HomeMy WebLinkAboutC-8507-7A - PSA for Staff Augmentation and Plan Review ServicesPROFESSIONAL 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 8th day of July, 2025 ("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. 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 7, 2028, 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 Six Hundred Twenty
Thousand Dollars and 00/100 ($620,000.00), 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.
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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 conforms to the
J. Lee Engineering, Inc. Page 3
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 and employees (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
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.
J. Lee Engineering, Inc. Page 4
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.
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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.
J. Lee Engineering, Inc. Page 5
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 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
J. Lee Engineering, Inc. Page 6
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
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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:
Attn: Deputy Community Development Director/Chief Building Official
Community Development Department
City of Newport Beach
100 Civic Center Drive
Newport Beach, CA 92660
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, #301
Alhambra, CA 91801
J. Lee Engineering, Inc. Page 8
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
J. Lee Engineering, Inc. Page 9
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]
J. Lee Engineering, Inc. Page 10
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:—(o 17617
By: k)
a on C. Harp
ty�Attorney
ATTEST:
Date:
-0
WWWYAN'"
I rA-
Molly Perry
Interim City Clerk
CITY OF NEWPORT BEACH,
a California municipal corporation
Date: * Li tts
By:
Joe
Mai
CONSULTANT: J. Lee Engineering, Inc.,
a California corporation
Date:
)I Lee
Executive Officer
Date:
Bv�--
kessica Lee
Chief Financial Officer, Secretary
[END OF SIGNATURES]
Attachments:, Exhibit A — Scope of Services
Exhibit B — Schedule of Billing Rates
Exhibit C — Insurance Requirements
J. Lee Engineering, Inc. Page 11
EXHIBIT A
SCOPE OF SERVICES
J. Lee Engineering, Inc. Page A-1
SCOPE OF SERVICES
I. BUILDING PLAN REVIEW, INSPECTION, AND PERMIT TECHNICIAN SERVICES
A. PLAN REVIEW SERVICES
1. Services. Consultant shall 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:
(a) Review residential, commercial and industrial buildings for compliance with City
adopted codes, including California Building and Residential Codes, Green Code,
Mechanical Code, Plumbing Code, and Electrical Code, City of Newport Beach
Municipal Code, and State Energy Conservation requirements;
(b) 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 which refer to appropriate sheets, details or calculations pages, the code
section of concern, and specify the apparent code violation;
(c) Be available, during regular business hours, to discuss and clarify plan check issues
with applicants, designers, owners and consultants, and such resolution of code
issues may be performed by telephone, or meetings, prior to resubmitting corrected
plans and documents;
(d) Attend all required meetings as directed by the Chief Building Official;
(e) Review soils report, for compliance with CBC, for the proposed scope of work;
(f) 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;
(g) Review surveys, in accordance with City Policy; and
(h) Review Erosion Control Plans to verify erosion and sedimentation measures comply
with the Best Management Practices per City standards.
2. Turn -Around Schedule. Consultant shall complete each plan check, when not
conducted in City Hall, within the time specified below.
(a) First Check: Ten (10) working days from submittal by applicant;
(b) Subsequent Checks: Five (5) working days.
3. Qualifications.
(a) Experience: Four years of experience checking building plans.
(b) Training: Bachelor's degree from an accredited college or university with major
coursework in civil engineering, structural engineering, or architecture.
SCOPE OF SERVICES
(c) 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.
(d) Additional Requirement: Members of the Consultant's team performing Building
Plan Review services on -site must successfully complete a thorough background
review, including being fingerprinted by Newport Beach Police Department.
(e) Supervision Received and Exercised: Consultant will receive direction from the
Chief Building Official or his or her designee.
(f) Hours of Work: Consultant' staff assisting with Building Plan Review services shall
be available during regular business hours.
B. INSPECTION SERVICES
1. Services. Consultant shall 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.
(a) Provide up to two qualified building inspectors, and provide up to eighty (80) hours
of Contract Inspection Services per week;
(b) 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 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;
(c) Consultant's personnel shall not be substituted without approval from the Chief
Building Official;
(d) Maintain all inspection records for all assigned projects, including correction notices
and all documentation related to project inspections;
(e) Coordinate all inspection and re -inspection requests as assigned;
(f) Coordinate with the Principal Building Inspector, as appropriate, on discretionary
decisions or requests for alternate materials; and
(g) 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.
(a) Experience: Must have demonstrated work experience performing residential and
commercial inspections on a variety of construction projects. Must have excellent
customer service skills.
(b) Training: Equivalent to completion of the twelfth grade.
SCOPE OF SERVICES
(c) License/Certificate: Possession of ICC certification as Combination Building
Inspector. Possession of an appropriate valid California driver's license.
(d) Additional Requirement: On -site members of Consultant's team performing Building
Inspection services must successfully complete a thorough background review,
including being fingerprinted by Newport Beach Police Department.
(e) Supervision Received and Exercised: Consultant receives general supervision from
the Principal Building Inspector.
(f) Hours of Work: On -site consultants assisting with Building Inspection services shall
be available during regular business hours.
C. PERMIT TECHNICIAN SERVICES
1. Services. Consultant's personnel shall report on -site at City Hall as directed and
perform permit technician for the following scope of permit technician services.
(a) Provide one qualified permit technician, full or part time providing Contract Permit
Technician Services;
(b) Consultant's personnel shall not be substituted without approval from the Chief
Building Official;
(c) Provide support and technical assistance at the public counter, over the telephone
and via email, and provide general information and assistance to the public
regarding requirements for obtaining permits, zone clearances, and business
licenses;
(d) 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;
(e) Determine building valuations based on established standards, and calculate and
determine a variety of fees for plan checks, permits, taxes and sanitation district
and school district charges;
(f) Instruct applicants on correct procedures for completing required forms and
applications, and provide information regarding City, State and Federal regulations
pertaining to building, planning, and public works activities;
(g) Maintain recorded of plans and applications submitted, and participate or direct the
filing and routing of plans and permits to appropriate City departments and staff;
(h) Coordinate the plan approval process between various City departments, and refer
applicants to appropriate City department or outside agency as necessary;
(i) Notify applicants when plan or permits are ready for pick-up or issuance, and
provide status updates as required;
(j) Follow-up on stop work orders and complaints;
(k) Perform data entry and issue permits via the computerized permitting system;
SCOPE OF SERVICES
(1) Verify worker's compensation insurance and State contractor licensing;
(m) Perform related duties as assigned; and
(n) Coordinate with the Permit Technician Supervisor and attend all required meetings
as directed by the Chief Building Official.
2. Qualifications.
(a) Experience: Must have demonstrated work experience performing permit
technician work on a variety of construction projects. Must have excellent customer
service skills.
(b) Training: Equivalent to completion of the twelfth grade.
(c) License/Certificate: Possession of ICC certification as Permit Technician.
Possession of an appropriate valid California driver's license.
(d) Additional Requirement: On -site members of Consultant's team performing Permit
Technician services must successfully complete a thorough background review,
including being fingerprinted by Newport Beach Police Department.
(e) Supervision Received and Exercised: Consultant shall receive general
supervision from the Permit Technician Supervisor.
(f) Hours of Work: On -site consultants assisting with Permit Technician services shall
be available during regular business hours.
II. ON -CALL STRUCTURAL REVIEW SERVICES
A. Services. Consultant shall assist City staff with special projects involving the review of
complex structural design on as -needed basis. Consultant shall:
1. Provide on -call plan review of complex structural design for conformance to the latest
adopted codes and standards;
2. 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;
3. The plan check comments shall refer to appropriate sheets, details or calculations pages
and the code section of concern, and comments shall specify the apparent code
violation;
4. Be available during regular business hours to discuss and clarify plan check issues with
applicants, designers, owners and consultants, and resolution of code issues may be
performed by telephone, or meetings prior to resubmitting corrected plans and
documents; and
5. Attend all required meetings as directed by the Chief Building Official.
SCOPE OF SERVICES
B. Turn -Around Schedule. Consultant shall complete each review, off site, within the time
specified below:
1. First Check: Ten (10) working days from submittal by applicant; and
2. Subsequent Checks: Five (5) working days.
C. Qualifications.
1. Experience: Ten years of experience reviewing complex structural design.
2. Training: Master's degree from an accredited college or university with major coursework
in structural engineering.
3. License/Certificate: Possession of a valid California driver's license. Possession of State
of California registration as a professional structural engineer.
4. Supervision Received and Exercised: Consultant will receive direction from the Chief
Building Official.
5. Hours of Work: Consultant shall be available during regular business hours.
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Table of Contents
1. Cover Letter.......................................................................................................................................
3
2. Company Qualifications and Experience............................................................................................
4
3. References / Recent Project History ..................................................................................................
6
3.1: References..................................................................................................................................6
3.2: Description of Services for the References..................................................................................
8
A. City of Newport Beach — Building and Safety (June 2022 to Present) .....................................
8
B. County of Los Angeles — Building and Safety (July 2010 to Present) ......................................
9
C. County of San Bernardino — Building and Safety (September 2015 to Present) .......................
9
D. City of Beverly Hills (September 2007 to Present).................................................................
10
E. City of Burbank (April 2019 to Present)..................................................................................
10
3.3: Recent Project History (Current Plan Review, Inspection, and Permit Technician Services)
..... 11
3.4: Company's Project Plan Review Experience.............................................................................
14
A. Residential Buildings................................................................................................................
14
B. Commercial Buildings...............................................................................................................
14
C. Government Buildings/Essential Facilities................................................................................
15
D. Seismic Retrofit Projects..........................................................................................................
15
4. Staff Qualifications...........................................................................................................................
16
4.1: Principal Manager / Administrator (Primary Contact Person for All Services) ............................
16
4.2: Resumes of Qualified Personnel...............................................................................................
17
A. Building....................................................................................................................................
17
B. Mechanical, Electric and Plumbing...........................................................................................
27
C. Geologist..................................................................................................................................
31
D. Grading, Drainage....................................................................................................................33
E. Fire...........................................................................................................................................35
F. Building Inspectors...................................................................................................................37
G. Permit Technicians...................................................................................................................
47
5. Project approach / methodology......................................................................................................
54
5.1: Understanding of Scope of Work...............................................................................................
55
A. City's Objective.........................................................................................................................
55
B. City's Employment Provision....................................................................................................
55
C. Building Plan Review Services.................................................................................................
56
D. On -Call Structural Review Services..........................................................................................
56
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E.
Building Inspection Services.....................................................................................................
57
F.
Building Permit Technician Services.........................................................................................
57
5.2:
Work Plans - Implementation of Services..................................................................................
58
A.
Plan Review Services / Structural Review Services..................................................................
58
B.
Inspection Services..................................................................................................................
59
C.
Permit Technician, Building Office, and Other Services............................................................
60
5.3:
Quality Assurance Plan.............................................................................................................
61
A.
Performance Monitoring...........................................................................................................
61
B.
Quality Assurance for All Services............................................................................................
61
C.
Dispute Mitigation and Management........................................................................................
62
5.4:
Staffing Management Plan........................................................................................................
63
A.
Current Staffing Level and Workload........................................................................................
63
B.
Contingency Plans for Increased Workload..............................................................................
63
C.
Work Location..........................................................................................................................
64
5.5:
Customer Service Plan..............................................................................................................
64
A.
Communication Protocols.........................................................................................................
64
B.
Responsiveness and Timeliness..............................................................................................
65
C.
Professional Conduct...............................................................................................................65
D.
Proactive Issue Resolution.......................................................................................................
65
5.6:
Equipment Listing......................................................................................................................
66
6. Demonstrated Responsiveness to Request for Service Needs ........................................................
66
6.1:
References to Responding to Services.....................................................................................
66
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1. Cover Letter
Date: May 2, 2025
To: City of Newport Beach
Subject: City of Newport Beach — Proposal to Provide Building Plan Review, Permit Technician, and
Inspection Services (RFP No. 25-37)
J. Lee Engineering, Inc. is pleased to submit our proposal to provide Building Plan Review, Permit Technician, and
Inspection Services for the City of Newport Beach.
Our proposal is being submitted to provide services contained in both Sections A (Building Plan Review, Inspection,
and Permit Technician Services) and Section B (On -Call Structural Review Services) of the RFP.
As a full -service firm with over 25 years of experience in building and safety services, we bring a qualified and
experienced team to provide the City of Newport Beach's ongoing building and safety needs with professionalism
and technical excellence. Our firm is currently providing on -call building and safety related services to 12 local
government agencies.
Since 2022 we have been providing the building and safety related services for the City of Newport Beach.
• We are familiar with the City's specific policies, procedures, and expectations required for the services sought
in the RFP.
• We have established and developed an effective line of communications for providing our services to the City.
We are to committed to providing high quality services 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: Kee 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 continue providing high -quality Plan Review, Inspection, and Permit
Technician services to the City of Newport Beach.
Sincerely,
Ja Le P.E., CP ASp
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2. Company Qualifications and Experience
A. Firm Overview
J. Lee Engineering, Inc. (Kee Engineering), founded in 2000 and headquartered in Alhambra, California, is a
firm specializing in providing Building and Safety services to local government agencies.
For over 25 years, we have successfully delivering building and safety related services with great successes
to local government agencies in Southern California. We maintain excellent service record of high 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.
Our client base includes a mix of large counties and small -to -medium cities, enabling us to tailor solutions
that align with a range of staffing and code compliance needs. 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 trainings, Code research and modification
request reviews
• Conventional and electronic plan review using the client preferred methods and systems. We have
extensive experience with systems including Bluebeam, ProjectDox, Energov, Accela, and other
proprietary systems.
B. Staff Qualifications and Commitment
• Kee Engineering's staff have the experience and expertise in in their respective field and disciplines.
• Our staff possess education, training, licenses, certifications, and experience years that will meet or
exceed each client's requirements when assignments are made.
C. Ability to Deliver Service
• We employ detailed work plans and quality assurance framework to deliver services reliably and
efficiently.
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• Our resource management is continuously monitored to ensure appropriate staffing levels and to
minimize service disruptions to our clients.
• We do not anticipate the use of subcontractors. If support becomes necessary in the future, we will
coordinate with the City in advance and comply with all contract provisions regarding subcontractor use.
D. Service Fee Value
Our fee schedule is competitive and reflects the quality and value of our work. We prioritize:
• Timely, on -schedule delivery;
• Work products that are clear, comprehensive, and code -compliant;
• Efficient service that avoids redundancy or delay;
• Prompt and proactive communication with City staff and applicants.
E. Relevant Local Experience
We currently provide building and safety related services 12 local government agencies, which range from
small local communities to large counties. We provided similar services to the following jurisdictions, which
closely align with the scope of services identified in RFP:
Client Agency
Building and Safety Services
City of Beverly Hills
Plan review, supplemental services, on -site staffing, CASp reviews
City of Burbank
Plan check, permit technician services, inspection, engineering consulting
City of Culver City
Plan check and inspection services
City of Hawthorne
Plan check and inspection services, including industrial projects (e.g., SpaceX)
City of Inglewood
Plan check and inspection services
City of Newport Beach
Plan review and inspection services
City of Pasadena
Plan review services
City of Redondo Beach
Plan Check and Inspection Services
City of Santa Ana
Building inspection and plan check services
County of Los Angeles
Capital project reviews, inspections, and staffing augmentation
County of Riverside
Plan check and inspection services
County of San Bernardino
Plan review, inspections, permit technicians, and emergency response support
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3. References / Recent Project History
kee Engineering currently provides building plan review, inspection, permit technician, and other building and
safety related services to 12 local governmental agencies.
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3.2: Description of Services for the References
A. City of Newport Beach — Building and Safety (June 2022 to Present)
Summary of Services
Since June 2022, JLee Engineering, Inc. has been supporting the City of Newport Beach with Building & Safety
services. We provide experienced and qualified personnel who meet the City's requirements and deliver
high -quality work products with responsiveness and professionalism.
1. Plan Review Services
• Conduct comprehensive plan reviews for residential, commercial, and industrial projects for
compliance with the California Building Standards Code, Newport Beach Municipal Code, Title 24
Energy and Green Codes, and applicable local, state, and federal laws
• Review includes architectural, structural, mechanical, electrical, plumbing, disabled access, energy,
green building, and fire/life safety disciplines.
• Evaluate geotechnical reports, grading plans, erosion control, LID, and NPDES-related documents.
• Issue code -based correction letters and engage directly with applicants to resolve comments.
• Adhere to City -mandated turnaround times: 10 working days for first reviews and 5 working days for
rechecks.
• Provide on -site plan review services when requested.
2. Structural Review (On -Call)
• Perform structural reviews for complex projects as requested by the City.
• Reviews are completed by California -licensed Structural Engineers (S.E.) with extensive municipal
experience.
• Maintain standard turnaround times unless otherwise authorized by the City.
3. Building Inspection Services
• Provide up to 80 hours per week of on -site inspection services with ICC-certified combination
inspectors.
• Conduct field inspections across all trades to verify compliance with applicable codes and approved
plans.
• Coordinate closely with City staff and maintain thorough inspection records.
• Inspectors assigned to the City undergo background checks per Newport Beach Police Department
policy.
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B. County of Los Angeles — Building and Safety (July 2010 to Present)
Summary of Services:
Plan Check, Inspections, Permit Technicians, and Related Services
1. Provide plan reviews for architectural, structural, grading, drainage, discharge elimination system
(NPDES), low impact development (LID), mechanical, plumbing, disabled access, electrical, energy
conservation, and green building.
in addition to standard plan review services, the following plan reviews are provided:
• Commercial and institutional development project with complex structural design and systems.
• High -profile and complex projects.
• On -site plan check assignments in various district offices.
2. Perform electronic/digital plan reviews when requested.
3. Perform plan reviews in compliance with applicable County of Los Angeles, state and federal building
laws, ordinances, regulations, and any applicable standards related to development, construction,
and building.
4. Provide on -site plan check engineers and perform plan reviews on -site.
5. Provide inspection services in compliance with applicable county, state and federal building laws,
ordinances, regulations, and any applicable standards related to development, construction, and
building.
6. Assign permit technicians and other professionals to the County of Los Angeles for temporary staff
augmentations.
7. Provide Engineering, Technical Support, and Related Services.
C. County of San Bernardino — Building and Safety (September 2015 to Present)
Summary of Services:
Plan Review, Inspection, and Permit Technician Services, Emergency Response, and Special Projects
1. Provide Plan review for building plans for compliance with the current editions of the California Codes (i.e.,
California Building Code, California Plumbing Code, California Mechanical Code, California Electrical Code,
etc.).
2. Meet with various constituents, including but not limited to, architects, building designers, contractors and
owner -builders, to resolve issues regarding plans being reviewed.
3. Perform plan reviews electronically via County's ePlans software program that can be accessed online.
4. Provide inspectors certified and qualified, to perform building code inspections.
5. Assign permit technicians and other professionals to the County of Los Angeles for temporary staff
augmentations.
6. Proved consultant services for Special Projects. Projects may include the preparation of engineered plan
details, conducting training on a variety of code -related topics, engineering practices, preparation of
documents/handouts, projects associated with public counter services, and similar projects.
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D. City of Beverly Hills (September 2007 to Present)
Summary of Services:
Plan Review and Supplemental Services
1. Provide plan reviews for architectural, structural, grading, drainage, discharge elimination system
(NPDES), low impact development (LID), mechanical, plumbing, disabled access, electrical, energy
conservation, and green building.
In addition to standard plan review services, the following plan reviews are provided:
• Complex and high -profile, multi -use commercial and residential development projects.
• Residential and commercial projects with complex structural design and systems.
• Seismic retrofit projects which include Soft, Weak, or Open -Front (SWOF) and NDS building
projects.
2. Perform plan reviews in compliance with applicable county, state and federal building laws,
ordinances, regulations, and any applicable standards related to development, construction, and
building including City of Beverly Hills amendments.
3. Perform plan reviews using ePlan software system ProjectDox.
4. Provide on -site plan check engineers and perform plan reviews on -site.
5. Assign permit technicians and other professionals to the City of Beverly Hills for temporary staff
augmentations.
6. Provide Planning (Zoning) plan reviews for compliance with City's Municipal code, conditions as set
by City staff, commissions, and City Council, and all applicable State and local laws, policies,
procedures, and standards.
E. City of Burbank (April 2019 to Present)
Summary of Services:
Building Plan Check, Permit Technician, and Engineering Consultant Services
1. Provide all aspects of building and safety services according to and for compliance with California
Building Standards Code, building material and equipment standards, engineering principles and
application, California Contractor State License Law, code enforcement principles and procedures,
inspection procedures and standards.
In addition to standard plan review services, the following plan reviews are provided:
• Commercial development project with complex structural design and systems.
• Entertainment industry facility projects.
• Soft Story Retrofit projects.
2. Provide as -needed plan check services: complete review of all residential, commercial, mixed -use
and industrial (tenant improvements included) plan checks to verify compliance with applicable
life -safety, structural, seismic retrofit, disabled access, grading and drainage, excavation and
shoring, mechanical, electrical, plumbing, energy conservation, green building, NPDES-SUSMP,
MWELO codes and standards.
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3. Provide as -needed inspection services: residential, commercial, mixed -use and industrial
inspections of all types (e.g., — architectural, structural, disabled access, mechanical, electrical,
plumbing, grading and drainage, excavation and shoring, geology and soils, energy conservation,
green building, et cetera). These consultant services require specific technical expertise in local
and California Building Codes in order to undertake inspections for large development projects
including, but limited to deputy inspection services.
4. Provide as -needed permit technician services for temporary staff augmentation.
5. Provide as -needed environmental review which may include duties related to the National
Pollution Discharge Elimination System (NPDES), Sustainable Use Standard Mitigation Program
(SUSMP), permit requirements related to the Management Stormwater System (MS4 permit),
Model Water Efficiency Landscape Ordinance (MWELO), or other environmental -type review.
6. Provide as -needed building code instruction which may include technical training to staff in a
classroom or field type setting on various code and technical subjects.
3.3: Recent Project History (Current Plan Review, Inspection, and Permit Technician Services)
A. Currently, we provide plan review, inspections, and permit technician services twelve (12) agencies which
range from small local communities to large counties.
Client Agency
Types of Services
City of Newport Beach
Plan Check, Inspection, and Staff Augmentation Services
(Jun. 2022 to Present)
City of Beverly Hills
Plan Review and Supplemental Services
(Sep. 2007 to Present)
City of Burbank
Plan Check, Permit Technician, and Engineering Consultant Services
(Apr. 2019 to Present)
City of Culver City
Plan Check and Inspection Services
(Sep. 2019 to Present)
City of Hawthorne
Plan Check and Inspection Services
(Apr. 2020 to Present)
City of Inglewood
Plan Check and Inspection Services
(Sep. 2015 to Present)
City of Pasadena
Plan Review Services
(Dec.2021 to Present)
City of Redondo Beach
Plan Check and Inspection Services
(Feb. 2021 to Present)
City of Santa Ana
Plan Check and Building Inspection Services
(Sep. 2015 to Present)
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County of Los Angeles Plan Check, Inspections, Permit Technicians, and Related Services
(July 2010 to Present)
County of Riverside Plan Check and Inspection Services
(Dec. 2020 to Present)
County of San Bernardino Plan Review, Inspection, and Permit Technician Services, Emergency Response,
(Sep. 2015 to Present) and Special Projects
B. All services are provided in accordance with all applicable laws and enforcement of codes specific to each
agency, including but not limited to, the following:
o California Building Code (CBC) / California Mechanical Code (CIVIC) / California Plumbing Code (CPC) /
California Electrical Code (CEC) / California Energy Code / California Residential Code / California
Green Building Standards Code / California Fire Code
o City Ordinances and Codes as corresponding to the specific agency
o All related State and Local codes adopted by the specific agency
C. For our current clients, the following on -call services are provided:
1. Plan Check Services (On -Site and Off -Site)
• Assign plan reviewers with appropriate experience and qualifications for the scope of projects.
• Provide plan reviews for diversified project types: residential, commercial, mixed -use and
industrial projects.
• Provide on -site or off -site plan review/check services including rechecks and meetings with
various constituents involved in the plans being reviewed. The plan reviews are performed for
compliance with the applicable requirements of the following:
o Architectural and Structural Plan Reviews
o Title 24 Energy Plan Reviews
o Civil, Grading, Mechanical, Plumbing, and Electrical Engineering Plan Reviews
o Environmental Reviews including, National Pollutant Discharge Elimination System (NPDES,),
Sustainable Use Standard Mitigation Program (SUSMP), Municipal Separate Storm Sewer
System (MS4), Model Water Efficiency Landscape Ordinance (MWELO) and Low Impact
Development (LID).
o Disable Access (ADA) Compliance Reviews
o Green Building Plan Reviews
• Perform plan reviews for compliance with the applicable codes and regulatory requirements as
well as according to the specific service levels and turnaround goals established by each client
agency.
o Provide standard and expedited plan reviews as specified in the agreements.
o Comply with the plan pick-up schedule goals specified by the client.
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o Communicate clearly and professionally with applicants, engineers, contractors, and city
representatives throughout the plan review, correction verification and permit issuance
process.
o Meet with various constituents, including but not limited to, architects, building designers,
contractors and owner -builders, to resolve issues regarding plans being reviewed.
2. Inspection Services
• Respond to inspection requests and perform inspections according to the times and durations
requested by the client.
• Provide qualified inspectors to our client agencies to perform inspections related to construction
activities for the enforcement of the permit conditions, code and regulatory requirements.
Types of project include, but not limited to, the following:
• New construction — residential, commercial, industrial, and other constructions.
• Remodels, repairs, and tenant improvement.
• Enforcements of the code and other regulatory requirements of the agencies.
• Other inspection related activities and duties.
Meet with members of the general public and client representatives when necessary.
3. Specialized Services provided include, but not limited to, the following:
• CASp Services — Plan reviews and site visits/evaluations by a certified CASp professional.
• Geotechnical Reviews — Review of geotechnical reports and geology related studies.
4. Permit Technician Services:
• Assist the general public by providing technical information concerning building and construction
permit requirements.
• Make the final check of forms and permit applications for accuracy, completeness, and compliance.
• Assist the public with plan check submittals, and issuing permits.
• Coordinate routing, filing, and logging of plans and permits.
• Compute charges for building permits and receive fees.
• Utilize permit issuance, inspection scheduling, and plan tracking system.
• Assist the Building and Safety office manager/staff in other related permitting activities.
5. Other Services:
• Provide administrative support services.
• Provide technical staff augmentation.
• Provide training related to plan check or code requirements.
• Prepare or review technical reports or documents.
• Provide field engineering, inspections, or investigations.
• Provide code interpretations.
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D. Electronic Permitting Software Experience
1. We provide plan check services in the formats specified by the client agencies. We currently use the
following systems:
• ePlan check system "ProjectDox" for the City of Beverly Hills
• ePlan check system "ProjectDox' for the City of Burbank
• ePlan check system "Bluebeam" for the County of Los Angeles
• ePlan check system "Bluebeam" and "Accela" for the County of San Bernardino
• ePlan check system "Accela" for the City of Culver City
2. For the clients using non -electronic formats, we share our experiences using different types of electronic
formats to provide our clients with insight regarding the available systems.
3.4: Company's Project Plan Review Experience
The following is a partial list of significant projects that were plan reviewed by Kee Engineering team members.
They are provided to show the variety and diversity of plan check experiences:
A. Residential Buildings
• $105 Million, 5-story, 2 level of Subterranean parking, Multi -dwelling building.
• $30 Million, 7-story, 350-unit Apartment Building
• $20 Million, 22-story Beverly West Residences
• New 30-unit Condominium Building with 8-story, 2-level of Subterranean parking, Type I, steel moment
frame
• New 28,000 SF Custom Residential Building in hillside area
• New 2,000 SF Custom Residential Building in hillside area with special requirements as such as flood zone,
private access easement, a vehicular bridge across the 30' wide water.
B. Commercial Buildings
• $800 Million, The Burbank Studios for Warner Brothers, 9 & 8 Story office with 4 subterranean garages
• $750 Million, One Beverly Hills in Beverly Hills, 14 and 15 story Two Tower: Hotel, Condo, Assembly Hall,
Restaurant and Retail.
• $300 Million Waldorf Astoria Hotel in Beverly Hills, 13-story New luxury
• $200 Million, Disney Concert Hall
• $150 Million, 35-Story Constellation Place building
• $100 Million, Monarch Beach Resort in Dana Point (R1, A2.1, S3, M and B Occupancies)
• $89 Million, Rancho Los Amigos National Rehabilitation Center
• $77 Million, 5- and 6- story Office Building
• $75 Million, Data Center, Addition and Tenant Improvement
• $72 Million, Ford Theater Complete renovation and new office and supporting building.
• $65 Million, Marina Del Rey mixed use development
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• $44 Million, 3-story Subterranean Parking Structure
• $4 Million, 5-story, Post -Tension Parking Structure
• Earthquake damage repair of Topanga Plaza Mall & Sherman Oak Galleria
• 360,000 SF Multiple -Use Building (Retail / Office / Restaurant) -The Shoppes in Chino Hills complex
• 1.6 Million SF Addition and Remodel -The Westfield Mall in Topanga Canyon
• 3-story, 5 level Subterranean parking, Medical Building
• Chevron Refinery, Pipe Supports, Silo, and major equipment supports
• Air Craft Hangers
• J. Paul Getty Museum renovation in Malibu
C. Government Buildings/Essential Facilities
• $234 Million, Hall of Justice renovation of 11 story building for LA County Sheriff Headquarters
• $102 Million, Hertzberg -Davis Forensic Science Center, 5 story Crime Lab
• $107 Million, Airport Courthouse, 10 story new courthouse
• $91 Million Martin Luther King, Jr. Outpatient Center with Mental Heath —1 2.1 Occupancy
• $48 Million, Camp Kilpatrick, New Juvenile Detention Center
• $40 Million, Airport Court renovation
• $30 Million, City of Santa Monica Public Safety Building consist with Jail (1-3 Occ.), Police and Fire
Department office
• $2 Billion LAX international Airport Modernization Project
• Fire stations in City of Santa Monica and County of Los Angeles
• Natural History Museum for Accessibility Upgrade and Tenant Improvement
• Hollywood Bowl Acoustic Canopy
• Accessibility Plan Check for Public Schools as part of California State Modernization Project
• 5-story Crime Lab for Architectural, Life Safety and Accessibility plan check
• Los Padrino Juvenile Hall and Central Juvenile Hall, 1-3 Occupancy
• Los Angeles International Airport Terminal 8 expansion
D. Seismic Retrofit Projects
• Soft story retrofit plan reviews:
o City of Beverly Hills: Over 60 plan reviews
o City of Los Angeles: Over 1000 plan reviews
o City of Burbank: 2 plans reviewed (voluntary compliance)
• Non -Ductile Concrete Retrofit plan reviews:
o City of Beverly Hills: 12-story office building with 3 subterranean parking structure
o City of Beverly Hills: 10-story office building with 4 subterranean parking structure
o City of Hawthorne: 6-story office building
• Pre Northridge steel moment frame retrofit plan reviews:
o City of El Segundo: 16-story office with 2 subterranean garages
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J Lee Engineering, Inc. I www.JLeeEngineering.com
cf
J LEE
4. Staff Qualifications
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
• On -Call Structural Review
• Building Inspection Services
• Building Permit Technician Services
• Our staff is knowledgeable and dedicated to developing technically and to staying current with local
code and regulatory requirements of each client.
• We are committed to delivering 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 field, our staff will meet or
exceed the qualifications required by the City.
We do not anticipate the use of subcontractors. If support becomes necessary in the future, we will coordinate
with the City in advance and comply with all contract provisions regarding subcontractor use.
4.1: Principal Manager / Administrator (Primary Contact Person for All Services)
Jae Lee, P.E., CPE, CASp — President, Principal Manager/Administrator
Mr. Jae Lee will serve as the principal manager and main point of contact for all service requests from the City of
Newport Beach. He will supervise, coordinate, and manage all services delivered.
• Experience: Over 30 years of experience in plan check, building and safety, and consultant services.
• Clients Served: City of Los Angeles, Beverly Hills, Burbank, Culver City, Glendora, El Segundo,
Hawthorne, Hermosa Beach, Inglewood, Long Beach, Pasadena, Redondo Beach, Santa Ana, County of
Los Angeles, Riverside County, San Bernardino County.
• Mr. Lee has consistently delivered services with high quality and to the satisfaction of municipal clients.
The following resumes represent our full team of qualified professionals who will be assigned to perform the
services outlined in the RFP. Each staff member has been carefully selected for their specialized expertise,
credentials, and track record of performance in municipal building and safety services. J. Lee Engineering, Inc.
ensures that all personnel possess the education, certifications, and experience necessary to meet or exceed the
City of Newport Beach's requirements.
161Page
J Lee Engineering, Inc. I www.JLeeEngineering.com
4.2 Resumes of Qualified Personnel
A. Building
JAE LEE, P.E., CPE, CASP
j LEE
SR PC ENGINEER/BUILDING
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
As a dedicated champion of structural integrity and compliance, Jae Lee's leadership in the field of Building and
Safety Services is invaluable to any assignment. His professional acumen is poised to elevate the quality of
Building Safety Services, fostering a culture of safety, precision, and reliability under the umbrella of JLee
Engineering's esteemed service offerings.
SUMMARY OF EXPERIENCE
• Over 30 years of experience providing plan check and building and safety services to the governmental
agencies.
• Sustained provision of plan check services at the LA County Alhambra Headquarters office of the Building
and Safety Division, adeptly handling LA County Capital projects and complex structures over a continuum
of 14 years beginning in 2003.
• Commanding expertise in the management and prioritization of plan review workloads, consistently
guaranteeing the completion of projects within allotted schedules while fostering collaboration with clients.
His approach ensures adherence to current policies and full compliance with evolving building codes and
regulations.
• Expert oversight of the plan check staff assigned to detailed reviews of building plans, structural
computations, geotechnical reports, Title 24 energy efficiency calculations, and related documentation
pertaining to a variety of construction sectors including residential, commercial, and industrial projects. He
ensures unerring conformity with all applicable building codes and local ordinances.
• Advanced capabilities in conducting plan check reviews of highly complex building projects, offering precise
code interpretations, strategic recommendations, and specialized training in the domain of building code
requirements.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• University of California, Berkeley (UC Berkeley) — B.S. Civil Engineering
• California Professional Engineer —Civil Engineer
• Certified Access Specialist (CASp)
• ICC Certified Plan Examiner
• ICC LA Basin Chapter Structural Code Committee Member
J. Lee Engineering, Inc. I www.JLeeEngineering.com
IL
.Y-
ERIC LIM, P.E., CPE, CASP j L E E
SR. PC ENGINEER/BUILDING .., 1-1
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• Over 15 years of experience in design and plan checking with County of Los Angeles Building and
Safety and JLee Engineering, Inc.
• Perform plan check for residential and commercial projects for various code requirements, including
fire and life safety, structural, and disable access requirements at the County of Los Angeles.
• Assisted with the 2020 Code Adoption process, with Green Building and Fire Life Safety.
• Plan checked large-scale commercial projects, Public Housing, and multi -family residential
development.
• Developed an ADU Expedited Checklist and assisted with LA County B&S ADU Program.
• District Office Manager at the South Whittier County District Office and the contract cities of La Mirada
and Santa Fe Springs — Oversaw a field office of Plan Checkers, Inspectors, and Permit Technicians
to ensure high-level customer service.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• University of Southern California — B.S. Civil Engineering
• California Professional Engineer —Civil Engineer
• ICC Certified Plans Examiner
• Certified Access Specialist (CASp)
• ICC LA Basin Chapter Committee Involvement — Fire -Life Safety & Disabled Access
J. Lee Engineering, Inc. I www.JLeeEngineering.com
BENJAMIN LING, S.E., P.E., CPE ) L E E
SR. PC ENGINEER/BUILDING 1„°1uE-1-11
111
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• 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.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• National Taiwan University — B.S. Civil Engineering
• University of Texas at Austin — M.S. Structural Engineering
• California Structural Engineer (S.E.)
• California Professional Engineer —Civil Engineer
• [CC Certified Plans Examiner
J. Lee Engineering, Inc. I www.JLeeEngineering.com
SEAN HUGHES, S.E., P.E., CPE, CPRE
I LEE
SR. PC ENGINEER/BUILDING F-P,
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• 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.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• California State Polytechnic University — M.S. Civil Engineering
• California State Polytechnic University — B.S. Civil Engineering
• 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
J. Lee Engineering, Inc. I www.JLeeEngineering.com
ED ALEXANIANS, P.E., S.E. j L E E
SR. PC ENGINEER/BUILDING
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• 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.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• University of California, Los Angeles (UCLA) — M.S. Structural Engineering
• Tehran University, Iran — B.S. and M.S. in Structural Engineering
• California Structural Engineer (S.E.)
• California Professional Engineer —Civil Engineer
J. Lee Engineering, Inc. I www.JLeeEngineering.com
r
PETER KIM, P.E., S.E. j L E E
SR. PC ENGINEER/BUILDING II.I. EFING INC
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• 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 in numerous Division and Sections of LADBS: Case Manager,
Structural plan check, Earthquake Safety & Disabled Access
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• University of California, Berkeley (UC Berkeley) — B.S & M.S. Structural Engineering
• California Structural Engineer (S.E.)
• California Professional Engineer —Civil Engineer
J. Lee Engineering, Inc. I www.JLeeEngineering.com
JIN KIM, P.E., PMP, CPE tw-
J L E E
SR. PC ENGINEER/BUILDING -G- F-1. -
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• Over 33 years of experience at the City of Los Angeles as a plan check engineer, project design engineer,
project manager, and program manager in Building and Safety Department, Department of Public Works,
and Harbor Department (Port of Los Angeles).
• Review plans, calculations, and other permit documents for compliance with the building codes and city's
other requirements.
• Manage and deliver design and construction the Public Works and Port of Los Angeles projects during
project initiation, planning, execution, monitor and control, and closeout phases of projects.
• Develop and update standard plans, permit guidelines, seismic codes, and code related interpretations for
the Port of Los Angeles.
• Manage the development of Port of Los Angeles infrastructure maintenance program to establish database
for the significant assess at the Port of Los Angeles.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• University of California, Berkeley (UC Berkeley) — B.S & M.S. Structural Engineering
• California Professional Engineer —Civil Engineer
• ICC Certified Plan Examiner
• CA Office of Emergency Services (OES) — Safety Assessment Program (SAP) Evaluator
• PMI Certified Project Management Professional (PMP)
J. Lee Engineering, Inc. I www.JLeeEngineering.com
DAVID MCCOMBS, P.E. j L E E
SR. PC ENGINEER/BUILDING .° 1,E-P 1
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
Over 19 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 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 Developed the office procedures to service the growing customers with limited staff and resources.
Over 14 years at the Los Angeles World Airport as 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.
• Managed airport project during design and construction phase ensuring code compliance.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• California State University in Long Beach — B.S. Civil Engineering
• California Professional Engineer —Civil Engineer
J. Lee Engineering, Inc. I www.JLeeEngineering.com
VICTOR MOSS, P.E.
j LEE
SR. PC ENGINEER/BUILDING 1 --r-
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• Over 22 years at the County of Los Angles, Building and Safety Division as a plan check engineer and
plan check supervisor.
o Review plans for new concrete tilt -up warehouse buildings and the building office spaces.
o Review plans for multi -residential R2 occupancies, including multi -residential buildings with
platform construction and first floor commercial tenant spaces. The Type of Construction for
dwelling units built on the podium was typically IIIA and/or VA. Reviews also included at grade
and single level subterranean S2 garage parking.
o Review plans for one and two-story office buildings (B, A3, S occupancies) of Type II, III, and V
construction.
o Review tenant improvement plans for A (churches, assembly halls, restaurants), 1-2.1, B, F, M, and
S occupancies.
o Reviewed plans for additions to Type II, III, and V one and two-story B, F, M, and S occupancy
buildings. Reviewed a limited number of H occupancy additions.
• Reviewed plans for Accessory Dwelling Units.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• University of California, Berkeley - B.S. in Civil Engineering
• California Professional Engineer —Civil Engineer
J. Lee Engineering, Inc. I www.JLeeEngineering.com
ANDREW KASHE, P. E. j hEL E E
SR. PC ENGINEER/BUILDING
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• 7 years of Building Plan Check experience with a background in residential applications and
commercial T.I.& new construction projects.
o Last 3 years of experience was mostly Commercial and Industrial New Constructions
and major Tenant Improvements.
• Knowledgeable of the California Building, Residential, Energy, Green Codes, ASCE 7, NDS, etc.
• Familiar with ADA/CBC Chapter 11 applications.
• Have attended multiple conferences and ICC chapter meetings.
• Excellent social skills, resulting from working with co-workers, supervisors, and customers over
the counter.
• Experience in analyzing, reading, and comprehending various construction documents, including
plans, correction sheets, codes, manuals, ICC/ESR reports, etc.
• Knowledgeable and effective using the Bluebeam Revu, Microsoft Office, Adobe Acrobat.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• Cal State Polytech — B.S. Civil Engineering
• California Professional Engineer —Civil Engineer
• International Code Council Building Plans Examiner Certified Member, ASCE
J. Lee Engineering, Inc. I www.JLeeEngineering.com
B. Mechanical, Electric and Plumbing
VICTOR MURO, P.E., CPE j L E E
SR. PC ENGINEER/ELECT, MECH
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• 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.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• California State University, Long Beach — B.S. and M.S. Mechanical Engineering
• California Professional Engineer — Mechanical Engineer
• ICC Certified Mechanical Plans Examiner / Plumbing Plans Examiner
J. Lee Engineering, Inc. I www.JLeeEngineering.com
DEAN YANAGIMOTO, P.E.
j LEE
SR. PC ENGINEER/ELECTRICAL
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• 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).
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• University of California, Los Angeles (UCLA) — B.S. Electrical Engineering
• California Professional Engineer — Electrical Engineer
J. Lee Engineering, Inc. I www.JLeeEngineering.com
EDWIN PEREZ, P.E. I
LEE
E
SR. PC ENGINEER/ELECTRICAL
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• 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.
• 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.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• California State University, Northridge (CSUN) — B.S. Electrical Engineering
• California Professional Engineer — Electrical Engineer
• ICC Certified Electrical Plans Examiner
J. Lee Engineering, Inc. I www.JLeeEngineering.com
MOSTAFA KASHE, P.E. j L E E
SR. PC ENGINEER/ELECTRICAL
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• Supervise, assign, select, train, and evaluate the work of plan check engineers.
• Act as Chief Electrical Inspector for the County of Los Angeles. Enforce provisions of the County
Electrical Codes and Title 24 Energy Regulations. Provide interpretations of the County Electrical
Codes and related laws, review requests for alternate methods and materials and develop policies and
procedures
• Member of the Governor's task force on Development of Solar guide book
• Prepare the County Electrical Codes for adoption. Participate in model code process in various
capacities.
• Provide technical supervision of building inspection personnel, including formal instruction, training,
and preparation of inspection manuals.
• Evaluating reports for Electrical equipment that are not listed to National Standards.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• Cal State Long Beach — B.S. Civil Engineering
• California Professional Engineer — Electrical Engineer
J. Lee Engineering, Inc. I www.JLeeEngineering.com
MARIA YEPREMIAN, P. E. J NEL E E
SR. PC ENGINEER/MECHANICAL, PLUMBING
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• Reviews mechanical and plumbing plans and specifications for County or private
construction projects to ensure compliance with applicable codes, standards, and sound
engineering principles.
• Assists field inspectors of mechanical and plumbing facilities to ensure compliance with
mechanical and/or plumbing code and to ensure that site conditions match the approved
plans.
• Assists technical staff with processing permit applications to verify completeness.
• Creates training materials for inspectors and answers inspector calls on code and
engineering items as needed.
• Assists with the development of the County's mechanical and plumbing code manuals.
• Assists management with the research and development of policies and local ordinances.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• University of Southern California — B.S. Mechanical Engineering, M.S. Engineering Management
• California Professional Engineer — Mechanical Engineer
• International Association of Plumbing and Mechanical Officials
• American Society of Heating, Refrigerating and Air -Conditioning Engineers
J. Lee Engineering, Inc. I www.JLeeEngineering.com
C. Geologist
CHARLES NESTLE, P.G., E.G. L E E
(GEOLOGIST)
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• 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.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• California State University, Los Angeles (CSULA) — M.S. Geology
• California State University, Humboldt — B.A. Geology
• California Engineering Geologist
• Association of Environmental & Engineering Geologist
• Geological Society of America / American Institute of Professional Geologist (AIPG)
J. Lee Engineering, Inc. I www.JLeeEngineering.com
D. Grading, Drainage
LISA NASLUND, P.E. IL
j L E E
SR. PLAN CHECK ENGINEER ., E
(CIVIL, DRAINAGE & GRADING)
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• Over 21 years at the County of Los Angles, Building and Safety Division and JLee Engineering. Has
expert knowledge & experience in the fields of drainage, grading, hydrology, SUSMP, LID, and erosion
control compliance.
o Review & approve drainage & grading plans for rough grading, precise grading, drainage, and
NPDES compliance; Review all plans, reports and related required documents necessary for
compliance
o Review Drainage & Grading plan for compliance with LA County code, FEMA, and NPDES
requirements for Capital Projects and private projects within the Unincorporated County and
contract cities.
o Manage Regional Drainage & Grading Plan check engineers in all County and City offices.
Supports staff review of civil plans for drainage & grading code, FEMA, and NPDES compliance
and ensures timelines are met.
o Support inspection staff in the field and interpreting plans.
o Advised management on code changes, policy concerning section.
o Provide data and response for NPDES Annual report.
• Support offices managers, inspection and plan check staff on issues related to drainage & grading.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• California State University, Long Beach — B.S. Civil Engineering
• California Professional Engineer —Civil Engineer
• Qualified SWPPP Developer / Practitioner
J. Lee Engineering, Inc. I www.JLeeEngineering.com
E. Fire
SMITH CHOI, P.E. j L E E
SR. PC ENGINEER/FIRE
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
Summary of Experiences
• Conduct life safety, fire protection, and building construction plan reviews in accordance with the
International Fire Code.
• Perform fire plan checks and quality control for client agencies.
• Review and interpret various plans and specifications for compliance with codes and regulations.
• Issue permits and notices after evaluating fire protection and alarm systems for conformity to construction
plans.
• Enforce code requirements for equipment and material design, construction, and installation, analyzing
fire -related hazards.
• Provide public assistance with fee calculations, permit issuance, and dispersing technical information.
• Offer technical support to other city departments and coordinate with external agencies.
• Coordinate with multiple City Agencies on development of National and City Fire Protection Codes.
• Consult on technical matters concerning fire protection during construction and development.
• Provide engineering support for fire protection systems (e.g., sprinkler hydraulics, fire alarm calculations).
• Evaluate and negotiate code modifications and alternative methods for construction.
• Perform inspections to ensure engineering evaluations and fire code compliance.
• Assist in developing and updating City Fire Codes.
• Serve on committees, present on fire safety, and participated in 2015 International Building/Fire Code
committee.
• Advised entrepreneurs in franchise/business establishment processes, including site selection, lease
negotiation, and construction management.
• Provide consultancy to investment groups such as Gerson Leman Group.
• Increase revenue through innovative products and programs.
• Implement staff training for regulatory compliance.
• Manage regulatory documentation, compliance clearance, and site preparation as Director of Engineering.
• Oversee design, project management, problem resolution, and equipment start-up as Construction
Manager.
• Manage the design and remodeling of facilities, ensuring budget and schedule adherence.
• Conduct risk assessments and evaluate plans for regulatory compliance.
• Serve as technical and code expert for design and construction projects.
• Manage environmental, regulatory, OSHA, and safety compliance.
• Negotiate voluntary compliance with regulatory agencies (e.g., SCAQMD, Fire
Department).
• Review design and specifications for construction projects; troubleshoot systems and supervise field
inspections.
• Develop, update County Mechanical and Plumbing Code and Inspector manual, and administer
examinations.
J. Lee Engineering, Inc. I www.JLeeEngineering.com
F. Building Inspectors
, ,P;Ilom.
i
GEORGE PEREZ j L E E
SR. BUILDING INSPECTOR 1-1.E
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
With over 31 years of experience, this professional has held roles as a Building Inspector, Senior Building
Inspector, and Project Manager. Key highlights include:
• Inspecting large commercial buildings for the County of Los Angeles, Architectural Engineering
Division.
• Serving as Project Manager for the County of Los Angeles, Dept. of Park and Recreation Project
Management Division.
• Inspecting residential and commercial buildings for the City of Beverly Hills, ensuring compliance with
multiple technical codes.
• Acting as the main inspector for the Space X complex in the City of Hawthorne.
• Conducting detailed inspections for various facilities, including residential, commercial, and industrial,
for government agencies, from construction to specialized assignments.
• Evaluating components such as architectural integrity, fire and life safety, Cal Green standards, and
various structural systems.
• Enforcing approved plans and permit documentation for compliance with legal requirements.
• Ensuring adherence to state and local building codes and other regulatory mandates.
• Serving as the chief inspector for Los Angeles County capital improvement projects, focusing on high -
quality development and infrastructure standards.
• Enforcing worksite safety protocols and issuing notices of compliance or non-compliance to maintain
project standards.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• ICC Certified Building Inspector
• ICC Certified Mechanical Inspector
• ICC Certified Plumbing Inspector
• ICC Certified Residential Electrical Inspector
J. Lee Engineering, Inc. I www.JLeeEngineering.com
DAN FRELEAUX j L E E
SR. BUILDING INSPECTOR 1 -
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• Over 27 years of experience as Building Inspector, Sr. Building Inspector, District Engineering
Associate, and Regional Trainer.
• Inspect multi -family residential, concrete tilt -up constructions & commercial buildings.
• Investigate construction site for illegal practices and hazardous conditions.
• Organize and scheduled the work of building inspectors.
• Coordinate inspections and developed policies.
• Supervise construction inspections for high profile projects and inspectors.
Conceptualized and implemented a suite of comprehensive training programs, aimed at upskilling
Electrical, Mechanical, Plumbing, and Structural Inspectors, as well as Engineers, to meet the evolving
demands of the construction industry.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• University of California, Los Angeles - Engineering Construction Management
• ICC Certified Commercial Building Inspector
• ICC Certified Commercial Plumbing Inspector
• ICC Certified Reinforced Concrete Inspector
J. Lee Engineering, Inc. I www.JLeeEngineering.com
41L .
DAVID KOSAREFF
j LEE
SR. BUILDING INSPECTOR
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
A Building Inspector with over 36 years of experience at the County of Los Angeles and the City of
West Hollywood, specializing in residential, commercial, and industrial building projects. Key
responsibilities include:
• Conducting inspections for new constructions, alterations, repairs, remodels, and tenant
improvements.
• Assessing complex structures from single-family residences to high-rise buildings and mixed -
use occupancies.
• Enforcing permit and code requirements, issuing correction notices, and coordinating with
client agencies.
• Ensuring compliance with architectural, fire safety, structural, mechanical, plumbing, and
electrical standards, including California's Green Building Standards Code (CALGreen).
• Handling commercial, industrial, and residential projects, including multi -story and
rehabilitation endeavors, and enforcing relevant codes, permits, and ordinances.
EDUCTION & CERTIFICATIONS
• University of California, Los Angeles - Engineering Construction Management
• ICC Certified Commercial Building Inspector
• ICC Certified Commercial Plumbing Inspector
• ICC Certified Reinforced Concrete Inspector
J. Lee Engineering, Inc. I www.JLeeEngineering.com
JOSE ALVAREZ j L E E
SR. BUILDING INSPECTOR P 11°
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• Over 31 years of experience as Plan Check Engineer, Sr. Plan Check Engineer, and Building Official
at the City of Inglewood.
• Perform structural plan check, electrical, plumbing, mechanical and fire protection plan check.
• Provide code interpretations, developed standard plan check correction sheets.
• Thoroughly versed in all aspects of building plan checks across various trades, ensuring compliance
with current codes and standards.
• Perform inspection of public infrastructure, ensuring projects adhere to established guidelines and
specifications.
• Perform enforcement of building codes and adept at offering professional consultation services to
clients, aiding in the navigation of regulatory requirements.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• California Polytechnic University — B.S. Civil Engineering
• California Professional Engineer —Civil Engineer
J. Lee Engineering, Inc. I www.JLeeEngineering.com
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WAYNE CHATMAN j LEE
SR. BUILDING INSPECTOR
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• Over 30 years of experience Sr. Inspector / Assistant Building Office Manager at the County of Los
Angeles, Building and Safety. 3 years of experience as Sr. Inspector in the City of El Segundo & City
of Yorba Linda.
• Perform inspections of residential, commercial, and Industrial building projects for various building and
safety agencies. Project types include new construction, alterations, repairs, remodels, tenant
improvements, and other special constructions.
• Enforce permit requirements contained in the approved plans and other permit documents.
• Enforce applicable state and local code requirements and other regulatory requirements related to the
construction project.
• Coordinated inspection activities and schedules with the client agency.
• Conducted wide-ranging inspections of residential, commercial, and industrial structures, ensuring a
high level of diligence that spans across initial new constructions to renovations, significant repairs,
sophisticated remodels, and elaborate tenant improvements.
• Enforced stringent permit conditions as delineated in approved plans and related permit documentation,
serving as a steadfast guardian of project integrity and compliance.
• Enforced state and local building codes, proactively ensuring that each project aligns with necessary
regulatory frameworks and advances the standards set forth by the construction industry.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• State Contractor's License
• State Certified Damage Assessment Certificate
J. Lee Engineering, Inc. I www.JLeeEngineering.com
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DAVE NEWMAN j L E E
SPECIAL INSPECTOR
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
Current Role:
Position: Senior Building Inspector
Organization: Los Angeles County Building & Safety, CA
Duration: March 2019 — Ongoing
Responsibilities: Field building inspection services on various County -owned capital
projects.
• Inspected ground -up construction of a new museum facility, including a two-story building with
350,000 sq. ft. of exhibition and support space. The project featured a bridge spanning
Wilshire Boulevard.
• Inspected ground -up construction of a new Department of Mental Health facility, including an
8-story concrete/post-tensioned parking structure and a 15-story structural steel tower.
• Inspected the remodel of a four-story building, covering steel erection, bolting, welding, rebar
installation, concrete and masonry placement, and more.
• Inspected construction of a one-story design -build mental health facility, focusing on steel
erection, bolting, welding, and compliance reviews.
• Inspected the conversion of cargo containers into classrooms, ensuring compliance with DSA
standards.
• Inspected construction of a swimming pool complex, focusing on masonry wall, grouting, and
ADA ramp compliance.
• Inspected construction of a state-of-the-art animal care facility, ensuring compliance with steel
erection, bolting, welding, and other specifications.
• Inspected remodeling of a 13-story hospital, focusing on reinforced -concrete placement, post -
installed anchors, and other compliance aspects.
ICC CERTIFICATIONS
• California Commercial Combination Inspector
• Master of Special Inspection
• Structural Steel and bolting Special Inspector
• Reinforced Concrete Special Inspector
• Masonry Construction
• Fireproofing
J. Lee Engineering, Inc. I www.JLeeEngineering.com
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JEREMY HALL j L E E
SR. BUILDING INSPECTOR F�...,,.F- t-
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
Current Role:
Position: Senior Building Inspector
Organization: Los Angeles County Building & Safety, CA
Duration: February 2020 — Ongoing
Responsibilities: Performing field building inspection services on various County -owned
capital projects.
• Inspected laboratory testing and storage annexes for the main hospital, covering 10,700 sq.
ft. in a single -story, fully sprinklered building.
• Inspected upgrades for ADA compliance, electrical, fire protection, mechanical, and
plumbing systems in a three-story building with a sub -grade basement.
• Inspected a three-story center providing medical, dental, and social services, covering
60,175 sq. ft. and fully sprinklered.
• Inspected a 48,938 sq. ft. medical health center consisting of six 2-story and two 1-story
buildings, including various healthcare and wellness facilities on an 8.7-acre site.
• Inspected the installation of a new stormwater and basin system, with an 18-month project
duration.
• Inspected a 471,000 sq. ft., 21-story tenant office building, ensuring compliance with various
occupancy groups and building codes.
CERTIFICATIONS
• Special Inspector General Requirement — [CC 8007034
• Master of Special Inspection — ICC 8007034
• Concrete Field -Testing Technician Grade I — ACI 01179586
• Adhesive Anchor Installation Inspector — ACI 01179586
• Portable Nuclear Gauge Safety and U.S.D.O.T. Hazmat Certification
• Radiation Safety Officer Certification
• Fiber Wrap (FRP) Inspection Certification by Fyfe
J. Lee Engineering, Inc. I www.JLeeEngineering.com
DAVID V. DI FRANCO
J L"to,
EE
BUILDING INSPECTOR N.
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
An accomplished inspector with over 16 years of experience in commercial and residential building
inspections, specializing in reinforced concrete, post-tension/prestressed concrete, structural
masonry, and spray -applied fireproofing. Key duties include reviewing plans, preparing reports, and
material sampling. Recent notable projects:
• Volar, Irvine, CA (7121 — 4/23): Lead Inspector for a $260 million project with mixed -use
condos, retail, and a parking structure.
• Torrance Transit Park & Ride Regional Terminal, Torrance, CA (1121 — 6/21): Deputy
Inspector for a $72 million project involving bus training facilities and transit offices.
• USC Restorative Care Village, Los Angeles, CA (10120 — 8/21): Deputy Inspector for a
$110 million medical and care facility project.
• Union South Bay, Carson, CA (10/17 — 8/20): Lead Inspector for a $105 million mixed -use
apartment and retail project.
• One South Redondo, Redondo Beach, CA (3/17 — 9/17): Deputy Inspector for a $65
million mixed -use condo and retail project.
• Monte Cedro, Altadena, CA (4/14 — 5/15): Lead Inspector for a $76 million senior housing
project with multiple buildings and a parking garage.
CERTIFICATIONS
• California Commercial Building Inspector
• California Residential Building Inspector
• Reinforced Concrete Special Inspector
• ACI Concrete Field-testing Technician Grade 1
• Post Tension Concrete Special Inspector
• Structural Masonry Special Inspector
• Spray -Applied Fireproofing Special Inspector
J. Lee Engineering, Inc. I www.JLeeEngineering.com
VINCENT ORTIZ j L E E
BUILDING INSPECTOR .. ,E
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
Vincent Ortiz is a Deputy/Special Building Inspector with nearly 20 years of experience. He
specializes in reinforced and prestressed concrete, structural masonry, and spray -applied
fireproofing. Certified in wood -framed and steel stud construction, Vincent has strong management
and communication skills. He is highly organized, thrives under pressure, and consistently meets
deadlines.
• Torrance Transit Park and Ride Regional Terminal: Resident Building Inspector for $21 M
LEED Gold terminal. Oversaw concrete, masonry, DIA, and pavement work.
• Cumulus Podium, Los Angeles: Resident Deputy Building Inspector for $360M, 910-unit
mixed -use development. Involved in post-tension/conventional concrete, masonry,
shotcrete, DIA, and steel stud construction.
• Park 5th High -Rise Apartment Complex, Los Angeles: Resident Deputy Building
Inspector for $212M, 26-story high-rise. Managed post-tension/conventional concrete,
masonry, shotcrete, DIA, and steel stud work.
• Blvd 6200 Mixed-Use/Apartment Complex, Hollywood: Resident Deputy Building
Inspector for $400M project. Included parking garage, retail, and wood frame construction.
• Plummer Apartments, Northridge: Resident Deputy Building Inspector for $95M project.
Included post -tension parking structure and wood frame construction.
• Belmont Village Senior Living, Thousand Oaks: Resident Deputy Building Inspector for
$25M senior living project. Included post -tension concrete decks and reinforced masonry.
• LACMA Phase 11 Pavilion, Los Angeles: Resident Deputy Building Inspector for $50M art
museum. Managed post -tension concrete, architectural concrete, and DIA.
• The Medallion Apartments, Los Angeles: Resident Deputy Building Inspector for $45M
mixed -use development. Included subterranean, retail, and wood frame construction.
CERTIFICATIONS
ACI Concrete Field -Testing Technician — Grade 1
ICC Reinforced/Prestressed Concrete, Reinforced Masonry, SFRM Fireproofing,
Commercial Building Inspector, Commercial Plumbing Inspector
City of Los Angeles — Reinforced/Prestressed Concrete, Shotcrete, Reinforced Masonry,
Drill in Anchors, Wood
J. Lee Engineering, Inc. I www.JLeeEngineering.com
G. Permit Technicians
KRISTY ROMO
PERMIT TECHNICIAN
J LEE
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• Over 10 years of experience as a Permit/Land Use Technician, adept in the complexities of land use
and permitting processes.
• Expert -level Project Manager for the submission and review of comprehensive project plans including
but not limited to Construction, Grading, and Street Improvement Plans, as well as Hydrology and
Technical Studies, prioritizing accuracy and expedience in processing.
• Proficient in assessing and stipulating conditions for commercial and ministerial permits to adhere to
stringent road and drainage compliance standards.
• Conducted meticulous residential plan evaluations to guarantee alignment with the County
Development Code's rigorous requirements.
• Engaged in thorough research and data analysis to produce an accurate and detailed daily Land
Development report.
• Responsible for the ongoing curation and enhancement of resource materials pertinent to Land
Development procedures, along with mentoring and instruction provided to new members of the Land
Development team.
• Serve as an informational resource, proficiently interpreting and conveying details of County
ordinances, departmental policies, and land use construction regulations and requirements to the
public.
• Demonstrated proficiency with a suite of technical software including Accela Automation, Permits Plus,
FEMA, Google Earth, PIMS, and GIS Viewer, enhancing operational efficiency and data management.
Acted as the key departmental representative during the extended implementation stages of the
County's Accela Automation/EZ Online Permitting System, ensuring seamless integration and user
adoption.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• ICC Certified Permit Technician
J. Lee Engineering, Inc. I www.JLeeEngineering.com
ALYSSA DERMENJIAN j L E E
PERMIT TECHNICIAN
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
• Permit Technician — J Lee Engineering — March 2023-Present
• Coordinate with several plan checkers in office and via email to assign projects, receive and upload
corrections, and organize the plan checkers' workflow, schedule, and deadlines.
• Communicate with applicants and LA County personnel via email to receive submittals and send out plan
checkers' corrections.
• Ensure accuracy of all incoming and outgoing documents.
• Record all new submittals, re -submittals, and deferred submittals on Microsoft Access, used to keep track
of all projects and due dates.
• Document Control Inspector Consultant - Los Angeles County Public Works Building & Safety
Division (Assigned to) May 2023 — Present
■ Screen submittals to ensure a complete set of plans for plan checkers to begin review; Email
applicants if accepted or rejected.
■ Create an Agency Referral sheet for all clearances required prior to permit issuance and invoice the
applicant if submittal is accepted.
■ Update workflow for plan check backlog, create internal notes regarding status, and upload files on
EPIC LA.
Run backlog report of projects to be screened and coordinate with plan checkers at South Whittier
District Office.
Respond to applicant emails regarding status updates, agency referral, EPIC LA, permit issuance,
and plan check.
Answer phones and assist applicants in person when additional support is needed at the front
counter.
EDUCATION, LICENSES, CERTIFICATES AND REGISTRATIONS
• ]CC Certified Permit Technician
• University of California, Irvine — Bachelor of Humanities in Film & Media Studies
J. Lee Engineering, Inc. I www.JLeeEngineering.com
PRISCILLA ALVAREZ
PERMIT TECHNICIAN
j LEE
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
SUMMARY OF EXPERIENCE
Dynamic Engineering Technician/Project Manager with a proven track record at Land Use Services
County of San Bernardino, excelling in project management and customer relations. Leveraged
expertise in Microsoft Office and bilingual communication skills to enhance process efficiencies and
resolve complex issues, ensuring project success in diverse regions. Demonstrates a strong team -
oriented attitude and a commitment to continuous learning and improvement.
• Collaborated with engineers, technicians, and other personnel to ensure successful
completion of projects.
• Resolved customer complaints regarding quality control issues quickly and efficiently.
• Interpreted schematics, drawings, diagrams, blueprints, and written instructions to build
complex assemblies.
• Identified potential areas for improvement in existing processes through root cause analysis
methods.
• Provide customers with status updates on current projects.
• Manage projects in the valley, mountain, and desert region.
• Review and process land use applications according to code regulations Issue land use
permits such as Solar, Mechanical, Electrical, Plumbing, Alterations, etc
• Assist customers by providing accurate information regarding land use permit questions via
telephone, email, and in -person at counter
• Collect fees in the form of cash, check, and credit card in person and over the phone
• Travel to various Land Use Services offices in San Bernardino County to relieve coverage.
EDUCATION & SKILLS
• License in Cosmetology
• Chaffey College — No Degree
• Proficient in MS Word, Excel and Outlook
• 65 WPM Typing Speed
• Excellent Verbal and Writing Skills
• Bilingual
• Team Player with a Positive Attitude
• Open to new learning opportinuites
J. Lee Engineering, Inc. I www.JLeeEngineering.com
ALYSSA TELLEZ ) L E E
PERMIT TECHNICIAN
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
PROFILE
A detail -oriented and highly organized professional with a proven track record in customer service,
permit processing, and administrative support. Experienced in managing complex workflows,
ensuring compliance with local government regulations, and facilitating communication between
multiple stakeholders, including architects, engineers, and county officials. Adept at multitasking in
fast -paced environments, with a focus on accuracy, efficiency, and delivering exceptional service.
Known for strong problem -solving abilities, effective time management, and a proactive approach to
resolving issues. Seeking to leverage expertise in construction documentation, data management,
and permit procedures to contribute to the efficiency and success of a growing organization.
WORK EXPERIENCE
• Manage the intake, filing, and distribution of new and resubmitted construction plans, ensuring
compliance with county -specific procedures for contracted jurisdictions.
• Maintain an accurate and up-to-date tracking system for all incoming and outgoing plans,
including detailed logging of project status, time records, and related documentation.
• Serve as the primary point of contact for permit applicants, architects, engineers, and county
officials, providing clear guidance on plan check procedures, requirements, and timelines.
• Review and process permit applications, ensuring all necessary documents and fees are
submitted and compliant with local regulations.
• Facilitate communication between internal teams and external clients to resolve any issues or
inquiries related to plan check status, compliance, and project progress.
• Prepare and distribute formal communications, including approval letters, status updates, and
requests for additional information.
EDUCATION
Google IT Support Professional Certificate
2022 — 2023
COURSERA
Early Childhood Development
2019 — 2020
California State University, Los Angeles
High School Diploma
2019
Monrovia High School
SKILLS
• Microsoft Office & Google Suite
• Permit Processing &
Documentation
• Effective Communication
• Customer Service
• Time Management
• Organization & Recordkeeping
• Critical Thinking & Problem Solving
• Team Collaboration
J. Lee Engineering, Inc. I www.jLeer_ngineenny.com
CIERRA DENNING
j L
PERMIT TECHNICIAN ILEE
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
Professional Experience
• Efficiently manage the intake and routing of new and resubmitted construction plans for
multiple counties, following distinct procedures tailored to each jurisdiction, ensuring seamless
processing and adherence to local codes.
• Maintain a comprehensive internal documentation system that tracks county -specific
procedures, ensuring accuracy and consistency in workflows across projects.
• Enter and update project -related information in the company's data tracking system, ensuring
all records of time and resource allocation are meticulously logged and accessible for
reporting and auditing purposes.
• Serve as the main point of contact for architects, engineers, county officials, and property
owners, addressing complex inquiries regarding plan check procedures, code compliance,
and project statuses in a timely and professional manner.
• Collaborate with various departments and county agencies to resolve discrepancies in
submitted documentation, ensuring compliance with all regulatory requirements before
approvals.
• Organize and streamline plan review processes, contributing to the development of more
efficient systems that reduce turnaround time and improve communication between parties.
• Maintain a detailed log of all plans received, resubmissions, and approvals, generating reports
as required by county officials or internal stakeholders.
• Coordinate with engineers and plan checkers to monitor project timelines, helping to anticipate
potential delays and providing proactive solutions to keep projects on schedule.
Bachelor of Arts, Theatre Arts
May 2020
Westmont College — Santa Barbara, CA
J. Lee Engineering, Inc. I www.JLeeEngineering.com
JULIA CATHRO
PERMIT TECHNICIAN
j LEE
430 Garfield Ave., Suite 301, Alhambra, CA 91801 1 (626) 284-8906 1 www.JLeeEngineering.com
PROFILE
Highly organized and detail -oriented professional with a strong background in business operations,
customer service, and permit processing. Adept at managing administrative tasks, coordinating with
internal and external stakeholders, and ensuring compliance with industry standards. Experienced
in handling high -volume transactions, tracking project progress, and maintaining accurate records.
Passionate about streamlining processes to enhance efficiency and service delivery.
WORK EXPERIENCE
• Manage the intake, filing, and distribution of new and resubmitted construction plans,
ensuring compliance with county -specific procedures for contracted jurisdictions.
• Maintain an accurate and up-to-date tracking system for all incoming and outgoing
plans, including detailed logging of project status, time records, and related
documentation.
• Serve as the primary point of contact for permit applicants, architects, engineers,
and county officials, providing clear guidance on plan check procedures,
requirements, and timelines.
• Review and process permit applications, ensuring all necessary documents and fees
are submitted and compliant with local regulations.
• Facilitate communication between internal teams and external clients to resolve any
issues or inquiries related to plan check status, compliance, and project progress.
• Prepare and distribute formal communications, including approval letters, status
updates, and requests for additional information.
SKILLS & ADDITIONAL INFORMATION
Technical Skills:
Salesforce, SAP, PATH, DMVCP, PeopleSoft/ACT, WorkDay, Microsoft Suite (Word,
Excel, Spreadsheet, PowerPoint), Microsoft Outlook, Social Media.
Soft Skills:
Data analytics, Data entry, Quantitative/Qualitative research, Problem -solving, Exceptional
Customer Service.
Upcoming Projects:
Plan reading, ICC Certifications.
J. Lee Engineering, Inc. I www.JLeeEngineering.com
j LEE
5. Project approach / methodology
We can confirm that we have the relevant experience and methodology to provide the scope of services sought
by the City of Newport Beach, including:
• Building Plan Review Services
• On -Call Structural Review
• Building Inspection Services
• Building Permit Technician Services
Since June 2022, JLee Engineering has been successfully providing these services to the City of Newport Beach
under RFP No. 22-45. Over this time, we have built a strong working relationship with City staff and consistently
met the City's expectations for responsiveness, quality, and timeliness. Our experience delivering services under
this current contract enables us to seamlessly continue our work under the new RFP No. 25-37 with minimal
transition or learning curve.
We have delivered all plan review, inspection, and permit technician services according to City standards and
have maintained high levels of client satisfaction through dependable staffing, on -time deliverables, and a clear
understanding of City procedures and preferences. Our team is familiar with Newport Beach's electronic plan
review platform and has provided services both off -site and on -site at City Hall.
To ensure continued success, we will implement a specific Work Plan, Quality Assurance Plan, and Staffing
Management Plan tailored to the City's needs:
• Assign knowledgeable and experienced staff with appropriate qualifications
• Provide project -specific, code -based correction comments with fast turnaround times
• Maintain open communication and rapid response to City staff and applicants
• Monitor performance metrics to ensure service excellence and compliance with all City requirements
We are committed to delivering quality work products and excellent customer service, just as we have
demonstrated since June 2022.
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5.1: Understanding of Scope of Work
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
• On -Call Structural Review
• Building Inspection Services
• Building Permit Technician Services
For our current clients, we have been successfully delivering services and maintaining high levels of client
satisfaction.
For the City of Newport Beach, where we have been providing services since June 2022, we will continue to
develop and execute specific Work Plans, Quality Assurance Plans, and Staffing Management Plans 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.
A. City's Objective
The City of Newport Beach is seeking qualified consultants to provide:
• Building Plan Review Services
• On -Call Structural Review Services
• Building Inspection Services
• Building Permit Technician Services
B. City's Employment Provision
JLee Engineering understands and fully complies with the City's employment provisions, including:
1. Ensuring equal opportunity and non-discrimination in employment practices.
2. Adhering to limits for temporary contract employees:
o No more than 960 hours per year
o No full-time work for more than six months
o No regular part-time service exceeding one year
3. Maintaining control of individual staff schedules.
4. Ensuring City staff are not treated as employees of the City.
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C. Building Plan Review Services
We provide off -site plan review services with the following turnaround schedule:
• First Check: 10 working days from submittal
• Subsequent Checks: 5 working days
Scope of services includes:
• Reviewing residential, commercial, and industrial projects for compliance with City -adopted codes
• Assigning a Fire Plans Examiner as directed by the Fire Marshal
• Issuing complete electronic plan check letters with code -referenced corrections
• Being available during business hours for consultations with applicants and designers
• Attending meetings as directed by the Chief Building Official
• Reviewing soils and grading plans, surveys, and erosion control plans per City standards
Qualifications Required:
• Four years of experience in plan review
• Bachelor's degree in civil, structural engineering, or architecture
• California P.E. or architect license, ICC Plans Examiner, and ICC Fire Plans Examiner certifications
• Background clearance and fingerprinting by Newport Beach Police Department
D. On -Call Structural Review Services
Off -site reviews with the following turnaround schedule:
• First Check: 10 working days
• Subsequent Checks: 5 working days
Scope of services includes:
• Complex structural reviews to verify compliance with current codes and standards
• Full documentation and electronic correction letters
• Availability during business hours for issue resolution
• Participation in meetings as required
Qualifications Required:
• Ten years of experience in complex structural design review
• Master's degree in structural engineering
• California S.E. license and valid driver's license
• Work to be performed under the direction of the Chief Building Official
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E. Building Inspection Services
Scope of services includes:
• Up to 80 hours of weekly inspection support
• All inspections and re -inspections per applicable codes and ordinances
• Coordination with the Principal Building Inspector
• Documentation and recordkeeping of all inspections
• Support for Certificates of Occupancy issuance
Qualifications Required:
• Experience in residential and commercial inspections
• Excellent customer service skills
• ICC Combination Building Inspector certification and valid driver's license
• Fingerprinting and background check clearance
• General supervision from the Principal Building Inspector
F. Building Permit Technician Services
We provide permit technician services on -site to support the public counter and back -office operations:
• Full-time or part-time ICC Certified Permit Technician
• Responding to inquiries from the public, agencies, and departments
• Calculating fees and reviewing submittals
• Supporting interdepartmental routing and clearance coordination
• Data entry and permit issuance via the City's permitting system
Qualifications Required:
• Demonstrated experience in permit processing
• Completion of the 12th grade
• ICC Permit Technician certification and valid driver's license
• Background check and fingerprint clearance
• Supervision by the Permit Technician Supervisor
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J LEE
5.2: Work Plans - Implementation of Services
For the scope of work described in the RFP, we will closely coordinate with designated City staff to confirm the
City's requirements and expectations for each service.
Having served the City of Newport Beach since June 2022, we have a strong working knowledge of its
procedures, systems, and standards. We will continue to build on this foundation and ensure the successful
implementation of services through detailed planning, quality assurance, and staffing coordination.
Based on 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
We will coordinate with City staff to confirm expectations related to plan review services, including:
• Procedures, policies, and practices to be used
• Standards, methodologies, and document formats
• Communication methods and contact list
• Service delivery goals (initial check, recheck, final review)
• Use of electronic plan review systems (e.g., Energov)
• Turnaround expectations (10-day first check, 5-day rechecks)
• Prioritization of projects and expected workload volume
2. Execution — Plan Check
We will provide plan review services for residential, commercial, industrial, grading, and other structures to
ensure compliance with City ordinances, state laws, and the California Building Standards Code.
3. Plan Review Format
• Services provided electronically or conventionally as needed
• Use of City -approved software and document standards
• Compliance with all City requirements for digital submittal, review, and recordkeeping
4. Plan Transmittal — Conventional Plan Reviews
• Plans will be picked up within 24 hours of notification
• Deliveries made via City's preferred method or by commercial courier if requested
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] LEE
5. Turn -Around Times
• First Check: 10 working days
• Subsequent Checks: 5 working days
• Additional time for complex projects will be discussed with City
6. Plan Reviews
• Qualified reviewers assigned per project type
• All documents logged in our plan tracking system
• Reviews will include scope, valuation, and code compliance verification
• Plan check corrections issued per City requirements
• Direct applicant communications for clarification
• Rechecks provided as needed until full approval
7. Plan Review Logs and Correspondence
• All records, reviews, and communication logged per City protocols
• Logs will include date received, reviewed, and rechecked
• Applicant communication will be documented and tracked
8. Issue Resolution
• Plan check issues resolved with applicants efficiently via phone, email, or meetings
• Escalation to City staff if required
9. Billing
• Itemized monthly billing for all plan check services provided
B. Inspection Services
1. Initiation — Inspection
We will coordinate with City staff to confirm:
• Scope of services and expected hours
• Inspection procedures, standards, and documentation methods
• Communication methods and inspection assignment process
• Short-term, intermittent, and long-term staffing expectations
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2. Execution — Inspection
• Inspections performed per approved scope and assigned schedule
• Qualified inspectors assigned based on project type
• Inspections provided for residential, commercial, and industrial construction
• Correction notices prepared and submitted to the City
• Coordination with Principal Building Inspector on discretionary items and Certificates of Occupancy
• All inspection documentation submitted per City protocols
3. Billing
• Monthly itemized invoices submitted for hours worked and services provided
C. Permit Technician, Building Office, and Other Services
1. Staff Assignments
• Permit Technicians and support staff assigned based on qualifications and project type
2. Work Plan Execution
• Work plans developed for all assignments including engineering support or staffing augmentation
• Plans will follow a four -phase structure: initiation, execution, monitoring, and control
3. Deliverables
• Specific service levels and deliverables will be confirmed for each assignment
• Support will include counter operations, intake review, fee calculation, routing, and permit issuance
• Technicians will use the City's permitting system and maintain accurate records
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5.3: Quality Assurance Plan
To ensure the City of Newport Beach receives high -quality services in accordance with the scope of work, Kee
Engineering has implemented a robust Quality Assurance Plan. Since beginning our services for the City in June
2022, we have consistently applied these practices to deliver timely, accurate, and code -compliant work.
Our quality assurance approach focuses on three core pillars: continuous performance review, systematic
service execution, and proactive dispute resolution.
A. Performance Monitoring
To ensure the City's satisfaction and compliance with all Scope of Work requirements, we implement the
following quality control measures:
• Conduct regular performance reviews in coordination with designated City representatives
• Identify areas of strong performance and areas for improvement
• Respond immediately to feedback or service issues with corrective action
• Reinforce and replicate positive performance outcomes across all service lines
B. Quality Assurance for All Services
Whether the assignment is for Plan Review, Inspection, or Permit Technician services, we apply the following
best practices:
1. Qualified Staff Assignments
We assign personnel whose qualifications and experience align specifically with the type and complexity
of each projector task.
2. Thorough Initial and Recheck Reviews
o Correction letters are clear, specific, and code -referenced
o Avoidance of boilerplate or generic comments
o Comments focus on resolution, not restating the issue
3. Timely Service Delivery
o Plan reviews are completed within agreed -upon timeframes (10-day first check, 5-day rechecks)
o Inspections are performed promptly upon request and properly documented
o All documents and communications are submitted and maintained per City preferences,
including use of Energov and Bluebeam
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4. Documentation Standards
o Plan check comments and inspection results are consistently recorded in City -approved formats
o Logs and audit trails are maintained for all transactions and correspondences
5. Efficient Dispute Resolution
o Staff are empowered and trained to resolve issues directly with applicants using clear reasoning
and code citations
o All disagreements are handled respectfully and efficiently without compromising City standards
C. Dispute Mitigation and Management
JLee Engineering's proactive dispute mitigation strategy is based on three tiers: Prevention, Resolution, and
Elevation.
1. Prevention
Our goal is to prevent disputes by:
o Assigning appropriately qualified staff to every task
o Providing thorough, precise, and well -documented reviews and inspections
o Communicating early with applicants to clarify potential issues before they escalate
2. Resolution
o Most issues are resolved directly by our staff through clear explanation of applicable codes and
regulations
o Our staff engage in respectful dialogue with applicants, architects, and contractors to resolve
discrepancies without involving City staff unnecessarily
3. Elevation
o In rare cases where resolution cannot be achieved, we elevate the matter to City staff
o We provide full documentation and justification to assist the City in resolving the issue with
minimal disruption
o These occurrences are documented and reviewed internally to identify any procedural
improvements
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SA: Staffing Management Plan
JLee Engineering applies a proactive and flexible staffing approach to meet the City of Newport Beach's plan
review, inspection, and permit technician service needs. Since June 2022, we have consistently maintained
responsive and reliable staffing levels to ensure uninterrupted service delivery.
We continuously evaluate staffing needs, availability, and workload levels to align resources with the City's
priorities. Our Staffing Management Plan is built on three pillars: current capacity, contingency planning, and
flexible work locations.
A. Current Staffing Level and Workload
1. Sufficient Staffing Capacity
We currently maintain a qualified pool of engineers, inspectors, and permit technicians with direct
experience serving Newport Beach and similar jurisdictions.
2. Workload Flexibility
Our existing and projected workload allows us to absorb additional assignments from the City without
compromising quality or turnaround times.
3. Consistent Delivery Assurance
All assignments for the City are prioritized and completed within required timeframes. We perform
regular internal reviews to ensure appropriate workload distribution and adherence to schedule.
B. Contingency Plans for Increased Workload
1. Scalable Staffing Strategy
In the event of increased demand, JLee Engineering has a roster of on -call and part-time professionals
ready to support additional needs. We also maintain strategic relationships with subject -matter experts
in structural, electrical, mechanical, fire, and accessibility disciplines.
2. Overtime Coverage at No Extra Cost
To meet peak workload demands, we authorize qualified staff to work overtime as needed. These
efforts are included within our standard rates —there are no additional charges to the City.
3. Rapid Deployment Capability
We are prepared to quickly reassign or onboard personnel to support the City's short-term or
emergency staffing needs while maintaining service continuity.
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C. Work Location
1. Off -Site and On -Site Flexibility
By default, plan review services are provided off -site from our Alhambra office using digital platforms
such as Bluebeam and Energov. On -site service is available upon request for inspection, permit
technician, or plan check assignments.
2. City Integration
All assigned staff will integrate seamlessly with City protocols, workflows, and systems, whether working
on -site or remotely. Staff are familiar with City standards and have established working relationships
with City staff since mid-2022.
3. Resource Optimization
We continually evaluate whether service delivery is more efficient on -site or remotely and make
recommendations to the City accordingly.
5.5: Customer Service Plan
JLee Engineering was founded on the principle of delivering exceptional client service. Since beginning our
partnership with the City of Newport Beach in June 2022, we have maintained a standard of responsive,
professional, and solutions -oriented communication that supports the City's operational efficiency.
Our Customer Service Plan is built upon four core commitments: consistent communication, responsiveness,
professional conduct, and issue resolution.
A. Communication Protocols
1. Primary Point of Contact
Upon contract execution, a designated Supervisor/Administrator will serve as the central liaison with
the City. This ensures accountability, consistency, and streamlined coordination.
2. Direct Staff Access
City staff will also be provided with direct contact information for assigned engineers, inspectors, and
permit technicians for expedited communication regarding specific tasks.
3. Multichannel Availability
o Phone: Live receptionist during business hours; direct cell phone access to key personnel
o Email: Responses within the same business day
o Meetings: Scheduled as needed for coordination, conflict resolution, or project updates
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B. Responsiveness and Timeliness
Same -Day Response Commitment
We strive to respond to all City inquiries —whether by phone or email —within the same business day.
2. After -Hours Flexibility
While our standard business hours apply, we make efforts to be available after-hours for urgent issues,
upon request.
3. Service Alignment with City Timelines
All deliverables are completed within the required turnaround timeframes, with proactive updates
provided for complex or time -sensitive projects.
C. Professional Conduct
Client -Facing Staff Training
All staff assigned to Newport Beach are trained in professional communication, code interpretation, and
conflict de-escalation.
2. Respectful Interaction with the Public
Whether at the counter or on job sites, our personnel maintain courteous and informative interactions
with applicants, contractors, and members of the public.
3. Supportive of City Staff
Our goal is to operate as an extension of the City's Building and Safety team —enhancing efficiency,
reducing administrative burdens, and supporting high -quality service to the community.
D. Proactive Issue Resolution
1. Early Intervention
If challenges or misunderstandings arise (e.g., plan check disputes or inspection delays), our staff
proactively engage with applicants to clarify issues and seek resolution before escalation.
2. City Escalation Only When Necessary
We aim to resolve 99% of issues without requiring City intervention. In the rare event City involvement
is needed, we provide all supporting documentation and code references to aid in swift decision -making.
3. Continuous Improvement
All issues —regardless of scale —are reviewed internally to identify process improvements and prevent
recurrence.
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5.6: Equipment Listing
For plan review, inspection, and other services, JLee Engineering will provide the staff with necessary
equipment/software to perform the work.
The equipment/software may include, but not limited to, laptop computers, cell phones, (Pads, MS Office
software, and Bluebeam Revu.
6. Demonstrated Responsiveness to Request for Service Needs
For each client, we provide building and safety services in response to the service or staff
augmentation requests by following the client specific processes. The services include:
• Off -site plan review
• Staff Augmentation - On -site plan review staff
• Staff Augmentation - Inspections and Permit Technicians
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EXHIBIT B
SCHEDULE OF BILLING RATES
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COST PROPOSAL
The following is the fee schedule for the Building Plan Review, Permit Technicians, 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
Plan Check Engineer
Sr. Plan Examiner
Plan Examiner
Fire Plan Review
Structural Engineer (S.E.)
Certified Access Specialist (CASp)
Geologist
Geotechnical Engineer
B. Structural Review Services
Structural Engineer (S.E.)
C. Building Inspection Services
Senior Inspector
Inspector
D. Building Permit Technician Services
Permit Technician
$145.00
(All disciplines)
$135.00
(All disciplines)
$120.00
(All disciplines)
$110.00
(All disciplines)
$145.00
$165.00
$155.00
$155.00
$155.00
$165.00
$120.00
$110.00
$75.00
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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 2n1
recheck will be based on the hourly rates.
III. Standard Hourly Rates
The following is the standard hourly rates for all other services:
Sr. Plan Check Engineer
$145.00
(All disciplines)
Plan Check Engineer
$135.00
(All disciplines)
Sr. Plan Examiner
$120.00
(All disciplines)
Plan Examiner
$110.00
(All disciplines)
Permit Technician
$75.00
Administration Service
$65.00
Senior Inspector $120.00
Inspector $110.00
Fire Plan Review $145.00
Structural Engineer (S.E.) $165.00
Certified Access Specialist (CASp) $155.00
Geologist $155.00
Geotechnical Engineer $155.00
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 and employees.
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 two million dollars ($2,000,000) per
occurrence, four million dollars ($4,000,000) 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
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.
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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
two million dollars ($2,000,000) per claim and four million dollars
($4,000,000) 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
and employees 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
and employees 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:
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
J. Lee Engineering, Inc. Page C-2
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
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.
J. Lee Engineering, Inc. Page C-3
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
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