HomeMy WebLinkAboutTRB AssociatesAGREEMENT
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 TRB +
Associates, 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 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.
6. COMPLETE AGREEMENT. This written Agreement, including all wr itings 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: TRB + Associates, Inc.
4182 N. Viking Way, Suite 204
Long Beach, CA 90808
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
________________________________ By: _____________________________________
City Attorney
Santa Clara
Long Beach
San Ramon
May 29, 2019
City of San
Luis Obispo
BUILDING AND SAFETY,
ENGINEERING AND
FIRE PLAN REVIEW
AND INSPECTION
SERVICES
Paul Armstrong, PE, CBO
Director & Project Manager
562-566-4144
parmstrong@trbplus.com
TRB + ASSOCIATES, INC.
4182 N. Viking Way, Suite 204
Long Beach, CA 90808
www.trbplus.com
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES
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
May 29, 2019
P R E S E N T E D T O :
The City of San Luis Obispo
Community Development Department
990 Palm Street
San Luis Obispo, CA 93401
C O N T A C T I N F O R M A T I O N :
Paul Armstrong, P.E., CBO
Director & Project Manager
Tel: 562-566-4144
Email: parmstrong@trbplus.com
TRB + Associates, Inc.
4182 N. Viking Way, Suite 204
Long Beach, CA 90808
www.trbplus.com
Corporate Office Silicon Valley Office Southern California Office
3180 Crow Canyon Place, Suite 216 1265 El Camino Real, Suite 209 4182 N Viking Way, Suite 204
San Ramon, CA 94583 Santa Clara, CA 95050 Long Beach, CA 90808
Tel: 925.866.2633
Tel: 408.642.1068 Tel: 562.566.4144
www.TRBplus.com
May 29, 2019
City of San Luis Obispo
Attn: Eric Hagen, Chief Building Official
Community Development
990 Palm Street
San Luis Obispo, CA 93401
SUBJECT: Proposal to Provide Building and Safety, Engineering, and Fire Review and Inspection Services to
the City of San Luis Obispo
Dear Mr. Hagen:
TRB and Associates, Inc. (TRB+) is pleased to provide this Proposal to Provide Building & Safety,
Engineering, and Fire Review and Inspection Services to the City of San Luis Obispo for its consideration.
Our firm is proposing on the following scope of services associated with the City’s RFP: Building & Safety, Fire
Plan Review, and related Inspection Services. In the documentation provided, we have included background
information on the company, our building and fire life safety service offerings, representative project experience,
professional references, and a fee schedule for your review.
In brief, TRB+ is a California-based Code Compliance Services firm which provides Plan Review, Inspection,
Permit Technician, Delegate Chief Building Official, and Disabled Access (CASp) services to municipal building
and engineering departments as well as other divisions of local and state agencies. Our corporation, which
comprises over 50 team members, was established in 2006 and has been a growing business since its
founding. We specialize and serve exclusively in the code compliance role. We would like to highlight the
following about the company:
• Our firm is engaged to provide as-needed Building Department, Engineering, and related services to over
75 municipalities throughout California. As a result, our team is very familiar with the many region-specific
considerations in California that need to be taken into account when evaluating code compliance including
flood zone, seismic design, wind exposure, soil/liquefaction, wildland urban interface, and landslide criteria.
• The staff of TRB+ includes licensed Civil, Structural, Mechanical, Fire Protection, and Electrical Engineers;
Architects; and ICC, CASp, LEED®, and SAP/ATC 20 certified individuals who have an average 25 years of
experience in the architecture-engineering-construction industry, encompassing plan review, inspection,
delegate chief building official, and engineering services across a full range of code disciplines.
• Our staff are active in industry organizations such as ICC, CALBO, ASCE, and SEAOC. Of note, TRB+’s
roster includes three ICC Chapter Presidents and a CALBO Past President – Paul Armstrong (Orange
Empire Chapter, 2019), Todd Bailey (East Bay Chapter, 2009), Lowell Brown (ICC Napa-Solano Chapter,
2017), and Bill Nagel (CALBO 2013).
• Our firm was recently recognized as Industry Member of the Year by the County Building Officials
Association of California (CBOAC) - 2019.
• Our firm has a strong track record of producing quality results and meeting its turnaround goals, a track
record to which our clients will attest.
Our firm looks forward to the opportunity to assist the City of San Luis Obispo as a Building Safety Services
provider, and is prepared to enter into an agreement with the City of San Luis Obispo immediately if selected. If
you have questions or need further information, please do not hesitate to contact Paul Armstrong by phone at
(562) 202-0918 or by email at parmstrong@trbplus.com.
Sincerely,
TRB + ASSOCIATES, INC.
Paul Armstrong, PE, CBO Todd Bailey, P.E., LEED AP, CASp, MBA
Director of Code Compliance & Project Manager Principal
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES
table of contents
Section 1 | Submittal Forms
Section 2 | Qualifications
Section 3 | Work Program
Section 4 | Compensation
Appendix | Resumes
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 1-1
section 1 PROPOSAL SUBMITTAL FORMS
Proposal Submittal Forms
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 % 65
Consultant Fee as a Percentage of Engineering Development Review Plan Check Fee % 65
Structural Only Plan Review as a Percentage of the Building Plan Check Fee % 50
Hourly Building Plan Review Fee $ 130
Hourly Fire Plan Review Fee $ 130
Hourly Engineering Plan Review Fee $ 150
Inspection Services upon request – Hourly Rate- Building $ 100
CASp Services upon request – Hourly Rate $ 125
Inspection Services upon request – Hourly Rate- Code $ 95
Inspection Services upon request – Hourly Rate- Fire $ 100
Inspection Services upon request – Hourly Rate- Engineering $ 125
Inspection Services upon request – Hourly Rate- Stormwater/NPDES $ 175
❑x Certificate of insurance attached; insurance company’s A.M. Best rating: A++ .
TRB+ Associates has reviewed the City’s RFP and can meet or exceed the requested insurance coverage
requirements. Please refer to the following proof of coverage certificate.
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 1-2
PROPOSAL SUBMITTAL FORM
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 1-3
PROPOSAL SUBMITTAL FORM
Firm Name and Address
TRB + Associates, Inc.
3180 Crow Canyon Place, Suite 216
San Ramon, CA 94583
Contact: Todd Bailey Phone: (925) 866-2633
Signature of Authorized Representative
Date: 5/29/2019
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
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 1-4
PROPOSAL SUBMITTAL FORM
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.
Acceptable
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 1-5
PROPOSAL SUBMITTAL FORM
• 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
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 1-6
PROPOSAL SUBMITTAL FORM
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.
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.
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
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 1-7
PROPOSAL SUBMITTAL FORM
REFERENCES:
Number of years engaged in providing the services included within the scope of the specifications
under the present business name: 13 years .
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 Anaheim
Contact Name Terry Alford | Building Official
Telephone & Email Phone: (714) 765-5153; Email: talford@anaheim.net
Street Address 200 S Anaheim Boulevard, 1st Floor, Suite 145
City, State, Zip Code Anaheim, CA 92805
Description of services provided
including contract amount, when
provided and project outcome
Dates of service: 2012 – 2017
Estimated Contract Value: $250,000
Services Provided: Plan Review and Delegate Building Official Services
Paul Armstrong has provided plan review and delegate Building Official
services to the City of Anaheim for 5 years. He reviewed projects for the
City ranging from custom single-family dwellings to large mixed-use
projects, including the Disneyland Star Wars Land expansion, Anaheim
Convention Center expansion and the Anaheim Regional Transportation
Intermodal Center. He also helped with interpretations of the Building
Code.
Reference No. 2:
Agency Name City of Concord
Contact Name Ryan Pursley | Chief Building Official
Telephone & Email Phone: (925) 671-3119; Email: ryan.pursley@ci.concord.ca.us
Street Address 1950 Parkside Drive
City, State, Zip Code Concord, CA 94519
Description of services provided
including contract amount, when
provided and project outcome
Dates of service: 2008 – present
Estimated Contract Value: $750,000
Services Provided: Onsite Building Official, Plan Review, Permit
Technician, and Building & Multifamily Inspections
TRB has provided Building Department support services to the City of
Concord for over 10 years. In addition to providing offsite plan review
support, our firm has provided onsite plan review and inspection staff, and
a full-time building official to help support the activities of the building
department. For the role, we have been able to assign seasoned staff
familiar with the local area and the department’s policies and
requirements. TRB has been able to contribute toward mainta ining the
department’s service delivery goals and the implementation of cost -
savings measures.
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 1-8
PROPOSAL SUBMITTAL FORM
Reference No. 3:
Agency Name City of Sacramento
Contact Name Winfred DeLeon, P.E. | Chief Building Official
Telephone & Email Phone: (916) 808-5475; Email: WDeleon@cityofsacramento.org
Street Address 300 Richards Blvd., 3rd Floor
City, State, Zip Code Sacramento, CA 95811
Description of services provided
including contract amount, when
provided and project outcome
Dates of service: 2007 – present
Estimated Contract Value: $1 million
Services Provided: Plan Review, Inspection, and Permit Technician
Support
TRB has held a contract with the City of Sacramento to provide Building
Department Support services since 2007. Along with offsite plan review
and permit technician support, we have provided staff to assist the City
with onsite inspection and plan review. TRB has staffed a part-time Plans
Examiner, Electrical Plans Examiner and Structural Plan Review Engineer
onsite over the course of our contract to help fulfill peak “as-needed”
demand periods. In addition, we are also currently providing remote
permit technician assistance, updating the City’s online Accela permit
tracking system with plan review assignment information (virtual onsite
presence).
Project Profile Plan Review - Sacramento Convention Center Expansion &
Renovation, Sacramento, CA
Client: City of Sacramento
Owner: City of Sacramento
Construction Cost: $ 240 million
Overview:
TRB was selected to provide combination Plan Review for the large-scale and high
profile expansion (245,000 s.f.) and renovation (200,000 s.f.) of the City's convention
center facility.
TRB reviewed the project for adherence to adopted building standards codes in Life
Safety, Structural, MEP, Accessibility disciplines. TRB's scope of work included regularly
scheduled telecommunication meetings to ensure schedule alignment. In addition, our
firm was engaged in the evaluation of Alternate Materials and Methods requests to
address several performance-based design elements on the project. Our review included
assessment of a fire modeling study presented as part of the performance-based design
consideration.
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 1-9
PROPOSAL SUBMITTAL FORM
Reference No. 4
Agency Name City of Santa Clara
Contact Name Sharon Goei, P.E. | Chief Building Official (former, recently moved to City
of Milpitas)
Telephone & Email Phone: (408) 615-2402; Email: sgoei@ci.milpitas.ca.gov
Street Address 1500 Warburton Avenue
City, State, Zip Code Santa Clara, CA 95050
Description of services provided
including contract amount, when
provided and project outcome
Dates of service: 2015 – present
Estimated Contract Value: $600,000
Services Provided: Plan Review, Inspection, and Permit Technician
Support
TRB has provided ongoing plan review, permit technician, and inspection
support services to the City of Santa Clara since 2015. Of note, our firm
has conducted plan reviews on a number of large scale and complex
projects for the City having valuations exceeding $150 million.
Project Profile Plan Review - Santa Clara Square Mixed Use Development
Project, Santa Clara, CA
TRB provided combination plan review support to the City of Santa Clara for a series of Mixed Use,
Residential, and Parking structures on the project. Reviewed project elements include:
Santa Clara Square – New Building 2 + Garage
Valuation: $40 Million (Building), $16 Million (Garage)
Occupancy Group: R-2/S-2/M/B
Type of Construction: IIIA/IA
Number of Stories: 5
Floor Area Building 2: Type IIIA Residential – 248,595 s.f.;
Type IA Retail – 15,069 s.f.;
Type IA Garage - 120,057 s.f.
Santa Clara Square – New Building 1 + Garage
Valuation: $35 Million (Building), $15 Million (Garage)
Occupancy Group: R-2/S-2/A-3/M/B
Type of Construction: IIIA/IA
Number of Stories: 5
Floor Area Building 1: Type IIIA Residential - 212,899 s.f.; Type IA Retail - 32,143 s.f.;
Type IA Garage - 155,507 s.f.
New 6 Level Parking Garage with Basement (1,777 Stalls)
Valuation: $50 Million
Occupancy Group: S-2
Type of Construction: I-B
Number of Stories: 6 + Basement
Floor Area: 557,684 sf
Santa Clara Square - Parking Garages: Buildings 3, 4 & 5
Occupancy Group: S-2
Type of Construction: IA
Number of Levels: 6
Floor Area: 162,502 sf (Building 3 - Garage); 159,323 sf (Building 4 - Garage);
196,209 sf (Building 5 - Garage)
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 1-10
PROPOSAL SUBMITTAL FORMS
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 ❑x
■ If yes, explain the circumstances.
NOT APPLICABLE
Executed on May 29, 2019 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
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
Please refer to Page 1 of this Proposal Section and Proposal Section 4 – Compensation for Fee-
Related Information
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 2-1
section 2 QUALIFICATIONS
Company Overview
TRB+ Associates, Inc. (TRB+) is a California based building fire life safety services firm with offices in Long Beach, San Ramon,
and Santa Clara. Our firm has been providing Plan Review, Inspection, Building Department Administration, Delegate Chief
Building Official, CASP Consulting, and Electronic Plan Review Solutions services since its founding in 2006. Our over 50 team
members have an average of 25 years of experience in the Architecture -Engineering-Construction industry, encompassing
building safety services across a full range of code disciplines. Having this level of experience and industry involvement, we
can offer the right depth and breadth of expertise to meet the City of San Luis Obispo’s Community Development support needs.
Range of Services
TRB + Associates offer the following services to its clients:
✓ Building and Fire Plan Review (including Electronic Plan Review)
✓ Building and Fire Inspection
✓ Building Department Administration
✓ Delegate Chief Building Official (Industrial & Power)
✓ CASp Consulting
✓ Electronic Plan Review
Staff Member Qualifications
TRB+ team members possess multiple certifications and registrations to assure compliance with all requirements mandated
by the State and your jurisdiction’s local ordinances. Our team comprises of individuals who are either engineers or architec ts
licensed in the State of California, or who possess ICC certifications in their respective disciplines. Of note, our team includes
8 licensed Structural Engineers. In addition, our staff includes 4 LEED® Accredited Professionals and 5 CASp certified
individuals. The majority of our staff possesses a combination of these industry-recognized credentials.
Staff experience encompasses a full range of construction types and occupancies including the following:
✓ Assembly Occupancies
✓ Commercial Tenant Improvements
✓ Detention Facilities
✓ Distribution Centers
✓ Gas Stations
✓ Hazardous Chemical Facilities
✓ High Rise Buildings
✓ Hospitals
✓ Hotels
✓ Industrial/Storage Warehouses
✓ Malls
✓ Manufacturing Facilities
✓ Steel Buildings
✓ Medical Office Buildings
✓ Mixed-Use Projects
✓ Multi-Family Dwellings
✓ Office Buildings
✓ Parking Structures
✓ Power Plant Facilities
✓ Recreation/Gymnasium Facilities
✓ Restaurants
✓ Retail Centers
✓ Schools
✓ Single Family Dwellings
✓ Sports Arenas
✓ Theaters
Our staff members are regular attendees at const ruction code and standards training offered through the local ICC Chapters,
CALBO, SEAOC, AISC, ASCE, NFPA and other building industry organizations. In addition, several of our staff members are
current or past board members with industry organizations an d as such, are well aware of many aspects of the development
of relevant construction codes.
Please note that an accounting of the company’s representative Project Experience may be found later in this Section.
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 2-2
QUALIFICATIONS
Team Composition & Organizational Structure
Mindful of the potential complexity of projects in the City of San Luis Obispo, TRB + Associates has assembled a team with
exceptional qualifications and attentiveness to quality and schedule.
PROJECT MANAGER
Paul Armstrong, PE, CBO will be serving in the role of Project Manager for this engagement. He will
serve as the main point of contact for the project. With more than 30 years of building safety
management experience, Paul teaches regularly for California Building Officials (CALBO) and has
developed a number of CALBO training courses. As a Chief Building Official, he managed building plan
review, counter assistance, and inspection for numerous California agencies. His previous experience
at International Code Council (ICC) included leading the Architectural and Engineering Services
Department, International Conference of Building Officials (ICBO) Technical Services Department.
PLAN REVIEW TEAM LEADERSHIP
Our plan review group is led by our Plan Review Manager, Dominic Ma, SE, MPA. Dominic possesses
extensive experience in plan review, which includes working for more than 27 years as a plan review
engineer for the City of San Leandro, and 6 years as a sup ervising civil engineer for the City of
Oakland, where he led the City’s plan review division.
INSPECTION AND PERMIT TECHNICIAN TEAM LEADERSHIP
Our inspection and onsite services group is led by our Inspection and Onsite Services Manager, Lowell
Brown, CBO. Lowell has over 25 years of experience encompassing chief building official, plans
examiner and combination commercial, industrial and reside ntial inspector roles on a variety of
projects; his experience includes serving as Development Organization Manager & Development
Services Supervisor, and CIP Project Ombudsman with the City of Fremont.
PRINCIPAL
Todd Bailey, PE, LEED AP, CASp, MBA, our company Principal and Founder, will provide as-needed
support on the project. Todd has over 25 years of experience in the industry which includes serving
as a Delegate Chief Building Official for the California Energy Commission on over 14 large -scale fast-
track design build projects in California having a combined valuation of over $6 billion. Todd will
work closely with our team to ensure that project goals are met and that findings are communicated
in a timely and clear manner.
PLAN REVIEW, IN SPECTION, CASp AND PERMIT TECHNICIAN STAFFING
Our proposed team is comprised of senior-level professionals most of whom have worked together across many large design -
build projects and who possess an average of 25 years of experience in the Architecture -Engineering-Construction (AEC)
industry. We are pleased to be able to present a team with this combination of interpersonal familiarity and extensive AEC
experience.
The following Organization Chart and Tables identify those individuals who may be assigned to this project. Please note that
full Resumes for each listed individual listing project experience, licenses & certifications, and work history are included in the
Appendix Section of this Proposal.
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 2-3
QUALIFICATIONS
Team Organization Chart
NOTE: In parentheses indicates scope of review capability. e.g. (Combination) indicates full scope review capability, i.e. structural, life -safety,
electrical, mechanical, plumbing, energy, green, and disabled access.
Todd Bailey, PE, LEED AP,
CASp, MBA
Principal
Plan Review Inspection and Onsite
Services
City of San Luis Obispo
Doug Simms, CBO, CASp
Supervising Inspector
(Combination)
Monty Straub
Senior Inspector
(Combination)
Stacey Smith
Permit Technician Task Leader
Dominic Ma, SE, MPA
Plan Review Services Manager
Karin Kuffel, SE
Sr. Plan Review Engineer
(Structural)
Bill Vaughn, SE
Sr. Plan Review Engineer
(Structural)
Bill Nagel, SE, CASp
Sr. Plan Review Engineer
(Combination)
Robert Woods, SE
Sr. Plan Review Engineer
(Combination)
Dan McLaughlin, PE
Sr. Plan Review Engineer
(Combination)
Thomas Hemenway SE
Sr. Plan Review Engineer
(Structural)
Clarice Shephard, Architect
Sr. Plan Review Architect
(Life Safety)
Bing Young, Architect
Plan Review Architect
(Life Safety)
James Johnson, EE
Sr. Plan Review Engineer
(Electrical/Fire Alarm)
Steven Block, EE
Sr. Plan Review Engineer
(Electrical)
Peter Kogan, ME
Sr. Plan Review Engineer
(Mechanical / Plumbing)
Jim Begley, FPE, CFM, LEED
AP
Fire Protection Engineer
(Life Safety & Fire)
Lowell Brown, CBO
Inspection & Administrative
Services Manager
Paul Armstrong, PE, CBO
Technical Director & Project Manager
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 2-4
QUALIFICATIONS
Team Experience Profile
NAME ROLE YEARS OF RELEVANT EXPERIENCE YEARS WORKING WITH TRB+
MANAGEMENT
Paul Armstrong, PE, CBO Technical Director & Project Manager 30 1
Todd Bailey, PE, CASp, MBA Principal 25 13
Dominic Ma, SE, MPA Plan Review Manager 30 13
Lowell Brown, CBO Inspection Services Manager 25 10
PLAN REVIEW
Tom Hemenway, SE Sr. Plan Review Engineer 30 3
Karin Kuffel, SE Sr. Plan Review Engineer 25 3
Bill Vaughn, SE Sr. Plan Review Engineer 30 8
Bill Nagel, SE, CASp Sr. Plan Review Engineer 30 2
Robert Woods, SE Sr. Plan Review Engineer 30 1
Dan McLaughlin, PE Sr. Plan Review Engineer 10 5
Clarice Shephard, RA Sr. Plan Review Architect 25 4
Bing Young, RA Plan Review Architect 25 1
Jim Johnson, EE, QCxP Electrical Plan Review Engineer 30 4
Steven Block, EE Electrical Plan Review Engineer 25 3
Peter Kogan, ME Mechanical/Plumbing Plan Review
Engineer 30 3
Jim Begley, CFM, FPE* Fire Protection Engineer 20 8
INSPECTION
Doug Simms, CBO, CASp Supervising Building Inspector 30 8
Monty Straub Sr. Building Inspector 25 6
ADMINISTRATION / DOCUMENT CONTROL
Stacey Smith Permit Technician Task Leader 10
*Consultant
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 2-5
QUALIFICATIONS
Project Experience
Staff Experience - Plan Review
The following is a partial list of plan review projects worked on by our staff members. The project valuation for all below-
referenced projects ranges from $1 million to $800 million.
Mixed Use
• New 39-Story High Rise Building, $110 million, 916 Broadway, Oakland, CA
• Inglewood NFL Stadium, $1 billion, Inglewood, CA
• Anaheim Regional Transportation Center, Anaheim, CA
• Mixed-use Residential/Office, 630 I Street, Sacramento, CA
• Santa Clara Square Project, $200 million, Santa Clara, CA
• Mixed-use Residential/Retail/Parking Garage (230,000 s.f.), Los Altos, CA
• Vallco Fashion Park (Retail & Cinema Complex), Cupertino, CA
• Sebastiani Winery, Sonoma, CA
Biotechnology / Healthcare
• Varian Inc. New Medical Research Facility (44,000 s.f.), Walnut Creek, CA
• Buck Center, 4th Floor Laboratory (5,750 s.f.), Novato, CA
• UC Davis Heath System, Midtown Clinic (100,000 s.f., I2.1 & B occupancies), Sacramento, CA
• Cancer Treatment Center (44,000 s.f.), Pleasant Hill, CA
• Marin Health Campus - Buildings A-E, County of Marin, CA
Government / Civic
• Sacramento Convention Center Expansion, $240 million, Sacramento, CA
• Anaheim Convention Center Expansion, Anaheim, CA
• Veteran’s Administration, Menlo Park Campus
• New 2-Story Housing Facility, Menlo Park, CA
• Arcata/Eureka Airport Expansion, 35,665 sf, Humboldt County, CA
• Fire Station Remodel & Addition (12,000 s.f.), County of Marin, CA
• Performing Arts Center, County of Marin, CA
• Sonoma Academy School (99,000 sf), Santa Rosa, CA
Commercial
• Organic Material Composting Facility, $120 million, San Leandro, CA
• New 6 Story Tech Campus Building, San Leandro, CA
• New Neiman Marcus Building, Walnut Creek, CA
• BJ’s Restaurant, Arden Fair Mall, Sacramento, CA
• Major Office Remodel (Three 40,000 s.f. buildings), Pleasant Hill, CA
• Shopping Center 16 Screen Cineplex, Cupertino, CA
• Macys Major Renovation & Addition, Walnut Creek, CA
Industrial and Power Plant Cogeneration Facilities
• Delegate CBO Services, California Energy Commission
▪ Lodi Energy Center Project (300 MW), Lodi, CA
▪ Russell City Energy Center Project (560 MW), Hayward, CA
▪ Almond 2 Power Plant (300 MW), Ceres, CA
▪ Walnut Creek Energy Park (500 MW), Industry, CA
• SPG Solar Depot Park, Photovoltaic Array (2.1 MW), Sacramento, CA
• Valero Petroleum Refinery Capital Improvements, Benicia, CA
• Shiloh Wind Farm (150 MW, 100 Turbines), Solano County
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 2-6
QUALIFICATIONS
Residential / Residential Care Facilities
• The Terraces Phase II (Res. Care Facility), Los Altos, CA
• Atria Senior Living (Residential Care Facility), Walnut Creek, CA
• Valley Vista Senior Housing Complex (Res. Care Facility), San Ramon, CA
• Senior Housing Complex – 58 Units, Petaluma, CA
• Campus Crest Apartment Complex (240,000 s.f.),Sacramento, CA
• Ritz Carlton Hotel (4 stories, 11 buildings), Napa, CA
Staff Experience - Inspection / Building Department Administration
The following is a partial list of Inspection and Administrative assignments worked on by our staff members:
General
• Building Official: City of Concord, California Energy Commission, City of Signal Hill, City of Whittier, City of Palos Verdes Estates
• Combination Inspection: City of San Ramon, City of Walnut Creek, City of El Cerrito, City of Concord
• Code Enforcement and Multifamily Inspection: County of Solano, City of Concord, City of Antioch, City of Benicia
• Permit Technician: City of Redwood City, City of Santa Clara, City of Vallejo, City of Concord
• OSHPD-3 Inspection: City of Walnut Creek, City of Sacramento
• Delegate CBO Services: California Energy Commission
o Russell City Energy Center Project, Hayward, CA
o Walnut Creek Energy Park Power Plant, City of Industry, CA
o Almond 2 Power Plant, Ceres, CA
Mixed Occupancy Facilities
• Fremont Bayside Condominiums, Fremont
• Hollis Street Lofts, Live-Work Condominiums, Emeryville
• Hacienda Gardens Apartments, Dublin
• Signature Properties Condominiums, Concord
Poured-in-Place, Pre-Stressed and Post Tension Systems
• Chiron Life Science Medical Research Laboratories, Emeryville
• Lucky’s Regional Distribution Center, San Leandro
• Hacienda Crossings Shopping Center and 20-plex Theatres, Dublin
• Ikea Showroom and Parking Garage, Emeryville
Pile, Micro-Pile, Auger-Cast and CIDH Foundations
• Fremont Police Administration Facility, Fremont
• Wood Fin Suites Hotel, Emeryville
• Solano Government Center, Fairfield
• River Rock Casino Parking Structure, Healdsburg
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 2-7
QUALIFICATIONS
Client List
TRB+ staff members have extensive experience working with numerous public agencies in California. The following is a partial
list of agencies currently or previously served by our staff members.
Public Agency Plan
Review
Building
Inspection
Building
Department
Administration
Delegate CBO
Services
CASp
Consulting
LOCAL AGENCIES – NORTHERN CALIFORNIA
City of Benicia X X X
City of Concord X X X X X
City of Daly City X
City of Dublin X
City of Los Altos X X
City of Monterey X
City of Oakley X X X X
City of Pleasant Hill X X X
City of Redwood City X X
City of Sacramento X X X
City of San Jose X
City of San Leandro X X
City of San Mateo X
City of San Ramon X X X X
City of Santa Clara X X X
City of Vallejo X X X
City of Walnut Creek X X X
County of Butte X X
County of Honolulu X
County of Marin X
County of Merced X
County of Sonoma X
STATE AND FEDERAL AGENCIES
Division of the State Architect X
Veterans Administration X X X X
NASA X
California Energy Commission X X X X
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 2-8
QUALIFICATIONS
Public Agency Plan
Review
Building
Inspection
Building
Department
Administration
Delegate CBO
Services
CASp
Consulting
LOCAL AGENCIES – SOUTHERN CALIFORNIA
City of Anaheim X X
City of Signal Hill X X
City of Whittier X X
City of Downey X
City of Glendale X
City of Pasadena X
City of Irvine X
City of Jurupa Valley X
City of Laguna Woods X X
County of San Bernardino X
City of San Bernardino X
City of Fullerton X
City of Brea X
City of Orange X
City of Yorba Linda X
City of Costa Mesa X
County of Ventura X
City of El Monte X X
City of Laguna Hills X X
City of Palos Verdes Estates X X X
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 3-1
section 3 WORK PROGRAM
Project Understanding
With respect to the scope of services being proposed on by our firm – Building & Safety and Fire Plan Review and Inspection -
it is our understanding the City of San Luis Obispo is seeking qualified consultants to assist with as-needed plan review,
inspection and CASp services on a range of project types. It is presumed that all such projects are to be reviewed/inspected
for adherence to the City’s adopted Municipal Codes and Title 24 California Building Standards Codes covering structural, fire
prevention, life safety, disabled access, energy conservation, green building, plumbing, mechanical, and electrical provision s.
To confirm, TRB + Associates is an independent firm, properly licensed to practice in California, and has no conflict of interest
with regard to any other work performed by the firm for the City. Furthermore, our firm has never been removed or disqualifie d
from proposing on a project during the life of the company.
Project Approach Overview
Our approach to this engagement is centered on fostering open communication between our firm and the City. On an ongoing
basis, our Project Manager, Paul Armstrong, is committed to maintaining regular communication with City staff to ensure that
we are kept apprised of current code interpretations and policies, and to enhance our ability to quickly respond to any issue s
that may arise during permit counter, document review, and/or inspection activities.
We value the importance of the City ’s projects and are committed to meeting all project service delivery deadlines. We will
diligently document and report all plan review and inspection findings, tracking information, and other reports, as required by
the City.
Throughout this engagement, our key team members will be available to meet with City staff either via phone or in person to
address questions that may come up during the course of a project. We understand that being accessible to project
stakeholders is essential in helping ensure that decisions are made in timely manner; as such, our firm is committed to
responding to all inquiries within 1 business day. We encourage discussions via in -person meeting, telecon, and/or WebEx
formats as agreeable and necessary to achieve the most expeditious results.
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 3-2
Proposed Approach
WORK PROGRAM
Technical Standards
TRB+ provides code compliance reviews and inspections encompassing architectural, fire, electrical, mechanical, plumbing,
structural, energy conservation, disabled access, and green standards in accordance with locally -adopted standards. Our
reviews and inspections consider all relevant project documentation including plans, specifications, calculations, and other
related correspondence to verify conformance to:
• 2016 California Building Code
• 2016 California Residential Code
• 2016 California Electrical Code
• 2016 California Plumbing Code
• 2016 California Mechanical Code
• 2016 California Fire Code
• 2016 Title 24 Energy Standards
• 2016 California Green Building Standards Code
• Adopted local codes, ordinances, regulations and standards (including stormwater provisions).
Our team also has extensive experience with alternative NFPA, ASCE, ASME, FEMA, NEHRP, and ANSI Standards.
Upcoming Code Cycle Change
We understand that come January 1, 2020, the next edition
of the California Building Standards Codes (CBSC) will go into
effect. Our team is prepared to apply the upcoming code
provisions at such time they go into effect.
Alternate Material and Methods
TRB + Associates recognize that there are alternate
materials and methods of construction that can be used to
satisfy and comply with the provisions of the code. Our
experience with the use of alternate materials, alternate
design and methods of construction enhances our ability to
solve specific issues that arise in design and constructi on.
Structural and Life Safety:
•The California Building Code; Volume 1 & 2
•The California Residential Code
•The provisions of ASCE 7-10, Chapters 1 through 15; all
chapters if dynamic analysis submitted
•FEMA, ASCE 41, and NEHRP requirements (i.e. for
existing buildings if required for application to be
reviewed)
•Foundation design and soil-structure interaction
•Vertical and lateral analysis and design procedures/codes
in structural steel, timber, reinforced concrete, reinforced
masonry, and light gauge steel
•Referenced Standards in the California Building Code
•Pre-stressed/post tension analysis design (i.e. if required
for application to be reviewed)
Mechanical, Plumbing, Electrical, Energy and Green Building:
•California Electrical Code
•California Energy Code
•California Mechanical Code
•California Plumbing Code
•California Green Building Standards Code
Fire Safety:
•NFPA 10, 12, 13 D, 14, 17, 17A, 20, 24, 33, 37, 45, 55,
58, 72, 90A, 99, 110, 232, 214, 704, 850, 2001; 2016
California Fire Code
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 3-3
Proposed Approach
WORK PROGRAM
Plan Review Scope
TRB is prepared to perform as-needed plan review services for residential, multi -family residential, commercial, and industrial
projects encompassing building code, electrical, plumbing, mechanical, fire protection (if requested), Title-24 energy, disabled
access, and green building standards; as well as floodplain, wildland urban interface fire severity zone, stormwater, hazardous
materials, and state housing law Title-25 factory-built structure considerations, as applicable.
Our scope typically includes the review of building plans, design calculations, and material specifications for structures proposed
for construction, as well as fire protection system plans and design calculations (if requested). Plans are reviewed for
completeness and correctness based on the adopted California Building Standards Codes as well as any other applicable City
ordinance provisions.
Electronic Plan Review
As an alternative to review of hardcopy media, TRB+ can review electronic media should it be the desire of the City to accept
submittals electronically. The staff of TRB+ has been leaders in the field of digital plan review and workflow management; as
such, we have the experience and know-how to efficiently manage the review of electronic documents.
With electronic submittal of all plan documents, we are able to track and communicate all plan review comments and approvals
through a project web site. Plan submittals would be accepted and comments generated in Adobe® PDF format.
We are prepared to accommodate plans electronically should the City be interested in offering this as an option for applicants.
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 3-4
Proposed Approach
WORK PROGRAM
Plan Review Process
The following process represents our typical plan review workflow. Please note that this process can be modified to meet the
City ’s specific needs.
Step 1 - Preliminary Discussions:
Prior to beginning our initial plan review project, our Project Manager proposes to conduct a meeting or conference
call with the City to discuss local code policies, documentation procedures, plan processing protocols, plan review
checklist items, and scheduling.
Step 2 – Initial Review:
Once we receive a complete set of plan documents, we will perform our plan review in the agreed -upon timeframe,
checking for compliance to all applicable code standards (see Turnaround Table below).
*Unless otherwise mutually agreed upon
All corrections are identified based on compliance with specified codes and regulations and worded so the designer will know
what needs attention and how to respond to the issue stated. Generally, corrections are identified in two ways:
• Notes can be made on plans as appropriate and authorized to assist in locating the issue on the plans;
• A correction sheet is generated detailing what items need to be addressed before plans can be approved.
The client will receive a copy of each correction list, as well as a cover memo containing the following:
• The date plans were reviewed by TRB+ Associates
• The date that the applicant/applicant’s designee was notified that the plan review was completed
• The name and phone number of the applicant/applicant’s designee that was notified that the plan review was
completed
TYPE OF PROJECT
TURNAROUND TIME*
INITIAL CHECK
(WORKDAYS)
RECHECK
(WORKDAYS)
REVISION/
PLAN CHANGE
Single Family Dwellings/Additions/
Remodels & similar Within 10 Within 5 Within 5
Tenant Improvements/Commercial/
Industrial Projects & similar Within 10 Within 5 Within 5
Complex Commercial Projects Within 15 Within 10 Within 10
Expedited Within 5 Within 5 Within 5
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 3-5
Proposed Approach
WORK PROGRAM
Step 3 – Transmittal of Plans and Comment Lists for Plan Review :
At the heart of our approach in delivering our services to you, is the recognition that there must be a coordinated
effort to track and coordinate all submittals and requests received. To help assure that submittals are properly
coordinated and tracked, TRB and Associates has established an internal plan review coordination process to ensure
that each plan received for review is properly handled, processed and returned on time. Our plan tracking procedures
are computerized to track each submittal through the review process and maintain accurate and comprehensive
records for each submittal.
Upon completion of our review, any comments generated are consolidated into a correction letter which is forwarded
to the applicant; at the same time, an electronic copy is sent to the City for its reference.
Step 4 – Rechecks:
Upon receipt of the resubmittal package from the applicant, we will notify the City (via email) that we have received
the package. Once we have verified that the resubmittal package is complete, we perform a recheck in the agreed -
upon timeframe. This process is repeated until the project plan documents are ready to be recommended for approval.
Step 5 – Plan Approval:
When all review comments are satisfied, we will forward two sets of all relevant correspondence bearing our company’s
“Reviewed for Code Compliance” stamp (including plans, calculations, and specifications), along with a transmittal
letter indicating our recommendation for project approval, and the project file to the City for processing.
Shipping and Delivery of Plans
TRB+ provides pre-printed overnight shipping labels and/or pickup services to facilitate the transport of plan submittals to our
office. Please note that the pickup, shipment and delivery of plan documents and other relevant correspondence to the City is
provided at no additional cost to the City.
Quality Control Measures
Quality reviews are of paramount importance to us. Though we employ only experienced plan reviewers and inspectors, and
expect their work to be of high standard, we have instituted a quality control policy to ensure that this standard is maintained.
At the core of our quality control approach is having a “two sets of eyes” policy in place. All plan reviews performed by st aff
are reviewed for quality control by senior members of our team.
Online Plan Check Status and Records
To facilitate access to plan review findings and status information, TRB+ can initiate its Project Website for use on this
assignment. With our project website, all correspondence issued by our team is posted and maintained for access by City and
designated project stakeholder staff. Our postings can include plan review findings (i.e. approval/comment letters), plan review
submittal status information, meeting notes, etc.; all of which may be updated on a daily basis. In addition, if so desired by the
City, we can also accommodate incoming electronic document postings (i.e. electronic plans, calculations, RFI’s, etc.) to allow
a paperless review of the project. To confirm, there is no additional cost for this service.
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 3-6
Proposed Approach
WORK PROGRAM
Building Inspection Scope
TRB is prepared to perform inspection, upon 48-hour notice, of building construction sites, referring to building plans, structural
plans, and material specifications for structures located within the City limits. Our inspectors are proficient at verifying project
conformance to model code standards (Building, Electrical, Mechanical, Plumbing, Green Building and Title 24 Energy &
Disabled Access) and locally-adopted ordinances.
TRB provides all labor and technical, administrative, professional and other personnel ; supplies, materials, equipment and all
other resources necessary to perform the specified work. TRB+ will use existing City forms or can develop correction sheets
which meet with the approval of the City, and shall maintain written lists of corrections needed to ensure conformance to codes
and regulations.
Field Inspection Process
Our experienced team includes individuals with no less than 10 years’ field inspection experience on a range of project
assignment types including municipality “Called Inspections,” “Clerk of the Works,” and “Inspector of Record” roles; our team
can assist with a broad range of inspection responsibilities. Our scope of service areas includes residential, commercial, and
industrial facilities, capital improvement projects, municipal agency services and infrastructure revitalization.
Our inspectors are careful to document all inspection activities, adhere to agency-adopted protocols, and follow field procedures
and policies as dictated by the Building Official. TRB+ will maintain daily inspection records and all necessary documents on
file for reference by the City. To confirm, TRB+ staff are available for applicant inquiries and/or conferences during normal City
business hours.
Our inspections include those identified in the California Model Codes and would be amended and/or modified as d irected by
the City.
• Foundation Inspection
• Framing Inspection(s)
• Electrical, Mechanical and Plumbing systems inspection
• Lath and/or Gypsum Board Inspection
• Fire Code Inspection (if requested), e.g. fire suppression
systems, fire alarms, etc.
• Concrete Slab or under-floor Inspection
• Insulation / T-24 inspections
• Final Inspection
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 3-7
WORK PROGRAM
Administration / Permit Processing Scope
TRB has the resources and experience to provide Building Official, permit -technician, clerical and administrative services as
requested by the City.
The permit counter is often the place where applicants get their first impression of a public agency. We recognize this at TRB+,
and that is why our counter technicians are trained to maintain a high level of responsiveness and professionalism in carryin g
out their day-to-day duties. We carefully screen our permit counter support candidates to ensure they a re customer-service
oriented, adept at identifying submittal package contents, and familiar with popular permitting software systems used by buil ding
departments, including Accela and CRW Trakit.
TRB+ staff would work at the City’s offices as an extension of City staff under the supervision of the Chief Building Official or
their designee with the knowledge, skills and abilities to perform the following functions:
Building Official
• Administer building codes to safeguard life, health, property, and public welfare
• Oversee processing and issuance of building permits
• Oversee plan review process to ensure uniform code conformance
• Oversee day to day building inspection activities
• Coordinate permit fee estimates
• Ensure coordination between city departments and outside agencies
• Provide technical insight to homeowners and contractors to help expedite construction projects
Permit Technician / Administrative Assistant
• Enter permit and related data into the City permit tracking system.
• Research, compile and prepare various limited reports and presentation graphics.
• Assist the general public at the front counter or by phone regarding building, planning, and engineering permit
requirements, application and permit fees, application filing procedures and processing, and permit status.
• Accept permit and related applications and collect fees.
• Screen plans and application materials for completeness and for conformance with City ordinances standards,
policies and guidelines.
• Review application materials for compliance with conditions of project approval; route plans to other City
departments for review; approve and issue minor permits; research and respond to public inquiries.
• Build and maintain positive working relationships with City staff and the public using principles of good customer
service.
• Perform related duties as assigned by the City.
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 4-1
section 4 COMPENSATION
Fee Schedule
As requested in the City’s RFP, TRB+ Associates proposed compensation is delineated on the Proposal Submittal Form
provided in Proposal Section 1. The following reflects additional Fee Schedule-related detail as additional reference.
TRB+ Associates offers the following fixed-fee and hourly rate schedules for services provided. Please note that Building Plan
Review services may be rendered on either a fixed fee or hourly rate basis, as noted below. If additional services are requested
such as Fire Plan Review, Building Inspection, Staff Augmentation and Other services (e.g. CASp consulting), those services
can be provided on an hourly basis at rates shown in the provided Schedule of Hourly Rates and Reimbursables.
Plan Review Services
Our plan review fees may be calculated as a percentage of the Building Plan Review Fee collected by the City. The fee
compensation shown covers three total plan review cycles – the initial plan review and up to two rechecks. Any further review
cycles which become necessary and reviews of revisions to approved plans would be billed based upon a negotiated hourly
rate. Please note that the turnaround timeframe for providing expedited and express plan reviews would be negotiated/mutuall y
agreed upon prior to commencement of the review.
Turnaround Timeframe
(in business days)
Structural Only
Review
M/E/P Only
Review
Complete Review
(Structural, Life
Safety/Disabled Access,
M/E/P, Green,
Title 24 Energy)
Standard*
- 10 days first check
- 5 days rechecks
50% 50% 65%
Expedited**
- 5 to 7 days first check
- 5 days rechecks
Standard fee plus an
additional 50 percent
Standard fee plus an
additional 50 percent
Standard fee plus an additional
50 percent
* For exceptionally large/complex projects, 15-day first check and 10 day rechecks may apply, as mutually agreed upon prior to
commencement of review.
**Turnaround timeframe would be mutually agreed upon prior to commencement of work.
Please note that the pickup, shipment, and delivery of hardcopy and/or electronic plan documents and other relevant
correspondence to the City is included in the above-noted cost.
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES 4-2
COMPENSATION
Schedule of Hourly Rates and Reimbursables
The following billing rates apply for services rendered on an hourly basis:
Position Rate
Principal $145.00
Project Manager $135.00
Building Official $135.00
Senior Plan Review Engineer/Architect $130.00
Senior Plans Examiner (Building & Fire) $125.00
Plan Review Engineer/Architect $115.00
Plans Examiner (Building & Fire) $105.00
Permit Technician III $ 85.00
Permit Technician II $ 75.00
Permit Technician I $ 65.00
Clerical/Admin $ 55.00
Fire Protection Engineer $175.00
CASp Certified Inspector/Examiner $125.00
Grading/Storm Water Plan Review Engineer $175.00
QSP Storm Water Inspector $175.00
Inspection Task Leader $125.00
Supervising Inspector $110.00
Senior Inspector III $105.00
Senior Inspector II $100.00
Senior Inspector I $ 95.00
Inspector II $ 85.00
Inspector I $ 80.00
Intern Inspector $ 65.00
Emergency/After-Hours Inspections Above rates plus 25%
• Overtime is billed at the rates shown above plus an additional 25 percent (Note that no overtime will be charged
without client authorization)
• Minimum 4-hour billing rate for requested inspection services.
• Reimbursement for direct expenses, incurred in connection with the work, will be at cost plus fifteen (15) percent.
• Reimbursement for employee-owned vehicles used in connection with the work will be at the rate of $0.60 per mile.
• Other in-house charges for prints, reproductions and equipment use, etc. will be at standard company rates.
The above Schedule is valid through December 31, 2019 and may be adjusted thereafter.
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-1
RESUMES appendix 1
Todd Bailey, PE, LEED AP, CASp, MBA | Principal
Todd Bailey is a registered professional engineer with over twenty-five
years of experience in the Architecture / Engineering /Construction
industry encompassing project management, plan review, engineering
design, structural and architectural building code interpretation, permit
center administration, and litigation sup port. He has extensive
experience working with architects, engineers, contractors, building
departments and other regulatory authorities to ensure compliance to
adopted Building Code Standards and local ordinances.
Todd has provided plan review services to over thirty jurisdictions as a consultant and spent
three years with the City of Concord performing architectural, structural, energy
conservation and disabled access reviews for both residential and commercial structures.
Todd is also approved as a Delegate Chief Building Official for the California Energy
Commission responsible for verifying new power project conformance to engineering
construction codes on behalf of the Commission.
Select Project Experience
Building Safety Plan Review
• Sacramento Convention Center Project, Sacramento, CA
• Santa Clara Square Apartments and Parking Structures, Santa Clara, CA
• NASA Moffett Federal Airfield, Historic Building Project, Mountain View, CA
• War Memorial Community Center, Daly City, CA
• Concrete Tilt-Up Shell Building (60,000 sf), Concord, CA
• Marin Health Campus - Buildings A-E, County of Marin, CA
• New Medical Research Facility (44,000 sf.), Walnut Creek, CA
• Major Office Remodel (Three 40,000 s.f. buildings), Pleasant Hill, CA
• Rivertown Apartments, Petaluma, CA
• Palolo Chinese Home, Senior Housing Complex, Honolulu, HI
• Spanos Park West Apartment Complex, Stockton, CA
Project Management / Administration
Have served as Delegate Chief Building Official / Engineering Manager for the Californi a
Energy Commission on thirteen natural-gas fired power projects and one wind power
generation facility in California having a combined valuation of over $3 billion. Responsible
for oversight of plan review tasks and coordination of submittals numbering u p into the
thousands on these design-build projects.
• Mountain View Power Project (1,056 MW), Redlands, CA
• Palomar Energy Center Project (546 MW), Escondido, CA
• Valero Petroleum Refinery Capital Improvements, Benicia, CA
Work Experience
TRB + Associates Inc., Principal, 2006 – Present
Bureau Veritas, Building & Facilities Code Compliance Services, 2001 - 2006
Deloitte & Touche LLP, Construction Consulting Services, 1999 - 2001
City of Concord, California – Permit Center, 1996 - 1999
Luhdorff & Scalmanini Consulting Engineers, 1993 - 1996
Tosco Refining Company, 1991 & 1992
Education
Master of Business
Administration
Walter Haas School of
Business
University of California
Berkeley
Bachelor of Science
Civil Engineering
Cum laude
University of California Davis
Registration
Registered Civil Engineer
California (#C-56425)
Hawaii (#11647)
ICC Certified Building Plans
Examiner
ICC Certified Commercial
Building Inspector
ICC Certified Commercial
Electrical Inspector
ICC Certified Commercial
Plumbing Inspector
ICC Certified Commercial
Mechanical Inspector
LEED Accredited
Professional
Certified Accessibility
Specialist (CASp-229)
SAP / ATC 20 Certified
DSA-Approved Fire Life
Safety Plan Reviewer
Professional Affiliations
ICC East Bay Chapter
Past President (2009)
International Code Council
Other
Delegate Chief Building
Official for the California
Energy Commission –
Power Plant Facilities
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-2
RESUMES
Paul Armstrong, PE, CBO | Technical Director & Project Manager
Paul Armstrong is a Registered Professional Engineer with over 30 years
of engineering experience. His vast experience in all manner of
construction, be it industrial, commercial and residential project types,
provides our clients with a strong skill set and wealth of industry
knowledge. In addition to Paul’s engineering experience, he is also a
Certified Building Official, serving in this capacity at the City of El Monte,
as well as Laguna Hills, Signal Hill, and Palos Verdes. A noted author and
lecturer in the building life safety industry, Mr. Armstrong has earned many
awards, including CALBO Instructor of the Year.
Select Project Experience
• Apple Campus Theater, Cupertino, CA – The plan review of the Apple Campus’
Theater where new products would be announced and corporate meetings held. Mostly
subterranean structure that has a glass entry lobby supporting a carbon fiber roof (disk).
• ARTIC (Anaheim Regional Transportation Intermodal Center), Anaheim, CA – Plan
review of the fire and life safety regulations for this new transportation center. The
building is a steel tube framework with a 2-story administration area with a mezzanine
inside. This review included a pedestrian bridge leading to the train platforms.
• Anaheim Convention Center Expansion, Anaheim, CA – A very large expansion of
the convention center meeting space with an associated parking garage addition.
• Disneyland Star Wars Expansion, Anaheim, CA – A very visible area of the Disney
resort that is about to open this year.
• Rams/Chargers NFL Stadium, Inglewood, CA – The plan review of the newest NFL
Stadium project in So CA. The stadium itself is covered by a large steel tube framed
roof structure that is not connected to the stadium.
• Rio Tinto Soccer Stadium, Sandy City, Utah – The plan review of the Salt Lake area’s
professional soccer stadium. It included a roof canopy structure with a wave feature in
the leading edge.
• Building Official Roles:
o Palos Verdes Estates
o Laguna Hills
o Whittier (interim position)
o Signal Hill
o El Monte
Regional Director, Building & Safety Services, TRB + Associates 2019 – Present
Responsible for new business development for building life safety services for various
jurisdictions throughout California. Provide client relations and code assistance. Perform
training lectures on building and residential codes. Participate on various local, state -wide
and national committees. Building Official of the City of Signal Hill.
Group Leader, Building and Safety Services, Industry Consultant 2017 – 2019
Responsible for the development of new business for inspection services and plan review
services for various jurisdictions across the United States. Provide client care and
assistance on code related issues. Give training lectures on the building and residential
codes. Participate on various local, state-wide and national committees. Building Official of
the City of Palos Verdes Estates and Laguna Hills.
Education
B.S. Civil Engineering
California State University,
Long Beach
Advanced Study, Fire
Protection Engineering,
Cal-Poly San Luis Obispo
Registration | Certification
Registered Professional
Engineer, CA (#5348)
ICC Certified Building
Official
Awards
CALBO Instructor of the
Year, 2010
CALBO Course Developer
Merit Award, 2014
Committees
International Association of
Building Officials Board,
2018
ICC Code Correlation
Committee, 2018
Orange Empire Chapter of
ICC, Vice President
ICC Residential Energy
Code Development
Committee, Chair 2013
ICC Building Official
Membership Council,
Governing Committee, 2011
CALBO State Code
Committee, 2011,
2012(Chair), and 2013
CALBO Building/Fire
Advisory Committee, 2011
LA Basin Chapter and
Orange Empire Chapter
Code Committee, Chair
2011, 2012 (Chair) and 2013
(Chair)
Secretariat to the
International Residential
Code for One- and Two-
Family Dwellings (1997-
2000)
(Ctd. on next page)
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-3
RESUMES
Vice President, Various Industry Consultant Firms 2005 – 2017
Responsible for the development of new business for inspection services and plan review
services for various jurisdictions across the United States. Provide client care and
assistance on code related issues. Give training lectures on the building and residential
codes. Participate on various local, state-wide and national committees. Participate on
various local, state-wide and national committees. Promotion and sales of the Firms’ in -
house electronic plan review system. Building Official of the City of Signal Hill. Contract
Plan Review Engineer for the City of Anaheim
Chief Building Official, City of El Monte, Industry Consultant 2011 – 2012
Responsible for the City of El Monte Building Division. Review plans for the City and issues
permits. Conduct investigations of non-complying facilities frequently in conjunction with
the Planning Division, Code Enforcement Division and LA County Fire Department. Develop
presentations for City Council on adoption of new codes, etc.
Vice President, ICC 1991 – 2005
Led the ICC Architectural and Engineering Services Department, responsible for technical
opinions, plan review and the administration of technical contracts during the consolidation
into the International Code Council. Managed ICBO Technical Services Department which
was responsible for the maintenance of the code development process, plan review service
and code opinion service for both external and internal customers. Represented the Council
to many national, state and local org anizations. Responsible for the technical image of the
conference. Provided technical assistance on code related issues to both jurisdictional and
professional members and non-members. Provided research on many code-related issues.
Secretariat to most ICBO code development committees and the initial drafting secretariat
to the ICC International Residential Code.
City of Los Angeles, Dept. of Building and Safety 1988 – 1991
Structural Engineering Associate
Responsible for the structural, architectural and zoning review of proposed projects in the
city. Chief of Coordinating Division and Preservation Coordinator. Evaluation of building
products for LA code compliance.
Teaching Experience
International Code Council (ICC)
Lecturer –Non-structural Fundamentals of the 2009 IBC (domestically and internationally)
Lecturer – Non-structural Fundamentals of the 2012 IBC
Lecturer – ICC Code Development Process
California Building Officials
Lecturer- Significant Changes to the 2013 CBC and CRC for CALBO, and ICC
Lecturer – 2016 Introduction to the CBC Means of Egress
Lecturer - Updates to the 2010, 2013 and 2016 California Residential Code
Lecturer – Updates to the 2010, 2013, and 2016 California Building Code
Advanced Building Code Enterprises - Developed and presented coursework
Lecturer – Accessibility topics
Lecturer – Updates to the 2006 International Residential Code and 2007 California
Building Code
Publications and Papers
ICC Significant Changes to the 2019 CBC/Significant Changes to the 2019 CRC
ICC Significant Changes to the 2016 CBC/Significant Changes to the 2016 CRC
ICC Significant Changes to the 2013 CBC/Significant Changes to the 2013 CRC
ICC Dwelling Construction under the 2007 CBC - Technical Editor
1997 Uniform Codes and UBC Handbook - Staff Technical Editor
Committees (Ctd.)
Author, 2013 and 2016
Significant Changes to the
CBC and CRC
UL Fuel Gas Products
Council (2002)
BCMC (BDMC) staff liaison
(1993-2002)
Co-secretariat to the ICC
Performance Based Building
Code
Secretariat to the
International Zoning Code
(1996-2000)
Secretariat to the General
Design, Administrative,
Lateral Design, Fire and Life
Safety and Fire Risk Code
Committees of ICBO (1992-
1996)
Staff secretariat responsible
for the rewrite of the Means
of Egress Chapter in the
1994 UBC
NIBS HHS Code
Comparison Committee
(1994)
FEMA Building Performance
Review Team member
(1993)
NIBS Flood Standards
Comparison Committee
(1992)
Coordinator, Pacific Rim
Conference on Performance
Based Codes
Various ASCE standards
committees
SEAOC Code Committee
liaison
ASME A17.1 Code
Coordinating Committee
ANSI Construction
Standards Board
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-4
RESUMES
Dominic Ma, SE, PE, MPA | Plan Review Services Manager
Dominic has more than 30 years of experience in reviewing building
plans and specifications submitted for building permit applications to
assure compliance with adopted building codes and reference
standards. Dominic’s experience includes working for more than 27
years as a plan check engineer for the City of San Leandro and 6 years
as a supervising civil engineer for the City of Oakland, where he led
the City’s plan review division.
Dominic has considerable knowledge of civil engineering and structural engineering
principles and practices, California Building Code and Title 24 provisions. His strengths
include having the ability to review, analyze and evaluate plans, specifications, engineering
reports and calculations; possessing knowledge to identify c ode deficiencies; and
evaluating alternate methods and materials of construction. Dominic is adept at reviewing
plans for adherence to the California Building Code, ASCE 7-05/10, and when applicable
FEMA, ASCE 41, NEHRP provisions.
Select Project Experience
Building Safety Plan Review
Plan Review projects supervised in the City of Oakland
• 2121 Harrison Street. The Cathedral of Christ the Light (also called the Oakland
Cathedral). A new modern Roman Catholic Cathedral with glass walls 120 ft. high. The
$190 million, 224,000 square feet structure sits on 36 innovative “friction pendulum
double-concave bearing isolators,” consisting of two facing concave surfaces.
• 2100 Franklin Street. The $45 million, 245,000 s.f. project is 9 stories high and built
with steel frames. To compensate for its slightly smaller than code required width, the
interior atrium is equipped with smoke control system to provide fire protection for its
occupants. Evaluated the alternate materials methods request associated w ith this
design element.
• 100 Grand Avenue. 22 Story Condominium Building, budgeted at $150 million.
• Oakland Airport (Expansion and interior remodeling). A $350 million Terminal
Improvement Program.
Plan Review projects performed
• Bayfair Mall (Tenant improvements), San Leandro
• Century 21 Theatre, San Leandro
• San Leandro Dialysis Clinic
• San Leandro Honda
• San Leandro Hospital (New doctors’ office building)
• Carlton Plaza of San Leandro (Assisted living facility)
• Costco Building Addition, City of Concord
• New Gas Compressor Building, Butte County
• AT&T Rooftop solar Panel Installation, City of San Ramon
• Tilt-up Warehouse Buildings (2), City of Sacramento
• Historic Building Seismic Retrofit, City of Benicia
• Cancer Treatment Facility, City of Pleasant Hill
Work Experience
TRB + Associates, Inc., Senior Plan Review Engineer, 2007 to present
City of Oakland, Supervising Civil Engineer (Building Division), 2000 – 2006
City of San Leandro, Plan Check Engineer, 1973 – 2000
Education
Master of Science
Structural Engineering
UCLA, Los Angeles, CA
Master of Public
Administration, California
State University, East Bay
Hayward, CA
B.S. Civil Engineering
University of California,
Berkeley, CA
Registration
Registered Structural
Engineer
California (#1920)
Registered Civil Engineer
California (#20018)
ICC Certified Plans
Examiner
Certified Energy Plans
Examiner Residential (#R05-
94-5121) - Inactive
Certified Energy Plans
Examiner Non-Residential
(#NR05-94-5576) - Inactive
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-5
RESUMES
Lowell Brown | Inspection and Onsite Services Manager
Lowell Brown has over 25 years of experience encompassing inspection
management, chief building official, plans examiner and combination
commercial, industrial and residential inspector roles on a variety of projects in
Northern California. His experience includes serving as Development
Organization Manager & Development Services Supe rvisor, and CIP Project
Ombudsman with the City of Fremont.
Lowell provides project management and supervisorial services to clients on an as-needed
basis. Lowell’s inspection experience includes complex structural systems, including base-
isolation systems and laboratory mechanical and plumbing systems..
Select Field Inspection Experience
Government / Civic
• Solano County Government Center Project, Solano County, CA
Commercial
• Chiron Medical, Emeryville, CA
• Pixar Animation Studios, Emeryville, CA
• Ikea, Emeryville, CA
• Marriott Hotel, Emeryville, CA
• Genentech CCP2 Expansion Project, Vacaville, CA
• OSHPD-3 Kidney Dialysis Centers, Walnut Creek, CA
• Dry Creek Rancheria Casino, Healdsburg, CA
Industrial and Power Plant Cogeneration Facilities
• Represented the California Energy Commission on Power Plant Projects in Northern
California, include the following projects:
o Los Medanos Energy Center Project
o Delta Energy Center
o Lodi Energy Center
o Russell City Energy Center
o Almond 2 Power Plant
o Walnut Creek Energy Park Project
Select Office Plan Review and Administration Experience
• Development Organization Manager and Development Service Supervisor for six
years.
• Worked as City of Fremont Ombudsman with large developers to during review and
permit processes.
• Performed plan check and site assessment for preliminary design of major projects for
the City of Fremont.
Work History
TRB + Associates, Inc., 2010 - Present, Inspection Services Manager
Private Consultants, Senior and Supervising Inspector Roles
City of Fremont CA, Development Services Department Roles
Education
AS, Building Inspection
Technology
Chemeketa College
Registration
ICBO/ICC Certified Building
Inspector: Commercial /
Residential
DSA / OES Certified
Emergency Response
Assessment Inspector
OSBOA Certified Building
Official, Mechanical,
Manufactured Home
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-6
RESUMES
Thomas Hemenway, SE, PE | Senior Plan Review Engineer
Tom Hemenway is a Registered Structural Engineer with over 30 years of
engineering experience. Tom’s experience includes providing structural, civil, and
architectural design and quality control on a variety of industrial, commercial and
residential project types including multifamily podium projects, utility-scale power
plant facilities, and retail buildings. He has served in design and analysis
capacities for a number of seismic strengthening projects involving timber, steel,
concrete, and masonry buildings in the greater San Francisco bay area. His
technical skills include 3D modeling and dynamic analysis for large foundations
and structures.
Select Project Experience
• Lead Civil/Structural Engineer on multiple projects including the following:
o NUMMI, Stamping Plant and Plastics Plant Expansion, Fremont
o Vandenberg AFB housing development phases III and IV
o 140 Geary Street seismic retrofit, San Francisco, CA
o Amgen, Process Lab Building 99, Thousand Oaks, CA.
o Huntington Hotel, San Francisco, CA
o Wells Fargo Bank, Fremont Data Center, Fremont, CA.
• Responsible for Civil, Structural, and Architectural designs for industrial projects
domestic and international.
• Responsible for structural analysis and design of seismic strengthening to existing
timber, steel, concrete, and masonry buildings in the greater San Francisco bay
area.
• Responsible for 3D model constructability review for a new GE 7FA natural gas -
fired and GE A10 steam turbine , 1x1 combined cycle electric power generating
facility.
• Responsible for ensuring quality of Civil, Structural, and Architectural construction
activities for 600 megawatt natural gas-fired, combined cycle electric power
generating facility.
• Performed dynamic structural analysis and concrete design for new steam turbine
foundation.
• Designed concrete and steel structures for Kennecott Copper Smelter
Modernization Project, Salt Lake City, UT using STAAD III and Microstation for PC
computer.
• Designed steel pile and conventional concrete pad foundations for overland
conveyor at Falkirk Mine in Underwood, North Dakota.
Work Experience
TRB + Associates, Inc., Senior Plan Review Engineer, 2016 - Present
Owner, TjHemenway Design Consultant, 2014 to 2016
Construction and Engineering Interface Manager, Kvaerner North American Construction
Inc. and Parson Brinkerhoff JV, 2013
Owners Representative, Calpine, Russell City Energy Center, 2011 – 2012
Lead Structural Engineer, Aker Kvaerner, 2002 – 2003
Resident Engineer, Kvaerner, 2000 – 2002
Civil/Structural Discipline Manager, Kvaerner Metals, 1998 – 2000
Senior Structural Engineer, Kvaerner Metals, 1997
Civil/Structural Lead Engineer, The Bentley Company, 1995 – 1996
Others, 1981 - 1994
Education
B.S. Civil Engineering
Technology, Structural
Emphasis
Metropolitan State College,
Denver
Registration
Registered Structural
Engineer
California (#5348)
Registered Civil Engineer
California (#52357)
Professional Affiliations
SEAONC Member
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-7
RESUMES
Karin Kuffel, SE, PE | Senior Plan Review Engineer
Karin has over 30 years of structural engineering experience. Ms. Kuffel has
vast structural design experience in both complex commercial and residential
projects. She has managed many large-scale projects; including: hospitals,
OSHPD and the Chabot Space and Science Center. Her experience includes
staff training, building design, and design review, as well as construction
supervision and development of design and construction guidelines for new
single-family residences.
Work Experience
Plan Review Engineer, TRB + Associates, San Ramon, CA 2016 - Present
Provide structural plan check reviews of large commercial and institutional structures for
multiple Bay Area building departments.
Build Change; Philippines 2014 - 2016
Lead Engineer - Philippines. Responsible for all technical work and staff of Denver -based
engineering non-profit’s programs and operations throughout the Philippines, including
management of Filipino engineering/technical staff comprised of eng ineers and builder
trainers. Supervised training of local staff, building design, design review, construction
supervision, and development of design and construction guidelines and
recommendations for single-family homes and schools based on the National Structural
Code of the Philippines.
Crosby Group; San Mateo, California 2011 - 2014
Senior Structural Engineer/Project Manager. Project management on multiple design-
build projects, working with design team and contractor on fast-track work both in- and
out-of-state. Responsible for managing project team from design through construction,
developing and tracking fees, deadlines, and deliverables.
Independent Consultant 2009 - 2011
Structural engineering consultant in San Francisco Bay Area. Consultant for small
commercial and residential work. Extended contract work for Rutherford & Chekene
included multiple hospital projects covering new hospital facility design, OSPHD plan -
check work, and construction administration assistance.
Biggs Cardosa Associates, Inc.; SF, CA 2006 - 2009
Senior Engineer. Project management with responsibility for developing work, managing
project production work, and overseeing construction administration. Representative
projects include oversight for design of 8-story residential and parking structure for
Santana Row Parcel 8b (San Jose, California) and the Lowe’s parking structure in San
Francisco.
KPFF Consulting Engineers; SF, CA 2004 - 2006
Project Manager. Responsible for developing work and fee proposals, managing project
engineering and drafting work, and overseeing construction administration. Project
management included design of 5-story addition to Kaiser Santa Rosa Hospital,
construction administration for 7-story addition to Modesto Memorial Hospital, and design
and construction of low-income housing for South County Housing.
Independent Consultant 2001 - 2004
Structural engineering consultant in San Francisco Bay Area. Consulting clients included
Chabot Space and Science Center, SOHA Engineers, and Gerson/Overstreet Architects.
Education
Bachelor of Science
Civil Engineering
Purdue University; West
Lafayette, Indiana
Masters of Business
Administration
Saint Mary’s College of
California; Moraga,
California
Registration
Registered Structural
Engineer California
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-8
RESUMES
William Vaughn, SE, PE | Senior Plan Review Engineer
William Vaughn is a Registered Structural and Civil Engineer with over 35
years of experience in construction, structural engineering design, seismic
investigation and structural peer and plan review. Bill has extensive
knowledge in commercial and residential buildings as well as industrial
facilities using steel, concrete, masonry and timber design. He also has a
wide range of construction field experience including supervision,
construction methods, product development and structural inspection. Of
particular note, Bill’s steel design portfolio includes 2 Moment Frame
patents with HSS Steel Columns and Wide Flange Beams.
Select Project Experience
• Provided structural design and peer review services for clients with residential, multi -
family, and commercial buildings using timber, steel, concrete, and masonry design.
• Produced structural designs for new buildings and provided structural designs and
evaluations for alterations to existing buildings.
• Designed seismic strengthening of un-reinforced masonry buildings, wood buildings,
and concrete tilt-up buildings.
• Produced repair designs for earthquake damaged facilities and for other structurally
damaged buildings.
• Conducted analyses of existing buildings to assess compliance with codes and
drawings.
• Performed investigations of earthquake, fire, and flood distress. Prepared reports,
engineering analyses, and repair recommendations.
• Provided expert witness, structural peer review and plan review services.
• Investigated structural damage and distress for litigation preparation purposes.
Prepared reports, engineering analysis, and recommendations to client. Provided
design preparation and construction observations for repair designs.
Structural Peer Review
• Haas School of Business, University of California, Berkeley, CA
Structural Plan Review
• Russell City Energy Center, New $800 million Power Plan Project (for California Energy
Commission), Hayward, CA
• Newell Village Mixed Use Project, Walnut Creek CA
• Terraces at Los Altos Mixed Use Project (Phase 3), Los Altos, CA
• New Family Dollar Store, Sacramento, CA
Structural Design
• Chevron Willbridge Terminal Upgrade, Portland, OR
• Chevron Eureka Terminal Upgrade, Eureka, CA
• Kaiser - Lennon Lane Mechanical & Seismic Upgrade, Walnut Creek, CA
Work Experience
TRB + Associates Inc., Senior Plan Review Engineer, 2011 – Present
Vaughn Engineering, Principal Structural Engineer, 1994 - 2011
David L. Messinger & Associates, Civil & Structural Engineer, 1990 -1994
Alan R. Horeis Structural Engineers, Civil Engineer, 1987 -1990
Others, 1971 – 1987
Education
Bachelor of Science,
Structural Engineering,
Masters-level Course Work
in Structural Engineering,
Portland State University,
Portland, Oregon
Bachelor of Arts,
Economics, Course Work in
Business Administration and
Industrial Engineering, State
University of New York,
Buffalo, New York
Registration
Registered Structural
Engineer, California
Registered Civil Engineer
California
Professional Affiliations
Structural Engineers
Association of Northern
California (SEAONC)
Structural Engineers
Association of California
(SEAOC)
International Code Council
(ICC)
East Bay Chapter of ICC
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-9
RESUMES
Bill Nagel, SE, PE, CASp | Senior Plan Review Engineer
Bill Nagel has over 30 years of structural/civil engineering experience on
commercial, residential, and industrial project types. Bill’s wide range of
experience includes both private and public sector experience. In addition
to plan review, Bill provides CASp inspections, and Development Services
Director duties.
Project Experience
Plan Review Engineer - TRB + Associates, San Ramon, CA 2016 - present
Provides life-safety and structural plan review support for residential, commercial, and
industrial project types.
Principal – Nagel Engineering (Consultant) 2011 - 2015
Prepared plans, calculations, and specifications for architectural, structural and civil design
projects as well as project management services. Performed Certified Access Specialist
(CASp) inspections and prepared reports for compliance with State T -24 and federal ADA
accessibility requirements. Served as an expert witness on inspections and written reports.
Development Services Direction – City of Redding 1996 - 2015
Coordinated and managed the land development process within the City.
Developed and implemented City Council objectives as well as the department vision,
mission and goals. Managed current and advanced planning, building inspections, code
enforcement, land development, fire department plan review and inspections and a
consolidated permit center. Provided expert witness in court. Prepared, managed and
implemented an integrated land development management software system. Provided
training, reviewed plans, developed policies and provided consulting services for the
development community. Acted as SB 1608 required Certified Access Specialist (CASp) for
the City of Redding.
Senior/Associate/Assistant, Junior Engineer – City of Sacramento 1985 - 1996
Supervised commercial and residential plan review, permit clearing house and permit
center. Performed commercial plan review for compliance with accessibility, life-safety and
structural requirements from minor structures up to an including malls and high-rise office
buildings.
Education
Bachelor of Science
Civil Engineering
California State University,
Sacramento
Master of Science,
Structural Engineering
California State University
Sacramento
Registration/Certification
Registered Structural
Engineer California (#3962)
Registered Civil Engineer
California (#43698
ICC Certified Building
Official & Plans Examiner
DSA Certified Access
Specialist (CASp) (#118)
Certified SWPP
Developer/Practioner
(QSD/QSP)
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-10
RESUMES
Robert Woods, SE, PE | Senior Plan Review Engineer
Robert has over 30 years of experience encompassing building life safety
code compliance and structure design roles. His experience includes
serving as a Building Official and Plan Review Engineer at two San
Francisco Bay Area jurisdictions. Robert possesses extensive managerial
and technical experience working on commercial projects having complex
code compliance considerations. His experience includes reviewing
complex Alternate Materials and Methods of Construction requests.
Work Experience
Building Official, City of Concord 2012 – 2016
• Developed policies and procedures for Building Division
• Created Division Budget. Monitored Fiscal Expenditures and Revenues
• Developed Information Bulletins for public and internal-only use
• Managed development review projects collaboratively with other departments
• Reviewed numerous Alternate Materials and Methods of Construction
• Served on the City’s development review Customer Service Team Committee to
streamline review processes and eliminate obstacles to achieving city goals
• Served on City’s Technology Advisory Committee
• Performed field investigations of the more complicated code enforcement cases.
• Issued Notice and Orders related to code enforcement cases
• Prepared council agenda reports for code adoption and amendments and waste
management ordinance updates
• Created a permit technician series that provides world class permitting services
• Served as technical administrator for Accela Permits Plus systems; performed
programming of user interfaces and all business processing scripts; trained other key
staff in other departments and divisions to serve as administrators for their business
functions.
Building Official, City of Walnut Creek 2005 – 2012
• Managed and oversaw the continual operations of the Building Inspection and Code
Enforcement Divisions. Developed and maintained annual building division budget to
include monthly activity and reconciliation. Developed training programs to assist
inspectors in obtaining required certifications. Provided training programs for staff on
complex residential, commercial, high-rise and industrial projects.
• Performed inspections on complex residential, commercial, high-rise and industrial
projects.
Plan Check Engineer, City of Walnut Creek 1988 – 2004
• Managed development review projects collaboratively with other divisions and
departments
• Performed professional engineering work in analyzing, checking and approving plans
and specifications, from single family residences to large and complex buildings and
structures, such as the Kaiser Medical Office Building, Bank of America’s Broadway
Pointe Building.
• Reviewed permit applications, plans, calculations, and specifications of buildings and
structures for compliance with the model building codes, state handicap access and
energy regulations, safety standards, and applicable city ordinances; iss ued permits
• Created policy manual to provide uniform enforcement and understanding of code
interpretations, building department policies, and office procedures
Project Engineer, EQE Engineering, Inc., San Francisco, CA 1982 – 1988
Education
MS in Civil Engineering,
University of California,
Berkeley
MS in Civil Engineering,
University of California,
Berkeley
Licenses and
Certifications
Structural Engineer,
California
Professional Engineer, CA
Licensed General Building
Contractor
Licensed General
Engineering Contractor
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-11
RESUMES
Daniel McLaughlin, PE | Senior Plan Review Engineer
Dan McLaughlin is a registered Civil Engineer and ICC Certified Plans
Examiner with plan review experience on numerous residential and
commercial projects. He has provided structural, life safety, and
mechanical/electrical/plumbing, and energy reviews on a variety of
residential and commercial project types. Project types include complex
single-family homes, small to mid-sized retail shell buildings, office and
mercantile tenant improvements, and mixed-use projects. Dan
possesses strong structural analysis skills and has an excellent working knowledge of
ADAPT, RAM, SAP2000, AutoCAD, Revit, and MathCAD structural engineering software
packages.
Work Experience
Plan Review Engineer, TRB + Associates, Inc. 2014 - Present
• Review drawings and calculations for code compliance on behalf of client agencies
• Projects range from small residential to large apartment and office buildings
• Recently participated in structural review of 4 story 135,000 sf wood apartment
building over 2 story PT parking garage
• Participated in structural review of a 6 story 133,000 sf steel buckling restraint braced
frame office building
• Have reviewed a variety of wood, concrete, and steel building types
• Communicate with project engineers and architects on a regular basis
Engineering Assistant, Contra Costa County Sanitary District 2011 - 2014
• Performed submittal check to ensure use of proper materials and equipment
• Created site maps to discover location of overflows in the event of clogs in the
systems
• Performed sewer line inspections to ensure proper installation by contractor
• Supervised bore sight to allow continual work when lead engineer not on site
Engineering Internship, City of Pleasant Hill, Engineering Division 2007
• Performed quality control of storm drainage system project
• Supervised ADA sidewalk installation to ensure proper installation by contractor
• Developed PowerPoint Presentation of the City department functions for the City
Engineer
Residential Construction, McLaughlin Construction 2011, 2013
• Extensive knowledge in residential wood construction. Restored Victorian home
including repair and seismic retrofit of foundation, re-leveled house and conducted full
replacement of electrical, plumbing and sewer line. Completed unfinished basement
including framing, insulation, electrical, sheetrock and finish work.
Collection System Operation Laborer, Contra Costa County Sanitary District 2009, 2010
• Performed assigned duties on the hydro, rodding, construction and utilities location crews
Education
Masters in Structural
Engineering
Lehigh University
Bethlehem, PA
B.S Civil Engineering
Lehigh University
Bethlehem, PA
Registration
Registered Civil Engineer,
California
ICC Certified Plans
Examiner
Professional Affiliations
American Institute of Steel
Construction
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-12
RESUMES
Clarice Shephard, Architect | Senior Plan Review Architect
Clarice Shephard is a licensed Architect with over 20 years of architectural
experience encompassing commercial, healthcare, education, and single &
multifamily housing project types. Clarice possesses non-structural code
compliance review skills and has a strong working knowledge of
accessibility requirements, including Americans with Disabilities Act and
Title 24 California Building Code standards.
Her experience includes serving as a project architect and project manager responsible for
design and construction oversight elements on multiple projects in both public and private
sector settings.
Select Project Experience
Plan Review
• Winter Park Apartments Fire Repair, Sacramento, CA
• De La Salle Academy, T.I., Concord, CA
• Coffee Company T.I., Walnut Creek, CA
• Restaurant T.I., Project Pi, Walnut Creek, CA
• Schools Financial Credit Union, Concord, CA
• Single Family Projects, Multiple Jurisdictions
Project Manager / Project Architect
• Park View Apartments: 288-unit Podium project with 4 levels of residential over 2 levels
of parking, San Diego, CA
• The Venue at Saint Rose: 13 Podium buildings of five different building types (4 levels
of residential over 1 level of parking and some retail), Las Vegas, NV
• One Steamboat Place: 85-unit resort style, mixed use high-rise project including parking
structure. $140 million project, Steamboat Springs, CO
• Peterson Middle School: Modernizations for Fire Alarm, & Science Shops; and new
Library, Santa Clara Unified School District, CA
• Kaiser Permanente Medical Office Building: Accessibility Survey and Report, Stockton,
CA
• Delta College: New Data Center, Stockton, CA
• Gavilan Community College: Social Science Building Modernization, Gilroy, CA
• Myogen Lab: Addition and remodel, Denver, CO
• Construction Administration on University Hospital Anschutz Inpatient Hospital,
($96,000,000 construction project), Denver, CO
• Catholic Diocese of Stockton: Vietnamese Center, Lodi, CA
• Remodel project for Kaiser Permanente: Administration, education, pharmacy, offices
and conference space, Modesto, CA
• Skilled Nursing and Acute Care Units at St. Dominic's Hospital, Manteca, CA
Work Experience
TRB + Associates, Inc., Plan Review Architect, 2014 - 2016, 2018 – Present
Kaiser Permanente, Project Manager, 2017
BFGC / IBI Group, Architect, 2009 - 2012
RNL Design, Project Architect, 2006 - 2008
MCG Architecture, Project Manager, 2005 - 2006
H+L Architecture, Project Architect, 1999 - 2004
Derivi Castellanos Architects, Architect, 1996 – 1999
Education
Master of Architecture, with
Distinction
University of Michigan,
Ann Arbor, MI
Bachelor of Architecture
University of Arizona,
Tucson, AZ
Licenses/Certifications
Licensed Architect,
California (# C25918)
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-13
RESUMES
Bing Young, Architect | Plan Review Architect
Bing Young is a registered Architect with plan review experience on both
residential and commercial projects. He provides comprehensive life safety,
accessibility, energy, and mechanical/electrical/plumbing reviews on a variety
of residential and commercial project types. Bing possesses over 25 years of
professional experience which includes roles in production, proj ect
management, construction management, energy, and accessibility analysis.
Work Experience
Plan Review Architect, TRB + Associates, Inc. 2018 - Present
• Review drawings and calculations for code compliance on behalf of client agencies
• Projects include residential subdivisions, custom homes, additions, remodels, new
commercial buildings, and tenant improvements
Project Architect, PSM Architects, Inc. 2008 – 2018
• Prepared and managed the development of comprehensive construction documents
for new commercial buildings, tenant improvements, and additions
• Oversaw and directed production staff
• Performed quality control review of building permit submittal documents
• Facilitated client and permit processing meetings
• Collaborated with engineers, ancillary designers, and vendors
• Prepared and reviewed project specifications
• Reviewed shop drawings and submittals for compliance with specifications and design
intent
• Performed accessibility evaluation of existing sites and buildings
• Prepared detailed accessibility reports for building and business owners
• Facilitated pre-construction and post-construction on-site meetings with construction
project managers and general contractors
• Performed construction administration and project closeout duties
Staff Architect, Hollman Bologna Architecture & Planning, Inc. 1996 - 2008
• Prepared schematic design and construction documents for single -family and multi-
family residential remodels, additions, and new buildings
• Performed residential building reconnaissance for additions and remodel projects
• Prepared design review documents for planning approvals
• Facilitated building permit processing
• Prepared and reviewed Title 24 Energy Efficiency Compliance documents
Certified Energy Plans Examiner, BETA, Inc. 1993 - 1999
• Reviewed and approved Title 24 Energy Efficiency Compliance documents for
residential and non-residential buildings for local jurisdictions
Education
Bachelor in Architecture,
California Polytechnic State
University
San Luis Obispo, CA
Registration
Registered Architect,
California
Professional Affiliations
National Council of
Architectural Registration
Boards Certified
ICC Member
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-14
RESUMES
James Johnson, E.E., QCxP | Senior Plan Review Engineer
James Johnson is a Registered Electrical Engineer (Hawaii), ICC Certified
Electrical Plans Examiner, and Qualified Commissioning Services Provider
(QCxP) with over 25 years of experience encompassing electrical
engineering design and plan review. Mr. Johnson has provided electrical
plan review on a variety of project types including commercial building,
tenant improvements, and photovoltaic systems. In addition, Mr. Johnson
has performed extensive power and lighting systems design, engineering
and construction document production, and project management.
Select Skills / Project Experience
• Analyze permit submittal plan documents for conformance to adopted national, state,
and city/county codes including NEC, NFPA, IBC, ICC and UFC standards.
• Conduct forensic electrical systems investigations to determine origin and cause failure
of equipment and associated distribution systems including power, lighting and fire
alarm with analysis and resolution of legally-adopted Code compliance issues.
• Provide scheduled review as CQCR of electrical construction documentation with
scheduled site inspection to assure quality construction in accordance with minimum
codes and standards for U.S. government projects.
• Professionally managed a wide variety of governm ental, commercial, institutional and
residential projects with associated commercial and emergency, renewable and non-
renewable power, lighting, and telecommunication systems.
• Provided oversight of engineering skills development and implements of Engineers -In-
Training. As a lead instructor at Leeward Community College, taught Math, English and
Writing from high school through college freshman levels.
• Proficient in Microsoft Word, Excel, Powerpoint, Adobe Photoshop and Acrobat Pro,
AutoDesk AutoCAD MEP 2013. Revit MEP 2013.
Work Experience
• Senior Plan Review Engineer, TRB + Associates, Inc., 2014 to Present
• Certified Electrical Plan Reviewer, City and County of Honolulu, 2013 to Present
• Senior Electrical Engineer/Project Manager, Moss Engineering, 2005 – 2013
• Office Manager, Senior Electrical Engineer, Tower Engineering, 2000 – 2005
• Senior Project Engineer/Manager, Applied Engineering, 1995 – 2000
• Lead Instructor, Office of Continuing Education and Training, Leeward Community
College, Pearl City, HI, 1995 – 2000
• Senior Electrical Design/Project Manager, Bennett, Drane, Karamatsu Engineers,
Honolulu, HI, 1985 – 1995
Registration/Certification
Registered Electrical
Engineer – Hawaii
ICC Certified Electrical
Plans Examiner
Qualified Commissioning
Services Provider (QCxP)
Construction Quality Control
Reviewer (CQCR)
Professional Affiliations
Illuminating Engineering
Society (IESNA)
International Association of
Electrical Inspectors
Building Commissioning
Association (BCA)
International Code Council
(ICC)
Volunteer Affiliations
Board Member,
Richmond High School
Engineering Academy
Advisory Board
2014 – Present
Volunteer Writer/Coach,
El Cerrito and Richmond
High Schools
2013 – Present
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-15
RESUMES
Steven Block, E.E. | Senior Plan Review Engineer
Steven Block is a highly skilled electrical engineer with over 25 years’
experience in the electrical engineering field. His expertise includes
electrical design and plan review for compliance with the National Electrical
Code, California Electrical Code, California Energy Code, local ordinances,
National Electrical Safety Code, California Electrical Code, California
Energy Code, local ordinances, National Electrical Safety Code, OSHA and
other applicable laws, ordinances, regulations and standards (LORS).
Projects reviewed for code compliance include: commercial and industrial solar power
plants, commercial natural gas power plants, wastewater treatment plants, and cement
plants, industrial and commercial buildings, parking structures, hotels and municipa l utilities.
Designed and provided construction support for traffic signals, highway lighting, closed
circuit television, traffic monitoring stations, maintenance stations, and storm water pumping
stations.
Work Experience
Senior Electrical Plan Review Engineer, TRB and Associates 2016 - Present
• Plan review for residential, commercial and industrial installations – Phillips 66 Naval
Weapons Station, OSHPD 3 reviews for the City of Sacramento, Benicia Valero
Refinery Audit, Child Daycare Center in Santa Clara, new apartments in Sacramento.
Senior Electrical Engineer, Private Consulting Firm 2004 - 2016
▪ Plan review for code compliance and field inspector support – Silver State North
Photovoltaic Generating Station, transmission lines, and high voltage substation
(Nevada), Palomar Power Project (California), Panoche Energy Center (California),
Abengoa Solar Thermal Generating Station and substation (California), Genesis
Solar Collector Generating Station (California), Inland Empire Energy Center
(California), Distributed Energy Partners Generating Stations (Hawaii), Various Wind
Power Generating Stations in Solano County, CA, and other generating stations.
▪ Plan review for commercial and industrial installations – FBI Honolulu, Disney Hawaii,
Fort Irwin Military Housing (California), various rooftop photovoltaic installations
(Hawaii), Valero Refinery Benicia (California), Transmission Line Feeder for Concrete
Plant (Nevada) and Various Cellular Tower Installations (Hawaii).
Education
B.S. Engineering, Physics
California State University,
Northridge, CA
Registration
Registered Electrical
Engineer
California, Nevada, Arizona,
Hawaii
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-16
RESUMES
Peter Kogan, M.E., LEED AP | Senior Plan Review Engineer
Peter Kogan is a licensed mechanical engineer with over 25 years of
diversified experience in the construction industry. His expertise lies in the
areas of design and construction administration for Heating, Ventilation and
Air Conditioning, Plumbing, Fire Protection, Energy and Building Studies,
and Value Engineering. In the past ten years he was responsible for the
design and renovation construction of several historical preservation
projects. Peter’s extensive experience and personal attention to proje ct
details has always assured professional services performed within budget
and to complete client satisfaction.
Peter has published several technical articles in the national magazine "Heating, Piping, Air
Conditioning" and recently had an article publis hed in the architectural magazine
"Progressive Architecture". Peter has presented a technical paper on World Energy
Congress in Atlanta, Georgia in 1990.
Select Project Experience
Healthcare
• New Medical Facility, Nevada Air National Guard, Reno, NV
• Radiology/ Oncology Labs Renovation, Hospital Building, UCSF, San Francisco, CA
• Renovation of Buildings 210/212 & 301, Metropolitan State Hospital, Norwalk, CA
• Sonoma State Hospital, Central Plant HVAC Modifications, Sacramento, CA
Education, Assembly
• Wet Research Laboratories in Building 74, Lawrence Berkeley Lab, Berkeley, CA
• Medical Research Laboratories, Warren Hall, UC Berkeley, CA
• Calvary Church, Los Gatos, CA. New 80,000 sq.ft., 2-story Life Center with
Classrooms, Multi-Use Room, Gymnasium, Meeting Halls, etc.
Multi-unit Residential
• New Condominium Complex, San Francisco, CA. New 7 Story Condominium
Complex located at 1438 Green Street
• Military Housing and Commercial Facilities, NAS Fallon, NV. New 3 Building
Housing Complex comprising 126 Bachelor Enlisted Quarter units & new base
Administration, Maintenance, Shop and Storage Facilities.
Commercial
• The Disney Store, New Retail Store, Winward Mall, Kaneohe, HI
• Office Building, San Francisco, CA. New 3 Story Office Building located at 325
Pacific Avenue
• New Ruth’s Chris Steak House Restaurant, The Montage, Reno, NV
• Foods Pilot Plant Expansion for Clorox Corporation, Pleasanton, CA
Government, Civic
• Renovation of 3–Building Command Headquarter Complex, Travis Air Force Base,
Fairfield, CA
• New 2-story Fitness Center at Naval Postgraduate School, Monterey, CA
• New International Arrival Building, Oakland Airport, CA
Work Experience
TRB + Associates, Inc, 2008-Present
Peter Kogan Associates, Owner, 1988-Present
Education
Master of Science,
Mechanical Engineering,
Moscow Aeronautical
Institute, Russia
Registration/Certification
Registered Professional
Mechanical Engineer:
California, Hawaii, Nevada,
Texas, Colorado, Arizona
Certified Energy Manager
(CEM), State of California
LEED Accredited
Professional
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-17
RESUMES
Jim Begley, F.P.E., CFM, LEED AP | Fire Protection Engineer
(Terp Consulting)
Jim Begley has almost 20 years of experience and began his
engineering career in 1993 at Lockheed Martin Energy Systems in Oak
Ridge, TN. After relocating to Las Vegas in 2002, Jim was responsible
for hospitality projects such as Caesars Palace, Hard Rock Hotel, the
Palms Casino, Bally’s and Paris Hotel Resort while managing the Las
Vegas office of Schirmer Engineering Corporation. In May 2005 Jim
joined JBA Consulting Engineers as the Director of Fire Protection
Engineering and became Director of Domestic Business Development
in 2008 prior to establishing his own firm in 2010.
Jim is a registered Fire Protection Engineer in 18 states. While at the University of Maryland,
Jim was awarded membership to the Salamander honorary fire protection engineering
fraternity. Jim is a past President of the Southern Nevada chapter of the Society of Fire
Protection Engineers (SFPE) and currently sits on the SFPE Board of Directors on an
international level.
Select Project Experience
SHRA 12-Story Building Remodel, Sacramento, CA
Russell City Energy Center Project, Hayward, CA
Lodi Energy Center Project, Lodi, CA
River Rock Casino, Healdsburg, CA
Aliante Station Hotel and Casino, Las Vegas, NV
Barona Resort & Casino, Lakeside, CA
Caesars Palace Hotel and Casino, Las Vegas, NV
Diamond Jo Casino, Northwood, IA
Diamond Jo Casino Dubuque, Dubuque, IA
Durango Station Hotel and Casino, Las Vegas, NV
Encore at Wynn Las Vegas, Las Vegas, NV
Golden Nugget Hotel & Casino, Las Vegas, NV
Legends Casino, Yakima, WA
Little Six Casino, Prior Lake, MN
Mystic Lake Casino, Prior Lake, MN
Palms Casino Resort Phase II, Las Vegas, NV
Palms Casino Resort Concert Venue, Las Vegas, NV
Snoqualmie Casino, Snoqualmie, WA
Tropicana Mega Resort, Las Vegas, NV
Wynn Las Vegas, Las Vegas, NV
Work Experience
TERPconsulting, 2010 to present
jba consulting engineers, 2005 to 2010
Schirmer Engineering Corporation , 2001 to 2005
Fire Protection unlimited, 1999 to 2001
Performance Design Technologies, 1997 to 1998
Nexus Technical Services Corporation, 1996 to 1997
Lockheed Martin Energy Systems, 1993 to 1996
Education
Worcester Polytechnic
Institute
M.S. in Fire Protection
Engineering - 2006
University of Maryland at
College Park
B.S. in Fire Protection
Engineering - 1996
Registration
Licensed Fire Protection
Engineer:
California, Nevada, Arizona,
15 additional states
LEED Accredited
Professional
ICC Certified Fire Marshal
ICC Certified Fire Plans
Examiner
ICC Certified Fire Inspector
Professional Affiliations:
National Fire Protection
Association (NFPA)
Society of Fire Protection
Engineers (SFPE)
Member grade
SPFE
Member of International
Board of Directors
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-18
RESUMES
Douglas Simms, CBO, CASp | Supervising Inspector
Doug Simms has over 30 years of combination building inspection
experience. He has inspected numerous commercial and residential
projects including high-tech clean room and complex electrical system
installations. Doug has the ability to problem solve and research
processes involved in highly technical systems. During his career, he
has been responsible for the oversight of field inspectors and other
building department staff. Doug employs a customer service focus in
carrying out his building safety inspection responsibilities.
Select Project Inspection Experience
• Onsite Interim Supervising and Senior Inspector – City of Tracy, CA (TRB and
Associates). Served in Interim Supervising and Senior Inspector roles for the City.
Provided inspection on several large-scale projects including distribution
warehouses and multifamily projects. While serving as interim Supervising
Inspector, coordinated closely with the building official and inspection team
members, and mentored junior level inspectors.
• Delegate Building Official Services, Inspector of Record – California Energy
Commission (TRB and Associates). Provided inspection, safety monitoring and
onsite project review on four Power Plant projects having a combined power
output of over 1,500 MW. Completed onsite inspections to verify project
conformance to the California Building Standards codes, applicable project
conditions of certification, and local ordinances, standards, and
regulations. Provided oversight of all systems to verify compliance with design
documents and governing codes and requirements. Role included preparation of
daily and weekly project inspection reports. Doug served on the following power
generation projects:
o Russell City Energy Center (600 MW Combined-Cycle), Hayward, CA
o Lodi Energy Center (296 MW Combined–Cycle), Lodi, CA
o Almond 2 Power Plant (174 MW Simple-Cycle), Ceres, CA
o Walnut Creek Energy Park Project (500 MW Simple-Cycle), Industry, CA
• PG&E Training Center, Livermore CA. This project comprised creating a leak
detection training center for gas line workers. The project included an elaborate
piping system used to simulate a commercial or a residential event scenario; a large
rainwater containment system; and a helicopter landing pad.
• Lucky’s Regional Distribution center, San Leandro, CA. Project inspector for
410,000 square foot refrigerated and frozen food warehouse. The project comprised
inspection of structural, mechanical and electrical systems. This facility incorporated
use of an ammonia-based refrigeration system.
• Kaiser Medical Center, Livermore CA. As project inspector for this medical c linic,
inspected all phases of construction. Structure comprised a steel frame with
concrete tilt-up wall construction. The building included treatment rooms, waiting
areas, and clerical spaces, as well as a large generator and automatic transfer
switch.
• Form Factor, Livermore CA. Inspected the construction of a series of projects which
included office space, employee areas and complex clean room facilities.
Work History
TRB + Associates, Inc., 2011- Present, Supervising Building Inspector
City of Livermore, CA, 2001 - 2009, Building Inspector II
City of San Leandro, CA, 1990 - 2001, Senior Building Inspector
Education
Certificate of Completion
Building Inspection
Butte Community College
Oroville, CA
Certifications
Certified Building Official
Combination Building
Inspector
Plans Examiner
Building Inspector
Electrical Inspector
Plumbing Inspector
Mechanical Inspector
Green Point Rater
Certified Accessibility
Specialist (CASp)
Professional Affiliations
NECA East Bay Electrical
Code Committee
Past Chairman (3 years)
NECA East Bay Uniform
Code Committee
Past Member
CITY OF SAN LUIS OBISPO | BUILDING AND SAFETY, ENGINEERING AND FIRE REVIEW AND INSPECTION SERVICES Appendix 1-19
RESUMES
Monty Straub | Senior Building Inspector
Monty Straub possesses over 20 years of experience in the construction
and building & fire/life safety industry. For over 14 of those years, Monty
served as a Building Inspector for Contra Costa County. He has extensive
knowledge of the practical application and enforcement of adopted
construction codes, standards, and local ordinances in construction
inspection. Monty applies a customer service focus in carrying out his
building safety inspection responsibilities.
Monty’s professional inspection experience encompasses commercial, industrial, and
residential projects. His experience includes serving as a Delegate CBO inspector on two
power plant projects located in Contra Costa County. In that role, he provided daily
inspections to verify compliance with all applicable laws, ordinances and regulations, as
required by the California Energy Commission.
Select Project Inspection Experience
• City of Walnut Creek Staff Augmentation Assignment - Building Inspector
• Served as Delegate CBO Inspector on the following California Energy Power
Plant Projects located in Contra Costa County
o Gateway / Mirant Energy Center (530 MW, Combined-Cycle Facility)
o Delta Energy Center (880 MW, Combined-Cycle Facility)
• Provided code compliance inspection services at the Shell and Conoco/ Phillips
Oil Refineries located in Contra Costa County.
• Inspected numerous commercial buildings, e.g., AAA Building in Walnut Creek
• Avalon 5 story multifamily residential project near Pleasant Hill Bart
• Stratford Sr. Housing in Pleasant Hill, CA
• Seeno Tract Subdivisions, Pittsburg CA
• Blackhawk Plaza shopping center remodel and addition, Blackhawk CA
• Several Custom Homes, Blackhawk CA
Work Experience
TRB and Associates, Inc., Senior Building Inspector, 2012 - Present
Contra Costa County, Senior Building Inspector, 1997 - 2011
Straub Construction, Independent Contractor, 1984 - 1996
Education
Certificate of Achievement,
Construction and Building
Inspection, Diablo Valley
College, CA
Certifications
ICC Certified Building
Inspector
ICC Certified
Mechanical Inspector
ICC Certified Plumbing
Inspector
ICC Certified Electrical
Inspector
ICC Certified
Combination Inspector
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.
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.
TABLE OF CONTENTS
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
-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
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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.
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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
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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.
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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
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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.
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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.
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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.
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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.
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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 CAPITAL LETTERS], 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.
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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.
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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
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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
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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.
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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 re quest
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 Pro ject Manager
immediately. If the Project Manager and Consultant both agree that the work is outside of the project
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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 re sult
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
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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.
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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
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Contact Phone
Signature of Authorized Representative
Date
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.
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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.
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• 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
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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.
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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
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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
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Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
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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
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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
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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.
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
EXHIBIT B
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
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.
(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
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.