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HomeMy WebLinkAboutInterwestDocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A AGREEMENT THIS AGREEMENT is made and entered into in the City of San Luis Obispo on by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and Interwest Consulting Group, hereinafter referred to as Consultant. W I T N E S S E T H: WHEREAS, the City wishes to retain Consultant to conduct plan review and inspection services under City Specification No. 2019-4006-01. WHEREAS, Consultant is qualified to perform this type of service and has submitted a proposal to do so which has been accepted by City. NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows: 1. TERM. The term of this Agreement shall be for three years from the date this Agreement is made and entered, as first written above. 2. INCORPORATION BY REFERENCE. City Specification No. 2019-4006-01, and Consultant 's proposal dated May 29, 2019 are hereby incorporated in and made a part of this Agreement and attached as Exhibit A. To the extent that there are any conflicts between the City’s Specification and this Agreement and the Consultant’s proposal, the terms attached as Exhibit B to this Agreement shall prevail, unless specifically agreed otherwise in writing signed by both parties. 3. CITY'S OBLIGATIONS. For providing services as specified in this Agreement, City will pay and Consultant shall receive therefor the agreed-upon percentage, and/ or fees, as stipulated in the Consultant’s proposal response attached in Exhibit A. 4. CONSULTANTS OBLIGATIONS. For and in consideration of the payments and agreements herein before mentioned to be made and performed by City, Consultant agrees with City to provide services as set forth in Consultant’s proposal and City’s specifications. 5. AMENDMENTS. Any amendment, modification or variation from the terms of this Agreement shall be in writing and shall be effective only upon approval by the Community Development Director of the City. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 6. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated herein by reference, shall constitute the complete agreement between the parties hereto. No oral agreement, understanding, or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral agreement, understanding, or representation be binding upon the parties hereto. 7. NOTICE. All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered or certified mail addressed as follows: City: City Clerk’s Office City of San Luis Obispo 990 Palm Street San Luis Obispo, CA 93401 Consultant: Interwest Consulting Group 1171 W. Shaw Avenue, Suite. 102 Fresno, CA 93711 8. AUTHORITY TO EXECUTE AGREEMENT. Both City and Consultant do covenant that each individual executing this agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party. IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. CITY OF SAN LUIS OBISPO, A Municipal Corporation By:_ City Manager APPROVED AS TO FORM: CONSULTANT City Attorney By: DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A EXHIBIT A May 29, 2019 P REPARE D FOR THE C ITY OF S AN L UIS O BISPO C OMMUNITY D EVELOPMENT D E PA RTMENT Response to Request for Proposals for B UILDING AND S AFETY , E NGINEERING D EVELOPMENT R EVIEW , F IRE P LAN R EVIEW AND I NSPECTION S ERVICES I N T E R W E S T C O N S U L T I N G G R O U P Ron Beehler, SE, CBO Director, Building Safety Services 1171 West Shaw Ave., Suite 102 Fresno, CA 93711 559.448.9839 www.interwestgrp.com DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A May 29, 2019 P R O P O S A L T O P R O V I D E Building and Safety, Engineering Development Review, Fire Plan Review and Inspection Services Specification No. 2019-4006-01 – Building & SA Prepared for the City of San Luis Obispo Eric Hagen, Chief Building Official 990 Palm Street San Luis Obispo, CA 93401 By Interwest Consulting Group, Inc. Ron Beehler, SE, CBO Director, Building Safety Services 1171 West Shaw Avenue, Suite 102 Fresno, California 95661 O | 559.448.9839 C | 916.204.3178 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 1171 WEST SHAW AVENUE, SUITE 102 ● FRESNO, CA 93711 ● TEL. 559.448.9839 ● www.interwestgrp.com May 29, 2019 Mr. Eric Hagen, Chief Building Official City of San Luis Obispo 990 Palm Street San Luis Obispo, CA 93401 RE: Response to Request for Proposals for Building and Safety, Engineering Development Review, Fire Plan Review and Inspection Services Dear Mr. Hagen, Interwest Consulting Group (Interwest) is pleased to present this proposal to the City of San Luis Obispo to provide Building and Safety, Engineering Development Review, Fire Plan Review and Inspection Services. We are large enough – over 400 employees – to serve all of your public and private project needs, yet small enough to ensure that we maintain focus and are responsive to the needs of the City of San Luis Obispo. We currently serve over 200 cities, counties and state agencies, including the municipalities of Paso Robles, Santa Clarita, Fresno, Tulare, Manteca and the University of California at Merced just to name a few. Our proposal in response to the City’s RFP provides a detailed overview of the plan review and inspection services we offer in the relevant disciplines being requested by the City of San Luis Obispo. Our proposed project manager possesses the experience and skills necessary to work with the existing City staff to successfully achieve established goals. Interwest does not intend on utilizing sub- consultants for this assignment. We view the keys to serving the City of San Luis Obispo are as follows: • Provide plan review and field inspection services for projects necessary to determine compliance with all applicable building and fire codes, development standards, City Municipal Codes (Title 15, Chapter 15.04) and state and federal laws • Meet or exceed the standard turnaround times for plan review • Provide a high level of customer service for internal and external customers • Balancing the need to ensure conformance to standards and regulations with the need for predictability, uniformity and efficiency • Balancing the needs of the community by providing as needed services to address peak workload demands, in order to maintain reasonable response times for department services I will serve as the City’s Principal-in-Charge and Jeff Janes, CBO will serve as Project Manager for this engagement. I am an authorized representative of Interwest Consulting Group able to bind the firm to all commitments made in this proposal. Contact information for both Jeff and I can be found below: Ron Beehler, SE, CBO Principal-in-Charge 1171 W. Shaw Avenue, Suite. 102 Fresno, CA 93711 rbeehler@interwestgrp.com O: 559.448.9839 I C: 916.204.3178 Jeff Janes, CBO Project Manager 1171 W. Shaw Avenue, Suite 102 Fresno, CA 93711 jjanes@interwestgrp.com O: 559.448.9839 | C: 559.593.1002 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 1171 WEST SHAW AVENUE, SUITE 102 ● FRESNO, CA 93711 ● TEL. 559.448.9839 ● www.interwestgrp.com Services will be directed from our Fresno office, which serves the entire Central Coast and Valley region with professional staff performing functions in all proposed disciplines. We have reviewed the terms and conditions identified in the City of San Luis Obispo’s Request for Proposal and Sample Agreement, Interwest Consulting Group does not have any issues or exceptions and would enter such agreement if awarded a contract. All terms identified within our proposal shall remain valid for at least sixty (60) days following the closing date established for receipt of proposals and has been prepared based on material contained in the RFP. We stand ready and available to complete the work outlined in the RFP and we appreciate the opportunity to provide these services to the City of San Luis Obispo. Please contact me if you have questions or concerns. Sincerely, Director, Building Safety Services Ron Beehler, SE, CBO DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A Tab l e of Con t ent s C O V E R L E T T E R S E C T I O N 1 Submittal Forms............................................................................................................. 1 Proposal Submittal Form .............................................................................................. 2 Certificate of Insurance .......................................................................................................3 Technical Specification Submittal Form ....................................................................... 4 References ...........................................................................................................................9 Statement of Past Disqualifications ...................................................................................10 S E C T I O N 2 Qualifications.................................................................................................................... 11 Firm Description ................................................................................................................11 Resource Locations ............................................................................................................12 Experience .........................................................................................................................12 Interwest Advantage .........................................................................................................16 Training, Education and Professional Experience .......................................................... 16 Dedicated Staff ....................................................................................................................... 16 Licenses & Certifications ....................................................................................................17 Statement of Disqualifications ..........................................................................................20 Additional Capabilities .......................................................................................................21 Resumes ............................................................................................................................22 S E C T I O N 3 Work Program .............................................................................................................. 38 Project Understanding .......................................................................................................38 Quality Control Measures ..................................................................................................40 Building Safety Processes ................................................................................................ 41 Plan Review Services .................................................................................................. 41 Building and Fire Inspection Services ......................................................................... 47 Plan Review Turnaround Timeframes ............................................................................ 48 Why Interwest Consulting Group ......................................................................................49 S E C T I O N 4 Compensation ............................................................................................................. 50 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 1 Subm ittal Forms The forms requested by the City of San Luis Obispo are included following this page. A. Proposal Submittal Form B. Certificate of Insurance C. Technical Specification Submittal Form D. References E. Statement of Past Contract Disqualifications SECTION 1 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 2 SECTION F: PROPOSAL SUBMITTAL FORMS The undersigned declares that she or he has carefully examined Specification No. 2019- 4006-01 which is hereby made a part of this proposal; is thoroughly familiar with its contents; is authorized to represent the proposing firm; and agrees to perform the specified work for the following cost quoted in full: PROPOSAL ITEM: Building, Engineering Development Review, and Fire Plan Review and Inspection Services Consultant Fee as a Percentage of Building Plan Check Fee 65% Consultant Fee as a Percentage of Fire Plan Check & Inspection Fee 68% Consultant Fee as a Percentage of Engineering Development Review Plan Check Fee 70% Structural Only Plan Review as a Percentage of the Building Plan Check Fee 35% Hourly Building Plan Review Fee $95 Hourly Fire Plan Review Fee $110 Hourly Engineering Plan Review Fee $135 Inspection Services upon request – Hourly Rate- Building $95 CASp Services upon request – Hourly Rate $110 Inspection Services upon request – Hourly Rate- Code $95 Inspection Services upon request – Hourly Rate- Fire $95 Inspection Services upon request – Hourly Rate- Engineering $135 Inspection Services upon request – Hourly Rate- Stormwater/NPDES $135 ❑ Certificate of insurance attached; insurance company’s A.M. Best rating: Listed Below. Travelers Insurance Co: A+ XV XL Specialty Ins CO: A+ XV Firm Name and Address Interwest Consulting Group 1171 W. Shaw Avenue, Suite 102 Fresno, CA 93711 Contact Ron Beehler, SE, CBO, Director, Building Safety Services Phone 916.204.3178 Signature of Authorized Representative Date 5.28.2019 ACORD INTERCON35 TM CERTIFICATE OF LIABILITY INSURANCE COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSR SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY Y Y 6806H441235 11/14/2018 11/14/2019 EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE X OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) $ 1,000,000 MED EXP (Any one person) $ 10,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 PRO- POLICY X JECT LOC OTHER: PRODUCTS - COMP/OP AGG $ 2,000,000 $ A AUTOMOBILE LIABILITY Y Y BA0J093233 11/14/2018 11/14/2019 COMBINED SINGLE LIMIT (Ea accident) $1,000,000 X ANY AUTO BODILY INJURY (Per person) $ OWNED AUTOS ONLY HIRED AUTOS ONLY SCHEDULED AUTOS NON-OWNED AUTOS ONLY BODILY INJURY (Per accident) $ X X PROPERTY DAMAGE (Per accident) $ $ A X UMBRELLA LIAB EXCESS LIAB X OCCUR CLAIMS-MADE Y Y CUP2F178249 11/14/2018 11/14/2019 EACH OCCURRENCE $4,000,000 AGGREGATE $4,000,000 DED X RETENTION $0 $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? N (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N / A Y UB8J034006 11/14/2018 11/14/2019 X PER STATUTE OTH- ER E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE - EA EMPLOYEE $1,000,000 E.L. DISEASE - POLICY LIMIT $1,000,000 B Professional Liab Pollution Liab Claims Made Y DPR9933966 11/14/2018 11/14/2019 $2,000,000 per claim $5,000,000 annl aggr. DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) As required by written contract or written agreement, the following provisions apply subject to the policy terms, conditions, limitations and exclusions: The Certificate Holder and owner are included as Automatic Additional Insured's for ongoing and completed operations under General Liability; Designated Insured under Automobile Liability; and Additional Insureds under Umbrella / Excess Liability but only with respect to liability arising out of the Named Insured work performed on behalf of the certificate holder and owner. (See Attached Descriptions) © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) 1 of 2 The ACORD name and logo are registered marks of ACORD 3 #S24307321/M24258040 KDMZP For Proposal Purposes Only SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE CERTIFICATE HOLDER CANCELLATION DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A Client#: 1086878 DATE (MM/DD/YYYY) 11/13/2018 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). PRODUCER USI Colorado, LLC Prof Liab P.O. Box 7050 Englewood, CO 80155 800 873-8500 CONTACT NAME: PHONE 800 873-8500 (A/C, No, Ext): FAX (A/C, No): E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : Travelers Property Cas. Co. of America (A+ XV) 25674 INSURED Interwest Consulting Group Inc P.O. Box 18330 Boulder, CO 80308 INSURER B : XL Specialty Insurance Company (A+ XV) 37885 INSURER C : INSURER D : INSURER E : INSURER F : DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 4 TECHNICAL SPECIFICATION SUBMITTAL FORM: The City is requesting proposals for Building, Engineering Development Review, and Fire Plan Review Services based on the following Technical Specifications. TECHNICAL SPECIFICATIONS – Building, Engineering Development Review, and Fire Plan Review Services Instructions: Complete the right-hand column indicating that the specification is acceptable or explaining an exception that you are proposing. Failure to complete the right-hand column may invalidate the proposal. SPECIFICATIONS Acceptable / Exceptions 1. Provide plan reviews of construction projects necessary to determine compliance with all applicable building and fire codes, engineering standards, and applicable laws. Acceptable 2. SCOPE A. Project, in general will consist of the examination, analysis, and review of plans for various construction projects within the City in order to determine compliance with all applicable construction regulations, including but not limited to local building regulations and amendments, as well as the California Building Standards Code (CAC Title 24), comprised of the latest adopted editions of the model codes with State amendments, and the State Housing Law (CAC Title 25) as adopted by the State of California and the City of San Luis Obispo. Dependent upon each specific project assigned, such plan reviews may consist of an examination of the structural, electrical, mechanical, plumbing, energy conservation, green building measures, fire and life safety, fire protection systems, hazardous materials management plans, grading, drainage to include stormwater and LID design requirements, geotechnical, onsite improvement, right-of-way improvements, and disabled accessibility features of the proposed project. Mapping projects may also be submitted for review for compliance with the Subdivision Map Act. Acceptable DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 5 The City shall provide the consultant with copies of code amendments and official code interpretations issued by the Building Official, Supervising Civil Engineer or Fire Marshal. Related consultant services such as the availability of certified inspection staff and/or a Certified Access Specialist (CASp) pursuant to SB 1608 is highly desirable. B. In regards to projects assigned by the Supervising Civil Engineer, improvement plan review will include the review of plans submitted for subdivision (residential) improvements, commercial developments, and infrastructure improvements within the City’s right of way. The plans shall be reviewed for conformance with local and other applicable (County, State and Federal) ordinances and standards with a strict attention to details. Plan check services may include, but are not limited to the following: • Evaluates plans and specifications for a variety of private development projects; reviews the work of contract professional and technical staff and coordinates their work with that of other city departments, outside agencies, contractors and consultants. • Grading Plans including mass grading, rough grading and precise grading plans • Street Improvement Plans including street widening, rehabilitation and new street plans • Storm Drainage Plans • Hydrology and Hydraulic Calculations and Reports • Traffic Plans including signing and striping plans, traffic detour, staging, site plans and signal plans • Engineer’s Cost Estimate for the related items of work forbonding purposes • Engineer’s Reports including but not limited to: Dust Control Plans, Storm Water Pollution, Low Impact development and Best Practices, Traffic Impact Studies, and Hydrology Studies • Prevention Plans, and Special Traffic Reports The tasks of the plan checker include: • To check for design conformance to: o The approved Tentative Map o Related Specific Plans o General Plan and City Ordinances o Conditions of Approval o City Standards o ADA/Accessibility Standards o The City’s Subdivision Plan Check List o Other Agency Requirements such as APCD, County of San Luis Obispo and CalTrans • To review plans for sound engineering practices. • To check for accuracy of design in conformance with the City’s most current Plan Check List. Acceptable DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 6 • To check general mathematics and design criteria. • To call for redesign of any portion of plans that: o Will not function due to poor engineering. o Is not consistent with the Approved Tentative Map or Conditions of Approval. o Will be potentially unsafe to the public. o Impractical to construct C. Inspections will include review and interpretation of approved construction documents and inspection of construction for compliance with the various applicable codes (listed under the plan check services above). Inspections may include investigation of construction performed without a permit to determine appropriate enforcement action required to correct any violations that may exist including violations of City Municipal Code Title 15 and Title 17 violations. Acceptable 3. REQUIREMENTS A. Consultant shall utilize employees to perform the plan reviews who are certified as Plans Examiners through the International Code Council (ICC) and who are provided with a reasonable degree of annual training in accordance with the requirements of AB 717 (Health and Safety Code 18965 et seq.). Consultant shall utilize employees to perform inspections who are certified as required either by the International Code Council, California Association of Code Enforcement Officers or American Public Works Association and who are provided with a reasonable degree of annual training in accordance with the requirements of AB 717 (Health and Safety Code 18965 et seq.). B. A California Registered Engineer or Licensed Architect employed by the Consultant shall review the portion of plans that involve Engineering design. A Registered Fire Protection Engineer shall review projects involving fire protection systems or hazardous materials management plans. A Licensed Land Surveyor or qualified Registered Civil Engineer shall review mapping projects for compliance with the California Subdivision Map Act. C. The standard turn-around time for assigned plan reviews shall be 10 (ten) working days for the initial review and 5 (five) working days for rechecks. Consultants shall pick up and deliver plans daily to the Department unless the Building Official, Fire Marshal, or Supervising Civil Engineer approves alternate arrangements. An overnight courier or postal service may be used by the Consultant at their expense. D. Projects shall be assigned at the sole discretion of the Building Official, Fire Marshal, or Supervising Civil Engineer. The City may use its own employee and/or other independent Consultants to perform plan reviews in addition to any such work assigned to Consultant. The volume of plan reviews is dependent upon economic conditions that are outside the Acceptable DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 7 control of the City. Consequently, there is no guarantee provided as tothe minimum or maximum volume of work that may be assigned to a Consultant within any given time period. E. In the course of the plan review process, the Consultant shall avoid situations involving an actual or potential conflict of interest, shall act as an agent and a deputy of the Building Official, Fire Marshal or City Engineer, and shall act in the interest of the City and the citizens of San Luis Obispo. Consultants shall provide no services for any private client within the corporate boundaries of the City during the contract period. F. Consultant shall have electronic plan review capabilities and offer these services upon request. Acceptable 4. COMPENSATION A. Proposals shall include the consultant’s expected compensation expressed as a percentage of the City’s plan review fee as determined in accordance with the attached Schedule of Fees (Attachment A). The proposals should also include the consultant’s expected compensation for structural only plan reviews as a percentage of the City’s plan review fee. The consultant’s plan review fee shall be considered the full compensation for all plan review performed through the second recheck. Thereafter, the consultant may charge any additional plan review time at their agreed upon hourly rate if the base plan review fee is not adequate to cover the consultant’s cost for the review. B. Projects not assigned a plan check fee by the Building Official, Fire Marshal or Supervising Civil Engineer are to be billed by the consultant to the City based on the hourly rate and the actual plan check time in one-half hour increments. The consultant’s current accumulated plan review hours, to be billable, must be specified on each transmittal sheet accompanying the plans. The final transmittal sheet accompanying the approved plans must indicate the total accumulated hours. Hours not indicated on the transmittal sheets shall not be billable and will not be paid by the City. C. The Building Official, Fire Marshal or Supervising Civil Engineer may assign any plan review at an hourly rate rather than based on a percentage of fees at his/her sole discretion. D. The hourly rate for on-call Building inspection services shall be specified. Acceptable DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 8 E. The hourly rate for on-call Code inspection services shall be specified. F. The hourly rate for on-call Fire inspection services shall be specified. G. The hourly rate for on-call Engineering inspection services shall be specified. H. The hourly rate for on-call Stormwater/NPDES inspection services shall be specified. I. The hourly rate for CASp services, if available, shall be specified. J. The Consultant shall invoice each applicable department for services rendered on a quarterly basis. Acceptable DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 9 REFERENCES: Number of years engaged in providing the services included within the scope of the specifications under the present business name: Interwest Consulting Group, Inc. Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the services included with the scope of the specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference No. 1: Agency Name City of Paso Robles Contact Name Brian Cowen, Chief Building Official Telephone & Email 805.237.3850 | building@prcity.com Street Address 1000 Spring Street City, State, Zip Code Paso Robles, CA 93446 Description of services provided including contract amount, when provided and project outcome Interwest has provided plan review services to the City of Paso Robles since 2015. The contract is open ended and budgeted amounts vary based on service demands. Reference No. 2: Agency Name University of California, Merced Contact Name Michael McLeod, Vice Chancellor Telephone & Email 209.228.4414 | mmcleod@ucmerced.edu Street Address 5200 N. Lake Road City, State, Zip Code Merced, CA 95343 Description of services provided including contract amount, when provided and project outcome In January 2016, Interwest was selected to provide Plan Review and Inspection services for the University’s 2020 Campus Expansion Project. This project will provide significant amounts of new teaching and research facilities, housing, athletics and support space for UC Merced. The ultimate result will be a vibrant, collaborative and sustainable campus that can accommodate 10,000 students. This project is expected to be completed in the Fall of 2020. Contract amount- $14,500,000 with timelines / schedule being met. Reference No. 3 Agency Name City of Manteca Contact Name Brad Wungluck, Chief Building Official Telephone & Email 209.459.8000 | bwungluck@ci.manteca.ca.us Street Address 1001 W Center Street City, State, Zip Code Manteca, CA 95337 Description of services provided including contract amount, when provided and project outcome Interwest has provided plan review and inspection services to the City since 2014. Our current contract amount is $500,000. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 10 STATEMENT OF PAST CONTRACT DISQUALIFICATIONS The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial difficulties, project delays, or disputes regarding work or product quality, and if so to explain the circumstances. ◼ Do you have any disqualification as described in the above paragraph to declare? Yes ❑ No ❑ ◼ If yes, explain the circumstances. Executed on May 28, 2019 at Interwest Consulting Group, Inc. under penalty of perjury of the laws of the State of California, that the foregoing is true and correct. Signature of Authorized Proposer Representative DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 11 Q ualification s SECTION 2 F IRM D ESC R IPTION The seamless integration of municipal service professionals in support of public agencies has been our purpose since Interwest Consulting Group formed in 2002. Interwest was founded by individuals with a passion for serving municipalities. We currently employ more than 400 professionals spanning a multitude of disciplines within building safety, fire, city engineering and public works departments throughout California. Our Building Safety Division contains more than 200 plan reviewers, inspectors, permit technicians and administrative personnel. Our diverse staff provides us with the resources and capability to perform the work contained within this proposal on an on-call and as-needed ongoing basis. We currently serve more than 200 cities, counties and state agencies. Our talented building safety staff have the knowledge and understanding of the development process necessary to work collaboratively with the City to maintain services provided by the Community Development Department. Our firm was awarded the 2018 Industry Achievement award by CALBO due to our commitment and involvement in the building safety industry. We offer experienced and licensed engineers, highly qualified and ICC certified building officials, ICC certified plans examiners, ICC certified building inspectors, ICC certified permit technicians and ICC certified fire plans examiners and fire inspectors with extensive experience. All our personnel are knowledgeable jurisdictional staff and understand the procedures, policies and deadlines necessary to keep building departments running smoothly. We work strictly for public agency clients, thus avoiding any conflict of interest. Our highlights include: • We currently furnish plan review services to many California cities, including of Paso Robles, Santa Clarita, Tulare, Fresno, Manteca and the University of California at Merced as well as many other California jurisdictions. • We provide as-needed building department staffing for many California cities, including Santa Clarita, Tulare and Manteca and the University of California at Merced as well as many other California jurisdictions. • Our body of experience encompasses successful solutions for transitioning, personnel augmentation at all levels, and development of services, policies and procedures throughout all aspects of municipal government. • Our technical and administrative staff is highly trained, attending seminars and code development sessions, and educational conferences to keep current on up-to-date industry methods and information. Our staff has also successfully developed and presented building code related training on behalf of multiple professional organizations throughout California including local ICC Chapters, CALBO, APWA and the League of CA Cities. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 12 RES OUR C E L O CAT ION S Our convenient locations and responsive staff help you get what you want, when you need it. EXPER I ENCE The following project descriptions are a small sample of the types of recent projects for which we have provided plan review and inspection services. Our staff have extensive experience providing services for numerous new and remodeled commercial, OSHPD 3 medical facility, industrial, retail, tenant improvement, multi-family residential and custom residential projects. We have also provided services for multiple master plan development projects and publicly owned building projects. HOTEL CHEVAL | Paso Robles, CA Interwest is providing full plan review for this 20-room boutique hotel. The 41,475 square foot hotel is two stories with a basement and includes R-1, S-2, A-2, A-4 and B Occupancy Groups and is Type V-B Construction. NORTHERN CAL I FO R NIA 1171 West Shaw Ave., Suite 102 Fresno , CA 93711 559.448.9839 Phone 9300 W. Stockton Blvd., Su ite 105 E lk Grove, CA 95758 916.683.3340 Phone 521 Capitol Street Vallejo, CA 94590 925.462.1114 Phone 1613 San t a Clara Drive, Suite 100 Roseville, CA 95661 916.781.6600 Phone NEVADA 4815 W. Russ ell Road, Suite 11K Las Vegas, NV 89118 702.476.2200 Phone COLORA DO P.O. Box 18330 Boulder , CO 80308 303.444.0524 Phone 1218 Ash Street, Suite A Windsor, CO 80550 970.674.3300 Phone SOUTHERN CALI FORNI A 150 N. Santa Anita Ave., Ste. 300 Arcadia, CA 91006 626.821.1815 Phone 15140 Transistor Lane Huntington Beac h, CA 92649 714.899.9039 Phone 1500 S. Haven Ave., Suite 220 Ontario, CA 91761 909.705.5957 Phone 431 S. Palm Canyon Drive, Suite 200 Palm Spring s, CA 92262 760.417.4329 Phone 316 Tejon Place Palos Verdes Estates, CA 90274 714.899.9039 Phone 24 South D Street, Suite 100 Perris, CA 92570 951.943.6504 Phone 9519 Chamberlain Street Ven tura, CA 93004 805.659.0017 Phone DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 13 FIVE KNOLLS COMMUNITY | Santa Clarita, CA Interwest provided complete architectural, structural, mechanical, electrical and plumbing plan review for this 247-acre, master- planned community with homes ranging from 2,000-3,400 square feet. These are wood framed homes with the construction type of VB and occupancy type R3. Thoughtful planning and natural elements join six new residential neighborhoods to be surrounded by natural trails, open space and an abundance of recreation and five distinctive knolls. Plan review consisted of all single family models, recreation centers and park buildings. FRESNO COMMUNITY REGIONAL MEDICAL CENTER (CRMC) | Fresno, CA Interwest provided plan review services for the Fresno Community Regional Medical Center (CRMC) expansion – a 58- acre, $350 million project comprised of a 5-story, 180,000 SF Medical Office Building (MOB) and a 5-story Parking Structure with approximately 427,900 SF of parking. Interwest staff provided complete building department plan review services on behalf of the City of Fresno for the CRMC MOB and Parking Structure. Submitted documents were reviewed for compliance with the applicable provisions of the following codes and associated referenced standards, with City of Fresno Amendments: 2013 California Building Code Title 24. The CRMC MOB is constructed of structural steel framing supporting composite concrete over steel decking at the floor and roof levels. The foundation consists of conventional spread footings. The lateral force resisting system consists of moment resisting steel frames. The exterior cladding for the project consists of light gauge steel framing supporting anodized aluminum panels and glazing. The MOB has occupancy classifications of B, S, and I-2.1, and Type IA fully sprinkled construction. The CRMC Parking Structure consists of concrete decks supported by concrete beams and columns, with post-tensioned, cast-in-place concrete construction supported by post-tensioned cast-in-place concrete beams, which in turn are supported by conventionally reinforced cast-in-place concrete columns. The lateral force resisting system consists of either concrete shear walls or concrete moment frames. The exterior cladding consists of concrete panels or walls. Interwest staff provided up to three (3) plan reviews of the project’s final 100% Construction Documents for each of the phases proposed for the MOB and Parking Structure. We prepared review letters identifying elements of the final 100% Construction Documents that did not comply with the applicable provisions of the noted building codes. Electronic copies of all plan check letters and correspondence were distributed to the project designers, CRMC representatives, Contractor, and the City of Fresno Building Official. 14 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A GREAT WOLF LODGE | Manteca, CA Interwest is providing full plan review for the new Great Wolf Lodge water park and hotel. The 510,000 SF Great Wolf Lodge has unique construction features which require flexibility and solid working relationships with the designers. Occupancy Types include R-1, A-2, A-3, B, M, F-1, S-1, S-2, with Type I-B Construction. UC MERCED 2020 CAMPUS EXPANSION PROJECT | University of CA, Merced In January 2016, Interwest was selected to provide Plan Review and Inspection services for the University’s $1.3 Billion 2020 Campus Expansion Project. This project is spread over 790,000 s.f. distributed over 12 separate buildings and will provide significant amounts of new teaching and research facilities, housing, athletics and support space for UC Merced. The ultimate result will be a vibrant, collaborative and sustainable campus that can accommodate 10,000 students. Project highlights include: • Adopt an aggressive construction schedule that results in substantial completion by 2020 with approximately 790, 000 assignable s.f. • Provide mixed-use facilities that allow for interdisciplinary scholarly activities and result in a unique, dynamic, and inspiring environment for students, faculty, and staff • 1,700 beds of Student Housing • LEED Gold minimum - “Triple Net Zero” goal (zero net energy usage, zero landfill waste and zero net greenhouse gas emissions by 2020). The campus has been recognized by the U.S. Green Building Council as one of the greenest in the nation. • Recreation, dining and student life amenities including an NCAA-II class competition pool and competition field As of July 2016, the project reached a new milestone and selected Plenary Properties Merced to direct this project. The new construction will nearly double the physical capacity over the next four years with an anticipated completion date of fall 2020. SONORA REGIONAL MEDICAL OUTPATIENT PAVILION | Sonora, CA Interwest provided complete plan review and inspection services for this state-of-the-art cancer treatment facility. This three-story mixed-use facility contains OSHPD 3 uses as well as standard medical treatment areas; private doctor’s offices and assembly areas. This 62,000 SF complex structure also contains cancer treatment equipment which required special engineering, including a linear accelerator. With the plan review complete and the inspections nearing completion the Pavilion will be 15 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A the only one of its kinds in the region. Occupancy Types include B & A3/S1 accessory, with Type II-B Construction. LARGE CUSTOM HOME | Atherton, CA Interwest conducted plan review and inspection services for this large custom home, using our building department staff for the Town of Atherton. The lot was 44,016 square feet. The total square feet of this two-story home including a basement was 10,347, with an 894 sq. ft. garage and a 438 sq. ft. pool house. There is an elevator that serves all three levels. The basement includes a theater, recreation room with wet bar, one guest bedroom, gym and wine storage. There are total of 6 bedrooms and 6 full bathrooms and 3 powder rooms. The project was valued (by Town of Atherton valuation schedule) at nearly $4 million. NEWPORT BEACH CIVIC CENTER | City of Newport Beach Interwest provided plan review services for the structural, fire & life safety, electrical, plumbing, mechanical, and fire portions of the project. Interwest also provided complete onsite inspection services. This $130 million project consisted of: a 103,000 s.f., two story City Hall Office Building, a 25,850 s.f., one story City Hall Assembly Building, a 67,370 s.f., two story addition to an existing Library, and a 155,000 s.f., three story Parking Structure. Also included in the project is a 16-acre park containing numerous retaining walls, pedestrian bridges and a pedestrian bridge connecting two portions of the park. The City Hall Office Building is characterized by waved roofs to simulate ocean waves. The Council Chambers Building is characterized by a cloth sail to simulate a ship’s sail. The City Hall Office Building, City Hall Assembly Building, the Council Chambers Building and the Library Expansion are constructed of structural steel supporting steel decking with concrete fill at the second- floor levels and steel decking at the roof level. The lateral force resisting system for the City Hall Office Building and the City Hall Assembly Building incorporate buckling restrained braced frames to resist lateral seismic loads. The Parking Structure is constructed of poured-in-place concrete columns supported post-tensioned concrete floor slabs. The lateral force resisting system for the Parking Structure consists of concrete shear walls. 16 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A I NTE RWES T A D VANTA GE Interwest has extensive experience providing plan review and building inspections in the central coast, central valley and northern California. We are always striving to provide the best possible service and if selected will be proactive and responsive to the City’s needs. TRA I NING, E DUCAT I O N A ND P R O FESS I O NAL E XPERI ENCE Education and certification are at the very core of our company. We support and encourage staff to participate in and contribute to continuing education including the many associations important to the industry, knowing that technical excellence and proficiency is vital to public service. Attending specialized training classes, seminars and industry-related conferences is part of our dedication to the industry. Our staff has also successfully developed and presented building code related training on behalf of multiple professional organizations throughout California including local ICC Chapters, CALBO, APWA and the League of CA Cities. Many of our staff holds or have held key positions within the groups listed below: ✓ League of California Cities ✓ American Public Works Association ✓ California Association of Building Officials ✓ International Code Council ✓ County Building Officials of California ✓ Institute of Transportation Engineers ✓ ICC Chapters of: Los Angeles Basin, Yosemite, Napa Solano, Orange Empire, Citrus Belt, Foothill, East Bay, Peninsula, Sacramento Valley, Shasta Cascade ✓ California Water Environment Assoc. ✓ California Stormwater Quality Assoc. ✓ City Engineer’s Association ✓ SEAONC DEDICAT E D STAFF Our proposed staff has significant direct experience working throughout California providing services similar to the services the City of San Luis Obispo requires. The Interwest personnel assigned to this project are highly qualified and experienced in providing building safety services to California municipal clients. Interwest does not intend to utilize the services of sub-contractors in the performance of work under this contract. Our proposed team is dedicated to providing first-class Building Safety Services. We have included a list of staff certifications. Comprehensive resumes for key staff with their complete history and professional registrations are included at the end of this section. Additional resumes can be provided upon request. Ron Beehler, SE, CBO** DIRECTOR, BUILDING SAFETY Jeff Janes, CBO, ICC** PROJECT MANAGER Annette Mayfield, EIT, CASp, ICC** BUILDING & CASp PLAN REVIEW Bob Barks, ICC** BUILDING PLAN REVIEW Gabriela Scott, ICC** BUILDING PLAN REVIEW Jim Northcutt, ICC** BUILDING PLAN REVIEW Ron Lucchesi, ICC** BUILDING PLAN REVIEW Danny Solano, ICC** BUILDING PLAN REVIEW Denise Reese, CBO, ICC BUILDING PLAN REVIEW Bill Rodgers, SE** STRUCTURAL PLAN REVIEW 17 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A Roger Peterson, SE STRUCTURAL PLAN REVIEW Elena Hartsough, SE STRUCTURAL PLAN REVIEW John Weninger, SE STRUCTURAL PLAN REVIEW Andrew Burke, CASp, ICC** CASp PLAN REVIEW Randy Brumley, ME MECHANICAL PLAN REVIEW Jingpei Zhang, EE ELECTRICAL PLAN REVIEW Vernon Brown** FIRE PLAN REVIEW Augie Cerdan, FPE** FIRE PROTECTION ENGINEER Jon Crawford, PE, QSD** ENGINEERING DEVELOPMENT REVIEW Don Ctibor, PE, QSD** ENGINEERING DEVELOPMENT REVIEW Jeff Santos, ICC FIRE INSPECTION Frank Santoya** FIRE INSPECTION Tom Whited, ICC BUILDING INSPECTION Will Van Ryn, ICC BUILDING INSPECTION Tom Fitzgerald, ICC BUILDING INSPECTION Jack Winters, ICC BUILDING INSPECTION Rick Brown, CASp, ICC** BUILDING & CASp INSPECTION ** Indicates Key Staff L I CEN SES & CER T I F I CATIONS The Interwest personnel assigned to this project are highly qualified and experienced in providing Building Safety services to California public agency clients. The matrix below lists the licenses and certifications currently held by our proposed staff: Name Current Licenses/Certifications Number Ron Beehler, SE, CBO, ICC Principal-in-Charge CA Registered Professional Civil Engineer CA Registered Professional Structural Engineer NV Registered Professional Civil Engineer NV Registered Professional Structural Engineer CABO Certified Building Official ICC Certified Building Official ICC Building Code Specialist ICC Building Plans Examiner ICC Building Inspector C39404 S3632 CE019992 SE019992 1492 801789 801789 801789 801789 Jeff Janes, CBO, ICC Project Manager Building Official Plan Review Inspection ICC Certified Building Official ICC Residential Building Inspector ICC Building Plans Examiner 5012845-CB 5012845 5012845 Annette Mayfield, EIT, CASp, ICC Certified Access Specialist Plan Review ICC Building Plans Examiner ICC CA Building Plans Examiner Certified Access Specialist Engineer-in-Training 8018477 8018477 CASp-538 EIT-130173 Bob Barks, ICC Plan Review ICC CA Building Plans Examiner 8020051 Gabriela Scott, ICC Plan Review Inspection ICC Accessibility Inspector/Plans Examiner ICC Building Inspector ICC Building Plans Examiner ICC CA Building Plans Examiner 1132495 1132495 1132495 1132495 18 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A Name Current Licenses/Certifications Number ICC CA Commercial Building Inspector ICC CA Residential Building Inspector 1132495 1132495 Jim Northcutt, ICC Plan Review ICC CA Building Plans Examiner 879908 Ron Lucchesi, ICC Plan Review ICC CA Building Plans Examiner 1044401 Danny Solano, ICC Plan Review Permit Technician ICC CA Building Plans Examiner ICC Permit Technician 8390989 8390989 Denise Reese, CBO, ICC Building Official Plan Review ICC Certified Building Official ICC Building Plans Examiner ICC CALGreen Inspector ICC Permit Technician ICC Permit Specialist 8096275 8096275 8096275 8096275 8096275 Bill Rodgers, SE Sr. Structural Engineer Plan Review CA Registered Professional Structural Engineer CA Registered Professional Civil Engineer NV Registered Professional Civil Engineer NV Registered Professional Structural Engineer S4198 C50673 CE18427 SE18427 Roger Peterson, SE Sr. Structural Engineer Plan Review CA Registered Professional Civil Engineer CA Registered Professional Structural Engineer ID Registered Professional Civil Engineer ID Registered Professional Structural Engineer C46096 S3846 C8225 S8225 Elena Hartsough, SE Structural Engineer Plan Review CA Registered Professional Civil Engineer CA Registered Professional Structural Engineer C67675 S5538 John Weninger, SE Structural Engineer Plan Review CA Registered Professional Civil Engineer CA Registered Structural Engineer C43746 S3740 Andrew Burke, CASp, ICC Certified Access Specialist Plan Review Inspection ICC Commercial Building Inspector ICC Residential Plumbing Inspector ICC Residential Electrical Inspector ICC Residential Mechanical Inspector ICC Building Plans Examiner ICC Residential Plans Examiner ICC Residential Building Inspector ICC Residential Combination Inspector ICC Building Inspector ICC Permit Technician Certified Access Specialist 8250398 8250398 8250398 8250398 8250398 8250398 8250398 8250398 8250398 8250398 CASp-710 Randy Brumley, ME Mechanical Engineer Plan Review CA Registered Professional Mechanical Engineer ICC Mechanical Plans Examiner M37959 8884128 Jingpei Zhang, EE Electrical Engineer CA Registered Professional Electrical Engineer 16243 Vernon Brown, ICC Fire & Life Safety Protection Services Manager ICC Fire Code Inspector II ICC Building Plans Examiner ICC Fire Plans Examiner Certified Fire Officer CSFM, 1985 Certified Fire Prevention Officer I 852032 852032 852032 000773 771028 19 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A Name Current Licenses/Certifications Number Certified Fire Prevention Officer II Certified Fire Prevention Officer III CSFM State Certified Instructor |1986 Lifetime Teaching Credential State Certified Firefighter I State Certified Chief Officer 771028 771028 880002 270677 004454 839239 Augie Cerdan, FPE Fire Protection Engineer CA Registered Professional Fire Protection Engineer FPE1579 Jon Crawford, PE, QSD Professional Engineer CA Registered Professional Engineer CA Qualified SWPPP Developer (QSD) RCE32935 32935 Don Ctibor, PE, QSD Professional Engineer CA Registered Professional Engineer CA Qualified SWPPP Developer (QSD) ERA RRP Certification (NAT-F115845 & R139176) General Engineering Contractor General Building Contractor DSA Engineer of Record 76392 24244 744754 744754 Jeff Santos, ICC Fire Inspection ICC Fire Inspector I 8043642 Frank Santoya Fire Inspection Certified Fire Fighter I Certified Fire Fighter II Certified Fire Instructor I Certified Fire Officer I Certified Fire Prevention 1A Certified Fire Prevention 1B Certified Fire Prevention 2C Certified Fire Prevention 3B Certified Fire Command 1A Certified Fire Command 1B Certified Fire Investigator 1A Certified Fire Management 1 SFM Statues and Regulations Course 832 P.C. Peace Officer’s Orientation Public Fireworks Display - (SFM) Fire Investigations - (SFM) KINESIC Interview Techniques Seminar -California Conference of Arson Investigators Supervision 3 - CAL FIRE - IONE Fire Academy Fire Officer Seminars (Fire Academy) Fire Sprinkler Systems (SFM, AFSA) Fire Alarm Systems (SFM, CAFAA) Tom Whited, ICC Building Inspector ICC Building Inspector 1135280 Will Van Ryn, ICC Building Inspector ICC Commercial Building Inspector ICC Residential Building Inspector ICC Building Inspector 8002321 8002321 8002321 Tom FitzGerald, ICC Inspection ICC Building Inspector ICC Residential Mechanical Inspector ICC Residential Plumbing Inspector 5307307 5307307 5307307 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 20 Name Current Licenses/Certifications Number ICC Combination Dwelling ICC Reinforced Concrete Special Inspector 5307307 5307307 Jack Winters, ICC Inspection ICC Residential Electrical Inspector ICC CA Residential Building Inspector ICC CA Building Plans Examiner 5252385 5252385 5252385 Rick Brown, CASp, ICC Certified Access Specialist Inspection ICC Certified Building Official ICC Fire Inspector II ICC/AACE Property Maintenance and Housing Inspector ICC Commercial Combination Inspector ICC Residential Plans Examiner ICC Building Inspector ICC Commercial Energy Inspector ICC Accessibility Inspector/ Plans Examiner ICC Combination Inspector ICC Plumbing Plans Examiner ICC Housing Code Official ICC Commercial Mechanical Inspector ICC Residential Building Inspector ICC Certified Fire Marshal ICC Commercial Plumbing Inspector ICC Residential Electrical Inspector ICC Residential Combination Inspector ICC Plumbing Inspector ICC Mechanical Inspector ICC Certified Fire Code Official ICC Commercial Electrical Inspector ICC Residential Mechanical Inspector ICC Fire Plans Examiner ICC Mechanical Plans Examiner ICC Mechanical Code Official ICC Residential Energy Inspector/ Plans Examiner ICC Commercial Building Inspector ICC Plumbing Code Official ICC Building Plans Examiner ICC Master Code Official ICC Fire Inspector I ICC Electrical Inspector ICC Building Code Specialist ICC Plumbing Code Specialist ICC Mechanical Code Specialist ICC Fire Code Specialist Certified Access Specialist 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 8036393 CASp-496 STA TEM E NT O N D I S Q U A L I FICATIONS Interwest does not have any records or instances where our firm has been removed from a project(s) or been disqualified from proposing on any project(s). We have certified this in the “Statement of Past Contract Disqualifications” form in Section 1, Submittal Forms. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 21 A DDITION A L CAPAB ILIT IES Access Compliance – CASp Review and ADA Evaluation All of Interwest’s CASp-Certified professionals are knowledgeable of state and federal accessibility laws and regulations and possess the expertise necessary to promote access to facilities for persons with disabilities. Our goal is to provide experts in the industry who can perform services for building departments in a seamless manner by customizing our services to correspond with our client’s expectations and needs. We work collaboratively with our clients to resolve plan review and inspection related issues as efficiently as possible, ultimately resulting in an expedited process and successful project. Our architects and plans examiners are fully trained and familiar with CA Building Code Accessibility requirements and ADA compliance regulations and are available for plan review and / or evaluations and consultation. We offer support to municipalities for compliance enforcement and / or developing a transition plan, and successfully partner with the disabled community to address the needs and requirements for both entities. We can assist our clients in interpreting various issues relating to access compliance, such as access compliance obligations, transition planning, construction costs, construction phasing, code / law ‘interpretation,’ hardship and code / law changes. Stormwater We cooperate with local agency partners to create and implement storm water quality compliance guidelines as mandated by the Regional Water Quality Control Board National Pollution Discharge Elimination System (NPDES) permit requirements – specifically, the Regional Boards’ latest MS4 permit for the client. Our staff provides technical guidance to the plan check and entitlement groups and development community by providing interpretation of Regional Water Quality Control Board permit requirements and associated water quality compliance guidelines. We will also conduct public outreach campaigns as required by NPDES permit to make public aware of critical water quality issues. Interwest will assist in providing technical and material support to upper management and in-house staff regarding complex hydraulic and hydrological related issues. We will also review development plans to ensure that plans submitted by private developers are in compliance with drainage and floodplain management policies by conforming to local agency standards, drainage ordinances, and floodplain development policies. The Interwest Drainage Team will also support the client in implementing the requirements of the client’s MS4 Permit. This includes: • Performing field inspections to ensure compliance with the MS4 permit • Permitting Best Management Practice (BMP) compliance for private storm water quality filtration devices • Compiling and filing all relevant documentation related to all permits, including required annual reports to the State Development of Storm Water Quality Implementation Plan DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 22 I NT E R W E ST CO N S UL T I N G G RO U P w w w . i n t e r w e s t g r p . c o m E D U C A T I O N Graduate coursework in Structural and Geotechnical Engineering California State University Sacramento BS, Civil Engineering California State University, Chico AA, Physical Science Butte College, Oroville, CA R E G I S T R A T I O N S C E R T I F I C A T I O N S Structural Engineer State of California | SE3632 Professional Civil Engineer State of California | CE39404 Structural Engineer State of Nevada | SE019992 Professional Civil Engineer State of Nevada | CE019992 International Code Council | 801789 ICC Certified Building Official CABO Certified Building Official ICC Building Code Specialist ICC Building Plans Examiner ICC Building Inspector Lecturer on Building Code Related Topics California Licensed General and Electrical Contractor National Earthquake Hazard Reduction Program Training California Construction Law Training Construction Claim Mitigation Training Leadership Training A F F I L I A T I O N S A C C O M P L I S H M E N T S Past President of San Joaquin ICC Chapter of Building Officials Current President of Napa Solano ICC Chapter Multiple Term Board of Director Member for the Sacramento Valley Association of Building Officials Appointed Member of CALBO Building and Fire Advisory Committee Ron Beehler, SE, CBO Director of Building Safety Services Principal-in-Charge Ron utilizes experience gained through more than 35 years of hands on experience performing life safety, accessibility and structural plan reviews to successfully manage building departments, building department services and high-profile building projects on behalf of public agencies throughout California. Ron’s experience includes establishing and coordinating on-site building department services for large multi-building projects and unique fast paced development projects. Ron has served as Chief Building Official for multiple California public agencies including interim assignments. Ron has also provided building department assessments on behalf of municipal clients to identify inefficiencies and implement best practice improvements. Licensed as a Civil and Structural Engineer in California and Nevada, certified by the International Code Council as a Building Official, Plans Examiner and Building Inspector, Ron is uniquely qualified to evaluate and manage all building department services. His background includes the position of Chief Building Official with the City of Sacramento directing a staff of 120 engineers, plan reviewers and building inspectors, Chief of Engineering Design and Construction for the California National Guard and Senior Structural Engineer with the Office of Statewide Health Planning and Development (OSHPD). Ron is dedicated to maintaining his knowledge of California building codes, laws and regulations related to building department operations. He frequently lectures and presents classes on technical topics on behalf of professional organizations including CALBO and multiple International Code Council Chapters throughout California and other western states. Ron attends structural and building code symposiums, lectures, and training classes on a regular basis to ensure up-to-date knowledge of building code requirements as they relate to state-of-the-art building design practices. P R O J E C T S P E C I F I C E X P E R I E N C E Director, Building Safety Services 2006 - Present Interwest Consulting Group | CA Ron provides direct oversight of all Building Safety services including coordination of all plan review and building inspection services, ensuring timely and responsive services. Ron works with building officials for our full- service clients to insure timely and efficient services. Ron also manages and provides direct oversight of plan review and inspection services for large, complicated and fast paced projects on behalf our public agency clients. Chief Building Official 2003 - 2006 City of Sacramento | CA Supervising Engineer | Building Inspection Division 2002 - 2003 City of Sacramento | CA Regional Compliance Officer | Senior Structural Engineer 1998 - 2002 CA State Office of Statewide Health Planning & Development Chief of Facilities Engineering 1991 - 1998 California National Guard |CA Associate Structural Engineer 1987 - 1991 CA State Office of Statewide Health Planning & Development DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 23 I NT E R W E ST CO N S UL T I N G G RO U P w w w . i n t e r w e s t g r p . c o m E X P E R T I S E Building Official Services Building Department Management Building Inspections Code Interpretation Plans Examination Code Enforcement E D U C A T I O N MS Ecological Design San Francisco Institute of Architecture San Francisco, CA BS in Architecture San Francisco Institute of Architecture San Francisco, CA AS, Architecture Fresno City College Fresno, CA Special Studies Design Program Harvard University Harvard, MA R E G I S T R A T I O N S C E R T I F I C A T I O N S International Code Council | 5012845 ICC Certified Building Official ICC Residential Building Inspector ICC Building Plans Examiner P R O F E S S I O N A L A F F I L I A T I O N S & A W A R D S Building Official of the Year 2015 County Building Officials Association of California California Building Officials | Current Executive Board Member County Building Officials Association of California | Past President Yosemite & San Joaquin Chapters of ICC Jeff Janes, CBO ICC Certified Building Official Highly experienced ICC Certified Building Official with extensive building department administration and management experience. Jeff is experienced in supervision and coordination of the activities and operations of jurisdictional building and safety divisions. Specific skills include budget strategy, preparation and oversight and implementation of best practices across multiple departments. Knowledgeable in enforcing compliance and minimum standards to safeguard life, limb, health, property and public welfare. Jeff has successfully guided department staff with inspection and plan review for all phases of complex construction projects. He is experienced utilizing building department permit tracking software and managing all common building department responsibilities, including plan review, multi-discipline inspections, plan review and inspection scheduling, field supervision, regulatory compliance, code interpretation, and project acceptance. Jeff also makes a difference to our clients and those he works with through his skills in complaint resolution, problem solving, damage assessment and team building. P R O J E C T S P E C I F I C E X P E R I E N C E Building Official / Project Manager 2016 - Present Interwest Consulting Group | Fresno, California Building Official serving clients throughout California. Jeff presently serves as Interwest’s Building Official/Project Manager for the UC Merced 2020 Project. This is a major Campus Expansion Project which includes site preparation and construction of multiple state of the art educational facilities. Building Official / Chief Building Inspector 2013 - 2016 County of Fresno | Fresno, California Jeff managed four units in the Development Services Division; Plan Check, Inspection, Zoning and Code Enforcement. He streamlined the triage process for plan check submittals, created an e-Blast network of design professionals for code updating and internal processing procedures. Jeff established a free public code training update class with other jurisdictions, coordinated joint bulletins with surrounding jurisdictions and improved initial code enforcement communication processes. County Building Official 2007 - 2013 County of Madera | Madera, California Jeff managed and applied the principles of supervision, organizational and operation of a modern building department to the County of Madera. He reviewed and examined construction documents for residential, commercial and industrial building construction and alterations; ensured plans, structural calculations and specifications complied with building and related codes and regulations. He recommended necessary changes for compliance with applicable codes and regulations while routing applicants to appropriate divisions, implemented staff training for building inspectors, standardized public information handouts and information as well as successfully worked with other agencies, departments, officials, employees, contractors and the general public. Building Plans Examiner III 2000 – 2007 County of Fresno | Fresno, California Independent Contractor 1998 - 2007 Fresno, California Architect 1989 - 1998 Fresno, California General Contractor 1986 - 1998 Fresno, California DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 24 I N TE RWE S T C O NS U L T I NG GR O U P w w w . i n t e r w e s t g r p . c o m E D U C A T I O N BS, Civil Engineering, California State University, Fresno, CA May 2008 R E G I S T R A T I O N S C E R T I F I C A T I O N S International Code Council | 8018477 ICC Building Plans Examiner ICC CA Building Plans Examiner State of California Engineer-In-Training EIT# 130173 Certified Access Specialist ꞁ CASp-538 Annette Mayfield, EIT, CASp, ICC Senior Plans Examiner | Certified Access Specialist Annette has over 11 years of experience performing life-safety, architectural, mechanical, plumbing, electrical, fire codes, accessibility and structural reviews in residential, multifamily and commercial projects, including specialty reviews of OSHPD 3 licensed clinics, industrial facilities, high rise buildings, hotel/motels, residential care, and educational facilities. This valuable experience is also evident in that Annette specializes in working directly with applicants, designers and jurisdictions, having successfully served multiple municipalities throughout California and Nevada, with a focus in the central valley. She approaches plan review with her unique knowledge while balancing the delivery of timely and accurate reviews and remaining responsive and approachable to the public. Annette is extremely skilled in all disciplines required to successfully bring projects to approval. P R O J E C T S P E C I F I C E X P E R I E N C E Senior Plans Examiner 2007 – Present Interwest Consulting Group | Fresno, CA Lead project manager performing comprehensive plan review and client relations services for Central California. Reviews residential and non-residential plans for compliance with California Building, Plumbing, Mechanical, Electrical Codes, Energy Standards, Fire Codes, Green Building Standards Code, and California Accessibility Standards; state and local building codes, policies, amendments, and ordinances. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 25 I NT E R W E ST CO N S UL T I N G G RO U P w w w . i n t e r w e s t g r p . c o m E D U C A T I O N California State University, Fresno Bachelor of Science, Business Administration 1986 R E G I S T R A T I O N S C E R T I F I C A T I O N S International Code Council | 8020051 ICC Building Plans Examiner Build It Green Green Building Professional CABEC Certified Residential Energy Plans Examiner P R O F E S S I O N A L A F F I L I A T I O N S CALBO Energy Advisory Committee, Member Western HVAC Performance Alliance (WHPA) Compliance Committee Chair Bob Barks, ICC Building Plans Examiner Bob brings to Interwest, 7 years’ experience as a Plan Reviewer at County of Madera. The position involved significant public contact working with architects, engineers, contractors and property owners regarding construction plans and permitting of projects. Bob has extensive experience in the review of non-residential projects for new construction and tenant improvements, as well as residential plans for new homes, additions and alterations. This includes photovoltaic systems, swimming pools and permits for electrical, plumbing, mechanical, etc. Prior to County of Madera, Bob worked as a Project Manager for the construction of large industrial refrigeration systems. Work included project budgeting and financial control, system design, all purchasing, and subcontracting and construction crew management. Bob has three years experience chairing the WHPA Compliance Committee; working with CEC, CPUC, CSLB, state energy providers, national equipment manufacturers, state and national contracting associations, building officials, and other constituencies on issues related to building, mechanical and energy code compliance. P R O J E C T S P E C I F I C E X P E R I E N C E Plan Reviewer 2014 – Present Interwest Consulting Group, Inc | Fresno, CA Preforming comprehensive plan review for client agencies. Reviews residential and non-residential plans for compliance with California Building, CalGreen, Plumbing, Mechanical, Electrical Codes, Energy Standards, state and local building codes, policies, amendments, and ordinances. Plan Checker 2007 – 2014 County of Madera, Madera, CA Achievements included the development of County plan review check lists and permit application forms; assisted Building Official in the development of department productivity and financial measures; and prepared documentation of new stream-lined permits for submission to Board of Supervisors. Primary responsibilities included residential and non-residential plan review; consultation with architects, engineers, contractors and property owners on permitting requirements, code objectives, technical requirements, energy and CALGREEN requirements and accessibility requirements; review of permit fees on projects and verify fees were compliant with County fee schedule. Because of previous experience in mechanical and industrial projects, Bob took primary responsibility in the review and administration of certain large non-residential project permits. Project Manager 2002 – 2007 Ross & Christopher, Fresno, CA Senior Project Manager 1998 – 2001 The Stellar Group, Jacksonville, FL Engineering Manager 1995 – 1998 IRCE, Fresno, CA DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 26 I NT E R W E ST CO N S UL T I N G G RO U P w w w . i n t e r w e s t g r p . c o m E D U C A T I O N Master in Green Building Science San Francisco Institute of Architecture Berkeley, CA In Progress Construction Management California State University Fresno Fresno, CA 1994 Architecture and Construction Fresno City College Fresno, CA 1991 R E G I S T R A T I O N S C E R T I F I C A T I O N S International Code Council | 1132495 ICC Accessibility Plan Examiner ICC Accessibility Inspector ICC Building Inspector ICC Building Plans Examiner ICC California Building Inspector ICC California Residential Inspector ICC California Commercial Inspector CABEC California Residential Energy Examiner No. R08-09-1846 A F F I L I A T I O N S USGBC Central California Member President San Joaquin Valley ICC Chapter 2017 Gabriela Scott, ICC ICC Building Plans Examiner & Building Inspector Gabriela has over 15 years of combined experience in Plan Checking, Construction and various Building Department entities. She is skilled in providing plan checks, as well building and fire sprinkler inspections for residential, commercial and industrial buildings. Gabriela has worked with local agencies for compliance with current regulations to obtain permits for construction. P R O J E C T S P E C I F I C E X P E R I E N C E Life Safety Plans Examiner 2013 - Present Interwest Consulting Group | Fresno, CA Gabriela reviews residential and non-residential plans for compliance with California Building, Plumbing, Mechanical, Electrical Codes, Energy Standards & California Accessibly Standards; State & local building codes, policies, amendments, and ordinances. Building Official 2013 City of Sanger | Building Department | CA Responsible for overseeing Building Department. She provided plan review as well as inspection services for residential, industrial, and commercials developments to ensure compliance with building codes, ordinances and regulations. Processed grading permits, elevation certificates and assisted on site plan reviews, in addition to issuing building permits. She provided customer service by phone and over the counter for home owners, builders and general public on a daily basis. Plans Examiner 2008 - 2013 County of Madera | Building Department | CA Performed residential and commercial plan reviews to ensure compliance with California building codes, County ordinances and regulations. She assisted contractors, architects, engineers and the general public with problems and questions concerning construction and legal requirements. Responsible for reviewing zoning and planning setback requirements. She also worked with FEMA, San Joaquin Air Pollution Control District, State Agencies HCD, DSA requirements for accessibility. Building Plans Examiner 2005 - 2006 Willdan | Consultants Residential Plans Examiner 2004 - 2005 City of Fresno | Building and Safety Division Building Permit Assistant & Building Inspector 1998 - 2004 County of Merced | Building Division Draftsperson/Permit Assistant 1996 - 1998 Western Homes DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 27 I NT E R W E ST CO N S UL T I N G G RO U P w w w . i n t e r w e s t g r p . c o m James Northcutt ICC Plans Examiner & Building Inspector With over 30 years of experience, James and Plans Examiner Professional, has an extensive record of successfully reviewing all phases of highly- complex construction projects. James has served various positions with the City of Irvine throughout his career. Accomplished in all duties, including plan review and approval, regulatory compliance, code interpretation, code enforcement, and project acceptance. P R O J E C T S P E C I F I C E X P E R I E N C E Plans Examiner 2015 - Present Interwest Consulting Group | CA James provides plans examination reviews for various Central Valley and Southern California jurisdictions. Plans Examiner 1994 - 2014 City of Irvine| Irvine, CA James provided information to architects, engineers, contractors, homeowners and developers regarding Building Codes, Local Codes and State Codes including Title 24 handicap and energy requirements. He plan checked and approved rom additions, patio covers, solar installations, spa installations, and all tenant improvements plans including high rises in compliance with City building codes and standard plans, State Codes and California Building Codes. Street Lighting Specialist 1988 - 1994 City of Irvine |Irvine, CA James supervised and maintained the City’s street lighting and landscape maintenance districts; develop and administer the districts budgets; Updates annual assessment land use codes and parcel information; prepare and present engineer’s reports and related staff reports to City Council and Finance Commission. Plan Check Technician 1986 - 1988 City of Irvine| Irvine, CA James provided plan check and approval statuses to room additions, spa installations, and patio covers in compliance with City Building Codes, State Codes and Uniform Building Codes. Engineering Technician 1985 - 1986 City of Irvine | Irvine, CA James performed routine review of tract maps, parcel maps, grading plans, landscape plans; check improvements plans for general conformance with City Standards. Assisted in development and review of design policies and standards. Engineering Aide III 1981 - 1985 County of Orange |Orange, CA James was a draft man for grading, bike trails, street improvement plans, storm drains, and other County projects using Intergraph CAD system; design, draft and write construction specifications for minor County funded projects. E X P E R T I S E Plans Examination Code Interpretation Construction Concept | Scope Project Management Code Enforcement E D U C A T I O N A.A. in Civil Engineering | Saddleback Community College, 1981 C E R T I F I C A T I O N S International Code Council |879908 ICC Building Plans Examiner ICC Building Inspector DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 28 I N TE RWE S T C O NS U L T I NG GR O U P w w w . i n t e r w e s t g r p . c o m E D U C A T I O N Fresno City Community College Fresno, CA R E G I S T R A T I O N S C E R T I F I C A T I O N S International Code Council | 1044401 ICC Building Plans Examiner Licensed Architect in CA | #19907 Ron Lucchesi, ICC Building Plans Examiner Ron is a certified Building Plans Examiner with decades of experience in the field. He has served the County of Fresno for more than 20 years as the Building Plan Checker during which time he examined plans for code compliance and assisted the Chief Building Inspector with code interpretations. He is also a licensed architect in the state of California. P R O F E S S I O N A L E X P E R I E N C E Building Plan Checker III 2001-2018 County of Fresno Dept. of Public Works and Planning |CA Ron checked commercial and industrial building plans and complex residential projects for code compliance. He reviewed engineering analysis and reports, as well as generated plan check correction letters. Ron calculated permit fees and issued building permits. He assisted architects, engineers, contractors and the public with building plan and code inquiries and assisted the Chief Building Inspector with code interpretations and opinions pertaining to construction. Architect 1989-2017 Self-Employed | CA Ron designed residential and commercial projects per clients design criteria. He prepared working drawings for construction and code compliance and obtained plan approval from multiple building and planning departments statewide. Ron pre-designed evaluations of existing building sites. He executed construction observation to verify plan and code compliance. Building Plans Checker II 1994-2001 County of Fresno Dept. of Public Works and Planning |CA Ron checked residential and light commercial projects for code compliance. He also assisted field inspection staff with code interpretations and opinions pertaining to construction. Staff Architect 1989-1991 Elite Custom Homes | Fresno, CA Ron prepared working drawings for construction and code compliance. He obtained plan approval from multiple local building departments as well as managed construction of commercial tenant improvement projects. Architectural Designer | Draftsman 1985-1989 Kennedy-Lutz Architecture | Fresno, CA Ron designed complex residential and historic commercial rehab projects. Architectural Designer | Draftsman 1981-1985 Phillip R. Bates & Associates | Fresno, CA Ron designed Commercial and Industrial Projects as well as prepared working drawings for construction and code compliance. Draftsman 1978-1981 Gary McDonald Homes | Fresno, CA Ron prepare residential plans for construction and code compliance and obtained plan approval from local building departments. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 29 Danny Solano, ICC Plans Examiner I NT E R W E ST CO N S UL T I N G G RO U P w w w . i n t e r w e s t g r p . c o m E X P E R T I S E Permit Technician Code Interpretation Construction Concept | Scope Client Relationship Management Customer Service E D U C A T I O N Bachelor of Science, Industrial Technology Emphasis: Computer Design Management California State University, Fresno, CA 2001 C E R T I F I C A T I O N S International Code Council |8390989 ICC CA Building Plans Examiner ICC Permit Technician Danny brings multiple years of experience as a permit technician to the Central Valley. He has the capabilities of managing all aspects of the building permit counter for jurisdictions from the initial point of contact through permit issuance. He communicates with contractors, designers and general public advising them on all phases of permit processes: manages front counter activities including directing enquiries to the appropriate departments, ensuring the highest level of customer service. Danny’s many years of working with others in evident in his ability to provide excellent service to clients as well as applicants and complete tasks in an accurate, timely and friendly manner. P R O J E C T S P E C I F I C E X P E R I E N C E Plans Examiner & Permit Technician 2017 – Present Interwest Consulting Group, Inc. |Fresno, CA Danny provides plans examiner and permit technician services to various Central Valley Clients as a member of Interwest. He assists on policies and procedures. Receives and reviews completed building permit applications, ensures information is accurate and in compliance with building and other related codes. Permit Technician 2015 – 2017 Consultant Services |Fresno, CA Danny provided Permit Technician Service to the City of Livingston as a consultant for staff augmentation consultant firm. Responsibilities included; assisting the public at the front counter; issuing permit applications, answering questions on policies and procedures. Received and reviewed completed building permit applications, ensured information was accurate and in compliance with building and other related codes. Additional responsibilities included calculating and estimating fees for permits as well as collecting fees for various applications. Building Plans Examiner II 2006 – 2008 County of Fresno – Public Works & Planning Dept. |Fresno, CA Danny provided building plan check services for residential and commercial buildings for compliance with California Building Codes. Also provided counter support services to the County when needed. A D D I T I O N A L W O R K E X P E R I E N C E Information Technology Intern 2014 Fresno County Clerk & Elections Office |Fresno, CA Support Associate 2012 – 2015 Macy’s |Fresno, CA Mail Clerk 2010 IRS |Fresno, CA Draftsperson 2002 – 2006 Bricker Construction |Madera, CA Event Sales Representative 2002 HP |Fresno, CA DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 30 I N TE RWE S T C O NS U L T I NG GR O U P w w w . i n t e r w e s t g r p . c o m E D U C A T I O N Bachelor of Science, Civil Engineering California State University, Sacramento R E G I S T R A T I O N S C E R T I F I C A T I O N S Civil Engineer State of California | 50673 Structural Engineer State of California | 4198 Civil/Structural Engineer State of Nevada | 18427 P R O F E S S I O N A L A F F I L I A T I O N S Structural Engineers Association of Northern California (SEAONC) Bill Rodgers, SE CA Registered Structural Engineer | Plan Review Bill has more than 29 years of experience in the field of structural engineering, including more than 16 years of experience as a plan review engineer. Bill's wealth of experience includes a varied and vast list of projects throughout Northern California and Nevada. He is in demand for hands-on work within jurisdictions due to his great success in blending excellent engineering skills with responsive customer service. P R O J E C T S P E C I F I C E X P E R I E N C E Senior Structural Engineer / Plans Examiner 2006 - Present Interwest Consulting Group | Roseville, CA Bill performs structural plan review for commercial and residential construction for municipalities for various state and local agencies throughout California and Nevada. In addition to providing structural plan review services, Bill is responsible for the production and performance of Interwest’s offices, including maintaining client relationships. Bill’s duties also include performing structural plan reviews for industrial, commercial and residential projects. Senior Structural Engineer / Plans Examiner 2001 - 2006 LP2A/Bureau Veritas | CA Bill performed structural plan review for commercial and residential construction for municipalities throughout California. Senior Structural Engineer / Associate 1995 - 2001 DES Architects + Engineers | CA Bill performed structural design on a wide variety of projects in the San Francisco Bay Area and beyond. He managed a staff of 13 engineers and draft persons. Bill was responsible for staff workload and evaluation, verifying that work was done correctly and in a timely manner. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 31 I N TE RWE S T C O NS U L T I NG GR O U P w w w . i n t e r w e s t g r p . c o m E D U C A T I O N Associates in Building Inspection Technology Butte Community College Oroville, CA 2012 Associates in Mathematics Butte Community College Oroville, CA 2012 C E R T I F I C A T I O N S International Code Council | 8250398 ICC Building Plans Examiner ICC Residential Plans Examiner ICC Commercial Building Inspector ICC Residential Combination Inspector ICC Residential Building Inspector ICC Residential Electrical Inspector ICC Residential Mechanical Inspector ICC Residential Plumbing Inspector ICC Residential Plans Examiner ICC Permit Technician Certified Access Specialist (CASp-710) Andrew Burke, CASp, ICC Certified Access Specialist | Plans Examiner Andrew brings more than 18 years of industry experience in plan review, inspecting, administration and estimating. His formal training in ICC codes, as well as on-the-job experience, helps him to provide thorough and accurate commercial and residential plan reviews and inspections. Andrew’s computer and customer service skills allow him to be very helpful as a permit technician. Andrew is an excellent asset to any building department both in the office and out in the field. P R O J E C T S P E C I F I C E X P E R I E N C E Plans Examiner | Certified Access Specialist (CASp) 2013 - Present Interwest Consulting Group | Roseville, CA Provides life safety plan review for residential and commercial projects including residential master plans, custom residential projects, commercial tenant improvement and remodel projects. Inspects residential and commercial buildings for compliance with California Building, Plumbing, Mechanical, Electrical Codes, Energy Standards and California Accessibly Standards; state and local building codes, policies, amendments, and ordinances. Accessibility Inspector 2012 - 2013 Disability Access Consultants | CA Inspected various buildings for accessibility compliance. Building Department Intern 2012 Town of Los Gatos | CA Worked as an intern in various areas of a building department. Performed field inspections and worked behind the counter as a permit technician. Senior Estimator/Operations Manager 2008 - 2010 Lambard Enterprises Inc. Andrew provided written estimates for flooring in various types and sizes of buildings. As well, he managed the estimating department and used electronic software to read building plans. He oversaw the Northern California operations. Senior Estimator 2000 - 2008 CFI Contemporary Floors Inc. Provided written estimates for flooring in various types and sizes of buildings and used electronic software to read building plans. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 32 I N TE RWE S T C O NS U L T I NG GR O U P w w w . i n t e r w e s t g r p . c o m E D U C A T I O N BS, Business Administration California State University Sacramento, CA AA, Fire Technology American River College Sacramento, CA Certificate in Fire Protection Engineering 1996 | School of Engineering University of California Davis R E G I S T R A T I O N S C E R T I F I C A T I O N S International Code Council | 0852032 ICC Fire Code Inspector I ICC Fire Code Inspector II ICC Building Plans Examiner ICC Fire Plans Examiner CSFM Certified Fire Officer (1985) | 000773 CSFM Certified Fire Prevention Officer I | 771028 CSFM Certified Fire Prevention Officer II | 870011 CSFM Certified Fire Prevention Officer III | 880002 CA State Certified Instructor (1986) Lifetime Teaching Credential | 270677 CA State Certified Firefighter I | 004454 CA State Certified Chief Officer |839239 P R O F E S S I O N A L A F F I L I A T I O N S Vernon Brown, ICC Fire Life Safety Protection Services Manager Fire Life Safety Project Manager Vernon brings nearly 45 years’ experience within municipal governmental agencies as a career member of the fire service. He has held the position of Assistant Fire Chief/Fire Marshal and has been responsible for community development and interaction with local County Board of Supervisors and local City Councils. He has managed and participated in a wide range of projects in code development, plan review, inspections, hazard analyses, fire investigation, fire suppression, personnel management, policy development, budget development, and curriculum development. Vernon has instructed for over nineteen years for the California State Fire Marshals Office and American River Community College on the subjects of history of fire prevention; inspection practices; code enforcement practices; and flammable liquid storage practice. Vernon holds a teaching credential for Community College courses, and a Certificate in Fire Protection from the School of Engineering at University of California at Davis. He is a Member of International Code Council (ICC), International Fire Code Institute (IFCI), National Fire Protection Association (NFPA), and Northern California Fire Chiefs-Fire Prevention Officers (NORCAL FPO). He also has severed as Co-Chair for Building Standards Committee for California Fire Prevention Officers Association, and Member of Sacramento County Building Appeals Board. He is active on the CALBO Fire Advisory Committee, Code Development Committees for the California Building Code and the Uniform Building Code for NORCAL FPO and the Fire and Life Representative for the Hospital Building Safety Board for the Office of Statewide Health Planning and Development (OSHPD). P R O J E C T S P E C I F I C E X P E R I E N C E Fire and Life Safety Plans Examiner 2012 - Present Interwest Consulting Group, Inc. | CA Vernon performs plan reviews for building construction projects to ensure compliance with all applicable fire codes and ordinances. 2002 - 2012 Vernon Brown and Associates | CA Vernon owned a consulting firm that specialized in Fire and Life Safety services and served various jurisdictions. Northern CA Fir Co-Chair Bldg. S Co-Chair CA Co-Chair Fire P CA Stat CA State Bldg. Standards Commission Partner on Code 2000 Partnership Committee CA Bldg. Officials Fire Advisory Committee, 2001 Sacramento County Bldg. Board of Appeals, 1995-2002 Intl Conference of Bldg. Officials, 1992-present Intl Fire Code Institute, 1992- present Natl Fire Protection Association, 1994- present Office of Statewide Health Planning and Development – Member of the Hospital Bldg. Safety Board – Fire Service Representative, 2001- 2010 e Chiefs/Fire Prevention Officers Operations Director, 1998-2001 2000 - 2002 Sacramento Metro Fire District tandards Committee, 1992-1998 Code of Regulations Committee, 1994 - 2000 Sacramento County Fire District 1991-1992 rotection Equipment Committee, 1976 - 1994 Fair Oaks Fire District 1983-1987 e Fire Marshals Office Curriculum 1972 - 1974 Arden Fire District DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 33 I NT E R W E ST CO N S UL T I N G G RO U P w w w . i n t e r w e s t g r p . c o m E D U C A T I O N Bachelor of Science Mechanical Engineering University of California, Davis R E G I S T R A T I O N S C E R T I F I C A T I O N S CA Registered Professional Fire Protection Engineer | FP1579 Augie Cerdan, FPE Fire Protection Engineer Augie brings over 28 years of experience in construction and fire plan review and inspection with a proven performance in analysis and regulatory compliance as a Fire Protection Engineer. Augie’s extensive experiences as a Fire Protection Engineer, has provided him a skill set to examine and correct construction documents, establish and maintain effective working relationships, determine adherence to code requirements and provide rapid, uniform and accurate customer service. P R O J E C T S P E C I F I C E X P E R I E N C E Fire Protection Engineer | Fire Plans Examiner | Fire Inspector 2018 - Present Interwest Consulting Group, Inc. | CA Augie reviews residential and non-residential plans for compliance with California Building, Plumbing, Mechanical, Energy Standards, Fire Codes and California Green Building Standards; state and local building codes, policies, amendments, and ordinances. Fire Protection Engineer 1999 - 2017 City of Folsom | CA Augie has serviced the City of Folsom for the past 18 years as their Fire Protection Engineer his role included; examining and noting deficiencies of plans, calculations, and specifications associated with the review of site and building plans, fire suppression and alarm systems, tentative parcel maps, industrial processes, hazardous materials, and specifications for new buildings and building modifications to ensure compliance with Federal, State and local fire and life safety ordinances, laws and codes. Additional duties included; conducting functional tests and field inspections of construction sites; suppression, detection and alarm systems; means of egress; fire barriers and smoke management systems. Augie also interpreted, analyzed and made recommendations and provided technical advice to staff, developers, architects, contractors and the public related to codes, ordinances and standards. He played a key role in providing construction permitting services as the Fire Department’s representative for Community Development that resulted in a one-stop permit counter at City Hall. Additionally, he spearheaded the over-the- counter plan checking and permitting services for building permit and fire protection system applications at the public counter of the Community Development Department. Fire Protection Engineer 1990 - 1999 City of Sunnyvale | CA Augie serviced the City of Sunnyvale for 9 years as their Fire Protection Engineer his role included; examining and noting deficiencies of plans, calculations, and specifications associated with the review of site and building plans, fire suppression and alarm systems, tentative parcel maps, industrial processes, hazardous materials, and specifications for new buildings and building modifications to ensure compliance with Federal, State and local fire and life safety ordinances, laws and codes. Additional duties included; conducting functional tests and field inspections of construction sites; suppression, detection and alarm systems; means of egress; fire barriers and smoke management systems. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 34 I NT E R W E ST CO N S UL T I N G G RO U P w w w . i n t e r w e s t g r p . c o m E D U C A T I O N Bachelor of Science Civil and Environmental Engineering University of California, Irvine, CA 1978 R E G I S T R A T I O N S C E R T I F I C A T I O N S Professional Engineer State of California | RCE32935 Qualified SWPPP Developer (QSD) State of California | 32935 Jon Crawford, PE, QSD Municipal Services Manager | Civil and Utilities Engineer Jon has nearly 40 years of experience in the engineering field in both the public and private sectors serving as a Public Works/Utilities Director, City Engineer, City Surveyor, Traffic Engineer and Drainage Engineer for several cities. As a manager, he has led full service city development teams, from entitlements to Notice of Completion, developed Capital Improvement Programs, overseen or led project design teams on a full range of projects and led a team of up to 5 project managers and 15 inspectors working on multi-dimensional capital programs. As a Resident Engineer and Assistant Resident Engineer, Jon implemented project administration and worked directly with inspectors and contractors to limit changes/change orders and verify implementation of processes to meet current design and construction requirements on various civil and utilities projects from very small to very complicated/large projects. P R O J E C T S P E C I F I C E X P E R I E N C E Supervising Engineer/City Engineer 2004-Present Interwest Consulting Group Highlighted Client Projects: Responsible for managing and overseeing the daily operations of the Water Resources Division for the City of Stockton and provide supervision and guidance to division staff. Prepare written reports; attend meetings, and present information to the Municipal Utilities Director; other City Departments; community, business, and regional stakeholders; and others as required. Responsible for managing the Engineering Division of the City of Concord’s Community and Economic Development Department. Duties include oversight of the design and construction of projects identified in the City’s Capital Improvement Program, managing and preparation of the 2013-14 Engineering and CIP budgets, oversight of the Current Development Section, which includes project conditioning, plan and map review and approvals, utility permitting, and stormwater permitting and oversight. Responsible for establishing and managing all engineering processes for the newly incorporated City of Eastvale, including the civil review of discretionary applications, final maps and grading and improvement plans. Oversaw the transition of over 80 project applications and civil reviews from the County of Riverside and worked with the Planning and Building Departments on establishment of a uniform tracking system. Jon is responsible for managing the civil and constructability review of grading and improvement plans Interwest receives from various agencies. As Special Projects Manager for City of Elk Grove Public Works, Jon coordinated the discretionary project review and approvals, design review and construction of major private and public projects through the often cumbersome City and outside Agency permitting processes and facilitated the processing of discretionary applications. Additionally, Jon was responsible for coordinating the plan review and inspection of the 7,000 home Laguna Ridge project and over $120M in infrastructure improvements, including flood control channels, drainage facilities, new major roads, parks and mitigation improvements. Jon continues to provide City Surveyor services for the City of Galt, responsible for the technical completeness of the City’s final maps, legal descriptions and similar recordable documents. Jon also provides similar services for the City of Woodland, although only on a consultation basis and not with the full capacity of the City Surveyor. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 35 I NT E R W E ST CO N S UL T I N G G RO U P w w w . i n t e r w e s t g r p . c o m Don R. Ctibor, PE, QSD Professional Engineer Don is a highly experienced Licensed California Professional Engineer with extensive project experience and management experience. Specific skills include budget strategy, preparation and oversight and implementation of best practices across multiple departments. Knowledgeable in enforcing compliance and minimum standards to safeguard life, limb, health property and public welfare. Don has successfully provided project management expertise throughout the Central Valley. P R O F E S S I O N A L E X P E R I E N C E Professional Engineer 2017 - Current Interwest Consulting Group ꞁ Fresno, California Don is currently providing project management services for the UC Merced 2020 Project. This is a $1.3 Billion Campus Expansion Project. Regional Project Engineer 2015 - 2017 Moore Twining Associates, Inc. ꞁ Fresno, CA Don was the project manager for the Fresno Corporate Office and Monterey Office for Construction Inspection and Material Divisions. He managed 40+ construction material testing and special inspection projects concurrently including the Phase 1 of High Speed Rail, group up Soledad Middle School, bridge projects, road projects, City water and sewer main/expansion projects. Responsibilities included preparing engineering estimates, expense budgets, proposals, contract development and contract management, report writing, correspondence, presentations to carious clients both public and private sectors. Don provided oversight of Federal, State and Local Laws, Codes and Regulations regarding material testing, special inspections and building codes. Projects Manager & Executive Director 2012 - 2014 Chukchansi Indian Housing Authority ꞁ CA Don managed all phases of development for 88 unit low income development, 6 unit leg up development, master planning and site developments for numerous other projects. He establish and maintained long-term working relationships with other Tribes nationally, local contractors, developers along with Federal and local governments. Additionally, Don oversaw design of all site development and housing related engineering projects for Tribe throughout Madera, Fresno and Mariposa Counties, to ensure legal and regulatory compliance at all times with all operations. Air Quality Engineer 2009 - 2012 San Joaquin Valley Air Pollution Control District ꞁ CA Don reviewed and evaluated permit applications, including calculating emission rates and permit fees, determining compliance or non-compliance with air quality regulations, determining and recommending best available control technology, defining permit conditions, and issuing authority to construct permits. He operated a variety of software and programs used to make engineering calculations, enter and retrieve data, and monitor and correct data entry; investigates and corrects errors in the designs. Assistant Engineer 2007 - 2009 Madera County Engineer ꞁ CA Don worked with building department reviewing various structural designs, construction, and inspection of grading, retaining walls, private roads, bridges, drainage, and water and sewer systems; work independently on assigned projects; FEMA prepare, check, review, and evaluate structural computations, prepare plans and specifications for County engineering projects; Reviewed elevation certificates and work closely with FEMA in all flood plain matters; attend and assist the Planning Commission, and other public meetings; act as liaison with other government agencies and the general public. E D U C A T I O N Bachelor of Science, Civil Engineering California State University, Fresno Fresno, CA 2003 Bachelor of Arts, Biological Science California State University, Fresno Fresno, CA 1996 Associate of Science, Chemistry College of the Sequoias Visalia, CA 1991 Associate of Arts, Psychology College of the Sequoias Visalia, CA 1991 R E G I S T R A T I O N S C E R T I F I C A T I O N S CA Licensed Professional Engineer ꞁ 76392 Qualified Storm Water Pollution Prevention Plan Developer/Practitioner ꞁ 24244 EPA RRP Certification (NAT-F115845 & R139176 General Engineering Contractor ꞁ 744754 General Building Contractor ꞁ 744754 APNGA Certified Radiation Safety Officer Troxler Certified Nuclear Gauge and Hazmat DSA Engineer of Record Pier/Pile Foundations Special Inspector – Kern County #KC00369-02 Soils Special Inspector – Kern County #KC00369-01 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 36 Frank Santoya I NT E R W E ST CO N S UL T I N G G RO U P w w w . i n t e r w e s t g r p . c o m E X P E R T I S E Fire Marshal Fire Plans Examiner Fire Inspections Building Inspections Code Interpretation E D U C A T I O N Associate of Science, Fire Science Fresno City College | 1979 Certificate of Achievement, Fire Science Fresno City College| 1979 Diploma Sanger High School | 1968 R E G I S T R A T I O N S C E R T I F I C A T I O N S Certified Fire Fighter I Certified Fire Fighter II Certified Fire Instructor I Certified Fire Officer I Certified Fire Prevention 1A Certified Fire Prevention 1B Certified Fire Prevention 2C Certified Fire Prevention 3B Certified Fire Command 1A Certified Fire Command 1B Certified Fire Investigator 1A Certified Fire Management 1 SFM Statues and Regulations Course 832 P.C. Peace Officer’s Orientation Public Fireworks Display - (SFM) Fire Investigations - (SFM) KINESIC Interview Techniques Seminar - California Conference of Arson Investigators Supervision 3 - CAL FIRE - IONE Fire Academy Fire Officer Seminars (Fire Academy) Fire Sprinkler Systems (SFM, AFSA) Fire Alarm Systems (SFM, CAFAA) A F F I L I A T I O N S National Fire Protection Association - NFPA International Code Council - ICC Fire Inspector Frank brings more than 40 years of fire service experience, Fire Review and Inspection experience having worked as a Deputy State Fire Marshal. Frank has an extensive record of successfully inspecting all phases of highly- complex projects. Accomplished in all duties including plan review and approval, multi-discipline inspections, scheduling, field supervision, regulatory compliance, code interpretation, and project acceptance. P R O J E C T S P E C I F I C E X P E R I E N C E Fire Inspector & Plans Examiner June 2016 - present Interwest Consulting Group | Fresno, CA Perform fire inspection services for various jurisdictional clients. Review commercial and residential buildings to ensure compliance with applicable fire codes and ordinances. Review plans and specifications for building construction projects to ensure compliance with applicable codes and ordinances as well as calculations for fire alarm and extinguishing systems. Deputy State Fire Marshal – III Specialist October 1990 – June 2016 Southern Region – Cal Fire/Office of State Fire Marshal | Fresno, CA Conducted plan review and construction inspections of State-Owned, State Leased and State occupied buildings, State prisons, jails, courts, high-rises and CSU Fresno in all phases of construction. Performed initial installation inspections, testing and approval of all fire protection systems (i.e. Fire Alarm systems, fire sprinkeler systems, automatic extinguishing systems, UL 300, FM 200). Assisted in field training of new Deputy State Fire Marshals within the Southern Region. Fire Marshal/Fire & Arson Investigator May 1972 – October 1990 Sanger Fire Department | Fresno, CA C O M P L E T E D P R O J E C T S : University High School California State University, Fresno | CA Campus Pointe Housing California State University, Fresno | CA Save Mart Center Arena California State University, Fresno | CA Madden Library Addition California State University, Fresno | CA Forensic Crime Laboratory California State University, Fresno | CA Education Building California State University, Fresno | CA Science II Building California State University, Fresno | CA DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 37 w w w . i n t e r w e s t g r p . c o m Rick Brown, ICC ICC Certified Building Inspector I N TE RWE S T C O NS U L T I NG GR O U P Rick is an experienced ICC Certified professional with over 30 years of experience in the Building and Safety profession. He has an extensive record as a Chief Building Official and is accomplished in all duties including plan review and approval, multi-discipline inspections, scheduling, field supervision, regulatory compliance and code interpretation. P R O F E S S I O N A L E X P E R I E N C E Senior Building Inspector 2019 - Present Interwest Consulting Group | CA Rick provides inspection services for municipalities throughout California. Development Services Director 2014 - 2016 City of Oceanside | Oceanside, CA As the Director of Development Services for the City of Oceanside, Rick was responsible for Building Safety, Planning, Engineering and Transportation programs and staff. Chief Building Official 2012 - 2014 City of Oceanside | Oceanside, CA Rick managed the front counter and permit center as well as plan review, inspections and other building, life safety and fire safety matters. Havasupai Construction 2004 - 2012 General Contractor | Lake Havasu, AZ & Orange County, CA As a licensed contractor in Arizona and California, Rick owned and operated a general contracting business in Lake Havasu and Orange County. Chief Building Official 1998 - 2004 City of Costa Mesa | Costa Mesa, CA Rick served as the Chief Building Official managing code enforcement, the permit center, plan review and inspections. Chief Building Official 1992 - 1998 City of Tustin | Tustin, CA Rick served as the Chief Building Official managing the front counter and permit center, plan review and inspections. Chief Building Official 1989 - 1991 City of South Lake Tahoe | South Lake Tahoe, CA Rick served as the Chief Building Official managing the front counter and permit center, plan review and inspections. Combination Inspector 1988 - 1989 Town of Mammoth Lakes | Mammoth Lakes, CA Rick performed inspections and plan review for code compliance. Structural Inspector 1987 - 1988 City of San Diego | San Diego, CA Rick performed structural inspections for the high rise and commercial division. E D U C A T I O N Bachelor of Science, Liberal Sciences University of State of New York Associate of Science, Construction Technology Saddleback College, CA Associate of Arts, Social Sciences Saddleback College, CA Construction Inspections Certificate San Diego State University, CA C E R T I F I C A T I O N S International Code Council | 8036393 ICC Certified Building Official ICC Fire Inspector II ICC/AACE Property Maintenance and Housing Inspector ICC Commercial Combination Inspector ICC Residential Plans Examiner ICC Building Inspector ICC Commercial Energy Inspector ICC Accessibility Inspector/ Plans Examiner ICC Combination Inspector ICC Plumbing Plans Examiner ICC Housing Code Official ICC Commercial Mechanical Inspector ICC Residential Building Inspector ICC Certified Fire Marshal ICC Commercial Plumbing Inspector ICC Residential Electrical Inspector ICC Residential Combination Inspector ICC Plumbing Inspector ICC Mechanical Inspector ICC Certified Fire Code Official ICC Commercial Electrical Inspector ICC Residential Mechanical Inspector ICC Fire Plans Examiner ICC Mechanical Plans Examiner ICC Mechanical Code Official ICC Residential Energy Inspector/ Plans Examiner ICC Commercial Building Inspector ICC Plumbing Code Official ICC Building Plans Examiner ICC Master Code Official ICC Fire Inspector I ICC Electrical Inspector ICC Building Code Specialist ICC Plumbing Code Specialist ICC Mechanical Code Specialist ICC Fire Code Specialist Certified Disabled Access Specialist CASP-496 DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 38 Work P rogram SECTION 3 P R OJE C T UND ERSTA NDI NG We understand that the City of San Luis Obispo desires to partner with a consultant to provide plan review and field inspection services for projects necessary to determine compliance with all applicable building and fire codes, development engineering standards, City Municipal Codes and state and federal laws including but not limited to the following: • Local City ordinances, regulations and amendments (Title 25, Chapter 15.04) • Latest adopted editions of the California Building Standards Code (CAC Title 24) • California State Housing Law as adopted the State of California and the City of San Luis Obispo (CAC Title 25) • California Public Safety Code (CAC Title 19) • City Municipal regulations and adopted City Engineer / Public Works Standards We further understand that projects will be assigned by the City’s Chief Building Official, Supervising Civil Engineer or Fire Marshal. Dependent upon the scope of each specific project assigned, plans reviews may consist of an examination of any or all of the above codes ordinances and laws. Mapping projects may also be submitted for review for compliance with the Subdivision Map Act. Interwest understands the following: • The assigned plan review turnaround expectations shall be 10 days for the initial check and 5 days for rechecks, unless otherwise specified by the City. • Interwest shall pick up and deliver plans to the department unless alternate arrangements are approved by the City and at the expense of Interwest. • We will provide electronic plan review services upon request. • All plan reviewers and inspectors are certified as required by ICC, California Association of Code Enforcement Officers or American Public Works Association and receive continuing education and annual training in accordance with the requirements of AB717 (Health and Safety Code 18965 et seq.). • A California Registered Engineer or Architect shall review the portions of the plans that involve engineering design. • A Registered Fire Protection Engineer should review projects involving fire suppression systems or hazardous materials management plans. • A Licensed Land Surveyor or qualified Registered Civil Engineer shall review mapping projects for compliance with the Subdivision Map Act. • Inspection services will include review and interpretation of approved construction documents and inspection of construction for compliance with the applicable codes as noted above. This also includes investigation of construction performed without a permit to determine appropriate enforcement action required to correct any violations DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 39 that may exist including violations of City Municipal Code Title 15 and Title 17 violations. • We understand that projects shall be assigned at the sole discretion of the Chief Building Official, Supervising Civil Engineer or Fire Marshal and the volume of plan reviews is dependent upon economic conditions that are outside the control of the City. • Interwest shall avoid situations involving an actual or potential conflict of interest and shall act as an agent and a deputy of the Chief Building Official, Supervising Civil Engineer, or Fire Marshal, and shall act in the interest of the City and the citizens of San Luis Obispo. • Interwest shall provide no services for any private client within the corporate boundaries of the City during the contract period. • Our development or improvement plan check services may include, but are not limited to the following: o Evaluate plans and specifications for a variety of private development projects; review the work of contract professional and technical staff and coordinates their work with that of other city departments, outside agencies, contractors and consultants. o Grading plans including mass grading, rough grading and precise grading plans. o Street improvement plans including street widening, rehabilitation and new street plans. o Storm drainage plans. o Review Hydrology and Hydraulic calculations and reports. o Traffic plans including signing and striping plans, traffic detour, staging, site plans and signal plans. o Engineer’s cost estimate for the related items of work for bonding purposes. o Engineer's reports including but not limited to: dust control plans, storm water pollution, low impact development and best practices, traffic impact studies, and hydrology studies. o Prevention plans, and special traffic reports. o The task of the plan checker includes reviewing for design conformance to: ▪ The approved Tentative map ▪ Related specific plans ▪ General plan and City ordinances ▪ Conditions of approval ▪ City Standards including the most current plan check list ▪ ADA / Accessibility Standards ▪ The City’s Subdivision Plan Check List ▪ Other agency requirements such as APCD, County of San Luis Obispo and CalTrans DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 40 ▪ Check general mathematics and design criteria ▪ Call for redesign of plans if poor, unsafe, or impractical designs could potentially be unsafe for the public QUALI T Y C ONT R O L M EAS U RES Upon award of contract, our Project Manager for the City will set up a meeting with key City staff to discuss any unique amendments or specifications required by your jurisdiction, billing arrangements, contact information and any special requests you would like us to keep in mind. All of our personnel work collaboratively with consistent communication between staff members for advice, application of specific expertise and any unique project or client knowledge. Meetings to coordinate and update all staff on current projects and phases of review are held weekly in addition any special meetings needed to address new developments or issues. We utilize specific reporting methods for this procedure. We utilize a custom database to compile all client and project information as it relates to any services we perform. We also develop and maintain a jurisdiction file containing all pertinent client, project and billing information accessible to project managers and assigned staff. Our technical and administrative staff is highly trained, attending seminars and educational conferences to keep current on up-to-date industry methods and information. Customer Service Our company emphasizes superior customer service to all of our employees. We take a unique approach to performing our duties, always willing to meet with clients for pre-design meetings, pre- submittal meetings or as needed to resolve complex code related plan review issues in the most efficient manner possible. In addition, the staff at Interwest brings a can-do attitude to their work— always focused on efficient plan review processes and successful project outcomes. Interwest Consulting Group’s engineers, architects, plans examiners and inspectors understand the importance of providing superior customer service to applicants, contractors and designers. Our philosophy is to provide our services in a professional, courteous and collaborative manner. We encourage our staff to work as part of the project team to insure successful project outcomes. Our staff of engineers, plans examiners and inspectors are available by phone or e-mail to answer questions pertaining to our plan reviews. We are also available to meet with applicants and designers on a face-to-face basis as required to resolve plan review issues. We can work directly with applicants or by the City’s preferred method of contact during the plan review process to resolve all code related issues and to provide complete and coordinated documents upon completion of the plan review process. Quality Assurance The services we provide are always closely coordinated and monitored to ensure we meet or exceed the service levels desired by the City, but also stay within the financial capacity of your operating budget. We have broad experience and “hands on” knowledge of municipal budgeting, specifically related to expenditures and cost recovery associated with private development processing and permitting. We will work in close partnership with the City, tailoring our services and deployment of staff to match the allocated budget. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 41 A crucial project control involves generating timely invoices tailored to City’s needs. We closely track all operations at each location monitoring project timesheets, invoices, as well as project (plans) tracking via a customized database with routine oversight by the assigned manager. This critical information keeps us within budget, provides knowledge of when to staff up or down, and ensures all projects are reviewed and returned in a timely manner. BUI L D I N G SAFE T Y P R O C ESSES Interwest Consulting Group has extensive experience and a proven track record of seamlessly integrating building and fire plan review and inspection services and development review services as-needed in a cost-effective manner. Our services consist of providing a single staff member or a complete team. We tailor our staff to fit your specific needs. Our role and mission is to provide the following: • A team of professionals with high-level experience and skills in successfully providing building department services, staff with a customer service focus and thorough knowledge of building department policies and procedures and promoting cooperation and partnership with other jurisdiction departments and outside agencies. • Licensed Plan Review Engineer or Architect and / or ICC Certified Plans Examiners for thorough and timely building and fire plan reviews. • Certified Building Inspector(s), ICC and / or CASp certified, with broad experience in jurisdictional procedures and the highest commitment to customer service. • Additional staffing as needed when workload increases to maintain exceptional service. • A high level of customer service for internal and external customers. • Additional services as needed and as requested to meet your workload needs. • Services in a cost-effective manner that remains within budget constraints. P L A N REVIEW SERVIC ES All plans examination services will be performed either by a licensed Civil or Structural Engineer, or an ICC Certified Plans Examiner under the direction of a licensed Civil or Structural Engineer and / or licensed Architect. For more complex projects and when needed to meet peak workload demands, additional support will be provided from our regional offices for, on-site or off-site, structural plan review services and non- structural plan review services. Our plans examiners understand and are intimately familiar with applicable building codes and plan review procedures and policies and will readily assist with solutions to complicated plan review issues. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 42 Our staff will work with project applicants in a collaborative and professional manner to quickly identify and resolve violations of codes, standards or local ordinances. They will provide thorough plan reviews in an effort to provide complete and accurate construction documents to minimize questions and problems during the construction phase of projects. Techn ic al C apa b ilit ies in Plan C heck Ar eas Interwest staff possesses significant technical capabilities in all areas of plans examination competence. All plans examiners are ICC Certified Plans Examiners with extensive experience providing plan review services. All plans examination activities will be performed under the direction of a California licensed professional engineer and/or licensed architect. Architectural Interwest’s non-structural plans examiners furnish plan review services for a vast array of projects including large residential, commercial, institutional, industrial, retail, and OSHPD 3 medical office buildings. Many of our plans examiners are CASp certified. Completed plan review projects range from single-story residential projects to complex high rise buildings and numerous building additions and remodels. We are experienced and familiar with the use and application of the most current editions of the following model codes: • California Building Standards Code (Title 24) Parts 1 through 6 and 9 • International Building Code (IBC) • Americans with Disabilities Act Standards for Accessible Design • ANSI Standards • NFPA Codes & Standards • CA Code of Regulations (CCR) Titles 19 and 25 • Jurisdiction-Adopted Amendments or Ordinances Structural Our structural engineers have experience designing and reviewing projects utilizing virtually all building materials. Our structural plan reviewers will verify that structural designs are in compliance with submitted Geotechnical Report findings and recommendations and Ground Motion Hazard Analysis recommendations for design and construction. • Wood • Masonry • Heavy Timber / Timber Frame • Concrete • Structural Steel • Light Gauge Steel Framing • Straw Bale • Rammed Earth Our engineers have designed or reviewed a wide array of structural systems including: • Buckling Restrained Braced Frames • Eccentric Braced Frames • Concentric Braced Frames • Concrete Moment Frames • Wood Shear-wall Systems • Masonry Shear-wall Systems • Concrete Shear-wall Systems • Cantilevered Column Systems • Pre-Stressed / Post-Tensioned Concrete • Various Proprietary Lateral Force Resisting Systems DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 43 Our structural engineers and inspectors are experienced with the provisions of most model codes including current versions of: • CCR Title 24, Part 2, Volume 2 • International Building Code (IBC) • AISC 341 & 360 • ASCE 7-10 • ASCE 41 • AISC Standards for Cold Formed Steel Mechanical, Plumbing & Electrical • ANSI / AF&PA NDS • ACI 318 (Concrete) • NEHRP • ACI 530 (Masonry) • CA Historic Building Codes • CA Existing Building Codes Interwest’s Mechanical and Electrical Engineers are well versed in the California Mechanical, Plumbing and Electrical codes. We will review submitted design documents to ensure compliance to the current edition of the following codes: • California Building Code • California Residential Code • California Plumbing Code • California Mechanical Code • California Electrical Code • Jurisdiction-Adopted Amendments or Ordinances Other review services are provided based on current editions of local or national standards such as: • International Building Code • International Residential Code • International Mechanical Code • International Plumbing Code • NFPA Standards 13 (automatic fire sprinkler systems) Energy Compliance • NFPA Standards 14 (standpipes) • NFPA Standards 20 (fire pumps) • NFPA Standards 72 (fire alarms) • NFPA Standards 99 (medical gases) • NFPA 101 Life Safety Code Our engineers and plan reviewers are up-to-date on all California Energy requirements as they relate to both new and remodel construction on large residential and commercial projects. The Energy Efficiency Standards for Residential and Nonresidential Buildings were established in 1978 in response to a legislative mandate to reduce California's energy consumption. These standards are updated periodically to allow consideration and possible incorporation of new energy efficiency technologies and methods. Green Building Standards Our staff is familiar with the incorporation of CALGreen building criteria into project designs and the resulting potential impact as related to the building codes. In addition, staff members have participated in the development of various “green” standards for super adobe, rammed earth, and straw bale construction, to name a few. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 44 Flood Zones Interwest’s staff of engineers and plans examiners have experience in providing plan reviews for projects located in flood zones, as several of our clients have developments that occur in areas prone to flooding. Interwest’s staff has provided numerous plan reviews for projects located in flood zones using FEMA’s Technical Bulletins as well as the local jurisdictions ordinances. In addition, members of Interwest’s staff have participated in state-sponsored committees to establish guideline and regulations for construction in areas designated as flood zones. Fire Code Plan Review We have a complete staff of experienced and licensed professional fire protection plans examiners and inspectors for your fire life safety needs. Our staff can check plans for compliance with all applicable fire code and standard requirements, including but not limited to the following: ICC Fire Code, Uniform Fire Code, California Fire Code, Life Safety Code, NFPA standards and your local/regional amendments. Our Fire Plans Examiners and Inspectors are well versed in the use and application of the following model codes, standards and regulations: • California Fire Code (CFC) • California Building Code (CBC) • Local amendments and policies related to the CFC and CBC • Adopted National Fire Protection Standards • California Health and Safety Code • Appropriate listings (CSFM, U.L., etc.) for common systems and materials • Fire Department Standards • National Fire Protection Referenced Standards pursuant to the above Codes • Municipal, State or Federal regulations enforced by Fire Departments and Fire Districts. Interwest Consulting Group’s staff is active with California Fire Prevention Officer’s Association, as well as local chapters of Building Officials Organizations throughout the State of California and Nevada. Interwest Consulting Group’s staff has also authored a comparison of the Uniform Fire Code (UFC) to the International Fire Code (IFC) for the California Fire Prevention Officer’s Association. Development Plan Review Interwest has the collective, diverse team of people and experience to perform a full range of Engineering Plan Check. More importantly, we possess the knowledge and skills necessary to effectively integrate the necessary engineering services with the client’s staff to create a design plan check process that is coordinated, consistent, and predictable. A typical scenario for “what” we do related to the review and processing of final maps, landscape plans, improvement plans, hydrology and hydraulics calculations and plans, and traffic engineering and operations plans and reports, follows: • Provide plan reviews for final maps, improvement and landscape plans. Review includes evaluation of required reports, studies, grading, drainage, and improvement plans, and design professional’s recommendations. Each plan review is assigned to a design plan reviewer with oversight of the project manager. The assigned design plan reviewer will be committed to the project and will furnish all subsequent submittal reviews for the project. This maintains a consistent review and avoids “late hit” comments. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 45 • Map checking will be overseen by professional engineers licensed to practice land surveying or by licensed Land Surveyors. • Engineering review of grading permit / applications is highly dependent upon the complexity and location of the proposed grading. A single lot entitled commercial grading permit application will be reviewed differently from a hillside lot or subdivision, or a project adjacent to a drainage corridor. • Soils reports will be evaluated, and confirmation of recommendations will be included on the plans. Boundary conditions will be evaluated to maintain continuity with surrounding properties and maintain existing drainage patterns. • Construction erosion control and post construction water quality control will be reviewed for compliance with the storm water quality management permit in effect. Transporting Plans Interwest Consulting Group will arrange for all pick-up and delivery of plan review documents from the City at no cost. Interwest uses varied methods of pick-up and delivery with the goal of providing same- day service. Electronic Plan Check Services Interwest Consulting Group currently provides electronic plan review services for multiple jurisdictions throughout California and we are prepared to provide electronic plan check for the City of San Luis Obispo. More and more jurisdictions are seeing the benefits of electronic permit and plan check, especially for large, complex projects. Electronic plan check services deliver many benefits to cities, including substantially improved turnaround times; instantaneous comments to the developer, applicant or architect; secured accessibility to documents; and reduced paper storage. Our staff is experienced providing electronic plan review services utilizing large format PDF documents and Bluebeam technology and can work closely with the City on any electronic plan check software program that is utilized. Our goal is always to collaborate with and support the building department by providing thorough, accurate and timely plan reviews. If desired, we have a simple-to-use and secure FTP site that allows the project applicant to upload digital content directly to our staff. Code Interpretations Code interpretations are subject to final review and approval by the Chief Building Official, City Fire Marshal and or City designated staff. Interwest Consulting Group’s engineers and plans examiners will provide unbiased recommendations and background information to help the Building Official make an informed decision. All plan review comments are subject to review and approval by the City Building Department. Special Projects and Accelerated Services Interwest is able to accommodate special project plan review needs such as fast-track, multi-phased, or accelerated plan reviews. We establish project specific turn-around goals and procedures with City staff for these types of projects based on the complexity of the projects as well as the construction schedule. Our staff of engineers and plans examiners will work with the City to resolve all plan review DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 46 issues. Our staff will deal directly with applicants and their designers during the plan review process to resolve all issues in a collaborative manner to resolve plan review issues as quickly as possible. Communicating Plan Review Results Plan reviews will consist of written comments in electronic format as directed by the City. Comment letters will be sent to the City and applicant at the completion of each review or as directed by the City. Specifically, plan reviews, when not immediately approved, will result in lists of comments referring to specific details and drawings, and referencing applicable code sections. Interwest Consulting Group will provide a clear, concise, and thorough document (i.e., comment list) from which clients, designers, contractors, and owners can work. Comment lists are delivered to our clients and other designated recipients (e.g., designers, contractors, owners) via email, fax, and / or reliable overland carrier. If requested, Interwest Consulting Group will transmit plan review comments and coordinate re-checks directly to the applicant as required and completed plan review documents ready for approval will be returned to the City for final approval. On-Site Consultant Services & Meeting Attendance Interwest Consulting Group has a full-time staff of experienced plan reviewers and licensed architects, structural and civil engineers available to perform on-site plan review. We understand the City may require the services of an onsite plan reviewer from time to time. Also, many of our inspection personnel are cross-trained and skilled in performing both front counter and inspection duties as a potential added cost-savings to the City. In addition, staff is available for pre-construction or pre-design meetings, field visits, contacts with the design team, and support for field inspection personnel as needed. With some reasonable limitations, pre-construction and pre-design meetings associated with projects that we plan review are considered part of the plan review service. Plan Review Tracking Method & Billing Process Our staff has experience working with most project tracking databases utilized by building departments. Our staff will update electronic records and make project related database entries as directed by the City. We will create and maintain a Jurisdiction File containing our research on any unique amendments or specifications required by your jurisdiction, billing arrangements, contact information and any special requests you would like us to keep in mind. Interwest Consulting Group uses a custom-designed database to maintain and track all plans throughout the review process from the moment you request a pick-up and / or shipment to delivery of the final, approved documents. Information such as project name, City’s project number, assigned plan reviewer(s), date documents were received, plan review cycle and completion date for current review can be provided. In addition to standard phone communication, custom reports can be emailed. In addition, we can provide online tracking for the City with a custom-designed web template geared to provide any reporting and information needs required. Our staff is available during standard business hours to answer questions via phone or email regarding the actual plan review in progress. We maintain active email accounts and our staff will be responsive DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 47 to any City or applicant needs. If we cannot speak directly to a caller, we will return calls no later than 24 hours. BUI L D I NG A ND F I RE I N SPECT I O N SERV I CES Building inspectors qualified to perform residential and commercial inspections can be made available as-needed during normal business hours (40 hours/week). Inspectors can also be flexible to assist during special off-hours by request with advance notice. Assigned staff will perform inspection services, as needed, to verify that the work of construction is in conformance with the approved project plans as well as identifying issues of non-compliance with applicable building and fire codes. Our field inspection services will include site inspections and writing legible and understandable correction and violation notices and field reports. In addition, we will be available to answer in-person or telephone inquiries. We understand that municipal codes may be frequently updated, so we will ensure that the projects we are inspecting are compliant with current code requirements. More specifically, we will ensure compliance with Title 24 California Building Codes, parts 1, 2, 2.5, 3, 4, 5, 6, 8, 9, 10, 11 and 12, covering structural, fire prevention, life safety, disabled access, energy conservation, green building, plumbing, mechanical and electrical installations in residential, commercial, industrial, existing and historical buildings. Interwest’s ICC / CASp certified inspectors have performed both building and fire inspection services on a wide variety of construction projects including new residential developments, large custom homes, and commercial, institutional, assembly, essential service buildings and industrial projects. When necessary for large or fast-track projects, multiple inspectors are available. Interwest’s inspectors will provide field inspections including site inspections of projects to verify conformance with approved drawings and specifications which will include review of the permit documents to verify that onsite conditions are consistent with the approved documents for square footage, setbacks, heights and any other applicable conditions. At the completion of inspections, Interwest’s inspectors will complete all necessary City forms and documents as required to provide seamless service. We understand that personality and customer service is crucial to on-the-job success, therefore, we have selected inspectors who are well versed in customer service and skilled in dealing with people both at the public counter and in the field. All inspection personnel assigned will be ICC and / or CASp certified as required. In s pec t o r Qualific a tion s & C e r tific a t ions Interwest retains inspectors who are motivated to achieve the highest level of experience and certification. We work hard to match your jurisdiction’s level of safety and code compliance. All Interwest Consulting Group inspectors are ICC-certified. Inspection personnel assigned will be able to read, understand and interpret construction plans, truss drawings and calculations, prepare and maintain accurate records and reports, communicate effectively orally and in writing and to work effectively with contractors, the public and general staff. Inspectors will DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 48 possess knowledge of approved and modern methods, materials, tools and safety used in building inspection and the most current building standards. In s pecti on Schedu l e Interwest Consulting Group will work with your organization to provide inspection staff in a timely manner. Our inspectors are familiar with a multitude of jurisdictional scheduling and tracking systems and can quickly adapt to jurisdiction requirements. Emergency inspections (usually requests that pertain to a serious or urgent life / safety issue) can be provided as they are needed; nights, weekends and holidays. Many of our inspectors are also available to serve at the public counter when needed. Tools & Equipment Interwest Consulting Group provides all necessary tools and equipment necessary for inspectors to carry out duties. P LAN REV I EW T U R N ARO U ND TIM EFR A M ES We consistently complete plan reviews within required timeframes for both commercial and residential projects as our standard business practice. We work hard to accommodate any turnaround schedule desired by the City. Type of Job Maximum Turn Around Time First Check Re-Check Residential (Single Family) New Construction 10 Business Days 5 Business Days Addition 10 Business Days 5 Business Days Remodel 10 Business Days 5 Business Days Non-Residential New Construction 10 Business Days 5 Business Days Addition 10 Business Days 5 Business Days Remodel (T.I.) 10 Business Days 5 Business Days Expedited Plan Review Projects Turnaround Time Negotiated on a Project-by-Project Basis DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 49 W H Y C H OOSE I NTE RWE ST C O N SUL T I NG GROUP ? What separates us from other consulting firms isn’t what we do, but how we do it. Since many of our staff have worked directly for public agencies as senior level plans examiners, inspectors, engineers and executive management staff, we clearly understand the importance, challenges and sometimes sensitive nature of municipal government work. Having served in the capacity of the “owner,” Interwest staff values the importance of listening and understanding the issues and concerns of community and special interest stakeholders. We value and appreciate the importance of developing and adhering to fair policies and processes to provide the consistency necessary to facilitate the development and implementation of high- quality public works projects. Interwest Consulting Group understands and values the importance of maintaining a focus on representing the interests of our public agency clients in a manner which reflects positively on the agencies we serve. We believe our mission is to be stewards for achieving your desired outcomes and to learn and understand the values and direction of City staff and City Council. We believe our ability to recognize and focus on what’s important is a crucial factor in the selection of Interwest Consulting Group. • Through our recent and on-going experience successfully performing similar services in other cities, we understand the work required by the City and are ready to meet any specific requirements • We have the experience, competence in staff and professional qualifications necessary for successfully performing the work required by the City DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A 50 Compensation SECTION 4 Interwest proposes to provide Building and Fire Plan Check, Inspection and Engineering Development Review Services to the City of San Luis Obispo. Fees and rates for those services are included on the Proposal Submittal Forms Certification Page located in Section 1, Submittal Forms. For ease of reference, we have listed these items separately below. Consultant Fee as a Percentage of Building Plan Check Fee 65% Consultant Fee as a Percentage of Fire Plan Check & Inspection Fee 68% Consultant Fee as a Percentage of Engineering Development Review Plan Check Fee 70% Structural Only Plan Review as a Percentage of the Building Plan Check Fee 35% Hourly Building Plan Review Fee $95 Hourly Fire Plan Review Fee $110 Hourly Engineering Plan Review Fee $135 Inspection Services upon request – Hourly Rate- Building $95 CASp Services upon request – Hourly Rate $110 Inspection Services upon request – Hourly Rate- Code $95 Inspection Services upon request – Hourly Rate- Fire $95 Inspection Services upon request – Hourly Rate- Engineering $135 Inspection Services upon request – Hourly Rate- Stormwater/NPDES $135 SCHEDULE OF HOURLY BILLING RATES The rates displayed in the Schedule of Hourly Billing Rates below reflect Interwest’s current hourly rates for staffing services proposed for the City of San Luis Obispo. CLASSIFICATION HOURLY BILLING RATE Licensed Engineer Plans Examiner........................................................................................................ $135 Civil / Grading Plan Review Engineer ........................................................................................................ 135 ICC Certified Plans Examiner ................................................................................................................ 95 Fire Protection Engineer ........................................................................................................................... 135 ICC Fire Plans Examiner ...................................................................................................................... 110 CASp Certified Plans Examiner / Inspector ................................................................................................ 110 Permit Technician ....................................................................................................................................... 65 Building Inspector ....................................................................................................................................... 95 Engineering Inspector ............................................................................................................................... 135 Shipping: There is no charge for courier or shipping services for plan review conducted off-site. Mileage: Mileage utilized while providing inspection services will be charged at the current IRS vehicle mileage rate. Overtime: Inspections in excess of eight hours per day, nights and weekends will be invoiced at 140% of the above rates. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A Notice Requesting Proposals for Specification No. 2019-4006-01 BUILDING & SAFETY, ENGINEERING DEVELOPMENT REVIEW, FIRE PLAN REVIEW AND INSPECTION SERVICES The City of San Luis Obispo is requesting sealed proposals for plan review and inspection of construction projects necessary to determine compliance with all applicable building, fire and development codes and laws pursuant to Specification No. 2019-4006-01. All firms interested in receiving further correspondence regarding this Request for Proposals (RFP) will be required to complete a free registration using BidSync (https://www.bidsync.com/bidsync-app- web/vendor/register/Login.xhtml). All proposals must be received via BidSync by the Community Development Department at or before May 29, 2019 when they will be opened publicly at 3 pm in the City Hall Conference Hearing Room, 990 Palm Street, San Luis Obispo, CA 93401. Proposals received after said time may not be considered. Specification packages and additional information may be obtained at the City’s BidSync website at www.BidSync.com. Please contact Eric Hagen at ehagen@slocity.org (805) 781-7572 with any questions. The City of San Luis Obispo is committed to including disabled persons in all of our services, programs and activities. Telecommunications Device for the Deaf (805) 781-7410. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A SECTION A: DESCRIPTION OF WORK ............................................................................................................. 2 SECTION B: GENERAL TERMS AND CONDITIONS ........................................................................................... 3 SECTION C: SPECIAL TERMS AND CONDITIONS ............................................................................................. 8 SECTION D: FORM OF AGREEMENT ............................................................................................................ 11 SECTION E: INSURANCE REQUIREMENTS .................................................................................................... 18 SECTION F: PROPOSAL SUBMITTAL FORMS ................................................................................................ 19 SECTION G: SCHEDULE OF PLAN CHECK AND INSPECTION FEES ................................................................. 27 SECTION H: PROPOSERS LIST ....................................................................................................................... 29 TABLE OF CONTENTS DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -2- SECTION A: DESCRIPTION OF WORK I. INTRODUCTION The City of San Luis Obispo (City) wishes to obtain the services of one or more professional governmental consulting firms (Consultant) to provide plan review and field inspection services for projects necessary to determine compliance with all applicable building and fire codes, development standards, City Municipal Codes and state and federal laws. The selected firm(s) will be issued an open purchase order and projects will be assigned by the City’s Chief Building Official, Supervising Civil Engineer or Fire Marshal. II. DESCRIPTION OF PROJECT The project, in general, will consist of the examination, analysis, and review of plans for various construction projects within the city in order to determine compliance with all applicable regulations, including but not limited to local building regulations and amendments, as well as the California Building Standards Code (CAC Title 24), comprised of the latest adopted editions of the model codes with State amendments, and the State Housing Law (CAC Title 25) as adopted by the State of California and the City of San Luis Obispo, the California Public Safety Code (CAC Title 19), City Municipal Code regulations and adopted City Engineer/Public Works standards. Dependent upon the scope of each specific project assigned, such plan reviews may consist of an examination of the structural, electrical, mechanical, plumbing, energy conservation, green building measures, fire and life safety, fire protection systems, hazardous materials management plans, grading, drainage to include stormwater and LID design requirements, geotechnical, onsite improvements, right-of-way improvements, and disabled accessibility aspects of the proposed project. Mapping projects may also be submitted for review for compliance with the Subdivision Map Act. The City shall provide the Consultant with copies of code amendments and official code interpretations issued by the Chief Building Official, Supervising Civil Engineer or Fire Marshal. Bidders may submit proposals for services listed in this specification in whole or in part. Proposals are to provide a clear listing of services proposed under this specification on the technical specification submittal form located in Section F of this specification. The standard turnaround time for assigned plan reviews shall be 10 working days for the initial check and 5 working days for rechecks, unless otherwise specified by the City. Consultants shall pick up and deliver plans to the department unless alternate arrangements are approved by the City, which may include shipping at the sole expense of the Consultant. The Consultant should have electronic plan review capabilities and offer these services upon request. The Consultant shall utilize employees to perform the plan reviews who are certified as Plans Examiners through the International Code Council and who are provided with a reasonable degree of annual training in accordance with the requirements of AB 717 (Health and Safety Code 18965 et seq.). A California Registered Engineer or Licensed Architect employed by the Consultant shall review the portion of plans that involve engineering design. A Registered Fire Protection Engineer should review projects involving fire suppressions systems or hazardous materials management plans. A Licensed Land Surveyor or qualified Registered Civil Engineer shall review mapping projects for compliance with the Subdivision Map Act. The project may include providing inspection services. Inspections will include review and interpretation DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -3- of approved construction documents and inspection of construction for compliance with the various applicable codes (listed under the plan check services above). Inspections may include investigation of construction performed without a permit to determine appropriate enforcement action required to correct any violations that may exist including violations of City Municipal Code Title 15 and Title 17 violations. The Consultant shall utilize employees to perform inspections who are certified as required either by the International Code Council, California Association of Code Enforcement Officers or American Public Works Association and who are provided with a reasonable degree of annual training in accordance with the requirements of AB 717 (Health and Safety Code 18965 et seq.). Projects shall be assigned at the sole discretion of the Chief Building Official, Supervising Civil Engineer or Fire Marshal. The City may use its own employees and/or other independent Consultants to perform plan reviews in addition to any such work assigned to Consultant. The volume of plan reviews is dependent upon economic conditions that are outside the control of the City. Consequently, there is no guarantee provided as to the minimum or maximum volume of work that may be assigned to a Consultant within any given time period. In the course of the plan review process, the Consultant shall avoid situations involving an actual or potential conflict of interest, shall act as an agent and a deputy of the Chief Building Official, Supervising Civil Engineer or Fire Marshal, and shall act in the interests of the City and the citizens of San Luis Obispo. Consultants shall provide no services for any private client within the corporate boundaries of the City during the contract period. SECTION B: GENERAL TERMS AND CONDITIONS PROPOSAL REQUIREMENTS 1. Requirement to Meet All Provisions. Each individual or firm submitting a proposal (bidder) shall meet all the terms, and conditions of the Request for Proposals (RFP) specification package. By virtue of its proposal submittal, the bidder acknowledges agreement with and acceptance of all provisions of the RFP specifications. 2. Proposal Submittal. Each proposal must be submitted on the form(s) provided in the specifications and accompanied by any other required submittals or supplemental materials. Proposal documents shall be enclosed in an envelope that shall be sealed and addressed to the Department of Finance, City of San Luis Obispo, 990 Palm Street, San Luis Obispo, CA, 93401. To guard against premature opening, the proposal should be clearly labeled with the proposal title, specification number, name of bidder, and date and time of proposal opening. No FAX or emailed submittals will be accepted. 3. Insurance Certificate. Each proposal must include a certificate of insurance showing: a. The insurance carrier and its A.M. Best rating. b. Scope of coverage and limits. c. Deductibles and self-insured retention. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -4- The purpose of this submittal is to generally assess the adequacy of the bidder’s insurance coverage during proposal evaluation; as discussed under paragraph 12 below, endorsements are not required until contract award. The City’s insurance requirements are detailed in Section E. 4. Proposal Quotes and Unit Price Extension. The extension of unit prices for the quantities indicated and the lump sum prices quoted by the bidder must be entered in figures in the spaces provided on the Proposal Submittal Form(s). Any lump sum bid shall be stated in figures. The Proposal Submittal Form(s) must be totally completed. If the unit price and the total amount stated by any proposer for any item are not in agreement, the unit price alone will be considered as representing the proposer’s intention and the proposal total will be corrected to conform to the specified unit price. 5. Proposal Withdrawal and Opening. A proposer may withdraw its proposal, without prejudice prior to the time specified for the proposal opening, by submitting a written request to the Director of Finance for its withdrawal, in which event the proposal will be returned to the proposer unopened. No proposal received after the time specified or at any place other than that stated in the “Notice Requesting Proposals” will be considered. All proposals will be opened and declared publicly. Proposers or their representatives are invited to be present at the opening of the proposals. 6. Submittal of One Proposal Only. No individual or business entity of any kind shall be allowed to make or file, or to be interested in more than one proposal, except an alternative proposal when specifically requested; however, an individual or business entity that has submitted a sub- proposal to a proposer submitting a proposal, or who has quoted prices on materials to such proposer, is not thereby disqualified from submitting a sub-proposal or from quoting prices to other proposers submitting proposals. 7. Cooperative Purchasing. During the term of the contract, the successful proposer will extend all terms and conditions to any other local governmental agencies upon their request. These agencies will issue their own purchase orders, will directly receive goods or services at their place of business and will be directly billed by the successful proposer. 8. Communications. All timely requests for information submitted in writing will receive a written response from the City. Telephone communications with City staff are not encouraged but will be permitted. However, any such oral communication shall not be binding on the City. CONTRACT AWARD AND EXECUTION 9. Proposal Retention and Award. The City reserves the right to retain all proposals for a period of 60 days for examination and comparison. The City also reserves the right to waive non-substantial irregularities in any proposal, to reject any or all proposals, to reject or delete one part of a proposal and accept the other, except to the extent that proposals are qualified by specific limitations. See the “special terms and conditions” in Section C of these specifications for proposal evaluation and contract award criteria. 10. Competency and Responsibility of Proposer. The City reserves full discretion to determine the competence and responsibility, professionally and/or financially, of proposers. Proposers will DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -5- provide, in a timely manner, all information that the City deems necessary to make such a decision. 11. Contract Requirement. The proposer to whom award is made (Consultant) shall execute a written contract with the City within ten (10) calendar days after notice of the award has been sent by mail to it at the address given in its proposal. The contract shall be made in the form adopted by the City and incorporated in these specifications. 12. Insurance Requirements. The Consultant shall provide proof of insurance in the form, coverages and amounts specified in Section E of these specifications within 10 (ten) calendar days after notice of contract award as a precondition to contract execution. 13. Business License & Tax. The Consultant must have a valid City of San Luis Obispo business license & tax certificate before execution of the contract. Additional information regarding the City’s business tax program may be obtained by calling (805) 781-7134. CONTRACT PERFORMANCE 14. Ability to Perform. The Consultant warrants that it possesses, or has arranged through subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work hereunder in compliance with all federal, state, county, city, and special district laws, ordinances, and regulations. 15. Laws to be Observed. The Consultant shall keep itself fully informed of and shall observe and comply with all applicable state and federal laws and county and City of San Luis Obispo ordinances, regulations and adopted codes during its performance of the work. 16. Payment of Taxes. The contract prices shall include full compensation for all taxes that the Consultant is required to pay. 17. Permits and Licenses. The Consultant shall procure all permits and licenses, pay all charges and fees, and give all notices necessary. 18. Safety Provisions. The Consultant shall conform to the rules and regulations pertaining to safety established by OSHA and the California Division of Industrial Safety. 19. Public and Employee Safety. Whenever the Consultant’s operations create a condition hazardous to the public or City employees, it shall, at its expense and without cost to the City, furnish, erect and maintain such fences, temporary railings, barricades, lights, signs and other devices and take such other protective measures as are necessary to prevent accidents or damage or injury to the public and employees. 20. Preservation of City Property. The Consultant shall provide and install suitable safeguards, approved by the City, to protect City property from injury or damage. If City property is injured or damaged resulting from the Consultant’s operations, it shall be replaced or restored at the Consultant’s expense. The facilities shall be replaced or restored to a condition as good as when the Consultant began work. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -6- 21. Immigration Act of 1986. The Consultant warrants on behalf of itself and all subconsultants engaged for the performance of this work that only persons authorized to work in the United State pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder. 22. Consultant Non-Discrimination. In the performance of this work, the Consultant agrees that it will not engage in, nor permit such sub-consultants as it may employ, to engage in discrimination in employment of persons because of age, race, color, gender, gender expression, national origin (ancestry), disability, military status, marital status, sexual orientation, or religion (creed) of such persons. 23. Work Delays. Should the Consultant be obstructed or delayed in the work required to be done hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire, earthquake, or any other Act of God, or by the inability to obtain materials, equipment, or labor due to federal government restrictions arising out of defense or war programs, then the time of completion may, at the City’s sole option, be extended for such periods as may be agreed upon by the City and the Consultant. In the event that there is insufficient time to grant such extensions prior to the completion date of the contract, the City may, at the time of acceptance of the work, waive liquidated damages that may have accrued for failure to complete on time, due to any of the above, after hearing evidence as to the reasons for such delay, and making a finding as to the causes of same. 24. Payment Terms. The City’s payment terms are 30 days from the receipt of an original invoice and acceptance by the City of the materials, supplies, equipment, or services provided by the Consultant (Net 30). 25. Inspection. The Consultant shall furnish City with every reasonable opportunity for City to ascertain that the services of the Consultant are being performed in accordance with the requirements and intentions of this contract. All work done, and all materials furnished, if any, shall be subject to the City’s inspection and approval. The inspection of such work shall not relieve Consultant of any of its obligations to fulfill its contract requirements. 26. Audit. The City shall have the option of inspecting and/or auditing all records and other written materials used by Consultant in preparing its invoices to City as a condition precedent to any payment to Consultant. 27. Interests of Consultant. The Consultant covenants that it presently has no interest, and shall not acquire any interest—direct, indirect or otherwise—that would conflict in any manner or degree with the performance of the work hereunder. The Consultant further covenants that, in the performance of this work, no subconsultant or person having such an interest shall be employed. The Consultant certifies that no one who has or will have any financial interest in performing this work is an officer or employee of the City. It is hereby expressly agreed that, in the performance of the work hereunder, the Consultant shall at all times be deemed an independent consultant and not an agent or employee of the City. 28. Hold Harmless and Indemnification. The Consultant agrees to defend, indemnify, protect and hold the City and its agents, officers and employees harmless from and against any and all claims asserted or liability established for damages or injuries to any person or property, including injury DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -7- to the Consultant's employees, agents or officers that arise from or are connected with or are caused or claimed to be caused by the acts or omissions of the Consultant, and its agents, officers or employees, in performing the work or services herein, and all expenses of investigating and defending against same; provided, however, that the Consultant's duty to indemnify and hold harmless shall not include any claims or liability arising from the established sole negligence or willful misconduct of the City, its agents, officers or employees. 29. Contract Assignment. The Consultant shall not assign, transfer, convey or otherwise dispose of the contract, or its right, title or interest, or its power to execute such a contract to any individual or business entity of any kind without the previous written consent of the City. 31. Termination. If, during the term of the contract, the City determines that the Consultant is not faithfully abiding by any term or condition contained herein, the City may notify the Consultant in writing of such defect or failure to perform. This notice must give the Consultant a 10 (ten) calendar day notice of time thereafter in which to perform said work or cure the deficiency. If the Consultant has not performed the work or cured the deficiency within the ten days specified in the notice, such shall constitute a breach of the contract and the City may terminate the contract immediately by written notice to the Consultant to said effect. Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights under the contract except, however, any and all obligations of the Consultant’s surety shall remain in full force and effect, and shall not be extinguished, reduced, or in any manner waived by the terminations thereof. In said event, the Consultant shall be entitled to the reasonable value of its services performed from the beginning date in which the breach occurs up to the day it received the City’s Notice of Termination, minus any offset from such payment representing the City’s damages from such breach. “Reasonable value” includes fees or charges for goods or services as of the last milestone or task satisfactorily delivered or completed by the Consultant as may be set forth in the Agreement payment schedule; compensation for any other work, services or goods performed or provided by the Consultant shall be based solely on the City’s assessment of the value of the work- in-progress in completing the overall work scope. The City reserves the right to delay any such payment until completion or confirmed abandonment of the project, as may be determined in the City’s sole discretion, so as to permit a full and complete accounting of costs. In no event, however, shall the Consultant be entitled to receive in excess of the compensation quoted in its proposal. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -8- SECTION C: SPECIAL TERMS AND CONDITIONS 1. Proposal Content. Your proposal must include the following information: Submittal Forms a. Proposal submittal summary. b. Certificate of insurance. c. References from at least three municipalities for whom you have provided similar services. d. Completion of the Technical Specification Sheet and Proposal Submittal Form. Qualifications e. Experience of your firm in performing similar services. f. Education, training, experience, professional registration and certification of the principal and of staff members who will be involved in the projects. Include resumes of the individuals who would be assigned to projects, including any sub-contractors. g. Statement and explanation of any instances where your firm has been removed from a project or disqualified from proposing on a project. h. Any additional capabilities of the firm or optional services that may be offered (e.g. NPDES services, CASp services), which supplement the scope of the specification description. Work Program i. A brief narrative of the processes that will be employed to accomplish the specification including a discussion of the quality control measures. j. Proposed Plan Review turn-around times. k. Any other information that would assist us in making this contract award decision. Compensation l. Proposed compensation shall be delineated on the Proposal Submittal Form provided with this RFP. m. A standard hourly billing rate for the assigned plan reviews. Proposal Length and Copies n. Proposals should not exceed 50 pages, including attachments and supplemental materials. o. Six copies of the proposal must be submitted. 2. Proposal Evaluation and Consultant Selection. Proposals will be evaluated by a review committee based on the following criteria: a. Understanding of the work required by the City. b. Quality, clarity and responsiveness of the proposal. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -9- c. Demonstrated competence and professional qualifications necessary for successfully performing the work required by the City. d. Recent experience in successfully performing similar services. e. Proposed approach in completing the work. f. References. g. Background and experience of the specific individuals to be assigned to projects. h. Proposed compensation. As reflected above, contract award will not be based solely on price, but on a combination of factors as determined to be in the best interest of the City. After evaluating the proposals and discussing them further with the finalists or the tentatively selected Consultant, the City reserves the right to further negotiate the proposed work and/or method and amount of compensation. 3. Proposal Review and Award Schedule. The following is an outline of the anticipated schedule for proposal review and contract award: a. Issue RFP 4/26/2019 b. Receive proposals 5/29/2019 c. Complete proposal evaluations 6/5/2019 d. Conduct finalist interviews and finalize recommendation 6/11/2019 e. Execute contract 6/21/2019 f. Start work 6/24/2019 4. Pre-Proposal Conference. An optional pre-proposal conference will be held at the following location, date, and time to answer any questions that prospective bidders may have regarding this RFP: 5. Ownership of Materials. All original drawings, plan documents and other materials prepared by or in possession of the Consultant as part of the work or services under these specifications shall become the permanent property of the City and shall be delivered to the City upon demand. 6. Release of Reports and Information. Any reports, information, data, or other material given to, prepared by or assembled by the Consultant as part of the work or services under these specifications shall be the property of the City and shall not be made available to any individual or organization by the Consultant without the prior written approval of the City. 7. Copies of Reports and Information. If the City requests additional copies of reports, drawings, specifications, or any other material in addition to what the Consultant is required to furnish in limited quantities as part of the work or services under these specifications, the Consultant shall provide such additional copies as are requested, and City shall compensate the Consultant for the costs of duplicating of such copies at the Consultant's direct expense. 8. Required Deliverable Products. The Consultant will be required to provide: a. One electronic submission - digital-ready original .pdf of all final documents. If Consultant wishes to file a paper copy, it must be submitted in a sealed envelope to the address provided in the RFP. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -10- b. Corresponding computer files compatible with the following programs whenever possible unless otherwise directed by the project manager: Word Processing: MS Word Spreadsheets: MS Excel Desktop Publishing: InDesign Virtual Models: Sketch Up Digital Maps: Geodatabase shape files in State Plan Coordinate System as specified by City GIS staff c. City staff will review any documents or materials provided by the Consultant and, where necessary, the Consultant will be required to respond to staff comments and make such changes as deemed appropriate. ALTERNATIVE PROPOSALS 9. Alternative Proposals. The proposer may submit an alternative proposal (or proposals) that it believes will also meet the City's specification objectives but in a different way. In this case, the proposer must provide an analysis of the advantages and disadvantages of each of the alternative and discuss under what circumstances the City would prefer one alternative to the other(s). 10. Attendance at Meetings and Hearings. When requested, the Consultant will attend public meetings to present and discuss its findings and recommendations. Compensation for attendance will be at the hourly rate. 11. Accuracy of RFP. This specification is believed by the City to be accurate and to contain no affirmative misrepresentation or any concealment of fact. Bidders are cautioned to undertake an independent analysis of any test results in the specifications, as City does not guaranty the accuracy of its interpretation of test results contained in the specifications package. In preparing its proposal, the bidder and all subconsultants named in its proposal shall bear sole responsibility for proposal preparation errors resulting from any misstatements or omissions in the plans and specifications that could easily have been ascertained by examining either the project site or accurate test data in the City's possession. Although the effect of ambiguities or defects in the plans and specifications will be as determined by law, any patent ambiguity or defect shall give rise to a duty of bidder to inquire prior to proposal submittal. Failure to so inquire shall cause any such ambiguity or defect to be construed against the bidder. An ambiguity or defect shall be considered patent if it is of such a nature that the bidder, assuming reasonable skill, ability and diligence on its part, knew or should have known of the existence of the ambiguity or defect. Furthermore, failure of the bidder or subconsultants to notify City in writing of specification or plan defects or ambiguities prior to proposal submittal shall waive any right to assert said defects or ambiguities subsequent to submittal of the proposal. To the extent that these specifications constitute performance specifications, the City shall not be liable for costs incurred by the successful bidder to achieve the specification’s objective or standard beyond the amounts provided there for in the proposal. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -11- In the event that, after awarding the contract, any dispute arises as a result of any actual or alleged ambiguity or defect in the plans and/or specifications, or any other matter whatsoever, Consultant shall immediately notify the City in writing, and the Consultant and all subconsultants shall continue to perform, irrespective of whether or not the ambiguity or defect is major, material, minor or trivial, and irrespective of whether or not a change order, time extension, or additional compensation has been granted by City. Failure to provide the hereinbefore described written notice within one (1) working day of consultant's becoming aware of the facts giving rise to the dispute shall constitute a waiver of the right to assert the causative role of the defect or ambiguity in the plans or specifications concerning the dispute. SECTION D: FORM OF AGREEMENT AGREEMENT THIS AGREEMENT is made and entered into in the City of San Luis Obispo on [day, date, year] by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City, and [CONSULTANT’S NAME IN CAP ITAL L ETTERS ], hereinafter referred to as Consultant. W I T N E S S E T H: WHEREAS, on [date], City requested proposals for building & safety, engineering development review, fire plan review and inspection services per Specification No. 2019-4006-01 WHEREAS, pursuant to said request, Consultant submitted a proposal that was accepted by City for said services; NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows: 1. TERM. The term of this Agreement shall be for three years from the date this Agreement is made and entered, as first written above. 2. INCORPORATION BY REFERENCE. City Specification No. 2019-4006-01 and Consultant’s proposal dated [date], are hereby incorporated in and made a part of this Agreement. To the extent that there are any conflicts between the City’s specification and this Agreement and the Consultant’s proposal, the terms of the City’s specification and this Agreement shall prevail, unless specifically agreed otherwise in writing signed by both parties. 4. INSURANCE: Consultant shall procure and maintain insurance as described in SECTION E. 5. START AND COMPLETION OF WORK. Work on this project shall begin within five calendar days after contract execution. Individual projects shall be completed in accordance with approved project schedules. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -12- 6. CONTRACT TERM FOR ON-CALL SERVICE CONTRACTS. The interim services requested will be contracted for by the City on as needed basis and as requested in writing by the City. The City reserves the right to use other contractors for the same or similar services or to request proposals for similar services as needed while Consultant provides services. 7. WORK DELAYS. Should the Consultant be obstructed or delayed in the work required to be done hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire, earthquake, or any other Act of God, or by the inability to obtain materials, equipment, or labor due to federal government restrictions arising out of defense or war programs, then the time of completion may, at the City's sole option, be extended for such periods as may be agreed upon by the City and the Consultant. In the event that there is insufficient time to grant such extensions prior to the completion date of the contract, the City may, at the time of acceptance of the work, waive liquidated damages that may have accrued for failure to complete on time, due to any of the above, after hearing evidence as to the reasons for such delay, and making a finding as to the causes of same. 8. TERMINATION. If, during the term of the contract, the City determines that the Consultant is not faithfully abiding by any term or condition contained herein, or the Consultant’s work is determined to be deficient, the City may notify the Consultant in writing of such defect or failure to perform. This notice will give the Consultant a 10 (ten) calendar day notice of time thereafter in which to perform said work or cure the deficiency. If the Consultant has not performed the work or cured the deficiency within the ten days specified in the notice, such shall constitute a breach of the contract and the City may terminate the contract immediately by written notice to the Consultant to said effect. Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights under the contract except, however, any and all obligations of the Consultant's surety shall remain in full force and effect, and shall not be extinguished, reduced, or in any manner waived by the termination thereof. In said event, the Consultant shall be entitled to the reasonable value of its services performed from the beginning date in which the breach occurs up to the day it received the City's Notice of Termination, minus any offset from such payment representing the City's damages from such breach. "Reasonable value" includes fees or charges for goods or services as of the last milestone or task satisfactorily delivered or completed by the Consultant as may be set forth in the Agreement payment schedule; compensation for any other work, services or goods performed or provided by the Consultant shall be based solely on the City's assessment of the value of the work-in-progress in completing the overall work scope. The City reserves the right to delay any such payment until completion or confirmed abandonment of the project, as may be determined in the City's sole discretion, so as to permit a full and complete accounting of costs. In no event, however, shall the Consultant be entitled to receive in excess of the compensation quoted in its proposal. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -13- If, at any time during the term of the contract, the City determines that the proposed work is not feasible due to funding shortages or unforeseen circumstances, the City reserves the right to terminate the contract. Consultant will be paid compensation due and payable to the date of termination. 9. ABILITY TO PERFORM. The Consultant warrants that it possesses, or has arranged through subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work hereunder in compliance with any and all applicable federal, state, county, city, and special district laws, ordinances, and regulations. 10. SUB-CONTRACT PROVISIONS. No portion of the work pertinent to this contract shall be subcontracted without written authorization by the City. Any substitution of sub-consultants must be approved in writing by the City. For any sub-contract for services in excess of $25,000, the subcontract shall contain all provisions of this agreement. 11. CONTRACT ASSIGNMENT. The Consultant shall not assign, transfer, convey or otherwise dispose of the contract, or its right, title or interest, or its power to execute such a contract to any individual or business entity of any kind without the previous written consent of the City. 12. INSPECTION. The Consultant shall furnish City with every reasonable opportunity for City to ascertain that the services of the Consultant are being performed in accordance with the requirements and intentions of this contract. All work done and all materials furnished, if any, shall be subject to the City's inspection and approval. The inspection of such work shall not relieve Consultant of any of its obligations to fulfill its contract requirements. 13. RECORD RETENTION AND AUDIT. For the purpose of determining compliance with various laws and regulations as well as performance of the contract, the Consultant and sub-consultants shall maintain all books, documents, papers, accounting records and other evidence pertaining to the performance of the contract, including but not limited to the cost of administering the contract. Materials shall be made available at their respective offices at all reasonable times during the contract period and for three years from the date of final payment under the contract. Authorized representatives of the City shall have the option of inspecting and/or auditing all records. For Federally funded projects, access to records shall also include authorized representatives of the State and Federal government. Copies shall be furnished if requested. 14. CONFLICT OF INTEREST. The Consultant shall disclose any financial, business, or other relationship with the City that may have an impact upon the outcome of this contract, or any ensuing construction project. The Consultant shall also list current clients who may have a financial interest in the outcome of this contract, or any ensuing construction project which will follow. The Consultant covenants that it presently has no interest, and shall not acquire any interest—direct, indirect or otherwise—that would conflict in any manner or degree with the performance of the work hereunder. The Consultant further covenants that, in the performance of this work, no sub-consultant or DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -14- person having such an interest shall be employed. The Consultant certifies that no one who has or will have any financial interest in performing this work is an officer or employee of the City. It is hereby expressly agreed that, in the performance of the work hereunder, the Consultant shall at all times be deemed an independent Consultant and not an agent or employee of the City. 15. REBATES, KICKBACKS OR OTHER UNLAWFUL CONSIDERATION. The Consultant warrants that this contract was not obtained or secured through rebates, kickbacks or other unlawful consideration, either promised or paid to any City employee. For breach or violation of the warranty, the City shall have the right in its discretion; to terminate the contract without liability; to pay only for the value of the work actually performed; to deduct from the contract price; or otherwise recover the full amount of such rebate, kickback or other unlawful consideration. 16. COVENANT AGAINST CONTINGENT FEES. The Consultant warrants by execution of this contract that no person or selling agency has been employed, or retained, to solicit or secure this contract upon an agreement or understanding, for a commission, percentage, brokerage, or contingent fee, excepting bona fide employees or bona fide established commercial or selling agencies maintained by the Consultant for the purpose of securing business. For breach or violation of this warranty, the City has the right to annul this contract without liability; pay only for the value of the work actually performed, or in its discretion, to deduct from the contract price or consideration, or otherwise recover the full amount of such commission, percentage, brokerage, or contingent fee. 17. COMPLIANCE WITH LAWS AND WAGE RATES. The Consultant shall keep itself fully informed of and shall observe and comply with all applicable state and federal laws and county and City of San Luis Obispo ordinances, regulations and adopted codes during its performance of the work. 18. PAYMENT OF TAXES. The contract prices shall include full compensation for all taxes that the Consultant is required to pay. 19. PERMITS, LICENSES AND FILING FEES. the consultant shall obtain a city business registration and pay the appropriate fees. 20. SAFETY PROVISIONS. The Consultant shall conform to the rules and regulations pertaining to safety established by OSHA and the California Division of Industrial Safety. 21. IMMIGRATION ACT OF 1986. The Consultant warrants on behalf of itself and all sub- consultants engaged for the performance of this work that only persons authorized to work in the United States pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder. 22. CONSULTANT NON-DISCRIMINATION. In the award of subcontracts or in performance of this work, the Consultant agrees that it will not engage in, nor permit such sub-consultants as it may DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -15- employ, to engage in discrimination in employment of persons on any basis prohibited by State or Federal law. 23. INDEMNIFICATION FOR PROFESSIONAL LIABILITY. To the fullest extent permitted by law, Consultant shall indemnify, protect, defend and hold harmless City and any and all of its officials, employees and agents (“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs and expenses, including attorney’s fees and costs which arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 24. NON-EXCLUSIVE CONTRACT. The City reserves the right to contract for the services listed in this proposal from other consultants during the contract term. 25. CONSULTANT ENDORSEMENT. Technical reports, plans and specifications shall be stamped and signed by the Consultant where required. 26. OWNERSHIP OF MATERIALS. Upon completion of all work under this contract, ownership and title to all reports, documents, plans, specifications, and estimates produced as part of this contract will automatically be vested in the City and no further agreement will be necessary to transfer ownership to the City. The Consultant shall furnish the City all necessary copies of data needed to complete the review and approval process. 27. RELEASE OF REPORTS AND INFORMATION. Any reports, information, data, or other material given to, prepared by or assembled by the Consultant as part of the work or services under these specifications shall be the property of the City and shall not be made available to any individual or organization by the Consultant without the prior written approval of the City. The Consultant shall not issue any news release or public relations item of any nature, whatsoever, regarding work performed or to be performed under this contract without prior review of the contents thereof by the City and receipt of the City’s written permission. 28. CONSULTANT INVOICES. The Consultant shall deliver a monthly invoice to the City, itemized by project title, plan check number and address. Invoice must include a breakdown of charges by assigned project. 29. PAYMENT. For providing services as specified in this Agreement, City will pay and Consultant shall receive therefore compensation in a total sum not to exceed the individual agreed upon project fee. Charges shall be based on those quoted in the proposal. Charges for plan review shall be based on the percentage of the City plan review fee as stipulated in the proposal, unless the City explicitly assigns the project on an hourly basis. Charges for inspection services shall be based on the hourly rate as stipulated in the proposal, unless the City explicitly assigns the project on a percentage basis. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -16- 30. PAYMENT TERMS. The City's payment terms are 30 days from the receipt of an original invoice and acceptance by the City of the materials, supplies, equipment or services provided by the Consultant (Net 30). 31. RESOLUTION OF DISPUTES. Any dispute, other than audit, concerning a question of fact arising under this contract that is not disposed of by agreement shall be decided by a committee consisting of the City’s Project Manager and the City Director of Community Development, who may consider written or verbal information submitted by the Consultant. Not later than thirty days after completion of all deliverables necessary to complete the plans, specifications and estimate, the Consultant may request review by the City Council of unresolved claims or disputes, other than audit, in accordance with Chapter 1.20 Appeals Procedure of the Municipal Code. Any dispute concerning a question of fact arising under an audit of this contract that is not disposed of by agreement, shall be reviewed by the City’s Chief Fiscal Officer. Not later than 30 days after issuance of the final audit report, the Consultant may request a review by the City’s Chief Fiscal Officer of unresolved audit issues. The request for review must be submitted in writing. Neither the pendency of a dispute, nor its consideration by the City will excuse the consultant from full and timely performance in accordance with the terms of this contract. 32. AGREEMENT PARTIES. City: City Clerk City of San Luis Obispo 990 Palm Street San Luis Obispo, CA 93401 Consultant: FIRM NAME Attn: Principal authorized to sign Address All written notices to the parties hereto shall be sent by United States mail, postage prepaid by registered or certified mail addressed as shown above. 33. INCORPORATION BY REFERENCE. Consultant's letter proposal dated [date] is hereby incorporated in and made a part of this Agreement. 34. AMENDMENTS. Any amendment, modification or variation from the terms of this Agreement shall be in writing and shall be effective only upon approval by the Community Development Director. 35. WORKING OUT OF SCOPE. If, at any time during the project, the consultant is directed to do work by persons other than the City Project Manager and the Consultant believes that the work is outside of the scope of the original contract, the Consultant shall inform the Project Manager immediately. If the Project Manager and Consultant both agree that the work is outside of the project DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -17- scope and is necessary to the successful completion of the project, then a fee will be established for such work based on Consultant's hourly billing rates or a lump sum price agreed upon between the City and the Consultant. Any extra work performed by Consultant without prior written approval from the City Project Manager shall be at Consultant's own expense. 36. COMPLETE AGREEMENT. This written agreement, including all writings specifically incorporated herein by reference, shall constitute the complete agreement between the parties hereto. No oral agreement, understanding or representation not reduced to writing and specifically incorporated herein shall be of any force or effect, nor shall any such oral agreement, understanding or representation be binding upon the parties hereto. For and in consideration of the payments and agreements hereinbefore mentioned to be made and performed by City, Consultant agrees with City to do everything required by this Agreement, the said specification and incorporated documents. Failure by the Consultant to carry out the requirements of this Agreement is a material breach of this agreement which may result in the termination of this Agreement or such other remedy as the City deems appropriate. 37. AUTHORITY TO EXECUTE AGREEMENT. Both City and Consultant do covenant that everyone executing this agreement on behalf of each party is a person duly authorized and empowered to execute Agreements for such party. IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day and year first above written. CITY OF SAN LUIS OBISPO: By: City Manager APPROVED AS TO FORM: CONSULTANT: By: City Attorney Name of CAO / President Its: CAO / President DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -18- SECTION E: INSURANCE REQUIREMENTS Consultant Services The Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, employees or subconsultants. Minimum Scope of Insurance. Coverage shall be at least as broad as: 1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001). 2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto). 3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. 4. Errors and Omissions Liability insurance as appropriate to the consultant's profession. Minimum Limits of Insurance. Consultant shall maintain limits no less than: 1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage. 3. Employer's Liability: $1,000,000 per accident for bodily injury or disease. 4. Errors and Omissions Liability: $1,000,000 per occurrence. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, officials, employees and volunteers; or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions: 1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as respects: liability arising out of activities performed by or on behalf of the Consultant; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased, hired or borrowed by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to the City, its officers, official, employees, agents or volunteers. 2. For any claims related to this specification, the Consultant's insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -19- 3. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII. Verification of Coverage. Consultant shall furnish the City with a certificate of insurance showing maintenance of the required insurance coverage. Original endorsements effecting general liability and automobile liability coverage required by this clause must also be provided. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences. SECTION F: PROPOSAL SUBMITTAL FORMS The undersigned declares that she or he has carefully examined Specification No. 2019-4006-01 which is hereby made a part of this proposal; is thoroughly familiar with its contents; is authorized to represent the proposing firm; and agrees to perform the specified work for the following cost quoted in full: PROPOSAL ITEM: Building, Engineering Development Review, and Fire Plan Review and Inspection Services Consultant Fee as a Percentage of Building Plan Check Fee % Consultant Fee as a Percentage of Fire Plan Check & Inspection Fee % Consultant Fee as a Percentage of Engineering Development Review Plan Check Fee % Structural Only Plan Review as a Percentage of the Building Plan Check Fee % Hourly Building Plan Review Fee $ Hourly Fire Plan Review Fee $ Hourly Engineering Plan Review Fee $ Inspection Services upon request – Hourly Rate- Building $ CASp Services upon request – Hourly Rate $ Inspection Services upon request – Hourly Rate- Code $ Inspection Services upon request – Hourly Rate- Fire $ Inspection Services upon request – Hourly Rate- Engineering $ Inspection Services upon request – Hourly Rate- Stormwater/NPDES $ ❑ Certificate of insurance attached; insurance company’s A.M. Best rating: _. Firm Name and Address DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -20- Signature of Authorized Representative TECHNICAL SPECIFICATION SUBMITTAL FORM: The City is requesting proposals for Building, Engineering Development Review, and Fire Plan Review Services based on the following Technical Specifications. TECHNICAL SPECIFICATIONS – Building, Engineering Development Review, and Fire Plan Review Services Instructions: Complete the right-hand column indicating that the specification is acceptable or explaining an exception that you are proposing. Failure to complete the right-hand column may invalidate the proposal. SPECIFICATIONS Acceptable / Exceptions 1. Provide plan reviews of construction projects necessary to determine compliance with all applicable building and fire codes, engineering standards, and applicable laws. 2. SCOPE A. Project, in general will consist of the examination, analysis, and review of plans for various construction projects within the City in order to determine compliance with all applicable construction regulations, including but not limited to local building regulations and amendments, as well as the California Building Standards Code (CAC Title 24), comprised of the latest adopted editions of the model codes with State amendments, and the State Housing Law (CAC Title 25) as adopted by the State of California and the City of San Luis Obispo. Dependent upon each specific project assigned, such plan reviews may consist of an examination of the structural, electrical, mechanical, plumbing, energy conservation, green building measures, fire and life safety, fire protection systems, hazardous materials management plans, grading, drainage to include stormwater and LID design requirements, geotechnical, onsite improvement, right-of-way improvements, and disabled accessibility features of the proposed project. Mapping projects may also be submitted for review for compliance with the Subdivision Map Act. Date Contact Phone DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -21- The City shall provide the consultant with copies of code amendments and official code interpretations issued by the Building Official, Supervising Civil Engineer or Fire Marshal. Related consultant services such as the availability of certified inspection staff and/or a Certified Access Specialist (CASp) pursuant to SB 1608 is highly desirable. B. In regards to projects assigned by the Supervising Civil Engineer, improvement plan review will include the review of plans submitted for subdivision (residential) improvements, commercial developments, and infrastructure improvements within the City’s right of way. The plans shall be reviewed for conformance with local and other applicable (County, State and Federal) ordinances and standards with a strict attention to details. Plan check services may include, but are not limited to the following: • Evaluates plans and specifications for a variety of private development projects; reviews the work of contract professional and technical staff and coordinates their work with that of other city departments, outside agencies, contractors and consultants. • Grading Plans including mass grading, rough grading and precise grading plans • Street Improvement Plans including street widening, rehabilitation and new street plans • Storm Drainage Plans • Hydrology and Hydraulic Calculations and Reports • Traffic Plans including signing and striping plans, traffic detour, staging, site plans and signal plans • Engineer’s Cost Estimate for the related items of work for bonding purposes • Engineer’s Reports including but not limited to: Dust Control Plans, Storm Water Pollution, Low Impact development and Best Practices, Traffic Impact Studies, and Hydrology Studies • Prevention Plans, and Special Traffic Reports The tasks of the plan checker include: • To check for design conformance to: o The approved Tentative Map o Related Specific Plans o General Plan and City Ordinances o Conditions of Approval o City Standards o ADA/Accessibility Standards o The City’s Subdivision Plan Check List o Other Agency Requirements such as APCD, County of San Luis Obispo and CalTrans • To review plans for sound engineering practices. • To check for accuracy of design in conformance with the City’s most current Plan Check List. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -22- • To check general mathematics and design criteria. • To call for redesign of any portion of plans that: o Will not function due to poor engineering. o Is not consistent with the Approved Tentative Map or Conditions of Approval. o Will be potentially unsafe to the public. o Impractical to construct C. Inspections will include review and interpretation of approved construction documents and inspection of construction for compliance with the various applicable codes (listed under the plan check services above). Inspections may include investigation of construction performed without a permit to determine appropriate enforcement action required to correct any violations that may exist including violations of City Municipal Code Title 15 and Title 17 violations. 3. REQUIREMENTS A. Consultant shall utilize employees to perform the plan reviews who are certified as Plans Examiners through the International Code Council (ICC) and who are provided with a reasonable degree of annual training in accordance with the requirements of AB 717 (Health and Safety Code 18965 et seq.). Consultant shall utilize employees to perform inspections who are certified as required either by the International Code Council, California Association of Code Enforcement Officers or American Public Works Association and who are provided with a reasonable degree of annual training in accordance with the requirements of AB 717 (Health and Safety Code 18965 et seq.). B. A California Registered Engineer or Licensed Architect employed by the Consultant shall review the portion of plans that involve Engineering design. A Registered Fire Protection Engineer shall review projects involving fire protection systems or hazardous materials management plans. A Licensed Land Surveyor or qualified Registered Civil Engineer shall review mapping projects for compliance with the California Subdivision Map Act. C. The standard turn-around time for assigned plan reviews shall be 10 (ten) working days for the initial review and 5 (five) working days for rechecks. Consultants shall pick up and deliver plans daily to the Department unless the Building Official, Fire Marshal, or Supervising Civil Engineer approves alternate arrangements. An overnight courier or postal service may be used by the Consultant at their expense. D. Projects shall be assigned at the sole discretion of the Building Official, Fire Marshal, or Supervising Civil Engineer. The City may use its own employee and/or other independent Consultants to perform plan reviews in addition to any such work assigned to Consultant. The volume of plan reviews is dependent upon economic conditions that are outside the DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -23- control of the City. Consequently, there is no guarantee provided as to the minimum or maximum volume of work that may be assigned to a Consultant within any given time period. E. In the course of the plan review process, the Consultant shall avoid situations involving an actual or potential conflict of interest, shall act as an agent and a deputy of the Building Official, Fire Marshal or City Engineer, and shall act in the interest of the City and the citizens of San Luis Obispo. Consultants shall provide no services for any private client within the corporate boundaries of the City during the contract period. F. Consultant shall have electronic plan review capabilities and offer these services upon request. 4. COMPENSATION A. Proposals shall include the consultant’s expected compensation expressed as a percentage of the City’s plan review fee as determined in accordance with the attached Schedule of Fees (Attachment A). The proposals should also include the consultant’s expected compensation for structural only plan reviews as a percentage of the City’s plan review fee. The consultant’s plan review fee shall be considered the full compensation for all plan review performed through the second recheck. Thereafter, the consultant may charge any additional plan review time at their agreed upon hourly rate if the base plan review fee is not adequate to cover the consultant’s cost for the review. B. Projects not assigned a plan check fee by the Building Official, Fire Marshal or Supervising Civil Engineer are to be billed by the consultant to the City based on the hourly rate and the actual plan check time in one-half hour increments. The consultant’s current accumulated plan review hours, to be billable, must be specified on each transmittal sheet accompanying the plans. The final transmittal sheet accompanying the approved plans must indicate the total accumulated hours. Hours not indicated on the transmittal sheets shall not be billable and will not be paid by the City. C. The Building Official, Fire Marshal or Supervising Civil Engineer may assign any plan review at an hourly rate rather than based on a percentage of fees at his/her sole discretion. D. The hourly rate for on-call Building inspection services shall be specified. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -24- E. The hourly rate for on-call Code inspection services shall be specified. F. The hourly rate for on-call Fire inspection services shall be specified. G. The hourly rate for on-call Engineering inspection services shall be specified. H. The hourly rate for on-call Stormwater/NPDES inspection services shall be specified. I. The hourly rate for CASp services, if available, shall be specified. J. The Consultant shall invoice each applicable department for services rendered on a quarterly basis. QUESTIONS REGARDING TECHNICAL ASPECTS OF THIS RFP SHOULD BE DIRECTED TO THE TECHNICAL AUTHORITY LISTED BELOW. Eric Hagen, Chief Building Official (805) 781-7572 ehagen@slocity.org DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -25- REFERENCES: Number of years engaged in providing the services included within the scope of the specifications under the present business name: . Describe fully the last three contracts performed by your firm that demonstrate your ability to provide the services included with the scope of the specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference No. 1: Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome Reference No. 2: Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome Reference No. 3 Agency Name DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -26- Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -27- STATEMENT OF PAST CONTRACT DISQUALIFICATIONS The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial difficulties, project delays, or disputes regarding work or product quality, and if so to explain the circumstances. ■ Do you have any disqualification as described in the above paragraph to declare? Yes ❑ No ❑ ■ If yes, explain the circumstances. Executed on at under penalty of perjury of the laws of the State of California, that the foregoing is true and correct. Signature of Authorized Proposer Representative SECTION G: SCHEDULE OF PLAN CHECK AND INSPECTION FEES 1. Schedule of Plan Check and Inspection Fees- See Attachment A DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -28- Note: It is City policy to adjust the fees attached on an annual basis based on the CPI. Any other adjustments to the fees made by the City during the term of this contract will be subject to negotiation with the selected consultant for the scope of work to be assigned at that time DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A -29- SECTION H: PROPOSERS LIST Business Name Contact Name Address City, State and Zip Code Phone No. Fax No. Business Name Contact Name Address City, State and Zip Code Phone No. Fax No. Business Name Contact Name Address City, State and Zip Code Phone No. Fax No. Business Name Contact Name Address City, State and Zip Code Phone No. Fax No. Business Name Contact Name Address City, State and Zip Code Phone No. Fax No. Business Name Contact Name Address City, State and Zip Code Phone No. Fax No. NOTE: Not to be included with Bidder's Package when mailed or handed out. This should be included and referenced as an attachment to the Council Agenda Report or City Manager Report. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A EXHIBIT B GENERAL TERMS AND CONDITIONS 1. Insurance Requirements. The Consultant shall provide proof of insurance in the form, coverages and amounts specified in Section E of the Request for Proposals, unless changes are otherwise approved by City. 2. Business License & Tax. The Consultant must have a valid City of San Luis Obispo business license & tax certificate before execution of the contract. Additional information regarding the City’s business tax program may be obtained by calling (805) 781-7134. 3. Ability to Perform. The Consultant warrants that it possesses, or has arranged through subcontracts, all capital and other equipment, labor, materials, and licenses necessary to carry out and complete the work hereunder in compliance with all federal, state, county, city, and special district laws, ordinances, and regulations. 4. Laws to be Observed. The Consultant shall keep itself fully informed of and shall observe and comply with all applicable state and federal laws and county and City of San Luis Obispo ordinances, regulations and adopted codes during its performance of the work. 5. Payment of Taxes. The contract prices shall include full compensation for all taxes that the Consultant is required to pay. 6. Permits and Licenses. The Consultant shall procure all permits and licenses, pay all charges and fees, and give all notices necessary. 7. Safety Provisions. The Consultant shall conform to the rules and regulations pertaining to safety established by OSHA and the California Division of Industrial Safety. 8. Public and Employee Safety. Whenever the Consultant’s operations create a condition hazardous to the public or City employees, it shall, at its expense and without cost to the City, furnish, erect and maintain such fences, temporary railings, barricades, lights, signs and other devices and take such other protective measures as are necessary to prevent accidents or damage or injury to the public and employees. 9. Preservation of City Property. The Consultant shall provide and install suitable safeguards, approved by the City, to protect City property from injury or damage. If City property is injured or damaged resulting from the Consultant’s operations, it shall be replaced or restored at the Consultant’s expense. The facilities shall be replaced or restored to a condition as good as when the Consultant began work. 10. Immigration Act of 1986. The Consultant warrants on behalf of itself and all subcontractors engaged for the performance of this work that only persons authorized to work in the United State pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the work hereunder. 11. Consultant Non-Discrimination. In the performance of this work, the Consultant DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A agrees that it will not engage in, nor permit such subcontractors as it may employ, to engage in discrimination in employment of persons because of age, race, color, sex, national origin or ancestry, sexual orientation, or religion of such persons. 12. Work Delays. Should the Consultant be obstructed or delayed in the work required to be done hereunder by changes in the work or by any default, act, or omission of the City, or by strikes, fire, earthquake, or any other Act of God, or by the inability to obtain materials, equipment, or labor due to federal government restrictions arising out of defense or war programs, then the time of completion may, at the City’s sole option, be extended for such periods as may be agreed upon by the City and the Consultant. In the event that there is insufficient time to grant such extensions prior to the completion date of the contract, the City may, at the time of acceptance of the work, waive liquidated damages that may have accrued for failure to complete on time, due to any of the above, after hearing evidence as to the reasons for such delay, and making a finding as to the causes of same. 13. Payment Terms. The City’s payment terms are 30 days from the receipt of an original invoice and acceptance by the City of the materials, supplies, equipment, or services provided by the Consultant (Net 30). 14. Inspection. The Consultant shall furnish City with every reasonable opportunity for City to ascertain that the services of the Consultant are being performed in accordance with the requirements and intentions of this contract. All work done, and all materials furnished, if any, shall be subject to the City’s inspection and approval. The inspection of such work shall not relieve Consultant of any of its obligations to fulfill its contract requirements. 15. Audit. The City shall have the option of inspecting and/or auditing all records and other written materials used by Consultant in preparing its invoices to City as a condition precedent to any payment to Consultant. 16. Interests of Consultant. The Consultant covenants that it presently has no interest, and shall not acquire any interest—direct, indirect or otherwise—that would conflict in any manner or degree with the performance of the work hereunder. The Consultant further covenants that, in the performance of this work, no subcontractor or person having such an interest shall be employed. The Consultant certifies that no one who has or will have any financial interest in performing this work is an officer or employee of the City. It is hereby expressly agreed that, in the performance of the work hereunder, the Consultant shall at all times be deemed an independent contractor and not an agent or employee of the City. 17. Hold Harmless and Indemnification. (a) Non-design, non-construction Professional Services: To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents (“City Indemnitees”), from and against any and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels’ fees and costs of litigation (“claims”), arising out of the Consultant’s performance or DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A Consultant’s failure to perform its obligations under this Agreement or out of the operations conducted by Consultant, including the City’s active or passive negligence, except for such loss or damage arising from the sole negligence or willful misconduct of the City. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant’s performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City’s option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. (b) Non-design, construction Professional Services: To the extent the Scope of Services involve a “construction contract” as that phrase is used in Civil Code Section 2783, this paragraph shall apply in place of paragraph A. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant shall indemnify, defend, and hold harmless the City, and its elected officials, officers, employees, volunteers, and agents (“City Indemnitees”), from and against any and all causes of action, claims, liabilities, obligations, judgments, or damages, including reasonable legal counsels’ fees and costs of litigation (“claims”), arising out of the Consultant’s performance or Consultant’s failure to perform its obligations under this Agreement or out of the operations conducted by Consultant, except for such loss or damage arising from the active negligence, sole negligence or willful misconduct of the City. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant’s performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City’s option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. (c) Design Professional Services: In the event Consultant is a “design professional”, and the Scope of Services require Consultant to provide “design professional services” as those phrases are used in Civil Code Section 2782.8, this paragraph shall apply in place of paragraphs A or B. To the fullest extent permitted by law (including, but not limited to California Civil Code Sections 2782 and 2782.8) Consultant shall indemnify, defend and hold harmless the City and its elected officials, officers, employees, volunteers and agents (“City Indemnitees”), from and against all claims, damages, injuries, losses, and expenses including costs, attorney fees, expert consultant and expert witness fees arising out of, pertaining to or relating to, the negligence, recklessness or willful misconduct of Consultant, except to the extent caused by the sole negligence, active negligence or willful misconduct of the City. Negligence, recklessness or willful misconduct of any subcontractor employed by Consultant shall be conclusively deemed to be the negligence, recklessness or willful misconduct of Consultant unless adequately corrected by Consultant. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from Consultant’s performance of this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the City’s option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. In no event shall the cost to defend charged to Consultant under this paragraph exceed Consultant’s proportionate percentage of fault. However, notwithstanding the previous sentence, in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business, Consultant shall meet and confer with other parties regarding unpaid defense costs. DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A (d) The review, acceptance or approval of the Consultant’s work or work product by any indemnified party shall not affect, relieve or reduce the Consultant’s indemnification or defense obligations. This Section survives completion of the services or the termination of this contract. The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance. 18. Contract Assignment. The Consultant shall not assign, transfer, convey or otherwise dispose of the contract, or its right, title or interest, or its power to execute such a contract to any individual or business entity of any kind without the previous written consent of the City. 19. Termination for Convenience. The City may terminate all or part of this Agreement for any or no reason at any time by giving 30 days written notice to Consultant. Should the City terminate this Agreement for convenience, the City shall be liable as follows: (a) for standard or off-the-shelf products, a reasonable restocking charge not to exceed ten (10) percent of the total purchase price; (b) for custom products, the less of a reasonable price for the raw materials, components work in progress and any finished units on hand or the price per unit reflected on this Agreement. For termination of any services pursuant to this Agreement, the City’s liability will be the lesser of a reasonable price for the services rendered prior to termination, or the price for the services reflected on this Agreement. Upon termination notice from the City, Consultant must, unless otherwise directed, cease work and follow the City’s directions as to work in progress and finished goods. 20. Termination. If, during the term of the contract, the City determines that the Consultant is not faithfully abiding by any term or condition contained herein, the City may notify the Consultant in writing of such defect or failure to perform. This notice must give the Consultant a 10 (ten) calendar day notice of time thereafter in which to perform said work or cure the deficiency. If the Consultant has not performed the work or cured the deficiency within the ten days specified in the notice, such shall constitute a breach of the contract and the City may terminate the contract immediately by written notice to the Consultant to said effect. Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights under the contract except, however, any and all obligations of the Consultant’s surety shall remain in full force and effect, and shall not be extinguished, reduced, or in any manner waived by the terminations thereof. In said event, the Consultant shall be entitled to the reasonable value of its services performed from the beginning date in which the breach occurs up to the day it received the City’s Notice of Termination, minus any offset from such payment representing the City’s damages from such breach. “Reasonable value” includes fees or charges for goods or services as of the last milestone or task satisfactorily delivered or completed by the Consultant as may be set forth in the Agreement payment schedule; compensation for any other work, services or goods performed or provided by the Consultant shall be based solely on the City’s assessment of the value of the work-in-progress in completing the overall work scope. The City reserves the right to delay any such payment until completion or confirmed DocuSign Envelope ID: EC3CA2EB-7288-4C15-8ED8-DBACBD90A59A abandonment of the project, as may be determined in the City’s sole discretion, so as to permit a full and complete accounting of costs. In no event, however, shall the Consultant be entitled to receive in excess of the compensation quoted in its proposal.