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Home My WebLink AboutLake Elsinore Plan Check Charles Abbott Associates, Inc. 27201 Puerta Real #200 Mission Viejo, CA 92691 Toll Free: (866) 530-4980 www.caa.inc REQUEST FOR QUALIFICATIONS TO PROVIDE Building Plan Check Services City of Lake Elsinore Administrative Services Department 130 South Main Street Lake Elsinore, California 92530 Due Date: April 1, 2024 by 4:00 p.m. 2 Table of Contents Cover Letter ............................................................................................................................................. 3 Description of Services .......................................................................................................................... 4 List of Current Clients ............................................................................................................................ 7 Professional Services Agreement ....................................................................................................... 10 Insurance Coverage ............................................................................................................................. 11 History of Organization ........................................................................................................................ 12 Resumes ................................................................................................................................................ 14 Organizational Structure ...................................................................................................................... 23 3 Cover Letter Charles Abbott Associates, Inc. (CAA) is pleased to offer as-needed Plan Check Services to the City of Lake Elsinore (City). CAA has been providing Engineering Plan Check Services to the City since 2020, and hopes to be able to add Building Plan Check Services to our existing scope of work. Since 1984, CAA has been a national contract service provider to local government agencies, and exclusively serves public agencies. Our CAA professionals have many years of municipal experience to support the City, and have a deep understanding of professional Building and Safety Services in a municipal setting. Our team brings many years of related project experience together with an expertise in the development and management of similar services, making CAA exceptionally well qualified to provide building plan check services, including plan check of commercial, industrial, and residential developments to the City. Our staff is technically qualified, trained, properly licensed, and certified to provide all anticipated plan review services in accordance with State and local codes and ordinances and works closely with engineers, architects, and designers, providing greater insight as to the constructability of design and the adherence to State and Federal codes, rules and regulations, Land Development Regulations (LDRs) and acceptable building practices. We have experience in a full range of different types and sizes of developments, ranging from single family dwellings to rural properties to master planned communities, mixed use developments, planned unit developments and industrial/commercial business parks. CAA currently has staff operating in and providing services for numerous nearby municipalities in Southern California, ensuring consistent resource availability, fast response times, and maximum efficiency. Our team of ICC certified plan reviewers are available to meet the varying workload demands of the City through electronic review of the plans. All work will be performed under the direction of a Certified Building Official registered with the State who will review plans for compliance with all applicable codes, regulations, guidelines, and permits regarding grading, water quality, tract maps, parcel maps, street improvements, and other plan check services as required. We will provide complimentary over-night mail service of plans in addition to the web based digital review when needed. This along with the availability of our local resources will allow us to respond quickly to all of the City’s needs and ensure all of our turnaround times are met. This proposal shall remain valid for a period of not less than 90 days from the date of submittal, as requested by the City. We hope to be able to partner with you in delivering exceptional public service to the builders and constituents of Lake Elsinore! Should the City have any questions, please contact Ron Grider directly. We look forward to further discussing your service needs and thank you in advance for your consideration. Sincerely, CHARLES ABBOTT ASSOCIATES, INC. Rusty R. Reed, PE, President 4 CAA exclusively serves public agencies and is extremely proud of the track record and length of time we have continuously provided high quality, responsive, cost effective, and customer-oriented services to our clients. CAA has been a professional services consulting firm specializing in providing Building & Safety, Fire Prevention, Engineering and Environmental Services to government agencies since 1984. Our aim is to excel by providing unsurpassed customer service. We are able to consistently achieve high standards of service due to the company’s commitment to nurturing a team of professionals with an exceptional work attitude, mind-set, experience and skills that are unique to CAA. Our staff is up to date on all building, plumbing, and electrical codes and standards, including code changes and state amendments, and is familiar with City building requirements, zoning codes, and related laws and ordinances. Our team is able to quickly and accurately read and interpret plans, specifications, and blueprints of any complexity and compare them with construction in progress to identify any discrepancies. In addition, our personnel is trained to detect non-code compliant work, structural faults, inferior materials, and hazards. CAA’s expert staff successfully services over 25 cities in California, including many cities in Riverside, San Bernardino, Los Angeles and Orange counties. Our corporate headquarters as well as our plan review office where we have full-time and part-time plan reviewers available to meet additional workload as required has been located in Mission Viejo, CA for the past 17 years, and the presence of our local employees gives us the ability to provide additional staff without delay if workload increases or emergencies arise. We have experience with small and large size developments, such as automotive plants, hospitals, business parks, warehouses, and shopping centers, and are experienced at providing the right services at the right time to ensure the project is progressing smoothly. Plan review will be performed electronically and on paper as needed to meet our committed timelines. When needed, CAA will overnight Building Plans using “OnTrac” or a similar shipping firm to transport those plans requiring paper review to and from the office of the City to CAA’s main office, where the plan check service will be provided. By cooperating and working closely with all entities responsible for project approval, CAA forms a collaborative working relationship that centers on successful project processing. We work hard to minimize surprises that can lead to costly delays due to plan revisions late in the approval process. As a result, the development approval process with the City is timely, seamless, and efficient. Description of Services 5 PLAN REVIEW SERVICES CAA will provide the plan review of any and all types of structures including, but not limited to, single family dwellings, multi-family dwellings, industrial and commercial buildings. Our registered professionals and ICC Certified Plan Examiners will ensure compliance with all local codes and ordinances as well as State and Federal laws that pertain to Building and Safety. Our approach to plan review ensures that plans submitted to CAA for review are properly tracked and processed. Our system ensures that each plan or permit is assigned, returned, and handled on time. Plan review will be performed remotely, as requested by the City. When needed, CAA will overnight Building Plans using “OnTrac” or a similar shipping firm to transport those plans requiring off-site review to and from the office of the City to CAA’s main office, where the plan check service will be provided. Most of our plan examiners are cross-trained and certified as inspectors, providing a very efficient use of personnel and expediting the process for the applicant. We provide timely turnaround of plan reviews and re-reviews based on guaranteed turn-around times as shown below. A certified plan reviewer will conduct a reasonable and lawful plan review of submitted construction documents for compliance with the following items: • CAA will utilize a standard plan check created specifically for the City to ensure consistency in plan review. • In the process of review, CAA will confirm building use, occupancy, and type of construction. • Structural drawings are reviewed by a licensed engineer in order to verify code compliance for all gravity loads, lateral loads and special loading conditions. Calculations are reviewed for completeness; materials indicated on the plans are identified and reviewed for conformance. • CAA staff are proficient in plan review for the California Codes including but not limited to Building, Residential, Architectural, Structural, Plumbing, Electrical and Mechanical. • CAA staff members are certified and familiar with the Energy Efficiency Standards for Residential and Non-Residential Buildings. Extensive annual training ensures that each staff member is aware of any updates and new requirements. Plans and supporting documentation are reviewed for completeness, accuracy, and minimum code compliance. • CAA staff attends ICC training relative to disabled access. CAA staff takes disabled access seriously and has been proactive on Accessibility Compliance Committees. Engineers, plans examiners, and certified personnel are fully trained and familiar with Accessibility Codes. • CAA can provide various communication options, including electronic plan review, video conferencing and virtual permit specialist for our clients to reduce environmental impacts such as paper use, travel and commute impacts – all intended to reduce CAA’s and the City’s carbon footprint. • CAA will coordinate and interface with City Departments and other agencies as needed. 6 PLAN REVIEW TIMEFRAMES All initial reviews will be returned within 10 business days for single family residential, small and large commercial projects, and improvement plans. Rechecks will be returned within 5 working days. These are maximum times, and we typically are able to turn around simple plan reviews in less than half the time. Expedited plan review is available at an extra charge, if requested by the City. Single Family Dwelling 10 business days Re-Review 5 business days Tenant Improvements 5 business days New Commercial/Industrial (< than 10 million valuation) 10 business days New Commercial/Industrial (> than 10 million valuation) 10 business days Revisions to Approved Plans 1- 5 business days COST PROPOSAL CAA proposes to provide commercial and residential plan review services for the following hourly rates: Service Provided Hourly Rate Minimum Hours Building Plan Review (electronic) $120 1 Structural Plan Review (electronic) $148 1 Alternatively, CAA can provide commercial and residential plan review services for the following percentage of fees collected: Monthly Fees Collected CAA’s % of Fees All building permit fees collected 80% The above hourly rates include general and administrative overhead and fees and employee payroll burden. Rates are subject to an annual adjustment based upon increases adopted by Charles Abbott Associates, Inc. as reflected in the Consumer Price Index (CPI). *The Hourly Rates identified are for Non-Prevailing Wage project inspection. Hourly Rates for Prevailing Wage project inspection will be $157.00 for regular time; $198.00 for overtime on Mondays through Saturdays; and $248.00 for overtime on Sundays and Holidays. Prevailing Wage rates are subject to increases pursuant to the State of California’s Department of Industrial Wage Rate Determinations. The fees outlined above are inclusive of all costs, including general and administrative, travel, per diem, training, materials, supplies, and other items necessary to complete the project. If the City desires additional services outside the scope of this proposal, those services can be negotiated. 7 CAA exclusively serves public agencies and is extremely proud of the track record and length of time we have continuously provided high quality, responsive, cost effective, and customer-oriented services to our clients. We invite you to contact any of them to obtain their opinion of the services we provide for them. The following contains a list of current California municipalities served by CAA with a similar scope of work. REFERENCES CA SERVICES SINCE City of Alhambra Latoya Waters, Environmental Compliance Specialist (626) 570-5036 111 South First Street, Alhambra, CA 91801 FOG Inspections 2022 Yermo Community Service District 38315 McCormick Street, Yermo CA 92398 Fire Plan Review and Inspections 2021 City of Laguna Hills Larry Longenecker, Community Development Director (949) 707- 2675 24035 El Toro Road, Laguna Hills, CA 92653 Building & Safety 2021 City of Lake Elsinore Cameron Adams, Assistant Engineer (951) 674-3124 ext. 111 130 South Main Street, Lake Elsinore, CA 92530 Engineering Plan Check 2020 City of Tustin Alex Waite, Senior Management Analyst (714) 573-3305 300 Centential Way, Tustin 92780 NPDES Inspection Plan Review 2020 City of Port Hueneme Tony Stewart, Interim City Manager (805) 986-6520 250 N Ventura Road, Port Hueneme, CA 93041 Building & Safety 2018 City of Ojai James Vega, City Manager (805) 646-5581 401 S. Ventura Street, Ojai, CA 93023 Building & Safety Code Enforcement 2016 City of Lake Forest Debra Rose City Manager (949) 461-3575 25550 Commercentre Drive, Suite 100 Lake Forest, CA 92630 Street Maintenance 2016 City of Moreno Valley Melissa Walker, Director of Public Works (951) 413-3000 14177 Frederick Street, Moreno Valley, CA 92552 Environmental/NPDES 2014 City of Calimesa Will Kolbow, City Manager (909) 795-9801 908 Park Avenue, Calimesa, CA 92320 Building & Safety Full Service Planning Public Works 2014 List of Current Clients 8 Code Enforcement City of San Dimas Lauren Marshall, Senior Management Analyst (909) 394-6200 245 E Bonita Ave, San Dimas, CA 91773 NPDES Inspection NPDES Training 2014 City of Duarte Craig Hensley, Community Dev. Director (626) 386-6835 1600 Huntington Dr, Duarte, CA 91010 Building & Safety Inspection & Plan Check, Code Administration 2013 City of Redondo Beach Geraldine Trivedi, Project Manager (310) 372-1171 415 Diamond Street Redondo Beach, CA 135277  NPDES Inspection FOG Inspection 2013 City of La Palma Laurie Murray, City Manager (714) 690-3334 7822 Walker Street, La Palma 90623 *NPDES Program Mgt. NPDES Inspection Plan Review 2012 City of Mission Viejo Amanda Bajhart, Associate Engineer (949) 470-8419 200 Civic Center, Mission Viejo 92691 NPDES Inspection 2012 City of Laguna Hills Joe Ames, City Engineer/Public Services Director (949) 707-2655 24035 El Toro Road, Laguna Hills, CA 92653 Street Maintenance 2012 City of Laguna Woods Chris Macon, City Manager (949) 639-0500 24264 El Toro Road, Laguna Woods, CA 92637 Environmental/NPDES 2010 City of Los Alamitos Ron Noda, Development Services Director (562) 431-3538 3191 Katella Avenue, Los Alamitos, CA 90270 Building & Safety Environmental/NPDES 2010 2012 City of Cypress Douglas Dancs, Director of Public Works (714) 229-6752 5257 Orange Avenue, Cypress, CA 90630 Plan Check Building Inspection NPDES Inspection and Plan Review 2008 City of Rancho Santa Margarita Cheryl Kuta, Development Services Director (949) 635-1800, ext. 6707 22122 El Paseo, Rancho Santa Margarita, CA 92688 Building & Safety Environmental Public Works Code Enforcement 2007 City of Laguna Niguel John Morgan, Planning Manager (949) 362-4313 30111 Crown Valley Parkway, Laguna Niguel, CA 92677 Building & Safety 2006 City of Aliso Viejo David Doyle, City Manager (949) 425-2500 12 Journey, Suite 100, Aliso Viejo, CA 92656 Building & Safety Engineering Support Code Enforcement Environmental 2002 City of Mission Viejo Elaine Lister, Community Dev. Director (949) 470-3000 200 Civic Center, Mission Viejo, CA 92691 Building & Safety Public Works Plan Check Public Works Inspection 1995 City of Camarillo Building & Safety 1994 9 Joe Vacca, Community Development Director (805) 388-5362 601 Carmen Drive, Camarillo, CA 93010 Public Works Inspections Environmental/NPDES City of Yucaipa Fermin Preciado, Director of Development Services (909) 797-2489 34272 Yucaipa Boulevard, Yucaipa, CA 92399 Building & Safety Engineering Support Fire Marshall Services 1993 City of Twentynine Palms Larry Bowden, City Manager (760) 367-6799 6136 Adobe Road, Twentynine Palms, CA 92277 Building & Safety City Engineering Traffic Engineering 1993 Town of Yucca Valley Shane Steuckle, Community Dev. Director (760) 369-7207 57090 Twentynine Palms Highway, Yucca Valley, CA 92284 Building & Safety 1992 Town of Apple Valley Doug Robertson, Town Manager (760) 240-7000 14955 Dale Evans Parkway, Apple Valley, CA 92307 Building & Safety Public Work Administration Town Engineering 1990 City of Hidden Hills Kerry Kallman, City Manager (818) 888-9281 6165 Spring Valley Road, Hidden Hills, CA 91302 Building & Safety City Engineering 1990 City of Moorpark Troy Brown, City Manager (805) 517-6221 799 Moorpark Avenue, Moorpark, CA 93021 Building & Safety Environmental/NPDES 1988 10 CAA has read and agrees to the City’s Professional Services Agreement, including insurance requirements and other contractual terms, but would like to add a termination clause allowing CAA to terminate the contract upon 60 or 90 days' advanced written notice to the City. Professional Services Agreement 11 CAA complies with the insurance requirements outlined by the City. A copy of our insurance certificate can be found below. Insurance Coverage 12 “Providing the public sector with unsurpassed quality of service by investing in the development of our employees.” This was the solid foundation Charles Abbott Associates, Inc. (CAA) was built on when its founder Charles Hugh Abbott, Jr. founded the company in 1984. More than 38 years after its launch as a contract service provider to state and local government agencies, CAA has not swayed from this foundation. Increasingly, state and local governments are looking to leverage the flexibility, competency and efficiency of Public-Private Partnerships or Alternative Service Delivery, and with good reason. Considering that particularly  building department services often prove to be a major financial drain on budgets due to their inherently fluctuating nature, many cities now choose to outsource these services to a third-party service provider like CAA. What sets us apart from other service providers is that our professionals will act as an extension of City staff, and will meet or exceed the same service standards the City is accustomed to. We have earned a reputation for those consistently high standards of service as a direct result of nurturing a team of professionals with an exceptional work attitude, mind-set, experience and skills that are unique to CAA. As part of that, our staff regularly attends and sponsors training courses, seminars, and conferences to ensure staff is up-to-date on the most relevant issues in the industry. As an example of these advanced industry-training standards, the International Code Council (ICC) has recognized CAA as a Preferred Provider, the 14th in the Country to receive such recognition. Legal Name: Charles Abbott Associates, Inc. Office Location: 27201 Puerta Real, #200 Mission Viejo, CA 92691 (866) 530-4980 info@caa.inc http://www.caa.inc Entity Type: Corporation Years in Business: 39 Number of Employees: 217 Federal Tax ID: 33-00753899 Ownership: Rusty R. Reed, Susan Abbott. CAA is not owned in part or full by another business organization or individual. Primary Contact: Ron Grider, PE, Sr. Vice President rongrider@caa.inc (702) 340-7774 CAA hires and maintains a fully credentialed and cross-trained staff that effectively meets our clients’ needs. Many members of CAA staff have years of prior public and private sector experience that adds value to our municipal client’s service endeavors. California registered civil engineers, licensed land surveyors, and environmental scientists are available to provide back-up to the project and to meet the varying workload demands of the City. CAA assures that a core back-up staff is established to ensure the City is not “short-staffed” at any time, due to vacations, sick leave, etc. CAA will make sure that our clients reap the benefits of increased productivity, cost savings, and unmatched quality of service from our expertise, resources, constant consideration of innovative solutions, as well as our experience in building excellent working relations. Our superior reputation in the Building and Safety industry is History of Organization 13 largely due to the quality of our work product. We control that quality work by regularly evaluating our internal performance and making swift and meaningful adjustments when needed. The following demonstrates CAA’s customer service philosophy: Service Above and Beyond: CAA professionals believe that just doing a “good” job is not enough for our clients. This means that we do not function simply by the language of our contract, but that we constantly look out for the general good of the City, local neighborhoods, and residents. Our employees become part of your team and view themselves as an extension of your staff in carrying out the duties of the City. Innovations in Service Delivery: CAA continuously strives for innovations to improve public services. Government must be more accessible to the citizens, more convenient, timelier in responses, more cost effective, and performance oriented. Accountability in government has never been higher than it is today. We want to be your partner in delivering exceptional public service and promoting the City. We pledge the full resources and backing of our firm to assure that the City is able to deliver outstanding, cost-effective public service of the highest quality. Customer Service: Our employees are passionate about customer service. In performing our duties we are always willing to meet with clients for pre-design meetings, pre-submittal meetings, or as needed to resolve complex code related plan review issues in the most efficient manner possible. In addition, the staff at CAA brings a can-do attitude to their work - always focused on efficiency and project success. Responsive Project Management: By providing a cooperative work environment with all of the entities responsible for project approval, we form a collaborative working relationship that centers on successful project processing. We have the know-how to work closely with other departments and outside agencies, resulting in a timely, seamless and efficient development approval process. We 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. Availability to Meet: If required, CAA staff will be available to meet with City staff, the design team, applicants, and/or contractors at the City’s request to discuss and resolve plan review and code related issues. Our staff can be available to meet within 24 hours of notice. Those meetings will be attended by our staff at no additional cost. Integration Plan: CAA prides itself on being a “team player” in each service engagement. We train our staff to recognize that citizens of the community, City staff, and other consultants are our customers and, as such, deserve our best efforts to respond, assist, support, and work hand-in-hand. Our team members will learn and keep up to date on policies and procedures as we commence the engagement. Our staff will participate, as requested, in staff meetings and meetings with individuals and companies who are coming to the City to procure services. CAA staff will adhere to all personnel policies and directives including hours of operation, dress code, and other team building efforts. CAA staff will strictly adhere to your policies and procedures regarding confidentiality, public release of information, and communications with media. CAA values each client and our staff conducts themselves in a manner not to bring attention to CAA but rather to always put the City in a favorable public light. 14 Maintaining high quality services is what has made CAA as successful as we are today. We understand that having experienced and qualified personnel is a fundamental requirement of being able to deliver quality service to our clients, and we place considerable effort in attracting and retaining our highly trained staff. CAA’s project team assigned to the City possesses many years of related project experience, making CAA exceptionally well qualified to provide the requested services to the City. Most have a background in construction and are also licensed as building inspectors, providing a broader and more accurate understanding of the local building codes. Our professionals are currently handling plan reviews for projects of all sizes for our clients, ranging in size from small single family homes to large economic developments. We do have sufficient resources to ensure plans for the City are reviewed with care and accuracy, and are committed to handling electronic plan reviews within guaranteed turnaround timeframes. With additional resources available in our various geographic regions, we are able to handle any increase in workload without sacrificing quality, while still adhering to our guaranteed turnaround times. We pride ourselves on being a “team player” in each municipal service engagement and train our staff to recognize that citizens of the community, City staff and other consultants are our customers and, as such, deserve our best efforts to respond, assist, support, and work hand-in-hand. CAA hires and maintains a fully credentialed and cross-trained staff that effectively meets our clients’ needs. Many members of CAA staff have years of prior public and private sector experience that adds value to our municipal client’s service endeavors. California registered civil engineers, licensed land surveyors, and environmental scientists are available to provide back-up to the project and to meet the varying workload demands of the City. CAA assures that a core back-up staff is established to ensure the City is not “short-staffed” at any time, due to vacation, sick leave, etc. Resumes for some of the team selected to work with the City are listed on the following pages. Resumes 15 RON GRIDER, PE, MCP, CFM, CASP, QSD SENIOR VICE PRESIDENT OPERATIONS / PROJECT MANAGER Years of Experience: 41+ Mr. Grider has over 41 years of construction, public works, and building & safety experience. He has held the position of Building Official, County Engineer, Sr. Engineering Manager as well as numerous other key positions in the field. Well known in the public sector as a compassionate leader focused on customer service, he is routinely involved in the presentation of building code, engineering principles and advancing the cause of preventing life loss and protecting property. As Director for CAA, he directs the services CAA provides in building and safety, engineering, and fire prevention. He is also responsible for quality control and evaluation. LICENSES Professional Engineer CA, GA, FL, ID, CO, NV CERTIFICATIONS Building Official Master Code Professional Certified Fire Marshal Building Inspector Electrical Inspector Mechanical Inspector Plumbing Inspector Plans Examiner Combination Inspector Comb. Dwelling Inspector Commercial Energy Plans Examiner Commercial Energy Inspector Res. Energy Plans Examiner/Inspector Accessibility Inspector/Plans Examiner Building Code Specialist Fire Code Specialist Fire Plans Examiner Certified Fire Inspector I & II Commercial Fire Sprinkler Plans Examiner Commercial Fire Sprinkler Inspector Res. Fire Sprinkler Plans Examiner/Insp OES/CALEMA Disaster Service Worker Level IB Certified Inspector Level II Certified Design Professional Certified Access Specialist (CASp) Qualified SWPPP Developer (QSD) SAP Evaluator Proficient in EnerGov Permitting and Inspection software PROFESSIONAL MEMBERSHIPS International Code Council (ICC) Member American Society of Civil Engineer (ASCE) Member American Public Works Association (APWA) Member Structural Engineers Association of Southern California (SEAOSC) Member Structural Engineers Institute (SEI) Member California Building Officials (CALBO) Safety Assessment Emergency Services – State of California SAPC61525 16 ALLEN POSEY, CBO, MCP CERTIFIED BUILDING OFFICIAL / PLANS EXAMINER / INSPECTOR / MASTER CODE PROFESSIONAL Years of Experience: 37+ Mr. Posey has over 37 years of construction, building and safety experience, with 30 years of code administration, problem solving, and material work force management experience. He has held the positions of Chief Electrical Inspector, Plans Examiner, and Building Official. He was responsible for all electrical plans examining, electrical inspections assignments, and all field inspections. Duties also included management of Permitting and Inspection Software System. Allen has inspected and plan reviewed projects including residential, commercial, education and industrial structures. He is also experienced in the implementation and training of CAA’s permitting software, CityTech Solutions CERTIFICATIONS Building Inspector Building Plans Examiner Building Code Official Certified Building Official (CBO) Electrical Code Official Housing Code Official Mechanical Code Official Plumbing Code Official Combination Inspector Commercial Combination Inspector Commercial Electrical Inspector Electrical Inspector Electrical Plans Examiner Fire inspector I Property Maintenance and Housing Inspector Zoning Inspector Master Code Professional Mechanical Plans Examiner Mechanical Inspector Permit Technician Plumbing Plans Examiner Plumbing Inspector Residential Combination Inspector Residential Electrical Inspector ICC/AACE Code Enforcement Administrator ICC/AACE Code Enforcement Officer Fire Inspector II Combination Plans Examiner Fire Plans Examiner Disaster Response Inspector AACE Master Code Enforcement Professional Commercial Energy Plans Examiner Residential Energy Inspector/Plans Examiner Residential Plans Examiner Accessibility Inspector/Plans Examiner Residential Building Inspector Residential Mechanical Inspector Certified Fire Marshall Residential Plumbing Inspector Soil Erosion Inspector PROFESSIONAL MEMBERSHIPS International Code Council (ICC) 17 THOMAS MARSHALL, CBO, MCP CERTIFIED BUILDING OFFICIAL / MASTER CODE PROFESSIONAL / SENIOR PLAN REVIEWER Years of Experience: 14+ Mr. Marshall brings many years of Municipal experience to this project. He is an experienced Code Official/Building Inspector/Plans Examiner and he is a certified Building Official/Master Code Professional capable of providing all the necessary administrative and technical support. He is active with ICC and is committed to safeguarding of the public and preserving quality of life for communities. CERTIFICATIONS Building Plans Examiner Certified Building Official (CBO) Electrical Code Official Housing Code Official Mechanical Code Official Plumbing Code Official Combination Inspector Combination Plans Examiner Commercial Building Inspector Commercial Combination Inspector Commercial Electrical Inspector Commercial Energy Inspector Commercial Energy Plans Examiner Commercial Mechanical Inspector Commercial Plumbing Inspector Electrical Plans Examiner Green Bldg Residential Examiner Master Code Professional Mechanical Plans Examiner Plumbing Plans Examiner Residential Building Inspector Residential Combination Inspector Residential Electrical Inspector Residential Energy Inspector/ Plans Examiner Residential Fire Sprinkler Inspector / Plans Examiner Residential Mechanical Inspector Residential Plumbing Inspector Zoning Inspector Fire Inspector I Energy Code Specialist Post Disaster Assessment SAP PROFESSIONAL MEMBERSHIPS International Code Council (ICC) International Association of Plumbing & Mechanical Officials (IAMPO) 18 RAY BALTERA CERTIFIED PLAN REVIEWER Years of Experience: 37+ Mr. Baltera has over 35 years of experience working for municipalities conducting plan reviews and building inspections. Mr. Baltera’s specialty is plan reviews for mechanical, electrical and plumbing (MEP) systems for projects of any size. From the complex multi-use construction project to the residential remodel, he has the plan check skills to provide outstanding code compliance checks. In recent years, Mr. Baltera has been instrumental for CAA in performing plan reviews and inspections of large mixed-use multi-story condo buildings that have been become very popular to build. Some of his plan check work can be seen from the new mixed-use multi-story condos along the 405 freeway in south Orange County. CERTIFICATIONS California Combination Inspector Building Inspector Plumbing Inspector UPC California Residential Electrical Inspector California Residential Mechanical Inspector Mechanical Inspector Electrical Inspector California Commercial Mechanical Inspector Combination Inspector Mechanical Inspector UMC Plumbing Inspector Combination Inspector - Legacy California Commercial Plumbing Inspector California Commercial Electrical Inspector California Residential Plumbing Inspector California Commercial Building Inspector California Residential Building Inspector California Commercial Combination Inspector California Residential Combination Inspector Commercial Combination Inspector PROFESSIONAL MEMBERSHIPS International Code Council (ICC) professional government services 19 STEVE AHUNA, PE, CBO REGISTERED CIVIL ENGINEER / CERTIFIED PLAN REVIEWER Years of Experience: 31+ EDUCATION M.S., Applied Economics, Santa Clara University, Santa Clara, CA B.S., Architectural Engineering, California State University, San Luis Obispo Mr. Ahuna is a Civil Engineer in Idaho, Colorado, California, Nevada, Florida, Arizona and Texas, and has over 30 years of experience in the architectural and structural review of residential and non-residential plans. He has plan review experience working for both private and municipal entities. Prior to working as a plan checker, he worked for a private consulting structural engineering firm as a design engineer for residential and non-residential buildings. CERTIFICATIONS Building Official Plans Examiner Plans Examiner UBC OES/CALEMA DISASTER SERVICE WORKER Post Disaster Assessment SAP PROFESSIONAL MEMBERSHIPS International Code Council (ICC) California Building Officials (CALBO) Structural Engineers Association of California (SEAOC) American Society of Civil Engineers (ASCE) professional government services 20 DANNY CHOW, PE REGISTERED CIVIL ENGINEER/PLANS EXAMINER Years of Experience: 38+ Mr. Chow has over 38 years of experience in management, planning, review, design, and construction of civil engineering projects. Of his 22 years with Charles Abbott Associates, Inc., he has been in charge of and managed numerous CIP projects from funding, design, bidding, and construction through completion for several agencies as project manager and provided the highest level of service to those agencies. His past experience includes street maintenance and rehabilitation, street widening, flood control and storm drains, parking facilities, public transportation facilities, parks and recreations, and other CIP projects, as well as coordination with local, state, and federal agencies. Danny has provided civil reviews for numerous projects in California, Nevada, Georgia, and Texas. His review experience ranges from grading plans, street improvement plans, drainage plans, hydrology and hydraulics, water plans, sewer plans, NPDES, engineering reports of various types, as well as assessment districts. CERTIFICATIONS Civil Engineer Building Plans Examiner Georgia Soil and Water Conservation Level 2 Certification for Erosion Control, Plan Design and Review PROFESSIONAL MEMBERSHIPS American Society of Civil Engineers professional government services 21 HIEP TRAN, PE REGISTERED CIVIL ENGINEER/PLANS EXAMINER/ENGINEERING & CODE PROFESSIONAL Years of Experience: 36+ Mr. Tran has over 34 years of engineering construction, building and safety experience. He has held the position of Plan Check Engineer for the City of Newport Beach, California for over 21 years and was responsible for all civil, architectural, and structural plans examining, accessibility plans reviews, and fire sprinkler alarm review assignments. He has reviewed projects including residential, commercial, and industrial structures. He also had his own practice in designing architectural and structural residential projects in California for several years. CERTIFICATIONS Civil Engineer, C 35581 Building Plans Examiner PROFESSIONAL MEMBERSHIPS International Code Council (ICC) California Building Officials (CALBO) Structural Engineers Association of Southern California (SEAOSC) professional government services 22 JANET SHLIZ, MSCE PLANS EXAMINER Years of Experience: 34+ Ms. Shliz has over 34 years of experience in plan review, planning, and design of civil engineering projects. During her 15 years with Charles Abbott Associates, Inc., she has reviewed many projects in Southern California ranging from grading plans (rough and precise) to erosion control, street improvement and parking lot plans. She has spent most of her years with CAA reviewing projects for several of our municipal clients in Southern California, many of which are in LA and Orange Counties. Janet has designed and reviewed numerous CIP projects from, bidding, and construction, through completion for several agencies. Her past experience includes pavement management and evaluation, street maintenance and rehabilitation, street widening, parking facilities, public transportation facilities, parks and recreation, and other CIP projects, and coordination with local, state, and federal agencies. Most of her experience is in municipal arena. professional government services 23 CAA's team is structured to allow flexibility in manpower and will match fluctuating workloads and priorities with proper staff. Short-term fluctuations are leveled out through temporary use of other CAA personnel brought in for peak periods. Long-term needs are met through the addition or removal of trained staff, with City approval, as well as finding more efficient ways to manage and accomplish existing work. CAA will: Ø Provide such necessary and related functions as are normal practice for building plan review. Ø Provide complete project coordination for rapid response. Ø Consult with the client’s staff to ensure consistency. Ø Match CAA’s expertise and technical abilities with the client’s needs. Ø Provide turnaround times equal to or less than current procedures. Ø Provide responsible and complete record keeping ensuring timely response, and quality. Ø Evaluate current City Standards for understanding by the staff assigned. Ø Ensure that City policies and guidelines are clearly understood. Ø Prior to beginning the project, our staff reviews the procedures under which we will operate to ensure that the “rules” are clearly understood. Ø Provide technical support as directed by the client’s staff. Ø Assure that files and plans are secured, organized, and up-to-date. CAA has the resources available to meet the City’s needs. We guarantee that we will commit the necessary resources required to achieve high-quality, fast turnaround plan check reviews. We take our commitment to superior services very seriously and undertake each project with a solemn professional obligation to serve the City and the owners, developers, engineers, and builders who process plans through the City’s plan review process. The CAA team has successfully provided plan review services to local governments utilizing the following approach: Ø Provide plan reviews of the assigned project plans, in accordance with City’s adopted codes and amendments. Each plan review is assigned to a qualified plans examiner with oversight of the project manager. The assigned individual will be committed to the project and will furnish all subsequent submittal reviews for the project—the optimum way to maintain a consistent review and avoid “late hit” comments that have already been resolved in prior reviews. In cases where the project manager is the primary reviewer, another member of our firm will provide a quality control review. Ø Each plan review will be accompanied with a letter summarizing the red-line comments. This letter can be addressed through the Building Official, assigned staff, or directly to the Designer, based upon the City’s preference. A complete redlined set of drawings and any reports will be returned to the designer for their correction. Ø The assigned plan reviewer and the Project Manager can teleconference with the designer to review comments or to delineate the code requirements which are not being met (as applicable) to assist in the timely completion of the review and meeting the maximum goal of two plan reviews plus a third compliance review prior to submittal of originals for signature approvals. The third review is to confirm all previous comments have been addressed. If necessary, a meeting can also take place in the City Hall or CAA offices so that minor comments/discrepancies can be immediately addressed, and the plans and reports can be deemed technically correct and submitted for signature approvals. Turnaround time for review and the number of times a plan is submitted is greatly improved by taking these extra steps early in the process. Organizational Structure professional government services 24 CAA will ensure the completeness of submittals and document any deficiencies as needed. Our team will interact with City personnel and private contractors to resolve any issues and answer any questions. CAA will review plans for sound building practices and provide detailed plan check of the assigned project plans in accordance with applicable laws, standards, adopted codes and amendments. CAA will ensure accuracy of design in conformance with the City’s most current Plan Check Lists, and will provide and retain digital lists of corrections and redlines. We step up quality control by maintaining direct lines of communication between the City and the Principal of our firm to regularly evaluate our performance and ensure that services are delivered timely, within budget, and meet our high standards. CAA has strict cost and schedule control procedures in place that address planning, scheduling, budgeting, performance evaluation, and quality control. CAA provides performance reporting on a regular basis through monthly reports related to accomplishments, tracking of performance metrics, and planned activities. Our quality control measures include: ü Work Plan ü Quality Control Plan ü Internal Resource Allocation Updates ü Progress Reports ü Budget Tracking ü Peer Reviews ü Reviewing the accuracy of hours spent on projects ü Evaluating work hours to ensure they are efficient ü Critiquing our plan check comments to make sure they are accurate and fair ü Assessing internal processes to ensure projects are returned on-time ü Obtaining feedback from our clients to address any performance issues As this last quality control measures indicates, we strive to measure the satisfaction of our clients. And the best way we know how to do that is by maintaining direct lines of communication with our clients. It is this feedback and open communication with our clients that has helped us learn how to provide an unmatched level of quality work for our clients. The organizational chart below shows the general corporate and departmental organization and structure of CAA and the key staff assigned to the City. professional government services 25