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suspended, voided, canceled by either party, or reduced in coverage or in limits, except after thirty (30) days' prior written notice has been given to CITY.
7.04 Self-insurance does not comply with these insurance specifications.
CONTRACTOR acknowledges and agrees that that all insurance coverage required to be provided by CONTRACTOR or any subcontractor, shall apply first and on a primary, non- contributing basis in relation to any other insurance, indemnity or self-insurance available to CITY.
7.05 All coverage types and limits required are subject to approval, modification and additional requirements by CITY, as the need arises. CONTRACTOR shall not make any reductions in scope of coverage (e.g. elimination of contractual liability or reduction of discovery period) that may affect CITY's protection without CITY's prior written consent.
7.06 CONTRACTOR agrees to provide immediate notice to CITY of any claim or loss against CONTRACTOR or arising out of the Services performed under this Agreement. CITY assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve CITY.
8. Indemnification.
8.01 CONTRACTOR and CITY agree that CITY, its employees, agents and officials should, to the extent permitted by law, be fully protected from any loss, injury, damage, claim, lawsuit, cost, expense, attorneys' fees, litigation costs, defense costs, court costs or any other costs arising out of or in any way related to the performance of this Agreement by CONTRACTOR or any subcontractor or agent of either as set forth herein.
Accordingly, the provisions of this indemnity are intended by the parties to be interpreted and construed to provide the fullest protection possible under the law to CITY.
CONTRACTOR acknowledges that CITY would not enter into this Agreement in the absence of the commitment of CONTRACTOR to indemnify and protect CITY as set forth herein..
a. To the fullest extent permitted by law, CONTRACTOR shall defend, indemnify and hold harmless CITY, its employees, agents and officials, from any liability, claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses, damages or costs of any kind, whether actual, alleged or threatened, actual attorneys' fees incurred by CITY, court costs, interest, defense costs, including expert witness fees and any other costs or expenses of any kind whatsoever without restriction or limitation incurred in relation to, as a consequence of or arising out of, or in any way attributable actually, allegedly or impliedly, in whole or in part to the performance of this Agreement.
CONTRACTOR's obligation to defend, indemnify and hold harmless shall include any and all claims, suits and proceedings in which CONTRACTOR (andlor CONTRACTOR's agents and/or employees) is alleged to be an employee of CITY.
All obligations under this provision are to be paid by CONTRACTOR as they are incurred by CITY.
5
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b. Without affecting the rights of CITY under any provision of this Agreement or this Section, CONTRACTOR shall not be required to indemnify and hold harmless CITY as set forth above for liability attributable solely to the fault of CITY, provided such fault is determined by agreement between the parties or the findings of a court of competent jurisdiction.
8A. Indemnification Design Professionals.
8A.01 In the event that CONTRACTOR is a design professional under California Civil Code Section 2782.8 this Section 8A shall apply instead of Section 8. To the fullest extent permitted by California law and in accordance with California Civil Code section 2782.8, CONTRACTOR shall indemnify, and hold harmless the City, its officers, employees, trustees and members ("Indemnified Parties") from any and all actions, assessments, counts, citations, claims, costs, damages, demands, judgments, liabilities (legal, administrative or otherwise), losses, notices, expenses, fines, penalties, proceedings, responsibilities, violations, attorney's and consultants' fees and causes of action including, but not limited to those for, injury to property or persons, including personal injury and/or death ("Claim(s)"), to the extent that the Claim(s) arises out of, pertains to, or relates to the negligence, recklessness, or wilful misconduct of CONTRACTOR, its directors, officials, officers, employees and consultants arising out of, connected with, or resulting from the performance of the Services, the Project, or this Agreement. This indemnity excludes liability caused by the negligence or willful misconduct of any of the Indemnified Parties.
The cost to indemnify, hold harmless, and defend charged to CONTRACTOR shall not exceed CONTRACTOR'S proportionate percentage of fault.
9. Additional Services, Changes and Deletions.
9.41 In the event CONTRACTOR performs additional or different services than those described herein without the prior written approval of the City Manager and/or City Council of CITY, CONTRACTOR shall not be compensated for such services.
CONTRACTOR expressly waives any right to be compensated for services and materials not covered by the scope of this Agreement or authorized by the CITY in writing.
9.02 CONTRACTOR shall promptly advise the City Manager and Finance Director of CITY as soon as reasonably practicable upon gaining knowledge of a condition, event or accumulation of events which may affect the scope and/or cost of Services. All proposed changes, modifications, deletions and/or requests for additional services shall be reduced to writing for review and approval by the CITY and/or City Council.
10. Termination of Agreement.
14.01 Notwithstanding any other provision of this Agreement, CITY, at its sole option, may terminate this Agreement with or without cause, or for no cause, at any time by giving twenty (20) days' written notice to CONTRACTOR.
10.02 In the event of termination, the payment of monies due CONTRACTOR for undisputed Services performed prior to the effective date of such termination shall be paid within thirty (30) business days after receipt of an invoice as provided in this Agreement.
Immediately upon termination, CONTRACTOR agrees to promptly provide and deliver to CITY all original documents, reports, studies, plans, specifications and the like which are in the possession or control of CONTRACTOR and pertain to CITY.
11. Status of CONTRACTOR.
11.01 CONTRACTOR shall perform the Services in CONTRACTOR' s own way as an independent contractor, and in pursuit ofCONTRACTOR's independent calling, and not as an employee of CITY. However, CONTRACTOR shall regularly confer with CITY's City Manager as provided for in this Agreement.
11.02 CONTRACTOR agrees that it is not entitled to the rights and benefits afforded to CITY's employees, including disability or unemployment insurance, workers' compensation, retirement, Ca1PERS, medical insurance, sick leave, or any other employment benefit. CONTRACTOR is responsible for providing, at its own expense, disability, unemployment, workers' compensation and other insurance, training, permits, and licenses for itself and its employees and subcontractors.
11.03 CONTRACTOR hereby specifically represents and warrants to CITY that it possesses the qualifications and skills necessary to perform the Services under this Agreement in a competent, professional manner, without the advice or direction of CITY and that the Services to be rendered pursuant to this Agreement shall be performed in accordance with the standards customarily applicable to an experienced and competent professional rendering the same or similar services in the same geographic area where the CITY is located. Further, CONTRACTOR represents and warrants that the individual signing this Agreement on behalf of CONTRACTOR has the full authority to bind CONTRACTOR to this Agreement.
12. Ownership of Documents; Audit.
12.01 All draft and final reports, plans, drawings, studies, maps, photographs, specifications, data, notes, manuals, warranties and all other documents of any kind or nature prepared, developed or obtained by CONTRACTOR in connection with the performance of Services performed for the CITY shall become the sole property of CITY, and CONTRACTOR shall promptly deliver all such materials to CITY upon request. At the CITY's sole discretion, CONTRACTOR may be permitted to retain original documents, and furnish reproductions to CITY upon request, at no cost to CITY.
12.02 Subject to applicable federal and state laws, rules and regulations, CITY shall hold all intellectual property rights to any materials developed pursuant to this Agreement. CONTRACTOR shall not such use data or documents for purposes other than the performance of this Agreement, nor shall CONTRACTOR release, reproduce, distribute, publish, adapt for future use or any other purposes, or otherwise use, any data or other materials first produced in the performance of this Agreement, nor authorize others to do so, without the prior written consent of CITY.
12.03 CONTRACTOR shall retain and maintain, for a period not less than four years following termination of this Agreement, all-time records, accounting records and vouchers and all other records with respect to all matters concerning Services performed, 7
compensation paid and expenses reimbursed. At any time during normal business hours and as often as CITY may deem necessary, CONTRACTOR shall make available to CITY's agents for examination all of such records and shall permit CITY's agents to audit, examine and reproduce such records.
13. Miscellaneous Provisions.
13.41 This Agreement, which includes all attached exhibits, supersedes any and all previous agreements, either oral or written, between the parties hereto with respect to the rendering of Services by CONTRACTOR for CITY and contains all of the covenants and agreements between the parties with respect to the rendering of such Services in any manner whatsoever. Any modification of this Agreement will be effective only if it is in writing signed by both parties_
13.02 CONTRACTOR shall not assign or otherwise transfer any rights or interest in this Agreement without the prior written consent of CITY. Unless specifically stated to the contrary in any written consent to an assignment, no assignment will release or discharge the assignor from any duty or responsibility under this Agreement.
13.03 CONTRACTOR shall timely file FPPC Form 700 Conflict of Interest Statements with CITY if required by California law and/or the CITY's conflict of interest policy.
13.04 If any legal action or proceeding, including an action for declaratory relief, is brought to enforce or interpret the provisions of this Agreement, the prevailing party will be entitled to reasonable attorneys' fees and costs, in addition to any other relief to which that party may be entitled.
13.05 This Agreement is made, entered into and shall be performed in the County of Riverside in the State of California and shall in all respects be interpreted, enforced and governed under the laws of the State of California. The parties agree that venue in any litigation between them shall be in Riverside County, California.
13.06 CONTRACTOR covenants that neither it nor any officer or principal of its firm has any interest, nor shall they acquire any interest, either directly or indirectly, which will conflict in any manner or degree with the performance of their Services hereunder.
CONTRACTOR further covenants that in the performance of this Agreement, no person having such interest shall be employed by it as an officer, employee, agent, or subcontractor.
13.07 CONTRACTOR has read and is aware of the provisions of Section 1090 et seq. and Section 87100 et seq. of the Government Code relating to conflicts of interest of public officers and employees. CONTRACTOR agrees that they are unaware of any financial or economic interest of any public officer or employee of the CITY relating to this Agreement. It is further understood and agreed that if such a financial interest does exist at the inception of this Agreement, the CITY may immediately terminate this Agreement by giving notice thereof. CONTRACTOR shall comply with the requirements of Government Code section 87100 et seq. and section 1090 in the performance of and 8
during the term of this Agreement.
13.08 Improper Consideration. CONTRACTOR shall not offer (either directly or through an intermediary) any improper consideration such as, but not limited to, cash, discounts, services, the provision of travel or entertainment, or any items of value to any officer, employee or agent of the CITY in an attempt to secure favorable treatment regarding this Agreement or any contract awarded by CITY. The CITY, by notice, may immediately terminate this Agreement if it determines that any improper consideration as described in the preceding sentence was offered to any officer, employee or agent of the CITY with respect to the proposal and award process of this Agreement or any CITY contract. This prohibition shall apply to any amendment, extension or evaluation process once this Agreement or any CITY contract has been awarded. CONTRACTOR shall immediately report any attempt by any CITY officer, employee or agent to solicit (either directly or through an intermediary) improper consideration from CONTRACTOR.
13.09 Severability. If any portion of this Agreement is declared invalid, illegal or otherwise unenforceable by a court of competent jurisdiction, the entire balance of this Agreement not so affected shall remain in full force and effect. 1N WITNESS WHEREOF, the parties hereby have made and executed this Agreement to be effective as of the day and year first above written.
CITY: ,,rr
CITY OF NT
By:
CONTRACTOR:
SCOTT FAZEKAS & ASSOCIATES, INC.
By:
Print Name: >'
Title: iffy te / .
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EXHIBIT "A"
PROPOSAL
PROPOSAL
FOR
BUILDING AND SAFETY PLAN CHECK SERVICES
City of Beaumont
March 23, 2023
%FA
Scott Fazekas & Associates, inc.
TABLE OF CONTENTS
Page
A. COVER LETTER 1
B. INTRODUCTION/INFORMATION 2-3
C. APPROACH TO DELIVERING THE SCOPE OF SERVICES 4-8
D. FIRM PROFILE 8
E. LOCATION OF PRINCIPAL OFFICE 9
F. PROPOSED TEAM & EXPERIENCE 9-21
G. REFERENCES 22-23
I. SCOPE OF SERVICES 24
3. COST PROPOSAL (SUBMITTED UNDER SEPARATE COVER.
K. CUSTOMER SERVICE PHILOSOPHY 25
M. PROFESSIONAL LIABILITY INSURANCE 25
Scott FinNelrms & Associates, Inc.
I'll Scott 1'a.►.c1tzi,; & associates, lettc,
Building Safety for Government
A. COVER LETTER
March 23, 2023
City of Beaumont
c/o Grace Wichert
550 E. 6th Street
Beaumont, CA 92223
Subject: Proposal for Building & Safety Plan Check Services Dear Ms. Wichert:
Scott Fazekas & Associates, Inc. (SFA) appreciates the opportunity to submit this Proposal to the City of Beaumont to provide Building Plan Check Services. We have reviewed the RFP and acknowledge the terms and conditions.
This Proposal will outline in detail how SFA meets and exceeds all of the City's needs for Plan Review Services. 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 hopes to be considered to continue providing building plan review services which will allow us the opportunity to show you what a valuable asset SFA can continue to be for the City of Beaumont. SFA has added the option of Fire Plan Review if such services also are required in the future.
Sincerely,
SCOTT FAZEKAS & ASSOCIATES, INC.
Scott R. Fazekas, AY , NCARB, CBO, LEED AP, CASp
President
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2 Corporate Park, Suite 206, Irvine, CA 92606-5103 • 949/475-2941 • FAX 949/475-2560 • sfairvine@aoLcom An Equal Opportunity Employer
B.
INTROD UCTION/INFORMA TION
ABOUT THE COMPANY
Since SFA specializes in providing plan review services and we feel that our company can truly be an extension of your building department. Our experienced staff of many years with the ability to tailor the requirements of each city to their specific needs makes our company unique.
Scott Fazekas & Associates, Inc. (SFA) is a California Corporation founded by Scott Fazekas in June 1996. We are located at 2 Corporate Park, Suite 206, Irvine, CA 92606. Phone number 949-475-2901. Our e-rnail address is sfairvine @aol.com. SFA 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 over 50 years ago in 1972 with the City of Newport Beach Building Department. Scott Fazekas is the contact person for further information and will be the primary contact for all services provided. SFA has 15 employees.
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 ofSFA's plan check staff are licensed Structural or Civil Engineers which allows SFA the ability to assign the challenging projects to any one of our plan check engineer staff. This expertise permits SFA the ability to balance our workloads and meet obligations without overloading any one engineer.
KEY SFA ATTRIBUTES
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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.
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.
Municipal experience in building and fire departments and familiarity with all internal and external agency and division needs.
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Scott Fazclrnat & itsmiciintes, liic,
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:
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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.
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 or building official services.
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.
The owner, Scott Fazekas, will be, actively involved with insuring that quality services are delivered to City of Beaumont, and will be the primary contact for all communication with the City.
.'milt Fnzcirnn & Associates, Inc.
C. APPROACH TO DELIVERING THE SCOPE OF SERVICES
PROJECT APPROACH
The project approach will be to provide the highest quality plan review for the City of Beaumont, 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.
We will also provide permit counter and/or inspection staff on an as -needed basis.
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
OVERALL PROCESS & SCOPE
Scott Fazekas & Associates, Inc. (SFA) proposes to provide start to finish comprehensive plan review services as -needed when assigned by the City of Beaumont. All of our plan check staff are located in our Irvine office. Plans will be electronically received when notified by the City that they have sent a link and the application paperwork.
During the review process, once the initial review or resubmittal is plan checked, the review comments are mailed to the City permit technicians at permits beaurnontca.gov. SFA's plan check engineers are available to the applicants by phone, e-mail, in person or virtual meeting via Zoom or Teams to discuss any questions prior to resubmittals.
When the applicant andfor 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 the electronic approved plans, stamped and signed by SFA, to the City.
Plans are reviewed in ten(10) working days far initial and five (5) working days for rechecks, respectively. 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.
.Scott Faxelras. As;socintes, fnc.
ADDITIONAL SCOPE PROVIDED BY SFA
SFA has four (4) 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 on Zoom or Teams, 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. 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 and shared virtual meetings
• No sharing of plan assignments occurs by electronic transfer of plans to other offices
DETAILED WORK PLAN
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:
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Zoom or Teams meetings
Conference call dial -ins
Combination of Blue beam shared on -fine viewing with conference call to discuss plans.
On -site rneetings
Meeting attendance at City Hall
Phone
Fax
E-mail and pdfs
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colt I'nzclras S Associates, Inc.
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 Daily 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 Beaumont.
PLAN REVIEW DOCUMENT VERIFICATIONS
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 has a customized City of Beaumont Correction List Text which insures that specific requirements are not missed. SFA will also maintain a summarized outline of the City'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 the City'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.
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, and 6) the Plan Log Program and 7) on-line access to client software.
SFA has (7) Seven 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. -6-
Scott Fnzckns .1', Associates, Inc.
• Our plan check correction lists are typed using Microsoft Word and the Correction lists are sent via e-mail to the City.
* 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.
• 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.
* SFA has developed a sophisticated Plan Log System that tracks plans, lists Application and Correction data, develops invoicing, and provides reports for performance data.
QUALITY CONTROL
PROJECT MANAGEMENT
Scott Fazekas as the owner and President of SFA, is actively involved with all staff and is the primary contact between City staff and SFA staff, insuring that all of the City's needs and expectations are met.
All plan check engineers are licensed professionals experienced and in comprehensive plan reviews and handle each plan review as their own project manager. All plan check engineers communicate and consult with other staff for consistency or when an individual has specialized expertise in a special technical subject. All of the administrative staff are cross -trained in all functions of phones, filing, word processing, providing project status, logging and routing plans, etc...
SCHEDULING AND TRACKING
SFA's plan log program has been specifically written to manage every step of the plan review process for SFA. Some of the specific program features are 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, method of delivery.
* 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. .Scott F'nzelrns & Associates, iatcs, Inc.
Every work day by mid -day a report which was run the previously night of work due is checked to see if the plans due out that day have had a correction list typed or approved status given. If any plan due out is still not accounted for the plan checker is prompted to see if he has this project completed so as not to miss any deadlines. We also do a weekly report internally that reviews the completion and due dates of all active projects completed during that week to insure that all deadlines were met.
CITY ROLE
It is the ultimate 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 plan check 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 an as -needed resource. Some information that would help SFA perform plan review services more efficiently and which are already in place, would be as follows:
• Copies of Code Adoption Ordinance.
• Copies of any written Policies on Code Interpretations.
Copies of any administrative policies on plan routing with applicants.
List of City contacts, roles, phone numbers, etc... to allow efficient interfacing for communication and coordination between SFA and City staff.
CONFLICT OF INTEREST
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 timelines, make specializing in plan review an asset to the City of Beaumont.
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.
D. FIRM PROFILE
Scott Fazekas & Associates, Inc. (SFA) is a California Corporation founded by Scott Fazekas in June 1996. We are located at 2 Corporate Park, Suite 206, Irvine, CA 92606. Phone number 949-475-2901. 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 50 years ago in 1972 with the City of Newport Beach Building Department. Scott Fazekas is the contact person for further inforrnation and will be the primary contact for all services provided. SFA has 15 employees. -8-
Scott Fns at A Associates, Inc
E. LOCATION OF PRINCIPAL OFFICE
Scott Fazekas & Associates, Inc. has one office located at 2 Corporate Park, Suite 206, Irvine, CA 92606. Telephone 949-475-2901. E-mail address [email protected]. All plan reviews will be performed in this office.
F. PROPOSED TEAM
ASSIGNED PERSONNEL
Name
Qualifications Type of Review Work
PRINCIPALIPROJECT MANAGER
Scott R. Fazekas, President
AIA, NCARB, CBO, CASp
LEED AP
Registered Architect, CA, NCARB Building & Structural
Colorado, Nevada Plumbing,
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 36 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. -9-
. oft Fnrzckns S Associates, Inc.
Name
Vic Penera, S.E.
Qualifications Type of Review Work
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.
Brett Archibald, P.E.
CASp
Registered Civil Engineer, Building & Structural
CA Plumbing,
Certified Plans Examiner, Mechanical, Electrical
ICC T24 Energy,
Certified Mechanical Inspector, ICC Accessibility
International Code Council
American Society of Civil Engineers
Build it Green Certification, CA
Certified Access Specialist, CASp
Brett Archibald has 18 years experience in residential and commercial plan review. He has been with SFA for 18 years.
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,
CA
Certified Plans Examiner,
ICC
Building & Structural
Plumbing,
Mechanical, Electrical
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.
-I0-
Scoff Finackns Sc Associates, Inc.
Name
Kyle Tonokawa. P.E.
Qualifications
Registered Civil Engineer,
CA.
Certified Access Specialist
CASp
Type of Review Work
Building & Structural
Plumbing
Mechanical, Electrical
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.
Kam Chitalia, S.E.,CBO,CASp
Registered Civil Engineer,
CA
Registered Structural Engineer,
CA
Certified Access Specialist
CASp
Certified Plans Examiner
ICC
Building & Structural
Plumbing
Mechanical, Electrical;
T24 Energy,
Accessibility
Kam Chitalia joined SFA in 2019. He has provides comprehensive plan check services for all of SFA's client agencies. His reviews include checking for compliance with all state and local codes, ordinances, regulations and city -specific policies. He has 32 years of building safety experience with City of Irvine and SFA and 5 years in the private sector in structural design.
Randy Buck, Electrical
Engineering
IAEI Professional Member Electrical Review
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). He currently teaches Electrical Code for Electrical Union.
Organization Chart and Resumes follow this page.
-11-
Scott Fitzeirosi & Associates, Inc.
Vic Penera, SE
Plan Check Engineer
Jennifer Grit
Office Administration
Scott Fazekas & Associates, inc.
Scott R. Fazekas, RIP,
CBO, NCARB, CASp, LEED
President
Ganesh Rao, SE toy Fazekas
Plan Check Engineer Corporate Secretary
Kam Chitalia, SE, CASp
Plan Check Engineer
Brett. Archibald, PE,
CASp
Plan Check Engineer
Peter Tang, PE
Plan Check. Engineer
Kyle Tonokawa, PE, CASp
Plan Check Engineer
Scott Beery, PE
Plan Check Engineer
Randy Buck
Electrical Plan Review
i2 -
Beth Widmann
Office Administration
Kimberly Yarina
Office Administration
Diane McBride
Office Administration
Marisol Lopez Martinez
Office Administration
Scott F aizcltas S4 Associates, Inc.
SCOTT R. FAZEKAS, AIA, NCARB, CBO, LEED AP, CASp
President / Principle in Charge
REGISTRATIONS:
Licensed Architect,
California (C-19012)
Licensed Architect,
Nevada, Colorado
CERTIFICATIONS:
LEED Accredited
Professional
Certified Access
Specialist (CASp)
(DSA CASp-063)
Certified Building
Official, ICC (808505 -
CB)
Certified Plans
Examiner, ICC, CBC
(808505-K-6)
Certified Building
Inspector, ICC, CBC
(808505-K-1)
EDUCATION:
BS, Architecture,
California State
Polytechnic University
Supplementary
Structural Course
Work, California State
University Fullerton
PROFESSIONAL
AFFILIATIONS:
American Institute of
Architects (A!A)
International Code
Council (!CC)
California Building
Officials (CALBO)
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 50years of progressive experience working in and for building departments. Prior to starting SFA, he was employed by BSI Consultants, Inc. (currently Bureau Veritas) 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.
Mr. Fazekas has plan checked buildings which encompass the full spectrum of building types and occupancy groups and has served as building official for over twenty jurisdictions 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 37years in the private sector.
-13-
.Sacrtt Fazclrns associates, Inc,
GANESH M. RAO, SE
Plan Check Engineer
REGISTRATIONS:
Registered Structural
Engineer. California
(S4471)
Registered
Professional Engineer,
California (C52721)
CERTIFICATIONS:
Certified Plans
Examiner, !CC
(1136557-60)
EDUCATION:
MS, Civil Engineering,
Brigham Young
University, Utah
BS, CM! Engineering,
Bangalore University,
India
PROFESSIONAL.
AFFILIATIONS:
International Code
Council (!CC)
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 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 historic blimp hanger facilities.
Some of Mr. Rao's notable projects include two Amazon Fulfillment Facilities of 5 -story Type I construction; Education First private school campus with some historic building re -use and new on -campus housing for foreign students; the Ontario Event Center; numerous mixed -use mid -rise structures with parking, retail and housing complexes, many with snow loads in Mammoth Lakes; large-scale cannabis grow farms as well as processing facilities; a 45,000 sf residence in the desert with an airplane wing -like roof using finite element analysis in the design; the Great. Wolf Water Park & Resort in Garden Grove with a 10 -story hi -rise hotel; elderly care facilities; arnbulatory surgery centers; and the Tustin Blimp Hanger evaluation repair & re -use project.
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 for 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 a 400 -foot latticed tower.
-14-
Scoff razekas & Associates, Inc.
VICTOR A. PENERA, SE
Plan Check Engineer
REGISTRATIONS:
Registered Structural
Engineer, California
(S2083)
Registered
Professional Engineer,
California (C21629)
EDUCATION:
MS, Mechanical
Engineering,
University of Southern
California
BS, Mechanical
Engineering, California
State University, San
Diego
Supplementary
Structural Course
Work,
California State
University, Los
Angeles
PROFESSIONAL
AFFILIATIONS:
Structural Engineers
Association of
Southern California
(SEAOSC)
American Society of
Civil Engineers
(ASCE)
International Code
Council (ICC)
EXPERIENCE
Mr. Penera joined SFA in April 2000 as a member of its plan check engineering staff after completing 30 years of service with the City of Los Angeles.
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. Pcnera 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. -15-
.Scott Prizelms & Associates, iruc.
KAM CHITALIA, SE
Plan Check Engineer
REGISTRATIONS:
Structural Engineer,
California (S3661)
Civil Engineer,
California (C40594)
CERTIFICATIONS:
Certified Building
Ofcia1, ICC (858212)
Certified Plans
Examiner, ICC
(858212-06)
Certified Access
Specialist (CASp-959)
Building Official
Leadership Academy
(BOLA) Graduate
Certified Post -Disaster
Assessment Program
(SAP) Evaluator
Certified Post -Disaster
Assessment Program
(SAP) Coordinator
EDUCATION:
MS, Civil Engineering,
Clemson University,.
SC
BS, Civil Engineering,
Bombay University,
Bombay, India
PROFESSIONAL
AFFILIATIONS:
California Building
Officials (CALBO)
lntemationsl Code
Council, Orange
Empire Chapter (ICC)
Certified Access
Specialist Institute
(CAST)
EXPERIENCE
Mr. Chitalia is a Building Plan Check Engineer with Scott Fazekas & Associates, Inc. (SFA) where he provides comprehensive plan check services for all of SFA's client agencies. His reviews include checking for compliance with all state & local codes, ordinances, regulations and city -specific policies.
Mr. Chitalia's career began in 1984 where he worked in the private sector in structural design firms for 5-1/2 years where he designed multi -story buildings of steel, masonry, concrete and wood. In 1989, he began his career with the City of Irvine. His positions ranged from Associate Engineer to Senior Engineer to Principle Engineer, and he ultimately became the Chief Building Official/Manager of Building & Safety. During his 29 years of progressively responsible roles, he reviewed OSHPD projects for the State, complex multi -story structures including hi -rises, shopping centers, fire stations, condos, apartments, parking structures and churches. During a 9-yr. period as Principle, he supervised in-house staff that managed reviews of over $12 billion valuation. As Building Official, he interacted with local Fire (OCFA), Water District (IRWD), and County Health (OCHCA) and supervised over SO staff members.
Some of his defusing experience includes being a grader for the State of California Structural Engineer license exam which he did for approximately 10 years. In addition to grading exams, he was one of few Structural Engineers to be selected as a Standard Setting Judge which involved helping to update and develop the upcoming SE license exams for the State of California. This required re -taking the exam each time updating was done. He has also stayed active in local ICC Chapter code committees throughout his career.
-16-
Scott Fnscekns & Associates, Inc.
KYLE B. TONOKAWA, PE
Plan Check Engineer
REGISTRATIONS:
Registered Civil
Engineer, CA
(C43738)
CERTIFICATIONS:
Certified Access
Specialist (CASp)
(DSA CASp-0642)
EDUCATION:
BS, Civil Engineering,
California State
Polytechnic University
PROFESSIONAL
AFFILIATIONS:
Calbo - Post Disaster
Safely Assessment
Evaluator
California Office of
Emergency Services -
Essential Engineering
Duties
International Code
Council (ICC)
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 33 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.
Kyle has reviewed numerous mid and hi -rise structures in his career.
His reviews have included wrap -around mid -rise condos around parking structures, industrial complexes, hazardous material storage & processing, assembly buildings, private schools, churches, apartment complexes, offices, retail complexes & malls, essential services facilities, and oil refinery projects.
-17-
Scott Fazclrns & Associates, loc.
SCOTT D. BEERY, PE
Plan Check Engineer
REGISTRATIONS:
Licensed Professional
Civil Engineer,
California (C64287)
CERTIFICATIONS:
Certified Plans
Examiner, ICC, CBC
EDUCATION:
BS, Architectural
(Structural)
Engineering, California
Polytechnic University,
San Luis Obispo, CA
Associate of Science -
Fire Technology,
Santa Ana College,
Santa Ana, CA
PROFESSIONAL
AFFILIATIONS:
International Code
Council (ICC)
EXPERIENCE
Mr. Beery has over 17 years of municipal plan check experience and has worked in the private sector for over 13 years performing structural design. Be has been a plan check engineer with SFA since 2013.
As a plans examiner, he has reviewed and approved numerous projects including hazardous material facilities; cannabis extraction facilities with the use of propane/butane; an elevated fire apparatus platform; a hydrogen -fueling facility, laboratories; OSHPD 3 facilities; parking lifts; structures within snow regions; multi -level apartment buildings and hotels (including podium buildings), theaters, educational facilities, restaurants, gyms, night clubs, grocery stores; structures within wildland fire severity zones; gas stations; single family dwellings; tenant improvements; photovoltaic systems; gravity walls; and hillside buildings.
His engineering background includes single family dwellings, apartment buildings, CMU commercial buildings, DSA school projects, masonry seismic retrofits, fire reconstruction projects, retaining walls, mechanical equipment anchorage, and assisting with structural forensics. His design experience includes timber, steel, masonry and concrete structures.
Prior to Mr. Beery joining SFA in October 2013, he was an Associate Engineer with the County of San Diego Building Department for over two years. He then worked at the City of Anaheim Building Department as a Senior Plans Examiner and an Acting Plan Check Supervisor for over 7 years.
In addition, his plan check background also includes representing the Building Department in numerous pre -submittal meetings regarding large project projects to answer plan review questions from various design professionals. Examples include Disney's 2012 California Adventure renovation, Area Regional Transportation Intermodal Center (ARCTIC) a 130 -ft. tall truss dome with membranes and two 2 - story buildings within the dome, Kaiser Permanente, Eastside Christian Church, Extron Electronics, and the historical re -use of the Anaheim Packing House.
-18-
Scoff Fnzclns & Associates, Inc.
BRETT A. ARCHIBALD, PE
Plan Check Engineer
REGISTRATIONS:
Registered Civil
Engineer, California
(C69206)
CERTIFICATIONS:
Certified Plans
Examiner, ICC
(5114159-60)
Certified Mechanical
inspector, ICC
(5114159-41)
Build It Green
Certification, CA
Certified Access
Specialist (CASp)
(DSA CASp-122)
EDUCATION:
BS, Civil Engineering,
California State San
Diego, Structural
Emphasis in Course
Work
PROFESSIONAL
AFFILIATIONS:
international Code
Council (1CC)
Certified Access
Specialist Institute
(CAS!)
EXPERIENCE
Mr. Archibald is one of SFA's professional staff in our Irvine office.
He has 19 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 started internship with SFA during college summer breaks and immediately started full-time upon graduation in 2002. He has performed reviews of all construction types and occupancy groups during his tenure including new structures, additions and alterations.
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.
Mx. Archibald has taken the lead role of developing and updating SFA's Commercial & Residential Standard Correction Lists used by the entire plan check team. He has also been the key plan check engineer to follow all the T-24 energy updates and is the "go to" person for energy questions. As a CASp, he also maintains updated training as a CASI member.
Mr. Archibald is one of two key staff engineers that take the lead role in assisting our clients with implementing electronic plan reviews as well as doing data entries in the databases of our client's tracking system when needed. He has worked his entire 19-yr. career at SFA.
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.
-19-
Scott Fnzekns & ►%Nsucintes,
PETER K. TANG, PE
Plan Check Engineer
REGISTRATIONS:
Licensed Civil
Engineer, California
(C-59691)
EDUCATION:
BS, Engineering,
California State
Polytechnic University
EXPFRWFNCE
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-yr. 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; Ficcadcnti & Waggoner Structural Engineers in Irvine; and John A. Martin Structural Engineers in Los Angeles.
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.
In his engineering design years, 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; the Casa Gateway Condos in Pacific Palisades; and a seismic evaluation of 3 -story homes.
Through our contract with the city of Norwalk, Mr. Tang worked in- house at the city one day per week for almost 8 years. He worked with applicants to answer code questions and to resolve plan check issues for both his projects as well as those of other SFA plan reviewers. His personality allowed him to be a successful ambassador. Mr. Tang is one of two key engineers responsible for doing electronic data entry to client agencies and assisting others with computer entry protocols. -20-
.Suitt F wckn,i St ► ssociates, inc.
TEAM EXPERIENCE
GENERAL
SFA has performed over 200,000 plan reviews during the 25 years that we have provided plan check 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.
Some of the projects that all of our engineers have been involved in reviewing and are worth noting to illustrate a broad range of work are as follows:
•
.
.
•
•
.
•
.
New undergraduate dormitory 96,200k SF housing facility New mixed use 10 story residential and indoor water park with retail New Assisted living Facilities
New Ambulatory Surgery Centers and Multiple OSHPD 3's
Multiple residential buildings (apartments and condos) 3 to 5 stories with podium construction and parking below
Mixed use office, retail and housing facilities
Multiple Cannabis Buildings including agriculture, packaging, retail and extraction
Multi -story parking structures
OCSD Sheriff's facility remodel upgrading to Occupancy Category Code IV Multiple large warehouses
Multiple multi -story office buildings
Fire Stations
Municipal Event Centers
Private School Buildings
Large 5 story Distribution Hub Buildings 4 and 5 Story with multi -million sq.ft.
Areas
Three and Four Story mini -storage facilities
Multifamily and Multistory residential projects
Storage racks and large scale conveyor structures
Elderly Care and Child Care Facilities
Blimp Hangers at MCAS Tustin - Evaluation and Re -Use
-21-
ott Faztbna & Associates, Inc.
G. REFERENCES
SFA 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, CBO, Building Official
(626) 574-5420
Service: Flan Review since 5/1/1999
Agency: CITY OF CATHEDRAL CITY
Reference: Gil Estrada, CBO, Building Official
(760) 202-2426
Service: Plan Review since 4/1/2002
Agency: CITY OF COSTA MESA
Reference: Ziad Doudar, PE, CBO, Building Official
(714) 754-5604
Reference: Charles Chamoun, Chief Plans Examiner
(714) 754-5614
Services: Plan Review since 1996
Agency: CITY OF GARDEN GROVE
Reference: David Dent, CBO, Building Official
(714) 741-5343
Phil Nguyen, PE, Plan Check Manager
(714) 741-532$
Services: Plan Review since 2020
Agency: CITY OF IRVINE
Reference: Jessie Cardova, PE, CBO, Building Official
(949) 724-6371
Claudia Landeras-Sobiah, SE
(949) 724-6330
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 -22- Scott Mandrills & Associates, Inc.
Agency: CITY OF PARAMOUNT
Reference: John Carver, Community Development Director
(562) 220-2048 [email protected]
Johnnie Rightmer, Building Safety Manager
Service: Plan Review and Building Official since 2/2021 Agency: CITY OF SAN FERNANDO
Reference: Kanika Kith, Community Development Director
(818) 898-7316
Service: Plan Review since 1999, Building Official since 2017 Agency: CITY OF SANTA ANA
Reference: Jason Kwak, P.E., CBO, Building Official
(714) 647-5862 [email protected]
Service: Plan Review since 2005
Agency: CITY OF TUSTIN
Reference: Justina Willkom, Community Development Director (714) 573-3115
Mariam Madjlessi, P.E., CBO, CASp, Deputy Building Official (714) 573-3109 [email protected]
Service: Plan Review since 2/1998 & Building Official since 2012 Agency: CITY OF DESERT HOT SPRINGS
Reference: Erick Becerril, CBO, Community Development Director, Building Official (760) 329-6411 ext. 240 [email protected]
Service: Plan Review since 2018
Agency: CITY OF WHITTIER
Reference: Adam Tekunoff, CBO, Building Official
(562) 567-9320 [email protected]
Service: Plan Review since 2018
Agency: CITY OF VISTA
Reference: Nabil Chehade, P.E., CBO, Building Official
(760) 643-5392 [email protected]
Service: Plan Review since 2017
Other References are available upon request.
-23-
Scott Fasolulus & Associates, Inc.
L SCOPE OF SERVICES
The Scope of Review provided by SFA covers all the codes mandated for enforcement by the Building Department and are listed as follows:
• Perform architectural, structural, plumbing, mechanical and electrical plan check review for buildings and structures for compliance with applicable Federal and State laws, building and safety codes, City ordinances, and acceptable engineering practices. Type of proposed plan check work may include new construction (residential, commercial, or industrial), remodel, additions, green building, Accessibility.
• Perform traditional initial building plan check (first review) of submitted plans to determine compliance with City adopted 2022, as amended by the City, CaliforniaBuilding Code, California Plumbing Code, California Mechanical Code, California Electrical Code, California Energy Code, California Green Building Code, California Residential Code, California Historical Code and California Existing Building Code.
• Review for federal Flood Plain Regulations, Liquefaction Zone and Alquist-Priolo Zone requirements that may apply to each specific site being developed. The City will flag these conditions upon plan intake. • Review Soils Reports and verify implementation of their design parameters to the structural review of the buildings.
• Provide the applicant and the City with a written list of items needed for clarification or correction in order to achieve compliance with building requirements.
• Perform all necessary liaison services with the Building Official, or designee, either by mail, e-mail, telephone, or virtual capacity, or in the Consultant's main office to ensure compliance with local policy interpretations.
Perform building permit plan check services of plan revisions that have been previously submitted and/or have been previously approved for permit issuance.
Provide a Structural inventory for the project such as Use, Occupancy Type, Construction Type, Number of Stories, total floor area for each occupancy type, Fire Sprinkler requirements, etc.
• Perform reviews upon request by CASp certified.
• Supplemental Fire Reviews (If Required)
California Fire Code, 2022 Edition
J. COST PROPOSAL (Submitted under Separate Cover)
-24-
Scott Fazekas al Associates, , Inc.
K. CUSTOMER SERVICE PHILOSOPHY
SFA's customer service philosophy is twofold since we serve the City as our boss and we serve the applicants and the development community as our customers on behalf of the City. We serve the City by Tailoring our services to incorporate City interpretations, policies, philosophy and administrative practices to provide a professional, well documented, defensible and thorough code review service. We serve the applicants by providing the same professional services as expected by the City, however, some of the specific features which the customers expect are access to our staff for easy communication, clearly written corrections with code section. references, thorough corrections initially without new corrections upon recheck and timely services which always meet our deadlines. Our knowledgeable and professional staff treat each customer with respect and with the goal in mind of attaining their permits.
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.
M. PROFESSIONAL LIABILITY INSURANCE
SFA currently has all required insurance and certificates and are on file with the City as SFA is currently under contract with the City of Beaumont.
-25- Scott Frzekms & Associates, Inc.
COST PROPOSAL
FOR
BUILDING AND SAFETY PLAN CHECK SERVICES
City of Beaumont
March 23, 2023
Si?A
Scot Fszeltas & oc es, Inc.
I. oU �';IfLL'l1G'iS RS11 :i:1 Cti� Ittrf�.
k Building Safety for Government
March 23, 2023
City of Beaumont
c/o Grace Wichert
550 E. 6th Street
Beaumont, CA 92223
Subject: Cost Proposal for Building & Safety Plan Check Services Dear Ms. Wichert:
Scott Fazekas & Associates, Inc. is submitting the Cost Proposal separately as instructed in the Request for Proposal.
Thank you for the opportunity to submit this Cost Proposal to the City of Beaumont.
Sincerely,
Scott R. Fazekas, AIA, NCARB, CBO, LEED AP, CASp
President
2 Corporate Park, Suite 206, Irvine, CA 92606-5103 • 949/475-2901 • FAX 949/475-2560 • stairvine c@aoI,car n An Equal Opportunity Employer
COST PROPOSAL (Submitted Separately)
BUILDING PLAN REVIEW
SFA proposes to charge seventy percent (70%) of the City's Building Plan Check Fee. This is based on using the City's Chart of Building permit Fees Based on Valuation of Project and the most currently available Valuation Data Chart published by ICC. When valuation is not clear it shall be as determined by the Building Official. No additional charges would occur for rechecks until the 4th review unless the plans were deemed incomplete or were revised to the extent that the City would also be collecting additional fees. Such hourly charges would be based on a $120.00/hour rate.
Fire plan review if applicable, will be provided on an -hourly basis of $135/hour.
Additional related services required by the Building Official would be charged at an hourly rate which is mutually agreed upon in writing by both parties.
Scott ruzckns Assodntcs, Inc.
EXHIBIT "B"
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
SCOTFAZ-01
MCCOWANA
o
,4,4 c I1t n CERTIFICATE OF LIABILITY INSURANCE
��
DATE(MMIDDfYYYYI
5/15/2023
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER, IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy[ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and condttlons of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODucER License # 0E67768
IOA Insurance Services
437© La Jolla Village Drive
Suite 600
San Diego, CA 92122
C N pcT All Smith --
i Me, Ertl: (619) 788■5795 50206 I FAX do):(fi19) 574-6238 ,EautIEss, [email protected]
INSURERS) AFFORDING COVERAGE
NA1G 0
INSLRERA: RLI Insurance Company
_
13056
INSURED
Scott Fazekas & Associates
9 Corporate Park Drive
Irvine, CA 92606
INSURER S Continental Casualty Company
-
20443
INSURER C:
INSURER D: _
INSURER E :
INSURER F ;
COVERAGES
CERTIFICATE NUMBER:
REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED» NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLIC ES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
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POLICYEFF - POLICY EXP
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A
X
comaERCIAL GENERAL LIABILITY I
X
PSB00Q3Q27
61512023
EACH OCCURRENCE
5 1,000,000
CLAlrrts.MADE
X
OCCUR
61512024
DAMAGE TO RENTED
(En ocarffence5 $ 1,000,000
X
Cont Liab/Sev
of lnt
MED EXP (Any one r eon! $ 10,000
PERSONAL 5ADV INJURY $ 1,000,000
GEN'L
AGGREGATE LIMIT
POLICY ri
OTHER:
APPLIES PER:
LOC
GENERAL AGGREGATE $ 2,000,000
PRODUCTS - COMP/OP AOG $ 2,000,000
Ded
$ {}
A
AUTOMOBILE
X
X
ANY AUTO
OWNED
AUTOS ONLY
X
SCHEDULED
AUUT�OSSWNEp
. AUTOS ONLY
PSB0003027
6/5/2023
COMBINED SINGLE LIMIT
{Ea accident!
$ 1,000,000
5/5/2024
aODILY INJURY (Perperearil
$
BODILY INJURY IPerecddentl
$
PROPERTY a�dentDAMAGE
$
A
X
UMBRELLA LIAR I
EXCESS LIAR
X I OCCUR
CLAIMS -MADE
PSE0001119
_ _
615/2023
EACH OCCURRENCE
2,000,000
-
6/5/2024
AGGREGATE
2,000,000
DEC X 9 RETENTION $ 0
$
A
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANYPROPRIETORIPARTNERWEXECUT IE Y�
nll
a ata n N j EXCLUDED?
Wg�ERir.re t
II yes, descrbe under
DESCRIPTION OF OPERATIONS below
NIA
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FSVV0609945
6/5/2023
X ! PER,TUTE I I FOR
6/5/2024
E L EACH ACCIDENT
1,000,000
;
E.L. DISEASE- EA EMPLOYEE
$ 1,000,000
E.L. DISEASE - POLICY UMn
1,000,000
B
B
Professional Liab.
Ded.: $20k Per Claim
MCH288352513
MCH288352513
6/5/2023
6/5/2023
6/5/2024
61512024
Per Claim
Aggregate
2,000,000
2,000,000
DESCRIPTION OF OPERATIONS 1 LOCATIONS 1 VEHICLES (ACORD 101, AddItionalRemarks Stectule, may' he attached If more space is required) Re: All Operations
City of Beaumont is Additional Insured with respect to General Liability per the attached endorsement as required by written contract. Insurance is Primary and Non -Contributory. Waiver of Subrogation applies to General Liability and Workers' Compensation. 30 Days Notice of Cancellation with 10 Days Notice for Non -Payment of Premium in accordance with the policy provisions.
CERTIFICATE HOLDER
CANCELLATION
City of Beaumont
550 E. 6th Street
Beaumont. CA 92223
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
O 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
Named Insured: Scott Fazekas & Associates, Inc.
policy Number: PS60003027
RLi Insurance Company
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
RLIPack FOR DESIGN PROFESSIONALS
BLANKET ADDITIONAL INSURED ENDORSEMENT
This endorsement modifies insurance provided under the fol€owing:
BUSINESSCIWNERS COVERAGE FORM - SECTION II — LIABILITY
1. C. WHO IS AN INSURED is amended to include as
an additional insured any person or organization that
you agree in a contract or agreement requiring
insurance to include as an additional insured on this
policy, but only with respect to liability for "bodily
injury", "property damage" or "personal and
advertising injury" caused in whole or in part by you
or those acting on your behalf;
a. In the performance of your ongoing operations;
b. in connection with premises owned by or rented
to you; or
c. In connection with "your work" and included
within the product -completed operations
hazard".
2. The insurance provided to the addtional insured by
this endorsement is limited as follows:
a. This insurance does not apply on any basis to
any person or organization for which coverage
as an additional insured specifically is added by
another endorsement to this policy_
b. This insurance does not apply to the rendering
of or failure to render any "professions€
services".
c. This endorsement does not increase any of the
limits of insurance staled in D. Liability And
Medical Expenses Limits of insurance.
3. The Following is added to SECTION III H.2. Other
Insurance — COMMON POLICY CONDITIONS
(BUT APPLICABLE ONLY TO SECTION II —
LIABILITY)
However, if you specifically agree in a contract or
agreement that the insurance provided to an
FPS 304 0610
additional insured under this policy must apply on a
primary basis, or a primary and non-contributory
basis, this insurance is primary to other insurance
that is available to such additional insured which
covers such additional insured as a named insured,
and we will not share with that other insurance,
provided that
a. The "bodily injury„ or "property damage" for
which coverage is sought occurs after you have
entered into that contract or agreement; or
b. The 'personal and advertising injury" for which
coverage is sought arises out of an offense
committed after you have entered into that
contract or agreement.
4. The following is added to SECTION III K. 2.
Transfer of Rights of Recovery Against Others to
Us — COMMON POLICY CONDITIONS (BUT
APPLICABLE TO ONLY TO SECTION II —
LIABILITY)
We waive any rights of recovery we may have
against any person or organization because of
payments we make for "bodily injury", "property
damage" or "personal and advertising injury" arising
out of 'your work" performed by you, or on your
behalf, under a contract or agreement with that
person or organization. We waive these rights only
where you have agreed to do so as part of a
contract or agreement with such person or
organization entered into by you before the "bodily
injury" or "property damage" occurs, or the "personal
and advertising injury" offense is committed
op
ALL OTHER TERMS AND CONDITIONS OF THIS POLICY REMAIN UNCHANGED.
Named Insured: Scott Fazekas & Associates, Inc. Policy Number: PSW0001945 WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY WQ Q4 03 06 (Ed. 04-84)
WAIVER OF OUR F OGIHT TO RECOVER FROM OTHERS ENDORSEMENT —CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right a gainst•the•person or. organization named in the Schedule. (Thisagreement applies only to the extent:that you perform work under a written contract that requires you to obtain this agreement ftorn us.) You must maintain payroll re~ords.accuratefy segregating,the remuneration of your employees whileengaged in the work described in the Schedule.,
The additional prsmiuni for this endorsement shall be % of the California workers' compensation. premium otherwiee due on•suhh remuneration,
Schedule
Person or-gOrganrzation
All persons or organizations that ale party to a contract that requires you to obtain this.agreerhent, provided you
executed the contract before the loss
Job Description
Jobs performed for an person or organization
thatyou have agreed with in a written'contract
to provide this agreement
BEAUMONT
- C A L I F O N N I A --
CONTRACT FOR MAYOR'S SIGNATURE
Date: 05123/2023
Contractor:
Scott Fazekas & Associates
Quote(s):
n
Other (Specify):
Informal Bid: Formal Bid: I-1
Approved By City Council: n
Yes N/A
Attachments included:
0 Proposal
n COI (if applicable)
Date Approved: 05116/2023
Notes/ Comments:
On -call Building & Safety Plan Check Services
RFP posted, 02/23/2023, closed 03/23/2023
Return to:
Grace
AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR
THIS AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR is made and effective as of the 16th day of May, 2023, by and between the CITY OF BEAUMONT ("CITY") whose address is 550 E. 6th Street, Beaumont, California 92223 and WILLDAN ENGINEERING, whose address is 650 E. Hospitality Lane, Suite 400, San Bernardino, CA 92408 ("CONTRACTOR").
RECITALS
This Agreement is entered into on the basis of the following facts, understandings and intentions of the parties to this Agreement:
A. CITY desires to engage CONTRACTOR to provide professional services for Building and Safety Plan Check Services; and
B. CONTRACTOR has made a proposal ("Proposal") to the CITY to provide such professional services, which Proposal is attached hereto as Exhibit "A" and incorporated herein by this reference; and
C. CONTRACTOR agrees to provide such services pursuant to, and in accordance with, the terms and conditions of this Agreement, and represents and warrants to CITY that CONTRACTOR possesses the necessary skills, licenses, certifications, qualifications, personnel and equipment to provide such services.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing Recitals and mutual covenants contained herein, CITY and CONTRACTOR agree as follows:
Term of Agreement. This Agreement is effective as of the date first above written and shall continue until terminated as provided for herein. Notwithstanding anything in this Agreement to the contrary, this Agreement shall automatically terminate after three (3) year(s) unless extended by the parties with the approval of the City Council of the CITY.
2. Services to be Performed. CONTRACTOR agrees to provide the services ("Services") as follows: Building and Safety Plan Check Services per Exhibit "A". Services are to be performed on a non-exclusive, indefinite quantity basis, as requested by City. City shall have no obligation to secure any specified amount of Services from CONTRACTOR. All Services shall be performed in the manner and according to the timeframe set forth in the Proposal.
CONTRACTOR designates Mr. Patrick Johnson as CONTRACTOR'S professional(s) responsible for overseeing the Services provided by CONTRACTOR.
3. Associates and Subcontractors. CONTRACTOR may, at CONTRACTOR's sole cost and expense, employ such competent and qualified independent associates, subcontractors and consultants as CONTRACTOR deems necessary to perform the Services; provided, however, that CONTRACTOR shall not subcontract any of the Services without the written consent of CITY.
1
4. Compensation.
4.01 CITY shall pay CONTRACTOR for services performed in accordance with compensation rates set forth in Exhibit A, Proposal. CONTRACTOR shall not increase any rate without the prior written consent of the CITY.
4.02 CONTRACTOR shall not be compensated for any Services rendered nor reimbursed for any expenses incurred in excess of those authorized unless approved in advance by the CITY, in writing.
4.03 CONTRACTOR shall submit to CITY, on or before the fifteenth (15th) of each month, itemized invoices for the Services rendered in the previous month. The CITY shall not be obligated to pay any invoice that is submitted more than sixty (60) days after the due date of such invoice. CITY shall have the right to review and audit all invoices prior to or after payment to CONTRACTOR. This review and audit may include, but not be limited to CITY's:
a. Determination that any hourly fee charged is consistent with this Agreement's approved hourly rate schedule;
b. Determination that the multiplication of the hours billed times the approved rate schedule dollars is correct;
c. Determination that each item charged is the usual, customary, and reasonable charge for the particular item. If CITY determines an item charged is greater than usual, customary, or reasonable, or is duplicative, ambiguous, excessive, or inappropriate, CITY shall either return the bill to CONTRACTOR with a request for explanation or adjust the payment accordingly, and give notice to CONTRACTOR of the adjustment.
4.44 If the work is satisfactorily completed, CITY shall pay such invoice within thirty (30) days of its receipt. Should CITY dispute any portion of any invoice, CITY shall pay the undisputed portion within the time stated above, and at the same time advise CONTRACTOR in writing of the disputed portion.
5. Obligations of CONTRACTOR.
5.01 CONTRACTOR agrees to perform all Services in accordance with the terms and conditions of this Agreement and the Proposal. In the event that the terms of the Proposal shall conflict with the terms of this Agreement, or contain additional terms that purport to bind the CITY other than the Services to be rendered and the price for the Services, the terms of this Agreement shall govern and said additional or conflicting terms shall be of no force or effect.
5.02 Except as otherwise agreed by the parties, CONTRACTOR will supply all personnel, materials and equipment required to perform the Services. CONTRACTOR shall provide its own offices, telephones, vehicles and computers and set its own work 2
hours. CONTRACTOR will determine the method, details, and means of performing the Services under this Agreement.
5.03 CONTRACTOR shall keep CITY informed as to the progress of the Services by means of regular and frequent consultations. Additionally, when requested by CITY, CONTRACTOR shall prepare written status reports.
5.04 CONTRACTOR is responsible for paying, when due, all income and other taxes, fees and withholding, including withholding state and federal taxes, social security, unemployment and worker's compensation, incurred as a result of the compensation paid under this Agreement. CONTRACTOR agrees to indemnify, defend and hold harmless CITY for any claims, costs, losses, fees, penalties, interest, or damages suffered by CITY resulting from CONTRACTOR's failure to comply with this provision.
5.05 In the event CONTRACTOR is required to prepare plans, drawings, specifications and/or estimates, the same shall be furnished in conformance with local, state and federal laws, rules and regulations.
5.0E CONTRACTOR represents that it possesses all required licenses necessary or applicable to the performance of Services under this Agreement and the Proposal and shall obtain and keep in full force and effect all permits and approvals required to perform the Services herein. In the event CITY is required to obtain an approval or permit from another governmental entity, CONTRACTOR shall provide all necessary supporting documents to be filed with such entity.
5.07 CONTRACTOR shall be solely responsible for obtaining Employment Eligibility Verification information from CONTRACTOR's employees, in compliance with the Immigration Reform and Control Act of 1986, Pub. L. 99-603 (8 U.S.C. 1324a), and shall ensure that CONTRACTOR's employees are eligible to work in the United States.
5.08 In the event that CONTRACTOR employs, contracts with, or otherwise utilizes any Ca1PERS retirees in completing any of the Services performed hereunder, such instances shall be disclosed in advance to the CITY and shall be subject to the CITY's advance written approval.
5.09 Drug -free Workplace Certification. By signing this Agreement, the CONTRACTOR hereby certifies under penalty of perjury under the laws of the State of California that the CONTRACTOR will comply with the requirements of the Drug -Free Workplace Act of 1990 (Government Code, Section 8350 et seq.) and will provide a drug - free workplace.
5.10 CONTRACTOR shall comply with all applicable local, state and federal laws, rules, regulations, entitlements and/or permits applicable to, or governing the Services authorized hereunder.
6. Insurance. CONTRACTOR hereby agrees to be solely responsible for the health and safety of its employees and agents in performing the Services under this Agreement and shall 3
comply with all laws applicable to worker safety including but not limited to Cal -OSHA.
Therefore, throughout the duration of this Agreement, CONTRACTOR hereby covenants and agrees to maintain insurance in conformance with the requirements set forth below. Attached hereto as Exhibit "B" are copies of Certificates of Insurance and endorsements as required by Section 7.02. If existing coverage does not meet the requirements set forth herein, CONTRACTOR agrees to amend, supplement or endorse the existing coverage to do so.
CONTRACTOR shall provide the following types and amounts of insurance:
6.01 Commercial general liability insurance in an amount of not less than $1,000,000 per occurrence and $2,000,000 in the aggregate; CONTRACTOR agrees to have its insurer endorse the general liability coverage required herein to include as additional insured's CITY, its officials, employees and agents. CONTRACTOR also agrees to require all contractors and subcontractors to provide the same coverage required under this Section 6.
6.02 Business Auto Coverage in an amount no less than $1 million per accident, If CONTRACTOR or CONTRACTOR's employees will use personal autos in performance of the Services hereunder, CONTRACTOR shall provide evidence of personal auto liability coverage for each such person.
6.03 Workers' Compensation coverage for any of CONTRACTOR's employees that will be providing any Services hereunder. CONTRACTOR will have a state -approved policy form providing statutory benefits as required by California law. The provisions of any workers' compensation will not limit the obligations of CONTRACTOR under this Agreement. CONTRACTOR expressly agrees not to use any statutory immunity defenses under such laws with respect to CITY, its employees, officials and agents.
6.04 Optional Insurance Coverage. Choose and check one: Required X /Not Required ; Errors and omissions insurance in a minimum amount of $2 million per occurrence to cover any negligent acts or omissions committed by CONTRACTOR, its employees and/or agents in the performance of any Services for CITY.
7. General Conditions pertaining to Insurance Coverage
7.01 No liability insurance coverage provided shall prohibit CONTRACTOR from waiving the right of subrogation prior to a loss. CONTRACTOR waives all rights of subrogation against CITY regardless of the applicability of insurance proceeds and shall require all contractors and subcontractors to do likewise.
7.02. Prior to beginning the Services under this Agreement, CONTRACTOR shall furnish CITY with certificates of insurance, endorsements, and upon request, complete copies of all policies, including complete copies of all endorsements. All copies of policies and endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf.
7.03. All required policies shall be issued by a highly rated insurer with a minimum A.M. Best rating of "A:VII"). The insurer(s) shall be admitted and licensed to do business in California. The certificates of insurance hereunder shall state that coverage shall not be 4
suspended, voided, canceled by either party, or reduced in coverage or in limits, except after thirty (30) days' prior written notice has been given to CITY.
7.04 Self-insurance does not comply with these insurance specifications.
CONTRACTOR acknowledges and agrees that that all insurance coverage required to be provided by CONTRACTOR or any subcontractor, shall apply first and on a primary, non- contributing basis in relation to any other insurance, indemnity or self-insurance available to CITY.
7.05 All coverage types and limits required are subject to approval, modification and additional requirements by CITY, as the need arises. CONTRACTOR shall not make any reductions in scope of coverage (e.g. elimination of contractual liability or reduction of discovery period) that may affect CITY's protection without CITY's prior written consent.
7.06 CONTRACTOR agrees to provide immediate notice to CITY of any claim or loss against CONTRACTOR or arising out of the Services performed under this Agreement. CITY assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve CITY.
8. Indemnification.
8.01 CONTRACTOR and CITY agree that CITY, its employees, agents and officials should, to the extent permitted by law, be fully protected from any loss, injury, damage, claim, lawsuit, cost, expense, attorneys' fees, litigation costs, defense costs, court costs or any other costs arising out of or in any way related to the performance of this Agreement by CONTRACTOR or any subcontractor or agent of either as set forth herein.
Accordingly, the provisions of this indemnity are intended by the parties to be interpreted and construed to provide the fullest protection possible under the law to CITY.
CONTRACTOR acknowledges that CITY would not enter into this Agreement in the absence of the commitment of CONTRACTOR to indemnify and protect CITY as set forth herein.
a. To the fullest extent permitted by law, CONTRACTOR shall defend, indemnify and hold harmless CITY, its employees, agents and officials, from any liability, claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses, damages or costs of any kind, whether actual, alleged or threatened, actual attorneys' fees incurred by CITY, court costs, interest, defense costs, including expert witness fees and any other costs or expenses of any kind whatsoever without restriction or limitation incurred in relation to, as a consequence of or arising out of, or m any way attributable actually, allegedly or impliedly, in whole or in part to the performance of this Agreement.
CONTRACTOR's obligation to defend, indemnify and hold harmless shall include any and all claims, suits and proceedings in which CONTRACTOR (and/or CONTRACTOR's agents and/or employees) is alleged to be an employee of CITY.
All obligations under this provision are to be paid by CONTRACTOR as they are incurred by CITY.
5
b. Without affecting the rights of CITY under any provision of this Agreement or this Section, CONTRACTOR shall not be required to indemnify and hold harmless CITY as set forth above for liability attributable solely to the fault of CITY, provided such fault is determined by agreement between the parties or the findings of a court of competent jurisdiction.
8A. Indemnification Design Professionals.
8A.01 In the event that CONTRACTOR is a design professional under California Civil Code Section 2782.8 this Section 8A shall apply instead of Section 8. To the fullest extent permitted by California law and in accordance with California Civil Code section 2782.8, CONTRACTOR shall indemnify, and hold harmless the City, its officers, employees, trustees and members ("Indemnified Parties") from any and all actions, assessments, counts, citations, claims, costs, damages, demands, judgments, liabilities (legal, administrative or otherwise), losses, notices, expenses, fines, penalties, proceedings, responsibilities, violations, attorney's and consultants' fees and causes of action including, but not limited to those for, injury to property or persons, including personal injury and/or death ("Claim(s)"), to the extent that the Claim(s) arises out of, pertains to, or relates to the negligence, recklessness, or willful misconduct of CONTRACTOR, its directors, officials, officers, employees and consultants arising out of, connected with, or resulting from the performance of the Services, the Project, or this Agreement. This indemnity excludes liability caused by the negligence or willful misconduct of any of the Indemnified Parties.
The cost to indemnify, hold harmless, and defend charged to CONTRACTOR shall not exceed CONTRACTOR'S proportionate percentage of fault.
9. Additional Services, Changes and Deletions.
9.01 In the event CONTRACTOR performs additional or different services than those described herein without the prior written approval of the City Manager and/or City Council of CITY, CONTRACTOR shall not be compensated for such services.
CONTRACTOR expressly waives any right to be compensated for services and materials not covered by the scope of this Agreement or authorized by the CITY in writing.
9.02 CONTRACTOR shall promptly advise the City Manager and Finance Director of CITY as soon as reasonably practicable upon gaining knowledge of a condition, event or accumulation of events which may affect the scope and/or cost of Set -vices. All proposed changes, modifications, deletions and/or requests for additional services shall be reduced to writing for review and approval by the CITY and/or City Council.
10. Termination of Agreement.
10.01 Notwithstanding any other provision of this Agreement, CITY, at its sole option, may terminate this Agreement with or without cause, or for no cause, at any time by giving twenty (20) days' written notice to CONTRACTOR.
10.02 In the event of termination, the payment of monies due CONTRACTOR for undisputed Services performed prior to the effective date of such termination shall be paid within thirty (30) business days after receipt of an invoice as provided in this Agreement. 6
Immediately upon termination, CONTRACTOR agrees to promptly provide and deliver to CITY all original documents, reports, studies, plans, specifications and the like which are in the possession or control of CONTRACTOR and pertain to CITY.
11. Status of CONTRACTOR.
11.41 CONTRACTOR shall perform the Services in CONTRACTOR's own way as an independent contractor, and in pursuit of CONTRACTOR'S independent calling, and not as an employee of CITY. However, CONTRACTOR shall regularly confer with CITY's City Manager as provided for in this Agreement.
11.02 CONTRACTOR agrees that it is not entitled to the rights and benefits afforded to CITY's employees, including disability or unemployment insurance, workers' compensation, retirement, CaIPERS, medical insurance, sick leave, or any other employment benefit. CONTRACTOR is responsible for providing, at its own expense, disability, unemployment, workers' compensation and other insurance, training, permits, and licenses for itself and its employees and subcontractors.
11.03 CONTRACTOR hereby specifically represents and warrants to CITY that. it possesses the qualifications and skills necessary to perform the Services under this Agreement in a competent, professional manner, without the advice or direction of CITY and that the Services to be rendered pursuant to this Agreement shall be performed in accordance with the standards customarily applicable to an experienced and competent professional rendering the same or similar services in the same geographic area where the CITY is located. Further, CONTRACTOR represents and warrants that the individual signing this Agreement on behalf of CONTRACTOR has the full authority to bind CONTRACTOR to this Agreement.
12. Ownership of Documents: Audit.
12.01 All draft and final reports, plans, drawings, studies, maps, photographs, specifications, data, notes, manuals, warranties and all other documents of any kind or nature prepared, developed or obtained by CONTRACTOR in connection with the performance of Services performed for the CITY shall become the sole property of CITY, and CONTRACTOR shall promptly deliver all such materials to CITY upon request. At the CITY's sole discretion, CONTRACTOR may be permitted to retain original documents, and furnish reproductions to CITY upon request, at no cost to CITY.
12.02 Subject to applicable federal and state laws, rules and regulations, CITY shall hold all intellectual property rights to any materials developed pursuant to this Agreement. CONTRACTOR shall not such use data or documents for purposes other than the performance of this Agreement, nor shall CONTRACTOR release, reproduce, distribute, publish, adapt for future use or any other purposes, or otherwise use, any data or other materials first produced in the performance of this Agreement, nor authorize others to do so, without the prior written consent of CITY.
12.03 CONTRACTOR shall retain and maintain, for a period not less than four years following termination of this Agreement, all-time records, accounting records and vouchers and all other records with respect to all matters concerning Services performed, 7
compensation paid and expenses reimbursed. At any time during normal business hours and as often as CITY may deem necessary, CONTRACTOR shall make available to CITY's agents for examination all of such records and shall permit CITY's agents to audit, examine and reproduce such records.
13. Miscellaneous Provisions.
13.01 This Agreement, which includes all attached exhibits, supersedes any and all previous agreements, either oral or written., between the parties hereto with respect to the rendering of Services by CONTRACTOR for CITY and contains all of the covenants and agreements between the parties with respect to the rendering of such Services in any manner whatsoever. Any modification of this Agreement will be effective only if it is in writing signed by both parties.
13.02 CONTRACTOR shall not assign or otherwise transfer any rights or interest in this Agreement without the prior written consent of CITY. Unless specifically stated to the contrary in any written consent to an assignment, no assignment will release or discharge the assignor from any duty or responsibility under this Agreement.
13.03 CONTRACTOR shall timely file FPPC Form 700 Conflict of Interest Statements with CITY if required. by California law and/or the CITY's conflict of interest policy.
13.04 If any legal action or proceeding, including an action for declaratory relief, is brought to enforce or interpret the provisions of this Agreement, the prevailing party will be entitled to reasonable attorneys' fees and costs, in addition to any other relief to which that party may be entitled.
13.05 This Agreement is made, entered into and shall be performed in the County of Riverside in the State of California and shall in all respects be interpreted, enforced and governed under the laws of the State of California. The parties agree that venue in any litigation between them shall be in Riverside County, California.
13.06 CONTRACTOR covenants that neither it nor any officer or principal of its firm has any interest, nor shall they acquire any interest, either directly or indirectly, which will conflict in any manner or degree with the performance of their Services hereunder.
CONTRACTOR further covenants that in the performance of this Agreement, no person having such interest shall be employed by it as an officer, employee, agent, or subcontractor.
13.07 CONTRACTOR has read and is aware of the provisions of Section 1 090 et seq. and Section 87100 et seq. of the Government Code relating to conflicts of interest of public officers and employees. CONTRACTOR agrees that they are unaware of any financial or economic interest of any public officer or employee of the CITY relating to this Agreement. It is further understood and agreed that if such a financial interest does exist at the inception of this Agreement, the CITY may immediately terminate this Agreement by giving notice thereof. CONTRACTOR shall comply with the requirements of Government Code section 87100 et seq. and section 1090 in the performance of and 8
during the term of this Agreement.
13.08 Improper Consideration. CONTRACTOR shall not offer (either directly or through an intermediary) any improper consideration such as, but not limited to, cash, discounts, services, the provision of travel or entertainment, or any items of value to any officer, employee or agent of the CITY in an attempt to secure favorable treatment regarding this Agreement or any contract awarded by CITY. The CITY, by notice, may immediately terminate this Agreement if it determines that any improper consideration as described in the preceding sentence was offered to any officer, employee or agent of the CITY with respect to the proposal and award process of this Agreement or any CITY contract. This prohibition shall apply to any amendment, extension or evaluation process once this Agreement or any CITY contract has been awarded. CONTRACTOR shall immediately report any attempt by any CITY officer, employee or agent to solicit (either directly or through an intermediary) improper consideration from CONTRACTOR.
13.09 Severability. If any portion of this Agreement is declared invalid, illegal or otherwise unenforceable by a court of competent jurisdiction, the entire balance of this Agreement not so affected shall remain in full force and effect.
IN WITNESS WHEREOF, the parties hereby have made and executed this Agreement to be effective as of the day and year first above written.
CITY:
CITY OF B ONT
By:
or
III
CONTRACTOR:
WILLDAN ENGINEERING
Print Name: Pot " . C! rJY v ttn5'./!
Title: r ecic..r -aradAy 4At) 6 /
9
City of Beaumont Agreement#
C23-48
EXHIBIT "A"
PROPOSAL
City of Beaumont
Proposal
Building and Safety Plan Check
Services
March 23, 2023
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WWILLDAN
Cover Letter
March 23, 2023
City of Beaumont
Attn: Grace Wichert
550 E 6th Street
Beaumont, CA 92223
Subject: Building and Safety Plan Check Services
Dear Ms. Wichert:
Willdan Engineering is pleased to present this proposal to the City of Beaumont to provide plan check services. Willdan has been a consistent industry leader for more than 59 years providing all aspects of municipal and infrastructure engineering, including building and safety, public works, public financing, planning, and construction management services.
Whiffle our exceptional services are presented in this response, listed below are reasons why Willdan is uniquely qualified to provide these services to the City of Beaumont. • Demonstrated Competence — Willdan Engineering presently provides building and safety services to a vast number of jurisdictions throughout California. In this capacity, we provide a full range of services including Building Official services, building and safety plan review, permit issuance, inspection, and code enforcement. Willdan has been providing Building and Safety services to the City since 2012 and currently provides building inspection services to the City. We provided plan check services to the City in the past. We are familiar with the area and the expectation for quality customer service to the community and residents. • Proximity to City Hall — Willdan's team will be managed and coordinated through our Local San Bernardino office, approximately 20 miles from the City's office — making Willdan conveniently located and responsive to the City's requests.
• Electronic Plan Review — Willdan Engineering offers electronic plan review which reduces foot traffic at City Hall and significantly expedites review as well as reduces shipping and printing costs for the applicant while promoting a paperless environment at no additional cost to the City or permit applicants.
• CASp Certified Inspectors and Plans Examiners — Willdan Engineering can provide CASp certified specialists to the City, as required by Senate Bill No. 1608, specifically CHAPTER 549. • Quick Turnaround Times. Willdan has a reputation of providing quality and accurate plan review in a timely manner. We understand that time is of critical importance to the City and to the development community. We are dedicated to meeting normal and "expedited" turnaround deadlines.
• Customer Service — Our approach to user-friendly customer service specifically results in reduced number of plan review rechecks and has allowed us to meet the required plan check turnaround time standards of the City.
909.386.0200 1800.7B9.7517 I fax: 909.888.5107 II rjs®tgitpjL4 ite 400, San Bernardino, GA 92408 I www.willdan.cam
Page Two
March 23, 2023
Mr. Patrick Johnson, PE, CBO, Director of Building and Safety, is authorized to contractually bind Willdan and will serve as Principal -In -Charge and Project Manager overseeing all day-to-day services provided to the City and can be reached as shown below:
Mr. Patrick Johnson, PE, CBo
Director of Building and Safety
Willdan Engineering
650 E. Hospitality Lane, Suite 400
San Bernardino, CA 92408
(909) 915-4361
[email protected]
As demonstrated in our proposal, ourteam possesses the skill and experience required to address the City's needs. We look forward to continuing to provide services to the City of Beaumont and its community.
Respectfully submitted,
WILLDAN ENGINEERING
Patrick Johnson, PE, CB©
Director of Building and Safety
COMPREHENSIVE.
INNOVATIVE.
TRUSTED.
CITY OF BEAUMONT
Building & Safety Plan Check Services
Table of Contents
Introduction/Information 1
Approach 2
Firm Profile 3
Location 4
Proposed Team 5
References 8
Scope of Services 12
14 Additional Information
Appendix
• Resumes
COMPREHENSIVE.
INNOVATIVF,
TRUSTER.
CITY OF BEAUMONT
Building & Safety Plan Check Services
Introduction/Information
It is our understanding that the City of Beaumont is seeking support to assist with as -needed plan review services. In addition, Willdan employs qualified staff to provide inspection and permit technician services on an as -needed basis.
When it comes to serving the residents of the City of Beaumont community, Willdan sees our role as that of facilitator and guide, helping the City's customers in getting through the review, permitting, and inspection process, rather than leaving the applicant in a bind in obtaining or signing off permits, while ensuring development complies with building codes and City standards. We understand that the process of complying with the various codes, standards, regulations and laws can be a formidable and daunting undertaking for even the most seasoned design or construction professional. Furthermore, an understanding of the complexity associated with processing private development applications and the sometimes -competing interests is essential to exceptional customer service. Competing interests include, but are not limited to, creating a sense of place, achieving economic development objectives, ease of maintenance, and assuring the City will be as satisfied with the infrastructure on day one as 20 years from "day one." Common sense decision making and technical analysis in interpreting the intent of regulatory guidelines are significant strengths W illdan staff brings to the City.
Local Office/Contact information:
Mr. Patrick. Johnson, PE, CBO
Director of Building and Safety
WiFFlldan Engineering
650 E. Hospitality Lane, Suite 400
San Bernardino, CA 92408
(909) 915-4361
[email protected]
No subcontractors will be employed for these services to the City.
WCCMPREIVE
INNOVATIVF.
TRUSTED.
CITY OF BEAUMONT
Building & Safety Plan Check Services
Approach
BUILDING AND SAFETY SERVICES
Willdan's experience and strength in building and safety encompasses the complete range of technical disciplines, including permit issuance, building inspection, grading inspection, accessibility inspection, CASp services, OSHPD III plan check and inspection, flood zone experience, building plan review, fire -life safety, building official services, code enforcement, and emergency safety assessment expertise. The inspection and plan review staff maintain current certifications and attend training on a regular basis, to stay current with industry technologies and standards. Specific certifications and education are delineated in staff resumes herein.
Our local full -service office is conveniently located approximately 20 miles from City Hall. Plan review staff will be available to meet with customers either at City Hall or at the Willdan office. Staff will also be available by phone and email to discuss specific plan review comments with City staff, applicants, and developers as necessary.
QUALITY CONTROL
Willdan's electronic plan review portal also serves as a tracking system for all plan review, whether electronic or via hard copy. All plans are logged into the system, assigned to a plans examiner and given a due date.
At the log in phase, the Willdan turnaround time, as per the contract, is noted and becomes a control point for the plan. The control point is established for any recheck turnaround times as well.
Turnaround times are monitored daily.
Plan check office supervisors periodically review plan check corrections for accuracy and thoroughness.
Our plan review staff strives to minimize the number of reviews by meeting with City staff, applicants, developers, etc., to resolve code issues in an effort to move the project along. Reviews past a third check are evaluated by the supervisor as a control point.
Our proven approach is based on years of experience and incorporates features enhancing the efficiency and quality of the following services:
Building and Safety Services
• Building & Safety Inspection
■ Grading and Right -of -Way
Inspection
• Plan Check
■ Permit Technician
■ Construction Management
• Code Enforcement
• Building Official
■ CASp Services
• Disaster Recovery Services
• Development Permitting
Process
Building Official Services
it
l6
Building Plan Review Services Ele
WCCMPREIVE
INNOVATIVF.
TRUSTED.
CITY OF BEAUMO
Building & Safety Plan Check Services
Firm Profile
Willdan, founded in 1964, is a leading nationwide provider of professional consulting and technical services. The primary markets Willdan serves are: electric energy consulting; infrastructure planning and engineering; and economic and financial consulting. The company serves these three complementary markets through its divisions —engineering services (Willdan Engineering), energy efficiency services (Willdan Energy Solutions), and public finance services (Willdan Financial Services. Willdan has a reputation for delivering high -quality projects on time and within budget. Rooted in Willdan's corporate culture is its focus on quality customer service. The company has more than 1,500 employees, including licensed engineers, program and construction managers, financial analysts, planners, and other skilled professionals. Willdan benefits from well -established relationships with local and state government agencies, investor -owned and municipal utilities, and ;private sector commercial and industrial firms throughout the United States.
Today, Willdan's employees operate out of multiple offices located nationwide. We have supported implementation of community visions through engineering, construction management, inspection, planning, building safety, and staff augmentation services. Willdan has completed various types of projects for over 90 percent of the cities and counties in California.
Willdan Engineering (Willdan), a California Corporation founded in 1964, is part of Willdan Group, Inc. (WGI), a NASDAQ publicly traded Delaware Corporation and nationwide firm serving numerous public agencies and private sector clients. Headquartered at 2401 E Katella Avenue, Anaheim, California, 92806, Willdan was originally established as a civil engineering firm specializing in providing solutions for public agency clients. Since that time, we have evolved into a professional consulting firm offering a broad array of services that allows us to provide a comprehensive and integrated approach to our clients' planning, engineering, financial, •Redding economic, public facility, public safety, and energy sustainability solutions.
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Throughout our 59 -year history, Willdan has sustained
consistently healthy financial performance. Willdan has the financial strength and wherewithal to complete all projects we undertake. This is due, in part, to a respected reputation in the municipal engineering industry for providing timely, cost effective, innovative engineering solutions that exceed our client's expectations and for providing exceptional customer service to our clients. The firm has the resources and
appropriate staffing to perform and complete all contractual project obligations.
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Willdan possesses expertise in most facets of the public sector San Dlerio marketplace. The varied experience and background of our staff experience is an added value of our services. No other firm matches Willdan's combined breadth of directly relevant technical and operational expertise and depth of experience.
Willdan's corporate -wide capabilities include a full range of civil and structural engineering, land planning, financial and economic consulting, geology and geotechnical engineering, environmental health and safety, and energy efficiency solutions consulting services.
FINANCIAL STABILITY
W-CCMPR IVE
INNOVATIVF.
TRUSTED.
CITY OF BEAUMONT
Building & Safety Plan Check Services
Throughout our 59 years in business, Willdan has maintained a strong balance sheet with the financial and staffing resources to perform and complete alli contractual obligations. We have continued to grow to better serve our clients by offering an expanding range of municipal services. Financial information, including information on revenue, earnings, and cash flow, are issued quarterly, and can be found at www.willdan.com . The following claims do not affect Willdan's ability to provide the proposed services.
I
ocation
All services will be provided from our San Bernardino office:
650 Hospitality Lane
Suite 400
San Bernardino, CA 92408
WCCMPREIVE
INNOVATIVF.
TRUSTED.
CITY OF BEAUMONT
Building & Safety Plan Check Services
Proposed Team
tm
Mr. Patrick Johnson is Director of Willdan's Building and Safety Division. As the Principal-in-Charge/Project Manager, Mr. Johnson is responsible for overseeing all Community Development services company wide as well as providing structural and non-structural plan review. He has attended code enforcement and seismic application seminars and has received his Master of Engineering degree, specializing in structures, from California State Polytechnic University. Mr. Johnson has served as a forensic engineer responsible for justifying probable causes of structural damage caused by expansive soils. He has also provided Building Official Services to the City of Loma Linda, City of Highland, City of Banning, City of Big Bear Lake, City of Rancho Mirage, and March JPA.
We recognize that the City's departmental workload fluctuates. Willdan hires professionals in three categories — full-time, modified full-time, and part-time. Part-time staff may work up to 40 hours per week. All services will be provided from our local City of San Bernardino office, with additional resources employed company -wide as necessary. Individual resumes are in the Appendix herein.
STAFF
Name/Title
Patrick Johnson, PE,
CBO
Director/Project
Manager
Pete Goodrich, CBD
Back-up Project
Manager
Ted Beckwith, PE, SE
Plan Check Engineer
Registrations/Certifications
• Civil Engineer, California No. CE#67960
• Civil Engineer, Arizona No. 50435
■ Civil Engineer, Colorado No. 43704
■ ICC Plans Examiner
• ICC Building Inspector
• ICC Building Official
• ICC Certified Bldg. Official
• ICC Certified Residential Bldg. Inspector
■ ICC Certified Combination Bldg. Insp.
■ ICC Certified Plans Examiner
• ICC Certified Building Official
• SCACEO, Basic Certification
■ SCACEO, Intermediate Certification
• SCACEO, Advanced Certification
• SCACEO, Supervisor Certification
■ P.C. 832 Certification
• Registered Structural and Civil Engineer
■ ICC Certified Building Official
• ICBO and ICC Certified Plans Examiner
Service Provided
Director of Building & Safety
Project Management
Project Management
Stefan Choise, PE
Plan Check Engineer
• BS, Architectural Engineering, California
Polytechnic State University, San Luis
obispo, CA
• Registrations/ Certifications
• Professional Engineer, California #82816
• ICC Certified Plans Examiner
• ICC Certified Fire Sprinkler Plan Examiner
Building Plan Review:
Structural, architectural, plumbing,
'mechanical, electrical, energy,
accessibility, green building, fire life -
safety.
Building Plan Review: Structural
design and analysis, commercial,
accessibility, and residential plan
checking, structural calculation review,
exceptional customer service, and
building and municipal code
enforcement.
WCCMPREIVE
INNOVATIVF.
TRUSTED.
CITY OF BEAUMONT
Building & Safety Plan Check Services
Rouhi EI-Rabaa, PE,
CASp
Plan Check Manager
• California Professional Engineer, CE#92565
■ ICC Plans Examiner
■ CASp Certified
Building Plan Review:
Structural, architectural, plumbing,
mechanical, electrical, energy,
accessibility, green building, fire life -
safety.
Daren Raskin, PE, CBD
Plan Check Engineer
• California Professional Engineer, CE#57577
• ICC Plans Examiner
■ ICC Building Official
Building Plan Review: Structural,
architectural, plumbing, mechanical,
electrical, energy, green building,
accessibility, residential, and
commercial.
Aaron Cowen, PE
Plan Check Engineer
■ California Professional Engineer, CE#58878
• ICC Plans Examiner
Building plan review: Structural design
and analysis, commercial, accessibility,
and residential plan checking,
structural calculation review,
exceptional customer service, and
building and municipal code
enforcement.
Arne Lovnaseth, CASp
Plan Check Architect
• California Licensed Architect
■ CASp Certified
■ ICC Plans Examiner
Building Plan Review:
Architectural, plumbing, mechanical,
electrical, energy, accessibility, green
building, fire life -safety.
Dominick Taliulu, EIT
Plans Examiner
• ICC Plans Examiner
• EIT Certification
Building Plan Review:
Architectural, plumbing, mechanical,
electrical, energy, accessibility, green
building, fire life -safety.
Ryan Miller, EIT
Plans Examiner
■ EIT Certification
Building Plan Review:
Architectural, plumbing, mechanical,
electrical, energy, accessibility, green
building, fire life -safety.
Ehab Barakat
Plans Examiner
• ICC Plans Examiner
■ ICC Building Inspector
Building Plan Review:
Architectural, plumbing, mechanical,
electrical, energy, accessibility, green
building, fire life -safety.
Steven D. Raney,
CASp
Plans Examiner
• Certified Access Specialist/CASp #519
• Certified Building Official
• Building Plans Examiner
• Building Code Specialist
• Commercial & Residential Electrical
Inspector
• Commercial & Residential Plumbing
Inspector
• Commercial & Residential Mechanical
Inspector
• California Combination Inspector
• Structural Masonry Special Inspector
■ Accessibility Inspector/Plan Reviewer
Building Plan Review: Architectural,
plumbing, mechanical, residential,
accessibility.
Daniel Crawford, CASp,
CBD
Plans Examiner
• CASp Certified
• ICC Building Official
• ICC Plans Examiner
• ICC Commercial Building Inspector
• ICC Residential Building Inspector
• ICC Residential Electrical Inspector
Building Plan Review: Architectural,
plumbing, mechanical, electrical,
energy, accessibility, green building,
fire life -safety.
WCCMPREIVE
INNOVATIVF.
TRUSTED.
CITY OF BEAUMONT
Building & Safety Plan Check Services
ORGANIZATION CHART
City of Beaumont
Project Manager
PatrickJohnson, PE, COO
Plan Review
Ted Beckwith, SE
Stefan Cho PE
Rouhi-Et-Rabaa, PE
Ogren Raskin, PE
Aaron Cowen, PE
Arne Lovnaseth, CASp
DominickTaliuiu, E -
Ryan Miller, E
Ehab Barakat
Steve Raney, CASp
Oa n iel Crawford, CASp
Back-up Project Manager
Pete Goodrich, COO
W,CC,MLP ENIVE
INNQVATI'VF,
TRUSTED.
Page /7
CITY OF BEAUMONT
Building & Safety Plan Check Services
References
Willdan has been providing Building and Safety services to municipalities, universities, tribal entities and other jurisdictions for more than 46 years. Our plan review staff is comprised of registered engineers, certified architects and ICC certified plans examiners. They maintain current certifications and attend classes on a regular basis to keep up with industry standards and code changes.
CURRENT CONTRACTS
The following is a list of our current Building and Safety Services contracts for California municipalities and jurisdictions similar to the services requested.
CLIENT
CONTACT INFORMATION DATES OF SERVICES
City of Avenal, CA
City Clerk
559.386.5782
2015 — Present
City of Bakersfield, CA Chief Building Official 2012 — Present 661.326.3720
City of Banning, CA Community Development Director 2019 — Present 951.922.3131
City of Beaumont, CA Community Development Director 2011— Present 951.572.3212
City of Big Bear Lake, CA
City Manager
909.866.5832
2011— Present
City of Coachella, CA Development Services Director 2017 — Present 760.398.3102
City of Coalinga, CA
Building Official
559.935.1533
2007 — Present
City of Colton, CA
City Building Official
909.370.5079
2003 — Present
City of Colusa, CA
City Manager
458-5890
2013 — Present
City of Cudahy, CA
City Manager
323.773.5143
2012 — Present
City of Desert Hot Springs, CA Community Development Director 2019 — Present 760.329.6411
City of Dinuba, CA
Building Official
559.591.5924
2017 — Present
City of Eastvale, CA
Building Official
951.703.4458
2023 — Present
CSU Monterey Bay, CA Facilities Department 2011— Present 831.582.3000
CSU San Jose, CA Facilities Department 2013 — Present
408.924.5980
CSU Sonoma, CA Facilities Department 2010 — Present
707.664.2947
CSU Sacramento, CA Facilities Department 2011— Present
916.278.6296
CSU Fresno, CA Facilities Department 2008— Present
209.278.2457
City of Fontana, CA Chief Building Official 2013 — Present 909.350.7640
WCOMPRENSIVE.
INNOVA I'VF.
TRUBTED.
CITY OF BEAUMfl
Building & Safety Plan Check Services
CSU Los Angeles, CA
Project Manager
323.481.1645
2021— Present
City of Goleta, CA
Community Development Director
805.961.7552
2011— Present
City of Grand Terrace, CA
Community Development Director
909.825.3825
2013 — Present
County of Glenn, CA
Building Department
530.934.6546
2010 — Present
City of Highland, CA
Chief Building Official
909.864.6861
1994 — Present
City of Indian Wells, CA
Chief Building Official
760.776.0230
2015 — Present
City of Kerman, CA
Assistant Planner
559.846.9386
2018 — Present
City of Laguna Woods, CA
Dev Program Analyst
949.639.0561
2018 — Present
City of Long Beach, CA
Chief Building Official
562.570.6555
2014 — Present
City of Loma Linda, CA
Community Development Director
909.799.2800
2013 — Present
City of La Puente, CA
Community Development Director
626.855.1500
2010 — Present
County of Lassen, CA
Chief Planner
530.251.8269
2012 — Present
City of Lindsay, CA
City Services Director
559.562.7102
2006 — Present
City of Moreno Valley, CA
Chief Building Official
951.413.3000
2013 — Present
March Joint Power Authority,
Riverside, CA
Planning Director
951.656.7000
2013 — Present
Morongo Band of Mission Indians
Construction Director
951.849.4697
2012 — Present
City of Murrieta, CA
Sr. Plans Examiner
951.461.6054
2019 — Present
City of Norco, CA
Chief Building Official
951.735.3900
2013 — Present
City of Ontario, CA
Chief Building Official
909.395.2172
2021— Present
City of Orange, CA
Building Official
714.744.7201
2020 — Present
County of Orange, CA
Land Development
714.667.8800
2013 — Present
City of Orange Cove, CA
Interim City Manager
559.626.4488
2017 — Present
City of Palm Desert, CA
Chief Building Official
760.346.0611
2009 — Present
City of Parlier, CA
Community Development Director
559.696.3545
2017 — Present
County of Los Angeles, CA
Public Works Department
626.458.5100
2020 — Present
County of Placer, CA
Community Development
530.745.3000
2012 — Present
WCCMPREIVE
INNOVATIVF.
TPUBTED.
Page /9
CITY OF BEAUMONT
Building & Safety Plan Check Services
City of Rancho Cucamonga, CA
Dir of Building & Safety
909.774.4217
2022 — Present
City of Redlands, CA
Chief Building Official
909.798.7536
2012 — Present
City of Ridgecrest, CA
Dir. Development Services
760.499.5072
2017 — Present
County of Riverside, CA
Dir. of Building & Safety
951.955.1000
2013 — Present
City of Rolling Hills, CA
City Manager
310.377.1521
2012 — Present
City of Rolling Hills Estates, CA
Dir of Planning
310.377.1577
1989 — Present
City of San Bernardino, CA
Community Development
909.384.5057
1986 — Present
County of San Bernardino, CA
Community Development Director
909.387.4700
2013 — Present
City of San Luis Obispo, CA
Chief Building Official
805.781.7100
2013 — Present
City of Sierra Madre, CA
Community Development Director
626.355.4239
1992 — Present
Soboba Tribe
Chad Delgado
951.665.1000
2017 — Present
City of Solvang, CA
Building Department
805.688.5575
2020 — Present
City of Tustin, CA
Asst Dir Comm. Dev.
714.573.3106
2017 — Present
City of Waterford, CA
City Manager
209.874.2328 x103
2019 — Present
UC Riverside
Chief Building Official
951.827.1382
2018 — Present
WCCMPRENSIVE
INN0VATIVF.
TPUBTED.
Page I 10
CITY OF BEAUMONT
Building & Safety Plan Check Services
DATES
REFERENCES
CLIENT
City of Moreno
Valley
14177 Frederick
Moreno Valley, CA
92552
City of Banning
99 E Ramsey St
Banning, CA 92220
County of Riverside
4080 Lemon St.
Riverside, CA 92501
March Joint Powers
Authority
99 E Ramsey St.
Banning, CA 92220
City of Highland
27215 Baseline
Highland, CA 92346
City of Loma Linda
25541 Barton Road
Loma Linda, CA
92354
CONTACT
James Verdugo
Building & Safety Supervisor
951.413.3359
[email protected]
Adam Rush
Community Development
Director
760.219.2791
[email protected]
Selvana Guirguis, CBO, CFM
Plan Check Manager
951.955.1871
[email protected]
Dan Fairbanks
Planning Director
951.656.7000
[email protected]
Matthew Wirz
Building Official
909.864.8732
[email protected]
T. Jarb Thaipejr
City Manager
909.799.2810
JTha i pej r@ loma l i nda-ca.gov
1995 —
Present
2019 —
Present
2019 —
Present
2013 —
Present
1987 —
Present
1980 —
Present
SERVICE PROVIDED
• Building Plan Check
• Electronic Plan Check
• Grading Plan Review
• inspection
• CASp
• Permit Technician
• Building Official
• Building Plan Check
• Electronic Plan Check
• Inspection
• CASp
• Permit Counter
• Stormwater
• Grading Plan Review
• Building Plan Check
• inspection
• Permit Technician
• Building Official
• Building Plan Check
• Inspection
• Permit Technician
• Building Plan Check
• inspection
• CASp
• Permit Technician
• Grading Plan Review
• Building Official
• Building Plan Check
• Inspection
• CASp
• Permit Technician
• Stormwater
• Grading Plan Review
WCCMPREIVE
INNOVATIVF.
TRUSTED.
Page /11
CITY OF BEAUMO
Building & Safety Plan check Services
Scope of Services
Our local full -service office is located approximately 20 miles from City Hall. Plan review staff will be available to meet with customers either at City Hall or at the Willdan office. Staff will also be available by phone and email to discuss specific plan review comments with City staff and applicants as necessary.
PLAN REVIEW
"We really appreciate Willdan's timely responses and
professional advice to our questions and concerns related to plan check comments and general code issues_ Willdan's
professionalism and knowledge of the plan check process was immensely helpful in cutting cost and schedule. It has been really great to work with Willdan and we hope we will keep working with them for future work
Inkon Kier, PhD, LEED AP
HPA, Inc.
AIII building plans will be examined for
compliance with the current adopted
version of the California Building Code,
California Residential Code, Green Building
Standards Code, California Mechanical
Code, California Plumbing Code, California
Electriical Code, California Fire Code,
California Historical Code, California Existing
Building Code and the Accessibility, Noise
and Energy Conservation requirements as mandated by State Title 24, and all additional applicable City Ordinances. Plan review for Disabled Access Compliance will include a review of precise grading plans.
All plan check will include compliance wiith code requirements as well as an overview of the application package for other applicable requirements such as approvals from other local agencies and districts and coordination with other City departments. All plan review will comply with the City's directives, codes and policies.
Plan check will include a review of any or all of the following design elements as determined by the City:
• Architectural
• Fire/Life-safety
• Plumbing
• Mechanical
• Structural
• Electrical
• Energy Conservation Regulations (Title 24)
• Disabled Access Regulations (CBC)
• Green Building Standards
• CASp
For reviews that are completed with hard copy sets, Willdan will provide two complete plan check letters which outline the documents reviewed, instructions to the applicant regarding the processing of documents, and a listing of plan check comments. The plan check comments will refer to appropriate sheets, details or calculation pages and the code section of concern. Comments shall specify the apparent code violation.
Willdan will supply the City with plan bags and shipping labels as well as Willdan's FedEx and GLS account numbers.
Fire plans including suppression systems, alarm systems, sprinkler systems and fire-liife safety, will be reviewed in accordance with:
• Current adopted California Fire Code (CFC)
• Current adopted California Building Code (CBC) sections adopted by the California State Fire Marshal • Local amendments and policies related to the CFC and CBC • City code and standards
• Adopted National Fire Protection Standards
• California Health and Safety Code
• Planning entitlements
INNOVATIVF.
TRUSTED.
Page l 12
CITY OF BEAUMONT
ELECTRONIC PLAN REVIEW
Willdan has long had the ability to provide plan review services electronically, at no additional cost to the City or applicants. The many advantages of our "tree -saving" electronic plan review process includes the elimination of the need for additional computer software or hardware —only an Internet connection is necessary. Electronic plan review services are provided at the request of the applicant or the agency we serve. Submittals are accepted in PDF format and reviewed in Bluebeam.
Willdan wills review plans and has the ability to transmit the redlined plans back to the applicant or designer via the website, along with the plan review comment sheet. "Working with Willdan speeds
up the installation of solar. They
have quick and efficient plan
reviews through an electronic
review process. Complete Solar
is happy to continue to work
with Willdan on a regular
basis."
Sarah Prado, Agent
Complete Solar
We have been performing
plan check cicctronically
feria years!
This service allows for on-line collaboration between the City, designer and plans examiner to facilitate a complete understanding of plan review comments and can reduce shipping, printing and timelines for plan review processing for the applicant.
Our EPR portal also serves as an accurate log of all plans coming in and going out. City staff will have full access to the site and will have the ability to check status, review redlines, comments, etc.
ELECTRONIC PLAN REVIEW PROCESS
Plans are
submitted to the
City Inc review
and permit
issuance.
Ai the City's
discretion, plans
are submitted
electronically to
Willdan's EPR site
for review.
PLAN REVIEW SCHEDULE
Once review is
completed,
comments &
redlinex are
available far review
by applicant and
city staff.
Applicant responds
to cemments.and
uploads revised
plans/talcs to
Willdan s EPR site
for recheck.
Approved plans
are stamped
electronically and
available for
printing by the
applicant. City
staff has access to
approved plans as
well.
TYPE OF PROJECT
INITIAL REVIEW SUBSEQUENT REVIEWS
Residential Plan Review 8 —10 working days
Commercial Plan Review
Solar Plans 2 — 3 working days
10 working days
5 working days
5 working days
1— 2 working days
Expedited plan review will be provided at the City's request and on a project basis.
Plan review status can be accessed 24 hours a day by going to our website, Willdan.com, ( http://willdan.com/new/clientLinks.aspx#planreview) and entering either the plan check/permit number, or the project site address. This service is provided for applicants, designers, engineers, and City staff.
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CITY OF BEAUMONT
Building & Safety Plan Check Services
Additional Information
INSURANCE
Willdan has reviewed the City's insurance requirements and will ensure that they are in force at the time of contract execution.
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CITY OF BEAUMONT
Building & Safety Plan Check Services
Appendix
• Resumes
COMPREHENSIVE.
INNOVATI'VF.
TRUSTED.
Building & Safety Plan Check Services
Patrick Johnson, PE, CBO
Director of Building and Safety/Project Manager
Profile
Education: University of Iowa, Iowa City, IA
Bachelor and Science, Structural Engineering
California State Polytechnic University -Pomona
Master of Engineering
Registration: California Professional Engineer, CE#67960 Arizona Professional Engineer, CE#50435
Colorado Professional Engineer, CE#43704
Nevada Professional Engineer, CE#20699
ICC Building Official
ICC Plans Examiner
ICC Building Inspector
Experience: 22 Mears
Summary
Mr. Patrick Johnson has 22 years of construction and engineering experience and is a registered engineer specializing in lightweight commercial, industrial, and residential structures. He has ;plan checked several tilt -up warehouse buildings up to 2.3 million square feet and numerous structures consisting of braced and moment frames for (lateral resistance, prestressed concrete structures, and multi -story buildings up to six stories in height.
As Director of Willdian's Building and Safety Division, Mr. Johnson is responsible for overseeing all Building and Safety services company -wide as well as providing structural plan review. He has attended code enforcement and seismic application seminars and has received his Master of Engineering degree, specializing in structures, from California State Polytechnic University. Patrick has served as acting building official for the cities of Big Bear Lake, Loma Linda, and Rancho Mirage. He has served as a forensic engineer responsible for justifying probable causes of structural damage caused by expansive soils.
As a project manager for Willdan's On -call Building Official and Building and Safety Services contracts, Mr.
Johnson works with City managers to plan, organize, direct, and administer the activities of their Building and Safety Departments, including building inspections; inspection of construction; and general rehabilitation or repair of commercial, residential, and industrial properties. He has overseen reviews of building plans, calculations, and specifications for proposed structures; administered building and safety code enforcement; and reviewed construction plans to ensure they meet building codes and zoning regulations. Mr. Johnson also oversees inspectors monitoring construction sites to determine whether structures and systems have been installed to meet all construction codes and ordinances for public safety.
Relevant Project Experience
Building Official Services, Cities of Banning, Big Bear Lake, Highland, Loma Linda, March JPA, and Rancho Mirage, CA. Building Official. Responsible for working directly with the City Manager to plan, organize, direct, and administer the activities and operation of the Building and Safety Department, including building inspections, inspection of construction, and the general rehabilitation or repair of commercial, residential and industrial properties. Oversee the review of building plans, calculations and specifications for proposed structures. As the administrator of Building and Safety, approve all construction plans to ensure they meet building codes and regulations. Inspect and monitor construction sites to determine if structures and systems are installed to meet all construction codes and ordinances for public safety. Supervise, train, and evaluate and; monitor and coordinate work. Oversee staff engaged in the preparation and maintenance of records of plans, inspection processes, letters and reports prepared or used in connection with building inspections; respond to questions from property and building owners; and interpret codes.
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Building & Safety Plan Check Services
Pete Goodrich, CBO
Project Manager/Building Official
Profile Summary
Education: AA, Liberal Arts, Cal Poly Pomona, Pomona, CA Registration: ICC Certified Residential Building Inspector ICC Certified Combination Building Inspector
ICC Certified Plans Examiner
ICC Certified Building Official
SCACEO, Basic Certification
SCACEO, Intermediate Certification
SCACEO, Advanced Certification
SCACEO, Supervisor Certification
P.C. 832 Certification
Experience: 34 Years
Mr. Pete Goodrich s a Willdan Engineering Certified Building Official with 28 years of experience in Building and Code Enforcement. He maintains a high degree of professionalism, confidentiality, and determination to complete tasks in a timely manner, as well as strong problem resolution capabilities. In addition to being a Certified Building Official, he is a Certified Plans Examiner, Certified Accessibility Specialist, Certified Building Inspector, Certified Combination Inspector, and Certified Residential Combination inspector. He is highly qualified to manage Building Division activities, Field Inspection and Code Enforcement, and Plan Check and counter operations, as well as manage projects.
Relevant Project Experience
Chief Building Official, City of Orange, California. Served on the Senior Management team and supervised the activities of the Building Division, including Permits, Plan Review, and Code Enforcement. Duties involved developing and implementing Codes and Policy; managing employees, contractors, and subcontractors; producing Council Reports; developing Budgets; and serving the Community.
Adjunct Professor, Irvine Valley College, Irvine, California. Responsible for developing part of the Code Enforcement curriculum for the college. Served as teacher and mentor to students taking from beginning to advanced Code Enforcement courses.
Supervising Police Facilities Coordinator, City of Chino, California. Served on the Project Management team concerned with the design and construction of the new Police Headquarters. Duties also involved managing the Police facilities and the fleet of cars and equipment, as well as developing and implementing associated policies and procedures and managing related employees, contractors, and subcontractors.
Supervising Plans Examiner, City of Chino, California. Supervised Plan Check and counter operations, including managing staff and contract staff and developing related projections and budgets. Implemented and managed the electronic permitting system and developed and implemented a digitized archived plans and files system.
Performed Plan Review on various plan submittals. Prepared staff and City Council reports.
Code Enforcement Supervisor, City of Chino, California. Supervised Code Enforcement Division, including managing counter and field staff. Developed and implemented the Administrative Citation Program and prepared court reports and filings for prosecution. Interacted with City Council and the City Attorney related' to sensitive enforcement cases and resolved numerous dangerous building cases.
Building Inspector, City of Chino, California. Performed Combination Inspection service for all aspects of construction within the community. Provided assistance to Housing Division by inspecting and developing the Scope of Work for housing projects. Provided contract management for housing projects.
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Building & Safety Plan Check Services
Ted Beckwith, PE, SE
Plan Check Engineer
Profile Summary
Education: BS, Civil and Structural Engineering, California State University, Fullerton, CA Certificate in Construction Technology, Riverside Community College, Riverside, CA Registration: Registered Structural and Civil Engineer
ICC Certified Building Official
ICBO and ICC Certified Plans Examiner
Experience: 37 Years
Mr. Ted Beckwith is a Willdan Engineering senior plans examiner with 37 years of experience. Mr.
Beckwith is experienced in reviewing complex plans for the construction of K-12 public schools and community colleges and performing counter review of minor projects.
Relevant Project Experience
California Division of the State Architect, Riverside, CA. Senior Structural Engineer (Lead). Managed the daily operations of the Riverside Satellite office associated with the San Diego Regional Office.
Review complex plans for the construction of K-12 public schools and community colleges. Perform counter review of minor projects. Review of changes to approved plans in the form of addenda, revisions and change orders. Review of deferred submittal documents including, but not limited to fire sprinklers and curtain wall glazing. Assist the design professionals in providing designs that are not only code compliant but economical. Work with architects, engineers, and school districts to obtain compliance with the California. Building Code especially during design development to achieve better buildings.
Willdan, San Bernardino, CA. Supervising Plan Check Engineer. Managed the staff of plan check engineers and developed staff and training programs. Worked in a fast paced environment on plan review of many complex projects. Resolved issues with permit applicants on code interpretation and application to their project with forward thinking. Trained junior level staff in application of the adopted codes in review of plans. Protectively worked with architects, engineers, contractors and owners to obtain compliance with the adopted codes of the state and more than 20 Building Departments. Prepared technical reports for the consideration of the local building official on matters of interpretation and administrative modifications of the building codes. Proficient in Fire Life Safety, Disabled Access, Structural, Energy Compliance, Electrical, Plumbing and Mechanical review as well as Building Department Administration.
Scott Fazekas & Associates, Irvine, CA. Supervising Plan Check Engineer. Managed the staff of plan check engineers. Worked in a fast paced environment on plan review of many complex projects.
Prepared technical reports for the consideration of the local building official on matters of interpretation and administrative modifications of the building codes to effectively apply the code.
Resolve issues with permit applicants on code interpretation and application to their project.
Protectively worked with architects, engineers, contractors and owners to obtain compliance with the adopted codes of the state and more than 20 Building Departments. Proficient in Fire Life Safety, Disabled Access, Structural, Energy Compliance, Electrical, Plumbing and Mechanical review as well as Building Department Administration.
COMPREHENSIVE.
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Building & Safety Plan Check Services
Stefan Chiose, PE
Plan Check Engineer
Profile Summary
Education: B.S., Architectural Engineering, California Polytechnic State University, San Luis Obispo, CA Registration: Professional Engineer, California #82816
ICC Certified Plans Examiner
ICC Certified Fire Sprinkler Plan Examiner
Experience: 12 Years — 1.5 years w/Willdan
Mr. Stefan Chiose has 12 years' experience in project management and engineering, with A&E firms and local government. He is experienced in performing technical analyses of plans, specifications, and reports; and reviewing documents for completeness, accuracy, and conformance to applicable codes, ordinances, and national standards
Relevant Project Experience
City of Newport Beach, Newport Beach, California. Plan Check Engineer. Reviewed construction drawings plans, commercial and residential architectural and structural plans, and disabled accessibility plans for compliance with the California Standard Building Codes. Prepared correction letters to document deviations in submittals and provided applicants with recommendations to meet minimum code requirements. Mr. Chiose also responded to questions from architects, engineers, and owners regarding codes and other issues with projects, both over the phone and at the public counter.
KNA Consulting Engineers, Inc., Irvine, California. Project Engineering. Was responsible for engineering and construction administration. Worked to plan projects, establish project criteria, coordinate project reviews, and ensure the proper implementation of project elements. Cooperated and communicated with project managers and other project participants and collaborated with senior engineers to create more efficient project methods and to maintain the project's profitability.
Reviewed the engineering tasks and initiated the necessary corrective actions.
Grimm & Chen Structural Engineering Inc., Irvine, California. Project Engineer. Was responsible for structural engineering accurately calculating the required stress load of infrastructure to ensure that they were safe and stable for daily use. Was also responsible for project coordination — tracking performance and analyzing the completion of key goals. Wrote proposals from design development through RF1s. Prepared proposal documentation, cost estimates, and pricing recommendations to management
Lovelace Engineering, La Jolla, California. Structural Engineer Intern. Supported design leads for seismic analysis and structural calculations. Conducted basic structural analysis and design of projects of all material types (steel, concrete, masonry, and wood. Assisted in the review of plans and specifications.
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Building & Safety (Plan Check Services
Rouhi EI-Rabaa, PE, CASp
Plan Check Engineer
Profile Summary
Education: Bachelor's in Civil Engineering
California State University, Los Angeles
Registration: California Professional Engineer, CE#92565 ICC Plans Examiner Certificate #8868081
Experience: 8 Years
Mr. Rouhi El-Rabaa k a Willdan Engineering Building Plan Check Engineer with 8 years of experience.
Mr. EI-Rabaa is a skilled professional accustomed to playing a vital role in civil engineering cycles.
Highly trained in responding to the public, contractors, and design professionals. Experience includes; structural design and analysis, commercial, accessibility, and residential plan checking, structural calculation review, exceptional customer service, and builiding and municipal code enforcement.
Relevant Project Experience
Plan Check Engineer, Willdan Engineering, San Bernardino, CA. Rouhi is responsible for the following tasks: Conduct full scope plan reviews for various disciplines, including; architectural, structural, fire - resistive, accessibility, energy, MEP, and green. He is highly experiienced reviewing the following types of buildings; single-family and multi -family residential, tract homes, hotels, OSHPD 3, industrial, commercial, assembly, factory -built, mixed -use, and miscellaneous. Rouhi is also responsible for technical structural calculation review for regular and irregular multistory buildings, podiium structures, irreguliar diaphragms, offset shearwalls, tilt -up construction, and freestanding structures. He trains staff to recognize proper non-structural and structural design methodologies in plan checks; prepares correction notices to applicants as hardcopy or electronic correspondence; does design coordination meetings with design professionals and permit applicants; and researches and looks to implement latest developments iin industry standards.
Plans Examiner, City of Redlands, Redlands, CA. Plan checked and reviewed structural design of residential and commercial projects. Ensured that minimum code was established in the plan review stage. Resolved difficult problems with permit applicants and other members of the public regarding building code requirements and City regulations. Coordinated Divisiion processes. Undertook or recommended changes to the processes in order to facilitate Division operations. Supervised, trained, and evaluated permiit issuance staff. Prepared and issued comment letters to building permit applicants. Advised of resubmittal guidelines which wound lead to approval. Prepared and categorized files, reports, and methods to record Division activities and procedures.
Graduate Structural Design Engineer, Arcadis Design & Consultancy, Doha, Qatar. Oversight of a large portion of five underground railway stations. Ensured alongside the project manager that all design and shop drawings were reviewed and issued to meet client standards and deadlines. Scheduled and monitored the progress of a large team of CAD technicians. Provided dependable engineering and project resourcing resolution in a fast -paced design -!build atmosphere. Executed in-house plan checking and design checking. Established design conformance in line with all issued design development and shop drawings. Responded to contractor RFV's. Attended construction meetings and negotiated feasibility of key delivery dates with the client. Collaborated with contractors, architects, MEP and site engineers to achieve a common directive. Performed detailed review of reinforced concrete structural calculations and advised alternative approaches. Sketched complex concrete steel reiinforcement details to be used as expeditious blueprints for urgent site remediation.
COMPREHENSIVE.
INNOVATIVF.
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Building & Safety Plan Check Services
Daren Raskin, PE, CB°
Plan Check Engineer
Profile Summary
Education: California State Polytechnic University -Pomona BS Engineering
Registration: California Professional Engineer, CE#57577 ICC Plans Examiner
ICC Building Official
Experience: 24 Years
Mr. Daren Raskin serves as Supervising Plan Check Engineer for Willdan. Daren possesses experience with design of various multi -story structures, shopping centers, commercial buildings, parking structures, and residential units. He has organized, scheduled, and supervised staff of engineers, draftsmen, and technicians. Mr. Raskin's expertise encompasses knowledge of all major building materials, including cold -formed steel, structural steel, concrete, and masonry as well as design of specialized systems of corrugated cold -formed shear walls, concrete shear walls, masonry shear walls, structural steel moment frames, braced frames and rigid diaphragm analysis.
Mr. Raskin's previous engineering experience structural design, analysis, and calculations for repair of fire damaged residential and commercial buildings, room additions, and custom homes and ensuring structural drawings met design and code requirements.
Relevant Project Experience
On -Call Plan Review and Inspection Services, City of San Bernardino, California. Plans Examiner responsible for plan reviews of multi -story office buildings, commercial buildings, retail outlets, single-family residences, medical facilities, educational facilities and multi -family residential developments.
On -Call Plan Review and Inspection Services, City of Rialto, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
On -Call Plan Review and Inspection Services, City of Loma Linda, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
On -Call Plan Review and Inspection Services, City of Moreno Valley, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
On -Call Plan Review and Inspection Services, County of San Bernardino, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
On -Call Plan Review and Inspection Services, March Joint Powers Authority, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments in connection with development of former March Air Force properties.
On -Call Plan Review and Inspection Services, County of Riverside, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
On -Call Plan Review and Inspection Services, City of Beaumont, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
Dundee Residence Hall and Glasgow Dining HaII, University of California, Riverside, California. Plans Examiner responsible for plans reviews in connection with improvements designed for the two halls.
On -Call Plan Review and Inspection Services, City of Norco, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
On -Call Plan Review and Inspection Services, City of Highland, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
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CITY OF BEAUMONT
Building & Safety Plan Check Services
Aaron Cowen, PE
Plan Check Engineer
Profile Summary
Education: California State University -Long Beach
BS Civil Engineering
Irvine Institute of Technology
Masters Science Structural Engineering
Registration: California Professional Engineer, CE#58878 ICC Plan Examiner
Experience: 28 Years — 7 years w/Willdan
Mr. Aaron Cowen, a registered Civil Engineer in California, is a Plan Check Engineer for the Building and Safety Division. Aaron has more than 28 years of experience in the engineering field including design, drafting and plan check experience.
Mr. Cowen's experience includes the design of wood structures, cantilevered concrete decks, thin -wall concrete shells, retaining walls, foundation systems, and design calculations.
Prior to joining Willdan, Mr. Cowen's previous engineering experience includes the position of Senior Engineer with a Southern California engineering firm. In this capacity, he was design lead on numerous projects; provided on -site field inspections; and was responsible for the management and administration of all engineering data and information.
Relevant Project Experience
PLAN CHECK
Plan check projects include university buildings, single and multi -family homes, industrial buildings, commercial warehouses, restaurants, motels, solar plans and numerous tenant improvements.
Sample Jurisdictions:
City of Tustin
City of Loma Linda
City of Fullerton
County of Riverside
City of Moreno Valley
Orange County
County of Los Angeles
City of Highland
City of Irvine East Campus Housing Structure project including over 600,000 SF of student housing units. He performed the complete structural plan check on this project which included a five -story wood framed housing structure and reinforced concrete and light gauge steel framed community center. Plans included 140 sheets of structural plans and details and over 2500 sheets of calculations.
He numerically and conceptually spot checked all structural aspects of project including gravity, lateral, connections, superstructure, raised reinforced concrete slab, reinforced concrete columns, post - tension slab foundations, wood shear walls, retaining walls, trusses, steel stairs, parking structure, multi -level hold-downs. Over 100 issues were discovered and corrected including numerical, conceptual, and coordination errors between calculations and plans.
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CITY OF BEAUMONT
On -Call Plan Review & Building Inspection Services
RFP No. 2022-03
Arne Lovnaseth, CASp, Architect
Plan Check Architect
Profile Summary
Education: Cal Poly Pomona, Bachelor of Science, Bachelor of Architecture Registration: California Licensed Architect, #C18833
ICC Plans Examiner #0877794-B3
Experience: 26 Years
Mr. Arne Lovnaseth, a registered Architect in California, is a Plan Check Architect for Willdan's Building and Safety Division. He has 26 years' experience in the construction field specializing in design work and plans examining. As a 1983 and 2001 graduate of Cal Poly Pomona his primary focus has been on architectural design of lightweight commercial and residential structures. He has attended a number of code enforcement seminars and currently is compiling a NCARB record for certification nationwide. He has extensive experience in ADA compliance.
During his tenure with WiIildan, Mr. Lovnaseth has provided Counter Plan Review services to the City of Redlands, City of South El Monte, and the March Joint Powers Authority, a redevelopment agency located at March Air Force Base.
Relevant Project Experience
Projects include university buildings, single and multi -family homes, industrial buildings, commercial warehouses, restaurants, fitness centers, motels, medical facilities and numerous tenant improvements.
Mr. Lovnaseth's previous architectural and plan checking experience includes the position of Senior Plans Examiner for a large Inland Empire City for more than five years. In this capacity, he specialized in the plan checking of lightweight commercial, multi and single-family housing. He supervised a staff of 5 plans examiners and permit technicians, issuing over 3,000 building permits a year.
Prior experience includes project manager at John McInnes Architect in Laguna Beach for five years and job captain at Sumich Design in San Juan Capistrano for eight years.
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CITY OF BEAUMONT
On -Call Plan Review & Building Inspection Services
RFP No. 2022-03
Dominick EIT
Plans Examiner
Profile Summary
Education: South Dakota School of Mines & Technology
BS in Civil Engineering
Registration: EIT
ICC Building Plans Examiner
Experience: 2 Year
Mr. Dominick Taliulu is a Wiilldan Engineering plans examiner with 2 years of experience. Mr. Taliulu's experience includes plan review of numerous projects in compliance with the California Building, Plumbing, Mechanical, Energy, Green Building and Electrical Codes. Dominick reviews solar plans submitted to our electronic plan review portal and is able to complete the reviews within one — two days from date of submission.
Relevant Project Experience
PLAN CHECK
Dominick Taliulu's experience includes plan review of numerous projects in compliance with the California Building, Plumbing, Mechanical, and Electrical, Green Building, and Energy Codes. Plan check projects include single and multi -family homes, medical clinics, industrial buildings, commercial warehouses, commercial buildings, restaurants, motels, solar plans and various tenant improvements.
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TRUSTED.
CITY OF BEAUMONT
On -Call Plan Review & Building Inspection Services
RFP No. 2022-03
Ryan Miller, EIT
Plans Examiner
Profile Summary
Education: High Tech Institute
Associates of Science, CAD/Drafting Technology
California State Polytechnic University
Bachelor of Science, Civil Engineering
Registration: EIT (Engineer in Training)
Experience: 15 Years — 2 years w/Willdan
Mr. Miller is an Engineer in Training (EIT) and graduate of an ABET accredited civil engineering program.
He has more than 15 years of experience in drafting/reading plans, and more than 5 years of engineering experience. He is a highly meticulous and resourceful civil engineer with an exceptionally strong engineer knowledge base.
Relevant Project Experience
Wilidan
Plans Examiner/Checker — Performs technical review of construction documents for completeness, accuracy, and conformance to applicable building codes, ordinances, zoning regulations, and national standards.
Condon -Johnson & Associates, Inc.
Project/Field Engineer— Managed field activities and implemented engineering designs for deep foundations, shoring, micropiles, tiebacks, ground anchors, and soil nails. Conducted inspections to ensure that the projects are proceeding on schedule and within budget. Maintained inventory of equipment, supplies, and material needed to perform projects. Created plans and submittals in accordance with the applicable building codes including Caltrans Standard Specifications and Plans.
Mission Steel
Structural Steel Detailer/Drafter & Checker — Prepared and checked plans for the fabrication and placement of structural steel members (columns, beams, guardrails, stairs, moment frames, etc) for commercial and residential projects in accordance with the applicable building codes.
Law Steel
Structural Steel Detailer/Drafter & Checker — Prepared and checked plans for the fabrication and placement of structural steel members (columns, beams, guardrails, stairs, moment frames, etc) for commercial and residential projects in accordance with the applicable building codes.
Quincy Joist Company
Structural Steel Detailer/Drafter & Checker — Prepared and checked plans for the manufacture and erection of steel joists and joists girders for commercial and residential projects in accordance with the applicable !building codes.
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CITY OF BEAUMONT
On -Coll Plan Review & Building Inspection Services
RFP No. 2022-03
Ehab Barakat
Plans Examiner
Profile Summary
Education: Wayne State University, Detroit, Michigan
Bachelor of Science in Civil and Environmental Engineering Registration: ICC Building Plans Examiner
ICC Building Inspector
Experience: 3 Years
Mr. Ehab Barakat is a WiIIdan Engineering plans examiner with 3 years of experience.
Relevant Project Experience
Mr. Barakat's experience includes:
• Examining plans, structural calculations, geotechnical reports, and specifications for compliance with the California Standard Building Codes. • Preparing correction letters to document deviations in submittals and provide applicants with recommendations to meet minimum code requirements.
• Advise applicants of any available alternative measures to meet minimum code requirements. • Respond to questions from architects, engineers, and owners regarding codes and other issues with projects.
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On -Call Plan Review & Building Inspection Services
RFP No. 2022-03
Steve Raney, CASp
Building Official/CASp Specialist
Profile Summary
Education: BS, Northern Arizona' University, Flagstaff, AZ Registration:
CASp #519
ICC Residential Electrical Inspector
ICC Commercial Combination Inspector
ICC Combination Inspector
ICC California Residential Building
Inspector
ICC California Residential Plumbing
Inspector
ICC Building Plans Examiner
ICC Certified Building Official
ICC Mechanical Inspector
ICC Electrical Inspector
ICC Plumbing Inspector
ICC Building Code Specialist
Experience: 20 Years —1 year w/Willdan
ICC California Residential Combination Inspector
ICC California Residential Mechanical Inspector
ICC Residential Electrical Inspector
ICC Building Inspector
ICC California Commercial Electrical Inspector
ICC California Combination Inspector
ICC California Commercial Plumbing Inspector
ICC Residential Plumbing Inspector
ICC California Commercial Building Inspector
ICC Residential Mechanical Inspector
ICC Commercial Mechanical Inspector
ICC California Commercial Mechanical Inspector
ICC Commercial Plumbing Inspector
ICC Commercial Electrical Inspector
Mr. Steven Raney is a skilled Building Code Professional with 20 years' experience in State, County, and local jurisdictions and with 17 years' experience in disabled access standard, building inspections, and plan review. Mr.
Raney has experience working within municipal and governmental guidelines for structures and construction. He has worked with various municipalities and is effective in establishing and maintaining effective working relationships with City staff, contractors, and engineers.
Relevant Project Experience
City of Palmdale, CA. Building Official. Oversee the Building & Safety Division, which regulates the construction of all new, remodeled, and existing residential, commercial, and industrial buildings. Mr. Raney administrates all functions including plan checks, inspections, ,permit issuance, vendors, and preparation of annual budget. As Building Official, he prepares reports, ordinances, and memos for City Council and participates in the Development Advisory Board representing Building & Safety to provide conditions of approval for proposed projects. In addition, Mr. Raney completes inspections and plan review on difficult technical and inspectional problems, particularly where structural safety is concerned.
City of Big Bear Lake, CA. Chief Building Official. Supervised staff of Building Inspectors, Plans Examiners, and Building Permit Technicians to establish and enforce building standards for the purpose of safeguarding public health, safety, and general welfare. Mr Raney oversaw review of building plans, calculations, and specifications for proposed structures; established values of proposed construction, and adopted modifications to the State T-24 codes when necessary. He resolved code interpretation issues for new and existing buildings for compliance with the adopted Plumbing, Mechanical, Building, Electrical, and City Municipal Codes and worked with other city departments in coordinating plan approval, inspections, and building code related issues.
California Housing & Community Development, Southern CA Area. Codes & Standards Administrator I. Directed, organized, scheduled, and monitored activities and inspections for the Mobile Home Parks Program and staff in the Southern Area office. Duties included enforcement of the Title 24, 25, and HSC codes, as they pertained to the manufacture, install and alteration of all manufactured, modular buildings, and mobile home parks City of Palmdale, CA. Supervising Building Inspector. Planned, supervised, coordinated, and assigned the activities and operations of building inspections within the Building and Safety Division.
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CITY OF BEAUMONT
On -Coll Plan Review & Building Inspection Services
RFP No. 2022-03
Daniel Crawford, CASp, CB()
Plans Examiner/Building Inspector/CASp Specialist
Profile Summary
Education: College of the Desert, Palm Desert, CA
AA, Construction Management
AA, Business Supervision & Management
Registration: Certified Access Specialist CASp-#276
ICC Plans Examiner
ICC Commercial Building Inspector
ICC Residential Building Inspector
ICC Residential Electrical Inspector
California General Building Contractor
PC832 Level III Certification
Experience: 33 Years
Mr. Daniel P. Crawford Jr., is a Willdan Engineering CBO, CASp, plans examiner and building inspector with more than 33 years of experience including 25 years in Building and Safety. Mr. Crawford's experience includes plan review of numerous projects in compliance with the California Building, Residential, Plumbing, Mechanical, Electrical, Energy, and Green Codes as well as providing inspections for residential, commercial, and industrial buildings. Mr. Crawford also has extensive experience in CASp related services including plan review and inspections for accessibility compliance.
Relevant CBO Experience
Mr. Crawford is a Certified Building Official completing his examinations in July 2020. With 25 years of Municipal Building Department service and 8 years private residential project management and construction, Mr. Crawford has established a well-rounded understanding and daily application of Building Department Administration. Work experiences in both private industry and municipal cities has contributed to his appreciation in both receiving and providing excellent customer services. Mr. Crawford is a valued team member that has the versatility to perform all Building Department Services assigned.
Relevant Project Experience
Daniel provides CASp plan review and inspection services to a number of our municipal clients. Projects include:
• Residential Multi -family
• Commercial
• City Parks
• Precise Grading Plan Review
Relevant Plan Review Project Experience
Mr. Crawford's experience includes plan review of numerous projects in compliance with the California Building, Residential, Plumbing, Mechanical, Electrical, Energy, Green and State Codes, that include:
• Residential
• Commercial
Relevant Inspector Project Experience
Mr. Crawford has 25 years' experience performing Municipal combination lead building inspector assignments to include but not limited to all phases of residential, commercial, and industrial development to include:
• Hotels
• Multi -Family
• Commercial
• Residential
COMPREHENSIVE.
INNOVA T I'VF.
TRUSTED.
WWI LLDAN
Cost Proposal
March 23, 2023
City of Beaumont
Attn: Grace Wichert
550 E 6th Street
Beaumont, CA 92223
Subject: Cost Proposal - Building and Safety Plan Check Services Dear Ms. Wichert:
Willdan Engineering is pleased to present this cost proposal to the City of Beaumont to provide on -call building plan check services.
Willdan will provide plan review services for a percent of the plan check fee collected by the City. Percent of fee plan review will be charged through two reviews based on the City's Fee Schedule. Subsequent reviews will be charged based on our hourly rate schedule. Should the City choose to perform the second review in-house on a project that was charged as a percent of fee, Willdan will credit 35% of the original fee invoiced. Expedited plan review will be billed at 1.35x of our rate.
BUILDING PLAN REVIEW WILLDAN PERCENTAGE*
Valuation up to $999,999 70% of fees collected
Valuation of $1,000,000 - $4,999,999 65% of fees collected Valuation of $5,000,000 - $9,999,999 60% of fees collected Valuation of greater than $10,000,000 55% of fees collected *Structural Only Plan Review = 50% of the Willdan fee
*Architectural/MEP Only Plan Review = 45% of the Willdan fee
SERVICE PROVIDED HOURLY RATE
Plan Check Engineer/Architect $135
ICC Certified Plans Examiner $125
CASp Services $125
Building Inspection $ 95
Fire Plan Review $125
Fire Inspection $ 95
Permit Technician $ 70
Building Official $155
Code Enforcement Officer $ 75
909.386,0200 800.789.7517 I fax: 909.888.5107 16RAPIAP9AP_faile9Agte 400, San Bernardino, CA 92408 I www.willdan.com
Page Two
March 23, 2023
Rates will not increase through June 30, 2024. If the Agreement is extended beyond June 30, 2024, Willdan may reserve the right to increase rates once per year to the value between the 12 -month % change of the Consumer Price Index for Riverside County area and five percent.
Please feel free to contact me should you have any questions or require additional information. We are looking forward to providing these services to the City of Beaumont.
Respectfully submitted,
WILLDAN ENGINEERING
Patrick Johnson, PE, CB©
Director of Building and Safety
{909) 915-4361
[email protected]
COMPREHENSIVE.
INNOVATIVF,
TRUSTED.
City of Beaumont Agreement#
C23-48
EXHIBIT "B"
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
A 'Q• CERTIFICATE OF LIABILITY INSURANCE 1119/20!3
DA E(MILI20 n
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES ;OW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S). AUTHORIZED .<RESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED, the pollcy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require en endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER Lockton Insurance Brokers,LLC
CA License #0F15767
777 S. Figueroa Street, 52nd t7.
Los An les CA 90017
213-6N-0065
cotcrAcT
Oat
No, Eaa FAX
�' (NC, Nar:
ADDRE
ADDRESS:
INSURERISO AFFORDING COVERAGE
NAIC #
W SURER A: Trawelera Property Casualty Co of Ansrlca
25674
INSURED Willdan Engineering - San Bernardino
1506119 2401 East Katella Avenue
Suite 300
Anaheim, CA 92806
INSURER a : Allied World Surplus Liars Insurance Company 24319
INSURER C:
INSURER D :
INSURER E :
INSURER F :
COVERAGES WILLDOI
CERTIFICATE NUMBER: 18919091
REVISION NUMBER: VOCXXXX
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
A
A
X
TYPE OF INSURANCE
COMMERCIAL GENERAL LIABILITY
X
X
GENL AGGREGATE LIMIT APPLIES PER:
CLAIMS -MADE n OCCUR
F. p. Benefits Liab.
Contr. Liab. Incl.
POLIC''I JE n LOC
OTHER
AU
TOMOBILE LIABILTY
ANY AUTO
OWNED
AUTOSONLY
AUTOS ONLY
SCHEDULED
AUTOS
ANPri ONNLYEp
INSD WVD
Y
Y
Y
Y
POLICY NUMBER
P-630-7T016289-TIL-22
810-7T01965A-22-43-O
I MID )
11/9/2022
11/9/2022
(M IY1'YYYI
11/9/2023
11/9/2023
LIMITS
EACH OCCURRENCE
PREMISES Ms EO s RENTED
MED EXP [Any one person!
PERSONAL & ADV INJURY
GENERAL AGGREGATE
PRODUCTS -COMPFOP AGO
s L000,000
$ 1,000,000
$_15.000
$ 1.000.000
$ 2,000,000
$ 2.000.000
CeMBacINgD SINGLE LIMIT
cl enri
BODILY INJURY (Per person)
s 1.000,000
$ xxxxxxx
BODILY INJURY (Per accident
PROPERTY DAMAGE
(Per accident
$
s XXX)0(XK
sX)CODOCX
$ 5.000.000
$ 5.000.000
$ X)0000�
A
X
UMBRELLA MB
EXCESS LAB
DEB
X
OCCUR
CLAIMS -MADE
RETENTION S
N
N
CUP -7T021969-22-43
11/9/2022
11/9/2023
EACH OCCURRENCE
AGGREGATE
A
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANY PRIWRIETORJPARTNEREXECUTNE
OFFICERIMEE BER EXCLUDED?
INerxratory In NPR
ayee, describe, under
DESCRIPTION Of OPERATIONS below
NIA
Y
UB-7T02108A-22-43-G
11/9/2022
11/9/2023
X
PER
TUTE
ER
E.L EACH ACCIDENT
$ 1.000.000
s 1.000.000
s 1.000,000
EL DISEASE -EA EMPLOYEE
EL. DISEASE •POUCY MOT
Per Claim:$ 1,000,000
Aggregate:$2,000,000
B
Arch&Eag Prof
N
N
0313-5950
11/9/2022
11/9/2023
DESCRIPTION OF OPERATIONS 1 LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if mere space is required) RE Building and Safety Inspection Services City of Beaumont its directors, officials, officers, employees, agents and volunteers are included as Additional Insured in accordance with the policy provisions of the General Liability and Automobile Liability policies. General Liability and Automobile Liability evidenced herein is Primary and Non -Contributory to other insurance available to an Additional Insured, but only in accordance with the policy's provisions. Please see next page.
CERTIFICATE HOLDER CANCELLATION See Attachments
18919091
City of Beaumont
ttn: Community Development Dept.
550 E. 6th Street
Beaumont CA 92223
ACORD 25 (2'016/03)
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
/7:2141-----
©1 8-201 CORD CORPORATION. All rights reserved
The ACORD name and logo are registered marks of ACORD
Attachment Code : D604212 Certificate ID : 18919091
POLICY NUMBER: P-630-7T016289-TIL-22 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
XTEND ENDORSEMENT FOR ARCHITECTS, ENGINEERS
AND SURVEYORS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITYCOVERAGE PART
GENERAL DESCRIPTION OF COVERAGE - This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to this Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered.
A. Non -Owned Watercraft- 75 Feet Long Or Less
B. Who Is An Insured - Unnamed Subsidiaries
C. Who Is An Insured - Retired Partners, Members,
Directors And Employees
D. Who Is An Insured - Employees And Volunteer
Workers - Bodily Injury To Co -Employees, Co -
Volunteer Workers And Retired Partners,
Members, Directors And Employees
E. Who Is An Insured - Newly Acquired Or Formed
Limited Liability Companies
F. Blanket Additional Insured - Controlling Interest
G. Blanket Additional Insured - Mortgagees,
Assignees, Successors Or Receivers
PROVISIONS
A. NON -OWNED WATERCRAFT - 75 FEET
LONG OR LESS
1. The following replaces Paragraph (2) of
Exclusion g., Aircraft, Auto Or
Watercraft, in Paragraph 2. of SECTION
I COVERAGES - COVERAGE A - BODILY
INJURY AND PROPERTY DAMAGE
LIABILITY:
(2) A watercraft you do not own that is:
(a) 75 feet long or less; and
(b) Not being used to carry any person or
property for a charge;
2. The following replaces Paragraph 2.e. of
SECTION II - WHO IS AN INSURED:
e. Any person or organization that, with your
express or implied consent, either
H. Blanket Additional Insured - Governmental
Entities - Permits Or Authorizations Relating To
Premises
I. Blanket Additional Insured - Governmental
Entities - Permits Or Authorizations Relating To
Operations
J. Incidental Medical Malpractice
K. Medical Payments - Increased Limit
L. Amendment Of Excess Insurance Condition -
Professional Liability
M. Blanket Waiver Of Subrogation - When Required
By Written Contract Or Agreement
N. Contractual Liability - Railroads
uses or is responsible for the use of a
watercraft that you do not own that is:
(1) 75 feet long or less; and
(2) Not being used to carry any person
or property for a charge;
B. WHO IS AN INSURED - UNNAMED
SUBSIDIARIES
The following is added to SECTION II - WHO
IS AN INSURED:
Any of your subsidiaries, other than a
partnership or joint venture, that is not shown as
a Named Insured in the Declarations is a
Named Insured if:
a. You are the sole owner of, or maintain an
ownership interest of more than 50% i n, such
subsidiary on the first day of the policy period;
and
CG D3 79 02 19 ID 2017 The Travelers indemnity Company. All rights reserved. includes copyrighted material of Insurance Services Office, Inc. with its permIssbn.
Altaclunent Code : D604212 Certificate ID : 18919091
COMMERCIAL GENERAL LIABILITY
b. Such subsidiary is not an insured under similar
other Insurance.
No such subsidiary is an insured for "bodily
injury" or "property damage" that occurred, or
"personal and advertising injury" caused by an
offense committed:
a. Before you maintained an ownership interest
of more than 50% i n such subsidiary; or
b. After the date, if any, during the policy period
that you no longer maintain an ownership
interest of more than 50% in such subsidiary.
For purposes of Paragraph 1. of Section II —
Who is An Insured, each such subsidiary will be
deemed to be designated in the Declarations as:
a. A limited liability company;
b. An organization other than a partnership,
joint venture or limited liability company; or
c. A trust;
as indicated in its name or the documents that
govern its structure.
C. WHO IS AN INSURED — RETIRED PARTNERS,
MEMBERS, DIRECTORS AND EMPLOYEES
The following is added to Paragraph 2. of
SECTION II — WHO iS AN INSURED:
Any person who is your retired partner, member,
director or "employee" that is performing services
for you under your direct supervision, but only for
acts within the scope of their employment by you
or while performing duties related to the conduct
of your business. However, no such retired
partner, member, director or "employee" is an
insured for:
(1) "Bodily injury":
(a) To you, to your current partners or
members (if you are a partnership or joint
venture), to your current members (if you
are a limited liability company) or to your
current directors;
(b) To the spouse, child, parent, brother or
sister of that current partner, member or
director as a consequence of Paragraph
(1)(a) above;
(c) For which there is any obligation to share
damages with or repay someone else
who must pay damages because of the
injury described in Paragraph (1)(a) or (b)
above; or
(d) Arising out of his or her providing or
failing to provide professional health care
services.
Unless you are in the business or occupation
of providing professional health care
services, Paragraphs (1)(a), (b), (c) and (d)
above do not apply to "bodily injury" arising
out of providing or failing to provide first aid or
"Good Samaritan services" by any of your
retired partners, members, directors or
"employees", other than a doctor. Any such
retired partners, members, directors or
"employees" providing or failing to provide
first aid or "Good Samaritan services" during
their work hours for you will be deemed to be
acting within the scope of their employment
by you or performing duties related to the
conduct of your business.
(2) "Personal injury":
(a) To you, to your current or retired
partners or members (if you are a
partnership or joint venture), to your
current or retired members (if you are a
limited liability company), to your other
current or retired directors or
"employees" while in the course of his or
her employment or performing duties
related to the conduct of your business,
or to your other "volunteer workers"
while performing duties related to the
conduct of your business;
(b) To the spouse, child, parent, brother or
sister of that current or retired partner,
member, director, "employee" or
"volunteer worker" as a consequence of
Paragraph (2)(a) above;
(c) For which there is any obligation to share
damages with or repay someone else
who must pay damages because of the
injury described in Paragraph (2)(a) or
(b) above; or
(d) Arising out of his or her providing or
failing to provide professional health care
services.
(3) "Property damage" to property:
(a) Owned, occupied or used by; or
(b) Rented to, in the care, custody or control
of, or over which physical control is being
exercised for any purpose by;
you, any of your retired partners, members
or directors, your current or retired
"employees" or "volunteer workers", any
current partner or member (if you are a
partnership or joint venture), or any current
member (if you are a limited liability
company) or current director.
Includes copyrighted material of Insurance Services Office, Inc. with its permission.
CG D3 79 02 19
#10 -2278 - 9090
Attachment Code : D604212 Certificate ID ; 18919091
COMMERCIAL 'GENERAL LIABILITY
D. WHO IS AN INSURED - EMPLOYEES AND
VOLUNTEER WORKERS - BODILY INJURY
TO CO -EMPLOYEES, CO -VOLUNTEER
WORKERS AND RETIRED PARTNERS,
MEMBERS, DIRECTORS AND EMPLOYEES
The following is added to Paragraph 2.a.(1) of
SECTION fU — WHO IS AN INSURED:
Paragraphs (1)(a), (b) and (c) above do not
apply to "bodily injury" to a current or retired co -
"employee" while in the course of the co -
"employee's" employment by you or performing
duties related to the conduct of your business,
or to "bodily injury" to your other "volunteer
workers" or retired partners, members or
directors while performing duties related to the
conduct of your business.
E. WHO IS AN INSURED — NEWLY ACQUIRED
OR FORMED LIMITED LIABILITY COMPANIES
The following replaces Paragraph 3. of SECTION
II — WHO IS AN INSURED:
3. Any organization you newly acquire or form,
other than a partnership or joint venture, and
of which you are the sole owner or in which
you maintain an ownership interest of more
than 50%, will qualify as a Named Insured if
there is no other similar insurance available to
that organization. However:
a. Coverage under this provision is afforded
only:
(1) Until the 180th day after you acquire
or form the organization or the end
of the policy period, whichever is
earlier, if you do not report such
organization in writing to us within
180 days after you acquire or form
it; or
(2) Until the end of the policy period,
when that date is later than 180 da ys
after you acquire or form such
organization, if you report such
organization in writing to us within
180 days after you acquire or form it;
b. Coverage A does not apply to "bodily
injury" or "property damage" that
occurred before you acquired or formed
the organization; and
c. Coverage B does not apply to"personal
and advertising injury" arising out of an
offense committed before you acquired or
formed the organization.
For the purposes of Paragraph 1. of
Section II — Who Is An Insured, each such
organization will be deemed to be
designated i n the Declarations as:
a. A limited liability company;
b. An organization other than a partnership,
joint venture or limited liability company;
or
c. A trust;
as indicated in its name or the documents that
govern its structure,
F. BLANKET ADDUTUONAL INSURED
CONTROLLING INTEREST
1. The following is added to SECTION II —WHO
IS AN INSURED:
Any person or organization that has financial
control of you is an insured with respect to
liability for 'bodily injury', "property damage"
or "personal and advertising injury" that arises
out of:
a. Such financial control; or
b. Such person's or organization's
ownership, maintenance or use of
premises leased to or occupied by you.
The insurance provided to such person or
organization does not apply to structural
alterations, new construction or demolition
operations performed by or on behalf of such
person or organization.
2. The following is added to Paragraph 4. of
SECTION II — WHO IS AN INSURED:
This paragraph does not apply to any
premises owner, manager or lessor that has
financial control of you.
G. BLANKET ADDITIONAL INSURED —
MORTGAGEES, ASSIGNEES, SUCCESSORS
OR RECEIVERS
The following is added to SECTION UI — WHO IS
AN INSURED:
Any person or organization that is a mortgagee,
assignee, successor or receiver and that you
have agreed in a written contract or agreement
to include as an additional insured on this
Coverage Part is an insured, but only with
respect to its liability as mortgagee, assignee,
successor or receiver for "bodily injury",
"property damage" or "personal and advertising
injury" that
a. Is "bodily injury" or "properly damage" that
occurs, or is "personal and advertising injury"
caused by an offense that Is committed,
CG D3 79 02 19 O 2017 The Travelers Indemnity Company. All rights reserved.
Includes copyrighted material of Insurance Services Office, Inc. with its permission.
Attachment Code : D604212 Certificate ID : 18919091
COMMERCIAL GENERAL LIABILITY
subsequent to the signing of that contract or
agreement; and
b. Arises out of the ownership, maintenance or
use of the premises for which that mortgagee,
assignee, successor or receiver is required
under that contract or agreement to be
included as an additional insured on this
Coverage Part.
The insurance provided to such mortgagee,
assignee, successor or receiver is subject to the
following provisions:
a. The limits of insurance provided to such
mortgagee, assignee, successor or receiver
will be the minimum limits that you agreed to
provide in the written contract or agreement,
or the limits shown in the Declarations,
whichever are less.
b. The insurance provided to such person or
organization does not apply to:
(1) Any "bodily injury" or "property damage"
that occurs, or any "personal and
advertising injury" caused by an offense
that is committed, after such contract or
agreement is no longer in effect; or
(2) Any "bodily injury" "property damage" or
"personal and advertising injury' arising
out of any structural alterations, new
construction or demolition operations
performed by or on behalf of such
mortgagee, assignee, successor or
receiver.
H. BLANKET ADDITIONAL INSURED -
GOVERNMENTAL ENTITIES - PERMITS OR
AUTHORIZATIONS RELATING TO PREMISES
The following is added to SECTION II — WHO IS
AN INSURED:
Any governmental entity that has issued a
permit or authorization with respect to premises
owned or occupied by, or rented or loaned to,
you and that you are required by any ordinance,
law, building code or written contract or
agreement to include as an additional insured
on this Coverage Part is an insured, but only
with respect to liability for "bodily injury",
"property damage" or "personal and advertising
injury" arising out of the existence, ownership,
use, maintenance, repair, construction, erection
or removal of any of the following for which that
governmental entity has issued such permit or
authorization: advertising signs, awnings,
canopies, cellar entrances, coal holes,
driveways, manholes, marquees, hoist away
openings, sidewalk vaults, elevators, street
banners or decorations.
I. BLANKET ADDITIONAL INSURED —
GOVERNMENTAL ENTITIES — PERMITS OR
AUTHORIZATIONS RELATING TO
OPERATIONS
The following is added to SECTION II -- WHO IS
AN INSURED:
Any governmental entity that has issued a permit
or authorization with respect to operations
performed by you or on your behalf and that you
are required by any ordinance, law, building
code or written contract or agreement to include
as an additional insured on this Coverage Part is
an insured, but only with respect to liability for
"bodily injury", "property damage" or "personal
and advertising injury" arising out of such
operatic ns.
The insurance provided to such governmental
entity does not apply to:
a. Any "bodily injury", "property damage" or
"personal and advertising injury" arising out
of operations performed for the
governmental entity; or
b. Any "bodily injury" or "property damage"
included in the "products -completed
operations hazard".
J. INCIDENTAL MEDICAL MALPRACTICE
1. The following replaces Paragraph b. of the
definition of "occurrence" in the
DEFINITIONS Section:
b. An act or omission committed in
providing or failing to provide "incidental
medical services", first aid or "Good
Samaritan services" to a person, unless
you are in the business or occupation of
providing professional health care
services.
2. The following replaces the last paragraph of
Paragraph 2.a.(1) of SECTION II — WHO IS
AN INSURED:
Unless you are in the business or occupation
of providing professional health care
services, Paragraphs (1)(a), (b), (c) and (d)
above do not apply to "bodily injury" arising
out of providing or failing to provide:
(a) "Incidental medical services" by any of
your "employees" who is a nurse,
nurse assistant, emergency medical
technician, paramedic, athletic trainer,
audiologist, dietician, nutritionist,
O 2017 The Travelers Indemnity Company. All rights reserved. CG D3 79 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 2oz - #10 - 2278
Attachment Code : D604212 Certificate ID : 18919091
COMMERCIAL GENERAL LIABILITY
occupational therapist or occupational
therapy assistant, physical therapist or
speech -language pathologist; or
(b) First aid or "Good Samaritan services"
by any of your "employees" or "volunteer
workers', other than an employed or
volunteer doctor. Any such "employees"
or "volunteer workers" providing or failing
to provide first aid or "Good Samaritan
services" during their work hours for you
will be deemed to be acting within the
scope of their employment by you or
performing duties related to the conduct
of your business.
3. The following replaces the last sentence of
Paragraph 5. of SECTION III — LIMITS
OF INSURANCE:
For the purposes of determining the
applicable Each Occurrence Limit, all related
acts or omissions committed in providing or
failing to provide "incidental medical
services", first aid or "Good Samaritan
services" to any one person will be deemed
to be one "occurrence".
4. The following exclusion is added to Paragraph
2., Exclusions, of SECTION I —
COVERAGES — COVERAGE A— BODILY
INJURY AND PROPERTY DAMAGE
LIABILITY:
Sale Of Pharmaceuticals
"Bodily injury" or "property damage" arising
out of the violation of a penal statute or
ordinance relating to the sale of
pharmaceuticals committed by, or with the
knowledge or consent of the insured.
5. The following is added to the DEFINITIONS
Section:
"Incidental medical services" means:
a. Medical, surgical, dental, laboratory, x-
ray or nursing service or treatment,
advice or instruction, or the related
furnishing of food or beverages; or
b. The furnishing or dispensing of drugs or
medical, dental, or surgical supplies or
appliances.
6. The following is added to Paragraph 4.b.,
Excess Insurance, of SECTION IV —
COMMERCIAL GENERAL LIABILITY
CONDITIONS:
This insurance is excess over any valid and
collectible other insurance, whether primary,
excess, contingent or on any other basis,
that is available to any of your "employees"
for "bodily injury" that arises out of providing
or failing to provide "incidental medical
services" to any person to the extent not
subject to Paragraph 2.a.(1) of Section 1I
—Who Is An Insured.
K. MEDICAL PAYMENTS e INCREASED LIMIT
The following replaces Paragraph 7. of
SECTION III — LIMITS OF INSURANCE:
7. Subject to Paragraph 5. above, the Medical
Expense Limit is the most we will pay under
Coverage C for all medical expenses
because of "bodily injury" sustained by any
one person, and will be the higher of:
a. $1©,000; or
b. The amount shown in the Declarations of
this Coverage Part for Medical Expense
Limit.
L. AMENDMENT OF EXCESS INSURANCE
CONDITION — PROFESSIONAL LIABILITY
The following Is added to Paragraph 4.b.,
Excess Insurance, of SECTION IV —
COMMERCIAL GENERAL LIABILITY
CONDITIONS:
This insurance is excess over any of the other
insurance, whether primary, excess, contingent
or on any other basis, that is Professional
Liability or similar coverage, to the extent the
loss is not subject to the professional services
exclusion of Coverage A or Coverage B.
M. BLANKET WAIVER OF SUBROGATION —
WI-IEN REQUIRED BY WRITTEN CONTRACT
OR AGREEMENT
The following is added to Paragraph 8., Transfer Of
Rights Of Recovery Against Others To Us, of
SECTION IV COMMERCIAL GENERAL
LIABILITY CONDITIONS:
If the insured has agreed in a written contract or
agreement to waive that insured's right of
recovery against any person or organization, we
waive our right of recovery against such person
or organization, but only for payments we make
because of:
a. "Bodily injury" or "property damage" that
occurs; or
b. "Personal and advertising injury" caused by
an offense that is committed;
subsequent to the signing of that contract or
agreement.
CG D3 79 02 19 © 2017 The Travelers Indemnity Company. All rights reserved.
Includes copyrighted material of Insurance Services Office, Inc. with its permission.
Attachment Code : D604212 Certificate ID : 18919091
COMMERCIAL GENERAL LIABILITY
N. CONTRACTUAL LIABILITY — RAILROADS
1 The following replaces Paragraph c. of the
definition of "insured contract" in the
DEFINITIONS Section:
c. Any easement or license agreement;
2. Paragraph f.(1) of the definition of "insured
contract" in the DEFINITIONS Section is
deleted.
2017 The Travelers Indemnity Company. Al! rights reserved. CG D3 79 02 19 Includes copyrighted maternal of Insurance Services Office, Inc. with Its permission.
Attachment Code : D616078 Certificate ID : 18919091
TRAVELERS I
ONE TOWER SQUARE
HARTFORD CT 06183
WORKERS COMPENSATION
AND
EMPLOYERS LIABILITY POLICY
ENDORSEMENT WC 00 03 13 (00)
POLICY NUMBER: UB-7T02108A-22-43-G
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit any one not named in the Schedule.
SCHEDULE
DESIGNATED PERSON:
DESIGNATED ORGANIZATION:
ANY PERSON OR ORGANIZATION FOR WHICH THE INSURED HAS AGREED
BY WRITTEN CONTRACT EXECUTED PRIOR TO LOSS TO FURNISH THIS WAIVER.
DATE ©F ISSUE: 11-04-21 ST ASSIGhge 1100 of 1910
PAGE 1 OF1
Attachment Code : O604000 Certificate ID : 18919091
TRAVELERSJ
ONE TOWER SQUARE
HARTFORD CT 06183
WORKERS COMPENSATION
AND
EMPLOYERS LIABILITY POLICY
ENDORSEMENT WC 99 03 76 (A)
POLICY NUMBER: UB-7T02I08A-22-43-G
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS
ENDORSEMENT - CALIFORNIA
(BLANKET WAIVER)
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule.
The additional premium for this endorsement shall be 2 00 `)/0 of the California workers' compensation pre- mium.
Schedule
Person or Organization
ANY PERSON OR ORGANIZATION FOR
WHICH THE INSURED HAS AGREED
BY WRITTEN CONTRACT EXECUTED
PRIOR TO LOSS TO FURNISH THIS
WAIVER.
Job Description
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated.
(The information below is required only when this endorsement is issued subsequent to preparation of the policy.)
Endorsement Effective UB-7T02108A-22-43-G Policy No. Endorsement No.
Insured Premium
Insurance Company
Countersigned by
DATE OF ISSUE: 10-18-21 ST ASSIGN: Page 1 of 1
Attachment Code : D604269 Certificate ID : 1$919091
POLICY NUMBER: 810-7T0196SA-22-43-G
COMMERCIAL AUTO
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BUSINESS AUTO EXTENSION ENDORSEMENT
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
GENERAL DESCRIPTION OF COVERAGE — This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to the Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general cover- age description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this en- dorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered.
A. BROAD FORM NAMED INSURED
B. BLANKET ADDITIONAL INSURED
C. EMPLOYEE HIRED AUTO
D. EMPLOYEES AS INSURED
E. SUPPLEMENTARY PAYMENTS - INCREASED
LIMITS
F. HIRED AUTO — LIMITED WORLDWIDE COV-
ERAGE — INDEMNITY BASIS
G. WAIVER OF DEDUCTIBLE — GLASS
PROVISIONS
A. BROAD FORM NAMED INSURED
The following is added to Paragraph A.1., Who Is
An Insured, of SECTION II — COVERED AUTOS
LIABILITY COVERAGE:
Any organization you newly acquire or form dur-
ing the policy period over which you maintain
50% or more ownership interest and that is not
separately insured for Business Auto Coverage.
Coverage under this provision is afforded only un-
til the 180th day after you acquire or form the or-
ganization or the end of the policy period, which-
ever is earlier.
B. BLANKET ADDITIONAL INSURED
The following is added to Paragraph c. in A.1.,
Who Is An Insured, of SECTION II — COVERED
AUTOS LIABILITY COVERAGE:
Any person or organization who is required under
a written contract or agreement between you and
that person or organization, that is signed and
executed by you before the "bodily injury" or
"property damage" occurs and that is in effect
during the policy period, to be named as an addi-
tional insured is an "insured" for Covered Autos
Liability Coverage, but only for damages to which
CA T3 53 02 15
H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF
USE - INCREASED LIMIT
I. PHYSICAL DAMAGE - TRANSPORTATION
EXPENSES - INCREASED LIMIT
J. PERSONAL PROPERTY
K. AIRBAGS
L. NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS
M. BLANKET WAIVER OF SUBROGATION
N. UNINTENTIONAL ERRORS OR OMISSIONS
this insurance applies and only to the extent that
person or organization qualifies as an "insured"
under the Who Is An Insured provision contained
in Section II.
C. EMPLOYEE HIRED AUTO
1. The following is added to Paragraph A.1.,
Who Is An insured, of SECTION II — COV-
ERED AUTOS LIABILITY COVERAGE:
An "employee" of yours is an "insured" while
operating an "auto" hired or rented under a
contract or agreement in an "'employee's"
name, with your permission, while performing
duties related to the conduct of your busi-
ness.
2. The following replaces Paragraph b. in B.5.,
Other Insurance, of SECTION IV — BUSI-
NESS AUTO CONDITIONS:
b. For Hired Auto Physical Damage Cover-
age, the following are deemed to be cov-
ered "autos" you own:
(1) Any covered "auto" you lease, hire,
rent or borrow; and
(2) Any covered "auto" hired or rented by
your "employee" under a contract in
an "employee's" name, with your
2015 The Travelers Indemnity Company. All rights reserved. Page 1 of 4 Includes copyrighted material of Insurance Services Office, tnc. with its permission.
AttachtneAt Code : D604269 Certificate ID : 18919091
COMMERCIAL AUTO
permission, while performing duties
related to the conduct of your busi-
ness.
However, any "auto" that is leased, hired,
rented or borrowed with a driver is not a
covered "auto".
D. EMPLOYEES AS INSURED
The following is added to Paragraph A.1., Who is
An Insured, of SECTION II — COVERED AUTOS
LIABILITY COVERAGE:
Any "employee" of yours is an "insured" while us-
ing a covered "auto" you don't own, hire or borrow
in your business or your personal affairs.
E. SUPPLEMENTARY PAYMENTS — INCREASED
LIMITS
1. The following replaces Paragraph A.2.a.(2),
of SECTION II — COVERED AUTOS LIABIL-
ITY COVERAGE:
(2) Up to $3,000 for cost of bail bonds (in-
cluding bonds for related traffic law viola-
tions) required because of an "accident"
we cover. We do not have to furnish
these bonds.
2. The following replaces Paragraph A.2.a.(4),
of SECTION II — COVERED AUTOS LIABIL-
ITY COVERAGE:
(4) All reasonable expenses incurred by the
"insured" at our request, including actual
loss of earnings up to $500 a day be-
cause of time off from work.
F. HIRED AUTO - LIMITED WORLDWIDE COV-
ERAGE - INDEMNITY BASIS
The following replaces Subparagraph (5) in Para-
graph 8.7., Policy Period, Coverage Territory,
of SECTION IV — BUSINESS AUTO CONDI-
TIONS:
(5) Anywhere in the world, except any country or
jurisdiction while any trade sanction, em-
bargo, or similar regulation imposed by the
United States of America applies to and pro-
hibits the transaction of business with or
within such country or jurisdiction, for Cov-
ered Autos Liability Coverage for any covered
"auto" that you lease, hire, rent or borrow
without a driver for a period of 30 days or less
and that is not an "auto" you lease, hire, rent
or borrow from any of your "employees",
partners (if you are a partnership), members
(if you are a limited liability company) or
members of their households.
(a) With respect to any claim made or "suit"
brought outside the United States of
America, the territories and possessions
of the United States of America, Puerto
Rico and Canada:
(i)
You must arrange to defend the "in-
sured" against, and investigate or set-
tle any such daim or "suit" and keep
us advised of all proceedings and ac-
tions.
(II) Neither you nor any other involved
"insured" will make any settlement
without our consent.
(Iii) We may, at our discretion, participate
in defending the "insured" against, or
in the settlement of, any claim or
"suit",
(Iv) We will reimburse the "insured" for
sums that the "insured" legally must
pay as damages because of "bodily
injury" or "property damage" to which
this insurance applies, that the "in-
sured" pays with our consent, but
only up to the limit described in Para-
graph C., Limits Of Insurance, of
SECTION II — COVERED AUTOS
LIABILITY COVERAGE.
(v) We will reimburse the "insured" for
the reasonable expenses incurred
with our consent for your investiga-
tion of such claims and your defense
of the "insured" against any such
"suit", but only up to and included
within the limit described in Para-
graph C., Limits Of Insurance, of
SECTION II — COVERED AUTOS
LIABILITY COV€RAGE, and not in
addition to such limit. Our duty to
make such payments ends when we
have used up the applicable limit of
insurance in payments for damages,
settlements or defense expenses.
(b) This insurance is excess over any valid
and collectible other insurance available
to the "insured" whether primary, excess,
contingent or on any other basis.
(c) This insurance is not a substitute for re-
quired or compulsory insurance in any
country outside the United States, its ter-
ritories and possessions, Puerto Rico and
Canada.
Includes copyrighted material of Insurance Services Office, inc. with its permission.
CA T3 53 0215
Attachment Code : D604269 Certificate ID : 18919091
COMMERCIAL AUTO
You agree to maintain all required or
compulsory insurance in any such coun-
try up to the minimum limits required by
local law. Your failure to comply with
compulsory insurance requirements will
not invalidate the coverage afforded by
this policy, but we will only be liable to the
same extent we would have been liable
had you complied with the compulsory in-
surance requirements.
(d) It is understood that we are not an admit-
ted or authorized insurer outside the
United States of America, its territories
and possessions, Puerto Rico and Can-
ada. We assume no responsibility for the
furnishing of certificates of insurance, or
for compliance in any way with the laws
of other countries relating to insurance.
G. WAIVER OF DEDUCTIBLE — GLASS
The following is added to Paragraph D., Deducti-
ble, of SECTION III — PHYSICAL DAMAGE
COVERAGE:
No deductible for a covered "auto" will apply to
glass damage if the glass is repaired rather than
replaced.
H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF
USE — INCREASED LIMIT
The following replaces the last sentence of Para-
graph A.4.b., Loss Of Use Expenses, of SEC-
TION III — PHYSICAL DAMAGE COVERAGE:
However, the most we will pay for any expenses
for loss of use is $65 per day, to a maximum of
$750 for any one "accident".
I. PHYSICAL DAMAGE — TRANSPORTATION
EXPENSES — INCREASED LIMIT
The following replaces the first sentence in Para-
graph A.4.a., Transportation Expenses, of
SECTION III -- PHYSICAL DAMAGE COVER-
AGE:
We will pay up to $50 per day to a maximum of
$1,500 for temporary transportation expense in-
curred by you because of the total theft of a cov-
ered "auto" of the private passenger type.
J. PERSONAL PROPERTY
The following is added to Paragraph A.4., Cover-
age Extensions, of SECTION III - PHYSICAL
DAMAGE COVERAGE:
Personal Property
We will pay up to $400 for "loss" to wearing ap-
parel and other personal property which is:
(1) Owned by an "insured"; and
(2) In or on your covered "auto".
This coverage applies only in the event of a total
theft of your covered "auto".
No deductibles apply to this Personal Property
coverage.
K. AIRBAGS
The following is added to Paragraph B.3., Exclu-
sions, of SECTION III - PHYSICAL DAMAGE
COVERAGE:
Exclusion 3.a. does not apply to "loss" to one or
more airbags in a covered "auto" you own that in-
flate due to a cause other than a cause of "loss"
set forth in Paragraphs A.1.b. and A.1.c., but
only:
a. If that "auto" is a covered "auto" for Compre-
hensive Coverage under this policy;
b. The airbags are not covered under any war-
ranty; and
c. The airbags were not intentionally inflated.
We will pay up to a maximum of $1,000 for any
one "loss".
L. NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS
The following is added to Paragraph A.2.a., of
SECTION IV - BUSINESS AUTO CONDITIONS:
Your duty to give us or our authorized representa-
tive prompt notice of the "accident" or "loss" ap-
plies only when the "accident" or "loss" is known
to:
(a) You (if you are an individual);
(b) A partner (if you are a partnership);
(c) A member (if you are a limited liability com-
pany);
(d) An executive officer, director or insurance
manager (if you are a corporation or other or-
ganization); or
(e) Any "employee" authorized by you to give no-
tice of the "accident" or "loss".
M. BLANKET WAIVER OF SUBROGATION
The following replaces Paragraph A.5., Transfer
Of Rights Of Recovery Against Others To Us,
of SECTION IV — BUSINESS AUTO CONDI-
TIONS :
5. Transfer Of Rights Of Recovery Against
Others To Us
We waive any right of recovery we may have
against any person or organization to the ex-
tent required of you by a written contract
signed and executed prior to any "accident"
or "loss", provided that the "accident" or "loss"
arises out of operations contemplated by
CA T3 53 02 15 © 2015 The Travelers Indemnity Company. M rights reserved.
Includes copyrighted material of Insurance Services Office, Inc, with its permission.
Attachment Code : D604269 Ceitificate ID : 18919091
COMMERCIAL AUTO
such contract. The waiver applies only to the
person or organization designated in such
contract.
N. UNINTENTIONAL ERRORS OR OMISSIONS
The following is added to Paragraph B.2., Con-
cealment, Misrepresentation, Or Fraud, of
SECTION IV — BUSINESS AUTO CONDITIONS:
The unintentional omission of, or unintentional
error in, any information given by you shall not
prejudice your rights under this insurance. How-
ever this provision does not affect our right to col-
lect additional premium or exercise our right of
cancellation or non -renewal.
Includes copyrighted material of Insurance Services Office, Inc. with its permission.
CA T3 53 0215
- #10 2278 - 9095
ONTINUATION OCSCRSPTAON OF oPERATlONS1LOCATIONSNEMCLEsIEXCwUSIONS ADDED SY ENDORSEMENT/SPECUU. PROVISIONS (Use only if more space la required) A Waiver of Subrogation is granted in favor of City of Beaumont its directors, officials, officers, employees, -gents and volunteers in accordance with the policy provisions of the General Liability, Automobile Liability hd Workers" Compensation & Employers Liability policies. .CORD 25 (2016103) Certificate Holder lD: 18919091
Attachment Code : D604165 Certificate ID : 18919091
POLICY NUMBER: P-630-7T016289-TIL-22
COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED. WRITTEN
CONTRACTS (ARCHITECTS, ENGINEERS AND
SURVEYORS)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
1. The following is added to SECTION II — WHO IS
AN INSURED:
Any person or organization that you agree in a
"written contract requiring insurance to include as
an additional insured on this Coverage Part, but:
a. Only with respect to liability for "bodily injury",
"property damage" or "personal injury", and
b. If, and only to the extent that, the injury or
damage is caused by acts or omissions of
you or your subcontractor in the performance
of "your work" to which the "written contract
requiring insurance" applies. The person or
organization does not qualify as an additional
insured with respect to the independent acts
or omissions of such person or organization .
The insurance provided to such additional insured
is limited as follows:
c. In the event that the Limits of Insurance of
this Coverage Part shown in the Declarations
exceed the limits of liability required by the
"written contract requiring insurance", the in-
surance provided to the additional insured
shall be limited to the limits of liability required
by that "written contract requiring insurance".
This endorsement shall not increase the Ii mits
of insurance described in Section III — Limits
Of Insurance.
d. This insurance does not apply to the render-
ing of or failure to render any "professional
services" or construction management errors
or omissions.
e. This insurance does not apply to "bodily in-
jury" or "property damage" caused by "your
work" and included in the "products -
completed operations hazard" unless the
"written contract requiring insurance" specifi-
cally requires you to provide such coverage
for that additional insured, and then the insur-
ance provided to the additional insured ap-
plies only to such "bodily injury" or "property
damage" that occurs before the end of the pe-
riod of time for which the "written contract re-
quiring insurance" requires you to provide
such coverage or the end of the policy period,
whichever is earlier.
2. The following is added to Paragraph 4.a. of SEC-
TION IV — COMMERCIAL GENERAL LIABILITY
CONDITIONS:
The insurance provided to the additional insured
is excess over any valid and collectible "other in-
surance", whether primary, excess, contingent or
on any other basis, that is available to the addi-
tional insured for a loss we cover. However, if you
specifically agree in the "written contract requiring
insurance" that this insurance provided to the ad-
ditional insured under this Coverage Part must
apply on a primary basis or a primary and non-
contributory basis, this insurance is primary to
"other insurance" available to the additional in-
sured which covers that person or organization as
a named insured for such loss, and we will not
share with that "other insurance'. But this insur-
ance provided to the additional insured still is ex-
cess over any valid and collectible "other insur-
ance", whether primary, excess, contingent or on
any other basis, that is available to the additional
insured when that person or organization is an
additional insured under any "other insurance".
3. The following is added to SECTION IV — COM-
MERCIAL GENERAL LIABILITY CONDITIONS:
Duties Of An Additional Insured
As a condition of coverage provided to the addi-
tional insured:
a. The additional insured must give us written
notice as soon as practicable of an "occur-
rence" or an offense which may result in a
claim. To the extent possible, such notice
should include:
CG D4 14 04 08 © 2008 The Travelers Companies, inc.
Attachment Code ; D604165 Certificate ID : 18919091
COMMERCIAL GENERAL LIABILITY
POLICY NUMBER: P-630-7T016289-TIL-22
I. How, when and where the "occurrence"
or offense took place;
II. The names and addresses of any injured
persons and witnesses; and
The nature and location of any injury or
damage arising out of the "occurrence" or
offense.
b. If a claim is made or "suit" is brought against
the additional insured, the additional insured
must:
i. Immediately record the specifics of the
claim or "suit" and the date received; and
ii. Notify us as soon as practicable.
The additional insured must see to it that we
receive written notice of the claim or "suit" as
soon as practicable.
c. The additional insured must immediately send
us copies of all legal papers received in con-
nection with the claim or "suit", cooperate with
us in the investigation or settlement of the
claim or defense against the "suit", and oth-
erwise comply with all policy conditions.
d. The additional insured must tender the de-
fense and indemnity of any claim or "suit" to
any provider of other insurance which would
cover the additional insured for a loss we
cover. However, this condition does not affect
whether this insurance provided to the addi-
tional insured is primary to that other insur-
ance available to the additional insured which
covers that person or organization as a
named insured.
4. The following is added to the DEFINITIONS Sec-
tion:
"Written contract requiring insurance" means that
part of any written contract or agreement under
which you are required to include a person or or-
ganization as an additional insured on this Cover-
age Part, provided that the "bodily injury" and
"property damage" occurs and the "personal in-
jury" is caused by an offense committed:
a. After the signing and execution of the contract
or agreement by you;
b. While that part of the contract or agreement is
in effect; and
c. Before the end of the policy period.
CG D4 14 04 08
BEAUMONT
-C A L I F O R N A -
Staff Report
TO: Honorable Mayor and Members of the City Council
FROM: Thaxton Van Belle, Director of Water Reclamation
BY: Sunshine Sanchez, Management Analyst
DATE: May 5, 2026
SUBJECT: Approve a Purchase Order Increase for the Variable Frequency Drive (VFD) Program
Description: Request for authorization to utilize additional funds within the existing Capital Improvement Project (CIP ISFWW-02) to expand the Variable Frequency Drive (VFD) Program.
Background and Analysis:
On June 21, 2022, City Council approved the Capital Improvement Project ISFWW-02 in the amount of $250,000, which included the purchase of Variable Frequency Drives (VFDs). This program was established to allow the City to replace failing units and maintain a limited inventory of spares, thereby reducing the risk of extended downtime, costly rental equipment, and potential service disruptions.
On August 26, 2022, City Council approved the purchase of VFD units from the City's contracted SCADA integration and controls engineer, SKM Engineering, in an amount not to exceed $53,000.
Since that time, staff have continued coordination with SKM Engineering to further evaluate system requirements, including compatibility across multiple lift stations, equipment availability, and updated pricing. Through this detailed assessment, staff has identified additional critical VFD units necessary to adequately support system operations and improve overall reliability.
To ensure adequate spare inventory, minimize operational risk, and maintain system reliability, additional funding is needed to continue the VFD program at an appropriate level.
The original approved amount for SKM Engineering was not to exceed $53,000. The requested increase brings the total amount to $70,495. Staff request authorization to
utilize an additional $17,495. from the existing CIP ISFWW-02 budget to cover the purchase of additional VFD units, associated tax, and freight.
Fiscal Impact:
The funds will be allocated from within the approved CIP ISFWW-02 budget.
The estimated cost to prepare this report is $250.
Recommended Action:
Approve a Purchase Order increase in the amount of $17,495 to SKM Engineering for the purchase of additional Variable Frequency Drive units under CIP ISFWW-02.
Attachments:
A. Purchase Order Change Form
-C A L I F O P N I A -
PURCHASE ORDER
CHANGE REQUEST
*ORANGE= REQUESTING DEPT.
*GREEN= FINANCE
*PURPLE= APPROVER
PART I: (Completed by Recuesting Department)
Requesting
Department:
Wastewater
Vendor Name:
SKM Engineering
g 9
Purchase Order#:
22231294-R3
Is this a regulatory
cost?:
Product or Service
related to this P.O:
Project I S FWW-02
VFD P ro
Original Purchase
Order Amount:
$2 521 .90
Original Account
Allocation #:
New Purchase Order
Amount:
17 494.16
1 New Account
Allocation #:
Why is the change
order occurring?
To cover the invoice for VFD in the amount of $17,990.92 out of Project ISFWVV-02.
Is the new amount to
add funds to the total
of P.0 or for
individual line items?
Add funds to the total of PO
What was the original
budgeted
amount that this
Purchase order was a
cart of?
$2,521.90
Does the current
budgeted amount
cover the
newly amended P.O.
amount?
Yes
Does this PO change
constitute a change
in the Contract?
No
Requesting
Department Head
Signature:
Date:
7�
PART II. (Corn )leted by Finance dept.,
Date received and by:
Comments:
Finance Department
Head Signature:
Date:
PART III. Completed by the City Mangier or City Council as the approver) Approver Signature:
Date:
BEAUMONTA -C A L I F O R N -
Staff Report
TO: Honorable Mayor and Members of the City Council
FROM: Robert L. Vestal, City Engineer I Public Works Director BY: Hugo Escobedo, Senior Engineer
DATE: May 5, 2026
SUBJECT: Performance Bond Exoneration for Olivewood Street and Storm Drain Improvements
Description: Performance Bond Exoneration for Street and Storm Drain Improvements associated with Olivewood Tract Map No. 27971.
Background and Analysis:
The City requires all developers to provide construction security for public improvements consisting of, but not limited to, street improvements, sewer improvements, storm drain improvements, and survey monumentation. After the improvements are constructed, City staff verifies that no liens have been filed, that the improvements are completed in accordance with the project's conditions of approval, design standards, and City requirements, and that all punch list items have been addressed. Once verified, the City Council may exonerate the construction security and accept a one-year maintenance security.
During the one-year maintenance period, the developer maintains all associated improvements. After the one-year term has elapsed, the developer may petition the City Council to accept the improvements into the publicly maintained system and exonerate the maintenance security.
The principals are requesting that the performance and payment bonds listed in Table No. 1 be exonerated and that the City Council accept the corresponding maintenance bond for a period not less than one year.
City staff has verified that the improvements were constructed in accordance with the project's conditions of approval, design standards, and City requirements and that all punch list items have been addressed.
Table No. 1 — Bond Summary
Project
Performance
Bond Number
Improvement
Type
File
Number
Maintenance Bond
Number
Principal
Tract Map
No. 27971
1001054050
Street, Storm
Drain
3121,
3122,
3130
1001054050-M
RSI
Communities
— California
LLC
Therefore, City staff recommends that the City Council accept the maintenance security and authorize City staff to issue a bond exoneration letter for the performance and payment bonds.
Fiscal Impact:
The cost of preparing the staff report is estimated to be $350.
The principal maintains all associated improvements during the maintenance period.
The City is not liable for public improvement maintenance until the public improvements are accepted into the City's publicly maintained system.
Recommended Action:
Authorize City staff to issue a Bond Exoneration Letter for Performance and Payment Bonds and Accept Maintenance Bonds for (Project / Performance Bond Number / Improvement / Maintenance Bond Number):
• Tract Map No. 27971 / 1001054050 / Street, Storm Drain / 1001054050-M Attachments:
A. PW2023-1029 — TR 27971 Bond -x Package
BEAUMONT
Gawnift
City of Beaumont
550 E. 6th Street
Beaumont, CA 92223
(951) 769-8520
www.ci.beaumont.ca.us
Case No. PW2O23-IO29
Receipt No. 801321310
Fee$ a`1gLi.Y3. -
Date Paid .571 $/23
BOND EXONERATION APPLICATION
Bond Type: ®Performance ['Maintenance ['Final Monument Inspection ['Other:
1. Contact's Name Darren Bolton
2. Contact's Address 6440 OAk Canyon Suite 200 Irvine Ca 92618
5. Contact's [email protected]
3. Developer Name Talyor Morrison Phone
(If corporation or partnership application must include names of principal officers or partners)
4. Developer Address 6440 Oak Canyon Suite 200
City/St/Zip
5. Description of Bonds (including Bond Number, Tract Map/Application number, Lot number, and description of improvements covered):
IB 2797' I nop Rrl Street_lmprnvRmPn-$D.rainagR
Rnnri# 1OO1Q54Ofp
I liuewood_La rkw iy ISL_Cnstellal.ane
Phone951 704 5503
City/State/Zip
6. CERTIFICATION OF ACCURACY AND COMPLETENESS: I hereby certify that to the best of my lanowledge the information in this application and all attached answers and exhibits are true, complete, and correct.
Darren Bolton
Print Name and Sign — Contact/Applicant
/G -2S
Date
7. Contractor shall indemnify, defend, and hold harmless the City and its officers, officials, employees and volunteers from and against any and all liability, loss, damage, expense, costs (including without limitation costs and fees of litigation) of every nature arising out of or in connection with contractor's performance of work hereunder or its failure to comply with any of its obligations for which this Bond exoneration is requested, except for such loss or damage which was caused by the active negligence of the City.
Darren Bolton
Print Name and Sign — Contact/Applicant Date
8. Developer/Contractor has completed all the following items prior to requesting release or has included them in the application.
• Remove and replace concrete and AC as needed where lifting. • Provide AC crack fill as needed. Crack fill/seal shall be hot asphaltic emulsion. • Provide Type II slurry coat for all road surfaces.
• Restore/Verify pavement striping/markings.
• Restore/Verify blue dots and signage as needed.
• Clean and camera sewer. Provide report and video copy of camera survey. • Provide all final geotechnical reports.
• Provide Engineers' certification for line and grade within Right -of -Way. • Provide Landscape Architects Certification as required.
Darren Bolton
Print Name and Sign — Contact/Applicant Date
BEAUMONT
Punch List
Project Name: Olivewood — Olivewood Pkwy. / Costello Ln.
Tract No. 27971
PW 2023-1029
Bond No. 1001054050
Drainage Bond Line B
Inspected By: Alex Stanko
Page: 1 Date: June 5, 2023/1-14-25/
2-4-25
Item
No. Description
Completed by
Construction
(Sign/Date)
Accepted by
(Sign/Date)
1 Provide updated as-builts w/ street names.
Alex Stanko
01/14/2025
Alex Stanko
01/14/2025
2 Sevilla / Bonavento — MH Lid needs
adjustment on easement.
Alex Stanko
02/04/2025
Alex Stanko
02/04/2025
3 Sevilla / Tuscany — Could not locate MH on
easement.
Alex Stanko
02/04/2025
Alex Stanko
02/04/2025
4 Cascina / Cornelia — Clean inlet at cul-de-
sac.
Alex Stanko
02/04/2025
Alex Stanko
02/04/2025
5 Cascina / Sicily — Clean inlet at cul-de-sac.
Alex Stanko
02/04/2025
Alex Stanko
02/04/2025
6 Could not open 2 MHs (Storm Drain) on
Barolo Way for inspection.
Alex Stanko
02/04/2025
Alex Stanko
02/04/2025
[COMPANY NAME]
BEAUMONT
Punch List
Project Name: Olivewood — Olivewood Pkwy. / Costello Ln.
Tract No. 27971
PW 2023-1029
Bond No. 1001054050
Drainage Bond Line A
Inspected By: Alex Stanko
Page: 1 Date: June 7, 2023/1-14-25/
2-4-25
Item
No. Description
Completed by
Construction
(Sign/Date)
Accepted by
(Sign/Date)
1 Provide updated as-builts w/ street names.
Alex Stanko
01/14/2025
Alex Stanko
01/14/2025
2 Remove silt barriers & rock bags from
inlets.
Alex Stanko
02/04/2025
Alex Stanko
02/04/2025
3 Repair lid/ring on MH across from 36800
Arrieta Way.
Alex Stanko
02/04/2025
Alex Stanko
02/04/2025
4 Could not open MH on Olivewood Way for
inspection, behind Lot 5 (Sheet 12).
Alex Stanko
02/04/2025
Alex Stanko
02/04/2025
5 Could not open MH for inspection @
intersection of Amici & Olivewood Way.
Alex Stanko
02/04/2025
Alex Stanko
02/04/2025
6 Could not open MH for inspection @
intersection of Olivewood Way &
M onteme ra no.
Alex Stanko
02/04/2025
Alex Stanko
02/04/2025
[COMPANY NAME]
Punch List
Project Name: Olivewood — Olivewood Pkwy. / Costello Ln.
Tract No. 27971
PW 2023-1029 Bond No. 1001054050
Street Improvement Bond
Inspected By: Alex Stanko Page: 1 Date: 7-11-23/1-14-25/4-1- 25/3-9-26/
Item
Description
No.
Completed by
Construction
(Sign/Date)
Accepted by
(Sign/Date)
R&R Curb/ Gutter in multiple areas on all Alex Stanko
1 streets per RIVCO Std. No. 200.
4-1-25
Alex Stanko
4-1-25
2 R&R Sidewalk in multiple areas on all
streets per RIVCO Std. No. 401.
Alex Stanko
4-1-25
Alex Stanko
4-1-25
3 All streetlights are less than the minimum
of 18" from Face of Curb.
Alex Stanko
4-1-25
Alex Stanko
4-1-25
4 Missing Curb Ramp Case C per Sheet 6.
Alex Stanko
3/9/26
Alex Stanko
3/9/26
5 Crack fill/ Slurry seal with Type II on all
streets.
Alex Stanko
3/9/26
Alex Stanko
3/9/26
6 Items 14 & 15 missing, cannot locate per
Sheet 7.
Alex Stanko
3/9/26
Alex Stanko
3/9/26
7 Items 14 & 15 missing, cannot locate per
Sheet 15.
Alex Stanko
3/9/26
Alex Stanko
3/9/26
8 Thermoplastic "STOP" Pavement Marking
per 2014 CA MUTCD, FIG 3B-23(CA).
Alex Stanko
3/9/26
Alex Stanko
3/9/26
9 Apply Thermoplastic White limit line per
M.U.T.C.D., CA Supplement, FIG. 3B-103
Alex Stanko
3/9/26
Alex Stanko
3/9/26
10 Curb ramps not installed @ Ligura Ln.
(Sheet 9)
Alex Stanko
4-1-25
Alex Stanko
4-1-25
[COMPANY NAME]
Punch List
Project Name: Olivewood — Olivewood Pkwy. / Costello Ln.
Tract No. 27971
PW 2023-1029
Bond No. 1001054050
Street Improvement Bond
Inspected By: Alex Stanko
Page: 1
Date: 7-11-23/1-14-25/4-1-
25/3-9-26/
11 Install RPMs at each fire hydrant location.
Alex Stanko
3/9/26
Alex Stanko
3/9/26
12 Streetlight not working @ Cosentino /
Costello (Southside). See Sheet 9.
Alex Stanko
4-1-25
Alex Stanko
4-1-25
13 Streetlight not working @ Passive Park Site
Clubhouse (Southside). See Sheet 8.
Alex Stanko
3/9/26
Alex Stanko
3/9/26
14 Provide updated as-builts w/ street names.
Alex Stanko
01/14/2025
Alex Stanko
01/14/2025
[COMPANY NAME]
Bond N.: 1001054050-M
MAINTENANCE BOND
WHEREAS, the City of Beaumont ("City"), a municipal corporation, and RSI Communities - California LLC (hereinafter "Principal"), have entered into an agreement by which Principal agrees to install and complete certain designated public improvements and to guarantee and warrant the work for the period of one year following its completion and acceptance, which said agreement, dated March 17. 2026 , and identified as OlivewoodTR27971 Loop Road Street Improvements is hereby referred to and made a part hereof; and:
WHEREAS, Principal is required under the terms of the agreement to furnish a bond to guarantee and warrant the work for a period of one year following its completion and acceptance against any defective work or labor done, or defective materials furnished, to comply with the terms of the agreement.
NOW, THEREFORE, we, the Principal and American Contractors Indemnity Company ("Surety") admitted and duly authorized to transact business under the laws of the State of California as surety, are held and firmly bound unto the City of Beaumont as obligee, in thepenal sum of seven hundred five ousand four dollars g hundred twenty one ana i s!i o0
($ 705,421.13 ) lawful money of the United States, for the payment of which sum well and truly to be made, we bind ourselves, our heirs, successors, executors, and administrators, jointly and severally, firmly by these presents.
The condition of this obligation is such that if the above bounded Principal, his or its heirs, executors, administrators, successors or assigns, shall in all things stand to and abide by, provisions in the agreement and any alteration thereof made as therein provided, on his or its part to be kept and performed at the time and in the manner therein specified, and in all respects according to their true intent and meaning, and shall indemnify and save harmless the City of Beaumont, its officers, agents and employees, as therein stipulated, then this obligation shall become null and void; otherwise it shall be and remain in full force and effect,
As a condition precedent to the satisfactory completion of the agreement, the obligation of the Principal and surety under this bond shall remain in effect for a period of one (1) year after the completion and acceptance of the work. During that time, if the Principal or his or its heirs, executors, administrators, successors or assigns, fails to make full, complete and satisfactory repair and replacement or totally protect the City from any loss or damage made evident during that year which results from or is caused by either defective materials or faulty workmanship in the prosecution of the work, then the obligation shall remain in full force and effect. However, anything in this paragraph to the contrary notwithstanding, the obligation of the Surety shall continue so long as any obligation of the Principal remains.
As a part of the obligation secured hereby and in addition to the face amount specified therefor, there shall be included costs and reasonable expenses and fees, including reasonable attorney's fees, incurred by the City of Beaumont in successfully enforcing such obligation, all to be taxed as costs and included in any judgment rendered.
The Surety hereby stipulates and agrees that no change, extension of time, alteration or addition to the terms of the agreement or to the work to be performed thereunder or the specifications accompanying the same shall in anywise affect its obligations under this bond, and it does hereby waive notice of any such change, extension of time, alteration or addition to the terms of the agreement or to the work or to the specifications. The Surety waives all rights of subrogation against the City or any person employed by the City.
[signatures on following page]
SIGNED AND SEALED THIS 24th DAY OF March 20 26
(Seal)
SURETY American Contractors Indemnity Company
By:
(Name)
Jennifer Ochs
(Title)
Attorney -in -Fact
(Address)
777 S. Ficueroa St., Ste. 5200
Los Ange
es, CA 900
7 (Seal)
PRINCIPAL RLI C unities - Calm? is LLC
By:
(Name)
¶ r1 '
(Title)
\h
(Address)
6440 Oak Canyon, Suite 200
Irvine, CA 92618
ALL SIGNATURES MUST BE ACKNOWLEDGED BY A NOTARY PUBLIC
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
CIVIL CODE § 1189
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
State of California
County of LOS ANGELES
On MAR: 2 4 2026 before me, MARINA TAPIA, NOTARY PUBLIC Date
Here Insert Name and Title of the Officer
personally appeared JENNIFER OCHS
Name(s) of Signer(s)
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws
of the State of California that the foregoing paragraph is true and correct.
MARINA TAPIA
Notary Public • California
Los Angeles County
Commission 11 2500058
My Comm, Expires Oct 7, 2028
Place Notary Seal Above
WITNESS my hand and official seal.
Signature
OPTIONAL
Signature of Notary Public
Though this section is optional, completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document.
Description of Attached Document
Title or Type of Document: Document Date:
Number of Pages: Signer(s) Other Than Named Above:
Capacity(ies) Claimed by Signer(s)
Signer's Name:
❑ Corporate Officer — Title(s):
❑ Partner — ❑ Limited ❑ General
L:i Individual ❑ Attorney in Fact
LI Trustee ❑ Guardian or Conservator
❑ Other:
Signer Is Representing:
Signer's Name:
7 Corporate Officer — Title(s):
L Partner — A Limited ❑ General
❑ Individual ❑ Attorney in Fact
❑ Trustee ❑ Guardian or Conservator
❑ Other:
Signer Is Representing:
©2014 National Notary Association • www.NationalNotary.org • 1 -800 -US NOTARY (1-800-876-6827) Item #5907
ACKNOWLEDGMENT
A notary public or other officer completing this
certificate verifies only the identity of the individual who signed the document to which this certificate is
attached, and not the truthfulness, accuracy, or
validity of that document.
State of California
County of Orange
on March 27, 2026 before me, Charnette Neal, Notary Public (insert name and title of the officer)
personally appeared Sean Doyle
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature C (Seal)
r":777:7-'4" .." -"-';1'-'12
CHARNETTE NEAL
s �`� COMM. # 2416701 73
NOTARY PUBLIC -CALIFORNIA
ORANGE COUNTY N
-4k, / MY C0MNI, EXP. SEPT 18, 2426
TOKIO MARINE
HCC
POWER OF ATTORNEY
AMERICAN CONTRACTORS INDEMNITY COMPANY TEXAS BONDING COMPANY UNITED STATES SURETY COMPANY U.S. SPECIALTY INSURANCE COMPANY KNOW ALL MEN BY THESE PRESENTS: That American Contractors Indemnity Company, a California corporation, Texas Bonding Company, an assumed name of American Contractors Indemnity Company, United States Surety Company, a Maryland corporation and U.S. Specialty Insurance Company, a Texas corporation (collectively, the "Companies"), do by these presents make, constitute and appoint: Aidan Smock, Randi Tepper, MB Neely, Janina Monroe, Jennifer Ochs, Charles R. Teter, I I I , B Aleman, D Garcia, Edward C. Spector, KD Wapato, Erin Brown, Marina Tapia, Ethan Spector, Sarah Campbell, Rachel A. Mullen, Sandra Corona, Jaren A. Marx, Alysha Mendoza, Maegen I. Allhands, Yesica Perez or Jason Fomenko of Los Angeles, California its true and lawful Attorney(s)-in-fact, each in their separate capacity if more than one is named above, with full power and authority hereby conferred in its name, place and stead, to execute, acknowledge and deliver any and all bonds, recognizances, undertakings or other instruments or contracts of suretyship to include riders, amendments, and consents of surety, providing the bond penalty does not exceed *****UNLIMITED"""""` Dollars ( ***$UNLIMITED*** ).
This Power of Attorney shall expire without further action on January 31st 2028. This Power of Attorney is granted under and by authority of the following resolutions adopted by the Boards of Directors of the Companies:
Be it Resolved, that the President, any Vice -President, any Assistant Vice -President, any Secretary or any Assistant Secretary shall be and is hereby vested with full power and authority to appoint any one or more suitable persons as Attorney(s)-in-Fact to represent and act for and on behalf of the Company subject to the following provisions:
Attorney -in -Fact may be given full power and authority for and in the name of and on behalf of the Company, to execute, acknowledge and deliver, any and all bonds, recognizances, contracts, agreements or indemnity and other conditional or obligatory undertakings, including any and all consents for the release of retained percentages and/or final estimates on engineering and construction contracts, and any and all notices and documents canceling or terminating the Company's liability thereunder, and any such instruments so executed by any such Attorney -in -Fact shall be binding upon the Company as if signed by the President and sealed and effected by the Corporate Secretary.
Be it Resolved, that the signature of any authorized officer and seal of the Company heretofore or hereafter affixed to any power of attorney or any certificate relating thereto by facsimile, and any power of attorney or certificate bearing facsimile signature or facsimile seal shall be valid and binding upon the Company with respect to any bond or undertaking to which it is attached.
IN WITNESS WHEREOF, The Companies have caused this instrument to be signed and their corporate seals to be hereto affixed, this
AMERICAN CONTRACTORS INDEMNITY COMPANY, TEXAS
BONDING COMPANY, UNITED STATES SURETY COMPANY,
U.S. SPECIALTY INSURANCE COMPANY
Daniel P. Aguilar, Vice President
A Notary Public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
State of California
County of Los Angeles
On this 31St day of January 2024, before me, D. Littlefield, a notary public, personally appeared Daniel P. Aguilar, Vice President of American Contractors Indemnity Company, Texas Bonding Company, United States Surety Company and U.S. Specialty Insurance Company who proved to me on the basis of satisfactory evidence to be the person whose name is subscribed to the within instrument and acknowledged to me that he executed the same in his authorized capacity, and that by his signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and offic' I seal.
Signature
(seal)
x+�sts D. LfrTLFPIELD
it K Notary Public • GlHm
Los Angeles County
Commission 12478570 ()
Comm, Expires Jan 31, 202!
I, Kio Lo, Assistant Secretary of American Contractors Indemnity Company, Texas Bonding Company, United States Surety Company and U.S. Specialty Insurance Company, do hereby certify that the above and foregoing is a true and correct copy of a Power of Attorney, executed by said Companies, which is still in full force and effect; furthermore, the resoluiion5 cT the Beards of Directors, set out in the Power of Attorney are in full force and effect.
In Witness Whereof, I have hereunto set my hand and affixed the seals of said Companies Los Angeles, California this 24th day of March 2026 .
Bond No.
Agency No.
'4LiFORN1�"
visit tmhcc.cornlsurety for more information
Kio o, A i it Secretary
HCCSMANPOA02/2024
Rev. 02/25/2015
7 1 j
Basic Gov (Sales Force) # 1'41 V f -L( 1 1 I ti 1 1.41 t File #,3101[x,
AGREEMENT TO PROVIDE SECURITY FOR IMPROVEMENTS
FOR TRACT MAP OR PARCEL MAP OR PLOT PLAN
(Tract Map/Parcel Map/Plot Plan No. 27971 )
THIS SECURITY AGREEMENT is made by and between CITY OF BEAUMONT ("CITY") and RSI Communities - California LLC, a Delaware limited liability company ("DEVELOPER").
RECITALS
A. DEVELOPER has applied to the CITY for permission to develop certain real property, pursuant to Tract Map/Parcel Map/Plot Plan # 27971 , ("Map"). DEVELOPER has also asked the CITY to accept the dedication of the street or streets and other proposed public rights - of -way, parks and recreation facilities, and easements as depicted on the Map and to otherwise approve the Map so that it may be recorded as required by law; and B. The CITY requires, as a condition precedent to the acceptance and approval of the Map and the dedication of the public rights -of -way and easements depicted thereon, that such rights -of -way be improved with (for example) grading, paving, curbs, gutters, sidewalks, street lights, stormdrains, sanitary sewers and appurtenances thereto, street name signs, survey monuments, electrical and telecommunications, water pipes, water mains, fire hydrants and appurtenances thereto, and landscaping, including any warranty work for all such improvements (collectively, "Improvements"); and
C. The Improvements have not yet been constructed and completed and it is the purpose of this Security Agreement to set forth the terms and conditions by which the DEVELOPER shall guarantee that such Improvements shall be constructed and completed within the time set forth herein.
AGREEMENT
NOW, THEREFORE, in consideration of the acceptance of the DEVELOPER's offer of dedication and the approval of the Map for filing and recording as provided and required by law, the CITY and the DEVELOPER hereby agree as follows:
1. Provision of Improvements. DEVELOPER shall provide, at the DEVELOPER's sole cost and expense, all necessary labor and materials to complete the construction of the Improvements depicted on the Map and described in the conditions of approval of the Map within one (1) year of the date of this Security Agreement.
2. Inspection by the CITY. The CITY shall inspect, at the DEVELOPER's sole cost and expense, all of the work, labor and materials performed and provided by the DEVELOPER in connection with the Improvements.
3. Compliance with Plans and Specifications. The Improvements shall be constructed and installed in strict accordance with the CITY -approved plans and specifications.
4. Security for Performance. Concurrently with the execution of this Security Agreement by DEVELOPER, DEVELOPER shall deliver to the CITY a performance bond issued by a corporate surety in substantially the form attached hereto as Exhibit "A", in an amount that is not less than 100% of the total estimated cost of the Improvements and any warranty therefor. The performance bond shall be issued by an "admitted" corporate surety insurer authorized to do business in the State of California and the surety insurer shall have an A.M. Best rating of at least "A, XV". The surety insurer shall have assets exceeding its liabilities in the amount equal to or in excess of the amount of the bond, and the bond shall not be in excess of 10% of the surety insurer's assets. The security or bond shall also insure against any and all defects in the Improvements for a period of not less than one full year after the date of acceptance thereof by the CITY. The bond shall be duly executed and shall meet all the requirements of Section 995.660 of the California Code of Civil Procedure.
5. Security for Contractors, Subcontractors, Laborers and Materialmen. The DEVELOPER shall also provide a payment bond issued by a corporate surety for the security of laborers and materialmen, which bond or bonds shall be in substantially the form attached hereto as Exhibit "B" and made a part hereof. The amount of the bond(s) shall be no less than 100% of the total estimated amount needed to secure payment to the contractor, to the subcontractors, and to the persons furnishing labor, materials, or equipment to them for the Improvements. The laborers and materialmen bond shall be provided by an "admitted" corporate surety insurer authorized to transact surety insurance in the State of California with an A.M. Best rating of "A, XV", and with assets exceeding its liabilities in the amount equal to or in excess of the amount of the bond, and the bond shall not be in excess of 10% of the surety insurer's assets.
The bond shall be duly executed and shall meet all the requirements of Section 995.660 of the California Code of Civil Procedure.
6. General Liability and Worker's Compensation Insurance. The DEVELOPER shall, before commencing any work, obtain commercial general liability insurance (primary) of not less than $2,000,000.00 per occurrence for all coverages and $2,000,000.00 general aggregate. The CITY and its employees and agents shall be added as additional insureds.
Coverage shall apply on a primary non-contributing basis in relation to any other insurance or self-insurance, primary or excess, available to the CITY or any employee or agent of the CITY.
Coverage shall not be limited to the vicarious liability or supervisory role of any additional insured. Coverage shall contain no contractors' limitation endorsement. There shall be no endorsement or modification limiting the scope of coverage for liability arising from pollution, explosion, collapse, underground property damage or employment -related practices. Such insurance shall not prohibit the DEVELOPER, and its employees or agents, from waiving the right of subrogation prior to a loss. The DEVELOPER waives its right of subrogation against the CITY. Unless otherwise approved by the CITY, the DEVELOPER's insurance shall be written by insurers authorized to do business in the State of California and with a minimum A.M.
Best rating of "A, XV." Self-insurance shall not be considered to comply with these insurance specifications. The DEVELOPER agrees to require all contractors, subcontractors and other parties hired for the Improvements to purchase and maintain insurance of the types specified 2
herein, naming as additional insureds all of the parties to this Security Agreement. The DEVELOPER shall, before commencing any work, obtain Worker's Compensation Insurance in an amount required by law and, failing to do so, the CITY may procure such insurance at the cost of the DEVELOPER.
7. Comprehensive Commercial General and Automobile Liability Insurance. The DEVELOPER, before commencing any work shall, at its own expense, maintain comprehensive commercial general and automobile liability insurance issued by a California -admitted surety company with an A.M. Best rating of no less than "A, XV" for $2,000,000 per occurrence.
Coverage shall be for the entire duration of the permitted activities. Such liability insurance policy shall name, by endorsement, the City as an additional insured.
8. Indemnification. Notwithstanding the provisions of Government Code, Section 66474.9 or any other statutes of similar import, and to the full extent permitted by law, the DEVELOPER shall defend, indemnify and hold harmless the CITY, its employees, agents, officials and attorneys, from and against any liability, claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind or nature, whether actual, alleged or threatened, reasonable attorneys' fees, court costs, interest, expert witness fees and any other costs or expenses of any kind whatsoever, without restriction or limitation, incurred in relation to, as a consequence of, or arising out of or in any way attributable actually, allegedly or impliedly, in whole or in part, to the Map, the Improvements, this Agreement, or any matter related to the same; provided, however, that the indemnification to be provided by DEVELOPER to the CITY pursuant to the terms of this paragraph shall not be applicable where the aforementioned liability, claim, suit, action, etcetera, is the result of the sole negligence or sole willful misconduct of the CITY.
9. Procedure for Release of Performance Bond Security. The security furnished by the DEVELOPER shall be released in whole or in part in the following manner:
a. Security shall be released upon final completion and acceptance of the Improvements. If the security furnished by the DEVELOPER is a documentary evidence of security, such as a surety bond, the CITY shall release the documentary evidence and return the original to the Surety upon final completion and acceptance of the Improvements. In the event the CITY is unable to return the original documentary evidence to the Surety, the security shall be released by written notice sent by certified mail to the DEVELOPER and to the Surety within 30 days of the City's acceptance of the Improvements. The written notice shall contain a statement that the work for which security was furnished has been completed and accepted, a description of the Improvements, and the notarized signature of an authorized CITY official. b. At such time as the DEVELOPER believes that the work for which the security was required is complete and makes payment of a partial exoneration fee of $350 to the CITY, the DEVELOPER shall notify the CITY in writing of the completed work, including a list of work completed. Upon receipt of the written notice, the CITY shall have 45 days to review and comment or approve the completion of the Improvements. If the CITY does not agree that all work has been completed in accordance with the plans 3
and specifications for the Improvements, it shall supply a list of all remaining work to be completed.
c. Within 45 days of receipt of the CITY's list of remaining work, the DEVELOPER may then provide cost estimates for all remaining work for review and approval by the CITY.
d. Upon receipt of the cost estimates, the CITY shall then have 45 days to review, comment, and approve, modify or disapprove those cost estimates. The CITY shall not be required to engage in this process of partial release more than once between the start of work and the completion and acceptance of all work. e. The DEVELOPER shall complete the works of Improvement until all remaining items are accepted by the CITY. Upon completion of the Improvements, the DEVELOPER shall be notified in writing by the CITY within 45 days and, within 45 days of the date of the CITY's notice, the release of any remaining performance security shall be made within 60 days of the recording of the Notice of Completion.
10. Procedure for Release of Payment Bond Security. Security securing the payment to the contractor, his or her subcontractors and persons furnishing labor, materials or equipment may, after passage of the time within which mechanic's liens and stop notices are required to be recorded and after acceptance of the Improvements, be reduced by Surety to an amount equal to the total claimed by all claimants for whom mechanic's liens and stop notices have been recorded and notice thereof given in writing to the CITY, and if no claims have been recorded, the security may be released in full.
11. Security for One -Year Warranty Period. The release procedures described in paragraphs 9 and 10 above shall not apply to any required guarantee and warranty period nor to the amount of the performance bond security deemed necessary by the CITY for the guarantee and warranty period nor to costs and reasonable expenses and fees, including reasonable attorneys' fees.
12. Binding Effect. This Security Agreement shall be binding upon and shall inure to the benefit of the parties hereto, their legal representatives and their successors and assigns.
13. Authority to Execute. The DEVELOPER hereby warrants and represents to the CITY that the individual signing this Security Agreement on behalf of the DEVELOPER is vested with the unconditional authority to do so pursuant to, and in accordance with, all applicable legal requirements, and has the authority bind the DEVELOPER hereto.
14. No Assignment. The DEVELOPER may not assign this Security Agreement, or any part thereof, to another without the prior written consent of the CITY.
15. Attorneys' Fees. In the event of legal action to enforce or interpret this Agreement or any of its provisions, the prevailing party shall be entitled, in addition to any other form of relief, to recover its reasonable attorneys' fees and costs of suit. 4
16. Execution in Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original, but which together shall constitute a single agreement.
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the dates listed below.
CITY OF F AUMONT
By
Date
ayol
i 011417
DEVELOPER
By
Date
Darius Fatakia
Title: Vice President Land Development
%`/19,4 7
Address:
5
EXHIBIT "A"
PERFORMANCE BOND
Basic Gov (Sales Force) #
File #
3t 36
lit 1441( .
Bond No.: 1001054050
Premium: $105,813.00/2 yrs.
WHEREAS, the City Council of the City of Beaumont, State of California, and RS! Communities - California LLC, a Delaware limited liability company (hereinafter designated as "Principal") have entered into Agreement To Provide Security For Improvements For Tract Map Or Parcel Map Or Plot Plan, dated September , 2017, whereby Principal agrees to install and complete certain designated public improvements itemized and described on Tract Map, Parcel Map or Plot Plan No. 27971 which is hereby incorporated herein and made a part hereof; and WHEREAS, Principal is required under the terms of the said agreement to furnish a bond for the faithful performance of said agreement.
NOW, THEREFORE, we, the Principal and American Contractors Indemnity Company as Surety, are held and firmly bound unto the City of Beaumont (hereinafter called "City"), in the penal sum of Seven million fifty four thousand two hundred eleven dollars and twenty six cents ($7,054,211.26) lawful money of the United States, for the payment of which sum well and truly to be made, we bind ourselves, our heirs. successors, executors and administrators, jointly and severally, firmly by these presents.
The condition of this obligation is such that if the Principal, his or its heirs, executors, administrators, successors or assigns, shall in all things stand to and abide by, and well and truly keep and perform the covenants, conditions and provisions in the said agreement and any alteration thereof made as therein provided, on his or their part to be kept and performed at the time and in the manner therein specified, and in all respects according to their true intent and meaning, and shall indemnify and save harmless the City, its officers, agents and employees as therein stipulated, then this obligation shall become null and void; otherwise it shall be and remain in full force and effect.
As part of the obligation secured hereby and in addition to the face amount specified therefor, there shall be included costs and reasonable expenses and fees, including reasonable attorney's fees, incurred by the City in successfully enforcing such obligation, all to be taxed as costs and included in any judgment therein rendered.
The Surety hereby stipulates and agrees that no change, extension of time, alteration or addition to the terms of the agreement or to the work to be performed thereunder or the specifications accompanying the same shall in any way affect its obligations on this bond, and it does hereby waive notice of any such change, extension of time, alteration or addition to the terms of the agreement or to the work or to the specifications.
IN WITNESS WHEREOF, this instrument has been duly executed by the Principal and Surety above named, on September 13th . 20 17 .
PRINCIPAL:
SURETY:
RSI Communities - California LLC , American Contractors Indemnity Company a Delaware limited liability company
By By
Title
Darius Fatakia
Vice President Land Development
Shane Wolf, Attorney -in -Fact
Title
ALL- PURPOSE
CERTIFICATE OF ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
State of California }
County of Orange
}
On September 13, 2017 before me, Susan E. Morales, Notary Public (Here insert name and title of the officer)
personally appeared Shane Wolf
who proved to me on the basis of satisfactory evidence to be the person$} whose name(s) is/we subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/hei/llleir authorized capacity(ies;, and that by his/hcr/thcir signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
-e. inc,7120
Notary Public Signature
•
SUSAN E. MORALES
COMM. # 2101708 z
NOTARY PUBLIC - CALIFORNIA
ORANGE COUNTY
My Comm. Expires March 28, 2019
(Notary Public Seal)
ADDITIONAL OPTIONAL INFORMATION
DESCRIPTION OF THE ATTACHED DOCUMENT
Bond #1001054050
(Title or description of attached document)
American Contractors Indemnity Co.
(Title or description of attached document continued)
Number of Pages 1 Document Date 9113117
CAPACITY CLAIMED BY THE SIGNER
❑ Individual (s)
❑ Corporate Officer
(Title)
El Partner(s)
O Attorney -in -Fact
❑ Trustee(s)
p Other
2015 Version www.NotaryClasses.com 800-873-9865
r�
INSTRUCTIONS FOR COMPLETING THIS FORM
This form complies with current California statutes regarding notary wording anca if needed, should be completed and attached to the document. Acknohvedgents from other states may be completed for documents being sent to that state so long as the wording does not require the California notary to violate California notary law. • State and County information must be the State and County where the document signer(s) personally appeared before the notary public for acknowledgment. • Date of notarization must be the date that the signer(s) personally appeared which must also be the same date the acknowledgment is completed. • The notary public must print his or her name as it appears within his or her commission followed by a comma and then your title (notary public). • Print the name(s) of document signer(s) who personally appear at the time of notarization.
• Indicate the correct singular or plural forms by crossing off incorrect forms (i.e. he/she/t ley, is /are ) or circling the correct forms. Failure to correctly indicate this information may lead to rejection of document recording. • The notary seal impression must be clear and photographically reproducible.
Impression must not cover text or lines. If seal impression smudges, re -seal if a sufficient area permits, otherwise complete a different acknowledgment form. • Signature of the notary public must match the signature on file with the office of the county clerk.
• Additional information is not required but could help to ensure this acknowledgment is not misused or attached to a different document. • Indicate title or type of attached document, number of pages and date. • Indicate the capacity claimed by the signer. If the claimed capacity is a corporate officer, indicate the title (i.e. CEO, CFO, Secretary). • Securely attach this document to the signed document with a staple. cs. 11'11 of 1n1Ll
EXHIBIT "B"
PAYMENT BOND
Bond No.: 1001054050
Premium included with
the Performance Bond
WHEREAS, the City Council of the City of Beaumont, State of California, and RSf Communities - California LLC, a Delaware limited liability company (hereafter designated as "the Principal") have entered into Agreement To Provide Security For Improvements For Tract Map Or Parcel Map Or Plot Plan, dated September , 2017, whereby Principal agrees to install and complete certain designated public improvements itemized and described on Tract Map, Parcel Map or Plot Plan No. 27971 which is hereby incorporated herein and made a part hereof; and WHEREAS, under the terms of the said agreement, the Principal is required before entering upon the performance of the work, to file a good and sufficient payment bond with the City of Beaumont to secure the claims to which reference is made in Section 8000, et seq., of the Civil Code of the State of Califomia.
($7,054,211.26)
NOW, THEREFORE, the Principal and the undersigned as corporate surety, are held firmly bound unto the City of Beaumont and all contractors, subcontractors, laborers, materialmen, and other persons employed in the performance of the said agreement and referred to at Section 8000, et seq., of the Civil Code in the sum of Serer million fifty four thousand two hundred eleven dollars and twenty six cents ($7,054,211.26) for materials furnished or labor thereon of any kind, or for amounts due under the Unemployment Insurance Act with respect to this work or labor, that the Surety will pay the same in an amount not exceeding the amount hereinabove set forth, and also in case suit is brought upon this bond, will pay, in addition to the face amount thereof, costs and reasonable expenses and fees, including reasonable attomey's fees, incurred by the City in successfully enforcing this obligation, to be awarded and fixed by the court, and to be taxed as costs and to be included in the judgment therein rendered.
It is hereby expressly stipulated and agreed that this bond shall inure to the benefit of any and all persons, companies, and corporations entitled to file claims under Section 8000, et seq., of the Civil Code, so as to give a right of action to them or their assigns in any suit brought upon this bond.
Should the condition of this bond be fully performed, then this obligation shall become null and void, otherwise it shall be and remain in full force and effect.
The Surety hereby stipulates and agrees that no change, extension of time, alteration, or addition to the terms of the agreement or the specifications accompanying the same shall in any manner affect its obligations on this bond, and it does hereby waive notice of any such change, extension, alteration, or addition.
IN WITNESS WHEREOF, this instrument has been duly executed by the Principal and Surety above named, on September 13th _ 20 17 .
PRINCIPAL: SURETY:
RSI Communities - California LLC American Contractors Indemnity Company a Delaware limited liability company
By
Title
Darius Fatakia
Vice President Land Development
By
Title Shane Wolf, Attorney -in -Fact
ALL- PURPOSE
CERTIFICATE OF ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
State of California
County of Orange
}
On September 13, 2017 before me, Susan E. Morales, Notary Public (Here insert name and title of the officer)
personally appeared Shane Wolf
who proved to me on the basis of satisfactory evidence to be the person fs} whose name* is/a1e subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/ier/L lei' authorized capacity(ies), and that by his/her/their signature(s) on the instrument the persons), or the entity upon behalf of which the person(e) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
LW aryl M O1
Notary Public Signature
ADDITIONAL OPTIONAL INFORMATION INSTRUCTIONS FOR COMPLETING THIS FORM SUSAN E. MORALES
COMM.* 2101798
NOTARY PUBLIC - CALIFORNIA
ORANGE COUNTY
My Comm. Expires March 28, 2019
(Notary Public Seal)
DESCRIPTION OF THE ATTACHED DOCUMENT
Bond #1001054050
(Title or description of attached document)
American Contractors Indemnity Co.
(Title or description of attached document continued)
Number of Pages 1 Document Date 9/13/17
CAPACITY CLAIMED BY THE SIGNER
❑ Individual (s)
❑ Corporate Officer
(Title)
❑ Partner(s)
EI Attorney -in -Fact
❑ Trustee(s)
• Other
This form complies with current California statutes regarding notary wording and, if needed should be completed and attached to the document. Acknolwedgents from other states may be completed for documents being sent to that state so long as the wording does not require the California notary to violate California notary law. • State and County information must be the State and County where the document signer(s) personally appeared before the notary public for acknowledgment. • Date of notarization must be the date that the signer(s) personally appeared which must also be the same date the acknowledgment is completed. • The notary public must print his or her name as it appears within his or her commission followed by a comma and then your title (notary public). • Print the name(s) of document signer(s) who personally appear at the time of notarization.
• indicate the correct singular or plural forms by crossing off incorrect forms (i.e. 4e/she/they, is /afe ) or circling the correct forms. Failure to correctly indicate this infommtion may lead to rejection of document recording. • The notary seal impression must be clear and photographically reproducible.
Impression must not cover text or lines. If seal impression smudges, re -seal if a sufficient area permits, otherwise complete a different acknowledgment form. • Signature of the notary public must match the signature on file with the office of the county clerk.
• Additional information is not required but could help to ensure this acknowledgment is not misused or attached to a different document.
Indicate title or type of attached document, number of pages and date. • Indicate the capacity claimed by the signer. If the claimed capacity is a corporate officer, indicate the title (i.e. CEO, CFO, Secretary). 2015 Version www.NotaryGlasses.com 800-873-9865
• Securely attach this document to the signed document with a staple.
P144
i Iglu
POWER OF ATT` N
AMERICAN CONTRACTORS INDEMNITY COMPANY U.S. SPECIALTY INSURANCE COMPANY � II P' II P1I I IIIIU11111 1
_( Y THESE P S≥ e an Contracto, Inc1'le illilt' c n Ill,ll a California_ r ty , mpany, a Tex r to t ely, the "Comp •e'Ill � a I le p'tesents make, cm s a 11llllullll l � l 1111 � I, I�tlll �
Todd M. Rohm, Shane Wolf, Cathy S. Kennedy or Beata A. Sensi of Orange, California � I Ill I" i II I I I
s an _ — ey(s) in fat II e a (Capacity if n or s l d ove, with fu ic sn t rr by. r 17,rris _ name, place a e knowledge an =at ends, recognize s n an = e other instruments or contracts t urel'10III Isll ip to include riders, amen me and consents of surety, povidmg _ theTond penalty does not exceed ******Fifty Million****** Dollars ($ *50,000,000.00* ).
This Power of Attorney shall expire without further action on November 3, 2019. This Power of Attorney is granted under and by authority of the f swing resolutions adopted by the Boards of Directors of the Companie :
dI�IIIIIPu I I II IIIII gl,il 61 nilll � lllllll ll ulllll — s r5l t sident, any Vi -re __ee-President, an S,illl III f ClI III t�lbril beretary shall be T t vi f Y c U llii alplill is ir
tant c
d auth mint any one or m tai _ pkwo ey(s)-in-Fact to r c 6 nd III'r. 9 h ilW ll half of thc Com a # t ri _ I1 w
Attorney -in -Fact may be given full power and authority for and in thc name of and on behalf of the Company, to execute, acknowledge and deliver, any and all bonds, recognizanccs, contracts, agreements or indemnity and other conditional or obligatory undertakings, including any and all consents for the release of rctaincd percentages and/or final estimates on engineering and construction contracts, and any and all notices and documents canceling or terminating the Company's liability thereunder, and any suckinstruments so executed by any such tom Fact shall be binding upon the Company as if signcd by the President and scaled and effected y tom= t ors 1111111
I NI I� 4 I I III
eso l t ature of any au br}ze I icCt C ea df�i Company heret �r ea c T y power of attorr ur-a cer cat ri ttr A l i ��11 1 1 1111 ' imi1c signature or fac is b l,d ud binding upon thc ( pats cs €tt y to m awl day power of attome} II IIIII Hai
e �I �
borid or undertaking to which it is attached. -
IN WITNESS WHEREOF, The Companies have caused this instrument to be signed and their corporate seals to be hereto affixed, this day of Noyern. 2016. _
AMERICAZI 11 M VII UNITY COMI',
00.pc —
`,4oa;
. a:
�•' : INCORPORATED ti
SEPT. 25. 1990 : <_
`.fib••. 1'
lllllgl
III I 'll ll 1 1 1
� III:IIII � III
II
(ll
(INSURANCE CI
Daniel P. Agilar; Vice President
Anor icoa• sit officer complebn h s1celrt1 '1eIt Uteri 0, t lanly the identity i a ed the documet _ 'to which this certificate is attach and iq the uutnruniess, accuracy, or amity u that document.
State of Califomia
County of Los Angeles SS:
ar" Di141 A ilar, Vice Presidc- of�kmeri i
Orr -st=days er, 2016, before m oEn _ otary public, �erson�lyl I�p � ��� ' I` �
u 1i 1' 11 L i (I II I �� D Illii
or r, rtpany and U.S Ins ai t ry who proved tted t l met lthe st II ssti �etory evidence r� rs v s i 111 Il i . I1 11 11 111111 1 ' 111 '
ntm s€$ie n�orethe thin t upon belief w rthe person actenstrume axdutowiedN d, h exece uted the iri lEh— ° Ititilmenl Illlllllllits!aulu '1 1 I' d 'opacity, and that l attaon p t p
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
SABINA M0R.GENSTEIN
Corrlrnisslon * 2129255
Hoary Public - California
Los Angetes County
y Comm Expires Nor 3. 2019
I, Kio Lo, Assistant Secretary of American Contractors Indemnity Company and U.S. Specialty Insurance Company, do hereby certify that the above and foregoingis at and correct copy of a Power of Attorrt xecuted by said Companies, which 's '}�� 'n full force and effect; furthermor the= re of Directors, s •• �s+�I th � ey are in full c ce "a ff"'o I II I III q I I g
� II 1111111 I IIIC�i lu I E I� . 1 11 � - _
itness Whereof, I have hereunto e rry c ar n an�affrxed the seals of sadI Co` s tat V s Los Angeles, Califorrft tlris —day
of SFP 13 2017 f'
Corporate Seals
ncy No. 16590
�`SRpcT0RSq,
sa
1 I Ir111 IuCQR 11"I 1 1 1 i $'
W Ti
it ,
Ij . II I !,.
,,,,tlllI I ' nulun
ge 11 a4,„bf 1
— — Kiq Lo, A eemr. .m--
Tn inn, lira nhni It this hears nlaaca urrito to tic nt ci Irahr_hnnrl_innr linr(nlhrr rnm
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
CIVIL CODE § 1189
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
State of California
County of ORANGE
le 11C12-617 r before me, Virginia Reeder, Notary Public, person I yR
On , appeared
Name(s) of Signer(s)
DARIUS FATAKIA,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. �* VIRGINIA REEDER
: Commission # 2127674
iR Notary Public - California
e„ '/ n. Orange County
My Comm. Expires Oct 20, 2019
Place Notary Seal Above
I certify under PENALTY OF PERJURY under the laws
of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature
ignature of Notary Public