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HomeMy WebLinkAboutItem No. 07 On-Call Building Plan Check & Permitting Services AgreementsCity Council Agenda Report City of Lake Elsinore 130 South Main Street Lake Elsinore, CA 92530 www.lake-elsinore.org File Number: ID# 21-251 Agenda Date: 7/27/2021 Status: Approval FinalVersion: 1 File Type: Council Consent Calendar In Control: City Council / Successor Agency Agenda Number: 7) On-Call Building Plan Check and Permitting Services Agreements Authorize the City Manager to execute contract services agreements with Scott Fazekas and Associates, LLC and Interwest Consulting Group, Inc. not to exceed $250,000 per firm per fiscal year, in such final form as approved by the City Attorney. Page 1 City of Lake Elsinore Printed on 7/22/2021 Page 1 of 2 REPORT TO CITY COUNCIL To: Honorable Mayor and Members of the City Council From: Jason Simpson, City Manager Prepared by: Justin Kirk, AICP, Assistant Community Development Director Date: July 27, 2021 Subject: On-Call Building Plan Check and Permitting Services Agreements Recommendation Authorize the City Manager to execute contract services agreements with Scott Fazekas and Associates, LLC and Interwest Consulting Group, Inc. not to exceed $250,000 per firm per fiscal year, in such final form as approved by the City Attorney. Background The City of Lake Elsinore’s Community Development Department, as a part of the development process, requires a review of private development projects for compliance with Conditions of Approval, City Ordinances, City Standards, and the California Building Code (CBC). Adherence to these requirements ensures that structures are safe for the types of occupancies required by the proposed types of use of structures. Because the need for these services is dependent on the activity level of development, the City uses City Staff and contract firms that have the flexibility to provide staff to accommodate the fluctuation in workload. The City’s existing on-call building plan check and permitting agreement with Scott Fazekas and Associates, LLC was executed in 2015 and expired on June 30, 2021. Discussion The request for proposal (RFP) for on-call building plan check and permitting services were advertised on April 14, 2021, and concluded on May 15, 2021, via the City’s electronic bidding portal PlanetBids. In response to the RFP, the City received eight (8) bids from:  4LEAF, Inc.  Bureau Veritas  CSG Consultants, Inc.  Interwest Consulting Group, Inc.  M+R Engineering Consultants, Inc.  Scott Fazekas & Associates, Inc  TRB and Associates, Inc.  True North Compliance Services, Inc. On-Call Contract Building Plan Check Services 07/27/2021 Page 2 of 2 Staff has reviewed the bids and has found them to be responsive and consistent with the requirements of the RFP. Review of the RFP centered on the quality and thoroughness of the proposal, qualifications/experience of staff, working experience within the City, cost and references. Based upon this review, staff has recommended Scott Fazekas and Associates, LLC and Interwest Consulting Group, Inc.. The basis of the recommendation of these vendors includes the following:  Provided the most cost effective approach  Service response times and plan check turn around times were consistent with City policies  Proposals were the most responsive and provided an appropriate delivery of service  City staff’s positive experience with previous services provided to the City  Known reliability of the selected firms in providing services Staff is recommending awarding two (2) agreements to ensure that there is adequate service coverage due to an increasingly demanding environment both within the City and in surrounding communities. Environmental Review Entering into a contract for on-call building plan check and permitting services is not a “Project” as defined under Section 15378 of the California Environmental Quality Act, and CEQA Guidelines; and is therefore not subject to environmental review according to CEQA Guideline Section 15060(c)(3). Fiscal Impact The cost of plan check services is paid for by applicants requesting building permits and as such there are no General Funds allocated or used in the processing of the plan checks. All staff administrative time and consultant costs are paid by the applicant. Exhibits A – RFP B – Contract Services Agreement – Scott Fazekas and Associates, LLC C – Contract Services Agreement – Interwest Consulting Group, Inc. D – RFP Response – Scott Fazekas and Associates, LLC E – RFP Response – Interwest Consulting Group, Inc. Request for Proposals (RFP) Building Plan Check and Permitting Services City of Lake Elsinore 130 S. Main Street Lake Elsinore, CA 92530 (951) 674-3124 April 14, 2021 Proposals Due: 4:00 pm, Friday, May 14, 2021 RFP- Building Plan Check and Permitting Services City of Lake Elsinore Page | 1 April 12, 2021 Request for Proposals (RFP) Building Plan Check and Permitting Services Table of Contents I. Introduction Pg. 2 II. Project Location and Background Pg. 3 III. Scope of Work Pg. 6 IV. General Conditions Pg. 7 V. Proposal Content and Organization Pg. 9 VI. Proposal Evaluation and Consultant Selection Pg. 11 ATTACHMENTS: A. SAMPLE City of Lake Elsinore Professional Services Agreement RFP- Building Plan Check and Permitting Services City of Lake Elsinore Page | 2 April 12, 2021 REQUEST FOR PROPOSALS Building Plan Check and Permitting Services I. Introduction The City of Lake Elsinore (City) is seeking qualified firms (Consultants) to submit proposals demonstrating the ability to perform professional building plan check and permitting services on an “on-call” basis. The term of the contract will be three (3) years with options to extend an additional two (2) years. This document outlines the requirements, selection process and documentation necessary to submit a proposal in response to this RFP. No proposer shall discriminate in employment practices based on race, color, national origin, ancestry, disability, gender, or religion. No qualified handicapped person shall, based on handicap, be excluded from participating in, be denied the benefits of, or otherwise be subjected to discrimination in any matter leading to the award of contract. All proposals will be compared based on understanding the scope of work to be performed, methods and procedures to be used, management, personnel and experience, and consultation and coordination with the City of Lake Elsinore. If your firm is interested and qualified, please submit five (5) hard copies and one (1) electronic copy of your Proposal on Friday, May 14, 2021, by 4:00 p.m. to: City of Lake Elsinore Community Development Department Attn: Justin Kirk, Assistant Community Development Director City of Lake Elsinore 110 South Main Street Lake Elsinore, CA 93458 Proposal shall be clearly labeled “Proposal for Professional Services – City of Lake Elsinore Building Plan Check and Permitting Services.” Please provide your Cost Proposal in a separate sealed envelope. Any changes, additions, or deletions to this Request for Proposal will be in the form of written addenda issued by the City to all qualified firms. Should you have any questions on the proposal please provide them via email to Justin Kirk, Assistant Community Development Director at jkirk@lake-elsinore.org no later than Monday April 26, 2021. All responses to questions will be in the form of written addenda issued by the City no later than April 30, 2021. RFP- Building Plan Check and Permitting Services City of Lake Elsinore Page | 3 April 12, 2021 II. Project Location and Background Nestled at the foot of the Cleveland National Forest, within the southwest portion of Riverside County, lies the City of Lake Elsinore (City). The City boasts that Lake Elsinore is the largest natural lake in southern California, a true recreational paradise for boating, wakeboarding, parasailing, fishing, water skiing, jet skiing, windsurfing, camping at local campgrounds and RV resorts, sunbathing, picnicking, or playing on the beaches. The Lake is bound by wetlands, ancient petroglyphs, sacred burial grounds, and the Diamond Stadium, which is home to the Lake Elsinore Storm Professional Baseball Team, an affiliate of the San Diego Padres. Its world- famous thermal winds create ideal conditions for skydiving, hang-gliding, sailplaning, and hot-air ballooning. Lake Elsinore is rapidly becoming the ideal place to live, work, and play in the Inland Empire. The duality of quality of life and prosperity for all residents is the common vision and goal for the City. As such, this community recognizes its rich history, appreciates its setting amid the rolling hills, and values its resources, while reaching for the future and realizing that its future is today. The City encompasses approximately 39 square miles with a Sphere of Influence (SOI) covering over 68 square miles. Interstate 15 (I-15) provides north-south regional access to the City.State Route 74 (SR-74) extends in a northeast to southeast direction through the City and connect I-15 to the Ortega Highway. Surrounding cities include Canyon Lake and Menifee to the east and Wildomar to the south. The City of Lake Elsinore is also bordered to the north, east and southwest by unincorporated lands within the County of Riverside. United States Forest Service lands within the Cleveland National Forest border the City to the west. Along the I-15 corridor, the city of Corona is approximately twenty miles to the north and the cities of Murrieta and Temecula are within ten miles to the south. The city of Perris is within ten miles to the northeast of the City along the SR-74 corridor. The City is an actively developing community averaging 500 permits issued for new residential units, new 100,000sf of industrial buildings and 50,000sf of commercial building. The Community is gearing up an extensive development push in the upcoming years. RFP- Building Plan Check and Permitting Services City of Lake Elsinore Page | 4 April 12, 2021 RFP- Building Plan Check and Permitting Services City of Lake Elsinore Page | 5 April 12, 2021 RFP- Building Plan Check and Permitting Services City of Lake Elsinore Page | 6 April 12, 2021 III. Scope of Work The selected Consultant will report to, and operate under, the direction of City of Lake Elsinore staff, and shall provide services noted below: 1. Performance of plan checking and inspection services in a diligent and professional manner in accordance with standard practice for such services. 2. Performance of plan checking and inspection services at the Plan Checker’s own office, at project sites, and in the City as needed. 3. Performing an independent evaluation of the applicant’s estimate of the value of the construction project and immediately informing the Building Official or designee if there is a discrepancy between the applicant’s estimate and the City’s or industry standards and practices. 4. Providing to the City a punch list including all plan check comments for each submittal and re-submittal of plans. 5. Interfacing with permits applicants or their representatives to clarify plan check comments as required. 6. Signing all approved plans as the “plans examiner of record” in accordance with standard Building Department practice. 7. Perform all plan check services within fourteen calendar days for first round review and seven (7) days all subsequent reviews. 8. Meeting with City representatives and /or permit applicants or their representatives to review requirements of governing codes for projects in preliminary design or working drawing stages. 9. Performing qualified building, combination and other trade inspections on an as needed, assigned or regular basis on residential, commercial and industrial projects, and perform Permit Center counter work as needed. 10. Entering plan check comments and inspection results into the City’s permitting software system, the City employs the Energov system. 11. Provide technical advice to City personnel related to all matters of engineering, including but not limited to Disabled Access, current building code requirements, State and Federal regulations, and structural engineering. The selected Consultants will be expected to commence services on July 1, 2021, as needs arise. RFP- Building Plan Check and Permitting Services City of Lake Elsinore Page | 7 April 12, 2021 IV. GENERAL CONDITIONS Limitations This Request for Proposals (RFP) does not commit the City to award a contract, to pay any costs incurred in the preparation of the proposal in response to this request, or to procure or contract for services or supplies. The City expressly reserves the right to reject any and all proposals or to waive any irregularity or information in any proposal or in the RFP procedure and to be the sole judge of the responsibility of any proposer and of the suitability of the materials and/or services to be rendered. The City reserves the right to withdraw this RFP at any time without prior notice. Further, the City reserves the right to modify the RFP schedule described above. Inquiries and Responses All questions pertaining to this RFP shall be submitted in writing Justin Kirk, Assistant Community Development Director at jkirk@lake-elsinore.org. The deadline for submitting questions is 5:00 pm on Monday, April 26, 2021. The question and its response will be forwarded via email to all potential proposers. Bidders are specifically directed not to contact any other City personnel for meetings, conferences, or technical discussions related to this Request for Proposals. Failure to adhere to this policy may be grounds for rejection of proposal. The City of Lake Elsinore will not be responsible for oral interpretations given by any City employee, representative, or others. Bidders are cautioned that any statements made that materially change any portion of the proposal documents shall not be relied upon unless subsequently ratified by a formal written amendment to the proposal document. The issuance of a written addendum is the only official method whereby interpretation, clarification, or additional information can be given. Any changes, additions, or deletions to this Request for Proposal will be in the form of written addenda issued by the City. Addenda will be sent via email to all potential proposers. The City is not responsible for the failure of any prospective proposer to receive such addenda. All addenda so issued shall become a part of this Request for Proposal. Pre‐contractual Expense Pre‐contractual expenses are defined as expenses incurred by proposers and selected contractor in: 1. Preparing proposals in response to this RFP; 2. Submitting proposals to City; 3. Negotiations with City on any matter related to proposals; and 4. Other expenses incurred by a contractor or proposer prior to the date of award of any agreement. In any event, the City shall not be liable for any pre‐contractual expenses incurred by any proposer or selected contractor. Proposers shall not include any such expenses as part of the price proposed in response to this RFP. The City shall be held harmless and free from any and all liability, claims, or expenses whatsoever incurred by, or on behalf of, any person or organization responding to this RFP. RFP- Building Plan Check and Permitting Services City of Lake Elsinore Page | 8 April 12, 2021 Business License Possession of a City of Lake Elsinore Business License is not required to submit a proposal in response to this invitation. However, Consultant shall be required to possess, at its own expense, a valid and current City of Lake Elsinore Business License prior to execution of an agreement. Proprietary Information The proposals received shall become the property of the City of Lake Elsinore and are subject to public disclosure. Proposers are to indicate any restrictions on the use of data contained in their responses. Those parts of a proposal which are defined by the bidder as business or trade secrets, as that term is defined in California Government Code, Section 6254.7, and are reasonably marked as "Trade Secrets", "Confidential" or "Proprietary" shall only be disclosed to the public if such disclosure is required or permitted under the California Public Records Act or otherwise by law. Proposers who indiscriminately and without justification identify most or all, of their proposal as exempt from disclosure may be deemed non‐responsive. Dispute Resolution The RFP protest and dispute resolution process shall be in accordance with 49 CFR 18.36(b)(12). Contract Requirements Using the City’s standard Professional Services Agreement (See RFP Attachment A – SAMPLE City of Lake Elsinore Professional Services Agreement.), the selected consultant must enter into a Professional Services Agreement with the City for provisions related to compensation, conflict of interest, indemnification, insurance, etc. The scope and budget to complete the study will be incorporated into the professional services agreement. The Consultant has total responsibility for the accuracy and completeness of all work. While the City may review for quality, completeness and conformity, the responsibility for accuracy and completeness of such items remains solely that of the Consultant. Insurance Requirements The consultant shall obtain, at its own cost, insurance coverage meeting the City’s requirements, as set forth in the City’s standard Professional Services Agreement (See RFP Attachment A – SAMPLE City of Lake Elsinore Professional Services Agreement. Method of Payment For all services rendered as described in the Scope of Work (including all labor, equipment, materials, and expenses). Each invoice submitted for payment shall contain a brief description of the work billed on that invoice, total billed to date, total paid to date and amount remaining. RFP- Building Plan Check and Permitting Services City of Lake Elsinore Page | 9 April 12, 2021 V. PROPOSAL CONTENT AND ORGANIZATION The Proposal, consisting of five (5) hard copies and one (1) electronic copy must be received by mail, recognized carrier, or hand delivered no later than 4:00 p.m. on Friday, May 14, 2021. Late Proposals will not be considered and will be returned, unopened. Proposal shall be addressed to: City of Lake Elsinore Community Development Department Attn: Justin Kirk, Assistant Community Development Director 130 South Main Street Lake Elsinore, CA 92530 Proposal shall be clearly labeled: (Proposer’s Name) PROPOSAL: Professional Services Building Plan Check and Permitting Services Cost Proposal shall be submitted in a SEPARATE SEALED ENVELOPE. All proposals received prior to the date and time specified above for receipt may be withdrawn or modified by written request of the proposer. To be considered, the modification must be received in writing, and in the same number of copies as the original proposal, prior to the date and time specified for receipt of proposals. Until award of the contract, the proposals shall be held in confidence and shall not be available for public review. The scope of work will be presented to the City Council in conjunction with the Council approval of consultant selection. Upon award of a contract to the successful proposer, all proposals shall be public records. No proposal shall be returned after the date and time set for opening thereof. Proposal / Award Schedule Request for Proposal Issued April 14, 2021 Final Written Questions Due April 26, 2021 Final Addendum Issued By April 30, 2021 Request for Proposal Due May 14, 2021 Request for Proposal Review/Interviews as Needed May 17, 2021-May 28, 2021 Contract award June 13, 2021 Proposal Content and Organization The organization of the proposal should follow the general outline below. Each proposal should consist of 1. Cover Letter – Indicate interest and commitment to perform on-call services for the City of Lake Elsinore. Include contact information (physical address, telephone, fax and email RFP- Building Plan Check and Permitting Services City of Lake Elsinore Page | 10 April 12, 2021 address) for the primary person responsible for your RFP who will be the point of contact for the City on all correspondence and communications pertaining to the RFP. 2. Relevant Experience – List projects completed by the Consultant(s) relevant to the scope of services listed above completed in the last five years. Discuss the Consultant(s) uniqueness to best perform these on-call services for the City. 3. Key Team Member Experiences – Identify key team members of the Consultant(s) that may be available to assist the City of Lake Elsinore as part of this proposal. Summarize each person’s experience and include their resume in the Appendix. 4. Current Clients/Projects – Provide a list of all clients doing business with the Consultant(s) in the past 12 months and identify any projects within the City of Lake Elsinore in the past 12 months. 5. City’s Contract – Provide a statement indicating agreement with the content of the City’s Professional Services Agreement (Attachment A). If no exceptions are indicated, then the consultant will be deemed to have accepted the City’s agreement form without deviation. 6. References – Provide 5 client references relevant to the scope of services listed above (5 names, titles, current email addresses, and phone numbers). 7. Cost Proposal – This section of the proposal shall include a percentage of the plans check fee collected by the City of Hayward as well as an hourly fee for in-progress changes and an hourly fee for permit technician, inspections services and other related services. 8. Appendix – Consultant(s) brochure with background information (if available) and key team member resumes. RFP- Building Plan Check and Permitting Services City of Lake Elsinore Page | 11 April 12, 2021 VI. PROPOSAL EVALUATION and CONSULTANT SELECTION The City will review all proposals received as part of a structured evaluation process. For each decision point in the process, the City will evaluate proposers according to specific criteria and will then elevate a certain number of proposers to compete in the next level. The sole purpose of the proposal evaluation process is to determine which solution best meets the City’s needs. The evaluation process is not meant to imply that one proposer is superior to any other, but rather that the selected proposer can provide and has proposed the best solution and implementation approach for the City’s current and future plan check needs. A review committee will evaluate all responses to the RFP that meet the submittal requirements and deadline. Submittals that do not meet the requirement or deadline will not be considered. The review committee will rank the proposals and may arrange interviews with the finalist(s) prior to selection. The review committee will use the following criteria to evaluate the proposals: 1. Quality and thoroughness of the proposal 2. Quality and thoroughness of the interview (if applicable) 3. Qualifications/experience of staff 4. Cost Proposal 5. References (include at least 3 local municipalities) The City reserves the right to accept or reject any or all proposals, or to alter the selection process in any way, to postpone the selection process for its own convenience at any time, and to waive any informality in the proposals. The City retains the right at its sole discretion to select a consultant. All proposals submitted in response to this RFP become the property of the City and public records and, as such, may be subject to public review. The City reserves the right to cancel, in part or in its entirety, this RFP including, but not limited to selection procedures, submittal date, and submittal requirements. If the City cancels or revises the RFP, all interested firms will be notified. The City will evaluate proposals based upon the Consultant's proven ability to comply with the specifications contained herein, as well as price. In submitting a proposal, Consultant acknowledges that the City shall have the sole and final right to determine if a bid follows these specifications. The City will evaluate proposals and make an award to the firm whose proposal is in the best interest of the City. The City reserves the right to reject any and all proposals, to contract work with whomever and in whatever manner the City decides, to abandon the work entirely and to waive any informality or non-substantive irregularity as the interest of the City may require and to be the sole judge of selection process. The City also reserves the right to negotiate separately in any manner to serve the best interest of the City. BPCS RFP Attachment A Page 1 AGREEMENT FOR PROFESSIONAL SERVICES TBD Building Plan Check and Permitting Services This Agreement for Professional Services (the “Agreement”) is made and entered into as of Click or tap to enter a date., by and between the City of Lake Elsinore, a municipal corporation (‘‘City") and Click or tap here to enter text., a Click or tap here to enter text. ("Consultant"). RECITALS A. The City has determined that it requires the following professional services: Building Plan Check and Permitting Services B. Consultant has submitted to City a proposal, dated Click or tap to enter a date., attached hereto as Exhibit A (“Consultant’s Proposal”) and incorporated herein, to provide professional services to City pursuant to the terms of this Agreement. C. Consultant possesses the skill, experience, ability, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein. D. City desires to retain Consultant to perform the services as provided herein and Consultant desires to provide such professional services as set forth in this Agreement. AGREEMENT 1. Scope of Services. Consultant shall perform the services described in Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and in the manner specified in Consultant’s Proposal, subject to the direction of the City through its staff that it may provide from time to time. 2. Time of Performance. a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the professional services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Consultant’s Proposal (Exhibit A). b. Performance Schedule. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by Consultant, extensions to the time period(s) specified may be approved in writing by the City Manager. Page 2 c. Term. The term of this Agreement shall commence upon execution of this Agreement and shall continue until the services and related work are completed in accordance with the Consultant’s Proposal (Exhibit A). 3. Compensation. Compensation to be paid to Consultant shall be in accordance with the fees set forth in Consultants’ Proposal (Exhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant’s compensation exceed Click or tap here to enter text. dollars (Click or tap here to enter text.) without additional written authorization from the City. Notwithstanding any provision of Consultant’s Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment. 4. Method of Payment. Consultant shall promptly submit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Consultant’s bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides services. Consultant’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff. 5. Background Checks. At any time during the term of this Agreement, the City reserves the right to make an independent investigation into the background of Consultant’s personnel who perform work required by this Agreement, including but not limited to their references, character, address history, past employment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Consultant’s prospective or then current personnel is deemed objectionable, then the City may notify Consultant of the same. Consultant shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker. 6. Suspension or Termination. a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement. b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section entitled “Method of Payment” herein. Page 3 7. Plans, Studies, Documents. a. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports, plans, studies, documents and other writings to City upon written request. City shall have sole determination of the public’s rights to documents under the Public Records Act, and any third- party requests of Consultant shall be immediately referred to City, without any other actions by Consultant. b. Licensing of Intellectual Property. This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require that all subcontractors agree in writing that City is granted a nonexclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk. c. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City’s name or insignia, photographs relating to project for which Consultant’s services are rendered, or any publicity pertaining to the Consultant’s services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 8. Consultant’s Books and Records. a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or 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 to this Agreement. Page 4 b. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant’s address indicated for receipt of notices in this Agreement. d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant’s business, City may, by written request by any of the above-named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant’s representatives, or Consultant’s successor-in-interest. 9. Independent Contractor. a. Consultant is and shall at all times remain as to the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant’s officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and local laws, codes, ordinances and regulations to the contrary and except for the fees paid to Consultant as provided in the Agreement, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits. 10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City. 11. Interests of Consultant. Consultant (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered Page 5 by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant’s services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement. Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant: a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).) 12. Professional Ability of Consultant. City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant’s field of expertise. 13. Compliance with Laws. a. Consultant shall comply with all local, state and federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Consultant and/or its employees, officers, or board members. b. Consultant represents that it has obtained and will maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services described in this Agreement, including a City business license. 14. Licenses. Consultant represents and warrants to City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business license. 15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of Page 6 law arises from the sole negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration. 16. Insurance Requirements. a. Insurance. Consultant, at Consultant’s own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager, the following insurance policies. i. Workers’ Compensation Coverage. Consultant shall maintain Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance with the laws of the State of California for all of the subcontractor’s employees. Any notice of cancellation or non-renewal of all Workers’ Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant for City. In the event that Consultant is exempt from Worker’s Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California, Consultant shall submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney. ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Required commercial general liability coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage. Page 7 iii. Automobile Liability Coverage. Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence. Automobile liability coverage must be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may be attached limiting the coverage. iv. Professional Liability Coverage. Consultant shall maintain professional errors and omissions liability insurance appropriate for Consultant’s profession for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant’s services under this Agreement, whether such services are provided by the Consultant or by its employees, subcontractors, or sub consultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best’s rating of no less than A:VII and shall be endorsed with the following specific language: i. Notwithstanding any inconsistent statement in any required insurance policies or any subsequent endorsements attached thereto, the protection offered by all policies, except for Workers’ Compensation, shall bear an endorsement whereby it is provided that, the City and its officers, employees, servants, volunteers and agents and independent contractors, including without limitation, the City Manager and City Attorney, are named as additional insureds. Additional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages. ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company. iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers. vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City. Page 8 c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City’s option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. 17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section. If to City: City of Lake Elsinore Attn: City Manager 130 South Main Street Lake Elsinore, CA 92530 With a copy to: City of Lake Elsinore Attn: City Clerk 130 South Main Street Lake Elsinore, CA 92530 If to Consultant: Click or tap here to enter text. Attn: Click or tap here to enter text. Click or tap here to enter text. Click or tap here to enter text. 18. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors listed in Exhibit B. Consultant shall be fully responsible to City for all acts or omissions of any subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit B without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law. 19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement. 20. Litigation Expenses and Attorneys’ Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys’ fees. Page 9 21. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation. 22. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 23. 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 of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. 24. Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. Consultant agrees to fully comply with all applicable federal and state labor laws (including, without limitation, if applicable, the Prevailing Wage Laws). It is agreed by the parties that, in connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non-payment of prevailing wages under California law, and Consultant hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement. 25. 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. 26. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside. 27. Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to Page 10 make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behalf of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non- monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement. 28. Counterparts. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart. 29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the obligations described herein. All prior or contemporaneous understandings, agreements, representations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Consultant’s Proposal is incorporated only for the description of the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the event of conflict, this Agreement shall take precedence over those contained in the Consultant’s Proposal. 30. 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. [Signatures on next page] Page 11 IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above. Click or tap here to enter text. “CITY” CITY OF LAKE ELSINORE, a municipal corporation City Manager ATTEST: City Clerk APPROVED AS TO FORM: City Attorney Risk Manager “CONSULTANT” Click or tap here to enter text., a Click or tap here to enter text. By: Click or tap here to enter text. Its: Click or tap here to enter text. Attachments: Exhibit A – Consultant’s Proposal Exhibit B – List of Subcontractors EXHIBIT A EXHIBIT A CONSULTANT’S PROPOSAL [ATTACHED] EXHIBIT B EXHIBIT B LIST OF SUBCONTRACTORS [ATTACHED] AGREEMENT FOR PROFESSIONAL SERVICES SCOTT FAZEKAS & ASSOCIATES, INC ON CALL BUILDING PLAN CHECK AND PERMITTING SERVICES This Agreement for Professional Services (the “Agreement”) is made and entered into as of ________, by and between the City of Lake Elsinore, a municipal corporation (‘‘City") and Scott Fazekas & Associates, Inc., a California Corporation ("Consultant"). RECITALS A. The City has determined that it requires the following professional services: On Call Building Plan Check and Permitting Services. B. Consultant has submitted to City a proposal, dated May 14, 2021, attached hereto as Exhibit A (“Consultant’s Proposal”) and incorporated herein, to provide professional services to City pursuant to the terms of this Agreement. C. Consultant possesses the skill, experience, ability, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein. D. City desires to retain Consultant to perform the services as provided herein and Consultant desires to provide such professional services as set forth in this Agreement. AGREEMENT 1. Scope of Services. Consultant shall perform the services described in Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and in the manner specified in Consultant’s Proposal, subject to the direction of the City through its staff that it may provide from time to time. 2. Time of Performance. a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the professional services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Consultant’s Proposal (Exhibit A). b. Performance Schedule. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by Consultant, extensions to the time period(s) specified may be approved in writing by the City Manager. Page 2 c. Term. The term of this Agreement shall commence upon execution of this Agreement and, unless earlier terminated as provided elsewhere in this agreement, shall continue in full force until June 30, 2024. The City may, at its discretion, extend the term of this Agreement on a 12-month basis, not to exceed two (2) additional twelve month renewal terms by giving written notice thereof to Consultant not less than thirty (30) days before the end of the contract term, such notice to be exercised by the City Manager. 3. Compensation. Compensation to be paid to Consultant shall be in accordance with the fees set forth in Consultants’ Proposal (Exhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant’s compensation exceed $250,000 dollars (two hundred and fifty thousand dollars, per fiscal year) without additional written authorization from the City. Notwithstanding any provision of Consultant’s Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment. 4. Method of Payment. Consultant shall promptly submit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Consultant’s bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides services. Consultant’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff. 5. Background Checks. At any time during the term of this Agreement, the City reserves the right to make an independent investigation into the background of Consultant’s personnel who perform work required by this Agreement, including but not limited to their references, character, address history, past employment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Consultant’s prospective or then current personnel is deemed objectionable, then the City may notify Consultant of the same. Consultant shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker. 6. Suspension or Termination. a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement. b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section entitled “Method of Payment” herein. Page 3 7. Plans, Studies, Documents. a. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports, plans, studies, documents and other writings to City upon written request. City shall have sole determination of the public’s rights to documents under the Public Records Act, and any third- party requests of Consultant shall be immediately referred to City, without any other actions by Consultant. b. Licensing of Intellectual Property. This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require that all subcontractors agree in writing that City is granted a nonexclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk. c. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City’s name or insignia, photographs relating to project for which Consultant’s services are rendered, or any publicity pertaining to the Consultant’s services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 8. Consultant’s Books and Records. a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or 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 to this Agreement. Page 4 b. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant’s address indicated for receipt of notices in this Agreement. d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant’s business, City may, by written request by any of the above-named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant’s representatives, or Consultant’s successor-in-interest. 9. Independent Contractor. a. Consultant is and shall at all times remain as to the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant’s officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and local laws, codes, ordinances and regulations to the contrary and except for the fees paid to Consultant as provided in the Agreement, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits. 10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City. 11. Interests of Consultant. Consultant (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered Page 5 by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant’s services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement. Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant: a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).) 12. Professional Ability of Consultant. City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant’s field of expertise. 13. Compliance with Laws. a. Consultant shall comply with all local, state and federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Consultant and/or its employees, officers, or board members. b. Consultant represents that it has obtained and will maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services described in this Agreement, including a City business license. 14. Licenses. Consultant represents and warrants to City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business license. 15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation Page 6 of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises from the sole negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration. 16. Insurance Requirements. a. Insurance. Consultant, at Consultant’s own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager, the following insurance policies. i. Workers’ Compensation Coverage. Consultant shall maintain Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance with the laws of the State of California for all of the subcontractor’s employees. Any notice of cancellation or non-renewal of all Workers’ Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant for City. In the event that Consultant is exempt from Worker’s Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California, Consultant shall submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney. ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Required commercial general liability coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage. Page 7 iii. Automobile Liability Coverage. Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence. Automobile liability coverage must be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may be attached limiting the coverage. iv. Professional Liability Coverage. Consultant shall maintain professional errors and omissions liability insurance appropriate for Consultant’s profession for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant’s services under this Agreement, whether such services are provided by the Consultant or by its employees, subcontractors, or sub consultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best’s rating of no less than A:VII and shall be endorsed with the following specific language: i. Notwithstanding any inconsistent statement in any required insurance policies or any subsequent endorsements attached thereto, the protection offered by all policies, except for Workers’ Compensation, shall bear an endorsement whereby it is provided that, the City and its officers, employees, servants, volunteers and agents and independent contractors, including without limitation, the City Manager and City Attorney, are named as additional insureds. Additional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages. ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company. iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers. vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City. Page 8 c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City’s option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement 17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section. If to City: City of Lake Elsinore Attn: City Manager 130 South Main Street Lake Elsinore, CA 92530 With a copy to: City of Lake Elsinore Attn: City Clerk 130 South Main Street Lake Elsinore, CA 92530 If to Consultant: Scott Fazekas and Associates, Inc Attn: Scott Fazekas 9 Corporate Park, Suite 200 Irvine, CA 92606 18. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors listed in Exhibit B. Consultant shall be fully responsible to City for all acts or omissions of any subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit B without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law. 19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement. 20. Litigation Expenses and Attorneys’ Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys’ fees. Page 9 21. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation. 22. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 23. 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 of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. 24. Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. Consultant agrees to fully comply with all applicable federal and state labor laws (including, without limitation, if applicable, the Prevailing Wage Laws). It is agreed by the parties that, in connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non-payment of prevailing wages under California law, and Consultant hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement. 25. 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. 26. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside. 27. Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to Page 10 make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behalf of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non- monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement. 28. Counterparts. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart. 29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the obligations described herein. All prior or contemporaneous understandings, agreements, representations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Consultant’s Proposal is incorporated only for the description of the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the event of conflict, this Agreement shall take precedence over those contained in the Consultant’s Proposal. 30. 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. [Signatures on next page] Page 11 IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above. “CITY” CITY OF LAKE ELSINORE, a municipal corporation ___________________________________ City Manager ATTEST: ___________________________________ City Clerk APPROVED AS TO FORM: ___________________________________ City Attorney ___________________________________ Risk Manager “CONSULTANT” Scott Fazekas & Associates, Inc, a California corporation. ___________________________________ By: Scott Fazekas Its: President Attachments: Exhibit A - Consultant’s Proposal Page 12 EXHIBIT A CONSULTANT’S PROPOSAL [ATTACHED] AGREEMENT FOR PROFESSIONAL SERVICES INTERWEST CONSULTING GROUP, LLC ON CALL BUILDING PLAN CHECK AND PERMITTING SERVICES This Agreement for Professional Services (the “Agreement”) is made and entered into as of _______, by and between the City of Lake Elsinore, a municipal corporation (‘‘City") and Interwest Consulting Group, LLC, a California Corporation ("Consultant"). RECITALS A. The City has determined that it requires the following professional services: On Call Building Plan Check and Permitting Services. B. Consultant has submitted to City a proposal, dated May 14, 2021, attached hereto as Exhibit A (“Consultant’s Proposal”) and incorporated herein, to provide professional services to City pursuant to the terms of this Agreement. C. Consultant possesses the skill, experience, ability, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein. D. City desires to retain Consultant to perform the services as provided herein and Consultant desires to provide such professional services as set forth in this Agreement. AGREEMENT 1. Scope of Services. Consultant shall perform the services described in Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and in the manner specified in Consultant’s Proposal, subject to the direction of the City through its staff that it may provide from time to time. 2. Time of Performance. a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the professional services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Consultant’s Proposal (Exhibit A). b. Performance Schedule. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by Consultant, extensions to the time period(s) specified may be approved in writing by the City Manager. Page 2 c. Term. The term of this Agreement shall commence upon execution of this Agreement and, unless earlier terminated as provided elsewhere in this agreement, shall continue in full force until June 30, 2024. The City may, at its discretion, extend the term of this Agreement on a 12-month basis, not to exceed two (2) additional twelve month renewal terms by giving written notice thereof to Consultant not less than thirty (30) days before the end of the contract term, such notice to be exercised by the City Manager. 3. Compensation. Compensation to be paid to Consultant shall be in accordance with the fees set forth in Consultants’ Proposal (Exhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant’s compensation exceed $250,000 dollars (two hundred and fifty thousand dollars), per fiscal year without additional written authorization from the City. Notwithstanding any provision of Consultant’s Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment. 4. Method of Payment. Consultant shall promptly submit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Consultant’s bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides services. Consultant’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff. 5. Background Checks. At any time during the term of this Agreement, the City reserves the right to make an independent investigation into the background of Consultant’s personnel who perform work required by this Agreement, including but not limited to their references, character, address history, past employment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Consultant’s prospective or then current personnel is deemed objectionable, then the City may notify Consultant of the same. Consultant shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker. 6. Suspension or Termination. a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement. b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section entitled “Method of Payment” herein. Page 3 7. Plans, Studies, Documents. a. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports, plans, studies, documents and other writings to City upon written request. City shall have sole determination of the public’s rights to documents under the Public Records Act, and any third- party requests of Consultant shall be immediately referred to City, without any other actions by Consultant. b. Licensing of Intellectual Property. This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require that all subcontractors agree in writing that City is granted a nonexclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk. c. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City’s name or insignia, photographs relating to project for which Consultant’s services are rendered, or any publicity pertaining to the Consultant’s services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 8. Consultant’s Books and Records. a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or 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 to this Agreement. Page 4 b. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant’s address indicated for receipt of notices in this Agreement. d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant’s business, City may, by written request by any of the above-named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant’s representatives, or Consultant’s successor-in-interest. 9. Independent Contractor. a. Consultant is and shall at all times remain as to the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant’s officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and local laws, codes, ordinances and regulations to the contrary and except for the fees paid to Consultant as provided in the Agreement, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits. 10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City. 11. Interests of Consultant. Consultant (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered Page 5 by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant’s services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement. Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant: a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).) 12. Professional Ability of Consultant. City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant’s field of expertise. 13. Compliance with Laws. a. Consultant shall comply with all local, state and federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Consultant and/or its employees, officers, or board members. b. Consultant represents that it has obtained and will maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services described in this Agreement, including a City business license. 14. Licenses. Consultant represents and warrants to City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business license. 15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation Page 6 of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises from the sole negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration. 16. Insurance Requirements. a. Insurance. Consultant, at Consultant’s own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager, the following insurance policies. i. Workers’ Compensation Coverage. Consultant shall maintain Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance with the laws of the State of California for all of the subcontractor’s employees. Any notice of cancellation or non-renewal of all Workers’ Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant for City. In the event that Consultant is exempt from Worker’s Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California, Consultant shall submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney. ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Required commercial general liability coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage. Page 7 iii. Automobile Liability Coverage. Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence. Automobile liability coverage must be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may be attached limiting the coverage. iv. Professional Liability Coverage. Consultant shall maintain professional errors and omissions liability insurance appropriate for Consultant’s profession for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant’s services under this Agreement, whether such services are provided by the Consultant or by its employees, subcontractors, or sub consultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best’s rating of no less than A: VII and shall be endorsed with the following specific language: i. Notwithstanding any inconsistent statement in any required insurance policies or any subsequent endorsements attached thereto, the protection offered by all policies, except for Workers’ Compensation, shall bear an endorsement whereby it is provided that, the City and its officers, employees, servants, volunteers and agents and independent contractors, including without limitation, the City Manager and City Attorney, are named as additional insureds. Additional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages. ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company. iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers. vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City. Page 8 c. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the City’s option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement 17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section. If to City: City of Lake Elsinore Attn: City Manager 130 South Main Street Lake Elsinore, CA 92530 With a copy to: City of Lake Elsinore Attn: City Clerk 130 South Main Street Lake Elsinore, CA 92530 If to Consultant: Interwest Consulting Group, Inc. Attn: Ron Beehler, SE, CBO 1500 S. Haven Ave., Suite 220 Ontario, California 91761 18. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors listed in Exhibit B. Consultant shall be fully responsible to City for all acts or omissions of any subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit B without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law. 19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement. 20. Litigation Expenses and Attorneys’ Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys’ fees. Page 9 21. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation. 22. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 23. 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 of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. 24. Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. Consultant agrees to fully comply with all applicable federal and state labor laws (including, without limitation, if applicable, the Prevailing Wage Laws). It is agreed by the parties that, in connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non-payment of prevailing wages under California law, and Consultant hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement. 25. 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. 26. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside. 27. Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to Page 10 make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behalf of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non- monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement. 28. Counterparts. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart. 29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the obligations described herein. All prior or contemporaneous understandings, agreements, representations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Consultant’s Proposal is incorporated only for the description of the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the event of conflict, this Agreement shall take precedence over those contained in the Consultant’s Proposal. 30. 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. [Signatures on next page] Page 11 IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above. “CITY” CITY OF LAKE ELSINORE, a municipal corporation ___________________________________ City Manager ATTEST: ___________________________________ City Clerk APPROVED AS TO FORM: ___________________________________ City Attorney ___________________________________ Risk Manager “CONSULTANT” Interwest Consulting Group, Inc., a California corporation. ___________________________________ By: Ron Beehler, SE, CBO Its: Director, Building Safety Services Attachments: Exhibit A - Consultant’s Proposal Page 12 EXHIBIT A CONSULTANT’S PROPOSAL [ATTACHED] SECTION 7 Cost Proposal Inspection Services We can provide inspection services on an hourly basis using our Schedule of Hourly Billing Rates below. Plan Review Services We offer multiple options for plan review services including plan review services utilizing our hourly rates or plan review services based on a percentage of the plan review fee charged by the City as follows: For complete plan review services, we propose a fee of 68% of the plan check fee charged by the City based on the City’s adopted fee schedule. For structural-only reviews, we propose 40% of the plan check fee charged by the City based on the City’s adopted fee schedule. For partial reviews, such as foundation only, preliminary reviews, code interpretation, review of Alternate Method or Materials, or others, we propose to develop a mutually agreeable fee based on the specific project at hand, or provide services on an hourly basis using the rates listed in our Schedule of Hourly Billing Rates. There is no additional charge for courier or shipping services. For expedited or fast-track projects, we propose a fee of 140% of the above noted fees. Hourly Billing Rates The rates displayed in the fee schedule below reflect Interwest’s current fees. Hourly rates are typically reviewed yearly on July 1 and may be subject to revision unless under specific contract obligations. In addition, there is no charge for shipping, supply, or material costs. Our Schedule of Hourly Billing Rates is for engineering support services and for any unanticipated significant services exceeding the scope of services being proposed that may be requested during the term of the agreement. Classification Hourly Billing Rate Building Safety Services Certified Building Official ......................................................................................................................... 145 Senior Structural Engineer ...................................................................................................................... 140 Licensed Engineer Plans Examiner ......................................................................................................... 130 Senior Plan Review Architect ................................................................................................................... 125 ICC Certified Plans Examiner ................................................................................................................... 100 CASp Plan Review and Inspection Services ............................................................................................ 110 Permit Technician ...................................................................................................................................... 65 Inspector I-III........................................................................................................................................ 75-95* Mileage: Vehicle mileage while performing city services will be charged utilizing the current IRS Vehicle mileage rate. *Billing rate to be negotiated based on training and experience of inspection candidate. PROPOSAL FOR BUILDING PLAN CHECK AND PERMITTING SERVICES City of Lake Elsinore May 14, 2021 :�1,a Sc & Fau6s &Associates, Inc. NFASc4Ptt F's me1c.-as & Asmociatcs, leec. Building Safety for Government May 14, 2021 Mr. Justin Kirk Assistant Community Development Director City of Lake Elsinore 130 S. Main Street Lake Elsinore, CA 92530 Subject: Proposal for Building Plan Check and Permitting Services Dear Mr. Kirk: Scott Fazekas & Associates, Inc. (SFA) appreciates the opportunity to submit this Proposal to the City of Lake Elsinore to provide Building Plan Check Services. SFA is a California Corporation with Sma11/Micro-Business Certification. This Proposal will outline in detail how SFA meets and exceeds all of the City's needs for Plan Review. SFA exclusively serves municipalities to avoid any conflicts of interest and specializes in plan review to maintain the highest quality services in the industry. Our goal and track record is, and has been, to meet the needs of our client agencies as an extension of our client Building Safety Divisions through timely performance, organized systems, quality control, high staff morale, teamwork, and highly credentialed, experienced and trained staff. SFA's owner and manager, Scott Fazekas is authorized to sign this Proposal and will personally commit to providing services which will meet and exceed the City's expectations. SFA has provided plan review services to the City of Lake Elsinore for 25 years. SFA hopes to be considered to provide building plan review services. Sincerely, SCOTT FAZEKAS & ASSOCIATES, INC. Scott R. FazekasIA NCARB CBO LEED AP CAS President 9 Corporate Park, Suite 200, Irvine, CA 92606-5173 - 9491475-2901 - FAX 949 /475-2560 - sfairvine@aol.com An Equal Opportunity Employer TABLE OF CONTENTS 1. COVER LETTER 2. RELEVANT EXPERIENCE 3. KEY TEAM MEMBERS EXPERIENCES 4. CURRENT CLIENTS/PROJECTS & LAKE ELSINORE PROJECTS 5. CITY CONTRACT 6. REFERENCES 7. COST PROPOSAL (SUBMITTED SEPARATELY) 8. APPENDIX SFA's RESUMES Scwbtt 17 nzelcns & Associates, Inc. 2. RELEVANT EXPERIENCE Scott Fazekas & Associates, Inc. (SFA) is a California Corporation founded by Scott Fazekas in June 1996. We are located at 9 Corporate Park, Suite 200, Irvine, CA 92606. It was formed to offer building safety services exclusively to governmental agencies. Mr. Fazekas started and managed identical services for a consulting firm over the 11 years prior to forming SFA, with 12 years of prior municipal building safety experience as a City employee. He began his building safety career 49 years ago in 1972 with the City of Newport Beach Building Department. SFA was established to provide services exclusively to municipal building departments. This not only ensures that no real or perceived conflicts of interest could occur but also provides a specialized operation that is tailored to the exact needs of municipal building departments. The regulations, statutes, new and changing codes and increased pressure to meet shorter time lines, make specializing in plan review an asset to the City of Lake Elsinore. The primary service provided to our clients is plan review. SFA's plan check capabilities are enhanced by our understanding of the roles in a municipal building department which interface with, and rely upon, a competent plan review. SFA appreciates our client's concern for high quality performance and precise communication when utilizing the services of a consultant. Close interaction with the client is considered an essential part of our consulting services. Our commitment to a thorough understanding of the codes and the intent with which they were written permits consistent and proper enforcement while meeting the expectations of the City and earning the respect of the public. All of SFA's plan check staff are licensed Structural Engineers or Civil Engineers which allows SFA the ability to assign the challenging projects to any one of our engineering staff. This expertise allows SFA the ability to balance our workloads and meet obligations without overloading any one engineer. Project Approach The project approach will be to provide the highest quality plan review for the City of Lake Elsinore by applying our tenured, seasoned, well trained and credentialed plan check engineering staff to each plan sent to SFA for review. While this seems like a simple statement, in order to do this, SFA maintains top quality engineers specifically trained and experienced in building safety plan review by providing stability, pride in their work product, compensation, great office space conditions, organized and highly qualified administrative support staff and a family team environment. SFA values employees with long tenure as the consistency and quality of their work product increases with time. All of our staff take pride in the team of which they are a part. Scott Famcicns .o& Associates, Inc. We do not use part-time moonlighting staff who fill in to make extra money and may not be available to talk to or meet with applicants during the workday. We do not have multiple offices to which plans are farmed out. We have employees that have specialized in plan review for over 18 years to as many as 40 years each. SFA's business model has been to focus on building plan review and to maintain a single office location with tenured staff. Scott Fazekas is the sole owner and personally acts as the Liaison for all City needs and continues to have a technical role in plan review; daily interacting with all staff. Key Agency Needs The entire Proposal addresses all the components that as a whole make SFA a high quality solution to the City's needs. Some of the following are highlights which we feel are specifically germane to the RFP. • Exclusively serving municipalities for zero conflict of interest. • Fast turnaround times: 10 working days for initial review; 5 working days for rechecks. Large projects as agreed upon with City but not to exceed four weeks. • Paper or Electronic plan submittal and review options. • Small Business Certified by State of California GSA • Experience of individual plan check staff in this field. • Municipal experience in building departments familiarity with all internal & external agency and division needs. • Excellent references by numerous municipalities. • E-mail of correction lists to City for timely communication. • Quality Control measures practiced to insure a quality work product. SFA incorporates several internal procedures which will: 1) insure better communication with our client agencies and the applicants; 2) achieve plan reviews which are more consistent with the specific policies and needs of our clients; and 3) enhance internal organization and processing. Philosophy Through our experience in providing contract services to governmental agencies, SFA has identified concepts and ideas that are essential for a consultant to possess in order to effectively fulfill the building department requirements of a city or county. They are as follows: The experience and staff to respond to each agency's needs in a timely, efficient and cost effective manner. Administrative and management ability of high caliber to identify problem areas and provide for their correction in a timely and sure manner. The ability to recognize and develop the attributes and strengths of staff members and to utilize them to their full potential. Sciott IT.-izcicnc J% ASStpciates, Inc. • A reputation for quality performance and integrity to successfully administer all aspects of the codes. • Expectations and performance accountability that are established and adhered to. Professional representation on behalf of the client agency in order to maintain good public relations. • Communication with the assigned client agency liaison through meetings, memorandums and status reports. • Coordination with other agencies which require Building Department involvement. • Attendance of key meetings to keep informed on the most recent code administration techniques and procedures. • Attendance at any required meetings, connected with the plan review. SFA does not perform any work for the private sector so no conflict of interest can result during our tenure, allowing SFA staff to be objective in the enforcement of regulations. Financial Stability SFA was founded in 1996 by Scott Fazekas as a California Corporation. There have never been any partners or investors. SFA operates on a cash basis with zero debt. SFA has never required a credit line for payroll or any other expense. We have operated without loans through the 2008- 2009 recession and during the recent COVID conditions. We have not borrowed from the bank or taken any PPP funds. SFA has operated efficiently and responsibly. Scott Fazekas has, and will be, actively involved with insuring that quality services are delivered to the City of Lake Elsinore and will be the primary contact for all communication with the City. Overall Process/Scope of Work Scott Fazekas & Associates, Inc. (SFA) proposes to provide start to finish comprehensive plan review services as -needed when assigned by the City of Lake Elsinore. All of our plan staff are located in our Irvine office which is 42 miles from City Hall. Plans will be picked up from City Hall within 24 hours of notification when in paper format, or will receive the plans electronically when notified by the City when they send a link and the application paperwork. During the review process, once the initial review or resubmittal is plan checked, the plans (paper or electronic format) are sent with plan review comments to the applicant with an electronic copy of the Correction List directly to the City's Building Official and any other desired, designated staff. Also, as an extra service, SFA will copy the Owner with the Correction List as a courtesy. This is discussed further in the Additional Data section. SFA's plan check engineers are available to the applicants by phone, e-mail, in person or virtual meeting via Zoom to discuss any questions prior to resubmittals. Nco t 17:uclans .& Associates, Inc. When the applicant and/or design team have resolved corrections through the resumbittal and recheck process and have shown compliance with all applicable codes, ordinances, state and federal laws and City Policies and Interpretations, SFA will return a Transmittal with 2 sets of approved plans, stamped and signed by SFA, to the City in either paper or electronic format as required. A copy for the Assessor is also included when appropriate depending on the project scope. Communication with Applicants SFA has multiple mediums with which to communicate with applicants during the process. The method selected is intended to be the most convenient, timely, efficient, inclusive to all relevant parties, and which medium the design team has available to them. SFA lists the communication tools currently being utilized in our daily operations: 1, Zoom meetings 2. Conference call dial -ins 3. Combination of Blue beam shared on-line viewing with conference call to discuss plans. 4. On-site meetings 5. Meeting attendance at City Hall 6. Phone 7. Fax 8. E-mail and pdfs Considerations such as the location(s), number of participants, complexity of the subject and even personality of the contacts plays a role in how our method of interaction is selected. Plan Assignment/Routing When plans are received either initially or for recheck, the plans are promptly routed to the plan check engineer with an assignment tag and the due date, so the engineer can schedule their time accordingly. All plan check engineers are paid hourly instead of salaried so they receive pay for all overtime at a rate of 1.5 times regular payroll. No pre -approval is required. This overtime pay system allows them to put in extra time when needed in order to always meet the deadline. A weekly Turnaround Report is run and reviewed by management to verify that all deadlines have been met or exceeded. By assigning work to the engineers quickly, offering automatic overtime pay and reviewing performance reports, SFA consistently meets our deadlines and will do so for the City of Lake Elsinore. Scott Fa melras .I Acctoeintcc, Inc. The Scope of Review provided by SFA covers all the codes mandated for enforcement by the Building Department and are listed as follows: California Building Code, 2019 Edition (And whatever Edition goes into effect as mandated by State Law) California Mechanical Code, 2019 Edition California Plumbing Code, 2019 Edition California Electrical Code, 2019 Edition California Energy Code, 2019 Edition California Residential Code, 2019 All California Adopted Codes City Grading Ordinance All California Statutes which mandate local enforcement All related State and Local Codes adopted by Lake Elsinore as well as future adopted codes and ordinances during the term of the contract term City Policies City Interpretations Plan Review Document Verification The plan reviews also consist of checking the Application against the plans to verify accuracy and consistency of the description, valuation, square footage, construction type, use, and occupancy. In order for the plan checks to reflect the City's specific administrative preferences, policies, interpretations and routing protocols, SFA will customize a Lake Elsinore Correction List Text which insures that specific requirements are not missed. SFA will also maintain a summarized outline of Lake Elsinore's Ordinance requirements and administrative policies that each plan check engineer references. It can be amended at any time by the Building Official by an e-mail or phone call. This enhances plan reviews that are consistent and in accordance with directives of Lake Elsinore's Building Official. Correction List Format To enhance fairness to the designer with the Correction List, the format is such that upon recheck, all the corrections which are resolved by the designer's response are deleted/dropped from the list; only the unresolved items remain. The initial corrections that are unresolved remain in light font for reference with the follow-up correction clarification as to what remains outstanding and why, is typed in bold font. This lets the designer (and owner) see that it is not a new correction that was added but was simply not resolved by the designer, and why. Scott 14 niclam, .& ftmmciatcs, Inc. Scheduling and Tracking SFA's plan log has all the features for flawlessly tracking both routing and review status. It features the ability to provide status reports, statistical reports, performance and management reports. This is available to the City as requested. Our Reports show: • Dates received, reviewed, checked, notified and shipped • Tracking status by UPS or Courier • Plan Check Engineer's name, contact information, where and how to respond and resubmit for recheck • Correction Lists • Special Notes to flag unique project -specific items. SFA also has a condensed Report on our website which is available to the City and Applicants by which the status of a project can easily be checked. Turnaround Time The proposed turnaround times would be: Plan Check Services Maximum Timeframe for Delivery Major Plan Check: 10 Business Days e.g. multi -family residential, commerical and other non-residential project Subsequent & resubmitted plan checks; new 5 Business Days single family house; and simple tenant improvements for non-residential buildings. Minor Plan Check: 10 Business Days e.g. room additions for single family house; detached structures, and re -roofing Grading Plan Check for new construction 10 Business Days Subsequent or resubmitted grading plan 5 Business Days checks Other Services As agreed upon case-by-case Accounting & reporting As needed by City Return of Phone Calls 12-4 hours Unique projects that would be unusually complex and large in scale would be as agreed upon in advance with the City. Scfott F suselcans .Z Asstwintcs, Inc. SFA has worked with our client cities on numerous projects which required preliminary meetings, condensed schedules, phased reviews and tight goals on permit issuance deadlines. Additional Scope Provided by SFA SFA has three (3) CASp professionals on staff. The Certified Access Specialist shows a level of competency in not only California Access Regulations, but in both federal and state laws and how both citizens and the City are affected. Preliminary meetings either virtually or Zoom, at City Hall or on the job site are offered by SFA. These meetings are offered at no additional cost to the City. Phone consultations are available to the City on any topic, regardless of whether or not it's for a project worked on by SFA. Code issues are addressed as a courtesy with no charge. SFA's Office All of SFA's plan review services are based in our Irvine office which is 42 miles from City Hall. Having all of our staff in one office location enhances quality control through: • Creating a team information sharing environment, • Single location of all staff for meetings to train and discuss uniformity • Central location for tracking plans, entering data, typing Corrections, handling phones • No sharing of plan assignments occurs by shipping to other district offices Electronic Tools Some. of the key elements which are relied upon for a plan review operation are 1) Plan Check software and hardware, 2) Plan Correction List development and distribution, 3) Municipal Permit System data, 4) Courier and UPS tracking, 5) e-mail correspondence with the City and applicants, 6) the Custom Designed Plan Log Program and 7) on-line access to client software. 1) SFA has (5) five electronic plan review stations. Each has dual 43" screens with 4K resolution. Bluebeam Revu is our primary software which the plan check engineers prefer to use. Adobe Reader is also available. We also have a digital security stamp through Bluebeam which uses Sectigo Security to allow us to lock plans to prevent tampering. SFA can accept plans from any City format by simply providing us a link to download into our system. Sc4)tt I'nzcicns .& Asstpcintcs, Inc. 2) Our plan check correction lists are typed using Microsoft Word and the Correction lists are sent via e-mail to the City and applicants. 3) Municipal permit tracking systems used by cities for which we do electronic plan reviews have been Bluebeam, Accela, E -Plan Soft Review (EPR) Sire and EnerGov. 4) SFA's Administrative Section has a computer tracking station exclusively for UPS accounts. Status of plan deliveries and time, dates and individuals who signed for plans is easily accessed. 5) All e-mail correspondence is sent in either electronic file or as pdf format depending on the document type and City preference using Microsoft. When required in another format, it can be saved in another requested format before sending. 6) SFA has developed a sophisticated Plan Log System that tracks plans, lists Application and Correction data, develops invoicing, and provides reports for performance data. 7) When requested by a client, SFA has been granted licenses by the City to allow us to access the City's database and to review the plans in their system. 8) SFA has an on-line plan review status tool on our website for access by the City and Applicant. Our Correction Lists communicate how it can be accessed as a convenience. City Role/Time Involvement It is the goal of SFA to make the effort by City staff to be zero, or at least very minimal regarding the start -to -finish plan review process. The City uses a consultant to relieve the City of that assignment. Since SFA works at the pleasure and direction of the City, the City has the right to determine what, if any, involvement they have. SFA is simply an extension of the City staff as a resource as -needed. Scott F azcicas & Associates, lim Hold Form Policy Plan review is an essential function in the City's role of establishing compliance with minimum codes, regulations and ordinances but must be balanced with a customer service attitude that establishes a helpful and constructive attitude by the plan check staff in attaining plan approval. When a plan check submittal response is not entirely complete or ready for approval but the remaining items are relatively minor, SFA's HOLD Form allows us to update the City of the Corrections but lets the City know that we have called, notified and are working with, the design team on minor items that can be resolved by slip -sheeting, attaining missing signatures, resolving calculations, etc... The applicant and designer are always appreciative of this personalized level of service which avoids delays by additional plan routing or having to resubmit and wait their turn in line after another resubmittal. This is one of the ways that SFA puts forth the effort to make our client, the City of Lake Elsinore, look good. This also lets the City see that our turnaround time is met since the HOLD Form shows that the review was done on time but had corrections. The applicant views it as assisting them in fast - tracking their job. Owner Notification Policy SFA has recently implemented a new idea with one of our client agencies that is a departure from conventional Building Safety protocol but is innovative in enhancing the professional image of the City to the property owners. SFA will provide this service for the City of Lake Elsinore if Management so desires. If using the Owner Notification, the applicant is required to provide the owner's contact information on the Application, including e-mail address. When SFA sends out the Correction List to the applicant or design professional, the owner is also provided a copy. It is prefaced with a statement on the e-mail that no action is required by the owner but that the information is provided as a courtesy at the request of the City's Building Official to keep them informed on the progress of their project. The language in this e-mail is subject to the City's approval. Often, the design team uses the "City" which includes the "Consultant", as the scape goat. They often make excuses to their client for their schedule and workload which delay resubmittals or cause the resubmittals to be incomplete, just to be able to tell their client that they've resubmitted. The owner will see the dates of Correction Lists and the follow-up comments and items that have not been resolved and why. Having the owner engaged should in theory, reduce the number of rechecks needed, facilitating earlier approval, and will reduce or avoid blame being directed at SFA or the City. This, as with the HOLD Form, is another way SFA provides tools to enhance the City's image to their community. hNcott Vwwelcas J& Associates, Inc. Applicant Questionnaires SFA provides Applicant Questionnaire at the time of initial review for the design/developer team to complete after the review process is complete. This allows follow-up of any potential process issues but also lets the plan check team know they're open to receiving comments. SFA only implements this when requested by the City, as cities often have their own -quality control measure preferences. Three (3) Recent Unique, Large Scale Projects Reviewed by SFA Amazon Fulfillment Center - Beaumont, CA The Amazon project had a valuation of approximately $278 million. It consisted of a 4 -story Type 1 sprinklered building with a total area of 2.5 million square feet. There were Alternate Methods & Materials Requests (AM & MR) with a request to eliminate the 2 -hour fire protection required for Type 1 Construction by providing fire modeling reports and proposing mitigating measures to achieve "equivalency with Code requirements. This involved coordination between Fire and Building. SFA provided 100% of the building safety review services. The initial turnaround time and rechecks were 10 and 5 days for each recheck respectively, which were less than the allowed time by the City's Building Official. SFA was involved at preliminary stages. Also, this project involved a lot of time with the AM&M and went through eight (8) plan reviews since the developer/design team worked on portions of the project to make progress instead of comprehensive and complete responses each time. The total time to complete all 8 reviews, including the design team's work between each submittal was 4 months from submittal to approval. The Building Official for the project was Keith Hightower. He has recently taken the position of Building Official for Desert Hot Springs. The current Building Official in Beaumont is Pedro Rico. He is also familiar with the project. Contact: Pedro Rico, Building Official Office: (951) 769-8529 #7 Cell: (951) 587-0542 Contact: Kristine Day, Assistant City Manager Office: (951) 769-8520 Previous Contact: Keith Hightower, Mr. Hightower is currently the Building Official in Desert Hot Springs His Phone No: Office: (760) 329-6411 ext 257 Cell: (951) 377-1795 Scett F.v clues & Ass4ocihtes, Inc. Education First School - Costa Mesa, CA The Education First project had a valuation of approximately $12.2 million. It consisted of a campus of six separate structures. Some were altered and others rebuilt or new. The original campus was Trinity Broadcasting Network's property. Education First is a private school for high school students who are exclusively from foreign countries and they live on campus. SFA worked on the Education First project in Pasadena as well. This project had AM&MR's for several items including issues with gurney elevators, fire access, bedroom escape windows, non -conforming stairs and construction types. Preliminary reviews, phone calls and meetings between submittals occurred. These items involved both Building and Fire Department coordination. For this project SFA also provided the Fire review for the Fire Department. SFA provided 100 % of the Building and Fire reviews. The turnaround times were 15, 10 and 5 for the initial review, first recheck, and additional rechecks, respectively which were less than the schedule agreed upon at the beginning. The Building Official for this project was Issam Shahrouri. He is now the Community Development Director/Building Official for the City of Oakland, CA. Building: Contact: Charles Chamonn, Plan Check Manager Office: (714) 754-5614 Cell: (714) 425-7138 Previous Contact: Issam Shahrouri, Building Official Cell: (949) 245-5686 Fire: Contact: Jon Neal, Fire Marshal Office: (714) 754-5049 Cell: (714) 651-8270 Sc4)tt IT-mme-Ithc .QZ ftm-4 cihtec, luc. Palmer Ontario Properties - Ontario, CA Palmer Ontario is a mixed use development with a valuation of approximately $82 million. It consists of 3 levels and 925 residential units over a concrete podium parking garage with assembly, business, storage, parking and residential occupancies. It has Type 1 A, VA and VB Construction. It is characterized by extremely long travel distances and multiple firewalls and horizontal exits. It also includes a 2 story clubhouse. This project also involved preliminary discussions with the Building Official. SFA provided 100% of the building safety review services. The turnaround time and rechecks were 9, 9 and 5 days, for the initial 1 st recheck and remaining rechecks respectively which were within the allowed time frames by the City Agreement. Contatct: Kevin Shear, Building Official, City of Ontario (Recently retired) Cell: (909) 322-6324 3. KEY TEAM MEMBER EXPERIENCE All plan check staff are licensed professionals and have been performing comprehensive reviews for a minimum of 10 years. This enhances the review while establishing a contact for the applicants. Project Manager -Liaison SFA recognizes the need to assure an adequate level of commitment by key personnel. SFA will commit the President, Scott Fazekas, as the Project Manager who will see to the proper function of the building plan review process and will also be personally involved in performing services. He will serve as an extension of the City staff, fully capable of providing the necessary services as determined by the City. The Project Manager will be responsible for the quality of all services provided by SFA's staff. He will be capable of dealing with a diversity of personalities and the many different levels of administrative, technical, professional and construction personnel categories that are involved in building code enforcement. SFA will also maintain continual documentation and updated information on the status of all plans being processed. Any inquiries regarding the status of plans which have been forwarded to SFA for review can be directed to us to avoid unnecessary research and phone time by City staff. Scutt laiilxeltas .& Associates, Inc. Name Oualifications Type of Review Work Principal/Project Manager Scott R. Fazekas, President Registered Architect, CA, NCARB Building & Structural AIA, NCARB, CBO, CASp Colorado, Nevada Plumbing, LEED AP Certified Plans Examiner ICC/ Mechanical, Electrical Calbo T24 Energy, Certified Building Inspector, ICC/ Accessibility Calbo LEED Accredited Professional, LEED Certified Access Specialist (CASp) DSA Certified Building Official, ICC Scott Fazekas, as Principal and Project Manager will be responsible for the administration of services and seeing that services are tailored to the specific needs of the Agency. He has managed consulting plan check and building safety services for over 33 years. He will also perform plan reviews and assign which employees will work on each given project. Mr. Fazekas is Past President of the Orange Empire Chapter of I.C.C. and has served on the Code Development and Education Committees. He also serves in the capacity of Building Official for two cities and stays abreast of changing regulatory trends. Associates Ganesh Rao, S.E. Registered Structural Engineer, CA Registered Professional Engineer, CA Certified Plans Examiner, ICC/ Calbo Building & Structural Plumbing, Mechanical, Electrical T24 Energy, Accessibility Mr. Rao has diverse design experience of wood, concrete and steel in low, mid and high-rise structures of varying occupancy groups. Now focused in plan review he brings a thorough knowledge of current structural code provisions. He has worked for SFA for 21 years. Vic Penera, S.E. Registered Structural Engineer, Building & Structural CA Plumbing, California Structural Engineers Mechanical, Electrical Association of Southern California T24 Energy, American Society of Civil Engineers; Accessibility International Conference of Building Officials Vic Penera had been with the City of Los Angeles Building Safety for the majority of his career with experience in both plan review and supervision. He has worked for SFA for 20 years. Sct)tt Fairm-luns %t Asstocihtes, litc. Name Qualifications Type of Review Work Brett Archibald, P.E. CASp Registered Civil Engineer, CA Certified Plans Examiner, ICC Certified Mechanical Inspector, ICC International Code Council American Society of Civil Engineers Build it Green Certification, CA Certified Access Specialist, CASp Building & Structural Plumbing, Mechanical, Electrical T24 Energy, Accessibility Brett Archibald has 15 years experience in residential and commercial plan review. Peter Tang, P.E. Licensed Civil Engineer, CA Building & Structural Plumbing, Mechanical, Electrical T24 Energy, Accessibility Peter Tang joined SFA after having spent sixteen years in structural design. His expertise in wood -framed structures and rack design has made him a valuable resource. Peter has 18 years experience in residential and commercial plan review. Scott Beery, P.E. Registered Professional Engineer, Building & Structural CA Plumbing, Certified Plans Examiner, Mechanical, Electrical ICC T24 Energy, Accessibility Scott Beery has 15 years of municipal plan review experience. His structural design experience has covered residential, schools and a variety of commercial structures including timber, steel concrete and masonry construction materials. Kyle Tonokawa. P.E. Registered Civil Engineer, Building & Structural CA Plumbing Certified Access Specialist Mechanical, Electrical CASp T24 Energy, Accessibility Kyle Tonokawa joined SFA in 2018. He has plan checked and approved plans, design calculations and reports for various commercial and residential buildings and developments for compliance with the California Building Code, State Title 24 Accessibility, ADA and Energy requirements. He has 33 years of combined experience with L.A. City, Anaheim and Irvine Building Departments. Scott Faicicns & Associates, hic. Name Qualifications Type of Review Work Randy Buck, Electrical IAEI Professional Member Electrical Review Engineering Randy Buck provides specialized electrical plan review for all types of commercial and industrial and residential buildings. He worked as Chief Electrical Inspector and then Chief Inspector in the City of Costa Mesa and now works for SFA reviewing Electrical plans and consulting with the plan check staff on electrical code. Mr. Buck is a past President, International Association of Electrical Inspectors (IAEI). Resumes are in the Appendix of the Proposal. 4. CURRENT CLIENTS/PROJECTS SFA currently provides building safety services for the following jurisdictions: Arcadia Beaumont Cathedral City Costa Mesa Irvine La Habra Hts Norwalk Ontario Desert Hot Sp. Paramount Pasadena San Fernando Santa Ana Tustin Vista Whittier Westminster SFA has performed tens of thousands of plan reviews which have included every type of construction and occupancy group in the building spectrum. We have also encountered many unique administrative policies and processes in working with the building officials in our client jurisdictions which may have arisen due to tight project scheduling, application of alternate design methods or simply due to unique project characteristics. If additional information on plan check references is desired, SFA will be glad to accommodate such a request. SFA has had the distinct pleasure of providing plan review services to the City of Lake Elsinore for almost 25 years. The following list of projects, as requested in RFP, are from the past 12 months during the COVID challenge. SFA has kept the work flow process moving and -on schedule, serving the City and the development community. hccDtt lahielchs %& Associates, lisc. Address Job Description Date Rec'd 18450 Collier Com Truss Calc to 29-18 03/28/2019 29370 Hunco Way #B, C, D, E TI Add Rooms for Cultivation, 04/21/2020 Offices & Retail 29084 Scarlet Oak Rev to 71-19 *Tract 04/22/2020 29517 Summerly PI New Model Home 05/01/2020 29513 Summerly PI New Model Home 05/01/2020 25209 Summerly PI New Model Home 05/01/2020 510 Main St Comm Fueling Canopies at 05/04/2020 Gas Station 18572 Pasadena St TI- JC Restorations 05/19/2020 31185 Corydon TI- Cannabis 05/19/2020 29084 Scarlet Oak Rev to 18-20 06/01/2020 495 Birch St Solar Panels 06/18/2020 29084 Scarlet Oak T24 Revs to 73-19 *Model Home 06/23/2020 108 Lindsay St New Duplex 06/24/2020 45019 Thalia Lane SFR Addition 06/26/2020 29229 Central Ave TI- Salon 06/26/2020 29263 Central Ave #F TI 07/01/2020 29517 Summerly PI Truss Calc to 19-20 07/01/2020 29260 Central Ave Illuminated Double Face 07/01/2020 Monument Sign 571 Crane St Ste #F Comm Build 2 Walls, 3 AC Units, 07/02/2020 Bathroom, Elec, Lights, Outlets, Switches 29429 Infield SFR Elect: Remove Circuits from 07/13/2020 Main Panels 29355 Central Ave TI- Add Walk -In Cooler 07/16/2020 25331 Railroad Canyon Rd Rev to 63-19 Demountable 07/20/2020 Office Partition System 29250 Central Ave New Restaurant 3,756 sf 07/21/2020 970 Parkway Ave Cell Site ` 07/23/2020 20590 Cereal St #100 Deferred Spray Booth to 9-20 07/23/2020 560 Chaney St Bldg 1 New Tilt -Up Industrial Bldg w/ 07/27/2020 Site Work, TI & Mezzanine 58 Chaney St Bldg 2 New Tilt -Up Industrial Bldg w/ 07/27/2020 Site Work, TI & Mezzanine 570 W Minthorn Bldg 3 New Tilt -Up Industrial Bldg w/ 07/27/2020 Site Work, TI & Mezzanine 3190 N Main St Comm Fire Damage Repair 08/03/2020 29517 Sur merly PI Rev to 19-20 08/24/2020 29134 Sunforest Plan S915 Rev to 11-20 *Framewalk Revs 08/24/2020 233 W Minthorn St Construct 2 Bldgs totaling 17,037 sf 09/16/2020 with use of Micro -Business Cannabis NCtptt Famelras & Asstwintes, Inc. 29263 Central Ave TI- Taco Bar 09/17/2020 15037 Le Gaye Ave SFR Add//Remodel 09/21/2020 206 Silver St SFR Addition 09/22/2020 571 Crane St #H TI- 3 Offices in Warehouse 09/29/2020 317 N Lewis 2 Story Home w/ 3 Car Garage 10/14/2020 31889 Corydon TI 10/19/2020 906 W Heald Res Detached ADU 10/30/2020 1515 Sumner NSFR 11/12/2020 31881 Corydon #150 TI 11/19/2020 485 Birch St #N TI 11/23/2020 32533 Corydon Cell Site: Antennas, RRUs, 12/14/2020 Equipment 29280 Central 6 Charging Stations 12/15/2020 570 Central Ave TI- Indoor Grow Distribution 12/23/2020 *Cannabis 31879 Corydon TI 01/08/2021 29301 Riverside Dr New Travel Center w/ Convenience 01/11/2021 Store & Quick Service Restaurant 18492 Dexter 4,660 sf Renovation of Comm Bldg 01/21/2021 18492 Dexter TI 01/28/2021 271 San Jacinto River Rd TI 01/28/2021 510 Main St Rev to 15-20 *Gas Station 02/16/2021 1211 W Heald NSFR to 2019 Code & Change 02/17/2021 to 2nd Unit 317 N Lewis Solar 12 Modules 02/17/2021 31881 Corydon Unit 160 TI- Cannabis 02/24/2021 31875 Corydon #120 TI- Cannabis 02106/2021 16779 Lakeshore Dr Comm Change of Use from 03/10/2021 Restaurant to Coin Laundry 29315 Central New Cooler for Costco 03/16/2021 Nkott F metras & Associates, litc. 5. CITY'S CONTRACT SFA has reviewed the City's standard Agreement and takes no exceptions to it. 6. REFERENCES SFA currently provides building plan review services for the following agencies and SFA encourages the City to contact these agencies regarding our work performance. Agency: CITY OF ARCADIA Reference: Ken Fields, Building Official (626) 574-5420 Service: Plan Review since 5/1/1999 Agency: CITY OF BEAUMONT Reference: Christina Taylor, Community Development Director (951) 572-3212 Pedro Rico, CBO, Building Official (951) 769-8529 ext. #7 Service: Plan Review since 7/1/2007 Agency: CITY OF CATHEDRAL CITY Reference: Robert Rodriguez, Acting Building Official (760) 202-1460/760 770-0344 Service: Plan Review since 4/1/2002 Agency: CITY OF COSTA MESA Reference: Charles Chamoun, Chief Plans Examiner (714) 754-5614 Services: Plan Review since 1996 Agency: CITY OF IRVINE Reference: Kam Chitalia, Building Official (949) 724-6371 Services: Plan Review since 1996 Agency: CITY OF LA HABRA HEIGHTS Reference: Fabiola Huerta, City Manager (562) 694-6302, #227 Reference: Rafferty Woddridge, Assistant City Manager/ Community Development Director, #235 Service: Plan Review & Building Official since 1/31/2010 Nk4ott F'azcEc is .Z Asmociates, Inc. Agency: CITY OF NORWALK Reference: John Ramierez, Director of Community Development (562) 929-5745 Service: Plan Review since 7/1/1997 Agency: CITY OF ONTARIO Reference: James Carrow, CBO, Building Official (909) 395-2172 office Service: Plan Review since 10/1/1998 Agency: CITY OF PARAMOUNT Reference: Antulio Garcia, Building Safety Manager (562) 220-2063 Service: Plan Review and Building Official since 212021 Agency: CITY OF PASADENA Reference: David Reyes, Director of Community Development (626) 744-4650 Service: Plan Review Plan Review since 1997 Agency: CITY OF SAN FERNANDO Reference: Michelle De Santiago, Permit Technician (818) 898-1227 Service: Plan Review since 1999, Building Official since 2017 Agency: CITY OF SANTA ANA Reference: Jason Kwalc, P.E., CBO, Building Official (714) 647-5862 Service: Plan Review since 2005 (Retiring 11120120) Agency: CITY OF TUSTIN Reference: Justina Willkom, Community Development Director (714) 573-3115 Dana Ogden, Dep. Director, Community Development (714) 573-3109 Service: Plan Review since 211998 & Building Official since 2012 Agency: CITY OF DESERT HOT SPRINGS Reference: Bryan Swanson, Community Development Director (760) 329-6411 Service: Plan Review since 2018 Scott 17:uctr» & Associates, Inc. Agency: CITY OF WHITTIER Reference: Adam Telcunoff, CBO, Building Official (562) 567-9320 Service: Plan Review since 2018 Agency: CITY OF WESTMINSTER Reference: Justin Ngnyen, P.E./CBO, Building Official (714) 548-3475 Service: Plan Review since 2017 Agency: CITY OF VISTA Reference: Fred Huddleston, Building Official (760) 643-5392 Service: Plan Review since 2017 Other References are available upon request. 7. COST PROPOSAL Submitted separately as requested in the RFP 8. APPENDIX SFA RESUMES Sctott r4 amizek.-as %& fts4sclntcs, Wc. APPENDIX S ott Famelvas & Associates, hic. SCOTT R. FAZEKAS EDUCATION Bachelor of Science in Architecture, California State Polytechnic University, 1980 Supplementary Structural Course Work, California State University, Fullerton, 1984 PROFESSIONAL REGISTRATION Licensed Architect, California, C-19012, Colorado, Nevada, NCARB CERTIFICATION LEED Accredited Professional, LEED Certified Access Specialist, DSA CASp-063 Certified Building Official, I.C.C. 808505 -CB Certified Plans Examiner, I.C.C., C.B.C. 808505-K-6 Certified Building Inspector, I.C.C., C.B.C. 808505 K-1 EXPERIENCE Mr. Fazekas is President of Scott Fazekas & Associates, Inc. (SFA) which provides building official, building plan check and building inspection services to governmental agencies. He has interfaced with architects, engineers, designers, contractors, plan checkers, inspectors, developers and building owners to achieve code compliant building construction through the application of local, state, and federal codes and regulations. Mr. Fazekas has plan checked buildings which encompass the full spectrum of building types and occupancy groups and has served as building official for fourteen j urisdictions through long term and interim contract arrangements. He has also contributed to both the design and code enforcement professions by regularly lecturing at code -related seminars and classes for Calbo and ICC. He served six years on the American Institute of Architects Building Performance and Regulations Committee where he as AIA's representative voted on the ANSI A117.1 Disabled Access Standards. He also served four years on I.C.B.O.'s General Design/Structural Review Committee and on the Orange Empire Chapter of I.C.B.O.'s Code Change Committee. He has served on the local Orange Empire Chapter of ICC's Board and was President in 2005. He has served as both contract and interim Building Official for 20 jurisdictions during his last 28 years in the private sector. Mr. Fazekas has 48 years of progressive experience working in and for building departments. Prior to starting SFA, he was employed by BSI Consultants, Inc. as a Senior Vice President and Division Manager of the Building Safety Division. He was responsible for starting, developing and managing the Building Safety Division for 11 years. During that time he served as building official in California and Washington jurisdictions and oversaw plan review services for more than one hundred client agencies. He also founded and served as President of Employment Systems Inc., which was a corporation dedicated to municipal staffing needs. Before his term with BSI, he spent 13 years working for the building divisions in the Cities of Newport Beach and Costa Mesa where he worked his way through all levels in the departments from clerk to permit technician, inspector and plan check engineer. PROFESSIONAL AFFILIATIONS A.I.A., I.C.C., CALBO Sc4rtt Fa ►.4cichs .& Ass4ociatcs, Inc. GANESH M. RAO EDUCATION Masters of Science in Civil Engineering Brigham Young University, Provo, Utah Bachelor of Science in Civil Engineering, Bangalore University, India PROFESSIONAL REGISTRATION Registered Structural Engineer in California 54471 Registered Professional Engineer in California C52721 Certified Plans Examiner, I.C.C. 1136557-60 EXPERIENCE Mr. Rao has been a building plan check engineer in SFA's Irvine office since 1998. He reviews both commercial and residential plans for compliance with model codes and local ordinances. He has a total of 29 years of progressively involved engineering experience. Prior to his employment with SFA, Mr. Rao has spent eight years in the design field with experience in California, Nevada and Hawaii designing wood, steel concrete and post -tensioned low, mid and high-rise structures. Occupancies which he has performed design work for have included retail, medical, office resort, bridge, industrial, schools, parking structure and hanger facilities. Mr. Rao has experience in a variety of geographic regions. His design experience includes projects in California, Nevada, Washington, Oregon, Hawaii and the Territory of Guam. His plan review experience has been in California, Nevada and Colorado. Mr. Rao has reviewed plans for code compliance, residential, tenant improvement, low to mid -rise, tilt -up warehouses, etc. Projects included a three-dimensional finite element analysis of space frame for a mall in the Territory of Guam, Disney Building in Burbank utilizing "Haunch" moment connections, seismic retrofit of Mattel Distribution Center, an aircraft hanger and Sony Technology Center in San Diego. Projects also included design and detailing of antenna structure ranging from 30 feet monopole to 400 foot latticed tower. Scutt FairAelan, .! Assocrntcs, Inc. VICTOR A. PENERA EDUCATION Bachelor of Science in Mechanical Engineering California State University, San Diego 1968 Master of Science in Mechanical Engineering University of Southern California, 1970 Supplementary Structural Course Work California State University, Los Angeles, 1973-76 PROFESSIONAL REGISTRATION Registered Structural Engineer, California 1976, 2083 Registered Professional Engineer, California 1971, 21629 EXPERIENCE After completing 30 years of service with the City of Los Angeles, Mr. Penera retired in April, 2000 and immediately joined SFA as a member of its plan check engineering staff. Having worked four years in the Department of Public Works and 26 years in Building and Safety with the City of Los Angeles, Mr. Penera has substantial experience in both design and plan checking of structural systems. In the 26 years he spent with LA Department of Building and Safety, he plan checked a wide spectrum of structural systems, occupancies and uses; from simple, wood - frame, single family room additions to complex, high-rise, steel office buildings. During the last three years of his career with Los Angeles Department of Building and Safety, Mr. Penera served as the Deputy Superintendent of Building in charge of the Engineering Bureau. As Chief of the Engineering Bureau, Mr. Penera oversaw a staff of 175 engineers, technicians and clerical staff responsible for the checking for compliance of state and local regulations related to building, electrical, plumbing, mechanical and zoning issues. Mr. Penera was active in the development of the first International Building Code (IBC). For one year he served on the Steering Committee for the development of the first draft of the IBC and for two years served as Chairman of the Structural Subcommittee to draft the structural engineering chapters (Chapters 16-26) of the proposed IBC. PROFESSIONAL AFFILIATIONS Structural Engineers Association of Southern California American Society of Civil Engineers International Conference of Building Officials Sciott Fameluns & Assfociatcs, Inc. SCOTT D. BEERY EDUCATION Bachelor of Science in Architectural (Structural) Engineering, California Polytechnic University, San Luis Obispo, CA Associate of Science -Fire Technology, Santa Ana College, Santa Ana, CA PROFESSIONAL REGISTRATION Licensed Professional Civil Engineer, California CERTIFICATION Certified Plans Examiner,l.C.C., C.B.C. EXPERIENCE Mr. Beery has worked in the private design sector for eight years and he has 15 years municipal plan review experience. His structural design experience has covered residential, schools and a variety of commercial structures including timber, steel, concrete and masonry construction materials. Prior to Mr. Beery working at SFA, he was an Associate Engineer for over two years with the County of San Diego Building Department. He then worked at the City of Anaheim for seven years as a Senior Plans Examiner and Plan Check Supervisor. His latter experience involved management duties and public interface with applicants as well as hands-on plan review. At SFA, Mr. Beery provides comprehensive plan review services for all types of construction types and occupancy groups. Sc4btt FarjeIrns & dss4oclates, Inc. KYLE B. TONOKAWA EDUCATION Bachelor of Science in Civil Engineering, California State Polytechnic University, 1985 PROFESSIONAL REGISTRATION Civil Engineer, CA CERTIFICATION Certified Access Specialist, (CASp), DSA CASp-0642 EXPERIENCE Mr. Tonokawa is a plan check engineer in SFA's Irvine office. He provides plan reviews of all types of construction and occupancy groups. 'Through his 3 3 years of municipal building department career he has gained diverse experience in zoning reviews, testing of proprietary construction products and listing, grading reviews and geotechnical report reviews and management of plan check staff in addition to comprehensive plan review responsibilities. Mr. Tonokawa began his career in 1985 as a plan check engineer with the City of Los Angeles where he worked for 13 years providing building, zoning and grading plan reviews. He then spent nine (9) years as Senior Plan Check Engineer with the City of Anaheim where he handled major projects, as well as code interpretation resolutions and project flow and scheduling. His most recent position before joining SFA was 11 years in the City of Irvine as Senior Plan Check Engineer where, in addition to complex plan reviews, he handled staff training, inter -departmental representation and interfacing with consultants in providing plan review services. PROFESSIONAL AFFILIATIONS Calbo - Post Disaster Safety Assessment Evaluator California Office of Emergency Services - Essential Engineering Duties I.C.C. Scott Faizelais .Z Assacintes, Inc. PETER K. TANG EDUCATION Bachelor of Science in Engineering, California State Polytechnic University, 1994 PROFESSIONAL REGISTRATION Licensed Civil Engineer, California, C-59691 EXPERIENCE Mr. Tang has been a plan check engineer in SFA's Irvine office for 18 years. He reviews both residential and commercial plans for compliance with model codes and ordinances. With a background in forensic investigations on wood -framed structures, he is particularly well versed in wood structures. Over an 18 year period, Mr. Tang has been exposed to a variety of engineering design assignments with three different structural design firms. He was employed by Seismic, Inc. in Pomona, Ficcadenti & Waggoner Structural Engineers in Irvine, and John A. Martin Structural Engineers in Los Angeles prior to his employment with SFA. Mr. Tang has been an excellent supervisor to junior plan checkers in the area of wood framing. His expertise in rack design has also made him a valuable resource in the review of increasingly large rack systems. Mr. Tang was a project designer on Fresno State's Savemart Center, a steel and concrete sports area; the Pacific Grand Resort, a steel conference center in Huntington Beach; the Westpart Tiempo Community in Irvine, a seismic retrofit of homes; and the Casa Gateway Condos in Pacific Palisades, a seismic evaluation of 3 -story homes. Sceft F -wodelcns .I Ass winfes, Inc. BRETT ARCHIBALD EDUCATION Bachelor of Science in Civil Engineering, California State San Diego, 2002 Structural Emphasis in Course Work CERTIFICATIONS Registered Civil Engineer, California C69206 Certified Plans Examiner, I.C.C. 5114159-60 Certified Mechanical Inspector, I.C.C. 5114159-41 Build It Green Certification, CA Certified Access Specialist, DSA CASP-122 EXPERIENCE Mr. Archibald is one of SFA's professional staff in our Irvine office. He has 18 years of experience with SFA reviewing both residential and commercial projects. He is responsible for tracking changes in T-24 Energy Regulations and updating all staff. Mr. Archibald has experience in plan checking a variety of projects including single and multi- family housing, tenant improvements, new commercial and industrial buildings, seismic retrofits, tilt -up warehouses, etc. These projects involved structural systems such as wood framing, light gauge steel, moment frames, cantilever columns, concrete and masonry. Mr. Archibald has also been instrumental in helping to establish tailored documentation for some of SFA's newer clients or clients which are modifying procedures or policies. His computer skills have assisted in the coordination of SFA processing with the needs of our clients. PROFESSIONAL AFFILIATIONS International Code Council American Society of Civil Engineers Scott 14:vekas .& Asstwintec, Inc. I EDUCATION California Polytechnic University, San Luis Obispo, CA 1978 -1979, Electrical Engineering Whitworth College, Spokane WA, 1977-1978 EXPERIENCE Mr. Buck works for SFA to provide electrical plan review services on large or complex projects and interfaces with all plan check staff as -needed on unique electrical code issues. He has worked for SFA since his retirement from Costa Mesa in 2017. Mr. Buck has worked in the electrical industry for the past 40 years, starting as an electrician, electrical contractor and then entering the public sector as an electrical inspector the the City of Costa Mesa. He retired after 30 years of service as the Chief Inspector and Electrical Plan Checker for Costa Mesa. He presently teaches electrical code and ordinances for the International Brotherhood of Electrical Workers (IBEW). PROFESSIONAL AFFILIATIONS Past President, International Association of Electrical Inspectors (IAEI) IAEI Professional Member #6034372 Scott I .metras .Z Assmociates, Inc. www.interwestgrp.com CITY OF LAKE ELSINORE BUILDING DEPARTMENT Proposal to Provide Building Plan Check and Permitting Services May 14, 2021 1 Jenner, Suite 160, Irvine, CA 92618 // (714) 899-9039 Tom Wilkas // Chief Financial Ocer May 14, 2021 Proposal in Response to RFP for Building Plan Check and Permitting Services Prepared for the City of Lake Elsinore Community Development Department Building & Safety Division 130 S. Main Street Lake Elsinore, CA 92530 By Interwest Consulting Group, Inc. Ron Beehler, SE, CBO Director, Building Safety Services 1 Jenner, Suite 160 Irvine, CA 92618 O | 714.899.9039 Table of Contents BUILDING PLAN CHECK AND PERMITTING SERVICES 1.COVER LETTER .................................................................................................................................... 1 2.RELEVANT EXPERIENCE ..................................................................................................................... 3 Firm Introduction ................................................................................................................................ 3 Summary of Firm Qualifications & Experience...................................................................................4 Building Department Services ........................................................................................................... 6 Approach and Methodology .............................................................................................................. 8 3.KEY TEAM MEMBER EXPERIENCES .................................................................................................. 17 Management Team’s Experience & Qualifications .......................................................................... 18 Supporting Staff ................................................................................................................................ 19 4.CURRENT CLIENTS/PROJECTS ........................................................................................................ 26 Lake Elsinore Projects ....................................................................................................................... 26 5.CITY’S CONTRACT ............................................................................................................................. 28 6.REFERENCES ..................................................................................................................................... 29 7.COST PROPOSAL ............................................................................................................................... 30 APPENDIX: RESUMES OF PROPOSED STAFF .................................................................................. 31 1 Jenner | Suite 160 Irvine, CA 92618 714.899.9039 May 14, 2021 Justin Kirk, Assistant Community Development Director City of Lake Elsinore Community Development DepartmentBuilding & Safety Division 130 S. Main Street Lake Elsinore, CA 92530 RE: Proposal to Provide Building Plan Check and Permitting Services Dear Mr. Kirk, We understand the City of Lake Elsinore desires to retain a qualified firm to provide Building Plan Check and Permitting Services. Our proposal is crafted and submitted for the purpose of demonstrating our ability to provide all the services outlined in your RFP. Interwest Consulting Group (Interwest) has experience providing similar services to the City of Lake Elsinore, giving our staff a unique understanding of the City. Our team is intimately familiar with the City, its departments, City staff and its community as we have been providing Building Services since 2019 and provided Building Inspection services in 2016; we hope to continue this working partnership with the City and its community. Our proposal provides a detailed overview of the services we offer, the methods we utilize to implement our services in a seamless manner and the high level of knowledge and experience Interwest and our team can provide to the City. At the City’s direction, Interwest is prepared to provide a complete and integrated team or individual staff members to support the Building &Safety Division. We have the largest staff of building safety professionals of any firm in Southern California and California as a whole, offering highly qualified and appropriately California licensed structural, civil, mechanical and electrical engineers, California registered architects, ICC certified plans examiners, CASp certified access specialists, ICC certified building inspectors, ICC certified building officials, ICC certified permit technicians and additional staff specializing in providing complete Building Safety Services. Our proposed team can provide the full spectrum of the required services efficiently and effectively. Interwest has the staff and experience to perform the full range of services required. More importantly, we possess the experience and skills necessary to work with City staff to successfully achieve established goals. We view the keys to serving the City of Lake Elsinore as follows:  Providing all services in a coordinated, cost effective and transparent manner  Providing experienced, objective, well-seasoned and professionally licensed staff who possess not only the technical know-how, but also the ability to effectively communicate and explain code requirements SECTION 1 Cover Letter  Providing a high level of customer service for internal and external customers  Conducting quality plan reviews that meet or exceed the required turn-around times  Balancing the need to ensure conformance to standards and regulations with the need for predictability, uniformity and efficiency Interwest’s Director of Building Safety Services, Ron Beehler, SE, CBO, will serve as the Principal-in-Charge and has authority to assign staff as needed. Building Safety Services Regional Manager and City Liaison Gil Petris, CBO, ICC will serve as the Project Manager and will be the main contact for the City of Lake Elsinore. Please contact Ron or Gil directly if you have any questions. Gil Petris, CBO, ICC Project Manager 562.256.6621 | gpetris@interwestgrp.com Ron Beehler, SE, CBO, ICC Principal-in-Charge 949.613.5595 | rbeehler@interwestgrp.com Office Address: 1 Jenner, Suite 160, Irvine, CA 92618 We are confident that Interwest has the knowledge, experience, and professional resources to continue to comprehensively and professionally provide as-needed building plan check services desired by the City. As a Company Officer, I am authorized to bind Interwest to the terms and conditions of this proposal and the City’s RFP. We stand ready and available to complete the work outlined in the RFP and appreciate the opportunity to continue providing services to the City of Lake Elsinore. Please contact Ron Beehler or Gil Petris directly if you have questions or concerns. Respectfully Submitted, Tom Wilkas Chief Financial Officer Interwest Consulting Group 2 SECTION 2 Relevant Experience Firm Introduction Interwest Consulting Group (Interwest) has extensive experience and a proven track record of successfully providing comprehensive building safety services, including building plan check, inspection, and permitting, to public agencies throughout Southern California. Interwest has been in business since 2002 and was founded by individuals with a passion for serving municipalities. Our nearly 500 employees span a multitude of disciplines within building safety, fire, city engineering and public works departments throughout California. Our Building Safety Division contains more than 250 California licensed structural, civil, mechanical. electrical and fire protection engineers, registered architects, CASp professionals, ICC certified plan reviewers, inspectors, permit technicians and administrative personnel. We provide the following Building and Safety services to municipalities:  Building Safety Plan Check Services  Building Inspection Services  Permit Technician Services  CASp Plan Check and Inspection Services  Chief Building Official Services  Fire Prevention Plan Check and Inspection Services Interwest has the necessary resources available on all levels to provide the services we propose to the City of Lake Elsinore throughout the term of the contract. As the City may know, Interwest has a proven track record of providing efficient and consistent building department services while meeting and/or exceeding client expectations. Our team is intimately familiar with the City of Lake Elsinore, its departments, City staff and its community as we have been providing Building Inspection services since 2016 and most recently began providing Building Services since 2019; we hope to continue this working partnership with the City and its community. The recent addition of EsGil, a long-established Building Safety firm and now an Interwest subsidiary, has provided Interwest with the added experience and resources of their 40-year history in providing these same services to public agencies. Our services are specifically tailored to fit the needs of our clients, which is why we can provide a single staff member or a complete team to help you reach your Date & Location Established Interwest Consulting Group, Inc. was incorporated in 2002 as a Colorado corporation (20021060912). The company is authorized to conduct business in California (CA Business License Number: C2415639). Office Location 1 Jenner, Suite 160 Irvine, CA 92618 Number of Employees ~500 Principal-in-Charge Ron Beehler, SE, CBO Director, Building Safety Services rbeehler@interwestgrp.com Primary City Contact Gilbert Petris, CBO, ICC Project Manager 562.256.6621 gpetris@interwestgrp.com 3 goals. Our commitment to thorough and superior building plan check services can be attested to by our client references. Interwest’s business model is built on simple yet vital customer service principles—offering professional, thorough, quality, and timely services, with transparent processes and communications. We do not anticipate the need for any subcontractors to provide the requested services. Our key objectives in providing these services to the City of Lake Elsinore are as follows:  To remain unmatched in furnishing responsive and knowledgeable jurisdictional services. Our staff currently serves or has served in all facets of municipal work by direct employment experience or as a consultant. Interwest staff knows and understands what is needed for a building department to operate efficiently.  To provide timely and responsive plan check and permitting services. We work with you to help communicate results and information directly to your clients. We have multiple communication solutions available and are flexible to your Agency’s unique needs.  To share our wealth of code knowledge and building industry experience. Our staff has been intimately involved in the development of California codes. We share this unique knowledge by providing code-related training and instruction at industry conferences, various ICC Chapters and, most importantly, training and updates on-site to local jurisdictions.  To be responsive to your specific staffing needs. As construction activity fluctuates and/or staff absences occur, we have qualified staff available to fill those voids allowing you to maintain seamless service to your customers.  To provide staff who have the appropriate experience, certifications, and knowledge. We closely evaluate the appropriate staff to fit your specific needs. We encourage and support staff to participate in ongoing specialized training classes related to their field. Summary of Firm Qualifications & Experience Below, we list a sampling of Southern California clients to whom we currently provide related Building Safety Services, with many being provided within the last five years. Client Scope of Work Client Since Pop. City of Corona Building & Fire Plan Check & Inspection 2016 167,836 City of Chino Hills Building & Accessibility Plan Review & Inspection 2015 82,409 City of Eastvale Building Official, Plan Review, Inspection & Permit Technician 2010 62,046 City of Lake Forest Building Official, Plan Review, Inspection & Permit Technician 2009 82,911 City of Lake Elsinore Building Official, Plan Review, Inspection, Permit Technician 2016 68,183 4 Client Scope of Work Client Since Pop. City of Pomona Building Official, Building and Grading Plan Review, Inspection & Permit Technician 2009 152,000 City of Santa Clarita Plan Review & Inspection 2014 213,231 City of Wildomar Building Official, Plan Review, Inspection & Permit Technician 2008 36,162 Our Unique Ability to Perform the Requested Services What separates Interwest from other consulting firms isn’t what we do, but how we do it. Since many of our staff have worked directly for public agencies as senior level plans examiners, inspectors, engineers and executive management staff, we clearly understand the importance, challenges and sometimes sensitive nature of municipal government work. Interwest staff values the importance of listening to and understanding the issues and concerns of community and special interest stakeholders. We value and appreciate the importance of developing and adhering to fair policies and processes to provide the consistency necessary to facilitate the development and implementation of high-quality building safety projects. Interwest understands and values the importance of maintaining a focus on representing the interests of our public agency clients in a manner which reflects positively on the agencies we serve. We believe our mission is to be stewards for achieving your desired outcomes and to learn and understand the values and direction of City staff and City Council. We believe our ability to recognize and focus on what’s important is a crucial factor in the selection of Interwest.  Through our recent and on-going experience successfully performing similar services in other cities, we understand the work required by the City and are ready to meet any specific requirements.  The large team of professional staff proposed to provide building safety services to the City of Lake Elsinore already have the experience, competence and professional qualifications necessary to successfully perform the work required by the City.  We have a deep bench of more than 200 qualified staff in our Building Safety Services group, ready to provide supplemental services as needed to ensure that the City receives timely, professional service throughout the contract term. 5 Building Department Services In addition to the services that we provide to the City of Lake Elsinore, below we have provided descriptions of recent, similar experience that we have provided to our current clients. Work for each of the client cities listed below was performed in a timely and cost-effective manner within agreed-upon deadlines and budgets. CITY OF SANTA CLARITA 2014-Present Interwest was selected by the City of Santa Clarita (population 180,000) in 2014 to provide on-call Building and Safety services at the direction of the Building Official. The third-largest city in Los Angeles County, Santa Clarita has a rich history. We have been pleased to develop a relationship with the City, providing consistent customer services in support of City staff and counter plan review operations, thereby reducing the average plan review turnaround times previously maintained by the City. We currently provide the following services: Building and Safety Plan Review Building and Safety Inspection Services Permit Technician Services CITY OF CORONA 2016-Present Interwest has been providing staff augmentation to the City of Corona since 2016. We have provided a full-time Plan Review Manager, two Building Inspectors, two Permit Technicians and one on-site, part-time Plan Review Engineer. We provide a high level of service to meet the City’s goals and have worked seamlessly with city staff. Our field inspectors use handheld devices to track all inspections and inspection results allowing up to date information as to project progress. CITY OF POMONA 2009-Present Interwest began serving the City of Pomona [population 152,500] in September 2009. Traditionally a full-service city, Pomona examined a number of cost-saving strategies, including contracting for services that had historically been provided by in-house staff. Interwest successfully transitioned all building and safety services from the City’s in- house staff and implemented new, streamlined processes and procedures. The change resulted in a higher level of service for the City’s customers at a significant cost savings to the city. We currently provide the following on-site services: Building Official Building Plan Review Building and Safety Inspections Permit Technician Housing Abatement Enforcement Front Counter Support Administrative Services Construction Management 6 CITY OF LAKE FOREST 2009-Present In April 2009, Interwest began providing turn-key building safety services to the City of Lake Forest [population 83,000]. Recognizing the value and cost benefits attributable to employing a contract services model, the City has contracted for building safety services since its incorporation in 1991. Interwest provides a team of onsite professionals that provide all building safety services—blending seamlessly with existing city staff. We provide a full-time building official, building plan reviewers, building inspectors and a building permit counter technician. During our tenure, Interwest staff has developed the City’s first single, combination building permit which allowed for the same permit number to address all of a structure’s elements (electrical, mechanical, plumbing and structural) requiring approval, greatly reducing hours and paperwork. We also introduced several key documents that have allowed staff to efficiently communicate, including a workflow tracking sheet to document approvals, a standardized monthly report using the City’s EnerGov software, and several of the City’s Building Safety handouts, reflecting current codes and standards. Staffing levels are adjusted based on changes in construction activity to ensure that (1) revenue plus expenditures are monitored to ensure that building safety activities are general fund neutral and (2) a high level of customer service is maintained. Interwest successfully transitioned services from the previous service provider and continues to provide the following services:  Building Official  Building Plan Review  Building Inspection  Permit Technician  Front Counter Support CITY OF EASTVALE 2010-Present Upon the incorporation of the City of Eastvale [population 57,000] in 2010, Interwest performed a variety of services which resulted in the delivery of efficient and cost-effective City services, including (1) the gathering of essential information and key data which served as the basis for confirming service area responsibilities for the City of Eastvale, (2) preparation of fiscally prudent and conservative operating budgets and (3) identification of cost-effective, efficient and innovative methods of providing Public Works, Planning and Building Safety activities and services transitioned from the County of Riverside. Since the City’s incorporation, Interwest has created and implemented necessary systems and processes to provide the following services:  Plan Review and Inspections  Building and Safety Code Compliance  Building Department Administration  City Engineering  Development Engineering and Entitlemen  Transportation Planning  Traffic Engineering  Drainage Engineering  Geographic Information System (GIS)  Real Estate Acquisition 7 CITY OF CHINO HILLS 2015-Present Interwest has augmented the city since 2015 with inspection staff. Beginning with one full-time inspector, this service has grown into an additional full-time combination inspector in 2017. Our staff has been seamlessly working as an extension of City staff, collaborating with all departments to help meet City goals. CITY OF WILDOMAR 2008-Present Prior to incorporation on July 1, 2008, Interwest worked on initiatives to gather essential information and data which served as the basis for confirming service area responsibilities for the City of Wildomar [population 35,400]. We prepared fiscally prudent and conservative operating budgets and identified cost-effective and innovative processes for providing public works, planning and building safety activities and services transitioned from the County of Riverside. Since incorporation of the City of Wildomar on July 1, 2008, Interwest has provided the following services: Building Department Administration Building and Safety Code Compliance Building Plan Review and Inspections City Engineering Development Engineering and Entitlemen Transportation Planning Public Works Inspection Traffic Engineering Code Enforcement Drainage Engineering Geographic Information System (GIS) Information Technology (IT) Real Estate Acquisition Grant Writing Approach and Methodology Interwest will provide the City with comprehensive and timely building plan check services to ensure compliance with the building laws of the City and State as part of the City of Lake Elsinore’s permitting process. In this section, we have included our approach to preparing the requested work products and meeting the City’s goals and timeline for this project, as well as additional building and safety services we can provide to the City and its community. Building Plan Check Services We fully understand and are intimately familiar with the procedures and policies of the City of Lake Elsinore. Our experienced staff are ready to assist with solutions and recommendations that are specific to the needs of the Lake Elsinore development community. All off-site plan review services will be performed either by a licensed Civil or Structural Engineer, or an ICC Certified Plans Examiner under the direction of a licensed Civil or Structural Engineer and/or licensed Architect. 8 Interwest’s licensed professional Engineering staff allows us the ability to properly represent the needs of the City, as our plans examiners have the same licenses and qualifications as the project designers. Interwest staff will provide plan review services consisting of the examination, analysis and review of construction plans for various development projects within the City to determine compliance with all applicable building regulations. Dependent upon each project assigned, plan reviews may consist of an examination of grading, site drainage, on-site improvement, off site improvement, hydrology reports, geotechnical, structural, life safety, electrical, mechanical, plumbing, disabled access, energy conservation and stormwater management. In addition, a Certified Access Specialist (CASp) is available. Our plans examiners understand and are intimately familiar with applicable building codes and plan review procedures and policies and will readily assist with solutions to complicated plan review issues. Our staff will work with project applicants in a collaborative and professional manner to quickly identify and resolve violations of codes, standards or local ordinances. They will provide thorough plan reviews in an effort to provide complete and accurate construction documents to minimize questions and problems during the construction phase of projects. Interwest and our staff have extensive experience providing plan review service to jurisdictions throughout California. Our role and mission is to meet the City’s goals by providing the following:  Performance of high-quality plan checking in a diligent and professional manner.  Performance of plan checking at the Plan Checker’s own office, at project sites, and in the City as needed.  Performing an evaluation of the applicant’s estimate of the value of the construction project and immediately informing the Building Official or designee if there is a discrepancy between the applicant’s estimate and the City’s or industry standards and practices.  Providing the City a letter including all plan check comments for each submittal and re- submittal of plans.  Interfacing with permits applicants or their representatives to clarify plan check comments as required.  Signing of all approved plans as the “plans examiner of record” in accordance with standard Building Department practice.  Performing all plan check services within ten (10) calendar days for first round review and five (5) days all subsequent reviews.  Meeting with City representatives and /or permit applicants or their representatives to review requirements of governing codes for projects in preliminary design or working drawing stages.  Entering plan check comments and inspection results into the City’s permitting software system, the City employs the EnerGov system. 9  Providing technical advice to City personnel related to all matters of engineering, including but not limited to Disabled Access, current building code requirements, State and Federal regulations, and structural engineering. City-Focused Services The Interwest team will maintain a focus on the department’s service needs to ensure the smooth implementation of all code and amendments utilized by the City. We have a unique knowledge and understanding of the City’s processes and requirements from our prior experience and work with City staff on the proposed projects. Responsive Project Management By cooperating and working closely with all of the entities responsible for project approval, we will maintain a collaborative working relationship that centers on successful project processing. We have an understanding of City procedures and will continue to work closely with other City departments and outside agencies as directed to ensure a timely, seamless and efficient development approval process. We will continue to minimize surprises that can lead to costly delays due to plan revisions late in the approval process by beginning work early with the project design team involved with major construction projects. Our facilitative approach to project review stresses building safety while allowing for innovation in approach to resolve complicated building design issues. At Interwest, we also recognize the needs of sensitive projects and those that require special attention to meet the needs of the community. Communicating Plan Review Results Plan reviews will consist of clearly written comments which include specific deficiencies and the associated code requirement. We will also accommodate special project plan review needs, such as fast-track or expedited reviews. We will maintain turn-around goals to ensure timely services for permit applicants. Specifically, plan reviews, when not immediately approved, will result in lists of comments referring to specific details and drawings, and referencing applicable code sections. Interwest will provide a clear, concise, and thorough comment list from which clients, designers, contractors, and owners can work. Comment lists are delivered to the applicant and other designated recipients via email, FAX, and/or reliable overland carrier. In addition, staff is available for pre-construction or pre-design meetings, field visits, contacts with the design team, and support for field inspection personnel as needed. With some reasonable limitations, pre-construction and pre-design meetings associated with projects that we plan review are considered part of the plan review service. Meeting Attendance Our staff is available for pre-construction or pre-design meetings, field visits, contacts with the design team, and support for field inspection personnel as needed. With some reasonable limitations, pre- construction and pre-design meetings associated with projects that we plan review are considered part of our service. 10 Electronic Plan Check Services Interwest currently provides electronic plan review services for multiple jurisdictions throughout California, and we are prepared to provide electronic plan check services for the City of Lake Elsinore. Many jurisdictions are seeing the benefits of electronic plan review, especially for large, complex projects. Electronic plan review services deliver many benefits to cities, including substantially improved turnaround times; secured accessibility to documents; and reduced paper storage. While we are experienced and able to work with many different platforms for electronic plan review, our preferred system is Bluebeam Revu, an industry-leading software used by many jurisdictions, design teams and contractors to review and annotate construction documents. We have worked with multiple clients to purchase and deploy Bluebeam software to each user, preparing jurisdiction-specific stamps and tools used in the plan review process, and ongoing training on the use of the software. Additionally, we have set up electronic submittal systems based on Citrix ShareFile, allowing permit applicants to submit their construction documents remotely. This functionality has enabled our clients to continue providing services during a time when COVID-19 put a halt to many municipal functions. Our staff is experienced providing electronic plan review and can work closely with the City on any electronic plan check method that is utilized; we understand the City’s preferred system is EnerGov. Interwest staff are exceptionally familiar with EnerGov as we have been using this system in our current contract with the City and several other clients. Our team will not need training or orientation to continue providing these services to the City. Our goal is always to collaborate with and support the Building & Safety Division by providing thorough, accurate and timely plan reviews. Plan Review Tracking Method & Billing Process We will create and maintain a Jurisdiction File containing our research on any unique amendments or specifications required by your jurisdiction, billing arrangements, contact information and any special requests you would like us to keep in mind. Interwest uses a custom database to maintain and track all plans throughout the review process from the moment you request a pick-up and/or shipment to delivery of the final, approved documents. Information such as project name, City’s project number, assigned plan reviewer(s), date documents were received, plan review cycle and completion date for current review can be provided. In addition to standard phone communication, custom reports can be emailed. In addition, we can provide online tracking for the City with a custom-designed web template geared to provide any reporting and information needs required. Our staff is available during standard business hours to answer questions via phone or email regarding the actual plan review in progress. We maintain active email accounts and our staff will be responsive to any City or applicant needs. If we cannot speak directly to a caller, we will return calls no later than 24 hours. Code Interpretations Interwest’s engineers and plans examiners will provide unbiased recommendations and background information to the Plan Check Engineer supervisor in order to provide the appropriate recommendation to the Building Official for final review and approval. These recommendations and background information will help applicants understand specific code-related requirements and alternative methods for compliance. 11 Transporting Plans Interwest will arrange for all pick-up and delivery of plan review documents from City at no additional cost to the City. Interwest uses varied methods of pick-up and delivery with the goal of providing same- day service. In addition, our staff utilize several types of electronic plan review software and editable PDFs to provide more efficient and timely reviews. Plan Review Tracking For plan reviews performed in our local office, Interwest will utilize our custom designed plan review tracking system to track all information pertinent to each plan review project. Information such as the project name, city project number, date project was received, date all services were completed, resubmitted dates, assigned plans examiners, plan review cycle, and current plan review status are tracked. Our plan review tracking system provides remote access, allowing real-time plan review status information to be available to the City’s Permit Technician and clients. We will provide a private and secure login that allows our City-based staff to check, at any time, the status of a plan review project. Maximum Service Delivery Timeframes We consistently complete plan reviews within the timeframes (or faster!) listed below as our standard business practice. We work hard to accommodate any turn-around schedule desired by the jurisdiction. Multi-disciplinary reviews are typically performed in our offices but we are available for onsite work when required and whenever possible. We can furnish the following tiered turnaround: Maximum Turn Around Time RESIDENTIAL First Check Re-Check New Construction 10 Working Days 5 Working Days Addition 10 Working Days 5 Working Days Remodel 10 Working Days 5 Working Days NON-RESIDENTIAL First Check Re-Check New Construction 10 Working Days 5 Working Days Addition 10 Working Days 5 Working Days Remodel (T.I.) 10 Working Days 5 Working Days Special Projects and Accelerated Service Interwest is able to accommodate special project plan review needs such as fast-track, multi-phased, or accelerated plan reviews. We establish project specific turn-around goals and procedures with City staff for these types of projects based on the complexity of the projects as well as the construction schedule. Our staff of engineers and plans examiners will work with the City to resolve all plan review issues. Our staff will deal directly with applicants and their designers during the plan review process to resolve all issues in a collaborative manner to resolve plan review issues as quickly as possible. 12 Technical Capabilities for Plan Review Our plans examiners will provide plan check services, including building, accessibility, architectural, civil, electrical, energy conservation, green building standards, mechanical, plumbing, stormwater/NPDES, structural, geotechnical and seismic to confirm compliance with all applicable codes and amendments, including the latest adopted versions of the California Building Code (CBC), California Residential Code (CRC), California Mechanical Code (CMC), California Plumbing Code (CPC), California Electrical Code (CEC), California Fire Code (CFC), California Energy Efficiency Standards, CALGreen, (California Green Building Code), Accessibility and Energy Conservation requirements as mandated by State Title 24, and City specific regulations and policies, as applicable. Architectural Interwest’s non-structural plans examiners are experienced with plan review services for a vast array of projects including large residential, commercial, institutional, industrial, retail, and OSHPD 3 medical office buildings. Many of our plans examiners are CASp certified. Completed plan review projects range from single-story residential projects to complex high rise buildings and numerous building additions and remodels. We are experienced and familiar with the use and application of the most current editions of the state and model codes. Structural Our structural engineers have experience designing and reviewing projects utilizing virtually all building materials. Our structural plan reviewers will verify that structural designs are in compliance with submitted Geotechnical Report findings and recommendations and Ground Motion Hazard Analysis recommendations for design and construction. Our engineers have designed or reviewed a wide array of structural systems and are experienced with the provisions of the state and model codes. Mechanical, Plumbing & Electrical Interwest’s Mechanical and Electrical Engineers and Plans Examiners are well versed in the California Mechanical, Plumbing and Electrical codes. We will review submitted design documents to ensure compliance to the current edition of the state codes and Jurisdiction-Adopted Amendments or Ordinances. Green Building Standards Our staff is familiar with the incorporation of CALGreen building criteria into project designs and the resulting potential impact as related to the building codes. In addition, staff members have participated in the development of various “green” standards for super adobe, rammed earth, and straw bale construction, to name a few. In addition, for projects pursuing LEED certifications, Interwest has multiple LEED certified individuals on staff available to assist with any certification issues. 13 T24 Energy Compliance Our engineers and plan reviewers are up-to-date on all California Energy requirements as they relate to both new and remodel construction for residential and commercial projects. The Energy Efficiency Standards for Residential and Nonresidential Buildings were established in 1978 in response to a legislative mandate to reduce California's energy consumption. These standards are updated periodically to allow consideration and possible incorporation of new energy efficiency technologies and methods. Access Compliance – CASp Review and ADA Evaluation Multiple on-site staff are intimately familiar with California Accessibility requirements holding ICC and CASp certifications. All of Interwest’s CASp-Certified professionals are knowledgeable of state and federal accessibility laws and regulations and possess the expertise necessary to promote access to facilities for persons with disabilities. Our goal is to provide experts in the industry who can perform services for building departments in a seamless manner by customizing our services to correspond with our client’s expectations and needs. We work collaboratively with our clients to resolve plan review and inspection related issues as efficiently as possible, ultimately resulting in an expedited process and successful project. Flood Zones Interwest’s staff of engineers and plans examiners have experience in providing plan reviews for projects located in flood zones, as several of our clients have developments that occur in areas prone to flooding. Interwest’s staff has provided numerous plan reviews for projects located in flood zones using FEMA’s Technical Bulletins as well as the local jurisdictions’ ordinances. In addition, members of Interwest’s staff have participated in state-sponsored committees to establish guideline and regulations for construction in areas designated as flood zones. OSHPD 3 Our staff of plans examiners has extensive experience in providing plan reviews for OSHPD 3 projects. Our staff is well versed with the OSHPD 3 requirements contained in the California Building Code. We also employ an OSHPD certified inspector who has recently provided inspection services on behalf of our clients for hemodialysis, outpatient surgery, hyperbolic chamber and general medical clinics. Permit Technician Services Interwest will furnish exceptionally qualified, personnel as required for the City’s front counter as needed. All staff operates as an extension of the City’s team, understands the importance of exemplary customer service, are knowledgeable on the inner-workings of building departments and are thoroughly familiar with the building application and permit process. Our permit technicians are familiar with a multitude of jurisdictional scheduling and tracking systems and can quickly adapt to City requirements. Many of our staff are also dual-role employees and can serve as both inspection and front counter support. Personnel work collaboratively with applicants and have a “can do” attitude to help resolve issues and minimize anxiety for applicants. Qualified 14 candidates will be presented for City approval. Office personnel can provide the following, but are not limited to:  Provide customer support and assistance at the permit center counter as needed and over the phone  Assist the public in completing permit applications and other necessary forms  Determine permit, plan and process requirements for permit applicants and notifying the applicant when construction documents or permits are ready for pick up or issuance  Answer questions quickly and correctly directly from the public, from phone calls and emails  Receive, process and issue building permits and coordinate the plan review and inspection process, including tracking, routing and storage of plans  Review permit application and other pertinent information to verify accuracy and completeness of information  Maintain a variety of public records and filing systems necessary for tracking in-progress applications, permits issued, plan checks in progress, approved plans and other counter related items  Verify projects have obtained all necessary approvals before issuing permits and that the following have been filed with the City: valid contractor’s license, workers’ compensation and valid business license information  Review and approve less complicated, non-structural plan checks over the counter  Create public informational documents, handouts explaining technical issues or requirements for permit issuance, if needed  Welcome and receive customers at the public services counter in a professional and courteous manner Building Inspection Services Building inspectors qualified to perform residential and commercial inspections can be made available as-needed during normal business hours (40 hours/week). Inspectors can also be flexible to assist during special off-hours by request with advance notice. Assigned staff will perform high-quality inspection services, as needed and in a diligent and professional manner, to verify that the work of construction is in conformance with the approved project plans as well as identifying issues of non-compliance with applicable building and fire codes. Our field inspection services will include site inspections and writing legible and understandable correction and violation notices and field reports. Our team will also perform qualified building, combination, and other trade inspections on an as needed, assigned or regular basis on residential, commercial and industrial projects. In addition, we will be available to answer in-person or telephone inquiries. We understand that municipal codes may be frequently updated, so we will ensure that the projects we are inspecting are compliant with current code requirements. More specifically, we will ensure 15 compliance with Title 24 California Building Codes, parts 1, 2, 2.5, 3, 4, 5, 6, 8, 9, 10, 11 and 12, covering structural, fire prevention, life safety, disabled access, energy conservation, green building, plumbing, mechanical and electrical installations in residential, commercial, industrial, existing and historical buildings. Interwest’s ICC/CASp certified inspectors have performed both building and fire inspection services on a wide variety of construction projects including new residential developments, large custom homes, and commercial, institutional, assembly, essential service buildings and industrial projects. When necessary for large or fast-track projects, multiple inspectors are available. Interwest’s inspectors will provide field inspections including site inspections of projects to verify conformance with approved drawings and specifications which will include review of the permit documents to verify that onsite conditions are consistent with the approved documents for square footage, setbacks, heights and any other applicable conditions. Our team can also perform inspection services at the Plan Checker’s own office if needed. At the completion of inspections, Interwest’s inspectors will complete all necessary City forms and documents as required to provide seamless service. We understand that personality and customer service is crucial to on-the-job success, therefore, we have selected inspectors who are well versed in customer service and skilled in dealing with people both at the public counter and in the field. All inspection personnel assigned will be ICC and/or CASp certified as required. Inspector Qualifications & Certifications Interwest retains inspectors who are motivated to achieve the highest level of experience and certification. We work hard to match your jurisdiction’s level of safety and code compliance. All Interwest’s inspectors are ICC-certified. Inspection personnel assigned will be able to read, understand and interpret construction plans, truss drawings and calculations, prepare and maintain accurate records and reports, communicate effectively orally and in writing and to work effectively with contractors, the public and general staff. Inspectors will possess knowledge of approved and modern methods, materials, tools and safety used in building inspection and the most current building standards. Inspection Schedule Interwest will work with your organization to provide inspection staff in a timely manner. Our inspectors are familiar with a multitude of jurisdictional scheduling and tracking systems and can quickly adapt to jurisdiction requirements. Emergency inspections (usually requests that pertain to a serious or urgent life/safety issue) can be provided as they are needed; nights, weekends and holidays. Many of our inspectors are also available to serve at the public counter when needed. 16 SECTION 3 Key Team Member Experiences Our proposed staff has significant direct experience working throughout California providing services similar to those the City of Lake Elsinore requires. The Interwest personnel assigned to this project for the City are highly qualified and experienced in providing building plan check and permitting services to California municipal clients. Comprehensive resumes are included in the Appendix of this proposal. Ron Beehler, SE, CBO ........................................ PRINCIPAL-IN-CHARGE Gil Petris, CBO, ICC ............................................. PROJECT MANAGER Michael Duncan, ICC ....................................... INSPECTION Eddie Muir, ICC ................................................... INSPECTION Rod Jones, ICC ..................................................... INSPECTION David Harnden, ICC .......................................... INSPECTION Michael Austin, ICC .......................................... INSPECTION Bill Rodgers, SE ................................................... STRUCTURAL PLAN REVIEW Rodger Peterson, SE ........................................ STRUCTURAL PLAN REVIEW Elena Hartsough, SE ........................................ STRUCTURAL PLAN REVIEW John Weninger, SE ............................................ STRUCTURAL PLAN REVIEW Ali Sadre, SE, CASp ............................................. CASp PLAN REVIEW | STRUCTURAL PLAN REVIEW Soon Cho, PE, CASp, ICC ................................... CASp PLAN REVIEW | STRUCTURAL PLAN REVIEW Chandra Desai, PE ............................................. STRUCTURAL PLAN REVIEW Sal Kaddorah, PE ............................................... STRUCTURAL PLAN REVIEW Sandra Schmitz, PE .......................................... STRUCTURAL PLAN REVIEW Charles Nganga, PE, ICC ................................. STRUCTURAL PLAN REVIEW Kyle Hansen, PE .................................................. STRUCTURAL PLAN REVIEW Hossein Afrouzeh, ME, EE .............................. MECHANICAL | PLUMBING | ELECTRICAL PLAN REVIEW Randy Brumley, ME, ICC ................................. MECHANICAL | PLUMBING PLAN REVIEW David Castillo, ME, FPE …………………………….. MECHANICAL PLAN REVIEW Jingpei Zhang, EE ……………………………………… ELECTRICAL PLAN REVIEW David Kniff, RA ……………………………………………. ARCHITECT | F&LS PLAN REVIEW Jim Lau, RA, ICC……………………………………………. ARCHITECT | F&LS PLAN REVIEW Andrew Burke, CASp, ICC …………………………. CASp PLAN REVIEW | F&LS PLAN REVIEW Annette Mayfield, CASp, ICC ………………….. CASp PLAN REVIEW | F&LS PLAN REVIEW Mark Berg, CBO, ICC ………………………………….. F&LS PLAN REVIEW Denise Reese, CBO, ICC ……………………………. F&LS PLAN REVIEW Vivian Petris ………………………………………. PERMIT TECHNICIAN Stephanie Gumpert, ICC ………………………… PERMIT TECHNICIAN Alma Munguia ………………………………….. PERMIT TECHNICIAN | ADMINISTRATIVE ASSISTANT Samantha Leslie ……………………………….. ADMINISTRATIVE ASSISTANT 17 Management Team’s Experience & Qualifications Ron Beehler, SE, CBO will serve as Principal-in-Charge and as the management contact to the City. Ron utilizes experience gained through more than 36 years of hands-on experience performing life safety, accessibility, and structural plan reviews to successfully manage building departments, building department services and high- profile building projects on behalf of public agencies throughout California. Ron’s experience includes establishing and coordinating on-site building department services for large multi-building projects and unique fast- paced development projects. Ron has served as Chief Building Official for multiple California public agencies including interim assignments. He has provided building department assessments on behalf of municipal clients to identify inefficiencies and implement best practice improvements. Additionally, Ron has developed and taught multiple full- and half-day classes on a variety of building code related topics on behalf of CALBO and local International Code Conference chapters throughout the State. Ron Beehler // Principal-in- Charge  BS, Civil Engineering, California State University, Chico  CA Licensed Structural Engineer | SE3632  CA Licensed Civil Engineer | CE39404  International Code Council | 801789 18 Gil Petris, CBO, ICC brings over 35 years of building official, plan reviewer and building inspection experience. His progressive and extensive knowledge of the building industry and municipal organizations translates to efficient and effective services to our clients. He served 23 years at the City of Signal Hill with his most recent work as their building official managing all administration and day-to-day operations of the building department. He gave special attention to developing and implementing several new procedures and processes that resulted in a more streamlined and organized approach to plan review, inspections, budget and inter-department functions. His role also required close collaboration with City Council, public works, planning and community development staff. Gil is an excellent supervisor and communicates effectively with co-workers, architects, engineers, property owners, and the general public, both verbally and in writing. He is known for his patience and intelligence, and ability to advise and interpret building codes and standards from small to complex projects. These qualities deliver strong results when managing a building department. Gil has provided his services to Interwest since 2013. Supporting Staff Michael Duncan, ICC BUILDING INSPECTION Michael is an experienced building inspector and permit technician who holds ICC certifications as a Building Inspector; Residential Mechanical Inspector; Residential Building Inspector; Residential Plumbing Inspector; Residential Plans Examiner; Commercial Building Inspector; Commercial Electrical Inspector; Commercial Plumbing Inspector; Commercial Mechanical Inspector; Mechanical Inspector; Plumbing Inspector; Commercial Combination Inspector; and Permit Technician. He is currently a Board Member of the International Code Council Citrus Belt Chapter. Michael is also affiliated with the American Concrete Institute, International Association of Plumbing and Mechanical Officials, the American Welding Society and Aircraft Owners and Pilots Association. Eddie Muir, ICC BUILDING INSPECTION Eddie is a professional building inspector with over 20 years of new home development and construction experience, including a decade of experience working within municipal building departments. He possesses 24 current ICC certifications, including Commercial and Residential Combination Inspector certifications and Accessibility Plan Check and Inspection Certifications. Gil Petris // Project Manager o International Code Council, 822420 o ICC Certified Building Official o ICC Combination Inspector o ICC Mechanical Inspector o ICC Electrical Inspector o ICC Plumbing Inspector o ICC Building Inspector o ICC Residential Plans Examiner o ICC Combination Dwelling Inspector – Uniform Codes 19 Rod Jones, ICC BUILDING INSPECTION Rod is a certified building inspector offering more than 16 years of local government experience. He also brings over 30 years’ experience in the field of construction, with a focus in electrical, and project management. Rod has earned a reputation as a valuable and cooperative worker by being fair, honest, and willing to help others when needed; effectively resolving conflicts; and assisting new managers and other staff with building codes, policies, and operations. David Harnden, ICC BUILDING INSPECTION David has over 25 years of experience in the electrical and general construction industry, including over 15 years spent serving as sub-contractor foreman providing intensive quality control. This practical, hands-on proficiency makes him a valuable member of any team. Informed by his background as a contractor and electrician, David started his inspector career under the mentorship of senior Interwest staff for the City of Wildomar. He has now provided city inspector duties for the Cities of Corona, Indio, Anaheim and Pomona. David possesses ICC certifications for Residential Building Inspection and Plumbing Inspection. Michael Austin, ICC BUILDING INSPECTION Michael has over 25 years of experience providing building inspection services in both the private and public sector. He also has over 8 years of experience as a journeyman carpenter in commercial construction. This background gives him a thorough understanding of the construction process which, combined with his several certifications, make him a qualified addition to any team. Michael truly enjoys providing building inspection and sharing his knowledge with others. He likes to work collaboratively with contractors and the design community, and has often been responsible for interfacing with homeowners and the general public, helping them to understand the process of achieving code compliance. Bill Rodgers, SE STRUCTURAL PLAN REVIEW Bill has more than 30 years of experience in the field of structural engineering, including more than 16 years of experience as a plan review engineer. Bill's wealth of experience includes a varied and vast list of projects throughout Northern California and Nevada. He is in demand for hands-on work within jurisdictions due to his great success in blending excellent engineering skills with responsive customer service. R oger Peterson, SE STRUCTURAL PLAN REVIEW With more than 30 years of experience in structural design and plan review, Roger brings considerable depth and knowledge to any project. Roger is a California Registered Structural and Civil Engineer who has designed and provided plan review services for multi-story steel and concrete-framed buildings, as well as one-story structures utilizing steel, concrete, timber and masonry framing systems. His design experience includes schools, commercial and industrial projects, micro-chip production facilities, power plant installations and multi-family residential projects. Roger's expertise contributes to the success and safety of all projects. 20 E lena Hartsough, SE STRUCTURAL PLAN REVIEW Elena is a dedicated structural engineer with over 15 years of experience designing structures, from small home renovations to large warehouse spaces and commercial buildings including elementary schools, community colleges and university classroom buildings, dormitories and laboratories. Elena’s strengths include experience with multiple building materials including wood, light-gauge metal, masonry, steel and concrete; knowledge of the California Building Code and proficiency in relevant software programs including Enercalc, SAP2000, L-Pile and AutoCAD. J ohn Weninger Jr., SE STRUCTURAL PLAN REVIEW John has more than 40 years of experience in various aspects of the engineering process and code compliance. He holds a master’s degree in Civil Engineering with a concentration in Structural Engineering as well as a bachelor’s degree in Civil Engineering. Recently, John received Honors as a Fellow for the Structural Engineers Association of California. He has a lengthy list of past projects that vary from residential to commercial, from school modernization and the new building design to plan review and project management services. John is also experienced in staff supervision and customer service, which makes him not only accomplished in his skill but also adaptable to various projects and work situations. Ali Sadre, SE, CASp CASp PLAN REVIEW | STRUCTURAL PLAN REVIEW Ali reviews projects for compliance with the IBC and CBC, Title 24 for life-safety and structural design. The projects have included high-rise, multi-residential, commercial, schools, hospitals, hotels, casinos, sports arenas, essential facilities, hazardous occupancies, UC, or CSU projects, Port District, Federal, State, DOD, Navy & Department of Correction projects, tunnels, bridges & lifeline structures. This review demands thorough familiarity with structural and seismic provisions of the CBC, SEAOC Blue Book, State Historic & Existing Building Codes, ASCE-41, Tall Building Initiative and other design guidelines and standards for new buildings, as well as seismic strengthening of existing buildings. Soon Cho, PE, CASp, ICC CASp PLAN REVIEW | STRUCTURAL PLAN REVIEW Soon’s engineering experience spans more than 25 years, with practical professional experience in the public and private sectors. A California registered Civil Engineer with a Master’s in Civil Engineering, Soon has provided an array of engineering services on all sizes of projects as municipal engineering staff for Southern California cities including Los Angeles, Fullerton, Newport Beach and Huntington Beach. Soon is certified by the State of California as a Certified Access Specialist to review building plans and inspect buildings and sites for compliance with applicable state and federal construction-related accessibility standards. He also holds multiple certifications from the International Code Council (ICC) as a California Building Plans Examiner, California Commercial Building Inspector, California Residential Building Inspector, Residential Fire Sprinkler Inspector/ Plans Examiner and Building Inspector. 21 Chandra Desai, PE STRUCTURAL PLAN REVIEW Chandra has more than 30 years of experience in structural engineering, which includes design of structures for residential, commercial and industrial facilities. He has designed steel and concrete structures for nuclear, petro-chemical and gas plants. His experience also includes more than 15 years of plan checking for the County of Riverside for engineering and non-structural plans for all types of buildings. Chandra has a calm, diplomatic management style where he concentrates on the complicated task at hand resolving issues and solving problems quickly and easy to the satisfaction of all parties involved. Sal Kaddorah, PE STRUCTURAL PLAN REVIEW Sal is a registered engineer with over 30 years of industry and municipal experience, serving major metropolitan governmental agencies throughout Southern California. He spent 18 years of his career serving the Southern California City of Manhattan Beach, beginning as a Senior Plan Check Engineer and progressing to become the City’s Building Official and filling in as the Director of Community Development as-needed. This has given him valuable perspective on and respect for working in a municipality at multiple levels. This insight allows him to problem solve and work effectively within this environment to the satisfaction of existing City staff, the development community and the general public. Over his career, Sal has cultivated expertise and a proven track record of providing City clientele with thorough and accurate reviews on a multitude of projects scopes and scales. Sal continues to stay current and well-informed of the latest techniques and technologies to ensure client satisfaction and effective communication. Sandra Schmitz, PE STRUCTURAL PLAN REVIEW Sandra is a registered Civil Engineer with 10 years of experience, eager to continue learning and growing in the industry. She has already gained valuable experience in both the public and private sector, from performing complex structural analysis and calculations, to internally managing the plan check approval process. Charles Nganga, PE, ICC STRUCTURAL PLAN REVIEW Charles is a registered civil engineer with a Master of Science degree in Civil Engineering from California Polytechnic State University from San Luis Obispo. In addition to his civil engineer license he is certified ICC plans examiner with extensive experience providing plan review services. His plan review experience includes large multi-story steel structures, concrete structures, multifamily housing projects, hotels and medical offices. Charles’ knowledge of California codes allowed him to develop and present code classes on the 2016 CRC Design Code and Code Change Highlights to ICC chapters throughout Northern California. Charles has demonstrated the ability to understand and apply the code to the most complex of projects with an in depth understanding of the California Building codes and their applicability to any large project. His work experience, as well as his excellent education, provides Charles with a solid foundation to provide our clients with exceptional service. 22 Kyle Hansen, PE STRUCTURAL PLAN REVIEW Kyle is a California registered professional engineer and a Magna Cum Laude graduate of California State University, Chico with a degree in Civil Engineering. Kyle provides plan review services to jurisdictions throughout California and has experience with a wide range of projects including new single-family homes and remodels, large master planned communities, multifamily housing, hotels and mixed-use developments. Kyle’s experience and excellent education provides him with a solid foundation to provide our clients with exceptional service. Hossein Afrouzeh, ME, EE MECHANICAL | PLUMBING | ELECTRICAL PLAN REVIEW Hossein is a licensed electrical and mechanical engineer with a rich background in the industry, including over 10 years of construction experience and over 35 years of design, construction management support experience, and plan review engineering. He is a well-rounded project leader with strong interpersonal and communication skills with ability to lead a design team of Electrical, Mechanical, and Plumbing engineers to adhere to the client and code requirements. He is familiar with the preparation of contract documents for mid-rise multi-residential, commercial, industrial, and educational buildings, and he has been responsible for the electrical system design for many projects from inception to completion including construction administration and commissioning of medium voltage power distribution systems, substations, lighting and power, fire alarm, and security systems. Randy Brumley, ME, ICC MECHANICAL | PLUMBING PLAN REVIEW Randy is a Mechanical Engineer and ICC certified Mechanical Plans Examiner with more than 10 years’ experience in plan review, design, development and production of complex industrial products. Randy has extensive experience providing mechanical and plumbing plan review services on mixed use projects, multi-story housing projects, college campuses and hotels and provides plan review of complex California Title 24 Energy Code issues. Additionally, Randy developed and presented a code class utilizing his knowledge and expertise in the mechanical engineering field. Randy has been recognized for innovative development and creative design solutions and is accomplished in project management as well as interdisciplinary team building and leadership with proven record meeting challenging timelines and budget requirements for design and manufacturing deliverables. David Castillo, ME, FPE MECHANICAL PLAN REVIEW David brings more than 30 years of breadth, depth, and knowledge of mechanical engineering, design, and plan review to any project. A California licensed professional Mechanical Engineer and Fire Protection Engineer, his expertise encompasses HVAC, Plumbing, Medical Gases, and Fire Sprinklers. David’s background includes mechanical engineering, design, and plan review on Central Treatment Centers, Substance Abuse Treatment Facilities, Inpatient Mental Health Clinics, and Inmate Housing Units for the Department of Corrections. He has engineered and designed Acute Care Hospitals, Skilled Nursing Facilities, Surgery Clinics, Psychiatric Hospitals, Pharmaceutical Plants, Industrial Plants, Educational Facilities, and Hi-Rise Commercial Buildings. Jingpei Zhang, EE ELECTRICAL PLAN REVIEW Jingpei is a California registered engineer with more than 25 years of experience and a Masters degree in Electrical and Electronic Engineering. Over his career, he has designed a variety of facilities and 23 systems, including electrical distribution systems for healthcare centers; data center facilities; commercial and industry buildings; and schools. Jingpei also has extensive experience providing electrical plan reviews on a multitude of projects including multi-story housing, large stadium projects. the UC Merced 2020 project, hotels and high-rise buildings. David Kniff, RA ARCHITECT | F&LS PLAN REVIEW David has more than 30 years of practical experience as the Principal Architect of his own firm and as a General Contractor. He is an effective problem solver and can easily articulate solutions and complex problems. David has a deep understanding of current local, state and federal codes, and has prepared plans under IBC and CBC codes for many residential and commercial projects located in California and Texas. Jim Lau, RA, ICC ARCHITECT | F&LS PLAN REVIEW Jim is a California Registered Architect and is certified by the International Code Council as a Building Plans Examiner. Jim’s services include architectural, disabled access, green, energy, plumbing, mechanical and electrical review of residential and commercial buildings including clinics and medical office buildings, multistory office buildings, retail shops, malls, parking structures, apartment complexes over underground parking garages, single family dwellings and condominiums. Andrew Burke, CASp, ICC CASp PLAN REVIEW | F&LS PLAN REVIEW Andrew is a Certified Access Specialist and ICC certified Plans Examiner with more than 17 years of industry experience in plan review, inspection, administration and estimating. Andrew has extensive plan check experience in multi-story mixed use projects and provides in-depth review of accessibility issues to ensure compliance with all California building codes. His CASp certification provides him the ability to ensure all aspects of accessibility have been achieved. His formal training in ICC codes, as well as on-the-job experience, helps him to provide thorough and accurate commercial and residential plan reviews and inspections. Andrew is an excellent asset to any building department both in the office and out in the field. Annette Mayfield, CASp, ICC CASp PLAN REVIEW | F&LS PLAN REVIEW Annette has over 13 years of experience performing life-safety, architectural, mechanical, plumbing, electrical, fire codes, accessibility and structural reviews in residential, multifamily and commercial projects, including specialty reviews of OSHPD 3 licensed clinics, industrial facilities, high rise buildings, hotel/motels, residential care, and educational facilities. This valuable experience is also evident in that Annette specializes in working directly with applicants, designers and jurisdictions, having successfully served multiple municipalities throughout California and Nevada, with a focus in the Central Valley. Mark Berg, CBO, ICC F&LS PLAN REVIEW Mark is an ICC Certified Building Official, Plans Examiner and Building Inspector with experience performing life-safety, architectural, mechanical, plumbing, electrical, and structural plan reviews for residential, multi-family and commercial projects. Mark has successfully guided department staff with inspection and plan review of all phases of complex construction projects. He is experienced utilizing building department permit tracking software and managing all common building department 24 responsibilities, including plan review, multi-discipline inspections, plan review and inspection scheduling, field supervision, regulatory compliance, code interpretation, and project acceptance. Mark also makes a difference to our clients and those he works with through his skills in complaint resolution, problem solving, damage assessment and team building. Denise Reese, CBO, ICC F&LS PLAN REVIEW Denise is an ICC Certified Chief Building Official, Life Safety Plans Examiner and CALGreen Inspector. She has experience performing life-safety, architectural, mechanical, plumbing, electrical, and structural reviews in residential, multi-family and commercial projects. Her vast code knowledge enables her to provide high level plan review services for all building and occupancy types including mid-rise and podium structures, reviews for the State Fire Marshal on institutional buildings for the UC system, the state prison system and OSHPD 3 clinics. Additionally, Denise successfully presented code classes on the 2016 CRC Design Code and Code Change Highlights to ICC Chapters throughout Northern California. This valuable experience is also evident in that Denise specializes in working with applicants, designers and jurisdictions ensuring all plan reviews are provided in a seamless and professional manner. Vivian Petris PERMIT TECHNICIAN Vivian has 4 years of experience as a Permit Technician, working with various Interwest Southern California clients. She most recently has been working for the City of Wildomar where she performs at the public counter, accepting plans from applicants, issuing permits and calculating fees and charges and field information requests. Vivian acts as a liaison between contractors, developers, architects, Fire Department and all City departments to facilitate approval of commercial and residential building projects. She has great communication skills and is bilingual in English and Spanish. Stephanie Gumpert, ICC PERMIT TECHNICIAN Stephanie is a permit technician with a long history of providing top quality customer service. She started her Permit Technician career working as a permit Technician for the City of La Quinta. She has since worked as a Permit Technician for the City of Pomona. Stephanie is a team player and is dedicated to customer and client satisfaction. Samantha Leslie ADMINISTRATIVE ASSISTANT Samantha has nearly 10 years of customer service and administrative experience. While running her small business on the side, Samantha has obtained exceptional organization and time management skills. She is hard working and has the ability to balance multiple projects while keeping things organized and running smoothly. Her attention to detail and hardworking and motivated personality makes her a great asset to any project or person. Alma Munguia PERMIT TECHNICIAN/ADMINISTRATIVE ASSISTANT Alma has a strong work ethic and computer skills. She provides exceptional customer service to all clients and colleagues and is fluent in English and Spanish and currently is learning French; She is detail oriented and has strong organizational skills. 25 S ECTION 4 Current Clients/Projects Lake Elsinore Projects Interwest has provided on-call building inspection services to the City of Lake Elsinore since December 2016. The contract was amended in April 2018 to extend the term of the contract and increase the compensation amounts for FY 2017-18 and FY 2018-19. A new contract for on-call building services, including inspections, was issued in August 2019. Current Clients/Projects We currently provide services to more than 200 California clients. Below, we include a sampling of local clients to which we have provided related services in the past 12 months. CLIENT SCOPE OF WORK CLIENT SINCE City of Anaheim Plan Review, Inspection & Permit Technician 2015 City of Beaumont Plan Review 2018 City of Bell Building Official, Plan Review, Inspection, Counter Support 2010 Town of Big Bear Lake Plan Review & Inspection 2006 City of Buena Park Plan Review 2016 City of Chino Hills Building & Accessibility Plan Review & Inspection 2015 City of Corona Building & Fire Plan Check & Inspection 2016 City of Costa Mesa Interim Building Official, Plan Review & Inspection 2007 City of Eastvale Building Official, Plan Review, Inspection & Permit Technician 2010 City of Hemet Plan Review & Inspection 2013 City of Irvine Plan Review & Inspection 2007 City of Lake Forest Building Official, Plan Review, Inspection & Permit Technician 2009 City of Long Beach Plan Review & Inspection 2009 City of La Quinta Plan Review 2016 City of Monterey Park Plan Review 2016 City of Murrieta Plan Review & Inspection 2013 City of Pomona Building Official, Building and Grading Plan Review, Inspection & Permit Technician 2009 City of Rancho Cucamonga Plan Review 2016 City of Rialto Plan Review 2016 26 CLIENT SCOPE OF WORK CLIENT SINCE City of Santa Clarita Plan Review & Inspection 2014 City of Tustin Plan Review & Inspection 2007 City of Upland Building Official, Building & Fire Plan Review, Inspection, Permit Technician 2013 City of Vernon Plan Review & Inspection 2011 City of Wildomar Building Official, Plan Review, Inspection & Permit Technician 2008 City of Yorba Linda Plan Review & Inspection 2010 County of Los Angeles Inspection & Permit Technician 2010 County of Mono Plan Review 2009 County of Riverside Plan Review & Inspection 2015 27 S ECTION 5 City’s Contract We have reviewed the terms and conditions identified in the City of Lake Elsinore’s Request for Proposal and in the attached Professional Services Agreement (Attachment A). Interwest would like to discuss the following sections at the time of contract negotiations: I.2. Time of Performance (page 1) a.Time of Essence II.6. Suspension or Termination (page 2) III. 10. PERS Eligibility Indemnification (page 4) IV.15. Indemnity (page 5) 28 SECTION 6 References CITY OF CORONA SERVICES PROVIDED 2016-PRESENT Client Contact: Chris Milosevic, Building Official Telephone: 951.736.2254 Email: chris.milosevic@coronaca.gov COUNTY OF SAN BERNARDINO SERVICES PROVIDED 2018-PRESENT Client Contact: Gary Hallen, Community Development Director Telephone: 909.387.4460 Email: gary.hallen@cdh.sbcounty.gov CITY OF POMONA SERVICES PROVIDED 2009-PRESENT Client Contact: Anita D. Gutierrez, AICP, Development Services Director Telephone: 909.620.2090 Email: AGutierrez@ci.pomona.ca.us CITY OF LAKE FOREST SERVICES PROVIDED 2009-PRESENT Client Contact: Gayle Ackerman, Director of Development Services Telephone: 949.461.3460 Email: gackerman@lakeforestca.gov COUNTY OF RIVERSIDE SERVICES PROVIDED 2015-PRESENT Client Contact: Rendell Klaarenbeek, Building Official Deputy Director of TLMA Telephone: 951.955.1833 Email: rklaaren@rivco.org CITY OF WILDOMAR SERVICES PROVIDED 2008-PRESENT Client Contact: Gary Nordquist, City Manager Telephone: 951.677.7751 Email: gnordquist@cityofwildomar.org 29 SECTION 7 Cost Proposal Inspection Services We can provide inspection services on an hourly basis using our Schedule of Hourly Billing Rates below. Plan Review Services We offer multiple options for plan review services including plan review services utilizing our hourly rates or plan review services based on a percentage of the plan review fee charged by the City as follows: For complete plan review services, we propose a fee of 68% of the plan check fee charged by the City based on the City’s adopted fee schedule. For structural-only reviews, we propose 40% of the plan check fee charged by the City based on the City’s adopted fee schedule. For partial reviews, such as foundation only, preliminary reviews, code interpretation, review of Alternate Method or Materials, or others, we propose to develop a mutually agreeable fee based on the specific project at hand, or provide services on an hourly basis using the rates listed in our Schedule of Hourly Billing Rates. There is no additional charge for courier or shipping services. For expedited or fast-track projects, we propose a fee of 140% of the above noted fees. Hourly Billing Rates The rates displayed in the fee schedule below reflect Interwest’s current fees. Hourly rates are typically reviewed yearly on July 1 and may be subject to revision unless under specific contract obligations. In addition, there is no charge for shipping, supply, or material costs. Our Schedule of Hourly Billing Rates is for engineering support services and for any unanticipated significant services exceeding the scope of services being proposed that may be requested during the term of the agreement. Classification Hourly Billing Rate Building Safety Services Certified Building Official ......................................................................................................................... 145 Senior Structural Engineer ...................................................................................................................... 140 Licensed Engineer Plans Examiner ......................................................................................................... 130 Senior Plan Review Architect ................................................................................................................... 125 ICC Certified Plans Examiner ................................................................................................................... 100 CASp Plan Review and Inspection Services ............................................................................................ 110 Permit Technician ...................................................................................................................................... 65 Inspector I-III........................................................................................................................................ 75-95* Mileage: Vehicle mileage while performing city services will be charged utilizing the current IRS Vehicle mileage rate. *Billing rate to be negotiated based on training and experience of inspection candidate. 30 A PPENDIX Resumes of Proposed Staff Following this page, we have provided detailed resumes of the Interwest staff proposed to provide these services to the City of Lake Elsinore. 31                  32     33 Gilbert Petris Jr., CBO, ICC REGIONAL MANAGER AND CITY LIAISON Gil brings nearly 40 years of building official, plan review and building inspection experience. His progressive and extensive knowledge of the building industry and municipal organizations translates to efficient and effective services to our clients. Gil serves as a Regional Manager in Southern California. Gil works with clients, Building Officials and Community Development Directors to assure client needs are met and all services provided on behalf of Interwest are delivered professionally, timely and in a customer service manner. He also meets with architects, engineers, designers and homeowners as necessary to coordinate the successful delivery of plan review and inspection services. Gil is an excellent supervisor and communicates effectively, both verbally and in writing. He is known for his patience, intelligence, and ability to advise and interpret building codes and standards from small to complex projects. These qualities deliver strong results focused on the success of our municipal clients. PROFESSIONAL HISTORY Regional Manager / Building Official / Interwest Consulting Group / 2013 - Present Serves Southern California clients in the capacity of Regional Manager and Building Official, coordinating plan review and inspection services for multiple clients to ensure timely plan reviews, thorough inspections, accurate permit issuance and other professional services on behalf of municipal clients throughout the region. Manages multiple staff members. Chief Building Official / City of Pomona / 2014 - 2019 Chief Building Official for a major Inland Empire City managing all services provided by the department including front counter services, plan review services and building inspection services. Gil was instrumental in developing and implementing several new procedures and processes that resulted in a more streamlined and organized approach to plan review, inspections, budget and inter-department functions. His role also required close collaboration with City Council, public works, planning and community development staff. Building Official / City of Signal Hill / 2010 - 2013 Managed all aspects of the building department including; budget, plan reviews, inspections, fee calculations, building processes, oil field services, staff mentoring and management. Conferred with architects, contractors, builders, oil operators and the general public in the field and office; explained and interpreted building requirements and codes to ensure compliance. Oversaw field inspections of industrial, commercial and residential buildings during all stages of construction to confirm compliance with all codes and regulations of the city, county, state and federal agencies. Collaboratively worked with City Council members and all department heads. Attended City Council and Planning Commission Meetings. Principal Building Inspector / City of Signal Hill / 1990 - 2010 Responsible for Building Official duties including managing the budget, fee calculations, plan checks and plan check processing, oil field inspections and other various duties at the City of Signal Hill. As a principal building inspector he Years of Experience: 35+ Years w/ Interwest: 7 Education  AA, Building Inspection Technology, Coastline Community College  Various Courses, California State University, Los Angeles  Emergency Management, California Specialized Training Institute Registrations/Certifications International Code Council, 822420  ICC Certified Building Official  ICC Combination Inspector  ICC Mechanical Inspector  ICC Electrical Inspector  ICC Plumbing Inspector  ICC Building Inspector  ICC Residential Plans Examiner  ICC Combination Dwelling Inspector – Uniform Codes  ICC Combination Inspector – Legacy  ICC Mechanical Inspector UMC  ICC Plumbing Inspector UPC  ICC Commercial Combination Inspector  CalOES – Safety Assessment Program Inspector - #80691 34 G ILBERT P ETRIS JR ., CBO, ICC – P ROJECT M ANAGER AND CITY L IAISON performed complex inspection duties in several trade specialties such as structural, electrical, mechanical, plumbing and finish trade areas; ascertained conformance to the California building, plumbing, mechanical and electrical codes, and pertinent provisions of State and County health, environmental and oil code ordinances. Conducted field review of plans and specifications; ensured proper installation of complex building systems. Assisted in zoning, general land use and code enforcement inspections. Participated in Housing Rehabilitation Program activities; conferred and provided technical assistance to home owners; performed inspections and identified deficiencies. Conferred with architects, contractors, builders, oil operators and the general public in the field and office; explained and interpreted requirements and restrictions; issued permits for work to be performed; provided technical assistance to other department staff. Building Inspector | Public Works Inspector / City of Los Alamitos / 1981 - 1990 Performed skilled inspection work to building, housing, zoning, mechanical, plumbing and electrical codes and regulations governing new and existing buildings and housing construction remodeling, repair and use. Inspected the methods and practices for the installation of structural components, fire and life safety features and systems, electrical plumbing and electrical systems. Inspected excavation drainage systems. Answered inquiries and maintained records of inspections activities. Made pre-site inspections for permit applications and coordinated inspections with other agencies and organizations. Inspected mobile homes and mobile home parks. Responsible for repair and maintenance of all City streets, buildings and parks. 35 Michael Duncan, ICC BUILDING INSPECTOR // PLANS EXAMINER Michael manages all aspects of the building permit counter, from the initial point of contact through permit issuance. He communicates with contractors, designers and general public, advising them on all phases of permit processes. Michael manages front counter activities, including directing enquiries to the appropriate departments, with a focus on customer service. Michael is currently a Board Member of the International Code Council Citrus Belt Chapter. He is also affiliated with the American Concrete Institute, International Association of Plumbing and Mechanical Officials, the American Welding Society and Aircraft Owners and Pilots Association. PROFESSIONAL HISTORY Building Inspector | Plans Examiner | Permit Technician / Interwest Consulting Group / 2017 - Present Michael presently serves as a Permit Technician for the City of Pomona. He assists the public at the front counter; issues permit applications, answers questions on policies and procedures. Receives and reviews completed building permit applications, ensures information is accurate and in compliance with building and other related codes. His responsibilities include calculating and estimating fees for permits, collecting fees for various applications and routing all plans to the preferred building department associate. Crew Member / Chipotle Mexican Grill / 2016 - 2017 Michael spearheaded an effort to re-gain customer confidence after a tumultuous period in company history. He adapted to over eighty procedural changes in less than a year and contributed to team success through exhibiting knowledge of high standards and attention to detail. Crew Member / Panera Bread / 2015 - 2016 Michael efficiently executed proper distribution of inventory shipments consisting of over three hundred unique items. Observer / Capital City Enterprises / 2011 - 2014 As a paid observer, Michael observed deployment of personnel and monitored handling of reclaimed materials. He collected field data to prepare rough estimates in preparation for project bids. Years of Experience: 3 Years w/ Interwest: 3 Education  Construction Technology Certificate, Norco College, CA Registrations/Certifications International Code Council, 8344074  ICC Residential Mechanical Inspector  ICC Residential Building Inspector  ICC Residential Plumbing Inspector  ICC Residential Plans Examiner  ICC Commercial Building Inspector  ICC Commercial Electrical Inspector  ICC Commercial Plumbing Inspector  ICC Commercial Mechanical Inspector  ICC Commercial Combination Inspector  ICC Building Inspector  ICC Mechanical Inspector  ICC Plumbing Inspector  ICC Permit Technician  ICC Legal Module  ICC Management Module Areas of Expertise  Permit Technician  Code Interpretation  Construction Concept | Scope  Client Relationship Management  Customer Service 36 Eddie is a professional building inspector with over 20 years of new home development and construction experience, including a decade of experience working within municipal building departments. He possesses 27 current ICC certifications, including Commercial and Residential Combination Inspector certifications and Accessibility Plan Check and Inspection Certifications. Building Inspector / Interwest Consulting Group / 2017 – Present Eddie currently provides combination, residential, and commercial inspections for various clients throughout Southern California. Building Inspector / County of San Bernardino , CA / 2015 – 2017 Eddie performed an individual study to transition the County to new 2016 Codes for structural, electrical, mechanical, plumbing, energy & green requirements. He performed inspections and interpreted codes for a full range of commercial and residential projects. Building Inspection III - Commercial & Residential / City of Anaheim, CA / 2007 – 2015 Eddie was responsible for all stages of building construction inspections and code interpretation. He developed and maintained professional relationships with contractors, engineers, builders, and homeowners. He was responsible for issuing corrections and for data entry of inspection results in the County’s computer system. Eddie utilized CBC and California Electrical, Plumbing, Mechanical, Energy and Green codes to ensure compliance. He also reviewed building plans, truss calcs, engineering / structural reports and energy reports in the office and in the field. Quality Assurance Supervisor / Chateau Interiors & Design Eddie tracked, inspected, and coordinated with New Home Builders on all layout options for seven new residential tracts in Southern California. Inspections included structural, electrical, plumbing and mechanical components. It was Eddie’s responsibility to resolve discrepancies on computer reports with field reps and to act as the liaison between Builders and Trades. Director of Customer Service / Premier Homes / Dates of Work (xxxx -xxxx) Eddie supervised department and field staff for all tracts in the corporate office and in the field. He prepared reports, budgets, correspondences, policies and procedures, and he was involved in addressing legal issues, bond releases and other industry related duties. Eddie routinely dealt with high-end buyers and community sites. Director of Customer Service & Quality Control / Bramalea | Marlborough Development In this position, Eddie cultivated managerial expertise, supervising up to 50 staff members including three in house coordinators for over 20 subdivisions in Southern California. Eddie wrote a Homeowner Manual and Corporate Warranty for buyers and various operations manuals. He led by example ethically and motivated staff to perform their best work. He was responsible for special projects with multi-million-dollar budgets. Years of Experience: 22 Years w/ Interwest:4 Registrations/Certifications International Code Council, 5292628  Commercial Combination Inspector  Commercial Building Inspector  CA Combination Inspector  Building Inspector  CA Residential Electrical Inspector  Accessibility Inspector/Plans Examiner  CA Residential Mechanical Inspector  Commercial Mechanical Inspector  Combination Inspector  Residential Electrical Inspector  Commercial Electrical Inspector  CA Commercial Electrical Inspector  CA Commercial Plumbing Inspector  CA Commercial Building Inspector  Residential Mechanical Inspector  CA Commercial Mechanical Inspector  Commercial Plumbing Inspector  Residential Building Inspector  CA Residential Combination Inspector  Residential Combination Inspector  CA Commercial Combination Inspector  CA Residential Building Inspector  Residential Plumbing Inspector  CA Residential Plumbing Inspector  Mechanical Inspector  Electrical Inspector  ICC Plumbing Inspector 37 Rodney Jones, ICC ICC BUILDING INSPECTOR Rod is a certified building inspector offering more than 23 years of local government experience. He also brings over 30 years’ experience in the field of construction, with a focus in electrical, and project management. Rod has earned a reputation as a valuable and cooperative worker by being fair, honest, and willing to help others when needed; effectively resolving conflicts; and assisting new managers and other staff with building codes, policies and operations. PROFESSIONAL HISTORY Building Inspector / Interwest Consulting Group, Inc. / 2014 - Present Rodney provides building inspection for residential, commercial and industrial projects to various cities. Building Inspector III / City of Murrieta, CA / 1999 - 2014 Performed field inspections comprised of residential, commercial and industrial projects. He was often called upon to intervene with code enforcement, police, and fire department to give his expert opinion on various construction matters. Covered the front counter in the absences of the permit tech or plan checker and assisted with over-the-counter plan check, questions and permit processes.  Assisted with solar plan check and rechecks of various projects  Served as interim chief inspector  Served as interim building official  Served as the building department representative for the City Safety Committee  Served in the Emergency Operations Committee as the liaison between all building assessment staff and the commander- in-charge. Building Inspector I / City of Corona, CA / 1998 - 1999 Inspected commercial and residential construction for compliance with building codes. Volunteer Building Inspector / City of San Dimas, CA / 1998 Assisted senior counter technician. Assisted building inspector staff in the field, including residential and commercial projects. Electrician / Local 11 IBEW / 1996 - 1998 Journeyman electrician, commercial and industrial electrical work. Electrician / Berg Electrical / 1994 - 1996 Journeyman electrician, commercial and industrial electrical projects. Often acting in a lead/foreman position Electrician / Strapa Electric / 1991 - 1994 Electrician for residential and commercial projects. Apprentice Electrician / Blazina Electric / 1988 - 1991 Electrician for residential and commercial projects. Years of Experience: 30+ Years w/ Interwest: 7 Education  Building Inspection, Addison Career Institute  Special Courses in Planning, Zoning, Plan Reading, Field Training, and all aspects of Counter Procedures Registrations/Certifications International Code Council, 1097330  ICC CALGreen Inspector/Plans Examiner  State of California Safety Assessment Program, CA Emergency Management Agency, Disaster Service Worker 38 David has over 25 years of experience in the electrical and general construction industry, including over 15 years spent serving as sub-contractor foreman providing intensive quality control. This practical, hands-on proficiency makes him a valuable member of any team. Informed by his background as a contractor and electrician, David started his inspector career under the mentorship of senior Interwest staff for the City of Wildomar. He has now provided city inspector duties for the Cities of Corona, Indio, Anaheim and Pomona. David possesses ICC certifications for Residential Building Inspection and Plumbing Inspection. Building Inspector / Interwest Consulting Group / 2015 - Present David performs general City inspector duties for the Cities of Corona, Wildomar, Indio, Anaheim, and Pomona. His duties include the inspection of residential and commercial construction, retaining walls, swimming pools, tract housing, multi- family and solar panels. His knowledge and skill in construction and inspection of electrical components applies to complex projects. Ordained Minister / Restores Integrity Ministries / 2004 - Present David’s role as a minister has instilled valuable public speaking and conflict- resolution skills. Foreman | Journeyman / Laursen Electric / 2002 - 2004 David built commercial complexes from underground to completion. His duties included all underground electrical; the installation of switch gear, lighting and outlets; and running power to fire controls, HVAC, and sign lighting while meeting all necessary electrical code requirements. Foreman | Journeyman / Berg Electric / 2001 - 2002 David provided commercial and industrial electrical installations, as well as plan reading and electrical design. Foreman | Journeyman / Nazzareno Electric / 1997 - 2001 David performed and oversaw electrical installation for commercial tenant improvements (TI) which included Verizon and Starbucks stores. Commercial TIs included lighting, switch gear, low voltage, and installation of 110V to 220V plugs on dedicated circuits and data cable. Foreman | Journeyman | Quality Control / Feeter Electric / 1995 - 1997 David acted as a liaison between Fetter Electric and general contractors. His duties included bid procedures, overseeing job safety and performing Commercial TI from start to finish. Years of Experience: 25+ Years w/ Interwest: 6 Education  Electrical Code Training, Long Beach City College, CA Registrations/Certifications International Code Council, 8326503  ICC Residential Plumbing Inspector  ICC Residential Building Inspector 39 Michael Austin, ICC BUILDING INSPECTOR Michael has more than 25 years of experience providing building inspection services in both the private and public sector. He also has over 8 years of experience as a journeyman carpenter in commercial construction. This background gives him a thorough understanding of the construction process which, combined with his several certifications, make him a qualified addition to any team. Michael truly enjoys providing building inspection and sharing his knowledge with others. He likes to work collaboratively with contractors and the design community, and has often been responsible for interfacing with homeowners and the general public, helping them to understand the process of achieving code compliance. PROFESSIONAL HISTORY Sr. Building Inspector / Interwest Consulting Group / 2016 - Present Michael performs inspections of commercial projects, tenant improvement, tract homes, as well as swimming pools, patio covers and room additions. Sr. Building Inspector / RKA Consulting Group / 2011 - 2015 Michael inspected commercial projects, tenant improvement, tract homes, as well as swimming pools, patio covers, and room additions. He provided Code Enforcement and performed over-the-counter plan checks on projects such as swimming pools, patio covers, walls, and photovoltaic systems. Building Inspector II / City of Fontana, CA / 2005 - 2011 Michael inspected commercial projects, tenant improvement, and tract homes. He also has experience working at the front counter bringing in permits for plan check and issuing permits, and also providing simple over- the-counter plan checks such as swimming pools, patio covers, walls, and photovoltaic systems. Building Inspector II / City of Temecula, CA / 1999 - 2005 Michael’s duties included inspection of commercial projects, tenant improvement, multi-dwelling units, custom homes, and tract homes, as well as swimming pools, patio covers, and room additions. Building Inspector II / P&D Consultants / 1996 - 1999 Michael performed inspection of tract homes, multi-family dwellings, swimming pools, patio covers, and room additions for the City of Chino Hills. Building Inspector / City of North Las Vegas, NV / 1995 - 1996 Michael was independently contracted to the City of North Las Vegas to whom he provided tract home inspections. Journeyman Carpenter / E.F. Brady / 1983 - 1991 As a journeyman carpenter, Michael acted as a metal stud framer and drywall hanger, and has experience with composite wall systems, t-bar and lathing. Years of Experience: 25+ Years w/ Interwest: 5 Education  Pacesetter’s Career Institute, Intensive coursework on Building Codes Registrations/Certifications  Post-Disaster Certified by the Governor’s Office of Emergency Services International Code Council, 1066459  ICC Building Inspector  ICC Combination Dwelling Inspector - Uniform Codes  ICC Plumbing Inspector UPC 40 Bill has more than 30 years of experience in the field of structural engineering, including more than 16 years of experience as a plan review engineer. Bill's wealth of experience includes a varied and vast list of projects throughout Northern California and Nevada. He is in demand for hands-on work within jurisdictions due to his great success in blending excellent engineering skills with responsive customer service. Judicial Council of California / California / 2010 – Present Project Manager/Structural Engineer | Bill provides project management and structural plan review services for new court buildings and court building upgrades throughout California. Most recently he provided services for upgrades to the Sonora courthouse, the new courthouse in Modesto and the new eighteen story high rise Sacramento Criminal Courthouse. Division of State Architect / California / 2016 – Present Project Manager/Structural Engineer | Bill provides project management and structural plan review services for new school buildings and school upgrades throughout California. Recent projects include Westmore Oaks Elementary School, Santa Maria High School and El Camino College District, New Behavioral Health and Social Science Building. 2020 Campus Expansion / University of C alifornia, Merced / 2017 - Present Project Manager | Bill ensures all plan reviews are completed within the agreed upon timeframes by leading weekly conference calls with the plan review and onsite team and regularly visiting the project site. Additionally, Bill provides structural plan review services for this expansive project. City of Berkley / Berkeley, CA / 2008 – Present Project Manager | Bill ensures all plan review services for the City of Berkeley are accurate and completed in a timely manner. Downtown Commons Tower / Sacramento, CA / 2016 – 2019 Project Manager | Bill served as the project manager for the plan review of this new 634,357 gross SF 16 story mixed use tower located adjacent to the new Sacramento Kings arena. The tower included office space for the team and area management, a 250-room hotel, 44 residential units and below grade parking. Senior Structural Engineer | Plans Examiner / Interwest Consulting Group / 2006 – Present Bill performs structural plan review for commercial and residential construction for municipalities for various state and local agencies throughout California and Nevada. In addition to providing structural plan review services, Bill is responsible for the production and performance of Interwest’s offices, including maintaining client relationships. Bill’s duties also include performing structural plan reviews for industrial, commercial and residential projects. Years of Experience: 30+ Years w/ Interwest: 15 Education  BS, Civil Engineering, California State University, Sacramento Registrations/Certifications  CA Registered Civil Engineer | 50673  CA Registered Structural Engineer | 4198  NV Registered Civil/Structural Engineer, 18427 Professional Affiliations  Structural Engineers Association of Northern California (SEAONC) 41 With more than 30 years of experience in structural design and plan review, Roger brings considerable depth and knowledge to any project. Roger is a California Registered Structural and Civil Engineer who has designed and provided plan review services for multi-story steel and concrete-framed buildings, as well as one-story structures utilizing steel, concrete, timber and masonry framing systems. His design experience includes schools, commercial and industrial projects, micro-chip production facilities, power plant installations and multi-family residential projects. Roger's expertise contributes to the success and safety of all projects. Hollywood Park / Inglewood, CA / 2018 – Present Structural Plans Examiner | Roger provides plan review services for this new mixed use development which includes retail and office space with associated parking encompassing 28.5 acres. Monterey Park Hotel & Residence / Monterey Park, CA / 2017 – Present Structural Plans Examiner | Roger is providing plan review services for this new mixed use hotel, condominium and restaurant building. Santa Clara County Justice Center / San Jose, CA / 2016 Structural Plans Examiner | Roger provided structural plan review and project management of this 233,695 SF eight story with basement courthouse structure. Nasa Ames Research Center / Moffe tt Field, CA / 2018 Structural Plans Examiner | Roger provided structural plan review and project management of this 1.2 million square foot development comprised of office, research and development space. Structural Plans Examiner / Interwest Consulting Group / 2006 – Present Roger performs structural plan review for industrial, commercial and residential projects for municipalities. He is also responsible for maintaining client relationships. Years of Experience: 33 Years w/ Interwest: 15 Education  BS, Civil Engineering, University of Wyoming Registrations/Certifications  CA Registered Structural Engineer, 3846  CA Registered Civil Engineer, 46096  ID Registered Structural Engineer, 8225  ID Registered Civil Engineer, 8225 Professional Affiliations  Structural Engineers Association Northern California (SEAONC) 42 Elena is a dedicated structural engineer with over 15 years of experience designing structures, from small home renovations to large warehouse spaces and commercial buildings including elementary schools, community colleges and university classroom buildings, dormitories and laboratories. Elena’s strengths include experience with multiple building materials including wood, light-gauge metal, masonry, steel and concrete; knowledge of the California Building Code and proficiency in relevant software programs including Enercalc, SAP2000, L-Pile and AutoCAD. Sac Republic Soccer Stadium / City of Sacramento / 2019 – Present Structural Plans Examiner | Elena provides structural plan review for this new 409,664 SF stadium to ensure compliance with California Building and International building standards, state and local building codes, policies, amendments and ordinances. 65 East Apartments / City of Sac ramento / 2018 – Present Structural Plans Examiner | Elena provides structural plan review of this new five story, 180,724 SF apartment complex. Modesto Court Building / Modesto, CA/ 2018 – Present Structural Plans Examiner | Elena provides structural plan review of this new trial court facility consisting of twenty seven court rooms, eight above grade and one below grade levels and approximately 309,000 SF. Structural Engineer | Plans Examiner / Interwest Consulting Group / 2014 – Present As a Structural Engineer with Interwest, Elena reviews residential and non- residential plans for compliance with California Building, and International building standards; state and local building codes, policies, amendments, and ordinances. Senior Engineer / Department of Water Resources / 2009 – 2014 Elena managed a staff of five, providing resource management and project coordination within the Division of Engineering. She prepared and reviewed preliminary engineering reports, technical memos, and project plans, details, and specifications. She also designed warehouse structure with light-gage wall framing and steel truss roof framing. Years of Experience: 18 Years w/ Interwest: 7 Education  BS, Architectural Engineering, California Polytechnic State University, San Luis Obispo Registrations/Certifications  CA Registered Structural Engineer, SE5538  CA Registered Civil Engineer, C67675 43 John has more than 40 years of experience in various aspects of the engineering process and code compliance. He holds a master’s degree in Civil Engineering with a concentration in Structural Engineering as well as a bachelor’s degree in Civil Engineering. Recently, John received Honors as a Fellow for the Structural Engineers Association of California. He has a lengthy list of past projects that vary from residential to commercial, from school modernization and the new building design to plan review and project management services. John is also experienced in staff supervision and customer service, which makes him not only accomplished in his skill but also adaptable to various projects and work situations. Sac Republic Soccer Stadium / City of Sacramento / 2019 – Present Structural Plans Examiner | John provides structural plan review for this new 409,664 SF stadium to ensure compliance with California Building and International building standards, state and local building codes, policies, amendments and ordinances. Sterling 5th Street Apartments / City of Davis / 2018 – Present Structural Plans Examiner| John provides structural plan review of this new apartment complex in Davis consisting of two four story buildings, a club house and parking garage. North 40 / Town of Los Gatos / 2018 - Present Structural Plans Examiner | John provides structural reviews for the new 211,773 SF mixed use building in the North 40 development consisting of residential, parking garage, community room and commercial. Custom Homes / Town of Atherton / 2012 – Present Structural Plans Examiner | John provides structural plan review services for large custom homes in the Town of Atherton. Pacific Bell Building / Sacramento, CA Senior Structural Engineer / Project Manager | John oversaw tasks from conceptual drawings through construction for the seismically retrofitting for this 17-story building. DMV Building / Sacramento, CA Senior Structural Engineer / Project Manager | John oversaw tasks from conceptual drawings through construction for the seismically retrofitting for this 12-story building. Senior Structural Engineer | Plans Examiner / Interwest Consulting Group / 2012 – Present Performs structural plan review for commercial and residential construction projects for a variety of municipalities in the State of California. Years of Experience: 40 Years w/ Interwest: 8 Education  MS, Civil Engineering, Concentration in Structural Engineering, California State University, Sacramento Registrations/Certifications  CA Registered Civil Engineer, C43746  CA Registered Structural Engineer, S3740 Professional Affiliations  American Society of Civil Engineers Structural Engineers Association of Central California (SEAOCC)  Current Program Chair  Past Presidents  Board of Directors  Convention Chair 2003  Technical Chair 2011  Secretary  Treasurer Publications  “Structural Timber Shearwalls, the Alternatives and the ICC Evolution Service” by Warren, IV, W.L. and Weninger Jr., J.J. for the 2008 SEAOCC Honors  Member, SEAOCC College of Fellows, Inducted June 2016 44 Ali reviews projects for compliance with the IBC and CBC, Title 24 for life- safety and structural design. The projects have included high-rise, multi- residential, commercial, schools, hospitals, hotels, casinos, sports arenas, essential facilities, hazardous occupancies, UC, or CSU projects, Port District, Federal, State, DOD, Navy & Department of Correction projects, tunnels, bridges & lifeline structures. This review demands thorough familiarity with structural and seismic provisions of the CBC, SEAOC Blue Book, State Historic & Existing Building Codes, ASCE-41, Tall Building Initiative and other design guidelines and standards for new buildings, as well as seismic strengthening of existing buildings. Senior Lead Structural Engineer / EsGil – A Safebuilt Company / 1986 - Present Government Consultant | Contractor Ali served over 165 municipalities and state agencies in the United States.  Elected as a fellow of the Structural Engineers Association of California (SEAOC) in 2017  Seismic Safety Commissioner, 2007-2011  President of SEAOSD, 2010-2011  SEAOC Board of Directors Member, 2010-2012  City of San Diego Board of Appeals Chairman, 2008 - 2014  OSHPD Seismic Safety Board Member, 2008-2012  Strong Motion Instrumentation Program Member, 2007-2011  Seismology Committee of SEAOC '96-'97, Chairman  Seismology Committee of SEAOSD '94-'95, Chairman  Steel Sub-committee of SEAOSD '92-'94, Chairman  Current, or former Member - ASCE, EERI and SEAOC  Authored Commentary in the 1998 SEAOC Blue Book on the Seismic Zone Coefficient and Near Source Factors due for publication in late 1998.  Authored Commentary to the 1996 SEAOC Blue Book Provisions on EBF, SCBF and High Strength Reinforcing Steel in Concrete for High Seismic Zones.  Authored a periodical called" Seismic Reconnaissance" circulated by SEAOSD 1994 - 1996  Co-authored SAC Advisory # 3 published in 1995. Years of Experience: 30+ Education  BS, CE, MSCE, Georgia Institute of Technology, Atlanta, GA, 1980 Registrations/Certifications  State Certified Access Specialist (CASp-861)  CA Structural Engineer, S3715  CA Civil Engineer, C42877  ME Civil Engineer, 15622  WA Civil Engineer, 56625  WA DC Structural Engineer, S9020118  WA DC Civil Engineer, S920878 45 Soon’s engineering experience spans more than 25 years, with practical professional experience in the public and private sectors. A California registered Civil Engineer with a Master’s in Civil Engineering, Soon has provided an array of engineering services on all sizes of projects as municipal engineering staff for Southern California cities including Los Angeles, Fullerton, Newport Beach and Huntington Beach. Soon is certified by the State of California as a Certified Access Specialist to review building plans and inspect buildings and sites for compliance with applicable state and federal construction-related accessibility standards. He also holds multiple certifications from the International Code Council (ICC) as a California Building Plans Examiner, California Commercial Building Inspector, California Residential Building Inspector, Residential Fire Sprinkler Inspector/ Plans Examiner and Building Inspector. Senior Plan Check Engineer / Building Inspector / Interwest Consulting Group / 20 19- Present Soon provides building plan review and inspection services, including CASp services, to Interwest clients throughout California. Services include plan review for a variety of commercial and residential buildings that include new construction, tenant improvements, alterations and repairs. Soon reviews plans for compliance with accessibility and energy codes, as well as CALGreen requirements. Senior Plan Check Engineer / Plan Check Engineer / City of Newport Beach, CA / 2008- 2019 As a member of the City’s Building Department / Community Development Department, Soon reviewed architectural and structural plans and engineering calculations, material specifications, soils reports, etc. for compliance with the applicable California Building Code (CBC). His services included plan review for various residential projects, including multi-unit apartments and commercial projects. Soon reviewed grading, erosion control, temporary shoring, WQMP, fire sprinklers, and harbor structures and seawalls, as well as CA accessibility, energy codes, and CALGreen requirements. On a rotating basis with other City engineering staff, Soon provided counter services and answered building code telephone inquiries. He participated in a City task force that created the new Newport Beach Green Building Code Ordinance. Associate Plan Check Engineer / City of Fullerton, CA / 2005-2008 Soon reviewed architectural and engineering plans and engineering calculations, material specifications, soils reports, etc. for CBC compliance. He reviewed residential building and commercial building plans, grading plans and WQMP. He reviewed plans for compliance with CA Title 24 Energy codes and accessibility requirements. Soon also provided counter services and fielded telephone inquiries. Years of Experience: 28 Years w/ Interwest: 2 Education  M.S., Civil Engineering (emphasis on structural engineering), California State University, Long Beach  B.S., Physics, University of California, Berkeley Registrations/Certifications  Certified Access Specialist, CASp-178  CA Licensed Civil Engineer, 57903 International Code Council, 5286419  ICC California Building Plans Examiner  ICC California Commercial Building Inspector  ICC California Residential Building Inspector  ICC Residential Fire Sprinkler Inspector/Plans Examiner  ICC Building Inspector Training  Completed Electrical and HVAC classes offered by Saddleback College  Simpson Hardware training  Participated in continuing Education classes offered by CALBO and ICC, webinar classes, accessible classes  Attended numerous SEAOSC Saturday lectures 46 Structural Engineer Associate / City of Los Angeles, CA / 1999-2005 As a member of the City’s Department of Building and Safety, Soon reviewed structural and architectural plans, engineering calculations, material specifications, construction documents, and various engineering reports for CBC compliance, as well as compliance with Los Angeles zoning codes. Soon’s reviews included historical buildings and high rise buildings. He interacted directly with customers in reviewing plans and issuing building permits. Soon duties included review of commercial/residential structures of steel, concrete, masonry and wood. He assisted the public by resolving customers’ building and zoning questions over the counter and via telephone. Soon gained experience in checking EQ Retrofit compliance with Div. 91 (tilt-up) and Div. 88 (URM). Structural Engineer Associate / Barber & Hoffman, Inc., Cleveland, OH / 1998-1999 Soon performed structural analysis and design for a wide range of commercial and institutional buildings and structural elements, reviewing shop drawings of steel frames and concrete reinforcement layout. His experience included using structural computer programs and creating AutoCAD structural drawings. Program Manager Assistant / City of San Diego, CA / 1998-2008 Soon supported management of construction of commercial projects, apartment buildings and home remodeling. He coordinated scheduling, prepared bidding documents and construction estimates, and supervised daily activities of construction at job sites. This provided Soon with valuable field experience in construction management. He attended jobsite meetings on regular basis to help resolve construction issues and problems. Soon requested change orders, and worked on various construction documents and presentations.  Intern-level Engineer, Jack Choi & Associates, Laguna Hills, CA, 1995  Associate Engineer, Gouvis Engineering, Newport Beach, CA, 1994-1995  Engineering Intern, City of Huntington Beach, Huntington Beach, CA, 1992-1994 47 Chandra has more than 30 years of experience in structural engineering, which includes design of structures for residential, commercial and industrial facilities. He has designed steel and concrete structures for nuclear, petro- chemical and gas plants. His experience also includes more than 15 years of plan checking for the County of Riverside for engineering and non-structural plans for all types of buildings. Chandra has a calm, diplomatic management style where he concentrates on the complicated task at hand resolving issues and solving problems quickly and easy to the satisfaction of all parties involved. Plan Review Engineer / Interwest Consulting Group / 2014 - Present Chandra serves a variety of clients on a contract basis providing comprehensive plan review services. His recent projects include several industrial tilt-up buildings in Mira Loma, track homes for various developers, and the Racetracks in Palm Springs. Performed Electronic Plan reviews for City of Santa Clarita and Pomona. Plan Check Engineer / County of Riverside / 1999 - 2014 Responsibilities included plan review for residential, industrial, commercial and miscellaneous structures for both engineering and non-engineering issues. Worked with outside engineers, architects and other consultants to coordinate and resolve plan review related issues to expedite permit processing and field problem resolution. Helped junior engineers, inspectors and front counter staff to resolve any code related issues. Principal Engineer / Parsons Corporation / 1980 – 1983, 1987 - 1999 Responsibilities included design of steel and concrete structures for petro- chemical plants, gas plants and industrial facilities. Prepared and checked structural design calculations, cost estimates and construction drawings. Extensive use of in-house computer programs and other structural programs in preparing calculations and drawings. Supervised four to six junior engineers and CAD operators in producing construction documents. Prepared cost estimates and man-hour estimates for future and ongoing projects. Senior Engineer / Sargent and Lundy / 1983 - 1987 Work included design of steel and concrete structures for nuclear power plant buildings. Prepared structural calculations for reinforced concrete and steel structures for reactor building and auxiliary building per NRC requirements. Worked on job site for two years to resolve construction problems and coordinated field activities. Years of Experience: 30+ Years w/ Interwest: 6 Education  MS, Civil and Structural Engineering, University of Illinois, Champaign Registrations/Certifications  CA Professional Civil Engineer | 47213 International Code Council, 5123683 48 Sal is a registered engineer with over 30 years of industry and municipal experience, serving major metropolitan governmental agencies throughout Southern California. He spent 18 years of his career serving the Southern California City of Manhattan Beach, beginning as a Senior Plan Check Engineer and progressing to become the City’s Building Official and filling in as the Director of Community Development as-needed. This has given him valuable perspective on and respect for working in a municipality at multiple levels. This insight allows him to problem solve and work effectively within this environment to the satisfaction of existing City staff, the development community and the general public. Over his career, Sal has cultivated expertise and a proven track record of providing City clientele with thorough and accurate reviews on a multitude of projects scopes and scales. Sal continues to stay current and well-informed of the latest techniques and technologies to ensure client satisfaction and effective communication. Senior Plan Review Engineer / Interwest Consulting Group / 2015 - Present Sal serves a variety of clients on a contract basis providing comprehensive plan review services. Sal also, fills in as a building official, as needed. Building Official / City of Manhattan Beach / 2011 - 2015 In this position, Sal supervised and managed the Building and Safety Division, including Plan Check, Inspections, Permit Processing and Code Enforcement. He ensured that construction or alteration work was being done according to approved plans and in accordance with the Provisions of Building Codes. Sal also supervised staff and provided training and guidance to perform required job duties and tasks. He prepared reports and conducted presentations for the City Council, City Manager, City Departments, Boards and Commissions, other Public Agencies, and Private Design and Development Sectors. He also performed complex plan checks for large commercial and residential projects, and worked with the design team to ensure proper code compliance for the final design. On occasion, Sal filled in for the Director of Community Development Department, which involved running the Department operations and managing the Department personnel. Principal Plan Check Engineer / C ity of Manhattan Beach / 2000 - 2011 He oversaw all plan check, and inspection activities within private property of the City. The work included all construction activities, i.e.: Commercial, Industrial and Residential buildings within the City limits. Sal was also responsible for building code development and other code interpretation issues. He managed and supervised permit processing staff and plan check Engineers; provided technical training for staff pertaining to construction codes; and provided technical Code interpretations for the design and construction community. Senior Plan Check Engineer / City of Manhattan Beach / 1997 - 2000 Sal performed plan checks for commercial and residential projects to ensure full compliance with California State codes and City amendments. He provided the Building Official with all technical engineering and life- Years of Experience: 35 Years w/ Interwest: 5 Education  MS, Civil Engineering with Specialization in Structural Engineering Design, California State University, Sacramento, 1988  BS, Civil Engineering, California State University, Sacramento, 1985 Registrations/Certifications  CA Professional Civil Engineer, 43757  NV Professional Civil Engineer, 20795 International Code Council, 861125 49 safety interpretations and decisions on issues related to architectural, structural, disabled access, and energy standards. Associate Plan Check Engineer / City of Sacramento / 1990 - 1997 Sal performed commercial, residential, and industrial plan checks for the City, as well as complex construction inspections, including plan check and inspections of high-rise buildings and large arenas. He provided code training to plan check engineers and inspection staff, as well as members of the design and construction community. Design Engineer / William Merkel Associates / 1985 – 1990 In this role, Sal performed structural design for hospitals, schools, commercial, industrial and residential structures. He was in charge of design and construction projects from initial design phase to completion, including construction costs, budgeting and all related construction issues. Graduate Assistant / California State University, Sacramento / 1985 – 1988 Sal assisted a professor in the Engineering and Science Department with engineering lectures. He also tutored graduate engineering students and graded homework assignments, tests, and engineering reports. 50 Sandra Schmitz, PE CA REGISTERED PROFES SIONAL CIVIL ENGINEE R PROFESSIONAL HISTORY      51 Charles is a registered civil engineer with a Master of Science degree in Civil Engineering from California Polytechnic State University from San Luis Obispo. In addition to his civil engineer license he is certified ICC plans examiner with extensive experience providing plan review services. His plan review experience includes large multi-story steel structures, concrete structures, multifamily housing projects, hotels and medical offices. Charles’ knowledge of California codes allowed him to develop and present code classes on the 2016 CRC Design Code and Code Change Highlights to ICC chapters throughout Northern California. Charles has demonstrated the ability to understand and apply the code to the most complex of projects with an in depth understanding of the California Building codes and their applicability to any large project. His work experience, as well as his excellent education, provides Charles with a solid foundation to provide our clients with exceptional service. 65 East Apartments / City of Sacramento / 2018 – Present Structural Plans Examiner | Charles provides structural plan review of this new five story, 180,724 SF apartment complex. Four Seasons Resort / City of Calistoga / 2016 – 2018 Structural Plans Examiner | Charles provided structural plan review services for the Four Seasons Resort & Residences project which consists of a 57,595-sq. ft. Lodge, 80,761-sq. ft. of hotel accommodations spread out over 16 separate Villas, two pool buildings with a total square footage of 3071 sq. ft. and 20 single family residences with square footages ranging from 2605 to 5807-sq. ft. with 440-sq. ft. detached garages. Bayhealth Medical Offices TI / City of Berkeley / 2017 Structural Plans Examiner | Charles provided structural plan review of this voluntary seismic upgrades on four buildings in Berkeley, CA. The design utilized the evaluation and retrofit procedures of ASCE 41-13, and introduced structural steel buckling restrained braced frames into these nonductile reinforced concrete buildings. The projects range is size from 3,400 s.f. to 60,000 s.f., and the buildings occupy B, F1 and S1 Occupancies. Presenter: 2016 CRC – An Overview Charles presented (code class) on the 2016 CRC Design Code & Code Change Highlights to the following ICC Chapters:  ICC San Joaquin Chapter, 6/14/2017, Hanford CA  ICC Sacramento Valley (SVABO) Minstitute, 5/3/2017, Citrus Heights CA  ICC Redwood Empire Chapter, 4/18/17, Santa Rosa CA  ICC Napa/Solano Chapter, 3/14/2017, Fairfield CA  ICC Shasta Cascade Chapter, 1/19/2017, Redding, CA  ICC Yosemite Chapter, 11/15/2016, Merced CA Years of Experience: 7 Years w/ interwest: 7 Education  MS Civil Engineering, California Polytechnic State University, San Luis Obispo  BS Civil Engineering, Jomo Kenyatta University of Agriculture and Technology  Courses in Public Works Inspection, Plan Reading and Estimating and Advanced AutoCAD, Santa Rosa Junior College Registrations/Certifications  CA Registered Professional Engineer | 85710  ICC Residential Plans Examiner | 8325618 Areas of Expertise  AutoCAD  Microsoft Excel  ENERCALC  RISA 3D  SAP 2000  STAAD  ABAQUS  MATLAB 52 Structural Plans Examiner / Interwest Consulting Group / 2014 – Present Reviews residential and non-residential plans for compliance with California and International Building and Residential Codes and local Building Codes including local policies, amendments, and ordinances. CAD and Database Management Intern / Sonoma County Facilities Development and Management Division / 2011 – 2012  Upgraded the archive database for drawings of county buildings.  Supported Construction Project Management drawing needs. 53 Kyle is a California registered professional engineer and a Magna Cum Laude graduate of California State University, Chico with a degree in Civil Engineering. Kyle provides plan review services to jurisdictions throughout California and has experience with a wide range of projects including new single-family homes and remodels, large master planned communities, multifamily housing, hotels and mixed-use developments. Kyle’s experience and excellent education provides him with a solid foundation to provide our clients with exceptional service. New Single-Family Dwellings and Residential Remodels / California / Ongoing Structural Plans Examiner | Kyle provides structural plan reviews for new single family dwellings and residential remodels throughout California. Hollywood Park / Inglewood, CA / 2019 – Present Structural Plans Examiner | Kyle is providing structural plan reviews for portions of the proposed mixed-use development that encompasses a 28.5 acre site and will be an estimated 516,094 SF. The development will consist of retail space, office space and associated parking. Holiday Inn Express / City of Santa Clarita, CA / 2017 – 2018 Plans Examiner | Kyle worked with one our senior engineers to review the structural portion of this 62,849 SF hotel. Kings County Juvenile Center / County of Kings / 2017 Plans Examiner | Kyle worked with one our senior engineers to review the structural portion of the new day reporting building, intake building and school building at this juvenile detention center. Structural Plans Examine r / Interwest Consulting Group / 2016 - Present Reviews residential and non-residential plans for compliance with California Building, Plumbing, Mechanical, Electrical Codes, Energy Standards, Fire Codes and California Accessibly Standards; State and local building codes, policies, amendments, and ordinances. Academic Support Associate / Department of Civil Engineering, California State University, Chico / 2013 - 2015 Kyle attended weekly and monthly department meetings, tracked students and their progress within your Civil Engineering courses, and completed daily paperwork which included, grading fluid mechanics papers, laboratories, and data entry. Academic Support Associate / College Success Center, Yuba Community College / 2011 - 2015 Kyle facilitated the collaboration of learning groups, scheduled individual tutoring test and examination reviews for students. Kyle also provided drop-in mathematics assistance including Calculus I, II, III, Physics (Mechanics Electromagnetism), Engineering (Statics, Materials). Assistant Manager / Personally Yours / 2009 - 2016 Kyle maintained daily record of all transactions and generated reports for the store manager. He wrote order supply requests, assisted with training of all new staff, directed and supervised employees engaged in sales, inventory, and reconciled cash receipts. Years of Experience: 4 Years w/ Interwest: 4 Education  BS, Civil Engineering, California State University, Chico, Magna Cum Laude, 2015  AA, Civil Engineering, Yuba Community College, 2013 Registrations/Certifications  CA, Professional Civil Engineer | 91071 Professional Affiliations  American Society of Civil Engineers (ASCE)  Mathematics, Engineering and Science Achievement (MESA)  Golden Key National Honors Society Software Expertise  AutoCAD  Civil 3D  STAAD  Microsoft Suite 54 Hossein is a licensed electrical and mechanical engineer with a rich background in the industry, including over 10 years of construction experience and over 35 years of design, construction management support experience, and plan review engineering. He is a well-rounded project leader with strong interpersonal and communication skills with ability to lead a design team of Electrical, Mechanical, and Plumbing engineers to adhere to the client and code requirements. He is familiar with the preparation of contract documents for mid-rise multi-residential, commercial, industrial, and educational buildings, and he has been responsible for the electrical system design for many projects from inception to completion including construction administration and commissioning of medium voltage power distribution systems, substations, lighting and power, fire alarm, and security systems. Hossein is organized and proactive, ensuring that projects are always moving forward. He is able to multitask and manage several projects at varying levels of development, and has the intuitive problem solving skills to identify project issues and bring them to resolution quickly and effectively. Hossein has the interpersonal and communication skills to keep the client and design community apprised of a project’s status, and he is able to work in a complex technical environment, understanding and interpreting the impact of changes. His wealth of experience and breadth of expertise make him a true asset to any City. Senior Mechanical, Electrical and Plumbing Plan Review Engineer / Interwest Consulting Group / 2015 - Present Plan reviewing for Mechanical, Electrical, Plumbing, and Energy Engineering for some of the state of California cities such as Long Beach, Pomona, Tustin, Corona, Rossville, Lake Forest, Monterey Park, Irvine, Fresno, county of Napa, and city of Sanger. Projects include midrise Residential and Hotels with subterrain parking garages, manufacturing facilities, wineries, industrial facilities including hazardous areas, shopping centers, private medical facilities, private schools, Port of Long Beach Pier and Terminal facilities including medium voltage distribution system, pump station projects and administration buildings, midrise office buildings, oil and gas facilities, regular shell and TI for various facilities, restaurant and fast food entities, retails and grocery stores. Lead Senior Electrical Peer Review Engineer / FTRNV. International | SBG Jeddah / 2013 - 2015 In this position, Hossein was in charge of reviewing and commenting on documents and specifications prepared by design consultants, as well as final construction documents and shop drawings prepared by contractors. He provided technical comments for implementation within the package before submitting them for construction. He was additionally responsible for the review and verification of electrical loads of manufacturer material submittals for HVAC and plumbing systems; review of medium and low voltage distribution systems single line diagrams for normal and emergency networks; review and verification of medium voltage switching stations, substations, and transformer rooms for physical layout and code compliance; Years of Experience: 35 Years w/ Interwest: 6 Education  MS, Engineering Science and Management, California Polytechnic State University Pomona, 1981  BS, Electrical Engineering, Tehran Poly Technique/Amir Kabir University, 1971 Registrations/Certifications  CA Registered Mechanical Engineer | 27117  CA Registered Electrical Engineer | 11588 55 review of project cable tray systems for low and medium voltage distributions; review of overall lighting and power distribution systems; prepared technical report for project surge protection device and lighting requirements to implement; prepared method statement for construction procedures and sequence of events for medium voltage switchgears and transformers for site construction crew to follow; preparation of systems voltage drop, short circuit and coordination system with Schneider Eco dial and ETAP software; review of overall system for constructability and provided with required refinements; periodic construction site visits for genera; QAQC and coordination. Principal and Director of Operations / Procedure Engineers, Inc. / 1987 - 2013 He was responsible for the preparation of proposals for MEP engineering fee per architectural design development package and required scope of work; preparation of contract and negotiation with client; attending kick-off meeting with client and project team to refine scope of work and overall project time line; review required electrical system design and set up procedure and general guide line for assigned engineer to follow; review and plan check of prepared electrical drawings for code compliance, project requirements and specification; quality control and quality assurance of all MEP drawings or general conformity and coordination with all disciplines; attending progress meetings with client and other project team for coordination and scheduling; supervising of preparation of final project construction documents and bid package and helping client during bid; periodic site meeting for conformity of construction with contract documents; preparation of in-house procedure and guide lines for QC and QA; general over view of company personnel requirements including hiring and lay-offs; projects cost control and monitoring based on man-hour used on a bi-weekly basis; project scheduling, project management and day-to-day operation of team of engineers and designers; preparation computer software for basic electrical calculations. Electrical Department Manager / Malcom Lewis Associates / 1984 - 1987 In this position, he was responsible for providing man-hour estimates for electrical system design for all potential projects; attending project start-up meeting; preparation of design guide and general design development sketches for electrical designer to proceed with design; day to day supervising of electrical design team and coordinating design progress with other disciplines; attending client progress meeting and coordination with other design team; plan check electrical design package for code conformity and against other disciplines drawings for electrical requirements; prepare and update department design guide lines and procedures; review design drawings and construction documents for construction codes compliance and governmental regulations; project scheduling and project management. Electrical Engineer and Department Deputy / Elliot Group / 1981 - 1987 For this architectural and engineering company, Hossein was in charge of the preparation of preliminary, conceptual, design development and working drawings for mostly commercial and industrial buildings. He also reviewed and commented on electrical designer's drawings for code conformity and scope of work. He was the electrical project manager for governmental projects and performed site investigation for existing electrical system for new renovations. He met with clients to discuss project progress in different design stages for their review comments and preparation of required answers. He also assisted the Department Manager with day to day issues and providing with required solutions, and trained electrical designers with new code requirements and electrical calculations. Technical Director and Construction Site Liaison / Modern Osloob / 1973 – 1979 While he was with this construction company, he was responsible for the review of MEP construction documents for major equipment for project construction cost estimates; the preparation of bid submittal for presenting to board of directors for approval and submit to government agencies; attending Bid opening meetings and processes; attending to contract award ceremony for getting to know all construction team players and client representative; the preparation of equipment and material submittals and submit to consultant for approval; ordering approved equipment with opening letter of credit with manufacturers which were mostly Europe and USA; the approval of requested purchase order from construction site per drawings and spec and material tracking; attending weekly construction progress meeting with all team players and client; construction site visit and verification of work in progress per design drawings and spec; preparation of monthly pay request per work done and review with client representative for approval; the preparation of 56 required RFI's and process through proper channels and follow up for final direction; the preparation of punch list for closing of the project and check for required corrections; finalizing of the project and hand over to user groups of client. 57 Randy is a Mechanical Engineer and ICC certified Mechanical Plans Examiner with more than 10 years’ experience in plan review, design, development and production of complex industrial products. Randy has extensive experience providing mechanical and plumbing plan review services on mixed use projects, multi-story housing projects, college campuses and hotels and provides plan review of complex California Title 24 Energy Code issues. Additionally, Randy developed and presented a code class utilizing his knowledge and expertise in the mechanical engineering field. Randy has been recognized for innovative development and creative design solutions and is accomplished in project management as well as interdisciplinary team building and leadership with proven record meeting challenging timelines and budget requirements for design and manufacturing deliverables. Sac Republic Soccer Stadium / City of Sacramen to / 2019 - Present Mechanical Plans Examiner | Randy reviews plans for conformance to applicable mechanical codes for this new 409,664 SF stadium. 65 East Apartments / City of Sacramento / 2018 – Present Mechanical Plans Examiner | Randy provides mechanical plan review of this new five story, 180,724 SF apartment complex. Long Beach City College / Long Beach, CA / 2019 Mechanical Plans Examiner | Randy provided mechanical plan review of this 94,440 SF, three story multi-disciplinary replacement facility containing offices, classrooms, conference rooms, offices, workstations, meeting rooms, a lecture hall, testing centers, staff lounges, storage rooms and computer labs. Great Wolf Lodge / City of Manteca / 2018 – Present Mechanical Plans Examiner | Randy provides mechanical plan review for this unique 510,000 SF hotel and 100,000 SF indoor water park. Mechanical Engineer Plans Examiner / Interwest Consulting Group / 2017 – Present Randy is responsible for providing quality assurance plan review services verifying compliance with City, State and Federal Codes and Requirements. Reviews include residential and non-residential plans for compliance with California Building, Plumbing, Mechanical, Electrical Codes, Energy Standards, Fire Codes and California Accessibly Standards; State and Local building codes, policies, amendments, and ordinances. Mechanical Engineer / California Energy Commission / 2016 – 2017 Randy evaluated Acceptance Test Technician Certification Provider (ATTCP) applications for Title 24 compliance. Reviewed training materials and procedures for acceptance testing of installed HVAC equipment. Randy also provided technical assistance to local enforcement authorities. Energy Analyst / California Energy Commissio n / 2015 – 2016 Randy performed comprehensive technical evaluations of Acceptance Test Technician Certification Provider (ATTCP) applications. Responsibilities included oversight of approved ATTCPs to ensure continued compliance to Title 24. Years of Experience: 10 Years w/ Interwest: 4 Education  BS, Mechanical & Aeronautical Engineering, University of California, Davis Registrations/Certifications  CA Professional Mechanical Engineer | M37959  ICC Certified Mechanical Plans Examiner | 8884128 58 Senior Mechanical Engineer / Aerojet Rocketdyne / 2007 – 2014 Randy provided technical expertise for industrial product development. He managed project scope, timeline, costs and quality. Randy was responsible for directing multi-discipline teams of engineers including mechanical, composite, electrical, manufacturing, systems and testing. Production Project Engineer / Aerojet Rocketdyne / 2006 – 2007 Randy handled product design and graphic user interfaces, analyzing components, reviewing design merits, and reverse-engineering componentry. He reviewed manufacturing assembly process and coordinating with Quality Assurance and Production teams ensuring production requirements and standards were being met consistently. 59 David brings more than 30 years of breadth, depth, and knowledge of mechanical engineering, design, and plan review to any project. A California licensed professional Mechanical Engineer and Fire Protection Engineer, his expertise encompasses HVAC, Plumbing, Medical Gases, and Fire Sprinklers. David’s background includes mechanical engineering, design, and plan review on Central Treatment Centers, Substance Abuse Treatment Facilities, Inpatient Mental Health Clinics, and Inmate Housing Units for the Department of Corrections. He has engineered and designed Acute Care Hospitals, Skilled Nursing Facilities, Surgery Clinics, Psychiatric Hospitals, Pharmaceutical Plants, Industrial Plants, Educational Facilities, and Hi-Rise Commercial Buildings. Senior Plan Review Engineer / Interwest Consulting Group / 2012 - 2020; 2021 - Present David performs mechanical engineering and fire protection engineering plan review services for Interwest’s California clients. Senior Mechanical Engineer / State o f California, OSHPD Group / 2001 - 2012 David performed plan checking of mechanical systems for hospitals, skilled nursing facilities, and surgery centers to ensure code compliance with the CBC, CMC, CPC and NFPA. Vice President / Technical Engineering Gro up, Inc. / 2000 - 2001 David responsibilities included acquiring new clients, maintaining existing clients and preparing proposals. He performed heating and cooling load calculations, laid out mechanical designs for central plant systems, chilled water systems, heating hot water systems and variable air volume systems for hospitals, prisons, and educational facilities. David performed in-house plan check of all projects, and served as the Engineer of Record for all projects. He is knowledgeable of CMC, CPC, CBC, NFPA and OSHPD. Project Manager | Lead Mechanical Engineer / Mazzetti & Associates / 1999 - 2000 David provided project management for all aspects of mechanical design on prisons, hospitals, pharmaceutical facilities, and office buildings. He was familiar with cGMP and all classes of clean rooms related to manufacturing facilities. Project Manager | Lead Mechanical Engineer / Interface Engineering, Inc. / 1997 - 1999 David was the lead engineer for the Mechanical Division of a Mechanical/Electrical engineering firm. He initiated and implemented the writing of a Project Management Procedures Manual for companywide use. David performed heating and cooling load calculations, layout of mechanical designs for central plant systems, chilled water systems, heating hot water systems, variable air volume systems, and write specifications. Mechanical Designer / Edward Rios & Associates / 1994 - 1997 David was responsible for all aspects of HVAC, process piping and plumbing design and drafting for a mechanical engineering firm. He performed heating and cooling load calculations using Trane Trace analysis software. Years of Experience: 30+ Years w/ Interwest: 9 Education  BSME, California Polytechnic State University, San Luis Obispo  Credentialed Instructor, Los Rios Community College District Campuses: Cosumnes River College, Folsom Lake College, & Sacramento City College Registrations/Certifications  CA Registered Mechanical Engineer, 31455  CA Registered Fire Protection Engineer, 2013  Certificate Fire Protection Engineering | University of California Davis Extension  Certificate in HVAC and Refrigeration | University of California Davis Extension Professional Affiliations  American Society of Heating, Refrigerating & Air Conditioning Engineers  American Society of Mechanical Engineers  National Fire Protection Association  American Society of Plumbing Engineers 60 Mechanical Designer / The Spink Corporation / 1991 - 1994 David was responsible for all plumbing and process piping design and drafting for the Mechanical Division of a 115-person multidisciplinary engineering firm. Drafting was done using AutoCAD Release 11. David’s primary responsibilities included running HVAC loads using Trane “Load 600” analysis program, Title 24 compliance, and field work for remodel/rehabilitation projects. Mechanical Designer | Estimator / Mark III Engineering Contractors / 1986 - 1991 David performed material takeoffs for plumbing and HVAC. He designed HVAC and plumbing for commercial projects. David priced out projects and submitted bids to general contractor. He also served as a project manager for field staff. 61 Jingpei is a California registered engineer with more than 25 years of experience and a Masters degree in Electrical and Electronic Engineering. Over his career, he has designed a variety of facilities and systems, including electrical distribution systems for healthcare centers; data center facilities; commercial and industry buildings; and schools. Jingpei also has extensive experience providing electrical plan reviews on a multitude of projects including multi-story housing, large stadium projects. the UC Merced 2020 project, hotels and high-rise buildings. Sac Republic Soccer Stadium / City of Sacramento / 2019 - Present Electrical Plans Examiner | Jingpei reviews plans for conformance to applicable electrical codes for this new 409,664 SF stadium. 65 East Apartments / City of Sacramento / 2018 – Present Electrical Plans Examiner | Jingpei provides electrical plan review of this new five story, 180,724 SF apartment complex. Great Wolf Lodge / City of Manteca / 2018 – Present Electrical Plans Examiner | Jingpei provides electrical plan review for this unique 510,000 SF hotel and 100,000 SF indoor water park. 2020 Campus Expansion / University of California, Merced / 2017 - Present Electrical Plans Examiner | Jingpei provides electrical plan review for the UC Merced campus expansion project that will nearly double the campus upon completion. Electrical Plans Examiner / Sacramento, CA / 2009 – 2017 Jingpei reviewed plans for health care facilities, commercial and industry buildings including:  Farm Credit West (bank), Yuba City  Almadon Ranch Commercial Office Building O6/P5  El Dorado Surgery Center, Folsom Surgery Center  Kaiser Folsom HVAC upgrade  San Francisco Honda Service Center in Folsom and Bayshore  University Village Shopping Center  Folsom Broderick Restaurant  Folsom Natural Result Surgery Center  Sunnyvale Building T warm shell  Twin River School District schools HVAC system Replacement Electrical Engineer (Designer) / California / 1997 – 2007 Jingpei designed health care facilities, commercial and industry buildings and data centers including:  St. Joseph Hospital main office building (MOB), Eureka, CA  North bay Medical Center: Medical Center Emergency Department, Vacaville, CA., Cardio-vascular surgery center, Fairfield, CA  Lakeside Hospital, Tele-medical surgery suites, Lakeport, CA  UC Davis Briggs Hall Chemical Laboratory Building  Franchise Tax Board Administration building, Rancho Cordova, CA  Kaiser Hospitals, San Francisco, Vacaville, Roseville, Elk Grove, CA Years of Experience: 25 Years w/ Interwest: 3 Education  MS, EEE, California State University, Sacramento  BS, EEE, South China University of Technology Registrations/Certifications  CA Registered Electrical Engineer | E16243  NCCER HVAC Level IV Certification  NCCER Plumbing Level IV Certification  NCCER Building Maintenance Level III Certification  NCCER Carpentry Level IV Certification  NCCER Solar Photovoltaic Level I Certification  NCCER Wind Power Level I Certification  NCCER Green Technology Level I Certification  NCCER Weatherization Technician Level I Certification 62  Veteran’s Hospital Radiology Department, Mather, CA  Woodland Memorial Hospital, mental health department renovation, Woodland, CA  Microsoft Data center, Redmond, Seattle, WA  Lockheed Martin Power distribution system upgrade, Santa Clara, CA  CDCR Prison Housing units, Delano; Salinas; Vacaville, CA  Elk Grove Middle school, Elk Grove, CA  Santa Clara Elementary School, Santa Clara, CA  San Jose Elementary School, San Jose, CA  AT&T Web hosting data center, Seattle, WA  Level 3 Data center, Portland, OR  Equinix data centers, New York, city, Chicago, IL  GTE call center, various sites.  Safeco Call Center, Seattle, WA  Bank of America Branch offices, various sites.  Wells Fargo Bank Branch offices, various sites. Electrical Engineer Plans Examiner / Interwest Consulting Group / 2017 – Present Jingpei provides electrical plan reviews for projects throughout California to verify compliance with applicable codes. 63 David has more than 30 years of practical experience as the Principal Architect of his own firm and as a General Contractor. He is an effective problem solver and can easily articulate solutions and complex problems. David has a deep understanding of current local, state and federal codes, and has prepared plans under IBC and CBC codes for many residential and commercial projects located in California and Texas. Architectural Plans Examiner / EsGil – A Safebuilt Company | Interwest Consulting Group / 2017 - Present Principal Architect / KEA Architecture - Development / 1987 - 2017 David programmed, planned and completed the creation of design documents and streamlined the marketing and perspective client meetings. He oversaw the production of A/E, M/E/P construction documents through the permitting phases of work. David worked with governmental agencies that have jurisdiction over all of the company’s projects resulting in great communication abilities. Project Manager / Architects Coombs - Mesquita / 1980 - 1987 David oversaw a team of draftsman to create construction documents for commercial and industrial facilities. He created design documents from the sketches of the Principal Architects. David worked with various Engineer and Utility Consultants coordination with the Project Manager’s drawings Years of Experience: 30+ Years w/ Interwest: 1 Education  Mesa Community College, 1983 Registrations/Certifications  CA Registered Architect, C-19040  CA General Building Contractor, Class B License, 707752  TX Registered Architect, 19798  W12 National Building Contractor 64 Jim is a California Registered Architect and is certified by the International Code Council as a Building Plans Examiner. Jim’s services include architectural, disabled access, green, energy, plumbing, mechanical and electrical review of residential and commercial buildings including clinics and medical office buildings, multistory office buildings, retail shops, malls, parking structures, apartment complexes over underground parking garages, single family dwellings and condominiums. Building Plans Examiner / Kutzmann & Associates | Interwest Consulting Group / 2000 – 2020 | 2020 - Present For more than 20 years, Jim has provided architectural, disabled access, green, energy, plumbing mechanical and electrical review of residential and commercial buildings for Kutzmann clients throughout California, including the City of Menlo Park. Estimator / Marketshare, Inc. / 1994 - 2000 Job Captain | Project Designer / Consulting Firm / 1989 - 1994 Architectural Designer / Consulting Firm / 1985 - 1989 Years of Experience: 20 Years w/ Interwest: 1 Education  BA, University of California, Berkeley, CA Registrations/Certifications  CA Registered Architect, 33402 International Code Council, 873221  ICC Building Plans Examiner 65 Andrew is a Certified Access Specialist and ICC certified Plans Examiner with more than 17 years of industry experience in plan review, inspection, administration and estimating. Andrew has extensive plan check experience in multi-story mixed use projects and provides in-depth review of accessibility issues to ensure compliance with all California building codes. His CASp certification provides him the ability to ensure all aspects of accessibility have been achieved. His formal training in ICC codes, as well as on-the-job experience, helps him to provide thorough and accurate commercial and residential plan reviews and inspections. Andrew is an excellent asset to any building department both in the office and out in the field. 2020 Campus Expansion / University of California, Merced / 2017 - Present Accessibility Plans Examiner | Andrew reviews plans for the campus expansion for compliance California Building, Plumbing, Mechanical, Electrical Codes, Energy Standards, Fire Codes, Green Building Standards Code, and California Accessibility Standards; state and local building codes, policies, amendments, and ordinances. Sac Republic Soccer Stadium / City of Sacrame nto / 2019 - Present Accessibility Plans Examiner | Andrew provides plan review for this new 409,664 SF stadium to ensure compliance with applicable accessibility codes and standards. North 40 / Town of Los Gatos / 2018 - Present Accessibility Plans Examiner | Andrew provides accessibility reviews for the new 211,773 SF mixed use building in the North 40 development consisting of residential, parking garage, community room and commercial. InnovAge California PACE / City of Sacramento / 2019 Accessibility Plans Examiner | Andrew provided accessibility plan review services for this new 66,030 SF OSHPD all-inclusive elder care facility valued at $6,250,000. Plans Examiner | Certified Access Specialist (CASp) / Interwest Consulting Group / 2013 – Present Provides life safety plan review for residential and commercial projects including residential master plans, custom residential projects, commercial tenant improvement and remodel projects. Inspects residential and commercial buildings for compliance with California Building, Plumbing, Mechanical, Electrical Codes, Energy Standards and California Accessibly Standards; state and local building codes, policies, amendments, and ordinances. Building Department Intern / Town of Los Gatos / 2012 Andrew worked as an intern in various areas of a building department. Performed field inspections and worked behind the counter as a permit technician. Years of Experience: 19 Years w/ Interwest: 8 Education  Associates in Building Inspection Technology, Butte Community College  Associates in Mathematics, Butte Community College Registrations/Certifications  Certified Access Specialist – CASp-710 International Code Council, 8250398  ICC Building Inspector  ICC Building Plans Examiner  ICC Permit Technician  ICC Commercial Building Inspector  ICC Residential Plans Examiner  ICC Residential Combination Inspector 66 Annette has over 13 years of experience performing life-safety, architectural, mechanical, plumbing, electrical, fire codes, accessibility and structural reviews in residential, multifamily and commercial projects, including specialty reviews of OSHPD 3 licensed clinics, industrial facilities, high rise buildings, hotel/motels, residential care, and educational facilities. This valuable experience is also evident in that Annette specializes in working directly with applicants, designers and jurisdictions, having successfully served multiple municipalities throughout California and Nevada, with a focus in the central valley. She approaches plan review with her unique knowledge while balancing the delivery of timely and accurate reviews and remaining responsive and approachable to the public. Annette is extremely skilled in all disciplines required to successfully bring projects to approval. Sacramento Criminal Courthouse / Sacramento, CA / 2019 – Present Life Safety Plans Examiner | Annette is providing life safety plan review for this new 18 story high rise building consisting of 53 court rooms totaling 540,000 SF. Sac Republic Soccer Stadium / City of Sacramento / 2019 - Present Life Safety Plans Examiner | Annette reviews plans for this new 409,664 SF stadium to ensure compliance with applicable building codes and standards. 2020 Campus Expansion / University of California, Merced / 2017 - Present Life Safety Plans Examiner | Annette reviews plans for the campus expansion for compliance California Building, Plumbing, Mechanical, Electrical Codes, Energy Standards, Fire Codes, Green Building Standards Code, and California Accessibility Standards; state and local building codes, policies, amendments, and ordinances. Omni Family Health Facility / Fresno, CA / 2018 Life Safety Plans Examiner | Annette provided life safety plan review for the improvements to the health facility. Marine Mammal Center Phase II / Marin, CA / 2015 – 2016 Life Safety Plans Examiner | Annette provided life safety plan review for this marine hospital and rehabilitation facility located on 4-acres and is the largest purpose-built animal facility in the world. Senior Plans Examiner / Interwest Consulting Group / 2007 – Present Lead project manager performing comprehensive plan review and client relations services for Central California. Reviews residential and non- residential plans for compliance with California Building, Plumbing, Mechanical, Electrical Codes, Energy Standards, Fire Codes, Green Building Standards Code, and California Accessibility Standards; state and local building codes, policies, amendments, and ordinances. Years of Experience: 14 Years w/ Interwest: 14 Education  BS, Civil Engineering, California State University Fresno Registrations/Certifications  Certified Access Specialist | CASp-538  State of California Engineer-In-Training | EIT 130173 International Code Council | 8018477  ICC Building Plans Examiner  ICC CA Building Plans Examiner 67 Mark is an ICC Certified Building Official, Plans Examiner and Building Inspector with experience performing life-safety, architectural, mechanical, plumbing, electrical, and structural plan reviews for residential, multi-family and commercial projects. Mark has successfully guided department staff with inspection and plan review of all phases of complex construction projects. He is experienced utilizing building department permit tracking software and managing all common building department responsibilities, including plan review, multi-discipline inspections, plan review and inspection scheduling, field supervision, regulatory compliance, code interpretation, and project acceptance. Mark also makes a difference to our clients and those he works with through his skills in complaint resolution, problem solving, damage assessment and team building. Mark presently serves as the Building Official for the City of Grand Terrace. Building Official, Life Safety Plans Examiner and Building Inspector / Interwest Consulting Group / 2017 - Present Performing comprehensive plan review and inspection services for client agencies. Reviews residential and non-residential plans for compliance with California Building, Life Safety, Fire, Plumbing, Mechanical, Electrical Codes, Energy Standards, state and local building codes, policies, amendments, and ordinances. Building Official / City of Redlands / 2015 - 2017 Supervised Building Division staff, coordination with agencies and the public on various Technical or legal aspects of programs. Performed the most complex and difficult plan checks for both building and fire life safety. Reviewed the new and existing codes and regulations and recommended revision to current ordinances, policies, and inspection methods to meet new requirements. Investigated violations of building construction codes and determined necessity for issuance of legal complaints. Prepared and responded to correspondence pertaining to code enforcement matters including Notices and Orders to Comply, Abatement Notices, and requests for information. Building Official / City of Colton / 2014 - 2015 Supervised Building Division staff, coordination with agencies and the public on various technical or legal aspects of programs. Performed the most complex and difficult plan checks for both building and fire life safety. Reviewed the new and existing codes and regulations and recommended revision to current ordinances, policies, and inspection methods to meet new requirements. Investigated violations of building construction codes and determined necessity for issuance of legal complaints. Prepared and responded to correspondence pertaining to Years of Experience: 29 Years w/ Interwest: 3 Education  BS, Public Administration, Minor in English, California Baptist University, 2003  AA, Construction Technology, Riverside Community College, 1999  AA, Physical Education, Riverside City College, 1983 Registrations/Certifications International Code Council, 0859362  ICC Electrical Inspector  ICC Certified Fire Code Official  ICC Certified Building Official  ICC Plumbing Inspector UPC  ICC Mechanical Inspector UMC  ICC Fire Plans Examiner  ICC Building Code Official  ICC Combination Inspector – Legacy  ICC Fire Inspector I  ICC Fire Inspector II  ICC Building Inspector  ICC Residential Combination Inspector  ICC Building Plans Examiner  ICC Combination Dwelling Inspector – Uniform Codes  ICC Building Code Specialist  ICC Fire Code Specialist  ICC Residential Energy Inspector/Plans Examiner  ICC Accessibility Inspector/Plans Examiner Areas of Expertise  Building Plans Examination  Building Inspections  Codes and Regulations  Code Enforcement 68 code enforcement matters including Notices and Orders to Comply, Abatement Notices, and requests for information. Building Inspector Supervisor / City of Rancho Cucamonga / 2011 - 2015 Reviewed new and existing codes and regulations; recommended revision to ordinances, policies, and inspection methods when needed to meet new requirements or improve existing procedures. Developed, maintained, and distributed resource material, including guidelines for code interpretation to ensure uniform methods of inspection and enforcement. Oversaw the plan examination process, inspections, documentation activities and the development process. Provided customer service at the front counter as well as on the telephone for code interpretations, plan submittal and permit issuance. Supervised entire inspection staff and reviewing the quality and quantity of work produced. Performed the most complex and difficult plan checks for both building and fire life safety. Building Official / City of El Monte and Hawaiian Gard ens / 2010 - 2011 Oversaw staff coordination with cities, agencies and the public on various technical or legal aspects of programs. Performed the most complex and difficult plan checks for both building and fire life safety. Reviewed the new and existing codes and regulations; recommended revision to current ordinances, policies, and inspection methods to meet new requirements. Investigated violations of building construction codes and determined necessity for issuance of legal complaints. Code Enforcement Officer / City of Desert Hot Springs / 2009 - 2010 Supervised the day-to-day operations of the Code Compliance Department. Monitor Code Compliance staff to make sure they have met and responded to the Department’s customer service objectives, standards and goals and follows procedures and policies of the department and division. Served as the liaison between the City Departments and the City Attorney’s Office regarding code compliance cases requiring legal action. Conducted field checks and monitored certain businesses and properties relative to a variety of mitigation measures imposed as part of the discretionary zoning/land use process. Prepared and responded to correspondence pertaining to code enforcement matters including Notices and Orders to Comply, Abatement Notices, and requests for information. Building Official / City of Norco / 2006 - 2009 Supervised Building Division staff, coordination with cities, agencies and the public on various technical or legal aspects of programs. Performed the most complex and difficult plan checks for both building and fire life safety. Reviewed the new and existing codes and regulations and recommended revision to current ordinances, policies, and inspection methods to meet new requirements. Investigated violations of building construction codes and determined necessity for issuance of legal complaints. Building Division Manager / County of Riverside / 2004 - 2006 Handled difficult public relations problems, directs investigations of complaint or problems, and recommends resolutions. Assisted in arranging and conducting classroom and on-the-job training sessions for the technical personnel and counter staff. Advised the inspectors on alternate methods of construction in specific instances; provided expert advice and recommendations to both the building inspectors and public. Supervised the plan examination process, inspections, documentation activities and the development process. Principal Building Inspector | Chief Disabled Access Compliance / County of Riverside / 2 003 - 2004 Performed the most complex and difficult plan checks for both building and fire life safety. Developed, maintained, and distributed resource material, including guidelines for code interpretation to ensure uniform methods of inspection and enforcement. Developed and implemented classroom and on-the-job training sessions for technical personnel. Reviewed technical documents for completeness; reviewed commercial buildings and all related technical documents; prepared reports and conferred with other professionals in the field of work. 69 Building Inspector Supervisor / County of Riverside / 2001 - 2003 Reviewed new and existing codes and regulations; recommended revision to ordinances, policies, and inspection methods when needed to meet new requirements or improve existing procedures. Developed, maintained, and distributed resource material, including guidelines for code interpretation to ensure uniform methods of inspection and enforcement. Supervised the plan examination process, inspections, documentation activities and the development process. Provided customer service at the front counter as well as on the telephone for code interpretations, plan submittal and permit issuance. Supervised entire inspection staff and reviewed the quality and quantity of work produced. Performed the most complex and difficult plan checks for both building and fire life safety. Building Inspector II / City of Irvine / 2000 - 2001 Inspected residential, commercial, and industrial projects to comply with the UBC, UMC, UPC and the NEC along with the State Energy codes and Disabled Access Regulations. Reviewed commercial construction plans and related technical documents for completeness; prepared reports and met with other staff members in the field of work. Performed the most complex and difficult plan checks for both building and fire life safety. Plans Examiner - Sr. Build ing Inspector / City of Irvine / 1991 - 2000 Inspected residential, commercial, and industrial projects to comply with the UBC, UMC, UPC and the NEC along with the State Energy codes and Disabled Access Regulations. Reviewed commercial construction plans and related technical documents for completeness; prepared reports and met with other staff members in the field of work. Performed the most complex and difficult plan checks for both building and fire life safety. Plans Examiner - Sr. Building Inspector / City of Temecula / 1991 - 2000 Oversee the plan examination process, inspections, documentation activities and the development process. Provide customer service at the front counter as well as on the telephone for code interpretations, plan submittal and permit issuance. Have the ability to review technical documents for completeness, ability to review commercial buildings and all technical documents for them as well, prepare reports and meet with other professionals in the field of work. Have the ability to supervise entire staff and review the quality and quantity of work produced. Performed the most complex and difficult plan checks for both building and fire life safety.  CALBO – Damage Assessment Committee, State Building Codes Committee  CACEO – California Association of Code Enforcement Officers  CEC – California Energy Commission  ICC – Administrative Committee  NFPA – National Fire Prevention Association, Building Systems Committee  IAPMO – Code Interpretation Committees for UPC.UMC  IAEI – Journal of Ancient Egyptian Interconnections  City of Riverside Parks, Recreation, and Community Services Commission 70 Denise is an ICC Certified Chief Building Official, Life Safety Plans Examiner and CALGreen Inspector. She has experience performing life-safety, architectural, mechanical, plumbing, electrical, and structural reviews in residential, multifamily and commercial projects. Her vast code knowledge enables her to provide high level plan review services for all building and occupancy types including mid-rise and podium structures, reviews for the State Fire Marshal on institutional buildings for the UC system, the state prison system and OSHPD 3 clinics. Additionally, Denise successfully presented code classes on the 2016 CRC Design Code and Code Change Highlights to ICC Chapters throughout Northern California. This valuable experience is also evident in that Denise specializes in working with applicants, designers and jurisdictions ensuring all plan reviews are provided in a seamless and professional manner. Denise approaches plan review with her unique knowledge balancing the delivery of timely and accurate reviews while remaining responsive and approachable. Denise is extremely skilled in completing very complex plan checks and providing clients with exceptional plan checks that identify potential issues. 65 East Apartments / City of Sacrame nto / 2018 – Present Life Safety Plans Examiner | Denise ensures compliance with all applicable California building codes for this new five story, 180,724 SF apartment complex. Downtown Commons Tower / Sacramento, CA / 2016 – 2019 Life Safety Plans Examiner | Denise provided life safety plan review services for this new 634,357 gross SF 16 story mixed use tower located adjacent to the new Sacramento Kings arena. The tower included office space for the team and area management, a 250-room hotel, 44 residential units and below grade parking. North 40 / Town of Los Gatos / 2018 - Present Life Safety Plans Examiner | Denise provides life safety reviews for the new 211,773 SF mixed use building in the North 40 development consisting of residential, parking garage, community room and commercial. InnovAge California PACE / City of Sacramento / 2019 Life Safety Plans Examiner | Denise provided life safety plan review services for this new 66,030 SF OSHPD all-inclusive elder care facility valued at $6,250,000. Presenter: 2016 CRC – An Overview Denise presented (code class) on the 2016 CRC Design Code & Code Change Highlights to the following ICC Chapters:  ICC, San Joaquin Chapter, 6/14/2017, Hanford CA  ICC Sacramento Valley (SVABO) Minstitute, 5/3/2017, Citrus Heights CA  ICC Redwood Empire Chapter, 4/18/17, Santa Rosa CA  ICC Napa/Solano Chapter, 3/14/2017, Fairfield CA  ICC Shasta Cascade Chapter, 1/19/2017, Redding CA  ICC Yosemite Chapter, 11/15/2016, Merced CA Years of Experience: 14 Years w/ Interwest: 6 Education  Building Inspection Technology, Cosumnes River College Registrations/Certifications International Code Council | 8096275  ICC California Building Plans Examiner  ICC Certified Building Official  ICC CALGreen Inspector  ICC Permit Technician  ICC Permit Specialist 71 Building Official | Life Safety Plans Examiner / Interwest Consulting Group / 2014 – Present Denise performs comprehensive plan review and inspection services for client agencies. She reviews residential and non-residential plans for compliance with California Building, CALGreen, Plumbing, Mechanical, Electrical Codes, Energy Standards, state and local building codes, policies, amendments and ordinances. Building Permit Technician II / City of Rancho Cordova / 2010 – 2014 Denise interpreted and explained policies and regulations accurately and tactfully to the public, assisting with the completion of building permit applications. She performed preliminary plan review for completeness and accuracy and to determine appropriate fees. Customer Services Specialist / City of Rancho Cordova / 2007 – 2010 Denise provided customer and administrative support to the Building & Safety Division and other departments throughout City Hall. Administrative Secretary / City of Rancho Cordova / 2006 – 2007 Denise provided administrative support to the City Manager’s Office, the City’s Manager’s Executive Assistant and the City Council. 72 Vivian J. Petris PERMIT TECHNICIAN Vivian has 4 years of experience as a Permit Technician, working with various Interwest Southern California clients. She most recently has been working for the City of Wildomar where she performs at the public counter, accepting plans from applicants, issuing permits and calculating fees and charges and field information requests. Vivian acts as a liaison between contractors, developers, architects, Fire Department and all City departments to facilitate approval of commercial and residential building projects. She has great communication skills and is bilingual in English and Spanish. PROFESSIONAL HISTORY Permit Technician / Interwest Consulting Group / 2016 - Present Vivian is a Building Permit Technician for Interwest’s Southern California municipal clients, currently assigned to the City of Wildomar. She assists the public counter, accepts plans from applicants, issues permits, calculates fees and charges and field information requests from the public. Other duties include maintaining records, preparing statistical reports, preparing documents for archiving and coordinating with client City Staff, Departments and Divisions. Vivian acts as a liaison between contractors, developers, architects, Fire Department and all City departments to facilitate approval of commercial and residential building projects. She coordinates all commercial and residential building projects in the City by providing the appropriate guidelines, monitoring compliance with such City guidelines, current building codes, setting and managing timelines for completion of plan check review, and corresponding directly with the applicants, homeowners, architects or contractors. Patient Account Representative / Pyramid Peak / 2008 - 2016 Vivian was the account manager for multiple physicians which includes reconciliation between insurance companies, patients and physicians, creating month end AR reports, creating various financial reports and spreadsheets for accurate account auditing and researching for maximum and quick reimbursement. She handled filing confidential medical and financial records, daily correspondence and assisted in other areas of the department when necessary and performed various administrative and clerical duties. Account Representative / Immediate Medical Centers / 2004 - 2008 Vivian was responsible for submission of all medical invoices to clients/insurance carriers for 3 clinics, collecting all outstanding accounts, obtaining authorizations from insurance companies for medical treatment and providing excellent customer service to all clients. Years of Experience: 4 Years w/ Interwest: 4 Education  Medical Assistant Certification, United Education Institute, Huntington Park, CA 73 Stephanie is a permit technician with a long history of providing top quality customer service. She started her Permit Technician career working as a permit Technician for the City of La Quinta. She has since worked as a Permit Technician for the City of Pomona. Stephanie is a team player and is dedicated to customer and client satisfaction. Permit Technician / City of Pomona / 2016 – Present As contract staff to the City of Pomona, Stephanie’s duties include processing and issuing building permits at the public counter, routing projects to the proper departments and assisting customers on the phone with questions regarding permits and plan reviews. Permit Technician / City of La Quinta / 2016 Stephanie’s processed and issued building permits at the public counter, routed projects to the proper departments and assisted customers on the phone with questions regarding permits and plan reviews. Years of Experience: 4 Years w/ Interwest: 4 Education  Diploma San Gorgonio High School Highland, CA Registrations/Certifications  ICC Certified Permit Technician, 8327050 74  75 Samantha has nearly 10 years of customer service and administrative experience. While running her small business on the side, Samantha has obtained exceptional organization and time management skills. She is hard working and has the ability to balance multiple projects while keeping things organized and running smoothly. Her attention to detail and hard working and motivated personality makes her a great asset to any project or person. Administra tive Assistant / Interwest Consulting Group / 2021 - Present Samantha provides exceptional customer service and administrative support to various municipal clients throughout Southern California. Owner | Photographer / Samantha Leslie Photography / 2017 - Present Samantha manages day-to-day operations and finances. She ensures positive client experiences with thorough follow-up and personalized client experiences to fit their needs and wants. She has obtained basic website building and social media management skills. Customer Service Lead / SolarMax Rep / 2012 - 2021 Samantha responded to an average of 100 inquirers each week, here she helped the company maintain high customer service ratings, trained new customer service representatives and troubleshooted equipment for remote workers. She managed the service schedule for the entire department. Years of Experience: 9 Years w/ Interwest: 1 Education  Some College, Currently Working on Degree, Riverside Community College, 3.0 GPA Areas of Expertise  Customer Service  Conflict Resolution  Organization  Adept to Detail 76