Garden Grove, CA 92842
(714)741-5343
Willdan provided full time inspection services to assist
instruction activities during 2002 and 2003 fiscal year.
the City on overload residential
City of Los Alamitos
Mr. John Godlewski, Community Development Director
3191 Katella Avenue
Los Alamitos, CA 90720-5600
(562)491-3538
Willdan currently provides inspection, counter staff and plan check services to the City.
City of Bell Gardens
Mr. Anthony Ybarra, Director of Community Development
(562) 806-7721
7100 S. Garfield Avenue
Bell Gardens, CA 90201
Presently providing building plan review/inspection services
Willdan administers the existing enforcement program and enforces the provisions of the City's
Building Codes pertaining to substandard buildings and properties; make such inspections and
issue permits, as required.
Office of the State Architect
Mr. Jack Bruce, Regional Manager
Division of the State Architect
107 S. Broadway, Room 3029
Los Angeles, CA 90012
(213) 897-3995
Willdan was selected by the State of California Architect to provide disabled access compliance
review for school projects throughout California.
\Xl ~\~1P.~~
Page 13
City of Tustin
Plan Check and Inspection Services
-
CompenstlJion
Willdan requests to be compensated for plan review services (building, mechanical, plumbing,
electrical, Title 24, HIC and energy) at a rate of 65% of building and grading permit fees
collected by the City of Tustin for first and second plancheck. Projects that require more than
two reviews, plan revision submittals, and special request activities by the City or developers
will be invoiced in accordance with Willdan's current hourly rate schedule (see attachment in
Appendix D).
Willdan's building and grading/improvement inspection services will be provided on an hourly
rate basis using $65 an hour. Willdan inspectors can be available for overtime, holidays, and
weekends upon the request from developers and concurrence by the City. Upon such request 1
Y2 or 2 times the hourly rate will be applicable.
Willdan's hourly rates shall remain firm for a minimum of one year from the beginning of the
contract period. Hourly rates quoted at the commencement of any specific project shall remain
firm throughout the duration of the project. Willdan's current hourly rate schedule is located in
the Appendix of this proposal.
\17 ~~~"~R~~
Page 14
City of Tustin
Plan Check and Inspection Services
-
Res III1U!S
Brief resumes with relevant project experience for the personnel shown on the organization chart
are found in the following section.
\Xl ~~ ~"~R~!::
Page 15
LISA M. PENNA, P.E.
Vice President, Division Manager,
City Engineering Services
PROJECT RESPONSIBILITY:
Principal-in-Charge
20 YEARS EXPERIENCE
EDUCATION
CSULB, B.S. Civil Engineering, 1986
Post Graduate Course Work
Water Treatment Plant design
Wastewater Treatment Plant Design
Hazardous Materials
Sediment Transport
PROFESSIONAL REGISTRATION
California No. CE 59166
Nevada No. CE 011473
PROFESSIONAL AFFILIATIONS
American Public Works Association
American Society of Civil Engineers
Member, UCI Affiliates
Business Development Association of
Orange County (BDAOC)
Ms. Lisa M. Penna, P.E., Vice President and Division Manager
of City Engineering Services at Willdan, cun-ently serves as
Project Manager for several types of municipal engineering
projects and oversees a division responsible for design, program
management, construction management and inspection.
Ms. Penna began her career in 1983 in the City of Fountain
Valley where she served as an engineering assistant. Ms. Penna
has also served as Assistant City Engineer for the City of Laguna
Beach, as a City employee, and Deputy City Engineer for the
Cities of Seal Beach and Dana Point, as an employee of Willdan.
At these cities, she was responsible for the implementation and
management of Capital Improvement Programs from inception
through construction. Projects included the improvement of
storm drains, sewers, water pipelines, streets, retaining walls,
sidewalks, and various other city improvements.
In addition, Ms. Penna has served as a Construction Manager for
the City of San Diego's Clean Water Program. Her duties
included contract management and change order management for
the City's 10 Billion Dollar wastewater program. The program
projects included; treatment plant rehabilitation, ocean outfall
construction, pipeline construction, and lift station construction.
PART TIME FACULTY
Rancho Santiago College, During Ms. Penna's 20-year career, she has specialized in
Public Works Career Education managing, planning, designing, and/or construction management
of municipal improvement projects, including:
VOLUNTEER
Orange County InÍÌ'astructure Report Card
Committee-Urban Runoff and Flood Control
PUBLICATIONS
"Storm Water Strategy"
Civil Engineering Magazine, February 2002
.
Water Quality Studies and NPDES Reports
Sewer and water master plans
Sewer and water pipelines
Pump station and lift station rehabilitation
Storm drain improvements and flood control
.
.
.
.
JAMES BROGAN, C.B.O.,
C.P.E.
Division Manager
PROJECT RESPONSIBILITY:
Quality Assurance/Quality Control
EDUCATION
B.A. Architecture
University of Southern California
PROFESSIONAL REGISTRATIONS
1985 California No. 687,
Certified Building Official
1985 Nevada No. 1741, Architect
1988 No. 36223,
Natl Council Arch. Reg. Board
1989 California No. C-20778, Architect
1998 , AMI Certified Arbitrator
2000 No. 00924 30-60,
Certified Plans Examiner
PROFESSIONAL AFFILIATIONS
l.C.B.O.
National Council of Architectural
Registration Boards
29 YEARS EXPERIENCE
As Division Manager for Building Official/Plan Check Engineer
Services for Willdan's Orange County office, Mr. James Brogan
is responsible for comprehensive plan checking services (permit
issuance, drainage, and advice to clients) on residential and
commercial projects for various code requirements, including
fire and life safety, structural, accessibility, energy, and local
requirements. Mr. Brogan is currently assigned as Building
Official for the City of Lake Forest.
Prior to joining Willdan, Mr. Brogan worked for the City of
Orange for over seven years as Lead Plans Examiner and was the
designated Building Official for the approval of alternates per
Section 105 of the DBC and for granting permit and plan check
extensions. Previously, for five years Mr. Brogan provided
professional services as an independent code consultant to more
than a dozen southern California municipalities; for seven years
as a Senior Plan Check Engineer for the City of Irvine; and for
seven years with private design and/or construction firms.
Mr. Brogan has also provided expert witness services to several
legal firms in the fields of construction, building codes, and
disabled access requirements. He has conducted building code
seminars for aspiring architects, plan reading seminars for
building department personnel, and ADA and California Title-24
disabled access seminars for architects, developers, and
contractors.
Mr. Brogan's relevant project experience includes:
City of Tustin, B & S Support - Project Manager. Managed a
staff provided by Willdan to the City Building and Safety
Department to assist with permit issuance activities.
City of Lake Forest, Plan Check - Building Official - Project
Manager. As Building Official, responsible for field inspection
of all construction types and occupancy categories, public
counter service, and earthquake and fire damage assessments.
Also responsible for reviewing grading and improvement
construction in progress.
DAVID KHORRAM, P.E.,
c.B.O., C.P.E.
Project Manager
PROJECT RESPONSIBILITY:
Project Manager
EDUCATION
1981 B.S. Civil-Engineering, State
University of New York at Buffalo
1984 M.A. Architecture, State
University of New York at Buffalo
PROFESSIONAL REGISTRATION
1988 California No. C42380, Civil
1990 Certified Building Official, 1294
1995 ICBO, Certified Plans Examiner,
No. 084787060
1998 California Contractor's License
No. 767925
Part Time Faculty
State University of New York
Assistant Professor - Structures
Department of Architecture and
Environmental Planning
21 YEARS EXPERIENCE
Mr. David Khorram, P.E. has been employed by public agencies in
the Orange County area for more than 17 years. His combined 21
years experience includes managing capital improvement projects,
serving as right-of-way agent, and code compliance and
construction feasibility review of complex projects including
grading, roadway improvements, water, sewer, and public
facilities. Mr. Khorram is currently serving the Cities of Irvine,
Fountain Valley and Santa Ana as a Project Manager. Mr.
Khorram's 9 years of experience as a City of Irvine Senior
Engineer, the owner of his own construction company for 2 years
and his credentials as a Certified Building Official and Certified
Plans Examiner make him an ideal candidate to assist public
agencies with program management, construction management
and development review of complex projects.
Mr. Khorram brings experience in diversity of projects, such as
managing onsite/offsitelbuilding inspections of 480 apartment
development within UCI campus, safety and technology upgrades
of three school districts, modernization of an elementary school,
fascia replacement for two major campus buildings, rough grading
and utility installation of several large developments, water and
pumping facilities, and program management of a major
community park. He is experienced with incorporation of new
technologies (fire alarm, PA, fiber optics, facility controls,
computer network systems) into building projects, and in design,
estimating, and bidding of construction projects.
Mr. Khorram's relevant project experience includes:
East Campus Apartments - University of California at Irvine-
Building Official. Currently managing building & safety services
for a 36 acres campus housing development. This project consists
of 44 two or three story type V sprinkler buildings, three graduate
and undergraduate common buildings, a two-story recreation
building and all associated grading, utilities, roadways, parking
lots and landscaping. This 75 million dollar project is anticipated
to be completed by third quarter of 2004. Mr. Khorram oversees
all project on site, offsite and building inspections as well as
project special inspections.
Heritage Aquatic Complex - City of Irvine - Construction
Manager. In charge of a ten (10) million dollars aquatic complex
project construction (a joint venture between the City of Irvine and
Irvine Unified School District). This project consists of a two
story, $34,000 square Feet masonrylsteel structure building, two
Olympic size pools and an instructional pool. Willdan/City
inspections are coordinated with schoollDSA inspections and
material testing for this project.
Colonel Bill Barber Marine Corps Memorial Park - City of
Irvine - Project Manager. Recently completed design of this 5.5
Khorram pg. 2
million dollar park expansion project. Construction entails
grading, utilities, drainage, curb and gutter, paving, fencing, two
water features, a tot-lot, five tennis courts, two restroom/office
buildings, 8 shade structures, trellis, entry monument, signage,
landscaping and irrigation.
Construction Management of CDBG Funded Projects - City
of Santa Ana - Project Manager. Currently managing
diversity of Re-development Agency projects, including seismic
rehabilitation and refurbishment of several historic buildings in
downtown Santa Ana.
Fountain Valley, Construction Management Well No.4, 6,
& 10 - Project Manager. Managed rehabilitation of three water
well projects with construction value of $500,000, including
well acid washing, chlorination and testing, engine overhauling,
pump and bowl replacement, shop drawing review, submittal
processing, and evaluation construction alternatives.
City of Fountain Valley, Construction Management Well
No. 12 - Contract Manager. Managed the construction of the
equipping of potable water Well No. 12 located in Mile Square
Park. Scope for this yearlong project included project
management, systems management, inspection and special
inspection, contract management, shop drawing review, land
surveying, and geotechnical investigation services. The well
facility includes a building, a chlorination and fluoridation
facility, pumps, motors and mechanical equipment, as well as an
office and a lavatory facility.
City of Laguna Beach, CM/Inspection for Circle Way Storm
Drain and Cress St. Sewer - Construction Manager. Provided
construction management and oversaw inspection and survey
services for these projects. Cress Street sewer project entailed
replacing a sewer siphon with a gravity sewer line. The
construction cost was $70,000. Circle Way Storm Drain entailed
construction of storm drain, sewer and water relocation for a
construction cost of $260,000.
Claremont University Center, Claremont College Physical
Plant Project - Managed a $1 million site development project,
which involved a 5-acre site rough grading, installation of
underground utilities, storm, sewer, and fire hydrant next to a
railroad right-of-way. The scope of work included the
construction and paving of a cul-de-sac, landscape, irrigation,
the removal of abandoned railroad track, street lighting,
driveways, retaining walls, perimeter masonry wall, fencing and
gates. Contaminated soil discovered in the course of excavation
was transported off site and disposed of, in accordance with
environmental regulations.
Khorram pg. 3
Beverly Hills School District Fiber Optic and Utility
Upgrade - Construction Manager. Managed $500,000 worth of
data and utility line construction in four school sites. Project
consisted of under grounding, vault construction, sewer and
water line installation, fire line installation, paving, concrete and
slurry work.
156th Street Elementary School - LA Unified School
District - Managed a $1 million school modernization project
which involved school power upgrade to 1600 Amp service, fire
alann, P A System, air conditioning through out all classrooms,
upgrade of all school bathrooms for handicap compliance
Installation of underground utilities for 11 re-Iocatable
classrooms - Santa MonicalMalibu unified School District -
Managed $500,000 underground and above ground utility
project consisted of water, sewer, data, phone, power, fire alann
work at 3 different school sites.
Costa Mesa Senior Center Plan Check - Provided complete
code compliance review, plan and constructability review for
this project. Review consisted ofUBC, UPC, UMC, NEC code
provisions as well as disabled access and Title 24 energy
compliance.
Corning Development Plan Check - City of Fountain VaHey
- Project Engineer. Provided plan check for grading, street,
storm drain, sewer and water plans for a major commercial
development. Willdan acted on the City's behalf to coordinate
with the State on the submittal of the seismic requirements for
this zone.
Underground Fuel Tanks Removal - City of Irvine
Operation Support Facility (OSF) - Project Manager.
Managed design-build for the removal and replacement of
underground storage tanks and appurtenances, automated fuel
management system, and natural gas fuel delivery system.
Household Hazardous Material Collection Center, City of
Irvine - Designed and managed construction this hazardous
material facility. The scope of work included a masonry
structure, site design, electrical, and utilities. Administered the
bid and construction of the project to final report phase; and was
responsible for change order negotiations.
PETER L. LID, P.E., S.E.
Division Manager, Structures
Project Responsibility
Education
B.S., Structures
M.S., Structural Engineering
Professional Registration
California No. CE 48409
California No. SE 4024
Arizona No. CE 33302
Nevada No. CE 14030
Professional Affiliations
Structural Engineers Association
of Southern California
American Railway Engineers &
Maintenance Right of Way
Association
California Society for Healthcare
Engineering
20 Years Experience
As Vice President of the Structures Division at Willdan, Mr. Liu is respol1sible
for all facets of development, design, and delivery of structures design projects,
including bridges and other transportation related structures. He has extensive
experience in the design of buildings and other commercial structures. Mr. Liu
has been involved in several major projects in the United States and abroad,
including Venezuela and his native China. He has experience in most types of
bridges, including cast-in-place concrete, steel girder and truss, and suspension
bridges. At Willdan, he has been Project Engineer/Project Manager for a
number of on-call seismic retrofit projects for bridges and buildings.
Mr. Liu's relevant project experience includes:
County of Orange, Building Plan Checking for Orange County and
various cities - Structural Review. Lead Reviewer for project review services
for the City of Santa Monica, City of Lake Forest, and County of Orange. The
major building projects reviewed include: a retrofit of a ten-story retirement
center, located 2107 Ocean Ave, Santa Monica, with non ductile concrete
moment frame system retrofitted by concrete shear walls; a new nine-story
hotel, located 1740 Ocean Ave, Santa Monica, with concrete shear wall
system; a renovation of the Hotel Casa del Mar, an eight-story concrete
building, located 1910 Ocean Front Walk, Santa Monica, with concrete shear
wall system; The Sea Castle, a new eight-story reinforced concrete apartment
complex, located 1725 Promenade, Santa Monica, with a prestressed concrete
slab and a concrete shear wall system; The Saddleback Church Ministry
Center, a new, three-story steel building in Lake Forest, with steel brace frame
system; the Fluor Daniel Office Complex in Aliso Viejo, several new four
story steel frame buildings with steel Special Moment Resisting Space Frame
(SMRSF) system.
City of Agoura Hills, Kanan RoadlU.S. 101 Interchange Design - Structural
Design. The project includes widening of two bridges, replacement of one
bridge, design of one new bridge, environmental documentation, modifications
to the freeway mainline and two ramps, four new ramps, and roadway
realignments. Willdan is preparing the environmental document, project
report, plans, specifications and estimate, and will provide construction
management.
HNTB, Bridge Seismic Retrofit Construction Inspection (Caltrans Phase
n Retrofit) - Project Manager. Served as subconsultant project manager for
this construction inspection contract for Caltrans. Willdan, as a sub to HNTB,
was involved in Rio Hondo Bridge, Jackson Avenue POC, Almansor Avenue
OC, San Gabriel River Bridge, Peck Road DC and Valley Blvd UC.
The retrofit measures for the Rio Hondo Bridge, which is of continuous
concrete T-girders supported on piers, include the seismic anchor slabs at both
abutments. Large 48" dia CIDH piles were used as the foundation. The pilings
were installed in wet holes that require supermud to prevent cave-in. At the
hinges, high strength rods were used to tie the adjacent spans. For the retrofit
of the Jackson Avenue POC, which is of concrete box girders, one concrete
column bent was removed and replaced with new ductile columns. Tie-downs
were used at other places. The Almansor Avenue OIC is of steel I girders.
Because of environmental concerns about removal of existing paint and
repainting, this bridge is particularly involved in the inspection. The retrofit
Liu pg. 2
measures for the structure include larger 66" dia shafts at both abutments to
provide the transverse lateral restraint and the hinge retrofit.
Willdan staff worked as Assistant Structural Representatives and Field
Inspectors during the construction. The inspection work included: assuring
contractor compliance with contract plans and specifications; providing
construction documentation in the fonn of Daily Reports and Weekly
Newsletters; interpreting contract plans and specifications to assure
contractor compliance; maintaining project documents; approving submittals
such as concrete mix designs, falsework plans, shoring plans, shop
drawings, etc; and processing claims and potential claims.
HNTB, BTHA Local Agency Seismic Retrofit - Project Engineer. For this
on-call seismic project administrated by Caltrans for the Local Agency
Bridge Seismic Retrofit program. The project involved 33 bridges, 2-span to
13-span, in San Bernardino County, varying in type from steel plate girder,
concrete "I" or "T" girder, concrete box girder, steel trusses, concrete slabs,
etc. The engineering effort includes field review, analysis, retrofit strategy,
retrofit PS&E and construction support services.
City of Indian Wells, Miles Avenue Bridge Construction Management -
Project Manager. Willdan was selected by the City to provide construction
inspection services for the new Miles A venue Bridge over Whitewater
Channel, which was also designed by Willdan. The project consists of a
550-foot-long bridge structure, approach street roadway, channel slope
protection and drop stucture and utility relocation.
Ann Vincent, Santa Susanna Wash Bridge - Project Manager.
Responsible for overseeing the design and construction management for this
project. Retained and coordinated with a biologist to ensure that biotic and
wetland resources, including endangered species, would not be affected.
Perfonned QAlQC throughout the design and assisted with type selection
and OIC geometrics. The property owner retained Willdan to design a
bridge over the Santa Susana Wash, outside of public right-of-way. The
project was processed through the City of Los Angeles Building and Safety
Department. The bridge design featured long, pre-cast concrete girders that
span the deep wash canyons, alleviating potential environmental conflicts
and any requirement for falsework construction.
City of Compton, Alameda Corridor Plan Check and Review -
Structural Review. The City of Compton is one ofthe cities impacted by the
planned construction of the Alameda Corridor. During the design phase of
the mid-section of the corridor, the City requested that Willdan review the
design documents so that the City's input to the project is implemented. The
review schedule was extremely compressed. The improvements included
grading and drainage, utility, traffic and trackwork. Overcrossing,
consisting of a three-span prestressed cast-in-place box girder, per Caltrans
Metric Standards.
City of South Gate, ACTA Engineering and Inspection - Lead Structural
Engineer. The City retained Willdan to perfonn design review and
inspection services for all aspects of the project that affect the city. Willdan
has acted as an advocate of the City to defend their interests regarding the
Corridor.
LIMIN HE, PH.D., P.E.
Senior Engineer
Project Responsibility
Building Plan Review
Education
1968 B.S. Solid Mechanics
1982 M.E. Structures
1992 Ph.D. Structures
Professional Registration
1996 California No. CE 55635,
Civil
26 YEARS EXPERIENCE
Dr. He is a Senior Engineer in the Structures Division at Willdan. His
focus is the analysis and design of structures, especially seismic
evaluation and retrofit of reinforced concrete bridges and buildings and
masonry structures. He has led theoretical and experimental research in
structural and earthquake engineering, and written customized computer
programs to solve special problems, such as nonlinear behavior and
dynamic time-history response analyses. Dr. He's recent practical
experience includes seismic retrofit of bridges and buildings, design of
new bridges and other structures. He is the author or co-author of 19
tecJmjcal publications and was awarded the "Outstanding Paper Award"
in 1990 and 1993 by the Masonry Society, USA. His research on
hanged masonry walls has been included in the "Guidelines for the
Seismic Rehabilitation of Buildings" (FEMA-273 & 274).
Dr. He's relevant project experience includes:
County of Orange, Building Plan Checking for Orange County and
various cities - Structural Review. The major building projects
reviewed include: The Sea Castle, a new eight-story reinforced concrete
apartment complex, located 1725 Promenade, Santa Monica, with a
prestressed concrete slab and a concrete shear wall system; The
Saddleback Church Ministry Center, a new three story steel building in
Lake Forest, with steel brace frame system; the Fluor Daniel Office
Complex in Aliso Viejo, several new four story steel frame buildings
with steel Special Moment Resisting Space Frame (SMRSF) system.
City of Agoura Hills, Kanan RoadlU.S. 101 Interchange Design -
Structural Design. The design includes widening of two bridges,
replacement of one bridge, design of one new bridge, modifications to
the freeway mainline and two ramps, four new ramps, realignment of
streets, channel and drainage improvements, and traffic improvements.
Willdan will prepare the environmental document, project report, plans,
specifications and estimate, and provide construction management.
HNTB, BTHA Local Agency Seismic Retrofit - Lead Engineer.
Seismic analysis and retrofit design of Mojave River Bridge (Br. No.
54C-0089) in San Bernardino County. The bridge consists of 12 spans
of steel girders with CIP concrete deck slab. It was constructed in 1933
with total length of 747 feet and width of30 feet.
Fluor Daniel Co., Flour Daniel Office Complex Project Review -
Design Review. Provided design review for a 4 million gallon
prestressed concrete water tank in San Jose. The design of the 138'
diameter, 41' high tank used AWWA standards for wire-wound circular
prestressed concrete water tanks and utilized both peripheric and vertical
prestressing in the perimeter walls.
GEVORK MARTROSOF,
E.E
Electrical Engineer
PROJECT RESPONSIBILITY:
Building Electrical Plan Review
EDUCATION
1978-1983 Aryamehr
University of Technology
B.S., Electrical Engineering, Power
20YEARS EXPERIENCE
Mr. Gevork Martrosof, RE., is an experienced Electrical
Engineer with extensive experience in the area of power
distribution, high and medium voltage. He has been
responsible for design and review of multiple building
projects both in the U.S. and abroad.
His extensive knowledge of National Electrical Code,
Mechanical Code and Planning Code make him a very
proficient designer as well as a plan checker.
Mr. Martrosof's relevant project experience includes:
Mosharir, Project Engineer. Mr. Martrosof was
responsible for the design, coordination and management of
high voltage, up to 400KV, power distribution and
transmission lines.
Gevork Consulting Engineering, Senior Electrical
Engineer, Principal. Mr. Martrosof performed the
engineering design, coordination, plan checking and
management of all aspects of the project. These projects
including large office buildings, commercial complexes,
Medial Buildings and Educational facilities.
JIM MCGIRR
Vice President, Special Projects
Project Responsibility
Grading Plan Review
Education
Belfour Technical School
43 Years Experience
As Vice President for Special Projects, Mr. McGirr has handled many
private and public development projects in his 43-year career, 39 with
Willdan. These projects include street and infrastructure, street widening,
commercial, industrial and residential projects. He currently provides plan
check services at the City of Fontana, and is responsible for plan checking
improvements of plans, record maps, drainage plans, and grading plans for
the Cities of Anaheim, Dana Point, Garden Grove, Lake Forest, Cypress,
Hawaiian Gardens, and Bradbury.
Mr. McGirr's relevant project experience includes:
City of Garden Grove, Plan Check & Inspection - Project Manager.
Currently responsible for on-call plan check services for subdivision and
capital improvement projects and on-call construction observation on
various projects.
City of Cypress, Grading Plan Check - Project Manager. Prepare plan
check for the City of Cypress grading plans.
City of Garden Grove, Plan Check & Inspection - Project Manager.
Currently responsible for on-call plan check services for subdivision and
capital improvement projects and on-call construction observation on
various projects.
Erin Madison, Ltd., Agua Mansa Community Facilities District No.
89-1 - Project Manager. For the final design, preparation of plans and
specifications, and construction management of the infrastructure for the
300-acre industrial park, including design for street widening and
improvements of storm drain, sewer, signing and striping, railroad street
crossings, and rail design. The construction cost estimate for the project
was $8 million.
City of La Mirada, Alondra Blvd Valley View to Trojan Way Street
Resurfacting - Project Manager. Prepared plans and specifications for
street overlay with rubberized asphalt and striping; provided construction
observation.
City of La Mirada, Construction Observation Traffic Signal - Project
Manager. Construction administration and observation for the traffic
signal at Santa Gertrudes and Olive Branch Road.
City of La Mirada, Firestone Blvd. Widening - Project Manager.
Revise plans, prepare specifications, provide construction staking and
observation for the Phase III widening of Firestone Blvd. in the city of La
Mirada.
LONNIE G. PARTCH
Combination Building Inspector
Project Responsibility:
Building Inspection
Education
Saddle back College
National Construction Estimator,
Certificate of Completion
Comprehensive Blueprint
Reading
Certificate of Achievement in
Construction Technology
Uniform Building Code
National Electric Code
Combination Residential Code
Santa Ana College
Architectural and Mechanical
Engineering
Professional Registration
lCBO Certificates
Combination Inspector
#5067914-50
Building Inspector UBC,
#5067914-1
Electrical Inspector NEC,
#5067914-20
Plumbing Inspector IPC,
#5067914-30
Mechanical Inspector UMC,
#5067914-40
17 YEARS EXPERIENCE
Mr. Lonnie Partch has been working in the area of Building
Construction and Inspection for more than 17 years.
Mr. Partch's relevant project experience includes:
University California Irvine, Student Housing. UCI/East Campus
Apartments - Currently providing construction building inspection
services for a 480-unit apartment project, mostly 2 and 3 story wood
frame structures/slabs or grades. This project is also including a 2 story,
type I, flIe sprinkler, student union/recreation building.
City of Rancho Cucamonga - Inspected residential tracts, room
additions, pools and spas, patio covers on a daily basis. He also
performed commercial tilt-up and T.I inspections.
City of Fontana - Inspector. For nine months, performed building,
E.M.P. inspection for residential projects.
City of Murrieta, Single-family Residential - Inspector on 8 different
housing tracts, most of these project were 1 and 2 story tpe V wood
frame construction.
Sea Level Construction - During his tenure with Sea Level, Mr. Partch
was responsible for the preparation of sites for concrete pours, flat work,
footings, block and retaining walls, rebar installs and excavations. He
also secured permits from local jurisdictions, ordered materials,
scheduled and supervised several crews.
KENT W. JACOBSEN
Building Inspector
EDUCATION
EduCorp Career College
Electrical Technology
Education Dynamics Inc.
AutoCAD R-12
Glendale City College
Arch DR and Inspection
Technology
John Burroughs
Arch Dr and Electrical
REGISTRA TIONS/CERTIFICA TIO
NS
Building Inspector, 0814306-10
Electrical Inspector, 0814306-20
Plumbing Inspector, 0814306-34
Mechanical Inspector, 0814306-40 & 44
Plan Examiner 0814306-50
29 YEARS EXPERIENCE
Mr. Kent Jacobsen has over 29 years of building and safety and
construction experience. Mr. Jacobsen is a well-qualified
Building Inspector with all necessary certifications from ICe.
He is extremely familiar with the model codes requirements and.
In addition, he is extremely competent in reading and
interpreting construction documents, with expertise in the area of
Electrical Inspection.
Mr. Jacobsen relevant project experience includes:
City of Irvine - Heratige Aquatic Complex. Inspector. In
charge of grading and utility inspection for a $9 million dollar
project.
City of Redondo Beach - Contract Building Inspector.
Provided structural inspections of commercial and residential
including Harbor Storm damage, swimming pools and grading.
City of Beverly Hills - Building Inspector. Provided structural
inspections of commercial and residential including office
building, malls, subterranean parking and swimming pools.
JAS Pacific, Inc. - Building Inspector.
Residential and Commercial project.
Inspection of
Transtech Engineers - Combination Inspector. Inspections in
the Cities of Bellflower and Alhambra, residential and
commercial.
Breul Electronics - Commercial Electrician. Commercial
review of office buildings and structures for power, lights,
communications and cable.
BARRY J. NELSON
Building Inspector
EDUCATION
Courses completed in:
Blueprints & Spec. Reading
UBC Inspection
Masonry Construction and
Inspection
Code Enforcement and Disabled
Access
Combination Residential
Dwelling Inspection
Registrations
ICBO Certified Combination
Dwelling Inspector
24 YEARS EXPERIENCE
Mr. Barry Nelson brings to Willdan 24 years of construction
experience. Mr. Nelson previously specialized in masonry and
concrete, leak detection and prevention, and building
foundations. He has extensive knowledge of all methods,
materials, and techniques involved with wood frame
construction.
Mr. Nelson is a confident, thorough inspector with the ability to
make sound code inspection descisions. He is extremely
cautious inspection with a problem solving attitude.
He has performed inspections on commercial projects such as
retail centers, restaurants, medical and dental facilities.
Mr. Nelson's relevant project experience includes:
City of Lake Forest - Mr. Nelson has been providing a
construction building inspection for the City for more than five
years. He has been inspecting a variety of residential,
commercial and institutional buildings and occupancy
classifications.
Throughout the years of inspections Mr. Nelson has always
established effective working relationships with contractors, co-
workers, homeowners, the public, and code enforcement
personnel.
DAVID O'DONNELL
IBca Combination Building Inspector
PROJECT RESPONSIBILITY:
Building Inspector
EDUCATION
ICBO Building Inspector 5130191-10
ICBO Resident Electrical Inspector
5130191-EI
lCBO Commercial Electrical Inspector
5130191-E2
ICBO Mechanical Inspector 5130191-44
lCBO Plumbing Inspector
10 YEARS EXPERIENCE
Mr. David O'Donnell is an experienced ICBO Combination
Building Inspector.
Mr. O'Donnell's relevant project experience includes:
City of Irvine, Heritage Aquatic Complex - Building
Inspector in charge of building and 3 swimming pools and
associated mechanical, electrical and plumbing inspection for
a $9 million dollar project.
Boeger Plastering - Mr. O'Donnell Over saw waterproofing,
plastering and laminate (all deco) exterior finish in all the
commercial and residential jobs. He organized and set up
equipment, delegated duties and focused on quality control.
Maintenance and repair of equipment was also a focus during
his tenure. His jobs were completed within target dates,
while operating within budget.
G. Glenn Plastering - Mr. O'Donnell was responsible for
waterproofing home exteriors, scaffolding construction and
dismantle. He supervised the staff on maintenance and
equipment repair.
Shipley Company - Mr. O'Donnell performed chemical
production/process and packaging within the plant. Prepared
the necessary materials and samples. Maintained all the
necessary written materials for the job, and assisted in the
developmental testing, processes and procedures.
ALFRED AGUILERA
Grading Inspector
PROJECT RESPONSIBILITY:
Grading Inspection
EDUCATION
California State University,
Northridge, 1989
California State Polytechnic University,
Pomona, 1983-1984
Los Angeles Trade Tech, 1973-1974
PROFESSIONAL REGISTRATION
Landscape Contractor License (C-27)
Pesticide Advisor License and
Applicator License
Senior Landscape Certificate
Building Specialist Certificate
Plumbing Certificate
California Teacher Credential
32YEARS EXPERIENCE
Mr. Alfred Aguilera brings to Willdan 32 years of experience
in construction management, inspection, and landscape and
facility maintenance. Mr. Aguilera is fluent in the Spanish
language.
Mr. Aguilera's relevant project experience includes:
Bill Barber Marine Corps Memorial Park - Currently
providing grading, landscape, irrigation and utility
inspections as a resident inspector for this $6.5 million dollar
project. The project consists of restroom building, 5 roof
structures, tot lot, 5 tennis courts and a tennis pro shop
building.
City of Santa Fe Springs - As a Superintendent of Building
and Grounds for the City of Santa Fe Springs, Mr. Aguilera
was in charge of 15 employees for the upkeep and redesign
of landscaping for the City. The upkeep of the landscaping
throughout the City led to the City winning the beautification
award on 35 different occasions. Mr. Aguilera was in charge
of balancing the landscaping budget for the City. The
upkeep of the City included air conditioning and heating,
janitorial services, and general maintenance.
Mr. Aguilera was also in charge of management of
construction and inspection of new parks and renovation of
Estates. He worked with the Whittier High School District in
managing the upgrades of school sites, i.e., landscape, gas,
and electrical.
Teacher, Santa Fe High School - Mr. Aguilera instructed
the high school students in the subject of Horticulture,
including Botany, Gardening, and overall design and
maintenance of landscaping. The class met 5 days a week
for 1 hour and was part of the Whittier RO.P. Program.
City of Tustin
Plan Check and Inspection Services
\Xl ~~~"~R~~
CITY OF TUSTIN
REFERRAL MANUAL
A referral manual is created for the City to file and maintain significant building
department information policies and procedures. The following topics are included.
TABLE OF CONTENTS
Reference Sheet (See next sheet for details)
Code Amendments
Policies
Correspondence
Fee Schedule
Project Master File
Contract
Fees/Billing Data
Valuation Schedule:
Fee Schedule:
Multiplier:
Willdan FeelPercent:
Note:
Willdan Responsibilities
Fire and Life Safety
Structural
Handicapped
Waiver
Energy (Zone: --->
Residential
Non-Residential-
Grading
Drainage
Electrical
Plumbing
Mechanical
Security
Other:
Local Amendments Affecting Building Code
1.
Fire Sprinklers:
2.
Roof Materials:
3.
GradinglDrainage:
4.
5.
6.
Policies Affecting Building CodelPlan Check
Standard Comments/Corrections
1.
Obtain approvals ITom other departments prior to permits:
2.
Project may be subject to additional fees:
CITY OF TUSTIN
BUILDING PLAN CHECK REFERENCE SHEET
Date:
Project No.
Address:
Building Department Telephone No.:
Code Data
Building:
Plumbing:
Mechanical:
Electrical:
GradinglDrainage:
Other:
Staffl Agencv Contact Data
Building Official:
Tel.:
City Engineer:
Tel.:
Planning:
Tel.:
Fire:
Tel.:
Environmental Programsl
Industrial Waste:
Tel.:
Health Department:
Tel.:
Other:
Tel.:
Plan Transfer
Delivered To:
Office By:
Office By:
Returned To:
Note:
FeeslBilling Data
Valuation Schedule:
Fee Schedule:
Multiplier:
Willdan FeelPercent:
Note:
Willdan Responsibilities
Fire and Life Safety
Structural
Handicapped
Waiver
Energy (Zone: ->
Residential
Non-Residential-
Grading
Drainage
Electrical
Plumbing
Mechanical
Security
Other:
Local Amendments Affecting Building Code
1. Fire Sprinklers:
2. Roof Materials:
3. GradinglDrainage:
4.
5.
6.
Policies Affecting Building Code/Plan Check
Standard Comments/Corrections
1.
Obtain approvals from other departments prior to pennits:
2.
Project may be subject to additional fees:
City of Tustin
Plan Check and Inspection Services
-
W WILLDAN
PLAN REVIEW QUALITY GUIDELINES
QUALITY CONTROL
Willdan has established a number of quality control procedures. All divisions within our finn make
extensive use of our Quality Assurance Manual's training and procedures. Our division managers
participate in monthly Quality Assurance Meetings. Each division has developed its own quality
guidelines.
The quality of our plan review is an essential part of proposed service to the City. The following are
our plan review quality guidelines:
1.
PURPOSE
The purpose of establishing quality guidelines is to provide for unifonnity of checking between
plan checkers, consistency within each jurisdiction, establishment of minimum expectations for
establishing, measuring and evaluating perfonnance, and to provide a reference point for
quality versus cost discussions.
The building official of each jurisdiction is mandated by the state to ensure conformance to
adopted building codes. Adherence to that mandate leaves much to interpretation when it
comes to quality. Frequently, expectations and results differ to the point that the issue of
quality becomes a subject of discussion by our clients. On one extreme, we may be expected to
participate as a Project Manager to evaluate the project in terms of constructability, and on the
other extreme, the architect or engineer may argue that, since they have ultimate responsibility,
their interpretation and presentation is adequate.
Our responsibility per Section 101 is to provide, as a final product, a building that substantially
meets the minimum building code. Our responsibility is to the public, and not necessarily to
benefit an individual owner or contractor. Since the design professionals and contractors have
the ultimate responsibility, we, as an enforcing agency, must work within that capacity and its
very real limitations to provide a safe minimum code complying final product. How that final
product is achieved during construction is between the contractor and the designer. Whether it
is achieved during construction is up the verification of the inspector.
The notion of quality begins with the owner upon his selection of design and construction
professionals. The plan check process is limited in its ability to raise the quality beyond a
certain level as the incremental increase in quality decreases and as the number of checks
progresses. This process is aggravated by the frequent submittal of plans that are incomplete,
inadequate, or without substantiating code analysis. At some point, an efficient cost-effective
plan check is reached and the quality has then been defined by the owner within the limits of
the adopted fee schedule. It would not be practical to expect that every conceivable code item
appear on the plans. The process must also rely on the professional knowledge of the
contractor to interpret the plans in a manner that will accomplish the owner's desires while
meeting the code. The latter, of course, is reviewed by the building inspector, using his
experience and knowledge. In other words, it would not be unusual for plans to be approved
and for the project to obtain additional quality and code improvements through the construction
and inspection process.
Due to the separation and limits of responsibilities, it is more realistic to consider the whole
process from the owner's selection of a design and construction team, plan checking, cities'
administrative procedures, construction, inspection, and building final, to be a process of
incremental improvements as each step progresses, until a substantially code-conforming
building results. It is also the responsibility of the owner, and his design and construction
team, to coordinate all aspects of the design and construction, including the various disciplines,
conditions of approval, utilities, permits, and to assess the efficiency, serviceability, or
practicality of construction, i.e., constructability.
II.
WILLDAN APPROACH
Our approach to building plan checking can be derived trom the Willdan Mission Statement
and Philosophy. The Plan Check Division will strive to provide quality service in a
economical manner; we will identify client needs and implement methods to ensure they are
met; we will maintain a reputation for excellence, and we will ensure sound fiscal
management.
Our approach is to provide a plan check balanced among all disciplines for a finished building
considering all code issues, but not considering the efficiency ofthe method of obtaining that
final product. We will obtain this by being flexible in our approach and maintaining a
minimum code standard with open and approachable communication with those involved.
III.
QUALITY FACTORS WITHIN THE ADMINISTRATIVE PROCESS
The plan check process goes beyond the technical aspects of the code in its contribution to
raising quality, and incorporates the coordination and relationship with other departments and
functions. The following areas shall be considered:
A.
In-House Procedures
1.
Correctly logging all data
2.
Coordination with others
a.
b.
Planning
City Engineer
Fire
Grading/Drainage
c,
d.
e.
Plumbing, Electrical, and Mechanical Plans, and Plan Check
Procedures
B.
3.
Use of pre-printed correction sheets
4.
Use of "City Referral Sheets"
5.
Other agency review and approval
6.
Computerized plan check system
7.
Awareness of the linkage between revenue, cost, profitability and quality, and
the need for efficiency and the use of a budget
8.
Awareness of turnaround times and sense of urgency
9.
Understanding of percent fees and hourly projects and correct use of
project/task numbers
10.
Awareness of other department's conditions of approval and City concerns as
they relate to the building code
Communication
1.
Efficient corrections - the art of writing corrections to:
a.
obtain desired results the first time. Request a specific action to be
completed by the designer, not just a factual statement or question;
predict or anticipate the designer's response;
be specific and thorough. Refer to a specific condition, sheet, detail,
room, etc;
not assume that the designer understands;
consider that you are 100 percent responsible for communication;
create a document separate from the plans; and
record keeping and documenting the resolution of corrections.
b.
c.
d.
e.
f.
g.
C.
Permit and Code Data
2.
3.
1.
Plan matches description of work as indicated on permit
Verify valuation and note additional plan check fee
Verify code analysis and that code data is on plan
D.
Code Interpretations and Building Official Decisions
1.
2.
3.
4.
5.
Recognize the limits of your responsibility
Use of reference material
Understanding of subtleties of "grey areas" and when to ask questions
Importance of feedback to benefit the division
Processing and documenting building official decisions
The following guidelines are the minimum areas for review, investigation, comment, coordination,
and verification expected to be seen on a set of plans:
IV.
SITE PLAN
The site plan is one of the most important single sheets for a project because it brings
together a great deal of assorted information and combines it onto one overall plan. The
following aspects shall be reviewed:
A.
General
I.
2.
B.
Can it be understood?
a.
b.
Existing and proposed work
North arrow, streets, sidewalks, and alleys
Setbacks
Description of uses and occupancy
Address, owner, and designer
c.
d.
e.
Is it consistent?
a.
With the permit description of work area, stories, number of units, and
number of buildings
Between plan sheets, elevations, sections, and with grading/drainage
plans
b.
Construction Items
1.
Handicapped - are all site handicapped accessibility concerns addressed such
as:
a.
b.
parking;
continuous accessibility to all primary entrances;
c.
d.
signage; and
elevations, grades, and stories.
2.
Grading/Drainage
(See Section X.)
3.
Exiting - continuous walkable path to a public way
4.
Code analysis
a.
b.
Occupancy and occupant load
Type of construction
Area and justification
Setbacks
Sprinklers
c.
d.
e.
v.
ARCHITECTURAL PLAN
This plan should be adequate to provide a minimum conforming building at final inspection,
and the following aspects shall be reviewed:
A.
Construction methods to achieve
1. Fire resistive requirements
2. Occupancy separations
3. Area separations
4. Rated roof covering
5. Type of construction
6. Shaft construction
7. Sound ratings
B.
Stair dimensions and details
C.
Light and ventilation, heating, hot water, and sanitation
D.
Roof drainage and overflow
E.
Consistency between sections, elevation views, and plan views
VI.
G.
H.
VII.
F.
Code required dimensions - clear, finish dimensions
G.
Use of approved or rated systems
H.
Pedestrian protection
EXITING SYSTEMS
This area is important enough that an in-depth check should be done in accordance with
Section 3 IO.4 and Chapter IO. I expect to see all provisions noted, detailed, and
dimensioned.
A.
Uses, occupancy classification, and load
B.
Minimum exits and separation
C.
Continuous exit path
D.
Minimum clear dimensions to finish surface
E.
One-hour corridors
F.
Doors
Signage
Assembly and special occupancy requirements
STRUCTURAL
The engineer of record has the burden and the ultimate responsibility for the structural
design. In the purest sense of our responsibility to check that design, I would not expect to
provide examples of missing details, calculate for and provide missing structural systems, or
impart a "personal" design philosophy. Rather, it is to indicate what is missing, incomplete,
or inconsistent with the code requirements in the following areas:
A.
Design approach and philosophy
1.
Are the loads correct?
2.
Are the design assumptions, structural theory, and application reasonable?
3.
Are the general design requirements from Chapters 23-28 applied correctly?
B.
6.
7.
8.
VIII.
4.
Does the overall presentation impart confidence?
5.
Does the force resisting system provide continuity from the point of
application to the foundation?
Note: The specific design requirements from Chapters 16 through 23 are the design
responsibilities of the engineer and should not be confused with our responsibility of
checking to ensure that the results of the design are on the plan.
Infonnation provided by calculations and shown on plans
1.
Foundation systems and hardware
2.
Critical vertical and horizontal framing
3.
Shear walls
a. Location
b. Type
c. Schedule
d. Continuity
4.
Soils report infonnation
5.
Details
a. Critical vertical connections
b. Shear transfer and drag connections
c. Holdowns
d. Reinforcing steel - size and placement
e. Diaphragms, collectors, wall anchors, and continuity
Material specifications
Required special inspections
Computer calculations - application and interpretations
ACCESSIBILITY STANDARDS
Upon occupancy, these systems become extremely visible and may have a negative impact
on the lives of physically disabled individuals if not done correctly. I expect a serious, in-
depth check to obtain to the maximum extent all accessibility regulations according to the
State Building Code.
Ix.
D.
x.
A.
Path of travel from pedestrian and automobile access points to all primary entrances
and all accessible areas within the building
B.
Signage: Driveway entrance, parking, primary entrances, and bathrooms
C.
All dimensional requirements, slopes, and grade elevations, and coordination with
grading/drainage plan
D. Necessary details
E. Residential adaptable standards
F. Unreasonable hardship forms
ENERGY STANDARDS
Probably the purest checking of any area to the point that it becomes only a comparison of
plans to the calculations and to ensure that:
A.
proper forms and calculations are provided;
B.
signatures and statements are provided;
C.
CF-l and MF-l copied onto plans; and
verify plans for;
1. switching requirements;
2. lighting type;
3. glazing areas;
4. point system considerations; and
5. insulation R values (building and ducts).
GRADING/DRAINAGE
A.
B.
C.
Coordination with building plan check
Coordination of grading/drainage with site and/or landscape plan and site
accessibility
Use of correction sheets
D.
Sump pump calculations and details
E.
Hydrology
XI.
TENANT IMPROVEMENTS
The main consideration of these is to have enough infonnation about the existing conditions
so that the proposed improvements can be checked.
A.
Show existing and proposed conditions. This may include a site plan with property
lines, as well as adjacent buildings, floor areas, type of construction, and code
justification.
B.
Existing and proposed uses
C.
Change of occupancy requirements
D.
Accessibility standards
Threshold valuation requirements
2.
Umeasonable hardship documentation
City of Tustin
Plan Check and Inspection Services
-
'\Xl WILLDAN
Insert City logo
here. (Remove
this border after
inserting logo.)
CITY OF (Fill in name of city)
RESIDENTIAL PLAN CORRECTIONS
1998 California Building Code with Local Amendments
ADDRESS:
PLAN CHECK No.:
VALUATION
PROJECT:
FLOOR AREA: NEW I sr FLR:
2ND'
TYPE:
OTHER:
OCCUPANCY:
GARAGE:
OWNER:
DESIGNER:
CONTACT PERSON:
ENGINEER:
SOILS/GEO:
TELEPHONE #:
PLAN CHECKER:
TELEPHONE #:
FAX#:
HOURS:
1ST CHK DATE:
im CHK DATE:
3RD CHK DATE:
APPROVED:
Your application for a permit. together with plans and specifications, has been examined and the issuance of a permit is
withheld for the reasons set forth. The approval of plans and specifications does not permit the violation of any section of the
Building Code, or other local ordinance or state law.
NOTE: Numbers in parenthesis [ ] refer to Code sections of the 1998 edition of the California Building Code, Table [T],
Plumbing Code [P.C.], Mechanical Code [M.C.] or Fire Code [F.e] Asterisk [*] refers to local amendments. NDS refers to
the National Design Specifications.
INSTRUCTIONS:
.
Circled comments below are correction items applicable to this plan check. Please respond to all comments.
.
In the left-hand margin of the circled corrections, please indicate the sheet number and detail or note number on the plans
where the corrections are made. Be as specific as possible.
.
All plans, calculations, and specifications on which comments have been made are considered a part of the plan check
and must be returned at the time of resubmittal, with two revised sets of plans including all documents and this
correction sheet. Inked-on corrections are not acceptable.
.
Incorporate all comments as marked on the checked set of plans, calculations and this correction sheet on the revised
plans. Resubmit marked original plans and two corrected sets of plans, calculations and this plan review list. Incomplete
or unreadable drawings or calculations will not be accepted.
.
The plan check engineer will be available for conference and telephone calls at the telephone number and hours indicated
above. Please contact the plan check engineer if yOU have any questions or for plan review appointments.
.
Recheck Comments:
GENERAL:
1.
See plans for additional corrections/comments. Return check set of plans with all documents and revised plans.
2.
Referrals: Approval of the following departments may be required: Obtain specific department requirements and
obtain approvals from the City prior to permits: Planning; City Engineer; Fire Department; Sanitation; Coastal
Commission; Soils/Geology, Homeowner's Association.
VerifY approval for:
3.
Approved DrainagelGrading Plan is required. See additional correction sheet/obtain approval trom:
4.
Residential fire sprinklers are required. Note on first sheet ofplans.
5.
A separate plan check and/or permit is required for swimming pool/spa/retaining walls/fences/accessory
buildings/grading/demolition:
6.
Plan check application to be consistent with plans. NotelRevise permit application's "Description of Work" to read:-
7.
The stated valuation is low based on
the City based on a valuation of $
. Correct application and pay an additional plan check fee at
8.
The first sheet of the plans must:
a.
Contain the name and address of the owner and designer, site address, and list all consultants (engineer, energy,
soils, etc.), associated with the project [106.3.3].
Show applicable building data including floor area and classification of each occupancy group, area of each story,
area of addition, number of stories, type of construction, and applicable codes. Indicate if sprinklered. Provide
assessor's parcel number (APN) if new area is proposed.
List the systems that are deferred submittals. Note the following on plans: "Deferred Submittals shall be
reviewed by architect or engineer of record prior to submittal to the Building Official. " [106.3.4.2]
b.
c.
9.
A complete plot plan is required showing side yard and lot dimensions, distances between adjacent buildings,
easements, public right of way, existing buildings, and north arrow. Locate and detail construction of new
fences/walls [106.3.3]. ClarifY new and existing structures/construction and specifY if under a separate permit or
future work.
10.
Plans and calculations are required to be prepared under the supervision of a registered engineer or licensed architect.
For plans and/or calculations prepared by a registered engineer or licensed architect, the first sheet of calculations and
each sheet of plans containing structural notes, plans, or details, must bear the seal (including expiration or renewal
date) and original signature of the responsible Engineer/Architect (CA B&P code). If project is designed per
soils/geology report's recommendation, provide soils engineer or geologist's review stamp on foundation plans and
details.
ARCHITECTURAL REQUIREMENTS:
II.
SpecifY uses in all areas. ClarifY use at
12.
Walls less than 3'-0" to a property line shall be of I-hour fire restive construction with no openings (doors, windows,
mechanical vents, scuppers) and shall have a 30" parapet. [503.2, T 5-A, 709.4, UMC 504.6]
Additionally, show by details or notes the following requirements:
a.
b.
Show a section and dimension the location of the PL
Detail the one-hour parapet materials, the non-combustible materials and height. Clearly show the height for roof
slopes greater than 2:12.
If a parapet exception is used, detail completely each specific construction requirement including roof material
and rating; roof-ceiling framing and one-hour fire restive construction; roof openings.
Add the following note: "No wall openings or wall or roofmechanical vent openings are permitted within 3 '-0"
o/the PI."
c.
d.
13.
Eaves/projections less than 3'-0" from the property line shall be I-hour resistive, heavy timber or noncombustible
materials. [503.2.1, UBC-T-5-A, 705,1204]
Additionally, show by detail or notes the following requirements:
a.
b.
c.
Eaves shall be 2' -0" minimum clear to a property line (30" required to PL when over a required widow).
Provide a section specifYing eave length, distance to property line and protection detail.
Show how roof drainage will not be directed over the property line onto adjacent property.
14.
The following are required for an attached garage: [302.4,312.4]
a.
One-hour fire resistive materials (on garage side) on all walls, ceilings, posts, and beams adjacent to or supporting
the dwelling. Specify 5/8" type 'x' gypsum board, 7/8" stucco, or other I-hour materials.
Self-closing, tight fitting (minimum 1-3/8" thick), solid core/solid wood or 20-minute rated door at openings into
dwelling.
Openings from garage into a room used for sleeping purposes are not permitted.
b.
c.
15.
Every sleeping room and basements shall have at least one exterior door or window opening directly into a yard or
exit court for emergency egress. Indicate each opening, which satisties this requirement on plan or schedule [310.4].
Windows must provide:
a.
b.
Minimum 5.7 square feet of clear openable area,
Minimum clear width of20", minimum clear height of24"
Have a finished sill height not more than 44" above the floor. Note this on the plan or schedule. [310.4]
If finish sill height is below grade, provide minimum 36"x36" window well with a fixed ladder. Window well
must extend below windowsill for drainage. See UBC Section 310.4 for additional dimensional requirements.
[1402.5]
c.
d.
16.
All habitable rooms must be provided with natural light (1110 of floor area, 10 sq. ft. min.) and ventilation (1/20 ofthe
floor area,S sq. ft. min. [I Y:, sq. ft min. for bathrooms]). Show all window sizes and types on plans or schedule
[1203]. Window(s) in provide inadequate area.
17.
In lieu of natural ventilation in bathrooms containing a bath and/or shower and similar rooms, a mechanical system,
capable of providing five air changes per hour and exhausting directly to the outside, may be provided. Outlet must
be minimum 3'-0" ITom any openings into building and 3'-0" from the property line [1203.3]. Note and show
locations on plans.
18.
Show on plans: 24" clear in front of toilet and 30" minimum wide toilet compartment. (15" to CL). [UBC 2904, UPC
408.6]
19.
Show on plans: Minimum 1,024 square inch area and 30" diameter in shower compartment. [UPC 412.7]
20.
Wall coverings in showers and tubs to be cement plaster, tile, or equal to 70" above drain. Enclosures must be of
approved safety glazing and doors must swing out of showers. Windows in enclosure walls shall be labeled safety
glazing when less than 60" above the drain. [2512 UBC, 412.7 UPe]
21.
Required ceiling height is 7'-6" minimum and 7'-0" minimum in kitchens, halls, and bathrooms. [310.6.1, 310.6.3]
Ceiling height in is inadequate.
22.
Hard-wired smoke detectors with a battery backup are required. Show all locations with a symbol on the plan,
[310.9.1] Provide detector at the following locations:
a.
b.
c.
d.
Centrally located in rooms and corridors giving direct access to each sleeping area.
On ceiling inside each sleeping room.
On each story of multistory dwellings and in basements.
In split-levels, detectors shall be installed on the upper level. If the lower level contains sleeping areas, then it too
shall be equipped with a detector.
When sleeping areas are on an upper level, the detector shall be located in close proximity to the stairway.
In rooms with high or sloped ceilings 24" above that of the adjacent hallway leading to sleeping areas.
Note on plans: "Detectors shall sound an alarm audible in all sleeping areas of the dwelling unit which they
serve."
Detectors are required in existing dwellings when an addition, alteration, or repair is made. Detectors may be
solely battery operated when installed in existing construction areas. [310.9.1.2]
e.
f.
g.
h.
23.
Show size and locations of screened under-floor cross-ventilation equal to 1/150 of area. SpecifY the number of vents
required on plan. [2306.7]
24.
An 18" by 24" (minimum) crawl hole(s) is required for access to all under-floor areas. Show on foundation plan.
[2306.3 ]
25.
Detail approved method of dampproofing foundation walls enclosing usable basement below finished grade. [1402.4]
26.
A corrosion-resistant weep screed is required below the stucco a minimum 4"/2" above grade/slab. [2506.5]
27.
SpecifY type, manufacturer, and ICBO number (or submit other approved testing agency report) for elastomeric
weatherproof walking surface material to be used on all exterior decks and balconies over enclosed construction.
Minimum slope y."/ft is required for drainage. [1402.3]
28.
Show or note fire block requirements on plans. Fire blocking shall be installed at: [708.2.1]
a.
Concealed spaces of stud walls and partitions, floor and ceiling at 10'-0" maximum intervals both vertically and
horizontally
Interconnections between concealed vertical and horizontal spaces
Concealed space between stair stringers at top and bottom run.
At openings around vents, pipes, ducts, and chimneys (non-combustible materials);
At openings between attic and chimney chase for factory-built chimneys;
b.
c.
d.
e.
29.
Submit make, model, and ICBO number for manufactured fireplace [3102.5] and/or skylight(s). [2603.1.2]
30.
Provide adhered or anchored details for masonry veneer. SpecifY anchors, backing, footings, and support over
openings. Masonry veneer shall not exceed 5" in thickness and shall not extend above the first story.[1403, 2320.5.3]
31.
Show slope(s) of roof; specifY type of roof covering, underlayment, fasteners, and flashing requirements. [Chapter 15]
32.
SpecifY a Class minimum rated roof covering. Note on plans: "Roof assembly shall be listed by an
approved testing agency." [1504]. Minimum Class 'C' required by State law.
33.
Attic with over 30" headroom must have access opening (22"x30" minimum). Show the opening located in a corridor,
hallway, or other readily accessible location. [1505.1]
34.
Show details of cross ventilation for attic/rafter spaces equal to 1/150 of under roof. [J 505.3])
35.
Unless roofs are sloped to drain over the edge, roof drains are required at each low point. Overflow drains of the same
size are required 2" above each low point and connected to independent drain lines. [1506.2, .3]
36.
Chimneys shall extend 2'-0" above any part of the building within 10'-0". Factory-built chimneys shall terminate 3'-
0" minimum above the roof opening penetration. Submit complete design/details for construction of masonry
fireplace, chimney, and foundation [3102.4 and .7]. Show how masonry/metal chimneys are anchored to floor,
ceiling, and rooflevels. [UBC 3102.3.6, T-31-B, 3102.4, .6, UMC 812.1, UMC-T-8-D]
37.
Indicate approved spark arrester with a net area of opening four times that of the chimney. Factory built chimneys
shall terminate in a listed factory built chimney cap. [3102.3.8] No other architectural feature is permitted without
manufacturer's approval.
38.
Two exits are required from a second/third story/occupied roofs/basement [1004.2.3.2]. Show exit separation per
Section 1004.2.4
39.
One exit doorway 3'-0" wide (minimum) by 6'-8" high (minimum) shall be provided. [1003.3.1.3]
40.
Exterior exit stairways not permitted less than 3'-0" to a property line. [1006.2.1]
41.
Notes and details are required to show the following for all interior & exterior stairways/steps. [1003.3.3, 509]
a.
b.
c.
d.
Minimum 36" wide stairway and landings.
Maximum 8" rise, minimum 9" run for private stairways.
Note on plans: "The largest rise or run in a flight of stairs may not exceed the smallest by more than 3/8".
Dimension headroom over stairs to show 6' -8" minimum tram nosing of tread.
Guardrail on open side of stairs over 30" above floor or adjacent grade. May serve as handrail also. Guardrail
may be 34" to 38" high only at open side of stairs.
Handrail (required for 4 or more risers) 34" to 38" above tread nosing, I y," clearance to wall, I y." to 2" in cross
section, with ends retumed to wall or terminate at newel or safety post. Show handrail continuous for the length
of the stairs.
Handrail connection details adequate to withstand a 20-pounds-per-foot lateral load.
Sections and details to clearly show how all stairways are to be constructed, including framing, connections,
footings, and stringer size, spacing and maximum cut. Provide design of stringers.
Enclosed usable space under stairs to be protected by I-hour fire resistive materials.
e.
f.
g.
h.
i.
42.
Winding stairways must show a minimum 6" tread and have the minimum required run at 12" from the narrow side of
the tread. [1003.3.3.8.2]
43.
The maximum floor area served by the spiral stairs is limited to 400 sf. Provide design and details for treads,
including radius, arc, rise and run. [1003.3.3.8.3]
44.
Landings at stairs shall have a dimension in the direction of travel equal to the width of the stairs (maximum 44" for
stairs in a straight run). [1003.3.3.5]
45.
Every door shall have a level landing on each side. The landing shall not be more than I" lower than the threshold of
the doorway and may be 8" maximum lower than the threshold when the door does not swing over the landing.
Exterior doors shall have a concrete landing (36"x36" min.) with a minimum slope of y." per foot for drainage. Detail
landing and threshold drop at doors. [1003.3.1.6]
46.
Guardrails are required at floor and roof openings, landings, balconies, and at open sides of stairs over 30" in height.
Detail or note the following to show compliance: [509, T-16-B]
a.
b.
Guardrails to be 36" minimum in height.
Open guardrails shall have intermediate rails or an ornamental pattern such that a 4" sphere cannot pass through.
Guardrail connections to withstand a 20 pounds-per-foot lateral load. Provide structural connection detail and
submit structural calculation to justifY design.
c.
47.
Glass railings shall comply with 2406.6 and T-16-B. Show the following:
a.
b.
Type and thickness (W' minimum) of safety glazing.
Submit structural design calculations for glass not supported on all four edges. Refer to UBC Standards 24-1.
Structural balustrade panels shall:
i. Be designed to withstand (panels and supports) an 80-pounds-per-foot lateral load (SF=4) and/or wind load.
ii. Not be installed without a hand or guardrail on top.
iii. Support hand or guardrail with a minimum ofthree panels such that it remains in place should one panel fail.
iv. G lazing designed using Graph 24-1 shall meet the I: I to 5: I size ratio per Footnote I.
c.
a.
Attic or underfloor access opening of22"x30" or larger to accommodate the removal of the largest equipment and
located not over 20'-0" ITom equipment.
Unobstructed passage 24" wide with solid continuous flooring trom access to equipment/control panel.
A level, unobstructed work platform minimum 30" in ITont of equipment with 30" headroom
Light over equipment with switch at access.
b.
c.
d.
61.
Clothes dryer moisture exhaust ducts shall terminate outside the building and have a back-draft damper. Exhaust duct
is limited to 14'-0" with two elbows. This shall be reduced 2'-0" for every elbow in excess of two. Show minimum
4" diameter, smooth, metal duct, and show duct route on plan. [UMC 504.3 & 908]
62.
Indicate ground-fault circuit-interrupters (GFI) protection for all 125-volt, single-phase, 15- and 20-amp bathroom,
garage, outdoor and basement receptacles, counter-top receptacles within 6'-0" of a wet bar sink, and all receptacles
serving kitchen countertops. [NEC 210-8]
63.
At least one light outlet (wall switch-controlled) shall be installed on the exterior side of outdoor entrances and
exits.[NEC 210-70(a)]
ENERGY REOUIREMENTS:
64.
The plans must show conformance with the latest State Title 24 Energy Standards (July 1999). If a package approach
is used for conformance all information must appear on the plans. If a point system or computer method is used for
compliance, all energy calculations must be submitted. Forms CF-IR and MF-IR, completed and signed (prior to
plan approval), are to appear on the blue-line prints (i.e., "sticky-backs"). Show all of the required insulation and
other mandatory features on the plans either by notes or details.
65.
Show how dwelling unit/addition is heated to 70 of. [UBC 310.11]
66.
Provide fluorescent lighting in bathrooms and kitchen for general lighting. Locate switch and lighting fixture to show
compliance.[Title 24-150k]
67.
Indicate that windows are dual glazed and labeled. Window frames shall be consistent with those indicated in the
energy calculations. (U-values)
68.
Provide minimum stud/rafter sizing to accommodate insulation. Provide I" minimum clearance between insulation
and roof sheathing for rafter space ventilation. [1505.3] Where rafter space ventilation is required, provide 2x12, 2x8
and 2x6 for R-30, R-19, and R-13 respectively.
69.
Indicate required thermal mass on floor plan and call out floor covering, per calculation and Table G 15.
CONSTRUCTION/STRUCTURAL REOUIREMENTS:
General Requirements
70.
Indicate grade and species of framing lumber, glu-Iam beams, treated sillplates, specifications of concrete, mortar and
grout, grade of masonry units, structural steel specifications and grade of reinforcing steel. [106.3] Specify "Special
Inspection" [1701.4] for:
71.
Cross-reference all calculations to structural elements (joists, beams, shearwalls, etc.), on framing plans or calculation
key plan sketch.
72.
Details and sections are required where indicated on plan check set. [106.3] See sheets:
73.
Delete notes and details that do not apply. See sheets:
74.
Reference/key/identify all sections and details as to location on plans, elevations, sections, and detail sheets. [106.3]
75.
Clearly show and indicate all new, existing, and removed walls and construction.
76.
Coordinate structural and architectural plans. See:
77.
Submit design and details by licensed engineer or architect for retaining walls over 4'-0" in height from top of
retained earth to bottom of footing or supporting any surcharge [106.2, .3.2]. Detail locations of walls, walls and
footings dimensions, reinforcing steel, and backdrains (and outlet), etc.
Foundation Requirements
78.
Submit a soils/geology report and addendums for this project. Plans shall include all soils engineer's
recommendations and notes, including required inspection of excavations, backfills, and backdrains. Project
soilslgeologist to sign and stamp plans. Expansion index greater than 20 requires special design considerations.
Provide recommendations and design. [1803.2.1804, 1806.2, 1815]. Per recommendations of soils/geology report:
79.
Submit a soilslgeology addendum to address potential for seismically induced soil liquefaction. Addendum report
shall include soil instability evaluation per Section 1804.5 and recommendation for foundation design to mitigate
effects of liquefaction.
80.
Provide the following note on plans: "All foundation excavations must be observed and approved by the Project
Engineering Geologist and/or Project Geotechnical Engineer prior to placement of reinforcing steel."
81.
Provide/verify by calculations that existing/proposed foundation system is adequate to support the applied vertical
loads at 1000 psf soil bearing pressure or per soils report. [1806]
82.
Provide design for foundation piers. Design/calculations for pad footings supporting posts. [1806]
83.
Unless a soils report specifies otherwise:
a.
b.
Use a maximum soil bearing pressure of 1,000 psf. Use Class 5 soil type. [T-18-I-A]
Foundations are assumed to be on expansive soil and shall conform as follows: [1804.4]
i. Foundations shall extend 18" and 24" below grade respectively for interior and exterior footings.
ii. Exterior walls and interior bearing walls shall be supported on continuous foundations.
iii. Four continuous No.4 bars. Two bars 4" from top and two bars 4" from bottom offootings.
iv. Floor slabs 4" thick over 4" coarse aggregate base or moisture barrier membrane and reinforced with No.3
bars at 24" o/c each way or two layers 6x6-1O/1O WWFM or one layer 6x6-6/6 WWFM positioned at center
of slab thickness.
v. Note on plans: "Saturate the soil to a depth of 18" prior to casting of concrete."
Specify Type V cement with water/cement ratio of 0.45 and fc = 4500 psi for all foundation concrete if sulfates
are present. [1904.3.1 & T-19-A-4]
c.
84.
Show foundation sections 12"/15"118" wide, 6"/8"110" thick, and 12"/18"/24" deep, and indicate below undisturbed
ground surface (or engineered compacted fill and submit soils report). [T-18-1-C]
85.
Buildings/foundations must be set-back from adjacent slopes. Show sections to verify. [1806.5]
86.
Show the locations of all holdown hardware on foundation plan per structural calculations. Note on plans: "All
holdown hardware is to be secured in place prior to foundation inspection." [1605.2.3,108.5.2]
87.
Show foundation anchor bolt size and spacing on foundation plan. Note or show the following on plans:
a.
b.
Minimum of5/8" diameter A.B. embedded 7" into footing and spaced 6'-0" O.c. (maximum).
Minimum two bolts per piece of sill plate and one located within 12" and not less than 7 bolt diameter or 4-3/8"
of each end of each sill plate. [1806.6]
c. Sill bolt diameter and spacing for three-story raised floor buildings shall be specifically designed. [1806.6.1,#1]
d. 2" x 2" x 3/16" plate washer shall be used on each anchor bolt. [1806.6.1 #2]
88.
SpecifY size, spacing, LC.B.a. number and manufacturer of expansion, wedge, or adhesive anchors to be used on
existing footing. Provide justification for use including noting edge distance and embedment depth on plans.
[]06.4.3]
89.
Minimum clearance of untreated wood members above earth is 12" for girders and 18" for joists. Show and
dimension. [2306.3]
90.
Foundations supporting wood shall be 6" (min.) above adjacent finish grade/surface. [] 806.]]
91.
Show/detail on plan that exterior posts located on a slab shall be at least I" above the floor/slab. [2306.5]
Framing Requirements (Vertical Loads)
92.
Wood design values for visually and mechanically graded lumber, structural glued laminated timber, and timber piles
shall conform to The National Design Specification for Wood Construction, Revised 1991 Edition (NDS)[23 16.1]
JustifY:
93.
Provide design for combined loading (DL+LL+WIND) on exterior wall studs and posts spanning over 10' where
indicated on plan. Wall studs are to run continuous without intermediate plate (i.e., full height, balloon framing)
unless calculations are provided for an alternate design. Note the use of full length studs (balloon frame) on exterior
walls of rooms with vaulted ceiling. [1615, T-23-IV-B]
94.
Submit design/details for trussed rafters, or add the following "Deferred Submittal" note: "Truss calculations and
layout plan will be reviewed by the ArchlEngr of record and submitted to the Building Department prior to
installation." [106.3.4.2]
95.
VerifY, design, and detail stair stringers to accommodate 100 psf. Tread to accommodate 300-lb. point load. [T 16-A,
footnote #5 & 6]
96.
Use 60 PSF live load for balconies: check deck joists for shear due to notching/ripping. [T-16-A]
97.
Cutting or notching of wood studs or plates shall not exceed 25% ofthe stud/plate width in exterior and bearing walls
and not to exceed 40% of the stud/plate width in nonbearing partitions. Bored holes diameter is limited to 40% of the
stud/plate width in any stud and may be 60% in non bearing partitions or when the bored stud is doubled. Note on
plans. [2320.1 1.9, .10]
98.
For roof and floor diaphragms specifY structural panel thickness, grade, span rating or panel index, nailing schedule,
and panel layout. [T-23-II-E-], T-23-Il-F-I]
99.
Doubled joists are required under parallel bearing partitions. [2320.8.5]
100.
Solid blocking or cross-bridging of floor joists is required in accordance with [2320.8.3]. Show compliance on plans.
10 I.
Show size(s) of all headers over openings. [2320.11.6]
102.
Detail lateral support at toplbottom of non-bearing walls. [2320.11.2]
103.
A ridge board/valleylhip minimum 2" greater than joists in nominal depth is required. Design as a load-bearing
member ifroofslope is less than 3" in ]2". [2320.12.3]
104.
Roofpurlins may be used to reduce the span of rafters within the allowable limits. Purlins to be a minimum same size
as rafters, the maximum span for 2"x4"/2"x6" is 4'/6', with braced struts not over 8' in unbraced length and not flatter
than 45 degrees from horizontal to a bearing wall or partition. [2320.12.7]
105.
Provide rafter ties, design and support ridgelhips/valleys as beams, or provide other design for roof support when
ceiling joists are not parallel to roof rafters. [2320.12.6]
106.
Positive connections shall be used for all post-beam connections to ensure against uplift and lateral displacements.
Show and detail. [2314]
107.
Studs supporting two floors and a roof must be framed of 3 "x4" or 2"x6" members. [T-23-IV-B]
108.
Floor structural panels shall be tongue and groove or have blocked panel edges. [T-23-II-E-I]
Framing Requirements (Lateral Loads)
109.
Bracing of the exterior walls and main cross-stud partitions shall conform to [2320.11.3] or submit an engineered
lateral design and calculations. Conventional bracing section [2320.11.3] requires each comer and every 25' -0" of
wall be braced with a 4' -0" shear (plywood, stucco, etc.) panel with special nail/staple spacing. [T-23-IV-C-I]
110.
Light-frame construction of unusual shape, size, or split-levels shall be designed to resist lateral forces. Submit lateral
design calculations and detail all required structural elements on the plans. [2320]
Ill.
Lateral force distribution to shear walls and/or other lateral-force-resisting-systems shall be distributed in proportion
to their rigidities, considering the rigidity of the diaphragm. Indicate, with supporting calculations, whether
diaphragm is flexible or rigid. Provide distribution offorces per diaphragm classification. [1605.2, 1605.2.1, 1630.6,
.7, .9]
] ]2.
In light wood frame buildings less than 3-story in height, wood horizontal diaphragms may be considered flexible and
the lateral load may be distributed to the lateral force resisting systems in proportion to their tributary areas, provided
that ALL conditions outlined in the Flexible Diaphragm Bulletin are incorporated in the design. See the attached
bulletin for guidelines.
113.
Where rotation is provided, the depth of the diaphragm normal to the open side shall not exceed 25' or two-thirds the
diaphragm width, whichever is the smaller depth. Clarify/justify the use of rotation. [2315.1]
114.
Provide overturning calculation for all shear walls 4'-0" or less in length or as indicated. Detail how all overturning
loads are carried down to foundation through intermediate elements. Reduce dead load by 0.90 for seismic and 2/3 for
wind []612.3, ]621.1, 1630.8]
115.
For vertical steel posts used to resist lateral forces, detail moment connection of post into grade beam/foundation,
design post for combined loading (DL+LL+SEISMIC/WIND) using R = 2.2 for seismic, and show that allowable
story drift is less than: [1612, 1630.9, .10, T-16-N]
¡';M = 0.7 R ¡';S, or:
¡,;S = (0.025 h)/(0.7 R) for T < 0.7 sec
¡';S = (0.020 h)/(0.7 R) for T > 0.7 sec, See UBC ]630.2.2 for period (T) calculation
116.
Provide grade beam calculations and details where proposed or existing foundations resist overturning moments or as
indicated. Justify use of existing foundation to resist overturning forces.
] 17.
Structures with vertical and/or plan irregularity shall be designed in accordance to UBC §]629.5.3, Table 16-L, and
Table] 6-M. Submit design and detail specific requirements for:
a.
b.
c.
d,
In plane discontinuity. [1630.8.2]
Weak story. [1629.9.1]
Re-entrant comers. []633.2.9, items 6 & 7]
Diaphragm discontinuity. []633.2.9, item 6]
Out-ofplane offsets [1630.8.2,1633.2.9 item 6, 2213.8]
Non-parallel systems. [1633.1]
e.
f.
118.
Provide calculation and detail tension/compression force transfer of top and sole plates of plumbing walls serving as
chord/strut members. [2315.5.2]
City of Tustin
Plan Check and Inspection Services
-
A,',',,'
'l]J.
Schedule
W ~~,ILLDAN
WILLDAN
Schedule of Hourly Rates
July 1, 2003
ENGINEERING
Principal Engineer..... """""""""""""'" $160.00
Division Manager......................................................150.00
City Engineer ............................................................150.00
Project Manager ................... ........ ................. 150.00
Supervising Engineer................................................ 135.00
Senior Engineer........................................................ 120.00
Senior Design Manager.............. .. ........... 120.00
Design Manager ......................................................110.00
Associate Engineer................................................... 110.00
Senior Designer........................................................ 105.00
Senior Design Engineer II...................... ..........105.00
Senior Design Engineer 1..........................................100.00
Designer II..................................... .............. 100.00
Designer I.............................. .........................95.00
Design Engineer II................................................ 95.00
Design Engineer I....................................................... 90.00
Senior Drafter ............................................... ....... 90.00
Drafter II........... ........................................ 80.00
Drafter I.............. ........................................................75.00
Technical Aide ......................................................... .. 65.00
CONSTRUCTION MANAGEMENT
Divisiòn Manager.......................................... .150.00
Project Manager ............................................ ....150.00
Senior Construction Manager......................... .130.00
Construction Manager ...................................... 120.00
Assistant Construction Manager............................... 100.00
Utility Coordinator """""""""""'" ...... ..... 105.00
Supervising Public Works Observer........................ 105.00
Senior Public Works Observer ................................... 90.00
Public Works Observer................................ **80.00 190.00
Assistant Public Works Observer ............... **70.00/90.00
Labor Compliance Manager .............. .........105.00
Labor Compliance Specialist..... ...............................80.00
SURVEYING
Division Manager......................... ......................150.00
Supervisor - Survey & Mapping ................................135.00
Senior Survey Analyst........ ................ .105.00
Senior Calculator... .. ..................... .........105.00
Calculator 11................................................................. 90.00
Calculator I........... .. ............... ............80.00
Survey Analyst II....................................................... 90.00
Survey Analyst I..................... .....80.00
Survey Party Chief.................................. ...100.00
Two-Man Field Party............................................. 200.00
Three-Man Field Party........................................... 250.00
l.ANDSCAPE ARCHITECTURE
Division Manager """"""""""""""""" ..............150.00
Principal Landscape Architect...................................120.00
Senior Landscape Architect......................................100.00
Associate Landscape Architect................................... 95.00
Assistant Landscape Architect ...... ...................80.00
BUILDING AND SAFETY
Division Manager ........................................ .....150.00
Supervising Plan Check Engineer ............................120.00
Building Official....................................................120.00
Plan Check Engineer ...............................................110.00
Deputy Building Official..... . ...........................110.00
Inspector of Record................................................... 110.00
Senior Plans Examiner ............................................100.00
Supervising Building Inspector.................................100.00
Plans Examiner...........................................................90.00
Senior Building Inspector........ ..............................90.00
Building Inspector... ....................... **80.00 190.00
Supervising Construction Permit Specialist """""""" 80.00
Senior Construction Permit Specialist......................... 75.00
Assistant Building Inspector......................... **70.00 190.00
Code Enforcement Officer..........................................65.00
Construction Permit Specialist ...................................60.00
Assistant Construction Permit Specialist .................... 55.00
Plans Examiner Aide............................. ......55.00
Assistant Code Enforcement Officer.... .....55.00
Pl.ANNING
Division Manager.... ............... ..150.00
Principal Planner..... "'" ......................120.00
Principal Community Development Planner .............120.00
Senior Planner .........................................................110.00
Senior Community Development Planner... .....110.00
Associate Planner................. ........................... .....95.00
Associate Community Development Planner........ ....95.00
Assistant Community Development Planner............... 85.00
Assistant Planner................................................. ......85.00
Planning Technician..................................... .....65.00
Community Development Technician ................. ......65.00
ADMINISTRA TlV£
Computer Data Entry ............... ......................50.00
Clerical.......................................... ........................50.00
Word Processing """"""""""""'" .... .50.00
Personal Computer Time............................................ 15.00
**Prevailing Wage Project, Use $90.00/Hour
These hourly rates are effective through June 30, 2004 and may be adjusted after that date to compensate for labor adjustments and other increases and costs.
Additional billing classifications may be added to the above listing during the year as new positions are created. Consultation in connection with litigation and
court appearances will be quoted separately. The above schedule is for straight time. Overtime will be charged at 1.25 times, and Sundays and holidays. 1.70
times the standard rates. Blueprinting, reproduction, messenger services. and printing will be invoiced at cost plus fifteen percent (15%). A subconsultant
management fee of fifteen percent (15%) will be added to the direct cost of all subconsultantservices to provide for the cost of administration, consultation. and
coordination.
EIPROPOSAL BOILERPLATE SECTIONSIRATESWILLDAN DOC
July1,2003
Scope of Services
The following is the itemized scope of services which the consultant is expected to
perform as a part of this Agreement.
Buildina Plan Review
1. Review plans, calculations, reports, and specifications for compliance with the most
recently enacted rules and regulations as adopted by the Federal, State, and local
legislative bodies. Included are the latest editions of the construction codes as
adopted and amended by the City of Tustin. Plan review shall include the review and
approval of Disabled Access hardship application.
2. Provide two copies of the plan check correction list for each project reviewed. Provide
necessary communication with the applicant to assure understanding of all correction
items. Provide all necessary rechecks until the construction documents are in
compliance. Plans approved by the Consultant are ready for permit issuance and
have been reviewed for adherence to applicable codes and ordinances.
3. Attend meetings related to plan review at City Hall as requested by the Building
Official.
4. Provide a monthly plan check status report to the City of all assigned plans. The
report shall include turnaround time in working days for first and all subsequent
submittals.
5. Upon completion of a building plan review, the Consultant shall send a questionnaire
to the applicant requesting comments on the performance of the Consultant. Copies
of all questionnaires returned shall be given to the City on a quarterly basis. The text
of the questionnaire shall be approved by the City within thirty (30) days of the
execution of this Agreement.
6. A copy of all plan check correction sheets used in performance of services shall be
submitted to the City within five (5) working days of the execution of this Agreement
for comparison to state regulations and Tustin City Code. Consultant shall amend
their correction sheets as necessary to be consistent with City codes.
Buildina Inspection
1. Provide ICBO or ICC Certified Building Inspectors to inspect buildings and associated
structures under construction for compliance with approved plans and specifications.
2. Take inspection requests as needed. Provide accurate daily inspection sheets. Note
all discrepancies, cite code violations, and issue correction or stop-work notices.
180912.1
11
Comm.Dev.lRDA
CA 2/2004
Scope of Services
The following is the itemized scope of services which the consultant is expected to
perform as a part of this Agreement.
Gradina and Private Improvement Plan Review
1. Review plans, calculations, reports, and specifications for compliance with the most
recently enacted rules and regulations as adopted by the Federal, State, and local
legislative bodies. Included are:
. City Grading Ordinance and Grading Manual
. City Private Improvement Standards and Specific Plans
. City Conditions of Approval and Floodplain Management Ordinance
2. Grading plan review shall include on-site grading, geotechnical report, hydrology and
hydraulic calculations, drainage plans, erosion control plans, and approved WQMP.
3. Provide two copies of the plan check correction list for each project reviewed. Provide
necessary communication with the applicant to assure understanding of all correction
items. Provide all necessary rechecks until the construction documents are in
compliance. Plans approved by the Consultant are ready for permit issuance and
have been reviewed for adherence to applicable codes and ordinances.
4. Attend meetings related to plan review at City Hall as requested by the Building
Official.
5. Provide a monthly plan check status report to the City of all assigned plans. The
report shall include turnaround time in working days for first and all subsequent
submittals.
6. Upon completion of a building plan review, the Consultant shall send a questionnaire
to the applicant requesting comments on the performance of the Consultant. Copies
of all questionnaires returned shall be given to the City on a quarterly basis. The text
of the questionnaire shall be approved by the City within thirty (30) days of the
execution of this Agreement.
7. A copy of all plan check correction sheets used in performance of services shall be
submitted to the City within five (5) working days of the execution of this Agreement
for comparison to state regulations and Tustin City Code. Consultant shall amend
their correction sheets as necessary to be consistent with City codes.
Gradina and Private Improvement Inspection
1. Provide Inspectors qualified in grading and private improvement inspections, and
certified by APWA or equally recognized agency (i.e. City of Los Angeles PW Dept).
2. Take inspection requests as needed. Provide accurate daily inspection sheets. Note
all discrepancies, cite code violations, and issue correction or stop-work notices.
180912.1 12
Comm.Dev.lRDA
CA 2/2004
EXHIBIT "B"
SPECIAL REQUIREMENTS
1. That Section 1.8 shall be added to read:
1.8 Conflict of Interest. In order to assure City that Consultant is not subject to any
conflict of interest, Consultant affirms that while Agreement is in effect, neither
Consultant nor any of its officers or employees will accept private work from or provide
services for any company whose project Consultant is plan checking or inspecting for
City. Consultant shall not accept a project from City if the project owner or applicant is
a client of Consultant or its officers or employees. If either City of Consultant thinks
there may be a conflict of interest involving any project, Consultant shall immediately
return plans or remove inspector from project. In the event of uncertainty about
whether a potential conflict of interest exists, Consultant shall advise Contract Officer
whose decision shall be final.
180912.1
13
Comm.Dev.lRDA
CA 2/2004
EXHIBIT "C"
SCHEDULE OF COMPENSATION and PERSONNEL HOURLY RATES
Attached hereto are:
1)
2)
Page 14 of the October 17, 2003 proposal.
Schedule of hourly rates.
1. Plan Review fees shall be seventy percent (70%) of City plan check fees which
include all rechecks with a minimum plan check fee of one hundred fifty (150) dollars.
2. All other services as needed by the Contract Officer shall be compensated per the
schedule of hourly rates.
3. Travel time shall not be compensated.
180912.1
14
Comm.Dev.lRDA
CA 2/2004
City of Tustin
Plan Check and Inspection Services
Compensation
Willdan requests to be compensated for plan review services (building, mechanical, plumbing,
electrical, Title 24, H/C and energy) at a rate of 65% of building and grading peonit fees
collected by the City of Tustin for first and second plancheck. Projects that require more than
two reviews, plan revision submittals, and special request activities by the City or developers
will be invoiced in accordance with Willdan's current hourly rate schedule (see attachment in
Appendix D).
Willdan's building and grading/improvement inspection services will be provided on an hourly
rate basis using $65 an hour. Willdan inspectors can be available for overtime, holidays, and
weekends upon the request from developers and concurrence by the City. Upon such request 1
~ or 2 times the hourly rate will be applicable.
Willdan's hourly rates shall remain finD for a minimum of one year from the beginning of the
contract period. Hourly rates quoted at the commencement of any specific project shall remain
finD throughout the duration of the project. Willdan's current hourly rate schedule is located in
the Appendix of this proposal.
\17 ~,!,~~g~!::!
Page 14
. --- ._-~ ----
WILLDAN
Schedule of Hourly Rates
July I, 2003
,,;ifíÇ~fi. . ENGINEERING
Principal Engineer................................................... $160.00
Division Manager...................................................... 150.00
. City Engineer ............................................................150.00
Project Manager .......................................................150.00
Supervising Engineer................................................ 135.00
Senior Engineer........................................................ 120.00
. Senior Design Manager............................................ 120.00
Design Managér .......................................................110.00
Associate Engineer................................................... 110.00
Senior Designer........................................................ 105.00
Senior Design Engineer 11.........................................105.00
Senior Design Engineer 1..........................................100.00
Designer /I ................................................................ 100.00
~~~I...................................................................~OO
Design Engineer /I ...................................................... 95.00
Design Engineer I....................................................... 90.00
Senior Drafter ............................................................. 90.00
Drafter ./I..................................................................... 80.00
Drafter I.......................................................................75.00
Technical Aide ............................................................ 65.00
CONSTRUCTION MANAGEMENT
Division Manager......................................................150.00
Project Manager ....................................................... 150.00
Senior Construction Manager ...................................130.00
Construction Manager ..............................................120.00
Assistant Construction Manager............................... 100.00
Utility Coordinator ..................................................... 105.00
Supervising Public Works Observer......................... 105.00
Senior Public Works Observer ................................... 90.00
Public Works Observer................................ **80.00/90.00
Assistant Public Works Observer ............... **70.00 190.00
Labor Compliance Manager .....................................105.00
Labor Compliance Specialist...................................... 80.00
SURVEYING
Division Manager...................................................... 15 0.00
Supervisor - Survey & Mapping ................................135.00
Senior Survey Analyst............................................... 105.00
Senior Calculator ...................................................... 105.00
Calculator /I................................................................. 90.00
Calculator .I................................................................. 80.00
Survey Analyst /I ......................................................... 90.00
Survey Analyst 1..........................................................80.00
Survey Party Chief.................................................... 100.00
Two-Man Field Party................................................. 200.00
Three-Man Field Party .............................................. 250.00
LANDSCAPE ARCHITECTURE
Division Manager ......................................................150.00
Principal Landscape Architect................................... 120.00
Senior Landscape Architect...................................... 100.00
Associate Landscape Architect.................................. 95.00
Assistant Landscape Architect ...................................80.00
BUILDING AND SAFETY
Division Manager ......................................................150.00
Supervising Plan Check Engineer ............................120.00
Building Official......................................................... 120.00
Plan Check Engineer ................................................110.00
Deputy Building Official............................................. 110.00
Inspector of Record................................................... 110.00
Senior Plans Examiner ............................................. 100.00
Supervising Building Inspector.................................. 100.00
Plans Examiner...........................................................90.00
Senior Building Inspector ............................................ 90.00
Building Inspector ........................................ **80.00 190.00
Supervising Construction Permit Specialist """""""" 80.00
Senior Construction Permit Specialist......................... 75.00
Assistant Building Inspector......................... **70.00 190.00
Code Enforcement Officer ..........................................65.00
Construction Permit Specialist ...................................60.00
Assistant Construction Permit Specialist """""""""" 55.00
Plans Examiner Aide...................................................55.00
Assistant Code Enforcement Officer........................... 55.00
PLANNING
Division Manager ......................................................150.00
Principal Planner....................................................... 120. 00
Principal Community Development Planner ............. 120.00
Senior Planner ..........................................................110.00
Senior Community Development Planner................. 110.00
Associate Planner ....................................................... 95.00
Associate Community Development Planner.............. 95.00
Assistant Community Development Planner............... 85.00
Assistant Planner ........................................................ 85.00
Planning Technician.................................................... 65.00
Community Development Technician .........................65.00
ADMINISTRA TIVE
Computer Data Entry .................................................. 50.00
Clerical........................................................................ 50.00
Word Processing ........................................................50.00
Personal Computer Time............................................ 15.00
**Prevailing Wage Project, Use $90.00/Hour
These hourly rates are effective through June 30, 2004 and may be adjusted after that date to compen8ate for labor adjustments and other increases and costs.
Additional billing classifications may be added to the above listing during the year as new positions are created. Consultation in connection with litigation and
court appearances will be quoted separately. The above 8chedule is for straight time. Overtime will be charged at 1.25times, and Sundays and holidays, 1.70
times the standard rates. Blueprinting, reproduction, messenger services, and printing will be invoiced at cost pius fifteen percent (15%). A subconsultant
management fee of fifteen percent (15%) will be added to the direct cost of all subconsultant services to provide for the c08t of administration, consultation. and
coordination.
EIPROPOSAL BOILERPLATE SECTIONSIRATESWILLDANDOC
-
July 1, 2003
~
.
EXHIBIT liD"
SCHEDULE OF PERFORMANCE
1. Plan check services shall be performed within ten (10) working days and five (5)
working days for all rechecks. The actual due date will be established by the City for
each project before it is released to the Consultant. The time for performance shall
begin the same day a request for plan pick-up is made by the City. Projects shall be
picked-up within one (1) working day of the request. Reviewed projects and their
correction sheets shall be returned to City for release to the applicant within one (1)
working day of completion, but no later than the project due date.
2. The pick-up and delivery of projects from and to City shall be at no additional expense
to City.
3. If an applicant requests plan check issues be resolved in person, an appointment shall
be arranged for by the Consultant within one (1) working days, shall include the
applicant, Consultant and City, and shall be held at City Hall. If the City need not be
included, the meeting shall be held at the Consultant's office. The meeting shall be at
no additional expense to the applicant nor City.
4. Contract Officer reserves the right to request "fast tracking" of a project. The project
shall be reviewed by Consultant at a faster than normal plan review schedule.
5. Inspection services shall be performed within three (3) working days of notice, unless
otherwise agreed to by Contract Officer.
6. For special service projects and reports, a Schedule of Performance shall be agreed
to by Consultant and City, and shall be incorporated into this Agreement upon
execution.
7. For plan checks requiring more than the initial plan check and two (2) rechecks for
approval, the Consultant shall meet with the Building Official for the purpose of
examination of unresolved issues prior to authorization for any additional plan checks
and/or fees. This meeting shall be scheduled by the Consultant within one (1) working
day of the completion of the third plan check and prior to release of any corrections to
the applicant.
180912.1
15
Comm.Dev.lRDA
CA 2/2004
A TT ACHMENT D
Consultant Services Agreement/P&D Consultants Inc.
CONSULTANT SERVICES AGREEMENT
This Agreement for Consultant Services (herein "Agreement"), is made and
entered into by and between the CITY OF TUSTIN, a municipal corporation ("City"), and
P&D Consultants, Inc., a Delaware Corporation ("Consultant").
WHEREAS, Consultant is qualified to provide the necessary services and has
agreed to provide such services; and
WHEREAS, Consultant has submitted to City a proposal, dated October 17, 2003,
a copy of which is attached hereto as Exhibit "A", and is by this reference incorporated
herein as though set forth in full hereto (the "Proposal").
NOW, THEREFORE, in consideration of the premises and mutual agreements
contained herein, City agrees to employ and does hereby employ Consultant and
Consultant agrees to provide consulting services as follows:
1.
SERVICES OF CONSULTANT
1.1 Scope of Services. In compliance with all terms and conditions of
this Agreement, Consultant shall provide those services specified in the "Proposal and
Scope of Services" attached hereto as Exhibit "A" and incorporated herein by this
reference, (the "services" or the "work"). Consultant warrants that all services shall be
performed in a competent, professional and satisfactory manner in accordance with all
standards prevalent in the industry. In the event of any inconsistency between the terms
contained in Exhibit "A" and the terms set forth in the main body of this Agreement, the
terms set forth in the main body of this Agreement shall govern.
1.2 Compliance with Law. All services rendered hereunder shall be
provided in accordance with all laws, ordinances, resolutions, statutes, rules, and
regulations of the City of Tustin and of any federal, state or local governmental agency of
competent jurisdiction.
1.3 Licenses and Permits. Consultant shall obtain at its sole cost and
expense such licenses, permits and approvals as may be required by law for the
performance of the services required by this Agreement.
1.4 Familiaritv with Work. By executing this Contract, Consultant
warrants that Consultant (a) has thoroughly investigated and considered the work to be
performed, (b) has investigated the site of the work and become fully acquainted with the
conditions there existing, (c) has carefully considered how the work should be performed,
and (d) fully understands the facilities, difficulties and restrictions attending performance
of the work under this Agreement. Should the Consultant discover any latent or unknown
conditions materially differing from those inherent in the work or as represented by the
City, Consultant shall immediately inform City of such fact and shall not proceed with any
180912.1
Comm.Dev.lRDA
CA 2/2004
work except at Consultant's risk until written instructions are received from the Contract
Officer.
1.5 Care of Work. Consultant shall adopt and follow reasonable
procedures and methods during the term of the Agreement to prevent loss or damage to
materials, papers or other components of the work, and shall be responsible for all such
damage until acceptance of the work by City, except such loss or damages as may be
caused by City's own negligence.
1.6 Additional Services. Consultant shall perform services in addition to
those specified in the Proposal when directed to do so in writing by the Contract Officer,
provided that Consultant shall not be required to perform any additional services without
compensation. Any additional compensation not exceeding ten percent (10%) of the
original Contract sum must be approved in writing by the Contract Officer. Any greater
increase must be approved in writing by the City Manager.
1.7 Special Requirements. Any additional terms and conditions of this
Agreement, are set forth in Exhibits "8" and "C" and are incorporated herein by this
reference. In the event of a conflict between the provisions of Exhibit "B" and "C" and any
other provision or provisions of this Agreement including Exhibit A, the provisions of
Exhibits "B" and "C" shall govern.
2.
COMPENSATION
2.1 Compensation of Consultant. For the services rendered pursuant to
this Agreement, the Consultant shall be compensated and reimbursed only such amount
as are prescribed in Exhibit C.
2.2 Method of Pavment. In any month in which Consultant wishes to
receive payment, Consultant shall no later than the first working day of such month,
submit to City in the form approved by City's Director of Finance, an invoice for services
rendered prior to the date of the invoice. City shall pay Consultant for all expenses stated
thereon which are approved by City consistent with this Agreement, no later than the last
working day of said month.
2.3 Chanaes. In the event any change or changes in the work is
requested by City, the parties hereto shall execute an addendum to this Agreement,
setting forth with particularity all terms of such addendum, including, but not limited to, any
additional Consultant's fees. Addenda may be entered into:
A. To provide for revisions or modifications to documents or
other work product or work when documents or other work product or work is required by
the enactment or revision of law subsequent to the preparation of any documents, other
work product or work;
B. To provide for additional services not included in this
Agreement or not customarily furnished in accordance with generally accepted practice in
Consultant's profession.
180912.1
2
Comm.Dev.lRDA
CA 2/2004
2.4 Pavment for Chanaes. Changes approved pursuant to an
Addendum shall be compensated at the personnel hourly rates prescribed in Exhibit "C"
hereto.
3.
PERFORMANCE SCHEDULE
3.1
Time of Essence. Time is of the essence in the performance of this
Agreement.
3.2 Schedule of Performance. All services rendered pursuant to this
Agreement shall be performed within any time periods prescribed in any Schedule of
Performance attached hereto marked Exhibit "D". The extension of any time period
specified in the Exhibit "D" must be approved in writing by the Contract Officer.
3.3 Force Majeure. The time for performance of services to be rendered
pursuant to this Agreement may be extended because of any delays due to
unforeseeable causes beyond the control and without the fault or negligence of the
Consultant, including, but not restricted to, acts of God or of a public enemy, acts of the
government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes,
freight embargoes, and unusually severe weather if the Consultant shall within ten (10)
days of the commencement of such condition notify the Contract Officer who shall
thereupon ascertain the facts and the extent of any necessary delay, and extend the time
for performing the services for the period of the enforced delay when and if in the
Contract Officer's judgment such delay is justified, and the Contract Officer's
determination shall be final and conclusive upon the parties to this Agreement.
3.4 Term. Unless earlier terminated in accordance with Section 7.7 of
this Agreement, this Agreement shall continue in full force and effect until satisfactory
completion of the services but not exceeding one (1) year from the date hereof, unless
extended by mutual written agreement of the parties.
.4.
COORDINATION OF WORK
4.1 Representative of Consultant. The following Principal of the
Consultant is hereby designated as being the principal and representative of Consultant
authorized to act in its behalf with respect to the work specified herein and make all
decisions in connection therewith: Stephen L. Patterson.
It is expressly understood that the experience, knowledge, capability
and reputation of the foregoing Principal is a substantial inducement for City to enter into
this Agreement. Therefore, the foregoing Principal shall be responsible during the term of
this Agreement for directing all activities of Consultant and devoting sufficient time to
personally supervise the services hereunder. The foregoing Principal may not be
changed by Consultant without the express written approval of City.
4.2 Contract Officer. The Contract Officer shall be the Director of
Community Development of City unless otherwise designated in writing by the City
180912.1 3
Comm.Dev.lRDA
CA 2/2004
Manager of City. The Co-Contract Officer shall be the Building Official. It shall be the
Consultant's responsibility to keep the Contract Officer, or the Co-Contract Officer in the
Contract Officer's absence, fully informed of the progress of the performance of the
services and Consultant shall refer any decisions which must be made by City to the
Contract Officer. Unless otherwise specified herein, any approval of City required
hereunder shall mean the approval of the Contract Officer or the Co-Contract Officer.
4.3 Prohibition Aaainst Subcontractinq or Assianment. The experience,
knowledge, capability and reputation of Consultant, its principals and employees were a
substantial inducement for the City to enter into this Agreement. Therefore, Consultant
shall not contract with any other entity to perform in whole or in part the services required
hereunder without the express written approval of the City. In addition, neither this
Agreement nor any interest herein may be assigned or transferred, voluntarily or by
operation of law, without the prior written approval of City.
4.4 Independent Contractor. Neither the City nor any of its employees
shall have any control over the manner, mode or means by which Consultant, its agents
or employees perform the services required herein, except as otherwise set forth herein.
Consultant shall perform all services required herein as an independent contractor of City
and shall remain at all times as to City a wholly independent contractor with only such
obligations as are consistent with that role. Consultant shall not at any time or in any
manner represent that it or any of its agents or employees are agents or employees of
City. Consultant shall be solely responsible for compliance with State and Federal Law
with respect to the wages, hours, benefits, and working conditions of its employees,
including requirement for payroll deductions for taxes. Employees or independent
contractors of Consultant are not City employees.
5.
INSURANCE I INDEMNIFICATION
5.1
Insurance.
A. Consultant shall maintain in full force and effect during the
term of these Agreement policies of commercial general liability and automobile liability
insurance (each of which shall include property damage and bodily injury) and each with
limits of at least $1,000,000 combined single limit coverage per occurrence.
B. Consultant shall maintain in full force and effect during the
term of this Agreement a policy of professional liability insurance coverage with limits of at
least $1,000,000 combined single limit coverage per claim or per occurrence. If
Consultant provides claims made professional liability insurance, Consultant shall also
agree in writing either (1) to purchase tail insurance in the amount required by this
Agreement or to cover claims made within five (5) years of the completion of Consultant's
service under this Agreement, or (2) to maintain professional liability insurance coverage
with the same carrier in the amount required by this Agreement for at least five (5) years
after completion of Consultant's services under this Agreement. Consultant shall also
provide evidence to the City of the purchase of the required tail insurance or continuation
of the professional liability policy by executing the attached Letter Agreement on
Consultant's letterhead.
180912.1
4
Comm.Dev.lRDA
CA 2/2004
C. Consultant shall carry and pay for such workers'
compensation insurance as is required fully protect Consultant and its employees under
California Worker's Compensation Insurance Law. The insurance company shall agree to
waive all rights of subrogation against the City for losses paid under the policy, which
losses arose from the work performed by the named insured.
D. Other applicable insurance requirements are: (1) Name the
City, its officials and employees as an additional insured on the commercial, general and
automobile policies. (2) The insurance shall be issued by a company authorized by the
Insurance Department of the State of California and rated A, VII or better (if an admitted
carrier) or A-, X (if offered, by a surplus line broker), by the latest edition of Best's Key
Rating Guide, except that the City will accept workers' compensation insurance rated B-
VIII or better or from the State Compensation Fund. (3) The Insurance shall not be
cancelled, except after thirty (30) days written prior notice to the City; and (4) The
commercial general and automobile liability insurance shall each be primary as respects
the City, and any other insurance maintained by the City shall be in excess of this
insurance and not contribute to it.
E. Upon execution of this Agreement, Consultant shall provide to
City certificates of insurance and insurer endorsements evidencing the required
insurance. Insurer endorsements (or a copy of the policy binder if applicable) shall be
provided as evidence of meeting the requirements of Subsections (1)(3) and (4) of
Section 7D above and the waiver of subrogation requirement in Section C above. If self-
insured for worker's compensation, Consultant shall submit to City a copy of its
certification of self-insurance issued by the Department of Industrial Relations.
5.2 Indemnification. The Consultant shall defend, indemnify and hold
harmless the City, its officers and employees, from and against any and all actions, suits,
proceedings, claims, demands, losses, costs, and expenses, including legal costs and
attorneys' fees, for injury to or death of person or persons, for damage to property,
including property owned by City, arising from errors and omissions of Consultant, its
officers, employees and agents, and arising out of or related to Consultant's performance
under this Agreement, except for such loss as may be caused by City's sole negligence or
that of its officers or employees.
The Consultant shall also defend, indemnify and hold the City
harmless from any claims or liability for City health and welfare, retirement benefits, or
any other benefits of part-time or fulltime City employment sought by Consultant's
officers, employees, or independent contractors, whether legal action, administrative
proceeding or pursuant to State statue.
6.
RECORDS AND REPORTS
6.1 Reports. Consultant shall periodically prepare and submit to the
Contract Officer such reports concerning the performance of the services required by this
Agreement as the Contract Officer shall require.
6.2 Records. Consultant shall keep such books and records as shall be
necessary to properly perform the services required by this Agreement and enable the
180912.1 5
Comm.Dev.lRDA
CA 2/2004
Contract Officer to evaluate the performance of such services. The Contract Officer shall
have full and free access to such books and records at all reasonable times, including the
right to inspect, copy, audit and make records and transcripts from such records.
6.3 Ownership of Documents. All drawings, specifications, reports,
records, documents and other materials prepared by Consultant in the performance of
this Agreement shall be the property of City and shall be delivered to City upon request of
the Contract Officer or upon the termination of this Agreement, and Consultant shall have
no claim for further employment or additional compensation as a result of the exercise by
City of its full rights or ownership of the documents and materials hereunder. Consultant
may retain copies of such documents for its own use. Consultant shall have an
unrestricted right to use the concepts embodied therein.
6.4 Release of Documents. All drawings, specifications, reports,
records, documents and other materials prepared by Consultant in the performance of
services under this Agreement shall not be released publicly without the prior written
approval of the Contract Officer.
7.
ENFORCEMENT OF AGREEMENT
7.1 California Law. This Agreement shall be construed and interpreted
both as to validity and to performance of the parties in accordance with the laws of the
State of California. Legal actions concerning any dispute, claim or matter arising out of or
in relation to this Agreement shall be instituted in the Superior Court of the County of
Orange, State of California, or any other appropriate court in such county, and Consultant
covenants and agrees to submit to the personal jurisdiction of such court in the event of
such action.
7.2 Disputes. In the event of any dispute arising under this Agreement,
the injured party shall notify the injuring party in writing of its contentions by submitting a
claim therefor. The injured party shall continue performing its obligations hereunder so
long as the injuring party cures any default within ninety (90) days after service of the
notice, or if the cure of the default is commenced within thirty (30) days after service of
said notice and is cured within a reasonable time after commencement; provided that if
the default is an immediate danger to the health, safety and general welfare, the City may
take immediate action under Section 7.6 of this Agreement. Compliance with the
provisions of this Section shall be a condition precedent to any legal action, and such
compliance shall not be a waiver of any party's right to take legal action in the event that
the dispute is not cured.
7.3 Waiver. No delay or omission in the exercise of any right or remedy
of a non-defaulting party on any default shall impair such right or remedy or be construed
as a waiver. No consent or approval of City shall be deemed to waive or render
unnecessary City's consent to or approval of any subsequent act of Consultant. Any
waiver by either party of any default must be in writing and shall not be a waiver of any
other default concerning the same or any other provision of this Agreement.
180912.1
6
Comm.Dev.lRDA
CA 2/2004
7.4 Riahts and Remedies are Cumulative. Except with respect to rights
and remedies expressly declared to be exclusive in this Agreement, the rights and
remedies of the parties are cumulative and the exercise by either party of one or more of
such rights or remedies shall not preclude the exercise by it, at the same or different
times, of any other rights or remedies for the same default or any other default by the
other party.
7.5 Leaal Action. In addition to any other rights or remedies, either party
may take legal action, in law or in equity, to cure, correct or remedy any default, to
recover damages for any default, to compel specific performance of this Agreement, to
obtain injunctive relief, a declaratory judgment or any other remedy consistent with the
purposes of this Agreement.
7.6 Termination Prior to Expiration of Term. The City reserves the right
to terminate this Agreement at any time, with or without cause, upon thirty (30) days
written notice to Consultant, except that where termination is due to the fault of the
Consultant and constitutes an immediate danger to health, safety and general welfare,
the period of notice shall be such shorter time as may be appropriate. Upon receipt of the
notice of termination, Consultant shall immediately cease all services hereunder except
such as may be specifically approved by the Contract Officer. Consultant shall be entitled
to compensation for all services rendered prior to receipt of the notice of termination and
for any services authorized by the Contract Officer thereafter.
7.7 Termination for Default of Consultant. If termination is due to the
failure of the Consultant to fulfill its obligations under this Agreement, City may take over
the work and prosecute the same to completion by contract or otherwise, and the
Consultant shall be liable to the extent that the total cost for completion of the services
required hereunder exceeds the compensation herein stipulated, provided that the City
shall use reasonable efforts to mitigate damages, and City may withhold any payments to
the Consultant for the purpose of set-off or partial payment of the amounts owed to City.
7.8 Attornevs Fees. If either party commences an action against the
other party arising out of or in connection with this Agreement or it subject matter, the
prevailing party shall be entitled to recover reasonable attorneys' fees and costs of suit
from the losing party.
8.
CITY OFFICERS AND EMPLOYEES; NON-DISCRIMINATION
8.1 Non-Liabilitv of City Officers and Emplovees. No officer or employee
of City shall be personally liable to the Consultant, or any successor-in-interest, in the
event of any default or breach by the City or for any amount which may become due to
the Consultant or its successor, or for breach of any obligation of the terms of this
Agreement.
8.2 Covenant Aaainst Discrimination. Consultant covenants that, by and
for itself, its heirs, executors, assigns, and all persons claiming under or through them,
that there shall be no discrimination or segregation in the performance of or in connection
with this Agreement regarding any person or group of persons on account of race, color,
180912.1 7
Comm.Dev.lRDA
CA 2/2004
creed, religion, sex, marital status, national origin, or ancestry. Consultant shall take
affirmative action to insure that applicants and employees are treated without regard to
their race, color, creed, religion, sex, marital status, national origin, or ancestry.
9.
MISCELLANEOUS PROVISIONS
9.1 Notice. Any notice, demand, request, consent, approval, or
communication either party desires or is required to give to the other party or any other
person shall be in writing and either served personally or sent by pre-paid, first-class mail
to the address set forth below. Either party may change its address by notifying the other
party of the change of address in writing. Notice shall be deemed communicated forty-
eight (48) hours from the time of mailing if mailed as provided in this Section.
To City:
CITY OF TUSTIN
300 Centennial Way
Tustin, CA 92780
Attention: Director of Community Development
(Contract Officer)
To Consultant:
Stephen L. Patterson
Vice President
P&D Consultants, Inc.
999 Town & Country Road, 4th floor
Orange, CA 92868
9.2 Intearated Aareement. This Agreement contains all of the
agreements of the parties and cannot be amended or modified except by written
agreement.
9.3 Amendment. This Agreement may be amended at any time by the
mutual consent of the parties by an instrument in writing.
9.4 Severability. In the event that anyone or more of the phrases,
sentences, clauses, paragraphs, or sections contained in this Agreement shall be
declared invalid or unenforceable by valid judgment or decree of a court of competent
jurisdiction, such invalidity or unenforceability shall not affect any of the remaining
phrases, sentences, clauses, paragraphs, or sections of this Agreement, which shall be
interpreted to carry out the intent of the parties hereunder.
9.5 Corporate Authoritv. The persons executing this Agreement on
behalf of the parties hereto warrant that they are duly authorized to execute this
Agreement on behalf of said parties and that by so executing this Agreement the parties
hereto are formally bound to the provisions of this Agreement.
180912.1
8
Comm,Dev.lRDA
CA 2/2004
IN WITNESS WHEREOF, the parties have executed this Agreement as of the
dates stated below.
"City"
Dated:
CITY OF TUSTIN, a municipal
corporation
By:
Elizabeth A. Binsack
Director of Community Development
APPROVED AS TO FORM:
Lois Jeffrey
City Attorney
"Consultant"
P&D Consultants, Inc.
By:
John L. Kinley
President and CEO
180912.1
9
CommDev.lRDA
CA 2/2004
Attached hereto are:
180912.1
EXHIBIT "A"
PROPOSAL and SCOPE OF SERVICES
1)
2)
Consultant's Proposal; and
Scope of Services
10
Comm.Dev.lRDA
CA 2/2004
Proposal to Provide
Building, Grading and
Improvement Plan Check and
Inspection Services
Presented to:
City of Tustin
Community Development Department
300 Centential Way
Tustin, CA 92780
ATTN: Khanh Nguyen
Presented by:
P&D Consultants, Inc.
999 Town and Country Road, 4th Floor
Orange, CA 92868
Contact: Mr. Stephen L. Patterson, CBO
Vice President, (714) 835-4447
October 17, 2003
II
P&D Consultants
Planners / Engineers/Architects
October 17,2003
Mr. Khanh Nguyen, P.E., CBO
Building Official
CITY OF TUSTIN
Community Development Department
300 Centennial Way
Tustin, CA 92780
RE:
Proposal for Building, Grading and Improvement Plan Check and Inspection Services
Dear Mr. Nguyen:
P&D Consultants (P&D) is pleased to submit our Proposal to provide building, grading and improvement plan check and
inspection services for the Community Development Department for City of Tustin. P&D has in-house talent in civil, water,
wastewater, ftood control and traffic engineering; landscape architecture and irrigation systems/water management - all of
which are available to assist the City immediately with its plan check and inspection needs. We recognize the importance of
serving as an extension of City staff and we are very comfortable with this role.
Since its establishment in 1957, P&D has taken the lead in conducting hundreds of municipal projects. Our familiarity with
local government standards and functions provide us with an in-depth understanding of the special requirements that face
the public sector as well as an inside prospective on their needs and concerns. We encourage you to contact our
references included in Section B in our experience portfolio to learn about P&D's commitment to service.
For this assignment, Mr. Bob Doss will serve as Project Manager. Mr. Doss has over 35 years of experience in multi-
discipline engineering fields. He has supervised design and construction management teams on major public and private
sector projects throughout the United States. Mr. Doss has served in various capacities during his career including director
of public works, branch manager, engineering department head, senior project manager and design engineer. His projects
have included major multi-discipline design and construction projects and program management for large capital
improvement projects. His development projects have included residential subdivisions, large retail shopping centers,
electronics plants and large industrial complexes. His experience has provided him with experience in handling economics
and financing through budget preparation and presentations. He is familiar with current building codes, various
specifications, state and federal laws and the factors, which influence the impact of land development projects on the
environment, the community and the economy.
P&D is confident we have the requisite combination of qualifications, relevant experience and dedication to serve as the
City's plan check and inspection consultant and look forward to the opportunity to discuss our credentials with you further.
Sincerely,
/\N AECOM CUMP"Y
, 1~mr:rn!H I I .
of Contents
Proposal to Provide
Building, Grading and Improvement Plan Check
and Inspection Services
Table of Contents
Section
Pac;e
A. Executive Summary
A.1 Introduction
A.2 Key Attributes of P&D
A-1
A-1
A-3
B. Experience
B.1 Recent Commercial & Residential Plans Review and Inspections Experience
B.2 References
B.3 Project Experience
B.4 Conflict of Interest
B.1
B-1
B-1
B-2
B-5
C. Staff
c.1 P&D's Center of Excellence for Plans Review and Inspection
c.2 Project Management Team
c.3 Key Discipline Team leaders
c.4 Quality Assurance Program
C-1
C-1
C-2
C-3
C-6
D. Services and Fees
D.1 Services
D.2 Fees
D-1
D-1
D-5
P&D Consultants, Ine.
999776.0083
TOC-1
City of Tustin
Building Safetyl Grading Improvement Plan Review and Inspections
..-mm'i!'1
Exe<:utive Summary
Choose a leader
for knowledge,
performance and results.
P&D staff enhances the delivery
of services due to years
of personal hands-on knowledge,
creating the effective combination of a proven
track record of experience that is both
practical and gained through formal education.
A.1
Introduction
With a sincere desire to continue to partner with local municipalities, P&D Consultants, Inc. (P&D) is committed to providing (1)
Superior and responsive customer service, consistently meeting or exceeding the expectation levels set by our clients, (2)
Highly credentialed local professional talent with expertise in interpreting and applying building, architectural, American with
Disabilities Act (ADA), energy, fire/life safety, mechanical, electrical and plumbing codes to the review of commercial and
residential plans submitted for permitting and to the inspection of residential and commercial facilities, and (3) Experienced
staff with exemplary communication and people skills that are requisite to staffing permit and inspection counters.
A recognized leader in building and safety services in the states of California, Nevada, Texas and Illinois, P&D has 50 years of
corporate history. Our Orange office staff has not only served as corporate headquarters for the last 50 years, but it serves as
the regional headquarters for servicing our Orange County area clients. With over 80 professional staff members in Orange,
and another 220 companywide, P&D currently serves 35 cities and counties in the southern California area alone. Among our
Orange County clients are the County of Orange and the cities of Anaheim, Diamond Bar, Garden Grove, Irvine, and Orange. For
these clients and others, we have provided building and safety, infrastructure, landscape and water management, and
environmental services related to development.
We have been responsible for leading or participating on review teams associated with residential and commercial projects in
counties throughout the state. From multi-family apartment homes and single-family 15,000 sq. ft custom homes to hotels,
hospitals, and shopping malls, P&D offers plans reviewers, inspectors, and counter technicians who are available to work either
from our offices or at city or county facilities.
P&D Consultants, Inc.
999776.0083
A'J
City ofT ustin
Building Safetyl Grading Improvement Plan Review and Inspections
..rnJ1':Ti!f:1
hosc1.!tille Summary
A diversified sampling of P&D's California clientele includes:
Public Sector Clients
(Plans Review, Inspection, Counter Technician, and
Fire/Ufe Safety Review)
City of San Diego
City of San Juan Capistrano
City of Santa Ana
City of Santa Clarita
City of Seal Beach
City of Stanton
City of T emecula
City ofT racy
City of Upland
City of Vacaville
County of Butte
County of Contra Costa
County of EI Dorado
County of Los Angeles
County of Mariposa
County of Nevada
County of Orange
County of Placer
County of Sacramento
County of San Bernardino
County of San Joaquin
County of Santa Barbara
County of Solano
County of Yuba
Loomis Union School District
Rocklin Unified School District
Roseville Joint Union H.5. District
Sierra Joint Community College District
Western Placer USD
Chino Valley Fire District
City of Anaheim
City of Bellflower
City of Brea
City of Carlsbad
City of Chino
City of Chino Hills
City of Chula Vista
City of Corona
City of Costa Mesa
City of Diamond Bar
City of Dixon
City of Garden Grove
City of Grass Valley
City of Huntington Beach
City of Irvine
City of Lake Elsinore
City of La Verne
City of Livermore
City of Lodi
City of Loomis
City of Los Angeles
City of Madera
City of Manhattan Beach
City of Modesto
City of Murrieta
City of Oceanside
City of Orange
City of Placerville
City of Poway
City of Riverside
City of Rocklin
City of Roseville
City of Sacramento
City of San Bernardino
Private Sector (lients
(Plans Review, Inspection, and Fire/Ufe Safety Review)
Agua Caliente Band of Mission Indians
Cabazon Band of Mission Indians
Torres Martinez Band of Desert Cahuilla Indians
United Auburn Indian Communities
Picayune Ranchería of Chukchansi Indians
When faced with a challenging set of plans, clients feel comfortable with their decision to turn to P&D for assistance. We can be
counted on to provide timely and accurate applications of codes during review.
P&O Consultants, Inc.
999776.0083
A-2
CityofTustin
Building Safety/ Grading Improvement Plan Review and Inspections
:'~:1
Executive Summary
A.Z
Key Attributes of PiD
P&D meets schedule expectations as we have demonstrated regularly in the past for our current and prior clients. Typically,
our first review occurs within 10 or 15 days, depending on the size of facility. The second or subsequent checks are typically
five to 10 days. Our turnaround time takes into account the intricacies and the size of the facility, and the parameters set forth
in the current contract and the Request for Proposal we are currently responding to. Our goal is to meet our client's
expectation for completing reviews within its established "acceptable" time frame.
Inspections typically occur on the same day they are requested as long as the call-in for services occurs during the standard
business hours.
.
Staffing Plan
Benefits through Diverse In-House Disciplines
PliO has a dedicated talent pool of over 25 plans reviews professionals (including our local staff) who are augmented by an
additional 275 architects and engineers within our company. We are one of the only firms in the nation that has former fire
chiefs and fire marshals on its plans review and inspection staff. This unique and distinct discriminator allows PliO to provide all
plans review and standard inspection functions from within one company. PliO's knowledge of fire code regulations is a direct
result of our staff's experience. Together, the fire and life safety plans review, and code compliance experts bring nearly 350
years of combined experience to bear on any plans review assignment.
Each member of our Plans Review Team has an impressive track record in the completion of plans review for commercial and
residential buildings in many jurisdictions. The average PliO employee has 10 to 15 years of tenure with the firm and their
commitment to their profession extends from striving to achieve their personal best which is demonstrated by the quality of
product we deliver to advancement of profession which is evidenced by the teaching assignments and affiliations with local and
national professional organizations. Key personnel bring a wide range of expertise to the project at hand.
.
Experience
Expect Excellence through Experience
P&D provides plans review services as a means to assist the design professional in meeting his or her responsibility for
compliance with all applicable codes and ordinances. Within the body of the text of the first Correction Letter, P&D stipulates
that any comments provided by our staff to the Applicant during the Plans Review process is in no way to be construed as an
approval or waiver of any code or ordinance violation not specifically listed. We acknowledge that compliance with all applicable
codes and ordinances is the ultimate responsibility of the design professional.
Our proven experience conducting plans review to the currently adopted construction codes used cities and counties is
demonstrated in more detail in Section B of our this qualifications. We have been steadily relied upon by our jurisdictional
clients over the years because of our unprecedented familiarity with the administrative processes as well as the codes,
ordinances, and amendments. This is backed by our knowledge in the most widely adopted codes such as:
. International Building Code (2000)
. International Mechanical Code (2000)
. International Plumbing Code (2000)
. International Fire Code (2000)
. Uniform Building Codes (1994 and 1997)
. Uniform Fire Code (1985, 1997, and 2000)
. Uniform Mechanical Code (1994 and 1997)
. Uniform Plumbing Code (1994 and 1997)
P&D Consultants, tne.
999776.0083
A-3
City of Tustin
Building Safety! Grading Improvement Plan Review and Inspections
.~.,
Executive Summary
.
National Electric Codes (1996 and 1999)
National Fire Protection Association 101 (1985, 1993, and 2000)
National Fire Protection Association 1 3 (1999)
National Fire Protection Association 7Z (1999)
National Fire Protection Association 99 (1999)
.
.
.
.
In anticipation of the adoption of the International Building Codes (I-Codes), some our region's major local corporations have
engaged P&D as a code consultant to assist their internal building and construction departments in understanding and
identifying the updates and differences between the Uniform and National Codes with the new I-Codes.
Fire/Life Safety Plan Checking Services - A Key Discriminator of P&D
P&D and its key staff have provided plan check and code enforcement for a number of cities and two states. Our services
include complete building plan checking for fire/life safety, electrical, structural, mechanical, plumbing, ADA access,
architectural, and other code specifics, as well as interdiscipline checking of the plans. Our on-site services stem from our
years serving the public sector, assisting them with meeting regulatory codes and providing the full breadth of our
development services history.
The plans review process that we employ is broad in scope to insure the best possible product. Examples of the questions
answered in the process would be:
.
What is the enabling legislation?
Púe we looking at the proper codes?
Does the life safety systems sprinklers alarms smoke management conform to the need?
Is the construction type appropriate for the occupancy group and classification?
Do the plans clearly show the required egress components, travel distance exit with door size? Does the occupant's
ability to evacuate enter in the exit plan?
Do the plans clearly show access to the building has the Americans with Disability Act PL 101 been satisfied?
Has Fire Department access been provided from the public right of way?
.
.
.
.
.
.
P&D's plan checking process has been designed in a service-focused, streamlined, organized manner to help expedite the plan
checking process without compromising the importance of meeting all codes and other regulatory requirements. The process
begins with picking up the plans, perhaps, meeting directly with the applicant in any location with the governing municipality's
approval or taking advantage of overnight delivery systems. By picking up the plans when scheduled, we can meet with the
appropriate representatives and discuss the plans, asking whatever preliminary questions we may have while we are all
together. This type of service will surely begin the process in an expeditious and professional manner. This process then moves
through a "Nine-Step" Program, followed by a detailed management plan to maintain correspondence, quality assurance, and
complete documentation.
P&D is one of very few firms in the U.s. that offers trained, certified professionals in fire and life safety - many of our
credentialed professionals have served in fire marshal or fire chief capacities for state and/or regional government. Thus, P&D
is highly capable of providing plan checking for new or renovated residential and commercial construction pursuant to the local
and state provisions for fire and life safety, with a keen eye toward design and construction. P&D provides fully trained and
certified personnel to perform this function. In addition, P&D personnel are capable of providing inspections in the same fields
we provide plan checking for: plumbing, mechanical, electrical, building, architectural, disabled access and energy compliance.
Lastly, P&D has experience with uploading and inputting plans review and inspection logs into internet based programs. For a
number of our jurisdictions in California, P&D was responsible for establishing the city's permit tracking system and inspection
P&D Consultants, Inc.
999776.0083
A-4
City ofTustin
Building Safetyl Grading Improvement Plan Review and Inspections
, -mtr:Ti'!!f . ,
Executive Summary
log, accessing the internet, transferring project data, and inputting project related information including site inspections,
Correction Letters and pictures.
Services We Provide
Public Works Plan Check Services
P&D's engineering services and expertise include mass and final grading review, hydrology analyses, NPDES compliance, water
systems plans, utility and road review, to name a few. Our experience includes the review of preliminary and final plans, and
specifications for the full range of commercial/industrial, infrastructure review. Our broad experience in serving local governments
makes us able to provide excellent plan review services for large scale parcels, subdivisions and properties with difficult
topographic and environmental constraints. Engineering Plan Checking services include:
Civil Engineering Design
Drainage
Water Supply Systems and Resources
Wastewater Systems
Engineering Feasibility Studies
CommunitylSubdivision Engineering
Street and Highway Engineering
Hydrology and Drainage Engineering
Earthwork
Tentative Tract Map
Water Resources Engineering
Commercial/Industrial Site
Project Cost Estimates/Scheduling
Computer-AJded Plan Checking
Public Works Inspection Services
P&D can provide inspection services for all new residential and commercial construction. P&D will provide fully trained and
certified personnel to perform this function. In addition, P&D personnel will perform utility and road, NPDES compliance, water
system and grading as routine field inspections. Field inspection requests will be accepted 24 hours a day by use of a
dedicated inspection request phone line. Inspections are routinely performed the following day unless prior arrangements are
made. All inspections are conducted during normal business hours unless prior arrangements are made relative to hours and
inspection fees. P&D inspectors will routinely cite violations of the Codes by use of approved Correction Notices (CN) or Notices
of Violation (NOV). All CN and NOV will cite the nature of the violation, pertinent code sections, date and time of violation and a
deadline for correction. Each CN or NOV will be signed by the inspector and fully explained to the builder. Inspectors will be
required to maintain all inspection records on a daily basis with records maintained both electronically and manually. P&D will
provide transportation, pagers, cell phones, and all hand tools, as are deemed necessary, for all field personnel.
P&D Consultants, Inc.
999776.0083
A-5
CityofTustin
Building Safetyl Grading Improvement Plan Review and Inspections
~rnìm'!
Experienu,
Move forward
with confidence.
Because of the depth & diversity of our in-house talent,
we're able to help local governments
through the complete plans review process,
integrating quick turnaround times
with good plans review practices as a means
to assist the design professional in meeting
his or her responsibility for compliance
with all applicable codes and ordinances.
B.1
Recent Commercial & Residential Plans Review and Inspections Experience
P&D, with 50+ years of corporate history provides plans review, inspection and counter technician services throughout
California as presented in Section A. The P&D professionals are knowledgeable in accepted engineering standards as well
as specific local standards. We are fluent in the Uniform Building Code, Uniform Plumbing Code (including the Uniform
Swimming Pool, Spa and Hot Tub Code) Uniform Mechanical Code, National Electric Code and other applicable state and
local codes. P&D building department service personnel are also familiar with the California Building Codes as well as the
International Codes.
B.2
References
Oceanside, CA
Client: City of Oceanside
Contact: Gregory C. Anderson,
(760) 435-3918
Bellflower, CA
Client: City of Bellflower
Contact: Brian Lee, Community Development Director,
(562) 804-1424
Irvine, CA
Client: City of Irvine
Contact: Eric Tolles, Chief Building Official,
(949) 724-6453
Chino Valley, CA
Client: Chino Valley Independent Fire District
Contact: Val Harlan, Deputy Fire Marshall,
(909) 902-5280
Clark County, NV
Client: Clark County
Contact: Roger Condie, c.B.O., Plan check Manager,
(702) 455-8011
Henderson, NV
Client: City of Henderson
Contact: Michael Bouse, c.B.O., Building Official,
(702) 806-4301
P&D Consultants, Inc.
999776.0083
B-1
City ofT ustin
Building Safety! Grading Improvement Plan Review and Inspections
~ -mrr:'IiI!!I : J
Experience
B.3
Project Experience
City of Oceanside Building Inspection and Plan Review
Client:
Contact:
City of Oceanside
Gregory C. Anderson, (760) 435-3918
P&D is currently providing inspection and plan review services on an as-needed basis for the City of Oceanside. P&D is
responsible for assisting the City in maintaining an appropriate level of service with respect to plan review turn around time
and response to requests for inspection. Duties include reviewing building plans for compliance wit the California Building
Standards Code and related ordinances and statutes; provide on-site inspection services to assure compliance of building
construction with the approved plans an applicable codes and ordinances; perform all work in a timely and effective
manner; represent the City of Oceanside in a customer-friendly and professional manner in the provision of plan review and
inspection services; maintain a professional staff capable of meeting the standards outlined by the City; and provide the
customer and the City with a written report of the results of plan reviews and inspections.
City of Stanton City Engineer Services
Client:
Contact:
City of Stanton
Mr. John F. Wager, Jr., City Manager, (714) 379-9222
P&D is currently providing the City with a qualified, Contract City Engineer who is performing all additional services and
functions as routinely associated with the position of City Engineer. Such work is conducted under general supervision.
Services include but are not limited to the following:
.
Assist the City in the supervision of the Engineering Division. Supervise the technical work of the City's permanent
staff. Provide technical support not already part of contract.
Attend City Council, Planning Commission and Public Works Commission meetings as required. Represent the City at
such other public meetings to answer questions regarding Engineering related matters.
Analyze City's needs and recommend long and short range programs consistent with the economic/fiscal capabilities
of the City, including 5-year Capital Improvement Program and the annual capital improvements budget.
Assist in the preparation of the Engineering Division budget, including the operating and capital budgets. Assist with
budget administration.
Review and comment on planning programs and on land development controls.
Prepare Staff Reports, resolutions and other documentation related to Engineering matters.
Review and issue permits for construction within the public right-of-way.
Provide counter services with qualified personnel for 8 hours per day.
Establish and maintain a suitable information management system to track projects.
Prepare and maintain necessary procedures manuals and design standards. Must be thoroughly familiar with
Engineering standards and specifications.
Perform such other engineering services and assigned projects as may be required to implement various City projects.
Assist City staff to prepare applications for available funding from grants and other governmental sources; assist in
the management of the CDBG gram program as requested; maintain information concerning such funding and other
methods of public works financing.
Manage public works construction projects as assigned.
Vehicles, materials and compatible computer equipment and supplies shall be provided by the consultant.
Review existing developer reimbursement agreements and prepare new agreements as requested. Audit development
projects to ensure compliance with reimbursable agreements.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
P&D Consultants, Inc.
999776.0083
B-2
CityofTustin
Building Safety! Grading Improvement Plan Review and Inspections
-
Experience
Counter Support, Plan Review Services and Building Department Administration for the City of
Bellflower
Client:
Contact:
City of Bellflower
Brian Lee, Community Development Director, (562) 804-1424
P&D is currently providing plans review and public counter support services for the City of Bellflower. P&D is supplementing
City staff during peak workload periods. P&D is providing plans review for compliance with California Building Code in the
areas of structural design, architecture, fire/life safety, ADA accessibility, energy conservation, mechanical, electrical, and
plumbing. We are also providing inspection services on an as needed basis, serving as Assistant Building Official as well as
assisting in Building Official functions and duties.
City of Irvine Inspection Services
Client:
Contact:
City of Irvine
Eric Tolles, Chief Building Official, (949) 724-6453
The City of Irvine is experiencing another growth spurt similar to the one the City experienced in the mid-1980s. Building is
robust with high-density residential and commercial development occurring throughout the area. P&D is providing
inspections services to help the City meet its commitments. Inspectors are responsible for observing life safety issues in the
field, as well as coordinating plan checking with field review, building inspection and building code enforcement (including
assistance to code enforcement for nuisance abatement), assisting in updating ordinances for all State mandated codes,
grading, seismic safety, and specialty areas, assisting with code enforcement for substandard buildings and with public
hearings and providing counter service when necessary.
Chino Valley Independent Fire District Plan Checking-Riverside and San Bernardino Counties, CA
Client:
Contact:
Chino Valley Independent Fire District
Val Harlan, Deputy Fire Marshall, (909) 902-5280
P&D provided plan check services for the Chino Valley Independent Fire District. The Fire District is comprised of several
cities in Riverside and San Bernardino Counties. Plan reviews are for new and renovated commercial, residential and
institutional facilities. P&D's plan checkers are reviewing plans for conformance with the 1997 Uniform Fire Code and the
National Fire Protection Association Codes. Reviews include sprinklers, standpipes, area separation walls, fire resistant
construction, occupancy use, ventilation, smoke management, fire assemblies, building, electrical, mechanical,
interconnects with fire alarms and fire protection systems, underground water supplies, and fire flows.
Turnkey Development Review Services for the City of Chino Hills
Client:
Contact:
City of Chino Hills
Winston Ward, Community Development Director, (909) 364-2741
Located in the incorporated area of San Bernardino County, Chino Hills is one of the fastest growing residential and
commercial developments in the region. P&D is currently providing complete turnkey development review services for the
City's Planning, Engineering, Landscape, and Building & Safety Departments. P&D has supplemented City staff in a
seamless manner, providing such services as planning, project conditioning, conformance certification, development review,
informational and computer services, and all ancillary City support for all three departments. Specific project responsibilities
have included capital improvement project management, plan checking services, survey services, right-of-way acquisition,
surplus land sales, landscape maintenance districts, assessment engineering and inspections in all disciplines. Additionally,
P&D is providing the City with a water management program that has saved the City nearly $500,000 in the first year.
PliO Consultants, Inc.
999776.0083
B-3
CityofTustin
Building Safety! Grading Improvement Plan Review and Inspections
~~:J
Experience
Plan Review for Various Public Facilities for the County of Orange
Client:
Contact:
County of Orange
Chi Tran, S.E., c.B.O., (714) 834-2617
P&D provided plans review services for buildings and other structures for the County of Orange. P&D supplemented County
staff during peak workload periods. Areas reviewed included structural design for foundation, lateral force, specifications,
calculations, masonry, steel, wood, concrete; architectural and fire and life safety, for sprinklers, standpipes, area
separation walls, fire resistant construction, occupancy use, ventilation, and fire assemblies; and building, electrical,
mechanical, plumbing. Energy conservation review involved review of equipment sizing, specifications, and calculations.
Review of handicapped accessibility involved access compliance, adaptability, site development, and ramps.
Plumbing, mechanical, and electrical design involved the review of calculations, sizing, material, location, and isometrics.
Plans reviewers analyzed the soils report as a mean to identify geotechnical stability, offsite impact, material, settlement
analysis, liquefaction, faults, expansion soils, and corrosive soils which would influence the overall design.
Agua Caliente Band of Cahuilla Indians & Cabazon Band of Mission Indians Government Services
Department
Client: Agua Caliente Band of Cahuilla Indians
Contact: Agua - Tom Davis, Tribal Planner, (760) 325-3400
P&D has had the privilege of starting up the Agua Caliente and Cabazon Government Services Department. The Department
consists of a Building Official, Building Inspector, Engineer, Code Enforcement Officer. Our work is essentially a turnkey
operation for the "one stop development center". In starting up the new center, P&D interacted with the current regulatory
agency to facilitate and assure a smooth transition of documents, resolutions, and ordinances relative to all government
service functions. Examples include preparation of design standards, building fee structures, code adoption, and actual
ordinance preparation for the formal adoption process. Typical areas to be included in this process may consist of: permit
issuance (P&D develops the software specifically designed for client needs), plan review, inspection (both regular and
special including elevator, fire, masonry, steel, welding, etc.), planning, landscape review, inspection, civil plan checking
and inspection, code enforcement, traffic engineering, environmental assessment and mitigation.
Clark County Nevada Plans Review
Client: Clark County
Contact: Roger Condie, c.B.O., Planscheck Manager, (702) 455-8011
P&D is providing comprehensive structural and non-structural plan review and related services including Plumbing,
Mechanical and Electrical code compliance for publicly owned facilities, hotels, and other commercial and residential
projects. P&D has provided Clark County with a fast-track schedule when the project demands quick turnaround and
expedited service. Nearly 150 individual assignments have been completed on-time during the past 24 months. We have
completed our first four years on the County's on-call list and we recently began a five-year contract term.
Jurisdiction - City of Henderson, Nevada
Client: City of Henderson
Contact: Michael Bouse, c.B.O., Building Official, (702) 806-4301
P&D is in the third year of a multi-year contract to provide Plan Review Services for the City of Henderson. P&D is providing
comprehensive structural and non-structural plan review and related services including Plumbing, Mechanical and
Electrical, code compliance for publicly-owned facilities, hotels, and private commercial and residential projects. P&D is
P&D Consultants. Inc.
999776.0083
B-4
City of Tustin
Building Safel'jl Grading Improvement Plan Review and Inspections
~rn~;
Experience
providing the City of Henderson with a fast-track schedule when the project demands quick turnaround and expedited
services.
State of Nevada Bureau of Licensure and Certification Plans Review
Client:
Contact:
Bureau of Licensure and Certification
Jennifer Dunaway, (775) 687-4475
Since August 2001, P&D has been under contract with the State Bureau of Licensure as the exclusive provider of plans
review in accordance with the codes listed above. In the two year period P&D has reviewed plans on behalf of the Bureau,
P&D has made 3,500 calls, identifying code, regulation or guideline non-compliance for hospitals and other health care
facilities. We have provided plans review for over 50 projects classified as hospitals and another 1 9 reviews were for non-
hospital medical facilities such as ambulatory surgical centers, nursing homes, and residential care facilities. Our plans
review assignments have included new construction or tenant improvements. These reviews ranged from small remodels
within existing hospitals to complete reviews of all plans for the construction of new hospitals such as the new 300,000 sq.
ft. $44 million Southern Hills hospital being constructed in southwest Las Vegas. Of the 3,500 calls P&D has made, over
1 ,000 have been AlA Guidelines and functionality related.
Bank / Lending Institutions Draw Inspections in Arizona, Texas, and Nevada
Client:
Contact:
First American Bank, Texas
Frank Brown, (972) 419-3300
P&D provides infrastructure and housing inspection, phase verification services. Our third-party inspectors are fluent in
ADA, building, electrical, mechanical, plumbing and fire/life safety codes and are certified by the International Conference of
Building Officials (ICBO).
P&D provides infrastructure field inspections to support residential subdivision development for projects financed by Banks
and lending institutions. During the inspection, P&D verifies that the level of construction in progress is indeed what is
represented by the contractor's request for payment. Verification may be required for storm drainage, grading, paving,
sanitary sewer, dry utilities (phone, electrical, cable TV), water lines, landscaping, perimeter wall, street/traffic control
devices and signage. The field inspector records the progress using a digital camera and provides pictures to substantiate
the report submitted by P&D to the Bank. P&D is also responsible for reviewing the contractor bills and reconciling the
requests for payment prior to compiling the final report. Approximately 10 to 12 inspections per development occur over a
one year period.
For verification of housing construction to support residential subdivision development, P&D verifies that the level of
construction in progress is what is represented by the contractor's request for payment. Verification is typically provided at
the pad preparation, slab, framing, roofing and stucco, and final stages.
8.4
Conflict of Interest
With the assistance of the City of Tustin, P&D shall keep itself informed of the property and land use entitlement interests in
the City of Tustin of P&D's clients in order to avoid the potential for conflict of interest.
P&D does not have any current land development engineering client(s) with property and land use entitlement interests in
the City of Tustin.
P&D Consultants, Inc.
999776.0083
B-5
City of Tustin
Building Safetyl Grading Improvement Plan Review and Inspections
,'r:T:m:Ti'l! ~
Staff
Expect excellence from
experienced professionals.
While knowledge, performance, and results
drive our operations, we also place a high value
on building relationships as well.
We don't just work hard for our clients,
we become partners in helping them
achieve their goals.
C.1
P&D's Center of Excellence for Plans Review and Inspection
The building and safety experts within our Center of Excellence for plans review and inspection programs represent the key
disciplines required to conduct the plans review efficiently and effectively as it has done in the past for the plans review
programs referenced in the Experience section. The attributes of the centralized team approach are as follows:
.
A Project Coordinator serving single point-of-contact and project control
A Core Team of recognized experts assigned to discrete tasks
Efficient project administration
Project-specific scheduling
An effective coordination and communications process
Advanced information systems and document control procedures
A project-specific Quality Control Plan premised on redundancy and parallel track reviews
.
.
.
.
.
.
Our Project Team is composed of professionals in their respective fields. Each has proved his or her merit on similar projects
and has the requisite expertise to perform the range of services required. For each area of expertise, the key personnel who
will serve as discipline leaders are presented.
Commendation for P&D
"P&D provided outstanding services on our new 38,000 square foot casino and 1 ,ZOO space multi-level parking
structure. Whether the need was expedited plan checking, extended workdays or providing special inspections, we
always felt confident that when we had a need, P&D could be counted on to deliver."
Michael I. Atencio, Associate Planner
Agua Caliente Bank of Cahuilla Indians
P&O Consultants, Inc.
999776.0083
C-1
City ofT ustin
Building Safety/Grading Improvement Plan Review and Inspections
,rn~~
Staff
C.2
Project Management Team
To best demonstrate the professional knowledge and leadership within P&D, we present our project management and technical
specialists who are fully committed to the plans review and inspection assignments.
~ te ' hen L. Patterson C.B.O. Principal-in-Char' e/Buildin. Official
Expertise:
. Building Code Development
. Jurisdictional Adoption of Codes
. Building Code Interpretation and Compliance
. Comprehensive Inspections Programs -
Specialty and Standard Field
. Building Code Training for Clients
Credentials:
. B.s., Public Administration, California State University, Stanislaus
. ICBO Certified Building Inspector
. ICBO Certified Building Official
Experience:
. County of Orange
. City of Stanton
. City of Irvine
. City of Chino Hills
. Over 30 city and county contracts
Mr. Patterson has over 25 years of experience in the building industry, having served in the capacity of Building Official for several
cities. He is experienced in public administration, coordination and construction management. He is an Executive Director on the
California Building Officials (CALBO) Board of Directors and has also served for two independent jurisdictions on their Housing and
Building Code Appeals Board. He is past President of the California Building Officials organization. As such, Mr. Patterson stays at
the forefront of his industry, participating in the development of building and safety regulations and enforcement. He is responsible
for overseeing the technical quality of plan checking in the areas of Structural, Plumbing, Mechanical, Electrical, Access, Energy
and Fire Code compliance.
Ro Fewell C.B.O. Building Official
Experience:
. City of Stanton
. City of Bellflower
. City of Oceanside
. City of San Diego
Expertise:
. Building Code Development
. Jurisdictional Adoption of Codes
. Building Code Interpretation and Compliance
. Comprehensive Inspections Programs
Credentials:
. M.s., Political Science, University of Kentucky
. B.s., Interdisciplinary Social Sciences, Howard Payne University
. 160 Hour Certificate in Building Codes, Texas A&M University
. ICBO Certified Building Inspector, ICBO Certified Plans Examiner, ICC Certified Building Official
Mr. Fewell is a certified building official with over 30 years of direct experience in building construction and building code
related activities. He has worked for various municipal and state agencies and served as a Vice President of both ICBO and the
ICBO Evaluation Service. Mr. Fewell has been directly involved in conducting building inspection and plan review services for
educational, recreational, residential, industrial, hotels and commercial projects since 1973. He has direct inspection, front
counter, and building department administrative experience. Mr. Fewell has 19 years with the International Conference of
Building Officials (ICBO) and the ICBO Evaluation Service (ICBO ES).
P&D Consultants, Inc.
999776.0083
C-2
City of Tustin
Building Safety/Grading Improvement Plan Review and Inspections
.~~
Staff
Robert Bob Doss P.E. Project Mana. er/Plan Checker
Expertise:
. International Building Code (2000)
. Uniform Building Codes (1994 and 1997)
Credentials:
. M.B.A., Management, Arizona State University
. B.s., Civil Engineering, Arizona State University
. Registered Professional Engineer, CA #32125
Mr. Doss has over 35 years of experience in multi-discipline engineering fields. He has supervised design and construction
management teams on major public and private sector projects throughout the United States. Mr. Doss has served in various
capacities during his career including director of public works, branch manager, engineering department head, senior project
manager and design engineer. His projects have included major multi-discipline design and construction projects and program
management for large capital improvement projects. His development projects have included residential subdivisions, large
retail shopping centers, electronics plants and large industrial complexes.
As a project manager, he has managed architectural and engineering design, report preparation, plan preparation, plan
checking and construction of final improvements. He has managed fast track projects that required massive grading in short
time schedules and retail projects that had penalty clauses for not completing on schedule. He has also been project manager
on large multi-disciplined projects that required coordination of mechanical, electrical, structural and architectural components.
His experience has provided him with experience in handling economics and financing through budget preparation and
presentations. He is familiar with current building codes, various specifications, state and federal laws and the factors, which
influence the impact of land development projects on the environment, the community and the economy.
(.3
Key Discipline Team leaders
Jor.e Bia. ioni P.E. Public Works Plan Checker/lns.ector
Expertise:
. International Building Code (2000)
. Uniform Building Codes (1994 and 1997)
Credentials:
. M.s., Civil Engineering, Universidad de Rosario, Argentina
. Registered Professional Engineer, CA #33751
Mr. Biagioni has over 27 years of professional experience in the United States and Argentina in a variety of civil engineering
projects for public works and land development. He has a vast experience in areas of design, project management and
inspection. His responsibilities have included the preparation of feasibility studies, master plans of drainage, conceptual
alignment studies and final designs.
Mr. Biagioni has also served as a contract Assistant City Engineer where he coordinated the review and approval of large
residential, commercial and public works projects.
P&D (onsunants, Inc.
999776.0083
(-3
City of Tustin
Building Safety/Grading Improvement Plan Review and Inspections
,rnìf:ml.~
Staff
Mark Kenned Public Works Ins, ector
Expertise:
. International Building Code (2000)
. Uniform Building Codes (1994 and 1997)
Credentials:
. Riverside City College
. Attended extension courses at U.c.R. in Public Works Inspection
Mr. Kennedy has over 20 years of public works inspection experience. He has worked for the City of Ontario as a public works
inspector. His primary inspection responsibilities are city capital projects which include reconstruction of city streets; paving of
streets, streetlight and signal light installation, curb and gutter, wheelchair ramps, and sidewalks, storm drains, catch basins,
sewer lines and water lines of various sizes. Secondary inspection responsibilities consisted of housing tracts, commercial
developments, and various residential permits. Mr. Kennedy has also served as a public works inspector for the Morongo Basin
Pipeline project, the City of Rialto, Jurupa Water District, City of Fontana and Riverside and San Bernardino County Flood Control
Districts.
Larr Wilham C.P.E. Plan Checker
Expertise:
. International Building Code (2000)
. Uniform Building Codes (1994 and 1997)
. Uniform Fire Code (1985, 1997, and 2000)
Credentials:
. J.D., School of Law, University of Louisville
. B.5., Mechanical Engineering, University of Louisville
. ICBO Certified Plans Examiner, #5077695-60
. ICBO Certified Building Inspector, #5077695-10
Mr. Wilham has 25 years of experience in plans review, building and safety inspections, code compliance, and
utilities/infrastructure project management. Mr. Wilham currently serves as Project Coordinator for the regional Center of
Excellence in the Las Vegas office of P&D. He serves as the day-to-day coordinator for the Clark County, City of Henderson,
Clark County School District, and State of Nevada Bureau of Licensure programs, serving as liaison between the Applicant,
licensing agency, and internal plans review team in addition to non-structural plans review.. He is responsible for all plans log-
in and distribution, establishing a Project Log system which tracks all plans through P&D's plan review process and records the
receipt and distribution dates for all team and Applicant correspondence. He also coordinates team meetings with the Applicant
when comments need further discussion or clarification. Prior to joining P&D, he served as coordinator at the Permit
Application Center for the City of North Las Vegas. In addition to his permit application assignments, he was responsible for
overseeing the computerization of the permitting and permit tracking system.
PliO Consultants, Inc.
999776.0083
C-4
CityofTustin
Building Safety/Grading Improvement Plan Review and Inspections
~~\
Staff
Joe Skaaru, CFI Plans Review and Ins, ection Fire/Life Safet
Expertise:
. International Fire Code (2000)
. Uniform Fire Code (1985, 1997, and 2000)
. National Fire Protection Association 101 (1985,
1993, and 2000)
Credentials:
. A.A.S., Fire Administration and Science, Fort Steilacomm Community College
. Graduate, National Fire Academy
. International Association of Fire Investigators
. Certified Fire Investigator No. 1887
. National Board on Fire Service Certified Fire Investigator
.
National Fire Protection Association 13 (1999)
National Fire Protection Association 72 (1999)
National Fire Protection Association 99 (1999)
.
.
Mr. Skaarup serves as plan reviewer with an emphasis on Fire/Life Safety. Prior to joining P&D, he served as Chief Deputy Fire
Marshal for the State of Nevada and Chief Fire Marshal for the City of North Las Vegas. As Chief Deputy State Fire Marshal, he
supervised plan review and inspections for code compliance for new or remodeled facilities. In this capacity, he was responsible
for fire related law enforcement in 15 counties. While with the City of North Las Vegas, he was responsible for fire prevention
and code enforcement activities, in addition to overseeing plan review for code compliance.
Robert (Bob Henderson C.B.O. Buildin, Ins' ector
Expertise:
. International Building Code (2000)
. Uniform Building Codes (1994 and 1997)
Credentials:
. A.A., San Bernardino Valley College
. Certified Building Official
. ICBO Combination Dwelling Inspector
Mr. Henderson, with over 20 years of experience, has acted as a Building Official and Chief Building Inspector for a number of
jurisdictions. For the County of San Bernardino, Town of Apple Valley, and City of Yucaipa, he served as Chief Building
Inspector, interpreting and applying the building codes to ensure compliance, training Building Inspectors in the application
and interpretation of the building codes, and providing input to the Development Review Process. He participated in plan
checking and building inspection projects for DIy of San Bernardino Central Policy facility, and Inland Valley Development
Agency Child Care Center. Mr. Henderson was the resident inspector on City of Temecula's' first shopping mall project.
P&D Consultants, Ine.
999776.0083
C-5
City of Tustin
Building Safety/Grading Improvement Plan Review and Inspections
~ rntr:'!iI! ~
Personnel
Ro, er Moon BuUdin, Inspector
Expertise:
. International Building Code (2000)
. Uniform Building Codes (1994 and 1997)
Credentials:
. B.5., Public Administration, University of La Verne
. A.A., Real Estate and Land Use, Chaffey College
. ICBO Certified Building Inspector, #09383
. ICBO Certified Plans Examiner
Mr. Moon has over 24 years of experience as a Building Inspector in both city and county government agencies in commercial,
residential, industrial and institutional areas. He also has been a real estate resale inspector, fire, theft, and liability inspector
for various insurance companies. His other supervisory experience includes being a project supervisor and foreman of
equipment crews installing electrical equipment, and supervising vendors and contractors for tenant improvements of
corporate space for a large corporation.
Dave Maxx BuUdin' Ins' ector
Expertise:
. International Building Code (2000)
. Uniform Building Codes (1994 and 1997)
Credentials:
. M.5.PA, Operations Management/Redevelopment, California State University, Los Angeles
. B.A., International Business Administration, Iowa State University
. B.S., Construction Engineering, Iowa State University
. ICBO Certified Combination Building Inspector
. ICBO Certified Mechanical Inspector
. ICBO Certified Combination Dwelling Inspector
. ICBO Certified Electrical Inspector
Mr. Maxx has over 20 years experience in building inspections. His extensive background includes serving as Building
Inspection official and Construction manager for the Cities of Glendale, Pasadena, Torrance and Los Angeles. Mr. Maxx has
performed inspections to secure conformance to zoning ordinances, building codes and approved plans, specifications and
standards. He has also been responsible for inspecting building and civil structures to ensure that construction, alternation, or
maintenance work complies with building codes and zoning ordinances. He has inspected and sampled concrete, steel, soils,
asphalt, concrete pipe and cable. Mr. Maxx is an ICBO certified combination building, mechanical, combination dwelling,
electrical and plumbing inspector.
(.4
Quality Assurance Program
P&D has a solid, proven effective Quality Assurance Program (QAP) in place. P&D feels strongly that quality assurance
improvement and professional development are linked together. From a peer review process to client interviews, our program
reaches out to achieve awareness, understanding and commitment. The program has been developed to assure that project
work is carried out in a planned, controlled and correct manner. It includes procedures for scheduling and assigning work; for
recording, retention and retrieval of records for both design and construction activities; for identifying and resolving
deficiencies affecting the work; and for verifying compliance with the requirement of the QAP. Over 40 projects have been
reviewed in the past two years alone, with an average of four contacts made either via phone or in person per project.
Adherence to the QAP is a requirement of each and every P&D and P&D project manager.
P&D Consultants, Inc.
C-6
Building and Safety Services
~ -mmiI!! , )
Smllices and Fees
D.1
Services and Fees
Plans Review
Inspection
Services
Plans Review Services
P&D and its key staff have provided plan checking for a number of cities. Our services involve plan checking for complete
building plan checking including fire and life safety, electrical, structural, mechanical, plumbing, ADA access, architectural, and
other code specifics, as well as interdisciplinary checking of plans in allied disciplines such as civil engineering grading, utilities
and landscape design. Our on-site services stem from our years serving the public sector, assisting them with meeting
regulatory codes and providing the full breadth of our development services history.
P&D's plan checking process has been designed in a service-focused, streamlined, organized manner to help expedite the plan
checking process without compromising the importance of meeting detailed requirements of all codes and other regulatory
requirements. The process begins with picking up the plans, perhaps, meeting directly with the applicant in any location with
the City approval, or taking advantage of overnight delivery systems. By picking up the plans when scheduled, we can meet
with the appropriate representatives and discuss the plans, asking whatever preliminary questions we may have while we are
all together. This type of service begins the process in an expeditious and professional manner. The process then moves
through a "Nine-Step" Program, followed by a detailed management plan to maintain correspondence, documentation and
quality control.
P&O Consultants, Inc.
999776.0083
TASK NINE-STEP PROGRAM
1
2
3
4
5
6
7
8
9
0-1
City of Tustin
Building Safety/Grading Improvement Plan Review and Inspections
~ rnwTi'I! l ]
S"nri((~s and Fees
On-Call Staff Resources Deep in All Disciplines
P&D has a staff of over 100 dedicated to plan reviewers in the building, civil, and landscape areas of specialty. By assigning a
review team promptly, we can move efficiently and effectively through the discipline-driven plan review process. Our teams
located in San Diego, Orange, Sacramento and Las Vegas have met EVERY plan review schedule required of us.
Prompt Plans Pick-Up, Distribution, and Delivery
Within 24 hours of a call for pick-up by the City, the plans can be brought back to P&D for internal dissemination. Equally
expeditious is the return of the plans with associated correspondence on or before the due date.
Z4-Hour Access to Status of Work Reports by Client
In addition to faxing the requisite City Plan Check Work Reports, P&D is capable of maintaining a website for your
instantaneous retrieval of information with respect to the status of the plans review and all activity associated with the review
process. ProjecTrac is P&D's proprietary project tracking software. We provide the site address to you for your own distribution
to the appropriate parties.
Public Works Plan Cltec/( Services
P&D's engineering services and expertise include mass and final grading review, hydrology analyses, NPDES compliance, water
systems plans, utility and road review, to name a few. Our experience includes the review of preliminary and final plans, and
specifications for the full range of commercial/industrial, infrastructure review. Our broad experience in serving local governments
makes us able to provide excellent plan review services for large scale parcels, subdivisions and properties with difficult
topographic and environmental constraints. Engineering Plan Checking services include, (in addition to the code and regulatory
services described above):
Civil Engineering Design
Drainage
Water Supply Systems and Resources
Wastewater Systems
Engineering Feasibility Studies
Community/Subdivision Engineering
Street and Highway Engineering
Hydrology and Drainage Engineering
Earthwork
Tentative Tract Map
Water Resources Engineering
Commercial/Industrial Site
Project Cost Estimates/Scheduling
Computer-Aided Plan Checking
Our engineering staff will review all documents so as to fulfill the wants and needs of the Town (i.e., a safe environment). Our
continued presence throughout the entire construction process ensures our clients satisfaction and completion of a successful
project.
Process
P&D's plan review process typically includes:
.
Upon acceptance of the completed permit application, the permit technician will package the plans and all permit
documents which will be sent to P&D Staff or picked up on a daily basis.
.
The plans will be reviewed for completeness by P&D's Project Manager prior to being logged into P&D's ProjecTrac
system. The Project Manager will assign an "in house" plans examination team.
.
The plans examiners on the assigned team will review the plans and related documents for compliance with current
adopted building, mechanical, plumbing, electrical, energy, and accessibility codes as well as applicable ordinances
P&O Consultants, Inc.
999776.0083
0-2
City of Tustin
Building Safety/Grading Improvement Plan Review and Inspedions
~~I)
Servitß and Fees
and codes adopted by the City, including the UBC, UPC (and the USPSHT code within), UMC, NEC, and other codes as
adopted and amended by the City as follows.
0
0
0
Building use, occupancy, limitations, egress, and fire protection compliance
Plumbing review and analysis of design calculations
Mechanical review and analysis of design calculations
Electrical review and analysis of load calculations
Energy calculations and compliance with State Title 24, CAC
Disabled access provisions/compliance with State Title 24, CAC
Mobil home accessory structures, per State Title 25, CAC
0
0
0
0
.
Upon completion of the first plan review P&D will issue to the applicant (and others as directed), a letter stating
either "Accepted as Submitted" or "Notification of Non-Compliance" which will have an accompanying plan review
Correction Letter delineating all corrections required for approval of the scope of work assigned to P&D. The method
of delivery of the correction letter shall be at the option of the applicant (E-Mail, Fax or Postal Service), with a fax
going to the City.
.
P&D prefers that applicants respond to P&D plan review correction letters by submitting a typewritten response to
each item listed in the correction letter, referenced to the corresponding correction item number along with two sets
of revised plans with each sheet containing "clouded" revisions and a dated "revision legend" referencing the
"clouded" items. Responses submitted in this form have been very helpful in assuring compliance with scheduling
deadlines associated with plan reviews.
.
Completion of subsequent reviews shall be conducted in the same manner as the initial review outlined above. When
all corrections are completed to the satisfaction of P&D, P&D will provide a "Final Approval" of all architectural
documents submitted and will affix an approval stamp on the plans signifying that P&D has reviewed the plans and
related documents and found them to be in substantial compliance with the applicable codes and ordinances
adopted by the City and has been identified. The set of approved plans and related documents will be immediately
forwarded to the City via P&D's courier.
Building Inspections
P&D will provide complete building inspections services and public works inspection on an as-needed basis. Our inspection
program covers residential and commercial construction field inspections pursuant to the provisions of the latest adopted
edition of the Building, Plumbing, Mechanical, Fire and Electrical Codes.
P&D provides fully trained and certified personnel to perform inspection services. In addition, P&D personnel perform
architectural, disabled access and energy compliance inspection as routine field inspections. Field inspection requests will be
accepted 24 hours a day by use of a dedicated inspection request phone line. Inspections are routinely performed the
following day (within 24 hours) unless prior arrangements are made. All inspections are conducted during normal City business
hours unless prior arrangements are made relative to hours and inspection fees.
Public Works Inspection Services
P&D can provide inspection services for all new residential and commercial construction. P&D will provide fully trained and
certified personnel to perform this function. In addition, P&D personnel will perform utility and road, NPDES compliance, water
system and grading as routine field inspections. Field inspection requests will be accepted 24 hours a day by use of a
dedicated inspection request phone line. Inspections are routinely performed the following day unless prior arrangements are
made. All inspections are conducted during normal business hours unless prior arrangements are made relative to hours and
inspection fees. P&D inspectors will routinely cite violations of the Codes by use of approved Correction Notices (CN) or Notices
of Violation (NaV). All CN and NOV will cite the nature of the violation, pertinent code sections, date and time of violation and a
P&O Consultants, Inc.
999776.0083
0-3
City of Tustin
Building Safety/Grading Improvement Plan Review and Inspections
. rnrr:Ti!! I J
:)e,'¡ice and Fees
deadline for correction. Each CN or NOV will be signed by the inspector and fully explained to the builder. Inspectors will be
required to maintain all inspection records on a daily basis with records maintained both electronically and manually. P&D will
provide transportation, pagers, cell phones, and all hand tools, as are deemed necessary, for all field personnel.
Specialty Inspections
P&D's special inspectors are also available to provide services (at the city's request) specifically geared toward buildings. They
include:
Special Inspector - Pre-Stressed Concrete
Special Inspector - Reinforced Concrete
Special Inspector - Concrete Batch Plant
Special Inspector - High Strength Bolts
Special Inspector - Masonry
Special Inspector - Structural Steel Fabrication
Special Inspector - Welding
Special Inspector - Fireproofing
Special Inspector - Timber
Anchors - Pull Tests
Bolt - Torque Tests
Liquid Penetrants - Level II
Magnetic Particle Technician - Level II
Ultrasonic Technician - Level II & III
Radiographic Examination
Supervising Special Inspector
Concrete Testing
Pick-Up and Delivery of Test Samples
Soils Technician
Senior Soils Technician
Supervising Soils Technician
Public Works Inspector - Asphalt Paving
Public Works Inspector - Asphalt Plant
Public Works Inspector - Concrete Plant
Public Works Inspector - Resident Inspection
Supervising Public Works Inspector
All inspection results will be filed in city records, either by hand (paper documents) or by electronic data entry, where
requested by the City and on the system provided by the City.
The work plan utilized by P&D for inspection services can include:
Administration-Customer Service Specialist
. Scheduling daily run
. Interaction at counter with customers
. Answering phone messages
. Documentation and record keeping
. Plan awareness
. Code review
. Other department requirements
Field-Customer Service Specialist
. Scheduling considerations
. Project Awareness
. Document review for compliance and conditions
. Contact appropriate party
. Review area requested
. Document findings
. Educate others as to problem areas
. Reschedule if appropriate
. Point out what is good about project or areas that need improvement - interact
. Other reviews coordination:
0 Special inspection
0 Health
P&D Consultants, Inc.
999776.0083
D-4
City of Tustin
Building Safety/Grading Improvement Plan Review and Inspections
~ -m1t:'rn!! ' ]
S(m¡¡u,~ <illd Fees
0
0
0
0
Fire
Public works
Planning
Code enforcement
Self Improvement
. Education
. Certification
. Seminars
. Training programs
. Product awareness
. Additional development
. Department Awareness and growth
0 Fire
0 Health
0 Public Works
0 Planning
0 Redevelopment
0 Government Assistance
0 Code enforcement
. Record keeping
. Public speaking
. Training others
0.2
Fees
.
Principal in CharGe $195/hour
Quality Control $100/hour
Plans Review - Fire/Life Safety, Civil, Structural, Mechanical, Electrical, $85 - $150/hour
PlumbinG, Architectural, and ADA
Building Inspector
Inspector 1 $65/hour
Inspector 2 $75/hour
Senior Inspector $85/hour
Special Inspections (All inclusive) $75/hour
Civil Plan Checking (All components) $45/hour
Grading Inspection $75/hour
P&O Consultants. Inc.
999776.0083
0-5
oty ofTustin
Building Safety/Grading Improvement Plan Review and Inspections
Scope of Services
The following is the itemized scope of services which the consultant is expected to
perform as a part of this Agreement.
Gradina and Private Improvement Plan Review
1. Review plans, calculations, reports, and specifications for compliance with the most
recently enacted rules and regulations as adopted by the Federal, State, and local
legislative bodies. Included are:
. City Grading Ordinance and Grading Manual
. City Private Improvement Standards and Specific Plans
. City Conditions of Approval and Floodplain Management Ordinance
2. Grading plan review shall include on-site grading, geotechnical report, hydrology and
hydraulic calculations, drainage plans, erosion control plans, and approved WQMP.
3. Provide two copies of the plan check correction list for each project reviewed. Provide
necessary communication with the applicant to assure understanding of all correction
items. Provide all necessary rechecks until the construction documents are in
compliance. Plans approved by the Consultant are ready for permit issuance and
have been reviewed for adherence to applicable codes and ordinances.
4. Attend meetings related to plan review at City Hall as requested by the Building
Official.
5. Provide a monthly plan check status report to the City of all assigned plans. The
report shall include turnaround time in working days for first and all subsequent
submittals.
6. Upon completion of a building plan review, the Consultant shall send a questionnaire
to the applicant requesting comments on the performance of the Consultant. Copies
of all questionnaires returned shall be given to the City on a quarterly basis. The text
of the questionnaire shall be approved by the City within thirty (30) days of the
execution of this Agreement.
7. A copy of all plan check correction sheets used in performance of services shall be
submitted to the City within five (5) working days of the execution of this Agreement
for comparison to state regulations and Tustin City Code. Consultant shall amend
their correction sheets as necessary to be consistent with City codes.
Gradina and Private Improvement Inspection
1. Provide Inspectors qualified in grading and private improvement inspections, and
certified by APWA or equally recognized agency (Le. City of Los Angeles PW Dept).
2. Take inspection requests as needed. Provide accurate daily inspection sheets. Note
all discrepancies, cite code violations, and issue correction or stop-work notices.
180912.1 11
Comm.Dev.lRDA
CA 2/2004
EXHIBIT "B"
SPECIAL REQUIREMENTS
1. That Section 1.8 shall be added to read:
1.8 Conflict of Interest. In order to assure City that Consultant is not subject to any
conflict of interest, Consultant affirms that while Agreement is in effect, neither
Consultant nor any of its officers or employees will accept private work from or provide
services for any company whose project Consultant is plan checking or inspecting for
City. Consultant shall not accept a project from City if the project owner or applicant is
a client of Consultant or its officers or employees. If either City of Consultant thinks
there may be a conflict of interest involving any project, Consultant shall immediately
return plans or remove inspector from project. In the event of uncertainty about
whether a potential conflict of interest exists, Consultant shall advise Contract Officer
whose decision shall be final.
180912.1
12
Comm. Dev.lRDA
CA 2/2004
EXHIBIT "C"
SCHEDULE OF COMPENSATION and PERSONNEL HOURLY RATES
Attached hereto are:
1)
Section D.2 of the October 17, 2003 proposal.
1. Plan Review fees shall be seventy percent (70%) of City plan check fees which
include all rechecks with a minimum plan check fee of one hundred fifty (150) dollars.
2. Travel time shall not be compensated by City.
180912.1
13
Comm.Dev.lRDA
CA 2/2004
~
Services and Fees
0 Fire
0 Public works
0 Planning
0 Code enforcement
Self Improvement
. Education
. Certifi~ation
. Seminars
. Training programs
. Product awareness
. Additional development
. Department Awareness and growth
0 Fire
0 Health
0 Public Works
0 Planning
0 Redevelopment
0 Government Assistance
0 Code enforcement
. Record keeping
. Public speaking
. Training others
D.Z
Fees
Principal in Char e
Quali Control
Plans Review - Fire/Life Safety, Civil, Structural, Mechanical, Electrical,
Plumbin ,Architectural, and ADA
Building Inspector
Inspector 1
Inspector 2
Senior Ins ector
Special Inspections (All inclusive)
Civil Plan Checkin (All components)
Grading Inspection
$65/hour
$75/hour
$85/hour
$75/hour
$45/hour
$75/hour
P&D Consu~ants, Inc.
999776.0083
D-S
City of Tustin
Building Safety/Grading Improvement Plan Review and Inspections
EXHIBIT "D"
SCHEDULE OF PERFORMANCE
1. Plan check services shall be performed within ten (10) working days and five (5)
working days for all rechecks. The actual due date will be established by the City for
each project before it is released to the Consultant. The time for performance shall
begin the same day a request for plan pick-up is made by the City. Projects shall be
picked-up within one (1) working day of the request. Reviewed projects and their
correction sheets shall be returned to City for release to the applicant within one (1)
working day of completion, but no later than the project due date.
2. The pick-up and delivery of projects from and to City shall be at no additional expense
to City.
3. If an applicant requests plan check issues be resolved in person, an appointment shall
be arranged for by the Consultant within one (1) working days, shall include the
applicant, Consultant and City, and shall be held at City Hall. If the City need not be
included, the meeting shall be held at the Consultant's office. The meeting shall be at
no additional expense to the applicant nor City.
4. Contract Officer reserves the right to request "fast tracking" of a project. The project
shall be reviewed by Consultant at a faster than normal plan review schedule.
5. Inspection services shall be performed within three (3) working days of notice, unless
otherwise agreed to by Contract Officer.
6. For special service projects and reports, a Schedule of Performance shall be agreed
to by Consultant and City, and shall be incorporated into this Agreement upon
execution.
7. For plan checks requiring more than the initial plan check and two (2) rechecks for
approval, the Consultant shall meet with the Building Official for the purpose of
examination of unresolved issues prior to authorization for any additional plan checks
and/or fees. This meeting shall be scheduled by the Consultant within one (1) working
day of the completion of the third plan check and prior to release of any corrections to
the applicant.
180912.1
14
Comm.Dev.lRDA
CA 2/2004
A TT ACHMENT E
Consultant Services Agreement/Berryman & Henigar
CONSULTANT SERVICES AGREEMENT
This Agreement for Consultant Services (herein "Agreement"), is made and
entered into by and between the CITY OF TUSTIN, a municipal corporation ("City"), and
Berryman & Henigar, Inc., a California Corporation ("Consultant").
WHEREAS, Consultant is qualified to provide the necessary services and has
agreed to provide such services; and
WHEREAS, Consultant has submitted to City a proposal, dated October 17, 2003,
and November 19, 2003 (updated), a copy of which is attached hereto as Exhibit "A",
and is by this reference incorporated herein as though set forth in full hereto (the
"Proposal").
NOW, THEREFORE, in consideration of the premises and mutual agreements
contained herein, City agrees to employ and does hereby employ Consultant and
Consultant agrees to provide consulting services as follows:
1.
SERVICES OF CONSULTANT
1.1 Scope of Services. In compliance with all terms and conditions of
this Agreement, Consultant shall provide those services specified in the "Proposal and
Scope of Services" attached hereto as Exhibit "A" and incorporated herein by this
reference, (the "services" or the "work"). Consultant warrants that all services shall be
performed in a competent, professional and satisfactory manner in accordance with all
standards prevalent in the industry. In the event of any inconsistency between the terms
contained in Exhibit "A" and the terms set forth in the main body of this Agreement, the
terms set forth in the main body of this Agreement shall govern.
1.2 Compliance with Law. All services rendered hereunder shall be
provided in accordance with all laws, ordinances, resolutions, statutes, rules, and
regulations of the City of Tustin and of any federal, state or local governmental agency of
competent jurisdiction.
1.3 Licenses and Permits. Consultant shall obtain at its sole cost and
expense such licenses, permits and approvals as may be required by law for the
performance of the services required by this Agreement.
1.4 Familiaritv with Work. By executing this Contract, Consultant
warrants that Consultant (a) has thoroughly investigated and considered the work to be
performed, (b) has investigated the site of the work and become fully acquainted with the
conditions there existing, (c) has carefully considered how the work should be performed,
and (d) fully understands the facilities, difficulties and restrictions attending performance
of the work under this Agreement. Should the Consultant discover any latent or unknown
conditions materially differing from those inherent in the work or as represented by the
City, Consultant shall immediately inform City of such fact and shall not proceed with any
180912.1 1
Comm.Dev.lRDA
CA 2/2004
work except at Consultant's risk until written instructions are received from the Contract
Officer.
1.5 Care of Work. Consultant shall adopt and follow reasonable
procedures and methods during the term of the Agreement to prevent loss or damage to
materials, papers or other components of the work, and shall be responsible for all such
damage until acceptance of the work by City, except such loss or damages as may be
caused by City's own negligence.
1.6 Additional Services. Consultant shall perform services in addition to
those specified in the Proposal when directed to do so in writing by the Contract Officer,
provided that Consultant shall not be required to perform any additional services without
compensation. Any additional compensation not exceeding ten percent (10%) of the
original Contract sum must be approved in writing by the Contract Officer. Any greater
increase must be approved in writing by the City Manager.
1.7 Special Requirements. Any additional terms and conditions of this
Agreement, are set forth in Exhibits "B" and "C" and are incorporated herein by this
reference. In the event of a conflict between the provisions of Exhibit "B" and "C" and any
other provision or provisions of this Agreement including Exhibit A, the provisions of
Exhibits "B" and "C" shall govern.
2.
COMPENSATION
2.1 Compensation of Consultant. For the services rendered pursuant to
this Agreement, the Consultant shall be compensated and reimbursed only such amount
as are prescribed in Exhibit C.
2.2 Method of Pavment. In any month in which Consultant wishes to
receive payment, Consultant shall no later than the first working day of such month,
submit to City in the form approved by City's Director of Finance, an invoice for services
rendered prior to the date of the invoice. City shall pay Consultant for all expenses stated
thereon which are approved by City consistent with this Agreement, no later than the last
working day of said month.
2.3 Chanaes. In the event any change or changes in the work is
requested by City, the parties hereto shall execute an addendum to this Agreement,
setting forth with particularity all terms of such addendum, including, but not limited to, any
additional Consultant's fees. Addenda may be entered into:
A. To provide for revisions or modifications to documents or
other work product or work when documents or other work product or work is required by
the enactment or revision of law subsequent to the preparation of any documents, other
work product or work;
B. To provide for additional services not included in this
Agreement or not customarily furnished in accordance with generally accepted practice in
Consultant's profession.
180912.1
2
Comm.Dev.lRDA
CA 2/2004
2.4 Pavment for Chanaes. Changes approved pursuant to an
Addendum shall be compensated at the personnel hourly rates prescribed in Exhibit "C"
hereto.
3.
PERFORMANCE SCHEDULE
3.1
Time of Essence. Time is of the essence in the performance of this
Agreement.
3.2 Schedule of Performance. All services rendered pursuant to this
Agreement shall be performed within any time periods prescribed in any Schedule of
Performance attached hereto marked Exhibit "D". The extension of any time period
specified in the Exhibit "D" must be approved in writing by the Contract Officer.
3.3 Force Maieure. The time for performance of services to be rendered
pursuant to this Agreement may be extended because of any delays due to
unforeseeable causes beyond the control and without the fault or negligence of the
Consultant, including, but not restricted to, acts of God or of a public enemy, acts of the
government, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes,
freight embargoes, and unusually severe weather if the Consultant shall within ten (10)
days of the commencement of such condition notify the Contract Officer who shall
thereupon ascertain the facts and the extent of any necessary delay, and extend the time
for performing the services for the period of the enforced delay when and if in the
Contract Officer's judgment such delay is justified, and the Contract Officer's
determination shall be final and conclusive upon the parties to this Agreement.
3.4 Term. Unless earlier terminated in accordance with Section 7.7 of
this Agreement, this Agreement shall continue in full force and effect until satisfactory
completion of the services but not exceeding one (1) year from the date hereof, unless
extended by mutual written agreement of the parties.
4.
COORDINATION OF WORK
4.1 Representative of Consultant. The following Principal of the
Consultant is hereby designated as being the principal and representative of Consultant
authorized to act in its behalf with respect to the work specified herein and make all
decisions in connection therewith: William Makshanoff.
It is expressly understood that the experience, knowledge, capability
and reputation of the foregoing Principal is a substantial inducement for City to enter into
this Agreement. Therefore, the foregoing Principal shall be responsible during the term of
this Agreement for directing all activities of Consultant and devoting sufficient time to
personally supervise the services hereunder. The foregoing Principal may not be
changed by Consultant without the express written approval of City.
4.2 Contract Officer. The Contract Officer shall be the Director of
Community Development of City unless otherwise designated in writing by the City
180912.1 3
Comm.Dev.lRDA
CA 2/2004
Manager of City. The Co-Contract Officer shall be the Building Official. It shall be the
Consultant's responsibility to keep the Contract Officer, or the Co-Contract Officer in the
Contract Officer's absence, fully informed of the progress of the performance of the
services and Consultant shall refer any decisions which must be made by City to the
Contract Officer. Unless otherwise specified herein, any approval of City required
hereunder shall mean the approval of the Contract Officer or the Co-Contract Officer.
4.3 Prohibition Aaainst Subcontractina or Assianment. The experience,
knowledge, capability and reputation of Consultant, its principals and employees were a
substantial inducement for the City to enter into this Agreement. Therefore, Consultant
shall not contract with any other entity to perform in whole or in part the services required
hereunder without the express written approval of the City. In addition, neither this
Agreement nor any interest herein may be assigned or transferred, voluntarily or by
operation of law, without the prior written approval of City.
4.4 Independent Contractor. Neither the City nor any of its employees
shall have any control over the manner, mode or means by which Consultant, its agents
or employees perform the services required herein, except as otherwise set forth herein.
Consultant shall perform all services required herein as an independent contractor of City
and shall remain at all times as to City a wholly independent contractor with only such
obligations as are consistent with that role. Consultant shall not at any time or in any
manner represent that it or any of its agents or employees are agents or employees of
City. Consultant shall be solely responsible for compliance with State and Federal Law
with respect to the wages, hours, benefits, and working conditions of its employees,
including requirement for payroll deductions for taxes. Employees or independent
contractors of Consultant are not City employees.
5.
INSURANCE ¡INDEMNIFICATION
5.1
Insurance.
A. Consultant shall maintain in full force and effect during the
term of these Agreement policies of commercial general liability and automobile liability
insurance (each of which shall include property damage and bodily injury) and each with
limits of at least $1,000,000 combined single limit coverage per occurrence.
B. Consultant shall maintain in full force and effect during the
term of this Agreement a policy of professional liability insurance coverage with limits of at
least $1,000,000 combined single limit coverage per claim or per occurrence. If
Consultant provides claims made professional liability insurance, Consultant shall also
agree in writing either (1) to purchase tail insurance in the amount required by this
Agreement or to cover claims made within five (5) years of the completion of Consultant's
service under this Agreement, or (2) to maintain professional liability insurance coverage
with the same carrier in the amount required by this Agreement for at least five (5) years
after completion of Consultant's services under this Agreement. Consultant shall also
provide evidence to the City of the purchase of the required tail insurance or continuation
of the professional liability policy by executing the attached Letter Agreement on
Consultant's letterhead.
180912.1
4
Comm.Dev.lRDA
CA 2/2004
C. Consultant shall carry and pay for such workers'
compensation insurance as is required fully protect Consultant and its employees under
California Worker's Compensation Insurance Law. The insurance company shall agree to
waive a II rights of subrogation against the City for losses paid under the policy, which
losses arose from the work performed by the named insured.
D. Other applicable insurance requirements are: (1) Name the
City, its officials and employees as an additional insured on the commercial, general and
automobile policies. (2) The insurance shall be issued by a company authorized by the
Insurance Department of the State of California and rated A, VII or better (if an admitted
carrier) or A-, X (if offered, by a surplus line broker), by the latest edition of Best's Key
Rating Guide, except that the City will accept workers' compensation insurance rated B-
VIII or better or from the State Compensation Fund. (3) The Insurance shall not be
cancelled, except after thirty (30) days written prior notice to the City; and (4) The
commercial general and automobile liability insurance shall each be primary as respects
the City, and any other insurance maintained by the City shall be in excess of this
insurance and not contribute to it.
E. Upon execution of this Agreement, Consultant shall provide to
City certificates of insurance and insurer endorsements evidencing the required
insurance. I nsurer endorsements (or a copy of the policy binder if applicable) shall be
provided as evidence of meeting the requirements of Subsections (1)(3) and (4) of
Section 7D above and the waiver of subrogation requirement in Section C above. If self-
insured for worker's compensation, Consultant shall submit to City a copy of its
certification of self-insurance issued by the Department of Industrial Relations.
5.2 Indemnification. The Consultant shall defend, indemnify and hold
harmless the City, its officers and employees, from and against any and all actions, suits,
proceedings, claims, demands, losses, costs, and expenses, including legal costs and
attorneys' fees, for injury to or death of person or persons, for damage to property,
including property owned by City, arising from errors and omissions of Consultant, its
officers, employees and agents, and arising out of or related to Consultant's performance
under this Agreement, except for such loss as may be caused by City's sole negligence or
that of its officers or employees.
The Consultant shall also defend, indemnify and hold the City
harmless from any claims or liability for City health and welfare, retirement benefits, or
any other benefits of part-time or fulltime City employment sought by Consultant's
officers, employees, or independent contractors, whether legal action, administrative
proceeding or pursuant to State statue.
6.
RECORDS AND REPORTS
6.1 Reports. Consultant shall periodically prepare and submit to the
Contract Officer such reports concerning the performance of the services required by this
Agreement as the Contract Officer shall require.
6.2 Records. Consultant shall keep such books and records as shall be
necessary to properly perform the services required by this Agreement and enable the
180912.1 5
CommDev./RDA
CA 2/2004
Contract Officer to evaluate the performance of such services. The Contract Officer shall
have full and free access to such books and records at all reasonable times, including the
right to inspect, copy, audit and make records and transcripts from such records.
6.3 Ownership of Documents. All drawings, specifications, reports,
records, documents and other materials prepared by Consultant in the performance of
this Agreement shall be the property of City and shall be delivered to City upon request of
the Contract Officer or upon the termination of this Agreement, and Consultant shall have
no claim for further employment or additional compensation as a result of the exercise by
City of its full rights or ownership of the documents and materials hereunder. Consultant
may retain copies of such documents for its own use. Consultant shall have an
unrestricted right to use the concepts embodied therein.
6.4 Release of Documents. All drawings, specifications, reports,
records, documents and other materials prepared by Consultant in the performance of
services under this Agreement shall not be released publicly without the prior written
approval of the Contract Officer.
7.
ENFORCEMENT OF AGREEMENT
7.1 California Law. This Agreement shall be construed and interpreted
both as to validity and to performance of the parties in accordance with the laws of the
State of California. Legal actions concerning any dispute, claim or matter arising out of or
in relation to this Agreement shall be instituted in the Superior Court of the County of
Orange, State of California, or any other appropriate court in such county, and Consultant
covenants and agrees to submit to the personal jurisdiction of such court in the event of
such action.
7.2 Disputes. In the event of any dispute arising under this Agreement,
the injured party shall notify the injuring party in writing of its contentions by submitting a
claim therefor. The injured party shall continue performing its obligations hereunder so
long as the injuring party cures any default within ninety (90) days after service of the
notice, or if the cure of the default is commenced within thirty (30) days after service of
said notice and is cured within a reasonable time after commencement; provided that if
the default is an immediate danger to the health, safety and general welfare, the City may
take immediate action under Section 7.6 of this Agreement. Compliance with the
provisions of this Section shall be a condition precedent to any legal action, and such
compliance shall not be a waiver of any party's right to take legal action in the event that
the dispute is not cured.
7.3 Waiver. No delay or omission in the exercise of any right or remedy
of a non-defaulting party on any default shall impair such right or remedy or be construed
as a waiver. No consent or approval of City shall be deemed to waive or render
unnecessary City's consent to or approval of any subsequent act of Consultant. Any
waiver by either party of any default must be in writing and shall not be a waiver of any
other default concerning the same or any other provision of this Agreement.
180912.1
6
Comm.Dev.lRDA
CA 2/2004
7.4 Riahts and Remedies are Cumulative. Except with respect to rights
and remedies expressly declared to be exclusive in this Agreement, the rights and
remedies of the parties are cumulative and the exercise by either party of one or more of
such rights or remedies shall not preclude the exercise by it, at the same or different
times, of any other rights or remedies for the same default or any other default by the
other party.
7.5 Leaal Action. In addition to any other rights or remedies, either party
may take legal action, in law or in equity, to cure, correct or remedy any default, to
recover damages for any default, to compel specific performance of this Agreement, to
obtain injunctive relief, a declaratory judgment or any other remedy consistent with the
purposes of this Agreement.
7.6 Termination Prior to Expiration of Term. The City reserves the right
to terminate this Agreement at any time, with or without cause, upon thirty (30) days
written notice to Consultant, except that where termination is due to the fault of the
Consultant and constitutes an immediate danger to health, safety and general welfare,
the period of notice shall be such shorter time as may be appropriate. Upon receipt of the
notice of termination, Consultant shall immediately cease all services hereunder except
such as may be specifically approved by the Contract Officer. Consultant shall be entitled
to compensation for all services rendered prior to receipt of the notice of termination and
for any services authorized by the Contract Officer thereafter.
7.7 Termination for Default of Consultant. If termination is due to the
failure of the Consultant to fulfill its obligations under this Agreement, City may take over
the work and prosecute the same to completion by contract or otherwise, and the
Consultant shall be liable to the extent that the total cost for completion of the services
required hereunder exceeds the compensation herein stipulated, provided that the City
shall use reasonable efforts to mitigate damages, and City may withhold any payments to
the Consultant for the purpose of set-off or partial payment of the amounts owed to City.
7.8 Attornevs Fees. If either party commences an action against the
other party arising out of or in connection with this Agreement or it subject matter, the
prevailing party shall be entitled to recover reasonable attorneys' fees and costs of suit
from the losing party.
8.
CITY OFFICERS AND EMPLOYEES; NON-DISCRIMINATION
8.1 Non-Liabilitv of City Officers and Emplovees. No officer or employee
of City shall be personally liable to the Consultant, or any successor-in-interest, in the
event of any default or breach by the City or for any amount which may become due to
the Consultant or its successor, or for breach of any obligation of the terms of this
Agreement.
8.2 Covenant Aaainst Discrimination. Consultant covenants that, by and
for itself, its heirs, executors, assigns, and all persons claiming under or through them,
that there shall be no discrimination or segregation in the performance of or in connection
with this Agreement regarding any person or group of persons on account of race, color,
180912.1 7
Comm. Dev.lRDA
CA 2/2004
creed, religion, sex, marital status, national origin, or ancestry. Consultant shall take
affirmative action to insure that applicants and employees are treated without regard to
their race, color, creed, religion, sex, marital status, national origin, or ancestry.
9.
MISCELLANEOUS PROVISIONS
9.1 Notice. Any notice, demand, request, consent, approval, or
communication either party desires or is required to give to the other party or any other
person shall be in writing and either served personally or sent by pre-paid, first-class mail
to the address set forth below. Either party may change its address by notifying the other
party of the change of address in writing. Notice shall be deemed communicated forty-
eight (48) hours from the time of mailing if mailed as provided in this Section.
To City:
CITY OF TUSTIN
300 Centennial Way
Tustin, CA 92780
Attention: Director of Community Development
(Contract Officer)
To Consultant:
William Makshanoff
Director of Building & Safety Services
Berryman & Henigar, Inc.
2001 East First Street
Santa Ana, CA 92705
9.2 Intearated Aareement. This Agreement contains all of the
agreements of the parties and cannot be amended or modified except by written
agreement.
9.3 Amendment. This Agreement may be amended at any time by the
mutual consent of the parties by an instrument in writing.
9.4 Severabilitv. In the event that anyone or more of the phrases,
sentences, clauses, paragraphs, or sections contained in this Agreement shall be
declared invalid or unenforceable by valid judgment or decree of a court of competent
jurisdiction, such invalidity or unenforceability shall not affect any of the remaining
phrases, sentences, clauses, paragraphs, or sections of this Agreement, which shall be
interpreted to carry out the intent of the parties hereunder.
9.5 Corporate Authority. The persons executing this Agreement on
behalf of the parties hereto warrant that they are duly authorized to execute this
Agreement on behalf of said parties and that by so executing this Agreement the parties
hereto are formally bound to the provisions of this Agreement.
180912.1
8
Comm.Dev.lRDA
CA 2/2004
IN WITNESS WHEREOF, the parties have executed this Agreement as of the
dates stated below.
"City"
Dated:
CITY OF TUSTIN, a municipal
corporation
By:
Elizabeth A. Binsack
Director of Community Development
APPROVED AS TO FORM:
Lois Jeffrey
City Attorney
"Consultant"
Berryman & Henigar, Inc.
By:
Tim D'Zmura
Senior Vice President
180912.1
9
Comm.Dev.lRDA
CA 2/2004
Attached hereto are:
180912.1
EXHIBIT "A"
PROPOSAL and SCOPE OF SERVICES
1)
2)
Consultant's Proposal; and
Scope of Services
10
Comm.Dev.lRDA
CA 2/2004
~
~
~
~
~
~
~
~FT IN
Pro,posa I
I
~
. October f 7, 2fHJ3
I
October 17, 2003
C
I
C
'I
c
!
..
~
!
¡
The Power to Change
The Power to Build
Mr. Khanh Nguyen, CBO
Building Official
City of Tustin
Community Development Department
300 Centennial Way
Tustin, CA 92780
~
Subject:
Request for Proposal to Provide Building, Grading, and Improvement Plan
Check and Inspection Services
Your Local Building & Safety and Civil Engineering Experts
N
IC
I
Dear Khanh,
In 1997, the Marine Corps Air Station Tustin was formally closed. Now known as the Tustin
Legacy, the environmental Impact Report for the development was approved by the City of
Tustin in 1999. In October 2003, the City Council approved the Tustin Legacy Master
Developer, Centex Corporation and J.F. Shea Company. The next step is the approval of
Berryman & Henigar to provide your Building Safety and Civil Engineering development plan
review and inspection services.
1
We have committed our most experienced key personnel to work in partnership with the City to
meet the specific needs of the City for this development. I will serve as your Project Manager,
along with Greg Griffith, PE, CBO as Building and Safety Plan Check Engineer and Daljit
Marwah, PE as Project Engineer for Civil Plan Check. This highly qualified team provides the
City of Tustin more than 90 years of combined experience that cannot be found anywhere else
in Orange County.
Berryman & Henigar has provided plan check and inspection services to numerous Master Plan
Communities, including the Talega Development in the City of San Clemente, a $1.5 billion,
5,000-lot development, and East Lake Village in the City of Vorba Linda with 2,600 single-
family homes and 30 acres of commercial center. By virtue of our direct, extensive experience,
the City can expect to receive:
. Capability and Capacity to Expedite Services. The sooner your project is completed, the
sooner the City of Tustin will reap the benefits associated with a project of this magnitude -
a new tax base, increased commercial revenue, and a new master planned community that
will enhance civic pride and property values. Our expedited plan check and inspection
services allow us to work in concert with your master developer to reduce the amount of
time required for City staff involvement, stop extended plan review time, quickly mitigate
problems, and begin the building process ahead of schedule.
. Superior Customer Service from a Local Team. Our Santa Ana office is located just
five minutes from the City offices and the project site. This close proximity provides the
City with the additional benefit of our ability to send staff to City offices at a moment's
notice to personally respond to your needs. We are able to provide special services,
such as accelerated plan checks and 24-hour response time for inspections. Berryman &
Henigar is the only proven firm in Orange County located just minutes from the City that
can provide all of your quality Building and Safety and Civil Plan Check and Inspection
services.
2001 East First Street. Santa Ana, CA 92705. Phone (714) 568-7300 . Fax (714) 836-5906. www.bhiinc.com
An Equal Opportunity Employer
.
('1
n
n
n
n
~.
n
n
~:t
¡.-
;..
..
~
..
..
.
.
.
.
.
-
,
,
,
.
~
.
.
,
,.
..
,
t
,
.
.
.
.
.
.
~
þ
.
City of Tustin
Mr. Khanh Nguyen
October 17, 2003
Page20f2
.
Team Leaders with 90 Years of Combined Experience. As your Project Manager I have
more than 35 years of extensive experience in the development of large commercial and
residential projects. I was the Project Manager for the City of Cerritos' Regional Shopping
Complex that included a 120-acre enclosed mall and a 60-acre auto center. This project has
served as the blueprint for similar developments in many other Southern California cities.
I also served as the Building Official and Project Manager on the renovation and enclosure
of Stonewood Mall in Downey. While working as the Building Official in the City of Rancho
Cucamonga the building valuation exceeded $450 million in 2001, of which 60 percent
was new residential development by builders, including Centex Corporation, William
Lyon, and KB Homes.
Daljit Marwah, PE, will serve as your Project Engineer for all Civil Plan Check services. He
has over 35 years of experience and currently heads the Civil Plan Check Department in our
Santa Ana office. Daljit has worked on over 20 Master Plan Communities including the
$1.5 billion, 5,000-lot Talega Development for the City of San Clemente. Through his past
experience he has worked with developers such as William Lyon, Lennar, and J.F. Shea
Company, all of whom are also associated with the Tustin Legacy development.
Greg Griffith, PE, CBO, will serve as your Project Engineer for all Building and Safety Plan
Check services. He has 20 years of Building and Safety Plan Check experience with both
residential and commercial developments. He has also performed plan checks on tracts of
1- and 2-story detached, single-family homes for master plan developments.
Available Resource Specifically Familiar with Your Project. Berryman & Henigar Senior
Vice President, Bill Stracker, PE, is personally familiar with the Tustin Marine Corps Air
Station Development (Tustin Legacy). He served as a member of the Base Closure Task
Force for four years. The task force approved and recommended the land use plans to the
Planning Commission and City Council. Bill was involved in overseeing and reviewing the
EIR and specific plan for the development, and he gained intimate knowledge of the City's
goals and expectations for this project. He is available to work with our team and offers his
knowledge to provide an exclusive resource to the City.
.
All of the City's Building and Safety and Civil Plan Check and Inspection needs will be met or
exceeded by our dedicated and qualified team. We are excited about the opportunity to work
with the City, and we are ready and available to start providing excellent service immediately.
Please call me at (714) 568-7300, Ext. 7492, or my cell phone at (714) 231-7531 if you have
any questions.
We are anxious to begin work to quickly move your project forward to enable the City of Tustin
to realize the benefits associated with this new development.
~~4~
William (Bill) Makshanoff, CBO
Project Manager
,Ft
.~
,~
"~
,~
:~
,~
'"
.'\
,~
'=\
t\
~
.~
'~
~"
;"
.~
;~
~
~
~
';\
~
~
~
"
~
"
~
~
~
,
,
"
"
..
,
,
,
\
"
~ \
Section 1
Table of Contents
Section 1
Relevant Experience ..................................................................1-1
Building and Safety Plan Check and Inspection Experience ........1-1
Civil Plan Check and Inspection Experience ................................1-2
Section 2
Project Team...... ................... ................ ...... ...... ....... ............... ....2-1
Organization Chart .......................................................................2-2
Key Team Member's Resumes ....................................................2-3
Section 3
Scope of Work ......... ...... .............. ......... ...... ............ ......... .......... .3-1
Building and Safety Plan Check and Inspection Services ............3-1
Civil Plan Check Services.............................................................3-4
Public Works Construction Inspection ..........................................3-9
Section 4
Project Methodology................ ..... ........ ..... ....... ...... .................. .4-1
Project Management Liaison ........................................................4-1
Records Maintenance...................................................................4-2
Plan Check Correction List Transmittal ........................................4-3
Accelerated Plan Review..............................................................4-3
Section 5
Quality Assurance...... .... ................. ................. ...... ........ .......... ..5-1
Section 6
Rates............................................................................................6-1
~
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection SelVices
~
f8
ill
~
~
~
~
~
~
,.
..
..
..
..
..
..
..
;8
;8
;8
;8
.
.
.
.
-
"
..
..
"
..
-
.~
.~
-..
:-..
.~
.~
..~
(,~
;~
',~
'~
Section 1
Relevant Experience
We build long-term partnerships with agencies that expect and require accuracy, efficiency, and
integrity in all aspects of community services. Testimony to Berryman & Henigar's professional
excellence is the fact we have provided services to many of our municipal clients since
incorporation. For the following cities we have provided contract engineering, development
processing, and/or inspection services.
The Berryman & Henigar Approach to Providing Engineering Support Services
for Development Review and Processing has been a Formula for Success to
More Than 40 Different Public Agencies.
BUILDING AND SAFETY PLAN CHECK AND INSPECTION EXPERIENCE
Name of Agency:
Location:
Year Completed:
Project Manager:
Current Services:
Contact:
CITY OF LAGUNA HILLS
Laguna Hills
On-going
Greg Griffith
Building Official and Plan Check Services
Vern Jones, Director of Community Development
25201 Paseo de Alicia, Suite 150, Laguna Hills, CA 92653
(949) 707-2675
Berryman & Henigar is currently providing building official, plan review, administrative duties,
and technical expertise to the City.. of Laguna Hills. Laguna Hills was formerly under the
jurisdiction of the County of Orange and, during Berryman & Henigar's tenure, new forms,
procedures, and a model code ordinance have been implemented. These services are provided
at City Hall, with the exception of some plan check services that are completed in our Santa Ana
office.
Name of Agency:
Location:
Year Completed:
Project Manager:
Current Services:
Contact:
CITY OF RANCHO SANTA MARGARITA
Rancho Santa Margarita'
On-going
Bill Makshanoff
Full Compliment of Building and Safety Services
George Wentz, Assistant City Manager
30211 Avenida De Las Banderas, Rancho Santa Margarita, CA 92688
(949) 635-1800
Berryman and Henigar currently provides building safety/plan review services for the City of
Rancho Santa Margarita. This includes the full handling and processing of any submittal.
Our staff assures that the public counter is properly staffed for fast and efficient response.
Whenever possible, plan checks are handled over the counter. When more detailed plan review
is needed, our assigned staff takes responsibility for all coordination and handling of plans
for prompt turnaround times. Our client services include a promised timeframe in which all
reviews will be completed.
i
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
*
1-1
¡.':t
,..
"
,--
,~
.\
,\
..,
,\
;,
.,
.~
"
."
"
,
"
-\
-\
"
,
.,
"
,
,
,
,
,
,
~
--
--
'"
"
--
~
~
"
"
"
"
,
..
Section 1
Name of Agency:
Location:
Year Completed:
Project Manager:
Current Services:
Contact:
Relevant Experience
CITY OF LAGUNA NIGUEL
Laguna Niguel
On-going
Bill Makshanoff
Full Compliment of Building and Safety Services
Dan Fox, City Planning Manager
27801 La Paz Road, Laguna Niguel, CA 92677
(949) 362-4300
Berryman & Henigar has provided full building safety/plan review services to the City of
Laguna Niguel for more than six years. These services include Building Official
administrative services, building plan check, building inspections, code enforcement,
grading plan check, grading inspections, and public counter services.
Name of Agency:
Location:
Year Completed:
Project Manager:
Current Services:
Contact:
COUNTY OF LOS ANGELES
Alhambra
On-going
Bill Makshanoff
Plan Checking and Inspection Services
Raj Patel, Superintendent of Building
900 S. Fremont Avenue, Alhambra, CA 91803
(626) 458-3100
Berryman & Henigar is providing building and safety plan review and inspection services as
requested by the County of Los Angeles. Current assignments include plan check personnel al
the Alhambra headquarters and inspection personnel in their field offices.
CIVIL PLAN CHECK EXPERIENCE
Name of Agency:
Location:
Year Completed:
Project Engineer:
Current Services:
Contact:
CITY OF SAN CLEMENTE
San Clemente, CA
Ongoing
Daljit Marwah, PE (Engineering/Development Processing)
Development Review/Processing, Program Management, &
Engineering,
William Cameron, City Engineer
910 Calle Negocio, Suite 100, San Clemente, CA 92673
(949) 361-6120
Berryman & Henigar is currently providing development engineering management for the $1.5
billion Talega development for the City of San Clemente. This project is within the
jurisdiction of both the City and the County of Orange. These Agencies have established a Joint
Planning Agency (JPA) to allow the City to process the development still in the County
jurisdiction using City development standards. This will allow the City to annex the area in the
future while having been built to City requirements. Berryman & Henigar is providing the
development review for both the City and the JPA to maintain consistency of review. We are
specifically providing development services management, tentative and final map checking,
Improvement plan checking, transportation planning, water resource engineering, and
Proposal to Provide 1-2 ~
Building, Grading, & Improvement
Plan Check & Inspection Services
Section 1
Relevant Experience
environmental studies. Berryman & Henigar maintains continual documentation and updated
information on the status of all plans being processed which allows us to quickly answer any
inquiries regarding the status of plans. At the site plan and tentative map development stage,
our engineers and surveyors review the City's general conditions of approval and write
additional conditions as required. Our Project Manager attends the Development Management
Team meetings as a representative of the Engineering Division and presents the issues of
concern and the conditions of approval. We assist in the oversight for property annexations into
the City of San Clemente. Berryman & Henigar reviews all public improvement designs for
conformance to local standards and specifications. Our grading engineers review the grading
plans for any issues involving offsite areas and environmentally sensitive areas.
Name of Agency:
Location:
Year Completed:
Project Engineer:
Current Services:
Contact:
CITY OF TUSTIN
Tustin, CA
2001
Daljit Marwah, PE (Engineering Review)
N/A
B. J. Azarvand, Plan Checker/Senior Building Inspector
300 Centennial Way, Tustin, CA 92780
(714) 573-3100
r
t
C
1
c
~
We are under contract with the City for the Development Residential and Commercial Plan
Check Services for on site Plan Check Reviews, since 1990, to ensure compliance with City
Ordinances, Standards, and Conditions of Approval. Our reviews included Street Improvements,
Rough Grading Plans, Precise Grading Plans, Storm Drain Improvements, Erosion Control
Plans, and Hydraulics/Hydraulics. The major projects reviewed were as follows:
1. Residential Development, Tustin Ranch Estates
2. 130 Single-Family Detached Dwelling Units, Tustin Ranch
3. 114 Residential Homes on 106 acre site, Tustin Ranch, Pioneer Way
4. 98 acre, Residential Homes, Peters Canyon Road
Name of Agency:
Location:
Year Completed:
Project Engineer:
Current Services:
Contact:
CITY OF LAGUNA HILLS
Laguna Hills, CA
Ongoing
Daljit Marwah, PE (Engineering Review)
Engineering, Inspection and Development ReviewlProcessing
Ken Rosenfield, P.E. Director of Public Services/City Engineer
25201 Paseo de Alicia, Suite 150, Laguna Hills, CA 92653
(949) 707-2600
Berryman & Henigar initiated services and provided this new City with a Director of Public
Works/City Engineer and Traffic Engineer beginning in March 1992 through June 1995. Our
staff provided guidance and expertise to City staff on matters of County to City transition,
contract negotiations and organizational development. We also established departmental
procedures and standard forms for efficient operations of the Engineering and Building
departments. Fees for development processing and capital improvement requirements
were instituted and collected.
1-3
~
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
,t
;.
,.
.
.
..
.
"
,
,
.
..
.
..
..
.
..
..
..
..
..
.
.
.
.
..
,
..
..
..
..
..
..
.
..
11
-t
..
~
~
~
~
~
Section 1
Relevant Experience
We continue to maintain the counter services within the Public Works Department, receiving
and processing all Public Works permit applications and plan checks. We also are providing
construction administration and inspection services for capital improvement work as well as
staffing a complete Building Safety Department. Services include department administration,
plan check, inspections, public counter operation, files and record maintenance, public
information assistance, code enforcement, and effective interdepartmental coordination.
Name of Agency:
Location:
. Year Completed:
Project Engineer:
Current Services:
Contact:
CITY OF VORBA LINDA
Vorba Linda, CA
Ongoing
Daljit Marwah
Engineering, Inspection, & Development Review/Processing
Fernando Saldivar, Assistant City Engineer
4845 Casa Loma Avenue, Vorba Linda, CA 92686, (714) 961-7170
For 20 years Berryman & Henigar provided full service Plan Check, Construction Administration
and Inspection, City Engineer, Traffic Engineer, Landscape Architect, , Right-of-Way Agent, ,
Redevelopment Agency Engineer, and design services until the City brought these positions in-
house in late 1995. Currently, we provide development review, assessment engineering
services, golf course construction oversight, Resident Engineer support for two bridges and
Imperial Highway Smart Street construction, Contract Staff Engineer, capital improvement
design and construction administration / inspection, a successful program of grant funded
projects, and development of a Citywide geo-base infrastructure mapping.
Name of Agency:
Location:
Year Completed:
Project Engineer:
Current Services:
Contact:
CITY OF MURRIETA
Murrieta, CA
Ongoing
Bill Bixby, PE (Development Processing)
Anna. Beal, PLS/Joe Kooyers (Map Review)
Development Review/Proc.essing
Dan Clark, Assistant City Engineer
26442 Beckman Court, Murrieta, CA 92652, (909) 698-1040 ext. 240
Berryman & Henigar has provided development review/processing and map review services for
Murrieta since its incorporation in 1991. When the City first incorporated, Berryman & Henigar
initiated policies and procedures for the transition of development cases from the County.
Berryman & Henigar staff members were instrumental in writing the City's Grading Code and
Manual. We have continued to perform plan check and map reviews to ensure compliance with
City ordinances, standards, conditions of approval, and the Subdivision Map Act. Plans and
maps are coordinated with other City departments and government agencies in preparation for
recordation. Reviews include street improvements, rough grading plans, precise grading plans,
erosion control plans, on-site improvements, subdivision maps, lot line adjustments,
hydrology/hydraulic studies, easements, storm drain improvements, parcel mergers, and
vacations.
1-4
~
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
{8
~
'8
'3
~
1t
1! 1
:\'t
~
1)
~
,@
~
(~
'i1t
'it
'~
'~
't
,
't
-
1t
1t
it
it
,
"
,
~
~
~
--
"
--
--
~
~
--
~
-\
-\
-\,
6)
Section 2
Key Team Members
Berryman & Henigar has assembled an expert project team for the City of Tustin's Building and
Safety and Civil Plan Review and Inspection services. Our team members have been selected
for their outstanding qualifications that have been demonstrated through successful completion
of past similar projects. .
Bill Makshanoff, CBO, as your Project Manager, will be responsible for the delivery of our
services to exceed the City's plan review service-level goals. In this role, he is responsible for
the quality of all services provided by our staff. For many years Bill worked with many levels of
administrative, technical, professional, and construction personnel. His job function will be to
make certain that the City's priorities are carried out. He will direct staff to ensure timeliness for
plan reviews and re-checks and proper code compliance. Bill will serve as facilitator and ensure
that the plans are reviewed and processed in compliance with the City of Tustin's ordinances
and applicable code compliance including state regulations and federal mandates.
Greg Griffith, PE, CBO, will serve as your Project Engineer and provide QAlQC for all
building plan check and inspection work. Greg will lead and manage all building plan check
review and building inspection services. He will assess the workload and distribute plans to
ensure timely processing. He will direct staff to ensure cohesiveness and timeliness for plan
checks and rechecks, proper code compliance at jobsite inspections, and final approvals before
the Certificate of Occupancy is issued. Greg will direct the performance for both structural and
non-structural plan reviews and monitor Building Inspector performance. He will ensure that
these plans are reviewed and processed to address City ordinances and comply with applicable
codes, including state regulations and federal mandates.
Daljit Marwah, PE, will serve as your Project Engineer and provide QAlQC will lead and
manage all civil and grading plan check reviews including distribution of plans to ensure timely
processing. He will provide direction to staff to ensure code compliance during the plan check
and recheck processes, including compliance with all applicable City codes and ordinances.
These key staff members are fully committed to the City's building and safety and civil plan
check and inspection services from inception through completion of the contract. The
Organization Chart shown on Page 2-2 shows our comprehensive team of professionals, and
we have other staff available to the City. We invite and encourage the City to interview any and
all staff before final assignment to ensure a comfort level to fit your needs. The City will receive
consistency and continuity of service, which is vital in managing this type of contract, as well as
maintaining and growing our relationship with the City of Tustin.
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
2-1
..~~~~~~~~~~~~~~~~~~~~~~~~~~~~.......a...~.
Section 2
City of Tustin
I
Project Manager
Bill Makshanoff. CBO
I
Key Team Members
I
I
Building & Safety
Project Engineer
QAlQC
Grea Griffith. PE. CBO
Civil Engineering
Project Engineer
QAlQC
Daliit Marwah. PE
r
Construction
Management
Public Works Inspecto~s
Steve Symonds
Lowell Jacobson
Ray McMaster
I
I
I
Building & Safety
Plan Checkers
Dave Federoff, PE
Rocco Serrato, PE, CBO
AI Almond
Bobby Hariri
Building & Safety
Inspectors
AI Almond
AI Keller
Civil Engineering
Plan Checkers
Lori Wolfe, PE
Mo Lahooti, PE
Plumbing, Mechanical,
and Electrical Plan
Checker
Raymond Baltera
Traffic Plan
Checker
Bob Burch
Civil Engineering
Final Map Checkers
Mike Foreman, PLS
Joe Kooyers, PLS
Anna Beal, PLS
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
2-2
~
¡"
¡ ..$It
I .;$t
~
~
Jt
~
:Jt
-lit
~
.It
~
~~
;~
.~
'.,~
.~
~
:~
~
,~
-3
.~
.~
'.~
~
.~
.~
'~
'~
1\
~
1;\
i\
~
1:\
~
~
-1'
~
~
...,
-'It
Section 2
Key Team Members
Bill Makshanoff, cao
Project Manager
Education & Registrations
Various College Coursework (Civil Engineering and Construction Inspection)
Certified Building Official, CABO, # 1711
REPRESENTATIVE EXPERIENCE
As the Director of Building and Safety Services for Berryman & Henigar, Bill provides a full
compliment of Building Safety contract services, including building department administration,
plan check, and inspection services for cities and counties in Southern California. Bill brings
more than 35 years of experience directing building and safety administration, including plan
review, inspection, municipal code enforcement, and fire code review and inspection.
Bill also manages the on-call services for the following agencies:
. City of Chino Hills
. City of Irvine
. City of Monterey Park
. City of Newport Beach
. City of San Clemente
. City of Simi Valley
. City of Hemet (Fire plan check)
. City of Huntington Beach (Fire plan check)
. City of Orange (Fire plan check)
. County of Los Angeles
. County of Fresno
Manager of Building Inspection Services for:
. County of Los Angeles
. City of Lakewood
. City of La Mirada
. City of Irvine
. City of Laguna Beach
. City of Placentia
. City of San Clemente
. City ofTemecula
Building Department Administration, Cities of Laguna Hills, Laguna Niguel, and Rancho
Santa Margarita, Orange County, CA. As Building Official, currently provides full scope of
building department services adhering to the individual requirements currently on-going of each
city served. Responsibilities include Permit Technician counter assistance, over-the-counter
plan check, and plan check and inspection services. Also responsible for the collection of permit
fees and deposits, permit issuance, reporting, and file maintenance.
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
2-3
.'~
~
~
'"
~
~
~
~
"
.~
~
-~
:J\
'.~
.i\
~
.~
~
~
"
,
..
..
..
"'
..
.",
..
...
...
~
~
11
"
"
-~
"
"
"
"
"
"
--\
Section 2
Key Team Members
. Building/Safety, City of Rancho Cucamonga, CA. As the Building Official for nine years,
directed all code enforcement activities, including building and safety, municipal code
enforcement, and fire prevention for new construction. Managed a staff of 32 with a $3 million
budget. Implemented automated permitting program, represented staff to City Council and
Planning Commission, including preparing reports and making recommendations. Participated
in management meetings to develop City's goals, objectives, and budgets. Served as Secretary
to the Building Board of Appeals and the Handicapped Appeals Board.
Building/Safety, City of Downey, CA. Building Official for eight years, responsible for
overseeing the Building/Safety Division, consisting of building inspection, plan checking, public
counter assistance, and code enforcement. Supervised a staff of 16, managed budgets, and
wrote agenda, staff reports, ordinances and resolutions for City Council's consideration. Also
balanced a budget that had a previous deficit and implemented a proactive Property
Maintenance Code Enforcement Program and a proactive Sign Code Enforcement Program.
Served as the Secretary of the Building Board of Appeals and the Handicapped Appeals Board.
Major building projects included the renovation and enclosure of a regional shopping mall. Also
oversaw the building of Kaiser Health Care facilities and directed construction of a phased
industrial park.
Building/Safety, County of Los Angeles, Cities of Artesia and Cerritos, CA. 18 years of
experience in various inspection positions with the last eight years as the Building/Safety
Engineer Specialist serving as Building Official to the Cities of Cerritos and Artesia. Supervised
and coordinated all Building Division. activities relating to public and private construction with
other City departments. Assisted in preparing budgets and wrote reports.
Building Inspection, City of Cerritos, CA. Senior Building Inspector for major commercial
and industrial projects for compliance with all applicable building, electrical, plumbing, and
mechanical codes and various City ordinances and regulations. These projects included large
shopping complexes and industrial parks.
Building Code Administration, California Energy Commission/Blythe Electrical Power
Plant, City of Blythe, CA. Principal-in-Charge/Project Manager for the Blythe Energy Power
Plant, providing full building and safety plan check and inspection services including fire
protection to the Chief Building Official.
Building Code Administration, Orange County Transit Authority, Orange County, CA. As
the Building Official, provides building, electrical, plumbing, and mechanical plan checking and
inspection services. The project is a multi-building campus that includes agency administration
and maintenance facilities.
Building Code Administration, Juvenile Campus, County of Fresno, CA. Providing building
and safety plan review for a multi-building campus, including an administration building, a court
house, a prison, a clinic, and central plant facilities.
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
2-4
,;.:8
.~
~
.$}
$}
~
'"
'"
~
J~
~
~
~
.~
~
~
.~
,1\
'1\
'~
.~
1\
~
~
~
~
~
--
"
~
"
--
~
--
"
'\
"
"
"
'\
-\
-\
'\
Section 2
Key Team Members
Greg Griffith, PE, ceo
Project Engineer
QAlQC
Education & Registrations
Master of Business Administration, University of Phoenix, 2001
Bachelor of Science in Civil Engineering, California Polytechnic University, Pomona, 1986
Registered Civil Engineer: California, 61458
Registered Structural Engineer: Arizona, 34050
Registered Structural Engineer. Illinois, 018-005734
Registered Professional Engineer. Michigan, 47684
Registered Professional Engineer. Pennsylvania, 60319
Registered Professional Engineer. Virginia, 35940
Registered Structural Engieer, Idaho, 10613
Certified Building Official, #3594
Certified Plans Examiner, #1093577-60
REPRESENTATIVE EXPERIENCE
Greg brings over 20 years of building plan review and structural engineering experience related
to plan review of complex residential and commercial projects for various code requirements
including structural, fire/life safety, disabled access, and local ordinances. He currently serves
as the Building and Safety Plan Check Manager for the Berryman & Henigar Santa Ana office,
supervising plan review staff, assigning plans, and providing peer review for plan review for our
client Cities. His duties also include coordinating training and seminar schedules for the plan
check staff. Additionally, Greg served as the Director of Building and Safety for the Cities of
Walnut, La Verne, La Habra Heights, La Puente, and Desert Hot Springs.
Plan Check Review and Building Inspection Services, City of Walnut, CA. Building Official
responsible for supervising the plan check, inspection, and department clerical staff. Also
informed City Council members of pending legislation proposed by the California State
legislature regarding building code issues and how the proposed legislation would impact the
City. Worked closely with City Planning staff to provide the public with zoning information, such
as land requirements and supported staff in writing zoning variances and conditional use
permits. Also attended City Planning Commission and City Council meetings as requested by
the Community Development Director and prepared and administered the department budget.
Plan Check Review and Building Inspection Services, City of La Verne, CA. Building
Official, under the direction of the Community Development Director for the City. Responsible
for the supervision and coordination of building and safety plan check and inspection staff.
Administration responsibilities included assigning inspection schedules, reviewing and updating
the plan check log. Provided building code interpretations for architects, engineers and the
general public. Reviewed preliminary plans for architects to guide them through building code
criteria such as exiting and disabled access provisions, thereby assuring a speedy plan review
process for their projects.
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
2-5
.
,
,
,
.
,
,
,
,
,
,
,
,
,
\
,
,
,
\
~
,
,
þ
~
~
,
~
.
.
!
!
Section 2
Key Team Members
Building Official, City of Laguna Hills, CA. Responsible for interpreting the provisions of the
building code, ordinances and statutes and conferring with consulting engineers, architects,
owners and contractors to resolve questions posed or arising from review of plans,
specifications and engineering data.
Plan Review, City of Los Angeles, CA. Performed plan reviews to ensure plans were
applicable and conformed with codes and regulations. Calculated project valuation to determine
plan check fees and building permit fees. Wrote building permits and assisted general public
with plan checks. Represented the Building and Safety Department on the Project Review
Committee. Reviewed residential and commercial construction plans for compliance with
applicable City ordinances, building, zoning, energy and disabled access codes. Performed
plan review and recommended changes regarding life safety and structural items.
I.C.B.O. Regional Staff Engineer, WA. Building Plan Check Engineer on commercial,
industrial, and residential projects in the Pacific Northwest region. Performed reviews of
complex structural/architectural plans and calculations to ensure compliance with the UBC,
structural engineering principles, disabled access regulations and local ordinances.
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
2-6
*
'.~
~
.~
~
~
~~
I~
r~
r C"
. .1\
,1\
I
."
1\
1\
J\
~
~
~
~
~
11\
1\
~
~
1\
1\
~
~
~
~
11\
iî!I
11\
~
~
"'
"
~
,
~
,
,
"
Section 2
Key Team Members
Daljit Marwah, PE
Project Engineer
QA/QC
Education & Registrations
Civil Engineering, Punjab Polytechnic, India, 1959
Mechanical Engineering, West Coast University, Los Angeles, 1972
M.S. Financial Management, West Coast University, Los Angeles, 1974
M.S. Marketing Management, West Coast University, Los Angeles, 1975
Reflistered Civil Engineer: California, 1976, C26770
REPRESENT A TIVE EXPERIENCE
Daljit's 35 years of experience covers a wide variety of projects in the field of civil engineering,
land planning, grading, hydrology/hydraulics, sanitary sewer, storm drain, water system and
field observation support during construction. The extensive experience and knowledge makes
Daljit an excellent choice for all your civil engineering needs to verify and insure compliance with
the City, County, State and Federal regulations, as well as, adherence to codes and
professional standards.
Talega Develoment, City of San Clemente, CA. Daljit is the Project Engineer for development
review for both the City and the Joint Powers Authority to maintain consistency of review. He
specifically provides Development Services Management and oversees Tentative and Final
Map Checking, Improvement Plan Checking, Transportation Planning, Water Resource
Engineering, and Environmental Studies. Continual documentation and updated information on
the status of all plans is maintained. In order to avoid unnecessary research and phone time by
City staff, our staff fields inquiries regarding the status of plans. At the site plan and tentative
map development stage,' our engineers and surveyors review the City's general conditions of
approval and write additional conditions as required. His staff reviews all public improvement
designs for conformance to local standards and specifications. Our grading engineers review
the grading plans for any issues involving offsite areas and environmentally sensitive areas.
On-call Plan Check Review, City of Tustin, CA. As Project Manager, Daljit supervises
Development Residential and Commercial Plan Check Services. We have been under contract
with the City to provide on site Plan Check Reviews since 1990, to ensure compliance with City
Ordinances, Standards, and Conditions of Approval. Our reviews included Street Improvements,
Rough Grading Plans, Precise Grading Plans, Storm Drain Improvements, Erosion Control
Plans, and Hydraulics/Hydraulics.
On-call Plan Review, City of Laguna Hills, CA. Daljit serves as the Project Manager,
supervising the continued maintenance of the counter services within the Public Works
Department, as well as the receiving and processing of all Public Works permit applications and
plan checks.
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
2-7
-8
18
4
8
~
8
Jt
~
--
$t
--
"
"
~
~
~
î\
..
~
~
,
~
11
,
,
,
\
\
,
\
,
~
\
~
~
"'
"'
"'
"
Î
Î
ì
Section 2
Key Team Members
Development Review/Processing, City of Vorba Linda, CA. Project Engineer/Manager for
the oversight of development review and processing of citywide projects. Assisted in
development of the City's Subdivision Fees. Reviews for plan review have included:
. Hydrology and hydraulics studies
. Street improvements
. Storm drain improvements
. Rough grading plans
. On-site improvements
. Easments
. Lot line adjustments
. Parcel mergers
. Sanitary sewer
. Water improvements
On-call Plan Review Services, City of Murietta, CA. As Project Manager, Daljit supervises
plan reviews for the City. Berryman & Henigar has provided development review/processing and
map review services for Murrieta since its incorporation in 1991. When the City first
incorporated, Berryman & Henigar initiated policies and procedures for the transition of
development cases from the County. Berryman & Henigar staff members were instrumental in
writing the City's Grading Code and Manual. We have continued to periorm plan check and
map reviews to ensure compliance with City ordinances, standards, conditions of approval, and
the Subdivision Map Act. Plans and maps are coordinated with other City departments and
government agencies in preparation for recordation. Reviews include street improvements,
rough grading plans, precise grading plans, erosion control plans, on-site improvements,
subdivision maps, lot line adjustments, hydrology/hydraulic studies, easements, storm drain
improvements, parcel mergers, and vacations.
East Lake Village, City of Vorba Linda, CA. A master planned community for S&S
Construction Company, consisting of 2,600 single-family residential units, 15 acres of state of
the art man-made lake, 30 acres of commercial center, 8 acres of park site, tennis courts,
equestrian trails and 3 recreational centers.
Black Gold Golf Course, Vorba Linda, CA. Daljit was retained by the City of Vorba Linda to
review and approve all aspects of the development of this premier golf course. This included the
grading, landscaping, irrigation, club house, and access roads.
Talega Golf Course, City of San Clemente, CA. Daljit supervised the review and approval of
the development plans and special studies for this premier golf course in the Talega
Development.
Development Review/Processing; Various Cities and Counties of Los Angeles, Riverside
and Orange, CA. Project Engineer/Manager for the oversight of development review and
processing of citywide projects. Plans included grading of raw land parcels in both hilly and flat
terrain; land development plan check included grading of building sites, street improvement
geometrics and pavement structural sections, hydrology and hydraulic calculations for proper
drainage of local and collector streets and complete review of all infrastructure and serving
utilities.
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
2-8
~
-'"
if
~
~
it
--"
Jit
..
~
>1
..
..
..
;1
q
11
11
11
r$
..
~
r$
;1
r$
;1
q
q
;1
~
-r$
<1
r$
-;1
;1
;1
~
?
;1
~
<1
~
oj
Section 3
Scope of Work
BUILDING & SAFETY PLAN CHECK AND INSPECTION SERVICES
BUilDING & SAFETY PLAN CHECK
Berryman & Henigar proposes to provide turnkey building plan review services related to
building, structural, mechanical, plumbing, electrical, energy, and accessibility plan check
reviews for the Tustin Legacy.
1. Plan checks are completed by ICBO/ICC certified plans reviewers and engineers
licensed in the State of California. In general, our plans examiners are also cross-
trained as inspectors and can provided backup to the City should the need arise for
permit inspections. This gives maximum flexibility to the City since staff can be made
available to meet the varying needs of the City.
2. The specific tasks, codes, regulations, and ordinances are as follows:
,¡t Building Plan Review. We will provide a thorough architectural review of design
drawings and details for compliance with the City Building Code architectural
provisions, including provisions for safety glazing, building security and noise
insulation performance standards, to name a few.
,¡t Title 24 Energy Plan Review. We provide energy calculation review and field
inspection of energy law requirements. Because the energy regulations have been
radically modified and continue to change, considerable confusion in the building
industry has resulted. We provide a format that is easily understood by both the
inspector and the builder facilitating improved field relations and improved quality of
the end product.
,¡t Mechanical/Plumbing Engineering Plan Review. The California Mechanical Code
and Uniform Building Code is supported by ancillary codes such as the National
Electrical Code, Uniform Plumbing Code, Uniform Mechanical Code and any others
specifically designated and adopted by the City.
,¡t Structural Engineering Plan Review. We will provide a complete structural review
of design drawings, details, and calculations for both vertical loads and lateral
seismic and wind forces, in accordance with the Title 26 Building Code structural
provisions. Staff is familiar with the revised structural lateral requirements of this
code.
,¡t Electrical Engineering Plan Review. Our services include the review of electrical
plans to verify compliance with Title 27 and City Codes. Electrical review to verify
energy compliance is included in all projects in accordance with mandates from the
State Energy Standards for Non-Residential.
.¡' Civil Engineering (Grading, Drainage and NPDES). We respond to the critical site
requirements for each project. Plans are checked for compliance with City
requirements and grading quantities are verified for accuracy. Plans are further
evaluated in relationship to hydrology calculations and proper site drainage. In
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
3-1
~
~
"'
~
=-
~
,~
~
'"
~
~
.~
.~
',:\
-~
.~
,'\
'\
:\
,'"
,
"
'\
,"
-'\
-'\
"
-\
'\
,1
'\
'\
'-\
1
,,\
,1
'\
-)
1
,,\
1
,1
'")
Section 3
Scope of Work
addition, plans are evaluated for compliance with adopted NPDES standards,
related BMP's and erosion control measures.
ý" Title 24 Disabled Access Regulations. We will provide comprehensive
administration of the Disabled Access Regulations that the Office of the State
Architect mandates local jurisdictions to enforce. This applies to both new and
existing buildings.
ý' State Noise Ordinance. Our services include checking to see that the designer
properly addresses both interior and exterior noise intrusion and that the necessary
assemblies provide the required degree of sound attenuation.
..¡ Federal Flood Plain Regulations. Many jurisdictions have areas that, due to either
their proximity to water or their elevation, are subject to federal flood plain
regulations. Applicability will be checked, and if subject to these regulations,
Berryman & Henigar will provide enforcement of these regulations during both the
design and construction phase.
..¡ Other Agencies. We recognize the need to interface with the following agencies
during the plan check process. Orange County Health Department, OSHA, AOMD,
County Assessor and Recorder, OCFA, State Water Resources Control Board,
State HCD Mobile Home Division and Sanitation Districts.
3. Provide the applicant or his designee and the City of Tustin with a list of items needing
clarification or change to achieve conformance with the above regulations.
4. Perform all necessary liaison with the applicant or his designee, by telephone, fax, mail,
or meeting in its main office, and perform all necessary rechecks to achieve
conformance to the regulations.
5. Perform all necessary liaison with the Building Official or designee, by mail, telephone,
fax, e-mail, or meeting in its main office, to ensure compliance with C.B.C. Section 105
and 106 and to ensure compliance with local policy interpretations.
6. Perform plan reviews of revisions to plans 'that have previously been approved for permit
insurance.
7. Attend meetings related to proposed building projects at the request of the Building
Official at locations other than its office.
8. Note on the plan review correspondence to the City of Tustin:
.
The day of the week and date plans were reviewed
The day of the week and the date initial plan review was completed
The day of the week and the date the applicant's designee was notified that the
initial plan review was completed
The calculated number of work days to complete initial plan review
.
.
.
.
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
3-2
-~
.~
~
~
:'J!II
~
~
~
~
~
-'
-,
-,
,
:1\
,
,
,
~
~
~
~
-~
~
~
,
-,
"'
"'
"\
"\
;
"'
.;
-"\
.""\
""\
"'
:,
""\
Î
Î
~
Section 3
Scope of Work
BUILDING INSPECTION SERVICES
Berryman & Henigar will provide the City of Tustin, within 48 hours of notification, ICC certified
personnel for building safety inspection services during the construction phase of various
improvement projects, such as construction of building structures located throughout the Tustin
Legacy. Building Inspectors supplied by Berryman & Henigar shall provide the following
services:
1. Read and study project specifications, plans, and drawings to become familiar with
project prior to inspection, ensuring that structural or architectural changes have been
stamped as approved by appropriate authority and recognizing the need for and
requiring plan checks for electrical, plumbing, and mechanical code requirements.
2. Perform and document inspections on construction projects to determine that all aspects
of the project, such as foundations, building, electrical, plumbing, and mechanical
systems conform to the applicable building codes, zoning ordinances, energy
conservation, and disabled access requirements including known local, city, state, and
federal requirements.
3. Review plans for building construction, plumbing, electrical, and mechanical details prior
to making inspection.
4. Bring to the attention of the Building Official for approval of certain changes in building,
plumbing, mechanical, electrical, and related work consistent with code and ordinance
requirements.
5. Participate in reviews with fire, health, and other government agency inspectors, as well
as owners.
6. Maintain a record 9f non-complying items and follow up to resolution of such items.
7. Upon request, we will inspect existing buildings for substandard, unsafe conditions.
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
3-3
.~
~
"""
""
~
~
~
~
~
.~
~~
~
~
~
~
~
-=\
-=\
~
~
~~
~
~
.~
.~
.~
~
:"\
~
~
~
~
."
.~
-'\
.,
.,
~
,
,
,
,
,
Section 3
Scope of Work
CIVIL PLAN CHECK SERVICES
In general, the consulting engineering services to be furnished for this project will include, but
are not limited to the checking and review of final maps, parcel maps, traverse calculations,
drainage studies, public infrastructure improvement plans, cross sections, grading plans,
easement and right-of-way documents, lot line adjustments, parcel mergers,
conditional/certificates of compliance, title reports, engineering specifications, soils/geotechnical
reports, hydrologic/hydraulic studies, construction cost estimates, etc., prepared by outside
engineering firms for private development projects in conformance with the approved project
Conditions of Approval. Berryman & Henigar will prepare a final cost estimate in Excel format to
be used for bonding purposes and establishment of plan check fees. In addition, we shall
arrange and attend a meeting with the City Engineer upon completion of the first plan check
submittal. Our firm shall adhere to a two-week (14 calendar days) plan review period
(turnaround time).
SUBDIVISION MAPS
Subdivision maps are reviewed under the supervision of a licensed land surveyor for the
procedure of survey, mathematical closure, and compliance with the Subdivision Map Act, the
Land Surveyor's Act, the tentative map, the conditions of approval, and a current title report.
Some of the specific items that are reviewed or checked are as follows:
. Title sheet format and certificates
. Current legal description (consisting of title report and Tract Map)
. Correct assessor's parcel being subdivided (per title report and TRACT MAP)
. Closure of subdivision boundary and individual lots against traverse
. Closure of easements and right-of-way against traverse
. Verify lot areas against traverse
. Correct mathematics
. Clarity of drafting
. Proper delineation and identification of record data
. All appropriate data in title report shown on map
. Proper reference to adjacent recorded maps and ties thereto
. Proper reference and ties to foundlset monumentation
. Minimum lot sizes meet requirements of zoning or TRACT MAP
. Calculated, recorded, and measured distances agree, or variance noted on the map
. Subdivision or parcel map in substantial conformance with TRACT MAP
. On-map items identified by the subdivision resolution properly satisfied
. Boundary tied to California Coordinate System, where required
. Verify ownership shown on map against title report.
Berryman & Henigar will make staff available (as the City may direct) for communication with
the design firm for clarification of issues raised by the plan checker.
~
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
3-4
.-=-
~
~
~
~
~
~
~
~
~
'\
~
-'\
'\
-'\
"'
i\
"'
:~
"\
,
-"\
~
-~
,
"'
"'
~
~
""'
"'
~
-"\
-"\
-"\
-""\
-"\
"\
~
~
--"\
-"\
-"\
Section 3
Scope of Work
GRADING AND IMPROVEMENT PLAN REVIEW
General
The Berryman & Henígar plan check procedure ensures that project plans are thoroughly
reviewed under the supervision of a registered civil engineer. The efficiency of the plan review
process is enhanced by reviewing work that affects public rights-of-way, such as street
improvements, utility easements, drainage devices, encroachment permits, traffic flow, etc.,
concurrently with the plan review of on site developments. The plan check manager signs a
statement of responsible charge, stating compliance with City requirements, and review in
consideration of standard engineering practices. The actual review may include all or part of the
following tasks depending on the project. (These tasks may be amended and finalized in
conjunction with the City's established procedures.)
. Review plan sets for conformance with the project's conditions of approval, tentative
map, and City standards
. Check plans for clarity, general acceptability, format, and completeness
. Check ties, general mathematics, and design criteria
. Check plans against associated easement documents, subdivision or parcel maps, and
right-of-way documents
. Review proposed drainage patterns against existing drainage patterns; checking for
diversion
. Review plans for compliance with previous comments and correction of previous
discrepancies
. Review general notes, title block, signature block, benchmark data, quantities, basis of
bearings, and other general title sheet requirements
. Check for underground alert notification requirements in plans
. Summarize plan check comments and submit a written correction list to the City
. Obtain approvals from other departments/outside agencies, if required
. Compare the various plans to insure that there are no significant discrepancies
Grading Plan Checks
. Review plans for conformance with soils report
. Review plans to insure compliance with City codes and ordinances
. Review hillside setback distances
. Review for location of terraces, interceptor drains and brow ditches
. Review for daylight lines and cut/fill transition lines to insure finished grade properly
meets existing grade and top and toe of slopes are properly shown
. Review for requirements for permission to grade letters for offsite grading
. Review erosion control at outlets for storm drain and freeboard at inlets
. Review erosion control plans to insure compliance with Best Management Practices
. Review driveway slopes for minimum and maximum slopes
. Review side yard and rear yard cross sections
. Review pad, finished floor, HP elevation, and minimum/maximum slope of swales
. Review extra depth footing location and depth and utility lateral locations
. Compare grading plan with improvement plans
~
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
3-5
~
~
..
..
-
~
,
,
,
,
"
,
"
i\
.1\
1\
1\
i\
'!\
1\
~
.i\
1)
1)
~
1)
.~
,
,
-\
-\
--
~
-\
-\
-\
-\
-\
-\
-\
-\
-\
-\
Section 3
Scope of Work
Improvement Plan Checks
. Check plans for compliance with general design criteria established by City standards
for streets, curbs, gutters, sidewalks, street lights, approaches, storm drain and flood
control systems, underground wet utilities, signing, and striping
. Check plans against improvements required by subdivision resolution and tentative map
. Check data shown on plan against significant record data (previously approved plans)
. Check sight distance, line of sight and possible need for clear space easements
. Review pavement structural section to insure compliance with soils report
recommendation
. Review hydrologylhydraulic study against storm drain system. Check street capacities,
pipe capacities, hydraulic grade lines, velocities, inlet or outlet control, and other
hydraulic factors
. Compare storm drain systems and wet utilities with the City's master plan
. Review plans for possible utilities conflicts
. Check bonding estimate against plans
PROJECT REVIEW PROCESS
Generally, our review process will address these specific areas to ensure a quality project
review and efficient technical plan check.
A. Research of Record Information
B.
1.
With the first plan check submittal, Berryman & Henigar will research available City
engineering records such as final maps, parcel maps, survey ties, bench marks,
improvement plans, and tentative maps, etc., that the City knowingly has in its
possession. The City will make available City records on regularly scheduled
workdays. City copy machines will be made available to Berryman & Henigar to
reproduce any plans or other documents as necessary for the consultant's use in
performing the plan check.
The City will provide the project conditions of approval with the first plan check.
2.
Submission Format
1.
The firm shall check and review the maps, plans, specifications, and construction
cost estimate for conformance to the Tustin Legacy standards and practices.
Berryman & Henigarwill provide clear, concise, and complete plan check reviews to
include, but not limited to, boundary control, closure calculations, City title block,
project title; vicinity (location) map, north arrows, scales, general notes, construction
notes; quantity estimates, construction legend; telephone numbers of utilities and
other affected agencies and businesses; existing improvements; building locations,
entrances; drive approaches; water service location; sewer manhole lid and water
valve lid; cross gutters; pedestrian ramps; painting of traffic stripes and legends;
curb returns; details of private improvements to be constructed, reconstructed, or
relocated, such as driveways, parking lots, drainage devices 18 inches and larger,
other details that are of benefit to and/or requested by the City.
3-6
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
~
~
~
,
,
=-
,
,
,
,
:,
,
:,
:,
:,
"'
1\
1\
'1\
1\
'1\
."
\\
\\
1\
1Ij
~
~
~
1\
~
-'t
,
~
~
--'t
--'t
"'
'\
...
...
"'
'\
I Section 3
Scope of Work
All reviewed drawings, except cross sections, shall be prepared using permanent
drafting ink, and drafted on 24-inch by 36-inch Mylar sheets. No .stick-ons" will be
allowed. The originals of these drawings are considered to be the property of the
project proponent. They shall be submitted to the City, along with one clean set of
bluelines or similar drawings, upon completion of the final plan check or as
otherwise directed by the City.
C. Pre-Plan Check Meeting
Berryman & Henigar will pick up the first plan check submittal package from the City within 2
hours of notification by the City. The City will answer questions and provide guidance for the
review and research of City records for the submittal prior to checking the plans, maps, etc. A
cursory review of the initial package will be done to make certain that the plans are in a state of
completion that warrants a first check. If not they will be returned to the City for a revised
package.
2.
Submittals to City
1. Upon completion of the first plan check review, Berryman & Henigar will submit one
(1) set of redlines (checkprints) along with a preliminary construction cost estimate
for review by the City Engineer. The checkprints should be as complete and
accurate as possible in order to reduce the number of plan checks required.
2. We will perform subsequent plan checks to complete the plan checking process.
3. Our firm will coordinate final map, parcel map, lot line adjustments, parcel mergers,
conditional/certificate of compliance, grading plan reviews and approvals with the
City's Engineering, Building Safety Division, and the Planning Division.
4. Upon completion of the final plan check, Berryman & Henigar will submit one (1) set
of blueprints accompanied by the original reproducible Mylars and a final
construction cost estimate including City land development fee calculations to the
City. .
5. We will state on the original Mylars that we have reviewed the plans for conformance
with City standards and practices, and will recommend the plans for City approval.
The responsible engineer shall sign the statement.
6. Berryman & Henigar will provide a written statement on its letterhead that the
subdivision map conforms to the tentative map, the State Subdivision Map Act, the
project's conditions of approval, and the that the map is acceptable for recordation.
D.
Estimate of Quantities and Cost
1. The project proponent on forms provided by the City and included in the first plan
check submittal shall provide a preliminary estimate of quantities and costs.
2. We will prepare the final construction cost estimate. The final estimate of cost and
Public Works fees shall be based upon, and be in agreement with, the final quantities
as shown on the plans. Computations showing estimated quantities and costs, as
well as the sum totals and city land development fees shall be submitted to the City
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
3-7
."'-
.
8
,8
-
.
-
-
-
-.
-
-
-
-
-
-
"
1\
1\
"
"
"
~
~
~
'1\
'1\
-~
1!1
~
1 ¡
."
~
,
"
"
-\
-\
'\
--
'\
'\
-\
E.
G.
H.
I.
J.
Section 3
Scope of Work
on City approved forms using Microsoft Excel '97. The electronic forms are the
property of the City and shall be returned to the City when requested.
Sewer and Water Drawings
The project proponent shall provide to Berryman & Henigar sewer and water drawings
necessary to perform the sewer and water plan check. Berryman & Henigar shall review
these drawings for conflicts with City owned and operated infrastructure. Sizing and
capacity of these facilities is the responsibility of the City's consultant. Berryman &
Henigar shall prepare a final construction cost estimate. Computations showing
estimated quantities and costs as well as the sum totals and City land development fees
shall be submitted to the City on City approved forms using Microsoft Excel '97.
Post Plan Check Meeting
We will arrange a meeting with the City Engineer at City Hall upon completion of the first
plan check. The meeting will be held to discuss and answer questions regarding the
technical provisions, the design drawings, the subdivision map, conflicts in the design,
boundary, etc. We will then prepare a return transmittal to the project proponent. The
City shall return the first plan check to the owner.
Second and Subsequent Plan Checks
As has been the City's procedure in the past, the project proponent shall deliver second
and subsequent plan checks to the City. Berryman & Henigarwill pick up the plan check
package from the City upon notification. We shall return second and subsequent plan
checks to the City within seven (7) to ten (10) calendar days.
Project Reporting
We will provide written weekly reports to the City regarding the plan check submittals.
The reports shall include project identification, submittal dates, plan types, return dates,
and plan check submittal number. The reports may be e-mailed to the City.
Responsible Engineer/Surveyor
A California-registered Civil Engineer shall be the responsible engineer in charge of the
plan check process. A licensed Land Surveyor or California-registered Civil Engineer
authorized to practice land surveying shall be the responsible engineer/surveyor in
charge of the map and easement plan check.
3-8
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
.~
..
...
4
~
~
~
"'
"'
"'
"'
"'
.,
~
,
.~
~
~
~
"
."
~
"
~
~
1\
~
~
~
~
~
~
1',
1';
1';
:t,
~
~
--
~
~
--
--
Section 3
I
Scope of Work
PUBLIC WORKS CONSTRUCTION INSPECTION
Our construction field personnel are trained to handle a combination of on-site and off-site
inspection services including contract administration, construction engineering, roadway
construction, building construction, materials testing, structures inspection, electrical inspection
and construction staking responsibilities. Consequently, our field staff possesses a reputation
for providing more services with minimal staffing. We have the demonstrated ability to
provide qualified staff on short notice (within 24 hours for urgent requests) for both short-term
and long-term assignments.
Berryman & Henigar will provide the City with the most qualified and available personnel to staff
the designated projects. It is our explicit intent to provide individuals with the best possible
qualifications for our assignment. Our scope of inspection services includes:
Q Provide construction inspection to ensure that all projects are constructed in compliance
with the plans, specifications, and other governmental standards
Q Participate in pre-construction meetings and attend other meetings as required.
Q Provide inspection for the contractor during all hours worked
Q Conduct daily measurement of quantities of work performed
0 Monitor project progress as related to the contractor's Construction Schedule and report the
progress of work to the City on a weekly basis
0 Prepare daily constructionlinspection reports including photographic record
0 Ensure that the contractor verifies design survey line and grades
0 Ensure compliance of Underground Service Alert notification/delineation
0 Update daily "as-constructed" plans
0 Provide coordination among contractor, utilities, residents, business owners, and other
parties impacted by the project
0 Prepare for City review and signature correspondence with: contractor, designer, and
regulatory agencies.
0 Review qualifications of contractor-provided testing company and make recommendations
to the City
0 Coordinate materials testing and analysis and -ensure that corrective measures are
implemented
0 Preview all compaction and material testing certifications for compliance and prepare reports
for submittal to the City
0 Conduct weekly construction progress meetings and prepare notes
0 Provide quality assurance and ensure implementation of corrective measures
0 Coordinate with agency and contractor a public outreach program, whereby residents,
business owners, and other parties are informed of late closures and general progress of
the project
Q Resolve field problems, prepare and issue classifications with directions
0 Prepare monthly cost and progress reports
0 Prepare contract change order for City review and approval
0 Review contractor's weekly payroll for compliance with prevailing wages
0 Review contractor's progress payment requests and recommend for approval
0 Assist contractor in the staging of construction for colored concrete intersections
0 Assist City and contractor in developing a public information program
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
3-9
--
-
--
~
..
..
,
,
"
"
"
"
"
"
i\
'\
'\
'\
'\
'\
~
i\
Îo\
í\
~
1\
1~
~
~
~
~
,
,
"\
"\
,
,
,
"\
,
"\
"\
"'
. Section 3
Scope of Work
Project CompletionlWrap-Up
0 Ensure that "as constructed" plans are completed and submitted to the City for final review
IJ Prepare "punch list" of unfinished work, review with City staff and the contractor, and ensure
that it is completed before "Notice-of-Completion" is issued
0 Recommend final acceptance of the project by the City
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
3-10
I
r.
Ie
r-
..
.
..
""
.-
'"
-
'"
,-
till¡
."
11\
"
"
~
~
.~
.~
,~
ì~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
~
.
.
.
. Section 4
Project Methodology
PROJECT MANAGEMENT LIAISON
The Berryman & Henigar Project Team Assigned to the City Specializes in the Review
Process, Including a Project Manager, Plan Checkers, and Surveyors.
Berryman & Henigar has committed our most experienced key personnel to the City of Tustin to
meet the specific needs of the Tustin Legacy Project. This team understands your concern for
high quality performance and precise communications throughout the services we provide. The
close interaction of our Project Manager, Bill Makshanoff, CBO, with your Project Director is
considered an essential part of our consulting services. Bill is committed to the City and your
plan check and inspection projects to completion, coordinating all phases of the project. Our
Project Engineers assigned to the Building and Safety and Civil Plan Check and Inspection
service will attend pre-scheduled project meetings and provide the City with timely and
comprehensive project status reports.
Berryman & Henigar has an expert team of engineers and land surveyors that support this
review process. Their efficiency and our process is maximized due to our "focus" on thorough
and timely reviews with emphasis on the special needs of the of the City of Tustin.
Berryman & Henigar also maintains continual documentation and updated information on the
status of all plans being processed. Any inquiries regarding the status of plans that have been
forwarded to Berryman & Henigar for review can be directed to us to avoid unnecessary
research and phone time by City staff.
The Berryman & Henigar Plan Check Division is a "One Stop" Shop
Berryman & Henigar unde.rstands the importance of an efficient and quality plan check process
and delivery system. This system has evolved from our 28 years of providing development plan
check services to more than 40 agencies.
METHODOLOGY DEDICATED TO AN EFFICIENT AND SECURE PROCESS
Berryman & Henigar will provide a person dedicated to the City of Tustin for pick up and
delivery. Once plan checks are assigned by the City to our staff and we are notified, we will pick
them up immediately (within two hours) from City offices. Upon completion of the plan check we
will deliver the plans review package to the City staff assigned to the project. A secure "Plan
Check Office" with a counter window center at Berryman & Henigar is manned by plan check
coordinators during business hours five days per week. This office includes plan check files,
computer records, plan check receiving station, sign-in/sign-out log, and a readily available plan
check procedures manual. The status of each plan check may be found at a moment's notice
through our "Plan Tracker" system for efficiency in answering telephone inquiries. The Plans
package submitted to us must include the city approved site plan or tentative map and
conditions of approval.
*
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
4-1
.
.
.
.
.
...
..
..
..
.
.
.
..
..
..
"
..
-
"
-
.
.
,~
~
~
~
'~
~
~
fe
~
~
~
.~
~
~
l'
~
.
.
.
.
.
. Section 4
Project Methodology
RECORDS MAINTENANCE
Berryman & Henigar has Developed Files, Logs,
and Procedures Specifically for the Review Process.
Our plan log system tracks and maintains the following:
. Receipt date
. Transmittal dates
. Who is reviewing documents
. Who is in possession of documents
. Status of project
. Project description
. City's file number and project description
. Fees
Our document files are organized in two main categories: a Client Master and a Project File.
Client files contain the following:
. Request for proposal
. Proposal
. Contract/amendments
. Jurisdictional Information Sheet
. Ordinances, standards, and guidelines
. Correspondence
. Policies, interpretations, and procedures
. Invoices
. Preferred correction lists, forms, general notes, etc., as required for use by the City
Each project file contains items such as the following:
. Corrected lists
. Transmittal forms
. Calculations by plan checker
. Correspondence
. Copies of marked plans (where applicable)
PERFORMANCE OF TECHNICAL REVIEWS
Our Approach to the Review Process Ensures Consistency and Communication so that
Ordinances and Requirements are Met with a Minimum of Rechecks.
Berryman & Henigar is diligent in the enforcement of codes, ordinances, and standards and
strives to develop good community relations.
Our plan checkers maintain a Jurisdictional Information Sheet that addresses all specific and
pertinent information needed by the plan check staff, such as the required ordinance and design
manualslstandards, plan format, approval format, fee structure, method of transmittal, contact
person, and any special policies. Changes made by the City are incorporated and redistribut d
to all staff with the updated amendments.
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
r
4-2
..
.
.
..
""
8
~
~
~
~
e
'"
~
~
e
e
"
~
~
e
e
~
l'
~
~
~
~
~
~
~
~
~
,.,
'---
~
'--
~
'-
"
'-
~
'-
~
~
e
.
.
.
SectioQ 4
Project Methodology
Depending upon the size of the development and number of plan sets, we have been able to
maintain an average maximum turnaround time for reviews of ten (10) working days for
first check. On subsequent reviews the average turnaround time is approximately 5
working days.
PLAN CHECK CORRECTION LIST TRANSMITTAL
The plan review staff will develop correction lists, supplemental lists, and guidelines deemed
appropriate for each individual project. Those City standard correction lists will be maintained in
our Client Correction List File. Their use is referenced on our Jurisdictional Information Sheet
that all plan check staff reference at the beginning of each review. In this manner all projects
will receive a consistent review.
When plans are completed they are stamped on every page, signed, and forwarded by mail or
courier with a transmittal form directly to the City. The plan transmittal procedure used by
Berryman & Henigar eliminates the possibility of the plans being tampered with when being
forwarded for permit issuance.
Berryman & Henigar's transmittal forms are customized for use exclusively with engineering
plan reviews. They address items that could otherwise be easily missed between the plan
check phase and permit issuance.
ACCELERATED PLAN REVIEW
Berryman & Henigar Location and Defined Process
Enhances Our Ability to Provide Accelerated Plan Review.
Our office is five minutes from the Tustin City Hall, providing excellent communication and a
valuable resource to the Tustin Legacy for acceleration of the plan check process. We have a
specific and defined process for plan reviews and are able to devote additional personnel to
meet required deadlines. These additional persònnel are able to focus on projects requiring
more specific attention and critical schedules. Working directly with the developers and
engineers during the plan reviews, revisions may be handled very quickly and accurately. To
accommodate these critical schedules, overtime may be assigned on a project by project basis.
PLANTRACKPARTNEßM (Optional)
An added tool that we offer to the City at no cost is
our online tracking management system,
PlanTrackPartnerT~ This system allows your
agency to track the status of plans throughout the
plan check process in real time. You will be able to
access the tracking system through a secure
Internet site. Once the system is accessed, you
can see where the plans are in the checking
process, who is reviewing them, when they are due
to be finished, and the plan check comments. This
is a valuable way to maintain current information as
well as project history.
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
Hell.",""
"'".... I"'"
'.-F
r """"""..mmb.m",,..-
Secure Login through PlanTradtPartner7M
4-3
.
.
.
.
.
.
.
,.
..
.
,.
8
A
.
8
'8
..
'8
8
~
a
..
~
~
~
~
~
~
~
~
~
~
t
~
!
~
t
t
1
t
t
t
t
. Section 4
Project Methodology
Each team member would be given a user name and password that would allow him or her access
to the system. Our plan reviewers would also have access to the site for project collaboration
purposes. Built-in software viewers allow the team members to view all of the information without
having any additional software on their computers. This allows our Project Manager to coordinate
with any member of the team by phone or in person, referring to detailed aspects of the project by
accessing PlanTrackPartnerM.
Any project stakeholders your agency staff may wish to include can also access the site. For
instance, you can give access to developers so that they could see where plans are in the
process; reducing the number of information calls your Project Managers are currently taking. If
a stakeholder needs to be added later in the project, he or she can be added easily as well.
Usee Oovld Cba~.. Agency Clie" Neme, 00ay Wa'e, Olalrld
--:r:Jt:JiI.1..~;'"
Owner Nemo: ISolo"eP'oio"()wn~rll
Agency Plan Chock No: 16376 II
BHI Plan Chock No: Sole".BHIPIonCl>eckNo.1I
Projoc, Add"", Soled. Projo"""dro...
.-
..
...
111-
Once the system is accessed
your Project Managers can see
where their plans are in the
checking process, who is
reviewing them, when they are
due to be finished, and what
the preliminary comments are.
This is a valuable way to
maintain present information as
well as project history and will
mesh well with your current
system of scanning final
drawings as you can include a
link to the applicable project
with your .tif drawing files.
I!!II&&I .-1
You Can Locate Plans By Developer or Project Number
The website interface is extremely user
friendly. There are labeled buttons on the
right side of the screen, which provide access
to delivery and document status. On the left
is a list of stakeholder information.
The site allows instant e-mail access to team
members in order to post messages, request
information, or notify others of any changes.
We have found online project management
and collaboration to be extremely helpful in
both the design and project review phases of
projects, by augmenting the communication
process, keeping all members informed by
the click of a button.
""""
. .M.... ~,
P.". ...~",Em",
OHIJ."Io, "",..,
",...,c"""",,, ....-_.
,.."~""..
""",,,P,",CId<N,""
c..........."".
BH -.. Do.
P:;:;:-~: :::::::""_ConIor~" , I DEH ØIJBOIIO2
P.¡mOo._. ___ConIor
c,,;,.:.~:~:, œc.ow.o, :""" 1 T..,.. fJlZ/r=.
...~,""""N. ""
c"""....
_IB,OJ
..Yo_. .....
",.",c._.IB'"
........"C.""', ...
BIt,........
"'O~'.. ....
c...-;. _h_-......
r ~"kCh"""""""H,"C"""1
"""",,-,
n".œ".......,
...m.'
"'"""" ."
eo""'OM
""'m.d
9I2<'m2 ....
'....oor
..~.d
"'<1m2 ""
c."",...
, "'".. ".r=.
~¡¡¡I!iIW¡¡:1 ,~,.
_",:""~Io'_"',"'"
User Friendly Website Interface
4-4
~
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
.
.
.
..
~
,..
..
~
~
~
~
~
~
~
~
~
~
~
~
~
~
'~
~
~
~
~
~
~
(:\
~
:~
~
~
~
:j¡
~
~
~
~
e
"
.
.
Section 5
Quality Assurance
QUALITY ASSURANCE PROGRAM
Berryman & Henigar has an established companywide Quality Assurance Plan for plan check
and building inspection services that we implement on all our plan check and building inspection
projects.
The bottom line of Berryman & Henigar's Quality Assurance Plan is to deliver high-quality plan
check and building inspection services within established budgets and required turnaround
times.
PLAN CHECK PROCESS
Our quality assurance approach for plan checking includes:
./ Monthly reports on turnaround times - plan versus actual
./ Random calls to applicants to evaluate services and staff response
./ Random review of plans by a third party plan checker to evaluate quality of plan check
./ Set evaluation criteria for consistency in plan check services
./ Up-to-date training of plan checkers and encouragement for plan check certification
./ Training sessions on changes in building/safety codes
./ Periodic meetings between client and Principal-in-Charge to evaluate quality of services
./ Cross-training of plan checkers and building inspectors to provide knowledge and
understanding of inspection elements as they relate to the plan checking process
./ Preparation of an annual project report to evaluate performance and identify strengths
and weaknesses
./ Routine performance evaluations of each staff member
./ Use of web-enabled software to track and monitor plan submittals (available to City
and/or applicants as well).
BUILDING INSPECTION PROCESS
Our quality assurance approach for building inspection includes:
./ Monthly evaluation of response times
./ Random calls to applicants to evaluate services and staff response
./ Cross-training of building inspectors and plan checkers to provide knowledge and
understanding of plan checking elements as they relate to the building inspection
process
./ Up-to-date training of building inspectors
./ Encouragement to secure certifications in all disciplines
./ Periodic meetings between client and Principal-in-Charge to evaluate quality of services
./ Preparation of an annual project report to evaluate performance and identify strengths
and weaknesses
./ Routine performance evaluations of each staff member
./ Random ride-alongs with building inspectors by a senior staff member
~
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
5-1
.
.-
~
e
,-
,-
....
~
~
~
,-
,'"
,IiIIII
1i1'
J~
~
¡i"
'"
,~
,-
-
~
.~
,.::II!¡
-
~
~
~
~
,~
\~
,~
~
~
ð
ð
ð
="
"J
ð
ð
e
e
.
Section 6
Rates
Berryman & Henigar is fully capable of providing the full range of Building and Safety and Civil
Engineering Services as requested by the City of Tustin. We are proposing the following Fee
Schedule. However, upon entering into contract negotiations, we look forward to discussing fee
structure options in more depth.
PROPOSED FEES FOR BIJIlJ)IN(; AND SAFETY
PIAI\ IŒYIE\\ AN ) INSPHTIOI\ SERVICES '
Induding: First (,hcd, and '1\\0 I{c-chccks
Building Plan Review (complete) 90% of Jurisdiction Co]]ected Plan Check Fee
JO-day Turnaround(l st check)5-days(2nd check)
Electrical Plan Review Only $94.00/hour
Mechanical Plan Review Only $94.00Ihour
Plumbing Plan Review Only $94.00Ihour
Energy Plan Review Only $94.00/hour
Accelerated Building Plan Review 100% of Jurisdiction Co]]ected Plan Check Fee
7-day Turnaround(l" check)3-days(2nd check)
Structural Plan Review Only $1O9.00/hour
Architectural Plan Review Only $109.00/hour
Modification or Changes to Approved Plans $94.00/hour
Repetitive Plan Reviews 25% of Plan Check Fee
CLASSIFI CA nON HOURLY RATE
Building Official $112.00
Plan Check Engineer (Licensed P.E.) $109.00
Certified Plans Examiner . $94.00
Senior Building Inspector $75.00
Building Inspector $70.00
Administrative Staff $55.00
PROPOSED FEES FOR ('IVIL PL\N IŒVIE\\ A:\D II\SPE('TIO'-' SERVJ(ES
Civil Plan Checker I $122.00/hour
Civil Plan Checker II $1O9.00/hour
Project Engineer $163.00/hour
Landscape Plan Checker $1 1O.00/hour
Soil and Geology Review $ 134.00/hour
Inspector $79.00/hour
Senior Inspector $85.00/hour
Clerical $69.00Ihour
~
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
6-1
November 19,2003
The Power to Change
The Power to Build
Mr. Kbanh Nguyen, C.B.O.
Building Official
City of Tustin
Community Development Department
300 Centemlial Way
Tustin, CA 92780
SUBJECT: Plan Review of WQP I NPDS Submittals
Dear Kbanh:
In response to your request we are proposing the following individuals to assist the City of
Tustin in the review of the subject submittals.
. Mr. Daljit Marwah, P.E. will be assigned to complete the plan review (See attached
resume).
.
Ms. Erica Ryan will assist Mr. Marwah and the City of Tustin (See attached resume).
Enclosed are Mr. Marwah's and Ms. Ryan's resumes for your review. The proposed fee for
Civil Plan Review Services is Project Engineer at $1 63.00Ihour.
Thank you for the opportunity to be of service to the City of Tustin. We at Berryman & Henigar
look forward to assisting the City in this project and are available to provide other engineering
services as requested.
If! may be of further assistance, please call me at (714) 568-7300, ext. 7492.
~
W;¡limn (Ei11) 2i
Director of Building & Safety Services
Encl.
WM:pls
2001 E. First Street + Santa Ana, California 92705-4020
Tel: (714) 568-7300 + Fax: (714) 541-1029 + e-mail address: makshanoffrCa)bhiinc.com
An Equal Opportunity Employer
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. Section 2
Daljit Marwah, PE
Project Engineer
QAlQC
Key Team Members
Education & Registrations
Civil Engineering, Punjab Polytechnic, India, 1959
Mechanical Engineering, West Coast University, Los Angeles, 1972
M.S. Financial Management, West Coast University, Los Angeles, 1974
M.S. Marketing Management, West Coast University, Los Angeles, 1975
Registered Civil Engineer: California, 1976, C26770
REPRESENTATIVE EXPERIENCE
Daljit's 35 years of experience covers a wide variety of projects in the field of civil engineering,
land planning, grading, hydrology/hydraulics, sanitary sewer, storm drain, water system and
field observation support during construction. The extensive experience and knowledge makes
Daljit an excellent choice for all your civil engineering needs to verify and insure compliance with
the City, County, State and Federal regulations, as well as, adherence to codes and
professional standards.
Talega Develoment, City of San Clemente, CA. Daljit is the Project Engineer for development
review for both the City and the Joint Powers Authority to maintain consistency of review. He
specifically provides Development Services Management and oversees Tentative and Final
Map Checking, Improvement Plan Checking, Transportation Planning, Water Resource
Engineering, and Environmental Studies. Continual documentation and updated information on
the status of all plans is maintained. In order to avoid unnecessary research and phone time by
City staff, our staff fields inquiries regarding the status of plans. At the site plan and tentative
map development stage, our engineers and surveyors review the City's general conditions of
approval and write additional conditions as required. His staff reviews all public improvement
designs for conformance to local standards and specifications. Our grading engineers review
the grading plans for any issues involving offsite areas and environmentally sensitive areas.
On-call Plan Check Review, City of Tustin, CA. As Project Manager, Daljit supervises
Development Residential and Commercial Plan Check Services. We have been under contract
with the City to provide on site Plan Check Reviews since 1990, to ensure compliance with City
Ordinances, Standards, and Conditions of Approval. Our reviews included Street Improvements,
Rough Grading Plans, Precise Grading Plans, Storm Drain Improvements, Erosion Control
Plans, and Hydraulics/Hydraulics.
On-call Plan Review, City of Laguna Hills, CA. Daljit serves as the Project Manager,
supervising the continued maintenance of the counter services within the Public Works
Department, as well as the receiving and processing of all Public Works permit applications and
plan checks.
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
2-7
&*
'W
,
t
.
t
t
t
it
.
it
.
~
.
..
.
It
"
.
.
.
,
,
.
"
,
"
,
"
,
,
,
,
"
,
,
,
,
,
.
,
,.
,.
,
Section 2
Key Team Members
Development ReviewlProcessing, City of Yorba Linda, CA. Project Engineer/Manager for
the oversight of development review and processing of citywide projects. Assisted in
development of the City's Subdivision Fees. Reviews for plan review have included:
. Hydrology and hydraulics studies
. Street improvements
. Storm drain improvements
. Rough grading plans
. On-site improvements
. Easments
. Lot line adjustments
. Parcel mergers
. Sanitary sewer
. Water improvements
On-call Plan Review Services, City of Murietta, CA. As Project Manager, Daljit supervises
plan reviews for the City. Berryman & Henigarhas provided development review/processing and
map review services for Murrieta since its incorporation in 1991. When the City first
incorporated, Berryman & Henigar initiated policies and procedures for the transition of
development cases from the County. Berryman & Henigar staff members were instrumental in
writing the City's Grading Code and Manual. We have continued to perform plan check and
map reviews to ensure compliance with City ordinances, standards, conditions of approval, and
the Subdivision Map Act. Plans and maps are coordinated with other City departments and
government agencies in preparation for recordation. Reviews include street improvements,
rough grading plans, precise grading plans, erosion control plans, on-site improvements,
subdivision maps, lot line adjustments, hydrology/hydraulic studies, easements, storm drain
improvements, parcel mergers, and vacations.
East Lake Village, City of Yorba Linda, CA. A master planned community for S&S
Construction Company, consisting of 2,600 single-family residential units, 15 acres of state of
the art man-made lake, 30 acres of commercial center, 8 acres of park site, tennis courts,
equestrian trails and 3 recreational centers.
Black Gold Golf Course, Yorba Linda, CA. Daljit was retained by the City of Yorba Linda to
review and approve all aspects of the development of this premier golf course. This included the
grading, landscaping, irrigation, club house, and access roads.
Talega Golf Course, City of San Clemente, CA. Daljit supervised the review and approval of
the development plans and special studies for this premier golf course in the Talega
Development.
Development Review/Processing; Various Cities and Counties of Los Angeles, Riverside
and Orange, CA. Project Engineer/Manager for the oversight of development review and
processing of citywide projects. Plans included grading of raw land parcels in both hilly and flat
terrain; land development plan check included grading of building sites, street improvement
geometrics and pavement structural sections, hydrology and hydraulic calculations for proper
drainage of local and collector streets and complete review of all infrastructure and serving
utilities.
Proposal to Provide
Building, Grading, & Improvement
Plan Check & Inspection Services
BeI.t~n
J~r
2-8
ERICA RYAN
Project Engineer
,¡ 18 Vears Civil Engineering,
MasœrP~nandNPDES
Experience
Education & Registrations
B.S., Structural Engineering, University of California,
San Diego, Revelle College, 1989
Years with Berryman & Henigar: 4
,¡ Provides Coordination of
NPDES Regulatory
Compliance, Project Design,
Environmental Processing,
And Agency Permitting.
Professional Certificate in Air Quality Management,
1995 (2 Vear), University of California, San Diego
EXPERIENCE
Erica combines over 18 years of regulatory coordination and compliance, civil engineering
planning and design, construction coordination, and NPDES coordination for public agencies. In
addition, Erica has conducted extensive community outreach for public projects. This unique
combination of a technical background coupled with experience in preparation of regulatory
compliance program documents and public outreach provides invaluable insight to planning,
design, and construction issues, impacts, and mitigation. Her specific Project Experience
includes:
NPDES/Master Plan/Regulatory Documentation
As-Needed Stormwater/ Environmental Coordination, City of Poway, CA. Project Engineer
responsible for preparing Storm Water Pollution Prevention Plans (SWPPPs) and coordinating
any efforts to address Regional Water Quality Control Board (RWQCB)-related water quality
issues that arise on capital improvement projects.
Watershed Sanitary Survey Update, City of San Diego, CA. Project Engineer assisting the
City of San Diego in updating the Sanitary Surveys of ten watersheds encompassing roughly
900 square miles of watershed basins throughout San Diego County. The purpose of the
Sanitary Surveys was to identify potential existing and future contaminant sources in watershed
areas that could impact the water quality of the respective downstream reservoirs used for
domestic water supply. The surveys can also be used to develop watershed management and
control practices in order to comply with current and future water quality regulations.
The project involved 4 key components: 1) compiling a summary and evaluation of the 1996
Sanitary Survey; 2) Compiling a summary of the progress on the recommendations and BMP's
of the 1996 Sanitary Survey; 3) Summarizing the water quality monitoring data since 1996; 4)
evaluating the system's ability to comply with the IESWTR and D/DBR. Besides identifying the
recommendations and BMP's that were planned, implemented, or completed, assessments of
the effectiveness of the implemented recommendations and BMP's were performed. Also
analyzed the effect of current and anticipated water quality regulations. This included a review
of the existing water quality monitoring programs along with recommendations for modifications
or enhancements to the programs where deficiencies, if any, exist.
c:lfcctemplnpdes_ryan. erica.doc
Berryman & Henigar
ERICA RYAN
Project Engineer
Master Storm Drainage Plan Report, City of Oceanside, Oceanside, CA. Tasked with
preparing Draft and Final Summary Master Plan Reports for Drainage Facilities for the entire
City of Oceanside summarizing the results of inventory and analysis of existing and
recommended facilities, cost estimates, and recommendations.
404 Survey, Army Corps of Engineers (ACOE), Prescott, AZ. Prepared survey for 1,000-
acre residential project. Assisted in mapping jurisdictional waters of the United States and
writing technical assessment of survey.
404 Survey for 3,000-acre Project Army Corps of Engineers (ACOE), AZ. Assisted in
mapping jurisdictional waters of the United States and writing technical assessment of survey in
the location of two of the largest known Agua Fria River washes.
404 Survey for 7,000-acre Project, Army Corps of Engineers (ACOE), Sonoran Desert, AZ.
Assisted in mapping jurisdictional waters of the United States and writing a technical
assessment of survey. The Phoenix Army Corps of Engineers office accepted this survey
methodology as a precedent, and it is the current accepted standard for survey methods.
George Johnson International 404 Survey, Army Corps of Engineers (ACOE), AZ.
Assisted with survey for 3,000-acre residential project. Assisted in mapping jurisdictional waters
of the United States and writing a technical assessment of survey.
North County Multiple Habitat Conservation Plan, San Diego County, CA. Project Manager
responsible for biology data acquisition, compilation, and mapping for nine jurisdictions in
northern San Diego County. Responsibilities included project coordination with the San Diego
Association of Governments (SANDAG) GIS specialist.
Wastewater Treatment, Disposal, and Reclamation Study, Padre Dam Municipal Water
District, San Diego, CA. Prepared reclaimed water market analyses, which involved direct
contact with potential reclaimed water users, including golf courses, city agencies, and private
land owners to determine estimated future reclaimed water needs. Erica also prepared
wastewater treatment design, reclaimed water distribution system design, and local agency
coordination and economic analysis based on extensive fieldwork. Researched and archived
over 1,500 as-built drawings for existing utilities along 24,000 If of pipeline alignment. Also
assisted with plan and profile calculations for design.
Wastewater Treatment, Disposal, and Reclamation Study, City of Chula Vista, CA.
Prepared reclaimed water market analysis, wastewater treatment design, reclaimed water
distribution system design, and local agency coordination and economic analysis based on
extensive fieldwork.
Wastewater Treatment, Disposal, and Reclamation Study, Stagecoach Ranch
Development, Alpine, CA. Prepared reclaimed water market analysis, wastewater treatment
design, reclaimed water distribution system design, and local agency coordination and
economic analysis based on extensive fieldwork.
Wastewater Treatment, Disposal, and Reclamation Study, City of Oceanside, CA.
Prepared reclaimed water market analysis, wastewater treatment design, reclaimed water
distribution system design, and local agency coordination and economic analysis based on
extensive fieldwork.
c:\fcctemplnpdes_ryan, erica.doc
Berryman & Henigar
------------'----
ERICA RYAN
Project Engineer
Wastewater Treatment, Disposal, and Reclamation Study, Padre Dam Municipal Water
District, San Diego, CA. Prepared reclaimed water market analysis, wastewater treatment
design, reclaimed water distribution system design, and local agency coordination and
economic analysis based on extensive fieldwork. Researched and archived over 1,500 as-built
drawings for existing utilities along 24,000 linear feet of pipeline alignment. Also assisted with
plan and profile calculations for design.
Water Reclamation Distribution, Padre Dam Municipal Water District, San Diego, CA.
Developed an archival system for over 1,500 as-built drawings for existing utilities along 24,000
linear feet of pipeline alignment. Prepared plan and profile calculations. Key issues included
location of market customers through fieldwork and accuracy of existing utility location.
Water Reclamation Distribution System, San Elijo Joint Powers Authority, CA.
Responsibilities included coordinating as-built utility plans with 15 separate public and private
utility agencies for plan and profile design of 90,000 linear feet of pipeline in North County.
Researched plans to determine locations of existing water, sewer, storm drains, gas, electric,
and traffic controllers. Developed an archival data system to facilitate design accuracy for over
2,000 drawings. This was a high profile projeCt due to a proposed crossing of the San Elijo
Lagoon. .
Project Funding
Espola Road SANDAG Application, City of Poway, CA. Prepared Highway Capacity Method
(HCM) analysis and SANDAG qualitative and quantitative applications for project funding,
including preliminary construction cost estimates. estimates for the proposed widening of
Espola Road between Twin Peaks Road and Titan Way to its ultimate four-lane configuration.
Project involved assisting City of Poway staff with presentation materials and issue discussions.
The Project was ranked third out of 30 for funding by SANDAG panel. The City of Poway
received a half million dollars in funding for design.
Revolving Fund Application! Water Reclamation Distribution, City of Oceanside, CA.
Developed market data and performed field research and agency coordination for the City of
Oceanside's application for funding of a reclaimed water pipeline to distribute 7.0 MGD of
reclaimed water. Key issues were the development of profit/loss spreadsheets to meet State
Funding application requirements and schedule.
Preliminary Design Studies
Planning Study for Sewer and Water Replacement Group Jobs 726-729 & 735, City of San
Diego, CA. Project Engineer for the replacement of over 36,000 LF of sewer and water
mains in the community of Roseville on Point Loma. Efforts included identifying mains for
replacement based on material, maintenance history, breakages, slope, hydraulic performance,
and compliance to current design standards. Coordinated with City maintenance and
operations personnel, performed research and field investigation to determine existing
conditions and projections of future demands.
Group 692 Sewer Replacement, City of San Diego, CA. Project Engineer for the $2.4 million
project involving the replacement of approximately two miles of aging sewer mains in North
Park. Project involves preparing 100% design plans in Microstation format, preliminary and
c:\fcctemp\npdes_ryan. erica.doc
Berryman & Henigar
ERICA RYAN
Project Engineer
final cost estimates, hydraulic calculations and "Green Book" special provisions. One special
challenge is design of "replumbing" for over 30 existing parcels to allow abandonment of
existing mains located within residential backyards.
Cottontail Sewer Replacement Project Feasibility Study, City of San Diego, CA. Assisted
the City of San Diego in determining the constructability of a sewer replacement project. Key
project issues include potentially deep trunk sewers, viability of sewer lateral replumb depths.
Project components include providing recommendations to City staff, preparing detailed
construction cost estimates for each home, identifying construction issues, and identifying a
preliminary alignment for each private sewer lateral.
CEQA/NEPA Documentation
Channels ide Shopping Center EIR, San Diego, CA. Prepared a detailed environmental
analysis of air quality, geology, public facilities, and hydrologyl water quality. The Channelside
Shopping Center is a 32.5-acre major retail shopping center located adjacent to the
channelized portion of the Sweetwater River.
Bear Valley Parkway, City of Escondido, CA. Prepared a focused EIR for a three-mile
segment of Bear Valley Parkway with roadway widening and intersection realignment.
Presented the project at a public hearing. This was a high profile public project as it involved
eminent domain proceedings in a residential area.
East Mission Gorge Trunk Sewer EIR, San Diego, CA. Responsible for preparation of an
Initial Study and detailed environmental analyses for the issues of Land Use, Visual Quality,
and Air Quality for a 43,000 linear foot pipeline rehabilitation project. Calculated and evaluated
qualitative and quantitative construction emissions. A significant portion of the project was
located in the Mission Trails Regional Park near sensitive species and habitats. This EIR has
been submitted to the AEP awards program by the City of San Diego.
Environmental Documentation, Delano II State Prison EIR; Wasco State Prison EIR;
North Kern State Prison Emergency Bed Project EIR; RJD State Prison Emergency Bed
Project EIR; California Institute for Men State Prison EIR; Chuckawallal Ironwood State
Prison; Centinela State Prison Emergency Bed Project, California Department of
Corrections, CA. Conducted public facility capacity investigations and prepared detailed
environmental analyses for the issues of water, wastewater, solid waste, natural gas, and
electricity. Conducted an air quality impact investigation for criteria pollutants and carbon
monoxide hotspot potential of mobile traffic in local air basins by utilizing AQAT3, URBEMIS 5,
CALINE 4, and EMFAC modeling programs acceptable to four different air districts.
4S Ranch EIR, San Diego, CA. Prepared detailed environmental analyses of traffic circulation,
air quality, solid waste, and cumulative impacts for a 2,400-acre residential development
community. The CEQA analysis was based on interpretation of a detailed traffic report and
utilizing URBEMIS5 Program.
Kumeyaay Lake Camping Facilities, Mission Trails CA. Project manager responsible for
contract management, invoicing, and preparation of a focused EIR for a 70-acre camping
facility within the Mission Trails Regional Park. A key component of the project was the
investigation of pilot mitigation measures for the sensitive plant species Ambrosia pumila.
c:lfcctemplnpdes_ryan. erica.doc
Berryman & Henigar
ERICA RYAN
Project Engineer
Attended several public hearings and made project presentations. This was a high profile public
project.
Ahi Casino Sewer Line Crossing EA, Fort Mojave Indian Tribe Reservation, AZ. Prepared
Environmental Assessment for Proposed construction of a sewer line crossing over the
Colorado River to meet Federal environmental analysis standards for the Bureau of Indian
Affairs.
Las Montanas Supplemental EIR, San Diego, CA. Responsible for preparation of a detailed
environmental analyses addressing issues which included traffic circulation, air quality, water,
wastewater, dark sky, solid waste, cultural resources, and cumulative impacts. Prepared
quantitative and qualitative detailed environmental analyses for air quality based on a
project-specific traffic study. Analysis utilized URBEMIS5 Program for auto emissions
assessment and included a summary of local programs and baseline air quality for federal and
state standards. The project site included a 400-room resort hotel and 132 estate-lot residential
community, with associated golf course, equestrian facility, and tennis courts on 929 acres.
Assisted in coordination and final approval for environmental requirements between Caltrans
and the client for improvements and right-of-way reservation on State Route 94. Participated in
local community group planning sessions and coordinated processing of the document with the
County and Caltrans.
EI Centro Facility Remediation Project, EI Centro, CA. Prepared a mitigated negative
declaration and research for implementation of hazardous waste remediation on a 10-acre
chemical milling facility.
Maggio Ranch, San Diego County, CA. Prepared EIR, research and coordination for a 46 unit
residential development on 100 acres in San Diego County.
Mojave Casino NEPA EA, Fort Mojave Indian Tribe Reservation, AZ. Provided editorial and
technical assistance for preparation of an EA to meet Federal Gaming Regulatory Commission
environmental analysis standards for a 25,000 square-foot Class II Casino on the Fort Mojave
Indian Tribe Reservation.
Rios South, Otay River Valley, San Diego, CA. EIR preparation, research and coordination
for a 154 unit residential development located in the Otay River Valley portion of the City of San
Diego.
Seabreeze Farms, (City of San Diego, Carmel Valley) Prepared an air quality assessment for
traffic emissions for a 72-acre residential development and equestrian facility. Dust
suppression and odor suppression techniques were specifically identified for the equestrian
facility. The air quality assessment was included as an EIR section.
Torrey Highlands EIR, San Diego, CA. Prepared a quantitative air quality assessment for
traffic emissions, which was included in the EIR as a Technical Appendix. The project included
five separate land uses including 2,200 residential units, 150,000 sf commercial and two
schools. Scope of work included discussion of regional air quality plans, local monitored air
quality, and identification of sensitive receptors. Assessment included carbon monoxide
Hot-Spot analysis and construction emission quantification. A summary of the technical
appendix was prepared for the EIR.
c:\fcctemp\npdes_ryan, erica.doc
Berryman & Henigar
ERICA RYAN
Project Engineer
Project Design
La Jolla-Pacific Beach Trunk Sewer Chelsea Street Relocation, City of San Diego, CA.
Project Engineer responsible for preparing construction documents and assisting with bid
selection and construction. The project consists of constructing a new 21-inch diameter trunk
sewer to replace an existing trunk sewer, constructing new 8-inch diameter sewer collector
pipelines, extending an existing forcemain, and re-connecting sewer laterals (that are
connected to the existing trunk sewer and the existing sewer collector lines) to the new sewer
collector lines. The project area is along La Jolla Boulevard, from Midway Street to Tourmaline
Street, along Chelsea Street, from Colima Street to Wrelton Drive; and along Crystal Drive from
Wrelton Drive to Chelsea Street. Also included are the installation of new pedestrian ramps
within the project area, and re-surfacing of streets that are impacted by pipeline trenches. This
project is a high profile project requiring a high level of one on one contact with affected
property owners and communication with the community.
Sewer Pump Station 42 - La Jolla-Pacific Beach Trunk Sewer Chelsea Street Relocation
Project, City of San Diego, CA. Project Engineer responsible for the pre- planning study
conducted as part of the overall pre-design report for this project. Key aspects were
constrained site conditions located in a high profile residential neighborhood, identification of
interim pump station upgrades at the existing site to accommodate higher flows due to the
Chelsea Street Project, and preparation of preliminary drawings for the City to use as the basis
of bid documents to initiate recommended pump upgrades prior to completion of the sewer
replacement project.
Sewer Pump Station 5 Upgrade, City of San Diego, CA. Project Engineer responsible for
the preparation of the design drawings to upgrade this pump station from 1760 gpm to 4500
gpm due to the demolition of Sewer Pump Station 34. The design included upgrade of the
pump motors to 30 Hp, replacement of the pump impellers, drive shafts and bearing frames to
accommodate the flow. The force mains will be upsized to 16-inch pipe as part of this project.
A 700-foot 15-inch gravity sewer is included in this project to divert flow from Sewer Pump
Station 34 to Sewer Pump Station 5. Key issues for this project included coordination with the
BNSF Railroad Company for pump station access and license to do work on the BNSF property
where the pump station is located as well as crossing several railway tracks.
Sewer Pump Station 34 Demolition, City of San Diego, CA. Project Engineer responsible for
the preparation of the demolition plans for this 1948 pump station. Key issues for this project
included coordination with the BNSF Railroad company for pump station access and license to
do work on the BNSF property where the pump station was located. The City plans to divert the
flow from this pump station to Sewer Pump Station 5 located to the north on Harbor Drive.
Eastlake Parkway Wastewater Pump Station (660 gpm), City of Chula Vista, CA.
Responsibilities included assisting with structural, hydraulic and HVAC design. Also coordinated
contractor and owner concerns during the construction submittal review process
Mission Beach Pump Station (100,000 gpm), City of San Diego, CA. Assistant Project
Engineer, assisted in structural, hydraulic and HVAC design. Responsible for preparing
construction bid documents, cost estimates, and specifications within an environmentally
constrained pump station site. Coordinated City environmental site concerns with site design
and constructability issues.
c:lfcctemplnpdes_ryan. erica.doc
Berryman & Henigar
ERICA RYAN
Project Engineer
North Batiquitos Pump Station (1,100 gpm), City of Carls bad, CA. Project Engineer,
assisted with structural, hydraulic and HVAC design. Responsible for coordinating pump station
design and construction phasing within an environmentally sensitive site location on the edge of
the Batiquitos Lagoon. Prepared construction bid documents, cost estimates, and
specifications. Coordinated City and agency permitting and addressed environmental site
concerns.
Otay Lakes Pump Station (1,500 gpm), City of Chula Vista, CA. Assistant Project Engineer
coordinated pump station design with electrical requirements and performed hydraulic and
HVAC design. Coordinated structural design issues. Assisted with agency permits prior to
construction. Prepared construction documentation and specifications. Provided construction
submittal review.
South Chollas Trunk Sewer, San Diego, CA. Provided construction assistance for a 13,000
foot pipeline. Tasks included review of contractor submittal documents, weekly field reviews,
and resolution of field conditions for the owner.
Traffic Studies
Border Patrol Station, Imperial Beach, CA. Prepared a traffic study for a proposed 32,000
square foot expansion of the existing Imperial Beach Patrol Station to accommodate up to 600
agents. Analysis included three alternative site plans to comply with NEPA regulations.
Provided coordination with City of San Diego.
City of Long Beach Microsimulation, Long Beach, CA. Prepared a microsimulation analysis
using VISSIM software to assess the impact of proposed light rail car additions at congested
intersections.
City of San Marcos Microsimulation, San Marcos, CA. Prepared alternative signal location
analyses to assist decision makers with approval of a new signal.
Coronado Bridge Toll Removal Project, San Diego Association of Governments
(SANDAG), Coronado, CA. Prepared and managed traffic impact analysis for high profile
project to remove cemenUol1. Included analysis of over 20 intersections for 4 alternative future
scenarios. Prepared the assessment using Traffix network modeling. Project issues included
level of service, proposal of mitigation, future funding of public transportation, and hot spot
analysis. Also responsible for preparation of CEQA initial study checklist to assist SANDAG
staff and legal counsel to determine appropriate environmental documentation for the high
profile public project.
Parking Rate Study, San Diego Unified Port District, CA. Prepared parking rate study for
all district tideland areas. Key issues included shared parking and Public Beach access parking
rates.
Traffic Study, Alpine Community Center, Alpine, CA. Prepared a traffic study for a proposed
phased expansion of facilities for the existing Alpine Community Center. Facilities proposed for
expansion include a new 11,000 square foot community center building, 9,000 square foot
c:lfcctemplnpdes_ryan. erica.doc
Berryman & Henigar
ERICA RYAN
Project Engineer
library, new 3,000 square foot day care facility, relocating the soccer arena to the north, and
expansion of parking capacity.
UCSD Parking Structure Study and Traffic Microsimulation, San Diego, CA. Prepared
traffic impact analysis for. three scenarios to evaluate mitigation requirements for a proposed
parking structure on the University campus. Developed a microsimulation model to assist
planning at decision points.
UCSD School of Medicine Neighborhood Plan, San Diego, CA. Prepared traffic impact
analysis for circulation guidelines for future development on campus. Analysis included impacts
to City of San Diego intersections and identifying necessary intersection geometries for future
development. Also developed a traffic network using Traffix modeling software.
Valley Parkway, City of Escondido, CA. Responsible for preparation of environmental land
use and traffic technical studies and initial study documentation for a two-mile roadway and
intersection realignment.
Air Quality Studies
Rancho Santa Fe Bridge Widening Project, San Diego, CA. Conducted an air quality impact
investigation for criteria pollutants and carbon monoxide hotspot potential of mobile traffic in
local air basin by utilizing AQAT3, URBEMIS 5, CALINE 4, and EMFAC modeling programs to
meet Caltrans Study Requirements.
Southeast Fringe Roadway Widening Quality Assurance, Lincoln, NE. Provided technical
quality assurance support for preparation and modeling of air quality emissions and carbon
monoxide hotspots analysis. The project included eleven roadway segments, nine intersections,
and 27 potential sensitive receptors, and involved Federal Ambient air quality standards only.
Quality assurance involved review of model input and output as well as preparation of a final
report.
REFERENCES
Brad Kutzner, City of Poway
Jeff Passek, City of San Diego Water Department
Fred Luedtke, City of Escondido, Deputy Director of Public Works, (619) 432-4573
Barbara Redlitz, Principal Planner, City of Escondido, (619) 432-4546
c:lfcctemplnpdes_ryan. erica.doc
Berryman & Henigar
Scope of Services
The following is the itemized scope of services which the consultant is expected to
perform as a part of this Agreement.
Water Qualitv Manaaement Plan Review
1. Review WQMP, calculations, reports, and specifications for compliance with the most
recently enacted rules and regulations as adopted by the Federal, State, and local
legislative bodies. Included are:
. Latest NPDES permit issued by the California Water Regional Board
. City Water Quality Ordinance
. City Grading Ordinance
. City Local Implementation Plan
. County Drainage Area Management Plan
. City Grading Manual
. City Private Improvement Standards
. City Specific Plans
. City Conditions of Approval
2. WQMP review shall include the review and approval of routine structural and non-
structural BMPs, Inspection/Maintenance schedule for BMPs, and latest technology
used for structural BMPs.
3. Provide two copies of the plan correction list for each project reviewed. Provide
necessary communication with the applicant to assure understanding of all correction
items. Provide all necessary rechecks until the plan is in compliance. The
Consultant's plan review manager shall sign a statement that plans approved by the
Consultant comply with all requirements and standard engineering practice.
4. Attend meetings related to plan review at City Hall as requested by the Building
Official.
5. Provide a monthly plan check status report to the City of all assigned plans. The
report shall include turnaround time in working days for first and all subsequent
submittals.
6. Upon completion of a WQMP review, the Consultant shall send a questionnaire to the
applicant requesting comments on the performance of the Consultant. Copies of all
questionnaires returned shall be given to the City on a quarterly basis. The text of the
questionnaire shall be approved by the City within thirty (30) days of the execution of
this Agreement.
7. A copy of all plan check correction sheets used in performance of services shall be
submitted to the City within five (5) working days of the execution of this Agreement
for comparison to state regulations and Tustin City Code. Consultant shall amend
their correction sheets as necessary to be consistent with City codes.
180912.1
11
Comm.Dev.lRDA
CA 2/2004
EXHIBIT "B"
SPECIAL REQUIREMENTS
1. That Section 1.8 shall be added to read:
1.8 Conflict of Interest. In order to assure City that Consultant is not subject to any
conflict of interest, Consultant affirms that while Agreement is in effect, neither
Consultant nor any of its officers or employees will accept private work from or provide
services for any company whose project Consultant is plan checking or inspecting for
City. Consultant shall not accept a project from City if the project owner or applicant is
a client of Consultant or its officers or employees. If either City of Consultant thinks
there may be a conflict of interest involving any project, Consultant shall immediately
return plans or remove inspector from project. In the event of uncertainty about
whether a potential conflict of interest exists, Consultant shall advise Contract Officer
whose decision shall be final.
180912.1
12
Comm.Dev.lRDA
CA 2/2004
EXHIBIT "C"
SCHEDULE OF COMPENSATION and PERSONNEL HOURLY RATES
Attached hereto are:
1)
November 19, 2003 proposed fee letter.
180912.1
13
CommDev.lRDA
CA 2/2004
November 19, 2003
The Power to Change
The Power to Build
Mr. Khanh Nguyen, C.B.O.
Building Official
City of Tustin
Community Development Department
300 Centennial Way
Tustin, CA 92780
SUBJECT: Plan Review ofWQP / NPDS Submittals
Dear Khanh:
In response to your request we are proposing the following individuals to assist the City of
Tustin in the review ofthe subject submittals.
.
Mr. Daljit Marwah, P.E. will be assigned to complete the plan review (See attached
resume).
.
Ms. Erica Ryan will assist Mr. Marwah and the City of Tustin (See attached resume).
Enclosed are Mr. Marwah's and Ms. Ryan's resumes for your review. The proposed fee for
Civil Plan Review Services is Project Engineer at $163.00/hour.
Thanl< you for the opportw1ity to be of service to the City of Tustin. We at Berryman & Henigar
look forward to assisting the City in this project and are available to provide other engineering
services as requested.
IfI may be of further assistance, please call me at (714) 568-7300, ext. 7492.
~
William (Bill) ~
Director of Building & Safety Services
Ene!.
WM:pls
2001 E. First Street. Santa Ana, California 92705-4020
Tel: (714) 568-7300. Fax: (714) 541-1029. e-mail address: makshanof¥âì,bhiinc.com
An Equal Opportunity Employer
EXHIBIT "D"
SCHEDULE OF PERFORMANCE
1. Plan check services shall be performed within ten (10) working days and five (5)
working days for all rechecks. The actual due date will be established by the City for
each project before it is released to the Consultant. The time for performance shall
begin the same day a request for plan pick-up is made by the City. Projects shall be
picked-up within one (1) working day of the request. Reviewed projects and their
correction sheets shall be returned to City for release to the applicant within one (1)
working day of completion, but no later than the project due date.
2. The pick-up and delivery of projects from and to City shall be at no additional expense
to City.
3. If an applicant requests plan check issues be resolved in person, an appointment shall
be arranged for by the Consultant within one (1) working days, shall include the
applicant, Consultant and City, and shall be held at City Hall. If the City need not be
included, the meeting shall be held at the Consultant's office. The meeting shall be at
no additional expense to the applicant nor City.
4. Contract Officer reserves the right to request "fast tracking" of a project. The project
shall be reviewed by Consultant at a faster than normal plan review schedule.
5. For special service projects and reports, a Schedule of Performance shall be agreed
to by Consultant and City, and shall be incorporated into this Agreement upon
execution.
6. For plan checks requiring more than the initial plan check and two (2) rechecks for
approval, the Consultant shall meet with the Building Official for the purpose of
examination of unresolved issues prior to authorization for any additional plan checks
and/or fees. This meeting shall be scheduled by the Consultant within one (1) working
day of the completion of the third plan check and prior to release of any corrections to
the applicant.
180912.1
14
Comm.Dev.lRDA
CA 2/2004