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FROM:
CITY OF
NEWPORT BEACH
City Council Staff Report
September 26, 2023
Agenda Item No. 7
HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
Seimone Jurjis, Assistant City Manager/Community Development
Director — (949) 644-3282, sjurjis@newportbeachca.gov
PREPARED BY: Tonee Thai, Deputy Community Development Director / Chief
Building Official
PHONE: 949-718-1867, tthai@newportbeachca.gov
Amendments to Professional Services Agreements for JLee
TITLE: Engineering, Inc., Bureau Veritas North America, Inc., and CSG
Consultants, Inc. for Building Safety Related Services
ABSTRACT:
The strong development activity occurring in Newport Beach is evidenced by over 2,600
active projects currently under construction with a combined construction value of
$1.5 billion. The corresponding workload necessitates consultant services to augment the
work of Community Development Department (CDD) staff. Using consultant services
allows CDD to adjust to increased workloads and assist when staff vacancies occur in
civil engineering plan check or building inspection. For the City Council's consideration
are amendments to existing contracts with the following consulting firms: JLee
Engineering Inc., Bureau Veritas North America, Inc., and CSG Consultants.
RECOMMENDATIONS:
a) Determine this action is exempt from the California Environmental Quality Act (CEQA)
pursuant to Sections 15060(c)(2) and 15060(c)(3) of the CEQA Guidelines because
this action will not result in a physical change to the environment, directly or indirectly;
b) Approve and authorize the Mayor and City Clerk to execute Amendment No. One to
Professional Services Agreement with JLee Engineering, Inc., to increase the contract
amount by $250,000, not -to -exceed amount of $610,000;
c) Approve and authorize the Mayor and City Clerk to execute Amendment No. Three to
Professional Services Agreement with Bureau Veritas North America, Inc., to increase
the contract amount by $150,000, not -to -exceed amount of $270,000; and
d) Approve and authorize the Mayor and City Clerk to execute Amendment No. Three to
Professional Services Agreement with CSG Consultant, to increase the contract
amount by $250,000, not -to -exceed amount of $370,000;
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Amendments to Professional Services Agreements for JLee Engineering, Inc.,
Bureau Veritas North America, Inc., and CSG Consultants, Inc.
for Building Safety Related Services
September 26, 2023
Page 2
DISCUSSION:
CDD partners with third -party consulting firms to provide on -call plan review services and
staffing augmentation. Plan reviews are categorized into three types: mechanical -
electrical -plumbing, structural, and building -fire -life safety. Staff augmentation includes
the provision of contract personnel for plan review, building inspection, and counter permit
technician roles.
CDD conducted a Request for Proposals (RFP) process in 2022 to secure Building and
Fire Prevention services. After a thorough review process, the City of Newport Beach
(City) entered into a three-year professional services agreement (PSA) with the consulting
firms: JLee Engineering Inc., Bureau Veritas North America, Inc., and CSG Consultants.
The not -to -exceed terms of the PSAs differed depending on how the consultant scored
during the RFP review process.
Staff is recommending amendments to the PSAs to continue assisting applicants with
building code plan check services, primarily due to two vacant civil engineering positions
within the City. One of the vacant civil engineering positions will be filled in October, but
training of the new employee will be required before that individual is working to full
capacity. Additionally, contract building inspection and permit technician staffing are
needed to assist with temporary vacancies in the department. The consultants will play a
pivotal role in upholding our commitment to delivering a high level of customer service
and ensuring timely turnaround times. Furthermore, staff augmentation will help with
building inspections and front counter permit technician services.
Staffing challenges have surfaced not only for CDD, but also for the consultants the
department uses. Recognizing that a single consultant cannot meet all the service and
staffing needs, CDD will leverage a combination of the consulting firms to fulfill the
necessary services. This approach will ensure that CDD continues to provide effective
support to its applicants.
JLee Engineering Inc
This is the first requested amendment for JLee Engineering, for an additional $250,000.
The original contract amount for $360,000 was issued on June 28, 2022, with an
expiration date of June 30, 2025. Since the time the contract was issued, CDD had
vacancies in the plan check civil engineering section and needed services from the
consultants to keep up with demand. Therefore, CDD used the consultant more than
originally planned. The revised not -to -exceed amount is $610,000 over the remaining
term of the contract.
Bureau Veritas North America
If approved, this would be the third amendment for Bureau Veritas North America, for an
additional $150,000. The original contract was entered into on July 15, 2022, for $45,000
with an expiration date of July 14, 2025.
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Amendments to Professional Services Agreements for JLee Engineering, Inc.,
Bureau Veritas North America, Inc., and CSG Consultants, Inc.
for Building Safety Related Services
September 26, 2023
Page 3
On October 19, 2022 Amendment No. One was entered into for an additional $30,000.
On February 2, 2023 Amendment No. Two was entered into for an additional $45,000,
raising the not -to -exceed contract amount to $120,000. Staff is requesting a third
amendment to use the consultant for both plan check services and on -call building
inspection services. The revised not -to -exceed amount is $270,000 over the remaining
term of the contract.
CSG Consultants
This is the third amendment for CSG Consultants for an additional $250,000. The original
contract was entered into on July 15, 2022 for $30,000 with an expiration date of
July 14, 2025. Since the time the contract was issued, CDD needed the services of a
contract building inspector. On October 7, 2022 Amendment No. One was entered into
for an additional $45,000. On February 2, 2023 Amendment No. Two was entered into
for an additional $45,000 raising the not -to -exceed to $120,000. Staff is requesting a third
amendment to use the consultant for both plan check and on -call building inspection
services. The revised not -to -exceed amount is $370,000 over the remaining term of the
contract.
FISCAL IMPACT:
No additional General Funds are being requested for this agenda item. The total cost for
all three amendments is $650,000 over the remaining term of the contracts. The adopted
budget includes sufficient funding for the remainder of the fiscal year. Additional
professional service funds will be requested during the next budget process. The costs
will be expensed to the professional services account number - 0105042-811008.
ENVIRONMENTAL REVIEW:
Staff recommends the City Council find this action is not subject to the California
Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) (the activity will not
result in a direct or reasonably foreseeable indirect physical change in the environment)
and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA
Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no
potential for resulting in physical change to the environment, directly or indirectly.
NOTICING:
The agenda item has been noticed according to the Brown Act (72 hours in advance of
the meeting at which the City Council considers the item).
ATTACHMENTS:
Attachment A — Amendment No. One with JLee Engineering, Inc.
Attachment B — Amendment No. Three with Bureau Veritas North America, Inc.
Attachment C —Amendment No. Three with CSG Consultant, Inc.
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Attachment A
Professional Services Agreement Amendment with JLee Engineering, Inc.
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AMENDMENT NO. ONE TO
PROFESSIONAL SERVICES AGREEMENT
WITH J. LEE ENGINEERING, INC. FOR
STAFF AUGMENTATION AND PLAN REVIEW SERVICES
THIS AMENDMENT NO. ONE TO PROFESSIONAL SERVICES AGREEMENT
("Amendment No. One") is made and entered into as of this 26TH day of September,
2023 ("Effective Date"), by and between the CITY OF NEWPORT BEACH, a California
municipal corporation and charter city ("City"), and J. LEE ENGINEERING, INC., a
California corporation ("Consultant"), whose address is 430 South Garfield Avenue, Suite
301, Alhambra, CA 91801, and is made with reference to the following:
RECITALS
A. On June 28, 2022, City and Consultant entered into a Professional Services
Agreement ("Agreement") for staff augmentation and plan review services
("Project").
B. The parties desire to enter into this Amendment No. One to increase the total
compensation due to an increase in the volume of work.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
COMPENSATION TO CONSULTANT
Section 4.1 of the Agreement is amended in its entirety and replaced with the
following: "City shall pay Consultant for the Services on a time and expense not -to -
exceed basis in accordance with the provisions of this Section and the Schedule of Billing
Rates attached hereto as Exhibit B and incorporated herein by reference. Consultant's
compensation for all Work performed in accordance with this Agreement, including all
reimbursable items and subconsultant fees, shall not exceed Six Hundred Ten
Thousand Dollars and 00/100 ($610,000.00), without prior written authorization from
City. No billing rate changes shall be made during the term of this Agreement without the
prior written approval of City."
The total amended compensation reflects Consultant's additional compensation
for additional Services to be performed in accordance with this Amendment No. One,
including all reimbursable items and subconsultant fees, in an amount not to exceed Two
Hundred and Fifty Thousand Dollars and 00/100 ($250,000.00).
2. INTEGRATED CONTRACT
Except as expressly modified herein, all other provisions, terms, and covenants
set forth in the Agreement shall remain unchanged and shall be in full force and effect.
[SIGNATURES ON NEXT PAGE]
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IN WITNESS WHEREOF, the parties have caused this Amendment No. One to be
executed on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: 4Z Z3
By:
Aliron C. Harp
City Attorney
ATTEST:
Date:
By:
Leilani I. Brown
City Cleric
CITY OF NEWPORT BEACH,
a California municipal corporation
Date:
By:
Noah Blom
Mayor
CONSULTANT: J. LEE ENGINEERING,
INC., a California corporation
Date:
By:
Jaeyol Lee
Chief Executive Officer/Chief Financial
Officer
Date-
By -
Jessica Lee
Secretary
[END OF SIGNATURES]
J. Lee Engineering, Inc. Page 2
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100 Civic Center Drive
Newport Beach, California 92660
949 644-3005 1 949 644-3039 FAX
newportbeachca.gov/cityclerl<
'7'9FORrr.,
July 13, 2022
J Lee Engineering, Inc.
Attn: Jaeyol Lee
430 South Garfield Avenue, Suite 301
Alhambra, CA 91801
Re: City Contract No. C-8507-7
Dear Jaeyol Lee:
Enclosed please find your executed copy of the Professional Services Agreement for Staff
Augmentation and Plan Review Services.
If you have any questions or need additional information, please contact Administrative
Analyst Brittany Ramirez at (949) 644-3232.
Sincerely,
Leilani I. Brown, MMC
City Clerk
Enclosures
cc: Brittany Ramirez, Community Development (via email)
PROFESSIONAL SERVICES AGREEMENT
WITH J. LEE ENGINEERING, INC. FOR
STAFF AUGMENTATION AND PLAN REVIEW SERVICES
THIS PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and
entered into as of this 28th day of June, 2022 ("Effective Date"), by and between the
CITY OF NEWPORT BEACH, a California municipal corporation and charter city
("City"), and J. LEE ENGINEERING, INC., a California corporation ("Consultant"),
whose address is 430 South Garfield Avenue, Suite 301, Alhambra, California 91801,
and is made with reference to the following:
RECITALS
A. City is a municipal corporation duly organized and validly existing under the laws
of the State of California with the power to carry on its business as it is now being
conducted under the statutes of the State of California and the Charter of City.
B. City desires to engage Consultant to provide staff augmentation and plan review
services ("Project").
C. Consultant possesses the skill, experience, ability, background, certification and
knowledge to provide the professional services described in this Agreement.
D. City has solicited and received a proposal from Consultant, has reviewed the
previous experience and evaluated the expertise of Consultant, and desires to
retain Consultant to render professional services under the terms and conditions
set forth in this Agreement.
NOW, THEREFORE, it is mutually agreed by and between the undersigned
parties as follows:
1. TERM
The term of this Agreement shall commence on the Effective Date, and shall
terminate on June 30, 2025, unless terminated earlier as set forth herein.
2. SERVICES TO BE PERFORMED
Consultant shall diligently perform all the services described in the Scope of
Services attached hereto as Exhibit A and incorporated herein by reference ("Services"
or "Work"). City may elect to delete certain Services within the Scope of Services at its
sole discretion.
3. TIME OF PERFORMANCE
3.1 Time is of the essence in the performance of Services under this
Agreement and Consultant shall perform the Services in accordance with the schedule
included in Exhibit A. In the absence of a specific schedule, the Services shall be
performed to completion in a diligent and timely manner. The failure by Consultant to
strictly adhere to the schedule set forth in Exhibit A, if any, or perform the Services in a
diligent and timely manner may result in termination of this Agreement by City.
3.2 Notwithstanding the foregoing, Consultant shall not be responsible for
delays due to causes beyond Consultant's reasonable control. However, in the case of
any such delay in the Services to be provided for the Project, each party hereby agrees
to provide notice within two (2) calendar days of the occurrence causing the delay to the
other party so that all delays can be addressed.
3.3 Consultant shall submit all requests for extensions of time for performance
in writing to the Project Administrator as defined herein not later than ten (10) calendar
days after the start of the condition that purportedly causes a delay. The Project
Administrator shall review all such requests and may grant reasonable time extensions
for unforeseeable delays that are beyond Consultant's control.
3.4 For all time periods not specifically set forth herein, Consultant shall
respond in the most expedient and appropriate manner under the circumstances, by
hand -delivery or mail.
4. COMPENSATION TO CONSULTANT
4.1 City shall pay Consultant for the Services on a time and expense not -to -
exceed basis in accordance with the provisions of this Section and the Schedule of
Billing Rates attached hereto as Exhibit B and incorporated herein by reference.
Consultant's compensation for all Work performed in accordance with this Agreement,
including all reimbursable items and subconsultant fees, shall not exceed Three
Hundred Sixty Thousand Dollars and 00/100 ($360,000.00), without prior written
authorization from City. No billing rate changes shall be made during the term of this
Agreement without the prior written approval of City.
4.2 Consultant shall submit monthly invoices to City describing the Work
performed the preceding month. Consultant's bills shall include the name of the person
who performed the Work, a brief description of the Services performed and/or the
specific task in the Scope of Services to which it relates, the date the Services were
performed, the number of hours spent on all Work billed on an hourly basis, and a
description of any reimbursable expenditures. City shall pay Consultant no later than
thirty (30) calendar days after approval of the monthly invoice by City staff.
4.3 City shall reimburse Consultant only for those costs or expenses
specifically identified in Exhibit B to this Agreement or specifically approved in writing in
advance by City.
4.4 Consultant shall not receive any compensation for Extra Work performed
without the prior written authorization of City. As used herein, "Extra Work" means any
Work that is determined by City to be necessary for the proper completion of the
Project, but which is not included within the Scope of Services and which the parties did
not reasonably anticipate would be necessary at the execution of this Agreement.
J. Lee Engineering, Inc. Page 2
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Compensation for any authorized Extra Work shall be paid in accordance with the
Schedule of Billing Rates as set forth in Exhibit B.
5. PROJECT MANAGER
5.1 Consultant shall designate a Project Manager, who shall coordinate all
phases of the Project. This Project Manager shall be available to City at all reasonable
times during the Agreement term. Consultant has designated Jaeyol Lee to be its
Project Manager. Consultant shall not remove or reassign the Project Manager or any
personnel listed in Exhibit A or assign any new or replacement personnel to the Project
without the prior written consent of City. City's approval shall not be unreasonably
withheld with respect to the removal or assignment of non -key personnel.
5.2 Consultant, at the sole discretion of City, shall remove from the Project
any of its personnel assigned to the performance of Services upon written request of
City. Consultant warrants that it will continuously furnish the necessary personnel to
complete the Project on a timely basis as contemplated by this Agreement.
5.3 If Consultant is performing inspection services for City, the Project
Manager and any other assigned staff shall be equipped with a cellular phone to
communicate with City staff. The Project Manager's cellular phone number shall be
provided to City.
6. ADMINISTRATION
This Agreement will be administered by the Community Development
Department. City's Deputy Community Development Director/Chief Building Official or
designee shall be the Project Administrator and shall have the authority to act for City
under this Agreement. The Project Administrator shall represent City in all matters
pertaining to the Services to be rendered pursuant to this Agreement.
7. CITY'S RESPONSIBILITIES
To assist Consultant in the execution of its responsibilities under this Agreement,
City agrees to provide access to and upon request of Consultant, one copy of all
existing relevant information on file at City. City will provide all such materials in a
timely manner so as not to cause delays in Consultant's Work schedule.
8. STANDARD OF CARE
8.1 All of the Services shall be performed by Consultant or under Consultant's
supervision. Consultant represents that it possesses the professional and technical
personnel required to perform the Services required by this Agreement, and that it will
perform all Services in a manner commensurate with community professional standards
and with the ordinary degree of skill and care that would be used by other reasonably
competent practitioners of the same discipline under similar circumstances. All
Services shall be performed by qualified and experienced personnel who are not
employed by City. By delivery of completed Work, Consultant certifies that the Work
J. Lee Engineering, Inc. Page 3
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conforms to the requirements of this Agreement, all applicable federal, state and local
laws, and legally recognized professional standards.
8.2 Consultant represents and warrants to City that it has, shall obtain, and
shall keep in full force and effect during the term hereof, at its sole cost and expense, all
licenses, permits, qualifications, insurance and approvals of whatsoever nature that is
legally required of Consultant to practice its profession. Consultant shall maintain a City
of Newport Beach business license during the term of this Agreement.
8.3 Consultant shall not be responsible for delay, nor shall Consultant be
responsible for damages or be in default or deemed to be in default by reason of strikes,
lockouts, accidents, acts of God, or the failure of City to furnish timely information or to
approve or disapprove Consultant's Work promptly, or delay or faulty performance by
City, contractors, or governmental agencies.
9. HOLD HARMLESS
9.1 To the fullest extent permitted by law, Consultant shall indemnify, defend
and hold harmless City, its City Council, boards and commissions, officers, agents,
volunteers, employees and any person or entity owning or otherwise in legal control of
the property upon which Consultant performs the Project and/or Services contemplated
by this Agreement (collectively, the "Indemnified Parties"), from and against any and all
claims (including, without limitation, claims for bodily injury, death or damage to
property), demands, obligations, damages, actions, causes of action, suits, losses,
judgments, fines, penalties, liabilities, costs and expenses (including, without limitation,
attorneys' fees, disbursements and court costs) of every kind and nature whatsoever
(individually, a Claim; collectively, "Claims"), and which relate (directly or indirectly) to
the negligence, recklessness, or willful misconduct of the Consultant or its principals,
officers, agents, employees, vendors, suppliers, subconsultants, subcontractors,
anyone employed directly or indirectly by any of them or for whose acts they may be
liable, or any or all of them, and/or if it is subsequently determined that an employee of
Consultant is not an independent contractor.
9.2 Notwithstanding the foregoing, nothing herein shall be construed to
require Consultant to indemnify the Indemnified Parties from any Claim arising from the
sole negligence, active negligence or willful misconduct of the Indemnified Parties.
Nothing in this indemnity shall be construed as authorizing any award of attorneys' fees
in any action on or to enforce the terms of this Agreement. This indemnity shall apply to
all claims and liability regardless of whether any insurance policies are applicable. The
policy limits do not act as a limitation upon the amount of indemnification to be provided
by the Consultant.
J. Lee Engineering, Inc. Page 4
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10. INDEPENDENT CONTRACTOR
10.1 It is understood that City retains Consultant on an independent contractor
basis and Consultant is not an agent or employee of City. The manner and means of
conducting the Work are under the control of Consultant, except to the extent they are
limited by statute, rule or regulation and the expressed terms of this Agreement. No
civil service status or other right of employment shall accrue to Consultant or its
employees. Nothing in this Agreement shall be deemed to constitute approval for
Consultant or any of Consultant's employees or agents, to be the agents or employees
of City. Consultant shall have the responsibility for and control over the means of
performing the Work, provided that Consultant is in compliance with the terms of this
Agreement. Anything in this Agreement that may appear to give City the right to direct
Consultant as to the details of the performance of the Work or to exercise a measure of
control over Consultant shall mean only that Consultant shall follow the desires of City
with respect to the results of the Services.
10.2 Consultant agrees and acknowledges that no individual performing
Services or Work pursuant to this Agreement shall: work full-time for more than six (6)
months; work regular part-time service of at least an average of twenty (20) hours per
week for one year or longer; work nine hundred sixty (960) hours in any fiscal year; or
already be a CalPERS member.
10.3 Consultant must submit to and pass a criminal background investigation
by providing a complete set of fingerprints to City prior to commencing or performing
Services or Work. Consultant is required to submit any fees for the criminal background
investigation according to the City's most current administrative fee schedule or
successor document. Fingerprints may be required to be updated every five (5) years.
11. COOPERATION
Consultant agrees to work closely and cooperate fully with City's designated
Project Administrator and any other agencies that may have jurisdiction or interest in the
Work to be performed. City agrees to cooperate with the Consultant on the Project.
12. CITY POLICY
Consultant shall discuss and review all matters relating to policy and Project
direction with City's Project Administrator in advance of all critical decision points in
order to ensure the Project proceeds in a manner consistent with City goals and
policies.
13. PROGRESS
Consultant is responsible for keeping the Project Administrator informed on a
regular basis regarding the status and progress of the Project, activities performed and
planned, and any meetings that have been scheduled or are desired.
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14. INSURANCE
Without limiting Consultant's indemnification of City, and prior to commencement
of Work, Consultant shall obtain, provide and maintain at its own expense during the
term of this Agreement or for other periods as specified in this Agreement, policies of
insurance of the type, amounts, terms and conditions described in the Insurance
Requirements attached hereto as Exhibit C, and incorporated herein by reference.
15. PROHIBITION AGAINST ASSIGNMENTS AND TRANSFERS
Except as specifically authorized under this Agreement, the Services to be
provided under this Agreement shall not be assigned, transferred contracted or
subcontracted out without the prior written approval of City. Any of the following shall
be construed as an assignment: The sale, assignment, transfer or other disposition of
any of the issued and outstanding capital stock of Consultant, or of the interest of any
general partner or joint venturer or syndicate member or cotenant if Consultant is a
partnership or joint -venture or syndicate or co -tenancy, which shall result in changing
the control of Consultant. Control means fifty percent (50%) or more of the voting
power or twenty-five percent (25%) or more of the assets of the corporation, partnership
or joint -venture.
16. SUBCONTRACTING
The subcontractors authorized by City, if any, to perform Work on this Project are
identified in Exhibit A. Consultant shall be fully responsible to City for all acts and
omissions of any subcontractor. Nothing in this Agreement shall create any contractual
relationship between City and any subcontractor nor shall it create any obligation on the
part of City to pay or to see to the payment of any monies due to any such
subcontractor other than as otherwise required by law. City is an intended beneficiary
of any Work performed by the subcontractor for purposes of establishing a duty of care
between the subcontractor and City. Except as specifically authorized herein, the
Services to be provided under this Agreement shall not be otherwise assigned,
transferred, contracted or subcontracted out without the prior written approval of City.
17. OWNERSHIP OF DOCUMENTS
17.1 Each and every report, draft, map, record, plan, document and other
writing produced, including but not limited to, websites, blogs, social media accounts
and applications (hereinafter "Documents"), prepared or caused to be prepared by
Consultant, its officers, employees, agents and subcontractors, in the course of
implementing this Agreement, shall become the exclusive property of City, and City
shall have the sole right to use such materials in its discretion without further
compensation to Consultant or any other party. Additionally, all material posted in
cyberspace by Consultant, its officers, employees, agents and subcontractors, in the
course of implementing this Agreement, shall become the exclusive property of City,
and City shall have the sole right to use such materials in its discretion without further
compensation to Consultant or any other party. Consultant shall, at Consultant's
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expense, provide such Documents, including all logins and password information to City
upon prior written request.
17.2 Documents, including drawings and specifications, prepared by
Consultant pursuant to this Agreement are not intended or represented to be suitable
for reuse by City or others on any other project. Any use of completed Documents for
other projects and any use of incomplete Documents without specific written
authorization from Consultant will be at City's sole risk and without liability to
Consultant. Further, any and all liability arising out of changes made to Consultant's
deliverables under this Agreement by City or persons other than Consultant is waived
against Consultant, and City assumes full responsibility for such changes unless City
has given Consultant prior notice and has received from Consultant written consent for
such changes.
17.3 All written documents shall be transmitted to City in formats compatible
with Microsoft Office and/or viewable with Adobe Acrobat.
18. CONFIDENTIALITY
All Documents, including drafts, preliminary drawings or plans, notes and
communications that result from the Services in this Agreement, shall be kept
confidential unless City expressly authorizes in writing the release of information.
19. INTELLECTUAL PROPERTY INDEMNITY
Consultant shall defend and indemnify City, its agents, officers, representatives
and employees against any and all liability, including costs, for infringement or alleged
infringement of any United States' letters patent, trademark, or copyright, including
costs, contained in Consultant's Documents provided under this Agreement.
20. RECORDS
Consultant shall keep records and invoices in connection with the Services to be
performed under this Agreement. Consultant shall maintain complete and accurate
records with respect to the costs incurred under this Agreement and any Services,
expenditures and disbursements charged to City, for a minimum period of three (3)
years, or for any longer period required by law, from the date of final payment to
Consultant under this Agreement. All such records and invoices shall be clearly
identifiable. Consultant shall allow a representative of City to examine, audit and make
transcripts or copies of such records and invoices during regular business hours.
Consultant shall allow inspection of all Work, data, Documents, proceedings and
activities related to the Agreement for a period of three (3) years from the date of final
payment to Consultant under this Agreement.
21. WITHHOLDINGS
City may withhold payment to Consultant of any disputed sums until satisfaction
of the dispute with respect to such payment. Such withholding shall not be deemed to
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constitute a failure to pay according to the terms of this Agreement. Consultant shall
not discontinue Work as a result of such withholding. Consultant shall have an
immediate right to appeal to the City Manager or designee with respect to such disputed
sums. Consultant shall be entitled to receive interest on any withheld sums at the rate
of return that City earned on its investments during the time period, from the date of
withholding of any amounts found to have been improperly withheld.
22. ERRORS AND OMISSIONS
In the event of errors or omissions that are due to the negligence or professional
inexperience of Consultant which result in expense to City greater than what would
have resulted if there were not errors or omissions in the Work accomplished by
Consultant, the additional design, construction and/or restoration expense shall be
borne by Consultant. Nothing in this Section is intended to limit City's rights under the
law or any other sections of this Agreement.
23. CITY'S RIGHT TO EMPLOY OTHER CONSULTANTS
City reserves the right to employ other Consultants in connection with the
Project.
24. CONFLICTS OF INTEREST
24.1 Consultant or its employees may be subject to the provisions of the
California Political Reform Act of 1974 (the "Act") and/or Government Code §§ 1090 et
seq., which (1) require such persons to disclose any financial interest that may
foreseeably be materially affected by the Work performed under this Agreement, and (2)
prohibit such persons from making, or participating in making, decisions that will
foreseeably financially affect such interest.
24.2 If subject to the Act and/or Government Code §§ 1090 et seq., Consultant
shall conform to all requirements therein. Failure to do so constitutes a material breach
and is grounds for immediate termination of this Agreement by City. Consultant shall
indemnify and hold harmless City for any and all claims for damages resulting from
Consultant's violation of this Section.
25. NOTICES
25.1 All notices, demands, requests or approvals, including any change in
mailing address, to be given under the terms of this Agreement shall be given in writing,
and conclusively shall be deemed served when delivered personally, or on the third
business day after the deposit thereof in the United States mail, postage prepaid, first-
class mail, addressed as hereinafter provided.
25.2 All notices, demands, requests or approvals from Consultant to City shall
be addressed to City at:
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Attn: Deputy Community Development Director/Chief Building
Official
Community Development Department
City of Newport Beach
100 Civic Center Drive
PO Box 1768
Newport Beach, CA 92658
25.3 All notices, demands, requests or approvals from City to Consultant shall
be addressed to Consultant at:
Attn: Jaeyol Lee
J. Lee Engineering, Inc.
430 S. Garfield Avenue, Suite 301
Alhambra, CA 91801
26. CLAIMS
Unless a shorter time is specified elsewhere in this Agreement, before making its
final request for payment under this Agreement, Consultant shall submit to City, in
writing, all claims for compensation under or arising out of this Agreement. Consultant's
acceptance of the final payment shall constitute a waiver of all claims for compensation
under or arising out of this Agreement except those previously made in writing and
identified by Consultant in writing as unsettled at the time of its final request for
payment. Consultant and City expressly agree that in addition to any claims filing
requirements set forth in the Agreement, Consultant shall be required to file any claim
Consultant may have against City in strict conformance with the Government Claims Act
(Government Code sections 900 et seq.).
27. TERMINATION
27.1 In the event that either party fails or refuses to perform any of the
provisions of this Agreement at the time and in the manner required, that party shall be
deemed in default in the performance of this Agreement. If such default is not cured
within a period of two (2) calendar days, or if more than two (2) calendar days are
reasonably required to cure the default and the defaulting party fails to give adequate
assurance of due performance within two (2) calendar days after receipt of written
notice of default, specifying the nature of such default and the steps necessary to cure
such default, and thereafter diligently take steps to cure the default, the non -defaulting
party may terminate the Agreement forthwith by giving to the defaulting party written
notice thereof.
27.2 Notwithstanding the above provisions, City shall have the right, at its sole
and absolute discretion and without cause, of terminating this Agreement at any time by
giving no less than seven (7) calendar days' prior written notice to Consultant. In the
event of termination under this Section, City shall pay Consultant for Services
satisfactorily performed and costs incurred up to the effective date of termination for
J. Lee Engineering, Inc. Page 9
7-16
which Consultant has not been previously paid. On the effective date of termination,
Consultant shall deliver to City all reports, Documents and other information developed
or accumulated in the performance of this Agreement, whether in draft or final form.
28. STANDARD PROVISIONS
28.1 Recitals. City and Consultant acknowledge that the above Recitals are
true and correct and are hereby incorporated by reference into this Agreement.
28.2 Compliance with all Laws. Consultant shall, at its own cost and expense,
comply with all statutes, ordinances, regulations and requirements of all governmental
entities, including federal, state, county or municipal, whether now in force or hereinafter
enacted. In addition, all Work prepared by Consultant shall conform to applicable City,
county, state and federal laws, rules, regulations and permit requirements and be
subject to approval of the Project Administrator and City.
28.3 Waiver. A waiver by either party of any breach, of any term, covenant or
condition contained herein shall not be deemed to be a waiver of any subsequent
breach of the same or any other term, covenant or condition contained herein, whether
of the same or a different character.
28.4 Integrated Contract. This Agreement represents the full and complete
understanding of every kind or nature whatsoever between the parties hereto, and all
preliminary negotiations and agreements of whatsoever kind or nature are merged
herein. No verbal agreement or implied covenant shall be held to vary the provisions
herein.
28.5 Conflicts or Inconsistencies. In the event there are any conflicts or
inconsistencies between this Agreement and the Scope of Services or any other
attachments attached hereto, the terms of this Agreement shall govern.
28.6 Interpretation. The terms of this Agreement shall be construed in
accordance with the meaning of the language used and shall not be construed for or
against either party by reason of the authorship of the Agreement or any other rule of
construction which might otherwise apply.
28.7 Amendments. This Agreement may be modified or amended only by a
written document executed by both Consultant and City and approved as to form by the
City Attorney.
28.8 Severability. If any term or portion of this Agreement is held to be invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions of this Agreement shall continue in full force and effect.
28.9 Controlling Law and Venue. The laws of the State of California shall
govern this Agreement and all matters relating to it and any action brought relating to
this Agreement shall be adjudicated in a court of competent jurisdiction in the County of
Orange, State of California.
J. Lee Engineering, Inc. Page 10
7-17
28.10 Equal Opportunity Employment. Consultant represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, employee
or applicant for employment because race, religious creed, color, national origin,
ancestry, physical handicap, medical condition, marital status, sex, sexual orientation,
age or any other impermissible basis under law.
28.11 No Attorneys' Fees. In the event of any dispute or legal action arising
under this Agreement, the prevailing party shall not be entitled to attorneys' fees.
28.12 Counterparts. This Agreement may be executed in two (2) or more
counterparts, each of which shall be deemed an original and all of which together shall
constitute one (1) and the same instrument.
[SIGNATURES ON NEXT PAGE]
J. Lee Engineering, Inc. Page 11
7-18
IN WITNESS WHEREOF, the parties have caused this Agreement to be
executed on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: ( W 9.2
By: Ad-itar)o
C. Harp
City Attorney
CITY OF NEWPORT BEACH,
a California municipal corporation
Date: 11;7
Kevin Mu
Mayor
ATTEST: rJ� CONSULTANT: J. Lee Engineering, Inc.,
Date: `�, J�J• f �/22- a California rp ration
Date: /
By: By:
Leilani I. Brown Jae. ee �
City Clerk Chi f xecutive Officer / Chief'Financial
-d,frl�
r®,
[END OF SIGNATURES]
Attachments: Exhibit A — Scope of Services
Exhibit B — Schedule of Billing Rates
Exhibit C — Insurance Requirements
J. Lee Engineering, Inc. Page 12
7-19
EXHIBIT A
SCOPE OF SERVICES
1. BUILDING PLAN REVIEW SERVICES
Consultant shall provide building plan review services to assist the City's Building
Division with timely and accurate plan check services for the following scope of plan
check. Consultant shall provide consultants on staff. Consultant shall.-
- Review residential, commercial and industrial buildings for compliance with the
City -adopted codes, including California Building and Residential Codes, Green
Code, Mechanical Code, Plumbing Code, and Electrical Code; The City of
Newport Beach Municipal Code; and State Energy Conservation requirements.
• Provide one (1) Fire Plans Examiner to review fire code plans for residential,
commercial and industrial projects, working off -site and attending meetings, as
directed by the Fire Marshal.
• Provide written notification to each applicant, consisting of a complete
electronically -generated plan check letter, which outlines the documents
reviewed, instructions to the applicant regarding the processing of documents,
and a listing of plan check comments. The plan check comments will refer to
appropriate sheets, details or calculations pages and the code section of
concern. Comments shall specify the apparent code violation.
• Be available, during regular business hours, to discuss and clarify plan check
issues with applicants, designers, owners and consultants. Resolution of code
issues may be performed by telephone, or meetings, prior to resubmitting
corrected plans and documents.
• Attend all required meetings as directed by the Chief Building Official.
• Review soils report, for compliance with CBC, for the proposed scope of work.
• Review grading plans to assure conformance with City codes, written policies
and standard specifications and compliance with the recommendations,
specifications and details contained in the submitted soils report and assure that
all appropriate details are shown on the plans. Review quantity calculations to
assure accuracy and completeness.
• Review surveys, in accordance with City Policy.
• Review Erosion Control Plans to verify erosion and sedimentation measures
comply with the Best Management Practices per City standards.
J. Lee Engineering, Inc. Page A-1 7-20
Turn -Around Schedule:
Consultant shall complete each plan check, when not conducted in City Hall,
within the time specified below:
• First Check: Ten (10) working days from submittal by applicant
• Subsequent Checks: Five (5) working days
Qualifications:
- Experience: Four years of experience checking building plans
• Training: Bachelor's degree from an accredited college or university with major
coursework in civil engineering, structural engineering, or architecture.
• License/Certificate: Possession of a valid California driver's license. Possession
of State of California registration as a professional engineer or architect.
Possession of an ICC "Building Plans Examiner" certificate. Possession of an
ICC "Fire Plans Examiner" certificate for reviewing Fire code -based plans.
• Additional Requirement: Members of the consultant team performing Building
Plan Review services on -site, must successfully complete a thorough
background review, including being fingerprinted by Newport Beach Police
Department.
• Supervision Received and Exercised: Consultant will receive direction from the
Chief Building Official or his or her designee.
• Hours of Work: Consultants assisting with Building Plan Review services shall
be available during regular business hours.
2. BUILDING INSPECTION SERVICES:
Consultant shall provide building inspection services to assist City staff with
timely and accurate inspection services for the following scope of inspections.
Consultant's personnel shall be required to report on -site at City Hall, as directed, and
perform field inspections as assigned.
• Provide up to two qualified building inspectors. The City needs up to eighty (80)
hours of Contract Inspection Services per week.
• Provide inspections of all requested inspections and re -inspections for
compliance with City of Newport Beach Municipal Code and State codes and
regulations: California Building Code, Residential Code, Plumbing Code,
Mechanical Code, Electrical Code, Fire Code, Energy Code, Green Building
J. Lee Engineering, Inc. Page A-2 7-21
Standards Code, Disabled Access Regulations, and Title 25; Mobile Home Parks
regulations; State Water Resource Control Board regulations related to storm
water pollution prevention; Sound Transmission Control regulations; and, locally
adopted building ordinances and amendments thereof.
• Consultant's personnel shall not be substituted without approval from the Chief
Building Official.
• Maintain all inspection records for all assigned projects, including correction
notices and all documentation related to project inspections.
• Coordinate all inspection and re -inspection requests as assigned.
• Coordinate with the Principal Building Inspector, as appropriate, on
discretionary decisions or requests for alternate materials.
• Coordinate with the Principal Building Inspector on all Certificate of Occupancy
to be sure that all applicable City regulatory agencies have approved the project.
Qualifications:
• Experience: Must have demonstrated work experience performing residential
and commercial inspections on a variety of construction projects. Must have
excellent customer service skills.
• Training: Equivalent to completion of the twelfth grade.
• License/Certificate: Possession of ICC certification as Combination Building
Inspector. Possession of an appropriate valid California driver's license.
• Additional Requirement: On -site members of the consultant team performing
Building Inspection services must successfully complete a thorough background
review, including being fingerprinted by Newport Beach Police Department.
• Supervision Received and Exercised: Contractor receives general supervision
from the Principal Building Inspector.
• Hours of Work: On -site consultants assisting with Building Inspection services
shall be available during regular business hours.
3. BUILDING PERMIT TECHNICIAN SERVICES:
Consultant shall provide services to assist City staff with timely and accurate
permit technician services for the following scope of permit technician services.
Consultant's personnel shall be required to report on -site at City Hall as directed and
perform permit technician work as assigned.
J. Lee Engineering, Inc. Page A-3 7-22
• Provide one qualified permit technician. The City needs a full or part time
Contract Permit Technician Services.
• Consultant's personnel shall not be substituted without approval from the Chief
Building Official.
• Provide support and technical assistance at the public counter, over the
telephone and via email, provide general information and assistance to the public
regarding requirements for obtaining permits, zone clearances, and business
license;
• Assist in responding to requests for information from other departments and
governmental agencies regarding the General Plan, Zoning Code, Local Coastal
Program, and Subdivision Code;
• Determine building valuations based on established standards; calculate and
determine a variety of fees for plan checks, permits, taxes and sanitation district
and school district charges;
• Instruct applicants on correct procedures for completing required forms and
applications; provide information regarding City, State and Federal regulations
pertaining to building, planning, and public works activities;
• Maintain recorded of plans and applications submitted; participate or direct the
filing and routing of plans and permits to appropriate City departments and staff;
• Coordinate the plan approval process between various City departments; refer
applicants to appropriate City department or outside agency as necessary;
• Notify applicants when plan or permits are ready for pick-up or issuance;
provide status updates as required;
• Follow-up on stop work orders and complaints;
• Perform data entry and issue permits via the computerized permitting system;
• Verify worker's compensation insurance and State contractor licensing; and
• Perform related duties as assigned.
• Coordinate with the Permit Technician Supervisor and attend all required
meetings as directed by the Chief Building Official.
J. Lee Engineering, Inc. Page A-4 7-23
Qualifications:
• Experience: Must have demonstrated work experience performing permit
technician work on a variety of construction projects. Must have excellent
customer service skills.
• Training: Equivalent to completion of the twelfth grade.
• License/Certificate: Possession of ICC certification as Permit Technician.
Possession of an appropriate valid California driver's license.
• Additional Requirement: On -site members of the consultant team performing
Permit Technician services must successfully complete a thorough background
review, including being fingerprinted by Newport Beach Police Department.
• Supervision Received and Exercised: Contractor receives general supervision
from the Permit Technician Supervisor.
• Hours of Work: On -site consultants assisting with Permit Technician services
shall be available during regular business hours.
J. Lee Engineering, Inc. Page A-5 7-24
City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022) - r'
DATE: April 6, 2022 I L E E
ENGINE EXNG INC
TO: City of Newport Beach
SUBJECT: CITY OF NEWPORT BEACH - PROPOSAL TO PROVIDE BUILDING PLAN
REVIEW AND INSPECTION SERVICES (REQUEST FOR PROPOSAL NO.22-45)
J.Lee Engineering, Inc. (Mee Engineering) is pleased to submit this proposal to provide Building Plan Review
and Inspection Services.
Our proposal is being submitted to provide the following services as described in the RFP:
• Building Plan Review Services • Building Inspection Services
• On -Call Structural Review • Building Permit Technician Services
❖ For the past 22 years, we have been rop viding a full range of building and safety related services to local
governmental agencies.
• Our company and staff have the experience and qualifications to provide the services sought in the RFP.
• Currently, we are successfully providing building and safety related services to 12 local government agencies.
❖ We are committed to our clients in providing high_gWl ty services effectively and efficiently.
• For the services provide, we achieve high levels of customer satisfaction from our clients.
❖ For the City ofNeiwrt Beach, we will provide work products and customer service to achieve City's satisfaction:
• We will assign staff with experience and qualifications appropriate for the services requested.
• We will consistently deliver high quality work products on time.
We will provide optimum value for the services provided.
For this proposal, Mr. Jae Lee is the designated contact person for the company.
Name/Title: Jae Lee, P.E., CPE, CASp / President
Address: JLee Engineering, Inc. /430 S. Garfield Ave., Suite 301, Alhambra, CA 91801
Phone/email: (626) 284-8906 / JLee@JLeeEngineering.com
We look forward to the opportunity to providing Building Plan Review and Inspection Services for the City of
Newport Beach.
Sincerr�
ae Lee, PE, CPE, CASp
President
Page 1
430 S. Garfield Ave., Suite 301, Alhambra, CA 91801 • Phone: (626) 284-8906
7-25
Section 1
Statement of Qualifications
7-26
City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
SECTION 1— l L E E
STATEMENT OF QUALIFICATIONS E E
JLee Engineering has relevant experience and qualifications to provide the all (of the following Building Plan
Review and Inspection Services described in the RFP:
• Building Plan Review Services
• On -Call Structural Review
I, Company Background
• Building Inspection Services
• Building Permit Technician Services
❖ J-Lee Engineering, Inc. (JLee Engineering) is a California Corporation located in Alhambra, CA.
❖ For the past 22 years, we have been providing building and safety related services with great successes and
maintained excellent service record ofhigh quality and on -time delivery to our clients.
• We provide services to meet our clients' needs and priorities.
• We deliver high quality work products and customer service.
• We assign staff with experience and qualifications appropriate for the services requested
• We provide optimum value for each service requested by the clients.
❖ We are a full -service firm that specializes in providing a full range of building and safety related services to
local governmental agencies. Our services include but not limited to:
• Plan Review and Inspection Services
o Conventional new, addition, and alteration of residential, commercial, and industrial projects
o High profile and complex residential, commercial, and industrial development projects
o Specialized governmental facility projects
o Seismic retrofit and upgrade projects
• Engineering and Technical Support Services (Structural reviews of complex projects; Geology and
geotechnical report reviews)
• Permit Technician Services and Other Staff Augmentation Services
• Disabled Access Evaluations and Certified Access Specialist (CASp) Program
• Other Building and Safety Related Services (Code related t uinings, Code research and modification
request reviews
H. Relevant Local Experience
❖ Currently, we provide building and safety related services 12 local government agencies which range from
small local communities to large counties. We provide services that are similar or identical to the scope of
services in the RFP.
• City of Beverly Hills Plan Review and Supplemental Services
• City of Burbank Plan Check, Permit Technician, and Engineering Consultant Services
• City of Culver City Plan Check Services
• City of El Segundo Plan Check and As -Needed Inspection Services
• City of Gardena Permit Technician and Other Services
Page 2
430 S. Garfield Ave., Suite 301, Alhambra, CA 91801 • Phone. (626) 284-8906
7-27
City of Newport Beach (RFP No. 22-45 Building Plan Review and inspection Services 4/6/2022)
• City of Hawthorne
Plan Check and Inspection Services
• City of Inglewood
Plan Check and Inspection Services
• City of Malibu
Planning Review Services
• City of Pasadena
Plan Review Services
• City of Redondo Beach
Plan Check and Inspection Services
• City of Santa Ana
Plan Check and Building Inspection Services
• County of Los Angeles
Plan Check, Inspections, Permit Technicians, and Related Services
• County of Riverside
Plan Check and Inspection Services
County of San
Bernardino
Plan Review, Inspection, and Permit Technician Services, Emergency
Response, and Special Projects
M. Staff Qualifications and Commitment
❖ Our staff have the experience expertise in their respective field and discipline. Our staff is committed to the
company's emphasis and focus on quality and customer service.
• Our staffpossess education, training, licenses, certifications, and experience years that will meet or exceed
each client's requirements when assignments are made.
IV. Ability to Delivery of Services
❖ We develop and execute work plans and quality assurance >l lan to provide quality work products and services
consistently and timely.
❖ We continuously review resource management plan by monitoring our resource to minimize service
interruptions to our clients.
V. Service Fee Value
❖ Our fees are very competitive and are commensurate with the high -quality level of services we provide.
• We deliver our services on -time.
• We deliver work products which are clear and comprehensive for the clients.
• We deliver our services efficiently to mitigate redundant and unnecessary efforts.
• We respond to our clients promptly, and address and resolve issues expeditiously with minimum efforts
required by the client.
In summary, our proposal will demonstrate our ability to successfully deliver the services sought by the City.
1. We have relevant experience and qualifications related to the scope of services.
2. We have effective work plans, quality assurance plan, and staff management plan, and customer service plan.
3. Our cost proposal includes service rates commensurate with the quality of work we deliver.
Page 3
430 S. Garfield Ave., Suite 301, Alhambra, CA 91801 • Phone: (626) 284-8906
7-28
Section 2
Organizational Information
7-29
City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
&- ,`
SECTION 2— J L E E
ORGANIZATION INFORMATION
We can confirm that our staff has the relevant experience and qualifications to provide the scope of services
sought by the City of Newport Beach.
• Building Plan Review Services • Building Inspection Services
• On -Call Structural Review • Building Permit Technician Services
❖ Our staff is knowledgeable and dedicated to develop technically and to stay current with local code and regulatory
requirements of each client.
❖ We are committed to deliver high quality services for the Scope of Services specified in the Request for Proposal
(RFP)•
❖ For all services requested in the RFP, we will assign and provide knowledgeable and experienced staff appropriate
and specific for the task. For each discipline or specialized fields, our staff will meet or exceed the qualifications
required by the City.
I. Principal Manager / Administrator (Primary Contact Person for All Services)
JLee Engineering is designating Mr. Jae Lee, P.E., CPE., CASp as the Principal Manager / Administrator
who will be responsible for the delivery of services in accordance with the scope of services for the City.
Mr. Lee will be the primary point of contact for all service requests for the City of Newport Beach
Mr. Lee will be responsible for overall supervision, administration, and coordination of all activities for the
services to be provided.
Mr. Jae Lee has over 30 years of experience in providing plan check, building and safety, and other
consultant services for many municipal and local agencies including the, City of Los Angeles, City of
Beverly Hills, City of Burbank, City of Culver City, City of Glendora, City of El Segundo, City of
Hawthorne, City of Hermosa Beach, City of Inglewood, City of Long Beach, City of Pasadena, City of
Redondo Beach, and City of Santa Ana, County of Los Angeles, County of Riverside, and County of San
Bernardino.
Mr. Jae Lee is successfully delivering quality of services to current client's satisfaction.
Page 4
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7-30
City of Newport Beach (RFP No. 22-45 Building Plan Review and inspection Services 4/6/2022)
H. Staff Experience and Qualification Summary
A. Building Plan Review Services
1. Jae Lee, P.E., CPE, CASp — Sr. Plan Check Engineer (Proiect Manager / Administrator /
Building / CASp)
Education
• University of California, Berkeley (UC Berkeley) —B.S. Civil Engineering
Licenses, Certificates, and Registrations
• California Professional Engineer — Civil Engineer
• ICC Certified Plan Examiner
• Certified Access Specialist (CASp)
• ICC LA Basin Chapter Structural Code Committee Member
Summary of Experiences
• Over 30 years of experience in plan checking and structural engineering with California
Division of the State Architect (DSA), County of Los Angeles Building and Safety, City of Los
Angeles Building and Safety, City of Beverly Hills, City of Burbank, City of Culver City, City
of El Segundo, City of Glendora, City of Hawthorne, City of Hermosa Beach, City of
Inglewood, City of Long Beach, City of Pasadena, City of Redondo Beach, City of Santa Ana,
County of Riverside, and County of San Bernardino.
• Perform plan check services at LA County Alhambra Head Quarter office of Building and
Safety Division for LA County Capital projects and complex building projects for 14 years
since 2003.
• Manage and prioritize the plan review workload to ensure completion within established time
and coordinate with clients on policies and procedures related to code developments and code
compliances.
• Supervise the work of plan check staff involved in reviews of building plans, structural
calculations, geotechnical investigations, Title 24 calculations and related documents for
residential, commercial and industrial constructions; ensure that all building plan reviews are
in compliance with all code and local regulations.
• Provide plan check reviews for complex building projects and interpretations,
recommendations and training in building codes.
2. Jameson Lee, S.E., P.E. — Sr. Plan Check Engineer (Building / Supervisor)
Education
• Polytechnic Institute of New York — M.S. Structural Engineering
• Chung Yuan University — B.S. Civil Engineering
Licenses, Certificates, and Registrations
• California Structural Engineer (S.E.)
• California Professional Engineer — Civil Engineer
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
Summary of Experiences
• Oversee and perform plan reviews for seismic retrofit building projects and training at JLee
Engineering, Inc.
• Perform plan reviews for large and complex projects, provide code training for plan check
engineers, provide code consultations to client agencies at JLee Engineering, Inc.
• Over 31 years of experience in structural engineering and plan checking at the City of Los
Angeles, Building & Safety (1988 to 2019)
o Plan check supervisor for High-rise and major project group
o Chief of Soft story retrofit program
o Director of Case Management Unit
o Code consultant & Permitting coordinator for LAX international Airport Modernization
Project
o Chair of Adaptive Reuse Program (Converting commercial/office building to live work
units)
o Plan Check Engineer / Supervisor — Highrise and Major Project Group
■ Review plan checkers' correction comments and provide Code's consultation
■ Plan checking projects to ensure compliance with Code provisions:
3. Beniamin Ling, S.E., P.E, CPE —Sr. Plan Check Engineer (BuildinLy / Structural)
Education
• National Taiwan University — B.S. Civil Engineering
• University of Texas at Austin —M.S. Structural Engineering
Licenses, Certificates, and Registrations
• California Structural Engineer (S.E.)
• California Professional Engineer — Civil Engineer
• ICC Certified Plans Examiner
Summary of Experiences
• Over 28 years of experience in architectural/ structural plan review for commercial, residential
and government buildings and facilities.
• Significant projects include Campus Kilpatrick, the "LA Model" of holistic juvenile treatment
and rehabilitation center, Rancho Los Amigos National Rehabilitation Center, Marina Del Rey
mixed use development, Hall of Justice renovation and new construction, Disney Concert Hall,
and Reconstruction of USC, UCLA and Martin Luther King Medical Centers.
• Coordinate construction documents, including calculations for LA County facilities, such as
music centers, libraries, hospitals, museums, jails, and etc.
• Design unreinforced masonry buildings for earthquake hazard mitigation, and high-rise pre-
stressed concrete buildings, subterranean condominium, custom-made houses, and apartment
buildings.
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7-32
City of Newport Beach (RFP No. 22-45 Building Plan Review and inspection Services 4/6/2022)
4. Sean M. Hughes, S.E., P.E., CPE, CPRE — Sr. Plan Check Engineer (Building / Structural)
Education
• California State Polytechnic University — M.S. Civil Engineering
• California State Polytechnic University — B.S. Civil Engineering
Licenses, Certificates, and Registrations
• California Structural Engineer (S.E.)
• California Professional Engineer — Civil Engineer
• National Council of Examiners for Engineering & Surveying
• ICC Certified Plans Examiner
• ICC Certified Residential Plans Examiner
Summary of Experiences
• Over 20 years of experience in structural engineering and plan checking with JLee Engineering,
Inc and other firms.
• Performed plan check services at the County of Los Angeles San Gabriel office.
• Perform plan check for residential, commercial, and industrial projects to achieve governing
code compliance for fire and life safety, structural, and disable access.
S. Edward Alexanians, P.E., S.E. — Sr. Plan Check Engineer (Building / Structural)
Education
• University of California, Los Angeles (UCLA) — M.S. Structural Engineering
• Tehran University, Iran — B.S. and M.S. in Structural Engineering
Licenses, Certificates, and Registrations
• California Structural Engineer (S.E.)
• Califomia Professional Engineer — Civil Engineer
Summary of Experiences
• Joined JLee Engineering, Inc. after over 24 years of experience in plan checking and structural
engineering at the Los Angeles County Building and Safety.
• Provided plan check services for various projects at the County of Los Angeles, City of Beverly
Hills, City of Alhambra, City of El Segundo, and Temple City.
• Performed plan check services and assisted research section at the County of Los Angeles in
Alhambra headquarter office since 2012.
• Provide plan check for residential, commercial, industrial building projects with varying degree
of complexity and sizes: single family wood -frame buildings to mid- and high-rise office
buildings. Provide building code interpretations to plan check engineers and design
professionals.
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7-33
City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
6. Peter Kim, S.E., P.E. — Sr. Plan Check Engineer (Building)
Education
University of California, Berkeley (UC Berkeley) — M.S. Structural Engineering
University of California, Berkeley (UC Berkeley) — B.S. Civil Engineering
Licenses, Certificates, andRegistradons
• California Structural Engineer (S.E.)
• California Professional Engineer — Civil Engineer
Summary of Experiences
• Over 30 years of experience in structural engineering and plan checking at the City of Los
Angeles, Building & Safety (LADBS)
o Chief, Metro Structural Plan Check — Guide and manage high-rise & complex buildings,
Implement the Non -Ductile Concrete Retrofit program
o Office Manager at West Los Angeles, Van Nuys & South Los Angeles District Office —
Manage the operations of multiple plan check divisions and sections
o Chief of Specialty Engineering, the Zoning Engineer — Provide technical advice to the
LADBS Commission
o Metro & Van Nuys Counter Chief — Manage the Structural plan check counter
• Other wide range of experiences innumerous Division and Sections of LADBS: Case Manager,
Structural plan check, Earthquake Safety & Disabled Access
7. Randy Kina, P.E. — Sr. Plan Check Engineer Building / Structural)
Education
• University of California, Los Angeles — B.S. Civil Structural Engineering
Licenses, Certificates, and Registrations
• California Professional Engineer — Civil Engineer
• ICC Certified Plans Examiner
Summary of Experience
• Over 40 years of experience in plan check with City of Los Angeles, City of El Segundo, and
Mee Engineering, Inc.
• 7 years as a Sr. Plan Check Engineer at Mee Engineering, Inc.
o Performed building plan review services for assigned governmental agencies.
o Provided on -site plan check at LA County district office in City of Lomita.
• 8 years as a Sr. Plan Check Engineer at the City of El Segundo, Building and Safety Department
o Reviewed all types of projects which include various sizes of single family dwelling and
duplexes, up to 6-story apartment buildings and condominiums, mini -shopping centers,
restaurant buildings, retail buildings, office buildings, private school buildings, day care
buildings, manufacturing buildings, warehouse buildings, and refinery structures.
o All types of tenant improvement projects were also reviewed that include ones for high rise
buildings.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
o Reviewed projects for storm water mitigation measures, green building requirements, and
energy regulations.
27 years as 9 years as a Plan Check Engineer at the City of Los Angeles, Building and Safety
Department.
o Performed plan check at Metro, San Pedro and West L.A offices.
o Performed duties as plan check supervisor at West L.A. office.
o Received multiple Employee of the Quarter Awards - a first for an employee to receive the
award more than once.
8. David McCombs P.E. — Sr. Plan Check Engineer (Building / Structural)
Education
• California State University in Long Beach — B.S. Civil Engineering
Licenses, Certificates, and Registrations
• California Professional Engineer — Civil Engineer
Summary of Experience
Over 9 years at the City of Los Angeles, Department of Building and Safety as a plan check
engineer and plan check supervisor.
o Managed a team of plan checkers, support staff and inspector.
o Interpret codes for the Code Enforcement team, and City Attorney.
o Interacted with, Contractors, Architects, Engineers, and homeowners. Projects included but
not limited to Residential and Commercial construction, alterations, and Tenant
Improvements.
o Assigned and reviewed plans to staff for the permit issuance process.
o Resolved Building and Zoning codes disputes.
o Provided preliminary plan and Zoning compatible reviews.
o Facilitated requests for code modifications.
o Developed the office procedures to service the growing customers with limited staff and
resources.
Over 14 years at the Los Angeles World Airport (LAWA) an engineer, planner, and project
manager.
o Reviewed and facilitated proposed projects with respect to egress, security, fire protection,
parking, ADA and occupancy separations.
o Verified ADA compliance due to extensive renovation and building physical constraints.
o Generated conceptual plans for various parking facilities and lots for various tenants and
uses. This includes general parking, limousines, freight with associated loading
zones/docks and car rental facilities.
o Managed airport project during design and construction phase ensuring code compliance.
o Facilitated meetings, Change Orders Requests and Request for Information for projects
throughout airport. Said tasks involves comparing requests to the specification and contract
documents. This is similar to plan submittals and code regulations.
o Mediate code issues between the Building and Safety Inspections and project contractors.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and inspection Services 4/6/2022)
9. Dave Takata, P.E. — Sr. Plan Check Engineer (Building)
Education
• California Polytechnic State University, San Luis Obispo — B.S. Civil Engineering
Licenses, Certificates, and Registrations
• California Professional Engineer — Civil Engineer
• ICC Certified Plans Examiner
Summary of Experiences
• Perform plan reviews for residential building plans and provide inputs on various code
interpretations and enforcement -related topics at JLee Engineering, Inc.
• Over 20 years of experience in structural engineering and plan checking at the City of Los
Angeles, Building & Safety (LADBS) and Department of Public Works, Bureau of Engineering
o Reviewed architectural and structural plans to ensure the proposed structures of various
types of construction complied with all building, zoning, and disabled access
requirements.
o Provided written responses (Council Rule 38) on behalf of the department regarding the
interpretation and enforceability of proposed Zoning code changes.
o Reviewed subdivision maps for proposed tract maps, parcel maps, parcel map
exemptions, and private street developments. Represented the department in public
hearings (Advisory Agency) on proposed subdivisions.
o Assist and direct design consultants and city staff to achieve code compliance for the
given project or code requirement and to maintain the design within budget.
o Perform constructability and value engineering reviews throughout the development of
the project.
10. Dean Lee — Sr. Plan Check Engineer (Building)
Education
• University of California, Los Angeles (UCLA) — M.S. Structural Engineering
Licenses, Certificates, and Registrations
• ICC Certified Plans Examiner
Summary of Experiences
• Perform plan reviews for residential building plans and commercial tenant improvement
projects at JLee Engineering, Inc.
• Over 35 years of experience in structural engineering and plan checking at the City of Los
Angeles, Building & Safety (LADBS)
o Plan reviewed for major structure project
o Performed plan check for commercial, mixed -use, apartment, and residential projects
o Served as public counter supervisor at the Metro and Van Nuys offices
o Aided with the design of the I-105 FWY to LAX on/off ramp with Caltrans
o Drafted bridge retrofit project at San Pedro
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
11. Kathy Rhee, P.E. — Plan Check Engineer (Building / Structural)
Education
• University of California, Los Angeles (UCLA) — M.S. Structural/ Earthquake Engineering
• University of California, Los Angeles (UCLA) —B.S. Civil Engineering
Licenses, Certificates, and Registrations
• California Professional Engineer — Civil Engineer
• ICC Certified Plans Examiner
Summary of Experiences
• Review and plan check various soft story buildings for the City of Beverly Hills at JLee Engineering,
Inc.
• Over 10 years of experience engineering design and field engineering.
o Modeled and analyzed multi -family wood residential building projects 4 stories and less.
o Designed for seismic loads per latest ASCE codes.
o Checked shop drawings for adherence to design drawings and code.
o Inspected construction of concrete foundation and base wood framing of individual
homes. Submitted daily reports on construction progress and need for structural repairs.
o Assessed previous design of Bridge Pipe Rack, Utility Pipe Rack and Sulfur Recovery Unit
per ASCE 41 and latest seismic provisions.
o Developed material take -off list and red line drawings of updated structures as compared
with previous IFC drawings and on -site construction.
o Performed field verification of calculations and drawings submitted by subcontractor for
installation of various equipment in hydroelectric plant.
o Performed design and planning of new oil refinery in Alaska from conception to
construction.
12. Kalif Walker, P.E. — Plan Check Engineer (Building / Structural)
Education
• University of California, Los Angeles (UCLA) — M.S. Structural/ Earthquake Engineering
• The City College ofNew York — B.S. Civil Engineering
Licenses, Certificates, and Registrations
• California Professional Engineer — Civil Engineer
• ICC Certified Plans Examiner
Summary of Experiences
• Review and plan check various soft story buildings in the City of Beverly Hills at JLee Engineering,
Inc.
• Over 2 years of experience engineering design and field engineering.
o Analyzed and sized wood, concrete and steel beams under gravity loading in compliance
with NDS 2018, ACI 318-14 and AISC 2015
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
o Designed plywood shear walls, steel cantilevered columns and other lateral force resisting
systems for wind and seismic loads in accordance with ASCE 7-16, SDPWS 2018, and
AISC 2015
o Established framing layouts of roof members and floor joists to optimize construction
methods and comply with architectural drawings
o Provided responses to building department plan check comments
o Prepared structural drawings and details for client review and field support
o Performed structural observations for foundations to verify anchorage placement and
footing depths prior to concrete pour
o Coordinated with and provided solutions for framers and field engineers regarding
problems that arose during construction
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
B. Plumbing and Mechanical Plan Review Services
1. Victor J. Muro, P.E., CPE. — Sr. Plan Check Engineer (Plumbing / Mechanical)
Education
• California State University, Long Beach —B.S and M.S. Mechanical Engineering
Licenses, Certificates, and Registrations
• California Professional Engineer— Mechanical Engineer
• ICC Certified Mechanical Plans Examiner / Plumbing Plans Examiner
Summary of Experiences
• Over 7 years of experience in mechanical & plumbing plan check and mechanical engineering
at the County of Los Angeles Building and Safety, the City of Irvine Dept. of Building & Safety
and JLee Engineering, Inc.
• Review and approve plans for compliance with applicable plumbing code, mechanical code,
green building standards and energy efficiency standards.
• Develop and revise existing technical documentation such as information bulletins and permit
applications for public assistance.
• Grant approvals for third -party product listing and testing agencies upon review of their
credentials for the Mechanical Testing Laboratory.
2. Cristina L. Siider, P.E. — Sr. Plan Check Engineer (Plumbing / Mechanical)
Education
• University of California, Irvine —B.S. Mechanical Engineering
Licenses, Certificates, and Registrations
• California Professional Engineer —Mechanical Engineer
Summary of Experiences
• Over 11 years of experience in mechanical plan check and mechanical engineering for the
Department of Building and Safety at the City of Los Angeles, Los Angeles World Airports,
and JLee Engineering, Inc.
• Review plumbing, mechanical, fire sprinkler and elevator system plans for various types of
buildings, from single family dwellings to high rises, for operation and code compliance with
the Los Angeles plumbing code, mechanical code, state of California energy code, and other
applicable state and city ordinances.
• Provide code related interpretations for plumbing, mechanical, fire sprinkler and elevator
systems. Perform field inspections and evaluations of existing conditions of its mechanical
design.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
C. Electrical Plan Review Services
1. Dean Yanagimoto, P.E. — Sr. Plan Check Engineer (Electrical)
Education
• University of California, Los Angeles (UCLA) — B.S. Electrical Engineering
Licenses, Certificates, and Registrations
• California Professional Engineer — Electrical Engineer
Summary of Experiences
• Over 23 years of experience in electrical plan check, electrical engineering and project
management for the Department of Water and Power and Department of Building and Safety
for the City of Los Angeles, Los Angeles World Airports and JLee Engineering, Inc.
• Checked Commercial and Residential Architectural Plans for Title 24 Disabled Access
requirements. Reviewed Commercial and Residential Electrical drawings for compliance with
National Electrical Code, L.A. Electrical Code and California Energy Regulations.
• Prepared Electrical Plans, Specifications and Bid documents for construction projects at Los
Angeles International Airport.
• Projects include LAX Apron Lighting Upgrade, Terminal 3 Switchboard Replacement, and
Passenger Boarding Bridge Replacement.
• Reviewed Electrical Plans and Specifications for compliance with Los Angeles World Airport
Standards, FAA Advisory Circulars and National Electrical Code. Coordinated Projects with
other City and Federal Agencies (Building and Safety, Water and Power, FAA, TSA).
2. Edwin Perez, P.E. — Plan Check Engineer (Electrical)
Education
• California State University, Northridge (CSUN) —B.S. Electrical Engineering
Licenses, Certificates, and Registrations
• California Professional Engineer — Electrical Engineer
• ICC Certified Electrical Plans Examiner
Summary of Experiences
• 4 years of experience in plan checking electrical power distribution systems and ensure
compliancy with Los Angeles Electrical Code, Building ode, NFPA 72 and Title 24 Energy
standards with the City of Los Angeles Building and Safety, Department of Water and Power,
and JLee Engineering, Inc.
• Meet with engineers for plan check and submittal of electrical plans that require minimal or
extensive plan evaluation.
• Evaluate project complexity and perform associated research to ensure proper understanding
of the project and address any potential safety to life concerns.
• Generating construction documents and procuring associated equipment.
• Provide customers with technical guidance for any Electrical related issues.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
D. Fire Plan Review Services
1. Smith Choi, P.E. — Sr. Plan Check Engineer (Fire)
Education
• West Virginia University Institute of Technology — M.S. Mechanical Engineering
Licenses, Certificates, and Registrations
• California Professional Engineer — Mechanical Engineer
• Certified Fire Plans Examiner by National Fire Protection Association
• Certified Energy Auditor by California Energy Commission
Summary of Experiences
• Over 20 years of experience in reviewing and interpreting site plans, building plans, fire
protection system plans, fire alarm plans, specifications, and calculations submitted for
residential tracts, multi -unit residential homes, public assembly, and commercial, industrial
buildings to ensure compliance with codes, ordinances, and other applicable regulations
• Review plans for life safety and fire protection systems, water plans, and building
construction plans for features in accordance with the International Fire Code.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
E. Geotechnical and Engineering Geology Review Services
1. Charles T. Nestle, P.G., E.G — Geologist
Education
• California State University, Los Angeles (CSULA) — M.S. Geology
• California State University, Humboldt — B.A. Geology
Licenses, Certificates, and Registrations
• California Engineering Geologist
• Association of Environmental & Engineering Geologist
• Geological Society of America
• American Institute of Professional Geologist (AIPG)
Summary of Experiences
• Over 28 years of experience in engineering geology and geological studies for the County of
Los Angeles, Department of Public Works.
• Review reports prepared by geologist for the building plans, grading plans, tentative tract maps
for construction projects.
• Revise existing policies and develop new policies to accommodate changes in the State and
County Codes and standards of practices. Contribute to revisions of the County of Los Angeles
building and grading codes and policies.
2. Paul Chang, P.E., G.E. — Geotechnical Engineer / Sr. Plan Check Engineer
(Civil/Grading/Geotechnical)
Education
• University of Missouri -Rolla— M.S. Civil Engineering
• National Taipei University of Technology —B.S. Civil Engineering
Licenses, Certificates, and Registrations
• California Professional Engineer — Civil Engineer / California Geotechnical Engineer
ICC Certified Plans Examiner
Summary of Experiences
• Over 30 years of experience in the geotechnical engineering field and related construction
management & peer reviews.
• Design and construction management for concrete and embankment dams improvement
projects (8 major dams in Los Angeles County). Los Angeles County Dams Safety Monitoring
Program Lead and DSOD compliance liaison.
• Has extensive experience with residential, commercial and public works projects and broad
experience in hillside developments, LID site assessments and designs, foundation and earth
structure failure investigations, value engineering, and project management.
• Perform design and construction monitoring of shallow and deep foundations, mechanical
stabilized earth (MSE) and convention retaining walls, shoring, structural underpinning works,
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
landslide failure study, pavement and drainage failure investigations, water retaining structures
stability and seepage analyses, seismic and soil liquefaction studies, structural fill evaluations,
settlement analysis, soil -cement treatment, soil -lime stabilization, shoring design and forensic
studies.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
F. Inspection Services
1. George Perez — Sr. Inspector
Licenses, Certificates, and Registrations
• ICC Building Inspector
• ICC Mechanical Inspector
• ICC Plumbing Inspector
• ICC Residential Electrical Inspector
Summary of Experiences
• Over 31 years of experience as Building Inspector, Sr. Building Inspector, Project Manager
• Inspector of Record and inspection of large commercial building at the County of Los Angeles,
Architectural Engineering Division.
• Project Manager at the County of Los Angeles, Dept. of Park and Recreation Project
Management Division
• Building Inspector at the City of Beverly Hills — Inspect residential and commercial buildings
at various stages of construction, mechanical plan checks, alteration and report for compliance
of two or more of the city's technical codes.
2. Richard Bagby — Sr. Inspector
Licenses, Certificates, and Registrations
• ICC Certified Commercial Building Inspector
Summary of Experiences
• Over 36 years of experience as Building Inspector, Sr. Building Inspector, Regional/District Office
Manager.
• Sr. Building Inspector at the Los Angeles County Calabasas Building and Safety — Inspection
of major projects in Topanga Canyon, Calabasas, Malibu, and Chatsworth
• Sr. Building Inspector at the City of El Segundo — Commercial and Residential constructions
• Los Angeles County Building and Safety Santa Clarita Valley Office — Managed development
and grading of Stevenson Ranch, Safety inspections and new construction inspections at Magic
Mountain. Supervised Grading, Building, Valencia.
• Los Angeles County Building and Safety Lennox Lomita Office — Managed construction in
Marina Del Rey in addition to district office boundaries.
• Los Angeles County Building and Safety — Combination Inspections.
3. Jose Alvarez, P.E. — Sr. Inspector
Licenses, Certificates, and Registrations
• California State Polytechnic University — B.S. Civil Engineering
• California Professional Engineer — Civil Engineer
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
Summary of Experiences
• Over 31 years of experience as Plan Check Engineer, Sr. Plan Check Engineer, and Building
Official at the City of Inglewood.
• Performed structural plan check, electrical, plumbing, mechanical and fire protection plan
check.
• Provided code interpretations, developed standard plan check correction sheets.
4. Dan Freleaux— Sr. Insuector
Licenses and Certifications
• ICC Certified Building Inspector / ICC Certified Plumbing Inspector
• ICC Certified Reinforced Concrete Inspector
Summary of Experiences
• Over 27 years of experience as Building Inspector, Sr. Building Inspector, District Engineering
Associate, and Regional Trainer.
• Inspected multi -family residential, concrete tilt -up constructions & commercial buildings.
• Investigated construction site for illegal practices and hazardous conditions.
• Organized and scheduled the work of building inspectors.
• Coordinated inspections and developed policies.
• Supervised construction inspections for high profile projects and inspectors.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6%2022)
G. Permit Technician Services
1. Kristy Romo, ICC Certified Permit Technician
• 8 years of experience as a permit technician and has experience working at the County of San
Bernardino Land Use Services and City of Moreno Valley.
• Project Manager for new project submittals to include Construction Plans, Grading Plans, Street
Improvement Plans, Hydrology, and Technical Studies to ensure accuracy and timely
processing.
• Review and condition commercial and ministerial permits for road and drainage compliance.
• Perform residential plan reviews to ensure compliance with the County Development Code
• Research and compile data for daily Land Development report.
• Maintain and update material related to Land Development procedures, also providing
guidance and training to new Land Development staff.
• Provide land use information; interpret County ordinances, department policies, and procedures
to the public on matters pertaining to land use construction, regulations, and requirements.
• Utilize computer software programs such as Accela Automation, Permits Plus, FEMA, Google
Earth, PIMS, and GIS Viewer.
• Liaison for additional phases of department implementation for the County's Accela
Automation/EZ Online Permitting System.
2. Sarah Catalan Ruvalcaba, ICC Certified Permit Technician
• Prescreen and verify submitted plans and construction documents to ensure completeness for
timely reviews. Notify or contact the applicant for missing items.
• Maintain accurate and up-to-date electronic and hardcopy project files and plan review records.
• Communicate with client cities, counties, permit applicants, property owners, and organizations
and follow up with inquiries.
• Research code and records.
• Create and update manuals and checklists for processing plan reviews for client cities and
counties.
• Reading and interpreting Building and Accessible code.
3. Keumhee Kim, ICC Certified Permit Technician
• 13 years of experience as a permit technician.
• Conduct data entry of permit application information and update plan check progress
• Communicate with city staffs and design professionals to expedite plan check process
• Review submissions and plans for completeness
• Research property records
• Organize and store plan check related document and records
4. Adriana Cervantes, ICC Certified Permit Technician
• 1 year of experience as a permit technician and has experience working at the County of Los
Angeles East LA office.
• Has experience in permit project management for tenant improvement, residential remodels,
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
demolitions, new multifamily residences, and various clearance types throughout Los Angeles
County
• Assist the public with completing and filling out applications for various types of permits.
• Research properties and permit history for staff and the public.
5. Marilyn Mora, Permit Technician
• 5 years of experience as a permit technician and has experience working at the County of San
Bernardino Land Use Services.
• Assist the public on the department's online websites, EZOP & Virtual Counter Review
submissions and plans for completeness.
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Section 3
Project Approach / Methodology
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Tnspection Services 4/6/2022)
SECTION 3 — i
LEE
E
PROJECT APPROACH / METHODOLOGY E l,
We can confirm that we have the relevant experience and methodology to provide the scope of services sought
by the City of Newport Beach.
• Building Plan Review Services • Building Inspection Services
• On -Call Structural Review • Building Permit Technician Services
❖ For our currently clients, we have been successfully delivering services and maintain high levels of client
satisfaction.
❖ For the City of Newport Beach, we will develop and execute specific Work Plan, Quality Assurance Plan, and
Staffing Management Plan to achieve successful service delivery.
• We will provide knowledgeable and experienced staff with the appropriate levels of experience and
qualifications.
• We will commit to providing quality work products and deliverables.
• We will commit to thorough and on -time delivery of all services.
• We will commit to providing excellent customer service for the City.
I. Understanding of Scope of Work
❖ We have reviewed and have a clear understanding of the scope of work and requirements described in the
RFP.
❖ We can confirm that we have the relevant experience to successfully deliver services.
❖ We can confirm that we have staff with experience and qualifications meeting the City requirements.
The following is a summary of our understanding of scope of services and requirements:
A. City's Objective:
• The City of Newport Beach is seeking one or more firms to provide: Building Plan Review
Services, On -Call Structural Review Services, Building Inspection Services, and Building Permit
Technician Services.
B. City's Employment Provision
1. Employment of persons and sub -Consultants working on the contract will not discriminate on the basis
of race, color, creed, national origin, religion, sex, age, or handicap.
2. At the City, individuals will not work more than 960 hours a year at the City; full-time for more than six
(6) months; and regular part-time service of at least twenty (20) hours per week for one year or longer.
3. Consultant will maintain control ofthe manner and means oftheir individual's work schedules
4. Consultant will ensure their individuals, working on City projects, understand they do not work for the
City and there is no employee/employer relationship.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
Building Plan Review Services
1. Off -site plan reviews within the following turn -around schedule:
a. First Check: Ten (10) working days from submittal by applicant
b. Subsequent Checks: Five (5) working days
2. Provide building plan check services which include:
• Review residential, commercial and industrial buildings for compliance with the City -adopted
codes.
• Provide one (1) Fire Plans Examiner to review fire code plans for residential, commercial and
industrial projects, working off -site and attending meetings, as directed by the Fire Marshal.
• Provide written notification to each applicant, consisting of a complete electronically -generated
plan check letter, which outlines the documents reviewed, instructions to the applicant regarding the
processing of documents, and a listing of plan check comments.
• Be available, during regular business hours, to discuss and clarify plan check issues with applicants,
designers, owners and consultants. Resolution of code issues may be performed by telephone, or
meetings, prior to resubmitting corrected plans and documents.
• Attend all required meetings as directed by the Chief Building Official.
• Review soils report, for compliance with CBC, for the proposed scope of work.
• Review grading plans to assure conformance with City codes, written policies and standard
specifications and compliance with the recommendations, specifications and details contained in
the submitted soils report and assure that all appropriate details are shown on the plans.
• Review surveys, in accordance with City Policy.
• Review Erosion Control Plans to verify erosion and sedimentation measures comply with the Best
Management Practices per City standards.
3. Qualifications:
• Experience: Four years of experience checking building plans.
• Training: Bachelor's degree from an accredited college or university with major coursework in civil
engineering, structural engineering, or architecture.
• License/Certificate: A valid California driver's license; State of California registration as a
professional engineer or architect; ICC `Building Plans Examiner" certificate; ICC "Fire Plans
Examiner" certificate for reviewing Fire code -based plans.
• Additional Requirement: On -site staff for Building Plan Review services must successfully
complete a thorough background review, including being fingerprinted by Newport Beach Police
Department.
• Supervision Received and Exercised: Receive direction from the Chief Building Official or his or
her designee.
• Hours of Work: On -site plan review staff shall be available during regular business hours.
D. On -Call Structural Review Services
i. Off -site plan reviews within the following turn -around schedule*:
• First Check: Ten (10) working days from submittal by applicant
• Subsequent Checks: Five (5) working days
* If theproject complexity requires additional time, the turn -around schedule will be discussed with the City.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
ii. Provide structural review services which include:
• Provide on -call plan review of complex structural design for conformance to the latest adopted
codes and standards.
• Provide written notification to each applicant, consisting of a complete electronically -generated
plan check letter which outlines the documents reviewed, instructions to the applicant regarding the
processing of documents, and a listing of plan check comments.
• Be available during regular business hours to discuss and clarify plan check issues with applicants,
designers, owners and consultants. Resolution of code issues may be performed by telephone, or
meetings prior to resubmitting corrected plans and documents.
• Attend all required meetings as directed by the Chief Building Official.
iii. Qualifications:
• Experience: Ten years of experience reviewing complex structural design.
• Training: Master's degree from an accredited college or university with major coursework in
structural engineering.
• License/Certificate: A valid California driver's license; State of California registration as a
professional structural engineer.
• Supervision Received and Exercised: Receive direction from the Chief Building Official.
• Hours of Work: Structural review staff shall be available during regular business hours.
E. Building Inspection Services
1. Provide building inspection services which include:
• Provide up to two qualified building inspectors. The City needs up to eighty (80) hours of Contract
Inspection Services per week.
• Provide inspections of all requested inspections and re -inspections for compliance with City of
Newport Beach Municipal Code and State codes and regulations.
• Inspection staff shall not be substituted without approval from the Chief Building Official.
• Maintain all inspection records for all assigned projects, including correction notices and all
documentation related to project inspections.
• Coordinate all inspection and re -inspection requests as assigned.
• Coordinate with the Principal Building Inspector, as appropriate, on discretionary decisions or
requests for alternate materials.
• Coordinate with the Principal Building Inspector on all Certificate of Occupancy to be sure that all
applicable City regulatory agencies have approved the project.
2. Qualifications:
• Experience: Must have demonstrated work experience performing residential and commercial
inspections on a variety of construction projects. Must have excellent customer service skills.
• Training: Equivalent to completion of the twelfth grade.
• License/Certificate: ICC certification as Combination Building Inspector; A valid California
driver's license.
• Additional Requirement: On -site Building Inspection services staff must successfully complete a
thorough background review, including being fingerprinted by Newport Beach Police Department.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and inspection Services 4/6/2022)
• Supervision Received and Exercised: Receive general supervision from the Principal Building
Inspector.
• Hours of Work: On -site inspector shall be available during regular business hours.
F. Building Permit Technician Services
1. Provide building inspection services which include:
• Provide one qualified permit technician. The City needs a full or part time Contract Permit
Technician Services.
• Permit technician staff shall not be substituted without approval from the Chief Building Official.
• Provide support and technical assistance at the public counter, over the telephone and via email;
provide general information and assistance to the public regarding requirements for obtaining
pen -nits, zone clearances, and business license;
• Assist in responding to requests for information from other departments and governmental agencies
regarding the General Plan, Zoning Code, Local Coastal Program, and Subdivision Code;
• Determine building valuations based on established standards; calculate and determine a variety of
fees for plan checks, permits, taxes and sanitation district and school district charges;
• Instruct applicants on correct procedures for completing required forms and applications; provide
information regarding City, State and Federal regulations pertaining to building, planning, and
public works activities;
• Maintain recorded of plans and applications submitted; participate or direct the filing and routing of
plans and permits to appropriate City departments and staff;
• Coordinate the plan approval process between various City departments; refer applicants to
appropriate City department or outside agency as necessary;
• Notify applicants when plan or permits are ready for pick-up or issuance; provide status updates as
required;
• Follow-up on stop work orders and complaints;
• Perform data entry and issue permits via the computerized permitting system;
• Verify worker's compensation insurance and State contractor licensing; and
• Perform related duties as assigned.
• Coordinate with the Permit Technician Supervisor and attend all required meetings as directed by
the Chief Building Official.
2. Qualifications:
• Experience: Must have demonstrated work experience performing permit technician work on a
variety of construction projects. Must have excellent customer service skills.
• Training: Equivalent to completion of the twelfth grade.
• License/Certificate: ICC certification as Pemut Technician; A valid California driver's license.
• Additional Requirement: On -site Permit Technician Service staff must successfully complete a
thorough background review, including being fingerprinted by Newport Beach Police Department.
• Supervision Received and Exercised: Receive general supervision from the Permit Technician
Supervisor.
• Hours of Work: On -site Permit Technician staff shall be available during regular business hours.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
H. Work Plans - Implementation of Services
For the scope of work described in the RFP, we will closely coordinate with the designated City staff to confirm
the City's requirements and expectations for each service.
❖ Based on the confirmed information, a final work plan will be developed and executed efficiently and
effectively to deliver the services for the City of Newport Beach.
❖ The work plan will be monitored and controlled regularly to assure quality delivery of services.
A. Plan Review Services / Structural Review Services
1. Initiation - Plan Check
Coordinate with the City to confirm the City's expectations and requirements related to plan
review services.
a. Confirm current procedures, policy and practices to be used for the duration of the contract.
b. Confirm current standards, methodology, use of standard documents, and formats.
c. Confirm contact list and method(s) of communications.
d. Confirm service delivery goals for initial check, recheck, and final reviews for type and size
of projects.
e. Confirm contact list, method(s) of communications, plan transfer and transmittals.
f. Discuss the City's use of electronic plan review and permit software.
g. Confirm plan review turn -around times for the first and resubmittal reviews.
h. Review and confirm project priorities provided by the City.
i. Review anticipated plan review services related to short-term, intermittent, and long-term
plan review needs and requirements.
2. Execution — Plan Check
a. Provide plan review services for assigned projects (residential, industrial and commercial
buildings, grading and all other types of structures) for compliance with all local ordinances,
state and federal laws that pertain to the assigned project and compliance to the adopted
California Building Standards Code.
b. Plan Review Format
i. Provide plan reviews conventionally or electronically as requested by the City.
ii. For electronic plan reviews, utilize plan review software required or preferred by the City.
iii. We will comply with all requirements, which may include, but not limited to, electronic plan
transmittals, plan reviews, correction sheets, communications, correspondences, and record
managements.
c. Plan Transmittal — Conventional Plan Reviews
iv. Pick-up plans within 24 hours of notification from the City for the services requested during
normal business hours.
v. For first reviews and all rechecks, the plan pick-ups and deliveries will be made using the
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
method preferred by the City.
vi. Pick-ups and deliveries by commercial courier approved by the City are available if requested
by the City.
d. Turn -around Times for Plan Review
i. The plan reviews will be completed within the maximum turnaround times required by the
City.
ii. Off -site plan reviews within the following tum-around schedule*:
• First Check: Ten (10) working days from submittal by applicant
• Subsequent Checks: Five (5) working days
* If the project complexity requires additional time, the turn -around schedule will be discussed
with the City.
e. Plan Reviews (See "Quality Assurance Plan" below for additional information.)
i. Assign qualified plan review staff appropriate for the type and scope of project.
ii. Record all plans and documents received from the City using Mee Engineering's
computerized plan review and tracking system.
iii. Review plans and documents for completeness and consistency, scope of work,
valuations, and fees.
iv. Perform first plan and recheck reviews in accordance with the City requirements based
on the standards, codes, regulations, and policies.
• Provide plan check corrections and all other correspondences by the method
requested by the City.
• Correspond with the City staff, applicants, and/or engineers/architects as needed.
v. Perform Recheck Reviews
• Deliver rechecked plans and documents conventionally or electronically as required
by the City.
• Indicate whether the plans satisfy all the requirements or additional recheck is
required.
• If additional recheck is required, provide the City correction sheets with remaining
corrections identified.
• Perform additional rechecks until all required corrections, clarifications and/or
changes have been completed and/or addressed if necessary.
• When all plan corrections have been addressed, process the approved plans in accordance
with City's requirements.
vi. Plan Review Logs, Records, and Correspondences
• Document records and correspondences according to the City's procedures.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
• Maintain logs of all plan reviews containing dates plans were received, reviewed, and
rechecked.
• Conduct and coordinate all communications with applicants and the client during
plan review process according to the City's procedures.
vii. Resolve plan check matters or questions directly with the project applicants via phone,
email, or in -person in an expeditious manner.
viii. Provide an itemized billing for all services on a monthly basis.
B. Inspection Services
1. Initiation — Inspection
Coordinate with the City staff to confirm the City's expectations and requirements related to
inspection services.
a. Confirm current procedures, policy and practices to be used for the duration of the contract.
b. Confirm current standards, methodology, use of standard documents, and formats.
c. Confirm contact list and method(s) of communications.
d. Review anticipated inspection services related to short-term, intermittent, and long-term field
inspection needs and requirements.
2. Execution — Inspection
a. Upon receipt of inspection service request, provide inspection services as described in the
scope of services and as requested by the City.
b. Assign qualified inspector appropriate for the inspection scope.
c. Provide inspections for permitted structures of residential, commercial and industrial
buildings, grading and all other types of structures under construction for enforcement of and
compliance with approved plans, permit conditions, local ordinances, state and federal laws
that pertain to the project construction and the adopted California Building Standards Code.
d. Create inspection correction sheets listing corrections, clarifications, and/or changes that are
required to conform to the City's requirements — codes, standards, and policies.
e. Provide an itemized billing for all services on a monthly basis.
C. Permit Technician, Building Office, and and Other Services
1. Assign qualified staff appropriate for the assignment.
2. For engineering, technical support and other services, a specific work plan will be developed and
executed as appropriate for the scope of work.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and inspection Services 4/6/2022)
3. The work plan will include initiation, execution, monitoring and control phases for providing and
delivering the requested services.
4. For each scope of services requested, specific level of services and deliverables requirements will
be determined.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
M. Quality Assurance Plan
A. To assure City's satisfaction of services provided and compliance with requirements of the "Scope of Work"
we will take the following quality control measures:
• Review the performances of services provided with the City representatives on a regular basis.
• Identify positive performances and needs to improve service areas.
• Respond expeditiously and take corrective actions for the area needing improvments.
• Expand the positive service performances.
B. For all services (Plan Check, Inspection, and other Service)
1. Assign plan check staff with appropriate experience and qualifications for the project.
2. Provide thorough initial plan check and recheck reviews.
• Provide project specific plan review corrections supported by the code and regulatM Muirements.
• Avoid general or generic corrections.
3. Deliver all services within the time frame for each project.
• Process all plans and documents (conventionally or electronically) according to the City's
requirements and preferences.
• Perform all inspections in a timely manner.
4. Document plan check comments and inspection results according to the City's procedure and system.
5. Resolve all disagreements with applicants regarding the plan check and inspection corrections
efficiently and expeditiously.
C. Dispute Mitigation and Management
Managing disputes are integral part quality assurance which involve assignment of appropriate staff,
high quality work products, and efficient communications with our clients.
There are three levels in our dispute management plan: Prevention, Resolution, and Elevation
1. Prevention: Dispute prevention is our primary service goal.
The combination of appropriate staff assignments and high quality work products minimizes potential
conflicts and issues.
a. For each service requested by our clients, we assign staff with appropriate experience and
qualifications.
b. Our staff provides high quality work products which are based on the specific client's requirements.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
For example, we provide plan corrections that are project -specific and code -based to minimize
ambiguity or misunderstanding regarding the corrections issued.
2. Resolution: Disputes are resolved expeditiously.
When disputes arise our staff are focused on resolving the disputes expeditiously and efficiently
without com rp omising our client's requirements.
a. Because of our prevention efforts, almost all issues are resolved by explaining and citing the
specific requirements associated with the disputes.
b. Our main customer service goals are to enforce our clients' requirements and to resolve issues with
minimum effort or involvement of our clients.
3. Elevation: Comprehensive support is provided to resolve disputes.
If the disagreement with the applicant cannot be resolved, we elevate the issue to our client with
supporting information related to the disagreement.
a. This is a very rare occurrence with our services. Almost all disputes are resolved without any client
involvement.
b. In rare occurrences, when a dispute cannot be resolved between our staff and the applicant, we
would notify the City staff of potential issues/disputes and provide complete background and
relevant citation(s) of client's requirements related to the applicant's disputes.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/6/2022)
IV. Staffing Management Plan
❖ Staffing needs and availability are evaluated continuously to provide timely services to our clients.
❖ We operate with an optimum staffing level. Rigorous reviews and evaluations of staffing needs and
availability are conducted with changes in our clients' needs.
A. Current Staffing Level and Workload
1. We currently have staff to provide as -needed services to our clients.
2. Our current and projected workload is such that we can deliver Plan Check and Inspection Services to
the City of Newport Beach and meet all the City's requirements.
3. We expect all services to the City to be delivered within the specified time flames.
4. Our workloads are assessed on regular intervals to proactively manage and meet delivery goals for our
clients.
B. Contingency Plans for Increased Workload
1. As workload increases, we will provide overtime efforts as necessary to deliver services within the
agreed schedule.
• No additional charges will he made to the City for the additional overtime efforts related to
increase in the workload. The City will be only billed for fees specified in the fee schedule for
this contract.
2. As the City's staffing needs increases, we will provide, hire new, or reassign staff to meet the City
staffing needs.
C. Work Location
1. Plan review services will be performed at JLee Engineering office location unless otherwise requested
by the City.
2. Other locations may be accommodated when requested by the City.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and inspection Services 4/6/2022)
V. Customer Service Plan
Our company was founded based on the core tenets of providing the highest quality customer service and
fulfilling clients' needs.
With effective execution of our Work Plan, Quality Assurance Plan, and Staffing Management Plan, we
consistently deliver high quality and on -time services.
❖ We interact professionally and courteously with our clients, design professionals, applicants, and others.
❖ We maintain open line of communication with our clients and is committed to being responsive to the City
Staff and representatives on regular basis and as situations arise.
• Upon execution of agreement, method(s) of communications and communication protocols will be
reviewed and confirmed with the City representatives.
• During the contract term, our designated Supervisor/Administrator will establish and maintain as a
primary communication with the City staff.
• For specific plan reviews and other specific tasks, City staff will be provided with the contact
information for the plan reviewers or assigned staff so that the City staff will have the option to directly
communicate with our staff.
❖ We respond and address clients' concerns and issues related proactively and timely. In all our responses we
share the same urgency as our clients.
• Our staff will be available to receive phone calls form the City staff during business hours.
• During business hours, we have a live person to answer telephone calls and diligently return calls on the
same business day.
• We will be available for cell phone calls with the City during business hours.
• Emails will be responded expeditiously.
❖ We are effective in resolving issues with minimum impact to or involvement by our clients.
• We proactively minimize the cause for potential issues by providing quality work which mitigate the
potential issues or conflicts with applicants or client agency's customers.
• Our staff and management are knowledgeable and have the experience to resolve expeditiously.
o When issues arise, they are resolved through clear communication and explanation of the
requirements to the applicants. All issues are resolved without compromising our client's
requirements.
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EXHIBIT B
SCHEDULE OF BILLING RATES
J. Lee Engineering, Inc. Page B-1 7-61
City of Newport Beach (RFP No. 22-45 BuildingPlan 'Review and Inspection Services 4/6/2022)
SECTION 5— J L E E
COST PROPOSAL E F
The following is the fee schedule for the Building Plan Review and Inspection Services for the City of Newport
Beach. The fee schedule will remain unchanged for the duration of the proposed contract term.
Our firm provide on -site services for building plan review, structural review; building inspection; and building
permit technician services.
I. On -Site (City of Newport Beach City Hall)
A. Plan Review Services
Sr. Plan Check Engineer $140.00 (All disciplines)
Plan Check Engineer $130.00 (All disciplines)
Sr. Plan Examiner $115.00 (All disciplines)
Plan Examiner $105.00 (All disciplines)
Fire Plan Review $140.00
Structural Engineer (S.E.) $160.00
Certified Access Specialist (CASp) $150.00
Geologist $150.00
Geotechnical Engineer $150.00
B. Structural Review Services
Structural Engineer (S.E.) $160.00
C. Building Inspection Services
Senior Inspector $115.00
Inspector $105.00
D. Building Permit Technician Services
Permit Technician $70.00
II. Off -Site — Regular Rate
A. Off -Site plan review service fee for the initial plan check and two (2) re -checks will be 70% of City building
plan review service fees.
B. All other plan reviews including, but not limited to, revisions after approval, deferred submittal, after 2na
recheck will be based on the hourly rates.
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City of Newport Beach (RFP No. 22-45 Building Plan Review and Inspection Services 4/61'2022)
III. Standard Hourly Rates
The following is the standard hourly rates for all other services:
Sr. Plan Check Engineer
$140.00
(All disciplines)
Plan Check Engineer
$130.00
(All disciplines)
Sr. Plan Examiner
$115.00
(All disciplines)
Plan Examiner
$105.00
(All disciplines)
Permit Technician
$70.00
Administration Service
$60.00
Senior Inspector $115.00
Inspector $105.00
Fire Plan Review $140.00
Structural Engineer (S.E.) $160.00
Certified Access Specialist (CASp) $150.00
Geologist $150.00
Geotechnical Engineer $150.00
IV. Details of Fee Schedule
A. No additional cost for plan pickup and delivery services.
B. The fees for "expedited" or "accelerated" off -site plan check services will be 1.5 times the regular rate.
C. The fees for "after -hour" inspection services will be 1.5 times the standard hourly rates.
D. The mileage while performing inspections will be reimbursed at Standard Mileage Rate per IRS at the
time of occurrence when a vehicle is not provided by the City for the inspection.
E. For on -site assignments, hours worked in exceeding of 40-hour workweek requested by the City will be
1.5 times the hourly rates.
F. Meetings will be charged at the standard hourly rate. For attendances at meetings requiring travel, a
minimum of 2 hours will be charged.
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EXHIBIT C
INSURANCE REQUIREMENTS — PROFESSIONAL SERVICES
1. Provision of Insurance. Without limiting Consultant's indemnification of City, and
prior to commencement of Work, Consultant shall obtain, provide and maintain at
its own expense during the term of this Agreement, policies of insurance of the
type and amounts described below and in a form satisfactory to City. Consultant
agrees to provide insurance in accordance with requirements set forth here. If
Consultant uses existing coverage to comply and that coverage does not meet
these requirements, Consultant agrees to amend, supplement or endorse the
existing coverage.
2. Acceptable Insurers. All insurance policies shall be issued by an insurance
company currently authorized by the Insurance Commissioner to transact
business of insurance in the State of California, with an assigned policyholders'
Rating of A- (or higher) and Financial Size Category Class VII (or larger) in
accordance with the latest edition of Best's Key Rating Guide, unless otherwise
approved by the City's Risk Manager.
3. Coverage Requirements.
A. Workers' Compensation Insurance. Consultant shall maintain Workers'
Compensation Insurance, statutory limits, and Employer's Liability
Insurance with limits of at least one million dollars ($1,000,000) each
accident for bodily injury by accident and each employee for bodily injury
by disease in accordance with the laws of the State of California, Section
3700 of the Labor Code.
Consultant shall submit to City, along with the certificate of insurance, a
Waiver of Subrogation endorsement in favor of City, its City Council,
boards and commissions, officers, agents, volunteers, employees and any
person or entity owning or otherwise in legal control of the property upon
which Consultant performs the Project and/or Services contemplated by
this Agreement.
B. General Liability Insurance. Consultant shall maintain commercial general
liability insurance, and if necessary umbrella liability insurance, with
coverage at least as broad as provided by Insurance Services Office form
CG 00 01, in an amount not less than one million dollars ($1,000,000) per
occurrence, two million dollars ($2,000,000) general aggregate. The
policy shall cover liability arising from premises, operations, personal and
advertising injury, and liability assumed under an insured contract
(including the tort liability of another assumed in a business contract).
C. Automobile Liability Insurance. Consultant shall maintain automobile
insurance at least as broad as Insurance Services Office form CA 00 01
covering bodily injury and property damage for all activities of Consultant
arising out of or in connection with Work to be performed under this
J. Lee Engineering, Inc. Page C-1 7-64
Agreement, including coverage for any owned, hired, non -owned or rented
vehicles, in an amount not less than one million dollars ($1,000,000)
combined single limit each accident.
D. Professional Liability (Errors & Omissions) Insurance. Consultant shall
maintain professional liability insurance that covers the Services to be
performed in connection with this Agreement, in the minimum amount of
one million dollars ($1,000,000) per claim and two million dollars
($2,000,000) in the aggregate. Any policy inception date, continuity date,
or retroactive date must be before the Effective Date of this Agreement
and Consultant agrees to maintain continuous coverage through a period
no less than three years after completion of the Services required by this
Agreement.
4. Other Insurance Requirements. The policies are to contain, or be endorsed to
contain, the following provisions:
A. Waiver of Subrogation. All insurance coverage maintained or procured
pursuant to this Agreement shall be endorsed to waive subrogation
against City, its City Council, boards and commissions, officers, agents,
volunteers, employees and any person or entity owning or otherwise in
legal control of the property upon which Consultant performs the Project
and/or Services contemplated by this Agreement or shall specifically allow
Consultant or others providing insurance evidence in compliance with
these requirements to waive their right of recovery prior to a loss.
Consultant hereby waives its own right of recovery against City, and shall
require similar written express waivers from each of its subconsultants.
B. Additional Insured Status. All liability policies including general liability,
excess liability, pollution liability, and automobile liability, if required, but
not including professional liability, shall provide or be endorsed to provide
that City, its City Council, boards and commissions, officers, agents,
volunteers, employees and any person or entity owning or otherwise in
legal control of the property upon which Consultant performs the Project
and/or Services contemplated by this Agreement shall be included as
insureds under such policies.
C. Primary and Non Contributory. All liability coverage shall apply on a
primary basis and shall not require contribution from any insurance or self-
insurance maintained by City.
D. Notice of Cancellation. All policies shall provide City with thirty (30)
calendar days' notice of cancellation (except for nonpayment for which ten
(10) calendar days' notice is required) or nonrenewal of coverage for each
required coverage.
5. Additional Agreements Between the Parties. The parties hereby agree to the
following:
J. Lee Engineering, Inc. Page C-2 7-65
A. Evidence of Insurance. Consultant shall provide certificates of insurance
to City as evidence of the insurance coverage required herein, along with
a waiver of subrogation endorsement for workers' compensation and other
endorsements as specified herein for each coverage. Insurance
certificates and endorsement must be approved by City's Risk Manager
prior to commencement of performance. Current certification of insurance
shall be kept on file with City at all times during the term of this
Agreement. The certificates and endorsements for each insurance policy
shall be signed by a person authorized by that insurer to bind coverage on
its behalf. At least fifteen (15) days prior to the expiration of any such
policy, evidence of insurance showing that such insurance coverage has
been renewed or extended shall be filed with the City. If such coverage is
cancelled or reduced, Consultant shall, within ten (10) days after receipt of
written notice of such cancellation or reduction of coverage, file with the
City evidence of insurance showing that the required insurance has been
reinstated or has been provided through another insurance company or
companies. City reserves the right to require complete, certified copies of
all required insurance policies, at any time.
B. City's Right to Revise Requirements. City reserves the right at any time
during the term of the Agreement to change the amounts and types of
insurance required by giving Consultant sixty (60) calendar days' advance
written notice of such change. If such change results in substantial
additional cost to Consultant, City and Consultant may renegotiate
Consultant's compensation.
C. Right to Review Subcontracts. Consultant agrees that upon request, all
agreements with subcontractors or others with whom Consultant enters
into contracts with on behalf of City will be submitted to City for review.
Failure of City to request copies of such agreements will not impose any
liability on City, or its employees. Consultant shall require and verify that
all subcontractors maintain insurance meeting all the requirements stated
herein, and Consultant shall ensure that City is an additional insured on
insurance required from subcontractors. For CGL coverage,
subcontractors shall provide coverage with a format at least as broad as
CG 20 38 04 13.
D. Enforcement of Agreement Provisions. Consultant acknowledges and
agrees that any actual or alleged failure on the part of City to inform
Consultant of non-compliance with any requirement imposes no additional
obligations on City nor does it waive any rights hereunder.
E. Requirements not Limiting. Requirements of specific coverage features or
limits contained in this Section are not intended as a limitation on
coverage, limits or other requirements, or a waiver of any coverage
normally provided by any insurance. Specific reference to a given
coverage feature is for purposes of clarification only as it pertains to a
given issue and is not intended by any party or insured to be all inclusive,
or to the exclusion of other coverage, or a waiver of any type. If the
J. Lee Engineering, Inc. Page C-3
7-66
Consultant maintains higher limits than the minimums shown above, the
City requires and shall be entitled to coverage for higher limits maintained
by the Consultant. Any available insurance proceeds in excess of the
specified minimum limits of insurance and coverage shall be available to
the City.
F. Self -insured Retentions. Any self -insured retentions must be declared to
and approved by City. City reserves the right to require that self -insured
retentions be eliminated, lowered, or replaced by a deductible. Self-
insurance will not be considered to comply with these requirements unless
approved by City.
G. City Remedies for Non -Compliance. If Consultant or any subconsultant
fails to provide and maintain insurance as required herein, then City shall
have the right but not the obligation, to purchase such insurance, to
terminate this Agreement, or to suspend Consultant's right to proceed until
proper evidence of insurance is provided. Any amounts paid by City shall,
at City's sole option, be deducted from amounts payable to Consultant or
reimbursed by Consultant upon demand.
H. Timely Notice of Claims. Consultant shall give City prompt and timely
notice of claims made or suits instituted that arise out of or result from
Consultant's performance under this Agreement, and that involve or may
involve coverage under any of the required liability policies. City assumes
no obligation or liability by such notice, but has the right (but not the duty)
to monitor the handling of any such claim or claims if they are likely to
involve City.
Consultant's Insurance. Consultant shall also procure and maintain, at its
own cost and expense, any additional kinds of insurance, which in its own
judgment may be necessary for its proper protection and prosecution of
the Work.
J. Lee Engineering, Inc. Page C-4
7-67
...... .. .
Name:
- .. _. ....
_
JLee Engineering, Inc.
Account Number:
FV00000790
_
Address:
........ .... ... .._....._
430 S. Garfield Avenue, #301, Alhambra, CA, 91801
Status:
Compliant with Waived Deficiencies.
:. A-'..-
Account Information
Account Number:
FV00000790
Risk Type:
Professional Services Agreement
Do Not Call:
�_
Address Updated:
Address Information
Mailing Address
Physical Address
Insured:
JLee Engineering, Inc.
Address 1:
430 S. Garfield Avenue
Address 2:
#301
Cily:
_.
Alhambra
....... ..
State:
CA
Zip:
91801
Country:
Contract Information
Contract Number:
Staff Augmentation and Plan Revievi Services
Contract Start Date:
06/2812022
Contract End date:
06;3012025
7-68
Attachment 6
Professional Services Agreement Amendment with Bureau Veritas North America, Inc.
7-69
AMENDMENT NO. THREE TO
PROFESSIONAL SERVICES AGREEMENT
WITH BUREAU VERITAS NORTH AMERICA, INC. FOR
STAFF AUGMENTATION AND PLAN REVIEW SERVICES
THIS AMENDMENT NO. THREE TO PROFESSIONAL SERVICES AGREEMENT
("Amendment No. Three") is made and entered into as of this 26th day of September,
2023. ("Effective Date"), by and between the CITY OF NEWPORT BEACH, a California
municipal corporation and charter city ("City"), and BUREAU VERITAS NORTH
AMERICA, INC., a Delaware corporation ("Consultant"), whose address on file with the
Secretary of State is 16800 Greenspoint Park Drive, Suite 300S, Houston, TX 77091 with
a local address of 220 Technology Drive, Suite 100, Irvine, CA 92618, and is made with
reference to the following:
RECITALS
A. On July 15, 2022, City and Consultant entered into a Professional Services
Agreement ("Agreement") for Staff Augmentation and Plan Review Services
("Project").
B. On October 19, 2022, City and Consultant entered into Amendment No. One to
the Agreement ("Amendment No. One") to increase the total compensation due to
a higher volume of work than was originally anticipated.
C. On February 2, 2023, City and Consultant entered into Amendment No. Two to the
Agreement ("Amendment No. Two") to increase the total compensation due to a
higher volume of work.
D. The parties desire to enter into this Amendment No. Three to increase the total
compensation due to a higher volume of work.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
1. COMPENSATION TO CONSULTANT
Section 4.1 of the Agreement is amended in its entirety and replaced with the
following: "City shall pay Consultant for the Services on a time and expense not -to -
exceed basis in accordance with the provisions of this Section and the Schedule of Billing
Rates attached hereto as Exhibit B and incorporated herein by reference. Consultant's
compensation for all Work performed in accordance with this Agreement, including all
reimbursable items and subconsultant fees, shall not exceed Two Hundred Seventy
Thousand Dollars and 001100 ($270,000.00), without prior written authorization from
City. No billing rate changes shall be made during the term of this Agreement without the
prior written approval of City."
The total amended compensation reflects Consultant's additional compensation
for additional Services to be performed in accordance with this Amendment No. Three,
7- 70
including all reimbursable items and subconsultant fees, in an amount not to exceed One
Hundred and Fifty Thousand Dollars and 00/100 ($150,000.00).
2. INTEGRATED CONTRACT
Except as expressly modified herein, all other provisions, terms, and covenants
set forth in the Agreement shall remain unchanged and shall be in full force and effect.
[SIGNATURES ON NEXT PAGE]
Bureau Veritas North America, Inc. Page 2
7- 71
IN WITNESS WHEREOF, the parties have caused this Amendment No. Three to
be executed on the dates written below.
APPROVED AS TO FORM:
CITY ATT RNEY'S OFFICE
Date: 2-'1 Za
By: C�
a on C. Harp Z
Cify Attorney I/
Y23
ATTEST:
Date:
in
Leilani I. Brown
City Clerk
CITY OF NEWPORT BEACH,
a California municipal corporation
Date:
By:
Noah Blom
Mayor
CONSULTANT: Bureau Veritas North
America, Inc., a California corporation
Date:
Bv:
Manuel (Craig) Baptista
Vice President
(END OF SIGNATURES]
Bureau Veritas North America, Inc. Page 3
7- 72
CITY OF NEWPORT BEACH i
100 Civic Center Drive
Newport Beach, California 92660
949 644-3005 1 949 644-3039 FAX
newportbeachca.gov/cityclerk
February 8, 2023
Bureau Veritas North America, Inc.
Attn: Trang Huynh, P.E., C.B.O
1000 Jupiter Road, Suite 900
Plano, TX 75074
Re: City Contract No. 8910-1
Dear Trang Huynh:
Enclosed please find your executed copy of Amendment No. Two to the Professional
Services Agreement for Staff Augmentation and Plan Review Services.
If you have any questions or need additional information, please contact Administrative
Analyst Brittany Ramirez at (949) 644-3239.
Sincerely,
Leilani I. Brown, MMC
City Clerk
Enclosures
cc: Brittany Ramirez, Community Development (via email)
AMENDMENT NO. TWO TO
PROFESSIONAL SERVICES AGREEMENT
WITH BUREAU VERITAS NORTH AMERICA, INC. FOR
STAFF AUGMENTATION AND PLAN REVIEW SERVICES
THIS AMENDMENT NO. TWO TO PROFESSIONAL SERVICES AGREEMENT
("Amendment No. Two") is made and entered into as of this 2nd day of February, 2023
("Effective Date"), by and between the CITY OF NEWPORT BEACH, a California
municipal corporation and charter city ("City"), and BUREAU VERITAS NORTH
AMERICA, INC., a Delaware corporation ("Consultant"), whose address on file with the
Secretary of State is 1601 Sawgrass Corporate Parkway, Suite 400, Fort Lauderdale,
Florida 33323, with a local address of 220 Technology Drive, Suite 100, Irvine, California
92618 and is made with reference to the following:
RECITALS
A. On July 15, 2022, City and Consultant entered into a Professional Services
Agreement ("Agreement") for Staff Augmentation and Plan Review Services
("Project").
B. On October 19, 2022, City and Consultant entered into Amendment No. One to
the Agreement ("Amendment No. One") to reflect additional services not previously
included in the Agreement, increase the total compensation, and to update the
Administration section.
C. Since entering into the Amendment, Consultant was asked to perform a higher
volume of Work than was originally anticipated.
D. The parties desire to enter into this Amendment No. Two to reflect these additional
Services or Work not included in the Agreement, as amended, and to increase the
total compensation.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
1. COMPENSATION TO CONSULTANT
Section 4.1 of the Agreement is amended in its entirety and replaced with the
following: "City shall pay Consultant for the Services on a time and expense not -to -
exceed basis in accordance with the provisions of this Section and the Schedule of Billing
Rates attached hereto as Exhibit B and incorporated herein by reference. Consultant's
compensation for all Work performed in accordance with this Agreement, including all
reimbursable items and subconsultant fees, shall not exceed One Hundred Twenty
Thousand Dollars and 00/100 ($120,000.00), without prior written authorization from
City. No billing rate changes shall be made during the term of this Agreement without the
prior written approval of City."
The total amended compensation reflects Consultant's additional compensation
for additional Services to be performed in accordance with this Amendment No. Two,
Bureau Veritas North America, Inc. Page 1 7-74
including all reimbursable items and subconsultant fees, in an amount not to exceed
Forty Five Thousand Dollars and 00/100 ($45,000.00).
2. INTEGRATED CONTRACT
Except as expressly modified herein, all other provisions, terms, and covenants
set forth in the Agreement shall remain unchanged and shall be in full force and effect.
[SIGNATURES ON NEXT PAGE]
Bureau Veritas North America, Inc. Page 2 7-75
IN WITNESS WHEREOF, the parties have caused this Amendment No. Two to be
executed on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEYS OFFICE
Date: I az3
By: (�s�
ron C. Harp 2�
City Attorney pm�,
ATTEST:
Date:
_ ilati
►.I.-A�,fCity Clerk
,ni%ltUl_
CITY OF NEWPORT BEACH,
a California municipal corporation
Dater ?' Z'
By:
Gra Leung
Ci anager
CONSULTANT: BUREAU VERITAS
NORTH AMERICA, INC., a Delaware
corporation
Date: 0 1 311244
By: j/j/ YA/'Z�
an el (Craig) Baptista
Vice President
[END OF SIGNATURES]
Bureau Veritas North America, Inc. Page 3 7-76
CITY OF NEWPORT BEACH
100 Civic Center Drive
Newport Beach, California 92660
949 644-3005 1 949 644-3039 FAX
newportbeachca.gov/cityclerk
October 25, 2022
Bureau Veritas North America, Inc.
Attn: Trang Huynh, P.E., C.B.O
1000 Jupiter Road, Suite 900
Plano, TX 75074
Re: City Contract No. 8910-1
Dear Trang Huynh:
Enclosed please find your executed copy of Amendment No. One to the Professional
Services Agreement for Staff Augmentation and Plan Review Services.
If you have any questions or need additional information, please contact Administrative
Analyst Brittany Ramirez at (949) 644-3239.
Sincerely,
f
Leilani L Brown, MMC
City Clerk
Enclosures
cc: Brittany Ramirez, Community Development (via email)
AMENDMENT NO. ONE TO
PROFESSIONAL SERVICES AGREEMENT
WITH BUREAU VERITAS NORTH AMERICA, INC. FOR
STAFF AUGMENTATION AND PLAN REVIEW SERVICES
THIS AMENDMENT NO. ONE TO PROFESSIONAL SERVICES AGREEMENT
("Amendment No. One") is made and entered into as of this 19th day of October, 2022
("Effective Date"), by and between the CITY OF NEWPORT BEACH, a California
municipal corporation and charter city ("City"), and BUREAU VERITAS NORTH
AMERICA, INC., a California corporation ("Consultant"), whose address on file with the
Secretary of State is 1601 Sawgrass Corporate Parkway, Suite 400, Fort Lauderdale,
Florida 33323, with a local address of 220 Technology Drive, Suite 100, Irvine, California
92618, and is made with reference to the following:
RECITALS
A. On July 15, 2022, City and Consultant entered into a Professional Services
Agreement ("Agreement") for Staff Augmentation and Plan Review Services
("Project").
B. Since entering into the Agreement, Consultant was asked to perform a higher
volume of Work than was originally anticipated.
C. The parties desire to enter into this Amendment No. One to reflect additional
Services not anticipated in the Agreement, to increase the total compensation, and
to update the Administration section.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows-
1 . COMPENSATION TO CONSULTANT
Section 4.1 of the Agreement is amended in its entirety and replaced with the
following: "City shall pay Consultant for the Services on a time and expense not -to -exceed
basis in accordance with the provisions of this Section and the Schedule of Billing Rates
attached hereto as Exhibit B and incorporated herein by reference. Consultant's
compensation for all Work performed in accordance with this Agreement, including all
reimbursable items and subconsultant fees, shall not exceed Seventy Five Thousand
Dollars and 00/100 ($75,000.00), without prior written authorization from City. No billing
rate changes shall be made during the term of this Agreement without the prior written
approval of City."
The total amended compensation reflects Consultant's additional compensation
for additional Services to be performed in accordance with this Amendment No. One ,
including all reimbursable items and subconsultant fees, in an amount not to exceed
Thirty Thousand Dollars and 00/100 ($30,000.00).
Bureau Veritas North America, Inc. Page 1 7-78
2. ADMINISTRATION
Section 6 of the Agreement shall be amended in its entirety and replaced with the
following:
"This Agreement will be administered by the Community Development
Department. City's Deputy Community Development Director/Chief Building Official or
designee shall be the Project Administrator and shall have the authority to act for City
under this Agreement. The Project Administrator shall represent City in all matters
pertaining to the Services to be rendered pursuant to this Agreement."
3. INTEGRATED CONTRACT
Except as expressly modified herein, all other provisions, terms, and covenants
set forth in the Agreement shall remain unchanged and shall be in full force and effect.
[SIGNATURES ON NEXT PAGE]
Bureau Veritas North America, Inc. Page 2 7-79
IN WITNESS WHEREOF, the parties have caused this Amendment No. One to be
executed on the dates written below.
APPROVED AS TO FORM: CITY OF NEWPORT BEACH,
CITY ATTORNEY'S OFFICE a California mupicipo corporation
Date:_ 70 !��%ZZ Date: 2
By. to� B
on C. Harp mone Jurji
City Attorney �"�i4��2 Community ve opment Director
ATTEST:
Date:20g:
By. #AAA,
Leilani I. Brown
City Clerk
CONSULTANT: Bureau Veritas North,
America, Inc., a California corporation
Datig
October 18, 2022
By.
M'g) aptista
Vice President
[END OF SIGNATURES]
Bureau Veritas North America, Inc. Page 3 7_80
CITY OF-ME1,'+lF ORT BEACH
100 Civic Center Drive
Newport Beach, California 92660
949 644-3005 1 949 644-3039 FAX
newportbeachca.gov/cityclerk
July 27, 2022
Bureau Veritas North America, Inc.
Attn: Trang Huynh, P.E., C.B.O
1000 Jupiter Road, Suite 900
Plano, TX 75074
Re: Contract No. 8910-1
Dear Trang Huynh:
Enclosed please find your executed copy of the Professional Services Agreement for Staff
Augmentation and Plan Review Services.
If you have any questions or need additional information, please contact Administrative
Analyst Brittany Ramirez at (949) 644-3239.
Sincerely,
Leilani I. Brown, MMC
City Clerk
Enclosures
cc: Brittany Ramirez, Community Development (via email)
PROFESSIONAL SERVICES AGREEMENT
WITH BUREAU VERITAS NORTH AMERICA, INC. FOR
STAFF AUGMENTATION AND PLAN REVIEW SERVICES
THIS PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and
entered into as of this 15th day of July, 2022 ("Effective Date"), by and between the CITY
OF NEWPORT BEACH, a California municipal corporation and charter city ("City"), and
BUREAU VERITAS NORTH AMERICA, INC., a Delaware corporation ("Consultant"),
whose address on file with the Secretary of State is 1601 Sawgrass Corporate Parkway,
Suite 400, Fort Lauderdale, Florida 33323, with a local address of 220 Technology Drive,
Suite 100, Irvine, California 92618, and is made with reference to the following, and is
made with reference to the following:
RECITALS
A. City is a municipal corporation duly organized and validly existing under the laws
of the State of California with the power to carry on its business as it is now being
conducted under the statutes of the State of California and the Charter of City.
B. City desires to engage Consultant to provide Staff Augmentation and Plan Review
Services ("Project").
C. Consultant possesses the skill, experience, ability, background, certification and
knowledge to provide the professional services described in this Agreement.
D. City has solicited and received a proposal from Consultant, has reviewed the
previous experience and evaluated the expertise of Consultant, and desires to
retain Consultant to render professional services under the terms and conditions
set forth in this Agreement.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
1. TERM
The term of this Agreement shall commence on the Effective Date, and shall
terminate on July 14, 2025, unless terminated earlier as set forth herein.
2. SERVICES TO BE PERFORMED
Consultant shall diligently perform all the services described in the Scope of
Services attached hereto as Exhibit A and incorporated herein by reference ("Services"
or "Work"). City may elect to delete certain Services within the Scope of Services at its
sole discretion.
7-82
3. TIME OF PERFORMANCE
3.1 Time is of the essence in the performance of Services under this Agreement
and Consultant shall perform the Services in accordance with the schedule included in
Exhibit A. In the absence of a specific schedule, the Services shall be performed to
completion in a diligent and timely manner. The failure by Consultant to strictly adhere to
the schedule set forth in Exhibit A, if any, or perform the Services in a diligent and timely
manner may result in termination of this Agreement by City.
3.2 Notwithstanding the foregoing, Consultant shall not be responsible for
delays due to causes beyond Consultant's reasonable control. However, in the case of
any such delay in the Services to be provided for the Project, each party hereby agrees
to provide notice within two (2) calendar days of the occurrence causing the delay to the
other party so that all delays can be addressed.
3.3 Consultant shall submit all requests for extensions of time for performance
in writing to the Project Administrator as defined herein not later than ten (10) calendar
days after the start of the condition that purportedly causes a delay. The Project
Administrator shall review all such requests and may grant reasonable time extensions
for unforeseeable delays that are beyond Consultant's control.
3.4 For all time periods not specifically set forth herein, Consultant shall
respond in the most expedient and appropriate manner under the circumstances, by
hand -delivery or mail.
4. COMPENSATION TO CONSULTANT
4.1 City shall pay Consultant for the Services on a time and expense not -to -
exceed basis in accordance with the provisions of this Section and the Schedule of Billing
Rates attached hereto as Exhibit B and incorporated herein by reference. Consultant's
compensation for all Work performed in accordance with this Agreement, including all
reimbursable items and subconsultant fees, shall not exceed Forty Five Thousand
Dollars and 00/100 ($45,000.00), without prior written authorization from City. No billing
rate changes shall be made during the term of this Agreement without the prior written
approval of City.
4.2 Consultant shall submit monthly invoices to City describing the Work
performed the preceding month. Consultant's bills shall include the name of the person
who performed the Work, a brief description of the Services performed and/or the specific
task in the Scope of Services to which it relates, the date the Services were performed,
the number of hours spent on all Work billed on an hourly basis, and a description of any
reimbursable expenditures. City shall pay Consultant no later than thirty (30) calendar
days after approval of the monthly invoice by City staff.
4.3 City shall reimburse Consultant only for those costs or expenses specifically
identified in Exhibit B to this Agreement or specifically approved in writing in advance by
City.
Bureau Veritas North America, Inc. Page 2
7-83
4.4 Consultant shall not receive any compensation for Extra Work performed
without the prior written authorization of City. As used herein, "Extra Work" means any
Work that is determined by City to be necessary for the proper completion of the Project,
but which is not included within the Scope of Services and which the parties did not
reasonably anticipate would be necessary at the execution of this Agreement.
Compensation for any authorized Extra Work shall be paid in accordance with the
Schedule of Billing Rates as set forth in Exhibit B.
5. PROJECT MANAGER
5.1 Consultant shall designate a Project Manager, who shall coordinate all
phases of the Project. This Project Manager shall be available to City at all reasonable
times during the Agreement term. Consultant has designated Trang Huynh, P.E., C.B.O.
to be its Project Manager. Consultant shall not remove or reassign the Project Manager
or any personnel listed in Exhibit A or assign any new or replacement personnel to the
Project without the prior written consent of City. City's approval shall not be unreasonably
withheld with respect to the removal or assignment of non -key personnel.
5.2 Consultant, at the sole discretion of City, shall remove from the Project any
of its personnel assigned to the performance of Services upon written request of City.
Consultant warrants that it will continuously furnish the necessary personnel to complete
the Project on a timely basis as contemplated by this Agreement.
5.3 If Consultant is performing inspection services for City, the Project Manager
and any other assigned staff shall be equipped with a cellular phone to communicate with
City staff. The Project Manager's cellular phone number shall be provided to City.
6. ADMINISTRATION
This Agreement will be administered by the Community Development Department.
City's Acting Deputy Community Development Director/Chief Building Official or designee
shall be the Project Administrator and shall have the authority to act for City under this
Agreement. The Project Administrator shall represent City in all matters pertaining to the
Services to be rendered pursuant to this Agreement.
7. CITY'S RESPONSIBILITIES
To assist Consultant in the execution of its responsibilities under this Agreement,
City agrees to provide access to and upon request of Consultant, one copy of all existing
relevant information on file at City. City will provide all such materials in a timely manner
so as not to cause delays in Consultant's Work schedule.
8. STANDARD OF CARE
8.1 All of the Services shall be performed by Consultant or under Consultant's
supervision. Consultant represents that it possesses the professional and technical
personnel required to perform the Services required by this Agreement, and that it will
perform all Services in a manner commensurate with community professional standards
Bureau Veritas North America, Inc. Page 3
7-84
and with the ordinary degree of skill and care that would be used by other reasonably
competent practitioners of the same discipline under similar circumstances. All Services
shall be performed by qualified and experienced personnel who are not employed by City.
By delivery of completed Work, Consultant certifies that the Work conforms to the
requirements of this Agreement, all applicable federal, state and local laws, and legally
recognized professional standards.
8.2 Consultant represents and warrants to City that it has, shall obtain, and shall
keep in full force and effect during the term hereof, at its sole cost and expense, all
licenses, permits, qualifications, insurance and approvals of whatsoever nature that is
legally required of Consultant to practice its profession. Consultant shall maintain a City
of Newport Beach business license during the term of this Agreement.
8.3 Consultant shall not be responsible for delay, nor shall Consultant be
responsible for damages or be in default or deemed to be in default by reason of strikes,
lockouts, accidents, acts of God, or the failure of City to furnish timely information or to
approve or disapprove Consultant's Work promptly, or delay or faulty performance by
City, contractors, or governmental agencies.
9. HOLD HARMLESS
9.1 To the fullest extent permitted by law, Consultant shall indemnify, defend
and hold harmless City, its City Council, boards and commissions, officers, agents,
volunteers, employees and any person or entity owning or otherwise in legal control of
the property upon which Consultant performs the Project and/or Services contemplated
by this Agreement (collectively, the "Indemnified Parties"), from and against any and all
claims (including, without limitation, claims for bodily injury, death or damage to property),
demands, obligations, damages, actions, causes of action, suits, losses, judgments,
fines, penalties, liabilities, costs and expenses (including, without limitation, attorneys'
fees, disbursements and court costs) of every kind and nature whatsoever (individually,
a Claim; collectively, "Claims"), and which relate (directly or indirectly) to the negligence,
recklessness, or willful misconduct of the Consultant or its principals, officers, agents,
employees, vendors, suppliers, subconsultants, subcontractors, anyone employed
directly or indirectly by any of them or for whose acts they may be liable, or any or all of
them, and/or if it is subsequently determined that an employee of Consultant is not an
independent contractor.
9.2 Notwithstanding the foregoing, nothing herein shall be construed to require
Consultant to indemnify the Indemnified Parties from any Claim arising from the sole
negligence, active negligence or willful misconduct of the Indemnified Parties. Nothing in
this indemnity shall be construed as authorizing any award of attorneys' fees in any action
on or to enforce the terms of this Agreement. This indemnity shall apply to all claims and
liability regardless of whether any insurance policies are applicable. The policy limits do
not act as a limitation upon the amount of indemnification to be provided by the
Consultant.
Bureau Veritas North America, Inc. Page 4
7-85
10. INDEPENDENT CONTRACTOR
10.1 It is understood that City retains Consultant on an independent contractor
basis and Consultant is not an agent or employee of City. The manner and means of
conducting the Work are under the control of Consultant, except to the extent they are
limited by statute, rule or regulation and the expressed terms of this Agreement. No civil
service status or other right of employment shall accrue to Consultant or its employees.
Nothing in this Agreement shall be deemed to constitute approval for Consultant or any
of Consultant's employees or agents, to be the agents or employees of City. Consultant
shall have the responsibility for and control over the means of performing the Work,
provided that Consultant is in compliance with the terms of this Agreement. Anything in
this Agreement that may appear to give City the right to direct Consultant as to the details
of the performance of the Work or to exercise a measure of control over Consultant shall
mean only that Consultant shall follow the desires of City with respect to the results of the
Services.
10.2 Consultant agrees and acknowledges that no individual performing
Services or Work pursuant to this Agreement shall: work full-time for more than six (6)
months; work regular part-time service of at least an average of twenty (20) hours per
week for one year or longer; work nine hundred sixty (960) hours in any fiscal year; or
already be a CalPERS member.
11. COOPERATION
Consultant agrees to work closely and cooperate fully with City's designated
Project Administrator and any other agencies that may have jurisdiction or interest in the
Work to be performed. City agrees to cooperate with the Consultant on the Project.
12. CITY POLICY
Consultant shall discuss and review all matters relating to policy and Project
direction with City's Project Administrator in advance of all critical decision points in order
to ensure the Project proceeds in a manner consistent with City goals and policies.
13. PROGRESS
Consultant is responsible for keeping the Project Administrator informed on a
regular basis regarding the status and progress of the Project, activities performed and
planned, and any meetings that have been scheduled or are desired.
14. INSURANCE
Without limiting Consultant's indemnification of City, and prior to commencement
of Work, Consultant shall obtain, provide and maintain at its own expense during the term
of this Agreement or for other periods as specified in this Agreement, policies of insurance
of the type, amounts, terms and conditions described in the Insurance Requirements
attached hereto as Exhibit C, and incorporated herein by reference.
Bureau Veritas North America, Inc. Page 5
7-86
15. PROHIBITION AGAINST ASSIGNMENTS AND TRANSFERS
Except as specifically authorized under this Agreement, the Services to be
provided under this Agreement shall not be assigned, transferred contracted or
subcontracted out without the prior written approval of City. Any of the following shall be
construed as an assignment: The sale, assignment, transfer or other disposition of any
of the issued and outstanding capital stock of Consultant, or of the interest of any general
partner or joint venturer or syndicate member or cotenant if Consultant is a partnership or
joint -venture or syndicate or co -tenancy, which shall result in changing the control of
Consultant. Control means fifty percent (50%) or more of the voting power or twenty-five
percent (25%) or more of the assets of the corporation, partnership or joint -venture.
16. SUBCONTRACTING
The subcontractors authorized by City, if any, to perform Work on this Project are
identified in Exhibit A. Consultant shall be fully responsible to City for all acts and
omissions of any subcontractor. Nothing in this Agreement shall create any contractual
relationship between City and any subcontractor nor shall it create any obligation on the
part of City to pay or to see to the payment of any monies due to any such subcontractor
other than as otherwise required by law. City is an intended beneficiary of any Work
performed by the subcontractor for purposes of establishing a duty of care between the
subcontractor and City. Except as specifically authorized herein, the Services to be
provided under this Agreement shall not be otherwise assigned, transferred, contracted
or subcontracted out without the prior written approval of City.
17. OWNERSHIP OF DOCUMENTS
17.1 Each and every report, draft, map, record, plan, document and other writing
produced, including but not limited to, websites, blogs, social media accounts and
applications (hereinafter "Documents"), prepared or caused to be prepared by Consultant,
its officers, employees, agents and subcontractors, in the course of implementing this
Agreement, shall become the exclusive property of City, and City shall have the sole right
to use such materials in its discretion without further compensation to Consultant or any
other party. Additionally, all material posted in cyberspace by Consultant, its officers,
employees, agents and subcontractors, in the course of implementing this Agreement,
shall become the exclusive property of City, and City shall have the sole right to use such
materials in its discretion without further compensation to Consultant or any other party.
Consultant shall, at Consultant's expense, provide such Documents, including all logins
and password information to City upon prior written request.
17.2 Documents, including drawings and specifications, prepared by Consultant
pursuant to this Agreement are not intended or represented to be suitable for reuse by
City or others on any other project. Any use of completed Documents for other projects
and any use of incomplete Documents without speck written authorization from
Consultant will be at City's sole risk and without liability to Consultant. Further, any and
all liability arising out of changes made to Consultant's deliverables under this Agreement
by City or persons other than Consultant is waived against Consultant, and City assumes
Bureau Veritas North America, Inc. Page 6
7-87
full responsibility for such changes unless City has given Consultant prior notice and has
received from Consultant written consent for such changes.
17.3 All written documents shall be transmitted to City in formats compatible with
Microsoft Office and/or viewable with Adobe Acrobat.
18. CONFIDENTIALITY
All Documents, including drafts, preliminary drawings or plans, notes and
communications that result from the Services in this Agreement, shall be kept confidential
unless City expressly authorizes in writing the release of information.
19. INTELLECTUAL PROPERTY INDEMNITY
Consultant shall defend and indemnify City, its agents, officers, representatives
and employees against any and all liability, including costs, for infringement or alleged
infringement of any United States' letters patent, trademark, or copyright, including costs,
contained in Consultant's Documents provided under this Agreement.
20. RECORDS
Consultant shall keep records and invoices in connection with the Services to be
performed under this Agreement. Consultant shall maintain complete and accurate
records with respect to the costs incurred under this Agreement and any Services,
expenditures and disbursements charged to City, for a minimum period of three (3) years,
or for any longer period required by law, from the date of final payment to Consultant
under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of City to examine, audit and make transcripts or
copies of such records and invoices during regular business hours. Consultant shall allow
inspection of all Work, data, Documents, proceedings and activities related to the
Agreement for a period of three (3) years from the date of final payment to Consultant
under this Agreement.
21. WITHHOLDINGS
City may withhold payment to Consultant of any disputed sums until satisfaction of
the dispute with respect to such payment. Such withholding shall not be deemed to
constitute a failure to pay according to the terms of this Agreement. Consultant shall not
discontinue Work as a result of such withholding. Consultant shall have an immediate
right to appeal to the City Manager or designee with respect to such disputed sums.
Consultant shall be entitled to receive interest on any withheld sums at the rate of return
that City earned on its investments during the time period, from the date of withholding of
any amounts found to have been improperly withheld.
22. ERRORS AND OMISSIONS
In the event of errors or omissions that are due to the negligence or professional
inexperience of Consultant which result in expense to City greater than what would have
Bureau Veritas North America, Inc. Page 7
7-88
resulted if there were not errors or omissions in the Work accomplished by Consultant,
the additional design, construction and/or restoration expense shall be borne by
Consultant. Nothing in this Section is intended to limit City's rights under the law or any
other sections of this Agreement.
23. CITY'S RIGHT TO EMPLOY OTHER CONSULTANTS
City reserves the right to employ other Consultants in connection with the Project.
24. CONFLICTS OF INTEREST
24.1 Consultant or its employees may be subject to the provisions of the
California Political Reform Act of 1974 (the "Act") and/or Government Code §§ 1090 et
seq., which (1) require such persons to disclose any financial interest that may
foreseeably be materially affected by the Work performed under this Agreement, and (2)
prohibit such persons from making, or participating in making, decisions that will
foreseeably financially affect such interest.
24.2 If subject to the Act and/or Government Code §§ 1090 et seg., Consultant
shall conform to all requirements therein. Failure to do so constitutes a material breach
and is grounds for immediate termination of this Agreement by City. Consultant shall
indemnify and hold harmless City for any and all claims for damages resulting from
Consultant's violation of this Section.
25. NOTICES
25.1 All notices, demands, requests or approvals, including any change in
mailing address, to be given under the terms of this Agreement shall be given in writing,
and conclusively shall be deemed served when delivered personally, or on the third
business day after the deposit thereof in the United States mail, postage prepaid, first-
class mail, addressed as hereinafter provided.
25.2 All notices, demands, requests or approvals from Consultant to City shall
be addressed to City at:
Attn: Acting Deputy Community Development Director/Chief Building
Official
Community Development Department
City of Newport Beach
100 Civic Center Drive
PO Box 1768
Newport Beach, CA 92658
Bureau Veritas North America, Inc. Page 8
7-89
25.3 All notices, demands, requests or approvals from City to Consultant shall
be addressed to Consultant at:
Attn: Trang Huynh, P.E., C.B.O.
Bureau Veritas North America, Inc.
1000 Jupiter Road, Suite 900
Plano, TX 75074
26. CLAIMS
Unless a shorter time is specified elsewhere in this Agreement, before making its
final request for payment under this Agreement, Consultant shall submit to City, in writing,
all claims for compensation under or arising out of this Agreement. Consultant's
acceptance of the final payment shall constitute a waiver of all claims for compensation
under or arising out of this Agreement except those previously made in writing and
identified by Consultant in writing as unsettled at the time of its final request for payment.
Consultant and City expressly agree that in addition to any claims filing requirements set
forth in the Agreement, Consultant shall be required to file any claim Consultant may have
against City in strict conformance with the Government Claims Act (Government Code
sections 900 et seq.).
27. TERMINATION
27.1 In the event that either party fails or refuses to perform any of the provisions
of this Agreement at the time and in the manner required, that party shall be deemed in
default in the performance of this Agreement. If such default is not cured within a period
of two (2) calendar days, or if more than two (2) calendar days are reasonably required
to cure the default and the defaulting party fails to give adequate assurance of due
performance within two (2) calendar days after receipt of written notice of default,
specifying the nature of such default and the steps necessary to cure such default, and
thereafter diligently take steps to cure the default, the non -defaulting party may terminate
the Agreement forthwith by giving to the defaulting party written notice thereof.
27.2 Notwithstanding the above provisions, City shall have the right, at its sole
and absolute discretion and without cause, of terminating this Agreement at any time by
giving no less than seven (7) calendar days' prior written notice to Consultant. In the
event of termination under this Section, City shall pay Consultant for Services
satisfactorily performed and costs incurred up to the effective date of termination for which
Consultant has not been previously paid. On the effective date of termination, Consultant
shall deliver to City all reports, Documents and other information developed or
accumulated in the performance of this Agreement, whether in draft or final form.
28. STANDARD PROVISIONS
28.1 Recitals. City and Consultant acknowledge that the above Recitals are true
and correct and are hereby incorporated by reference into this Agreement.
Bureau Veritas North America, Inc. Page 9
7-90
28.2 Compliance with all Laws. Consultant shall, at its own cost and expense,
comply with all statutes, ordinances, regulations and requirements of all governmental
entities, including federal, state, county or municipal, whether now in force or hereinafter
enacted. In addition, all Work prepared by Consultant shall conform to applicable City,
county, state and federal laws, rules, regulations and permit requirements and be subject
to approval of the Project Administrator and City.
28.3 Waiver. A waiver by either party of any breach, of any term, covenant or
condition contained herein shall not be deemed to be a waiver of any subsequent breach
of the same or any other term, covenant or condition contained herein, whether of the
same or a different character.
28.4 Integrated Contract. This Agreement represents the full and complete
understanding of every kind or nature whatsoever between the parties hereto, and all
preliminary negotiations and agreements of whatsoever kind or nature are merged herein.
No verbal agreement or implied covenant shall be held to vary the provisions herein.
28.5 Conflicts or Inconsistencies. In the event there are any conflicts or
inconsistencies between this Agreement and the Scope of Services or any other
attachments attached hereto, the terms of this Agreement shall govern.
28.6 Interpretation. The terms of this Agreement shall be construed in
accordance with the meaning of the language used and shall not be construed for or
against either party by reason of the authorship of the Agreement or any other rule of
construction which might otherwise apply.
28.7 Amendments. This Agreement may be modified or amended only by a
written document executed by both Consultant and City and approved as to form by the
City Attorney.
28.8 Severability. If any term or portion of this Agreement is held to be invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions of this Agreement shall continue in full force and effect.
28.9 Controllinq Law and Venue. The laws of the State of California shall govern
this Agreement and all matters relating to it and any action brought relating to this
Agreement shall be adjudicated in a court of competent jurisdiction in the County of
Orange, State of California.
28.10 Equal Opportunity Employment. Consultant represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, employee
or applicant for employment because race, religious creed, color, national origin,
ancestry, physical handicap, medical condition, marital status, sex, sexual orientation,
age or any other impermissible basis under law.
28.11 No Attorneys' Fees. In the event of any dispute or legal action arising under
this Agreement, the prevailing party shall not be entitled to attorneys' fees.
Bureau Veritas North America, Inc. Page 10
7-91
28.12 Counterparts. This Agreement may be executed in two (2) or more
counterparts, each of which shall be deemed an original and all of which together shall
constitute one (1) and the same instrument.
[SIGNATURES ON NEXT PAGE]
Bureau Veritas North America, Inc. Page 11
7-92
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date:-7/IL/ZZ
By: V(C� r)
ron C. Harp
ty Attorney
ATTEST:
Date:
Brown
City Clerk
CITY OF NEWPORT BEACH,
a California m nic'pal corporation
Date: /w z—z..L_
By:
Seimone Judis
Community Development Director
CONSULTANT: BUREAU VERITAS
NORTH AMERICA, INC., a California
corporation
Date:
Signed in Counterpart
By:
Manuel (Craig) Baptista
Vice President
0't
[END OF SIGNATURES]
Attachments: Exhibit A — Scope of Services
Exhibit B — Schedule of Billing Rates
Exhibit C — Insurance Requirements
Bureau Veritas North America, Inc. Page 12 7-93
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: _7/I Z/Zz..
CITY OF NEWPORT BEACH,
a California municipal corporation
Date:
By: U 6/, By:
ron C. Harp Seimone Judis
Attorney Community Development Director
ATTEST: CONSULTANT: BUREAU VERITAS
Date: NORTH AMERICA, INC., a California
corporation
Date: Auly 13, 2022
i,
By: By:
Leilani I. Brown Manuel (Craig) Ba0fista
City Clerk Vice President
[END OF SIGNATURES]
Attachments: Exhibit A — Scope of Services
Exhibit B — Schedule of Billing Rates
Exhibit C — Insurance Requirements
Bureau Veritas North America, Inc. Page 12
7-94
EXHIBIT A
SCOPE OF SERVICES
Bureau Veritas North America, Inc. Page A-1 7-95
SCOPE OF SERVICES
EMPLOYMENT PROVISION
Consultant agrees that in carrying out its responsibilities under this agreement, and in particular with regard
to the employment of persons and sub -Consultants working on the contract, it will not discriminate on the
basis of race, color, creed, national origin, religion, sex, age, or handicap. In the event any of the work,
performed by Consultant here under, is subcontracted to another person or firm (with approval of the City
as required herein), sub -contract shall contain a similar provision.
Consultant will ensure their individuals will not work:
• more than 960 hours a year at the City;
• full-time for more than six (6) months;
• regular part-time service of at least twenty (20) hours per week for one year or
longer;
Consultant will ensure they maintain control of the manner and means of their individual's work schedules;
and Consultant will ensure their individuals, working on City projects, understand they do not work for the
City and there is no employee/employer relationship.
SECTION A: BUILDING PLAN REVIEW SERVICES
Consultant shall assist the City's Building Division with timely and accurate plan check services for the
following scope of plan check. The Consultant shall provide consultants on staff. Consultant shall:
• Review residential, commercial and industrial buildings for compliance with the City -adopted codes,
including California Building and Residential Codes, Green Code, Mechanical Code, Plumbing
Code, and Electrical Code; The City of Newport Beach Municipal Code; and State Energy
Conservation requirements.
• Provide one (1) Fire Plans Examiner to review fire code plans for residential, commercial and
industrial projects, working off -site and attending meetings, as directed by the Fire Marshal.
• Provide written notification to each applicant, consisting of a complete electronically -generated plan
check letter, which outlines the documents reviewed, instructions to the applicant regarding the
processing of documents, and a listing of plan check comments. The plan check comments will refer
RFP No. 22-45
13
7-96
to appropriate sheets, details or calculations pages and the code section of concern. Comments
shall specify the apparent code violation.
• Be available, during regular business hours, to discuss and clarify plan check issues with applicants,
designers, owners and consultants. Resolution of code issues may be performed by telephone, or
meetings, prior to resubmitting corrected plans and documents.
• Attend all required meetings as directed by the Chief Building Official.
• Review soils report, for compliance with CBC, for the proposed scope of work.
• Review grading plans to assure conformance with City codes, written policies and standard
specifications and compliance with the recommendations, specifications and details contained in
the submitted soils report and assure that all appropriate details are shown on the plans. Review
quantity calculations to assure accuracy and completeness.
• Review surveys, in accordance with City Policy.
• Review Erosion Control Plans to verify erosion and sedimentation measures comply with the Best
Management Practices per City standards.
Turn -Around Schedule:
The Consultant shall complete each plan check, when not conducted in City Hall, within the time specified
below:
First Check: Ten (10) working days from submittal by applicant
• Subsequent Checks: Five (5) working days
Qualifications:
• Experience: Four years of experience checking building plans.
• Training: Bachelor's degree from an accredited college or university with major coursework in civil
engineering, structural engineering, or architecture.
• License/Certificate: Possession of a valid California driver's license. Possession of State of
California registration as a professional engineer or architect. Possession of an ICC "Building Plans
Examiner" certificate. Possession of an ICC "Fire Plans Examiner' certificate for reviewing Fire
code -based plans.
• Additional Requirement: Members of the consultant team performing Building Plan Review services
on -site, must successfully complete a thorough background review, including being fingerprinted by
Newport Beach Police Department.
• Supervision Received and Exercised: Consultant will receive direction from the Chief Building
Official or his or her designee.
• Hours of Work: Consultants assisting with Building Plan Review services shall be available during
regular business hours.
RFP No. 22-45 14
7-97
April 6, 2022 Q
Shaun Tormey Q
City of Newport Beach
stormev(@newoortbeachca.Eov
RE: Proposal for Building Plan Review and Inspection Services RFP 22-45
Dear Mr. Tormey,
Bureau Veritas (BV) is pleased to present our proposal for the above referenced services based on the RFP released
by the City of Newport Beach (the City). Our proposal will highlight our qualifications and experience as they relate
to the scope of work.
Bureau Veritas has assisted nearly 200 jurisdictions throughout California over the past 45 years. We have the
breadth and depth of resources, skills and expertise to complete projects of all sizes and complexities effectively
and take pride in our ability to delivery exemplary service to our clients. We are keenly aware of the desire for high -
quality customer service, reliability, responsiveness and cost-effective solutions.
BV is highly qualified to perform all types of plan review and building inspection services and other related staffing
support to cover peak -time workflow increases, staffing shortages, and special projects. Our firm maintains an
expansive talent pool of seasoned, certified, and licensed professionals, including Civil Engineers, Inspectors,
Structural, Geotechnical & Fire Protection Engineers; Mechanical, Electrical & Plumbing Engineers and Specialists;
CASp DSA-Certified Access Specialists and LEED Professionals; ICC-Certified Building Officials, Plan Checkers and
Permit Technicians. We offer optimal solutions to deliver quality services such as:
• Unparalleled building plan review and inspections expertise
• Proven experience in serving jurisdictions in Orange County and throughout California
• Established relationships to ensure timely reviews, transparency and responsiveness
• Depth of resources to maximize flexibility and deliver quality services
• Licensed and certified professionals
• Electronic review and best practices to consistently meet turnaround schedules
• Collaborative and Solution Oriented Philosophy and Culture
Trang Huynh, P.E., C.B.O., Regional Manager will be your primary point of contact for this proposal and for project
management of the work, along with Armil Allahyarian, M.S., C.E., Business Unit Manager. Craig Baptista, M.B.A.,
Vice President - Facilities, West Region, an officer of the company, has full authority to bind the company to the
contract and negotiate on behalf of the firm.
We look forward to the opportunity to discuss the City's needs and to building a successful relationship to help support
the community by augmenting your staff, maximizing efficiencies, prornoting transparency in our work and exceeding
yo u r expectations. BV has complied with the provisions listed in the RFP and any ensuing contract wi11 be valid.
Sincerely,
U
Craig Baptista, M.B.A. Trang Huynh, P. E., C.B.O. Johnny Goetz, C.B.O.
Vice President, West Region Regional Manager, Southern California Director of Operations, West Region
P. 916.514.4516 1 C. 916.291.9151 P. 714,431.4123 1 C. 714.487.4223 P. 805.230.2888 10.805.358.1124
E. craig.baptista@bureauveritas.com E. trang.huynh@bureauveritas.com johnny.goetz@bureauveritas.com
.;
n-�mmlein
FIRM INFORMATION
Consultant Contact Information
Trang Huynh, P.E., C.B.O.
BUREAU Veritas
Regional Manager, Southern California
220 Technology Drive, Suite 100, Irvine, CA 92618
P: 714.431.4123 1 C: 714.487.4223
E: trang.huynh@bureauveritas.com
FIRM BACKGROUND
Bureau Veritas (BV) has a long history of providing code
compliance services throughout the U.S., and globally
BV is one of the world's leading providers of plan review
and inspection services. BV is a corporation with global
operations and digital solutions that go beyond simple
complianceto help organizations large and small —across five
continents —reduce risk, improve performance, and promote
sustainable development. The worldwide BV network
now has over 80,000 employees and 1,500 offices. For the
past 45 years, BV has provided code compliance services
through its 7 offices in California and nearly 200 employees.
BV has more than 400 code compliance professionals
nationwide. Currently ourcompany provides comprehensive
municipal consulting services throughout Southern
California and the United States. We are a "one -stop shop"
providing an unparalleled depth of resources for services.
BV has provided public works services including civil,
structural, geotechnical, drainage, traffic and environmental
services for residential and commercial projects, new
building construction, industrial scale building projects and
large scale power generation facilities.
BV's approach to doing business aligns with the City Newport
Beach's needs, providing a comprehensive framework for
meeting the needs of the community. BV continually strives
to support the safety and well being of the jurisdictions we
serve with the services we provide.
Services offered by BV include:
• Architectural, structural, plumbing, mechanical and
electrical plans examination
• Preliminary Building Plan Check
• ICC-certified Building Plan Review, Inspection, &
Permitting
• Transportation/Traffic Plan Review
• Fire and Life Safety Plan Review & Inspection
• Staff Augmentation
• Green Building,Accessiblity, LEED
• Civil Engineering Plan Review
PUTTING THE RIGHT PEOPLE TO WORK FOR YOU
As the largest plan review and inspections firm in the United
States, we have a large breadth of personnel available
and immediately accessible to provide the City with the
requested quality plan reviews and inspections services.
Located throughout Southern California, we have more
than 50 licensed and certified engineers, as well as plans
examiners, and inspection staff who are equipped to handle
all of the City's needs. Our local presence allows us to
provide timely delivery and exceptional customer service
in the most cost-effective manner. Our longtime presence
in Southern California, as well as our experience serving the
educational, residential, commercial, industrial, and other
related projects of all sizes and complexities, allow us to
tailor solutions specifically to the City of Newport Beach's
needs. BV brings a cooperative and creative problem solving
approach to plan review. We fully understand our role as a
team member committed to achieving successful projects
for the City and its customers.
BVis committed to the provision of services ofthe very highest
quality. This means the firm has the capacity to seamlessly
augment its staffing and resources, if needed, to ensure a
project is appropriately supported and effectively fulfilled.
In addition to our robust local staff, the firm is supported
by hundreds of professionals in our offices throughout
California, making it possible for it to have highly qualified
plans examiners and inspectors available expeditiously for
virtually any project. BVwill provide all necessary resources,
materials, equipment, tools, and technology to its staff to
perform the work outlined in the City of Newport Beach's
RFP. BV professionals are capable of handling the scope of
services requested from the City.
7-99
Wuv
UNPARALLELED
EXPERTISE
DEPTH OF RESOURCES & PROXIMITY
TO MEET PEAK WORKLOADS
BEST PRACTICES AND
STATE-OF-THE-ART PROCESSES
5
CALIFORNIA OFFICE LOCATIONS
BV proposes a highly qualified, multi -faceted core team of
professionals dedicated to assisting the City of Newport Beach.
The firm's partnership with the City will be managed out of its
office in Irvine, CA and augmented by staff located at the firm's
6 additional California offices as needed. This will facilitate
quick and efficient responses to all service needs. BV takes
pride in its deep pool of highly qualified building plan review
and inspection experts. BV's offices are strategically located
to minimize travel time between projects. The firm's goal
is to ensure the City's projects will be efficiently managed in
the most cost-effective manner possible. BV has assigned key
personnel which are readily available to work on City projects.
IRVINE
SAN DIEGO
SANTAROSA
220Technology Drive 9988 Hibert Street,
111 Santa Rosa Ave,
Suite 100
Suite 100
Suite 406
IRVINE92618
SAN DIEGO92131
SANTA ROSA 95404
Tel:949.860.4800
Tel:858.863.2000
Tel:707.206.1265
PASADENA
SACRAMENTO
WESTLAKE VILLAGE
600 N. Rosemead
180 Promenade
250 N. Westlake
Blvd.
Circle
Blvd.
Suite 233
Suite 150
Suite 150
PASADENA, CA 91107
SACRAMENTO 95834
WESTLAKEVILLAGE91362
Tel:626.325.9800
Tel:916.725.4200
Tel:805.230.2888
ATASCADERO
5905 Capistrano Ave
Suite F
ATASCADERO 93422
Tel: 805.792.1109
4
Principals
550"
Structural/Civil
Engineers /Architects
150 OP0
Building and Safety
([CC Certified)
15 0 10"
Fire
Protection
25ffAlft
Engineering
Technicians
12S
Chief Building
Officials
8�
Planning
22S
Permit Technicians,
Other/Admin Support
7-100
ORGANIZATIONAL CHART AND RESUMES FOR KEY STAFF
BV has assembled a team of experts who are equipped to deliver exemplary services associated with the provision City
of Newport Beach's RFP for Building Plan Review and Inspection Services. Each individual brings a wealth of expertise
and has been specifically chosen for their experience in performing the required scope of work detailed in the request, as well
as their extensive list of certifications and licenses. The organizational chart below depicts lines of communication and areas
of work for each professional. Additionally, resumes for key team members highlighted in red are included in the following
pages. Resumes for additional personnel can be made available upon request. The office of record and primary office for all
staff listed is the Irvine location.
Cra g.Baptjsta, M..B.A.,
Vice President- West Region/Principal-in-Charge
Leo DePaola, C.B.O., Johnny Goetz, C.B.O.,
Vice President of Director of Operations
Business Development,, West Division
QA/QC Manager Trang Huynh, P.E., C.B.O,
Regional Manager/ Project Manager
ArrnilAllahyar n, M.S:,
Business Unit Manager
Robert Chang, P.E.
BacharKoujah; P.E, CASp
.Ted Mirzakhanian, CASp; P.E., M.S.
Henry Ha. d di, S.E.
Ali Hekmat, PE.
Sunai Kim, S.E.
Michael Hill, S.E.
Syed Aleem, P.E.
Armil Allahyarian, M.S.
Neil Tuong, E.I.T.
Bijan Shakiba, C.E.
Anthony Small
Dwayne Butz
Jecsan.Perez
Ali Soheili, P.E. (Mechanical)
Cliff Baker
AmirAmiri, P.E. (Mechanical)
Daniel Charboneau
Cristian Son; P.E. (Electrical) _
David Shields
Steve Hooper, P.E. (Electrical)
Steve Ortega
Saman Parsi, P.E. (Electrical)
Nancy Martinez
Richard Henrikson, RE, (Plumbing)
Denise Zuranski
Brian Hurley, C.B.O., C.P.E., C.B.I.
Bruce Nearman
11
T TEAM
PERMIT TECHNICIANS
CODEENFORCEMENT
Vinh Vu
Carl Houston
Neil Tuong, E.I.T.
Andre Brown Sr.
Armalen Geutkink
Joceline Rivera
Phu Trie.0
Ben Mendoza
BacharKoujah,P.E.,.CASp
Tony Falcone, CBO, CASp
BacharKoujah; P. E, CASp
Ted Mirzakhanian, CASp, P.E., M.S.
Bryan Spain, P.E., CASp
RADING/STOR
Matthew Addington, RE.,
RL.S.,Q.S.D./Q.S.R
Mehdi Keshmiri, PE, QSD/P
Lee Everett Duckworth, P.E.
Bijan Shakiba, C.E.
Lisa Beaver
Jeff Hartsuyker
Rick Perry
Doug Evans, P.E.
Dennis Moss
Anne Bland
Greg Ledesma
7-101
Manuel "Craig" Baptista
Vice President, West Region / Contract Liason
EDUCATION Prior to joining Bureau Veritas, Craig served as Director of Operations and is a
M.B.A. business professional experienced in leading multiple branch offices in various
states. Craig has over 20 years of experience in the construction industry. He is
B.S., Business Management results -oriented and has exceptional experience building and managing successful
programs and relationships. He is a skilled communicator capable of articulating
REGISTRATIONS/CERTIFICATIONS complex ideas in a concise and persuasive manner. Craig has proven experience as
Six Sigma Green Belt Certified a facilitator of solutions for client problems and is a strategic thinker with the ability
to translate vision into tactics. He is self -motivated, passionate and resourceful.
OSHA 30 Craig has expertise identifying client needs and is able to execute problems quickly
by utilizing his professional business management skills. He is equally effective
United States Navy: working independently or collaborating with others.
Honorable Discharge SELECT PROJECT EXPERIENCE
TOTAL YEARS OF EXPERIENCE Craig has managed various projects as Director of Operations and successfully
20+ reduced operating expenses by 18% through implementation of a preventative
maintenance program and establishment of a baseline repair cost matrix. He
provided leadership, mentoring, direction and trainingfora 35 member Operations
team that included Branch Managers, Project Managers, and other staff. He
developed annual business plans, market strategies, operations and sales goals
which resulted in year over year growth. Craig has worked on various significant
projects, including, but not limited to:
• Apple Campus II in Cupertino, CA
• Cal Trans - Bay Bridge Project in Oakland, CA
• Tesla Gigafactory in Sparks, NV
• Souza Construction - Lemoore Naval Air Station Project in Fresno, CA
• Advance Range Solution - Fort Hunter Liggett in Jolon, CA
• Hensel Phelps - Mule Creek Prison in lone, CA
Vice President, West Region
Bureau Veritas North America, Inc.
2015 - Present
Serves as Vice President for the West Coast code compliance division. Manages
over 50 employees throughout California, Arizona, Nevada, Washington, and Utah.
Oversees plan review and inspection activities to ensure BV has ample resourcesto
meet turnaround times and provide quick response to inspection requests. Works
directly with plan review team to gain efficiencies in turnaround times. Effectively
reduced the number of reviews by promoting direct contact with designers and
municipalities to remedy code deficiencies during the first and second reviews,
allowing our team to approve projects during the second submittal phase.
7-102
Johnny Goetz
Director of Operations
EDUCATION
Johnny has 27+ years of experience in the construction industry with a strong
Construction Management
history of timely execution of large-scale initiatives involving many stakeholders.
He is a seasoned leader having supervised teams of inspectors, project managers,
REGISTRATIONS/CERTIFICATIONS
architects, engineers and designerswithstrengths incommunication, management
of customer relationships, strong budget oversight and control, and a deep
ICC Certified:
knowledge of building, state, and local codes.
Certified Building Official
SELECT PROJECT EXPERIENCE
CA Commercial Building Inspector
Director of Operations
Bureau Veritas North America, Inc.
CA Residential Building Inspector
July 2021- Present
CALGreen Inspector
Serves as.Directorof Operations for the West Coast Facilities Division. Managesover
50 employees throughout California, Arizona, Nevada, and Washington. Oversees
Certified Sustainability Professional
plan review and inspection activities to ensure BV has ample resources to meet
turnaround times and provide quick response to inspection requests. Works
Building Inspector
directly with plan review team to gain efficiencies in turnaround times.
OSHA 10 and 30 hour certified, FEMA
Building Official/Senior Plans Examiner
100, 200, 700, & 800 Certified
Private Sector
Professional Affiliations
February 2020 - July 2021
Participate in the development and administration of the Divisions goals, objectives,
International Code Council (ICC):
and procedures. Formulated and applied uniform policies and standards for the
Code Development Committee
Building Divisions programs. Research regulations, procedures and/or technical
materials relating to building codes, state laws and enforcement. Created Building
ICC /CALBOExam
Division intake, plan review and inspections policies and procedures. Created
Development Committee
handouts and forms for public consumption. Provided effective presentations
ICC Pool Solar Heating and Cooling
before large and small groups of people. Maintained records of building plan review
Standard Consensus Committee
and inspection activity. Performed plan review for large and small projects for
multiple jurisdictions.
Member Elect - Building Officials
Membership Council
Assistant Director of Construction, Codes and Standards
Private Sector
California Building Officials CALBO
2018-2019
Training Institute (CTI) Committee
Managed the construction, renovation and capital improvements process for
National Green Building Standard
projects ensuring on budget and timely completion. Identified capital expenditures
for existing portfolio and new acquisition properties and prepare budgets and
Consensus Committee
schedules, while managing the budget and construction team throughout the
California Building Officials
Project. Prepared contractor bid packages and analyze for adherence to design,
Green Building
and costs as compared preliminary budget
Oversaw and
preparationons
of conttraccts for des gnand const uction. C
Coordinated
California Department of State
managed building permits and planning, use modifications, entitlement and
Architects - Member Disabled
land use approvals; attended agency meetings required for permit approvals.
Access for Electric Charging
Ensured that all projects comply with current building codes in their entirety
Vehicles Working Group
including accessibility codes. Supervised and managed a team of construction
and renovation project managers, architects, engineers, designers and purchasing
Sacramento Valley Association
team. Coordinated with franchise project managers to ensure approvals and
of Building Officials
sign -off. Monitored project timeliness and schedules to minimize displacement.
Responsible for project close out in a timely mannerto include receipt of certificate
of occupancies, warranties, signed off permits, lien waivers and construction
management fees. Maintained complete and accurate documentation during
7-103
Johnny Goetz
Director of Operations
County Building Officials
the construction process for audit purposes. Conducted punch list walk-through
Association of California
inspections with contractors to verify all scopes of work are completed to brand
standard and/or property improvement plan (PIP) compliance. Ensured that all
Northern Nevada Chapter of ICC
job sites are maintained, organized and clean through assigned project managers.
Tahoe Truckee Engineers Association
Verified all contractors are conducting regular safety meetings and all OSHA and
other regulatory rules are being followed. Handled emergency repairs for hotels as
California Building Officials
issues arise.
Association (CALBO)
Chief Building Official
International Code Council (ICC)
Town of Truckee
2013 - 2018
TOTAL YEARS OF EXPERIENCE
Responsible for daily activity within the Building Division to include permit issuance,
27+
plan check, inspections, and code compliance activity. Responsible for complete
oversight of Building Division budget (Enterprise Fund). Responsible for developing
and continuing the public & private partnership within the building community.
Town representative for Tahoe Truckee Engineers Association, Contractors
Association of Truckee Tahoe, Local Government Affairs Committee, and The
Building Working Group. Town liaison with Fire District, Sanitary District, and Utility
District as it relates to construction and building. ICC Certified Building Official,
Combination Building Inspector, Green Building Inspector, and Sustainability
Professional. California Certified Building Official, Combination Building Inspector,
Cal Green Inspector. State of California Certified OES Inspector & Coordinator for
post disaster inspection and evaluation.
Assistant Building Official & Solid Waste Coordinator
Town of Mammoth Lakes
2003 - 2013
Served as Acting Building Official responsible for Building Division to include
permit issuance, plan check, and inspections (2009 - 2013).Responsible for
complete oversight of Building Division budget. Responsible for daily coordination
of Inspections Services and Code Compliance Workgroup. Responsible for daily
inspections of multiple buildings including residential and commercial. ICC
Certified Building Official, Combination Building Inspector, and Green Building
Inspector. California Certified Building Official, Combination Building Inspector,
Cal Green Building Inspector. State of California Certified OES Inspector for post
disaster inspection and evaluation.
Engineer
Mammoth Lakes Fire Department
2005 - 2013
Acted as a Certified Firefighter I - State of California and a Certified Driver Operator
1A & 1B - State of California. Member of Mammoth Lakes Fire Department Apparatus
Committee (2010 - 2013). Mammoth Lakes Fire Fighters Association President(2008
- 2013). Mammoth Lakes Fire Fighters Association Board Member (2007 - 2013).
building and fire plan reviewers. Inspected project sites as required for compliance.
7-104
Johnny Goetz
Director of Operations
Project Manager
Jack Tracy Construction
2002-2004
Led daily operation of multiple projects including: Moorpark Golf Clubhouse
- $5.75M and Prime Business Center - $1.41M. Oversaw contract negotiations,
subcontracts, client relations, and budget control. Managed project delivery from
pre -construction to completion. Responsible for safety program.
Project Manager
T. Viole Construction
2000 - 2002
Led daily operation of multiple projects including: Wildwood School - $6.5M,
Mountain Gate Country Club - $3.11A, Lachman Lane Gymnasium (foundation only)
- $10M. Oversaw subcontract and negotiations, client relations, and budget control.
Managed project delivery from pre -construction to completion.
Project Manager
Excel & Associates
1999 - 2000
Led daily operation of multiple projects including: West Valley Playhouse - $3.7M,
Park Sunset Hotel - $4.3M, Le Montrose Hotel - $650,000. Oversaw contract
negotiations, subcontracts, client relations, and budget control. Implemented and
responsible forsafety program. Managed project delivery from pre -construction to
completion.
Project Manager
Precision Hotel Interiors
1994 -1999
Led daily operation of multiple projects including: Shore Lodge - $91A, Comfort
Suites - San Diego - $41A, Regency Plaza - San Diego - $3.5M, Dana Point Marriott -
$5M, Saipan Diamond - Mariana Islands - $3.61A, Anaheim Marriott - $2M, Westlake
Hyatt - $1.5M. Oversaw contract negotiations, subcontracts, client relations, and
budget control. Implemented and responsible forsafety program. Managed project
delivery from pre -construction to completion.
10
7-105
Leo DePaola
Vice President of Business Development, QA/QC Manager
EDUCATION
Leo has 28+ years of experience as a manager, inspector, plan reviewer, code
A.A., General Studies
enforcement supervisor, and building official. With expansive industry knowledge
and strong customer relations skills, Leo is a valuable member to any professional
REGISTRATIONS/CERTIFICATIONS
team.
ICC Certified:
SELECT PROJECT EXPERIENCE
Building Official
Vice President of Business Development, QA/QC Manager
Bureau Veritas North America, Inc.
Building Plans Examiner
2020- Present
Building Inspector
Responsible for divisional day-to-day operations and provides support to business
unit managers throughout the region.
Electrical Inspector
Assistant City Administrator/Manager
Plumbing Inspector
City of Oroville
Mechanical Inspector
February 2020 - September 2020
Primary responsibility was management of public works, building, planning and
Post Disaster Evaluator
code enforcement for the City of Oroville.
Green Building Professional Operations Manager / Building Inspector
Bureau Veritas
Green Point Rater 2018 - 2020
TOTAL YEARS OF EXPERIENCE Was instrumental in establishing and managing operations of new Bureau Veritas
office in Santa Rosa, CA in support of the City of Santa Rosa's fire recovery efforts.
28+ Led efforts to expand BV personnel and additional clients and provided residential
and commercial building inspection services.
Community Development Director/ Building Official
City of Chico
Served in a multi -faceted role overseeing planning and execution of inspections
for residential and commercial construction projects. Provided leadership and
supervision for the department. Assisted with preparing, managing, and allocating
department budget.
Building Inspector
City of San Rafael
Conducted commercial plan review and resale inspections. Also performed
services as a code enforcement supervisor.
Fire Inspector/Building Official
City of St. Helena
Performed plan review and building inspection services. Worked on ordinance
developments. Served as project manager for the Carnegie Library renovation.
Fire Inspector/Building Official
The Phillips Group
Performed fire inspection services with multiple cities. Also conducted plan review
and building inspection services for over 20 jurisdictions. Wrote 2001 Uniform
Building Code (UBC) to 2007 international Building Code (IBC) Transition Ordinance
for numerous cities.
11
7-106
Trang Q. Huynh, P.E., C.B.O.
Regional Manager/ Project Manager
EDUCATION
Trang is a licensed professional engineer and ICC certified building official with
Master of Business Administration
over 41 years of experience working in public and private services as executive
director and plan review engineer. He has implemented excellent public service
B.S., Civil Engineering
programs and gained exceptional understanding of the building and safety division,
community and economic development, public relations, redevelopment, financial
Certificate of Completion -
and budget management, employee and organizational developments, and state
Leadership for Senior Executives
and local officials. As a professor for Cambridge College in Southern California he has
taught graduate and undergraduate classes in business, finance, and management.
REGISTRATIONS/CERTIFICATIONS
Trang has outstanding public relations, management, and problem solving skills
Registered Professional Engineer:
with a proven record of strong and positive working relationships with local and
state elected officials, inter -governmental agencies, business organizations,
CA, #C36627
development community, labor groups, community groups, and residents. He
was awarded the "Civil Engineer of the Year" award by the ASCE Chapter of San
ICC Certified: Building Official
Bernardino and Riverside in 2011. He was also a recipient of the "Good Government
Award" from the BIA Inland Empire Chapter in 2015. Finally, Trang has an excellent
California Certified Green
understanding of cultural diversity and knows how municipality services can be
Building Professional
provided efficiently with an objective from "Good to Great".
California Licensed Real SELECT PROJECT EXPERIENCE
Estate Professional Regional Manager of Southern California
PROFESSIONAL AFFILIATIONS Bureau Veritas North America, Inc.
International Code Council (ICC) 2017 - Present
Directs the BV Building & Safety and Civil Engineering operations for the Southern
American Society of Civil California region, serving as the supervising building official and plan check
Engineers (ASME) engineer for multiple Southern California municipalities. Responsibilities include
building official duties, special project management, contracts of permits, plan
California Building Officials (CALBO) check, and inspection services for 24 jurisdictions.
Former Vice -Chair and member of the Building and Safety Services Director
City of Highland Planning Commission City of Rancho Cucamonga
Past President of the Board 2002 - 2017
of Directors of the Central As one of the executive team members of the City to directed and coordinated the
Business Center in Upland work of the Community Development team. Managed all activities and operations
of building and fire plan checks, permits, building and fire inspections, grading,
Past President of the community improvement, code enforcement, citizen volunteers for an affluent
Foothill Chapter of ICC community of 175,000 people. Prepared and administered an annual operating
budget up to $4,200,000. Supervised up to 40 employees, citizen volunteers
TOTAL YEARS OF EXPERIENCE and interacted with businesses, developers, designers and residents. Executive
41+ member of the City's economic development team to develop and implement the
economic development strategy plans. Worked with other departments to manage
the City's annual capital building and improvement projects. Excellent knowledge
and understanding of managing municipal services from business improvements
and economic developments to public safety.
12
7-107
Trang Q. Huynh, P.E., C.B.O.,
Regional Manager / Project Manager
Trang has outstanding public relations, management, and problem solving skills.
He has a proven record of strong and positive working relationship with local
and State elected officials, inter -governmental agencies, business organizations,
development community, labor groups, community groups and residents. Trang
has an excellent understanding of cultural diversity and know how municipality
services can be provided efficiently with an objective from "Good to Great".
Adjunct Professor
Cambridge College, Southern California
2011- Present
Teach graduate and undergraduate classes in business, finance and management.
Chief Building Official
City of San Clemente
1988-2002
Managed the Building Division's operation in the areas of plan check, permit,
inspections, code enforcement and business licenses. Directed 13 employees, 14
citizen volunteers, and operated an annual budget of $1,200,000.
Chief Building Official
City of Manhattan Beach
1986-1988
Directed the activities of the Building Division with an annual budget of $800,000.
Supervised plan check engineers, inspectors, permit and code enforcement
employees.
Senior Structural Engineer
City and County of San Diego
1980 -1986
Reported to the County Chief of the Building Department and in his absence,
assumed the management of the office of 28 employees. Supervised 10 engineers
and 10 inspectors. Coordinated and administered plan check contract services and
the joint permit system between the City and County of San Diego.
Guest Speaker and Lecturer
Orange Empire Training Academy
1990-2002
Provided training to engineers, inspectors, office staff on codes, problem solving
techniques, management and customer service skills.
SPECIAL ACHIEVEMENTS AND ACCOMPLISHMENTS DURING THE
LAST 15 YEARS:
Award winner of the Good Government Award in 2015: The Building Industry
Association of, the Inland Empire Chapter honored this prestigious award to
the Rancho Cucamonga Community Development team of Building, Planning
departments for the outstanding regional streamlined development and permit
processes which enhance the local economic development.
13
7-108
Trang Q. Huynh, P.E., C.B.O.,
Regional Manager / Project Manager
Recipient of the award Turning Red Tape into Red Carpet in 2014: 1 was
selected by the Inland Empire Economic Partnership (IEEP) in June 2014 for the
implementation of the innovative process to simplify the permit process for solar
projects. The new process promoted job creation and enhanced economic growth
in the region.
Rancho Cucamonga Building and Safety Department was ranked in the top 10%
nationwide in 2012 for building code enforcement and its effectiveness in the
development permit process by the Insurance Services Office.
Civil Engineer of the Year Award in 2011: Selected by the American Society
of Civil Engineers of San Bernardino and Riverside Counties in August 2011 for
outstanding management skills, organizational developments, innovative ideas
and implementing excellent business and public services.
Business Best Friend Award in 2008: Received this prestigious award in 2008
from the Rancho Cucamonga Chamber of Commerce for working with the Chamber
to mitigate and expedite developer and owner's challenges during the permit
and construction process, and insure the businesses get settled in the City as
expeditiously as possible.
Enhanced The Development Review Process in 2011: One of the key leaders to
participate in the task force in Rancho Cucamonga to work with the development
community to analyze and update the Development Review Process so that it is
user-friendly, time -efficient, and promotes economic development. The final report
was published in August 2011.
Developed The Economic Stimulus Program in 2010: Part of the development
team thatcreated an Ordinance in Rancho Cucamonga in 2010 to defer the collection
of Development Impact Fees. The Ordinance also allows more time extensions for
the grading, building permits, and plan check process to assist developers and
development community to cope with economic hardships. Presentation was
made to the City Council and obtained their approval.
Published An Article, "Permit Fees and the State Court Decision" in 2008:
in the California Building Officials' magazine in 2008 addressing the result of the
California Supreme Court's decision on permit fees, based on the case of Barratt
Homes vs. the City of Rancho Cucamonga.
Created "The Buzz in Building" Newsletter: The Newsletter has been published
quarterly since 2007 to enhance the communication between the City departments,
the development community and the residents.
Habitat for Humanity Project: Organized engineers, building officials, and
inspectors to assist Habitat for Humanity organization in constructing two houses
in Pomona and Ontario in 2007 and 2008.
Grape Harvest Award in 2006: Awarded by the City of Rancho Cucamonga in
2006 for excellent permit management and inspection coordination for the Victoria
Gardens Regional Shopping Center's construction project.
Developed New Permit Fees in 2005: Completed and implemented new permit
fees based on time of services provided instead of general construction valuation.
14
7-109
Armil Allahyarian, M.S.
Business Unit Manager
EDUCATION
Armil has more than four years of experience as a plan check engineer, ranging
B.S., Civil Engineering
from new residential homes, including additions and remodels, and commercial
buildings, including tenant improvements and alterations. He is proficient in
M.S., Civil Engineering
examining and checking building plans for compliance with applicable California
Building Codes and other ancillary codes such as the California Plumbing Code,
REGISTRATIONS/CERTIFICATIONS
California Mechanical Code, California Electric Code and State disabled access
CA Engineer in Training
related codes. Armil possessesthe knowledge, skills and abilityto read and interpret
building plans, blueprints and specifications, interpret and apply related codes,
ICC Certified: Building Plans Examiner
ordinances and laws, and establish and maintain effective working relationships
with architects, engineers,contractors, builders and owners, the public and other
PROFESSIONAL AFFILIATIONS
employees.
American Society of Civil
SELECT PROJECT EXPERIENCE
Engineers (ASCE)
Business Unit Manager / Senior Plans Examiner
Structural Engineers Association
Bureau Veritas North America, Inc.
of Southern California (SEAOSC)
2017 - Present
International Code Council (]CC) Performs plan review of fire, life, and safety components, as well as mechanical,
electrical and plumbing review of residential and commercial projects with a high
TOTAL YEARS OF EXPERIENCE proficiency in local, state and federal codes. Instrumental in launching the City of
Santa Rosa Fire Resilient Center to facilitate the rebuild process of over3000 homes
5+ lost in the 2017 Tubbs -Adobe fire. In charge of quality assurance with regard to
general plan review, public relations, and structural reviews, as well as managing
day-to-day tasks in the office including: workflow organization, plan distribution,
and over the counter plan review.
Plan Reviewer
City of Los Angeles, CA
2016
Fabrication projects at C. Erwin Piper Technical Center for both L.A. Police
Department and L.A. Fire Department. Reviewed and applied safety codes and
regulations for the proper construction of a Screen Room used to test police radio
frequencies as part of an internship program.
1S
7-110
Robert H. Chang, P.E., C.B.O.
Plan Review Engineer
EDUCATION Robert has decades of experience as a registered engineer, certified plans examiner
M.S., Civil Engineering and building official. His broad range of responsibilities have included reviewing
plan checks, coordinating projects between departments, preparing annual
REGISTRATIONS/CERTIFICATIONS budgets, and resolving construction issues. Robert previously served as President
Registered Civil Engineer of the Orange Empire Chapter of I.C.B.O.
License: #32884, CA SELECT PROJECT EXPERIENCE
Certified Plans Examiner: Building Official / Senior Plan Check Engineer / Geotechical Reviewer
I.C. B.O., #15237: Bureau Veritas North America, Inc.
Certified Building Official:
C.A.B.O., #3029
2017 - present
Plans, directs, and coordinates the activities between the Engineering, Planningand
Building departments. Robert performed plan checks for hundreds of residential,
American Society of Civil
multi -residential, and commercial projects to meet the requirements of building
Engineer:A.S.C.E., #244676
and fire codes. He also sets up systems, policies, and procedures. Robert oversees
and reviews daily construction issues and prepares annual budget estimate
PROFESSIONAL AFFILIATIONS
including capital projects. Capital projects include seismic retrofit and new public
Orange Empire Chapter of
and school buildings. He also supervises City and contract employees.
I.C.B.O. - Past President
Chief Building Official
American Society of Civil Engineer
City of Placentia
1985 - 2017
Certified Building Official
Plans,directs, and coordinates the activities between the Engineering, Planningand
TOTAL YEARS OF EXPERIENCE
Building departments. Robert performed plan checks for hundreds of residential,
multi -residential, and commercial projects to meet the requirements of building
40+
and fire codes. He also sets up systems, policies, and procedures. Robert oversees
and reviews daily construction issues and prepares annual budget estimate
including capital projects. Capital projects include seismic retrofit and new public
and school buildings. He also supervises City and contract employees.
Plan Check Engineer
City of Ontario
1984 - 1985
Worked as a plan check division supervisor, responsible for all residential,
commercial, and industrial building projects to comply with different state, local
and other code requirements. Supervise and coordinate capital projects such as
building repairs and renovations, these projects are: fire stations, library and city
hall expansions.
Project Engineer
Central Consulting Engineering Services
1982 -1984
Worked as a project engineer for residential, commercial and industrial buildings.
Robert's main responsibilities were design grading and building plans, site -
surveying, drainage and soil analysis, specifications' writing, on -site inspections,
resolving daily construction problems, design and drafting group supervision,
project computer programs writing, structural design and calculation analysis for
different building design projects.
16
7-111
EDUCATION
M.S., Structural Engineering
B.S., Civil Engineering
REG ISTRATIO NS/CERTI FICATIONS
Licensed Professional
Engineer: CA, #47490
Licensed General Building
Contractor: CA, #719799
ICC Certified: Building Plans Examiner
DSA: Certified Access
Specialist # CASp-895
PROFESSIONAL AFFILIATIONS
Structural Engineers Association
of Southern California (SEAOSC)
International Code Council (ICC)
Payment Card Industry (PCI)
Australian Securities and
Investments Commission (ASIC)
California Association of School
Psychologists (CASp)
California Division of State
Architect (DSA)
Bachar Koujah, P.E., CASp
Plan Review Engineer
Bachar has over 32 years of experience working as a plan checkengineer, particularly
in the Building & Safety. He is a team leader, providing supervision and assistance
to fellow plan check engineers. Bachar performs plan reviews in accordance with
various building codes, local ordinances and state disability regulations. He is
highly skilled in AutoCad, MathCad, RAM, STADD Pro, ETAS, SAP2000, RISA21) & 3D,
ENERCAPerformsLC, RETAINPRO & CMD structural analysis and design programs.
Bachar is also a Certified Access Specialist (CASp).
SELECT PROJECT EXPERIENCE
Plan Review Engineer
Bureau Veritas North America, Inc.
2019 - present
Performs residential and commercial plan review for multiple jurisdictions
throughout California.
Senior Plan Check Engineer
City of Irvine
2012-2019
Performed complex professional architectural and structural engineering work in
the review process of building plans. Coordinated plan checks completed by the City
plan check consultants and provided technical assistance to building inspectors.
Provided general 'information and assistance to engineers, contractors, architects,
and property owners regarding plan applications. Reviewed alternate design and
method applications and recommended approval or appropriate revisions to the
building official. Reviewed documentation of unreasonable hardship and reviewed
proposed equivalent facilitation. Researched code requirernents, resolutions, and
ordinances and related matters. Managed project plan checks. Coordinated with
plan review teams and City resolved inquiries received from clients, the public,
designers, contractors. Acted as a point of contact with clients, translating their
needs into the appropriate maintenance and retention activities.
Senior Plan Check Engineer
TOTAL YEARS OF EXPERIENCE City of Riverside
32-F 1990-2012
Supervised the plan checkoperation, periodic evaluation of employee performance,
developed and maintained clear standards and regulations, evaluated and
responded to customer complaints, performed complex professional architectural
and structural engineering work in the review process of building plans to ensure
conformance to codes (CBC, ASCE, AISC, AI SI, ACI, N DS, TMS), local ordinances, state
disability regulations and administrative policy. Prepared correspondences related
to plan check and permit issuance. Provided general information and assistance
at the public counter and over the telephone regarding plan and building permit
requirements. Resolved problems regarding the application or interpretation of
codes and regulations. Researched code requirements, resolutions, and ordinances
and related matters and recommended code revisions.
17
7-112
Ted Mirzakhanian, CASp, P.E.
Plan Review Engineer
EDUCATION Ted is a results -oriented plan check engineer, with extensive experience in the
M.S., Structural Engineering Building and Safety field. He is highly experienced in AutoCAD, RISA-2D, ANSYS,
Microsoft programs. Ted is a self-starter with a strong ability to lead or work within
B.S., Civil Engineering a team. He is fluent in English, Farsi and Armenian.
REGISTRATIONS/CERTIFICATIONS
Certified Professional Engineering: CA,
#C-92474
ICC Certified:
Certified Building Plans Examiner
(expires 04/20/2025)
Certified Accessibility Inspector/
Plans Examiner (expires 04/20/2025)
Commercial Building Inspector
(expires 04/20/2025)
PROFESSIONAL AFFILIATIONS
American Society of Civil Engineers
(ASCE)
Structural Engineers Association of
Southern California (SEAOSC)
SELECT PROJECT EXPERIENCE
Regional Manager/ Plan Review Engineer
Bureau Veritas North America, Inc.
2019-present
Serves as Regional Manager, who provides plan check and inspection services
to jurisdictions in the San Gabriel Valley Region. Plans, coordinates, reviews,
supervises, and participate in the review of construction plans and structural
calculations for residential, commercial and industrial building construction and
alterations. Reviews plans and administers systems and procedures to ensure that
plans and specifications comply with all state, federal, and local building laws,
rules, ordinances and regulations. Manages, assigns and reviews quality of plan
checks being completed by staff. Works corroboratively with all staff, consultants,
and customers. Select clients include:
City of Malibu
County of Los Angeles
City of Glendale
Plan Check Engineer
California Code Check
International Code Council (ICC) 2017 - 2019
TOTAL YEARS OF EXPERIENCE Provided on -site plan checking services at several jurisdictions, including residential
and commercial building plan review. Reviewed plans and specifications for the
5+ construction, alteration and repair of commercial, residential, and industrial
buildings and structures to ensure that plans meet the requirements of applicable
building, mechanical, plumbing, fire, and electrical codes.
Building Plans Examiner
California Code Check
2016 - 2017
Responsible for plan review for projects throughout California,
communicating with project owners, designers, architects,
and engineers to address plan check comments, expediting
the plan check process. Obtained continual trainingthrough attendance atseminars
and conferences. Prepared a comprehensive comment list to be returned with plans
to applicant to notate items that are not in compliance with the applicable building
codes, ordinances and regulations for the purpose of issuing building permits for
residential, commercial, industrial and government construction.
i8
7-113
Hassan (Henry) Hadidi, Ph.D., S.E.
Plan Review Engineer
EDUCATION
Henry is a results -oriented structural engineer with 33+years of experience in plan
Ph.D. Structural Engineering
review and design. He has extensive knowledge of current building codes including
IBC, IRC, ACI 318, ACI 530, AISC 341, AISC 358, AISC 360, AISI, ASCE 31-03, ASCE 41-13,
M.S., Structural Engineering
ASCE 5, ASCE 7, and NDS. He has strong verbal and written communication skills
in meetings and communicating with clients to answer questions regarding the
B.S., Civil Engineering
generated plan review comments. He is a self-starter with a strong ability to lead
or work within a team and has demonstrated organizational and problem -solving
REGISTRATIONS/CERTIFICATIONS
skills. Recent experience includes several pedestrian walk bridges forthe University
Registered Professional Engineer: CA,
of California, Los Angeles and also for the City of Roseville.
#S4078
CA,#C49136
SELECT PROJECT EXPERIENCE
Senior Structural Engineer
ICC Certified: Building Plans Examiner
Bureau Veritas North America, Inc.
PROFESSIONAL AFFILIATIONS
2017-Present
Plan review of residential and commercial projects of all sizes and complexities
International Code Council (ICC)
throughout California.
TOTAL YEARS OF EXPERIENCE
Plan Review
30+
JW Marriott Hotel
2015 - Present
Plan review for a new 12-story, four -diamond luxury hotel with two levels of
subterranean parking. The hotel will have 466 guest rooms as well as meeting space
for groups.
Structural Plan Review
Cahuilla Casino & Hotel Project
2018 - Present
Plan review for the Cahuilla Band of Indians new casino and hotel property which
will replace the original casino facility. The project is 14,920 SF, mixed occupancy,
A2 and B, construction type II-B, including a 31,997 SF hotel and 34,121 SF casino.
Senior Structural Engineer
Private Sector (Irvine, California)
2015 - 2017
Senior Project Engineer
Private Sector (Orange, California)
2014-2015
Senior Structural Engineer
Private Sector (Pittsburg, Pennsylvania)
2013-2015
Senior Project Engineer
Private Sector (Orange, California)
2011-2012
19
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Hassan (Henry) Hadidi, Ph.D., S.E.
Plan Review Engineer
EDUCATION
Senior Structural Engineer
Ph.D. Structural Engineering
Private Sector (Irvine, California)
2004-2011
M.S., Structural Engineering
Consultant
B.S., Civil Engineering
Private Sector (San Clemente, California)
REGISTRATIONS/CERTIFICATIONS
2002 - 2003
Registered Professional Engineer: CA,
Senior Engineer
#54078
Private Sector (Irvine, California)
CA,#C49136
2001-2002
ICC Certified: Building Plans Examiner
Consultant
PROFESSIONAL AFFILIATIONS
Private Sector (San Clemente, California)
1999-2001
International Code Council (ICC)
Senior Structural Engineer
TOTAL YEARS OF EXPERIENCE
Private Sector (Los Angeles, California)
30+
1998-1999
Principal Structural Engineer
Private Sector (Irvine, California)
1991-1998
Senior Structural Engineer
Private Sector (Mission Viejo, California)
1988 -1991
Senior Structural Engineer
Private Sector (Mountain View, California)
1986 -1988
PRIVATE SECTOR PROJECT EXPERIENCE
• Reviewed plans and calculations for the seismic retrofit of two reinforced
concrete buildings atAtascadero State Hospital in Atascadero, California as
part of the Department of General Services (DGS) plan check program.
• Reviewed plans and calculations for the design of a segment of the Los
Angeles Metropolitan Purple Line underground metro tunnel in Los Angeles,
California, as part of the LA Metro internal review.
• Reviewed plans and calculations for the seismic retrofit of the Caltrans
Headquarters buildings located in Sacramento, California.
• Reviewed plans and calculations forthe foundation design of four large
prefabricated buildings in a new church campus as part of the company's
internal QA/QC program.
• Reviewed plans and calculations for numerous additions and modifications
for school buildings
• as part of Los Angeles Unified School District (LAUSD) close-out program.
20
7-115
Hassan (Henry) Hadidi, Ph.D., S.E.
Plan Review Engineer
EDUCATION
• Reviewed plans and calculations forth efoundation anchorage of 58
Ph.D, Structural Engineering
relocatable buildings as part of the LAUSD certification program.
• Reviewed Change Orders for DSA San Diego as a loaned plan checker from the
M.S., Structural Engineering
firm to DSA San Diego.
B.S., Civil Engineering
• Reviewed plans and calculations for the seismic anchorage design of
numerous large roof -mounted mechanical equipment as part of the firm's
REGISTRATIONS/CERTIFICATIONS
internal QA/QC program.
Registered Professional Engineer: CA,
• Reviewed plans and calculations for numerous public school buildings as part
#54078
of plan check review for DSA.
CA, #C49136
. Reviewed plans and calculations of numerous hospital buildings as part of
ICC Certified: Building Plans Examiner
plan check review for OSHPD.
• Reviewed plans and drawings for the construction of the Patton State
PROFESSIONAL AFFILIATIONS
Hospital located at Patton, California as part of the Construction
Administration (CA) services for DGS.
International Code Council (ICC)
. Reviewed plans and calculations for the seismic strengthening of an existing
TOTAL YEARS OF EXPERIENCE
building with historical significance for the City of Orange, California as part of
30+
the University of California, Riverside plan check program.
• Reviewed plans and calculations as part of the property condition
assessment for approximately 30 buildings owned by the City of Azusa,
located in Azusa, California.
• Reviewed plans and calculations for the seismic retrofit of reinforced concrete
kitchen buildings at Atascadero State Hospital in Atascadero, California as
part of the DGS plan check program.
• Reviewed plans and calculations for the Westinghouse AP 1000 nuclear power
plans and resolved remaining open items to incorporate the latest design
changes.
• Reviewed plans and calculations for the design of the security upgrades for
blast effects for the Southern California Edison's Power Plan at San Clemente,
California.
• Reviewed plans and calculations for a reinforced concrete spent fuel storage
facility and steel framing improvements for a 100 Ton Gantry Crane for the
nuclear power plant in San Clemente, California.
• Designed four underground parking structures with playgrounds on the top
for Los Angeles Unified School District.
• Assessed the structural damage from the Northridge Earthquake of high rise
steel structures in Los Angeles, California, and designed repairs of the damage
to Special Moment Resisting Frame connections.
21
7-116
Neil T. Tuong, E.I.T.
Plans Examiner / Permit Technician
EDUCATION
Neil has over 25 years of experience providing plan reviews of building structures of a
M.A., Organizational Management
varietyof construction projects. He has significant experience workingwith California
Building Code (CBC), California Electric Code (CEC), and T-24 Energy Standards. His
B.A., Geography
expertise spans across commercial and residential building structures and includes
REGISTRATIONS/CERTIFICATIONS
structural design of tilt -up concrete warehouses and office buildings, masonry
buildings, and TypeVwood frame buildings. Neil is experienced in Microsoft products,
ICC Certified: Residential
AutoCAD, Enercalc, StruCalc, and Risa.
Building Inspector
Commercial Building Inspector
SELECT PROJECT EXPERIENCE
Residential Mechanical Inspector
Plans Examiner
Residential Plumbing Inspector
Bureau Veritas North America, Inc.
Permit Technician
2014 - Present
Zoning Inspector
Conducts plan review services for projects throughout Southern California. Some
specific assignments and notable projects include the following:
DIRE California Real Estate,
. Orange County Public Works: Provides in house plan review services for
Salesperson License
Orange County Public Works for projects under the planned and general
2019 UCLA Construction Management
communities umbrella. Assists with reviewing plans for Rancho Mission Viejo
Certification (4/8 Classes Completed)
and other planned communities.
• City of Corona: Performs plan review services for residential and commercial
TOTAL YEARS OF EXPERIENCE
projects, including additions, improvements, and new construction.
25+
• De Lux Apartments - 3200 Atherstone Rd, Turlock CA: 7 Separate Buildings
of a 168 Unit 3-Story Apartment Complex
• Park Apartments -1297Park Ave, Chico CA: 58 Unit 4-Story Apartment
Complex with attached clubhouse and office. 54,287 SF
Plan Check Engineer, Private Consulting
1999 - 2014
Provided plan review services for contract cities. Reviewed plans and specifications
for the construction, alteration and repair of commercial, residential, and industrial
buildings and structures to ensure that plans meet the requirements of applicable
building, mechanical, plumbing, fire, and electrical codes. Provided technical
assistance to engineers, architects, contractors, other city personnel and the public.
Explained requirements and restrictions relative to building code, T-24 Energy
Standards, ordinances, regulations, policies, and procedures. Provided over the
counter plan reviews at contract cities. Notable project included:
• Multi -story townhouses/condos with subterranean garages in Pasadena
• Two-story medical laboratory buildingforthe Cityof Corona
• Commercial new construction and additions
• Custom residences with over 10,000 square feet for the Cities of Dana Point,
Anaheim, Corona, and Riverside
• Tract homes in Los Angeles, Riverside, and Orange Counties
• Large warehouses, telecommunication towers, new auto repair garages, and
fast food restaurants
Project Engineer, Anderson Structural Engineering, Aliso Viejo, CA
1996-1999
Managed projects to maintain budgets and deadlines.
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Cliff Baker
Building Inspector
EDUCATION Cliff has over 25 years of experience in building inspections and plan checking for
Construction Inspection Certificate various jurisdictions. From this experience he has a vast knowledge of the building
codes. He has a proven track record in successfully managing multiple projects
REGISTRATIONS/CERTIFICATIONS simultaneously. Cliff has excellent analytical, organizational and communication
ICC Certified: Building Plans Examiner skills which he uses to thrive in challenging environments.
Building Inspector SELECT PROJECT EXPERIENCE
Mechanical Inspector Building Inspector
IAPMO Certified: Plumbing Inspector Bureau Veritas North America, Inc.
Safety Assessment 2020 - Present
Program, #SAPC60079 Provides building inspections for jurisdictions in southern California.
TOTALYEARS OF EXPERIENCE Building Inspector
25+ City of Rancho Cucamonga
2010 - 2020
Managed caseload for city of 160,000. Managed large commercial tract
developments. Developed with the planning department "work -live" ordinances
fordowntown area. Trained new inspectors on building codes and field inspections.
Building Inspector / Plans Examiner
City of Rancho Cucamonga
1986 - 2009
Prepared and reviewed plans for compliance. Monitored and reviewed outside plan
check firms for conformance to contract. Researched code compliance issues for
upper management. Worked cooperatively with the public as well as departments
within the city. Trained plan check technicians on blue print reading and code
interpretation.
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Daniel Charboneau
Building Inspector
EDUCATION Daniel has over 25 years of experience as a licensed building inspector and general
Construction Inspection Certificate contractor. His experience includes building trades, design, estimating & sales,
supervision, and project management. He is able to interpret blueprints and has
REGISTRATIONS/CERTIFICATIONS a keen understanding of structural engineering. Daniel has experience preparing
estimates and cost analysis for installation of building materials. He has excellent
ICC Certified #8080405: communication skills with owners, architects, engineers, subcontractors, and
Commercial Building Inspector building officials. Daniel is a highlyskilled and experienced assetto any professional
Residential Building Inspector team.
Building Inspector SELECT PROJECT EXPERIENCE
Reinforced Concrete Special Inspector Building Inspector, City of Rialto
Bureau Veritas North America, Inc.
TOTAL YEARS OF EXPERIENCE 2021-Present
25+ Performs combination inspections for residential, multi -residential and othertypes
of projects for code compliance of building, plumbing, mechanical, electrical,
energy codes and structural engineering requirements. Works with contractors,
designers and homeowners to develop solutions to field issues and has excellent
customer service skills.
Building Inspector
Private Sector
2019-Present
Worked as a contract building inspector of commercial and residential projects
for the City of West Covina. Performed inspections of all trades for compliances in
California Building Codes.
Building Inspector
Private Sector
2018-2019
Worked as a contract building inspector of commercial and residential projects for
the cities of Belmont and Foster City ensuring compliance of California Building
Codes. Performed special inspections for steel -reinforced concrete and structural
framingcomponentson a myriad of projects rangingfrom parking structures, multi-
family units, and commercial buildings. Job sites included Gilead Pharmaceutical
Complex (parking structures, training centers, and various other buildings), Google
pac Shores Complex (reinforced concrete inspections), PG&E (lab roof russ retrofit/
repair), and multi -family units in San Jose, CA.
General Contractor/Owner
Private Sector
1998-Present
Met with clients, design architects and engineers to discuss project scope
and budgets. Supervised and coordinated scheduling of subcontractors and
inspections from demo to finishes. Managed multiple room addition/remodeling
projects simultaneously in the Orange County region.
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W. Matthew Addington, P.E., P.L.S., Q.S.D., Q.S.P.
Civil Engineer/ Land Surveyor
EDUCATION
Matthew has more than 17 years of experience as a civil engineer. With more than a
B.S., Civil Engineering
clecadeof experiencewith theCityof Rancho Cucamonga, Matthew has also gained
project management experience with several private sector firms throughout his
REGISTRATIONS/CERTIFICATIONS
career. He is a certified Civil Engineer and Land Surveyor with strong knowledge
and experience working in California.
Registered Professional
Engineer: CA, #C43770
He is active in his professional continuing education and has taken courses
California Professional Land Surveyor
including, but not limited to, Project Managers Boot Camp (PSMJ), Marketing
Boot Camp (PSMJ), Future Leaders Seminar by CELSOC, Certificate in Project
California WQCB QSD/QSP
Management (University of California, Riverside Extension), and Building Plans
Examiner (ICC). His civic activities include:
California WQCB QSD/QSP
. Commissioner, Community Services Commission, City of Calimesa
ICC Certified: Building Official
• Secretary
PROFESSIONAL AFFILIATIONS
' PastVice-Chair, Planning Commission, City of Grand Terrace
• Past President, American Society of Civil Engineers, Riverside -San Bernardino
Past President and State Director of
Branch
the CELSOC Riverside -San Bernardino
. Past Banker/Treasurer, Plunge Creek Cowboys
Chapter
. Past Board Member, Saint Francis de Sales School, Riverside
Past President of the Riverside/San
• Past Vice President, Grand Terrace Lions Club
Bernardino Branch of American Society
• Past President, Grand Terrace Area Chamber of Commerce
of Civil Engineers
. Past President, Grand Terrace Toastmasters
Past Vice -Chairman and Planning
• Past Director, The Leadership Connections, Upland
Commissioner of the City of Grand
• Past State Director, Consulting Engineers and Land Surveyors of California
Terrace Planning Commission
SELECT PROJECT EXPERIENCE
TOTAL YEARS OF EXPERIENCE
Civil Plan Review Engineer
1 r+
Bureau Veritas North America, Inc.
2017 - present
Performs all civil, grading, WQMR NPDES, stormwater management plan reviews,
mapping reviews, street improvement plan checks for code compliance.
Associate Engineer, Grading Acting City Land Surveyor
City of Rancho Cucamonga
2007 - 2017
Worked with the Building and Safety & Engineering Services Departments by
providing civil engineering and land surveyor services.
Project Manager
Private Sector
2005 - 2007
Located in Rancho Cucamonga, led project teams and managed service workload
associated with engineering and land surveying.
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Mehdi Keshmiri, MS, P.E., QSD/P
Project Manager
EDUCATION
Mehdi is a results -driven civil engineering director with over 19 years of experience
M .S., Civil Engineering
in public work projects, educational, residential, commercial, industrial, and land
development projects. Throughout his career he has demonstrated a high degree
B.S., Civil Engineering
of creativity, foresight, and mature judgment in planning, organizing, and guiding
extensive engineering programs and activities. Mehdi has proven expertise in
REGISTRATIONS/CERTIFICATIONS
stormwater design and manages and completes these type of projects within
Registered Civil Engineer: CA, #C84833
budget and on schedule, with emphasis on quality control and adherence to codes
and standards..
Qualified SWPPP Developer
(QSD - 09933)
SELECT PROJECT EXPERIENCE
Project Manager
Qualified SWPPP Practitioner (QSP)
City of Chino On -Call Accessibility Design Drafting and Plan Check Services
TOTAL YEARS OF EXPERIENCE
Chino, CA
18+
On -call accessibility design, drafting and plan check services for ADA grievance
projects and pedestrian accessibility for public works capital improvement
projects. The project included scope, design and construction of new improvement
and alteration projects in compliance with Federal, State and Local accessibility
regulations; including Americans with Disabilities Act, California Building Code and
the City of Chino ordinances and policies.
Project Manager
Los Angeles Community College District Stormwater Projects
Los Angeles, CA
Provided civil engineering design services at two LACCD campuses - Southwest
College and West Los Angeles College. Projects included installation of an
underground infiltration system, installation of drainage improvements, installation
and integration of grate inlets, design of a new maintenance and operations vehicle
wash down area, and improvement to stormwater drainage..
Civil Engineer
Department of General Services - Department of State Hospitals - Coalinga
State Hospital Hydronic Loop Replacement
Coalinga, CA
Civil engineering design for extensive new piping in concrete utilidors throughout
the campus. The working drawings show the designed pipe support and anchor
locations, expansion joint locations, and details of applicable components
required pertaining to acceptable products. Our engineering team developed
technical specifications supporting all recommended products and installation
requirements, in accordance with all OSHPD 1 regulatory requirements.
Lead Civil Engineer
Electrify America Vehicle Charging Stations Site Design
Reston, VA
Ongoing
Coordinated with others to provide site validation services and is now providing
utility coordination services. Will also help determine and coordinatethe sites that
need complex right of way work and have cross bore scope involved. Over 80 sites
are anticipated throughout California.
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Mehdi Keshmiri, MS, P.E., QSD/P
Project Manager
Project Manager
Orange County Community Resources On -Call Civil Engineering Services -
Orange County Parks Aliso and Wood Canyons Wilderness Park
Aliso Viejo, CA
Civil engineering design services for the park visitor center, ranger office and
restroom facilities. Designed and prepared construction documents for street
utilities not provided by OC Public Works. Phase I work improved the parking area,
Sycamore Grove gathering area, and Park Entrance Areas. Phase II work included
construction of three entry buildings and related utility and site work.
Project Manager
City of Los Angeles General Services Division Mt. Lee Underground Bunker
Waterproofing
Los Angeles, CA
Provided parking improvements and maintenance of the waterproof ingsurrounding
an underground bunker on Mt. Lee near the Hollywood sign. The bunker serves
as a critical communication center for the City of Los Angeles. The bunker leaked
water during the past couple wet seasons and site reconnaissance determined the
bunker's waterproofing envelope reached its service life and required replacement.
Civil Engineer
City of Pomona ADA Self -Evaluation and Right of Way Transition Plan
Pomona, CA
Provided a comprehensive ADA self -evaluation and right-of-way transition plan
for City streets and sidewalks. Performed field investigations within the City right-
of-way in order to identify obstacles limiting accessibility, describe methods to
improve accessibility and specify a schedule for achieving ADA compliance.
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Vinh Vu
Permit Technician
EDUCATION As a BV employee, Vinh Vu has experience of contract permit technician for a
M.B.A. jurisdiction. Additionally, he has had over 16 years of experience working in Earned
Value Management and possesses strong knowledge in creating, analyzing, and
B.A., Business Administration presentingdata, budget planning reports and variance reports.
TOTAL YEARS OF EXPERIENCE SELECT PROJECT EXPERIENCE
16 1- Contract Permit Technician
City of Garden Grove (Bureau Veritas)
August 2017 - Present
Works at the permit counter to process permit applications, issue permits, answer
code questions and requirements, calculate fees, screen plans, and provide minor
plan check services:
Plant Manager
Private Company
Developed and produced forecast of monthly financial business plan.
Controlled and maintained daily operational duties and assisted in training new
employees. Worked and met directly with the customers and affiliates. Maintained
and controlled the company financial statements. In charge of developing and
maintaining company safety procedures and compliances.
Business and Planning Analyst 4
Private Company
Developed, updated, forecasted, and analyzed staffing plans for C-17 Sub IPTs
programs. Created CCNs and managed actuals buy -off and update EAC in CSPR.
Performed updating and communicating C-17 Offloads to other Business Units.
Worked with C-1 7 engineers to forecast and plan future IW As efforts. Used EAS,
COGNOS, and ICHS queries and Ad Hoc reports to support mangers, engineers and
business analysts. Customized and created automated tools improving reporting
and planning processes.
Financial Analyst
Private Company
Used historical and forecast data to perform trend analysis, earn -value
management, variance analysis, and risk assessment. Customized and automate
the reporting process. Analyzed income statement, balance sheet, and cash fl ow.
Generated forecast and budget planning reports.
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Armalen Geurkink
Permit Technician
REGISTRATIONS/CERTIFICATIONS
Armalen has 5+ years of experience in the public sector. Armalen is a dependable
ICC Certified: #8904041:
and detail -oriented worker with problem -solving, customer service, and
Permit Technician
communication skills. Armalen has skills with programs, such as Microsoft Office
Suite, CityView, and Accela.
PROFESSIONAL AFFILIATIONS
International Code Council (ICC)
SELECT PROJECT EXPERIENCE
Permit Technician
TOTAL YEARS OF EXPERIENCE
City of Puyallup, WA
5+
2020 - 2021
Received, processed route and issued building, engineering, fire and land use
plans/permits. Communicated with customers, staff, and public personally and
via telephone and email communication. Explained to customers building codes,
local ordinances, and state/federal laws in an effective and concise manner in both
written and verbal form. Administrative work that included writing and revising
forms, handouts and creating reports pertaining to building permits.
Permit Technician
King County Division, WA
2020
Reviewed permit application packages for completeness, accept or reject permit
applications from the general public and categorize by types and route accepted
applications to appropriate review area. Calculated and priced permit fees and
provides fee estimates as requested. Recorded and reconciles the daily permit -
related monetary transactions.
Permit Technician
City of Huntington Beach, CA
2017 - 2019
Worked public counter assisting individuals in completing applications. Assisted
permit applicants and others by phone and in person. Interpreted and explained
policies and regulations accurately and tactfully to the public with the completions of
building permit applications. Issued multiple permits, including building, plumbing,
electrical and mechanical. Provided information to the public relatingto the status of
projects and permits.
College Intern II
City of Huntington Beach Community Development Department
2016 - 2017
Performed routine clerical tasks as needed, including copying and filing documents,
answering telephones and schedule inspections. Prepared daily deposits collected
from various customers pertaining to permitting fees. Provided permit information
and plan review status to customers via phone and email.
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Tony Falcone, C.B.O., CASp
Certified Access Specialist
EDUCATION
Tony has over 25 years of experience in the building safety industry working for
A.S., Building Technology
variousjurisclictions and private sectors throughout California. Servingasa building
official and inspector, he has acquired a high level of knowledge of building codes
General Education
and project management abilities. He has also acquired certifications allowing
him to inspect structures of various sizes and complexities, bringing a wealth of
REGISTRATIONS/CERTIFICATIONS
expertise to BVNA.
IAPMO Residential Plumbing Inspector
Tony has established himself as an expert in Building Safety and Accessibility
IAPMO Commercial lumbing Inspector
utilizing many years' experience, including; 19 years as a Building Official, 15 years
as Building Inspector and 13 years in construction as a licensed contractor. He
CA Licensed State Contractor
holds a formal degree in Building Technology and professional certification in all
License:#398218
building codes.
ICC Certified: Building Official
SELECT PROJECT EXPERIENCE
Inspection Services Supervisor I California Code Check
Combination Inspector Plans Examiner
A Bureau Veritas Company
Building Inspector
2017 - present
Electrical Inspector
Inspection services professional dedicated to protecting health, life and safety
Mechanical Inspector
through the application and enforcement of our building codes, with special
expertise in public relations.
Rehabilitation and
Conservation Inspector
Project Manager/ Inspectorof Record
Sacramento County Coroner and Crime Lab Facility,
ICBO Proficiency in Office
$30 Million in Total 1 1991-1993
Energy Standards
Project manager and inspector of record for a multi -story state-of-the-art facility,
IAPMO Mechanical Inspector
including a basement ballistic testing facility, first -floor County Coroner facility,
includinglarge refrigerated rooms, medical procedure areas with underfloorexhaust
ACIA Code Specialist
system, office and public interface areas. The completed second floor served the
County Crime Lab Department, considered the most technically advanced crime
AWWA Backflow Prevention
lab in the County, serving Sacramento County and other surrounding counties.
Tester/Inspector
Tony managed all RFI's, issued FI's and correction notices, oversaw construction
and grading thru completion, and through the first few months of occupancy for
PIPE Journeyman Plumber
fine tuning, training and trouble shooting.
PIPE Medical Gas Piping Inspector Project Manager/ Inspector of Record
PROFESSIONAL AFFILIATIONS Sacramento International Airport Expansion Project,
$40 Million in Total 1 1994-1997
Past President of the Ventura ICC Project manager and inspector for a large airport expansion project, including new
Chapter runways, taxi ways, ground areas, a new two-story terminal building with extensive
subterranean luggage tunnel system, large covered passenger drop-off area,
International Code Council (ICC) security check -in areas, airline operation areas for multiple carriers, back counter
operation areas, business offices for airlines and airport staff, connecting airline
California Building Officials (CALBO) gates and other airline operations. The terminal also included a large retail mall
International Association of Plumbing area on the second floor.
and Mechanical Officials (IAPMO)
TOTAL YEARS OF EXPERIENCE
25+
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Carl Houston
Code Enforcement Officer
EDUCATION Carl is a highly experienced code enforcement officer with more than 30 years of
B.A., Business Administration experience.
TOTAL YEARS OF EXPERIENCE SELECT PROJECT EXPERIENCE
30+ Code Enforcement Officer
Bureau Veritas North America, Inc.
2019 - present
Perform code enforcement activities for various jurisdictions.
Code Enforcement Supervisor
City of Compton
2011-2011
Planned, coordinated, conducted and supervised the review, inspections and
investigations of various matters for the enforcement of municipal, county, vehicle
and penal code violations; Attended various council and town hall meetings to
provide information concerning provisions of the codes and ordinances; Prepared
reports, budgets and all correspondences relating to enforcement activity;
Participated in revisions of and drafted several municipal ordinances; Supervised
30 field officers, 5 clerical support assistants.
Interim Director, Municipal Law Enforcement Services Department
City of Compton
2009 - 2011
Chief Executive Officer of Code Enforcement, Parking Enforcement, Security
Services and Business License Operations:
Plan, organize, direct and administer the activities and operations of the Municipal
Law Enforcement services Department; to direct the implantation of the community
policing programs, parking enforcement, city security, code enforcement,
municipal enforcement, business license and Sheriff operations; to coordinate
assigned activities with other City Departments and outside agencies; to provide
highly responsible and complex administrative assistance to the City Manager;
Annual Operation budget 23,000,000.00
Code Enforcement Supervisor
City of Compton
2007-2009
Planned, coordinated, conducted and supervised the review, inspections and
investigations of various matters for the enforcement of municipal, county, vehicle
and penal code violations; Attended various council and town hall meetings to
provide information concerning provisions of the codes and ordinances; Prepared
reports, budgets and all correspondences relating to enforcement activity;
Participated in revisions of and drafted several municipal ordinances; Supervised
30 field officers, 5 clerical support assistants, 1 legal assistant, 32 temporary
employees.
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Andre Perez Brown Sr.
Code Enforcement Officer
EDUCATION
A dedicated Law Enforcement Officer with 20+ years of experience and a master's
Master's Degree, Public Administration
degree in Public Administration who is an effective communicator and problem
solver.
B.S., Criminal Justice
SELECT PROJECT EXPERIENCE
REGISTRATIONS/CERTIFICATIONS
Code Enforcement Officer
P.C.832 MODULE I & III
Bureau Veritas North America, Inc.
(Power of Arrest)
2021- Present
Advanced Officer Training
Performs code enforcement for various jurisdictions as needed.
P.C. 832.2 (School Security Certificate) Municipal Law Enforcement Officer
City of Compton
Evan S.T.A.R (Tear Gas/Pepper Spray)
2007 - present
Community First Aid and Safety
Patrol city offices and parks
(American Red Cross)
Issue parking citations
Guarded Registration Card
Enforce Municipal Codes
• Crowd Control
Permit for Exposed Firearm
Assist with Youth Programs
TOTAL YEARS OF EXPERIENCE
Assist with Compton School Police
20+
Assist with Sheriff Department
• Dispatching
• Monitor and investigate suspicious individuals and unusual activities.
Supervisor, Parking & Security
City of Compton
2016-2017
• Writing reports on field activities, incidents and offenses
• Scheduling, rotations, patrols and breaks of officers.
• Keeping accurate staff attendance, vacation and sick records
• Keeping officers up to date with any new procedures, requirements or
regulations
• Evaluations
• Operational plans
• Responsible fortime cards
• Scheduled and organized department meetings
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Joceline Rivera
Code Enforcement Officer
EDUCATION Joceline has 11+ years of experience in code enforcement and tech services. Her
B.A., Sociology experience includes collectingand analyzing samples aswell as frontdesk services.
She is bilingual in English and Spanish. She is proficient with Microsoft Office Suite
REGISTRATIONS/CERTIFICATIONS programs. She has outstanding communication, leadership, and evaluation skills.
Vice President, SURGE SELECT PROJECT EXPERIENCE
Tackwondo, Black Belt Code Enforcement
PROFESSIONAL AFFILIATIONS Bureau Veritas North America, Inc.
2020 - Present
California State University, Los Angeles Working with the City of Garden Grove, documented and monitored Municipal
Associated Students Inc (ASI) Code Violations such as:
CSULA Pre -Law Society
. Vehicles parked on landscaped lawn areas, excessive garage sales in
Students United to Reach Goals in
residential neighborhoods
Education (SURGE)
• Remove of illegal signs (garage sales, concert/shows, commercial advertising,
Los Angeles Police Cadet Program
storage of business activities
(Corporal)
. Observe certain violations on specific problem observations
TOTAL YEARS OF EXPERIENCE
Laboratory Technician
Ultimate DX Laboratories
' 10+
2020 - 2022
Collected, received, labeled, and analyzed samples using the correct testing
equipment. Cleaned, sterilized, maintained, and calibrated laboratory equipment.
Provided technical support when necessary. Conducted Oropharynx Covid-19
Tests.
Student Success Coach
California Student Opportunity and Access Program (Cal -SOAP)
2019-2020
Provided one-on-one or group assistance to high school students at assigned high
school during the school year. Provided classroom workshops at the school site
as scheduled. Advised students (and families) on the college application process
(financial aid, college applications, etc.). Provided college & career planning to Cal -
SOAP students;
Lead Assistant
Glazer Family Dreamers Resource Center
2015-2019
Provided front -desk clerical support and assistance such as
greeting and answering general inquiries. Assisted students
complete applications, such as California Dream Act Application
for Financial Aid, Tuition Exemption Form (AB 540 and AB 2000), and refer when
appropriate. Provided support and assistance at programs and events hosted by
the Dreamers Resource Center. Provided academicsupport and general counseling
to students and their family members.
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Lisa M. Beaver, F.P.E.
Director, Fire and Life Safety Services
EDUCATION
Lisa Beaver is a leader and trainer in the fire service as well as the fire industry. With
B.S. Applied Science and
over 35 years of experience, she has held positions where the primary concern is
Technology - Fire Science
for public and fire fighter safety. An instructor/trainer who has lead and delivered
department training for firefighting operations including specialized fire brigades
A.S. Building Inspection Technologies
and fire/building inspectors. A well-rounded professional with experience in
REGISTRATIONS/CERTIFICATIONS
leading and managing teams of diverse professionals in both the public and private
sector. Her range of responsibilities include emergency operations, HAZMAT,
California Registered Professional
fire prevention, community risk reduction, fire investigation, fire protection
Engineer, Fire Protection
engineering, vegetation management, risk management and loss control. With
Engineering#1771
operational excellence and high level of attention to detail, Lisa has conducted
Professional Grade Member
hundreds of property inspections for heavy industrial, special use, and public
use occupancies. Author of property loss inspection reports, all -hazard and risk
Society of Professional
assessments, fire and life safety building analyses, vulnerability and wildland fire
Engineers (SFPE) #114734
risk hazard assessments. Leveraging her thorough understanding of operational
Certificate in Fire Protection -
risks and situational awareness, prescribe resourcing needs and strategic metrics
University of California, Davis (2003)
to successfully develop a response strategy that acknowledges and supports
the development of fire and risk mitigation planning, emergency action plans,
Certificate in Building
emergency operation plans, and emergency response procedures and guidelines.
Inspection Technology
As a community leader and educator, Lisa provided proactive community
Certified Fire Protection
outreach bydeliveringand producing presentations and materialsto communities,
SpecialistNFPA#1902
community leaders, and stakeholders in building standards and emergency
Certified Engineer Technician
planning. An expert in the interpretation and application of laws, codes, and
Leve III - N.I.C.E.T. #91772
standards. Confident in her ability to make difficult decisions with a strong affinity
for problem solving, leads in the development and execution of difficult and
ICC Certified (#5069766):
highly technical projects. A reputation of being consistent in the interpretation
Certified Building Official
of regulations and a person who expertly understands intent and alignment with
Certified Fire Marshal
public and fire fighter safety. In-depth experience in identifying critical needs,
Building Plans Examiner
deficiencies, and potential opportunities for operational improvements.
Building Plans Examiner
SELECT PROJECT EXPERIENCE
UBC ICC:
Certified Fire Plans Examiner I
Director, Fire and Life Safety Services
Certified Fire Plans Examiner II
Bureau Veritas North America, Inc.
2021- Present
Certified Nevada State Fire
Marshal Instructor I
Certified Emergency First
Responder Instructor Primary
and Secondary Care and AED
Certificate Fire Prevention 2C,
Special Hazard Occupancies,
CSFM Accredited Course C090197
Certificate Fire Prevention 2B,
CSFM Accredited Course C052640
Certificate of Completion
Classification of Hazardous
Materials, Fire Chiefs Association
34
As the Director of Fire and Life Safety, Lisa manages the Fire Plan Review and
Inspection Team members and existing accounts. Works to secure new Fire and
Life Safety contacts while expanding services into new markets and creating new
service lines.
Fire Plans Examiner and Inspector
Bureau Veritas North America, Inc.
2019 - Present
Provides fire plan review and inspection services For jurisdictions throughout
Nevada and California.
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Lisa M. Beaver, F.P.E.
Director, Fire and Life Safety Services
Certificate Fire Investigation
Independent Evaluator Wildfire Mitigation Projects
2A, CSFM Accredited Course
Bureau Veritas North America, Inc.
2021
Certificate Fire Investigation 113,
In May of 2021, Bureau Veritas was tasked with performing an Independent
CSFM Accredited Course C30129
Evaluation to verify that the electrical corporations were following their 2020 Wildfire
Certificate Fire Investigation 1A,
Mitigation Plan (WPM). As the Independent Evaluator (IE), Bureau Veritas reviewed
CSFM Accredited Course 08-1925
and verified compliance for all WMP activities that had specific quantifiable or
qualitative performance goals/targets set forth in the IOU's 2020 WMP:
Certificate Wildland Fire
Investigation F1210
.Pacific Gas &Electric
• NextEra Transmission, LLC
Certificate Fire Prevention 1A,
. Trans Bay Cable, LLC
CSFM Accredited Course
• Horzion West
Certified Hazardous Material
Industrial Technician Deputy Fire Chief and Fire Marshal, Prevention
Truckee Meadows Fire Protection District
Certified Hazardous Material Specialist 2018-2019
Certified Incident Commander, Responsible For the development, command, administration, and coordination
FRO, FRA, ICS of the District's fire prevention division, including Fire investigation, fuels
management, public information and education, ernergency management, and
PROFESSIONAL AFFILIATIONS training; Conduct wildland, structural, and vehicle fire investigations; Responsible
for processes associated with regulatory compliance that includes a system of
Regional Fire Pump Committee (2000) plan review, inspection, and permitting; Perform construction plan review, fire
Regional Fire Sprinkler Committee investigation, and building inspections; Collaborate with local communities to
(2004-2006) develop improvements to evacuation planning and emergency preparedness;
Interim Fire Chief during Fire Chief absence; Consistently demonstrated effective
Regional Fire Code Adoption communication skill as an ambassador forthe District with diverse audiences.
Committee (1997-2012) Director and Chief, Facility Engineering and Fire Protection
High Rise Standard Development Aerojet Rocketdyne
Committee (2000-2004) 2012 - 2018
California State Fire Marshal's
Director, Fire Chief, Fire Marshal, and Building Official of department comprised of
Photovoltaic Sub -Committee and
31 personnel responsible for First Responder all hazard agency and hazmat team
Work Group (2008-2010)
for a high hazard12,000-acre facility; Responsible forthe company's first regulatory
compliance program that includes a system of plan review, inspection, and
NORCAL Fire Code Committee (2012-
permitting; Review multi -discipline engineering designs for building construction,
2015)
program modifications and project changes ensuring compliance with laws, codes
and sound industrial practices; Analyze processes and plans for the effective review,
UL Standards Technical Panel for
comment, permitting, and inspection of all occupancy classifications, with a focus
Flammable Liquid Storage Cabinets,
on group H occupancies primarily those specific to technology -focused custom
STP 1275 (2013-Present)
manufacturing of active pharmaceuticals including commercial -scale production
utilizing hazardous/energetic chemistries, chromatographic separations using
Northern Nevada Fire Marshals Code
simulated moving bed (SMB) technology, continuous processing, and specialized
Adoption Group 2018
chemical capabilities; Conduct multi -agency drills that test operational strategies
and lead reviews; Investigate fires, hazardous materials spills and releases, and
1-3 Code Committee 2019 - Present
other incidents; Analyze and approve the storage and use of chemicals and
TOTAL YEARS OF EXPERIENCE
explosives as it relates to the Department of . Defense development processes
and familiarity with applicable aerospace and military standards, Code of Federal
24+
Regulations and OSHA; Excellent written and verbal communication skills, ability
35
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Lisa M. Beaver, F.P.E.
Director, Fire and Life Safety Services
to research, analyze, and write detailed technically complex policies, procedures,
training material, and guidelines; Develop and manage a multi -department budget
of approximately $55 Million,
Senior Fire Protection and Loss Control Engineer/Fire Marshal
Sacramento Municipal Utility District
2005 - 2012
Subject matter expert in the interpretation, application and enforcement of
the California State Laws and Building Standards, National Fire Protection
Association standards, International Codes, National Electrical, and Safety Code
and the Occupational Safety and Health Administration Standards; Reviewed
documentation for construction of power generation and distribution facilities,
communication, and building technology operations and support infrastructures;
Conduct analyses to identify vulnerabilities to the Districts infrastructure,
employees, and customers; District's representative when interacting with
surroundingjurisdictions and governmental agencies; Instructed and provided field
training to District employees and surrounding governmental agencies focused on
operational strategies and tactics for emergency response; Conduct and direct
cause and origin fire investigations. Collect and track critical data for vulnerability
analyses and develop District policies that related to emergency response and
property protection.
Supervisor Fire Plan Review/Assistant to Fire Marshal
City of Sacramento Fire and Building Department
1999-2007
Assist the Fire Marshal with research, review, and approval of performance -
based designs which ultimately resulted in the approval of Alternate Materials
and Methods. Evaluate compliance with performance and testing guidelines and
standards such as UL, FM, ASTM, ASME, and NFPA; Develop streamline regulatory
compliance programs; Supervising Fire Protection Engineer and code professional
for project planning and development stages; Reviewer of department policies and
standards which were specific to the agencies emergency response equipment and
Standard Operational Guidelines; Evaluated existing process of plan review and
inspection, collected and evaluated data to implement process change, trained
personnel on proposed changes and implemented new program; Reviewed fee
structure for fire permits and assisted in the development of a new fee structure,
ensuring recovery of department costs; Official representative of the Fire Marshal
on all code adoption and development committees; Review and evaluate proposed
buildings and sites for compliance with all state, municipal codes and standards;
Provided training to fire prevention and plan check staff that focused on the
application and communication of codes and ordinances; Ensured consistency of
plan review and inspections by encouraging open communication, education, and
by an environment of collaboration.
36
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Jeffery Hartsuyker
Fire Plans Examiner and Inspector
REGISTRATIONS/CERTIFICATIONS
Jeffery has 33+ years of experience in the fire life safety industry. He is a plan reviewer
Public Officer
and inspector with experience in commercial, residential, and government projects.
Fire Investigator I
He is able to effectively communicate with designers, contractors, and project
Hazmat Incident Command Fire
owners. Jeffery is a team player and works cooperatively to remedy deficiencies.
Prevention Officer I, II, III
SELECT PROJECT EXPERIENCE
Incident Command System
Fire Plans Examiner and Inspector Bureau Veritas North America, Inc. 2017 -
(ICS)100, 220,300
present
Fire Fighter I
Conducts fire plan review and inspection services for various clients throughout
California. Assignments include: City of Corona, City of Chico, City of Rancho
Volunteer Fire Fighter I
Cucamonga, and California State Fire Marshal projects. Reviews include fire
TOTAL YEARS OF EXPERIENCE
sprinklers, alarms, smoke control, underground, fire lane access, egress, etc.
33+
Deputy State Fire Marshal III , Specialist
Office of the State Fire Marshal
Provided technical supervision for enforcement of all laws and regulations including
fire prevention engineering, education, and planning, Performed technical
inspections and problem solving that included in-depth analysis and fire prevention
engineering solutions. Inspections and law enforcement functions also included
fireworks and fire extinguisher programs, court appearances, and performance
in emergency activities through the Governor's Office of Emergency Services.
Reviewed plans and specifications for compliance with adopted regulations and
standards. Attended meetings with architects, engineers, and project managers.
Conducted field inspections of construction sites. Witnessed acceptance tests of
fire alarms, sprinkler systems, as well as Halon and other suppression systems.
Maintained records of inspections, enforcement, and compliance with State Fire
Marshal laws and regulations. Performed as lead in fire cause investigations.
Administered fire extinguisherand pyrotechnic exams in branch offices. Conducted
and administered instruction courses in accordance with Health and Safety codes
and other related subjects. Represented the California State Fire Marshal at
meetings and spoke to fire service organizations, associations, local government,
industry groups, and public organizations. Conducted training meetings for field
inspection staff , trained new field deputies on inspection work, and evaluated
employee performance.
Deputy State Fire Marshal Ill, Supervisor/Assistant Chief
Office of the State Fire Marshal
Managed field work force assigned to region and area offices. Included ongoing
assessments, field audits of contractual programs, and directing field workload
to meet department objectives. Ensured laws and regulations adopted by State
Fire Marshal were applied correctly and consistently by performing quality
control checks of inspections. Performed and assisted in fire cause investigations.
Prepared instructions for building owners. Established and maintained cooperative
professional working relationships with local fire authorities, government agencies,
and other state agencies. Provided fire prevention information and public
education training regarding fire safety. Prepared and submitted reports of region
and area activities to the code enforcement managers as directed. Supervised and
37
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Jeffery Hartsuyker
Fire Plans Examiner and Inspector
provided direction for staff. Ensured proper training, experience, and other job
performance enhancement opportunities. Assisted staff with difficult or unusual
inspection problems and controversial issues. Ensured deputies maintained work
assignments and deadlines.
Deputy State Fire Marshal Ill, Specialist
Office of the State Fire Marshal
Responsible for assisting and training new deputies while providing technical
guidance of code interpretations. Reviewed plans and specifications for new
buildings and fire suppression systems. Conducted inspections of projects as
necessary. Performed inspections of existing buildings to ensure conformance to fire
safety codes and standards. Conveyed detailed reports of inspections. Monitored
and reviewed field inspections performed by deputies to ensure compliance and
accuracy of code interpretations. Conducted testing and plan reviews of complex
fire alarm systems, sprinkler systems, fire pumps, fixed fire extinguishing systems,
smoke control systems, non-structural building construction projects, flammable
and hazardous materials storage tanks, as well as other facilities to assure
compliance with code standards.
Deputy State Fire Marshal Ill, Specialist / Madera Fire Marshal
Office of the State Fire Marshal
Supervised fire prevention, weed abatement,
and clerical staff on a daily basis. Responded
to emergencies in the capacity of a Battalion Chief and directed personnel in fire
suppression activities. Provided Prevention and Battalion coverage when needed.
Performed origin and cause fire investigations. Worked extensively with the public,
developers, and local building code officials. Attended Planning Commission,
Board of Supervisors, and City Council meetings and provided technical assistance
when needed. Responsible for writing and reviewing ordinances, plan reviews,
inspections, weed abatement, and code enforcement for Madera County and City.
Enforced California Fire Codes, California Building Codes, Title 14, and other local
regulations. Responsible for the Fire Prevention and weed abatement budgets.
Developed curriculum and provided training for company level inspections.
Code Enforcement
California Department of Forestry and Fire Protection
Responsible for Caltrans Airspace program management, inspections, and plan
review forthe office of the State Fire Marshal (SFM). Assigned as the safety officer for
code enforcement forthesouthern region. Responsible for curriculum development
and training of staff. Performed life safety code surveys. Enforced California Fire
Codes, California Building Codes, Title 19, Title 24, as well as health and safety codes.
Enforcement of fire extinguisherand fireworks regulations. Worked extensivelywith
Caltrans Right of Way Agents, local fire departments, hospital administrators, and
the public on a daily basis. Conducted damage assessment inspections in areas
affected by the Northridge earthquake. Demonstrated residential trailer sprinkler
to local government officials and the public on behalf of local fire departments.
38
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ABILITYTO PERFORM
SERVICES
BV is the largest plan review
firm in the United States,
providing full service
code consulting and plan
review services. The firm's
personnel have performed
and managed plan review
for thousands of projects.
Project types include office
and industrial, hotels,
institutional occupancies,
single-family tract and
custom homes, tilt -up shells,
tenant improvements, and
infrastructure. BV staff have considerable review experience
of virtually any structure requiring permits, plan reviews, and
inspections. Geotechnical, lab testing, and other reports
are considered in the plan review process. The firm is well
positioned to meet the needs of the City and deliver discipline -
specific plan reviews (e.g., structural, mechanical, access, street,
drainage, map, civil infrastructure, etc.).
The firm has specific experience working through a variety of
challenges including infill commercial development, adaptive
reuse and change of occupancies of existing buildings, retrofit of
un-reinforced masonryorsoft-story buildings, largecommercial
shopping centers and mixed -use multi -family developments,
live -work projects, and high tech, research and development
facilities.
BV's plan review services for the City shall endeavor to adhere
to current codes, with detailed plan review letter comments,
reference plan sheets numbers and code sections, and two
copies (one electronic) of the plan review corrections list are
provided for each reviewed project. Services include recheck
of plans after the applicant has made corrections, review and
recheck of field changes, and deferred submittals and review
and recheck of additional work on the project as needed.
Plan Review Services Overview
BV has the capacity to provide the following permit & plan
review services to the City of Newport Beach:
• Architectural plans examination
• Structural plans examination
• Mechanical, plumbing, and electrical code plans
examination
• Energy code plans examination
• Accessibility requirements including
>> Barrier free plans examination requirements
Disabled access
CASp
ADA
39
• Review and approval of alternate materials, alternative
design and methods of construction
• Fire, life & safety plan reviews including:
» Fire sprinkler/fire alarm
Smoke detection and dampers
Underground
• Green Building and LEED consulting including:
LEED submittal consultation
Green building consulting including CAL Green
>> ENERGY STAR verification
o Energy efficiency audits
» Solar Review
• Civil plans examination including:
Soils, grading and drainage
NPDES/SWPPP
>> Development
Infrastructure
Water and wastewater
>> Sewer
Architectural Review
BV blends the knowledge of local conditions with a large
pool of California licensed or certified building safety experts
equipped to handle all building department needs. The firm
is able to tailor its solutions specific to the City as a result of
having provided plan review, inspection services, specialty
reviews, and municipal administrative support for over 40
years.
Structural Review
BV is uniquely qualified and experienced in structural review
and inspection. The firm has plan review and inspection
personnel which have specialized experience with multi-
family residential, hotels, resorts, retail, commercial,
industrial, high-tech facilities, etc. BV has several experienced
structural engineers on staff who are immediately available
to tackle the City's most complex projects. BV can provide a
complete structural review of design drawings, details, and
calculations for both vertical loads and lateral seismic and
wind forces, in accordance with the California Building Code
structural provisions.
Mechanical Review
The California Building Code is supported by ancillary
codes such as the California Mechanical Code and any
others specifically designated and adopted by the City..BV's
staff includes licensed and certified mechanical engineers
and inspectors who have the knowledge, training, and
experience necessary to review plans for compliance with
these codes. Firm staff, who are available immediately to the
City, have reviewed heating, cooling, distribution and return
air systems, hoods, and product conveyance system plans
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for a variety of projects including single family residential,
multi family residential, custom homes, resorts, and hotels.
Plumbing Review
The California Building Code is supported by ancillary
codes such as the California Plumbing Code and any others
specifically designated and adopted by the City. BV's staff
has the knowledge, training, and experience necessary to
review plans and inspect construction for compliance with
these codes. The firm has licensed and certified mechanical
engineers on staff to assist with plumbing reviews when
needed. Firm staff have reviewed fuel gas, medical gas,
potable and non -potable water piping and waste piping
systems, and rainwater system plans for single family
residential, multi family residential, custom homes, resorts,
and hotels.
Electrical Review
Electrical review and inspection to verify energy compliance
is included in all projects in accordance with mandates
from the applicable energy standards for non-residential
construction. The firm has licensed and certified electrical
engineers and inspectors with extensive plan review
and inspection experience which have reviewed service
installation, transformers, emergency power, panel
distribution, single line diagrams, power, and lighting system
plans for single family residential, multi family residential,
custom homes, resorts, and hotels.
Green Building Review
BV has plan review engineers, plans examiners, and
inspectors who are well versed and experienced with energy
code compliance. Firm staff have been involved at various
levels of energy code development in California and are
certified to review and inspect forenergy codes. BVstaff have
reviewed plans, and inspected projects, which incorporate
new technology, and complex energy code compliance,
The firm has staff available to the City who are CAL Green
Certified,
Fire Plan Review
BV staff have the capacity to consult closely with the local
Fire Department Chief or their designated representative
on any areas which require code interpretation or where
alternate methods are being proposed and considered.
The firm's proposed fire plan check engineers have specific
experience working with multiple types of facilities to
ensure compliance with applicable codes, standards, and
amendments, including CFC, CBC, the Adopted National
Fire Protection Standards, the California Health and Safety
Codes, CSFM, and U.L. BV's experience includes written
comments and verbal communication with applicants to
better understand requirements and provide direction
for compliance, as well as close communication with fire
departments to clarify policies, code interpretations, plan
40
review status, and procedures. The firm's staff have reviewed
hundreds of projects for fire safety components, including
NFPA 13, NFPA 72, and NFPA 101, among others. Some
example projects BV reviewers have worked on include The
Village at Bella Terra in Huntington Beach, Lifetime Fitness
in Roseville, and Sysco Food Services Expansion in Sutter
County. All personnel assigned to the City's projects will have
the necessary materials, resources, and training available to
conduct plan reviews, including copies of applicable local
amendments, policies, procedures, and forms.
Civil Engineering Review
As an initial step, BV's professional staff will familiarize
themselves with all city, state, and federal requirements
applicable to the project before beginning a review.
Requirements for civil infrastructure originate from multiple
sources including statutory requirements, local ordinances
and design guidelines, federal requirements including ADA
and NPDES, state requirements, and the requirements of any
affected utilities, districts, or agencies.
CASp / Disabled Access Review
BV has extensive experience and capability to provide
complete plan review and inspection utilizing individuals
who possess CASp certification. BV has CASp certified
individuals who are able to respond to the needs of the
City quickly. The firm currently provides CASp certified
individuals to jurisdictions throughout California to meet
the requirements of SB 1608. Additionally, the team includes
ICC Certified accessibility plans examiners and inspectors
who routinely conduct accessibility reviews of projects
throughout the state from minor restroom upgrades to
significant ADA compliance improvements.
METHODOLOGY & APPROACH
Bureau Veritas provides full service building department
administration including plan review, inspection, and permit
technician services for numerous agencies. We offer services
which range from reviewing a single, complex, or unique
project to handling all plan review needs for a City. The firm's
personnel are dedicated to providing the highest level of
customer service and ensuring all work is in conformance
with the requirements of the City and all other applicable
codes. Resources can be adjusted on fast -track projects, as
needed, to meet demanding schedules. Personnel assigned
to City projects are available to attend meetings at the City
to address questions or discuss issues with the City staff,
design team, and/or construction team which may arise
on a project and provide guidance for City staff, applicants,
designers, and contractors. Consistency, responsiveness,
efficiency, and a positive attitude are key components of the
firm's approach.
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As an ISO 9001 certified firm, BV undergoes systematic,
independent audits of its management systems to meet
rigorous objectives and provide continuous improvement
in key areas. The firm consistently incorporates proven best
practices and protocols as part of its quality management
system to meet and exceed ever-increasing customer
requirements. These tools include implementation of an
established quality assurance/quality control program
using the BV CARE program for the intake, track, and review
of plans to enhance quality and streamline processing/
approval; electronic plan check to expedite turnaround
times which save time and money; and the utilization of web -
based document control system which fosters collaboration,
24/7 access to documents and reports, and enhances overall
communication.
To ensure the work assignment is being performed at the
highest professional level, BV relies on the management
and technical excellence of its personnel and a proven QA/
QC program. This assures the quality of all work performed
under this contract meets City approval. BV has developed
and implemented corporate QA policies, consistent with all
applicable federal and state regulatory requirements and
standards, covering all aspects of project performance,
technical quality, and peer review. These policies are
implemented at each professional and technical level to
provide a well-balanced, independent QA program, which
assures the quality of reports, technical reviews, annuals
and other documentation prepared by BV. This ensures the
product is consistent with the established standards from
the standpoint of quality, validity, and legal defensibility.
Identify Client Needs: A key initial step to BV's
client -focused approach is identifying the clients'
requirements and expectations. By actively listening
and maintaining sensitivity to unique issues, priorities,
and organizational culture, BV will work in partnership
with agencies to assess these diverse needs and
special initiatives.
Strategic Planning: Working in concert with agencies,
BV establishes a clear plan of action to institute
priorities, identify stakeholders/processing agencies,
formulate communication protocols, and align services
with mutually -defined needs and objectives.
Concise Scoping/Implementation: A clear and
concise scope, schedule, and budget are developed.
BV assigns expertise which mirrors the clients' needs
and implements best practices to maintain project
momentum.
• Project Management: Proactive management
ensures cost and schedule control and streamlined
communication among team members. Appropriate
best practice tools are utilized to effectively and
41
efficiently deliver the City's assignment within budget
and schedule. No matter what the need, the firm's
goal is to deliver integrity, impartiality, accountability,
efficiency, quality, and transparency.
PLAN REVIEW PROCESS
Our team becomes familiar with the requirements of a
public agency before beginning a review and continually
monitors trends and legislation in order to advise the City on
ordinances and standard practices to consider for adoption.
BV has extensive public sector experience, which assures
that public interests are fully protected. We understand
that careful consideration of issues and impacts is needed
in addition to technical expertise. We have devoted a great
deal of time over the years to refining our approach and
developing documentation to assist our clients and train our
personnel to ensure highly efficient plan review procedures.
BV will work to ensure that submittals are properly
coordinated and tracked by following an established
internal plan check coordination process in which each plan
received for review is entered into our ProTrack database,
processed and returned on time to the client. Our plan
tracking procedures are designed to track each submittal
throughout the review process and maintain accurate and
comprehensive records for each submittal. To accomplish
this we:
Screen and log each application to assure that they are
routed to all plan reviewers in a timely manner.
Submittals are reviewed for compliance with all
ordinances. The log serves as a tracking device to
assure turnaround times and completeness of the
review.
Plan reviews will be done in accordance with local,
state and federal regulations with which local
jurisdictions are mandated to enforce as well as all
codes and ordinances in effect by adoption at the
time of plan review. Preliminary consultations will
be provided to the applicant upon request, to assist
and guide them in the design and plans preparation
process.
Information shown on each permit application
is verified. Construction valuation is based on
information provided by the City of Newport Beach and
compared to estimates provided by the applicant.
Provide a thorough architectural and structural review
of design drawings and details for compliance with
the California Building Code architectural provisions,
including provisions for safety glazing, building security
and noise insulation performance standards, to name a
few. These reviews can also be performed on revisions
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to plans which have previously been approved for
permit issuance.
• Preparation of a review letter report
Plan review management.
• BV assures that corrections are handled as quickly and
as clearly as possible. Our goal is to help the applicant
through the plan review process. All corrections are
identified based on compliance with specified codes
and regulations.
Generally, corrections are identified in two ways. Notes are
made on plans during electronic review or on hard copy
plans if appropriate and a correction sheet is generated
detailing what items need to be addressed before plans can
be approved. The City shall approve the development of any
customized correction sheets. Correction sheets for specific
projects shall be forwarded to the City along with a cover
memo containing at least the following:
• The date(s) plans were received and reviewed
• The date(s) the applicant was notified of completed
plan reviews
• The name and telephone nurnber of the applicant
During the plan review process, BV is prepared to meet
with the applicant or architect/engineer, City employees or
consultants at any time. Telephone discussions or meetings
at project sites are welcomed to assure that any plan review
issues are handled efficiently. We propose to meet at the
offices of the building and safety division or at a particular
project site. Our goal is to issue approved plans as quickly as
possible but in full compliance with laws, codes, ordinances
and regulations. Upon completion of the plan review, the
following information package is prepared and logged as a
minimum:
• Completed plan check documents including sign -offs
• Transmittal letter documenting any conditions
associated with issuance of a permit, if any
• Marked up plan review documents
• Two sets of approved building plans
• Backup documents and reports
• Documents provided in desired City format
Transmittal of Plans and Correction Lists
BV assumes responsibility for the pickup and return of plans.
All plans shall be picked up from the City offices within
24 hours of notification. Should the volume of work be
sufficient, we propose to establish regular pick up of plans
on a consistent basis. We will also utilize shipping courier, at
no additional cost to the City. Upon completion of each plan
review, we will forward a copy of the correction list to both
42
the City and the applicant, by email. When corrected plans
are resubmitted, the previous procedure will be followed
or the applicant may schedule an office visit to go over
any corrections in person. When plans are completed they
are stamped, signed and forwarded by BV personnel. Our
transmittal forms will be customized for the City of Newport
Beach's.
Plan Review Turnaround Times
BV provides plan review activities on a fast -track basis
to reduce the impact on project contraction schedules.
Turnaround times for each submittal relate to the size
and nature of the submittal and impact on the project
construction schedule. To reduce turn around times for
plan check, the firm uses electronic submittals, phased
submittals, conference calling, video-conferencing, and
visits by plan check staff to design offices of the engineer or
architect.
BV has built long-term partnerships with many agencies and
municipalities. The firm understands accuracy, efficiency,
and integrity in all aspects of professional services is
required. Testimony to BV's professional excellence is the
fact it has a large number of repeat clients and client referrals.
Because of the firm's large pool of accessible resources it is
able to assemble experienced personnel in order to assist
with project schedule recovery when necessary. BV also
accommodates preliminary reviews to facilitate fast tracked
or accelerated projects. This aids with timely turnaround
and creates good public relations. The firm's staff makes
recommendations for resolutions if requested. The firm also
meets with agencies, City staff, and citizens, as needed, to
discuss its findings.
Digital Plan Check a pla nsoft
Digital plan check g o P o s t
uses a software which
presents customers with ,.,„
1.
a convenient alternative solution to printing and delivering
paper plans to City offices at zero cost. This modern solution
has become especially valuable as municipalities seek to
continue service deliveryto theircommunities while focusing
on health and safety during the COVID-19 crisis.
BV provides an alternative solution to traditional plan
checking. By utilizing GoPost, BlueBeam, Adobe Acrobat,
or other similar software, our plan reviewers can quickly
and accurately review plans for compliance with applicable
codes. Plans are submitted as PDF files via a secure and
confidential FTP site. These plans are then reviewed by our
personnel who are able to place comments and redlines
directly on the plans, corresponding to areas needing
revisions.
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Redlined plans with comments are then forwarded to, or
placed on the secure FTP site for the designers, engineers,
and architects. The City also has access to the FTP site. Plans
can then be revised and resubmitted via the same method
described. If all items were resolved, hard copy plans are
sent to BV for approval stamps and signatures.
Clients who have a plan review going through the online
process are able to see where their plans are in the review
process, ask questions, receive comments, submit updates,
and more. Bluebeam GoPost accepts multiple file types,
from AutoCAD to PDFs, Word, and more. Digital plan check
has numerous advantages including, but not limited to, the
following:
• Eliminate the need to physically print and carry
plans to the City - Upload plans anytime from
anywhere
• Know project status at all times - Check where plans
are and find out when reviews are completed.
• Use the GoPost online portal to communicate with
the review team - Ask and answer questions; make
changes.
• Reduce printing and courier costs - Checklist and
plan markup downloads make it easy to perform
corrections and resubmit documents online.
Electronic plan submittal and commenting allows for
economical movementof plans and quick turnaround. Plans
with comments can be viewed and discussed as needed to
resolve issues quickly and efficiently.
BV has successfully implemented and utilized digital plan
review in over 60 federal, state, and local agencies for
multiple years.
BUILDING INSPECTION
BV inspectors are ICC certified and have extensive experience
in the construction trades as well. Fast -track projects may
be built into small phases based on incremental design
and fabrication steps. In such cases, the firm's inspection
team keeps daily logs to track corrections and plan review
changes.
BV's inspection team also has the capacity to provide
on -call building inspection services to cover personnel
vacation time, peak work loads, specialized inspection
activities, and any other situations which may arise. These
activities may include next -day inspections and same -day
response to important or urgent requests. BV's building
inspection services can be adjusted to provide a high level of
coordination specifically suited to the design -build concept.
BV will provide the City with ICC certified personnel to
provide the following services:
43
• Read and study project specifications, plans, and
drawings to become familiar with project prior to
inspection, ensuring structural or architectural changes
have been stamped as approved by appropriate
authority and recognizing the need for and requiring
plan checks for electrical, plumbing, and mechanical
code requirements.
• Perform and document inspections on construction
projects to determine all aspects of the project such
as foundations, building, electrical, plumbing, and
mechanical systems conform to the applicable building
codes, zoning ordinances, energy conservation, and
disabled access requirements including known local,
city, state, and federal requirements.
• Review plans for building construction, plumbing,
electrical, and mechanical details prior to making
inspection.
• Bring to the attention of the City for approval of certain
changes in building, plumbing, mechanical, electrical,
and related work consistent with code and ordinance
requirements.
• Participate in reviews with fire, health, and other
government agency inspectors & owners.
• Maintain a record of non -complying items and follow
up to resolution of such items.
• Upon request, the firm will inspect existing buildings for
substandard, unsafe conditions.
Virtual Inspections
BV is able to conduct virtual, no -contact field inspections in
an effort to continue progress at as many active jobsites as
possible for both new and existing clients. Using interactive
technology, our building inspector will participate in a live
session with the contractor to perform the inspection(s)
remotely through the use of a mobile device. Our goal is
to allow construction to progress while maintaining a safe
environment for all involved through social separation.
The firm strongly believes in the long term value of these
digital platforms and in their potential to change how
inspection services are executed. The circumstances faced
by society will be a catalyst to help drive the adoption of this
new service, but once the ease of use and value creation is
experienced first-hand BV believes itwill become a standard
component of inspection programs.
BV's remote inspection services ensure the firm can keep its
employees and City staff safe by eliminating direct contact
and adhering to social distancing best practices and keep
critical tasks moving forward in the face of travel and
construction site access restrictions.
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PERMIT PROCESSING AND PERMIT TECHNICIAN
SERVICES OVERVIEW
BV is available to work and build positive relationships
with the City 's staff to seamlessly staff the public counter,
issue counter permits, answer plan review or inspection
questions, and assist the public with a high level of customer
service. BV will provide the City with ICC certified Permit
Technicians and services may include, but are not limited to,
the following:
• Review permit applications for completeness
• Accept, login, and route plans
• Calculate and/or collect fees
• Issue permits
• When authorized, review and issue counter permits
• Maintain permit records
• Usejurisdiction permitting programs and/or software
(the firm's Permit Technicians will have the capacity to
use the City's preferred permitting system, Accela)
• Provide assistance with general office and
administrative duties as assigned
QUALITY ASSURANCE PROGRAM
BV associates all share the responsibility for continual
improvement of the firm's quality management process
and believe the program, supported by the BV business
model and its code of ethics, will ensure the continual
delivery of high quality products and services to the City of
Newport Beach. In doing so, the firm will establish itself as
The City's preferred supplier in conformity assessment and
certification services in the fields of quality assurance, health
and safety, environment, and social responsibility (QHSE).
The firm's quality management system provides the
framework for continual improvement of its internal
management processes and resources which will in turn add
value for the City through the services offered and delivered.
In addition, BV's quality management system gives the
company and the City the confidence that the provision
of services and products will be delivered consistently to
predetermined high standards worldwide.
Budget Controls and Billing Related f
'
Quality Assurance - FLEX
e X
Budget control is achieved by closely
monitoring work assignment labor and ®®�
direct expenses. Work reports must be
completed by each individual and the labor hours must be
approved by the project manager before being charged to
The City of Newport Beach. Similarly, expense reports and
other direct expenses must be approved by the project
manager prior to entering the cost data system.
44
To ensure optimal administration of the main functionalities
of contract management and the facilitation of billing related
quality assurance BV utilizes FLEX, a software developed by
J.D. Edwards World Solution Company. FLEX is a reference
repository which is comprised of all billing and contractual
information (invoices, work assignments, expenses, labor
reports, project reports, etc.). This state of the art system
assists BV in implementing and maintaining a number of
budget and cost control processes which:
• Ensures data integrity and allows for a flexible and
secure billing process
• Enhances billing efficiency and productivity
• Minimizes revenue leakage by monitoring its sources
through control reports
FLEX ensures contract and budget control via standardized
features and alignment of project information in real time.
Additionally, the system is designed to promote contract
follow up from project outset to closing which helps to
establish and maintain optimal communication.
Project Management and Schedule Controls - Quickbase
Protrack
Work assignment schedules will be managed on several
levels. The project manager will maintain regular contact
with the City managerto communicate the projectstatus and
progress on deliverables. In addition, an internal schedule
including critical milestones and deliverable due dates will
be established prior to initiating the task work. This allows
ample time For editorial and technical review, changes, and
assurance in schedule compliance.
In order to efficiently and effectively track project workflow
BV employs Protrack, a quality assurance software solution
created by Quickbase. This custom-built program was
developed specifically to meet the needs of the firm and
enhance its project management capabilities in service to its
clients. Protrack monitors numerous pieces of project data
in real time including, but not limited to, project schedule
status, active projects by office, project type, number of
active projects per client, weekly number of new projects
initiated, and much more. The program's dashboard
allows users to generate reports which can provide an
overall snapshot of BV's current activities or can be filtered
to present precise details regarding a specific project or
client. The crucial information monitored in Protrack not
only aids in maintaining schedules and project turnaround
times but also gives the firm the capacity to make decisive
course corrections which ensure deliverables of the highest
caliber and complete customer satisfaction. Furthermore,
Protrack is designed to work collaboratively with BV's billing
and invoicing software, FLEX, to enable the consistent
completion of projects on -time and on -budget.
7-139
CARE PROGRAM — A PROVEN, FORMALIZED & INTEGRATED PLAN REVIEW PROCESS
The plan review process we follow for efficient cornpletion of concurrent task management is shown in the flowchart below
and managed through our CARE Program, a formalized and integrated process whereby Coordination, Analytical, Review, and
Expert management/quality control functions are consistently implemented on each and every project. We will implement a
comprehensive program based on best practices to validate that each and every review is thorough, accurate, consistent, and
timely. This system's success is based on thousands of hours of practical, real -world experience by our dedicated personnel
and their unique ability to interact quickly and efficiently with your staff. The specific roles of each of our CARE elements
include:
Coordinator:
Our clerical personnel will handle various administrative functions, such as logging information (project tracking, time
budgeting), managing project controls, maintaining and distributing communications, reviewing agendas and ordinance
issues, and fielding calls on project status. The Coordinator is the first line of contact for each project submittal.
Analyst: '
Our analysts will review submittals, title sheets, and non -design items; maintain files; monitor due dates; monitor contract
budget and status tracking reports; and coordinate invoicing. Our analysts also maximize and "right place" personnel
resources to meet turnaround times in a quality manner. When assigning resubmittalsto staff, our Analyst ensures consistency
by passing the project to the same reviewer that performed the previous reviews. Reassignments are done when unforeseen
circumstances dictate.
Reviewer:
Our experienced building plan reviewers will routinely review agency standards, ordinances, guidelines, and checklists; create
comments letters; coordinate project return with the coordinator; attend review meetings; and communicate questions/
solutions to project stakeholders. Because of our depth of resources and project tools (checklists, corrections letters, etc),
reassigned projects can be reviewed without missing deadlines or causing unnecessary rechecks.
Expert:
BV experts will provide the final quality assurance review of applicable plans, studies, and reports in accordance with all
accepted engineering, building codes of different disciplines, Subdivision Map Act, and industry professional practices. They
will comply with the applicable regulations; visit the client contact regularly; monitor project progress with the reviewer;
disseminate project/agency information to the team; train team members; peer review comments letters; and communicate
questions/solutions to stakeholders. Additionally, Experts provide quality assurance reviews to each project which minimizes
the number of resubmittals.
OCESS 0 OJ
Coordinator Analyst
Bureau Veritas
City of Newport Receives Plans& Discuss Key Issues
Beach Enters Information with City
Assigns Project IntoWeb-Enabled
System &Tracking Log F
Submittal Intake
Checklist
45
PermitApplication
Submittal
Distribute Plans
to Appropriate
Plan Reviewers &
Agencies
Q Q
Reviewer Expert
Plumbing Plan
Review
Mechanical Plan
Review i
Architectural
Quality Review
Plan Review
I
Structural Plan
Review
Prepare Corrections
��
ElectAcal Plan
Review
Memo
Building Plan
En terinformatronlnto
Plan Management
Sysfem
Review
Fire &Safety
Services
City of Newport
Beach Permit
Issuance
7-140
EXHIBIT B
SCHEDULE OF BILLING RATES
Bureau Veritas North America, Inc. Page B-1 7-141
CITY OF NEWPORT BEACH -BUILDING PLAN REVIEW & INSPECTION SERVICES
BV understands and agree to the fees and terms outlined in the City of Newport Beach's RFP No. 22-45 in Section: Scope of
Services. BV has the capacityto provide on -site (at Newport Beach City Hall) Building Plan Review; Structural Review; Building
Inspection; and Building Permit Technician services.
BV's inspection team has the capacity to provide building inspection services to cover personnel vacation time, peak
workloads, specialized inspection activities, and any other situations which may arise. These activities may include next -day
inspections and same -day response to important or urgent requests. BV's building inspection services can be adjusted to
provide a high level of coordination specifically suited to the City's request.
BVs' pricing reflects our commitment to the success of the City of Newport Beach by helping the City maintain significant
quality and cost saving benefits. These Include:
• Reduced plan review turnaround times
• Implementation of electronic plan review processes to help improve efficiency and control costs
• Commitment to maintaining a proposed rate structure for the life of the initial contract period
• Highly qualified and licensed staff
• Assist City Staff with special projects involving in the review of complex structural design on as -needed basis
• Confidence of working with a well -established consultant in business for 190+years
PLAN CHECK PERCENTAGE OF BASED ON COLLECTED
Non -Residential Projects: 60% of City Collected Fees
Residential Projects: 45% of City Collected Fees
PerCity, Fee Schedule includes one (1) plan check and two (2) re -checks based on a percentage of City building plan reviewservice
fees, and the hourly rate for miscellaneous plan review
HOURLYRATES FORSERVICES*
Personnel Classifications
2022 Hourly Billing
Rate�
ON -SITE
Billing Rate
Structural Engineer (Master's Degree & 10 Years of Experience)
$150.00
$165.00
Plan Review Engineer/ ICC Certified Plans Examiner (BA & 4 Years of Exeperience)
$130.00
$145.00
Plan Review Examiner (Miscellaneous Plan Reviews)
$115.00
$130.00
ICC Certified Fire Plans Examiner
$130.00
$145.00
Fire Plans Examiner
$115.00
$130.00
Solar Program
•• Review
' e
Typical Solar Review - Initial Review
$150.00
4 Working Days
Typical Solar Review - Subsequent Review
$50.00
2 Working Days
Expedited Solar Review- Initial Review
$250.00
2 Working Days
Expedited Solar Review -Subsequent Review
$70.00
1 Working Day
1 s
Senior ICC Certified Building Inspector
$95.00-$110.00
ICC Certified Building Inspector
$85.00-$100.00
Senior ICC Certified Fire Inspector
$100.00-$115.00
ICC Certified Fire Inspector
$85.00-$100.00
ICC Certified Permit Technician
$65.00-$85.00
7-142
* Fast track/ Expedited plan reviews shall bean additional 1.5 times the fees shown above.
* Overtime (OT) will be charged at 25% times the standard hourly rate; hours worked on a designated holiday will be
charged at the appropriate OT rate. No overtime will be charged without approval.
" Rates and cost estimates shown above exclude per diem, prevailing wage and union rates. Should these be applicable,
BV will discuss and negotiate fees to account for increased personnel costs.
" Extremely large and/or complex projects can be pre -negotiated.
The Solar Program pricing is for offsite reviews, any onsite support would fall under the Plan Review or Plan Examiner
on -site hourly rate.
" Mileage for employee -owned vehicles used in connection with the work will be at the current IRS rate. No travel
expenses or mileage shall apply for travel within Orange County, or for Consultant's personnel and agents' travel to
and from that person's primary worksite.
TURN -AROUND SCHEDULE
BV acknowledges the City requirement that each plan check, when not conducted in City Hall, will be completed within the
time specified below:
First Check: Ten (10) working days from submittal by applicant
Subsequent Checks: Five (5) working days
Inspections
• Perform all inspections the following day after request.
• Weekend and emergency response inspections upon request.
7-143
EXHIBIT C
INSURANCE REQUIREMENTS — PROFESSIONAL SERVICES
1. Provision of Insurance. Without limiting Consultant's indemnification of City, and
prior to commencement of Work, Consultant shall obtain, provide and maintain at
its own expense during the term of this Agreement, policies of insurance of the
type and amounts described below and in a form satisfactory to City. Consultant
agrees to provide insurance in accordance with requirements set forth here. If
Consultant uses existing coverage to comply and that coverage does not meet
these requirements, Consultant agrees to amend, supplement or endorse the
existing coverage.
2. Acceptable Insurers. All insurance policies shall be issued by an insurance
company currently authorized by the Insurance Commissioner to transact
business of insurance in the State of California, with an assigned policyholders'
Rating of A- (or higher) and Financial Size Category Class VII (or larger) in
accordance with the latest edition of Best's Key Rating Guide, unless otherwise
approved by the City's Risk Manager.
3. Coverage Requirements.
A. Workers' Compensation Insurance. Consultant shall maintain Workers'
Compensation Insurance, statutory limits, and Employer's Liability
Insurance with limits of at least one million dollars ($1,000,000) each
accident for bodily injury by accident and each employee for bodily injury by
disease in accordance with the laws of the State of California, Section 3700
of the Labor Code.
Consultant shall submit to City, along with the certificate of insurance, a
Waiver of Subrogation endorsement in favor of City, its City Council, boards
and commissions, officers, agents, volunteers, employees and any person
or entity owning or otherwise in legal control of the property upon which
Consultant performs the Project and/or Services contemplated by this
Agreement.
B. General Liabilitv Insurance. Consultant shall maintain commercial general
liability insurance, and if necessary umbrella liability insurance, with
coverage at least as broad as provided by Insurance Services Office form
CG 00 01, in an amount not less than one million dollars ($1,000,000) per
occurrence, two million dollars ($2,000,000) general aggregate. The policy
shall cover liability arising from premises, operations, personal and
advertising injury, and liability assumed under an insured contract (including
the tort liability of another assumed in a business contract).
C. Automobile Liability Insurance. Consultant shall maintain automobile
insurance at least as broad as Insurance Services Office form CA 00 01
covering bodily injury and property damage for all activities of Consultant
arising out of or in connection with Work to be performed under this
Bureau Veritas North America, Inc. Page C-1 7-144
Agreement, including coverage for any owned, hired, non -owned or rented
vehicles, in an amount not less than one million dollars ($1,000,000)
combined single limit each accident.
D. Professional LiabilitV (Errors & Omissions) Insurance. Consultant shall
maintain professional liability insurance that covers the Services to be
performed in connection with this Agreement, in the minimum amount of
one million dollars ($1,000,000) per claim and two million dollars
($2,000,000) in the aggregate. Any policy inception date, continuity date,
or retroactive date must be before the Effective Date of this Agreement and
Consultant agrees to maintain continuous coverage through a period no
less than three years after completion of the Services required by this
Agreement.
4. Other Insurance Requirements. The policies are to contain, or be endorsed to
contain, the following provisions:
A. Waiver of Subrogation. All insurance coverage maintained or procured
pursuant to this Agreement shall be endorsed to waive subrogation against
City, its City Council, boards and commissions, officers, agents, volunteers,
employees and any person or entity owning or otherwise in legal control of
the property upon which Consultant performs the Project and/or Services
contemplated by this Agreement or shall specifically allow Consultant or
others providing insurance evidence in compliance with these requirements
to waive their right of recovery prior to a loss. Consultant hereby waives its
own right of recovery against City, and shall require similar written express
waivers from each of its subconsultants.
B. Additional Insured Status. All liability policies including general liability,
excess liability, pollution liability, and automobile liability, if required, but not
including professional liability, shall provide or be endorsed to provide that
City, its City Council, boards and commissions, officers, agents, volunteers,
employees and any person or entity owning or otherwise in legal control of
the property upon which Consultant performs the Project and/or Services
contemplated by this Agreement shall be included as insureds under such
policies.
C. Primary and Non Contributory. All liability coverage shall apply on a primary
basis and shall not require contribution from any insurance or self-insurance
maintained by City.
D. Notice of Cancellation. All policies shall provide City with thirty (30)
calendar days' notice of cancellation (except for nonpayment for which ten
(10) calendar days' notice is required) or nonrenewal of coverage for each
required coverage.
5. Additional Agreements Between the Parties. The parties hereby agree to the
following:
Bureau Veritas North America, Inc. Page C-2 7-145
A. Evidence of Insurance. Consultant shall provide certificates of insurance to
City as evidence of the insurance coverage required herein, along with a
waiver of subrogation endorsement for workers' compensation and other
endorsements as specified herein for each coverage. Insurance certificates
and endorsement must be approved by City's Risk Manager prior to
commencement of performance. Current certification of insurance shall be
kept on file with City at all times during the term of this Agreement. The
certificates and endorsements for each insurance policy shall be signed by
a person authorized by that insurer to bind coverage on its behalf. At least
fifteen (15) days prior to the expiration of any such policy, evidence of
insurance showing that such insurance coverage has been renewed or
extended shall be filed with the City. If such coverage is cancelled or
reduced, Consultant shall, within ten (10) days after receipt of written notice
of such cancellation or reduction of coverage, file with the City evidence of
insurance showing that the required insurance has been reinstated or has
been provided through another insurance company or companies. City
reserves the right to require complete, certified copies of all required
insurance policies, at any time.
B. City's Right to Revise Requirements. City reserves the right at any time
during the term of the Agreement to change the amounts and types of
insurance required by giving Consultant sixty (60) calendar days' advance
written notice of such change. If such change results in substantial
additional cost to Consultant, City and Consultant may renegotiate
Consultant's compensation.
C. Right to Review Subcontracts. Consultant agrees that upon request, all
agreements with subcontractors or others with whom Consultant enters into
contracts with on behalf of City will be submitted to City for review. Failure
of City to request copies of such agreements will not impose any liability on
City, or its employees. Consultant shall require and verify that all
subcontractors maintain insurance meeting all the requirements stated
herein, and Consultant shall ensure that City is an additional insured on
insurance required from subcontractors. For CGL coverage,
subcontractors shall provide coverage with a format at least as broad as CG
20 38 04 13.
D. Enforcement of Agreement Provisions. Consultant acknowledges and
agrees that any actual or alleged failure on the part of City to inform
Consultant of non-compliance with any requirement imposes no additional
obligations on City nor does it waive any rights hereunder.
E. Requirements not Limiting. Requirements of specific coverage features or
limits contained in this Section are not intended as a limitation on coverage,
limits or other requirements, or a waiver of any coverage normally provided
by any insurance. Speck reference to a given coverage feature is for
purposes of clarification only as it pertains to a given issue and is not
intended by any party or insured to be all inclusive, or to the exclusion of
other coverage, or a waiver of any type. If the Consultant maintains higher
Bureau Veritas North America, Inc. Page C-3 7-146
limits than the minimums shown above, the City requires and shall be
entitled to coverage for higher limits maintained by the Consultant. Any
available insurance proceeds in excess of the specified minimum limits of
insurance and coverage shall be available to the City.
F. Self -insured Retentions. Any self -insured retentions must be declared to
and approved by City. City reserves the right to require that self -insured
retentions be eliminated, lowered, or replaced by a deductible. Self-
insurance will not be considered to comply with these requirements unless
approved by City.
G. City Remedies for Non -Compliance. If Consultant or any subconsultant fails
to provide and maintain insurance as required herein, then City shall have
the right but not the obligation, to purchase such insurance, to terminate this
Agreement, or to suspend Consultant's right to proceed until proper
evidence of insurance is provided. Any amounts paid by City shall, at City's
sole option, be deducted from amounts payable to Consultant or reimbursed
by Consultant upon demand.
H. Timely Notice of Claims. Consultant shall give City prompt and timely notice
of claims made or suits instituted that arise out of or result from Consultant's
performance under this Agreement, and that involve or may involve
coverage under any of the required liability policies. City assumes no
obligation or liability by such notice, but has the right (but not the duty) to
monitor the handling of any such claim or claims if they are likely to involve
City.
Consultant's Insurance. Consultant shall also procure and maintain, at its
own cost and expense, any additional kinds of insurance, which in its own
judgment may be necessary for its proper protection and prosecution of the
Work.
Bureau Veritas North America, Inc. Page C-4 7-147
Name:
,account Number:.
,address:
Status:
Bureau Veritas North America, Inc.
FV00000806
1601 Sawgrass Corporate Parkway. Suite 400, Fort Lauderdale, FL, 33323
Currently in Compliance.
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Account information
Account Number:
FV00000806
Risk Tyne:
Professional Services Agreement
Do Not Cali:
Address Updated:
;
Address Information
Mailing Address
Physical Address
Insured:
Bureau Veritas North America, Inc.
Address 1:
1601 Sawgrass Corporate Park vay
Address 2:
Suite 400
City:
Fort Lauderdale
State:
FL
Zip:
33323
Country:
Contract Information
Contract Number: Staff Augmentation and Plan Review, Services
Contract Start Date: 07115.2022 Contract End Date: Wil412025
7-148
Attachment C
Professional Services Agreement Amendment with CSG Consultant, Inc.
7-149
AMENDMENT NO. THREE TO
PROFESSIONAL SERVICES AGREEMENT
WITH CSG CONSULTANTS, INC. FOR
STAFF AUGMENTATION AND PLAN REVIEW SERVICES
THIS AMENDMENT NO. THREE TO PROFESSIONAL SERVICES AGREEMENT
("Amendment No. Three") is made and entered into as of this 26TH day of September,
2023 ("Effective Date"), by and between the CITY OF NEWPORT BEACH, a California
municipal corporation and charter city ("City"), and CSG CONSULTANTS, INC., a
California corporation ("Consultant"), whose address is on file with the Secretary of State
of 550 Pilgrim Drive, Foster City, CA 94404, with a local address of 3707 West Garden
Grove Boulevard, Suite 100, Garden Grove, CA 92868, and is made with reference to the
following:
RECITALS
A. On July 15, 2022, City and Consultant entered into a Professional Services
Agreement ("Agreement") for Staff Augmentation and Plan Review Services
("Project").
B. On October 7, 2022, City and Consultant entered into Amendment No. One to the
Agreement ("Amendment No. One") to reflect additional services not previously
included in the Agreement, and to increase the total compensation.
C. On February 2, 2023, City and Consultant entered into Amendment No. Two to the
Agreement ("Amendment No. Two") to reflect additional services not previously
included in the Agreement, and to increase the total compensation.
D. The parties desire to enter into this Amendment No. Three to increase the total
compensation.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
COMPENSATION TO CONSULTANT
Section 4.1 of the Agreement is amended in its entirety and replaced with the
following: "City shall pay Consultant for the Services on a time and expense not -to -
exceed basis in accordance with the provisions of this Section and the Schedule of Billing
Rates attached hereto as Exhibit B and incorporated herein by reference. Consultant's
compensation for all Work performed in accordance with this Agreement, including all
reimbursable items and subconsultant fees, shall not exceed Three Hundred Seventy
Thousand Dollars and 00/100 ($370,000.00), without prior written authorization from
City. No billing rate changes shall be made during the term of this Agreement without the
prior written approval of City."
The total amended compensation reflects Consultant's additional compensation
for additional Services to be performed in accordance with this Amendment No. Three,
including all reimbursable items and subconsultant fees, in an amount not to exceed Two
Hundred and Fifty Thousand Dollars and 001100 ($250,000.00).
CSG Consultants, Inc. Page 1 7-150
2. INTEGRATED CONTRACT
Except as expressly modified herein, all other provisions, terms, and covenants
set forth in the Agreement shall remain unchanged and shall be in full force and effect.
[SIGNATURES ON NEXT PAGE]
CSG Consultants, Inc. Page 2 7-151
IN WITNESS WHEREOF, the parties have caused this Amendment No. Three to
be executed on the dates written below.
APPROVED AS TO FORM:
CITY ATTORN 'S OFFICE
Date: r Z3
By:-
ro C. Har
utyAttorn y 8�L/23
ATTEST:
Date:
0
CITY OF NEWPORT BEACH,
a California municipal corporation
Date:
By:
Noah Blom
Mayor
CONSULTANT: CSG Consultants, Inc., a
California corporation
Date:
Bv:
Leilani 1. Brown Cyrus Kianpour
City Clerk Chief Executive Officer
Date:
By:
Nourdin Khayata
Secretary
(END OF SIGNATURES]
CSG Consultants, Inc. Page 3 7-152
CITY OF NEINPORT BEACH
100 Civic Center Drive
Newport Beach, California 92660
949 644-3005 1 949 644-3039 FAX
newportbeachca.gov/cityclerk
�IFORr
February 22, 2023
CSG Consultants, Inc.
Attn: Paramj it Uppal
550 Pilgrim Drive
Foster City, CA 94404
Re: City Contract No. C-8937-1
Dear Paramjit Uppal:
Enclosed please find your executed copy of Amendment No. Two to the Professional
Services Agreement for Staff Augmentation and Plan Review Services.
If you have any questions or need additional information, please contact Administrative
Analyst Brittany Ramirez at (949) 644-3239.
Sincerely,
Leilani I. Brown, MMC
City Clerk
Enclosures
cc: Brittany Ramirez, Community Development (via email)
AMENDMENT NO. TWO TO
PROFESSIONAL SERVICES AGREEMENT
WITH CSG CONSULTANTS, INC. FOR
STAFF AUGMENTATION AND PLAN REVIEW SERVICES
THIS AMENDMENT NO. TWO TO PROFESSIONAL SERVICES AGREEMENT
("Amendment No. Two") is made and entered into as of this 2nd day of February, 2023
("Effective Date"), by and between the CITY OF NEWPORT BEACH, a California
municipal corporation and charter city ("City"), and CSG CONSULTANTS, INC., a
California corporation ("Consultant"), whose address is on file with the Secretary of State
if 550 Pilgrim Drive, Foster City, CA 94404, with a local address of 3707 West Garden
Grove Boulevard, Suite 100, Garden Grove, CA 92868, and is made with reference to the
following:
RECITALS
A. On July 15, 2022, City and Consultant entered into a Professional Services
Agreement ("Agreement") to engage Consultant to provide Staff Augmentation and
Plan Review Services ("Project").
B. On October 7, 2022, City and Consultant entered into Amendment No. One to the
Agreement ("Amendment No. One") to reflect additional Services not included in
the Agreement and to increase the total compensation.
C. Since entering into the Amendment, Consultant was asked to perform a higher
volume of Work than was originally anticipated.
D. The parties desire to enter into. this Amendment No. Two to reflect these additional
Services or Work not anticipated in the Agreement, as amended, and to increase
the total compensation.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
1. COMPENSATION TO CONSULTANT
Section 4.1 of the Agreement is amended in its entirety and replaced with the
following: "City shall pay Consultant for the Services on a time and expense not -to -
exceed basis in accordance with the provisions of this Section and the Schedule of Billing
Rates attached hereto as Exhibit B and incorporated herein by reference. Consultant's
compensation for all Work performed in accordance with this Agreement, including all
reimbursable items and subconsultant fees, shall not exceed One Hundred Twenty
Thousand Dollars and 00/100 ($120,000.00), without prior written authorization from
City. No billing rate changes shall be made during the term of this Agreement without the
prior written approval of City."
The total amended compensation reflects Consultant's additional compensation
for additional Services to be performed in accordance with this Amendment No. Two,
including all reimbursable items and subconsultant fees, in an amount not to exceed
Forty Five Thousand Dollars and 00/100 ($45,000.00).
CSG Consultants, Inc. Page 1 7-154
2. INTEGRATED CONTRACT
Except as expressly modified herein, all other provisions, terms, and covenants
set forth in the Agreement shall remain unchanged and shall be in full force and effect.
[SIGNATURES ON NEXT PAGE]
CSG Consultants, Inc. Page 2 7-155
IN WITNESS WHEREOF, the parties have caused this Amendment No. Two to be
executed on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date:
CITY OF NEWPORT BEACH,
a California mu icipal corporation
Date: ti taw 3
By: 0R. By: A— ���
r ' Har' ' c.
?yy tt rneyp �` G' Man geung
ATTEST:
Date:
r
By: 'S411"M
Lei ani 1. Brown
City Clerk
CONSULTANT: CSG Consultants, Inc., a
California corporation
Date:
Signed in Counterpart
By:
Cyrus Kianpour
Chief Executive Officer
Date:
Signed in Counterpart
By.
Nourdin Khayata
Secretary
[END OF SIGNATURES]
CSG Consultants, Inc. Page 3 7-156
IN WITNESS WHEREOF, the parties have caused this Amendment No. Two to be
executed on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: I3��2�
By: w A, t�)Al I
ron C. Harp a3
y Attorney
ATTEST:
Date:
On
Leilani I. Brown
City Clerk
CITY OF NEWPORT BEACH,
a California municipal corporation
Date:
By:
Grace K. Leung
City Manager
CONSULTANT: CSG Consultants, Inc., a
California corporation
Date. Z — 2/ 7r 2 a 2-3
By: z `
CyrLK Kian
Chief Exec
e Officer
Date:l�►(p,2�y
By: _
Nourdin Khayata
Secretary
[END OF SIGNATURES]
CSG Consultants, Inc. Page 3
7-157
CITY OFINIEWPORT BEACH
100 Civic Center Drive
Newport Beach, California 92660
949 644-3005 1 949 644-3039 FAX
newportbeachca.gov/cityclerk
October 13, 2022
CSG Consultants, Inc.
Attn: Paramjit Uppal
550 Pilgrim Drive
Foster City, CA 94404
Re: City Contract No. C-8937-1
Dear Paramjit Uppal:
Enclosed please find your executed copy of Amendment No. One to the Professional
Services Agreement for Staff Augmentation and Plan Review Services.
If you have any questions or need additional information, please contact Administrative
Analyst Brittany Ramirez at (949) 644-3239.
Sincerely,
Leilani I. Brown, MMC
City Clerk
Enclosures
cc: Brittany Ramirez, Community Development (via email)
AMENDMENT NO. ONE TO
PROFESSIONAL SERVICES AGREEMENT
WITH CSG CONSULTANTS, INC. FOR
STAFF AUGMENTATION AND PLAN REVIEW SERVICES
THIS AMENDMENT NO. ONE TO PROFESSIONAL SERVICES AGREEMENT
("Amendment No. One") is made and entered into as of this 7th day of October, 2022
("Effective Date"), by and between the CITY OF NEWPORT BEACH, a California
municipal corporation and charter city ("City"), and CSG CONSULTANTS, INC., a
California corporation ("Consultant"), whose address on file with the Secretary of State is
550 Pilgrim Drive, Foster City, California 94404, with a local address of 3707 West Garden
Grove Boulevard, Suite 100, Garden Grove, California 92868, and is made with reference
to the following:
RECITALS
A. On July 15, 2022, City and Consultant entered into a Professional Services
Agreement ("Agreement") for Staff Augmentation and Plan Review Services
("Project").
B. The parties desire to enter into this Amendment No. One to reflect additional
Services not included in the Agreement and to increase the total compensation.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
1. SERVICES TO BE PERFORMED
Exhibit A to the Agreement shall be supplemented to include the Scope of
Services, attached hereto as Exhibit A and incorporated herein by reference ("Services"
or "Work"). Exhibit A to the Agreement and Exhibit A to this Amendment No. One shall
collectively be known as "Exhibit A." The City may elect to delete certain Services within
the Scope of Services at its sole discretion. In the event of a conflict between Exhibit A to
the Agreement and Exhibit A to this Amendment No. One, Exhibit A to this Amendment
No. One shall control and supersede.
2. COMPENSATION TO CONSULTANT
Section 4.1 of the Agreement is amended in its entirety and replaced with the
following: "City shall pay Consultant for the Services on a time and expense not -to -
exceed basis in accordance with the provisions of this Section and the Schedule of Billing
Rates attached hereto as Exhibit B and incorporated herein by reference. Consultant's
compensation for all Work performed in accordance with this Agreement, including all
reimbursable items and subconsultant fees, shall not exceed Seventy Five Thousand
Dollars and 001100 ($75,000.00), without prior written authorization from City. No billing
rate changes shall be made during the term of this Agreement without the prior written
approval of City."
7-159
The total amended compensation reflects Consultant's additional compensation
for additional Services to be performed in accordance with this Amendment No. One,
including all reimbursable items and subconsultant fees, in an amount not to exceed
Forty Five Thousand Dollars and 001100 ($45,000.00).
3. INTEGRATED CONTRACT
Except as expressly modified herein, all other provisions, terms, and covenants
set forth in the Agreement shall remain unchanged and shall be in full force and effect.
[SIGNATURES ON NEXT PAGE]
CSG Consultants, Inc. Page 2
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IN WITNESS WHEREOF, the parties have caused this Amendment No. One to be
executed on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: /,72-
Y
B :�'Ip
r n C. Harp ►ol(pla-w(b,
Ci y Attorney
ATTEST:
Date: J0. % 2-
By:
Lei ani I. Brown
City Clerk
1;:q- -�IF0R%
CITY OF NEWPORT BEACH,
a California muni ipal corporation
Date: /d o z
By:
Seimone Jurjis
Community Dev op ent Director
CONSULTANT: CSG Consultants, Inc., a
California corporation
Date:
Signed in Counterpart
By:
Cyrus Kianpour
Chief Executive Officer
Date:
Signed in Counterpart
By:
Nourdin Khayata
Secretary
[END OF SIGNATURES]
Attachments: Exhibit A - Scope of Services
CSG Consultants, Inc. Page 3
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IN WITNESS WHEREOF, the parties have caused this Amendment No. One to be
executed on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date: I () /OG/22-
>n C. Harp tofu
Attorney
ATTEST:
Date:
Leilani I. Brown
City Clerk
Attachments:
CITY OF NEWPORT BEACH,
a California municipal corporation
Date:
By:
1*V Seimone Jurjis
Community Development Director
CONSULTANT: CSG Consultants, Inc., a
California corporation
Date: la- �Z - Za zZ
By:
Cyr s Ki p r
Chief Ex cut e Officer
Date: /a- 7 - 2-0 ZZ
By:
Nourdin Khayat
Secretary
[END OF SIGNATURES]
Exhibit A - Scope of Services
CSG Consultants, Inc. Page 3
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EXHIBIT A
SCOPE OF SERVICES
EMPLOYMENT PROVISION
Consultant shall carry out its responsibilities under this Agreement with regard to the
employment of persons and sub -consultants working on the Agreement as set forth
below. Consultant shall not discriminate on the basis of race, color, creed, national
origin, religion, sex, age, or handicap. In the event any of the work performed by
Consultant is subcontracted to another person or firm (with approval of the City as is
required), the sub -contract shall contain a similar provision.
Consultant shall ensure its personnel will not work:
• more than 960 hours a year at the City,
• full-time for more than six (6) months;
• regular part-time service of at least twenty (20) hours per week for
one year or longer;
Consultant shall maintain control of the manner and means of its personnel's work
schedules; and Consultant shall ensure their personnel working on City projects
understand that they do not work for the City and there is no employee/employer
relationship with the City.
BUILDING PLAN REVIEW SERVICES
Consultant shall assist City staff with timely and accurate plan check services for the
following scope of plan check. Consultant shall:
• Review residential, commercial and industrial buildings for compliance with the
City -adopted codes, including California Building and Residential Codes, Green
Code, Mechanical Code, Plumbing Code, and Electrical Code; The City of
Newport Beach Municipal Code; and State Energy Conservation requirements.
• Provide one (1) Fire Plans Examiner to review fire code plans for residential,
commercial and industrial projects, working off -site and attending meetings, as
directed by the Fire Marshal.
• Provide written notification to each applicant, consisting of a complete
electronically -generated plan check letter, which outlines the documents
reviewed, instructions to the applicant regarding the processing of documents,
and a listing of plan check comments. The plan check comments will refer to
appropriate sheets, details or calculations pages and the code section of
concern. Comments shall specify the apparent code violation.
• Be available, during regular business hours, to discuss and clarify plan check
issues with applicants, designers, owners and consultants. Resolution of code
CSG Consultants, Inc. Page A-1 7-163
issues may be performed by telephone, or meetings, prior to resubmitting
corrected plans and documents.
• Attend all required meetings as directed by the Chief Building Official.
• Review soils report, for compliance with CBC, for the proposed scope of work.
• Review grading plans to assure conformance with City codes, written policies
and standard specifications and compliance with the recommendations,
specifications and details contained in the submitted soils report and assure that
all appropriate details are shown on the plans. Review quantity calculations to
assure accuracy and completeness.
• Review surveys, in accordance with City Policy.
• Review Erosion Control Plans to verify erosion and sedimentation measures
comply with the Best Management Practices per City standards.
Turn -Around Schedule:
Consultant shall complete each plan check, when not conducted in City Hall, within
the time specified below:
• First Check: Ten (10) working days from submittal by applicant
• Subsequent Checks: Five (5) working days
Qualifications:
• Experience: Four years of experience checking building plans.
• Training: Bachelor's degree from an accredited college or university with major
coursework in civil engineering, structural engineering, or architecture.
• License/Certificate: Possession of a valid California driver's license.
Possession of State of California registration as a professional engineer or
architect. Possession of an ICC "Building Plans Examiner" certificate.
Possession of an ICC "Fire Plans Examiner" certificate for reviewing Fire code -
based plans.
• Additional Requirement: Members of the consultant team performing Building
Plan Review services on -site, must successfully complete a thorough
background review, including being fingerprinted by Newport Beach Police
Department.
• Supervision Received and Exercised: Consultant will receive direction from the
Chief Building Official or his or her designee.
• Hours of Work: Consultants assisting with Building Plan Review services shall
be available during regular business hours.
CSG Consultants, Inc. Page A-2 7-164
CITY OF NEWPORT BEACH
100 Civic Center Drive
Newport Beach, California 92660
949 644-3005 1 949 644-3039 FAX
newportbeachca.gov/cityclerk
August 23, 2022
CSG Consultants, Inc.
Attn: Paramjit Uppal
550 Pilgrim Drive
Foster City, CA 94404
Re: City Contract No. C-8937-1
Dear Paramjit Uppal:
Enclosed please find your executed copy of the Professional Services Agreement for Staff
Augmentation and Plan Review Services.
If you have any questions or need additional information, please contact Administrative
Analyst Brittany Ramirez at (949) 644-3239.
Sincerely,
Leilani I. Brown, MMC
City Clerk
Enclosures
cc: Brittany Ramirez, Community Development (via email)
PROFESSIONAL SERVICES AGREEMENT
WITH CSG CONSULTANTS, INC. FOR
STAFF AUGMENTATION AND PLAN REVIEW SERVICES
THIS PROFESSIONAL SERVICES AGREEMENT ("Agreement") is made and
entered into as of this 15th day of July, 2022 ("Effective Date"), by and between the CITY
OF NEWPORT BEACH, a California municipal corporation and charter city ("City"), and
CSG CONSULTANTS, INC., a California corporation ("Consultant"), whose address on
file with the Secretary of State is 550 Pilgrim Drive, Foster City, CA 94404, with a local
address of 3707 West Garden Grove Boulevard, Suite 100, Garden Grove, CA 92868,
and is made with reference to the following:
RECITALS
A. City is a municipal corporation duly organized and validly existing under the laws
of the State of California with the power to carry on its business as it is now being
conducted under the statutes of the State of California and the Charter of City.
B. City desires to engage Consultant to provide Staff Augmentation and Plan Review
Services ("Project").
C. Consultant possesses the skill, experience, ability, background, certification and
knowledge to provide the professional services described in this Agreement.
D. City has solicited and received a proposal from Consultant, has reviewed the
previous experience and evaluated the expertise of Consultant, and desires to
retain Consultant to render professional services under the terms and conditions
set forth in this Agreement.
NOW, THEREFORE, it is mutually agreed by and between the undersigned parties
as follows:
TERM
The term of this Agreement shall commence on the Effective Date, and shall
terminate on July 14, 2025, unless terminated earlier as set forth herein.
2. SERVICES TO BE PERFORMED
Consultant shall diligently perform all the services described in the Scope of
Services attached hereto as Exhibit A and incorporated herein by reference ("Services"
or "Work"). City may elect to delete certain Services within the Scope of Services at its
sole discretion.
3. TIME OF PERFORMANCE
3.1 Time is of the essence in the performance of Services under this Agreement
and Consultant shall perform the Services in accordance with the schedule included in
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Exhibit A. In the absence of a specific schedule, the Services shall be performed to
completion in a diligent and timely manner. The failure by Consultant to strictly adhere to
the schedule set forth in Exhibit A, if any, or perform the Services in a diligent and timely
manner may result in termination of this Agreement by City.
3.2 Notwithstanding the foregoing, Consultant shall not be responsible for
delays due to causes beyond Consultant's reasonable control. However, in the case of
any such delay in the Services to be provided for the Project, each party hereby agrees
to provide notice within two (2) calendar days of the occurrence causing the delay to the
other party so that all delays can be addressed.
3.3 Consultant shall submit all requests for extensions of time for performance
in writing to the Project Administrator as defined herein not later than ten (10) calendar
days after the start of the condition that purportedly causes a delay. The Project
Administrator shall review all such requests and may grant reasonable time extensions
for unforeseeable delays that are beyond Consultant's control.
3.4 For all time periods not specifically set forth herein, Consultant shall
respond in the most expedient and appropriate manner under the circumstances, by
hand -delivery or mail.
4. COMPENSATION TO CONSULTANT
4.1 City shall pay Consultant for the Services on a time and expense not -to -
exceed basis in accordance with the provisions of this Section and the Schedule of Billing
Rates attached hereto as Exhibit B and incorporated herein by reference. Consultant's
compensation for all Work performed in accordance with this Agreement, including all
reimbursable items and subconsultant fees, shall not exceed Thirty Thousand Dollars
and 00/100 ($30,000.00), without prior written authorization from City. No billing rate
changes shall be made during the term of this Agreement without the prior written
approval of City.
4.2 Consultant shall submit monthly invoices to City describing the Work
performed the preceding month. Consultant's bills shall include the name of the person
who performed the Work, a brief description of the Services performed and/or the specific
task in the Scope of Services to which it relates, the date the Services were performed,
the number of hours spent on all Work billed on an hourly basis, and a description of any
reimbursable expenditures. City shall pay Consultant no later than thirty (30) calendar
days after approval of the monthly invoice by City staff.
4.3 City shall reimburse Consultant only for those costs or expenses specifically
identified in Exhibit B to this Agreement or specifically approved in writing in advance by
City.
4.4 Consultant shall not receive any compensation for Extra Work performed
without the prior written authorization of City. As used herein, "Extra Work" means any
Work that is determined by City to be necessary for the proper completion of the Project,
but which is not included within the Scope of Services and which the parties did not
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reasonably anticipate would be necessary at the execution of this Agreement.
Compensation for any authorized Extra Work shall be paid in accordance with the
Schedule of Billing Rates as set forth in Exhibit B.
5. PROJECT MANAGER
5.1 Consultant shall designate a Project Manager, who shall coordinate all
phases of the Project. This Project Manager shall be available to City at all reasonable
times during the Agreement term. Consultant has designated Khoa Duong to be its
Project Manager. Consultant shall not remove or reassign the Project Manager or any
personnel listed in Exhibit A or assign any new or replacement personnel to the Project
without the prior written consent of City. City's approval shall not be unreasonably
withheld with respect to the removal or assignment of non -key personnel.
5.2 Consultant, at the sole discretion of City, shall remove from the Project any
of its personnel assigned to the performance of Services upon written request of City.
Consultant warrants that it will continuously furnish the necessary personnel to complete
the Project on a timely basis as contemplated by this Agreement.
5.3 If Consultant is performing inspection services for City, the Project Manager
and any other assigned staff shall be equipped with a cellular phone to communicate with
City staff. The Project Manager's cellular phone number shall be provided to City.
6. ADMINISTRATION
This Agreement will be administered by the Community Development Department.
City's Acting Deputy Community Development Director/Chief Building Official or designee
shall be the Project Administrator and shall have the authority to act for City under this
Agreement. The Project Administrator shall represent City in all matters pertaining to the
Services to be rendered pursuant to this Agreement.
7. CITY'S RESPONSIBILITIES
To assist Consultant in the execution of its responsibilities under this Agreement,
City agrees to provide access to and upon request of Consultant, one copy of all existing
relevant information on file at City. City will provide all such materials in a timely manner
so as not to cause delays in Consultant's Work schedule.
8. STANDARD OF CARE
8.1 All of the Services shall be performed by Consultant or under Consultant's
supervision. Consultant represents that it possesses the professional and technical
personnel required to perform the Services required by this Agreement, and that it will
perform all Services in a manner commensurate with community professional standards
and with the ordinary degree of skill and care that would be used by other reasonably
competent practitioners of the same discipline under similar circumstances. All Services
shall be performed by qualified and experienced personnel who are not employed by City.
By delivery of completed Work, Consultant certifies that the Work conforms to the
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requirements of this Agreement, all applicable federal, state and local laws, and legally
recognized professional standards.
8.2 Consultant represents and warrants to City that it has, shall obtain, and shall
keep in full force and effect during the term hereof, at its sole cost and expense, all
licenses, permits, qualifications, insurance and approvals of whatsoever nature that is
legally required of Consultant to practice its profession. Consultant shall maintain a City
of Newport Beach business license during the term of this Agreement.
8.3 Consultant shall not be responsible for delay, nor shall Consultant be
responsible for damages or be in default or deemed to be in default by reason of strikes,
lockouts, accidents, acts of God, or the failure of City to furnish timely information or to
approve or disapprove Consultant's Work promptly, or delay or faulty performance by
City, contractors, or governmental agencies.
9. HOLD HARMLESS
9.1 To the fullest extent permitted by law, Consultant shall indemnify, defend
and hold harmless City, its City Council, boards and commissions, officers, agents,
volunteers, employees and any person or entity owning or otherwise in legal control of
the property upon which Consultant performs the Project and/or Services contemplated
by this Agreement (collectively, the "Indemnified Parties"), from and against any and all
claims (including, without limitation, claims for bodily injury, death or damage to property),
demands, obligations, damages, actions, causes of action, suits, losses, judgments,
fines, penalties, liabilities, costs and expenses (including, without limitation, attorneys'
fees, disbursements and court costs) of every kind and nature whatsoever (individually,
a Claim; collectively, "Claims"), and which relate (directly or indirectly) to the negligence,
recklessness, or willful misconduct of the Consultant or its principals, officers, agents,
employees, vendors, suppliers, subconsultants, subcontractors, anyone employed
directly or indirectly by any of them or for whose acts they may be liable, or any or all of
them, and/or if it is subsequently determined that an employee of Consultant is not an
independent contractor.
9.2 Notwithstanding the foregoing, nothing herein shall be construed to require
Consultant to indemnify the Indemnified Parties from any Claim arising from the sole
negligence, active negligence or willful misconduct of the Indemnified Parties. Nothing in
this indemnity shall be construed as authorizing any award of attorneys' fees in any action
on or to enforce the terms of this Agreement. This indemnity shall apply to all claims and
liability regardless of whether any insurance policies are applicable. The policy limits do
not act as a limitation upon the amount of indemnification to be provided by the
Consultant.
10. INDEPENDENT CONTRACTOR
10.1 It is understood that City retains Consultant on an independent contractor
basis and Consultant is not an agent or employee of City. The manner and means of
conducting the Work are under the control of Consultant, except to the extent they are
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limited by statute, rule or regulation and the expressed terms of this Agreement. No civil
service status or other right of employment shall accrue to Consultant or its employees.
Nothing in this Agreement shall be deemed to constitute approval for Consultant or any
of Consultant's employees or agents, to be the agents or employees of City. Consultant
shall have the responsibility for and control over the means of performing the Work,
provided that Consultant is in compliance with the terms of this Agreement. Anything in
this Agreement that may appear to give City the right to direct Consultant as to the details
of the performance of the Work or to exercise a measure of control over Consultant shall
mean only that Consultant shall follow the desires of City with respect to the results of the
Services.
10.2 Consultant agrees and acknowledges that no individual performing
Services or Work pursuant to this Agreement shall: work full-time for more than six (6)
months; work regular part-time service of at least an average of twenty (20) hours per
week for one year or longer; work nine hundred sixty (960) hours in any fiscal year; or
already be a CalPERS member.
11. COOPERATION
Consultant agrees to work closely and cooperate fully with City's designated
Project Administrator and any other agencies that may have jurisdiction or interest in the
Work to be performed. City agrees to cooperate with the Consultant on the Project.
12. CITY POLICY
Consultant shall discuss and review all matters relating to policy and Project
direction with City's Project Administrator in advance of all critical decision points in order
to ensure the Project proceeds in a manner consistent with City goals and policies.
13. PROGRESS
Consultant is responsible for keeping the Project Administrator informed on a
regular basis regarding the status and progress of the Project, activities performed and
planned, and any meetings that have been scheduled or are desired.
14. INSURANCE
Without limiting Consultant's indemnification of City, and prior to commencement
of Work, Consultant shall obtain, provide and maintain at its own expense during the term
of this Agreement or for other periods as specified in this Agreement, policies of insurance
of the type, amounts, terms and conditions described in the Insurance Requirements
attached hereto as Exhibit C, and incorporated herein by reference.
15. PROHIBITION AGAINST ASSIGNMENTS AND TRANSFERS
Except as specifically authorized under this Agreement, the Services to be
provided under this Agreement shall not be assigned, transferred contracted or
subcontracted out without the prior written approval of City. Any of the following shall be
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construed as an assignment: The sale, assignment, transfer or other disposition of any
of the issued and outstanding capital stock of Consultant, or of the interest of any general
partner or joint venturer or syndicate member or cotenant if Consultant is a partnership or
joint -venture or syndicate or co -tenancy, which shall result in changing the control of
Consultant. Control means fifty percent (50%) or more of the voting power or twenty-five
percent (25%) or more of the assets of the corporation, partnership or joint -venture.
16. SUBCONTRACTING
The subcontractors authorized by City, if any, to perform Work on this Project are
identified in Exhibit A. Consultant shall be fully responsible to City for all acts and
omissions of any subcontractor. Nothing in this Agreement shall create any contractual
relationship between City and any subcontractor nor shall it create any obligation on the
part of City to pay or to see to the payment of any monies due to any such subcontractor
other than as otherwise required by law. City is an intended beneficiary of any Work
performed by the subcontractor for purposes of establishing a duty of care between the
subcontractor and City. Except as specifically authorized herein, the Services to be
provided under this Agreement shall not be otherwise assigned, transferred, contracted
or subcontracted out without the prior written approval of City.
17. OWNERSHIP OF DOCUMENTS
17.1 Each and every report, draft, map, record, plan, document and other writing
produced, including but not limited to, websites, blogs, social media accounts and
applications (hereinafter "Documents"), prepared or caused to be prepared by Consultant,
its officers, employees, agents and subcontractors, in the course of implementing this
Agreement, shall become the exclusive property of City, and City shall have the sole right
to use such materials in its discretion without further compensation to Consultant or any
other party. Additionally, all material posted in cyberspace by Consultant, its officers,
employees, agents and subcontractors, in the course of implementing this Agreement,
shall become the exclusive property of City, and City shall have the sole right to use such
materials in its discretion without further compensation to Consultant or any other party.
Consultant shall, at Consultant's expense, provide such Documents, including all logins
and password information to City upon prior written request.
17.2 Documents, including drawings and specifications, prepared by Consultant
pursuant to this Agreement are not intended or represented to be suitable for reuse by
City or others on any other project. Any use of completed Documents for other projects
and any use of incomplete Documents without specific written authorization from
Consultant will be at City's sole risk and without liability to Consultant. Further, any and
all liability arising out of changes made to Consultant's deliverables under this Agreement
by City or persons other than Consultant is waived against Consultant, and City assumes
full responsibility for such changes unless City has given Consultant prior notice and has
received from Consultant written consent for such changes.
17.3 All written documents shall be transmitted to City in formats compatible with
Microsoft Office and/or viewable with Adobe Acrobat.
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18. CONFIDENTIALITY
All Documents, including drafts, preliminary drawings or plans, notes and
communications that result from the Services in this Agreement, shall be kept confidential
unless City expressly authorizes in writing the release of information.
19. INTELLECTUAL PROPERTY INDEMNITY
Consultant shall defend and indemnify City, its agents, officers, representatives
and employees against any and all liability, including costs, for infringement or alleged
infringement of any United States' letters patent, trademark, or copyright, including costs,
contained in Consultant's Documents provided under this Agreement.
20. RECORDS
Consultant shall keep records and invoices in connection with the Services to be
performed under this Agreement. Consultant shall maintain complete and accurate
records with respect to the costs incurred under this Agreement and any Services,
expenditures and disbursements charged to City, for a minimum period of three (3) years,
or for any longer period required by law, from the date of final payment to Consultant
under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of City to examine, audit and make transcripts or
copies of such records and invoices during regular business hours. Consultant shall allow
inspection of all Work, data, Documents, proceedings and activities related to the
Agreement for a period of three (3) years from the date of final payment to Consultant
under this Agreement.
21. WITHHOLDINGS
City may withhold payment to Consultant of any disputed sums until satisfaction of
the dispute with respect to such payment. Such withholding shall not be deemed to
constitute a failure to pay according to the terms of this Agreement. Consultant shall not
discontinue Work as a result of such withholding. Consultant shall have an immediate
right to appeal to the City Manager or designee with respect to such disputed sums.
Consultant shall be entitled to receive interest on any withheld sums at the rate of return
that City earned on its investments during the time period, from the date of withholding of
any amounts found to have been improperly withheld.
22. ERRORS AND OMISSIONS
In the event of errors or omissions that are due to the negligence or professional
inexperience of Consultant which result in expense to City greater than what would have
resulted if there were not errors or omissions in the Work accomplished by Consultant,
the additional design, construction and/or restoration expense shall be borne by
Consultant. Nothing in this Section is intended to limit City's rights under the law or any
other sections of this Agreement.
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23. CITY'S RIGHT TO EMPLOY OTHER CONSULTANTS
City reserves the right to employ other Consultants in connection with the Project.
24. CONFLICTS OF INTEREST
24.1 Consultant or its employees may be subject to the provisions of the
California Political Reform Act of 1974 (the "Act") and/or Government Code §§ 1090 et
seg., which (1) require such persons to disclose any financial interest that may
foreseeably be materially affected by the Work performed under this Agreement, and (2)
prohibit such persons from making, or participating in making, decisions that will
foreseeably financially affect such interest.
24.2 If subject to the Act and/or Government Code §§ 1090 et seq., Consultant
shall conform to all requirements therein. Failure to do so constitutes a material breach
and is grounds for immediate termination of this Agreement by City. Consultant shall
indemnify and hold harmless City for any and all claims for damages resulting from
Consultant's violation of this Section.
25. NOTICES
25.1 All notices, demands, requests or approvals, including any change in
mailing address, to be given under the terms of this Agreement shall be given in writing,
and conclusively shall be deemed served when delivered personally, or on the third
business day after the deposit thereof in the United States mail, postage prepaid, first-
class mail, addressed as hereinafter provided.
25.2 All notices, demands, requests or approvals from Consultant to City shall
be addressed to City at:
Attn: Acting Deputy Community Development Director/Chief Building
Official
Community Development Department
City of Newport Beach
100 Civic Center Drive
PO Box 1768
Newport Beach, CA 92658
25.3 All notices, demands, requests or approvals from City to Consultant shall
be addressed to Consultant at-
Attn: Khoa Duong
CSG Consultants, Inc.
3707 West Garden Grove Boulevard, Suite 100
Garden Grove, CA 92868
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26. CLAIMS
Unless a shorter time is specified elsewhere in this Agreement, before making its
final request for payment under this Agreement, Consultant shall submit to City, in writing,
all claims for compensation under or arising out of this Agreement. Consultant's
acceptance of the final payment shall constitute a waiver of all claims for compensation
under or arising out of this Agreement except those previously made in writing and
identified by Consultant in writing as unsettled at the time of its final request for payment.
Consultant and City expressly agree that in addition to any claims filing requirements set
forth in the Agreement, Consultant shall be required to file any claim Consultant may have
against City in strict conformance with the Government Claims Act (Government Code
sections 900 et seq.).
27. TERMINATION
27.1 In the event that either party fails or refuses to perform any of the provisions
of this Agreement at the time and in the manner required, that party shall be deemed in
default in the performance of this Agreement. If such default is not cured within a period
of two (2) calendar days, or if more than two (2) calendar days are reasonably required
to cure the default and the defaulting party fails to give adequate assurance of due
performance within two (2) calendar days after receipt of written notice of default,
specifying the nature of such default and the steps necessary to cure such default, and
thereafter diligently take steps to cure the default, the non -defaulting party may terminate
the Agreement forthwith by giving to the defaulting party written notice thereof.
27.2 Notwithstanding the above provisions, City shall have the right, at its sole
and absolute discretion and without cause, of terminating this Agreement at any time by
giving no less than seven (7) calendar days' prior written notice to Consultant. In the
event of termination under this Section, City shall pay Consultant for Services
satisfactorily performed and costs incurred up to the effective date of termination for which
Consultant has not been previously paid. On the effective date of termination, Consultant
shall deliver to City all reports, Documents and other information developed or
accumulated in the performance of this Agreement, whether in draft or final form.
28. STANDARD PROVISIONS
28.1 Recitals. City and Consultant acknowledge that the above Recitals are true
and correct and are hereby incorporated by reference into this Agreement.
28.2 Compliance with all Laws. Consultant shall, at its own cost and expense,
comply with all statutes, ordinances, regulations and requirements of all governmental
entities, including federal, state, county or municipal, whether now in force or hereinafter
enacted. In addition, all Work prepared by Consultant shall conform to applicable City,
county, state and federal laws, rules, regulations and permit requirements and be subject
to approval of the Project Administrator and City.
28.3 Waiver. A waiver by either party of any breach, of any term, covenant or
condition contained herein shall not be deemed to be a waiver of any subsequent breach
CSG Consultants, Inc. Page 9
7-174
of the same or any other term, covenant or condition contained herein, whether of the
same or a different character.
28.4 Integrated Contract. This Agreement represents the full and complete
understanding of every kind or nature whatsoever between the parties hereto, and all
preliminary negotiations and agreements of whatsoever kind or nature are merged herein.
No verbal agreement or implied covenant shall be held to vary the provisions herein.
28.5 Conflicts or Inconsistencies. In the event there are any conflicts or
inconsistencies between this Agreement and the Scope of Services or any other
attachments attached hereto, the terms of this Agreement shall govern.
28.6 Interpretation. The terms of this Agreement shall be construed in
accordance with the meaning of the language used and shall not be construed for or
against either party by reason of the authorship of the Agreement or any other rule of
construction which might otherwise apply.
28.7 Amendments. This Agreement may be modified or amended only by a
written document executed by both Consultant and City and approved as to form by the
City Attorney.
28.8 Severability. If any term or portion of this Agreement is held to be invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions of this Agreement shall continue in full force and effect.
28.9 Controlling Law and Venue. The laws of the State of California shall govern
this Agreement and all matters relating to it and any action brought relating to this
Agreement shall be adjudicated in a court of competent jurisdiction in the County of
Orange, State of California.
28.10 Equal Opportunity Employment. Consultant represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, employee
or applicant for employment because race, religious creed, color, national origin,
ancestry, physical handicap, medical condition, marital status, sex, sexual orientation,
age or any other impermissible basis under law.
28.11 No Attorneys' Fees. In the event of any dispute or legal action arising under
this Agreement, the prevailing party shall not be entitled to attorneys' fees.
28.12 Counterparts. This Agreement may be executed in two (2) or more
counterparts, each of which shall be deemed an original and all of which together shall
constitute one (1) and the same instrument.
[SIGNATURES ON NEXT PAGE]
CSG Consultants, Inc. Page 10
7-175
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM: CITY OF NEWPORT BEACH,
CITY ATTORNEY'S OFFICE a California rpunigipal corporation
Date: 7 l3 ZZ Date:
�l > '
By: � B y:
A n C. Harp 22 Seimone Jurjis
City Attorney 0A Community Develo ment Director
ATTEST: �'0�3 ,� CONSULTANT: CSG Consultants, Inc., a
Date: California corporation
Date:
By:
09., mw-
Leilan I. Brown
City Clerk
Signed in Counterpart
By:
Cyrus Kianpour
Chief Executive Officer
Date:
Signed in Counterpart
By:
Nourdin Khayata
Secretary
[END OF SIGNATURES]
Attachments: Exhibit A — Scope of Services
Exhibit B — Schedule of Billing Rates
Exhibit C — Insurance Requirements
CSG Consultants, Inc. Page 11
7-176
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY'S OFFICE
Date:_ 7/ lyz?-
By:_�4
(�
A r n C. Harp
City Attomey
ATTEST:
Date:
By:
Leilani I. Brown
City Clerk
CITY OF NEWPORT BEACH,
a California municipal corporation
Date:
Seimone Judis
Community Development Director
CONSULTANT: CSG Consultants, Inc., a
California corporation
Date: 7 - Z.G - jo Z. Z.
By:
rus
Kian
Chief Exec ti e Officer
Date: ` / 8 -- 2 z
By: ;��
Nourdin KhaVafa
Secretary
[END OF SIGNATURES]
Attachments: Exhibit A — Scope of Services
Exhibit B — Schedule of Billing Rates
Exhibit C — Insurance Requirements
CSG Consultants, Inc. Page 11
7-177
EXHIBIT
SCOPE OF SERVICES
CSG Consultants, Inc. Page A-1 7-178
EXHIBIT A
BUILDING INSPECTION SERVICES
Consultant shall assist city staff with timely and accurate inspection services for the following scope
of inspections. Consultant's personnel will be required to report on -site at City Hall, as directed, and
perform field inspections as assigned.
• Provide up to two qualified building inspectors, and up to eighty (80) hours of services per week.
• Provide inspections and re -inspections for compliance with City of Newport Beach Municipal
Code and State codes and regulations: California Building Code, Residential Code,
Plumbing Code, Mechanical Code, Electrical Code, Fire Code, Energy Code, Green Building
Standards Code, Disabled Access Regulations, and Title 25; Mobile Home Parks regulations;
State Water Resource Control Board regulations related to storm water pollution prevention;
Sound Transmission Control regulations; and, locally adopted building ordinances and
amendments thereof.
• Consultant's personnel shall not be substituted without approval from the Chief Building Official.
• Maintain all inspection records for all assigned projects, including correction notices and all
documentation related to project inspections.
• Coordinate all inspection and re -inspection requests as assigned.
• Coordinate with the Principal Building Inspector, as appropriate, on discretionary decisions or
requests for alternate materials.
• Coordinate with the Principal Building Inspector on all Certificate of Occupancy to be sure that all
applicable City regulatory agencies have approved the project.
Qualifications:
• Experience: Must have demonstrated work experience performing residential and commercial
inspections on a variety of construction projects. Must have excellent customer service skills.
• Trainin : Equivalent to completion of the twelfth grade.
• License/Certificate: Possession of ICC certification as Combination Building Inspector. Possession
of an appropriate valid California driver's license.
• Additional Requirement: On -site members of the consultant team performing Building Inspection
services must successfully complete a thorough background review, including being fingerprinted
by Newport Beach Police Department.
• Supervision Received and Exercised: Contractor receives general supervision from the Principal
Building Inspector.
• Hours of Work: On -site consultants assisting with Building Inspection services shall be available
during regular business hours.
RFP No. 22-45
7-179
PROPOSAL TO THE CITY OF NEWPORT BEACH
BUILDING PLAN REVIEW & INSPECTION SERVICES I RFP NO. 22-45
Cover Letter
April 6, 2022
Shaun Tormey, Buyer
City of Newport Beach
100 Civic Center Drive
Newport Beach, CA 92660
RFP: Building Plan Review and Inspection Services (RFP No. 22-45)
CSG Consultants, Inc. (CSG) is pleased to present its proposal for building plan review and inspection
services to the City of Newport Beach (City). To this work, our firm will bring:
P Experienced engineers with expertise in performing both structural and non-structural plan
review;
717
P Specialized building fire plan review, and building inspection expertise;
a large and experienced on -call team committed to delivering thorough, accurate, and timely
services;
P proven electronic plan submission, distribution, and plan review services as well as web -based
status reporting;
experience adapting to permitting systems in use with client agencies;
P a responsive, customer care focused team and offices in proximity to the City.
CSG's building and safety staff are registered engineers and/or ICC certified, with additional
qualifications including LEED, DSA, and CASp experience and certification. Our plan reviewers and
inspectors have a wide range of project experience, and many are cross -trained in multiple service
levels, providing the City with efficient services and the ability to respond to its fluctuating needs.
For over 30 years, CSG has worked solely for public agencies, providing a wide range of municipal
services to over 350 cities, counties and special service districts across California. We serve as a
seamless extension of municipal staff in delivery of our building department administration, plan
review, inspection, code enforcement, planning, public works, and a host of additional services.
Our regional office is in Orange and, with a reasonable lead time, we can be available for meetings at
the City's offices when requested. I will serve as the primary contact for this contract, and my contact
information is as follows:
Khoa Duong, PE I Vice President, Building Department
3707 W. Garden Grove Boulevard, Suite 100, Orange, CA 92868
714.568.1010 phoned 714.568.1028 fax I khoa@csgengr.com
www.csgengr.com
Please feel free to contact me with any questions or comments you may have regarding our proposal.
We look forward to providing building plan review and inspection services to the City of Newport Beach.
Sincerely,
Khoa Duong, PE A�_'�,
Vice President, Building Department CSG
CSG Consultants, Inc. CONSULTANTS
1%ftIII100,
Employee -Owned
3707 West Garden Grove Boulevard, Suite, 100, Garden Grove, CA 92868
phone 714-568-10101 fax 714-568-10281 www.csgengr.com
7-180
PROPOSAL TO THE CITY OF NEWPORT BEACH
BUILDING PLAN REVIEW & INSPECTION SERVICES I RFP NO. 22-45
Statement of Qualifications
CSG is excited at the prospect of offering our building services to the City of Newport Beach. We clearly
understand the scope of services to be performed as well as the importance of our role in the success of the
City. We will serve as a seamless extension of the City in delivering the full scope of requested services for
City staff as well as the City's residents, architects, engineers, developers, and contractors. Our proposed
team has been selected to best support this contract and will provide comprehensive and responsive services
through its application of technical expertise, knowledge of municipal processes and procedures, efficient
and effective customer care, available electronic plan review services, and application of code compliance
combined with innovative and helpful alternatives. From a foundation of expertise gained from over 30 years
of experience serving solely public agencies, we offer:
A A wealth of fully committed and qualified personnel;
0 Customized, responsive services and proximity to the City,
P Rapid turnarounds and expedited services; and
P Leading -edge, cost -saving technology and methods.
BUILDING, FIRE, & STRUCTURAL PLAN CHECK SERVICES
CSG staff will perform building, fire, & structural plan review for conformance with California Codes and all
applicable State, Federal, and local laws. CSG can also supply a CASp certified professional to review plans for
accessibility and to facilitate compliance with regulations. All reviews will be conducted using the City's plan
review policies and procedures and will be thorough, accurate delivered in a timely manner. CSG understands
and will continue to meet the City's mandated time frames. We take pride in maintaining the requested plan
review times for all our clients —even delivering faster than our own deadlines.
CSG also offers a convenient standard service enabling the City to check plan review status and comments on
our Plan Check Status. We will provide login credentials allowing staff as well as authorized applicants to view
each project document and communicate with the plan checker via e-mail to facilitate resolution of
corrections. Of particular relevance during these challenging times, we also offer proven electronic plan
submittal and electronic plan review as part of our standard services.
BUILDING INSPECTION SERVICES
CSG will provide experienced, ICC/CSFM certified inspectors to perform all required inspections to determine
conformance with the California Building and Fire Codes, and all applicable State, Federal, and local laws. Our
inspectors work with a team approach to achieve compliance by educating stakeholders and providing
solutions to mitigate potential risks and safety hazards to keep projects moving forward.
CSGCONSULTANTS
7-181
PROPOSAL TO THE CITY OF NEWPORT BEACH
BUILDING PLAN REVIEW & INSPECTION SERVICES I RFP NO. 22-45
Organizational Information
ABOUT CSG
CSG Consultants, Inc. (CSG) is an employee -owned California company with its local office in Orange and
headquarters in Foster City, CA. Additional support is available from our other offices in Sacramento,
Pleasanton, San Jose, Newman, and Fresno. Founded in 1991, CSG performs work solely for public
agencies, eliminating the potential for conflicts of interest between developers and agencies. In this
way, we can focus exclusively on the specific needs of our municipal clients.
NAME OF FIRM: CSG Consultants, Inc.
PROJECT MANAGER: Khoa Duong, PE I Vice President, Building Department
(714) 568-1010 office • (714) 568-1028 fax
khoa@csgengr.com
LOCAL OFFICE: 3707 W. Garden Grove Boulevard, Suite 100, Orange, CA 92868
(714) 568-1010 phone • (714) 568-1028 fax
HEADQUARTERS: 550 Pilgrim Drive, Foster City, CA 94404
(650) 522-2500 phone • (650) 522-2599 fox
www.csgengr.com • csgstaff@csgengr.com
REGIONAL OFFICES: 1303 J Street, #270, Sacramento, CA 95814
3875 Hopyard Road, Suite 141, Pleasanton, CA 94588
3150 Almaden Expressway, Suite 255, San Jose, CA 95118
930 Fresno Street, Newman, CA 95360
5151 N. Palm Avenue, Suite 530, Fresno, CA 93704
YEARS IN BUSINESS: 30 • Founded in 1991
OWNERSHIP: Employee -Owned
EMPLOYEES: 300+
TYPE OF BUSINESS: California Corporation • Incorporated June 15, 2000 • Federal ID: 91-2053749
Staff Composition
The majority of the 300+ individuals within our firm have provided public agency services throughout
their entire careers. Our talented personnel, having held positions within communities facing similar
development concerns as the City, bring a wealth of ideas, experience, and solutions. Depending upon
the needs of our clients, we can serve in either a project -specific or on -call staff augmentation capacity.
CSG maintains the breadth and depth of experienced and licensed/certified staff necessary to support
the City's needs. No subconsultants will be utilized for this contract.
Our multi -disciplined municipal services staff consists of the following types of professionals:
0 Building Plan Reviewers & Inspectors 0 Planning Professionals
0 Fire Plan Reviewers & Inspectors
0 Structural Engineers
0 Plan Review Engineers
Fire Protection Engineers
0 Building Officials
0 CASp Professionals
0 Permit Technicians
0 Code Enforcement Officers
0 Grading Improvement Plan Reviewers & Inspectors
0 Civil Engineers
0 Construction Managers
0 Construction Inspectors
0 Information Technology Professionals
0 Sustainability Professionals
4
C90 CONSULTANTS
7-182
PROPOSAL TO THE CITY OF NEWPORT BEACH
BUILDING PLAN REVIEW & INSPECTION SERVICES I RFP NO. 22-45
Comprehensive Municipal Services
CSG provides a wide range of services to community development and public works departments, often
seamlessly serving as an extension of agency staff. We are customer -centric and organized into the lines
of business outlined below, each managed by highly experienced industry experts. Many of CSG's
personnel serve more than one line of business, which improves the quality of customer service and
results in high employee retention.
BUILDING & FIRE LIFE
SAFETY
Building Department Administration
Building Plan Review and Inspection
Fire Plan Review and Inspection
Structural Plan Review
OSHPD3 Review
CASp Assessment and Inspection
Public Facilities Assessment
LEED/Green Building Services
Code Compliance/Enforcement
Staff Augmentation
PUBLIC WORKS
ENGINEERING & DESIGN
Capital Improvement Project Design:
Transportation/Roadway, Water and
Sewer Utilities, Traffic Engineering
Development Review, Plan Check, Surveying
and Mapping, Storm Water Program
Compliance (NPDES, QSP/QSD)
PLANNING &
SUSTAINABILITY
Staff Augmentation for Current and Advance
Planning
Project Management Including Plan
Amendments
CEQA Environmental Review
Energy Efficiency, Water Conservation, Solid
Waste Program Development
AB 32 Compliance/Climate Action Plan
Development and Implementation
Greenhouse Gas Reduction Strategies
Grant Writing and Grant Management
CIP PROJECT & PROGRAM
MANAGEMENT
Capital Improvement Program Development
and Implementation
Federal and State Grant Administration
Rule 20A Undergrounding
Staff Augmentation Including: Design
Consultant Coordination, Project Scoping,
RFP Preparation
INFORMATION
TECHNOLOGY
Green Vue Permitting Software
Digital Plan Review
Electronic Archiving
Web -Based Construction Management Asset
Management
Project Management
GIS and IT Support
CONSTRUCTION MANAGEMENT
& INSPECTION
Contract Administration, including: Resident
Engineer Oversight, Inspection and
Construction Management
Constructability/Bidability Reviews
Cost and Schedule Control
Claims Avoidance
V V0 CONSULTANTS
7-183
PROPOSAL TO THE CITY OF NEWPORT BEACH
BUILDING PLAN REVIEW & INSPECTION SERVICES I RFP NO. 22-45
TEAM & ORGANIZATIONAL STRUCTURE
CSG proposes the following staff and organizational structure for on -site and off -site services for this
contract. Khoa Duong, PE will serve as the single point of contact for the City and, in conjunction with
the designated building official, will allocate appropriate levels of plan review and inspection resources
and will ensure that work is comprehensive, accurate, and meets the City's deadlines.
Resumes for our proposed team members will be provided on the following pages. No subconsultonts
will be used on this contract.
Khoa Duong, PE
Vice President, Building Department/Project Manager
Eric Haghani, MS, SE, PE, CBO
Principal Structural Engineer
Chi Tran, MS, SE, PE, CBO, CASp
Principal Plan Check Engineer
Khanh Nguyen, MS, PE, CBO
Principal Plan Check Engineer
Kirk M"rya, PE
Senior Plan Check Engineer
Amir Hamidzadeh, PE, CBO, CASp
Senior Plan Check Engineer
Richard Supan, PE, CBO, CFM
Senior Plan Check Engineer
Salem Garawi, PE
Senior Plan Check Engineer
Kylie Gonsalves, PE
Plan Check Engineer
Gerald Quast
Building Plans Examiner
Mike Teemant, MCP, CBO
Building Plans Examiner
Frank Biangone
Senior Plans Examiner
Mark Sallee
Senior Plans Examiner
STRUCTURAL E
Eric Haghani, MS, SE, PE, CBO
Principal Structural Engineer
Chi Tran, MS, SE, PE, CBO, CASp
Principal Plan Check Engineer
Jason Walsh
Fire Services Specialist
Mark Carnahan, CBO*
Building Inspection Supervisor
Lance Miller
Senior Building Inspector
CSGCONSULTANTS
6
7-184
Khoa
Duong,, CSG
CONSULTANTS
Vice President, Building Services
LICENSES & CERTIFICATIONS
Mr. Duong serves as CSG's Building Services Manager in Southern California and performs the
Professional Engineer,
key role of plan review quality control. With more than 36 years of experience in building plan
State of California
review, including onsite plan check engineer services, Mr. Duong ensures that CSG's clients
143901
receive the highest quality plan review services. Prior to joining CSG, Mr. Duong worked in both
Professional Engineer,
the public and private sectors.
State of Nevada
Mr. Duong Is expertise includes review of complex commercial, industrial and residential
1013620
structures for compliance with applicable building codes and ordinances, engineering standards
Certified Plans Examiner
and specifications, supplemental energy requirements, and ADA regulations.
I ICC 0840436-B3
Professional Engineer,
RELEVANT EXPERIENCE
State of Washington
Building Services Manager and Plan Check Engineer I Multiple CSG Client Agencies
127237
Mr. Duong manages CSG's Southern California plan review team and provides on and off -site
EDUCATION
Plan Review Engineer services for numerous jurisdictions throughout California. Mr. Duong
Bachelor of Science, Civil Engineering
performed structural plan check and non-structural MEP, energy, as well as ADA reviews for
California Polytechnic State University
commercial, industrial, and residential structures.
1 Pomona, CA
Supervising Plan Review Engineer I Willdan
Mr. Duong was responsible for the day-to-day operations of the plan review section in the San
Bernardino office and served as plan review engineer for numerous cities and counties
throughout California and Nevada.
Vice President in charge of Plan Review I Berryman & Henigar
Mr. Duong managed the plan review team for over 10 years.
Plan Review Engineer I City of San Diego, CA
NOTABLE PROJECT EXPERIENCE
Pacific City I City of Huntington Beach, CA
Inglewood Market Gateway I City of Inglewood, CA
Bolsa Row I City of Westminster, CA
Sofi Stadium & Performance Venue I City of Inglewood, CA
Town & Country Manor I City of Santa Ana, CA
Ganahl Lumber I City of San Juan Capistrano, CA
Hollywood Park Casino & Parking Structure I City of Inglewood, CA
Waterfront Hilton Hotel — Expansion I City of Huntington Beach, CA
Pasea Hotel & Spa I City of Huntington Beach, CA
Jackson Rancheria Casino I The Jackson Rancheria Band of Miwuk Indians, CA
CSCA CONSULTANTS
7-185
Eric
H a g h a it i
csIGNCONSULTANTS
MS, PE, SE, CBO
Building Official / Structural Engineer Namoor
LICENSES & CERTIFICATIONS
Mr. Haghani provides plan review, structural plan review and Building Official services on behalf
Professional Structural Engineering
of CSG. He is a highly skilled professional who has a proven ability to work effectively with others
I S4079
under a broad range of conditions and varying environments. His significant experience, sound
Professional Civil Engineering
educational background and positive personal qualities provide excellent qualifications as a
I C42200
Building Official. Mr. Haghani's skills includes being quality -conscious and dedicated to producing
Certified Building Official
quality results; excellent communication, interpersonal & problem -solving skills; and customer
Certified Plans Examiner
service.
I ICC 253530
EDUCATION
RELEVANT EXPERIENCE
Master of Engineering, Civil Engineering
Building Division Manager I City of Huntington Beach, CA
California state Polytechnic university
Mr. Haghani's duties included: Overseeing the operations, services, and activities of the Building
I Pomona, CA
Division within the Community Development Department and serving as the City's Building
Bachelor of Science, Civil Engineering
Official; developing and implementing division goals and objectives, administering the division
California State Polytechnic University
budget, monitoring expenditures, and directing the plan review of complex buildings and
I Pomona, CA
structures to determine compliance with pertinent codes, requirements, and standards.
PROFESSIONAL AFFILIATIONS
Building Official & Senior Structural Engineer I City of Dana Point, CA
Structural Engineer Association of
Mr. Haghani's duties included: Overall management of the Building Division as the Building
Southern California (SEAOSC)
Official and the Sr. Structural Engineer; handling architectural and structural plan evaluation;
International Code Council (ICC)
monitoring inspection and permit staffs; assigning and scheduling workflow/projects; and
AWARDS I HONORS
mentoring, training, supervising, and evaluating staff members.
Mayor's Award for obtaining $3,000,000 Plan Check Engineer I City of Huntington Beach, CA
FEMA Grant for Huntington Beach City Mr. Haghani's duties included: Providing comprehensive technical review of plans, specifications
Hall's seismic Retrofit and calculations for life -safety, structural integrity, disabled access, and applicable code
City of Huntington Beach, CA compliance; and supervising Permit and Plan Check Services Division of the Building and Safety
Mayor's Employee of the Month Award Department in the absence of the Division Head and Manager.
I City of Dana Point
Plan Check Engineer I City of Santa Monica, CA
Mr. Haghani's reviewed complex architectural and structural drawings, structural calculations,
and engineering reports for compliance with construction codes, local ordinances, and state
laws.
Structural Project Engineer I Various Private Companies
Mr. Haghani executed daily operations of various commercial & residential projects, including
hiring, supervision, and mentoring of junior staff engineers.
VSQ CONSULTANTS
7-186
Chi Tra n SE, CBO, CASp CSG
CONSULTANTS
Building Official / Senior Plan Check Engineer Nomoor
LICENSES & CERTIFICATIONS Mr. Tran provides professional structural engineering and Building Official services for CSG
Structural Engineer
Consultants and its clients. He brings over 30 years of experience in the building industry, in -
State of CA 12728
depth knowledge of both the California and International Building Code, and experience in all
Civil Engineer
forms ofstructural construction, including steel, concrete, masonry, timber, and light -gauge steel
State of CA 133643
materials. Mr. Tran has worked for the County of Orange in various capacities including plan
Civil Engineer
check supervisor, project engineer and Building Official. Through his experience in these roles,
State of NV 122985
Mr. Tran developed a thorough working knowledge of the functions of the Building Department.
Certified Building official
Mr. Tran's expertise includes review of complex commercial, industrial and residential structures
Certified Building Plans Examiner
for compliance with applicable building codes and ordinances, engineering standards and
11061872
specifications, supplemental energy requirements, and ADA regulations.
Certified Access Specialist RELEVANT EXPERIENCE
EDUCATION Plan Check Manager I City of Anaheim, CA
Master of Science, Civil Engineering Mr. Tran's responsibilities included: assigning plans to plan check engineers and follow-up to
I California Polytechnic University meet turnaround time; working with permit applicants, architects/engineers and plan check
Bachelor of Science, Civil Engineering engineers to resolve code compliance issues; reviewing alternatives and making
recommendations for approval on code modification requests; and providing inspectors, permit
California Polytechnic University applicants, architects/engineers information on code requirements.
Master's in business administration
Senior Plan Check Engineer I City of Yorba Linda, CA
California Polytechnic University As a senior plan check engineer for the City, Mr. Tran reviewed building plans for code
PROFESSIONALAFFILIATIONS compliance, reviewed alternatives and made recommendations for approval on code
California Building Officials Association modification requests, and provided inspectors, permit applicants, architects/engineers
(CALBO) information on code requirements.
International Code Council Building Official I City of Fullerton, CA
As a building official, Mr. Tran provided the following services: Working with permit applicants,
architects/engineers and plan check engineers to resolve code compliance issues; issuing code
interpretations/policies and approving code modifications; and performing site visits with
building inspection staff to make final determination on construction problems for code
compliance.
Building Official I City of Dana Point, CA
As a building official, Mr. Tran provided the following services: Working with permit applicants,
architects/engineers and plan check engineers to resolve code compliance issues; issuing code
interpretations/policies and approving code modifications; and performing site visits with
building inspection staff to make final determination on construction problems for code
compliance.
County Building Official, Plan Check Engineer & Project Engineer I County of Orange, CA
Mr. Tran worked as a County employee with increasing responsibilities and promotions for over
33 years. He was the County Building Official during his last 10 years.
NOTABLE PROJECT EXPERIENCE
Sofi Stadium & Performance Venue I City of Inglewood, CA
Hollywood Park Casino & Parking Structure I City of Inglewood, CA
Self -Storage Facility I City of Inglewood, CA
Ritz Carlton Resort and Hotel I City of Laguna Niguel, CA
Pelican Hill Resort and Hotel I City of Newport Beach, CA
7-Story Coldwell Bank Office Building I City of Lake Forest, CA
John Wayne Airport Terminal Building and Parking Structures I City of Santa Ana, CA
7-Story Orange County Juvenile Court Building I City of Orange, CA
Theo Lacy Jail and Juvenile Hall I City of Orange, CA
CSGCONSULTANTS
7-187
Khanh
Nguyen PE, MS, CBO CSI
CONSULTANTS
Building Official NIIIIIWOOF
LICENSES & CERTIFICATIONS
Mr. Nguyen offers CSG's clients expertise gained from over 30 years of professional experience
Professional Civil Engineer,
in the building industry. Mr. Nguyen has an in-depth knowledge of the California Building
State of California
Standards Codes and extensive experience with local building and safety regulations.
IC51737
RELEVANT EXPERIENCE
Certified Building Official
Certified Building Plans Examiner
Principal Plan Check Engineer, Business Development Manager, CSG Consultants
I ICC 879847
Mr. Nguyen served as the Interim Building Official for the City of Norwalk, City of El Segundo,
EDUCATION
City of La Habra, and City of Hawaiian Gardens in recent years and assisted those jurisdictions in
Master of Science, Structural
recruiting for a permanent Building Official.
Engineering
He performed both residential and non-residential plan review projects. His most notable
California State University of Los
residential project was a 3-story, 66-unit public housing complex, and his most notable and high
Angeles
profile non-residential project was the new Star Wars theme park for Disneyland in Anaheim.
I Los Angeles, CA
Bachelor of Science, civil Engineering
Building Official/Acting Assistant Director/Interim Director I City of Costa Mesa, CA
San Diego State University
Mr. Nguyen implemented combination permits for efficiency in permit issuance and
I San Diego, CA
consistency in inspection. He administered and implemented four consecutive Fall Residential
PROFESSIONALAFFILIATIONS
Remodeling Incentive Programs and two consecutive Build Green Incentive Programs.
Code Group Committee Chairperson
Mr. Nguyen served in a supervisory role where he managed and oversaw 35 professional and
(2021 & 2020) 1 Orange Empire
technical employees in advance and current planning, permit processing center, building plan
Chapter of ICC
check, inspection, and code enforcement. He also served as the lead person on all automation
Code Adoption Committee
issues and chaired the City Green Building Committee where he developed the City Council
Chairperson (2019) 1 Orange Empire
policy on Sustainability which includes the greenest standard for new municipal buildings in the
Chapter of ICC
country.
Code Adoption Committee (2016,
Building Official I City of Tustin, CA
2013, 2010, 2007, 2004) 1 Orange
Mr. Nguyen provided building plan review of the division budget of $1.3 million. He also
Empire Chapter of ICC
administered the FEMA flood program for the City and implemented several stormwater
Chapter President (2006) 1 Orange
inspection programs to comply with the 3rd term NPDES permit.
Empire Chapter of ICC
As a Building Official, Mr. Nguyen managed and oversaw 11 professional and technical
Honorary Lifetime Member of the
employees in permit processing, building plan check, inspection, and code enforcement.
Orange Empire Chapter of ICC I
Inducted in 2016
Permit and Plan Check Manager I City of Huntington Beach, CA
2009 Environmental Hero Award
Mr. Nguyen's expertise included review calculations and designs of complex projects with
(Southern California) I Southern
applicable building codes and ordinances, engineering standards and specifications. He
California Edison
administered and enforced the City's Unreinforced Masonry Building ordinance, as well as
2008 Code Official of the Year Award
designed and implemented the Plan Check Log and Interactive Voice Response system.
(National), 1st from California I ICC
Structural Plan Check Engineer I City of Los Angeles, CA
2007 Building Department of the Year
Mr. Nguyen was a Structural Plan Check Engineer with responsibility in reviewing calculations
Award (State) I California Building
and designs of plans for a wide variety of commercial and residential projects to ensure
Officials Association
compliance with Building and Zoning codes. He performed numerous damage assessment
inspections and structural plan reviews after multiple major disasters including the Northridge
earthquake and the aftermath of the Rodney King Riot.
NOTABLE PROJECT EXPERIENCE
Star Wars: Galaxy's Edge, Disneyland I City of Anaheim, CA
10
110190 CONSULTANTS
7-188
Kirk Miya
LICENSES & CERTIFICATIONS
Professional Civil Engineer
I C 33346
California Building Plans Examiner
I ICC 5238786
EDUCATION
Bachelor of Science, Engineering
California State University Long Beach
I Long Beach, CA
Senior Plan Review Engineer
CSG
CONSULTANTS
Mr. Miya is California Licensed Civil Engineer and an [CC Certified Building Plans Examiner with
over 13 years' experience performing plan checking for complex public, commercial, industrial,
and residential structures within numerous agencies in southern California. His expertise includes
an in-depth knowledge of state accessibility regulations and their application in the field. As a
CSG plan review engineer, Mr. Miya maintains extensive knowledge of the California Building
Standards Code, California Building Standards Law and the California Occupational Safety and
Health Act. Mr. Miya, with his plan review acumen, expansive building code knowledge, design
background, and his experience in providing staff augmentation services for public agencies, is a
tremendous asset to CSG's clients and their plan review teams.
RELEVANT EXPERIENCE
Acting Building Official ( City of Hawthorne
Mr. Miya assisted the City of Hawthorne by providing Acting Building Official services for 4
months during the City's hiring process of a permanent position.
On -Site Plan Check Engineer I City of Long Beach, CA
Mr. Miya provided over-the-counter plan review services forthis CSG client agency.
Off -Site Senior Plan Check Engineer I Multiple Jurisdictions, CA
As a senior plan check engineer for CSG, Mr. Miya provides off -site plan review services for
numerous jurisdictions throughout Southern California, including the Cities of Pasadena and
Fullerton.
Consulting Plan Review Engineer Manager I Cities of Corona, Carson & Rancho Dominguez
Prior to his employment with CSG, Mr. Miya provided staff augmentation services to public
agencies, managing the plan review teams while also performing over-the-counter plan review
for industrial, commercial, and residential (Type I, Type II, Type IV and Type V) structures.
Consulting Plan Review Engineer I Multiple Public Agencies
As a Plan Review Engineer for three municipal consulting firms over a period of 8 years, Mr. Miya
performed reviews for numerous public agency clients and many notable projects in Southern
California across a wide spectrum of building types. A sampling of agencies served include:
County of Los Angeles
City of Garden Grove
City of Menifee
City of Costa Mesa
City of Corona
City of Carson
City of Rancho Dominguez
City of Malibu
City of Goleta
City of Calabasas
City of San Gabriel
City of Rosemead
City of Azusa
City of Whittier
City of Rancho Palos Verdes
Plan Check Engineer ) City of Redondo Beach
As a member of the City's plan review team, Mr. Miya's responsibilities included plan check
reviews of structural, fire -resistive construction, seismic resistance, and soils designs, as well as
counter service. During his employment with the City, he maintained consistently rapid
turnaround times for new plan checks and rechecks.
NOTABLE PROJECT EXPERIENCE
Amplifi Apartments I City of Fullerton, CA
MW Lofts I City of Pasadena, CA
Plan Check Engineer for Other Consultants
Merrill Gardens Assisted Living Facility I City of Rancho Cucamonga, CA
Rancho Mission Viejo I Orange County, CA
Main Street Metro (Phase II) 1 City of Corona, CA
Staybridge Suites I City of Corona, CA
UC Santa Barbara Oceanwalk I City of Santa Barbara, CA.
11
GSG CONSULTANTS
7-189
A m i r H a m i d z a d e h PE, CBO, CASp CSG
CONSULTANTS
Senior Plan Check Engineer
LICENSES & CERTIFICATIONS
Mr. Hamidzadeh is an accomplished senior plan check engineer for CSG and brings over 33
Registered Professional Engineer (PE)
years of experience in the building industry. He has experience serving as a plan check
168216
engineer, a building official, a building department director, an associate engineer, and as a
Certified Plans Examiner
planning aide for the Cities of Simi Valley, Palm Desert, and Agoura Hills, California. Mr.
Certified Building Official
Hamidzadeh also has extensive leadership experience having served as the former president
ICC 1041666-CB
for the Ventura Regional Chapter and the Coachella Valley Chapter of ICC and as one of the
Certified Access Specialist (CASp)
founding members of the Certified Access Specialist Institute.
1093
RELEVANT EXPERIENCE
Certified Residential and Non-
Residential Energy Analyst (CEA)
Owner Development Solution, Westlake Village, CA
Licensed Real Estate Broker, (Realtor)
Mr. Hamidzadeh operates his own private business, Development Solution. His responsibilities
include meeting clients contract preparation, design, engineering, plan review, inspection,
,
EDUCATION
report preparation, and budgeting.
Associate of Arts, Architecture, Pierce
Building Official I City of Agoura Hills, CA
Community College, Pierce Community
Mr. Hamidzadeh managed and directed the operation of the Building and Safety Department,
College I Los Angeles CA
including budget, plan review, permit issuance, inspections, and creating and enforcing policies
Bachelor of science, City and Regional
and procedures. He also oversaw multiple contracts.
Planning and Architecture, California
Polytechnic University San Luis Obispo
Director of Building and Safety Department I City of Palm Desert, CA
I San Luis Obispo, CA
Mr. Hamidzadeh oversaw the Building and Safety Department and its four divisions: Plan
PROFESSIONAL AFFILIATIONS
Review, Permit Issuance, Inspection and Code Enforcement. He managed multiple contracts
International Code Council I Member
and consulting programs including Animal Control and consultant plan review and inspection
services. He was also responsible for the department's budget.
Ventura Regional Chapter of IOC I
Former President
Plan Check Engineer / Associate Engineer / Planning Aide I City of Simi Valley, CA
Coachella Valley Chapter of ICC I
Mr. Hamidzadeh served in various roles for 3 different departments during his time with the
Former President
City of Simi Valley. He served as a planning aide for the Planning and Community Development
Los Angeles Basin Chapter of ICC I
Department, an associate engineer for the Public Works Department, and as a Plan Check
Committee Member
Engineer for the Building and Safety Department. His responsibilities included preparing and
presenting ordinances to the City Council, managing an $11M Storm Water Detention Facility,
California Building Officials ( I
and plan checking and inspecting a variety of commercial and residential plans for code
Committee Member
Member
compliance.
Certified Access Specialists Institute
(CAST) I Founding Member
Designer I Zuni Engineering Design, Chatsworth, CA
California Association of Building
Mr. Hamidzadeh designed and engineered multiple buildings and roadways with the assistance
Energy Consultants I Member
of the Senior Engineer.
California Real Estate Inspection
Association (CREIA) I Member, Trainer
Office of Emergency Services (OES)
Safety Assessment Evaluator &
Coordinator
12
7-190
Richard Supan,PE CBO CFM CSG
CONSULTANTS
Building Official / Senior Structural Engineer `OF
LICENSES & CERTIFICATIONS
Mr. Supan provides building official and structural engineering services for CSG Consultants and its
Licensed Civil Engineer
clients. He brings over 8 years of experience in the building industry and has served in managerial
State of CA 188934
positions forthe Cities of Los Angeles, Fullerton, and Anaheim. To this role, Mr. Su pan brings expertise
Certified Building Official
of complex commercial, industrial and residential structures in compliance with applicable building
Certified Fire Marshal
codes and ordinances, engineering standards and specifications, supplemental energy requirements,
Certified Building Plans Examiner
and ADA regulations.
Certified Residential Plans Examiner
Certified Commercial Plans Examiner
RELEVANT EXPERIENCE
Certified Building Inspector
Plan Check Manager I City of Anaheim, CA
Certified Residential Building Inspector
Mr. Supan provided code interpretations to the public, staff, and interdepartmental City employees.
Certified Building Code Specialist
He reviewed various construction plans, reports, and engineering calculations to determine if plans
18326066
were in compliance with building codes and other construction regulations. He also monitored the
plan review for all major projects and attended preliminary plan check meetings with architects.
EDUCATION
Master of Science, Civil Engineering,
Mr. Supan supervised the plan check team consisting of 4 Plan Check Engineers in the review of plans,
California Polytechnic University, Pomona
specifications, and calculations on a variety of projects in the issuance of building permits for
Pomona, CA
construction. He supervised, assigned, and reviewed the work of the staff and consultants to ensure
Bachelor of Science, Civil Engineering
work quality and the adherence to established policies and procedures.
University of California, Irvine
Building and Safety Manager / Building Official I City of Fullerton, CA
Irvine, CA
Mr. Supan managed the operations of the Building and Safety division of the Community
Leadership Development for Public
Development Department which included permitting, plan checking, and building inspection staff in
Agencies, California State University,
the application and enforcement of codes related to the construction, alteration, and occupancy of
Fullerton I Fullerton, CA
residential, commercial, and industrial buildings. He created new policies and standards in the
PROFESSIONAL AFFILIATIONS
implementation of changing state and local laws and conducted weekly division meetings with staff
California Building officials Association
for discussion and training. He was also responsible for the management of the Building Division
(CALBO)
budget and prepared draft ordinances and reports for legal and City Council review.
International Code Council ([CC) Structural Engineering Associate III ( City of Los Angeles, CA
Orange Empire Chapter Mr. Supan performed plan check on the design, plans, specifications, and calculations on a variety of
Chapter Board Secretary 2021
projects including new multi -story commercial buildings, mixed -use buildings, high-rise buildings,
Municipal Management Association of multi -story apartments, single-family dwellings, retaining walls, shoring, and other miscellaneous
Southern California (MMASC)
building structures forthe issuance of building permits. He provided managerial and analytical support
for a variety of complex and confidential administrative matters including critical and or/sensitive
development projects. He also acted as the Building and Safety Department Liasion and
communicated with the 15 City of Los Angeles Council District Offices and reviewed and prepared
responses to proposed local building and zoning code draft ordinances presented by the City
Attorney's Office.
Notable projects that Mr. Supan was involved in while with the City of Los Angeles include:
• Managing emergency homeless shelter projects
• Participating as the Building Code liaison for Re:Code LA, which was the largest City of Los
Angeles Planning Department initiative to create a new Zooming Code for Los Angeles.
Project Engineer I Plump Engineering, Inc. Anaheim, CA
Mr. Supan prepared complete design plans consisting of calculations and drawings in AutoCAd for
commercial and residential projects including new construction, tenant improvements, and plan
check corrections. He also performed calculations for commercial and residential projects involving
gravity and lateral loadings for steal, concrete, and timber members.
13 CSG CONSULTANTS
7-191
Salem
Garawi CSG
PE
CONSULTANTS
Senior Plan Check Engineer / Senior Engineer N4009or
LICENSES & CERTIFICATIONS
Mr. Garawi performs construction management, project management, and plan check services
Registered Professional Engineer (PE)
on behalf of CSG. He uses his 35 years of extensive experience with the City of Los Angeles to
Certified Plans Examiner
provide the highest quality of professional services to CSG clients throughout California.
IICC
RELEVANT EXPERIENCE
EDUCATION
Master of science, Civil Engineering,
Construction Manager (Civil Engineer) I City of Los Angeles/ Dept. Of Public Works -
California State University
Wastewater Conveyance Construction Division, CA
Long Beach, CA
Mr. Garawi oversaw a team of engineers and admin staff that delivers over 300 projects
Bachelor of science, Civil Engineering,
annually for urgent repair and rehabilitation of wastewater pipes. The team prepares the
University of Technology
engineering design and cost estimate of repair projects, manages construction sites, inspects
I Baghdad, Iraq
and troubleshoots site problems, responds to contractors' submittals, Requests for Information
and Change Orders, process's projects' final closeout, communicates with contractors and
inspectors, interfaces with other departments and jurisdictions to obtain permits and approvals
to conduct construction work and writes and presents reports before the Board of Public
Works requesting approvals for various construction documents modifications
Project Manager (Civil Engineer) I City of Los Angeles/ Dept. Of Public Works-
CleanWater Bond Division, CA
Mr. Garawi managed over $45 million in project management of Stormwater Best
Management Practices projects, carried projects through all phases of Predesign, Design, Bid &
Award and Construction, developed projects milestones and generated projects schedules,
facilitated and briefed clients and stakeholders on the design status and on -going projects
actions, prepared meeting agendas and directed projects reviews and design meetings,
established cost estimates and analyzed projects budgets, approved projects funding
allocations, reviewed quality assurance and quality control procedures, presented projects at
community meetings and before the Board of Public Works, coordinated work with local, state
and federal agencies, managed design consultants to ensure projects delivery within scope, on
time and within budget.
Structural Engineering Associate III I City of Los Angeles/Dept. Of Public Works-EED,
Hyperion Treatment Plant, CA
Mr. Garawi performed as a designer in the Structural Design Group where he designed
buildings, structures & equipment facilities necessary for the operation of the plant; reviewed
and acted on RFIs, submittals and change orders; conducted meetings with the Project and the
Construction Management teams at different design levels to complete the design; visited job
sites to monitor construction activities, identify problems and propose solutions to construction
difficulties.
Structural Engineering Associate I, II, & III I City of Los Angeles/Dept. of Building and
Safety-Backroom Plan Check, CA
Mr. Garawi plan -checked commercial, industrial and residential construction plans and
engineering design analyses for compliance with the Building & Zoning codes requirements;
prepared the weekly staff meeting agenda; performed as a Plan Check Supervisor to review
engineering staff work, act on requests for code modifications, assist the public with code
interpretations, write employee evaluation reports, monitor the daily operations and conduct
the weekly plan assignments.
14 0SG CONSULTANTS
7-192
Kylie Gonsalves PE
Plan Review Engineer
ICSG
CONSULTANTS
LICENSES & CERTIFICATIONS As a Plan Review Engineer, Ms. Gonsalves has provided plan review services for numerous CSG
Professional Civil Engineer clients including the Cities of Azusa, Costa Mesa, Fullerton, Hemet, Huntington Beach, San
I C88835 Bernardino, San Dimas and Tustin, as well as the Counties of San Bernardino and Ventura. In her
Certified Residential Plans Examiner work for the City of Huntington Beach, Ms. Gonsalves also performed building inspections for
8297212 photovoltaic solar panels, and brings knowledge gained from this work to her residential plan
review services.
EDUCATION
Bachelor of Science Civil Engineering
RELEVANT EXPERIENCE
California State Polytechnic Pomona I
Plan Review Engineer / Multiple Jurisdictions, CA
Pomona, CA
Ms. Gonsalves brings over six years of plan review experience and continues to apply her
expertise as a plan reviewer for several jurisdictions and counties across Southern California.
PROFESSIONAL AFFILIATIONS
These jurisdictions include:
American Society of
. City of Azusa
. City of Costa Mesa
Civil Engineers National
• City of Fullerton
• City of Hemet
Chi Epsilon,
• City of Huntington Beach
a City of San Bernardino
Civil Engineering Honor Society
• City of San Dimas
. City of Tustin
Concrete Canoe Team Cal Poly Pomona
• San Bernardino County
a Ventura County
As a Plan Review Engineer, Ms. Gonsalves has completed plan review for a range of residential
projects, including new single-family residences to multi -family residential tract homes. As part
of her review, Ms. Gonsalves ensures compliance by implementing her knowledge in all
applicable building and fire codes. She is well versed in reviewing residential developments in
High Fire Hazard Zones and is able to review and understand the foundations required for
residential developments constructed on various soil properties. She is well versed in the review
of retaining wall plans, post -tensioned and conventional foundations, and Hardy Frames and
trusses.
Project Engineer Intern / W.E. O'Neil Construction Company
Ms. Gonsalves assisted Project Engineers with on -site construction of an apartment complex in
Mission Viejo, California. She was responsible for creating, compiling and routing RFI's to
subcontractors. Ms. Gonsalves created punch lists and assisted Project Engineers on punch
walks.
15 ISG CONSULTANTS
7-193
Gerald
Quast CSG
CONSULTANTS
Senior Plans Examiner V*ft000F
Mr. Quastjoins CSG as a plans examiner and provides plumbing and mechanical plan review for
LICENSES CERTIFICATIONS
our public agency clients. He brings with him over 30 years of Public Agency experience providing
Certified Energy Plans Examiner,
inspection and plan check services for the City of Anaheim.
Non -Residential
California Energy Commission
RELEVANT EXPERIENCE
I NRE-98-1001
Plumbing / Mechanical Plans Examiner I City of Anaheim, CA
Certified Energy Plans Examiner,
Mr. Quast most recently served as the plumbing/mechanical plans examiner for the City of
Residential
Anaheim. Beginning his Public Agency career as a combination building inspector, he
California Energy Commission
transitioned to the Plan Check Section, and while providing plans examiner services to the City,
I RES-93-1016
Mr. Quast was also the staff training coordinator for eight years. During his time at Anaheim, he
IAPMO Certified Mechanical Inspector
provided plumbing and mechanical plan check services for such projects as the Anaheim Arena,
IAPMOCertified Plumbing Inspector
the Anaheim Stadium Expansion, several Anaheim Convention Center Expansions, the
EDUCATION
downtown ice hockey rinks, and numerous redevelopment projects. He has also reviewed plans
Associate of Arts Degree
for numerous Hotel/Motel and high -density residential developments, office buildings, parking
Coastline Community College
structures, tenant improvements and warehouse projects, and numerous Resort District and
I Fountain valley, CA
amusement park expansions.
Construction & Building Codes Instructor I Fullerton Community College & Coastline
Community College
Mr. Quast brings over 28 years of experience as a community college instructor, delivering
construction and building code courses for Fullerton and Coastline Community Colleges. While
teaching plumbing, mechanical, and building codes, Title 24 Accessibility/Energy, basic code
enforcement, and blueprint reading, he has also delivered training seminars for CALBO, ICC, and
IAPMO Chapters.
Plumbing Apprenticeship/Journeyman Training I Plumbing Contracting
Mr. Quast previously worked with a residential and commercial plumbing companyfor 15years. After
completing a 5-year California State plumbing apprenticeship program, he worked asjourneyman and
foreman, as well as in labor -supervision, estimation, purchasing, and as a corporate officer before
becoming a plumbing contractor.
NOTABLE PROJECT EXPERIENCE
Sofi Stadium I City of Inglewood, CA
Commercial Cannabis Business Odor Management Systems (CCB-OMS) I City of Santa Ana,
CA
Multiple Residential Projects I City of Beverly Hills, CA
Projects while working with the City of Anaheim, CA
• Numerous Projects within the Disneyland Resort District and Amusement Parks
• The Anaheim Arena
• The Anaheim Stadium Expansion
• Several Anaheim Convention Center Expansions
• Multiple Downtown Ice Hockey Rinks
• Numerous Redevelopment Projects
• Numerous Hotels/Motels
• Numerous High -Density Residential Developments, Office Buildings, Parking
Structures, Tenant Improvements, and Warehouse Projects
16
CSGCONSULTANTS
7-194
Mike
Teemant CsANTS
MCP, CBO
Senior Plans Examiner 11111111111ftwor
LICENSES & CERTIFICATIONS
Mr. Teemant, an experienced Master Code Professional (MCP), serves as building plan reviewer and
Master Code Professional (MCP)
inspector for CSG and its clients. He has over 40 years in the construction industry, with 24 years of
Certified Building official
experience in enforcing code compliance, making him especially capable in working with municipal
Certified Building Code Official
governments on all aspects of plan review and building code enforcement.
Certified Plumbing Code Official
Combination Inspector
Mr. Teemant is a highly proficient Building and Electrical Plans Examiner having conducted plan
Commercial combination Inspector
reviews on a wide array of projects. Similarly, he has extensive experience in performing inspections
Commercial Energy Inspector
for compliance with international Codes and referenced standards.
Commercial Energy Plans Examiner
He also holds experience in supervising Building, Plumbing, Mechanical, and Electrical Inspectors and
Residential Energy Inspector/Plans Examiner
support staff, as well as serving as an accomplished instructor for building Ian review,
pp g p l; p provisions of
Fire Inspector II
Residential Fire Sprinkler Inspector/Plans
the International Plumbing Code, and International Residential Code.
Examiner
RELEVANT EXPERIENCE
Building Plans Examiner
Plumbing Plans Examiner
Code Inspections I City of Boulder City, NV
Commercial Building Inspector
Mr. Teemant provides code inspection services for the City of Boulder City. Projects includes both
Commercial Electrical Inspector
residential and commercial. Mr. Teemant also oversees three CSG inspectors who provide services for
Commercial Plumbing Inspector
the Techren Solar Plant and assists with inspections when one of them calls out sick or is on vacation.
Accessibility Inspector/Plans Examiner
Residential Building Inspector
Building Official I City of Fernley, NV
Residential Electrical Inspector
As a building official forthe City of Fernley, Mr. Teemant reviewed plans forcompliance with adopted
Residential Mechanical Inspector
municipal building codes and supervised field inspections for construction and municipal code
Residential Plumbing Inspector
compliance. Within the Building and Safety Department, he supervised the permit technician and
EDUCATION
animal control officer. He was also instrumental in the review of policies and procedures, and the
Associates of Applied Sciences: Building
development of procedures to improve the City's workflow management system. In addition, Mr.
Technologies; Building Inspection
Teemant prepared documents and presentations for city council review and approval.
College of Southern Nevada, Las Vegas, NV
Plans Examiner I City of Las Vegas, NV
Chemical Engineering
University of south Alabama, Mobile, AL
Mr. Teemant reviewed plans for compliance with the adopted municipal building codes as well as
Chemical Engineering
interacted with design professionals and the public to explain the intent of the building codes. In his
PROFESSIONAL AFFILIATIONS
role as a plans examiner, hegranted approval of plans thatwere compliant with codes and noted code
Member, International Code council (ICC)—
requirements on the plans for common problems encountered in the field. as a plans examiner for
Region I Board
the City of Las Vegas, some major projects on which he worked include the examination of high rise
Member, International Code Council (ICC)—
and large projects such as the Smith's Center, Las Vegas Outlet mall, World Market Center, Lou Ruvo
Northern Nevada Chapter
Brain Center, Zappos corporate offices, Las Vegas Development center, City of Las Vegas City Hall,
Member, International Code council (ICC)—
Soho lofts, and many hotel construction and major remodels.
Nevada Organization of Building Officials
Member, International Code Council (ICC)—
Code Inspector I Clark County School District, NV
Southern Nevada Chapter
Code Instructor I City of Las Vegas Plans Exam Division, College of Southern Nevada, Las Vegas, NV
Member, Board of Directors -1st Vice
Supervisor/Foreman I Maverick Construction, Las Vegas, NV
President 2014-2015
Member, Board of Directors-2nd Vice
NOTABLE PROJECT EXPERIENCE
President 2013-2014
Sofi Stadium I City of Inglewood, CA
Awarded & Honored, "2013 Government
Person of the Year" 2013
Techren Solar Park (Techren 11) 1 City of Boulder City, NV
Member, International Association of
UNLV College of Engineering, Academic and Research Building I State of Nevada
Plumbing and Mechanical Officials (IAPMO)
Projects Prior to Joining CSG for the City of Las Vegas, NV
2012—Present
City of Las Vegas City Hall Zappos Corporate offices
Southern Nevada Chapter Board 2014-2015
Lou Ruvo Brain Center Las Vegas Development Center
Member, Southern Nevada Building Officials
The Smith's Center Soho Lofts
(SNB2012
International Building Code Committee—
tee —
Las Vegas Outlet Mall And many hotels and major remodels
Mechanical and Plumbing Code
World Market Center
Amendments Committee
City of Las Vegas 2003
International Residential Code —Amending
Ordinance Committee
17
CSGCONSULTANTS
7-195
Frank Biangone
Senior Plans Examiner
CSG
CONSULTANTS
LICENSES & CERTIFICATIONS
Frank Biangone serves as a Senior Plans Examiner for CSG and its clients. With over 30 years of
Residential Building Inspector
experience, Mr. Biangone is a highly knowledgeable code professional with expertise gained through
Commercial Building Inspector
extensive experience performing building plan review and inspection services for the City of
ICC860170
Huntington Beach, CA.
EDUCATION
Advanced Construction Technology
RELEVANT EXPERIENCE
Courses
Senior Commercial and Residential Combination Inspector I City of Huntington Beach, CA
Coastline Community College, Chico, CA
Mr. Biangone served the City of Huntington Beach for more than 30 years, including 5 years as Senior
Commercial and Residential Combination inspector and 25 years as Principal Plumbing and
PROFESSIONAL AFFILIATIONS
Mechanical Plan Checker/Inspector performing both paper and electronic plan review.
International Association of Plumbing and
Mechanical Officials Member
His responsibilities included performing all commercial and residential plumbing and mechanical plan
check for all projects throughout the City of Huntington Beach, assisting the Fire Department with
water metering and backflow applications forwater sourced fire suppression systems along with plan
check of fan -assisted smoke evacuation systems, assisting the Public Works Department with onsite
sewer and water plan checks, and working in conjunction with Huntington Beach Code Enforcement
to assist with plumbing and mechanical code enforcement issues. Mr. Biangone also attended pre -
construction meetings with contractors, designers, architects and engineers on high profile, large scale
projects. Other duties included, writing numerous plumbing and mechanical policies for the City,
assisting in the redesign of plumbing and mechanical permit forms and plumbing and mechanical plan
check correction logs, and designing and performing weekly plumbing and mechanical training
activities for field inspectors and managers.
Notable nonresidential plumbing and mechanical plan check projects successfully performed for the
City of Huntington Beach include:
• The Strand with the Shore Break Hotel • Rainbow Environmental Services Recycle Plant
•
Hyatt Regency Resort
• Huntington Beach Senior Center
•
Pacific City Commercial and Retail
• Hoag Health Medical Center
•
Bella Terra mall
• Memorial Health Center
•
C&D Aerospace
• Brethren Christian School
•
Hilton Waterfront Resort
• OSHPOD 3 Plumbing and Mechanical Reviews
•
Quiksilver
Notable multi -family residential projects reviewed
include:
•
The Lofts
•
Boardwalk
•
Village at Bella Terra
•
Elan
•
Luxe
18
CSGCONSULTANTS
7-196
Mark
Sallee CMG
CONSULTANTS
Senior Plans Examiner
LICENSES & CERTIFICATIONS
Mark Sallee serves as a Senior Plans Examiner for CSG and its clients. He has over 40 years of
Building Inspector
experience in the construction industry, 21 of which were as a City of Anaheim employee performing
Electrical Inspector
building inspection and plans examiner services. Mr. Sallee's thorough knowledge of the code and
Plumbing Inspector
plan review and inspection processes allow him to provide the highest quality of servicesto our clients.
IICC 1026285
State of California Contractor's License C- RELEVANT EXPERIENCE
10 Plans Examiner II 1 City of Anaheim, CA
1387649 As a Plans Examiner II, Mr. Sallee performed the following duties: Reviewing commercial, residential,
hotel and intuitional electrical plans for conformance to current building codes; reviewing residential
and commercial photovoltaic and fuel cell systems; and reviewing residential and commercial
demolition plans, swimming pools, signs and residential ADU's.
Building Inspector II & III I City of Anaheim, CA
As a Building Inspector II & III, Mr. Sallee performed some of the more complex building inspections,
including inspections during the construction of Disney's California Adventure, and major retrofits at
Disneyland Park, the Anaheim Convention Center, Angle Stadium, Arrowhead Pond, and Boeing
Industries among others.
Mr. Sallee also performed combination -building inspections, electrical plan check, and acted in the
capacity of supervisor as needed to support Management.
National Electrical Code Instructor I Coastline Community College, Fountain Valley, CA
Mr. Sallee taught the NEC in a community college format.
Electrical Instrumentation Inspector I Koury Inspection, Carson, CA
Mr. Sallee worked primarily in a Class I division I and division II hazardous location I conducted
inspections on heavy industrial electrical installations as a third party inspectorforthe ARCO Refinery
in Carson Ca. This work included inspecting electrical sub stations to 69 KV, services to 4,000 amps,
and motors to 3,000 horsepower, sub panels transformers, lighting, receptacles and general electrical
equipment.
Electrical Contractor I Sallee Electric Co., Westminster, CA
Mr. Sallee performed work on residential, commercial and light industrial projects. His duties included
electrical engineering, drafting, plan preparation, lighting design, payroll, estimating, and job site
supervisor, as well as electrician and troubleshooter.
19 CSIG CONSULTANTS
7-197
Mark
Carnahan CSG
CB, CONSULTANTS
Building Official
Inspection Manager
LICENSES & CERTIFICATIONS
Mr. Carnahan serves as a building official and inspection manager for CSG Consultants. He has
Certified Building Official
over 37 years of experience in the building industry, 20 of which were in the public sector with
Combination Inspector
progressive responsibility at the City of Huntington Beach. He has a sound knowledge of
CA Commercial Building Inspector
construction methods and materials, principals of structural design, engineering and building
CA Commercial Electrical Inspector
inspection. As part of managing CSG's Southern California inspection staff, Mr. Carnahan
CA Commercial Plumbing Inspector
developed an inspection program to train and develop the skills of new and experienced
CA Commercial Mechanical Inspector
inspectors.
CA Residential Building Inspector
RELEVANT EXPERIENCE
CA Residential Electrical Inspector
Building Manager/Building Official I City of Huntington Beach, CA
CA Residential Plumbing Inspector
The City of Huntington Beach created the Building Manager position for Mr. Carnahan which he
CA Residential Mechanical Inspector
performed for eight years. While managing the Building Department, he directed staff, ensured
CA Combination Inspector
that professional work standards are met, and emphasized the importance of quality customer
CA Plans Examiner
service. Mr. Carnahan attained pertinent knowledge and understanding of federal, state and
I ICC 1110134-J4
local laws, codes and regulations including the ADA, OSHA, CALOSHA, California Codes, and the
B-General Building Contractor (inactive)
City of Huntington Beach Municipal Codes, including enforcement of zoning requirements and
1746154
ordinances. He was also: a combination inspector assigned to single and multifamily housing, the
Hyatt Regency Resort, and numerous commercial and industrial projects; the supervising
EDUCATION
inspector for the Strand development, and managed the plan check and inspection process from
Light Construction and Development
entitlement to issuance of certificate of occupancy on numerous complicated projects (Costco at
Management Certificate Program
Bella Terra, The Village at Bella Terra Apartments, Beach Promenade, and Edinger Plaza). He
University of California, Irvine
worked with the Director of Community Development and Senior Administrative Analyst to
Liberal Studies
develop, modify and administer the Building Division budget and monitor expenditures. While
California State University I Fullerton, CA
managing the building department, Mr. Carnahan completed two cycles of the code adoption
process from: writing legislative drafts, requests for legal services (RLS), request for council action
(RCA's), council readings and finished the adoption process by sending the approved municipal
codes to the California Building Standards Commission for filing.
Inspection Supervisor ( City of Huntington Beach, CA
As an inspection supervisor, Mr. Carnahan: coordinated inspection activities with other city
departments, contractors and developers; established and maintained a cooperative working
relationship with those contacted in the course of work; communicated effectively both verbally
and in writing; participated in professional and public meetings as required; and worked with
others to analyze problems, identify alternative solutions, and accurately project consequences
of proposed actions for daily issues, large or small, including monitoring work flow. When
working with the City Council, he prepared and reviewed correspondence, studies, reports, and
requests for council action.
Inspector I, II, & III I City of Huntington Beach, CA
Building Construction
NOTABLE PROJECT EXPERIENCE
Projects Prior to Joining CSG
• Pacific City Huntington Beach I City of Huntington Beach, CA
• Huntington Beach Senior Centers City of Huntington Beach, CA
• Hardin Hyundai I City of Huntington Beach, CA
20 CSG CONSULTANTS
7-198
Lance A.
Miller CSG
CBO
Senior Building Inspector
Mr. Miller is a senior building inspector with over 17 years offield inspection experience for residential,
LICENSES & CERTIFICATIONS
commercial, and industrial projects. In his work, he combines inspection and code expertise with
Certified Building Official
superior customer service. Prior to joining CSG, Mr. Miller served as a contract building official and
Accessibility Inspector/ Plans Examiner
building inspector for multiple public agencies in California.
Plumbing Inspector
RELEVANT EXPERIENCE
Combination Inspector
CSG Building Inspector I City of La Habra, CA
Mechanical Inspector
As a CSG Building Inspector, Mr. Miller has provided inspections of both commercial and residential
Building Inspector
projects during various stages of construction and remodeling to ensure compliance with applicable
codes and regulations.
Electrical Inspector
ICC 5067873
Contract Building Inspector I Multiple Public Agencies
As a contract building inspector, Mr. Miller performed the gamut of inspection functions and gained
Plumbing Inspector UPC
experience working with varied agency processes. He prioritized daily inspection routes, scheduled
Combination Inspector- Legacy
assignments, and reviewed submitted plans and other documents for inspections to be performed.
Mechanical Inspector UMC
He conducted building and construction job -site inspections of structures and facilities to determine
compliance with governing codes and performed periodic and systematic inspections during various
EDUCATION
phases of construction from grading and foundation through final construction approval. His
Associate of Science, Building Inspection/
inspection work included examining job site grading, NPDES practices, and quality and grade of
Energy Management
lumber, cement, wiring and plumbing.
Mr. Miller reviewed approved construction plans, interpreted detailed codes and regulations and
explained required inspection and construction requirements when necessary. In the office, he
utilized permit tracking systems to record inspection findings and maintained inspection and permit
records to develop notices, forms and reports.
Clients served include:
City of Stanton P City of Seal Beach
City of Fountain Valley P City of Los Alamitos
City of Mission Viejo P City of Norwalk
P City of Cypress P Camp Pendleton USMC Base
21 CSQ CONSULTANTS
7-199
Jason
Walsh CSG
CONSULTANTS
Fire Services Specialist
LICENSES & CERTIFICATIONS
Mr. Walsh serves as a Fire Services Specialist for CSG. Mr. Walsh has over 20 years of
ICC CFI -I 8137905
experience in the fire services field. Prior to joining CSG, he served as the Assistant Fire
ICC CFI -II 8137905
Marshal, Fire Safety Specialist, Fire Inspector, and Volunteer Firefighter for the County of
ICC CFPE 8137905
Riverside.
NFPA Fire Inspector I CFI-17-0387
RELEVANT EXPERIENCE
NFPA Fire Inspector II CFI-18-1058
NFPA Fire Plans Examiner I CFPE-18-0137
Assistant Fire Marshal ( County of Riverside Fire Department, CA
CSFM Fire Prevention Officer 1 160-4691
Mr. Walsh supervised and coordinated fire prevention programs and activities of the Fire
Prevention Section and daily activities of fire prevention employees. He reviewed, researched
CSFM Fire Protection Specialist 260
and evaluated fire protection for building and development plans and specifications for
4691
compliance with applicable laws, codes and regulations concerning fire protection and life
CSFM Fire Plans Examiner 1 360-0387
safety systems. He assisted with developing and implementing the Fire Prevention goals and
NFPA CFI -I 1 17-0387
objectives, work plans, priorities, and policies and procedures with his assigned section while
EDUCATION
also preparing and updating the Riverside County Master Fire Plan.
Bachelor of Fire Science
Mr. Walsh served as contract Fire Marshal for partner cities and developed, implemented, and
Columbia Southern University I Orange
supervised the localized fire prevention program and local service operations while managing
program consistency across jurisdictions and department divisions. Additional responsibilities
Beach, AL
included developing Code Amendments and participating in the code adoption process;
PROFESSIONAL AFFILIATIONS
writing technical guidelines, bulletins, and interpretations; conducting quality control of fire
Riverside County Fire Prevention Officers
prevention operations; supervising fire safety inspection of commercial, institutional, and
Association: Executive Board 2008-2012
industrial occupancies; pursuing legal remedies for non-compliance with fire codes; and
President2012
providing support to a variety of boards and commissions.
Southern CA Fire Prevention Officers
Fire Safety Specialist I County of Riverside Fire Department, CA
Association —Code Development
Mr. Walsh reviewed, researched and evaluated fire protection plans and equipment for effectiveness
Committee & Wildlands Urban Interface
in fire prevention and protection; recommended alternatives and/or improvements to fire protection
Committee
plans and devices, reviewed and evaluated building and development plans and specifications for
CSFM Residential Care Facility Advisory
conformance with applicable laws, codes, and regulations concerning fire protection and life safety.
Committee
He also assisted in the preparation and updating of the Riverside County Master Fire Plan; conducted
International Code Council (ICC)
special inspections and investigations relating to fire codes and applicable laws; and coordinated plan
National Fire Protection Association
checking with other departments.
(NFPA)
Fire Inspector I County of Riverside Fire Department, CA
Mr. Walsh inspected assigned building and development projects for conformance with
applicable laws, codes, and regulations relating to fire protection and life safety. He also
witnessed and/or certified the installation and testing of specialized fire protection systems
that included, but were not limited to hydrants, hood suppression systems, sprinklers,
standpipe systems, self-contained high-rise systems, and alarms.
Volunteer Firefighter ( County of Riverside Fire Department, CA
Mr. Walsh performed a full -range of fire fighting duties including responding to all types of
fires as well as medical and rescue incidents as a member of an engine crew; assisted in
conducting fire prevention inspections and building, grounds and equipment maintenance and
repairs.
22 CSG CONSULTANTS
7-200
PROPOSAL TO THE CITY OF NEWPORT BEACH
BUILDING PLAN REVIEW & INSPECTION SERVICES I RFP NO. 22-45
COMMITMENT TO EXCELLENCE
Our People
Our clients benefit from the expertise of our team members who hold a wide variety of project
experiences and are motivated to achieve the highest level of technical proficiency and certification.
Knowing technical excellence is vital to successful service to our clients and to meeting their
jurisdictions' level of safety and code compliance, our team members are ICC certified, include
registered engineers, and possess additional required professional certifications. They routinely update
their knowledge and skills through attendance of specialized training classes and continuing certification
seminars in the most current building codes and standards as well as approved and modern methods,
materials, tools and safety practices used in the industry. In addition, we understand that integrity,
responsive customer service, and excellent communication and interpersonal skills are critical to on-the-
job success, and we actively seek these qualities in our team members.
We also support our team members in their participation in and contributions to the many important
associations and organizations within our industry. Many of our team members hold or have held key
positions within the organizations listed below and have served as in -demand instructors and trainers.
League of California Cities
International Code Council
California Building Officials
County Building Officials Association of California
ICC Chapters of Napa-Solano, Peninsula, East Bay,
Monterey, Sacramento Valley, Yosemite, Shasta
Cascade, Central Coast, Redwood Empire, Los
Angeles Basin, Orange Empire, Foothill, Coachella
Certified Access Specialist Institute (CAST)
California Fire Chiefs Association
Northern California Fire Prevention Officers
Southern California Fire Prevention Officers
National Fire Protection Association
California Automatic Fire Alarm Association
American Fire Sprinkler Association
National Fire Sprinkler Association
American Public Works Association
American Society of Safety Engineers (ASSE)
Institute of Transportation Engineers
Structural Engineers Association of Northern California
Structural Engineers Association of Southern California
Quality Assurance
6 i I �.vzy-g ;IliDMr .
ysi
\ /` ,I'M%
MEMBER
C A L I F 0 R N I A
BUILDING OFFICIALS I
I\'IER.�ATIU\:1L
CODE COUNCIL°
Key to our approach to quality assurance is that it must occur throughout the entirety of the project and
with the right people involved every step of the way. Our team's unwavering integrity and commitment
are combined with our internal processes and leading -edge digital technology to consistently produce
quality work products and maintain highly satisfied clients. At project outset, CSG's project manager
assigns the most technically specialized team members who, through their experience and training, best
understand the needs of our client. Our quality control processes include verifying procedures and code
requirements, defining and applying standards used in code applications, and assessing work products
to ensure that jurisdictional requirements and expectations are met.
23
CV113A CONSULTANTS
7-201
Project Approach & Methodology
APPROACH TO WORK
PROPOSAL TO THE CITY OF NEWPORT BEACH
BUILDING PLAN REVIEW & INSPECTION SERVICES I RFP N0. 22-45
0
CSG's proposed team has been selected to best support the specific needs of the City and will deliver
exceptional service through its application of technical expertise, knowledge of municipal processes and
procedures, efficient and effective customer care, and application of code compliance combined with
innovative and helpful alternatives. Our extensive experience in furnishing comprehensive building and
fire life safety services to jurisdictions provides a consistent, strong technical foundation to all projects.
From providing leading -edge digital plan review and online plan check status reporting to delivering
faster -than -scheduled turnaround times and code interpretations, CSG will deliver the highest quality
services to the City. CSG's approach to work includes the following methodologies and key benefits:
P A wealth of fully committed and qualified personnel. We maintain staff that is fully licensed
and certified at the highest level of industry standards. To keep our personnel on the industry's
leading edge, many serve as instructors and lecturers and sit on boards and committees for
organizations developing and implementing important code regulations. We also keep current
with the latest in procedures and use of products by attending regional, state and national
training opportunities and industry provided product/materials training.
P Customized, responsive services. We are skilled at assessing time commitments, developing
accurate work plans and applying dedicated, professional personnel with the skills and
experience best -suited for the project. We can quickly fine-tune staffing levels to match or adjust
to changes in plan review, inspection, and front counter activity and ensure responsiveness to
customers. With our digital plan review capabilities, we are able to utilize plan review resources
from any of our regional offices. In addition, we excel at coordinating with all agency
departments as well as outside agencies.
i Rapid turnarounds and expedited services. With extensive experience in both code application
and the digital plan review process, our staff excels at performing expeditious turnarounds while
delivering thorough and accurate reviews. We easily match and more often beat any required
review turnaround deadlines.
P Leading -edge, cost -saving technology and methods. CSG delivers a suite of digital options —
speedy digital plan reviews and electronic versions of plan comments, an easy -to -use online
application for plan submittal, tracking and approval of digital plans; and available full scanning
and archiving services. In addition, through knowledge gained from service to over200 public
agencies, we are constantly improving and adapting to provide our clients with the most cost-
effective services.
P Environmentally friendly practices. Our corporate policy on sustainability supports a healthy
environment, reduces our carbon footprint and promotes environmental stewardship through
environmentally preferable purchasing and other actions including use of a digital plan review
system that bypasses paper consumption, and use of duplexing and recycled, post -consumer
content paper when printing is necessary.
24
f _ISIG CONSULTANTS
7-202
PROPOSAL TO THE CITY Or NEWPORT BEACH
BUILDING PLAN REVIEW & INSPECTION SERVICES I RFP NO. 22-45
BUILDING, FIRE, & STRUCTURAL PLAN REVIEW SERVICES
Our team of professionals is ready to assist in all aspects of plan review and to focus on the special
needs and requirements of each of our clients. We pledge thorough and accurate reviews and prompt
turnaround times and offer proven digital plan review services and comprehensive online status reports.
CSG serves as an active partner, working as a seamless extension of our public agency clients in
performing the requested services and working closely with the development community and public as
directed.
Compliance Standards
Our engineers and plan reviewers carefully review all plans and
documents for compliance with building codes, fire codes, energy
conservation standards, and accessibility regulations adopted by
the State of California, and all local policies and ordinances
including but not limited to:
P California Building Code, Volumes 1 and 2
P California Residential Code
P California Electrical Code
California Plumbing Code
California Mechanical Code
P California Fire Code
California Energy Code
P California Green Building Standards Code (CALGreen)
California Existing Building Code
P California Health and Safety Code
National Fire Protection Association (NFPA) Standards as adopted and referenced by the State of
California (California Code of Regulations, Title-19)
P State Historical Building Code
NPDES/WQMP/SWPPP Compliance
P Local adopted ordinances and amendments relative to building, fire and municipal codes, including
project Conditions of Approval from other agency departments, divisions, and regulating agencies
Structural Plan Review
Our plan review division consists of highly qualified Structural Engineers and Professional Engineers.
The staff selected for this project have extensive experience in a wide range of structural design as both
design engineers and plan reviewers. Through our digital plan review process described below, we can
leverage the full capabilities of our firm if additional staff is needed to meet deadlines or add special
capabilities to our review team.
Digital Plan Review
plan reviewers.
CSG has been providing digital plan
review services for over 20 years,
leading the consultant field with this
ground -breaking service. All paper
plans submitted to CSG for building
and fire plan review are immediately
scanned into digital files and stored on
CSG's servers for quick and easy access by both our clients and our
25
CV1132 CONSULTANTS
7-203
PROPOSAL TO THE CITY OF NEWPORT BEACH
BUILDING PLAN REVIEW & INSPECTION SERVICES I RFP NO. 22-45
Our plan reviewers furnish electronic versions of their plan comments conforming to each client's
established correction list templates. Any additional forms utilized by the agency will be incorporated
into the correction comments and returned with the appropriate recommendations. Plan check
comments can be delivered electronically by email or other agency -approved means, enabling staff to
immediately modify CSG's checklist for incorporation with other department comments. We provide
convenient, environmentally friendly digital storage of all construction -related documents, and on
request, can provide clients with a set of digitally scanned plans at no additional cost.
In addition, for jurisdictions requesting a pure digital plan review workflow,
we can enable an applicant to submit digital files —with no size
limitations —directly to CSG via our web -based application. Our application
includes an online portal for the applicant/jurisdiction to retrieve
comments and marked -up digital plans including redlines. Importantly, this
service tracks the status of all submittals and re -submittals until the plans
have been approved.
Key features of our digital plan review service include:
P Efficient. Plans are pushed to plan review staff the same day they
are received.
P User-friendly. CSG developed its own online portal specifically to
manage the electronic file submittal process. Through use of this
interface, the applicant is no longer faced with size restrictions on
email attachments or required to learn complex file transfer
settings.
P Proven. We have provided a digital plan review option to our clients
for over 20 years.
P Non -Proprietary. CSG's electronic review process is 100% PDF-based
with no additional software required to view redlines.
Online Plan Check Status
CSG offers a convenient service allowing clients to
check plan review status and comments online. By
accessing our secure Plan Check Status website,
agency staff as well as authorized applicants can view their project documents
and plans and communicate with the specific plan checker via e-mail. Staff anc
authorized applicants can download comments upon completion of the plan
check. There is no additional cost for this service.
Plans Pickup and Delivery
CSG will coordinate pickup and delivery of plans and other materials from/to the agency via CSG
personnel or an approved alternative service.
Green Building and LEED Accreditation
Our Building Division team is experienced in plan review and inspection for compliance with CALGreen
and local green building ordinances and includes LEED Accredited Professionals. In addition, CSG
Consultants has the qualifications necessary to assist with both the development of policy and the
implementation of green and sustainable building practices. CSG's Sustainability Programs division can
assist, for example, with construction and demolition debris recycling programs and public outreach to
the building industry.
26
CSQ CONSULTANTS
7-204
CASp Review Services
Grading Review
PROPOSAL TO THE CITY OF NEWPORT BEACH
BUILDING PLAN REVIEW & INSPECTION SERVICES I RFP NO. 22-45
We understand California Building Departments are required to have
CASp certified staff in place and available for technical questions and
interpretations. Our CASp certified team members are knowledgeable
of state and federal accessibility laws and regulations and possess the
expertise necessary to promote access to facilities for persons with
disabilities. In accordance with current regulations, CSG can provide
CASp certified professionals to review plans for accessibility and to
facilitate compliance with regulations when requested.
Grading plans will be reviewed for conformance to Planning and Entitlement approvals, with careful review
of the project's Conditions of Approval. Our reviewers will verify conformance to the City's Municipal Code,
City or County Grading Manual, City Standard Plans, Stormwater Quality requirements and protection of
existing public facilities. Grading plans will be reviewed to ensure that all recommended BMP's from the
WQMP are properly implemented. Rough Grading Plans will be reviewed to ensure that all SWPPP BMP's are
appropriately shown.
PLAN CHECK TURNAROUND TIMES
CSG strives to provide the highest quality and most timely service in the industry. We take pride in
maintaining the requested plan review times for all our clients —even delivering faster than our own
deadlines. Our goal is to approve code -complying projects and to move work quickly and successfully
through jurisdictional processes. CSG will ensure that all building and safety duties and follow-up actions
will be performed in a timely and responsive manner.
The following are CSG's proposed plan check turnaround times:
TYPE OF
Residential New Construction
INITIAL REVIEW
(BUSINESS DAyS)2
10
RE -CHECK
(BUSINESS D•
5
Residential Additions
10
5
Small Residential Remodels
10
5
_
Commercial New Construction & Large/Complex Projects'
10
5
Commercial Additions
10
5
Small Commercial Remodels/Tenant Improvements
10
5
Expedited
5
5
'Turnaround time may vary with the complexity and magnitude of the project. If a review is anticipated
to take longer than the maximum turnaround time, CSG will notify the City's representative and
negotiate additional time required to ensure an appropriate level of review.
'The number of working days associated with the plan check turnaround time is based on time of
project submittal. The first working day will be the day the project is received by CSG if submitted by
3:00 PM. For a project that is received by CSG after 3:00 PM, the first working day will be the next
business day.
Expedited Plan Check Services
At the City's request, we can perform plan check services on an accelerated schedule with associated fees
negotiated between the City and CSG.
27
C!SG CONSULTANTS
7-205
PROPOSAL TO THE CITY OF NEWPORT BEACH
BUILDING PLAN REVIEW & INSPECTION SERVICES I RFP NO. 22-45
BUILDING INSPECTION SERVICES
CSG provides fully integrated, multi -
disciplined building inspection services
for residential, commercial, and
industrial projects. Our inspection
personnel have an outstanding
mixture of technical expertise and
experience in all construction types.
We provide experienced, ICC certified
inspectors who work with a team
approach to ensure compliance with applicable codes and requirements and
provide solutions to mitigate potential risks and safety hazards. Using well -honed customer service and
communication skills our inspectors excel at educating stakeholders to keep projects moving forward. Our
inspectors also utilize current technologies and equipment to view plans and documents, research related
code requirements, document field conditions and progress, and share that information with stakeholders
while in the field.
Key services include but are not limited to the following:
Providing inspection services to ensure project compliance with
State adopted codes and local amendments including building,
electrical, mechanical and plumbing codes
P Offering code interpretation and education
0 Seamlessly integrating into client organizations and consistently
enforcing policies and procedures
P Addressing and resolving inquiries
Maintaining records and files
Providing all vehicles, fuel, maintenance and other equipment
necessary for inspectors to carry out duties.
CASp Inspection Services
To facilitate the City of Newport Beach's compliance with current rules and regulations, CSG will provide a
CASp certified professional for technical questions and interpretations and to perform accessibility
compliance inspections upon request.
28
Vso CONSULTANTS
7-206
PROPOSAL TO THE CITY OF NEWPORT BEACH
BUILDING PLAN REVIEW & INSPECTION SERVICES I RFP NO. 22-45
AVAILABILITY AND CUSTOMER SERVICE
We clearly understand the importance of our role in the success of the City and commit to providing project
stakeholders and City staff with the highest level of service while functioning as a seamless extension of the
City. We believe effective communication, responsiveness and an intense focus on customer service are
essential to developing and continuing a successful working relationship between City staff, project
stakeholders and CSG's team members.
Office Hours and Meeting Availability
Plan Review
CSG plan checkers are available for inquiries anytime during normal business
hours via phone or email, Monday through Friday. Our plan checkers can
typically respond to the City for all questions or requests generated during any
plan review on the same day, but no later than the following day a request is
received.
To assist the City, we can also meet in -person with City staff and project stakeholders or can utilize video
conferencing with all parties involved. We recognize the value of pre -design consultation with prospective
applicants and are available to provide this service as well. Our designated Project Manager and/or technical
staff will be available in -person for consultation and meetings with a reasonable lead time.
Inspection
CSG inspectors can be ready to provide services up to eighty (80) hours per week upon request to CSG's
designated project manager. We are flexible and can alter our hours to meet the City's needs. Evening and
weekend inspections for special construction needs can be accommodated with sufficient notice. CSG staff
can typically respond to the City for all questions or requests generated during field inspections on the same
day, but no later than the following day a request is received.
Staff Coverage
CSG, an employee -owned, multi -disciplinary engineering firm, has built its business on successful
delivery of on -call services to over 350 public agencies throughout California and Nevada. Due to the
variable nature of our clients' on -call plan review and inspection needs, CSG maintains the breadth and
depth of qualified personnel necessary to accommodate fluctuations in demand for our services as well
as changes in staffing due to vacations and illness. CSG has been performing plan review and inspection
services for over 30 years and has honed its ability to allocate and commit personnel to meet variable
demand. As a result, with our large team of licensed and certified plan review personnel, CSG
successfully completes tens of thousands of plan reviews per year while responding to variations and
seasonality in clients' plan check volumes, and has achieved these results for more than ten years while
consistently maintaining accuracy, thoroughness and timeliness of reviews.
In addition, CSG has an exceptionally stable workforce and low staff turnover rate —with approximately
300 employees serving public agency customers throughout California and Nevada. This stability and
strong employee retention greatly contribute to our ability to ensure adequate resources are available
to serve our clients' needs.
29
0SCA CONSULTANTS
7-207
EXHIBIT B
SCHEDULE OF BILLING RATES
CSG Consultants, Inc. Page B-1 7-208
Cost File
CSG's fee schedule is provided in the table below. Percentage of fees include first plan check and two
subsequent rechecks. Every recheck thereafter will be charged at the hourly rate.
CSG's personnel shall perform services at an on -site or off -site capacity depending on the City's request.
If services are provided off -site, CSG will coordinate the pickup and return of all plans to CSG via staff or
a licensed courier service, if digital submittal is not utilized. This service is provided at no additional cost.
REVIEW TYPE / ROLE
ALL INCLUSIVE FEE / HOURLY RATE
Full Plan Review by Percentage
75% of City's Building Plan Check Fees
Plumbing, Mechanical & Electrical Plan Review b Percentage
g y g
45% of City's Building Plan Check Fees or
75% of City's P/M/E Plan Check Fees
Structural Plan Review by Percentage _
- --- --- ..�-- ---
45% of City's Building Plan Check Fees
—
Expedited Plan Review by Percentage
------------ - --------------------------------------_ ------------ - -------- ...._....---------- -,-
---------._...------- - - - - --
95% of City's Building Plan Check Fees
-- ------ - --------- --------- -----------------------------
Building Plan Review - Certified Plans Examiner
$110
Building Plan Review -Structural Engineer
- -------- - - -- - - -- ------------------..._..------------..........
$147
----------
Building Plan Review - Professional Engineer
- - - - ------------------ ---- - -- - — _ ----- ---
$131
--------- - - — --
CAS -- - p Consultation
-----._.._.._.._............ ....... -------- ------------ ------- -------------------------- ----- -------------- ---------- — ----__.._....._....
$131
---._—._.___... - ---- ---
Certified Commercial Building Inspector
- ..... ....... ._.------- .. _...__... -
$110
- ---- .... .........
Certified Building Inspector
$100
CASp Inspection
$125
Fire Services Specialist
-- ------ _..- -- - -.
_ $126
! _._._ .. _ . _ _. _.._
Expedited Plan Review
1.5 x Hourly Rate
Overtime _ —
1.5 x Hourly Rate
All hourly rates include overhead costs including, but not limited to, salaries, benefits, Workers Compensation
Insurance, travel and office expenses. Should the scope of work change, or circumstances develop which
necessitate special handling, CSG will notify the City prior to proceeding.
Vsex CONSULTANTS
7-209
EXHIBIT C
INSURANCE REQUIREMENTS — PROFESSIONAL SERVICES
1. Provision of Insurance. Without limiting Consultant's indemnification of City, and
prior to commencement of Work, Consultant shall obtain, provide and maintain at
its own expense during the term of this Agreement, policies of insurance of the
type and amounts described below and in a form satisfactory. to City. Consultant
agrees to provide insurance in accordance with requirements set forth here. If
Consultant uses existing coverage to comply and that coverage does not meet
these requirements, Consultant agrees to amend, supplement or endorse the
existing coverage.
2. Acceptable Insurers. All insurance policies shall be issued by an insurance
company currently authorized by the Insurance Commissioner to transact
business of insurance in the State of California, with an assigned policyholders'
Rating of A- (or higher) and Financial Size Category Class VII (or larger) in
accordance with the latest edition of Best's Key Rating Guide, unless otherwise
approved by the City's Risk Manager.
3. Coverage Requirements.
A. Workers' Compensation Insurance. Consultant shall maintain Workers'
Compensation Insurance, statutory limits, and Employer's Liability
Insurance with limits of at least one million dollars ($1,000,000) each
accident for bodily injury by accident and each employee for bodily injury by
disease in accordance with the laws of the State of California, Section 3700
of the Labor Code.
Consultant shall submit to City, along with the certificate of insurance, a
Waiver of Subrogation endorsement in favor of City, its City Council, boards
and commissions, officers, agents, volunteers, employees and any person
or entity owning or otherwise in legal control of the property upon which
Consultant performs the Project and/or Services contemplated by this
Agreement.
B. General Liability Insurance. Consultant shall maintain commercial general
liability insurance, and if necessary umbrella liability insurance, with
coverage at least as broad as provided by Insurance Services Office form
CG 00 01, in an amount not less than one million dollars ($1,000,000) per
occurrence, two million dollars ($2,000,000) general aggregate. The policy
shall cover liability arising from premises, operations, personal and
advertising injury, and liability assumed under an insured contract (including
the tort liability of another assumed in a business contract).
C. Automobile Liability Insurance. Consultant shall maintain automobile
insurance at least as broad as Insurance Services Office form CA 00 01
covering bodily injury and property damage for all activities of Consultant
arising out of or in connection with Work to be performed under this
CSG Consultants, Inc. Page C-1 7_210
Agreement, including coverage for any owned, hired, non -owned or rented
vehicles, in an amount not less than one million dollars ($1,000,000)
combined single limit each accident.
D. Professional Liability (Errors & Omissions) Insurance. Consultant shall
maintain professional liability insurance that covers the Services to be
performed in connection with this Agreement, in the minimum amount of
one million dollars ($1,000,000) per claim and two million dollars
($2,000,000) in the aggregate. Any policy inception date, continuity date,
or retroactive date must be before the Effective Date of this Agreement and
Consultant agrees to maintain continuous coverage through a period no
less than three years after completion of the Services required by this
Agreement.
4. Other Insurance Requirements. The policies are to contain, or be endorsed to
contain, the following provisions:
A. Waiver of Subrogation. All insurance coverage maintained or procured
pursuant to this Agreement shall be endorsed to waive subrogation against
City, its City Council, boards and commissions, officers, agents, volunteers,
employees and any person or entity owning or otherwise in legal control of
the property upon which Consultant performs the Project and/or Services
contemplated by this Agreement or shall specifically allow Consultant or
others providing insurance evidence in compliance with these requirements
to waive their right of recovery prior to a loss. Consultant hereby waives its
own right of recovery against City, and shall require similar written express
waivers from each of its subconsultants.
B. Additional Insured Status. All liability policies including general liability,
excess liability, pollution liability, and automobile liability, if required, but not
including professional liability, shall provide or be endorsed to provide that
City, its City Council, boards and commissions, officers, agents, volunteers,
employees and any person or entity owning or otherwise in legal control of
the property upon which Consultant performs the Project and/or Services
contemplated by this Agreement shall be included as insureds under such
policies.
C. Primary and Non ContributM. All liability coverage shall apply on a primary
basis and shall not require contribution from any insurance or self-insurance
maintained by City.
D. Notice of Cancellation. All policies shall provide City with thirty (30)
calendar days' notice of cancellation (except for nonpayment for which ten
(10) calendar days' notice is required) or nonrenewal of coverage for each
required coverage.
5. Additional Agreements Between the Parties. The parties hereby agree to the
following:
CSG Consultants, Inc. Page C-2 7-211
A. Evidence of Insurance. Consultant shall provide certificates of insurance to
City as evidence of the insurance coverage required herein, along with a
waiver of subrogation endorsement for workers' compensation and other
endorsements as specified herein for each coverage. Insurance certificates
and endorsement must be approved by City's Risk Manager prior to
commencement of performance. Current certification of insurance shall be
kept on file with City at all times during the term of this Agreement. The
certificates and endorsements for each insurance policy shall be signed by
a person authorized by that insurer to bind coverage on its behalf. At least
fifteen (15) days prior to the expiration of any such policy, evidence of
insurance showing that such insurance coverage has been renewed or
extended shall be filed with the City. If such coverage is cancelled or
reduced, Consultant shall, within ten (10) days after receipt of written notice
of such cancellation or reduction of coverage, file with the City evidence of
insurance showing that the required insurance has been reinstated or has
been provided through another insurance company or companies. City
reserves the right to require complete, certified copies of all required
insurance policies, at any time.
B. City's Right to Revise Requirements. City reserves the right at any time
during the term of the Agreement to change the amounts and types of
insurance required by giving Consultant sixty (60) calendar days' advance
written notice of such change. If such change results in substantial
additional cost to Consultant, City and Consultant may renegotiate
Consultant's compensation.
C. Right to Review Subcontracts. Consultant agrees that upon request, all
agreements with subcontractors or others with whom Consultant enters into
contracts with on behalf of City will be submitted to City for review. Failure
of City to request copies of such agreements will not impose any liability on
City, or its employees. Consultant shall require and verify that all
subcontractors maintain insurance meeting all the requirements stated
herein, and Consultant shall ensure that City is an additional insured on
insurance required from subcontractors. For CGL coverage,
subcontractors shall provide coverage with a format at least as broad as CG
20 38 04 13.
D. Enforcement of Agreement Provisions. Consultant acknowledges and
agrees that any actual or alleged failure on the part of City to inform
Consultant of non-compliance with any requirement imposes no additional
obligations on City nor does it waive any rights hereunder.
E. Requirements not Limiting. Requirements of specific coverage features or
limits contained in this Section are not intended as a limitation on coverage,
limits or other requirements, or a waiver of any coverage normally provided
by any insurance. Specific reference to a given coverage feature is for
purposes of clarification only as it pertains to a given issue and is not
intended by any party or insured to be all inclusive, or to the exclusion of
other coverage, or a waiver of any type. If the Consultant maintains higher
CSG Consultants, Inc. Page C-3 7-212
limits than the minimums shown above, the City requires and shall be
entitled to coverage for higher limits maintained by the Consultant. Any
available insurance proceeds in excess of the specified minimum limits of
insurance and coverage shall be available to the City.
F. Self -insured Retentions. Any self -insured retentions must be declared to
and approved by City. City reserves the right to require that self -insured
retentions be eliminated, lowered, or replaced by a deductible. Self-
insurance will not be considered to comply with these requirements unless
approved by City.
G. City Remedies for Non -Compliance. If Consultant or any subconsultant fails
to provide and maintain insurance as required herein, then City shall have
the right but not the obligation, to purchase such insurance, to terminate this
Agreement, or to suspend Consultant's right to proceed until proper
evidence of insurance is provided. Any amounts paid by City shall, at City's
sole option, be deducted from amounts payable to Consultant or reimbursed
by Consultant upon demand.
H. Timely Notice of Claims. Consultant shall give City prompt and timely notice
of claims made or suits instituted that arise out of or result from Consultant's
performance under this Agreement, and that involve or may involve
coverage under any of the required liability policies. City assumes no
obligation or liability by such notice, but has the right (but not the duty) to
monitor the handling of any such claim or claims if they are likely to involve
City.
Consultant's Insurance. Consultant shall also procure and maintain, at its
own cost and expense, any additional kinds of insurance, which in its own
judgment may be necessary for its proper protection and prosecution of the
Work.
CSG Consultants, Inc. Page C-4 7-213
............................ .
Account Information
Account Number,
FV000003i 0
Risk Type:
Professional Services Agreement
Do Not Call:
�_� Address. Updated:
Address Information
Mailing Address
Physical Address
Insured:
CSG Consultants: Inc.
Address 1:
550 Pilgrim Drive
Address 2:
City:
Foster City
State:
CA
Zip.
94404
Country:
Contract Information
Contract Number:
Staff Augmentation and Plan Review Services
Contract Start Date:
07M5.+2022 Contract End Date: 07.+t t+2025
7-214
I Ck Fast
CITY OF NEWPORT BEACH
FINANCIAL DISCLOSURE FOR CONSULTANTS
A Public Document
DATE: 08/23/2022
CONSULTANT NAME:
COMPANY NAME:
COMPANY ADDRESS:
CONSULTANT EMAIL:
(provide if filing a Form 700)
Khoa Duong
CSG Consultants, Inc.
3707 West Garden Grove Blvd., Suite 100
Garden Grove, CA 92868
khoa@csgengr.com
DESCRIPTION OF DUTIES: 'Staff augmentation - building inspection services
(attach separate page if
more space is required)
Consultants, as defined by Section 18701 of the Regulations of the Fair Political Practices Commission, Title 2, Division 6 of the
California Code of Regulations, are required to file a Statement of Economic Interest.
The answers to the following questionnaire will help to determine whether the scope of duties to be performed includes the making
or participating in the making of governmental decisions which may foreseeably have a material effect on the consultant's own
financial interests.
A. Will Consultant make governmental decisions whether to:
1.
Approve a rate, rule or regulation?
❑Yes
]✓ No
2.
Adopt or enforce a law?
✓]Yes
❑ No
3.
Issue, deny, suspend or revoke any permit, license, application, certificate, approval, order or
similar authorization or entitlement?
]Yes
]✓ No
4.
Authorize the agency to enter into, modify or renew a contract provided it is the type of contract
that requires agency approval?
]Yes
]✓ No
5.
Grant agency approval to a contract that requires agency approval and to which the agency is a
party, or to the specifications for such a contract?
]Yes
[ No
6.
Grant agency approval to a plan, design, report, study or similar item?
]Yes
]✓ No
7.
Adopt or grant agency approval of policies, standards or guidelines for the agency, or for any
subdivision thereof?
]Yes
❑✓ No
B. Serves in a staff capacity with the agency and in that capacity participates in making a governmental decision as defined in
Regulation 18702.2 or performs the same or substantially all the same duties for the agency that would otherwise be performed
by an individual holding a position specified in the agency's Conflict of Interest Code under Government Code Section 87302.
]✓ Yes ❑ No
7-215
Financial Disclosure for Consultants
Page 2 of 2
DISCLOSURE DETERMINATION [Choose One]:
If you answered "yes" to any of the above, the Consultant is considered a "Consultant" pursuant to the Political Reform Act and
must file a Statement of Economic Interests.
Consultant is performing a specialized orgeneral service for the City, and there is a substantial likelihood that the Consultant's
Fv1 work product will be presented, either written or orally, for the purpose of influencing a governmental decision. As a result,
Consultant shall be subject to Disclosure Category 1 of the City's Conflict of Interest Code.
If you answered "no" to all of the above, the Consultant does not have to file a Statement of Economic Interests.
F] Consultant is exempted from any disclosure because Consultant does not meet the definition of "Consultant" under the
Political Reform Actor due to the extremely limited scope of duties under the contract.
�1V
ep ment Director Sig ature
pk 1 (0) 1 WVY
Date
7-216