AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
ABSTAINED: COUNCILMEMBERS:
DATED: ______________________________
_____________________________________
Lillian Harris-Neal, City Clerk
RESO NO. 2025-
January 21, 2025
RESOLUTION NO. 2025-_______
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BREA 1) AMENDING
THE EXISTING CLASSIFICATION PLAN, AS AMENDED, AS ADOPTED FOR CITY
EMPLOYEES, TO INCLUDE THE CLASSIFICATION SPECIFICATIONS AND
SALARY RANGE FOR THE POSITIONS OF DEPUTY DIRECTOR OF COMMUNITY
DEVELOPMENT, DEPUTY DIRECTOR OF PUBLIC WORKS, PUBLIC WORKS MANAGER AND PUBLIC WORKS UTILITIES MANAGER; 2) ASSIGNING THE
CLASSIFICATIONS TO THE BREA MANAGEMENT ASSOCIATION FOR
PURPOSES OF REPRESENTATION INCLUDING THE EXISTING BUILDING OFFICIAL CLASSIFICATION; AND 3) AMENDING THE POSITION ALLOCATION
LIST TO ADD THE POSITIONS WITHIN THE COMMUNITY DEVELOPMENT AND PUBLIC WORKS DEPARTMENTS.
A. Recitals.
(i) Section 2.08 of the Brea Municipal Code provides that the City Council shall prepare, revise and maintain a position classification plan covering all positions within the classified services, including employment standards and qualifications for each classification.
(ii) The Brea Municipal Code provides that the City Council shall approve a plan of compensation directly correlated to the position classification plan and a rate or range of pay for each classification.
(iii) It is necessary, from time to time, to review and adjust the classification and compensation plan to reflect the changing organizational responsibilities of the City and to insure the efficient economical operation of the various City departments.
(iv) In order to most effectively implement and monitor the position classification plan, it is necessary, from time to time, to amend the Position Allocation List which specifies the actual number and distribution of authorized positions within the City.
RESO NO. 2025-
January 21, 2025
B. Resolution.
NOW THEREFORE, it is found, determined and resolved by the City Council of the City of Brea to:
(i) Amend the City’s existing classification plan to include the full-time classification specifications for Deputy Director of Community Development, Deputy Director of Public Works, Public Works Manager and Public Works Utilities Manager as attached hereto as Exhibit A and incorporated herein by reference. (ii) Adopt the salary range for Deputy Director of Community Development, Deputy Director of Public Works, Public Works Manager and Public Works Utilities Manager as attached hereto as Exhibit B and incorporated herein by reference. (iii) Assign the positions of Building Official, Deputy Director of Community Development, Deputy Director of Public Works, Public Works Manager and Public Works Utilities Manager to the Brea Management Association for purposes of employee representation.
(iv) Amend the Position Allocation List for FY 2024/25 to add one Deputy Director of Development position to the Community Development Department, add one Deputy Director of Public Works, one Public Works Manager and one Public Works Utilities Manager position to the Public Works Department.
RESO NO. 2025-
January 21, 2025
APPROVED and ADOPTED THIS 21st day of January 2025.
______________________________
Blair Stewart, Mayor
ATTEST: __________________________
Lillian Harris-Neal, City Clerk
I, Lillian Harris-Neal, City Clerk of the City of Brea, do hereby certify that the foregoing resolution was introduced at a regular meeting of the City Council of the City of Brea, held on the 21st of January 2025, and was adopted by the following votes:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
ABSTAINED: COUNCILMEMBERS:
DATED: ______________________________
_____________________________________
Lillian Harris-Neal, City Clerk
EXHIBIT A
Job Descriptions by Association
APEA
Payroll Supervisor
Principal Accountant
Principal Human Resources Analyst
Principal Management Analyst
Principal Planner
Public Works Utilities Supervisor
Utility Billing Supervisor
BCEA
Management Assistant
Payroll Technician
BFMA
Fire Deputy Chief
Fire Division Chief
BMA
Deputy Director of Community Development
Deputy Director of Public Works
Public Works Manager
Public Works Utilities Manager
1 CITY OF BREA
PAYROLL SUPERVISOR
DEFINITION
To plan, organize, coordinate, monitor and carry out all aspects of the City's payroll administration and operations by performing advanced technical accounting work.
Oversee and process the City’s payroll, including reviewing and maintaining related records regarding salary and benefits. Analyze, develop and recommend improvements to payroll systems and procedures, supervise assigned staff and perform related duties as assigned.
DISTINGUISHING CHARACTERISTICS:
This is the advanced journey level in the Accounting Technician series. Position(s) in this classification are distinguished from the Senior Accounting Technician level by the greater extent of technical knowledge, complexity and breadth of duties performed, and supervision exercised.
SUPERVISION RECEIVED AND EXERCISED
General direction is provided by the Deputy Director of Administrative Services or the Financial Services Manager-Accounting and Auditing or designee.
Exercises direct supervision over professional, technical, and administrative support staff assigned to payroll.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS - Essential job functions include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of the position availability. Management reserves the right to add, modify, change, or rescind work assignments as needed).
Oversee a variety of duties in payroll such as: process bi-weekly paychecks, distribute employee paystubs, process retroactive payments, and verify pay rates and distribution changes.
Audit payroll records to ensure the accuracy of employee deductions, pay rates, leave accruals, employer contributions, and arrears payments.
Reconcile CalPERS invoices for retirement and medical coverage to payroll records for online payment processing.
Prepare necessary payroll journal entries at the completion of each pay run.
Post miscellaneous corrections as needed.
Exhibit A
CITY OF BREA
Payroll Supervisor (continued)
2 Provide various reports to Financial Services Manager- Finance as confirmation of transaction amounts for processing employee pay, deferred compensation, and contributions to a credit union.
Annually prepare, coordinate and timely file employee W2s along with related reports and update tax rates for State, Federal, and Medicare withholdings.
Implement employee association driven benefit and pay changes as directed in the Memorandum of Understanding (MOU) for each bargaining unit. This may include, but not limited to, annual changes in leave accruals rates, PERS contribution rates, and employee benefits.
Interpret federal and State laws related to payroll operations and assures City compliance.
Maintain knowledge of, train staff and assist management in interpreting and applying payroll-related federal and state laws and regulations including tax regulations, FLSA, FMLA, Section 125 benefits, CalPERS, Deferred Compensation programs and City policies, procedures, and regulations.
Monitor and supervise the Payroll Technician.
Communicate verbally and in writing with employees on payroll changes and/or issues, including assisting employees with payroll calculations, payroll banking issues, and employment and income verification requests in an efficient and timely manner.
Prepares payroll related correspondence and comprehensive reports for the Deputy Director of Administrative Services or Financial Services Manager – Accounting and Auditing.
Assists with the preparation of data for use in labor negotiations.
Assists the Deputy Director of Administrative Services or Financial Services Manager – Accounting and Auditing during the audit process by providing documents, reports, and other payroll related items upon request; implements procedural changes recommended by the auditors.
Work directly with accounting staff to provide the necessary reports to aid in identifying and correcting discrepancies.
Work closely with the Human Resources Division to ensure that payroll procedures are consistent with applicable personnel rules and Memorandum of Understanding provisions.
Develop and maintain a comprehensive payroll operating procedures manual.
Provides highly responsible and complex administrative support to management staff.
Perform related duties, as assigned.
Exhibit A
CITY OF BREA
Payroll Supervisor (continued)
3 QUALIFICATIONS
Knowledge of:
Principles and practices of financial record keeping.
Accounting principles, terminology, and applicable tax laws.
Modern office procedures and equipment, including computer-based accounting systems and personal computer spreadsheet and word processing programs.
Principles and practices of supervision, training, and performance evaluation.
Systems and procedures of the accounts payable, payroll, accounts receivable, and general ledger functions.
Ability to:
Plan, assign and supervise the work of others.
Understand and interpret principles, laws, and procedures involved in fiscal record keeping and accounting functions.
Prepare financial reports and maintain ledgers and journals.
Analyze data and draw sound conclusions.
Reconcile bank statements.
Communicate effectively, orally and in writing.
Establish and maintain effective working relationships with co-workers, supervisors, and the general public.
Plan and organize work to meet deadlines on a timely basis.
Perform job tasks and accommodate heavy workloads with minimal supervision.
Operate a ten-key calculator, and a computer terminal for data input, and report generation.
Follow oral and written instructions.
Exhibit A
CITY OF BREA
Payroll Supervisor (continued)
4 Experience and Education:
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities and enable the individual to successfully perform the essential job functions of the position. A typical combination is:
Experience
Four (4) years of responsible experience in the maintenance of financial, fiscal, and related statistical records, including one (1) year of supervisory experience.
Education
Equivalent to an Associate of Arts degree supplemented by college-level courses in accounting or business financial practices.
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to the following.
Ability to:
Frequently sit, stand, twist or turn, lightly grasp objects, reach and move about work area.
Input data into computer and calculator for prolonged periods of time. Hear and speak to the general public and co-workers on the telephone and in person.
Read account entries, memos, letters, correspondence and computer reports.
Exposure to:
Vibrations and pitch of computer, typewriter, calculator, adding machine and other office equipment.
Computer glare.
FLSA Status: Non-Exempt
Exhibit A
1 CITY OF BREA
PRINCIPAL ACCOUNTANT
DEFINITION
Under direction performs advanced and complex professional municipal accounting work in the establishing, supervising, coordinating and auditing of the accounting and financial transactions of the City for City Management and outside resources; ensures compliance with all applicable laws, rules, regulations, and governmental accounting standards; and performs other related duties, as assigned.
DISTINGUISHING CHARACTERISTICS:
This is the highest level in the Accountant series. This level is distinguished from the Senior Accountant by difficulty, scope, and complexity of work performed and ability to exercise independent judgment and discretion in performing the assigned responsibilities and autonomy of with which an incumbent is expected to operate.
Assists in training and supervising others. Responsibilities may vary depending on the assigned area.
SUPERVISION RECEIVED AND EXERCISED
General supervision is provided by the Deputy Director of Administrative Services or the Financial Services Manager.
Responsibilities include technical and functional supervision of the Senior Accountant and lower level Finance Division staff.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS - Essential job functions include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change or rescind work assignments as needed.)
Supervises, coordinates, and participates in all aspects of the City’s accounting activity and reporting, including capital, grants, internal service and enterprise funds, annual financial reports, general ledgers, etc.
Analyze and research complex financial transactions to provide proper accounting treatment in accordance with Generally Accepted Accounting Principles (GAAP).
Coordinate the fiscal year-end audit activities including preparation and review of the Annual Comprehensive Financial Report (ACFR).
Coordinates and assists with preparation of State Controller Reports, Street Reports, Continuing Disclosures and other reports as needed.
Assists with providing financial information and reports for other agencies such as Orange County City Manager’s Association (OCCMA), North Orange County Public Exhibit A
CITY OF BREA
Principal Accountant (continued)
2 Safety Collaborative, etc. as needed.
Coordinate and update information as needed in accordance with newly issued GASB guidelines.
Coordinate City-wide budget preparation and administration, including the estimation of anticipated revenues; collection, assimilation and analysis or departmental expenditure requests; preparation of fund balance projections; and other budget related functions as assigned.
Supervise the anticipation of debt service payments and estimate fund balances for various funds.
Prepare agenda reports and present the information to City Council or other groups as necessary.
Convert and provide ongoing maintenance of automated accounting systems.
Review and prepare year-end adjusting and closing entries.
Review and prepare journal entries and periodic reconciliations of general ledger, job ledger, subsidiary accounts, and bank statements.
Review, develop and prepare narrative and statistical reports pertaining to fiscal activities, policies and procedures; prepare special studies and reports as required.
Supervise and participate in auditing accounting systems and procedures to ensure proper internal control and compliance with policies; review and approve journal entries made by subordinates.
Supervise and participate in auditing City revenue sources when necessary.
Supervise, Review, coordinate and participate in the development of the annual Capital Improvement Program (CIP).
Analyze budget submittals from other departments, including preparing both numerical and narrative reports; participate in budget development for various departments and/or funds.
Participate in a wide array of fiscal activities including administration of bond issues and assessment districts, and participation in the City investment process.
Assist in developing, recommending and implementing departmental policies and procedures to ensure compliance with governmental accounting standards.
Review current legislation and changing governmental standards to update and recommend changes to City policies and procedures.
Supervise and train technical and clerical staff as assigned, assign and prioritize work Exhibit A
CITY OF BREA
Principal Accountant (continued)
3 activities, recommend methods and procedures, assess performance and make salary recommendations.
Respond effectively to public inquiries and complaints; handle difficult customer relations situations; respond to or refer complaints to appropriate staff and take or recommend action to ensure resolution of complaints.
Interface with and serve as finance representative at interdepartmental and professional meetings.
QUALIFICATIONS
Knowledge of:
Principles and practices of accounting (including working knowledge of all pertinent Governmental Accounting Standards Board requirements), budgeting, auditing, financial reporting and administration as practiced in municipal organizations.
Applicable federal, state, and city laws, regulations, and policies related to assigned work.
Automated financial reporting systems, spreadsheets, and computer applications.
Posting, ledger and journal activity, reconciliation, double-entry bookkeeping, math and financial records.
Methods and techniques of research, statistical analysis and report presentation.
Principles of supervision, training and evaluation.
Ability to:
Perform complex accounting activities with minimal supervision.
Make arithmetic calculations rapidly and accurately.
Prepare complex financial reports.
Audit and analyze accounting systems and procedures to determine compliance with applicable laws, regulations and policies.
Coordinate, analyze and reconcile complex financial data and transactions.
Develop and implement efficient accounting procedures.
Communicate clearly and concisely both orally and in writing.
Exhibit A
CITY OF BREA
Principal Accountant (continued)
4 Supervise, train and evaluate professional and/or clerical staff.
Establish and maintain cooperative working relationships with employees, outside agencies, external auditors and the public.
Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals.
Exercise good judgment, flexibility, creativity, and sensitivity in response to changing situations and needs.
Work well under pressure to meet deadlines.
Experience and Education:
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities, and enable the individual to successfully perform the essential functions of the position. A typical combination is:
Experience
Five (5) years of progressively responsible accounting experience including two (2) years at the advanced journey level equivalent to the City of Brea’s of Senior Accountant in a municipal environment and three (3) years of supervisory experience.
Education
Equivalent to a Bachelor’s degree in accounting or business financial practices.
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Ability to:
Frequently sit, stand, twist or turn, lightly grasp objects, reach and move about work area.
Input data into computer and calculator for prolonged periods of time.
Hear and speak to the general public and co-workers on the telephone and in person.
Read account entries, memos, letters, correspondence, and computer reports.
Exhibit A
CITY OF BREA
Principal Accountant (continued)
5 Exposure to:
Vibrations and pitch of computer, calculator, adding machine and other office equipment.
Computer glare.
FLSA Status: Exempt
Exhibit A
1 CITY OF BREA
PRINCIPAL HUMAN RESOURCES ANALYST
DEFINITION
To oversee and coordinate the administration of the City's human resources programs and activities with the Human Resources Division, including the areas of employee and labor relations, employee benefits, recruitment and selection, compensation and classification, and risk management; provide highly responsible and complex administrative support to the Human Resources Manager; and related duties, as assigned.
DISTINGUISHING CHARACTERISTICS
This is the highest level class in the Human Resources Analyst series. Positions are normally filled by advancement from the lower class of Senior Human Resources Analyst, or when filled from the outside, require prior advanced professional human resources and risk management work experience. Work in this class is distinguished from that of a Senior Human Resources Analyst in the difficulty, scope, and complexity of work performed and ability to exercise independent judgment and discretion in matters related to Human Resources programs and activities and autonomy with which an incumbent is expected to operate.
SUPERVISION RECEIVED AND EXERCISED
General direction is provided by the Human Resources Manager.
Exercises direct supervision over subordinate professional Human Resources and technical staff as assigned.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS - Essential job functions include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change, or rescind work assignments as needed).
Perform all aspects of research and strategizing necessary to prepare for employee association labor negotiation sessions, participating as a member of the management negotiation team, offering with tact and sensitivity proposals and suggested alternative options.
Prepare staff reports, memorandums of understanding (MOU), resolutions, and salary schedules for City Council approval.
Perform ongoing labor relations duties by maintaining positive working relationships with employee associations and individual employees.
Analyze the City’s labor market “competition” in relation to salary and benefits packages and Exhibit A
CITY OF BREA
Principal Human Resources Analyst (continued)
2 recommend strategies designed to attract and retain quality employees.
Perform the classification and compensation research and analysis for the most complex and sensitive positions and maintain accurate job descriptions for all classifications.
Review employment recruitment requests from the various departments, assign priorities, plan and direct the recruitment process.
Coordinate and oversee the most complex and sensitive recruitments and internal promotions.
Provide various City department executive directors, managers, and supervisors with advice and guidance regarding interpretations of memorandums of understanding, personnel rules and regulations, state and federal laws, recruitment and promotion strategies, safety personnel psychological assessments, organizational and staffing options, disciplinary issues, and other issues where assistance is required.
Oversee the City’s equal employment opportunity efforts including preparing the City’s Equal Employment Opportunity Plan, preparation of the City’s Equal Employment Opportunity Commission EEO-4 Reports, and any other information requested by State or Federal Agencies.
Respond to complaints of discrimination filed with the Federal Equal Employment Opportunity Commission and/or State Department of Fair Employment and Housing, and worker’s compensation claims, participating in mediations, arbitrations, and/or other processes required to attain settlement.
Provide supervision, technical assistance, and direction to Human Resources staff.
Approve expenditure requests and reports for various departmental staff members.
Assist public and City employees with questions regarding the City’s recruitment process and general requests for information.
Research fiscal ramifications associated with various CalPERS retirement plans and other contract options and prepare contract amendments for City Council action.
Perform employee disciplinary investigations, interviewing witnesses, gathering evidence, and preparing reports on the facts of the case and making recommendations for appropriate actions.
Conduct new employee orientations.
Stay abreast of changes and developments in the field of personnel.
Attend meetings, workshops, and conferences related to the personnel field; may represent the Personnel Director at meetings with citizens, Council members, staff and Exhibit A
CITY OF BREA
Principal Human Resources Analyst (continued)
3 representatives of other public or private agencies, serving as Acting Personnel Director, as required.
Coordinate the department’s budget process, review and make recommendations regarding the Administrative Division’s budget allocations and priorities.
Assist in the design and implementation of City-wide employee education, development, and training programs.
QUALIFICATIONS
Knowledge of:
Personnel policies and procedures.
Modern office practices, procedures and methods.
Labor negotiation techniques and strategies.
Principles and practices of public personnel administration, including methods and techniques used in recruitment and selection, classification, salary administration, training and development.
Principles and practices of supervision.
Applicable Federal, State and local laws, regulations, ordinances, and policies.
Statistical and research methods and their application to personnel work.
Interviewing techniques and methods.
Investigation techniques.
Budgeting principles, practices, and methods.
Research and report writing practices.
Ability to:
Independently plan, coordinate, organize workload, and maintain work effectiveness to meet deadlines with frequent changes of activity and priority of assignments.
Be sensitive to political realities and agendas while formulating and presenting persuasive arguments using tact and diplomacy and seeking areas of mutual agreement while understanding and being sympathetic to conflicting points of view.
Perform public and private sector labor market analysis.
Exhibit A
CITY OF BREA
Principal Human Resources Analyst (continued)
4 Perform complex research, tasks and analysis, being creative in seeking solutions to complex problems.
Interpret laws, regulations, and policies and be able to apply them and logically explain them to others.
Prepare comprehensive reports.
Establish and maintain effective working relationships with elected and non-elected City officials, co-workers, employee association representatives, attorneys, consultants, and the general public.
Train, supervise, and evaluate subordinate personnel staff.
Communicate effectively, orally, and in writing.
Experience and Education:
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities, and enable the individual to successfully perform the essential functions of the position. A typical combination is:
Experience
Five (5) years of broad and progressively responsible experience in human resources/risk management administration, including three years at the advanced journey level, equivalent to the City of Brea’s of Senior Human Resources Analyst in a municipal environment and three (3) years of supervisory experience.
Education
Equivalent to a bachelor's degree from an accredited college or university with major study in public, human resources, or business administration or a related field. Master’s degree preferred.
Licenses and Certificates:
Possession of a valid driver's license issued from the California Department of Motor Vehicles.
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Exhibit A
CITY OF BREA
Principal Human Resources Analyst (continued)
5 Ability to:
In an office setting, frequently sit, stand, reach, lean, twist, turn, grasp; lift, carry, push and/or pull light to moderate amounts of weight; bend and kneel; sit for prolonged periods of time.
Input data into computer, using a computer keyboard and 10-key for prolonged periods of time.
Hear and speak to the general public and City staff on the telephone and in person.
Read reports, contracts, correspondence, memorandums, and other records.
Exposure to:
Vibrations and pitch of computer, typewriter, and other office equipment.
Computer glare.
FLSA Status: Exempt
Exhibit A
1 CITY OF BREA
PRINCIPAL MANAGEMENT ANALYST
DEFINITION
To direct and supervise a variety of complex administrative and budgetary projects having interdepartmental applications; to provide analytical and professional-level support to the Department Director or City Manager on more complex, and sensitive special projects and in support of major management functions and programs within the City.
DISTINGUISING CHARACTERISTICS
This is the highest-level classification in the Management Analyst series under general direction of a department director performing a variety of administrative and analytical assignments on behalf of the director or City Manager. This classification is distinguished from the Senior Management Analyst by its more complex and significant analyses, preparation of comprehensive reports, and independently manage and develop significant and more difficult sensitive projects.
SUPERVISION RECEIVED AND EXERCISED
General direction is provided by the department director or City Manager.
Exercises direct supervision over subordinate administrative professional, technical, and clerical staff as assigned.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS - Essential job functions may include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of the position availability. Management reserves the right to add, modify, change, or rescind work assignments as needed).
Develop and monitor the status and impacts of federal, state and local legislation, regulations and codes; prepare legislative correspondence, position papers and reports.
Direct, organize and coordinate budgetary and staffing reviews, costing analyses, and submittals; administer the budget for particular accounts and programs.
Identify and develop benefit assumptions, show budgetary recommendations, and represent the department or City in budgetary planning meetings and presentations.
Oversee and monitor accounting transfers, prepare budgetary amendments, and make adjustments as authorized.
Exhibit A
CITY OF BREA
Principal Management Analyst (continued)
2 Participate and represent the department as a member of various committees and makes presentations at meetings involving interdepartmental committees, commissions, civic and community groups, and the City Council.
Prepare and present staff and agenda reports and other necessary correspondence related to assigned activities and services.
Conduct complex independent research projects and prepare policy recommendations related to a variety of special administrative assignments and special projects.
Prepare or direct the preparation of grant proposals, administer contracts, and prepare reports.
Prepare clear, concise and comprehensive letters, correspondence, studies and other written material.
Recommend the selection of staff; provide or coordinate staff training; assist in training assigned staff; evaluate assigned staff; work with employees to correct deficiencies.
Provide technical direction to staff that may be involved in the completion of various analyses.
Establish and maintain effective working relationships with City officials, department managers, staff and external stakeholders.
Perform other related duties as required
QUALIFICATIONS
Knowledge of:
Federal, state and local laws, regulations, ordinances, and legislative practices, including the potential impacts of pending legislation and statutes affecting the areas of responsibility of this position.
Budgeting principles and cost accounting standards, practices and methods.
Principles and practices of contract and grant administration.
Project management practices and techniques.
Management policy issues, administrative practices and interdepartmental operations.
Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures.
Exhibit A
CITY OF BREA
Principal Management Analyst (continued)
3 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software systems needs and requirements relevant to work performed.
Public presentation methods and techniques.
Research and report writing practices.
Ability to:
Proficiently use a computer (spreadsheet, database and email).
Conduct a broad variety of complex administrative, budgetary and legislative analyses and prepare comprehensive and accurate reports.
Direct, organize and prioritize projects and tasks in order to meet program and department deadlines.
Provide supervision and technical direction to other employees as assigned.
Make clear and persuasive presentations.
Analyze and solve problems.
Interpret, summarize and present technical information and data in an effective manner.
Communicate effectively, either orally or in writing, with staff, City management, contractors, consultants, vendors, public officials, private representatives, community groups, and the general public.
Experience and Education:
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities, and enable the individual to successfully perform the essential functions of the position. A typical combination is:
Experience
Five (5) or more years of progressively responsible experience in management, budgetary, and administrative analyses and the management of City-wide studies and projects comparable to those of a Senior Management Analyst at the City of Brea, including three (3) years of supervisory experience.
Exhibit A
CITY OF BREA
Principal Management Analyst (continued)
4 Education
Equivalent to a Bachelor’s degree in Public Administration, Public Finance or a related field, and additional certification or training that may be related to the position assignment.
Licenses and Certificates
Possession of a valid California driver's license issued by the California Department of Motor Vehicles.
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Ability to:
Frequently sit, bend, stoop, reach, turn and twist while operating computer or office equipment or to access files and reports within work areas.
Read, analyze and interpret laws, specifications and requirements.
Communicate with City staff, management representatives, governmental and business representatives, consultants, vendors, consultants, contractors, community groups, and the general public.
Exposure to:
Vibration and pitch of computer and office equipment, including computer monitor and video screen glare.
FLSA Status: Exempt
Exhibit A
1 CITY OF BREA
PRINCIPAL PLANNER
DEFINITION
Under general direction, coordinates, plans, organizes and supervises staff responsible for current and advance professional planning duties and performs expert-level professional planning work including managing complex, specialized planning and development projects, and other special programs. This position may provide assistance in coordinating, planning, and/or organizing the work of staff responsible for economic development and code enforcement programs.
DISTINGUISHING CHARACTERISTICS
The Principal Planner position is the supervisory level classification in the professional planning series. This level is distinguished from the Senior Planner by difficulty, scope, and ability to exercise independent judgment and discretion in performing the assigned responsibilities and autonomy of which an incumbent is expected to operate. This position has a higher level of supervisory responsibility and performs more difficult and advanced planning assignments. This classification is distinguished from the City Planner classification in that the latter performs the most complex and sensitive planning assignments and has responsibility for the City’s Planning Division. The Principal Planner classification may act as the City Planner in their absence.
SUPERVISION RECEIVED AND EXERCISED
General direction is provided by the City Planner.
Responsibilities include technical and functional supervision of lower level staff as assigned.
EXAMPLES OF ESSENTIAL FUNCTIONS- Essential job functions may include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change or rescind work assignments as needed.)
Provide direct supervision to professional, technical, and clerical staff in assigned functional areas; instructs staff in work procedures and reviews and evaluates work performed.
Participate in the development and implementation of division goals, objectives, policies and priorities.
Plan, coordinate, review and participate in complex data collection, analysis, plan formulation, code interpretation, and implementation of a wide variety of planning, zoning, and development programs.
Exhibit A
CITY OF BREA
Principal Planner (continued)
2 Monitor, applies and ensures compliance with federal, state and local laws, ordinances, regulations, and policies related to municipal planning and land development.
Conduct complex and independent research projects and analyses; performs planning and zoning studies for developments; confers with developers, building designers, contractors, architects and the general public on planning and zoning matters.
Supervise, coordinate, and participate in long range planning activities, including major General Plan updates and amendments; assists in economic policy, monitors effectiveness of the General Plan implementation, zoning, and design guidelines.
Analyze and develop recommendations on planning applications submitted for discretionary review, including development permits, use permits, variances, subdivision maps, and master plans.
Remain current in the planning principles, practices, and techniques.
Prepare, review and present staff reports, technical studies, and special projects to the Planning Commission, City Council and other public and professional meetings as assigned.
Participate in developing and administering division budget; participate in the forecast of additional funds needed for staffing, equipment, and supplies; assist in monitoring and tracking the approved division budget.
Review, retain, and administer contracts with consultants and contractors as assigned.
Regularly attends the Planning Commission meetings in support of the City Planner.
Acts on behalf of City Planner in their absence.
Performs other related duties as assigned.
QUALIFICATIONS
Knowledge of:
Methods and techniques of supervision, training, performance evaluation, and personnel management.
Principles and practices of budget development and administration.
Principles, practices, and techniques of project management.
Modern principles, practices, and techniques of current and advanced local government planning and development.
Applicable Federal, State, and local laws, codes, ordinances and regulations.
Exhibit A
CITY OF BREA
Principal Planner (continued)
3 Methods and techniques for making effective public presentations of complex information.
Research and report writing methods and techniques.
Ability to:
Plan, organize, assign, review and evaluate the work of staff.
Analyze and compile technical and statistical data; interpret, summarize and present technical information and data in an effective manner.
Respond to difficult and sensitive public inquiries.
Establish and maintain effective working relationships with the public and other City personnel.
Communicate effectively, either orally or in writing, with staff, contractors, consultants, vendors, public officials, community groups, and the general public.
Experience and Education
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities, and enable the individual to successfully perform the essential functions of the position. A typical combination is:
Experience:
Five (5) years of progressively responsible experience in the field of urban and environmental planning, including both current and advance planning, of which must include a minimum two (2) years of experience that is comparable to those of a Senior Planner in the City of Brea or in another municipal environment.
In addition, a minimum one (1) year of supervisory experience required; two (2) years of supervisory experience is highly desirable.
Education:
Equivalent to a bachelor's degree from an accredited college or university with major course work in urban or regional planning, public administration, or business administration or a related field.
A Master’s degree in urban or regional planning, public administration, or business administration is desirable.
Exhibit A
CITY OF BREA
Principal Planner (continued)
4 Licenses and Certificates:
Possession of a valid Class C Driver's License issued from the California Department of Motor Vehicles.
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Ability to:
Frequently sit, bend, stoop, reach, turn and twist while operating computer or office equipment or to access files and reports within work areas.
Hear and speak to City staff, City officials, representatives from community groups, contractors, and the general public on the telephone and in person.
Read and understand complex construction and engineering drawings, plans, specifications, reports, codes, documentation, contracts, correspondence, memoranda, and other records.
Potentially required to work extended hours including evenings and weekends. When work is performed outdoors, they may be exposure to the elements.
Exposure to:
Computer glare.
Vibrations and pitch of computer, calculator, adding machine, and other office equipment.
FLSA Status: Exempt
Exhibit A
1 CITY OF BREA
PUBLIC WORKS UTILITIES SUPERVISOR
DEFINITION
To plan, organize, manage and supervise, and review the work of Water Distribution Crew Leaders and Operators in the Water, Sewer and Storm Drain Divisions of the Public Works Department; to perform a variety of technical tasks relative to the division; to be responsible for the safety and training of subordinates, working within the guidelines of the City and the Department; comply with all State and County requirements; and perform related duties as assigned.
SUPERVISION RECEIVED AND EXERCISED
Receives direction from the Public Works Utilities Manager, Public Works Director or designee.
Exercises general and technical supervision over Public Works Crew Leaders, Water Distribution Crew Leaders, Maintenance Workers I/II and Water Distribution Operators I/II in assigned divisions.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS – Duties may include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change, or rescind work assignments as needed.)
Plan, organize, assign, supervise, and review the work of Maintenance Workers, Water Distribution Crew Leader and Operators in the Water, Sewer and Storm Drain Divisions of the Public Works Department.
Assist with the preparation of the annual operating budget for the Public Works Department as relates to water distribution, sewers, and storm drain operations.
Assist with, and perform a variety of personnel actions including employee selections, promotions, performance evaluations, disciplinary actions, and dismissals.
Assign work daily for multiple workers or crews; check on work progress throughout the day.
Conduct required safety training and other operational training sessions to ensure all staff follows safety practices in work methods and procedures; enforces proper safety procedures while working in dangerous situations; ensures all assigned employees are Exhibit A
CITY OF BREA
Public Works Utilities Supervisor (continued)
2 educated and trained on rules, regulations, codes, safe work habits and potential hazards presented by their work environment.
Prepare various reports on operations and activities of division.
Purchase materials and supplies.
Oversee work of contractors.
Evaluate operations and activities of assigned division; recommend improvements and modifications.
Coordinate compliance with the California State Water Quality Resources Control Board, Division of Drinking Water.
Attend required meetings regarding water use with the Metropolitan Water District, Metropolitan Water District of Orange County, California Domestic Water Company, Orange County Sanitation District, and State Department of Dam Safety.
Submit requests for materials, tools, equipment, and other supplies needed by the division; prepare equipment specifications; maintain expenditure log for materials and service.
Be available to respond to emergency call-outs, 24-hours per day, 7 days per week.
Perform the most difficult and technically complex work of the Water Division, Sewer and Storm Drain divisions.
Respond to public service calls and complaints relative to assigned division areas of responsibility.
Assist other Public Works Department divisions as required.
Perform related duties as assigned.
QUALIFICATIONS
Knowledge of:
Methods, materials, and procedures used in public works maintenance with specialized knowledge of the following areas: water distribution systems, sewers, and storm drain systems.
Principles and practices of supervision, training, and performance evaluation.
Exhibit A
CITY OF BREA
Public Works Utilities Supervisor (continued)
3 Purposes and uses of a variety of vehicles, hand tools, power tools, and equipment.
Specialized knowledge in the following: hydraulics, pressure zones, plumbing, California State Water Resources Control Board, Division of Drinking Water reporting requirements, water quality related issues, sewer systems, computer and telemetry systems, and National Pollutant Discharge Elimination System (NPDES).
Safe work practices.
Ability to:
Plan, assign, and supervise the work of others.
Perform technically complex tasks in assigned area of responsibility.
Evaluate divisional operations and recommend improvements.
Read and interpret blueprints and mechanical schematics.
Communicate effectively, orally, and in writing.
Maintain effective working relationships; interact effectively and courteously with coworkers and the public.
Experience and Education:
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities, and enable the individual to successfully perform the essential functions of the position. A typical combination is:
Experience
Four (4) years at the journey level in a closely related field, three (3) of which were in a lead capacity.
Education
Completion of high school or the equivalent.
Completion of additional related college-level courses is desirable.
Exhibit A
CITY OF BREA
Public Works Utilities Supervisor (continued)
4 Licenses and Certificates:
Possession of a valid Class C Driver's License issued from the California Department of Motor Vehicles.
Possession of a valid Class A Driver's License issued from the California Department of Motor Vehicles is required prior to the completion on one year of employment.
Possession of a Grade D4 Water Distribution Operator certificate issued by the California State Water Resources Control Board, Drink Water Operator Certification.
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Ability to:
Frequently sit for prolonged periods of time, twist or turn, lightly grasp objects, reach and move about the work area.
Input data into computer, typewriter, and calculator for prolonged periods of time.
Perform strenuous physical labor for extended periods of time requiring physical strength, dexterity, and endurance which includes grasping, sitting, standing, walking, bending, kneeling, pulling, pushing, twisting, lifting, and carrying on a regular basis.
Hear and speak to the general public and co-workers.
Read written instructions and diagrams.
Exposure to:
Vibrations and pitch of computer, typewriter, photocopier, adding machine, and office equipment.
Computer glare.
Direct sunlight, heat, humidity, rain, wind, and cold while working outdoors.
Automotive traffic while working in and around curbs, gutters, and median strips.
Noisy equipment such as lawn mowers, chain saws, jackhammers, automotive and diesel engines, and various hand-held power tools.
Exhibit A
CITY OF BREA
Public Works Utilities Supervisor (continued)
5 Vibration while operating vehicles or power equipment.
Vehicle or machinery exhaust fumes, dust, engine grease, oils, herbicides, and pesticides.
FLSA Status: Exempt
Exhibit A
1 CITY OF BREA
UTILITY BILLING SUPERVISOR
DEFINITION
To perform advanced technical accounting work in the preparation, maintenance, and processing of accounting records, general ledger, and financial transactions; perform the most complex accounting technician tasks; oversee work in business license, cashiering, utility billing, and other finance related front counter staff functions and perform related duties as assigned.
DISTINGUISHING CHARACTERISTICS:
This is the advanced journey level in the Accounting Technician series. Position(s) in this classification are distinguished from the Accounting Technician level by the greater extent of technical knowledge, complexity and breadth of duties performed, and supervision exercised.
SUPERVISION RECEIVED AND EXERCISED
General supervision is provided by the Revenue and Budget Manager and/or Financial Services Manager or designee.
Responsibilities include technical and functional supervision of Accounting Technicians and other front counter staff.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS - Essential job functions include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of the position availability. Management reserves the right to add, modify, change, or rescind work assignments as needed).
Prepare journal entries and various financial statements and reports.
Prepare special reports for the City's independent auditor, outside agencies and for internal use.
Assist in the maintenance of the general ledger and with the input of journal vouchers.
Assist with special assignments.
Monitor and supervise Accounting Technicians and other front counter staff assigned to , business license, utility billing and other finance front counter related functions.
Oversee the installation of new and revised financial software programs, systems and procedures.
Exhibit A
CITY OF BREA
Utility Billing Supervisor (continued)
2 Review and monitor various revenues and expenditure accounts for accuracy and budget compliance.
Take leadership role with assignments involving large scale financial related system updates.
Update the various rates in the utility billing application and ensure that the changes are applied correctly.
Supervise and perform the necessary approvals for the billing of various City services.
Perform a variety of duties in accounts payable and accounts receivable such as: prepare invoices, record journal vouchers; send out past due notices; refer accounts for collection.
Audit for the accuracy of accounting and revenue codes.
Prepare month end, quarterly, and annual water revenue and other similar types of reports.
Prepare refund of special deposits for accounts payable.
Assist and oversee operations at the Finance counter which include accepting utility payments, answering questions on business tax, taking utility applications, and other miscellaneous payments.
Prepare water analysis report by acre feet and dollar amount.
Balance daily cash report and make any corrections as needed.
Monitor the operational flow of accounts receivable and cashiering as they relate to the general ledger.
Reconcile advance accounts, bank accounts, reimbursables, special deposits, County Sanitation, accounts receivable, and balance sheet accounts to the general ledger.
Review and resolve escalated customer complaints involving the interpretation of account charges and payment procedures.
Prepare journal voucher and supporting worksheets on refund checks, and keep allocation records on stores usage by City departments.
QUALIFICATIONS
Knowledge of:
Principles and practices of financial record keeping.
Exhibit A
CITY OF BREA
Utility Billing Supervisor (continued)
3 Accounting principles and terminology.
Modern office procedures and equipment, including computer-based accounting systems and personal computer spreadsheet and word processing programs.
Principles and practices of supervision, training, and performance evaluation.
Systems and procedures of, accounts payable, accounts receivable, and general ledger functions.
Ability to:
Plan, assign and supervise the work of others.
Understand and interpret principles, laws, and procedures involved in fiscal record keeping and accounting functions.
Prepare financial reports and maintain ledgers and journals.
Analyze data and draw sound conclusions.
Reconcile bank statements and/or department program financial reports.
Communicate effectively, orally and in writing.
Establish and maintain effective working relationships with co-workers, supervisors, and the general public.
Plan and organize work to meet deadlines on a timely basis.
Perform job tasks and accommodate heavy workloads with minimal supervision.
Operate a ten-key calculator, and a computer terminal for data input, and report generation.
Follow oral and written instructions.
Experience and Education:
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities and enable the individual to successfully perform the essential job functions of the position. A typical combination is:
Exhibit A
CITY OF BREA
Utility Billing Supervisor (continued)
4 Experience
Four (4) years of responsible experience in the maintenance of financial, fiscal, and related statistical records, including one (1) year of supervisory experience.
Education
Equivalent to an Associate of Arts degree supplemented by college-level courses in accounting or business financial practices.
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to the following.
Ability to:
Frequently sit, stand, twist or turn, lightly grasp objects, reach and move about work area.
Input data into computer and calculator for prolonged periods of time. Hear and speak to the general public and co-workers on the telephone and in person.
Read account entries, memos, letters, correspondence and computer reports.
Exposure to:
Vibrations and pitch of computer, typewriter, calculator, adding machine and other office equipment.
Computer glare.
FLSA Status: Non-Exempt
Exhibit A
1 CITY OF BREA
MANAGEMENT ASSISTANT
DEFINITION
Under general supervision, performs a broad range of technical and administrative support of departmental functions and programs; and provides responsible administrative assistance to management staff; performs other related duties as required
DISTINGUISHING CHARACTERISTICS
This is the entry-level paraprofessional classification that may be used for a wide variety of technical/paraprofessional assignments in any City department. Incumbents in this classification are responsible for performing, coordinating, and/or administering a variety of responsible, confidential, and/or complex technical and administrative duties in support of the assigned department's programs and operations. Incumbents are expected to perform the full scope of assigned duties. Job assignments are in specific departments and/or programs, where incumbents are expected to assist the department director, division manager, and/or higher-level analysts with operational, and administrative functions. This classification is distinguished from the next higher classification of Management Analyst I in that the latter performs professional-level duties and has full responsibility for assigned programs and projects and performs extensive budgeting work.
SUPERVISION RECEIVED AND EXERCISED
Receives general supervision from the department director, Senior Management Analyst, or designee.
No supervision is exercised.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS - Essential job functions include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change, or rescind work assignments as needed).
Performs various entry-level administrative and routine analytical support duties in assigned City department including conduct research, analyze data, and prepare written and/or oral conclusions and recommendations on assigned projects, including preparation and presentation of City Council items; assist in the preparation of grants; and prepare forms, procedures, manuals, and regulations aimed towards more effective methods of operation.
Assists in coordinating and monitoring the assigned budget; compiles annual budget Exhibit A
CITY OF BREA
Management Assistant (continued)
2 requests; assists with revenue projections; recommends expenditure requests for designated accounts; monitors approved budget accounts.
Prepares and updates a variety of departmental forms, manuals, and informational materials.
Assist in research and preparation of accurate specifications, bidding, and contract documents; monitor contracts compliance; and prepare progress payment reports.
Develops and/or maintains automated tracking systems for a variety of programs.
Assists in the development of various community awareness and promotional materials; responds to citizen comments, inquiries and requests for information.
Assists in planning, coordinating, implementing, and promoting assigned programs, projects, and initiatives; participates in the development and implementation of program goals, objectives, policies, procedures, and priorities.
Responds to inquiries and provides information regarding departmental programs, policies, and procedures; researches and explains policies, practices, and requirements; refers callers and visitors to appropriate staff as appropriate.
May serve on administrative and departmental committees on behalf of the assigned department.
Coordinates activities with other divisions and City departments and assists others in the performance of related tasks.
Performs other related duties and responsibilities as required.
QUALIFICATIONS
Knowledge of:
Principles, practices, and techniques related to assigned department.
General clerical and administrative procedures.
Organization and functions of assigned department.
Methods and procedures of budget preparation.
Basic principles of mathematics.
Applicable Federal, State, and local laws, codes, and regulations.
Exhibit A
CITY OF BREA
Management Assistant (continued)
3 Standard office procedures, practices and equipment; modern office equipment, including a computer and applicable software; methods and techniques for record keeping and report preparation and writing.
Spelling, and grammar; occupational hazards and standard safety practices.
Ability to:
Perform specialized technical and routine administrative tasks.
Conduct research, perform analysis, and prepare and present reports of findings; coordinate assigned programs; perform mathematical calculations quickly and accurately; interpret, explain and apply applicable laws, codes, ordinances, and regulations.
Read, interpret and record data accurately.
Organize, prioritize and follow up on work assignments.
Work independently and as part of a team; make sound decisions within established guidelines.
Analyze a complex issue, and develop and implement an appropriate response.
Follow written and oral directions; observe safety principles and work in a safe manner; communicate clearly and concisely, both orally and in writing.
Establish and maintain effective working relationships.
Experience and Education:
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities, and enable the individual to successfully perform the essential functions of the position. A typical combination is:
Experience
One (1) year of increasingly responsible clerical, technical, and routine administrative experience is desirable. Previous administrative, clerical, or technical work experience in a public sector agency performing administrative work may supplement education.
Education
High school graduation or GED is required. College-level coursework in Exhibit A
CITY OF BREA
Management Assistant (continued)
4 public administration, accounting, or a related field.
Equivalent to a Bachelor's degree from an accredited college or university with major study in in public administration, business administration, finance, economics or closely related field is desirable.
A Bachelor’s degree may substitute for one (1) year of experience.
Licenses and Certificates:
Possession of a valid driver's license issued from the California Department of Motor Vehicles.
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Ability to:
Frequently sit, stand, reach, lean, twist, turn, grasp, lift, push, pull, bend and kneel; sit for prolonged periods of time.
Input data into computer, typewriter, and calculator for prolonged periods of time.
Hear and speak to the general public and City staff on the telephone and in person.
Read reports, contracts, correspondence, memorandums, and other records.
Exposure to:
Vibrations and pitch of computer, and other office equipment.
Computer glare.
FLSA: Non-Exempt
Exhibit A
1 CITY OF BREA
PAYROLL TECHNICIAN
DEFINITION
To perform technical accounting work in the preparation, maintenance, and processing of accounting records and financial transactions; and perform a range of tasks related to the City’s payroll, including entering and maintaining related records regarding salary and benefits.
DISTINGUISHING CHARACTERISTICS
Positions in this classification are flexibly staffed and are normally filled by advancement from the Accounting Technician II level, or, when filled from the outside, require prior accounting clerical or payroll experience. Payroll Technician positions, as distinguished from Accounting Technician II positions, are expected to work under general supervision and perform the full range of moderately difficult tasks in one or more routine segments of the accounting and payroll record keeping system.
SUPERVISION RECEIVED AND EXERCISED
General supervision is provided by the Payroll Supervisor.
Responsibilities may include technical supervision of Accounting Technician I positions.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS Depending upon assignment, essential job functions include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change or rescind work assignments as needed).
Verify documents, and other records for arithmetical accuracy, consistency, reasonableness, and budget accounting requiring application of established coding and record keeping practices; research and resolve discrepancies within established procedures.
Assemble, sort, tabulate, code, and file fiscal and statistical data; make arithmetical calculations and verify totals and extensions; input and retrieve data to and from City's payroll system, and maintain records to post, adjust, reconcile and balance payroll related accounts.
Assist with preparing payroll journal entries and a variety of statements and reports.
Respond to inquiries and/or complaints in person, in writing, or by telephone; answer questions and advise on procedures in preparing payroll transactions.
Issue routine correspondence to employees, vendors, businesses, or the public Exhibit A
CITY OF BREA
Payroll Technician (Continued)
2 according to established procedures.
Generate computer or manual checks in accordance with established procedures.
Operate a variety of office machines and equipment such as computer terminal, ten-key adding machine, calculator, and copier.
Enter data for new hires, salary, benefits, deductions and related personnel changes using a computer terminal; enter time records for the processing of payroll checks and payroll records.
Process payroll check register and assist in reconciling and balancing payroll; make necessary adjustments.
Receive garnishments from the courts and prepare checks; calculate retirement allocations; prepare demands for payment.
Attends specialized training seminars to remain current with any changes in payroll tax law and PERS system requirements. Reports changes to supervisor and implements approved changes.
Perform related duties as assigned.
QUALIFICATIONS
Knowledge of:
Basic accounting and payroll principles.
Basic mathematics.
Basic bookkeeping procedures.
Principles and practices of financial and payroll record keeping.
Modern office practices, procedures and equipment, including computer-based accounting and payroll systems.
Ability to:
Learn financial record keeping principles and payroll practices and principles.
Learn to use a computer-based payroll system.
Communicate effectively both orally and in writing.
Establish and maintain cooperative relationships with co-workers, supervisors, City officials, and the general public.
Exhibit A
CITY OF BREA
Payroll Technician (Continued)
3 Operate a ten-key calculator.
Follow oral and written instructions.
Understand and interpret principles, laws, and procedures involved in fiscal record keeping and payroll functions.
Prepare financial reports and maintain ledgers and journals.
Analyze data and draw sound conclusions.
Operate a computer terminal for data input, inquiry, and report generation.
Plan and organize work to meet deadlines in a timely basis.
Perform job tasks with minimal supervision.
Experience and Education:
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities, and enable the individual to successfully perform the essential functions of the position. A typical combination is:
Experience
Two (2) years responsible experience in the maintenance of financial, fiscal, payroll and related statistical records. Experience in public agency payroll processing is highly desirable.
Education
Equivalent to completion of the twelfth grade supplemented by specialized training in accounting and/or payroll.
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Ability to:
Frequently sit, stand, lean, twist or turn, lightly grasp objects, reach and move about work area.
Input data into computer and calculator for prolonged periods of time.
Hear and speak to the general public and City staff on the telephone and in person.
Exhibit A
CITY OF BREA
Payroll Technician (Continued)
4 Read account entries, timecards, memos, letters, correspondence and computer reports.
Exposure to:
Vibrations and pitch of computer, typewriter, calculator, adding machine and other office equipment.
Computer glare.
FLSA Status: Non-Exempt
Exhibit A
CITY OF BREA
FIRE DEPUTY CHIEF
DEFINITION
To assist the Fire Chief in the administration and overall management of Fire Department programs and services. Provide highly responsible and complex administrative support to the Fire Chief in the delivery of fire suppression, emergency medical services, hazardous situation mitigation, disaster response, fire prevention inspections, budget and personnel administration, training, and community education activities. Act as Fire Chief in his/her absence and perform related duties, as assigned.
DISTINGUISHING CHARACTERISTICS
The Fire Deputy Chief is the top-level administrative management position reporting directly to the Fire Chief. The Fire Deputy Chief assists in leading and managing the department, is responsible for the effective administration of both sworn and non-sworn professional, technical, and support staff including functional supervision of Battalion Chiefs and Division Chiefs. The Fire Deputy Chief is distinguished from the Fire Division Chief in that the Fire Deputy Chief has department wide responsibilities.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS - Essential job functions may include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change or rescind work assignments as needed.)
Assists the Fire Chief in planning, implementing, and directing the services and activities related to the delivery of Fire Department operations including but not limited to, fire suppression, emergency medical delivery, hazardous situation mitigation, disaster response, fire prevention inspections, budget and personnel administration, training, and community education programs.
Establishes strategies and programs to meet department operational goals; reviews operational activities and programs to identify issues and create solutions for improving service delivery; recommends and administers new policies and procedures to increase department efficiency and effectiveness.
Participates in the development of the department budget including the forecast of revenue, expenses and funds needed for staffing, equipment, materials, and supplies; guides subordinate managers in developing and administering division and unit budgets.
Coordinates department activities with other City departments and outside agencies; participates in public meetings, staff meetings, special committees, task forces, and Exhibit A
CITY OF BREA
Fire Deputy Chief (Continued)
2 professional organizations; prepares and present reports to the City Council, community groups, and outside agencies.
Responds to major emergency incidents; assumes command as Incident Commander when appropriate and directs assigned fire department resources in the suppression of fires, medical or other emergency situations.
Assists in directing disaster preparedness and other programs, works to maximize individual and community preparedness and to minimize the loss of life and property within the community.
Ensures City personnel policies and employee labor agreements are implemented and applied consistently throughout the department.
Monitors, evaluates and documents work performance of subordinate personnel; recommends and coordinates with supervisors employee recognition, promotion, discipline and termination.
Responds to and resolves difficult and sensitive citizen inquiries and complaints.
Serves as acting Fire Chief when assigned; acts on behalf of the Fire Chief in their absence.
QUALIFICATIONS
Knowledge of:
Leadership and management principles and practices related to administration of a municipal fire department.
Principles and modern methods of fire administration including organization, fiscal management, budgetary preparation and controls, program planning, implementation and administration.
Modern firefighting, fire prevention, medical response, hazardous materials response, and rescue principles, procedures and practices.
Operation, maintenance, and uses of firefighting apparatus and equipment.
Fire prevention principles, practices, and techniques.
Applicable laws, rules, regulations, ordinances, and codes pertaining to fire prevention, inspection, and suppression.
Federal and state laws including the Firefighters Bill of Rights, personnel rules and regulations, labor memorandums of understanding; and typical rules and Exhibit A
CITY OF BREA
Fire Deputy Chief (Continued)
3 procedures governing activities of a fire department serving an urban, industrial and wildland area.
Principles of personnel management and employee supervision, training and discipline, including its application through subordinate managers.
Ability to:
Plan, direct, and organize fire suppression, prevention, preparedness, and support activities.
Successfully supervise the effective use of personnel, fire equipment and apparatus at fire and other emergency situations
Research, analyze, and evaluate new service delivery methods and techniques.
Interpret and apply applicable federal, state, and local policies, laws, and regulations.
Select, supervise, train, plan, organize, direct, coordinate the work of lower level staff; supervise, motivate and evaluate subordinates.
Conduct a thorough fact-finding investigation and to enforce regulations firmly, tactfully and impartially.
Communicate clearly and concisely, orally, and in writing.
Establish and maintain effective working relationships with subordinates, other City employees and officials, property owners, civic groups and the public.
Maintain work effectiveness with frequent changes in workload and priority of assignments, and under the pressure of meeting deadlines.
Exercise independent judgement in selecting an appropriate course of action from among many alternatives.
Perform competently in dynamic, highly stressful situations.
Work extended hours and days to meet operational needs.
Experience and Education:
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities. A typical combination is:
Exhibit A
CITY OF BREA
Fire Deputy Chief (Continued)
4 Experience
Seven years of broad experience in all phases of municipal fire suppression and prevention work, including three years in a responsible management capacity.
Education
Equivalent to a bachelor’s degree from an accredited college or university with major coursework in fire science, public or business administration or related field is highly desirable.
Licenses and Certificates:
Valid and appropriate California Driver’s License with the necessary California Department of Motor Vehicle Endorsements/Restrictions required for operating firefighting equipment and acceptable driving record at the time of application and maintenance of such throughout employment in this position.
Certification by the State of California as a Fire Officer or Company Officer at the time of application.
Possession of a current State of California approved Emergency Medical Technician (EMT) 1, EMT-P or EMT Fire Service Certificate at the time of application.
Valid and appropriate Red Cross or American Heart Association cardiopulmonary resuscitation (CPR) certification at time of application and throughout employment in this position.
ICS 400 certification.
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Ability to:
Frequently sit, stand, reach, lean, twist, turn, grasp, lift, push, pull, bend and kneel, and sit for prolonged periods of time.
Input data into computer.
Hear and speak to the general public and City staff on the telephone and in person.
Exhibit A
CITY OF BREA
Fire Deputy Chief (Continued)
5 Read reports, contracts, correspondence, memorandum, and other records.
Exposure to:
Vibrations and pitch of computer, typewriter, and other office equipment.
Computer glare.
Extreme heat, smoke, dust, fumes and inclement weather.
Noises such as, but not limited to: sirens, alarms, diesel engines, pumps, power saws and hydraulic tools.
Hazardous materials and infectious or communicable diseases.
Employees shall as a condition of their continued employment not smoke or use any tobacco products at any time while on, or off, duty; except, however, employees who were represented by the Fire Management Association prior to July 1, 1988. Violation of this condition of employment may subject the employee to disciplinary action.
FLSA Status: Exempt
Exhibit A
CITY OF BREA
1 FIRE DIVISION CHIEF
DEFINITION
To perform responsible management, technical and administrative work in fire administration and training; to provide highly responsible and technical staff assistance and perform other related duties, as assigned.
SUPERVISION RECEIVED AND EXERCISED
General direction is provided by the Fire Chief.
Provides direct supervision to Fire Captain/Administration and Emergency Preparedness Coordinator; technical and functional supervision is regularly provided for all other lower level sworn and non-sworn fire personnel.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS - Essential job functions may include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change or rescind work assignments as needed).
Develop and implement policies, goals, objectives and priorities.
Manage and coordinate various Fire Department activities and projects (e.g., Fire Department training program, civil preparedness plans and programs, Fire Department management information system and special projects) within the Fire Department, and with other City departments and divisions.
Formulate and update Fire Department policies and procedures.
Coordinate and participate in fire protection planning efforts.
Represent the Fire Department before the City Council, Commissions, Boards and Committees on fire related matters, as necessary.
Assist in preparing and administering the Fire Department budget.
Develop and maintain a variety of records and reports.
Supervise, train and evaluate subordinates.
May respond to emergency incidents and function in an overhead position within the Incident Command System and Operations Manual guidelines.
Exhibit A
CITY OF BREA
Fire Division Chief (continued)
2 May serve as Acting Fire Chief in the absence of the Fire Chief.
QUALIFICATIONS
Knowledge of:
Principles, methods, practices and techniques of modern fire suppression and prevention.
Applicable local, state, and federal codes and regulations.
Principles and practices of organization, administration, budgeting and personnel management.
Sound principles and practices of personnel deployment, supervision, scheduling, evaluation, employee development and training.
Fire apparatus, equipment, tools, devices, facilities and their proper utilization, maintenance requirements and methods.
Ability to:
Communicate clearly and concisely, verbally and in writing.
Establish and maintain effective working relationships with City officials, coworkers, supervisors, subordinates and the general public.
Effectively interpret, apply and enforce provisions of federal and state laws, City and departmental rules, regulations and policies, labor negotiation agreements and all other pertinent regulations and policies.
Evaluate suppression, prevention, and emergency medical programs; make policy and budgeting recommendations.
Prepare and maintain a variety of records and reports.
Supervise, train, and evaluate assigned subordinates.
Make sound decisions and direct operations at the scene of an emergency.
Experience and Education:
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities, and enable the individual to successfully perform the essential functions Exhibit A
CITY OF BREA
Fire Division Chief (continued)
3 of the position. A typical combination is:
Experience
Five years of progressively responsible work experience in fire suppression and prevention, and field command officer experience, including supervisory and administrative responsibility.
Education
Equivalent to a bachelor’s degree with major work in Fire Science, Fire Administration, Public Administration, or a closely related field.
Licenses and Certificates:
Valid and appropriate California Driver’s License with the necessary California Department of Motor Vehicle Endorsements/Restrictions required for operating firefighting equipment and acceptable driving record at time of application and maintenance of such throughout employment in this position.
Certification by the State of California as a Fire Officer or Company Officer at time of application.
Possession of a California State Fire Marshal Chief Officer Certificate or have completed the following classes towards a Chief Officer Certificate:
Chief Officer 3A
Chief Officer 3B
Chief Officer 3C
Chief Officer 3D
I-300
Possession of a California State Fire Marshal Chief Officer Certification is required prior to the completion of one year.
Certification of completion of NWCG or California State Fire Marshal S330 (Strike Team Leader Trainee) and I-400 is desirable but is required prior to the completion of one year.
Possession of a current State of California approved Emergency Medical Technician (EMT) 1, EMT-P or EMT Fire Service Certificate at time of application.
Valid and appropriate Red Cross or American Heart Association cardiopulmonary resuscitation (CPR) certification at time of application and throughout employment in this position.
Exhibit A
CITY OF BREA
Fire Division Chief (continued)
4 PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Ability to:
Frequently sit, stand, reach, lean, twist, turn, grasp, lift, push, pull, bend and kneel; sit for prolonged periods of time.
Walk to different areas at the scene of an emergency.
Hear and speak to City staff and the general public on the telephone and in person.
Read and understand technical materials related to fire fighting and prevention, reports, correspondence, memorandums, and other records.
Exposure to:
Vibrations and pitch of computer and other office equipment.
Extreme heat, smoke, dust, fumes and inclement weather.
Noises such as, but not limited to: sirens, alarms, diesel engines, pumps, power saws and hydraulic tools.
Hazardous materials and infectious or communicable diseases.
Employees shall as a condition of their continued employment not smoke or use any tobacco products at any time while on, or off, duty; except, however, employees who were represented by the Fire Management Association prior to July 1, 1988. Violation of this condition of employment may subject the employee to disciplinary action.
FLSA Status: Non-Exempt
Exhibit A
1 CITY OF BREA
DEPUTY DIRECTOR OF COMMUNITY DEVELOPMENT
DEFINITION
To plan, manage, organize and direct comprehensive planning and development services program functions in the Community Development department; including Planning, Economic Development, Housing, and Development Services activities; serve as a specialized division Manager within the department; to assist the Community Development Director; and provide highly responsible professional support for the overall management of the department, including budget preparation and administration, strategic planning, and supervision of personnel.
SUPERVISION RECEIVED AND EXERCISED
General direction is provided by the Community Development Director.
Exercise direct supervision of managerial, professional, technical and clerical staff.
EXAMPLES OF DUTIES- Essential job functions include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change or rescind work assignments as needed).
Plan, organize, coordinate and direct through subordinate supervisors the daily operations of Planning and Development Services. Evaluate existing programs to determine effectiveness and recommend improvement in service delivery.
Select, train, motivate, and evaluate assigned personnel; provide or coordinate staff training; work with employees to correct deficiencies; implement discipline and termination procedures.
Perform and oversee highly responsible and complex technical and analytical staff functions.
Respond to and resolve complex citizen inquiries and complaints; assist City staff and the general public in applying zoning and development codes and other plans and policies to specific projects, issues, and concerns.
Participate in strategic planning for departmental activities and develop short and longrange goals for planning related functions. Develop and monitor standards and service levels.
Exhibit A
CITY OF BREA
Deputy Director of Community Development (continued)
2 Supervise the preparation and administration of operating budgets and assist with the preparation and administration of the department budget. Monitor and control expenditures.
Work closely with citizen advisory boards, and City and community officials to provide technical assistance and advice.
Research, prepare and present oral and written reports to the City Council, commissions, committees, and boards.
Prepare a wide variety of memos, reports and correspondence regarding department activities and operations.
Analyzes complex issues, problems and concerns and develop and evaluate alternatives.
Aid in the negotiation and administration of funding agreements and contracts with other public and/or private agencies. Participate in the analysis of conceptual proposals and development plan feasibility.
Acts on behalf of the Community Development Director in their absence.
Perform related duties as assigned.
QUALIFICATIONS
Knowledge of:
Principles and practices of comprehensive urban planning and economic and statistics.
Research methods and sources of information related to urban growth and development.
Statutes relating to general plans, environmental matters, zoning, and land divisions.
Relevant Federal and State laws, regulations, and procedures concerning community development, affordable housing and rehabilitation.
Principles, practices and methods of public administration, including budgeting, purchasing, real estate, property management, economic development, and personnel management.
Financial procedures, regulations, and laws pertaining to real estate, loan management, property improvements, and bonding procedures.
Exhibit A
CITY OF BREA
Deputy Director of Community Development (continued)
3 Grant development methods and techniques.
Monitor developments in development and economic development administration and programming, business attraction and retention.
Principles and practices of organization, supervision, and personnel management.
Ability to:
Supervise, evaluate, assign and coordinate the work of professional, technical and clerical personnel.
Recognize and deal with newly emerging attitudes in environmental and economic impacts of urban planning.
Interpret building and safety, planning, and zoning programs for the general public.
Communicate clearly and concisely, orally and in writing.
Understand the applicability of existing Federal and State laws and regulations and keep abreast of current developments in legislation and trends.
Meet and work effectively with a variety of policy boards, commissions, committees, property owners, and the general public.
Develop, assist, and monitor budgets.
Prepare and submit reports, memoranda, applications, and other documents.
Plan, design, and participate in the preparation of various Federal Grant applications on behalf of the City.
Establish and maintain effective relationships with City officials, other governmental agencies, citizens and the public.
Experience and Education:
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities. A typical combination is:
Exhibit A
CITY OF BREA
Deputy Director of Community Development (continued)
4 Experience
Six (6) years of progressively responsible management experience in Community Development, Housing Development, Economic Development, Planning or Building and Safety, including three (3) years in a supervisory or management capacity.
Education
Equivalent to a bachelor's degree from an accredited college or university with major coursework in community development, economic development, building and safety, public or business administration, urban or regional planning or a related field.
A Master's degree in community development, public or business administration, urban or regional planning or a related field is desirable.
Licenses and Certificates:
Possession of a valid driver's license issued from the California Department of Motor Vehicles.
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Ability to:
Communicate to City staff, City officials, and representatives from community groups, contractors, and the general public on the telephone and in person.
Operate office equipment and machinery requiring simple but continuous adjustments, such as computer keyboard/typewriter, fax machine, photocopier, microfiche reader, telephone and audio/visual equipment.
Stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.
Potentially required to work extended hours including evenings and weekends. When work is performed outdoors, they may be exposure to the elements.
Exhibit A
CITY OF BREA
Deputy Director of Community Development (continued)
5 Exposure to:
Computer glare.
Vibrations and pitch of computer, typewriter, calculator, adding machine, and other office equipment.
FLSA Status: Exempt
Exhibit A
1 CITY OF BREA
DEPUTY DIRECTOR OF PUBLIC WORKS
DEFINITION
To plan, organize, manage, and provide administrative direction and oversight for the Public Works Department including, but not limited to Administration, Engineering, Water, Streets and Sanitation, Building Maintenance, Parks and Tree Maintenance, and Equipment Maintenance Divisions; provides highly responsible and complex professional assistance and support to the Public Works Director.
SUPERVISION RECEIVED AND EXERCISED
Receives administrative direction from the Public Works Director.
Exercises general direction and supervision over supervisory, professional, technical, and administrative support through subordinate levels of supervision.
EXAMPLES OF DUTIES - Essential job functions include, but are not limited to, the following: (These functions may not be present in all positions in this classification.
When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change or rescind work assignments as needed).
Manages and participates in the development and implementation of goals, objectives, policies, and priorities for the assigned divisions.
Serves as liaison between operational divisions of the Department; coordinates the administrative activities between and among the divisions to ensure continuity, consistency and management oversight for the day-to-day administrative functions of all divisions of the Department.
Prepare department budget; participate in the forecast of revenue, expenses and additional funds needed for staffing, equipment, materials, and supplies; monitor expenditures and approve purchases;
Researches and identifies federal, state and local grants to leverage local dollars; Continuously monitors and evaluates the efficiency and effectiveness of methods and procedures; assesses and monitors work load, administrative and support systems, and identifies opportunities for improvement and reviews with the Director; directs the implementation of improvement.
Exhibit A
CITY OF BREA
Deputy Director of Public Works (continued)
2 Selects, trains, motivates, and evaluates assigned personnel; provides or coordinates staff training works with employees on performance issues; responds to staff questions and concerns; makes discipline recommendations to the Director.
Ensures adherence to regulations/codes related to hazardous waste, underground tanks, and other environmental concerns.
Represents the Public Works Department at other City departments, divisions, elected officials, outside agencies, and the public; attends meetings in various locations; provides staff support to commissions, committees, and task forces; participates in community events and workshops that provide public information regarding departmental programs, projects, and services.
Prepares, reviews, and presents staff reports, various management and information updates, and reports on special projects to the City Council, as well as various boards, commissions, and committees, as assigned by the Public Works Director.
Establishes and maintains effective working relationships with a variety of local, regional, state and federal officials, consultants, contractors, community group and organizations.
Analyzes alternatives and makes recommendations regarding such matters as organizational structure, budget development and administration, staffing, facilities, equipment, cost analysis, productivity, policy or procedure modifications, etc.
Respond to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations.
Conducts Capital Improvement Program (CIP) planning activities; provides oversight and input into the conceptual design of engineering projects; investigates and resolves problems with scope of work or cost issues of major facility upgrades and replacement projects.
Acts on behalf of the Public Works Director in their absence.
Perform related duties as assigned.
QUALIFICATIONS
Knowledge of:
Materials, methods, tools, and equipment used in the maintenance of public works systems, streets, parks, buildings, water and equipment, and other Public Works operations.
Exhibit A
CITY OF BREA
Deputy Director of Public Works (continued)
3 Water conservation and wastewater management practices associated with different property uses.
Principles and practices of civil engineering, facility maintenance and public works construction projects.
Report writing techniques.
Municipal accounting and budgeting practices.
Advanced principles and practices of management and supervision.
Safety principles, practices, and procedures.
Operation and management practices of City government generally.
Ability to:
Plan, organize, assign, and manage the work of engineering, construction, maintenance service, and operational personnel.
Analyze Division's operations and recommend improvements.
Work with staff to plan and coordinate personnel and equipment assignments.
Establish effective working relationships with employees, contractors, the general public and officials of other governmental agencies.
Read and interpret plans, specifications, and diagrams.
Analyze and interpret federal and state regulations.
Estimate job costs.
Organize and conduct Division training programs.
Administer Public Works contracts.
Interact effectively with public interest groups relative to City maintenance services.
Interact effectively with the City Council and City Manager relative to Departmental management.
Exhibit A
CITY OF BREA
Deputy Director of Public Works (continued)
4 Experience and Education:
To qualify for this classification, an individual must possess any combination of experience and education that would likely produce the required knowledge and abilities. A typical combination is:
Experience
Six (6) years of increasingly responsible experience in engineering, construction, maintenance and operation of water systems, streets, parks or buildings including three (3) years in a supervisory or management capacity.
Education
The completion of high school, supplemented by college courses on construction, water systems or other public works subjects and supervisory or management principles and practices.
Equivalent to a bachelor's degree from an accredited college or university with major coursework in Engineering, Public Administration or related field.
Master's degree in Engineering, Public Administration, or a related field is highly desirable.
Licenses and Certificates:
Possession of a valid Driver’s License issued from the California Department of Motor Vehicles.
Possession of a valid Certificate of Registration as a Professional Civil Engineer from the State of California is desirable
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Ability to:
Frequently sit for prolonged periods of time, twist or turn, lightly grasp objects, reach, and move about the work area.
Input data into computer, typewriter, and calculator for prolonged periods of time.
Exhibit A
CITY OF BREA
Deputy Director of Public Works (continued)
5 Perform strenuous physical labor for extended periods of time requiring physical strength, dexterity and endurance, which includes grasping, sitting, standing, walking, bending, kneeling, pulling, pushing, twisting, lifting, and carrying on a regular basis.
Hear and speak to the general public and co-workers.
Read written instructions and diagrams.
Exposure to:
Vibrations and pitch of computer typewriter, photocopier, adding machine, and office equipment.
Direct sunlight, heat, humidity, rain, wind, and cold while working outdoors.
Automotive traffic while working in and around curbs, gutters, and median strips.
Noisy equipment such as lawn mowers, chain saws, jackhammers, automotive and diesel engines, and various hand-held power tools.
Vibration while operating vehicles or power equipment.
Vehicle or machinery exhaust fumes, dust, engine grease, oils, herbicides, and pesticides.
FLSA Status: Exempt
Exhibit A
1 CITY OF BREA
PUBLIC WORKS MANAGER
DEFINITION
To perform highly responsible managerial work overseeing an assigned division of the Public Works Department exercising a considerable degree of judgment and discretion in establishing work plans and priorities within the confines of department guidelines and policies; to assist the director with the planning, organizing, managing, and reviewing of field operations and the City's solid waste collection, disposal, and recycling programs within the assigned division; and perform related duties, as assigned.
SUPERVISION RECEIVED AND EXERCISED
Receives general direction from the Public Works Director, Deputy Director of Public Works, or designee.
Exercises direct supervision over supervisory, professional, technical, and administrative support staff.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS – Duties may include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change, or rescind work assignments as needed.)
Plan, organize, direct the daily operations, monitor, evaluate, and make recommended improvements and modifications to one of the following assigned field divisions: Streets and Sanitation, Parks and Trees Maintenance, Maintenance Districts, Building Maintenance, or Equipment Maintenance.
Plans, coordinates, directs, and reviews the refuse collection and disposal operations.
Monitors the performance of solid waste franchise haulers and manages respective contracts; ensures that services are provided within contract specifications.
Directs the development, implementation, and operation of various programs, including the Recycling program; prepares grant applications and oversees grant funding administration; conducts research and performs statistical analysis of the effectiveness of solid waste programs and oversees staff the conduct of related studies.
Plan, organize, assign, supervise, direct, and review the work of subordinate Public Works field staff of assigned division
Participates in the development and implementation of goals, objectives, policies, and Exhibit A
CITY OF BREA
Public Works Manager (Continued)
2 priorities for the division; recommends within division policy, appropriate service and staffing levels; recommends and administers policies and procedures Assist with, and perform a variety of personnel actions including employee selection, promotions, performance evaluations, disciplinary actions, and dismissals.
Monitor the day-to-day control of expenditures for materials and supplies; estimate labor and material costs.
Assist in the preparation of the Capital Improvement Budget for the City, and assume responsibility for preparation of the assigned division’s annual operating budget.
Prepare plans for improvements and modifications to field operations of assigned division.
Prepare specifications for contract maintenance work.
Prepare specifications for the purchase of new equipment.
Prepares agenda reports to Council and Commissions on items related to Public Works operations.
Respond to public inquiries and requests relative to maintenance services.
Coordinate with other City departments regarding maintenance support services and to meet the overall goals and objectives of the City.
Represent the City before outside agencies and at professional meetings, as required; may represent the Public Works Director and/or Deputy Director of Public Works in their absence.
Ensures staff compliance with City and mandated safety rules, regulations, and protocols; develops and proposes safety requirements.
Ensures contractor performance is in compliance with contract terms, conditions and specifications.
Oversees the preparation and submission of regular operations reports to federal, state, and local agencies; reviews the work of staff to ensure compliance with applicable federal, state, and local laws, codes, and regulations.
Be available to respond to emergency call-outs, 24-hours per day, 7 days per week.
Perform the most difficult and technically complex work of the assigned division.
Perform related duties as assigned.
Exhibit A
CITY OF BREA
Public Works Manager (Continued)
3 QUALIFICATIONS
Knowledge of:
Methods, materials, tools, equipment, and procedures used in public works maintenance with specialized knowledge as required for assigned division, such as, but not limited to: Streets and Sanitation, Parks and Trees Maintenance, Maintenance Districts, Building Maintenance, and Equipment Maintenance.
General engineering knowledge and practice; e.g., reading and interpretation of plans and specifications.
Solid waste and recycling program management; California integrated Waste Management Board (CIWMB) regulations and standards
Principles and practices of management and supervision, training, and performance evaluation.
Purposes and uses of a variety of vehicles, hand tools, power tools, and equipment.
The uses and operation of heavy equipment and mechanical equipment.
Methods and techniques of preparing technical and administrative reports and general business correspondence.
Principles and practices of budget development and management.
Principles and practices of contract administration and management.
Federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to assigned areas of responsibility.
Ability to:
Plan, organize, assign, and supervise the work of construction, maintenance service, and operational personnel.
Perform technically complex tasks in assigned area of responsibility.
Evaluate divisional operations and recommend improvements.
Evaluate and recommend improvements in operations, procedures, polices or methods.
Exhibit A
CITY OF BREA
Public Works Manager (Continued)
4 Work with subordinates to plan and coordinate personnel and equipment assignments.
Establish effective working relationships with employees, contractors, the general public, and officials of other governmental agencies.
Read and interpret plans, specifications, and diagrams.
Analyze and interpret federal and state regulations.
Estimate job costs.
Organize and conduct division training programs.
Administer public works contracts.
Communicate effectively, orally, and in writing with department personnel, other City departments, State and County representatives, contractors and vendors, citizens' groups and the general public.
Operate computer and related software to input, query and maintain data and/or conduct research.
Make decisions and maintain work effectiveness with frequent changes in workload and priority of assignments, in order to meet deadlines.
Experience and Education
To qualify for this classification, an individual must posses any combination of experience and education that would likely produce the required knowledge and abilities. A typical combination is:
Experience:
Five (5) years of increasingly responsible experience in construction, maintenance and operation of streets, parks, buildings, or equipment, two (2) years of which were in a supervisory capacity.
Education:
The completion of high school supplemented by college courses on construction, or other public works subjects and supervisory or management principles and practices.
Exhibit A
CITY OF BREA
Public Works Manager (Continued)
5 Licenses and Certificates:
Possession of a valid Driver’s License issued from the California Department of Motor Vehicles.
Possession of a valid Class A Driver's License issued from the California Department of Motor Vehicles may be required.
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Ability to:
Frequently sit for prolonged periods of time, twist or turn, lightly grasp objects, reach, and move about the work area.
Input data into computer, typewriter, and calculator for prolonged periods of time.
Perform strenuous physical labor for extended periods of time requiring physical strength, dexterity and endurance, which includes grasping, sitting, standing, walking, bending, kneeling, pulling, pushing, twisting, lifting, and carrying on a regular basis.
Hear and speak to the general public and co-workers.
Read written instructions and diagrams.
Exposure to:
Vibrations and pitch of computer typewriter, photocopier, adding machine, and office equipment.
Direct sunlight, heat, humidity, rain, wind, and cold while working outdoors.
Automotive traffic while working in and around curbs, gutters, and median strips.
Noisy equipment such as lawn mowers, chain saws, jackhammers, automotive and diesel engines, and various hand-held power tools.
Vibration while operating vehicles or power equipment.
Vehicle or machinery exhaust fumes, dust, engine grease, oils, herbicides, and pesticides.
FLSA Status: Exempt
Exhibit A
1 CITY OF BREA
PUBLIC WORKS UTILITIES MANAGER
DEFINITION
To perform highly responsible managerial work overseeing the Water, Sewer and Storm Drain Divisions of the Public Works Department exercising a considerable degree of judgment and discretion in establishing work plans and priorities within the confines of department guidelines and policies; to assist the director with the planning, organizing, managing, and reviewing of field operations within the Water, Sewer and Storm Drain Divisions; comply with all State and County water distribution requirements and perform related duties, as assigned.
SUPERVISION RECEIVED AND EXERCISED
Receives general direction from the Public Works Director, Deputy Director of Public Works, or designee.
Exercises direct supervision over supervisory, professional, technical, and administrative support staff.
EXAMPLES OF ESSENTIAL JOB FUNCTIONS – Duties may include, but are not limited to, the following: (These functions may not be present in all positions in this classification. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Management reserves the right to add, modify, change, or rescind work assignments as needed.)
Plan, organize, direct the daily operations, monitor, evaluate, and make recommended improvements and modifications to assigned division(s).
Plan, organize, assign, supervise, direct, and review the work of subordinate field staff.
Participates in the development and implementation of goals, objectives, policies, and priorities for the division; recommends within division policy, appropriate service and staffing levels; recommends and administers policies and procedures Assist with, and perform a variety of personnel actions including employee selection, promotions, performance evaluations, disciplinary actions, and dismissals.
Monitor the day-to-day control of expenditures for materials and supplies; estimate labor and material costs
Assist in the preparation of the Capital Improvement Budget for the City, and assume responsibility for preparation of the assigned division(s) annual operating budget including water distribution, sewers, and storm drain operations.
Exhibit A
CITY OF BREA
Public Works Utilities Manager (Continued)
2 Prepare plans for improvements and modifications to field operations of the Water, Sewers and Storm Drain Divisions.
Prepare specifications for contract maintenance work.
Prepare specifications for the purchase of new equipment.
Prepares agenda reports to Council and Commissions on items related to assigned division(s) operations
Respond to public inquiries and requests.
Coordinate compliance with the California State Water Quality Resources Control Board and State Health Department.
Represent the City before outside agencies and at professional meetings, as required; may represent the Public Works Director and/or Deputy Director of Public Works in their absence; attend required meetings regarding water use with the Metropolitan Water District, Metropolitan Water District of Orange County, California Domestic Water Company, Orange County Sanitation District, and State Department of Dam Safety.
Coordinate with other city departments regarding support services and to meet the overall goals and objectives of the City.
Ensures staff compliance with City and mandated safety rules, regulations, and protocols; develops and proposes safety requirements.
Ensures contractor performance is in compliance with contract terms, conditions and specifications.
Oversees the preparation and submission of regular operations reports to federal, state, and local agencies; reviews the work of staff to ensure compliance with applicable federal, state, and local laws, codes, and regulations.
Be available to respond to emergency call-outs, 24-hours per day, 7 days per week.
Perform the most difficult and technically complex work of the assigned division(s).
Perform related duties as assigned.
QUALIFICATIONS
Knowledge of:
Methods, materials, tools, equipment, and procedures used in public works maintenance with specialized knowledge as required for water distribution systems, sewers, and storm drain systems.
Exhibit A
CITY OF BREA
Public Works Utilities Manager (Continued)
3 General engineering knowledge and practice; e.g., reading and interpretation of plans and specifications.
Specialized knowledge in the following: hydraulics, pressure zones, plumbing, State of California Department of Health Services reporting requirements, water quality related issues, sewer systems, computer and telemetry systems, and National Pollutant Discharge Elimination System (NPDES).
Principles and practices of supervision, training, and performance evaluation.
Purposes and uses of a variety of vehicles, hand tools, power tools, and equipment.
The uses and operation of heavy equipment and mechanical equipment.
Methods and techniques of preparing technical and administrative reports and general business correspondence.
Principles and practices of budget development and management.
Principles and practices of management and supervision.
Federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to assigned areas of responsibility.
Ability to:
Plan, organize, assign, and supervise the work of construction, maintenance, and operational personnel.
Perform technically complex tasks.
Evaluate divisional operations and recommend improvements.
Evaluate and recommend improvements in operations, procedures, polices or methods.
Work with subordinates to plan and coordinate personnel and equipment assignments.
Establish effective working relationships with employees, contractors, the general public, and officials of other governmental agencies.
Read and interpret plans, specifications, and diagrams.
Analyze and interpret federal and state regulations.
Estimate job costs.
Exhibit A
CITY OF BREA
Public Works Utilities Manager (Continued)
4 Organize and conduct division training programs.
Administer public works contracts.
Communicate effectively, orally, and in writing with department personnel, other City departments, State and County representatives, contractors and vendors, citizens' groups and the general public.
Operate computer and related software to input, query and maintain data and/or conduct research.
Make decisions and maintain work effectiveness with frequent changes in workload and priority of assignments, in order to meet deadlines.
Experience and Education
To qualify for this classification, an individual must posses any combination of experience and education that would likely produce the required knowledge and abilities. A typical combination is:
Experience:
Five (5) years of increasingly responsible experience in construction, maintenance and operation of water systems, two (2) years of which were in a supervisory capacity.
Education:
The completion of high school, supplemented by college courses on water systems and supervisory or management principles and practices.
Licenses and Certificates:
Possession of a valid driver’s license issued from the California Department of Motor Vehicles.
Possession of a valid Class A Driver's License issued from the California Department of Motor Vehicles may be required.
Possession of a Grade D4 Water Distribution Operator certificate issued by the State of California Department of Health Services.
Exhibit A
CITY OF BREA
Public Works Utilities Manager (Continued)
5 PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS include, but are not limited to, the following:
Ability to:
Frequently sit for prolonged periods of time, twist or turn, lightly grasp objects, reach, and move about the work area.
Input data into computer, typewriter, and calculator for prolonged periods of time.
Perform strenuous physical labor for extended periods of time requiring physical strength, dexterity and endurance, which includes grasping, sitting, standing, walking, bending, kneeling, pulling, pushing, twisting, lifting, and carrying on a regular basis.
Hear and speak to the general public and co-workers.
Read written instructions and diagrams.
Exposure to:
Vibrations and pitch of computer typewriter, photocopier, adding machine, and office equipment.
Direct sunlight, heat, humidity, rain, wind, and cold while working outdoors.
Automotive traffic while working in and around curbs, gutters, and median strips.
Noisy equipment such as lawn mowers, chain saws, jackhammers, automotive and diesel engines, and various hand-held power tools.
Vibration while operating vehicles or power equipment.
Vehicle or machinery exhaust fumes, dust, engine grease, oils, herbicides, and pesticides.
FLSA Status: Exempt
Exhibit A
EXHIBIT B
Salary Tables Effective 02/01/2025 by Association
APEA
Payroll Supervisor
Principal Accountant
Principal Human Resources Analyst
Principal Management Analyst
Principal Planner
Public Works Utilities Supervisor
Utility Billing Supervisor
BCEA
Management Assistant
Payroll Technician
BFMA
Fire Deputy Chief
Fire Division Chief
BMA
Deputy Director of Community Development
Deputy Director of Public Works
Public Works Manager
Public Works Utilities Manager
Exhibit B
Payroll Supervisor
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $35.36 $6,128.89 $73,546.70
2 $36.24 $6,282.11 $75,385.37
3 $37.15 $6,439.17 $77,270.02
4 $38.08 $6,600.15 $79,201.77
5 $39.03 $6,765.15 $81,181.84
6 $40.01 $6,934.28 $83,211.35
7 $41.01 $7,107.64 $85,291.66
8 $42.03 $7,285.33 $87,424.01
9 $43.08 $7,467.47 $89,609.63
10 $44.16 $7,654.16 $91,849.88
11 $45.26 $7,845.51 $94,146.12
Exhibit B
Principal Accountant
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $50.79 $8,803.64 $105,643.69
2 $52.06 $9,023.73 $108,284.78
3 $53.36 $9,249.33 $110,991.90
4 $54.70 $9,480.56 $113,766.70
5 $56.06 $9,717.57 $116,610.87
6 $57.46 $9,960.51 $119,526.14
7 $58.90 $10,209.52 $122,514.29
8 $60.37 $10,464.76 $125,577.15
9 $61.88 $10,726.38 $128,716.58
10 $63.43 $10,994.54 $131,934.49
11 $65.02 $11,269.40 $135,232.86
Exhibit B
Principal Human Resources Analyst
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $58.41 $10,124.19 $121,490.25
2 $59.87 $10,377.29 $124,527.50
3 $61.37 $10,636.72 $127,640.69
4 $62.90 $10,902.64 $130,831.71
5 $64.47 $11,175.21 $134,102.50
6 $66.08 $11,454.59 $137,455.06
7 $67.74 $11,740.95 $140,891.44
8 $69.43 $12,034.48 $144,413.72
9 $71.17 $12,335.34 $148,024.07
10 $72.94 $12,643.72 $151,724.67
11 $74.77 $12,959.82 $155,517.79
Exhibit B
Principal Management Analyst
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $50.79 $8,803.64 $105,643.69
2 $52.06 $9,023.73 $108,284.78
3 $53.36 $9,249.33 $110,991.90
4 $54.70 $9,480.56 $113,766.70
5 $56.06 $9,717.57 $116,610.87
6 $57.46 $9,960.51 $119,526.14
7 $58.90 $10,209.52 $122,514.29
8 $60.37 $10,464.76 $125,577.15
9 $61.88 $10,726.38 $128,716.58
10 $63.43 $10,994.54 $131,934.49
11 $65.02 $11,269.40 $135,232.86
Exhibit B
Principal Planner
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $56.57 $9,804.72 $117,656.61
2 $57.98 $10,049.84 $120,598.02
3 $59.43 $10,301.08 $123,612.97
4 $60.92 $10,558.61 $126,703.30
5 $62.44 $10,822.57 $129,870.88
6 $64.00 $11,093.14 $133,117.65
7 $65.60 $11,370.47 $136,445.59
8 $67.24 $11,654.73 $139,856.73
9 $68.92 $11,946.10 $143,353.15
10 $70.64 $12,244.75 $146,936.98
11 $72.41 $12,550.87 $150,610.40
Exhibit B
Public Works Utilities Supervisor
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $46.99 $8,145.43 $97,745.11
2 $48.17 $8,349.06 $100,188.74
3 $49.37 $8,557.79 $102,693.46
4 $50.61 $8,771.73 $105,260.79
5 $51.87 $8,991.03 $107,892.31
6 $53.17 $9,215.80 $110,589.62
7 $54.50 $9,446.20 $113,354.36
8 $55.86 $9,682.35 $116,188.22
9 $57.26 $9,924.41 $119,092.92
10 $58.69 $10,172.52 $122,070.25
11 $60.15 $10,426.83 $125,122.00
Exhibit B
Utility Billing Supervisor
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $35.36 $6,128.89 $73,546.70
2 $36.24 $6,282.11 $75,385.37
3 $37.15 $6,439.17 $77,270.02
4 $38.08 $6,600.15 $79,201.77
5 $39.03 $6,765.15 $81,181.84
6 $40.01 $6,934.28 $83,211.35
7 $41.01 $7,107.64 $85,291.66
8 $42.03 $7,285.33 $87,424.01
9 $43.08 $7,467.47 $89,609.63
10 $44.16 $7,654.16 $91,849.88
11 $45.26 $7,845.51 $94,146.12
Exhibit B
Management Assistant
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $31.91 $5,531.12 $66,373.45
2 $32.71 $5,669.40 $68,032.79
3 $33.53 $5,811.13 $69,733.61
4 $34.36 $5,956.41 $71,476.95
5 $35.22 $6,105.32 $73,263.87
6 $36.10 $6,257.96 $75,095.47
7 $37.01 $6,414.40 $76,972.85
8 $37.93 $6,574.76 $78,897.17
9 $38.88 $6,739.13 $80,869.60
10 $39.85 $6,907.61 $82,891.34
11 $40.85 $7,080.30 $84,963.63
Exhibit B
Payroll Technician
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $29.42 $5,099.21 $61,190.50
2 $30.15 $5,226.69 $62,720.26
3 $30.91 $5,357.36 $64,288.27
4 $31.68 $5,491.29 $65,895.48
5 $32.47 $5,628.57 $67,542.86
6 $33.28 $5,769.29 $69,231.43
7 $34.12 $5,913.52 $70,962.22
8 $34.97 $6,061.36 $72,736.28
9 $35.84 $6,212.89 $74,554.68
10 $36.74 $6,368.21 $76,418.55
11 $37.66 $6,527.42 $78,329.01
Exhibit B
Fire Deputy Chief
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $80.45 $13,945.41 $167,344.94
2 $82.47 $14,294.05 $171,528.56
3 $84.53 $14,651.40 $175,816.78
4 $86.64 $15,017.68 $180,212.20
5 $88.81 $15,393.13 $184,717.50
6 $91.03 $15,777.95 $189,335.44
7 $93.30 $16,172.40 $194,068.82
8 $95.63 $16,576.71 $198,920.54
9 $98.03 $16,991.13 $203,893.56
10 $100.48 $17,415.91 $208,990.90
11 $102.99 $17,851.31 $214,215.67
Exhibit B
Fire Division Chief
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $73.14 $12,677.66 $152,131.86
2 $74.97 $12,994.60 $155,935.16
3 $76.84 $13,319.46 $159,833.54
4 $78.76 $13,652.45 $163,829.38
5 $80.73 $13,993.76 $167,925.11
6 $82.75 $14,343.60 $172,123.24
7 $84.82 $14,702.19 $176,426.32
8 $86.94 $15,069.75 $180,836.98
9 $89.11 $15,446.49 $185,357.90
10 $91.34 $15,832.65 $189,991.85
11 $93.63 $16,228.47 $194,741.65
Exhibit B
Deputy Director of Community Development
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $74.72 $12,950.97 $155,411.61
2 $76.59 $13,274.74 $159,296.90
3 $78.50 $13,606.61 $163,279.32
4 $80.46 $13,946.78 $167,361.30
5 $82.47 $14,295.44 $171,545.33
6 $84.54 $14,652.83 $175,833.97
7 $86.65 $15,019.15 $180,229.82
8 $88.82 $15,394.63 $184,735.56
9 $91.04 $15,779.50 $189,353.95
10 $93.31 $16,173.98 $194,087.80
11 $95.64 $16,578.33 $198,939.99
Exhibit B
Deputy Director of Public Works
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $75.57 $13,099.32 $157,191.84
2 $77.46 $13,426.80 $161,121.63
3 $79.40 $13,762.47 $165,149.67
4 $81.38 $14,106.53 $169,278.42
5 $83.42 $14,459.20 $173,510.38
6 $85.50 $14,820.68 $177,848.14
7 $87.64 $15,191.19 $182,294.34
8 $89.83 $15,570.97 $186,851.70
9 $92.08 $15,960.25 $191,522.99
10 $94.38 $16,359.26 $196,311.07
11 $96.74 $16,768.24 $201,218.84
Exhibit B
Public Works Manager
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $58.96 $10,218.97 $122,627.63
2 $60.43 $10,474.44 $125,693.32
3 $61.94 $10,736.30 $128,835.65
4 $63.49 $11,004.71 $132,056.54
5 $65.08 $11,279.83 $135,357.95
6 $66.70 $11,561.83 $138,741.90
7 $68.37 $11,850.87 $142,210.45
8 $70.08 $12,147.14 $145,765.71
9 $71.83 $12,450.82 $149,409.85
10 $73.63 $12,762.09 $153,145.10
11 $75.47 $13,081.14 $156,973.73
Exhibit B
Public Works Utilities Manager
CITY OF BREA SALARY TABLE
Effective pay period beginning 02/01/2025
APPROX APPROX
STEP HOURLY MONTHLY ANNUAL
1 $64.85 $11,240.87 $134,890.39
2 $66.47 $11,521.89 $138,262.65
3 $68.13 $11,809.93 $141,719.21
4 $69.84 $12,105.18 $145,262.19
5 $71.58 $12,407.81 $148,893.75
6 $73.37 $12,718.01 $152,616.09
7 $75.21 $13,035.96 $156,431.50
8 $77.09 $13,361.86 $160,342.28
9 $79.01 $13,695.90 $164,350.84
10 $80.99 $14,038.30 $168,459.61
11 $83.01 $14,389.26 $172,671.10
City of Brea
City Council Regular Meeting Communication
C. Approve Grant-Funded Purchase of Two Drone Aircraft
Meeting
Tuesday, January 21, 2025, 7:00 PM
Agenda Group
CONSENT CALENDAR Item: 4C.
TO
Honorable Mayor and City Council Members
FROM
Kristin Griffith, Interim City Manager
RECOMMENDATION
Approve the Police Department's purchase of two DJI Matrice 350 drone aircraft and related accessories from Advexure Unmanned Systems for $59,727.21
BACKGROUND/DISCUSSION
As part of the Police Department's Integrated Crime Center project and BSCC Organized Retail Theft (ORT) Grant project plan, the Police Department plans to expand its current Unmanned Aerial System (UAS) program to a Drone as a First Responder (DFR) program sometime between January and May 2025. Expanding to a DFR program requires the acquisition of of two larger UAS aircraft. The Police Department seeks to purchase two DJI Matrice 350 RTK Commercial Drone System aircraft for this purpose.
Because of it capabilities, this particular model of aircraft has become the standard aircraft for many DFR programs across the nation. To maximize each aircraft's effectiveness, the Police Department seeks to purchase - for each aircraft - a powerful camera, a spotlight, and a speaker, along with several spare batteries.
Having two aircraft will allow the Police Department to deploy more quickly, as a second drone can launch immediately after the first drone returns to the landing pad, for a battery swap or other maintenance, for example.
Having a second aircraft will also allow the program to continue to function should one aircraft be taken out of service for maintenance or service.
The Police Department originally acquired its current UAS aircraft from Advexure and wishes to purchase additional aircraft and accessories from the same company. In addition to being a local business in Orange County, Advexure’s quote is in based on a Sourcewell Cooperative Purchasing Contract. As a result, this purchase is exempt from the usual bidding process and associated policies. Under Purchasing Code section 3.24, the City is permitted to make purchases through existing contracts. Sourcewell Cooperative Purchasing contracts have been competitively bid on a national level, providing the City with more favorable pricing due to the higher volumes of bids, which the City could not achieve independently.
COMMISSION/COMMITTEE RECOMMENDATION
This Staff Report was reviewed by the Finance Committee at their January 14, 2024 meeting and recommended for approval.
SUMMARY/FISCAL IMPACT
Approval of this purchase will cost $59,727.21, and will be reimbursed by the BSCC grant.
It should be noted that future maintenance, support and subscription costs incurred starting in January 2027 will be appropriated as part of a future biennial budget process.
RESPECTFULLY SUBMITTED
Kristin Griffith, Interim City Manager
Prepared By: Christopher Harvey, Lieutenant
Concurrence: Adam Hawley, Chief of Police
Attachments
D5370-Quote-M350,H30, Accessories-SW (Quote for DFR aircraft).pdf Request to Purchase - BSCC - 12.04.24 (Full-Sized DJI 350 Drone Aircraft and Accessories).pdf Approved Request to Purchase - BSCC - 12.04.24 (Full-Sized DJI 350 Drone Aircraft and Accessories).pdf /
Advexure Unmanned Systems
9281 Irvine Blvd
Irvine, CA 92618 USA
Tax ID: 47-4174938 | CAGE: 8FF59
www.advexure.com | (855) 625-2055
BILLING
Omar Brioso
Brea Police Department
1 Civic Center Circle
Brea, CA 92821
United States
SHIPPING
Omar Brioso
Brea Police Department
1 Civic Center Circle
Brea, CA 92821
United States
SALES QUOTE
QUOTE # D5370
ISSUED 10/31/2024
EXPIRES 11/31/2024
TERMS Net 30
ITEM / DESCRIPTION SKU QTY UNIT PRICE AMOUNT
DJI Matrice 350 RTK Commercial Drone System
Combo Bundle
Basic (1 Year)
Includes: (1) Matrice 350 RTK Aircraft (1) DJI RC
Plus Remote Controller (1) BS65 Battery Station
(2) TB65 Intelligent Batteries (1) Landing Gear
(2) 2110s Propeller (pair) (1) WB37 Intelligent
Battery (4) Spare Gimbal Damper (1) Screws and
Tools (1) Cleaning Tools (1) Rubber Port Cover
(Set) (1) Carrying Case (1) Manuals
DJI-M350-CB1 x2 $ 11,729.00 $ 23,458.00
DJI Zenmuse H30T Five-Module Camera (Wide,
Zoom, Rangefinder, Thermal, NIR Aux. Light)
Basic
(1) H30T Gimbal & Camera (1) Lexar
Professional 1066x UHS-I microSDXC Memory
Card 64GB (1) Storage Case (1) Lens Cleaning
Cloth
DJI-ZH30TB x2 $ 9,460.00 $ 18,920.00
DJI Matrice 350 Series TB65 Intelligent Flight
Battery
High-capacity 5880 mAh battery for DJI M350
DJI-TB65 x10 $ 700.00 $ 7,000.00
GL60 Plus Spotlight for Matrice 300/350 CZI-GL60P x2 $ 2,250.00 $ 4,500.00 CZI MP130 V2 Speaker for Matrice 300/350 CZ-MP130V2 x2 $ 2,250.00 $ 4,500.00 Advexure Public Safety Fleet Services: Aircraft
Setup, Prep, and Firmware Update Service
COMPLIMENTARY: Aircraft Setup, Prep, and
Firmware Update Service. Aircraft will be fully
setup, configured and tested prior to
fulfillment. Complimentary full tech check by
Advexure's manufacturer certified technicians
prior to fulfillment which includes a complete
airworthiness checkover, firmware updates,
and ease of operation prep so your system is
fully ready to fly upon arrival.
ADV-ASPF x1 $ 0.00 $ 0.00
/
ITEM / DESCRIPTION SKU QTY UNIT PRICE AMOUNT
Advexure Sourcewell Cooperative Purchasing
Contract #011223-ADX (Exp: 3/2027)
Satisfy your legal procurement requirements
with Advexure's Sourcewell government
contract, providing a compliant, convenient and
competitive procurement solution which can
expedite your purchasing process.
x1 $ 0.00 $ 0.00
SUBTOTAL $ 58,378.00
Sourcewell Contract -
Account #18490
-$ 2,918.90
SALES TAX $ 4,298.11
TOTAL $ 59,757.21
THANK YOU FOR CHOOSING ADVEXURE
Visit us online at advexure.com
Questions? Email [email protected]
The contents of this quotation and any attachments are CONFIDENTIAL for the client listed and may contain sensitive and proprietary information from Advexure LLC. The information may also be legally privileged. Any use, disclosure, reproduction, or dissemination of this transmission is strictly prohibited without prior written consent.
Outlook
RE: Brea PD BSCC Grant Expenditure Request
From Escobar, Eddie@BSCC <[email protected]>
Date Wed 12/11/2024 3:39 PM
To Harvey, Chris <[email protected]>
Cc Brioso, Omar F. <[email protected]>; Martinez, Analisa <[email protected]>; BSCC ORT <[email protected]>
1 attachment (251 KB)
Request to Purchase - BSCC - 12.04.24 (Full-Sized DJI 350 Drone Aircraft and Accessories).pdf; Hey Chris,
Yes, its been a minute. Hope you are all well!
Your Purchase Memo request is APPROVED. Please keep appropriate documentation and state the approval in the comment section of the Invoice. (“FR approved purchase on 12/11/2024”)
Talk Soon.
Eddie Escobar
Field Representative, Corrections Planning and Grant Programs
BOARD OF STATE AND COMMUNITY CORRECTIONS
2590 Venture Oaks Way, Suite 200, Sacramento, CA 95833
http://www.bscc.ca.gov
cell 916.599.2125
email [email protected]
LEADERSHIP « EXCELLENCE « SUPPORT
From: Harvey, Chris <[email protected]>
Sent: Wednesday, December 4, 2024 5:56 PM
To: Escobar, Eddie@BSCC <[email protected]>
Cc: Brioso, Omar F. <[email protected]>; Martinez, Analisa <[email protected]> Subject: Brea PD BSCC Grant Expenditure Request
Hello Eddie,
We haven't heard from you in a while. I hope you are well...
Please see the attached expenditure request letter.
12/12/24, 5:39 PM Mail - Harvey, Chris - Outlook
https://outlook.office365.com/mail/AAMkAGQ2MzBhZmEzLWM4MGQtNGFhOC1iODI2LTcxNDg4ZmExYTU2NQAuAAAAAABVLg9nX3hSTbIu1CK3z… 1/2 CHRIS HARVEY, ID #1457
Police Lieutenant | South Area Commander
Brea Police Department
P: 714.990.7624 | E: [email protected] | W: www.breapolice.net City of Brea | 1 Civic Center Circle | Brea, California 92821 12/12/24, 5:39 PM Mail - Harvey, Chris - Outlook
https://outlook.office365.com/mail/AAMkAGQ2MzBhZmEzLWM4MGQtNGFhOC1iODI2LTcxNDg4ZmExYTU2NQAuAAAAAABVLg9nX3hSTbIu1CK3z… 2/2 City of Brea
City Council Regular Meeting Communication
D. Approve Grant-Funded Increase to December 2023 Agreement with Motorola Solutions, Inc.
Meeting
Tuesday, January 21, 2025, 7:00 PM
Agenda Group
CONSENT CALENDAR Item: 4D.
TO
Honorable Mayor and City Council Members
FROM
Kristin Griffith, Interim City Manager
RECOMMENDATION
Approve a $274,140 increase to a December 2023 agreement with Motorola Solutions, Inc., to fund Rooftop Pilot in Command (RPIC) services for Police Department's Drone as a First Responder (DFR) program.
BACKGROUND/DISCUSSION
The City Council authorized the Police Department to enter into a contract with Motorola Solutions, Inc., in December 2023 in order to purchase various hardware and software components related to the Police Department's Integrated Crime Center. The five-year contract was for a total of $2,456,998.
The City's Purchasing Division issued Purchase Order No. 224222 for $1,995,008 to acquire "Year 1" (2024) software and hardware from Motorola. Between January and December 2024, the Police Department has been acquiring these technologies from Motorola and charging them against the Purchase Order. Each of these expenditures have been reimbursed through the Police Department's BSCC Organized Retail Theft grant.
As planned, the Police Department now seeks to expand its drone program into a Drone as a First Responder (DFR) program. The Police Department has been working toward this in Year 1 by planning for a rooftop landing pad, planning the purchase of larger drone aircraft, and obtaining necessary training, waivers, and approvals from the Federal Aviation Administration (FAA). The Police Department anticipates starting the DFR program in May 2025.
In order to have a DFR program, the Police Department needs to provide Remote Pilot in Command (RPIC) personnel at the rooftop launch site while the DFR pilot is on duty. The RPIC's primary role will to be a visual observer, as required by current FAA rules. The RPIC will also provide minor maintenance of the drone aircraft during their shift (battery swaps, aircraft rotation, memory/SIM card management, etc.).
The Police Department seeks to modify the Year 2 and Year 3 contract with Motorola to provide this RPIC service through Motorola's subcontractor, Flying Lion. Flying Lion has been involved in the Police Department's drone program since its inception, providing pilot training, and assisting with pilot and program certification with the FAA.
Flying Lion provides RPIC services at many police agencies across Southern California. Flying Lion will provide one RPIC, 40 hours per week, with half of the hours being during daytime and half during nighttime.
The Motorola contract's original price for Year 2 (2025) and Year 3 (2026) included maintenance costs for Command Central Aware (software), Avigilon (video management solution), Vigilant (license plate readers), and CAPE (drone software). The Police Department seeks to modify the Year 2 and Year 3 costs to pay for the RPIC services. The cost for these services will be up to $130,540 to Year 2 and up to $143,600 to Year 3. This represents an total increase of $274,140.
Police Department staff are currently examining technology (hardware and software) that would replace the need for RPIC personnel. For that reason, this contract amendment allows for all Year 3 expenditures ($143,600) to be spent toward technology to replace the RPIC personnel.
The City Attorney's Office has reviewed the attached agreement modification.
COMMISSION/COMMITTEE RECOMMENDATION
This Staff Report was reviewed by the Finance Committee at their January 14, 2025 meeting and was recommended for approval.
SUMMARY/FISCAL IMPACT
Approval of this modification will cost up to $274,140 between January 2025 and December 2026. However, with an anticipated May 2025 implementation of a DFR program, the Police Department expects to spend around $88,000 in Year 2 - not the full $130,540. The BSCC grant will reimburse all costs incurred through December 2026 from the awarded amount of $5,941,357.
It should be noted that future maintenance, support and subscription costs incurred starting in January 2027 will be appropriated as part of a future biennial budget process.
RESPECTFULLY SUBMITTED
Kristin Griffith, Interim City Manager
Prepared By: Christopher Harvey, Police Lieutenant
Concurrence: Adam Hawley, Chief of Police
Attachments
Amended MSA.pdf
Request to Purchase - BSCC - 01.06.2025 (RPIC Services from Flying Lion through Motorola).pdf Approved Request to Purchase - BSCC - 01.06.2025 (RPIC Services from Flying Lion through Motorola).pdf The design, technical, pricing, and other information (“Information”) furnished with this submission is confidential proprietary information of Motorola Solutions, Inc. or the Motorola Solutions entity providing this quote (“Motorola”) and is submitted with the restriction that it is to be used for evaluation purposes only. To the fullest extent allowed by applicable law, the Information is not to be disclosed publicly or in any manner to anyone other than those required to evaluate the Information without the express written permission of Motorola.
MOTOROLA, MOTO, MOTOROLA SOLUTIONS, and the Stylized M Logo are trademarks or registered trademarks of Motorola Trademark Holdings, LLC and are used under license. All other trademarks are the property of their respective owners. © 2020 Motorola Solutions, Inc. All rights reserved. 12/02/2024
CITY OF BREA POLICE DEPT.
1 CIVIC CTR CIR
BREA, CA 92821
RE: Motorola Quote for Brea Police Dept - DFR RPIC Services Dear Sgt Omar Brioso,
Motorola Solutions, Inc. (Motorola) is pleased to present CITY OF BREA POLICE DEPT, with this quote for quality equipment and services. The development of this quote provided us the opportunity to evaluate your requirements and propose a solution to fulfill the agency’s needs.
This information is provided to assist you in your evaluation process. We aim to provide BREA POLICE DEPT, CITY OF, with the best products and services available. Please direct any questions to Mark Domangue at [email protected].
Motorola’s proposal is subject to the terms and conditions of the Online Terms Acknowledgement and the additional terms enclosed here (collectively, the “Agreement”). The proposal is valid until December 31, 2024.
We thank you for the opportunity to provide this information and look forward to your review and feedback regarding this quote.
Sincerely,
David Redus,
Sr Manager
Billing Address:
BREA POLICE DEPT, CITY OF
1 CIVIC CTR CIR
BREA, CA 92821 US
QUOTE-2697825
Brea Police Dept - DFR RPIC Services
Quote Date:12/03/2024
Expiration Date:12/31/2024 Quote
Created By: Mark Domangue
Account Manager
[email protected]
909-552-6551
End Customer:
BREA POLICE DEPT, CITY OF
Sgt Omar Brioso [email protected]
714-990-7639
Summary:
Rooftop RPIC Staffing per Launch Location
Line # Item Number Description QTY Term List Price Sales Price Ext. Sale Price 1 PSV00S02727A 40 hours/week -- 50% 1 2 Year 274,140.00 $274,140.00 $274,140.00 Daytime / 50% Nighttime
(4 days @ 10 hrs/day or 5
days @ 8 hrs/day
Grand Total $274,140.00
Pricing
Summary
Payment
Term Upfront Sale Price
Year 1
Managed
Service Cost $130,540.00
Cape/
Service Annually
Subtotal $130,540.00
Payment
Term Sales Price Annual Sale Price
Year 2
Managed
Service Fee
Cape Annually $143,600.00 $143,600.00
Subtotal $130,540.00
Grand Total $274,140.00
Notes:
● Additional information is required for one or more items on the quote for an order. ● Unless otherwise noted, this quote excludes sales tax or other applicable taxes (such as Goods and Services Tax, sales tax, Value Added Tax and other taxes of a similar nature). Any tax the customer is subject to will be added to invoices.
● Annual Service is paid upfront for one year.
● At the end of Year 1, fees apportioned for the Managed Services for Year 3 may be usable as a credit to purchase software and services, or other technology including ground based radar, camera observation, or other similar hardware or equipment, from Motorola that would remove the need for a rooftop observer. This is subject to the commercial availability of such software, services, and/or equipment..
CAPE DRONE SOFTWARE STATEMENT OF WORK
AGREEMENT
In accordance with the terms and conditions of the Agreement, this Statement of Work (SOW) defines the principal activities and responsibilities of all parties for the delivery of the Motorola Solutions, Inc. (Motorola) system as presented in this offer to the Customer. When assigning responsibilities, the phrase “Motorola” includes our subcontractors and third-party partners.
All terms and conditions of the Agreement shall govern Motorola's and Customer's obligations under this SOW.
For clarification, in the event of any direct conflict between a term in the Agreement and a specific provision in this SOW, the provision in this SOW will prevail. Terms used but not defined herein shall have the meanings given to them in the Agreement.
This SOW is effective as of the Effective Date of the Agreement.
SERVICE DESCRIPTION
CAPE Drone Software is a drone flight control software that facilitates live streaming, video management capabilities, and Line-of-Sight (LOS), Teleoperation-Line-Of-Sight (TLOS), or Teleoperations Beyond-Visual-Line-Of-Sight (BVLOS) operations dependent on customer subscription. It supports various drones and can integrate with the Customer’s new or existing hardware.
CAPE Drone Software is delivered through a subscription-based Software-as-a-Service (SaaS) model.
Motorola will perform the following implementation tasks to prepare the Customer's system/network for CAPE Drone Software functionality.
Work Item Description
Site
Specific
Creation of
Subdomain
Create a unique URL name per the naming convention.
Hardware
Setup
Determine and recommend proper hardware requirements for the needs of the customer UAS program.
Network
Configuration
Work with Customer IT to configure firewall profiles with the correct ports and IP address ranges.
Launch Area
Designation
The area must be tested to reduce any EMF/RF interference (e.g., too much metal rebar in the surface structure).
Define and
Assess the
Safety of
Geofenced
Areas of
Operation
RF & EMF analysis is conducted to isolate problematic areas within the operational flight area.
The aircraft must be tested thoroughly at the launch site to ensure successful launch and landings (e.g., no flyaways or abnormal behavior).
SYSTEM REQUIREMENTS
The Services are cloud-based and provided over the internet. Customer must provide all equipment and software necessary to connect to the Services. Customer is solely responsible for any fees, including internet connection or mobile fees, that incur when accessing the Services and transferring data.
The following minimal specifications are required for the CAPE Drone Software to have base functionality:
● WiFi and WAN Network connectivity at all launch facilities:
● Pilot In Command (PIC) launch location: Dedicated bandwidth minimum of 20Mbps upload and 20Mbs download. ● PIC launch location: Dedicated bandwidth minimum of 20Mbps upload and 20Mbps download. ● Minimum 4G LTE wireless connectivity (if a network access point is unavailable). ● IT firewall profile configuration must always be maintained to allow ports and IP address ranges to operate CAPE. ● Electrical and A/C for housing drones based on the manufacturer’s operating instructions and specifications. ● Drones as First Responder's launch site must be a minimum 8ft. x 8ft. landing Pad at all launch locations. ● Part 107 Certified Pilots.
● UAS / Drone Hardware supported by the CAPE software.
● Computer Hardware, per Motorola specifications
● PC Requirement Recommendation:
● CPU
○ Minimum: Intel Core i5-10210U Processor
○ Recommended: Intel Core i7-10610U Processor
● RAM
○ Minimum: 8 GB SDRAM
○ Recommended: 16 GB SDRAM
● Hard Drive
○ Minimum: 256 GB SSD
○ Recommended: 512 GB SSD
○ SSDs are significantly faster for boot-up, application loading, and spare cache. If getting a standard hard disk, look for 7200rpm over 5400rpm (faster read/write access). ● GPU (Graphics Card)
○ Minimum: Radeon Ryzen 7 7730U
○ Recommended: Intel UHD Premium Graphics
● Display
○ Recommend a display capable of 1080p (1920x1080) or better for viewing media/playback. ● Operating System
○ Supported: Windows 10 Pro 64, Windows 10 Home 64
○ Recommended: Windows 10 Pro 64, Windows 10 Home 64
GENERAL RESPONSIBILITIES
Motorola Responsibilities
● Enable CAPE Drone Software on the Customer’s network. ● Provide CAPE Configuration Documents.
● Motorola will create customer accounts using the authorized user information provided in the registration form. ● Provide Customer access to the administrative portal. ● Flight logs:
● Flight date and time duration.
● Telemetry.
● Flight error and warning notifications.
● PIC and teleoperator info.
● Live Streaming for up to 49 viewers
● Provide on-site training.
● Provide 24x7x365 post-implementation Support.
Customer Responsibilities
● Customer will provide a Project Manager responsible for managing user accesses, data retention periods, and public flight data visibility.
● Customer will assign a Hardware Maintenance Designee responsible for ensuring that drones and related hardware are properly maintained and operational.
● The customer is responsible for implementing or acquiring UAS Safety Operating Procedures (SOP), Safety Risk Management (SRM), and Personal Protective Equipment (PPE). ● Fleet management and reporting
● Customer will obtain, by their own means or through a third party, FAA Waivers for drone operations. ● In order to use CAPE, any end user who has registered an account with CAPE will be required to become an Authorized User. In registering for CAPE, Customer agrees to (1) provide true, accurate, current, and complete information about the Authorized User as prompted by the registration form (the “Registration Data”) and (2) maintain and promptly update the Registration Data to keep it true, accurate, current and complete.
● Customer will provide email addresses for Authorized Users. Motorola will establish user accounts to CAPE for Authorized Users provided by Customer. Motorola will provide training to Customer pilots on the usage of Software.
● Customer is responsible for all operating policies and procedures, Drone Hardware, Internet Connectivity, and all IT equipment and infrastructure. Customer is also responsible for providing Drone Pilots and ensuring all such pilots have appropriate Federal Aviation Administration (“FAA”) authorizations for all Drone operations. Customer is also responsible for obtaining any FAA Certificate of Authorization (“CoA”) and regulatory approvals and waivers needed to ensure safe and FAA-compliant Drone operations.
Customer is responsible for selecting Drone Pilots capable of operating Drone Hardware. ● Customer is responsible for properly configuring and using the Services and otherwise taking appropriate action to secure, protect, and backup accounts and content in a manner that will provide appropriate security and protection, which may include the use of encryption to protect content and routinely archiving content and data.
Limitations and Exclusions
● Customer may access the Software and Services and administer permissions, including establishing Authorized Users authorized to access its Account. Access information for the Customer Account is for internal use only. Customer agrees not to sell, transfer, or sublicense the access information to any other entity or person, except that Customer may enable access by its agents and subcontractors performing work on its behalf. The customer is responsible for the security of its passwords, the use of its account, and all activities that occur under it. Motorola, its affiliates, and suppliers. Specifically disclaim any and all responsibility for unauthorized access to Customer Account. Customer agrees to diligently monitor its Account to restrict use by unauthorized persons. Customer will be responsible for unauthorized use related to the Customer's handling of their own account access information, and that the Customer will not be responsible for unauthorized access due to negligence or willful misconduct by Motorola..
● Motorola procures cloud hosting services from reputable third-party vendors (such as AWS and Google) and has no control over the methods they use to secure and integrity data on their servers. Motorola will use reasonable efforts to coordinate platform maintenance activities with such providers but is not responsible for service interruptions, breaches, or other data loss caused by such third-party providers. ● CAPE is not intended to be used as a video storage solution.Motorola does not provide an archiving service and only agrees not to intentionally delete any content or data prior to termination of the Agreement.
Motorola expressly disclaims all other obligations with respect to storage. Motorola may reserve the right to delete any media data stored in the system, such as video or images, that is over 30 days old.
DRONE HARDWARE PROVIDERS
THE DRONE HARDWARE IS MANUFACTURED BY THIRD PARTIES (“UAV PROVIDER”). MOTOROLA DISCLAIMS ANY LIABILITY FOR THE UAV PROVIDER’S COLLECTION, USE, TRANSFER, AND ANY OTHER PROCESSING OF CUSTOMER’S DATA. CUSTOMER ACKNOWLEDGES AND AGREES THAT
MOTOROLA DOES NOT HAVE CONTROL AND SHALL HAVE NO LIABILITY REGARDING THE INFORMATION THAT MAY BE COLLECTED BY UAV PROVIDER, INCLUDING UAV PROVIDER’S SDK AND
HOW SUCH DATA MAY BE USED BY UAV PROVIDER AND/OR THIRD PARTIES RECEIVING SUCH INFORMATION FROM UAV PROVIDER. MORE INFORMATION ABOUT UAV PROVIDER’S COLLECTION
AND USE OF INFORMATION MAY BE FOUND IN THE UAV PROVIDER 'S PRIVACY POLICY AT THE APPROPRIATE WEB SITES.
DISCLAIMER
Motorola may collect, use, and disclose quantitative data derived from the use of the Service for industry analysis, benchmarking, analytics, marketing, and other business purposes to the extent that is in support of the provision of the Services, provided that any such data will be in aggregate form only and will not contain Authorized User personal data.
GO LIVE SUPPORT
Motorola will provide Go Live Support for the Customer’s efforts to commence live operation use of the software for 8 weeks post-implementation. Upon the Go Live date, Motorola will provide Support on a 24x7x365 basis via Intercom, phone, and email. On-site Support is available if support needs can not be resolved virtually.
Managed Service Statement of Work:
ROOFTOP RPIC STAFFING
Motorola will Staff the agreed-upon launch location with Part 107 certified professional remote pilots in Command (RPIC),
The RPIC will handle the day-to-day support of the Drone Hardware supplied by the agency, Visual Observation of the flight, and manual control of the Unmanned Aircraft. ● Provide for safety of drone flights, both line-of-sight and BVLOS ● Setup and takedown of drone equipment
● Aircraft airworthiness verification
● Daily coordination with members of the agency and Air Support Officer (ASO) ● Daily minor drone maintenance (e.g. broken propeller replacement, cleaning, etc.) ● Diagnose errors or technical problems and determine proper solutions ● Document and communicate technical issues to Motorola’s Cape Support team Staffing Hours:
● The fees are based on Rooftop RPIC Staffing per Launch Location – 40 hours/week – 50% Daytime / 50% Nighttime or
(4 days @ 10 hrs/day or 5 days @ 8 hrs/day)
● Nighttime Operational Hours based on the chart below
● Non-Flight Rate - Due to adverse weather or equipment failure (minimum of 5 hours compensation for any non-flight day)
● RPIC/VO Non-Flight Rate - Due to events outside the control of Flying Lion (TFR, adverse weather, equipment failure,etc.) A minimum of 5 hours compensation for any non-flight day when 24-hour advance warning is not provided.
The following may result in additional Fees:
● Overtime is charged for time over 10 hours per shift per pilot. ● Holiday Pay (1.5) for 6 Holidays per year – The following national holidays, the hourly rates will be paid at time-and-a-half (1.5x) on the day observed: New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, and Christmas.
Nighttime Operational Hours
Managed Services Addendum
This Managed Services Addendum (this “MSA”) is entered into between Motorola Solutions, Inc., with offices at 500 W.
Monroe Street, Suite 4400, Chicago, IL 60661 (“Motorola”) and the entity set forth in the signature block below or in the MCA (“Customer”), and will be subject to, and governed by, the terms of the Motorola Solutions Customer Agreement entered into between the Parties, effective as of the earlier of (a) the first purchase of a Product or Service from Motorola, and (b) the date of the last signature on the first Ordering Document between the Parties (the “Effective Date”) (the “MCA”). Capitalized terms used in this MSA, but not defined herein, will have the meanings set forth in the MCA.
If you are purchasing certain services, as described in an Ordering Document, to be performed and managed by Motorola “Managed Services” on behalf of your employer or another entity, you warrant that: (a) you have authority to bind your employer or the applicable entity, as “Customer” to this Agreement; (b) you have read and understand this Agreement; and (c) on behalf of the Customer that you represent, you agree to this Agreement. If you do not have the legal authority to bind your employer or the applicable entity as Customer to this Agreement, please do not complete the purchase of Services or Products from Motorola.
1. Addendum. This MSA, available at www.motorolasolutions.com/product-terms, governs Customer’s purchase of Managed Services (and, if set forth in an Ordering Document, related Services) from Motorola, and will form part of the Parties’ Agreement. Additional Managed Services-specific Addenda or other terms and conditions may apply to certain Managed Services, where such terms are provided or presented to Customer.
2. Delivery of Managed Services.
2.1. Delivery. During the applicable Services Term (as defined below), Motorola will provide the Managed Services set forth in an Ordering Document to the Customer in accordance with the terms of the Agreement. Delivery will occur as set out in the Ordering Documents or upon Motorola otherwise providing the Managed Services. If agreed upon in an Ordering Document, Motorola will also provide equipment and additional Services related to the Managed Services. Unless otherwise stated in an Ordering Document, all equipment remains the property of Motorola or its subcontractors.
2.2. Modifications. In addition to other rights to modify the Products and Services set forth in the MCA, Motorola may modify the Managed Services and any related equipment so long as the functionality of the Managed Services (as described in the applicable Ordering Document) is not materially degraded. For clarity, new features or enhancements that are added to any Managed Services may be subject to additional Fees.
2.3. Beta Services. If Motorola makes any test version of Managed Services (“Beta Service”) available to Customer, Customer may choose to use such Beta Service at its own discretion, provided, however, that Customer will use the Beta Service solely for purposes of Customer’s evaluation of such Beta Service, and for no other purpose.
Customer acknowledges and agrees that all Beta Services are offered “as-is” and without any representations or warranties or other commitments or protections from Motorola. Motorola will determine the duration of the evaluation period for any Beta Service, in its sole discretion, and Motorola may discontinue any Beta Service at any time. Customer acknowledges that Beta Services, by their nature, have not been fully tested and may contain defects or deficiencies.
3. Provision of Services.
3.1 Customer Responsibilities. Motorola and Customer will perform their respective responsibilities as described in this Agreement. Motorola will provide to Customer the Managed Services and Deliverables (if any) during the Term. Customer will comply with Motorola’s Acceptable Use Policy at:
https://www.motorolasolutions.com/en_us/about/legal/motorola-solutions-customer-terms/acceptable-use-policy.ht ml. To enable Motorola to perform the Managed Services, Customer will provide to Motorola reasonable access to relevant Customer information, equipment, personnel, systems, and space when Motorola’s employees or subcontractors are working on Customer’s premises, and other general assistance. Further, if any equipment is installed, stored, or located on Customer’s property, in order to provide the Managed Services, Customer will provide, at no charge, a non-hazardous environment with adequate shelter, heat, light, and power and full and free access to the equipment. If the Ordering Documents contain assumptions that affect the Managed Services or Deliverables, Customer will verify that they are accurate and complete. Any information that Customer provides to Motorola concerning the Managed Services or Deliverables will be accurate and complete in all material respects. Customer will make timely decisions and obtain any required management approvals that are reasonably necessary for Motorola to perform the Managed Services and its other duties under this Agreement.
Unless the Ordering Document states the contrary, Motorola may rely upon and is not required to evaluate, confirm, reject, modify, or provide advice concerning any assumptions and Customer-provided information, decisions and approvals described in this paragraph.
3.2 Motorola Responsibilities. Motorola will assign qualified employees or subcontractors who have the requisite experience and competencies to perform the Managed Services with reasonable skill and care.
Motorola will provide and furnish material, labor, supervision, tools, apparatus, equipment and incidental expenses for accomplishing the Managed Services as set out in the Ordering Documents.
3.3 Other Products or Services. If, as a result of the Managed Services performed under this Agreement, Motorola recommends that Customer purchase products or other services, nothing in this Agreement precludes Motorola from offering or selling the recommended products or other services to Customer. If Customer is a governmental body or agency, it represents that this paragraph does not violate its procurement or other laws, regulations, or policies.
3.4 Changes. Customer may request changes to the Managed Services. If Motorola agrees to a requested change, the change must be confirmed in writing and signed by authorized representatives of both parties. A reasonable price adjustment will be made if any change affects the time of performance or the cost to perform the Manages Services. If Customer delays Motorola’s performance of the Managed Services, modification of the performance schedule or an increase in the Fees may occur.
4. Term.
4.1. Manages Services Terms. The duration of Customer’s receipt of the Managed Services provided under this MSA will commence upon delivery of such Managed Services as set out in the Ordering Documents and will continue for a twelve (12) month period or such other period identified in an Ordering Document (the “Initial Services Period”). Following the Initial Services Period, Customer may renew the Managed Services for one or more additional periods as agreed between the Parties (each, a “Renewal Services Period”) (The Initial Services Period and each Renewal Services Period will each be referred to herein as a “Services Term”.) Motorola may increase Fees prior to any Renewal Services Period. In such a case, Motorola will notify Customer of such proposed increase no later than thirty (30) days prior to commencement of such Renewal Services Period.
4.2. Term. The term of this MSA (the “MSA Term”) will commence upon either (a) the Effective Date of the MCA, if this MSA is attached to the MCA as of such Effective Date, or (b) the MSA Date set forth on the signature page below, if this MSA is executed after the MCA Effective Date, and will continue until the expiration or termination of all Services Terms under this MSA, unless this MSA or the Agreement is earlier terminated in accordance with the terms of the Agreement.
4.3. Termination. Notwithstanding the termination provisions of the MCA, Motorola may terminate this MSA (or any Addendum or Ordering Documents hereunder), or suspend delivery of Managed Services, immediately upon notice to Customer if (a) Customer breaches Section 3 – Provision of Services of this MSA, or any other provision related to the Managed Services or restrictions set forth in an Addendum or Ordering Document or Motorola’s Acceptable Use Policy, (b) it determines that Customer’s use of the Managed Services poses, or may pose, a security or other risk or adverse impact to Motorola, Motorola’s systems, or any third party (including other Motorola customers); or (c) Motorola determines, in its sole and absolute discretion, that provision of the Managed Services has become impractical or unfeasible, or has become a reputational risk, or is prohibited by applicable law, or for any legal or regulatory reason. Customer acknowledges that Motorola made a considerable investment of resources in the development, marketing, and distribution of the Managed Services, and that Customer’s breach of the Agreement will result in irreparable harm to Motorola for which monetary damages would be inadequate. If Customer breaches this Agreement, in addition to termination, Motorola will be entitled to all available remedies at law or in equity (including immediate injunctive relief).
4.4. Wind Down of Managed Services. In addition to the termination rights in the MCA, Motorola may terminate any Ordering Document and Services Term, in whole or in part, in the event Motorola plans to cease offering the applicable Managed Services to customers.
4.5. On Termination. On termination of this MSA, Motorola will cease providing the Managed Services and will remove equipment provided by Motorola in relation to the Managed Services, for which Customer will provide reasonable assistance and access.
5. Payment.
5.1. Payment. Unless otherwise provided in an Ordering Document (and notwithstanding the provisions of the MCA), Customer will prepay the Services Fees set forth in an Ordering Document for the Managed Services before the commencement of each Services Term. The services Fee for Managed Services may include certain one-time Fees, such as start-up fees, license fees, or other fees set forth in an Ordering Document. Motorola will have the right to suspend the Managed Services if Customer fails to make any payments when due.
6. Liability.
6.1. ADDITIONAL EXCLUSIONS. IN ADDITION TO THE EXCLUSIONS FROM DAMAGES SET FORTH IN THE
MCA, AND NOTWITHSTANDING ANY PROVISION OF THE AGREEMENT TO THE CONTRARY, MOTOROLA
WILL HAVE NO LIABILITY FOR (A) INTERRUPTION OR FAILURE OF CONNECTIVITY, VULNERABILITIES, OR SECURITY EVENTS; (B) DISRUPTION OF OR DAMAGE TO CUSTOMER’S OR THIRD PARTIES’ SYSTEMS,
EQUIPMENT, OR DATA, INCLUDING DENIAL OF ACCESS TO USERS, OR SHUTDOWN OF SYSTEMS CAUSED BY INTRUSION DETECTION SOFTWARE OR HARDWARE; (C) AVAILABILITY OR ACCURACY OF
ANY DATA AVAILABLE THROUGH THE MANAGED SERVICES, OR INTERPRETATION, USE, OR MISUSE THEREOF; (D) TRACKING AND LOCATION-BASED SERVICES; OR (E) BETA SERVICES.
6.2. Voluntary Remedies. Motorola is not obligated to remedy, repair, replace, or refund the purchase price for the disclaimed or excluded issues in the MCA or Section 6.1 – Additional Exclusions above, but if Motorola agrees to provide Services to help resolve such issues, Customer will reimburse Motorola for its reasonable time and expenses, including by paying Motorola any Fees set forth in an Ordering Document for such Services, if applicable.
7. Motorola as a Controller or Joint Controller. In all instances where Motorola acts as a controller of data, it will comply with the applicable provisions of the Motorola Privacy Statement at https://www.motorolasolutions.com/en_us/about/privacy-policy.html#privacystatement, as may be updated from time to time. Motorola holds all Customer Contact Data as a controller and shall Process such Customer Contact Data in accordance with the Motorola Privacy Statement. In instances where Motorola is acting as a joint controller with Customer, the Parties will enter into a separate Addendum to the Agreement to allocate the respective roles as joint controllers.
8. Survival. The following provisions will survive the expiration or termination of this MSA for any reason: Section 4 – Term; Section 5 – Payment; Section 6.1 – Additional Exclusions; Section 8 – Survival.
Any sales transaction following Motorola's quote is based on and subject to the terms and conditions of the valid and executed written contract between Customer and Motorola (the ""Underlying Agreement"") that authorizes Customer to purchase equipment and/or services or license software (collectively ""Products""). If no Underlying Agreement exists between Motorola and Customer, then Motorola's Standard Terms of Use and Motorola's Standard Terms and Conditions of Sales and Supply shall govern the purchase of the Products.
Motorola Solutions, Inc.: 500 West Monroe, United States - 60661 ~ #: 36-1115800 Online Terms Acknowledgement
This Online Terms Acknowledgement (this “Acknowledgement”) is entered into between Motorola Solutions, Inc. (“Motorola”) and the entity set forth in the signature block below (“Customer”).
1. Online Terms Acknowledgement. The Parties acknowledge and agree that the applicable terms available at https://www.motorolasolutions.com/product-terms are incorporated in and form part of the Parties’ agreement as it relates to any Products or Services sold or provided to Customer. By signing the signature block below, Customer certifies that it has read and agrees to the provisions set forth and linked on-line in this Acknowledgement. To the extent Customer is unable to access the above referenced online terms for any reason, Customer may request a paper copy from Motorola. The signatory to this Acknowledgement represents and warrants that he or she has the requisite authority to bind Customer to this Acknowledgement and referenced online terms.
2. Entire Agreement. This Acknowledgement supplements any and all applicable and existing agreements, and supersedes any contrary terms as it relates Customer’s purchase of products and services. This Acknowledgement and referenced terms constitutes the entire agreement of the Parties regarding the subject matter hereof and as set out in the referenced terms, and supersedes all previous agreements, proposals, and understandings, whether written or oral, relating to this subject matter.
3. Execution and Amendments. This Acknowledgement may be executed in multiple counterparts, and will have the same legal force and effect as if the Parties had executed it as a single document. The Parties may sign in writing or by electronic signature. An electronic signature, facsimile copy, or computer image of a signature, will be treated, and will have the same effect as an original signature, and will have the same effect, as an original signed copy of this document. This Acknowledgement may be amended or modified only by a written instrument signed by authorized representatives of both Parties.
4. Upon signature, Customer authorizes Motorola to proceed with all deliverables of this order for an order value of .
5. Purchase Order Requirements (Customer check one only) Purchase Order is issued and attached.
No Purchase Order is required. Customer affirms that this ordering document is the only notice to proceed required, no further purchase orders will be issues against this order, and that funding has been encumbered for this order in its entirety.
6. Ship to, bill to and Ultimate Destination addresses are provided on the quote , attached to this letter or included on the Purchase Order.
The Parties hereby enter into this Acknowledgement as of the last signature date below.
Motorola Solutions, Inc. Customer:
By: By:
Name: Name:
Title: Title:
Date: Date:
Outlook
RE: Request to Expend BSCC ORT Grant Funds
From Escobar, Eddie@BSCC <[email protected]>
Date Mon 1/6/2025 3:27 PM
To Harvey, Chris <[email protected]>
Cc BSCC ORT <[email protected]>
1 attachment (100 KB)
Request to Purchase - BSCC - 01.06.2025 (RPIC Services from Flying Lion through Motorola).pdf; Hello Chris,
Happy New Year Sir!
Your Purchase Request memo is APPROVED. Please state approval on your invoice.
Thanks.
Eddie Escobar
Field Representative, Corrections Planning and Grant Programs
BOARD OF STATE AND COMMUNITY CORRECTIONS
2590 Venture Oaks Way, Suite 200, Sacramento, CA 95833
http://www.bscc.ca.gov
cell 916.599.2125
email [email protected]
LEADERSHIP « EXCELLENCE « SUPPORT
From: Harvey, Chris <[email protected]>
Sent: Monday, January 6, 2025 2:57 PM
To: Escobar, Eddie@BSCC <[email protected]>
Subject: Request to Expend BSCC ORT Grant Funds
Hello Eddie,
Please see the attached request to move one step closer to a DFR program.
CHRIS HARVEY, ID #1457
Police Lieutenant | South Area Commander
1/6/25, 5:00 PM RE: Request to Expend BSCC ORT Grant Funds - Harvey, Chris - Outlook about:blank 1/2
Brea Police Department
P: 714.990.7624 | E: [email protected] | W: www.breapolice.net City of Brea | 1 Civic Center Circle | Brea, California 92821 1/6/25, 5:00 PM RE: Request to Expend BSCC ORT Grant Funds - Harvey, Chris - Outlook about:blank 2/2
City of Brea
City Council Regular Meeting Communication
E. Award Professional Services Agreements with CSG Consultants, Inc. and JAS Pacific for Building Plan Check and Inspection Services
Meeting
Tuesday, January 21, 2025, 7:00 PM
Agenda Group
CONSENT CALENDAR Item: 4E.
TO
Honorable Mayor and City Council Members
FROM
Kristin Griffith, Interim City Manager
RECOMMENDATION
Staff recommends that the City Council take the following actions:
1. Approve a Professional Services Agreement between the City of Brea and CSG Consultants, Inc. for asneeded building and safety services in the amount not-to-exceed $250,000.00 per agreement;
2. Approve a Professional Services Agreement between the City of Brea and JAS Pacific and for as-needed building and safety services in the amount not-to-exceed $250,000.00 per agreement;
3. Authorize the City Manager or designee to execute the Professional Services Agreements; and
4. Authorize the City Manager to extend the term of the Professional Services Agreements for one additional one-year term.
BACKGROUND/DISCUSSION
The Community Development Department currently contracts with CSG Consultants, Inc. and 4Leaf, Inc. for building plan review and building inspections, as well as plumbing, mechanical, electrical, energy efficiency, civil, and structural engineering support for major commercial, industrial, and multi-family residential projects.
Professional services agreements (PSAs) were previously awarded to these two (2) vendors to aid with reviewing the high volume of projects and development occurring within Brea.
The PSA with CSG Consultants, Inc. expired in late 2024, and the PSA with 4Leaf, Inc. is set to expire in early 2025.
With the ongoing significant development in the City, staff foresees the need to retain the additional support provided by consultants. This support will aid the City in maintaining a high-level of service and maximize efficiency when reviewing plans and conducting field inspections. Based on previous efforts and the ongoing commercial and residential projects within the City, staff have identified the need to procure two (2) professional services agreements to effectively complete the full scope of building services. In order to do so, staff took the following actions:
On September 19, 2024, City staff emailed a pre-solicitation notification to known building firms who might be interested in submitting a proposal, in anticipation of the PSAs’ expiration.
On September 26, 2024, a Request for Proposals (RFP) was issued via the City’s eProcurement Portal to solicit building firms capable of meeting the City’s needs. The RFP was available online for three weeks, and the City received nine (9) proposals from consulting firms specializing in building services.
On October 21, 2024, staff reviewed and evaluated the submitted proposals, in accordance with City guidelines. Out of the nine (9) proposals received, three (3) firms were identified that best meet the needs of the City: CSG Consultants, Inc.; JAS Pacific; and Willdan. While 4Leaf, Inc. submitted a proposal in response to the RFP published on September 26, 2024, staff ultimately did not recommend the firm for a new PSA.
Prior experiences with 4Leaf, Inc. revealed that their staffing levels and communication fell below the department's needs.
On November 11 and November 13, 2024, City staff conducted interviews with JAS Pacific and Willdan.
These interviews were initiated in order to further assist staff with the selection process. While both firms were strong candidates, staff determined that JAS Pacific more effectively meets the City’s specific requirements. Therefore, CSG Consultants, Inc. and JAS Pacific were ultimately the two (2) vendors selected for their qualifications, capacity to handle the City’s needs, and cost-effectiveness.
CSG Consultants, Inc. is familiar with the City’s internal functions, systems, and staff, as they have previously provided building plan check and inspection services to Brea. They have been a key consultant for the City for the past few years, providing their services for major residential, commercial, industrial, and multi-family residential projects.
JAS Pacific is backed by a team of experienced professionals skilled in managing all types of projects. Their commitment to the industry is demonstrated through their active involvement in community affairs and participation in national, state and local building conferences. JAS Pacific’s proposed costs aligned more closely with the City’s current fee structure, while still maintaining the high quality of services required. JAS Pacific currently holds PSAs with various cities across Southern California, including Anaheim, Beverly Hills, Burbank, Downey, Manhattan Beach, Pasadena, and Yorba Linda.
Given their qualifications, staff recommend that the City Council approve two (2) PSAs, the first with CSG Consultants, Inc. and the second with JAS Pacific, both in the amount not-to-exceed $250,000.00 per agreement.
COMMISSION/COMMITTEE RECOMMENDATION
The Finance Committee recommended this item for City Council approval on January 14, 2025.
FISCAL IMPACT/SUMMARY
Funding for the PSAs for Building Plan Check and Inspection Services is included in the FY 23-25 biennial Operating Budget from the City’s General Fund.
Costs associated with building plan review and inspection services are part of the cost-recovery model associated with Development Fund (840), where charges are passed-through from the applicant to the consultant. However, there are instances where the cost for professional services by the consultants exceeds the City’s current fee, resulting in a negligible impact to the General Fund (110) related to permit review costs. The General Fund (110) impact is not anticipated to exceed a maximum annual amount of $5,000 per agreement.
RESPECTFULLY SUBMITTED:
Kristin Griffith, Interim City Manager
Prepared by: Joselyn Magaña, Management Analyst
Concurrence: Jason Killebrew, Interim Assistant City Manager/Community Development Director & Christian Varela, Building Official
Attachments
CSG - Revised Fee Schedule
JAS Pacific - Revised Fee Schedule
AGR-2025.01.06.145-CSG Consultants Inc. Building Safety Plan Check and Inspection Services.pdf City Of Brea JAS Pacific Signed Agreement AGR-2025.01.06.146-JAS-Pacific-Building-Safety-Plan-Check-and- Inspection-Services (7).pdf JAS Pacific Proposal.pdf
CSG Proposal 2024.pdf
REQUEST FOR PROPOSALS
As-Needed Building Inspection, Plan Check and Permit Technician Services 2024.09.26.01
STANDARD FORM I
PRICE FORM
(Proposer’s Company Name)
Separate and describe your tasks, and associated costs, for the Scope of Services requirements.
Attach additional pages if necessary.
Please note that pricing Must Be All-Inclusive. EACH PROPOSAL MUST BE INCLUSIVE OF ALL COSTS TO PERFORM THE REQUIRED SERVICES. Any and all costs of labor, transportation, materials, software, equipment, proprietary licenses, and any and all other fees, costs, taxes, insurance, and expenses necessary to comply with the requirements of this RFP and to provide the Services, must be included in the proposal price.
November 12, 2024
Jason Killebrew
Community Development Director - Deputy City Manager
City of Brea
1 Civic Center Circle
Brea, CA 92821
REVISED RATE SCHEDULE
BUILDING & SAFETY CONSULTING SERVICES
Dear Director/Deputy City Manager Killebrew,
JAS Pacific is pleased to be considered as a consultant for contractual Building & Safety Services to the City of Brea Community Development Department, Building & Safety Division. This communication is a submission of our revised service rates as provided on the following pages. The revised pages replace our previous Pricing provided on Sheets E-1 and E-2 in our Proposal.
It is our sincere desire that the revised rates will be amenable to the City of Brea to allow further consideration for JAS Pacific to be a consultant to Brea’s Building & Safety Division. In meeting with your Building Official Mr.
Christian Varela, we feel that the goals, and the projects in the City of Brea are consistent with JAS Pacific’s experience and our track record of excellent municipal and community service.
Should you have any questions, please feel free to contact me directly at (626) 625-4233. We look forward to hearing from you.
Respectfully,
Rajesh Patel, P.E.
President
JAS Pacific
201 N. Euclid Avenue, Suite A, Upland, CA 91786
Office: 800.844.5885 • Mobile: 626.625.4233
[email protected]
JAS PACIFIC –MUNICIPAL SERVICESCONSULTING FIRM
Building Your Solutions
Description of Service Hourly Rate – Unless Noted as
Percentage
Complete Building Plan Review1, 2 60% of Total Plan Check Fees Structural Plan Review Only 1, 2 35% of Total Plan Check Fees Certified Building Official $150.00 / Hour
$160.00 / Hour
Licensed Structural Engineer
(Building Plan Check)
$155.00 / Hour
$ 165.00 / Hour
Licensed Professional Engineer
(Civil, Electrical, & Mechanical)
$140.00 / Hour
$ 150.00 / Hour
Plans Examiner
(Building, Electrical, Mechanical, & Grading Plan
Check)
$120.00 / Hour
$ 130.00 / Hour
Licensed Civil Engineer
(Grading Plan Check)
$150.00 / Hour
$160.00 / Hour
Licensed Geotechnical Engineer
(Grading Foundation Plan Check)
$160.00 / Hour
$170.00 / Hour
Certified Access Specialist
(Specialty CASp Plan Check)
$150.00 / Hour
$160.00 / Hour
Senior Building Inspector
(Commercial, Large Res Building Inspection)
$120.00 / Hour
$125.00 / Hour
Combination Building Inspector
(Building Inspection)
$110.00 / Hour
$115.00 / Hour
Specialty Inspector
(Mech, Elect, Plumbing Inspector)
$120.00 / Hour
$125.00 / Hour
On-Site Certified Permit Technician $90.00 / Hour
$95.00 / Hour
Remote Certified Permit Technician $85.00 / Hour
$80.00 / Hour
Admin / Permit Specialist $70.00 / Hour
$75.00 / Hour
JAS PACIFIC
SERVICE RATES - REVISED NOVEMBER 12, 2024
Fire Protection Engineer $170.00 / Hour
$180.00 / Hour
Fire Marshal $130.00 / Hour
$140.00 / Hour
Certified Fire Plans Examiner $120.00 / Hour
$130.00 / Hour
Senior Fire Inspector $130.00 / Hour
$140.00 / Hour
COST FOOTNOTES/NOTES:
1 All Building/Discipline Plan Check Services may be expedited subject to mutually acceptable terms with the City or City Customer for a minimum cost of 1.5 times the specified rate.
All percentage/hourly rates specified include (non-prevailing wage) salaries, insurance, benefits, local commute, normal administration assistance for transporting/logging/tracking/returning plans and documents, and standard office expenses (not including Certified Access Specialist - CASp expenses if required).
Should additional Administrative Services be requested which exceed the normal plan processing tasks, JAS may charge additional hourly Admin rates subject to approval by the City Building Official / Community Development Director.
Services rendered outside normal business hours Monday through Friday 8:00am - 5:00pm, including weekend and holidays will be billed at either 1.5x or 2x the hourly rate as applicable.
Payment Terms are 30 days from receipt of Invoice, unless previously agreed upon.
Specified JAS rates are subject to increase each subsequent fiscal year on July 1st, based upon the Consumer Price Index (CPI) as applicable for this region.
Agreement No. 2025.01.06.145
Professional Services Agreement
This Professional Services Agreement ("Agreement") is dated Tuesday, January 21, 2025 for reference purposes and is executed by the City of Brea, a California municipal corporation (“City”), and CSG Consultants, Inc. a Consultant ("Consultant").
RECITALS
A. City desires to retain Consultant as an independent contractor to provide the following Professional Services: Building & Safety Plan Check and Inspection Services for Community Development.
B. Contractor represents that it is duly licensed, fully authorized by law, and has the necessary experience and qualifications, to provide such services.
NOW, THEREFORE, the parties agree as follows:
AGREEMENT
1. Scope of Services.
Consultant shall perform the services referenced in the Recitals and more specifically described in the Scope of Services set forth in the attached Exhibit A, and as otherwise required by this Agreement, all to City’s satisfaction (collectively, “Services”).
2. Compensation
A. City shall pay for the Services satisfactorily performed, in accordance with the Fee Schedule set forth in the attached Exhibit A.
B. In no event shall the total amount paid for the Services exceed the all-inclusive lump sum of $ 250,000.00 (“Contract Amount”) of which only $5,000.00 shall be funded from the City's General Fund (110). Majority of work shall be charged to developer-funded accounts. This amount covers and is inclusive of all labor, materials, and any and all other costs incurred by Consultant in performing the Services. Consultant shall be deemed to have made all inquiries and site inspections deemed necessary by Consultant prior to execution of this Agreement.
C. Unless the Fee Schedule calls for payment of a one-time flat fee, periodic payments for undisputed work shall be made within 30 days of receipt of an invoice which includes a detailed description of the work performed. Consultant’s invoices shall indicate the amount of time spent on each task and the applicable rate.
D. Unless the Fee Schedule calls for payment on a different schedule, Consultant shall invoice City on a monthly basis.
3. Additional Work.
This Agreement does not include any contingency or additional work. Any additional work performed by Contractor without a written amendment or approval of the City shall be deemed to be work included within the Services.
1 4. Term.
A. The term of this Agreement shall commence Tuesday, January 21, 2025 (“Effective Date”). Unless extended or earlier terminated as provided herein, this Agreement shall expire on: Thursday, January 21, 2027
City may extend the term of this Agreement by giving written notice to Contractor within 30 days prior to the then-scheduled expiration date for up to one (1) additional one-year term which will be in the sole discretion of the: City Manager, or designee.
5. Time of Performance.
A. Consultant shall commence the Services on the above Effective Date, timely complete all performance milestones, if any, and shall complete the Services within the term of this agreement.
B. Force Majeure. Neither party shall be considered in default of this Agreement for delays in performance caused by a force majeure event. As used in this Agreement, the term “force majeure event” means circumstances beyond the reasonable control of the non-performing party and includes the following: abnormal weather conditions; floods; earthquakes; fire; epidemics; war; riots and other civil disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage; or judicial restraint. Consultant’s lack of financial capability, shall not constitute a force majeure event unless directly attributable to any of the foregoing events.
C. Should a force majeure event occur, the non-performing party shall, within a reasonable time of being prevented from performing, give written notice to the other party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement.
6. Maintenance of Records.
Books, documents, papers, accounting records, and other evidence pertaining to the Services, including costs incurred, shall be maintained by Consultant and made available for review by City at all reasonable times during the term of this Agreement and for four (4) years from the date of final payment by City.
7. Standard of Care.
Contractor’s Services shall be performed in accordance with the generally accepted professional standards of practice and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently performing similar services under similar conditions in southern California. Contractor shall maintain all professional licenses and certifications required to lawfully perform the Services.
8. Compliance with Law.
A. Consultant shall comply with all applicable laws including Cal/OSHA requirements. 2 B. Consultant shall obtain a City of Brea business license.
C. Consultant shall comply with all applicable provisions included in the attached Special Provisions Section.
9. Assignment and Subcontracting.
A. Consultant shall not assign or transfer this Agreement or any rights or obligations under, or any interest in this Agreement, or subcontract any required performance hereunder, without the prior written consent of City, which may be withheld for any reason. City shall be deemed to have approved Consultant’s utilization of subcontractors identified in Consultant’s proposal for the Services.
B. Any attempt to so assign, transfer, or subcontract without City’s prior written consent shall be void and shall constitute grounds for City’s termination of this Agreement. Authorized subcontracts shall contain a provision making the subcontractor subject to all requirements of this Agreement otherwise applicable to the Consultant.
C. If use of a subcontractor is approved, then City may withhold 5% of each monthly payment to Consultant. Such retention shall be released upon City’s receipt of an unconditional release of all claims signed by any such subcontractor, as to work performed to date.
10. Independent Contractor.
A. Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant is or shall become an employee of City.
B. Consultant will determine the means, methods, and details by which Consultant’s personnel will perform the Services. Consultant shall be solely responsible for the satisfactory work performance of all personnel engaged in performing the Services and compliance with the customary professional standards.
C. Consultant’s personnel shall not wear or display any City uniform, badge, identification number, or other information identifying such individual as an employee of City. Consultant’s personnel shall not use any City e-mail address or City telephone number in the performance of the Services. Consultant shall acquire and maintain at its sole cost and expense such vehicles, equipment and supplies as Consultant’s personnel require to perform the Services. Consultant shall perform the Services off of City premises at locations of Consultant’s choice, except as otherwise may from time to time be necessary in order for Consultant’s personnel to receive projects from City, review plans on file at City, pick up or deliver any work product, or as may be necessary to inspect or visit City locations. City may make a computer available to Consultant from time to time for Consultant’s personnel to obtain information about or to check on the status of projects pertaining to the Services.
D. Consultant shall be responsible for and pay all wages, salaries, benefits and other amounts due to Consultant’s personnel in connection with the Services Consultant shall be responsible for all reports and obligations respecting such additional personnel, including Social Security taxes, other retirement or pension benefits, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. Consultant and its officers, employees, agents, and subcontractors shall not become entitled to, and hereby waive any claims to, any wages, salaries, compensation, benefit or any incident of employment by City, including eligibility to enroll in, or reinstate to membership in, the California Public Employees Retirement System (“PERS”) or any other retirement program, as an employee of City, and entitlement to any contribution to be paid by City for employer 3 contributions or employee contributions for PERS benefits or any other retirement benefits.
11. CalPERS Compliance.
The parties acknowledge that City is a local agency member of CalPERS, and as such has certain pension reporting and contribution obligations to CalPERS on behalf of qualifying employees.
Consultant agrees that, in providing its employees and any other personnel to City to perform the Services, Consultant shall assure compliance with the Public Employees’ Retirement Law (Government Code Section 20000 et seq.), the regulations of CalPERS, and the Public Employees’ Pension Reform Act of 2013 (Government Code Section 7522 et seq.). Without limitation to the foregoing, Consultant shall assure compliance with regard to personnel who have active or inactive membership in CalPERS and to those who are retired annuitants and in performing this Agreement shall not assign or utilize any of its personnel in a manner that will cause City to be in violation of the applicable retirement laws and regulations.
12. Insurance.
Unless otherwise permitted or waived in writing by City’s Risk Manager Consultant shall not commence work until it has secured all insurance required under this section and provided evidence thereof that is acceptable to City. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section.
A. Commercial General Liability
i. Consultant shall take out and maintain, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to City. ii. Coverage for Commercial General Liability insurance shall be at least as broad as the following:
a. Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 00 01) or exact equivalent.
iii. Commercial General Liability Insurance must include coverage for the following:
a. Bodily Injury and Property Damage
b. Personal Injury/Advertising Injury
c. Premises/Operations Liability
d. Products/Completed Operations Liability
e. Aggregate Limits that Apply per Project
f. Contractual Liability with respect to this Agreement g. Broad Form Property Damage
h. Independent Consultant's Coverage
iv. The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to this Agreement. v. The policy shall be endorsed to name City, its elected and appointed officials, officers, employees, agents, servants, designated volunteers and agents serving as independent contractors in the role of City officials, as additional insureds using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsement forms providing the exact same coverage.
4 vi. The general liability coverage may utilize deductibles or provide coverage excess of a self-insured retention, only if approved by City’s Risk Manager in writing, and further provided that such deductibles shall not apply to coverage of the additional insureds B. Automobile Liability
Automobile Liability Insurance is required for this Agreement as follows: i. Contractor shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to City. ii. Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 1, any auto). iii. The policy shall be endorsed to name City, its officials, officers, employees, agents, servants, designated volunteers and agents serving as independent contractors in the role of City officials, as additional insureds. iv. Subject to City’s written approval, the automobile liability coverage may utilize deductibles or provide coverage excess of a self-insured retention, provided that such deductibles shall not apply to coverage of the additional insureds.
C. Workers’ Compensation/Employer’s Liability
Workers' Compensation and Employer's Liability Insurance is required for this Agreement as follows: i. Contractor certifies that Contractor is aware of the provisions of Labor Code Section 3700 which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she/it will comply with such provisions before commencing work under this Agreement. ii. Contractor shall maintain full compensation insurance for its employees in accordance with the Workers’ Compensation and Insurance Act (Labor Code Section 3200 et seq.) and Employer’s Liability Coverage in amounts indicated herein. Contractor shall require all subcontractors to obtain and maintain workers’ compensation coverage of the same type and limits as specified in this section.
D. Professional Liability (Errors and Omissions)
$2,000,000 per claim and aggregate (errors and omissions) Retroactive date is not required for this Agreement.
E. Cyber Liability
Cyber Liability Insurance is not required for this Agreement.
F. Minimum Policy Limits Required
i. A.M. Best's Rating
Each policy of insurance required herein shall be from a company or companies having a current A.M.
Best's rating of no less than A:VII and admitted and authorized to transact the business of insurance in the State of California.
ii. The following insurance limits are required for this Agreement:
a. Commercial General Liability
5 $1,000,000 per occurrence/ $2,000,000 aggregate for bodily injury, personal injury, and property damage
b. Automobile Liability
$2,000,000 per occurrence (any auto) for bodily injury and property damage c. Worker's Compensation and Employers Liability
In the amount required by California law for Workers’ Compensation Limit. $1,000,000 per occurrence for Employer's Liability
d. Professional Liability
$2,000,000 per claim and aggregate (errors and omissions) Retroactive date is not required for this Agreement.
e. Cyber Liability
Cyber Liability Insurance is not required for this Agreement. ii. Defense costs shall be payable in addition to the limits. iii. Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as additional insured pursuant to this Agreement.
G. Proof of Insurance
Within five days of execution of this Agreement, but prior to commencement of the Services, Consultant shall file with City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer’s equivalent) signed by the insurer’s representative and Certificate of Insurance (Acord Form 25-S or equivalent), together with required original endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance.
H. Policy Provisions Required
i. The required policies of insurance shall require that the City be provided at least 30 days prior written notice of cancellation of any policy required by this Agreement, except that the policies shall provide at least 10 days prior written notice of cancellation of any such policy due to non-payment of premium. If any of the required coverage is cancelled or expires during the term of this Agreement, Consultant shall deliver renewal certificate(s) including the required endorsement(s) to City at least 10 days prior to the effective date of cancellation or expiration.
ii. The Commercial General Liability Policy and Automobile Liability Policy shall each contain a 6 provision stating that Consultant’s policy is primary insurance and that any insurance, self-insurance or other coverage maintained by City or any additional insureds shall not be called upon to contribute to any loss.
iii. The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement.
If a “claims-made” professional liability policy is provided, it shall include an extended reporting period of not less than three years.
iv. All required insurance coverages, except for the professional and cyber liability coverage, shall contain or be endorsed to provide a waiver of subrogation in favor of City, its elected and appointed officials, officers, employees, agents, servants, designated volunteers and agents serving as independent contractors in the role of City officials (“City Parties”), or shall specifically require Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City Parties, and shall require similar written express waivers and insurance clauses from each of its subcontractors. v. The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve Consultant from liability in excess of such coverage, nor shall it limit Consultant’s indemnification obligations to City or preclude City from taking such other actions available to City under other provisions of this Agreement or law.
I. Additional Insurance Provisions
i. The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of such insurance by City, are not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by Consultant pursuant to this Agreement, including the provisions concerning indemnification. ii. If at any time during the term of this Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may terminate this Agreement for cause. iii. City may require Consultant to provide for inspection by City, complete copies of all insurance policies in effect for the duration of the Agreement.
iv. No City official, officer, employee, agent or volunteer shall be personally responsible for any liability arising under or by virtue of this Agreement. v. The insurance obligations under this Agreement shall be: (1) all the insurance coverage and/or limits carried by or available to Consultant; or (2) the minimum insurance coverage requirements and/or limits shown in this Agreement; whichever is greater. Any insurance proceeds in excess of or broader than the minimum required coverage and/or minimum required limits, which are applicable to a given loss, shall be available to City. No representation is made that the minimum insurance requirements of this Agreement are sufficient to cover the obligations of Consultant under this Agreement.
J. Subcontractor Insurance Requirements
Consultant shall not allow any subcontractor to commence work on any subcontract until it has 7 provided evidence satisfactory to City that it has secured all insurance required under this section.
Policies of commercial general liability insurance provided by such subcontractors shall be endorsed to name City, its elected and appointed officials, officers, employees, agents, servants, designated volunteers and agents serving as independent contractors in the role of City officials as additional insureds, using ISO form CG 20 38 04 13 or an endorsement providing the same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors.
13. Indemnification.
A. Other than in the performance of professional services, and to the fullest extent permitted by law, Contractor shall defend (with counsel reasonably approved by City), indemnify and hold City, its elected and appointed officials, officers, attorneys, agents, employees, servants, designated volunteers, successors, assigns and those City agents serving as independent contractors in the role of City officials (collectively “Indemnitees”) free and harmless with respect to any and all claims, demands, causes of action, costs, expenses, liabilities, losses, damages, liens, stop notices and/or injury of any kind, in law or equity, to property or persons, including bodily injury, wrongful death, personal injury and property damage, and destruction, or unauthorized access to, disclosure, use, and/or theft of electronic data (collectively, “Claims”) in any manner and to the extent arising out of, pertaining to, or incidental to any act, error, omission, or willful misconduct of Contractor, its owners, officials, officers, employees, subcontractors, contractors or agents (and/or any entity or individual for whom Contractor shall bear legal liability) in connection with the performance of the Services including the payment of all damages, expert witness fees and attorney’s fees and other related costs and expenses actually incurred in connection with such defense. Contractor's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by Contractor, or by City or any of the other Indemnitees.
Contractor shall have no liability hereunder for claims and liabilities arising out of the sole, active negligence of any of the Indemnitees.
B. Professional Services. To the fullest extent permitted by law, Contractor shall, at its sole cost and expense, protect, defend, hold harmless and indemnify the Indemnitees, from and against any and all Claims, whether actual, alleged or threatened, to the extent arising out of, pertaining to, or relating to, in whole or in part, the negligence, recklessness or willful misconduct of Contractor, and/or its officers, agents, employees, subcontractors, contractors or their officers, agents, servants or employees (and/or any entity or individual for whom Contractor shall bear legal liability) in the performance of professional services under this Agreement. Contractor shall defend the Indemnitees in any action or actions filed in connection with any Claims with counsel of the Indemnitees’ choice, and shall pay all costs and expenses, including all attorneys’ fees and experts’ costs, actually incurred in connection with such defense.
C. Contractor’s obligations under this Section shall survive the expiration or termination of this Agreement.
14. Laws and Venue.
This Agreement shall be governed by and interpreted in accordance with the laws of the State of California without regard for change of venue laws. If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in the Superior Court of the County of Orange, or in the U.S. District Court, Central District,, State of California. Consultant must comply with the claim 8 procedures set forth in the Government Claims act (Government Code Section 810 et seq.) prior to filing any lawsuit against City.
15. Termination.
A. City may terminate any portion or all of the Services or this Agreement with or without cause by giving 10 days’ prior, written notice to Consultant. In such event, City shall be immediately given title to and possession of all Work Product (as defined below) and original field notes, drawings and specifications, written reports and all other documents produced or developed pursuant to this Agreement. Provided Consultant is not then in breach, City shall pay Consultant for any portion of the Services satisfactorily completed prior to termination. If termination occurs prior to completion of any specific task for which a payment request has not been received, the charge for Services performed shall be the reasonable value of such Services, based on an amount agreed to by the parties. City shall not be liable for any costs other than the charges or portions thereof which are specified herein.
Consultant shall not be entitled to payment for unperformed Services, and shall not be entitled to damages or compensation resulting from such termination.
B. Consultant may terminate this Agreement only for cause and by serving written notice of termination to City, provided Consultant has first served City with a written notice of default and demand to cure, and City has failed to cure such default within 30 days of receipt of such notice.
16. Ownership of Work Product.
A. All draft and final reports, documents, and other written material, and any and all images, reports, writings, ideas, concepts, designs including website designs, source code, object code, electronic data and files, and/or other media whatsoever created or developed by Contractor in the performance of this Agreement (collectively, “Work Product”) shall be considered to be “works made for hire” for the benefit of City. All Work Product and any and all intellectual property rights arising from their creation, including all copyrights and other proprietary rights, shall be and remain the property of City without restriction or limitation upon their use, duplication or dissemination by City upon final payment being made, provided that any such use shall be at City’s sole risk. Contractor shall not obtain or attempt to obtain copyright protection as to any of the Work Product. Contractor agrees that the compensation set forth in Section 2 of this Agreement includes conveyance to City of ownership of all Work Product, including intellectual property rights, as provided in this Section 16. "Work Product" shall not include intellectual property, or any thing or idea protected by intellectual property rights, lawfully owned or possessed by [contractor] prior to the effective date of this Agreement.
B. Contractor hereby assigns to City all rights of ownership to the Work Product, including any and all related intellectual property and proprietary rights, that are not otherwise vested in City pursuant to subsection A above.
C. Contractor warrants and represents that it has secured all necessary licenses, consents or approvals necessary to the production of the Work Product, and that upon final payment or Contractor 's default, City shall have full legal title to the Work Product, and full legal authority and the right to use and reproduce the Work Product for any purpose. Contractor shall defend, indemnify and hold City, and the other Indemnitees harmless from any and all losses, claims or liabilities in any way related to a claim that City’s use of any of the Work Product violates federal, state or local laws, or any contractual provisions, or any rights or laws relating to trade names, licenses, franchises, copyrights, patents or other means of protecting intellectual 9 property rights and/or interests in products, ideas or inventions. Contractor shall bear all costs arising from the use of patented, copyrighted, trade secret or trademarked documents, materials, equipment, devices or processes in connection with its provision of the Work Product produced under this Agreement. In the event the use of any of the Work Product or other deliverables hereunder by City is held to constitute an infringement and the use of any of the same is enjoined, Contractor, at its expense, shall: (a) secure for City the right to continue using the Work Product and other deliverables by suspension of any injunction, or by procuring a license or licenses for City; or (b) modify the Work Product and other deliverables so that they become noninfringing while remaining in compliance with the requirements of this Agreement; or (c) provide the City with a full and complete refund of all sums paid under this Agreement. Contractor’s obligations under this Section shall survive the expiration or termination of this Agreement.
17. Data Security.
18. Party Representatives.
City hereby designates Jason Killebrew, or such person’s designee, as the City Representative for this Agreement.
Consultant hereby designates Cyrus Kianpour, or such person’s designee, as Consultant’s Representative for this Agreement, unless and until written notice of a new representative acceptable to City is provided to City.
The foregoing representatives shall be authorized to provide consent where required herein, and to make other administrative decisions that will be binding on their respective party, except as otherwise specifically required herein.
19. Notices.
Any notices, invoices, or other documents related to this Agreement shall be deemed received on: (a) the day of delivery, if delivered by hand during the receiving party’s regular business hours or by e-mail before or during the receiving party’s regular business hours; (b) the business day after delivery, if delivered by e-mail after the receiving party’s regular business hours; or (c) on the second business day following deposit in the United States mail, certified mail with return receipt requested and postage prepaid, to the addresses listed below, or to such other addresses as the parties may, from time to time, designate in writing.
City Consultant
City of Brea CSG Consultants, Inc.
1 Civic Center Circle 3707 W Garden Grove Blvd, Suite 100 Brea, CA 92821 Orange, CA 92868
United States USA
Chris Varela Khoa Duong
[email protected] [email protected]
(714) 9907765 (714) 5681010
20. Third Party Rights.
10 Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than City and Consultant.
21. Conflicts of Interest.
A. Consultant covenants that it presently has no interest, and shall not acquire any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the Services. Consultant certifies that no one who has or will have any financial interest under this Agreement is an officer or employee of City.
B. Consultant further covenants that, in the performance of this Agreement, no subcontractor or person having any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the Services shall be employed. Consultant has provided City with a list of all City-approved subcontractors and the key personnel for such subcontractors that are retained or to be retained by Consultant in connection with the performance of the Services, to assist City in affirming compliance with this Section.
C. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement.
Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. If required, Consultant further agrees to file, or shall cause its employees or subcontractors to file, a Statement of Economic Interest with the City Clerk as required under state law in the performance of the Services. For breach or violation of this warranty, City shall have the right to terminate this Agreement without liability. No director, official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
22. Severability.
The unenforceability, invalidity or illegality of any provision(s) of this Agreement shall not render the remaining provisions unenforceable, invalid or illegal.
23. Successors and Assigns.
This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of the parties.
24. Non-Waiver.
None of the provisions of this Agreement shall be considered waived by either party, unless such waiver is specified in writing, and any such waiver shall be limited to that set of circumstances and not to any future circumstances unless another written waiver is executed.
25. Time of Essence.
Time is of the essence in each and every provision of this Agreement.
26. City’s Right to Employ Other Consultant's.
11 City reserves its right to employ other Consultant's to provide the Services or similar services.
27. Exhibits.
The attached Exhibit A is are incorporated herein by reference. In the event of any conflict or inconsistency between the provisions of this Agreement and any Exhibit, the provisions of this Agreement shall govern.
28. Entire Agreement.
This Agreement represents the entire understanding of the parties as to the Services, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters. Each party acknowledges that no representations, inducements, promises or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This Agreement may not be modified or altered except in writing signed by both parties. This is an integrated agreement.
[SIGNATURES ON FOLLOWING PAGE]
12 TO EXECUTE THIS AGREEMENT, the Parties have caused their authorized representatives to sign below. Digital Signatures are acceptable if they conform to all requirements of California Government Code Section 16.5.
CSG Consultants, Inc.
By:_____________________________ By:_____________________________ Cyrus Kianpour Nourdin Khayata
President Secretary
[email protected] [email protected]
Date Signed:_______________ Date Signed:________________ [Corporation: pursuant to California Corporations Code Section 313, both signature lines must be executed unless the signatory holds at least one of the offices designated on each line. Limited liability company: Pursuant to California Corporations Code Section 17703.01(d), both signature lines must be executed unless the articles of incorporation state that the firm is managed by only one manager.] City of Brea Attest (if over $50,000)
By:____________________________ By:____________________________ Kristin Griffith Lillian Harris-Neal
Interim City Manager
[email protected]
Date Signed:_______________ Date Signed:_________________ 13 SPECIAL PROVISIONS
No Special Provisions required for this Agreement.
14 EXHIBIT A
SCOPE OF SERVICES AND FEE SCHEDULE
(Consultant's proposal attached)
15 Agreement No. 2025.01.06.146
Professional Services Agreement
This Professional Services Agreement ("Agreement") is dated Tuesday, January 21, 2025 for reference purposes and is executed by the City of Brea, a California municipal corporation (“City”), and JAS Pacific a Consultant ("Consultant").
RECITALS
A. City desires to retain Consultant as an independent contractor to provide the following Professional Services: Building & Safety Plan Check and Inspection Services for Community Development.
B. Contractor represents that it is duly licensed, fully authorized by law, and has the necessary experience and qualifications, to provide such services.
NOW, THEREFORE, the parties agree as follows:
AGREEMENT
1. Scope of Services.
Consultant shall perform the services referenced in the Recitals and more specifically described in the Scope of Services set forth in the attached Exhibit A, and as otherwise required by this Agreement, all to City’s satisfaction (collectively, “Services”).
2. Compensation
A. City shall pay for the Services satisfactorily performed, in accordance with the Fee Schedule set forth in the attached Exhibit A.
B. In no event shall the total amount paid for the Services exceed the all-inclusive lump sum of $ 250,000.00 (“Contract Amount”) of which only $5,000.00 shall be funded from the City's General Fund (110). Majority of work shall be charged to developer-funded accounts. This amount covers and is inclusive of all labor, materials, and any and all other costs incurred by Consultant in performing the Services. Consultant shall be deemed to have made all inquiries and site inspections deemed necessary by Consultant prior to execution of this Agreement.
C. Unless the Fee Schedule calls for payment of a one-time flat fee, periodic payments for undisputed work shall be made within 30 days of receipt of an invoice which includes a detailed description of the work performed. Consultant’s invoices shall indicate the amount of time spent on each task and the applicable rate.
D. Unless the Fee Schedule calls for payment on a different schedule, Consultant shall invoice City on a monthly basis.
3. Additional Work.
This Agreement does not include any contingency or additional work. Any additional work performed by Contractor without a written amendment or approval of the City shall be deemed to be work included within the Services.
1 4. Term.
A. The term of this Agreement shall commence Tuesday, January 21, 2025 (“Effective Date”). Unless extended or earlier terminated as provided herein, this Agreement shall expire on: Thursday, January 21, 2027
City may extend the term of this Agreement by giving written notice to Contractor within 30 days prior to the then-scheduled expiration date for up to one (1) additional one-year term which will be in the sole discretion of the: City Manager, or designee.
5. Time of Performance.
A. Consultant shall commence the Services on the above Effective Date, timely complete all performance milestones, if any, and shall complete the Services within the term of this agreement.
B. Force Majeure. Neither party shall be considered in default of this Agreement for delays in performance caused by a force majeure event. As used in this Agreement, the term “force majeure event” means circumstances beyond the reasonable control of the non-performing party and includes the following: abnormal weather conditions; floods; earthquakes; fire; epidemics; war; riots and other civil disturbances; strikes, lockouts, work slowdowns, and other labor disturbances; sabotage; or judicial restraint. Consultant’s lack of financial capability, shall not constitute a force majeure event unless directly attributable to any of the foregoing events.
C. Should a force majeure event occur, the non-performing party shall, within a reasonable time of being prevented from performing, give written notice to the other party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement.
6. Maintenance of Records.
Books, documents, papers, accounting records, and other evidence pertaining to the Services, including costs incurred, shall be maintained by Consultant and made available for review by City at all reasonable times during the term of this Agreement and for four (4) years from the date of final payment by City.
7. Standard of Care.
Contractor’s Services shall be performed in accordance with the generally accepted professional standards of practice and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently performing similar services under similar conditions in southern California. Contractor shall maintain all professional licenses and certifications required to lawfully perform the Services.
8. Compliance with Law.
A. Consultant shall comply with all applicable laws including Cal/OSHA requirements. 2 B. Consultant shall obtain a City of Brea business license.
C. Consultant shall comply with all applicable provisions included in the attached Special Provisions Section.
9. Assignment and Subcontracting.
A. Consultant shall not assign or transfer this Agreement or any rights or obligations under, or any interest in this Agreement, or subcontract any required performance hereunder, without the prior written consent of City, which may be withheld for any reason. City shall be deemed to have approved Consultant’s utilization of subcontractors identified in Consultant’s proposal for the Services.
B. Any attempt to so assign, transfer, or subcontract without City’s prior written consent shall be void and shall constitute grounds for City’s termination of this Agreement. Authorized subcontracts shall contain a provision making the subcontractor subject to all requirements of this Agreement otherwise applicable to the Consultant.
C. If use of a subcontractor is approved, then City may withhold 5% of each monthly payment to Consultant. Such retention shall be released upon City’s receipt of an unconditional release of all claims signed by any such subcontractor, as to work performed to date.
10. Independent Contractor.
A. Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant is or shall become an employee of City.
B. Consultant will determine the means, methods, and details by which Consultant’s personnel will perform the Services. Consultant shall be solely responsible for the satisfactory work performance of all personnel engaged in performing the Services and compliance with the customary professional standards.
C. Consultant’s personnel shall not wear or display any City uniform, badge, identification number, or other information identifying such individual as an employee of City. Consultant’s personnel shall not use any City e-mail address or City telephone number in the performance of the Services. Consultant shall acquire and maintain at its sole cost and expense such vehicles, equipment and supplies as Consultant’s personnel require to perform the Services. Consultant shall perform the Services off of City premises at locations of Consultant’s choice, except as otherwise may from time to time be necessary in order for Consultant’s personnel to receive projects from City, review plans on file at City, pick up or deliver any work product, or as may be necessary to inspect or visit City locations. City may make a computer available to Consultant from time to time for Consultant’s personnel to obtain information about or to check on the status of projects pertaining to the Services.
D. Consultant shall be responsible for and pay all wages, salaries, benefits and other amounts due to Consultant’s personnel in connection with the Services Consultant shall be responsible for all reports and obligations respecting such additional personnel, including Social Security taxes, other retirement or pension benefits, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. Consultant and its officers, employees, agents, and subcontractors shall not become entitled to, and hereby waive any claims to, any wages, salaries, compensation, benefit or any incident of employment by City, including eligibility to enroll in, or reinstate to membership in, the California Public Employees Retirement System (“PERS”) or any other retirement program, as an employee of City, and entitlement to any contribution to be paid by City for employer 3 contributions or employee contributions for PERS benefits or any other retirement benefits.
11. CalPERS Compliance.
The parties acknowledge that City is a local agency member of CalPERS, and as such has certain pension reporting and contribution obligations to CalPERS on behalf of qualifying employees.
Consultant agrees that, in providing its employees and any other personnel to City to perform the Services, Consultant shall assure compliance with the Public Employees’ Retirement Law (Government Code Section 20000 et seq.), the regulations of CalPERS, and the Public Employees’ Pension Reform Act of 2013 (Government Code Section 7522 et seq.). Without limitation to the foregoing, Consultant shall assure compliance with regard to personnel who have active or inactive membership in CalPERS and to those who are retired annuitants and in performing this Agreement shall not assign or utilize any of its personnel in a manner that will cause City to be in violation of the applicable retirement laws and regulations.
12. Insurance.
Unless otherwise permitted or waived in writing by City’s Risk Manager Consultant shall not commence work until it has secured all insurance required under this section and provided evidence thereof that is acceptable to City. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section.
A. Commercial General Liability
i. Consultant shall take out and maintain, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to City. ii. Coverage for Commercial General Liability insurance shall be at least as broad as the following:
a. Insurance Services Office Commercial General Liability coverage (Occurrence Form CG 00 01) or exact equivalent.
iii. Commercial General Liability Insurance must include coverage for the following:
a. Bodily Injury and Property Damage
b. Personal Injury/Advertising Injury
c. Premises/Operations Liability
d. Products/Completed Operations Liability
e. Aggregate Limits that Apply per Project
f. Contractual Liability with respect to this Agreement g. Broad Form Property Damage
h. Independent Consultant's Coverage
iv. The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to this Agreement. v. The policy shall be endorsed to name City, its elected and appointed officials, officers, employees, agents, servants, designated volunteers and agents serving as independent contractors in the role of City officials, as additional insureds using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsement forms providing the exact same coverage.
4 vi. The general liability coverage may utilize deductibles or provide coverage excess of a self-insured retention, only if approved by City’s Risk Manager in writing, and further provided that such deductibles shall not apply to coverage of the additional insureds B. Automobile Liability
Automobile Liability Insurance is required for this Agreement as follows: i. Contractor shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to City. ii. Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 1, any auto). iii. The policy shall be endorsed to name City, its officials, officers, employees, agents, servants, designated volunteers and agents serving as independent contractors in the role of City officials, as additional insureds. iv. Subject to City’s written approval, the automobile liability coverage may utilize deductibles or provide coverage excess of a self-insured retention, provided that such deductibles shall not apply to coverage of the additional insureds.
C. Workers’ Compensation/Employer’s Liability
Workers' Compensation and Employer's Liability Insurance is required for this Agreement as follows: i. Contractor certifies that Contractor is aware of the provisions of Labor Code Section 3700 which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she/it will comply with such provisions before commencing work under this Agreement. ii. Contractor shall maintain full compensation insurance for its employees in accordance with the Workers’ Compensation and Insurance Act (Labor Code Section 3200 et seq.) and Employer’s Liability Coverage in amounts indicated herein. Contractor shall require all subcontractors to obtain and maintain workers’ compensation coverage of the same type and limits as specified in this section.
D. Professional Liability (Errors and Omissions)
$2,000,000 per claim and aggregate (errors and omissions) Retroactive date is not required for this Agreement.
E. Cyber Liability
Cyber Liability Insurance is not required for this Agreement.
F. Minimum Policy Limits Required
i. A.M. Best's Rating
Each policy of insurance required herein shall be from a company or companies having a current A.M.
Best's rating of no less than A:VII and admitted and authorized to transact the business of insurance in the State of California.
ii. The following insurance limits are required for this Agreement:
a. Commercial General Liability
5 $1,000,000 per occurrence/ $2,000,000 aggregate for bodily injury, personal injury, and property damage
b. Automobile Liability
$2,000,000 per occurrence (any auto) for bodily injury and property damage c. Worker's Compensation and Employers Liability
In the amount required by California law for Workers’ Compensation Limit. $1,000,000 per occurrence for Employer's Liability
d. Professional Liability
$2,000,000 per claim and aggregate (errors and omissions) Retroactive date is not required for this Agreement.
e. Cyber Liability
Cyber Liability Insurance is not required for this Agreement. ii. Defense costs shall be payable in addition to the limits. iii. Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as additional insured pursuant to this Agreement.
G. Proof of Insurance
Within five days of execution of this Agreement, but prior to commencement of the Services, Consultant shall file with City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer’s equivalent) signed by the insurer’s representative and Certificate of Insurance (Acord Form 25-S or equivalent), together with required original endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance.
H. Policy Provisions Required
i. The required policies of insurance shall require that the City be provided at least 30 days prior written notice of cancellation of any policy required by this Agreement, except that the policies shall provide at least 10 days prior written notice of cancellation of any such policy due to non-payment of premium. If any of the required coverage is cancelled or expires during the term of this Agreement, Consultant shall deliver renewal certificate(s) including the required endorsement(s) to City at least 10 days prior to the effective date of cancellation or expiration.
ii. The Commercial General Liability Policy and Automobile Liability Policy shall each contain a 6 provision stating that Consultant’s policy is primary insurance and that any insurance, self-insurance or other coverage maintained by City or any additional insureds shall not be called upon to contribute to any loss.
iii. The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement.
If a “claims-made” professional liability policy is provided, it shall include an extended reporting period of not less than three years.
iv. All required insurance coverages, except for the professional and cyber liability coverage, shall contain or be endorsed to provide a waiver of subrogation in favor of City, its elected and appointed officials, officers, employees, agents, servants, designated volunteers and agents serving as independent contractors in the role of City officials (“City Parties”), or shall specifically require Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City Parties, and shall require similar written express waivers and insurance clauses from each of its subcontractors. v. The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve Consultant from liability in excess of such coverage, nor shall it limit Consultant’s indemnification obligations to City or preclude City from taking such other actions available to City under other provisions of this Agreement or law.
I. Additional Insurance Provisions
i. The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of such insurance by City, are not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by Consultant pursuant to this Agreement, including the provisions concerning indemnification. ii. If at any time during the term of this Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may terminate this Agreement for cause. iii. City may require Consultant to provide for inspection by City, complete copies of all insurance policies in effect for the duration of the Agreement.
iv. No City official, officer, employee, agent or volunteer shall be personally responsible for any liability arising under or by virtue of this Agreement. v. The insurance obligations under this Agreement shall be: (1) all the insurance coverage and/or limits carried by or available to Consultant; or (2) the minimum insurance coverage requirements and/or limits shown in this Agreement; whichever is greater. Any insurance proceeds in excess of or broader than the minimum required coverage and/or minimum required limits, which are applicable to a given loss, shall be available to City. No representation is made that the minimum insurance requirements of this Agreement are sufficient to cover the obligations of Consultant under this Agreement.
J. Subcontractor Insurance Requirements
Consultant shall not allow any subcontractor to commence work on any subcontract until it has 7 provided evidence satisfactory to City that it has secured all insurance required under this section.
Policies of commercial general liability insurance provided by such subcontractors shall be endorsed to name City, its elected and appointed officials, officers, employees, agents, servants, designated volunteers and agents serving as independent contractors in the role of City officials as additional insureds, using ISO form CG 20 38 04 13 or an endorsement providing the same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors.
13. Indemnification.
A. Other than in the performance of professional services, and to the fullest extent permitted by law, Contractor shall defend (with counsel reasonably approved by City), indemnify and hold City, its elected and appointed officials, officers, attorneys, agents, employees, servants, designated volunteers, successors, assigns and those City agents serving as independent contractors in the role of City officials (collectively “Indemnitees”) free and harmless with respect to any and all claims, demands, causes of action, costs, expenses, liabilities, losses, damages, liens, stop notices and/or injury of any kind, in law or equity, to property or persons, including bodily injury, wrongful death, personal injury and property damage, and destruction, or unauthorized access to, disclosure, use, and/or theft of electronic data (collectively, “Claims”) in any manner and to the extent arising out of, pertaining to, or incidental to any act, error, omission, or willful misconduct of Contractor, its owners, officials, officers, employees, subcontractors, contractors or agents (and/or any entity or individual for whom Contractor shall bear legal liability) in connection with the performance of the Services including the payment of all damages, expert witness fees and attorney’s fees and other related costs and expenses actually incurred in connection with such defense. Contractor's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by Contractor, or by City or any of the other Indemnitees.
Contractor shall have no liability hereunder for claims and liabilities arising out of the sole, active negligence of any of the Indemnitees.
B. Professional Services. To the fullest extent permitted by law, Contractor shall, at its sole cost and expense, protect, defend, hold harmless and indemnify the Indemnitees, from and against any and all Claims, whether actual, alleged or threatened, to the extent arising out of, pertaining to, or relating to, in whole or in part, the negligence, recklessness or willful misconduct of Contractor, and/or its officers, agents, employees, subcontractors, contractors or their officers, agents, servants or employees (and/or any entity or individual for whom Contractor shall bear legal liability) in the performance of professional services under this Agreement. Contractor shall defend the Indemnitees in any action or actions filed in connection with any Claims with counsel of the Indemnitees’ choice, and shall pay all costs and expenses, including all attorneys’ fees and experts’ costs, actually incurred in connection with such defense.
C. Contractor’s obligations under this Section shall survive the expiration or termination of this Agreement.
14. Laws and Venue.
This Agreement shall be governed by and interpreted in accordance with the laws of the State of California without regard for change of venue laws. If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in the Superior Court of the County of Orange, or in the U.S. District Court, Central District,, State of California. Consultant must comply with the claim 8 procedures set forth in the Government Claims act (Government Code Section 810 et seq.) prior to filing any lawsuit against City.
15. Termination.
A. City may terminate any portion or all of the Services or this Agreement with or without cause by giving 10 days’ prior, written notice to Consultant. In such event, City shall be immediately given title to and possession of all Work Product (as defined below) and original field notes, drawings and specifications, written reports and all other documents produced or developed pursuant to this Agreement. Provided Consultant is not then in breach, City shall pay Consultant for any portion of the Services satisfactorily completed prior to termination. If termination occurs prior to completion of any specific task for which a payment request has not been received, the charge for Services performed shall be the reasonable value of such Services, based on an amount agreed to by the parties. City shall not be liable for any costs other than the charges or portions thereof which are specified herein.
Consultant shall not be entitled to payment for unperformed Services, and shall not be entitled to damages or compensation resulting from such termination.
B. Consultant may terminate this Agreement only for cause and by serving written notice of termination to City, provided Consultant has first served City with a written notice of default and demand to cure, and City has failed to cure such default within 30 days of receipt of such notice.
16. Ownership of Work Product.
A. All draft and final reports, documents, and other written material, and any and all images, reports, writings, ideas, concepts, designs including website designs, source code, object code, electronic data and files, and/or other media whatsoever created or developed by Contractor in the performance of this Agreement (collectively, “Work Product”) shall be considered to be “works made for hire” for the benefit of City. All Work Product and any and all intellectual property rights arising from their creation, including all copyrights and other proprietary rights, shall be and remain the property of City without restriction or limitation upon their use, duplication or dissemination by City upon final payment being made, provided that any such use shall be at City’s sole risk. Contractor shall not obtain or attempt to obtain copyright protection as to any of the Work Product. Contractor agrees that the compensation set forth in Section 2 of this Agreement includes conveyance to City of ownership of all Work Product, including intellectual property rights, as provided in this Section 16. "Work Product" shall not include intellectual property, or any thing or idea protected by intellectual property rights, lawfully owned or possessed by [contractor] prior to the effective date of this Agreement.
B. Contractor hereby assigns to City all rights of ownership to the Work Product, including any and all related intellectual property and proprietary rights, that are not otherwise vested in City pursuant to subsection A above.
C. Contractor warrants and represents that it has secured all necessary licenses, consents or approvals necessary to the production of the Work Product, and that upon final payment or Contractor 's default, City shall have full legal title to the Work Product, and full legal authority and the right to use and reproduce the Work Product for any purpose. Contractor shall defend, indemnify and hold City, and the other Indemnitees harmless from any and all losses, claims or liabilities in any way related to a claim that City’s use of any of the Work Product violates federal, state or local laws, or any contractual provisions, or any rights or laws relating to trade names, licenses, franchises, copyrights, patents or other means of protecting intellectual 9 property rights and/or interests in products, ideas or inventions. Contractor shall bear all costs arising from the use of patented, copyrighted, trade secret or trademarked documents, materials, equipment, devices or processes in connection with its provision of the Work Product produced under this Agreement. In the event the use of any of the Work Product or other deliverables hereunder by City is held to constitute an infringement and the use of any of the same is enjoined, Contractor, at its expense, shall: (a) secure for City the right to continue using the Work Product and other deliverables by suspension of any injunction, or by procuring a license or licenses for City; or (b) modify the Work Product and other deliverables so that they become noninfringing while remaining in compliance with the requirements of this Agreement; or (c) provide the City with a full and complete refund of all sums paid under this Agreement. Contractor’s obligations under this Section shall survive the expiration or termination of this Agreement.
17. Data Security.
18. Party Representatives.
City hereby designates Jason Killebrew, or such person’s designee, as the City Representative for this Agreement.
Consultant hereby designates Ron Takiguchi, or such person’s designee, as Consultant’s Representative for this Agreement, unless and until written notice of a new representative acceptable to City is provided to City.
The foregoing representatives shall be authorized to provide consent where required herein, and to make other administrative decisions that will be binding on their respective party, except as otherwise specifically required herein.
19. Notices.
Any notices, invoices, or other documents related to this Agreement shall be deemed received on: (a) the day of delivery, if delivered by hand during the receiving party’s regular business hours or by e-mail before or during the receiving party’s regular business hours; (b) the business day after delivery, if delivered by e-mail after the receiving party’s regular business hours; or (c) on the second business day following deposit in the United States mail, certified mail with return receipt requested and postage prepaid, to the addresses listed below, or to such other addresses as the parties may, from time to time, designate in writing.
City Consultant
City of Brea JAS Pacific
1 Civic Center Circle 201 N Euclid Ave Suite A
Brea, CA 92821 Upland, CA 91786
United States USA
Chris Varela Ron Takiguchi
[email protected] [email protected]
(714) 9907765 (310) 8445885
20. Third Party Rights.
10 Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than City and Consultant.
21. Conflicts of Interest.
A. Consultant covenants that it presently has no interest, and shall not acquire any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the Services. Consultant certifies that no one who has or will have any financial interest under this Agreement is an officer or employee of City.
B. Consultant further covenants that, in the performance of this Agreement, no subcontractor or person having any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the Services shall be employed. Consultant has provided City with a list of all City-approved subcontractors and the key personnel for such subcontractors that are retained or to be retained by Consultant in connection with the performance of the Services, to assist City in affirming compliance with this Section.
C. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement.
Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. If required, Consultant further agrees to file, or shall cause its employees or subcontractors to file, a Statement of Economic Interest with the City Clerk as required under state law in the performance of the Services. For breach or violation of this warranty, City shall have the right to terminate this Agreement without liability. No director, official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
22. Severability.
The unenforceability, invalidity or illegality of any provision(s) of this Agreement shall not render the remaining provisions unenforceable, invalid or illegal.
23. Successors and Assigns.
This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of the parties.
24. Non-Waiver.
None of the provisions of this Agreement shall be considered waived by either party, unless such waiver is specified in writing, and any such waiver shall be limited to that set of circumstances and not to any future circumstances unless another written waiver is executed.
25. Time of Essence.
Time is of the essence in each and every provision of this Agreement.
26. City’s Right to Employ Other Consultant's.
11 City reserves its right to employ other Consultant's to provide the Services or similar services.
27. Exhibits.
The attached Exhibits A and B are are incorporated herein by reference. In the event of any conflict or inconsistency between the provisions of this Agreement and any Exhibit, the provisions of this Agreement shall govern.
28. Entire Agreement.
This Agreement represents the entire understanding of the parties as to the Services, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters. Each party acknowledges that no representations, inducements, promises or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This Agreement may not be modified or altered except in writing signed by both parties. This is an integrated agreement.
[SIGNATURES ON FOLLOWING PAGE]
12 TO EXECUTE THIS AGREEMENT, the Parties have caused their authorized representatives to sign below. Digital Signatures are acceptable if they conform to all requirements of California Government Code Section 16.5.
JAS Pacific
By:_____________________________
Rajesh Patel
President
[email protected]
Date Signed:_______________
By:_____________________________
Ron Takiguchi
[email protected]
Date Signed:________________
[Corporation: pursuant to California Corporations Code Section 313, both signature lines must be executed unless the signatory holds at least one of the offices designated on each line. Limited liability company: Pursuant to California Corporations Code Section 17703.01(d), both signature lines must be executed unless the articles of incorporation state that the firm is managed by only one manager.] City of Brea Attest (if over $50,000)
By:____________________________ By:____________________________ Kristin Griffith Lillian Harris-Neal
Interim City Manager
[email protected]
Date Signed:_______________ Date Signed:_________________ 13 January 16, 2025 January 16, 2025
SPECIAL PROVISIONS
No Special Provisions required for this Agreement.
14 EXHIBIT A
SCOPE OF SERVICES AND FEE SCHEDULE
(Consultant's proposal attached)
15 CITY OF BREA
Community Development Department
Proposal For As-Needed Building Inspection,
Plan Check and Permit Technician Services
JAS PACIFIC
201 N. Euclid Avenue, Suite A • Upland, CA 91786
800.818.3677 • jaspacific.com
SUBMITTED BY
DATE: OCTOBER 17, 2024
A. GENERAL
B. INTRODUCTION
City of Brea
Community Development Department
Proposal For
As-Needed Building Inspection,
Plan Check, and Permit Technician Services
RFP No. 2024.09.26.01
Submitted By:
Jason Addison Smith inc, dba JAS Pacific
201 North Euclid Avenue, Suite A
Upland, California 91786
800.818.3677 l jaspacific.com
Submittal Date: October 17, 2024
JAS PACIFIC | BUILDING YOUR SOLUTIONS | B-1 |
TABLE OF CONTENTS
COVER SHEET
SECTION A GENERAL
SECTION B INTRODUCTION
i. Title Page B-1
ii. Table of Contents B-2
iii. Letter of Transmittal B-4
SECTION C QUALIFICATIONS
i. Background C-1
• Executive Management C-2
ii. Experience C-10
• References C-16
iii. Qualifications
• Financial Responsibilty C-18
• Technical Ability C-19
• Innovations C-20
• Proposed Staff C-23
• Project Manager C-24
iv. Understanding Scope of Work C-25
SECTION D TECHNICAL
i. Approach D-1
• Plan Review D-3
• Plan Review Flow Chart D-4
• Plan Check Turnaround Times D-5
ii. Schedule D-6
SECTION E COST
i. Pricing E-1
JAS PACIFIC | BUILDING YOUR SOLUTIONS | B-2 |
SECTION F FORMS
a. Non-Collusion Affidavit F-1
b. References F-2
c. Subcontractors List F-3
d. Statement of Compliance F-4
e. Status of Past and Present Contracts F-5
f. Insurance Commitment F-6
g. Proposer Qualifications F-7
h. Firm Proposal F-8
i. Price F-9
JAS PACIFIC | BUILDING YOUR SOLUTIONS | B-3 |
October 17, 2024
Ms. Carrie Hernandez
Community Development Director
City of Brea
1 Civic Center Circle, Brea, CA 92821
Subject: Letter of Transmittal
Proposal for As-Needed Building Inspection, Plan Check, and Permit Technician Services Dear Ms. Hernandez,
On behalf of JAS Pacific, I am pleased to submit our proposal in response to the City of Brea’s Request for Proposal (RFP) for As-Needed Building Inspection, Plan Check, and Permit Technician Services. We have thoroughly reviewed the scope of work and understand the critical role we will play in ensuring the City’s safety, compliance, and efficiency in managing and facilitating building permits and inspections.
Our Understanding of the Work:
We recognize that the City of Brea requires expert services in plan review, construction inspection, and permit technician support to maintain compliance with all applicable building codes and regulations. Specifically:
• Plan Check Services: Ensuring compliance with the City’s building, green, access, energy, mechanical, electrical, plumbing codes, with an added focus on methane, seismic and fire safety. • Inspection Services: Performing timely inspections of construction projects to ensure adherence to approved plans and applicable standards.
• Permit Technician Services: Providing seamless and efficient customer service, including permit issuance, data entry, and assistance with the City’s Accela permitting software.
Commitment to Timely Performance:
JAS Pacific is committed to performing the required services within the timelines set forth by the City of Brea.
Our team is prepared to allocate the necessary resources to meet or better all project deadlines, ensuring timely and efficient plan checks, inspections, and permit processing.
Why We Are the Best Qualified Firm:
We believe that JAS Pacific is uniquely qualified to provide these services for several key reasons:
• Extensive Experience: JAS Pacific has over 30 years of a proven history of delivering professional building and safety services to municipalities throughout Southern California. Our executive management team has over one hundred years of experience as Building Officials working for the public sector allowing us to proactively identify and resolve permitting challenges. • Technical Expertise: Our plan checkers, inspectors, and permit technicians have in-depth knowledge of the latest codes and standards, including the California Building Standards Code and the City’s local Ordinances. We are familiar with the City’s specific requirements for methane protection, seismic structural strengthening, and enhanced fire safety. Our team has specialized expertise in the construction of large warehouses, mixed-use, affordable housing, and residential developments, such as those currently in the City of Brea Planning Review Process.
JAS PACIFIC | BUILDING YOUR SOLUTIONS | B-4 |
Rajesh Patel, P.E.
President
JAS Pacific
201 N. Euclid Ave. Suite A Upland, CA 91786
Office: 800.818.3677 • Mobile: 626.625.4233 • [email protected] • Customer-Centric Approach: We pride ourselves on excellent customer service, providing transparent communication and efficient service to both City staff and stakeholders. Our in-house and outsource staff focus on creating a coordinated and timely approval path to facilitate success.
Firm and Irrevocable Proposal:
We hereby state that this proposal is firm and irrevocable for a period of 120 days from the submission date as described in the City’s RFP.
We look forward to the opportunity to work with the City of Brea and contribute to the success of your development services. Should you require any additional information or clarification, please feel free to contact me at (626) 625-4233 or [email protected].
Thank you for your consideration.
Sincerely,
JAS PACIFIC | BUILDING YOUR SOLUTIONS | B-5 |
C. QUALIFICATIONS SECTION
BACKGROUND
• Jason Addison Smith, dba JAS Pacific
• Founded 1993, Incorporated California
• Jason Addison Smith, Owner and Signatory
• Raj Patel, President and Signatory
• 201 North Euclid Ave, Upland, California 91786 l www.jaspacific.com JAS Pacific has been a leading provider of comprehensive municipal building and safety solutions to local and regional building and fire departments across California for over 30 years. Our firm offers hands-on administrative and technical expertise and is well-versed in adapting to various building processes and software systems used by clients.
Our management team brings over 100 years of combined jurisdictional and consultant experience, supported by a staff of nearly 60 professionals from diverse disciplines. We provide a variety of solutions, including temporary and long-term onsite staffing strategies and remote plan review, tailored to meet the unique needs of each jurisdiction.
Our long-standing presence in California ensures efficient contract implementation and service delivery. We leverage our deep understanding of local governmental agencies and their challenges to offer stable, experienced, and technically proficient building and safety services, backed by proven methodologies and business practices.
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-1 |
EXECUTIVE MANAGEMENT TEAM
Each executive team member has specific government experience and expertise providing the most relevant and current service.
Through the Project Manager, the City of Brea has direct access to our management team that is able to provide technical, administrative, and specialized building and safety services.
In standard service to jurisdictions, support by the executive team is at no charge to the jurisdiction.
CITY OF BREA
Raj Patel | PE
President
Jeff Janes | CBO, CFM
Vice-President
Ron Takiguchi | PE, CBO
Senior Vice-President
Stuart Tom | PE, CBO
Chief Technical Officer
Bob Latz | CBO
Vice-President
Jack Leonard | PE, CBO
Director of Engineering
Bryan Spain | PE, CASp
Vice-President
COMMUNITY DEVELOPMENT DEPARTMENT
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-2 |
RAJ PATEL, PE – PRESIDENT
JAS Pacific
President
City of Beverly Hills, Building
Department
Building Official & Assistant Director of
Community Development
County of Los Angeles, Building and
Safety Division
Superintendent of Building
County of Los Angeles, Building and
Safety Division
Chief Plumbing & Mechanical Engineer &
Inspector
EDUCATION / PROFESSIONAL LICENSES
UC Los Angeles
BS, Mechanical Engineering
State of California
Licensed Mechanical Engineer
California Building Standards
Commission
Vice-Chair (Governor Appointment)
Chair, Code Adoption Subcommittee
California Building Officials
Past President (2015-2016)
Currently serving as Vice-President
Building Official of the Year Award
California Training Institute, Vice-Chair
Course Development Merit Award
California Fire Prevention Officers
(CalChiefs)
Building Official of the Year Award
International Code Council
International Code Official of the Year
Award
With over 35 years of public sector experience, Mr. Patel has thorough knowledge and expertise in all aspects of building services. As Building Official for the County of Los Angeles, he managed building and safety operations for the unincorporated city and seventeen incorporated contract cities. He also managed Public Works Services for the unincorporated city and thirty-eight cities. Mr. Patel also served as the Building Official for the City of Beverly Hills for five years.
Mr. Patel serves on local, state, and national committees and boards. He is currently Vice-Chair of the California Building Standards Commission and Vice-President of the California Building Officials. He has been recognized by the California Senate, ICC, IAPMO, IEEE, and CALBO, among others with many honors and awards, including most recently International Code Council’s 2023 International Code Official of the Year.
PROFESSIONAL EXPERIENCE
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-3 |
RON TAKIGUCHI, PE, CBO – SENIOR VICE PRESIDENT
JAS Pacific Senior Vice President
City of Pasadena Building Official
City of Burbank Building Official
City of Santa Monica Building Official
County of Los Angeles
Deputy Building Official
District Engineer, City of Carson &
Universal Studios
With over 35 years of City and Municipal experience, Mr. Takiguchi is very experienced in management of building department operations, and residential and commercial property development. He is a California Registered Professional Engineer, and a Certified Building Official. Having served as Chief Building Official for three major Southern California cities, and Deputy Building Official for the County of Los Angeles, Mr. Takiguchi is familiar with local issues on a large scale and at the community level. His management duties included plan review, building inspection, permit counter activities, code enforcement, budget and contracts. In his tenure, he has developed programs for green building and resilience, seismic retrofit, and building electrification. He is well-versed in technical applications of the California Building Standards Code, construction procedures, and engineering principles.
He is the current chair of the California Building Standards Commission, PlumbingElectrical-Mechanical-Energy Code Advisory Committee, and a long-standing member of the Green Building Code Advisory Committee. Mr. Takiguchi is an adjunct professor at the University of California Los Angeles Extension Program in the Civil and Environmental Engineering – Construction Management Program. He is a past president of California Building Officials, and the Los Angeles Basin Chapter of ICC.
PROFESSIONAL EXPERIENCE EDUCATION / PROFESSIONAL LICENSES CSU Los Angeles BS Electrical
Engineering
State of California Licensed Electrical
Engineer
California Building StandardsCommission
Code Advisory Committee - Plumbing/
Electrical/ Mechanical/Energy, Chair
California Building Officials
Past President (2016-2017)
Building Official of the Year Award
California Fire Chiefs Fire Prevention
Officers
Building Official of the Year Award
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-4 |
BOB LATZ, CBO – VICE PRESIDENT
JAS Pacific
Vice President
CSG Consultants
Regional Manager / Building Official
City of Sacramento
Building Official (contract service)
City of Stockton
Building Official (contract service)
EDUCATION / PROFESSIONAL LICENSES
Butte College
Building Technology
International Code Council
Mr. Latz is well known within the industry providing over 30 years of experience in the municipal field with proven jurisdictional experience in providing technical resources for staff augmentation, coordination of expedited plan review and special projects, and education and training.
Mr. Latz has experience serving in both the public and private sector. He provides governmental management support for building administration, building inspection, plan review, fire services, code enforcement, public works, and planning. He served as President of the Board of Directors for the California Building Officials Association and continues to serve as the Chair and a valued instructor for the CALBO Training Institute. Mr. Latz was recognized as the 2014 California Fire Chiefs Association Fire Prevention Officers Building Official of the Year and was inducted into the CALBO Hall of fame.
Certified Building Official
Certified Combination Inspector
(10) California Inspector Certifications
California Building Officials
Past President (2014-2015)
Chair, CALBO Training Institute
Instructor, CALBO Training Institute
CALBO Educator of the Year
CALBO Hall of Fame
California Fire Prevention Officers (Cal
Chiefs)
Building Official of the Year
Sacramento Valley Association of
Building Officials
Past President
Western Pacific League of Building
Officials
Past President
PROFESSIONAL EXPERIENCE
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-5 |
BRYAN SPAIN, PE, CASP – VICE PRESIDENT
JAS Pacific Vice President
CSG Consultants Regional Manager /
Senior Principal Engineer
Bureau Veritas Regional Manager /
Principal Plan Review Engineer
California Code Check Vice President /
Regional Manager
City of Solvang Building Official (contract
service)
City of Simi Valley Associate Plan Check
Engineer
Fred Schott & Associates Structural
Engineers Project Engineer
Cal Poly San Luis Obispo
BS Architectural Engineering
State of California
Licensed Civil Engineer
CA Division of the State Architect
Certified Access Specialist (CASp)
California Building Officials
Board of Directors (2017-2022)
Structural Code Committee
Emergency Preparedness Committee
Access Committee
International Code Council
Certified Building Plans Examiner
Past President Central Coast Chapter
County Building Officials Association of
California Past Board Member
Mr. Spain has more than 35 years of experience in a wide capacity as structural design engineer, Building Official for several municipalities, structural plan reviewer, and regional manager for private building & safety consulting firms. He is a registered Civil Engineer in the State of California and certified by the Division of the State Architect as a Certified Access Specialist (CASp). His experience and expertise in building codes and standards makes Mr. Spain a well-respected professional in code applications and solutions.
In his career, Mr. Spain has served as contract Building Official for the City of Solvang and as a regional manager to several jurisdictions. He is well-understanding of building code applications, plan check operations and the importance of serving the public and the community. Mr. Spain is well-adept in administering building department operations, permit systems and building code adoption. As a structural design engineer, Mr. Spain was involved in the seismic retrofit of the First Bank of Italy building in Lompoc, California. He also conducted the structural evaluation of the Old Powerhouse Building and remodel of the El Corral Bookstore on the campus of Cal-Poly San Luis Obispo.
PROFESSIONAL EXPERIENCE EDUCATION / PROFESSIONAL LICENSES JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-6 |
JEFF JANES, CBO, CFM – VICE PRESIDENT
JAS Pacific Vice President
CSG Consultants Regional Manager /
Building Official
Interwest Consulting Group Regional
Manager / Building Official
University of Merced Building Official /
Project Manager
City of Sonora Building Official
County of Fresno Building Official
County of Madera Building Official
San Francisco Institute of Architecture
Bachelor of Science, Architecture
Harvard University
Special Studies Design Program
California Building Officials
Past President (2018-2019)
Currently serving as President
County Building Officials Association of
California
Past President
Building Official of the Year
Mr. Janes is a highly experienced ICC Certified Building Official with extensive building department administration and management experience. He is experienced in supervision and coordination of the activities, operations of jurisdictional building and safety divisions, including the University of California, Merced expansion project.
In addition, Mr. Janes has served as a Regional Manager for the the Central Valley to the Central Coast. Specific skills include budget strategy, preparation and oversight, and implementation of best practices across multiple departments. Mr. Janes is knowledgeable in enforcing compliance and minimum standards to safeguard life, limb, health, property and public welfare.
Mr. Janes has also successfully guided department staff with inspection and plan review for all phases of complex construction projects. He is experienced utilizing building department permit tracking software and managing all common building department responsibilities, including plan review, multi-discipline inspections, plan review and inspection scheduling, field supervision, regulatory compliance, code interpretation, and project acceptance. Mr. Janes also makes a difference to our clients and those he works with through his skills in complaint resolution, problem solving, damage assessment and team building.
PROFESSIONAL EXPERIENCE EDUCATION / PROFESSIONAL LICENSES JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-7 |
STUART TOM, PE, CBO – CHIEF TECHNICAL OFFICER
JAS Pacific Chief Technical Officer
City of Glendale, Fire Marshal, Building
Official
City of Los Angeles Structural Engineering
Specialist, Bureau Training Officer
EDUCATION / PROFESSIONAL LICENSES
Cal Poly SLO MS, Civil Engineering
UC Berkeley BS, Chemical Engineering
State of California
Licensed Civil Engineer
State of Washington
Licensed Civil Engineer
International Code Council
2023-24 ICC President
California Building Officials
Fire Advisory Committee
Seismic Safety Committee
Building Official of the Year
President’s Award
California State Fire Marshal
Core Advisory Committee
Height & Area Code Amendment
Committee WUI Committee
With over 30 years of public sector experience, Mr. Tom has thorough knowledge and expertise in various aspects of building and safety services along with fire services. As the State of California and Washington Licensed Civil Engineer, an ICC certified building official, and plans examiner, he has held positions including Chief Building Official, Fire Marshal, Engineering Bureau Training Officer, Staff Engineer, and Structural Engineer Specialist. As the building official, Mr. Tom was responsible for the oversight of engineering, inspection, and administrative activities for the third-largest city within Los Angeles City. He directed all activities within the Permit Services Center including the review of development plans to ensure compliance with zoning, building, fire, traffic, and grading standards. As a Fire Marshal, Mr. Tom was responsible for oversight of fire and life safety standards necessary to protect the general population along with the management of the Fire Engineering Division, which performs fire plan checks and inspections for all new construction throughout the City. The department also administered programs related to hazardous and industrial waste management critical to protecting the environment.
As a recognized expert in various fields of structural design and life-safety systems, including his expertise in fire protection where he was the major contributor to Chapter 7A in the California Building Code. Mr. Tom serves as the current President of the International Code Council. Mr. Tom is the recipient of several other awards, including the CALBO President’s Award in 2010, and he was inducted as a Fellow into the Institute for the Advancement of Engineering.
PROFESSIONAL EXPERIENCE
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-8 |
JACK LEONARD, PE, CBO – DIRECTOR OF ENGINEERING
JAS Pacific Director of Engineering
County of San Bernardino Building
Official
City of Santa Monica Building Director
JT Leonard Engineering
Structural Engineering Consultant
City of Bakersfield Building Director/Plan
Review Engineer
Minner & Davis Structural Engineering
Design Engineer
CSU Fresno BS, Civil Engineering
State of California
Licensed Civil Engineer
State of Arizona
Licensed Professional Civil Engineer
With over 30 years of experience, Mr. Leonard has a strong combination of both private and public sector expertise in building services. As a California licensed civil engineer and ICC certified building official, he has held positions such as Assistant Engineer, Design Engineer, Plan Review Engineer, Building Director, and Building Official. Mr. Leonard served as the Building Director for the City of Bakersfield from which he retired after over 16 years of service. Mr. Leonard’s lengthy experience includes expertise in building structural, building life safety, mechanical, plumbing, and electrical reviews. He was responsible for the development and implementation of department policy; managed, organized, and oversaw the acquisition of personnel; directed the development and implementation of annual budget.
Mr. Leonard also chaired and participated as a member of the Board of Zoning Adjustment; acted as the Public Hearing Officer for Code Enforcement Hearings and Animal Control Appeals Board; represented the Building Division at City Council meetings, Planning Commission meetings, Board of Building Appeals hearings, Accessible Appeals Board hearings, and at civil and criminal court proceedings.
Another key area of responsibility was the interpretation and enforcement of California Building codes, laws, ordinances and regulations and the calculation and development of fee structures for building divisions. Having managed several types of building departments at different levels in the public sector, Mr. Leonard has acquired the ability of quickly and efficiently assessing service levels and needs.
While with JAS Pacific, Mr. Leonard has served as the Building Official for the City of Hermosa Beach and as the Building and Safety Director for the City of Santa Monica.
PROFESSIONAL EXPERIENCE EDUCATION / PROFESSIONAL LICENSES JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-9 |
JURISDICTIONAL EXPERIENCE
Below is a partial list of our clientele demonstrating our experience - including both long-term and new clients - for which we perform work as proposed for the City of Brea. We have a long-standing reputation for excellent customer service and accuracy in the completion of services with the entities we serve. The clients listed below highlight those with similar geography and project complexity that require an elevated level of expertise.
01 CITY OF MANHATTAN BEACH, CALIFORNIA
COMMUNITY DEVELOPMENT DEPARTMENT
BUILDING & SAFETY
1400 Highland Avenue | Manhattan Beach, CA 90266 | (310) 802-5525
CONSULTANT SERVICES
Plan Check, Building Inspection, Permit
Issuance
CONTRACT PERIOD
2022 to Present
JAS Pacific currently provides Plan Check Services
for the Building, Public Works and Fire Department.
Our team has reviewed numerous new single-family
residences within the California Coastal Zone which include the demolition of existing homes for the construction of multi-story homes with basements and subterranean garages. During these reviews, we have paid special attention to the unique code requirements due to the proximity to the ocean and hillside construction.
PROJECT VERANDAS
The demolition of existing structures and the
construction of a new, 96,217 square-foot, fourstory multifamily residential structure, 37 to 50-feet in height, containing 79 rental dwelling
units, six of which will be set aside for very low
income households, with an attached 127-car,
subterranean garage.
MIXED-USE DEVELOPMENT
The new construction on a 1.5 acre lot of an
L-shaped four-story structure containing 162
hotel rooms with parking for 152 vehicles. Plans
also call for the construction of a separate twostory building featuring 9,455 square feet of office space and 6,893 square feet of groundfloor retail.
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-10 |
CONSULTANT SERVICES
Building Official, Plan Review, Inspection,
Permit Issuance
CONTRACT PERIOD
2013 to Present
JAS Pacific has provided a full spectrum of building
consulting services including Plan Check, Interim
Building Official, Building Inspection, Permit
Issuance, and Code Enforcement Services. Project examples include the Yorba Linda Town Center, which features a 159,267-square-foot, four-story parking structure along with multiple mixed-use buildings. Another notable project is a 12,123-square-foot multi-purpose commercial facility, which houses a sanctuary/gymnasium, commercial kitchen, and office spaces.
CITY OF YORBA LINDA, CALIFORNIA
COMMUNITY DEVELOPMENT DEPARTMENT
BUILDING & SAFETY DIVISION 02
4845 Casa Loma Avenue | Yorba Linda, CA 92886 | (714) 961-7120
CONSULTANT SERVICES
Plan Check, Building Inspection, Permit
Issuance
CONTRACT PERIOD
2014 to Present
JAS Pacific has intermittently provided various
services to the City’s Community Development
Department over the years. These services, Plan
Check, Inspections, Permit Issuance, and Code Enforcement Services have been provided on an on-call basis at various points in time when the City needed staff augmentation to ensure the standard of customer service expected by the community.
CITY OF ANAHIEM, CALIFORNIA
COMMUNITY DEVELOPMENT DEPARTMENT
BUILDING & SAFETY DIVISION 03
200 S Anahiem Blvd | Anahiem, CA l (714) 765-5153
| EXPERIENCE - JURISDICTIONS SERVED |
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-11 |
04 COUNTY OF LOS ANGELES, CALIFORNIA
PUBLIC WORKS DEPARTMENT
BUILDING & SAFETY
900 S. Fremont Ave | Alhambra, CA 91803 | (626) 458-3164
CONSULTANT SERVICES
Plan Check, Building Inspection, Permit
Issuance, and Code Enforcement
CONTRACT PERIOD
1999 to Present
JAS Pacific currently provides Plan Review, Permit
Processing, Professional Development, Field
Inspection, and Code Enforcement services to the
Building Division. We have assisted the City with plan checks and inspections on various high-profile projects.
We have assisted the city with Code Adoption, Department Manual Development, and staff augmentation.
PIER 44 MARKET PLACE
Renovation of 80,000 square feet., sea wall and
restaurant, dry dock storage, boater’s lounge,
boat repair shop, sales offices, community
room and promenade.
VETERANS COLLECTIVE
The renovation of historic and existing buildings,
and new construction including, but not limited
to, a new 3 & 4 story structure totaling 112
units. The project includes theater and picnic
areas, a community room, office space and a
fitness center.
WEST CARSON VILLAS
The new construction of a 4-story affordable
housing complex consisting of 111 one, two,
and three bedroom units. Onsite amenities
include a common room, conference centers,
a yoga room, a playground, and ground-floor
parking for 83 vehicles.
| EXPERIENCE - JURISDICTIONS SERVED |
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-12 |
CONSULTANT SERVICES
Plan Check, Building Inspection, Clerical
CONTRACT PERIOD
2010 to Present
JAS Pacific currently provides Plan Check and
Building Official services to the City. Our plan check
services are provided to the Building, Fire and Public
Works departments for various projects including
multi-story medical and apartment projects, tenant improvements, new single-family residences, and accessory dwelling units.
CITY OF PASADENA, CALIFORNIA
COMMUNITY DEVELOPMENT DEPARTMENT
DEVELOPMENT SERVICES DIVISION 05
100 North Garfield Ave | Pasadena, CA 91101 | (626) 744-7311
CONSULTANT SERVICES
Plan Check, Building Inspection, Permit
Issuance
CONTRACT PERIOD
2017 to Present
JAS Pacific currently provides Plan Check for
building, plumbing, mechanical, electrical, public
works, and fire components of residential and
commercial projects. Additionally, we have intermittently provided Inspection, Code Enforcement, and Permit Issuance services. Projects we have worked with the City on include multiple tenant improvements up and down Rodeo Drive, mega-mansions over 15,000 square feet (with subterranean parking, basements, and boiler rooms, and Cheval Blanc (250,000 square foot facility with a luxury hotel, multiple restaurants, private club member amenities, and lower-level retail along Rodeo Drive.)
CITY OF BEVERLY HILLS, CALIFORNIA
COMMUNITY DEVELOPMENT DEPARTMENT
BUILDING & SAFETY DIVISION 06
455 North Rexford Drive | Beverly Hills, CA 90210 | (310) 285-1154 | EXPERIENCE - JURISDICTIONS SERVED |
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-13 |
CONSULTANT SERVICES
Plan Check, Building Inspection, Building
Official
CONTRACT PERIOD
2009 to Present
JAS Pacific is currently contracted to provide the
City with Plan Check, Building Inspection, Code
Enforcement and Interim Building Official services
within their Community Development Department, Building and Safety and Fire Prevention Divisions. JAS Pacific has been responsible for the structural, plumbing, mechanical and electrical reviews of various high profile, complex projects including mixed-use, residential and commercial structures.
CITY OF CULVER CITY, CALIFORNIA
COMMUNITY DEVELOPMENT DEPARTMENT
DEVELOPMENT SERVICES DIVISION 07
9770 Culver Blvd | Culver City, CA 90232 | (310) 253-5818
CONSULTANT SERVICES
Plan Check, Building Inspection, Permit
Issuance
CONTRACT PERIOD
2017 to Present
JAS Pacific is contracted to provide Plan Check,
Building Inspection, and Permit Issuance services to
the Building & Safety Division. We have reviewed a
broad range of projects for the city including high profile projects such as 8 story buildings to tenant improvements, studio renovations, and accessory dwelling units.
CITY OF BURBANK, CALIFORNIA
COMMUNITY DEVELOPMENT DEPARTMENT
BUILDING & SAFETY DIVISION 08
150 North 3rd Street | Burbank, CA 91502 | (818) 238-5220 | EXPERIENCE - JURISDICTIONS SERVED |
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-14 |
| EXPERIENCE - JURISDICTIONS SERVED |
CONSULTANT SERVICES
Plan Review
CONTRACT PERIOD
2022 to Present
JAS Pacific provides Plan Review to the Building
& Safety Division. We have performed reviews of
single-family residences, mixed-use and multifamily projects, restaurants, retail, warehouses, and industrial projects. Projects reviewed include single-family residences over 4000 square feet and with multiple accessory structures throughout the properties (agriculture worker facilities, cabanas, guest houses).
CITY OF DOWNEY, CALIFORNIA
COMMUNITY DEVELOPMENT DEPARTMENT
BUILDING & SAFETY DIVISION 09
11111 Brookshire Avenue | Downey, CA 90241 | (562) 904-7142
CONSULTANT SERVICES
Plan Check, Building Inspection, Permit
Issuance, Code Enforcement
CONTRACT PERIOD
2010 to Present
JAS Pacific currently provides Plan Check and
Inspection Services to the City’s Building and Safety
Department including ensuring compliance with
all applicable building laws and providing expedited plan review services as needed. JAS Pacific has been contacted on numerous occasions to provide expert advice on various projects including the $520,000,000 Civic Center Update.
CITY OF LONG BEACH, CALIFORNIA
COMMUNITY DEVELOPMENT DEPARTMENT
BUILDING & SAFETY DIVISION 10
330 West Ocean Blvd | Long Beach, CA 90802 | (562) 570-6921 JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-15 |
REFERENCES
CLIENT CONTACT SERVICES
PROVIDED
PHONE NUMBER
& MAILING
ADDRESS
CITY OF
MANHATTAN
BEACH
2022 to Present
Ryan Heise, PE
Building Official
[email protected]
Plan Review (310) 802-5544
1400 Highland Ave
Manhattan Beach,
CA
90266
CITY OF LONG
BEACH
2010 to Present
Truong Huynh, PE, CBO
Deputy Director
[email protected]
Plan Review
Inspection
(562) 570-6593
333 West Ocean
Blvd.
Long Beach, CA
90802
COUNTY OF
SANTA BARBARA
1999 to Present
Craig Johnson
Building Official
[email protected]
Plan Review
Inspection
Permit Issuance
(805) 568-3120
123 East Anapamu
St.
Santa Barbara, CA
93101
CITY OF
PASADENA
2010 to Present
Jesse DeAnda
Building Official
[email protected]
Plan Review
Inspection
Code Adoption
Permit Issuance
(323) 240-2758
175 N. Garfield
Ave.
Pasadena, CA
91101
CITY OF YORBA
LINDA
2013 to Present
Jim Sowers
Building Official
[email protected]
Plan Review
Inspection
Code Adoption
Permit Issuance
(714) 961-7120
4845 Casa Loma Ave
Yorba Linda, CA 92886
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-16 |
CLIENT CONTACT SERVICES
PROVIDED
PHONE NUMBER
& MAILING
ADDRESS
CITY OF SANTA
MONICA
2002 to Present
Orville Sabado, PE
Supervising Plan Check Eng.
[email protected]
Plan Review
Building Official
Inspection
Code Enforcement
Permit Issuance
(310) 458-6185
1685 Main Street
Santa Monica, CA
90401
COUNTY OF LOS
ANGELES
1999 to Present
Juan Madrigal, SE
Superintendent of Building
[email protected]
Plan Review
Inspection
Code Adoption
Permit Issuance
(626) 458-6387
900 S. Fremont
Ave.
Alhambra, CA
91803-1331
CITY OF CULVER
CITY
2009 to Present
Tim Koutsouros, PE, CBO
Building Official
[email protected]
Plan Review
Inspection
Building Official
(310) 253-5818
9770 Culver Blvd.
Culver City, CA
90232
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-17 |
FINANCIAL RESPONSIBILITY
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-18 |
JAS Pacific delivers all services in an adaptive, tailored, and responsive approach as clients’ needs shape our service programs. Services are provided by trained, qualified, and experienced personnel from various disciplines including Registered Professional Engineers and Certified Plans Examiners. With a diverse team of inhouse professionals, we provide a full breadth of experience in all levels of local government, our team possesses extensive accreditation and affiliation with numerous jurisdictions and industry-related organizations.
OUR MISSION is to ensure that the City of Brea
will maintain its building standards throughout the
community ensuring compliance and minimizing
liability and risk factors. JAS Pacific will provide
these services in a responsive, cost-effective
manner, exceptional customer service to the City,
its residents, businesses, and developers.
ORGANIZATIONAL STRUCTURE is strategically
balanced with a diverse and select team. Our robust
team of experts is led by licensed engineers who
are held in the highest regard in the building and
safety industry and their leadership is reflected in
our team members.
• Building Plan Review
• Fire Plan Review
• Inspection
• Permit Processing
• Code Adoption
• Building Official
• Accessibility-CASp
AFFILIATIONS
International Code Council
California Building Officials
International Association of
Plumbing & Mechanical Officials
International Association of
Electrical Inspectors
National Fire Protection Association
Structural Engineers Association of California
California Association of Code
Enforcement Officers
County Building Officials
Association of California
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-19 |
JAS PACIFIC DEMONSTRATED TECHNICAL ABILITY
INNOVATIONS IN PLAN REVIEW AND INSPECTION SERVICES
In addition to our highly technical quality plan review services, JAS Pacific would like to share our suggestions for technical and procedural innovations which have been successful in engagement and implementation in other jurisdictions.
SEISMIC RETROFIT
JAS Pacific staff have implemented and conducted seismic retrofit programs for jurisdictions in California. JAS Pacific President Mr. Raj Patel, during this tenure as Building Official for the City of Beverly Hills, initiated a SoftStory Seismic Retrofit Program for the city’s vulnerable soft-story apartment buildings. His development of the program included technical research, initiation of several community meetings, and close correspondence with the City Manager and City Council before successful passage of the ordinance, and a high completion rate of Soft-Story buildings in Beverly Hills.
JAS Pacific Senior Vice-President Mr. Ron Takiguchi initiated and implemented a comprehensive seismic retrofit program while he was Building Official for the City of Santa Monica. This included a mandatory seismic retrofit for all vulnerable building types including Soft-Story Buildings, Non-Ductile Concrete Buildings, and the Nation’s First Mandatory Seismic Retrofit of Steel-Moment Frame Buildings. Related to this experience, Mr. Takiguchi authored a paper entitled “City of Santa Monica: Successful Implementation of Smaller Community Resilience” that was published and presented at the Earthquake Engineering Research Institute’s 2018 - 11th U.S. National Conference on Earthquake Engineering Conference. JAS Pacific can work with staff at Brea to advise, develop and initiate such programs.
REACH CODES / ZERO NET ENERGY
BUILDING ELECTRIFICATION
Prior to the ruling of the United States Supreme Court to restrict banning of natural gas in buildings, Ron Takiguchi, during his tenure as Building Official for the City of Pasadena developed a mandatory Building Electrification Program for new commercial and multi-family buildings. Pasadena’s Building Electrification Program provided several exceptions to the mandate while seeking health and environmental benefits of reduced fossil fuels in buildings. JAS Pacific can develop similar programs for greater health in building occupancy, and greater benefit to the environment.
ACCCESSIBILITY ASSESSMENT
JAS Pacific can provide California Access Specialists (CASp) certified inspections and plan reviews with staff knowledgeable about the requirements of Accessibility requirements of the California Building Code for both commercial and residential facilities. Our staff can perform these duties and are available to City staff for further clarification on various issues that arise with implementation..
During his tenure as Building Official for the City of Santa Monica, Mr. Ron Takiguchi – while working with the Planning Department and Office of Sustainability and the Environment of Santa Monica developed a mandatory Zero Net Energy (ZNE) Code for new single-family dwellings – the third such ordinance to be implemented in the State of California. The basis for ZNE achievement was mandatory installation of a solar photovoltaic system and other measures – years prior to the California Energy Commission’s requirement of solar augmentation. JAS Pacific can work with Brea’s Department of Planning and Development for similarly related programs JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-20 |
GREEN BUILDING - SUSTAINABLE PRACTICES
ADAPTIVE REUSE - BUILDING RE-OCCUPANCY
TRAINING AND CERTIFICATION
BUILDING CODE ADOPTION
At the request of the City, JAS Pacific can perform research on the City’s Municipal Code and provide draft documents for review by the City Attorney and other responsible departments for the adoption of the codes, along with any desired City amendments to these codes. Once these documents are approved, JAS Pacific can help schedule the required hearings before the City Council, testify before the City Council, and answer questions regarding proposed amendments. Each of JAS Pacific’s Executive Team members have extensive experience in the area of code adoption and can assist the City in future local adoptions.
The process of State Building Code adoption provides an advanced look at developing and proposing codes and standards. Included in this process are the Workgroups of various State Agencies and the Code Advisory Committees of the California Building Standards Commission. Ron Takiguchi, member of the Green Building Code Advisory Committee – since the inception of the CALGreen Code – has an advanced look of proposed standards that are publicly discussed and approved for the next building code cycle. Being at the development forefront, Ron Takiguchi and JAS Pacific can advise the City of Brea on measures in anticipation of development and building standards, and can advise on City amendments to the CALGreen Code – and California Energy Code.
JAS Pacific’s team of code experts, and team members that participate in code development at the national and state levels can advise the City of Brea on policies to allow Adaptive ReUse and Re-Occupancy of Buildings while maintaining safety and compliant occupancy. As housing needs become more critical, the need for application and understanding of code allowances become key factors in allowing commercial buildings in being converted to housing dwelling units. Mr. Bob Latz was involved in several Adaptive reuse projects during his tenure as contract Building Official for the City of Sacramento.
JAS Pacific is committed to the continuous education of all staff through both in-house and external training.
Mr. Raj Patel, Mr. Stuart Tom, and Mr. Ron Takiguchi are experienced instructors and have provided training to various clients on the building and other codes and regulations. Mr. Patel’s area of instruction includes building administration, budget & finance, plumbing, mechanical, green building, energy, and residential firesprinkler systems topics. Mr. Tom’s area of instruction includes the California Building, Residential and Fire Codes, emergency response, fire codes, and other related topics. Mr. Ron Takiguchi is an experienced trainer and lecturer on the California Electrical Code. He is an adjunct faculty member at UCLA’s Extension Program where he instructs a course in Construction Management. These JAS Pacific Team Members are available for training at the City’s request.
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PRE-SUBMITTAL MEETINGS
JAS Pacific can avail ourselves to Pre-Submittal Meetings with developers, design professionals and City staff prior to plan review. In such meetings, we can answer questions on building and fire code requirements and discuss project feasibility. Our Executive Management Team members have all initiated and participated in such Pre-Submittal Meetings leading to more streamlined reviews and better compliance with building and fire codes, as well as meeting development and entitlement conditions. We can conduct such meetings with City staff – starting with Planning & Zoning, or in an all-Departmental approach, prior and during meetings with the developer.
ORDINANCE DEVELOPMENT
Similar to JAS Pacific’s Executive Team’s development of Building Electrification, Seismic Retrofit, and other City special programs – JAS Pacific can develop building and fire code related ordinances for the City of Brea. Our ordinance development would include discussion with City staff, the Department Director, research, drafting of an ordinance, meeting with City Attorney staff, drafting of the City Council Staff Report, and presentation of the ordinance to community groups, Commissions and the City Council.
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PROPOSED STAFF
RON TAKIGUCHI PE, CBO
Project Manager
*BUILDING
Scott Martini l PE
Paul Christman | MCP, CBO
Steve Ewing | PE
Arsanious Hanna | PE
Joshua Hussey | PE
Randy Kina | PE
Mike Lapraik | SE FPE CASp
Marcell McElroy
Jeff Nespor | PE CASp, CBO
Ernesto Pedroza | EIT
*FIRE
James Carver
Mike LaPraik | FPE
Foster McLean
Mike Visnagra | FPE
*GRADING
Chris Chew l PE
Joshua Hussey | PE
Amy Milanes | PE
*BUILDING INSPECTIONS
Josh Elliot l Sr Building Inspector
Rodney Parham l Sr Building Inspector
Mike Butterfield l Building Inspector
*PERMIT TECHNICIANS
Linda Guzman l Sr Permit Technician
Lara Alhaddad l Sr Permit Technician
Melanie Kent l Virtual Permit Technician
Frank Rojas
Peter Tung | PE
Mike Midstokke | CASp, CBO
BRYAN SPAIN PE, CASP
Plan Check Manager
*SPECIALITY
Elie Maalouf | PE
Granaz Movahed | PE
Henry Pio | PE
| RESUMES AVAILABLE UPON REQUEST |
| * OVER 10 YEARS EXPERIENCE | JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-23 |
PROJECT MANAGER
JAS Pacific is ready to provide highly skilled staff for Building Division Services to the City of Brea, equipped to handle both current and future increased workloads.
Our team offers an immediate, timely, and reliable workforce capable of serving the diverse communities throughout the City. With a unique blend of code expertise and exceptional customer service skills, JAS Pacific’s team consistently exceeds service expectations throughout the duration of the contract. Each team member’s registration or certification is precisely aligned with their primary job function, ensuring the City receives the best possible fit for its needs.
JAS PACIFIC PROPOSES TO ASSIGN RON TAKIGUCHI AS THE
PROJECT MANAGER AND PRIMARY CONTACT TO THE CITY OF
BREA.
Mr. Takiguchi, Senior Vice-President of JAS Pacific, brings extensive experience in Building Division Services. Most recently, he served as Regional Manager for contractual jurisdictions in the southern California region. This includes his extensive years of service as Chief Building Official for the cities of Santa Monica, Burbank, and Pasadena. He is an expert in building codes and standards including engineering applications. Mr. Takiguchi is a Registered Electrical Engineer in California. He currently serves as the chair of the California Building Standards Commission’s Plumbing, Electrical, Mechanical, and Energy Code Advisory Committee and is a longstanding member of the Green Building Code Advisory Committee. Mr. Takiguchi is an adjunct professor at the University of California Los Angeles Extension Program in the Civil and Environmental Engineering – Construction Management Program.
Mr. Takiguchi’s contact information is:
Ron Takiguchi, PE, CBO
Sr. Vice-President
201 N. Euclid Ave. Suite A
Upland, CA 91786
Office: 800.818.3677
Cell: 310.844.5885
[email protected]
JAS PACIFIC | BUILDING YOUR SOLUTIONS | C-24 |
UNDERSTANDING SCOPE OF WORK
ADDITIONAL AREAS OF EXPERTISE REQUIRED TO MEET SPECIALIZED LOCAL CONDITIONS IN THE CITY OF BREA:
• SEISMIC HAZARDS JAS Pacific has extensive experience in reviewing and inspecting construction for enhanced seismic safety. Our staff is well-versed in the seismic safety code provisions developed by the Structural Engineers Association of Southern California, which have been adopted by the City of Brea. • METHANE HAZARDS JAS Pacific is knowledgeable in methane mitigation measures, including those outlined in the City’s Combustible Soil Gas Guidelines. Our staff reviews and inspects methane mitigation efforts in various communities with oil field development, including Yorba Linda, Los Angeles County, and Long Beach. • HIGH HAZARD FIRE ZONE JAS Pacific staff fully understands the State’s Fuel Modification requirements and the additional scope of fire sprinkler ordinances adopted by the City of Brea. • PERMITTING SYSTEMS JAS Pacific’s Permit Technicians are familiar with multiple permitting systems, including Accela. This expertise allows them to efficiently read, interpret, and input permit data as needed.
EXPERIENCE WITH PROJECTS PROPOSED FOR DEVELOPMENT IN THE CITY OF BREA:
• WAREHOUSE FACILITES JAS Pacific has completed numerous reviews of large, automated warehouse facilities throughout the State. Our staff is able to assist the design team with complexities such as the new green building requirements for carbon reduction and Electric Vehicle charging for loading and parking areas. • RESIDENTIAL HOUSING JAS has experience in fast-tracking of production housing, affordable housing developments, and adaptive reuse in the County of Los Angeles, County of Santa Barbara, and Culver City. We have extensive experience in reviewing midrise apartment/townhome projects in cities such as Pasadena, Burbank, and Manhattan Beach.
• MIXED USE PROJECTS JAS has reviewed a variety of mixed-use projects including mall expansions, new entertainment complexes, and redevelopment involving professional offices, restaurants, retail, and medical.
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JAS Pacific prides itself on the delivery of excellent Building and Safety Division Services. Our customer service strategy begins with having our Executive Team, Project Manager, and assigned staff conveniently available to City staff and customers. We are available to meet with design professionals prior to application submittal to address code compliance challenges, requests for alternate means and methods, and facilitate coordination between internal and external Public Agencies.Our experience as public sector building officials and knowledge of building department administration and the intent of the building codes, allow us to be proactive in identifying and resolving issues related to code compliance and constructability. Our goal is to deliver quality service and meet the timeliness goals of the city.
D. TECHNICAL SECTION
APPROACH
Acting on behalf of the City of Brea, JAS Pacific will provide superior levels of customer service, consistent code application, and develop seamless working relationships with City staff. Partnering with JAS Pacific will provide the City with a cost-effective alternative to a fully internally staffed department and allow the City to focus on other critical municipal matters. JAS Pacific will perform applicable functions as an extension of City staff and will follow all City procedures and directives. JAS Pacific understands the importance of excellent customer service not only to the City but to the clients we serve. JAS Pacific will support the City in attaining its goal of providing timely, efficient, and effective services.
PERSONNEL
Superior Level of Service
EXPERTISE
Consistent Code
Application
STAFFING
RESOURCES
Flexibility to Meet Various
Levels of Demand
CONTRACT COSTS
Expenses are Consistent
with Revenues
ASSIGNED PERSONNEL WILL
PROVIDE BUILDING DIVISION
SUPPORT SERVICES ENSURING
COMPLIANCE WITH THE CITY’S
MOST RECENT ADOPTED
BUILDING STANDARDS,
ENERGY EFFICIENCY
STANDARDS, ACCESSIBILITY
AND LOCAL ORDINANCES,
INCLUDING:
California Building Code
California Residential Code
California Electrical Code
California Mechanical Code
California Plumbing Code
California Energy Code
California Fire Code
California Existing Building Code
California Historical Building Code
California Green Building Standards Code
City of Brea Municipal Code
JAS PACIFIC | BUILDING YOUR SOLUTIONS | D-1 |
•
AVAILABILITY TO THE PUBLIC | MEETINGS
JAS Pacific can be available to City staff and applicants to ensure an efficient plan review process is achieved and to maintain communication. Meetings – At the request of the City, JAS Pacific can be present for necessary meetings, including but not limited to, project pre-submittal, during the plan review process, and after permit issuance. These meetings may take place at City facilities, via teleconference (Zoom or Teams) or phone calls/ emails.
REPORTING
JAS Pacific will provide detailed reports at the frequency desired by the City. The software systems we utilize allow for custom reports to be prepared with as much or as little detail, including but not limited to, projects reviewed within a defined timeframe along with the status, assigned plan review engineer, contact information, date received, and date returned. These reports can be prepared in an Excel or PDF format and provided as frequently as needed.
COMMUNICATION
JAS Pacific believes that effective communication at all levels is a key component of our partnership with the City. Our staff is trained to understand the importance of establishing and maintaining professional working relationships with the City.
Staff can attend meetings and respond to inquiries by the City, applicants, or other stakeholders typically within 24 hours. Our general approach to ensuring this includes:
• PROJECT MANAGER The Project Manager oversees Plan Review & related services provided to the City, maintaining close liaison with City staff and our assigned team. This ensures overall satisfaction and a clear understanding of outstanding assignments. The Project Manager also manages the assignment of all projects to ensure a balanced and manageable workload.
• ASSIGNED STAFF All assigned staff possess the interpersonal skills needed for successful and productive working relationships. They maintain open and ongoing communication with City staff, applicants, officials, and other stakeholders collaborating to ensure customer satisfaction. Staff report to the Project Manager regularly to ensure all expectations and deadlines are met.
• MANAGEMENT Our management team is available to provide the City with all the necessary support to meet staffing, reporting, and accounting needs.
JAS PACIFIC | BUILDING YOUR SOLUTIONS | D-2 |
PLAN REVIEW
JAS Pacific shall provide the City with plan review services by utilizing Registered Engineers and certified Plans Examiners as needed. All assigned personnel shall meet all required qualifications, education, and certification/licensing as applicable for the field they will be working in. Additionally, all assigned personnel possess the requisite skills and experience required to perform multi-disciplinary plan checks as detailed below.
PROJECT FILE CREATED
A project file is created in our cloud-based Workflow system with all of the appropriate project information including address, permit number, date the project was received, completion due date, and the assigned team members.
PROJECT ASSIGNMENT
Once a project is received, it is evaluated to determine complexity based on type (residential/ commercial/industrial), square footage, number of stories, type of construction, etc. Then, the project is assigned to a plan check engineer and the review begins. The project will remain with the assigned plan check team for the duration of the project.
COMPREHENSIVE REVIEW (CORRECTIONS & APPROVALS)
A review is conducted by our qualified plan check team, a correction list is prepared to identify the items that need correction and this list is provided to the City in a digital format.
If/when a third review is necessary, JAS Pacific plan review team members will reach out to the applicant to clarify any potential outstanding corrections. To ensure new plan check corrections are not generated on supplemental reviews, the project will be reviewed by the team member originally assigned to the project.
In the event supplemental comments are necessary JAS Pacific will notify the City and the applicant immediately.
DIGITAL APPROVAL OF PLANS
Once plans are found to be acceptable and upon direction by the City of Brea, JAS Pacific can stamp “APPROVED” upon each sheet of the digital plan files and the cover sheets of related documents for use and permit issuance by the city.
JAS PACIFIC | BUILDING YOUR SOLUTIONS | D-3 |
PLAN REVIEW FLOWCHART
PLAN REVIEW REQUEST RECEIVED
PROJECT FILE CREATED
File created in JAS Workflow.
PROJECT ASSIGNMENT
Plan assigned to team member
COMPREHENSIVE PLAN REVIEW
A full review is performed according
to scope of work.
CORRECTIONS?
YES
CORRECTION LIST
Comprehensive correction is list prepared and
issued via hard copy and electronically.
PLAN
RESUBMITTAL
Corrections are
addressed and plans
are resubmitted.
NO
DIGITAL APPROVAL OF PLANS
The plans and documents are stamped approved
for code compliance and returned to the City.
Project file is maintained with status, correction lists and all correspondence including phone conversations
and exchange of emails
Project remains with the assigned team member until
final approval is granted.
Project is reviewed utilizing all current codes adopted by the City.
PAPER REVIEW
Pickup and delivery service
provided at no cost.
ELECTRONIC REVIEW
Plans are uploaded to JAS’s
secure cloud-based storage.
JAS PACIFIC | BUILDING YOUR SOLUTIONS | D-4 |
SERVICE GOALS
TYPE 1ST REVIEW SUBSEQUENT
REVIEWS
Residential
Residential Addition/Remodel 10 Working Days 5 Working Days Accessory Dwelling Unit 7 Working Days 5 Working Days
New Single Family Dwelling 10 Working Days 5 Working Days New Duplex Dwelling 10 Working Days 5 Working Days
New Multifamily Dwelling 15 Working Days 10 Working Days Non-Residential
New Multi-Occupancy
Structural Tenant Improvements
10 Working Days
10 Working Days
5 Working Days
5 Working Days
Minor Tenant Improvement 10 Working Days 5 Working Days New Commercial/Industrial 20 Working Days 15 Working Days Miscellaneous
Seismic Retrofit 10 Working Days 5 Working Days
Telecommunication Facilities 5 Working Days 3 Working Days Shoring 10 Working Days 5 Working Days
Sign 5 Working Days 3 Working Days
MEP (separate submittal) 10 Working Days 5 Working Days Grading (separate submittal) 10 Working Days 5 Working Days Walls, Decks, Misc. Structures 10 Working Days 5 Working Days FOOTNOTES/NOTES:
Above time frames are for most average projects; larger/complex projects may take longer and will be negotiated with the Building Official. Expedite plan check services are avaliable upon the City’s request, reducing the timeframe by up to 50% for an additional fee, while maintaining the same quality review.
JAS PACIFIC | BUILDING YOUR SOLUTIONS | D-5 |
EXECUTION OF SERVICE AGREEMENTS
JAS and the City of Brea agree to terms, service
agreements are approved by the City and fully
executed.
KICK-OFF MEETING
A meeting is held to identify any special
requirements within the City’s ordinances, allow the
City to demonstrate service expectations and hold
administrative staff introductions.
CITY APPROVES STAFF
The City will have full discretion over all JAS team
members providing Building & Safety services. Our
staff can be present for an interview.
SERVICES COMMENCE
JAS Pacific will start providing quality Building
Division Services that we expect will exceed the
expectations of the City.
REPORT CARD JAS will initiate follow ups with the City to ensure services provided are exceeding expectations.
PROPOSED SCHEDULE UPON AWARD
JAS Pacific is committed to a smooth transition for the City, staff, and the clients we serve. Below our approach to the transition is mapped out and can be modified to best meet the City’s needs. We find the most important step in the transition is the Kick-Off Meeting. It is here that all expectations are exceeded, and questions are clarified.
JAS PACIFIC | BUILDING YOUR SOLUTIONS | D-6 |
E. COST SECTION
DESCRIPTION OF SERVICE HOURLY RATE
(*UNLESS NOTED AS PERCENTAGE)
Complete Building Plan Review 60% of Total Plan Check Fees Structural Plan Review Only 35% of Total Plan Check Fees Principal Engineer $185.00 / Hour
Certified Building Official $160.00 / Hour
Licensed Structural Engineer
(Building Plan Check) $165.00 / Hour
Licensed Professional Engineer
(Civil, Electrical, & Mechanical) $150.00 / Hour
Plans Examiner
(Building, Electrical, Mechanical, & Grading Plan
Check)
$130.00 / Hour
Licensed Civil Engineer
(Grading Plan Check) $160.00 / Hour
Licensed Geotechnical Engineer
(Grading Foundation Plan Check) $170.00 / Hour
Certified Access Specialist
(Speciality CASp Plan Check) $160.00 / Hour
Senior Building Inspector (Commercial, Large Res)
(Building Inspection ) $125.00 / Hour
Combination Building Inspector
(Building Inspection) $115.00 / Hour
Speciality Inspector (Mech, Elect, Plumbing)
(Building Inspection) $125.00 / Hour
PRICING
JAS PACIFIC | BUILDING YOUR SOLUTIONS | E-1 |
DESCRIPTION OF SERVICE HOURLY RATE
(*UNLESS NOTED AS PERCENTAGE)
On-Site Certified Permit Technician $95.00 / Hour
Remote Certified Permit Technician $80.00 / Hour
Admin / Permit Specialist $75.00 / Hour
Fire Protection Engineer $180.00 / Hour
Fire Marshal $140.00 / Hour
Certified Fire Plans Examiner $130.00 / Hour
Senior Fire Inspector $140.00 / Hour
COST FOOTNOTES/NOTES:
*All Building/Discipline Plan Check Services may be
expedited subject to mutually acceptable terms with
the City or City Customer for a minimum cost of 1.5
times the specified rate.
All percentage/hourly rates specified include (nonprevailing wage) salaries, insurance, benefits, local commute, normal administration assistance for
transporting/logging/tracking/returning plans and
documents, and standard office expenses (not
including Certified Access Specialist - CASp expenses
if required).
Should additional Administrative Services be
requested which exceed the normal plan processing
tasks, JAS may charge additional hourly Admin rates
subject to approval by the City Building Official /
Community Development Director.
Services rendered outside normal business hours
Monday through Friday 8:00am - 5:00pm, including
weekend and holidays will be billed at either 1.5x or 2x the hourly rate as applicable.
Payment Terms are 30 days from receipt of Invoice,
unless previously agreed upon.
Specified JAS rates are subject to increase each
subsequent fiscal year on July 1st, based upon the
Consumer Price Index (CPI) as applicable for this
region.
JAS PACIFIC | BUILDING YOUR SOLUTIONS | E-2 |
F. FORMS SECTION
REQUEST FOR PROPOSALS
As-Needed Building Inspection, Plan Check and Permit Technician Services 2024.09.26.01
STANDARD FORM A
NON-COLLUSION AFFIDAVIT FORM
Note: To be executed by Proposer and submitted with Proposal. proposal (name of proposing company)
that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the PROPOSER has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal; that the PROPOSER has not directly or indirectly colluded, conspired, connived, or agreed with any proposer or anyone else to put in a sham proposal, or to refrain from proposing; that the PROPOSER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the PROPOSER or any other proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer; that all statements contained in the proposal are true; and, the PROPOSER has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, depository, or to any member or agent thereof, to effectuate a collusive or sham proposal, and has not paid, and will not pay, any person or entity for such purpose.
Any person executing this declaration on behalf of a PROPOSER that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that they have full power to execute, and does execute, this declaration on behalf of the PROPOSER.
I declare under penalty of perjury under the Laws of the State of California that the foregoing is true and correct and that this declaration is executed as set forth.
Signature: ____________________________________________ Name/Title Date: ____________________________________________ Notary is not required for this proposal.
State of
(the State of the place of business)
County of
(the County of the place of business)
, being first duly sworn, deposes and
(name of the person signing this form)
says that he/she is of
(title of the person signing this form)
, the party making the foregoing
California
San Bernardino County
Rajesh Patel
President
Jason Addison Smith Consulting dba JAS Pacific
Rajesh Patel l President l 10/17/24
JAS PACIFIC | BUILDING YOUR SOLUTIONS | F-1 |
REQUEST FOR PROPOSALS
As-Needed Building Inspection, Plan Check and Permit Technician Services 2024.09.26.01
STANDARD FORM B
REFERENCES FORM
(Proposer’s Company Name)
Provide current business references for whom your company has provided similar services.
Provide very brief description of the Project services your company provided to the reference.
Any unsatisfactory references or past unsatisfactory work performance with City may eliminate Proposer from further consideration (Brea City Code Sec. 3.24.020.M) County of Los Angeles
City of Manhattan Beach
City of Long Beach
City of Pasadena
Juan Madrigal l Superintendent of Building
[email protected]
1400 Highland Ave. Manhattan Beach, CA 90266
333 West Ocean Blvd. Long Beach, CA 90802
175 N. Garfield Ave. Pasadena, CA 91101
Ryan Heise l Building Official
Truong Huynh l Building Official
Jessie DeAnda l Building Official
(310) 802-5544
(562) 570-6593
(323) 240-2758
[email protected]
[email protected]
[email protected]
Jason Addison Smith Consulting dba JAS Pacific
As-Needed Plan Review and Inspection
October 2026, $ 1,185,000
900 S. Fremont Ave. Alhambra, CA 91803
(626) 458-6387
Plan Check, On-Call Inspection, Permit Tech & Related Services November 2026, $18,750,000
Building Plan Review / Inspection Services
May 2025, $450,000
Building & Safety Services
July 2026, $650,000
JAS PACIFIC | BUILDING YOUR SOLUTIONS | F-2 |
REQUEST FOR PROPOSALS
As-Needed Building Inspection, Plan Check and Permit Technician Services 2024.09.26.01
STANDARD FORM C
SUBCONTRACTORS LIST-STANDARD FORM
(Proposer’s Company Name)
Provide the information requested below. Duplicate this form as necessary to complete list. ☐ Check this box, if no subcontractors are to be used for any of the proposed work.
Jason Addison Smith Consulting dba JAS Pacific
JAS PACIFIC | BUILDING YOUR SOLUTIONS | F-3 |
REQUEST FOR PROPOSALS
As-Needed Building Inspection, Plan Check and Permit Technician Services 2024.09.26.01
STANDARD FORM D
STATEMENT OF COMPLIANCE OR EXCEPTIONS FORM
Each Proposal must be accompanied by this form. Failure to provide this form will cause the Proposal to be deemed non-responsive and that Proposal will not be considered for further evaluation.
(Proposer’s Company Name)
Select one:
No Exceptions
By checking the above box, Proposer declares their Proposal was prepared in strict compliance with the instructions, conditions, and terms of the Solicitation, Scope of Work, and Agreement.
With Exceptions
By checking the above box, Proposer declares their Proposal was prepared in consideration of but with exceptions to one or more of the instructions, conditions, and terms of the Solicitation, Scope of Work, and Agreement, in which case Proposer must provide a detailed list for all such exceptions in the following format.
Section
Page # Term, Condition, Specification Exception & Benefit to City City A
or D
Proposer acknowledges that City may accept or reject any or all of Proposer’s listed exceptions or reject the Proposer’s entire Proposal that contain any exceptions.
Signature: ____________________________________________ Name/Title Date: ____________________________________________ Jason Addison Smith Consulting dba JAS Pacific
Rajesh Patel l President l 10/17/24
JAS PACIFIC | BUILDING YOUR SOLUTIONS | F-4 |
REQUEST FOR PROPOSALS
As-Needed Building Inspection, Plan Check and Permit Technician Services 2024.09.26.01
STANDARD FORM E
STATUS OF PAST AND PRESENT CONTRACTS FORM
Each Proposal must be accompanied by this form. Failure to provide this form will cause the Proposal to be deemed non-responsive and that Proposal will not be considered for further evaluation. As used in this form, “Proposer” means Proposer or any 10% or greater owner of the proposing company; “Contract Termination” means termination for cause by any other party to a contract with the Proposer; “Settlement” means settlement of any claim or lawsuit brought against Proposer in connection with Proposer’s services; and, “Legal Action” means any lawsuit alleging fraud, breach or any other misconduct by, or filed against, Proposer.
By checking the above box, Proposer declares that the Proposer has not had any Contract Terminations, Settlements, or Legal Actions within the past five years of the date signed hereunder and currently does not have any pending Contract Terminations, Settlements, or Legal Actions.
One or More Contract Terminations, Settlements, or Legal Actions By checking the above box, Proposer declares that the Proposer has had either one or more Contract Terminations, Settlements, or Legal Actions within the past five years of the date signed hereunder in which case, Proposer must provide a list for all such contracts and include:
Contract Title, Contract Value, Termination Date, Company Name, Contact Name, Phone Number, and Reasons for and descriptions of the Terminations, Settlements, or Legal Actions.
The Proposer acknowledges that City may: reject any declarations that are not accompanied with the required documentation as described above; or reject any Proposals wherein Proposer has had any Terminations, Settlements, or Legal Actions that City in its sole discretion deems unacceptable.
Signature: ____________________________________________ Name/Title Date: ____________________________________________ (Proposer’s Company Name)
No Contract Terminations, Settlements, or Legal Actions Jason Addison Smith Consulting dba JAS Pacific
Rajesh Patel l President l 10/17/24
JAS PACIFIC | BUILDING YOUR SOLUTIONS | F-5 |
REQUEST FOR PROPOSALS
As-Needed Building Inspection, Plan Check and Permit Technician Services 2024.09.26.01
STANDARD FORM F
INSURANCE COMMITMENT FORM
Each Proposal must be accompanied by this form. Failure to provide this form will cause the Proposal to be deemed non-responsive and that Proposal will not be considered for further evaluation.
(Proposer’s Company Name)
Proposer acknowledges that:
City reserves the right to modify the insurance requirements as set for in the Insurance Requirements section of the Agreement including limits, based on nature of the risk, prior experience, insurer, coverage, or other special circumstances.
City’s acceptance and/or approval of the proposer’s insurance documents does not and shall not be construed to relieve proposer of any obligations, responsibilities or liabilities under any resultant Contract.
Proposer’s failure to comply with the required insurance as set forth in the Insurance Requirements of the Agreement is a breach of contract, which may result in one or more of the following: suspension of work, suspension or termination of contract, remuneration of procurement costs for obtaining a replacement contractor, and suspension from submitting future proposal based on proposer’s default.
Proposer, at Proposer’s sole cost and expense, hereby promises and agrees to:
Acquire required insurance set forth in the Insurance Requirements of the Agreement.
Provide policies of insurance from a company or companies having a current A.M. Best's rating of no less than A:VII and admitted and authorized to transact the business of insurance in the State of California prior to commencing any work and allowing any subcontractor to commence work on any subcontract until it has secured all required insurance unless otherwise permitted or waived in writing by City’s Risk Manager.
Maintain in force at all times during the term of any Contract, insurance policies as set forth in the Insurance Requirements of the Agreement; replace any policies whose carrier’s rating falls below A VII with policies that meet or better the required A VII rating no later than the renewal date of the policy; amend, supplement, or endorse existing insurance policies that do not meet the insurance requirements set forth in the Insurance Requirements.
Proposer certifies, represents, and commits to all the Insurance Requirements of the Agreement.
Signature: ____________________________________________ Name/Title Date: ____________________________________________ Jason Addison Smith Consulting dba JAS Pacific
Rajesh Patel l President l 10/17/24
JAS PACIFIC | BUILDING YOUR SOLUTIONS | F-6 |
REQUEST FOR PROPOSALS
As-Needed Building Inspection, Plan Check and Permit Technician Services 2024.09.26.01
STANDARD FORM G
PROPOSER QUALIFICATIONS RESPONSE FORM
(Proposer’s Company Name)
Proposers must have demonstrated trustworthiness, as well as the necessary quality, fitness, capacity, and experience to satisfactorily provide the requirements specified in this Solicitation based on prior experience with city, references, and other available information.
Provide the information requested below. Do not omit or renumber any sections. All items listed must be submitted and checked off to ensure qualification responsiveness.
1. Background.
Please provide the following information about your company:
☐ Your company’s full legal name, address, phone, fax, email, website. ☐ Prior company names (if any) and years in business; mergers, buyouts, etc. ☐ Organizational structure (i.e. corp., LLC, sole proprietorship, etc.). ☐ Names and titles of the principal owner(s).
☐ Person(s) authorized to make commitments for your company. ☐ Special recognition or awards.
2. Experience.
Provide the following information relative to required services:
☐ Summary of Experience with similar kinds of work.
☐ Familiarity with state and federal procedures.
☐ Experience working with public agencies.
☐ Narrative of the working relationship with current business references for information not already included in the References Form.
3. Qualifications.
Provide the following information relative to required services:
☐ Financial responsibility.
☐ Demonstrated Technical Ability.
☐ Capability of developing innovative or advanced techniques. ☐ Special qualifications, training, credentials.
☐ Staff names, titles, role, qualifications, and experience assigned to this Project.
Jason Addison Smith Consulting dba JAS Pacific
JAS PACIFIC | BUILDING YOUR SOLUTIONS | F-7 |
REQUEST FOR PROPOSALS
As-Needed Building Inspection, Plan Check and Permit Technician Services 2024.09.26.01
☐ Designated project manager assigned to this Project.
4. Understanding.
Provide the following information relative to required services:
☐ Understanding of the work to be done based on this Solicitation. ☐ Include issues that you believe will require special consideration for this Project. ☐ Identify unique approaches or strengths your company has relative to required services.
5. Approach.
Provide the following information relative to required services:
☐ Understanding of the work to be done.
☐ Adequacy of labor and resources to satisfactorily perform the requested services and meet the City’s needs.
☐ Names and titles of key management personnel.
☐ Team to be assigned for these services.
Submitted by:
Signature: ____________________________________________ Name/Title Date: ____________________________________________ Rajesh Patel l President l 10/17/24 JAS PACIFIC | BUILDING YOUR SOLUTIONS | F-8 |
REQUEST FOR PROPOSALS
As-Needed Building Inspection, Plan Check and Permit Technician Services 2024.09.26.01
STANDARD FORM H
FIRM PROPOSAL FORM
(Proposer’s Company Name)
FIRM PROPOSAL made by Proposer to the City of Brea:
I, the undersigned, hereby represent and warrant that I am authorized to submit this Proposal on behalf of and to bind the principals who I represent, to all the requirements of the City of Brea’s Terms and Conditions, Specifications, Scope or Work, any attachments, exhibits, amendments; and I offer and agree to those requirements at the prices set forth in the Proposal Form.
Further, I understand that no contract exists unless City accepts this Proposal by executing the attached Agreement.
Business Name: ___________________________________________ Business Address: ___________________________________________ Federal ID#: ___________________________________________ If any Work is a Public Works Contractor Lic#: _________ DIR#: _________ Business Type: ______ 1. Individual/Sole Proprietor or Single-Member LLC; 2. C Corporation; (Proposer enter a number) 3. Corporation; 4. Partnership; 5. Trust/Estate; 6. Limited Liability Co.
By: _______________________________ By: _______________________________ Name: Name:
Title: Title:
Email: Email:
Date Signed: ________________________ Date Signed: ________________________ CORPs: Chairperson, President, Vice President CORPs: Secretary, Assist. Secretary, Chief Finance LLCs Manager Officer, Assist. Treasurer
LLCs: Manager
[Pursuant to California Corporations Code Section 313, both signature lines must be executed unless the signatory holds at least one of the offices designated on each line.] [Pursuant to California Corporations Code Section 17703.01(d), for limited liability companies, both signature lines must be executed unless the articles of incorporation state that the firm is managed by only one manager.] Jason Addison Smith Consulting dba JAS Pacific
Jason Addison Smith Consulting dba JAS Pacific
201 North Euclid Ave. Upland, CA 91786
330604465
3 Rajesh Patel
October 17, 2024
President
[email protected]
JAS PACIFIC | BUILDING YOUR SOLUTIONS | F-9 |
JAS PACIFIC | BUILDING YOUR SOLUTIONS | F-10 |
REQUEST FOR PROPOSALS
As-Needed Building Inspection, Plan Check and Permit Technician Services 2024.09.26.01