Mr. Patrick Johnson, PE, CBO, Director of Building and Safety, is authorized to contractually bind Willdan and will serve as Principal-In-Charge, Project Manager and will oversee all day-to-day services provided to the City and can be reached as shown below:
Mr. Patrick Johnson, PE, CBO
Director of Building and Safety
Willdan Engineering
650 E. Hospitality Lane, Suite 400
San Bernardino, CA 92408
(909) 915-4361
[email protected]
As demonstrated in our proposal, our team possesses the skill and experience required to address the City’s needs. We look forward to providing fire plan review services to City of Fontana and its community.
Respectfully submitted,
WILLDAN ENGINEERING
Patrick Johnson, PE, CBO
Director of Building and Safety
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Table of Contents
Introduction.............................................................................................................................................1 Methodology/Approach........................................................................................................................2 Firm Team..............................................................................................................................................5 Qualifications...........................................................................................................................................7 Personnel .................................................................................................................................................9 References .............................................................................................................................................14 Authorization.........................................................................................................................................15 Insurance................................................................................................................................................16 Professional Fee.....................................................................................................................................17 Appendix
▪ Résumés
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Introduction
Willdan has been providing Building and Safety services to municipalities, universities, tribal entities and other jurisdictions for more than 47 years. Our plan review staff is comprised of registered engineers, certified architects and ICC certified plans examiners. They maintain current certifications and attend classes on a regular basis to keep up with industry standards and code changes.
BUILDING AND SAFETY SERVICES
Willdan’s experience and strength in building and safety encompasses the complete range of technical disciplines, including permit issuance, building inspection, grading inspection, accessibility inspection, CASp services, HCAI (formerly OSHPD III) plan check and inspection, flood zone experience, building plan review, fire-life safety, building official services, code enforcement, and emergency safety assessment expertise. The inspection and plan review staff maintain current certifications and attend training on a regular basis, to stay current with industry technologies and standards. Specific certifications and education are delineated in staff résumés herein.
When it comes to serving the residents of the City of Fontana community, Willdan sees our role as that of facilitator and guide, helping the City’s customers in getting through the review, permitting, and inspection process, rather than leaving the applicant in a bind in obtaining or signing off permits, while ensuring development complies with building codes and City standards. We understand that the process of complying with the various codes, standards, regulations and laws can be a formidable and daunting undertaking—for even the most seasoned design or construction professional. Furthermore, an understanding of the complexity associated with processing private development applications and the sometimes-competing interests is essential to exceptional customer service. Competing interests include, but are not limited to, creating a sense of place, achieving economic development objectives, ease of maintenance, and assuring the City will be as satisfied with the infrastructure on day one as 20 years from “day one.” Common sense decision making and technical analysis in interpreting the intent of regulatory guidelines are significant strengths Willdan staff brings to the City.
Our proven approach is based on years of experience and incorporates features enhancing the efficiency and quality of the following services:
Building and Safety Services
▪ Building & Safety Inspection
▪ Grading and Right-of-Way
Inspection
▪ Plan Check
▪ Permit Technician
▪ Construction Management
▪ Code Enforcement
▪ Building Official
▪ Disaster Recovery Services
▪ Development Permitting
Process
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METHODOLOGY AND APPROACH
PLAN REVIEW
All building plans will be examined for
compliance with the current adopted
version of the California Building Code,
California Residential Code, Green
Building Standards Code, California Mechanical
Code, California Plumbing Code, California
Electrical Code, California Fire Code, California
Historical Code, California Existing Building Code
and the Accessibility, Noise and Energy
Conservation requirements as mandated by State
Title 24, and all additional applicable City
Ordinances. Plan review for Disabled Access Compliance will include a review of precise grading plans.
All plan check will include compliance with code requirements as well as an overview of the application package for other applicable requirements such as approvals from other local agencies and districts and coordination with other City departments. All plan review will comply with the City’s directives, codes and policies.
Plan check will include a review of any or all of the following design elements as determined by the City:
▪ Architectural
▪ Fire/Life-safety
▪ Plumbing
▪ Mechanical
▪ Structural
▪ Electrical
▪ Energy Conservation Regulations (Title 24)
▪ Disabled Access Regulations (CBC)
▪ Green Building Standards
▪ CASp
Willdan will provide two complete plan check letters which outline the documents reviewed, instructions to the applicant regarding the processing of documents, and a listing of plan check comments. The plan check comments will refer to appropriate sheets, details or calculation pages and the code section of concern. Comments shall specify the apparent code violation.
Willdan will supply the City with plan bags and shipping labels as well as Willdan’s FedEx and GLS account numbers.
ELECTRONIC PLAN REVIEW
Willdan has long had the ability to provide plan review services electronically, at no additional cost to the City or applicants. The many advantages of our “tree-saving” electronic plan review process includes the elimination of the need for additional computer software or hardware–only an Internet connection is necessary. Electronic plan review services are provided at the request of the applicant or the agency we serve. Submittals are accepted in PDF format and reviewed in Bluebeam.
Willdan will review plans and has the ability to transmit the redlined plans back to the applicant or designer via the website, along with the plan review comment sheet. “We really appreciate Willdan’s timely responses and
professional advice to our questions and concerns
related to plan check comments and general code
issues. Willdan’s professionalism and knowledge of
the plan check process was immensely helpful in
cutting cost and schedule. It has been really great to
work with Willdan and we hope we will keep working
with them for future work.”
Inkon Kim, PhD, LEED AP
HPA, Inc.
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This service allows for on-line collaboration
between the City, designer and plans examiner to
facilitate a complete understanding of plan review
comments and can reduce shipping, printing and
timelines for plan review processing for the
applicant.
Our EPR portal also serves as an accurate log of all
plans coming in and going out. City staff will have
full access to the site and will have the ability to check status, review redlines, comments, etc.
PLAN REVIEW SCHEDULE
TYPE OF PROJECT INITIAL REVIEW SUBSEQUENT REVIEWS
Residential Plan Review 8 – 10 working days 5 working days Commercial Plan Review 10 working days 5 working days
Solar Plans 2 – 3 working days 1 – 2 working days
Expedited plan review will be provided at the City’s request and on a project basis.
Plan review status can be accessed 24 hours a day by going to our website, Willdan.com, (http://willdan.com/new/clientLinks.aspx#planreview) and entering either the plan check/permit number, or the project site address. This service is provided for applicants, designers, engineers, and City staff.
BUILDING INSPECTION
Our inspectors are ICC certified and fully experienced performing residential, commercial and industrial inspections for compliance to the approved plans and related documents. The inspections will be performed in accordance with the City’s adopted version of the California Building Code, California Residential Code, Green Building Standards Code, California Mechanical Code, California Plumbing Code, California Electrical Code, and the State and Federal regulations for Accessibility, Noise and Energy Conservation, California Fire Code and provisions of Title 19 and NFPA.
Inspection staff will be available to meet with City staff, builders, developers, and citizens to provide assistance and resolve any inspection issues that may arise. Inspectors shall attend and participate in required meetings with other City inspection and plan review staff, property owners, contractors and/or design professionals.
Inspectors will review the permit package to verify that the on-site condition is consistent with the appropriate records for square footage, setbacks, heights, and other requirements that may be applicable. Inspectors will comply with the City’s procedures for reporting inspection results, use City inspection correction forms, make appropriate entries onto the permit documents, and follow City procedures prior to finalizing a building permit.
"Working with Willdan speeds up the installation of
solar. They have quick and efficient plan reviews
through an electronic review process. Complete Solar
is happy to continue to work with Willdan on a regular
basis.”
Sarah Prado, Agent
Complete Solar
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Willdan will verify that all inspection records, including daily records of what was inspected which will be recorded on the job card, and permit copy entered into the City’s Building and Safety computer system. We will employ such techniques as necessary to minimize delays to builders and provide helpful advice and counsel to builders, owners, engineers, and architects as to enhance the orderly flow of the construction process yet maintaining an effective level of enforcement. Inspectors shall ensure that any construction changes are documented and approved by appropriate City staff.
Our inspection staff are supplied with cell phones and laptops and/or iPads for email communication and document creation and record keeping. Inspections will be provided the next working day following a request made by 4:00pm the previous day.
CASP SERVICES
Willdan can provide CASp certified inspectors to the City as required by California Civil Code, Division 1, Part 2.52, Section 55.53(d)1&2 which reads as follows:
(d) (1) Commencing July 1, 2010, a local agency shall employ or retain at least one building inspector who is a certified access specialist. The certified access specialist shall provide consultation to the local agency, permit applicants, and members of the public on compliance with state construction-related accessibility standards with respect to inspections of a place of public accommodation that relate to permitting, plan checks, or new construction, including, but not limited to, inspections relating to tenant improvements that may impact access. If a local agency employs or retains two or more certified access specialists to comply with this subdivision, at least one-half of the certified access specialists shall be building inspectors who are certified access specialists. (2) Commencing January 1, 2014, a local agency shall employ or retain a sufficient number of building inspectors who are certified access specialists to conduct permitting and plan check services to review for compliance with state construction-related accessibility standards by a place of public accommodation with respect to new construction, including, but not limited to, projects relating to tenant improvements that may impact access. If a local agency employs or retains two or more certified access specialists to comply with this subdivision, at least one-half of the certified access specialists shall be building inspectors who are certified access specialists.
Our CASp certified inspectors will provide building and site evaluations for ADA and State Disabled Access requirements; provide evaluations and reporting for Applicable Construction Related Accessibility Standards; provide CASp Disability Access Certificates; provide expert witness and legal services support; and provide other services as required by the City. Our CASp certified inspector, will be available within 24 hours of notification or sooner. 776
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FIRM TEAM
All services will be provided from our local San Bernardino office:
650 Hospitality Lane
Suite 400
San Bernardino, CA 92408
[email protected]
909.963.0565
Team Members
Mr. Patrick Johnson is Director of Willdan’s Building and Safety Division and will serve as the Principalin-Charge/Project Manager.
No subcontractors will be employed for these services to the City.
Name/Title Responsibility
Patrick Johnson, PE, CBO
Director/Project Manager
Director of Building & Safety
Project Management
Pete Goodrich, CBO
Back-up Project Manager
Project Management
Ted Beckwith, PE, SE
Plan Check Engineer
Building Plan Review
Stefan Chiose, PE
Plan Check Engineer
Building Plan Review
Rouhi El-Rabaa, PE, CASp
Plan Check Manager
Building Plan Review
Daren Raskin, PE, CBO
Plan Check Engineer
Building Plan Review
Aaron Cowen, PE
Plan Check Engineer
Building Plan Review
Dominick Taliulu, EIT
Plans Examiner
Building Plan Review
Ryan Miller, EIT
Plans Examiner
Building Plan Review
Ehab Barakat
Plans Examiner
Building Plan Review
Steven D. Raney, CASp
Plans Examiner
Building Plan Review
Daniel Crawford, CASp, CBO
Plans Examiner/
Sr Building Inspector
Building Plan Review/Inspection/CASp
Richard Shields, CBO
Building Inspection Manager
Building Inspection Management
Martin Caro
Sr. Building Inspector
Building Inspection
Roy Arias
Sr. Building Inspector
Building Inspection
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Allen Elkins
Sr. Building Inspector
Building Inspection
David Lackyard
Sr. Building Inspector
Building Inspection
John Baker
Sr. Building Inspector
Building Inspection
James Rotondo
Sr. Building Inspector
Building Inspection
Darin Wilcox
Sr. Building Inspector
Building Inspection
Bruce Pelletier
Sr. Building Inspector
Building Inspection
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Qualifications
COMPANY OVERVIEW
Willdan Engineering (Willdan), a California Corporation founded in 1964, is part of Willdan Group, Inc. (WGI), a NASDAQ publicly traded Delaware Corporation and nationwide firm serving numerous public agencies and private sector clients. Founded in 1964 and headquartered at 2401 E Katella Avenue, Anaheim, California, 92806, Willdan was originally established as a civil engineering firm specializing in providing solutions for our public agency clients. Since that time, we have evolved into a professional consulting firm offering a broad array of services that allows us to provide a comprehensive and integrated approach to our clients’ planning, engineering, building and safety, financial, economic, public facility, public safety, and energy sustainability solutions.
Willdan is a leading nationwide provider of professional consulting and technical services, providing engineering, energy efficiency, and public finance services to California municipalities. Willdan’s engineering division spans the scope of building and safety services including:
▪ Building Official Services
▪ Inspection Services
▪ Permit Technician Services
▪ Plan Review Services
▪ Code Enforcement Services
Willdan has a reputation for delivering high-quality projects on time and within budget. Rooted in Willdan’s corporate culture is a focus on quality customer service. The company has more than 1,600 employees, including licensed engineers, architects, ICC certified plans examiners, inspectors, code enforcement professionals, and fire code officials. Willdan benefits from well-established relationships with local and state government agencies, investor-owned and municipal utilities, and private-sector commercial and industrial firms throughout the United States. Today, Willdan’s employees operate out of multiple offices located throughout the United States. We have supported the implementation of community visions through engineering, construction management, inspection, planning, building safety, and staff augmentation services. Willdan has completed various types of projects for over 95 percent of the cities and counties in California.
Throughout our 59-year history, Willdan has sustained consistently healthy financial performance. Willdan has the financial strength and wherewithal to complete all projects we undertake. This is due, in part, to a respected reputation in the municipal engineering industry for providing timely, cost-effective, innovative engineering solutions that exceed our client’s expectations and for providing exceptional customer service to our many clients. The firm has the resources and appropriate staffing to perform and complete all contractual project obligations.
Willdan possesses expertise in most facets of the public sector marketplace. The varied experience and background of our staff experience is an added value to our services. No other firm matches Willdan’s combined breadth of directly relevant technical and operational expertise and depth of experience.
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Willdan's corporate-wide capabilities include a full range of civil and structural engineering, land planning, financial and economic consulting, geology and geotechnical engineering, environmental health and safety, and energy efficiency solutions consulting services.
Willdan offers the full scope of services detailed in the City’s RFP. With over 200 licensed professionals and technical staff, Willdan brings the depth of resources, staff, and experience to provide building plan checking and/or inspection services for virtually any project for the City.
CORPORATE ORGANIZATION CHART
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Personnel
Mr. Patrick Johnson is Director of Willdan’s Building and Safety Division. As the Principal-in-Charge/Project Manager, Mr. Johnson is responsible for overseeing all Community Development services company wide as well as providing structural and non-structural plan review. He has attended code enforcement and seismic application seminars and has received his Master of Engineering degree, specializing in structures, from California State Polytechnic University. Mr.
Johnson has served as a forensic engineer responsible for justifying probable causes of structural damage caused by expansive soils. He has also provided Building Official Services to the City of Loma Linda, City of Highland, City of Banning, City of Big Bear Lake, City of Rancho Mirage, and March JPA.
Should the City require in-house staff, including inspectors, permit technicians, etc., we will be available during City Hall hours. In addition, our staff will be available by email and/or phone to answer questions from applicants, developers, and City staff.
We recognize that the City's departmental workload fluctuates. Willdan hires professionals in three categories – full-time, modified full-time, and part-time. Part-time staff may work up to 40 hours per week. All services will be provided from our local City of San Bernardino office, with additional resources employed company wide as necessary. No subcontractors will be employed for these services to the City. Individual résumés are located in the Appendix herein.
STAFF
Name/Title Registrations/Certifications Service Provided Patrick Johnson, PE,
CBO
Director/Project
Manager
▪ Civil Engineer, California No. CE#67960
▪ Civil Engineer, Arizona No. 50435
▪ Civil Engineer, Colorado No. 43704
▪ ICC Plans Examiner
▪ ICC Building Inspector
▪ ICC Building Official
Director of Building & Safety
Project Management
As-Needed Building Official Services
Pete Goodrich, CBO
Back-up Project
Manager
▪ ICC Certified Bldg. Official
▪ ICC Certified Residential Bldg. Inspector
▪ ICC Certified Combination Bldg. Insp.
▪ ICC Certified Plans Examiner
▪ ICC Certified Building Official
▪ SCACEO, Basic Certification
▪ SCACEO, Intermediate Certification
▪ SCACEO, Advanced Certification
Project Management
Ted Beckwith, PE, SE
Plan Check Engineer
▪ Registered Structural and Civil Engineer
▪ ICC Certified Building Official
▪ ICBO and ICC Certified Plans Examiner
Building Plan Review:
Structural, architectural, plumbing,
mechanical, electrical, energy,
accessibility, green building, fire lifesafety.
Stefan Chiose, PE
Plan Check Engineer
▪ Professional Engineer, California #82816
▪ ICC Certified Plans Examiner
▪ ICC Certified Fire Sprinkler Plan Examiner
Building Plan Review:
Structural, architectural, plumbing,
mechanical, electrical, energy,
accessibility, green building, fire lifesafety.
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Rouhi El-Rabaa, PE,
CASp
Plan Check Manager
▪ California Professional Engineer, CE#92565
▪ ICC Plans Examiner
▪ CASp Certified
Building Plan Review:
Structural, architectural, plumbing,
mechanical, electrical, energy,
accessibility, green building, fire lifesafety.
Daren Raskin, PE, CBO
Plan Check Engineer
▪ California Professional Engineer, CE#57577
▪ ICC Plans Examiner
▪ ICC Building Official
Building Plan Review: Structural,
architectural, plumbing, mechanical,
electrical, energy, green building,
accessibility, residential, and
commercial.
Aaron Cowen, PE
Plan Check Engineer
▪ California Professional Engineer, CE#58878
▪ ICC Plans Examiner
Building plan review: Structural
design and analysis, commercial,
accessibility, and residential plan
checking, structural calculation
review, exceptional customer service,
and building and municipal code
enforcement.
Dominick Taliulu, EIT
Plans Examiner
▪ ICC Plans Examiner
▪ EIT Certification
Building Plan Review:
Architectural, plumbing, mechanical,
electrical, energy, accessibility, green
building, fire life-safety.
Ryan Miller, EIT
Plans Examiner
▪ EIT Certification Building Plan Review:
Architectural, plumbing, mechanical,
electrical, energy, accessibility, green
building, fire life-safety.
Ehab Barakat
Plans Examiner
▪ ICC Plans Examiner
▪ ICC Building Inspector
Building Plan Review:
Architectural, plumbing, mechanical,
electrical, energy, accessibility, green
building, fire life-safety.
Steven D. Raney,
CASp
Plans Examiner
▪ Certified Access Specialist/CASp #519
▪ Certified Building Official
▪ Building Plans Examiner
▪ Building Code Specialist
▪ Commercial & Residential Electrical
Inspector
▪ Commercial & Residential Plumbing
Inspector
▪ Commercial & Residential Mechanical
Inspector
▪ California Combination Inspector
▪ Structural Masonry Special Inspector
▪ Accessibility Inspector/Plan Reviewer
Building Plan Review: Architectural,
plumbing, mechanical, residential,
accessibility.
Daniel Crawford, CASp,
CBO
Plans Examiner/
Sr Building Inspector
▪ CASp Certified
▪ ICC Building Official
▪ ICC Plans Examiner
▪ ICC Commercial Building Inspector
▪ ICC Residential Building Inspector
▪ ICC Residential Electrical Inspector
Building Plan Review: Architectural,
plumbing, mechanical, electrical,
energy, accessibility, green building,
fire life-safety.
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Richard Shields, CBO
Building Inspection
Manager
▪ ICC Building Official
▪ ICC Building Inspector
▪ ICC Plumbing Inspector
▪ ICC Mechanical Inspector
▪ ICC Electrical Inspector
Building Inspection: Multi-story office
buildings, commercial buildings, retail
outlets, single-family, medical
facilities, educational facilities and
multi-family residential
developments.
Martin Caro
Sr. Building Inspector
▪ ICC Building Inspector Building Inspection: Multi-story office buildings, commercial buildings, retail
outlets, single-family, medical
facilities, educational facilities and
multi-family residential
developments.
Roy Arias
Sr. Building Inspector
▪ ICC Building Inspector
▪ ICC Residential Electrical Inspector
▪ ICC Mechanical Inspector
▪ ICC Plumbing Inspector
Building Inspection: Multi-story office
buildings, commercial buildings, retail
outlets, single-family, medical
facilities, educational facilities and
multi-family residential
developments.
Allen Elkins
Sr. Building Inspector
ICC Combination Inspector
ICC Residential Building Inspector
ICC Residential Energy Inspector/
Plans Examiner
ICC Building Plans Examiner
ICC Residential Mechanical Inspector
ICC Accessibility Inspector/Plans Examiner
ICC Commercial Electrical Inspector
ICC Residential Electrical Inspector
ICC Residential Plumbing Inspector
ICC Commercial Building Inspector
ICC Certified Building Official
ICC Commercial Plumbing Inspector
ICC Commercial Mechanical Inspector
ICC Fire Inspector I/II
ICC Fire Plans Examiner
ICC Mechanical Plans Examiner
ICC Plumbing Plans Examiner
ICC Fuel Gas Inspector
ICC Building Code Specialist
ICC Master Code Professional
Building Inspection: Multi-story office
buildings, commercial buildings, retail
outlets, single-family, medical
facilities, educational facilities and
multi-family residential
developments.
David Lackyard
Sr. Building Inspector
▪ ICC Combination Inspector Building Inspection: Multi-story office buildings, commercial buildings, retail
outlets, single-family, medical
facilities, educational facilities and
multi-family residential
developments.
John Baker
Sr. Building Inspector
▪ ICC Residential Building Inspector
▪ ICC Commercial Building Inspector
▪ Contractor License B #618302
Building Inspection: Multi-story office
buildings, commercial buildings, retail
outlets, single-family, medical
facilities, educational facilities and
multi-family residential
developments.
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James Rotondo
Sr. Building Inspector
▪ AWS Certified Welding Inspector
▪ AWS Certified Welder
▪ ICC Commercial Building Inspector
▪ ICC Structural Welding Special Inspector
▪ ICC Structural Steel & Bolting Inspector
▪ ICC Reinforced Concrete Special Inspector
▪ ACI Concrete Testing Technician
Building Inspection: Multi-story office
buildings, commercial buildings, retail
outlets, single-family, medical
facilities, educational facilities and
multi-family residential
developments.
Darin Wilcox
Sr. Building Inspector
▪ ICC Residential Combination Inspector Building Inspection: Multi-story office buildings, commercial buildings, retail
outlets, single-family, medical
facilities, educational facilities and
multi-family residential
developments.
Bruce Pelletier
Sr. Building Inspector
▪ ICC Residential Building Inspector
▪ ICC Commercial Building Inspector
▪ ICC Certified Building Official
▪ Fire Prevention Officer
▪ Fire Prevention 1A, 1B, 1C, 2A, 2B, 2C, 3a,
3B
▪ Fire Management 1 and 2E
▪ Firefighter I
▪ Arrest and Firearms (PC 832)
Building Inspection: Multi-story office
buildings, commercial buildings, retail
outlets, single-family, medical
facilities, educational facilities and
multi-family residential
developments.
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ORGANIZATIONAL CHART
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References
CLIENT CONTACT DATES SERVICE PROVIDED
City of Moreno
Valley
14177 Frederick
Moreno Valley, CA
92552
James Verdugo
Building & Safety Supervisor
951.413.3359
[email protected]
1995 –
Present
▪ Building Plan Check
▪ Electronic Plan Check
▪ Grading Plan Review
▪ Inspection
▪ CASp
▪ Permit Technician
City of Banning
99 E Ramsey St
Banning, CA 92220
Adam Rush
Community Development
Director
760.219.2791
[email protected]
2019 –
Present
▪ Building Official
▪ Building Plan Check
▪ Electronic Plan Check
▪ Inspection
▪ CASp
▪ Permit Counter
▪ Stormwater
▪ Grading Plan Review
County of Riverside
4080 Lemon St.
Riverside, CA 92501
Selvana Guirguis, CBO, CFM
Plan Check Manager
951.955.1871
[email protected]
2019 –
Present
▪ Building Plan Check
▪ Inspection
▪ Permit Technician
March Joint Powers
Authority
99 E Ramsey St.
Banning, CA 92220
Dan Fairbanks
Planning Director
951.656.7000
[email protected]
2013 –
Present
▪ Building Official
▪ Building Plan Check
▪ Inspection
▪ Permit Technician
City of Highland
27215 Baseline
Highland, CA 92346
Matthew Wirz
Building Official
909.864.8732
[email protected]
1987 –
Present
▪ Building Plan Check
▪ Inspection
▪ CASp
▪ Permit Technician
▪ Grading Plan Review
City of Loma Linda
25541 Barton Road
Loma Linda, CA
92354
T. Jarb Thaipejr
City Manager
909.799.2810
[email protected]
1980 –
Present
▪ Building Official
▪ Building Plan Check
▪ Inspection
▪ CASp
▪ Permit Technician
▪ Stormwater
▪ Grading Plan Review
City of Ontario
303 East B St.
Ontario, CA 91764
James Caro
Building Official
909.395.2000
[email protected]
2021 –
Present
▪ Building Plan Check
▪ Inspection
▪ CASp
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Authorization
Mr. Patrick Johnson, PE, CBO, Director of Building and Safety, is authorized to contractually bind Willdan and will serve as Principal-In-Charge, Project Manager and will oversee all day-to-day services provided to the City and can be reached as shown below:
Mr. Patrick Johnson, PE, CBO
Director of Building and Safety
Willdan Engineering
650 E. Hospitality Lane, Suite 400
San Bernardino, CA 92408
(909) 915-4361
[email protected]
This proposal shall remain valid for ninety (90) days from submittal. 787
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Insurance Documentation
Willdan has reviewed the City’s indemnification and insurance requirements and can meet these requirements upon selection.
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Professional Fee
Willdan will provide plan review services for a percent of the plan check fee collected by the City. Percent of fee plan review will be charged through three reviews. Subsequent reviews will be charged based on our hourly rate schedule. Expedited plan review will be billed at 1.35x of our rate.
BUILDING PLAN REVIEW WILLDAN PERCENTAGE*
Valuation up to $999,999 70% of fees collected
Valuation of $1,000,000 - $4,999,999 65% of fees collected Valuation of $5,000,000 - $9,999,999 60% of fees collected Valuation of greater than $10,000,000 55% of fees collected *Structural Only Plan Review = 50% of the Willdan fee
*Architectural/MEP Only Plan Review = 45% of the Willdan fee
SERVICE PROVIDED HOURLY RATE
Plan Check Engineer/Architect $140/hour
ICC Certified Plans Examiner $125/hour
Senior Building Inspector $105/hour
Building Inspector $ 95/hour
CASp Plan Review/Inspection $125/hour
Building Official $155/hr
Permit Technician $75/hr
Senior Permit Technician $85/hr
Fire Plans Examiner $130/hr
Fire Inspector $115/hr
Rates will not increase through June 30, 2024. If the Agreement is extended beyond June 30, 2024, Willdan may reserve the right to increase rates once per year to the value between the 12-month % change of the Consumer Price Index for San Bernardino County area and five percent. 789
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Appendix
▪ Résumés
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Patrick Johnson, PE, CBO
Director of Building and Safety/Project Manager
Profile Summary
Education: University of Iowa, Iowa City, IA
Bachelor and Science, Structural Engineering
California State Polytechnic University-Pomona
Master of Engineering
Registration: California Professional Engineer, CE#67960 Arizona Professional Engineer, CE#50435
Colorado Professional Engineer, CE#43704
Nevada Professional Engineer, CE#20699
ICC Building Official
ICC Plans Examiner
ICC Building Inspector
Experience: 22 Years
Mr. Patrick Johnson has 22 years of construction and engineering experience and is a registered engineer specializing in lightweight commercial, industrial, and residential structures. He has plan checked several tilt-up warehouse buildings up to 2.3 million square feet and numerous structures consisting of braced and moment frames for lateral resistance, prestressed concrete structures, and multi-story buildings up to six stories in height.
As Director of Willdan’s Building and Safety Division, Mr. Johnson is responsible for overseeing all Building and Safety services company-wide as well as providing structural plan review. He has attended code enforcement and seismic application seminars and has received his Master of Engineering degree, specializing in structures, from California State Polytechnic University. Patrick has served as acting building official for the cities of Big Bear Lake, Loma Linda, and Rancho Mirage. He has served as a forensic engineer responsible for justifying probable causes of structural damage caused by expansive soils.
As a project manager for Willdan’s On-call Building Official and Building and Safety Services contracts, Mr.
Johnson works with City managers to plan, organize, direct, and administer the activities of their Building and Safety Departments, including building inspections; inspection of construction; and general rehabilitation or repair of commercial, residential, and industrial properties. He has overseen reviews of building plans, calculations, and specifications for proposed structures; administered building and safety code enforcement; and reviewed construction plans to ensure they meet building codes and zoning regulations. Mr. Johnson also oversees inspectors monitoring construction sites to determine whether structures and systems have been installed to meet all construction codes and ordinances for public safety.
Relevant Project Experience
Building Official Services, Cities of Banning, Big Bear Lake, Highland, Loma Linda, March JPA, and Rancho Mirage, CA. Building Official. Responsible for working directly with the City Manager to plan, organize, direct, and administer the activities and operation of the Building and Safety Department, including building inspections, inspection of construction, and the general rehabilitation or repair of commercial, residential and industrial properties. Oversee the review of building plans, calculations and specifications for proposed structures. As the administrator of Building and Safety, approve all construction plans to ensure they meet building codes and regulations. Inspect and monitor construction sites to determine if structures and systems are installed to meet all construction codes and ordinances for public safety. Supervise, train, and evaluate and; monitor and coordinate work. Oversee staff engaged in the preparation and maintenance of records of plans, inspection processes, letters and reports prepared or used in connection with building inspections; respond to questions from property and building owners; and interpret codes. 791
CITY OF FONTANA Plan Review and Inspection Services
Pete Goodrich, CBO
Project Manager/Building Official
Profile Summary
Education: AA, Liberal Arts, Cal Poly Pomona, Pomona, CA Registration: ICC Certified Residential Building Inspector ICC Certified Combination Building Inspector
ICC Certified Plans Examiner
ICC Certified Building Official
SCACEO, Basic Certification
SCACEO, Intermediate Certification
SCACEO, Advanced Certification
SCACEO, Supervisor Certification
P.C. 832 Certification
Experience: 34 Years
Mr. Pete Goodrich s a Willdan Engineering Certified Building Official with 28 years of experience in Building and Code Enforcement. He maintains a high degree of professionalism, confidentiality, and determination to complete tasks in a timely manner, as well as strong problem resolution capabilities. In addition to being a Certified Building Official, he is a Certified Plans Examiner, Certified Accessibility Specialist, Certified Building Inspector, Certified Combination Inspector, and Certified Residential Combination Inspector. He is highly qualified to manage Building Division activities, Field Inspection and Code Enforcement, and Plan Check and counter operations, as well as manage projects.
Relevant Project Experience
Chief Building Official, City of Orange, California. Served on the Senior Management team and supervised the activities of the Building Division, including Permits, Plan Review, and Code Enforcement. Duties involved developing and implementing Codes and Policy; managing employees, contractors, and subcontractors; producing Council Reports; developing Budgets; and serving the Community.
Adjunct Professor, Irvine Valley College, Irvine, California. Responsible for developing part of the Code Enforcement curriculum for the college. Served as teacher and mentor to students taking from beginning to advanced Code Enforcement courses.
Supervising Police Facilities Coordinator, City of Chino, California. Served on the Project Management team concerned with the design and construction of the new Police Headquarters. Duties also involved managing the Police facilities and the fleet of cars and equipment, as well as developing and implementing associated policies and procedures and managing related employees, contractors, and subcontractors.
Supervising Plans Examiner, City of Chino, California. Supervised Plan Check and counter operations, including managing staff and contract staff and developing related projections and budgets. Implemented and managed the electronic permitting system and developed and implemented a digitized archived plans and files system.
Performed Plan Review on various plan submittals. Prepared staff and City Council reports.
Code Enforcement Supervisor, City of Chino, California. Supervised Code Enforcement Division, including managing counter and field staff. Developed and implemented the Administrative Citation Program and prepared court reports and filings for prosecution. Interacted with City Council and the City Attorney related to sensitive enforcement cases and resolved numerous dangerous building cases.
Building Inspector, City of Chino, California. Performed Combination Inspection service for all aspects of construction within the community. Provided assistance to Housing Division by inspecting and developing the Scope of Work for housing projects. Provided contract management for housing projects. 792
CITY OF FONTANA Plan Review and Inspection Services
Ted Beckwith, PE, SE
Plan Check Engineer
Profile Summary
Education: BS, Civil and Structural Engineering, California State University, Fullerton, CA Certificate in Construction Technology, Riverside Community College, Riverside, CA Registration: Registered Structural and Civil Engineer
ICC Certified Building Official
ICBO and ICC Certified Plans Examiner
Experience: 37 Years
Mr. Ted Beckwith is a Willdan Engineering senior plans examiner with 37 years of experience. Mr.
Beckwith is experienced in reviewing complex plans for the construction of K-12 public schools and community colleges and performing counter review of minor projects.
Relevant Project Experience
California Division of the State Architect, Riverside, CA. Senior Structural Engineer (Lead). Managed the daily operations of the Riverside Satellite office associated with the San Diego Regional Office.
Review complex plans for the construction of K-12 public schools and community colleges. Perform counter review of minor projects. Review of changes to approved plans in the form of addenda, revisions and change orders. Review of deferred submittal documents including, but not limited to fire sprinklers and curtain wall glazing. Assist the design professionals in providing designs that are not only code compliant but economical. Work with architects, engineers, and school districts to obtain compliance with the California. Building Code especially during design development to achieve better buildings.
Willdan, San Bernardino, CA. Supervising Plan Check Engineer. Managed the staff of plan check engineers and developed staff and training programs. Worked in a fast paced environment on plan review of many complex projects. Resolved issues with permit applicants on code interpretation and application to their project with forward thinking. Trained junior level staff in application of the adopted codes in review of plans. Protectively worked with architects, engineers, contractors and owners to obtain compliance with the adopted codes of the state and more than 20 Building Departments. Prepared technical reports for the consideration of the local building official on matters of interpretation and administrative modifications of the building codes. Proficient in Fire Life Safety, Disabled Access, Structural, Energy Compliance, Electrical, Plumbing and Mechanical review as well as Building Department Administration.
Scott Fazekas & Associates, Irvine, CA. Supervising Plan Check Engineer. Managed the staff of plan check engineers. Worked in a fast paced environment on plan review of many complex projects.
Prepared technical reports for the consideration of the local building official on matters of interpretation and administrative modifications of the building codes to effectively apply the code.
Resolve issues with permit applicants on code interpretation and application to their project.
Protectively worked with architects, engineers, contractors and owners to obtain compliance with the adopted codes of the state and more than 20 Building Departments. Proficient in Fire Life Safety, Disabled Access, Structural, Energy Compliance, Electrical, Plumbing and Mechanical review as well as Building Department Administration.
793
CITY OF FONTANA Plan Review and Inspection Services
Stefan Chiose, PE
Plan Check Engineer
Profile Summary
Education: B.S., Architectural Engineering, California Polytechnic State University, San Luis Obispo, CA Registration: Professional Engineer, California #82816
ICC Certified Plans Examiner
ICC Certified Fire Sprinkler Plan Examiner
Experience: 12 Years – 1.5 years w/Willdan
Mr. Stefan Chiose has 12 years’ experience in project management and engineering, with A&E firms and local government. He is experienced in performing technical analyses of plans, specifications, and reports; and reviewing documents for completeness, accuracy, and conformance to applicable codes, ordinances, and national standards
Relevant Project Experience
City of Newport Beach, Newport Beach, California. Plan Check Engineer. Reviewed construction drawings plans, commercial and residential architectural and structural plans, and disabled accessibility plans for compliance with the California Standard Building Codes. Prepared correction letters to document deviations in submittals and provided applicants with recommendations to meet minimum code requirements. Mr. Chiose also responded to questions from architects, engineers, and owners regarding codes and other issues with projects, both over the phone and at the public counter.
KNA Consulting Engineers, Inc., Irvine, California. Project Engineering. Was responsible for engineering and construction administration. Worked to plan projects, establish project criteria, coordinate project reviews, and ensure the proper implementation of project elements. Cooperated and communicated with project managers and other project participants and collaborated with senior engineers to create more efficient project methods and to maintain the project's profitability.
Reviewed the engineering tasks and initiated the necessary corrective actions.
Grimm & Chen Structural Engineering Inc., Irvine, California. Project Engineer. Was responsible for structural engineering accurately calculating the required stress load of infrastructure to ensure that they were safe and stable for daily use. Was also responsible for project coordination – tracking performance and analyzing the completion of key goals. Wrote proposals from design development through RFIs. Prepared proposal documentation, cost estimates, and pricing recommendations to management
Lovelace Engineering, La Jolla, California. Structural Engineer Intern. Supported design leads for seismic analysis and structural calculations. Conducted basic structural analysis and design of projects of all material types (steel, concrete, masonry, and wood. Assisted in the review of plans and specifications.
794
CITY OF FONTANA Plan Review and Inspection Services
Rouhi El-Rabaa, PE, CASp
Plan Check Engineer
Profile Summary
Education: Bachelor’s in Civil Engineering
California State University, Los Angeles
Registration: California Professional Engineer, CE#92565 ICC Plans Examiner Certificate #8868081
Experience: 8 Years
Mr. Rouhi El-Rabaa is a Willdan Engineering Building Plan Check Engineer with 8 years of experience.
Mr. El-Rabaa is a skilled professional accustomed to playing a vital role in civil engineering cycles.
Highly trained in responding to the public, contractors, and design professionals. Experience includes; structural design and analysis, commercial, accessibility, and residential plan checking, structural calculation review, exceptional customer service, and building and municipal code enforcement.
Relevant Project Experience
Plan Check Engineer, Willdan Engineering, San Bernardino, CA. Rouhi is responsible for the following tasks: Conduct full scope plan reviews for various disciplines, including; architectural, structural, fireresistive, accessibility, energy, MEP, and green. He is highly experienced reviewing the following types of buildings; single-family and multi-family residential, tract homes, hotels, OSHPD 3, industrial, commercial, assembly, factory-built, mixed-use, and miscellaneous. Rouhi is also responsible for technical structural calculation review for regular and irregular multistory buildings, podium structures, irregular diaphragms, offset shearwalls, tilt-up construction, and freestanding structures. He trainsstaff to recognize proper non-structural and structural design methodologiesin plan checks; prepares correction notices to applicants as hardcopy or electronic correspondence; does design coordination meetings with design professionals and permit applicants; and researches and looks to implement latest developments in industry standards.
Plans Examiner, City of Redlands, Redlands, CA. Plan checked and reviewed structural design of residential and commercial projects. Ensured that minimum code was established in the plan review stage. Resolved difficult problems with permit applicants and other members of the public regarding building code requirements and City regulations. Coordinated Division processes. Undertook or recommended changes to the processes in order to facilitate Division operations. Supervised, trained, and evaluated permit issuance staff. Prepared and issued comment letters to building permit applicants. Advised of resubmittal guidelines which would lead to approval. Prepared and categorized files, reports, and methods to record Division activities and procedures.
Graduate Structural Design Engineer, Arcadis Design & Consultancy, Doha, Qatar. Oversight of a large portion of five underground railway stations. Ensured alongside the project manager that all design and shop drawings were reviewed and issued to meet client standards and deadlines. Scheduled and monitored the progress of a large team of CAD technicians. Provided dependable engineering and project resourcing resolution in a fast-paced design-build atmosphere. Executed in-house plan checking and design checking. Established design conformance in line with all issued design development and shop drawings. Responded to contractor RFI’s. Attended construction meetings and negotiated feasibility of key delivery dates with the client. Collaborated with contractors, architects, MEP and site engineers to achieve a common directive. Performed detailed review of reinforced concrete structural calculations and advised alternative approaches. Sketched complex concrete steel reinforcement details to be used as expeditious blueprints for urgent site remediation. 795
CITY OF FONTANA Plan Review and Inspection Services
Daren Raskin, PE, CBO
Plan Check Engineer
Profile Summary
Education: California State Polytechnic University-Pomona BS Engineering
Registration: California Professional Engineer, CE#57577 ICC Plans Examiner
ICC Building Official
Experience: 24 Years
Mr. Daren Raskin serves as Supervising Plan Check Engineer for Willdan. Daren possesses experience with design of various multi-story structures, shopping centers, commercial buildings, parking structures, and residential units. He has organized, scheduled, and supervised staff of engineers, draftsmen, and technicians. Mr. Raskin's expertise encompasses knowledge of all major building materials, including cold-formed steel, structural steel, concrete, and masonry as well as design of specialized systems of corrugated cold-formed shear walls, concrete shear walls, masonry shear walls, structural steel moment frames, braced frames and rigid diaphragm analysis.
Mr. Raskin’s previous engineering experience structural design, analysis, and calculations for repair of fire damaged residential and commercial buildings, room additions, and custom homes and ensuring structural drawings met design and code requirements.
Relevant Project Experience
On-Call Plan Review and Inspection Services, City of San Bernardino, California. Plans Examiner responsible for plan reviews of multi-story office buildings, commercial buildings, retail outlets, single-family residences, medical facilities, educational facilities and multi-family residential developments.
On-Call Plan Review and Inspection Services, City of Rialto, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
On-Call Plan Review and Inspection Services, City of Loma Linda, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
On-Call Plan Review and Inspection Services, City of Moreno Valley, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
On-Call Plan Review and Inspection Services, County of San Bernardino, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
On-Call Plan Review and Inspection Services, March Joint Powers Authority, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments in connection with development of former March Air Force properties.
On-Call Plan Review and Inspection Services, County of Riverside, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
On-Call Plan Review and Inspection Services, City of Beaumont, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
Dundee Residence Hall and Glasgow Dining Hall, University of California, Riverside, California. Plans Examiner responsible for plans reviews in connection with improvements designed for the two halls.
On-Call Plan Review and Inspection Services, City of Norco, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments.
On-Call Plan Review and Inspection Services, City of Highland, California. Plans Examiner responsible for plan reviews of residential, commercial, and industrial developments. 796
CITY OF FONTANA Plan Review and Inspection Services
Aaron Cowen, PE
Plan Check Engineer
Profile Summary
Education: California State University-Long Beach
BS Civil Engineering
Irvine Institute of Technology
Masters Science Structural Engineering
Registration: California Professional Engineer, CE#58878 ICC Plan Examiner
Experience: 28 Years – 7 years w/Willdan
Mr. Aaron Cowen, a registered Civil Engineer in California, is a Plan Check Engineer for the Building and Safety Division. Aaron has more than 28 years of experience in the engineering field including design, drafting and plan check experience.
Mr. Cowen’s experience includes the design of wood structures, cantilevered concrete decks, thin-wall concrete shells, retaining walls, foundation systems, and design calculations.
Prior to joining Willdan, Mr. Cowen’s previous engineering experience includes the position of Senior Engineer with a Southern California engineering firm. In this capacity, he was design lead on numerous projects; provided on-site field inspections; and was responsible for the management and administration of all engineering data and information.
Relevant Project Experience
PLAN CHECK
Plan check projects include university buildings, single and multi-family homes, industrial buildings, commercial warehouses, restaurants, motels, solar plans and numerous tenant improvements.
Sample Jurisdictions:
City of Tustin
City of Loma Linda
City of Fullerton
County of Riverside
City of Moreno Valley
Orange County
County of Los Angeles
City of Highland
City of Irvine East Campus Housing Structure project including over 600,000 SF of student housing units. He performed the complete structural plan check on this project which included a five-story wood framed housing structure and reinforced concrete and light gauge steel framed community center. Plans included 140 sheets of structural plans and details and over 2500 sheets of calculations.
He numerically and conceptually spot checked all structural aspects of project including gravity, lateral, connections, superstructure, raised reinforced concrete slab, reinforced concrete columns, posttension slab foundations, wood shear walls, retaining walls, trusses, steel stairs, parking structure, multi-level hold-downs. Over 100 issues were discovered and corrected including numerical, conceptual, and coordination errors between calculations and plans. 797
CITY OF FONTANA Plan Review and Inspection Services
Dominick Taliulu, EIT
Plans Examiner I
Profile Summary
Education: South Dakota School of Mines & Technology
BS in Civil Engineering
Registration: EIT
ICC Building Plans Examiner
Experience: 2 Year
Mr. Dominick Taliulu is a Willdan Engineering plans examiner with 2 years of experience. Mr. Taliulu’s experience includes plan review of numerous projects in compliance with the California Building, Plumbing, Mechanical, Energy, Green Building and Electrical Codes. Dominick reviews solar plans submitted to our electronic plan review portal and is able to complete the reviews within one – two days from date of submission.
Relevant Project Experience
PLAN CHECK
Dominick Taliulu’s experience includes plan review of numerous projects in compliance with the California Building, Plumbing, Mechanical, and Electrical, Green Building, and Energy Codes. Plan check projects include single and multi-family homes, medical clinics, industrial buildings, commercial warehouses, commercial buildings, restaurants, motels, solar plans and various tenant improvements. 798
CITY OF FONTANA Plan Review and Inspection Services
Ryan Miller, EIT
Plans Examiner
Profile Summary
Education: High Tech Institute
Associates of Science, CAD/Drafting Technology
California State Polytechnic University
Bachelor of Science, Civil Engineering
Registration: EIT (Engineer in Training)
Experience: 15 Years – 2 years w/Willdan
Mr. Miller is an Engineer in Training (EIT) and graduate of an ABET accredited civil engineering program.
He has more than 15 years of experience in drafting/reading plans, and more than 5 years of engineering experience. He is a highly meticulous and resourceful civil engineer with an exceptionally strong engineer knowledge base.
Relevant Project Experience
Willdan
Plans Examiner/Checker – Performs technical review of construction documents for completeness, accuracy, and conformance to applicable building codes, ordinances, zoning regulations, and national standards.
Condon-Johnson & Associates, Inc.
Project/Field Engineer – Managed field activities and implemented engineering designs for deep foundations, shoring, micropiles, tiebacks, ground anchors, and soil nails. Conducted inspections to ensure that the projects are proceeding on schedule and within budget. Maintained inventory of equipment, supplies, and material needed to perform projects. Created plans and submittals in accordance with the applicable building codes including Caltrans Standard Specifications and Plans.
Mission Steel
Structural Steel Detailer/Drafter & Checker – Prepared and checked plans for the fabrication and placement of structural steel members (columns, beams, guardrails, stairs, moment frames, etc) for commercial and residential projects in accordance with the applicable building codes.
Law Steel
Structural Steel Detailer/Drafter & Checker – Prepared and checked plans for the fabrication and placement of structural steel members (columns, beams, guardrails, stairs, moment frames, etc) for commercial and residential projects in accordance with the applicable building codes.
Quincy Joist Company
Structural Steel Detailer/Drafter & Checker – Prepared and checked plans for the manufacture and erection of steel joists and joists girders for commercial and residential projects in accordance with the applicable building codes.
799
CITY OF FONTANA Plan Review and Inspection Services
Ehab Barakat
Plans Examiner
Profile Summary
Education: Wayne State University, Detroit, Michigan
Bachelor of Science in Civil and Environmental Engineering Registration: ICC Building Plans Examiner
ICC Building Inspector
Experience: 3 Years
Mr. Ehab Barakat is a Willdan Engineering plans examiner with 3 years of experience.
Relevant Project Experience
Mr. Barakat’s experience includes:
• Examining plans, structural calculations, geotechnical reports, and specifications for compliance with the California Standard Building Codes. • Preparing correction letters to document deviations in submittals and provide applicants with recommendations to meet minimum code requirements.
• Advise applicants of any available alternative measures to meet minimum code requirements. • Respond to questions from architects, engineers, and owners regarding codes and other issues with projects.
800
CITY OF FONTANA Plan Review and Inspection Services
Steve Raney, CASp
Building Official/CASp Specialist
Profile Summary
Education: BS, Northern Arizona University, Flagstaff, AZ Registration:
CASp #519
ICC Residential Electrical Inspector
ICC Commercial Combination Inspector
ICC Combination Inspector
ICC California Residential Building
Inspector
ICC California Residential Plumbing
Inspector
ICC Building Plans Examiner
ICC Certified Building Official
ICC Mechanical Inspector
ICC Electrical Inspector
ICC Plumbing Inspector
ICC Building Code Specialist
ICC California Residential Combination Inspector
ICC California Residential Mechanical Inspector
ICC Residential Electrical Inspector
ICC Building Inspector
ICC California Commercial Electrical Inspector
ICC California Combination Inspector
ICC California Commercial Plumbing Inspector
ICC Residential Plumbing Inspector
ICC California Commercial Building Inspector
ICC Residential Mechanical Inspector
ICC Commercial Mechanical Inspector
ICC California Commercial Mechanical Inspector
ICC Commercial Plumbing Inspector
ICC Commercial Electrical Inspector
Experience: 20 Years – 1 year w/Willdan
Mr. Steven Raney is a skilled Building Code Professional with 20 years’ experience in State, County, and local jurisdictions and with 17 years’ experience in disabled access standard, building inspections, and plan review. Mr.
Raney has experience working within municipal and governmental guidelines for structures and construction. He has worked with various municipalities and is effective in establishing and maintaining effective working relationships with City staff, contractors, and engineers.
Relevant Project Experience
City of Palmdale, CA. Building Official. Oversee the Building & Safety Division, which regulates the construction of all new, remodeled, and existing residential, commercial, and industrial buildings. Mr. Raney administrates all functions including plan checks, inspections, permit issuance, vendors, and preparation of annual budget. As Building Official, he prepares reports, ordinances, and memos for City Council and participates in the Development Advisory Board representing Building & Safety to provide conditions of approval for proposed projects. In addition, Mr. Raney completes inspections and plan review on difficult technical and inspectional problems, particularly where structural safety is concerned.
City of Big Bear Lake, CA. Chief Building Official. Supervised staff of Building Inspectors, Plans Examiners, and Building Permit Technicians to establish and enforce building standards for the purpose of safeguarding public health, safety, and general welfare. Mr Raney oversaw review of building plans, calculations, and specifications for proposed structures; established values of proposed construction, and adopted modifications to the State T-24 codes when necessary. He resolved code interpretation issues for new and existing buildings for compliance with the adopted Plumbing, Mechanical, Building, Electrical, and City Municipal Codes and worked with other city departments in coordinating plan approval, inspections, and building code related issues.
California Housing & Community Development, Southern CA Area. Codes & Standards Administrator I. Directed, organized, scheduled, and monitored activities and inspections for the Mobile Home Parks Program and staff in the Southern Area office. Duties included enforcement of the Title 24, 25, and HSC codes, as they pertained to the manufacture, install and alteration of all manufactured, modular buildings, and mobile home parks City of Palmdale, CA. Supervising Building Inspector. Planned, supervised, coordinated, and assigned the activities and operations of building inspections within the Building and Safety Division. 801
CITY OF FONTANA Plan Review and Inspection Services
Daniel Crawford, CASp, CBO
Plans Examiner/Building Inspector/CASp Specialist
Profile Summary
Education: College of the Desert, Palm Desert, CA
AA, Construction Management
AA, Business Supervision & Management
Registration: Certified Access Specialist CASp-#276
ICC Plans Examiner
ICC Commercial Building Inspector
ICC Residential Building Inspector
ICC Residential Electrical Inspector
California General Building Contractor
PC832 Level III Certification
Experience: 33 Years
Mr. Daniel P. Crawford Jr., is a Willdan Engineering CBO, CASp, plans examiner and building inspector with more than 33 years of experience including 25 years in Building and Safety. Mr. Crawford’s experience includes plan review of numerous projects in compliance with the California Building, Residential, Plumbing, Mechanical, Electrical, Energy, and Green Codes as well as providing inspections for residential, commercial, and industrial buildings. Mr. Crawford also has extensive experience in CASp related services including plan review and inspections for accessibility compliance.
Relevant CBO Experience
Mr. Crawford is a Certified Building Official completing his examinations in July 2020. With 25 years of Municipal Building Department service and 8 years private residential project management and construction, Mr. Crawford has established a well-rounded understanding and daily application of Building Department Administration. Work experiences in both private industry and municipal cities has contributed to his appreciation in both receiving and providing excellent customer services. Mr. Crawford is a valued team member that has the versatility to perform all Building Department Services assigned.
Relevant Project Experience
Daniel provides CASp plan review and inspection services to a number of our municipal clients. Projects include:
▪ Residential Multi-family
▪ Commercial
▪ City Parks
▪ Precise Grading Plan Review
Relevant Plan Review Project Experience
Mr. Crawford’s experience includes plan review of numerous projects in compliance with the California Building, Residential, Plumbing, Mechanical, Electrical, Energy, Green and State Codes, that include:
• Residential
• Commercial
Relevant Inspector Project Experience
Mr. Crawford has 25 years’ experience performing Municipal combination lead building inspector assignments to include but not limited to all phases of residential, commercial, and industrial development to include:
• Hotels
• Multi-Family
• Commercial
• Residential
802
CITY OF FONTANA Plan Review and Inspection Services
Richard Shields, CBI, CBO
Building Official
Profile Summary
Education: Riverside City College, Construction Technology Registration: Certified Building Official, International Code Council Certified Building Inspector, International Code Council Certified Plumbing Inspector, International Code Council Certified Mechanical Inspector, International Code Council Certified Electrical Inspector, International Code Council Experience: 32 Years
Mr. Richard Shields serves as Principal Project Manager for Willdan Engineering serving the Southern California area. In this capacity, Mr. Shields serves as Building Official for numerous cities and municipalities including March JPA, Morongo Band of Mission Indians, City of Loma Linda, and City of Banning. His duties also include the placement of experienced inspectors to fill inspection needs in cities and agencies, providing complex inspections on residential commercial and industrial projects, coordination of conditions of approvals for city projects, and managing project contracts.
Mr. Shields has extensive experience in managing technical staff including building inspector, code enforcement officers and permit counter technicians. He has more than 25 years of Building and Safety experience including Building Official services, building inspection, code compliance and overseeing permit counter services.
Prior to joining Willdan, Richard served as Director of Community Development and Building Official for the City of Grand Terrace. During his tenure with the City, he was responsible for reviewing plan submittal packages, ordinance adoption, budget and policy preparation. He also oversaw and scheduled building inspections and set project conditions of approval, ensuring compliance with California Code regulations and Municipal Code regulations. His responsibilities included conduction inspections on commercial and residential projects, assisting citizens and the development community with technical and general questions brought to the Building and Safety counter.
Mr. Shields also served as Building Official for the City of Highland. In this capacity, he managed the Building and Safety Division and Code Compliance Division. Responsibilities included supervision of Division staff, building inspections, budget preparation, ordinance adoption and policy preparation. Further duties included the creation of a high fire zone ordinance in the foothills of the City and providing information to the California Fire and Forestry Department on fire code compliance issues.
Relevant Project Experience
Building and Safety Services, Various Agencies, CA. Building Official. Provided building official services, plan check services and inspection services to various agencies in Southern California. ▪ City of Adelanto
▪ City of Banning
▪ City of Beaumont
▪ City of Big Bear Lake
▪ City of Brea
▪ City of Chino Hills
▪ City of Coachella
▪ City of Colton
▪ City of Fontana
▪ City of Grand Terrace
▪ City of Highland
▪ City of Loma Linda
▪ March Joint Powers Authority
▪ City of Moreno Valley
▪ Morongo Band of Mission Indians
▪ City of Norco
▪ City of Palm Desert
▪ City of Rancho Mirage
▪ City of Redlands
▪ City of Ridgecrest
▪ City of San Bernardino
Plan Check and Inspection Services, University of California, Riverside. Building Inspector Supervisor. B&S plan check and inspection/civil plan check for the Dundee Residence Hall and Glasgow Dining.
Building and Safety Services, Soboba Tribal Gaming Commission. Building Inspector. Willdan reviewed construction plans and specifications to determine compliance with applicable codes and consistency with contract requirements for the Soboba replacement casino and hotel, which included a 200-room hotel, pool, two restaurants, a food court and sports bar, a 15,000-sq. ft. banquet and meeting facility for conferences and special events. The following reviews were conducted: Building/Structural, Electrical, Mechanical, Plumbing, Life Safety, Fire, OSHA, and ADA.
803
CITY OF FONTANA Plan Review and Inspection Services
Martin Caro
Sr. Building Inspector
Profile Summary
Registration: ICC Building Inspector
Safety Assessment Program
Water Technology Certification
Experience: 20 Years
Mr. Martin Caro has more than 20 years of building inspection experience for public agencies.
Extensive building inspections include public buildings, commercial and retail construction, medical and educational facilities, high-rise structures, single-family dwellings, and multi-family developments. He coordinates with plan check staff, other municipal departments and agencies at the permit issuance stage and when finalizing permits and ensures agency compliance with project conditions of approval prior to certificates of occupancies.
Relevant Project Experience
Willdan Engineering - City of Fontana, CA. Building Inspector. Mr. Caro provides field review of plans and specifications and provides inspections for conformance with uniform building code and pertinent provisions of state and city ordinances.
Willdan Engineering - City of West Covina, CA. Building Inspector. Mr. Caro provided field review of plans and specifications and provides inspections for conformance with uniform building code and pertinent provisions of state and city ordinances.
Willdan Engineering. Mr. Caro provided building inspection services to the Cities of Loma Linda, Grand Terrace, Colton, Indian Hot Springs, Redlands, Barstow, and Big Bear, California. Mr. Caro oversaw projects for Lowe’s and the San Manuel Village in the City of Highland, California. 804
CITY OF FONTANA Plan Review and Inspection Services
Roy Arias
Sr. Building Inspector
Profile Summary
Education: Riverside Community College
Construction Technology
Registration: ICC Building Inspector
ICC Residential Electrical Inspector
ICC Mechanical Inspector
ICC Plumbing Inspector
Experience: 22 Years
Mr. Roy Arias has over 25 years of experience in the construction industry and more than 20 years serving as a Building Inspector. Roy’s experience includes multiple types of inspections including Property Condition Assessments, Construction Project Monitoring, Municipal, and Structural/Wood Destroying Organisms (WDO). He has certifications in Building, Electrical, Plumbing and Mechanical inspection.
Relevant Project Experience
Willdan Inspector -
▪ City of Hemet
▪ County of Riverside
Building Inspector – City of Indio
Building Inspector II during peak growth of City including extensive new commercial construction, City fire stations and senior and teen centers. New commercial tract and custom home construction inspection. One-year assignment to code violation-based complaint project, including issuance of compliance orders and correspondence.
Building Inspector – City of Riverside
Building Inspector I - promoted to Building Inspector II. Initially performed primarily residential inspection of new residential developments and various associated projects. Upon promotion to Building Inspector II, duties expanded to include non-residential projects such as new commercial buildings, additions, and tenant improvements. Investigated unpermitted work. Issued compliance orders and subsequent correspondence.
Contract Building Inspector – City of Corona
Worked and trained under the supervision of the Supervising Building Inspector. Performed inspections of various residential projects. Duties later expanded to include new single family residential construction.
805
CITY OF FONTANA Plan Review and Inspection Services
Allen Elkins
Sr. Building Inspector
Profile Summary
Education: College of the Desert
Construction Management
Registration: ICC Combination Inspector
ICC Residential Building Inspector
ICC Residential Energy Inspector/Plans Examiner
ICC Building Plans Examiner
ICC Residential Mechanical Inspector
ICC Accessibility Inspector/Plans Examiner
ICC Commercial Electrical Inspector
ICC Residential Electrical Inspector
ICC Residential Plumbing Inspector
ICC Commercial Building Inspector
ICC Certified Building Official
ICC Commercial Plumbing Inspector
ICC Commercial Mechanical Inspector
ICC Fire Inspector I
ICC Fire Inspector II
ICC Fire Plans Examiner
ICC Mechanical Plans Examiner
ICC Plumbing Plans Examiner
ICC Fuel Gas Inspector
ICC Building Code Specialist
ICC Master Code Professional
Experience: 10 Years
Mr. Allen Elkins has over 40 years of experience in the construction industry and more than 10 years serving as a Building Inspector. Allen’s experience includes multiple types of inspections including residential and commercial. He has numerous certifications in Building, Electrical, Plumbing and Mechanical inspection.
Relevant Project Experience
Willdan Inspector – Numerous jurisdictions
Sr. Building Inspector – City of Indio
Performed commercial and residential inspections for building, mechanical, electrical and plumbing to ensure that construction, alterations and demolitions comply with State and City ordinances.
Consulted with builders, developers, contractors and homeowners regarding compliance with appropriate codes and ordinances.
Sr. Building Inspector – City of San Mateo
Performed commercial and residential inspections for building, mechanical, electrical and plumbing to ensure that construction, alterations and demolitions comply with State and City ordinances.
Consulted with builders, developers, contractors and homeowners regarding compliance with appropriate codes and ordinances.
806
CITY OF FONTANA Plan Review and Inspection Services
David Lackyard
Sr. Building Inspector
Profile Summary
Registration: ICC Combination Inspector
Experience: 18 Years
Mr. Lackyard has more than 18 years of experience in the construction and building industry. He has extensive experience in inspection services and architectural plan review. His inspection expertise includes complete fire-life safety building code enforcement, model codes in plumbing, mechanical and electrical as well as the California Building Standards, Title 24 Energy Standards, Accessibility, and ADA requirements. David also is proficient in CAD drafting and design.
Relevant Project Experience
Willdan – Inspection Services
Mr. Lackyard has provided building inspection services to various municipalities including:
▪ City of Brea
▪ City of Highland
▪ City of San Bernardino
▪ March Joint Powers Authority
▪ Morongo Band of Mission Indians
Willdan – Plan Review Services
Mr. Lackyard provides building plan review services for a number of municipalities including:
▪ City of Moreno Valley
▪ City of Norco
▪ City of Fontana
▪ City of San Bernardino
▪ County of San Bernardino
▪ City of Highland
▪ City of San Luis Obispo
807
CITY OF FONTANA Plan Review and Inspection Services
John Baker
Sr. Building Inspector
Profile Summary
Registration: ICC Residential Building Inspector
ICC Commercial Building Inspector
Contractor License B #618302
Experience: 26 Years
Mr. Baker has more than 26 years of experience in the construction and building industry. Extensive building inspections include public buildings, commercial and retail construction, medical and educational facilities, high-rise structures, single-family dwellings, and multi-family developments. He coordinates with plan check staff, other municipal departments and agencies at the permit issuance stage and when finalizing permits and ensures agency compliance with project conditions of approval prior to certificates of occupancies.
Relevant Project Experience
Willdan – Inspection Services
Mr. Baker provides building inspection services to various municipalities including:
▪ City of San Bernardino
▪ City of Loma Linda
▪ City of Grand Terrace
▪ City of Highland
▪ City of San Bernardino
▪ March Joint Powers Authority
▪ Morongo Band of Mission Indians
City of Redlands – Building Inspector II
Performed commercial and residential inspections for building, mechanical, electrical and plumbing to ensure that construction, alterations and demolitions comply with State and City ordinances.
Consulted with builders, developers, contractors and homeowners regarding compliance with appropriate codes and ordinances.
RKA Consulting Group – Building Inspector/Permit Technician Oversaw building permit applications process from intake to issuance. Maintained permitting systems and inspection records. Performed residential building inspections. 808
CITY OF FONTANA Plan Review and Inspection Services
James Rotondo
Sr. Building Inspector
Profile Summary
Education: Riverside Community College
Associates Degree - Welding
Registration: AWS Certified Welding Inspector
AWS Certified Welder
ICC Structural Welding Special Inspector
ICC Structural Steel & Bolting Inspector
ICC Reinforced Concrete Special Inspector
ICC Commercial Building Inspector
Experience: 20 Years
Mr. James Rotondo has been involved with construction industry for over 20 years and is an accomplished Inspector through ICC and AWS. Mr. Rotondo’s experience includes:
Inspector of Record, (IOR) materials testing, special inspection for structures and deep foundations on such projects as commercial buildings, water treatment plants, pipelines, pump stations hospitals and schools.
Responsibilities include certifying to government agencies that buildings and their support utilities systems are constructed in conformity with the approved design and code by verifying the fabrication of materials, evaluating the use of proper procedures and techniques, checking that materials are of proper quality, verifying that work is performed and installed according to approved plans and specifications, providing conformance reports, scheduling of special inspections, interaction with design professionals, and document control during the construction process.
Relevant Project Experience
Building Code Inspection Services, Various Agencies, CA. Inspector. Currently provides special inspections as well as Building Code inspection for the following agencies:
▪ City of Beaumont
▪ City of Rialto
▪ City of San Bernardino
▪ Soboba Tribal Gaming Commission
Harbor UCLA Emergency & Surgery Replacement Project. Lead inspector for special inspection. Duties include; coordinating and performing inspection, scheduling of structural steel and welding, nondestructive testing, fireproofing, rebar and structural concrete, drilled in wedge anchors, epoxy dowels and document control. Project included multi story addition with new elevator tower to existing building.
Rideout Memorial Hospital, Marysville, CA. Inspection of shop fabrication on multi story hospital building. Duties included material identification, scheduling of ultrasonic testing, monitoring of preheat, inspection of Moment and Buckling-Restrained Braces and welding procedures.
Rancho Mirage High School, Palm Springs, CA. Inspection of structural steel, high strength bolting, steel decking, and welding of structural steel and gas pipe. Duties included material identification, scheduling of ultrasonic testing, and document control. Project included 9 buildings consisting of multistory classrooms, gymnasiums, library, theater, central plant, and cafeteria.
Soboba Casino, San Jacinto, CA. IOR and inspector of construction for the new casino. This was a seven story building with a casino and hotel.
City of Beaumont, CA. IOR for three story Amazon Warehouse for the City of Beaumont. Duties included overseeing special inspectors as well as inspection of structural, electrical, plumbing, mechanical and disabled access.
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CITY OF FONTANA Plan Review and Inspection Services
Darin Wilcox
Sr. Building Inspector
Profile Summary
Registration: ICC Residential Combination Inspector
Safety Assessment Program
Experience: 25 Years
Mr. Darin Wilcox has more than 25 years of experience in the construction industry, including 16 years of experience as a building inspector.
Darin’s experience includes reviewing building plans and inspecting for correct installation and materials used for state and local code compliance and well as coordination with contractors, municipal staff, and City departments. Darin is available to assist our Southern California clients with Building and Safety inspection services.
Relevant Project Experience
City of Palm Desert, Ca – Building Inspector II
Performed State mandated visual inspections from a building’s foundation to building final through all phases of code required building, electrical, mechanical, plumbing, title 24 energy requirements, Cal-green building requirements, and California accessibility requirements. Provided plan review assignments in residential and commercial photovoltaic electric solar, hydronic solar water heating, and in-ground swimming pool construction. Served as the Building Department's manufactured home installation specialist, knowing the requirements under HCD (Housing and Community Development) jurisdiction and the California Building Codes. Assigned, scheduled and routed four other inspectors to designated areas and to investigate code issued complaints City wide.
County of Riverside, Ca – Building Inspector II
Provided inspections f o r residential, commercial buildings and a variety of agricultural type equipment for maintaining compliance based on the Uniform building, plumbing, mechanical and national electric codes.
810
CITY OF FONTANA Plan Review and Inspection Services
Bruce Pelletier
Sr. Building Inspector
Profile Summary
Education: AS, Science Fire Science Technology, College of the Desert, Palm Desert, CA Registration: ICC Residential Building Inspector
ICC Commercial Building Inspector
ICC Certified Building Official
Fire Prevention Officer, California State Fire Marshal’s Office Fire Prevention 1A, 1B, 1C, 2A, 2B, 2C, 3a, and 3B, California State Fire Marshal’s Office Fire Investigations 1A and 1B, California State Fire Marshal’s Office Fire Management 1 and 2E, California State Fire Marshal’s Office Firefighter I, California State Fire Marshal’s Office
Arrest and Firearms (PC 832)
Experience: 32 Years
Mr. Bruce Pelletier has 32 years of experience in the Municipal Fire and Building Department performing commercial/residential combination plan reviews, inspections, supervising inspectors and creating inspection programs. Mr. Pelletier is available to assist our Southern California clients with plan review and inspection services.
Relevant Project Experience
City of Indian Wells, , CA. Fire Marshall/Building Inspector 2/Code Enforcement. As Fire Marshall, Mr.
Pelletier reduced the risk of fire and injuries to the public, ensured public safety was maintained by enforcing codes and ordinances relative to fire and life safety issues associated with commercial, industrial, and residential development; coordinated the inspection of commercial buildings and enforced hazardous materials regulations; worked with Developers and City departments on projects impacting fire protection services, interacted with Developers, Architects, and Engineers to meet the fire protection requirements for buildings and developments by reviewing all architectural blueprints, development plans, and proposals submitted in the City of Indian Wells. As Building Inspector, Mr. Pelletier performed on-site field inspections of residential and non-residential buildings, related to mechanical, plumbing and electrical, verified code compliance for new and existing buildings, and prepared reports and correction lists for various stages of completion. As Code Enforcement, Mr. Pelletier enforced municipal codes within the City. He conducted field inspections, and if violations were present, he composed Courtesy Notices, Notices of Violation, Administrative Citations, or Stop Work Notices related to municipal code violation(s).
He prepared reports and tracked case files related to such matters and delivered insightful solutions to resolve construction problems.
Riverside County Fire Department, Riverside, CA. Deputy Fire Marshall (Cove Communities).
Mr. Pelletier conducted field inspections of hazardous and complex occupancies; investigated complaints involving violations on codes, ordinances and regulations; recommended changes in design, construction or installation of equipment based on analyses of present or potential fire hazards; and assisted in enforcing fire codes and pursuing legal prosecution of violators.
City of La Quinta, CA. Code Enforcement Officer. Mr. Pelletier responded to and investigated complaints regarding violations of City ordinances; issued notices of violations; stipulated necessary changes for ordinance compliance; and took appropriate action to ensure compliance. 811
1 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
PROPOSAL
CITY OF FONTANA
PLAN REVIEW AND INSPECTION SERVICES
BS-24-05-SP
FOR THE CITY OF FONTANA
Attn: Steve McGuffey
Purchasing Office
City of Fontana
8353 Sierra Avenue
Fontana, CA 92335
CONTACTS REGARDING THIS PROPOSAL
Craig Baptista, M.B.A.
Vice President, West - Plan Check & Inspection
Bureau Veritas North America, Inc.
220 Technology Drive, Suite 100
Irvine, CA 92618
O. 916.514.4516 | C. 916.291.9151
E. [email protected]
August 17, 2023
Proposal No. 6475451
Trang Huynh, P.E., C.B.O.
Regional Manager
Bureau Veritas North America, Inc.
220 Technology Drive, Suite 100
Irvine, CA 92618
O. 714.431.4123 | C. 714.487.4223
E. [email protected]
812
COVER LETTER
1 Craig Baptista, M.B.A.
Vice President, West - Plan Review and Inspection
220 Technology Drive, Suite 100, Irvine, CA 92618
O. 916.514.4516 | C: 916.291.9151
E. [email protected]
Trang Huynh, P.E., C.B.O.
Regional Manager / Project Manager
220 Technology Drive, Suite 100, Irvine, CA 92618
O. 714.431.4123 | C: 714.487.4223
E. [email protected]
August 17, 2023
Attn: Steve McGuffey
Purchasing Office
City of Fontana
8353 Sierra Avenue
Fontana, CA 92335
[email protected]
RE: RFP for City of Fontana - Plan Review and Inspection Services - BS-24-05-SP Dear Mr. McGuffey,
Bureau Veritas North America, Inc. (BV) is pleased to submit our propoal to provide Plan Review and Inspection Services to the City of Fontana (City). Our proposal will highlight previous experience in providing similar services to nearby jurisdictions.
We have the breadth and depth of resources, skills and expertise needed to provide the requested services for the City. We have served nearly 200 agencies with building plan review and related services throughout California over the course of 48 years. In addition, we are pleased to have been serving the City of Fontana with the requested services since 2018, providing structural, mechanical, electrical, plumbing, architectural, CASp plan review, as well as grading plan check, on a variety of projects.
BV understands that the City of Fontana is seeking consultants to provide Plan Review and Inspection Services to support its growing community. We are keenly aware of the desire for high-quality customer service, timely reviews, reliability, responsiveness and cost-effective solutions. Our commitment to provide accurate and appropriate solutions to our clients and our ability to quickly and efficiently meet the needs of the communities that we serve makes BV an ideal partner for the City of Fontana. We offer optimal solutions to deliver quality services, including:
▪ Unparalleled plan review and related building safety services by licensed and certified professionals ▪ Proven experience in serving growing communities and jurisdictions throughout California ▪ Established relationships to ensure timely reviews, transparency and responsiveness ▪ Depth of resources to maximize flexibility and deliver quality services ▪ Electronic review and best practices to consistently meet turnaround schedules Our partnership with the City of Fontana will be managed through our regional office in Irvine, with support as needed by additional staff, enabling quick and efficient responses. The designated Project Manager for the provision of services will be Trang Huynh, P.E., C.B.O., Regional Manager, in tandem with support from from Armil Allahyarian, M.S., Business Operations Manager. Craig Baptista, Vice President, West - Plan Review and Inspection is your point-of-contact with legal authority to bind the terms of the contract. BV looks forward to an expanded successful, professional relationship with the City of Fontana by providing excellent Plan Review and Inspection Services, promoting transparency in our work and exceeding your expectations.
Sincerely,
813
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
TABLE OF CONTENTS
A. Introduction .....................................................................................................................................................4
1. Methodology and Approach ...............................................................................................................4
2. Team and Firm.................................................................................................................................... 16 B. Qualifications................................................................................................................................................ 18 C. Personnel....................................................................................................................................................... 23 D. Reference....................................................................................................................................................... 27 E. Authorization ................................................................................................................................................ 30 F. Insurance........................................................................................................................................................ 32 G. Professional Fee........................................................................................................................................... 34
APPENDIX
Resumes ............................................................................................................................................................ 36 Plan Correction Comment Letters ................................................................................................................ 53 814
BUREAU VERITAS 220 TECHNOLOGY DRIVE, SUITE 100, IRVINE, CA 92618 P 949.860.4800 | WWW.BVNA.COM
3 A. INTRODUCTION
815
A.1. METHODOLOGY/APPROACH
4 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
MEETING THE CITY OF FONTANA’S NEEDS
BV understands that the City of Fontana is seeking consultants to provide Building Permit Plan Check Services and Building Inspection services. We understand that this past fiscal year the City has reviewed and processed over 3,300 plan checks; performed over 28,000 inspections; and issued over 5,700 permits with a total valuation of about 300 million dollars.
BV can provide all of the requested services which will be presented in our proposal as outlined below.
Plan review and inspection of any and all types of structures including, but not limited to, single family dwellings, multifamily dwellings, industrial and commercial buildings for compliance with all adopted codes, local ordinances, state and federal laws. Our proposal will include the following:
▪ Plan review of residential, industrial and commercial buildings, grading and all other types of structures
for compliance with all local ordinances, state and
federal laws that pertain to Building and Safety and
for compliance to the adopted California Building
Standards Code.
▪ Field inspection of permitted structures of residential, commercial and industrial buildings, grading and
all other types of structures under construction
for compliance with all local ordinances, state and
federal laws that pertain to Building and Safety and
for compliance to the adopted California Building
Standards Code.
▪ The method for transporting the plans for review
for the first check and for all rechecks, to and from
the Fontana Office of Building and Safety, to the
Consultant’s Office where the plan check service will
be completed.
▪ The calculation of all Building and Safety related
fees, based on the City of Fontana’s adopted fee
resolution.
▪ The turn-around time (including transportation
of plans) for the first initial plan review and the
estimated turn-around time for each subsequent
plan review (recheck).
▪ The submittal of two completed typed listing of all
required plan corrections.
▪ The arrangement and attendance of any required
meetings, connected with the plan review or field
inspection of the projects.
▪ Electronic plan check services. If requested by the
City, BV shall provide additional documentation
of these services, including sample documents
generated by the system and a live demonstration
of the service for evaluation by the City.
▪ Fees and total costs for the Plan Review and
Inspection Services.
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5 ensuring all work is in conformance with the requirements of the City and all other applicable codes. Resources
can be adjusted on fast-track projects, as needed, to
meet demanding schedules. Personnel assigned to City
projects are available to attend meetings at the City to address questions or discuss issues with the City staff, design team, and/or construction team which may
arise on a project and provide guidance for City staff, applicants, designers, and contractors. Consistency,
responsiveness, efficiency, and a positive attitude are key components of the firm’s approach.
As an ISO 9001 certified firm, BV undergoes systematic, independent audits of its management systems to
meet rigorous objectives and provide continuous
improvement in key areas. The firm consistently
incorporates proven best practices and protocols as
part of its quality management system to meet and
exceed ever-increasing customer requirements. These
tools include implementation of an established quality
assurance/quality control program using the BV CARE
program for the intake, track, and review of plans to
enhance quality and streamline processing/approval;
electronic plan check to expedite turnaround times
which save time and money; and the utilization of
web-based document control system which fosters
collaboration, 24/7 access to documents and reports,
and enhances overall communication.
To ensure the work assignment is being performed at the highest professional level, BV relies on the management and technical excellence of its personnel and a proven
QA/QC program. This assures the quality of all work
performed under this contract meets City approval. BV
has developed and implemented corporate QA policies,
consistent with all applicable federal and state regulatory requirements and standards, covering all aspects of
project performance, technical quality, and peer review.
These policies are implemented at each professional and technical level to provide a well-balanced, independent QA program, which assures the quality of reports,
technical reviews, annuals and other documentation
prepared by BV. This ensures the product is consistent
with the established standards from the standpoint of
quality, validity, and legal defensibility.
▪ Identify Client Needs: Identifying the clients’
requirements and expectations is a key initial
PROPOSED APPROACH TO TYPICAL PROJECTS
BV is able to provide both the plan review and inspection services requested in the City of Fontana’s RFP.
The firm’s personnel have performed and managed
plan review for thousands of projects. Project types
include office and industrial, hotels, institutional
occupancies, single-family tract and custom homes,
tilt-up shells, tenant improvements, and infrastructure.
BV is the largest plan review firm in the United States, providing full service code consulting and plan review
services. BV staff have considerable review experience
of virtually any structure requiring permits, plan reviews, and inspections. Geotechnical, lab testing, and other
reports are considered in the plan review process.
The firm is well positioned to meet the needs of the
City and deliver discipline-specific plan reviews (e.g., structural, mechanical, access, street, drainage, map,
civil infrastructure, etc.).
The firm has specific experience working through
a variety of challenges including infill commercial
development, adaptive reuse and change of occupancies
of existing buildings, retrofit of un-reinforced masonry or soft-story buildings, large commercial shopping centers and mixed-use multi-family developments, live-work
projects, and high tech, research and development
facilities.
BV’s plan review services for the City shall endeavor to adhere to current codes, with detailed plan review letter comments, reference plan sheets numbers and code
sections, and two copies (one electronic) of the plan
review corrections list are provided for each reviewed
project. Services include recheck of plans after the
applicant has made corrections, review and recheck of
field changes, and deferred submittals and review and
recheck of additional work on the project as needed
METHODOLOGY AND APPROACH
BV provides full service building department
administration including plan review, inspection, and
permit technician services for numerous agencies.
We offer services which range from reviewing a single,
complex, or unique project to handling all plan review
needs for a City. The firm’s personnel are dedicated to providing the highest level of customer service and
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
A.1. METHODOLOGY/APPROACH
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6 ▪ Energy code plans examination
▪ Accessibility requirements including
о Barrier free plans examination requirements
о Disabled access
о CASp
о ADA
▪ Green Building and LEED consulting including:
о LEED submittal consultation
о Green building consulting including CAL Green
о ENERGY STAR verification
о Energy efficiency audits
▪ Solar Review
If requested by the City, optional services available
▪ Civil plans examination including:
о Soils, grading and drainage
о NPDES/SWPPP
о Development
о Infrastructure
о Water and wastewater
о Sewer
▪ Fire, life & safety plan reviews including:
о Fire sprinkler/fire alarm
о Smoke detection and dampers
о Underground fire systems
Architectural Review
BV blends the knowledge of local conditions with a large pool of California licensed or certified building safety experts equipped to handle all building department
needs. The firm is able to tailor its solutions specific to the City as a result of having provided plan review, inspection services, specialty reviews, and municipal
administrative support for over 48 years.
Structural Review
BV is uniquely qualified and experienced in structural
review and inspection. The firm has plan review and
inspection personnel which have specialized experience
with multi-family residential, hotels, resorts, retail, commercial, industrial, high-tech facilities, etc. BV has several experienced structural engineers on staff who
are immediately available to tackle the City’s most
complex projects. BV can provide a complete structural
review of design drawings, details, and calculations for step to BV’s client-focused approach. BV actively listens and maintains sensitivity to unique issues, priorities, and organizational culture to
work in partnership to assess diverse needs and
special initiatives.
▪ Strategic Planning: With this partnership, BV establishes a clear plan of action to institute priorities, identify stakeholders/processing agencies, formulate communication protocols, and align
services with mutually-defined needs and objectives.
▪ Concise Scoping/Implementation: A clear and
concise scope, schedule, and budget are developed. BV assigns expertise which mirrors the clients’ needs and implements best practices to
maintain project momentum.
▪ Project Management: Proactive management
ensures cost and schedule control and streamlined communication among team members.
BV uses appropriate best practice tools to effectively and efficiently deliver the City’s assignment within budget and schedule. No matter what the need, the firm’s goal is to deliver integrity, impartiality, accountability, efficiency, quality, and transparency.
REQUESTED SERVICES OVERVIEW
Plan Review
BV has the capacity to provide the following permit and plan review services to the City of Fontana:
▪ Architectural plans examination
▪ Structural plans examination
▪ Mechanical, electrical, and plumbing code plans
examination
▪ Review and approval of alternate materials,
alternative design and methods of construction
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
A.1. METHODOLOGY/APPROACH
818
7 throughout California to meet the requirements of
SB 1608. Additionally, the team includes ICC Certified
accessibility plans examiners and inspectors who
routinely conduct accessibility reviews of projects
throughout the state from minor restroom upgrades to
significant ADA compliance improvements.
Fire Plan Review
BV staff have the capacity to consult closely with the local Fire Department Chief or their designated representative on any areas which require code interpretation or where alternate methods are being proposed and considered.
The firm’s proposed fire plan check engineers have
specific experience working with multiple types of
facilities to ensure compliance with applicable codes,
standards, and amendments, including CFC, CBC,
the Adopted National Fire Protection Standards, the
California Health and Safety Codes, CSFM, and U.L.
BV’s experience includes written comments and verbal
communication with applicants to better understand
requirements and provide direction for compliance, as
well as close communication with fire departments to
clarify policies, code interpretations, plan review status, and procedures. BV has reviewed hundreds of projects
for fire safety components, including NFPA 13, NFPA 72, and NFPA 101, among others.
Green Building Review
BV has plan review engineers, plans examiners, and
inspectors who are well versed and experienced with
energy code compliance. Firm staff have been involved at various levels of energy code development in California and are certified to review and inspect for energy codes.
BV staff have reviewed plans, and inspected projects,
which incorporate new technology, and complex energy
code compliance. The firm has staff available to the City who are CAL Green Certified.
Grading Design Review
BV’s team includes Civil Engineers and plan review
personnel who are well versed in the provision of
development review and engineering plan check
services. Gradiing plans outline the criteria for land
development and typically include design elevation,
surface gradient, lot type, and swale location, as well as displaying elevations, dimensions, slopes, drainage
systems, etc. The firm’s personnel are able to review
these plans to ensure they are in full compliance with
applicable codes and ordinances.
both vertical loads and lateral seismic and wind forces, in accordance with the California Building Code structural provisions.
Mechanical Review
The California Building Code is supported by ancillary
codes such as the California Mechanical Code and any
others specifically designated and adopted by the City.
BV’s staff includes licensed and certified mechanical
engineers and inspectors who have the knowledge,
training, and experience necessary to review plans
for compliance with these codes. Firm staff, who are
available immediately to the City, have reviewed heating, cooling, distribution and return air systems, hoods,
and product conveyance system plans for a variety of
projects including single family residential, multi family residential, custom homes, resorts, and hotels.
Electrical Review
Electrical review and inspection to verify energy
compliance is included in all projects in accordance
with mandates from the applicable energy standards
for non-residential construction. The firm has licensed and certified electrical engineers and inspectors with
extensive plan review and inspection experience
which have reviewed service installation, transformers, emergency power, panel distribution, single line
diagrams, power, and lighting system plans for single
family residential, multi family residential, custom
homes, resorts, and hotels.
Plumbing Review
The California Building Code is supported by ancillary
codes such as the California Plumbing Code and any
others specifically designated and adopted by the City.
BV’s staff has the knowledge, training, and experience
necessary to review plans and inspect construction
for compliance with these codes. The firm has licensed
and certified mechanical engineers on staff to assist
with plumbing reviews when needed. Firm staff have
reviewed fuel gas, medical gas, potable and non-potable water piping and waste piping systems, and rainwater
system plans for single family residential, multi family residential, custom homes, resorts, and hotels.
CASp / Disabled Access Review
BV has CASp certified individuals who are able to respond to the needs of the City quickly. The firm currently
provides CASp certified individuals to jurisdictions
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
A.1. METHODOLOGY/APPROACH
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8 ▪ Provide a thorough architectural and structural
review of design drawings and details for compliance with the California Building Code architectural provisions, including provisions for safety glazing, building security and noise insulation performance standards, to name a few. These
reviews can also be performed on revisions to
plans which have previously been approved for
permit issuance.
▪ Preparation of a review letter report
▪ Plan review management.
▪ BV assures that corrections are handled as
quickly and as clearly as possible. Our goal is
to help the applicant through the plan review
process. All corrections are identified based on
compliance with specified codes and regulations.
Generally, corrections are identified in two ways. Notes are made on plans during electronic review or on hard
copy plans if appropriate, and a correction sheet is
generated, detailing what items need to be addressed
before plans can be approved. The City shall approve
the development of any customized correction sheets.
Correction sheets for specific projects shall be forwarded to the City along with a cover memo containing at least the following:
▪ The date(s) plans were received and reviewed
▪ The date(s) the applicant was notified of completed plan reviews ▪ The name and phone number of the applicant
During the plan review process, BV is prepared to meet
with the applicant or architect/engineer, City employees or consultants at any time. Telephone discussions or
meetings at project sites are welcomed to assure that any plan review issues are handled efficiently. We propose to meet at the offices of the building and safety division or at a particular project site. Our goal is to issue approved plans as quickly as possible but in full compliance
with laws, codes, ordinances and regulations. Upon
completion of the plan review, the following information package is prepared and logged as a minimum:
✓ Completed plan check documents including
sign-offs
✓ Transmittal letter documenting any conditions
associated with issuance of a permit, if any
✓ Marked up plan review documents
Plan Review Process
Our team becomes familiar with the requirements of a
public agency before beginning a review and continually monitors trends and legislation in order to advise the
City on ordinances and standard practices to consider
for adoption. BV has extensive public sector experience, which assures that public interests are fully protected.
We understand that careful consideration of issues and
impacts are needed in addition to technical expertise.
We have devoted a great deal of time over the years to
refining our approach and developing documentation
to assist our clients and train our personnel to ensure highly efficient plan review procedures.
BV will work to ensure that submittals are properly
coordinated and tracked by following an established
internal plan check coordination process in which each
plan received for review is entered into our ProTrack
database, processed and returned on time to the client.
BV is able to seamlessly perform multiple active
plan checks of significant size simultaneously. Our
plan tracking procedures are designed to track each
submittal throughout the review process and maintain
accurate and comprehensive records for each submittal.
To accomplish this we:
▪ Screen and log each application to assure that
they are routed to all plan reviewers in a timely
manner. In addition to utlizing our own internal tracking system, we will enter and monitor plan-checking information into the City’s portal
▪ Submittals are reviewed for compliance with all
ordinances. The log serves as a tracking device
to assure turnaround times and completeness
of the review.
▪ Plan reviews will be done in accordance with local, state and federal regulations with which local jurisdictions are mandated to enforce as well as
all codes and ordinances in effect by adoption at
the time of plan review. Preliminary consultations
will be provided to the applicant upon request,
to assist and guide them in the design and plans
preparation process.
▪ Information shown on each permit application
is verified. Construction valuation is based on
information provided by the City of Fontana and
compared to estimates provided by the applicant.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
A.1. METHODOLOGY/APPROACH
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9 Electronic Plan Review Services
BV will continue to work with the City’s existing system but offers alternatives should the City be interested in learning about more options. Digital plan check uses a
software which presents customers with a convenient
alternative solution to printing and delivering paper
plans to City offices at zero cost. This modern solution has become especially valuable as municipalities seek
to continue service delivery to their communities while focusing on health and safety during the COVID-19 crisis.
BV accepts utilizing the City’s software to enter and track plan checks and permit information upon examination
of this system.
BV provides an alternative solution to traditional plan checking. With GoPost, BlueBeam, Adobe Acrobat, or
other similar software, our plan reviewers can quickly and accurately review plans for compliance with applicable
codes. Plans are submitted as PDF files via a secure and confidential FTP site. These plans are then reviewed by our personnel who are able to place comments and
redlines directly on the plans, corresponding to areas
needing revisions.
Redlined plans with comments are then forwarded
to, or placed on the secure FTP site for the designers, engineers, and architects. The City also has access to the FTP site. Plans can then be revised and resubmitted via the same method described. If all items were resolved,
hard copy plans are sent to BV for approval stamps and
signatures.
Clients who have a plan review going through the online process are able to see where their plans are in the review process, ask questions, receive comments, submit
updates, and more. Bluebeam GoPost accepts multiple
file types, from AutoCAD to PDFs, Word, and more.
✓ Two sets of approved building plans
✓ Backup documents and reports
✓ Documents provided in desired City format
Transmittal of Plans and Correction Lists
BV assumes responsibility for the pickup and return of
plans. All plans shall be picked up from the City offices within 24 hours of notification. Should the volume of
work be sufficient, we propose to establish regular pick up of plans on a consistent basis. We will also utilize shipping courier, at no additional cost to the City. Upon completion of each plan review, we will forward a copy
of the correction list to both the City and the applicant, by email. When corrected plans are resubmitted, the
previous procedure will be followed or the applicant
may schedule an office visit to go over any corrections in person. When plans are completed they are stamped,
signed and forwarded by BV personnel. Our transmittal
forms will be customized for the City of Fontana.
Plan Review Turnaround Times
BV provides plan review activities on a fast-track basis to reduce the impact on project contraction schedules.
Turnaround times for each submittal relate to the size
and nature of the submittal and impact on the project
construction schedule. To reduce turn around times for
plan check, the firm uses electronic submittals, phased submittals, conference calling, video-conferencing, and visits by plan check staff to design offices of the engineer or architect.
Turnaround Times
BV has built long-term partnerships with many
agencies and municipalities. The firm understands
accuracy, efficiency, and integrity in all aspects of
professional services is required. Testimony to BV’s
professional excellence is the fact it has a large number of repeat clients and client referrals. Because of the
firm’s large pool of accessible resources it is able to assemble experienced personnel in order to assist with
project schedule recovery when necessary. BV also
accommodates preliminary reviews to facilitate fast
tracked or accelerated projects. This aids with timely
turnaround and creates good public relations. The
firm’s staff makes recommendations for resolutions if
requested. The firm also meets with agencies, City staff, and citizens, as needed, to discuss its findings.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
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10 inspection, ensuring structural or architectural
changes have been stamped as approved by
appropriate authority and recognizing the need
for and requiring plan checks for electrical,
plumbing, and mechanical code requirements.
▪ Perform and document inspections on
construction projects to determine all aspects
of the project such as foundations, building,
electrical, plumbing, and mechanical systems
conform to the applicable building codes,
zoning ordinances, energy conservation, and
disabled access requirements including known
local, city, state, and federal requirements.
▪ Review plans for building construction,
plumbing, electrical, and mechanical details
prior to making inspection.
▪ Bring to the attention of the City for approval
of certain changes in building, plumbing,
mechanical, electrical, and related work
consistent with code and ordinance
requirements.
▪ Participate in reviews with fire, health, and other
government agency inspectors & owners.
▪ Maintain a record of non-complying items and
follow up to resolution of such items.
▪ Upon request, the firm will inspect existing
buildings for substandard, unsafe conditions.
Virtual Inspections
BV is able to conduct virtual, no-contact field inspections in an effort to continue progress at as many active
jobsites as possible for both new and existing clients.
Using interactive technology, our building inspector
will participate in a live session with the contractor to perform the inspection(s) remotely through the use
of a mobile device. Our goal is to allow construction to progress while maintaining a safe environment for all
involved through social separation.
The firm strongly believes in the long term value of these digital platforms and in their potential to change how
inspection services are executed. The circumstances
faced by society will be a catalyst to help drive the
adoption of this new service, but once the ease of use
and value creation is experienced first-hand BV believes it will become a standard component of inspection
programs.
Digital plan check has numerous advantages including,
but not limited to, the following:
▪ Eliminate the need to physically print and carry
plans to the City - Upload plans anytime from
anywhere.
▪ Know project status at all times - Check where
plans are and find out when reviews are completed.
▪ Use the GoPost online portal to communicate
with the review team - Ask and answer questions; make changes. ▪ Reduce printing and courier costs - Checklist
and plan markup downloads make it easy to
perform corrections and resubmit documents
online.
Electronic plan submittal and commenting allows for
economical movement of plans and quick turnaround
times. Plans with comments can be viewed and
discussed as needed to resolve issues quickly and
efficiently.
BV has successfully implemented and utilized digital
plan review in over 60 federal, state, and local agencies for multiple years.
Building Inspection
BV inspectors are ICC certified and have extensive
experience in the construction trades as well. Fasttrack projects may be built into small phases based on incremental design and fabrication steps. In such cases, the firm’s inspection team keeps daily logs to track
corrections and plan review changes.
BV’s inspection team also has the capacity to provide
on-call building inspection services to cover personnel vacation time, peak work loads, specialized inspection
activities, and any other situations which may arise.
These activities may include next-day inspections and
same-day response to important or urgent requests.
BV’s building inspection services can be adjusted to
provide a high level of coordination specifically suited to the design-build concept.
BV is able to provide the City with ICC certified personnel to provide the following services:
▪ Read and study project specifications, plans, and
drawings to become familiar with project prior to
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
A.1. METHODOLOGY/APPROACH
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11 ▪ Prepare correspondence and various reports,
collect and analyze data; make effective oral
and; written presentations
▪ Summarize substantial file materials into clear
and concise written reports and accurately
compute simple statistical analyses Negotiate
correction action plans with property owners to
abate violations
▪ Coordinate summary abatement process including selecting contractors and monitoring their performance, enforcing, investigating, and
interpreting code and ordinance violations
▪ Process cases in accordance with City procedures and standards and in accordance with federal, state and local laws
BV’s remote inspection services ensure the firm can
keep its employees and City staff safe by reducing
direct contact, adhering to social distancing best
practices and keep critical tasks moving forward
with diminished need for in-person contact.
ADDITIONAL SERVICES
Permit Technician Services
BV is available to work and build positive relationships with the City’s staff to seamlessly staff the public counter, issue counter permits, answer plan review or inspection questions, and assist the public with a high level of
customer service. BV will provide the City with ICC
certified Permit Technicians and services may include,
but are not limited to, the following:
▪ Review permit applications for completeness
▪ Accept, login, and route plans
▪ Calculate and/or collect fees
▪ Issue permits
▪ eview and issue counter permits
▪ Maintain permit records
▪ Use jurisdiction permitting programs and/or
software (Our Permit Technicians will familiarize to using the City’s permitting system) ▪ Provide assistance with general office and administrative duties as assigned Code Enforcement Services
BV staff will work with the City representatives to
investigate violations of City codes and ordinances,
collect and analyze data, present cases to City Attorney, issue notices on violations and maintain an accurate
record of inspections and findings. Our team is
knowledgable regarding practices of code enforcement
and officer safety and City policies, procedures,
administrative and technical regulations. We are able to answer questions pertaining to inquiries, requests, and/ or complaints related to licensing and codes.
Typical duties of certified personnel include:
▪ Investigate alleged code violations in response
to public complaints
▪ Enforce violations of various City codes and ordinances ▪ Identify and investigate violations observed
while in the field;
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
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12 CARE PROGRAM – A PROVEN, FORMALIZED
AND INTEGRATED PLAN REVIEW PROCESS
BV employs innovative and creative approaches to
delivering our services. The plan review process we follow for efficient completion of concurrent task management
is shown in the flowchart below and managed through
our CARE Program, a formalized and integrated
process whereby Coordination, Analytical, Review,
and Expert management/quality control functions are
consistently implemented on each and every project.
We will implement a comprehensive program based on
best practices to validate that each and every review is thorough, accurate, consistent, and timely. This system’s success is based on thousands of hours of practical, realworld experience by our dedicated personnel and their unique ability to interact quickly and efficiently with your staff. The roles of each of our CARE elements include:
Coordinator:
Our clerical personnel will handle various administrative functions, such as logging information (project tracking, time budgeting), managing project controls, maintaining and distributing communications, reviewing agendas
and ordinance issues, and fielding calls on project status.
The Coordinator is the first line of contact for each
project submittal.
Analyst:
Our analysts will review submittals, title sheets, and nondesign items; maintain files; monitor due dates; monitor contract budget and status tracking reports; and
coordinate invoicing. Our analysts also maximize and
“right place” personnel resources to meet turnaround
times in a quality manner. When assigning resubmittals
to staff, our Analyst ensures consistency by passing the project to the same reviewer that performed the previous reviews. Reassignments are done when unforeseen
circumstances dictate.
Reviewer:
Our experienced building plan reviewers will routinely
review agency standards, ordinances, guidelines, and
checklists; create comments letters; coordinate project return with the coordinator; attend review meetings;
and communicate questions/solutions to project
stakeholders. Because of our depth of resources and
project tools (checklists, corrections letters, etc),
reassigned projects can be reviewed without missing
deadlines or causing unnecessary rechecks.
Expert:
BV experts will provide the final quality assurance
review of applicable plans, studies, and reports in
accordance with all accepted engineering, building
codes of different disciplines, Subdivision Map Act,
and industry professional practices. They will comply
with the applicable regulations; visit the client contact regularly; monitor project progress with the reviewer;
disseminate project/agency information to the team;
train team members; peer review comments letters;
and communicate questions/solutions to stakeholders.
Additionally, experts provide quality assurance reviews to each project which minimizes the number of
resubmittals.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
Bureau Veritas
Receives Plans &
Enters Information Into
Web-Enabled System &
Tracking Log
City of Fontana
Assigns Project
Submittal Intake
Checklist
Discuss Key Issues
with City
Quality Review
Prepare Corrections
Memo
City of Fontana
Permit Issuance
Enter Information Into
Plan Management
System
Permit Application
Submittal
Distribute Plans
to Appropriate
Plan Reviewers &
Agencies
Coordinator Analyst Reviewer Expert
Plumbing Plan
Review
Mechanical Plan Review
Architectural Plan
Review
Structural Plan Review
Electrical Plan
Review
Building Plan
Review
Fire & Safety
Services
PLAN REVIEW PROCESS C A R E
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13 PLAN REVIEW TURNAROUND TIMES
Turnaround times for each submittal will relate to the size and nature of the project and its impact on the construction schedule. The firm understands accuracy, efficiency, and integrity in all aspects of professional services are required.
BV’s team will maintain efficient turnaround times on all reviews as a key measurement of its performance for plan review services. We are able to produce plan review in a timely fashion and are able to present any necessary reports or studies to elected officials and/or the general public.
Providing plan review services to nearly 200 jurisdictions over the past 48 years, BV has a strong history of successfully meeting project deadlines. Upon request, BV is able to provide plan review activities on a fast-track basis. To reduce turnaround times for plan review, the firm can use electronic submittals, phased submittals, conference calling, and videoconferencing. Our team is committed to ensuring that all deadlines are met to meet the needs of our clients.
Service
Initial Check
(working days)
Recheck
(working
days)
Expedited
Initial
Review
Expedited
Recheck
Commercial TI 7 5 4 3
Residential addition and/or accessory building 7 5 4 3
New Residential 7 5 5 3
Multi-Residential and New Multi-Residential,
Commercial, and Industrial
10 5 5 3
Return of telephone calls and e-mails Within 24 hours
Note: Turnaround times for unusually complex or large projects to be negotiated.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
Maximum Proposed Plan Review Turnaround Times
Below are the proposed maximum turnaround times for reviewing and approving and permit application for various types of projects.
INSPECTION TURNAROUND TIMES
• Perform all inspections on the following day after receiving inspection requests • Weekend and emergency response type of inspections are available upon request BV’s inspection team is deployed with technology, including iPads and other similar technology, during field inspections. We work with a jurisdiction’s IT department to install required software programs.
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14 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
QUALITY ASSURANCE
Our team’s experience and ability to clearly communicate technical concepts and terminology with the community,
architects, engineers and applicants is fostered through collaboration. Our staff utilizes a series of proven technologies to streamline service delivery, enhance communication, and promote transparency. BV also has its own comprehensive, web-based project management system that delivers secure access 24/7 to project data, generates e-mail updates, and digitizes the entire plan review, map review, and inspection process. We also use electronic plan review, where reviews and comments are accessible in real time via the web.
These tools encourage collaboration, enhance expedited
requests, save money and time, reduce waste and storage space, build consensus, and promote project transparency.
Each team member of the technical team is selected according to the depth and appropriateness of experience as they relate to the specific technical tasks called for by the project. To ensure that the work assignment is being performed at the highest professional level, BV relies on the management and technical excellence of its personnel and a proven QA/QC program. This assures the quality of all the work performed under this contract meets client approval. BV has developed and implements corporate QA policies, consistent with all applicable federal and state regulatory requirements and standards, covering all aspects of project performance, technical quality, and peer review. These policies are
implemented at each professional and technical level to provide a well-balanced, independent QA program, which
assures the quality of reports, technical reviews, annuals and other documentation prepared by BV. This ensures that the product is consistent with the established standards from the standpoint of quality, validity, and legal defensibility.
At BV, we all share the responsibility for continual
improvement of our quality management process and
believe that our program, supported by our BV business
model and our code of ethics, will ensure the continual delivery of high quality products and services to City. Like the City of Fontana, BV believes in community health and wellness. We will establish BV as a City of Fontana preferred supplier in conformity assessment and certification
services in the fields of quality assurance, health and safety, environment, and social responsibility (QHSE). Our quality management system provides the framework for continual
improvement of our internal management processes and
resources which will in turn add value for City through the services offered and delivered. In addition, our quality management system gives the company and City the
confidence that the provision of services and products will be delivered consistently to predetermined high standards.
Continual Improvement
BV associates all share the responsibility for continual improvement of the firm’s quality management process and believe the program, supported by the BV business model and its code of ethics, will ensure the continual delivery of high quality products and services to the City of Fontana. In doing so, the firm will establish itself as the City’s preferred supplier in conformity assessment and certification
services in the fields of quality assurance, health and safety, environment, and social responsibility (QHSE).
BV’s quality management system provides the framework
for continual improvement of its internal management
processes and resources which will in turn add value
for the City through the services offered and delivered.
In addition, Our quality management system gives
the company and the City the confidence that the
provision of services and products will be delivered
consistently to predetermined high standards worldwide.
Budget Controls and Billing Related
Quality Assurance - FLEX
Budget control is achieved by closely
monitoring work assignment labor and
direct expenses. Work reports must be
completed by each individual and the labor hours must be approved by the project manager before being charged to The City of Fontana. Similarly, expense reports and other direct expenses must be approved by the project manager prior to entering the cost data system.
To ensure optimal administration of the main functionalities of contract management and the facilitation of billing related quality assurance BV utilizes FLEX. FLEX is a reference repository which is comprised of all billing and contractual information (invoices, work assignments, expenses, labor reports, project reports, etc.).
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This advanced system assists BV in implementing and
maintaining a number of budget and cost control processes which:
▪ Ensures data integrity and allows for a flexible and
secure billing process
▪ Enhances billing efficiency and productivity
▪ Minimizes revenue leakage by monitoring its sources
through control reports
FLEX ensures contract and budget control via standardized features and alignment of project information in real time.
Additionally, the system is designed to promote contract follow up from project outset to closing which helps to establish and maintain optimal communication.
Project Management and Schedule Controls
Work assignment schedules will be managed on several
levels. The project manager will maintain regular contact with the City manager to communicate the project status and progress on deliverables. In addition, an internal schedule including critical milestones and deliverable due dates will be established prior to initiating the task work. This allows ample time for editorial and technical review, changes, and assurance in schedule compliance.
In order to efficiently and effectively track project workflow BV employs Protrack, a quality assurance software solution created by Quickbase. This custom-built program was
developed specifically to meet the needs of the firm and enhance its project management capabilities in service to its clients. Protrack monitors numerous pieces of project data in real time including, but not limited to, project schedule status, active projects by office, project type, number of active projects per client, weekly number of new projects initiated, and much more. The program’s dashboard allows users to
generate reports which can provide an overall snapshot of BV’s current activities or can be filtered to present precise details regarding a specific project or client. The crucial information monitored in Protrack not only aids in maintaining schedules and project turnaround times but also gives the firm the capacity to make decisive course corrections which ensure deliverables of the highest caliber and complete customer satisfaction. Furthermore, Protrack is designed to work collaboratively with BV’s billing and invoicing software, FLEX, to enable the consistent completion of projects on-time and on-budget.
BV’s team is committed to delivering accurate and superior services in meeting the City of Fontana’s plan review,
inspection and other building and safety needs.
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16 FIRM AND TEAM
BV is highly qualified to support the needs of the City of Fontana and its growing community, and is dedicated to
meeting all of the requirements of the RFP by providing experienced, expert staff who will deliver timely,
convenient and responsive Plan Review and Inspection
Services.
Firm Address and Contact Information
Bureau Veritas North America, Inc.
Craig Baptista, M.B.A. (Contract Liaison)
VP, West - Plan Review and Inspection
220 Technology Drive, Suite 100, Irvine, CA 92618
E. [email protected]
P. 916.514.4516 | C. 916.291.9151 | F. 916.725.8242
Roles and Responsibilities
BV has dedicated to the City of Fontana a strong and
seasoned Project Manager, Trang Huynh, P.E., C.B.O.,
Regional Manager, with more than 41 years of experience managing plan review projects and building departments.
In addition, Armil Allahyarian, M.S., Business Operations Manager, is a strong leader dedicated to your needs. Trang and Armil, along with our entire building and safety staff, will work to ensure that all deadlines and objectives are achieved.
The following is a summary of the roles and responsbilities of the proposed team. Our personnel are licensed
engineers and ICC certified.
No subconsultants will be utilized for this contract.
LEADERSHIP TEAM
Craig Baptista, M.B.A., Vice President
Trang Huynh, P.E., C.B.O., Project Manager
Armil Allahyarian, M.S., Operations Manager
PLAN REVIEW ENGINEERS
Trang Huynh, P.E., C.B.O.
Robert Chang, P.E., C.B.O.
Henry Hadidi, S.E., Ph.D.
SENIOR PLANS EXAMINERS
Armil Allahyarian, M.S.
Brian Lee, A.I.A., CAsp
Matthew Torosian, M.S.
Joe Medina, M.S.
PLANS EXAMINERS
Dwayne Butz
Martin Pasamba
Jecsan Perez
CERTIFIED ACCESS SPECIALIST
Tim Tran, CASp
Brian Lee, A.I.A., CAsp
BUILDING INSPECTORS
Luis Mota
Kirk Zimmerman
A.2. FIRM AND TEAM
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
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BUREAU VERITAS 220 TECHNOLOGY DRIVE, SUITE 100, IRVINE, CA 92618 P 949.860.4800 | WWW.BVNA.COM
17 B. QUALIFICATIONS
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B. QUALIFICATIONS
18 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
FIRM PROFILE
Bureau Veritas is a multi-national corporation with a history which includes 195 years of providing worldwide regulatory compliance service to industry and governmental agencies.
Founded in 1828, Bureau Veritas is a global leader in quality assurance, health, safety, and environmental (QHSE)
solutions. Recognized and accredited by the largest national and international organizations and with over 80,000
employees, Bureau Veritas has unparalleled resources to manage projects requiring a broad range of expertise across vast geographies. With operations in 140 countries and all continents, BV draws on the synergies between its local teams and dedicated technical centers worldwide.
We are the largest plan review firm in the United States, with a long-established operation in California. In addition, we have provided other public works services for multiple jurisdictions throughout California for 48 years.
COMMITMENT TO PROVIDING SERVICES
BV will always strive to deliver excellent service and work hard to meet and exceed the City’s expectations regarding all agreed upon turnaround times. Our proposed program
establishes a process to ensure that the City will receive only the highest quality plan reviews. We will provide services with the objective of verifying compliance with the requirements adopted at the State and Federal levels, the City’s adopted building codes, zoning ordinances, regulations and adopted ordinances, policies and standards, and other relevant
program standards and requirements.
Our staff knows the value of clear and transparent
communication and how to work together as a team in
conjunction with a jurisdiction. This philosophy is put into practice on all of our projects and is a great value to our municipal clients. Our familiarity with coastal communities including City of Fontana, exceptional attention to customer service, large pool of experienced personnel and ability to provide value-added services make BV the optimal choice for meeting the City’s ongoing Plan Review and other
Building and Safety needs.
The firm’s range of experience in this arena covers every key area of service defining a building department. The firm is skilled at helping existing departments augment or refine their current level of client service and is also capable of crafting a department from the ground up. BV will consistently provide excellent customer service and qualified staff for all project types.
Our service offerings include:
✓ Building Plan Review
✓ Building Inspections
✓ Building Official/Administration
✓ Architectural, structural, mechanical, electrical, plumbing plans and construction documents examination ✓ Civil engineering plan review
✓ ICC and CASp Certified Professionals
✓ Code enforcement
✓ Fire and life safety plan review & inspection
✓ Staff augmentation & attendance at occasional meetings at City Hall as required ✓ Green building, ADA & accessibility, LEED
✓ Electronic and digital plan review services
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BUREAU VERITAS | 220 Technology Drive, Suite 100, Irvine, CA 92618 O 949.860.4800 | www.bvna.com
19 CALIFORNIA OFFICE
LOCATIONS
The firm’s partnership with the City will be
managed out of its office in Irvine, CA and
augmented by staff located at the firm’s 6
additional California offices as needed.
Our Irvine office is located just 49 miles
door-to-door to the City, facilitating
quick and efficient responses to your
needs.
6 3
1 4
5 7
2 1 IRVINE
220 Technology Drive,
Suite 100
IRVINE, 92618
Tel: 714.431.4100
2 PASADENA 3 SAN DIEGO 4 WESTLAKE VILLAGE
600 N. Rosemead Boulevard, 9988 Hibert Street, 250 N. Westlake Boulevard, Suite 233 Suite 100 Suite 150
PASADENA 91107 SAN DIEGO 92131 WESTLAKE VILLAGE 91362
Tel: 626.325.9800 Tel: 858.863.2000 Tel: 805.230.2888
5 ATASCADERO 6 SACRAMENTO 7 SANTA ROSA
5905 Capistrano Ave 180 Promenade Circle, 111 Santa Rosa Avenue, Suite F Suite 150 Suite 406
ATASCADERO 93422 SACRAMENTO 95834 SANTA ROSA 95404
Tel: 805.792.1109 Tel: 916.725.4200 Tel: 707.206.1265
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BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
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Building plan review and inspections depend on more than codes and standards. Service levels of the highest quality during the provision of these services result from providing trained professionals with the resources and ongoing support necessary to stay current with the latest advancements. ICC certification ensures competent plan examiners and engineers are involved in the critical building approval process. It also helps to continue attracting an increasing level of competence and professionalism into the building code community. The ICC certification represents the BV team’s commitment to providing qualified plan review, building permitting, and inspection staff to the firm’s clients. ✓ Building Plans
Examiner
✓ Accessibility
Inspector/Plans
Examiner
✓ Building Inspector
✓ Certified Building
Code Official
✓ Certified Building
Official
✓ Certified Electrical
Code Official
✓ Certified Fire Code
Official Inspector
✓ Certified Fire Marshal
✓ Certified Housing
Code Official
✓ Certified Mechanical
Code Official
✓ Certified Plumbing
Code Official
✓ Coastal and
Floodplain
Construction
Inspector
✓ Combination
Inspector
✓ Combination
Inspector - Legacy
✓ Combination Plans
Examiner
✓ Commercial Building
Inspector
✓ Commercial
Combination
Inspector
✓ Commercial
Electrical Inspector
✓ Commercial Energy
Inspector
✓ Commercial Energy
Plans Examiner
✓ Commercial
Mechanical Inspector
Examiner
✓ Commercial
Plumbing Inspector
✓ Disaster Response
Inspector
✓ Electrical Inspector
✓ Electrical Plans
Examiner
✓ Energy Code
Specialist
✓ Fire Inspector I
✓ Fire Inspector II
✓ Fire Plans Examiner
✓ Green Building
Residential Examiner
✓ ICC/AACE Property
Maintenance and
Housing
✓ ICC/AACE Zoning
Inspector
✓ Master Code
Professional
✓ Mechanical Inspector
✓ Mechanical Inspector
UMC
✓ Mechanical Plans
Examiner
✓ Plumbing Inspector
✓ Plumbing Inspector
UPC
✓ Plumbing Plans
Examiner
✓ Residential Building
Inspector
✓ Residential
Combination
Inspector
✓ Residential Electrical
Inspector
✓ Residential Energy
Inspector/Plans
Examiner
✓ Residential Fire
Sprinkler Inspector/
Plans
✓ Residential
Mechanical Inspector
✓ Residential Plans
Examiner
✓ Residential Plumbing
Inspector
✓ Spray-applied
Fireproofing Special
Inspector
COMPETENCE THROUGH CERTIFICATION - INTERNATIONAL CODE COUNCIL ✓ Professional
Engineer
✓ Registered Architect
✓ Master Plumber
✓ Master Electrician
✓ Certified Floodplain
Manager
✓ Electrical Engineer
✓ Mechanical Engineer
✓ Structural Engineer
✓ LEED AP
✓ Fire Protection
Engineer
✓ Environmental
Engineer
✓ Professional
Geologist
✓ Asbestos and Mold
Analyst Specialist
✓ Elevator Inspector
✓ Master Plumber
✓ Journeyman
Plumber
✓ Master Electrician
✓ Journeyman
Electrician
✓ Registered
Sanitarian
Coupled with our extensive ICC certifications, our group also holds the following licenses and certifications:
B. QUALIFICATIONS
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
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Knowledge and Expertise
Certified by the International Code Council and licensed by applicable state agencies, BV plans examiners and engineers are proficient in the application of design and testing standards and have participated in the development of design standards on many different levels.
BV inspection staff is also certified by the International Code Council and many are multi-disciplined. Having a multi-disciplined inspector ensures consistent inspections by the same inspector for all trades. Multi-disciplined inspectors also provide the construction teams with a single point of contact throughout the duration of the project.
Reputation
BV has become the leader in construction code compliance services throughout the United States. The growth of BV’s construction code compliance division is the result of repeat clients and client referrals.
Regional and Local Expertise
BV provides depth of resources to maximize flexibility and deliver quality services with personal attention.
Thank you as always for providing such a thorough review to fit with our increasingly tight project schedules. We appreciate the hard work BV puts into every project, especially when our teams push to get everything done in an expedited manner.
B. QUALIFICATIONS
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
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22 C. PERSONNEL
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23 C. PERSONNEL
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
PROJECT TEAM ORGANIZATIONAL CHART
The following organizational chart consists of BV’s proposed team for the City of Fontana. BV has a robust in-house team of professionals to fulfill all the requested services for the City. Trang Huynh, P.E., Regional Manager/Project Manager and Armil Allahyarian, M.S., Business Unit Operations Manager, will serve as your day-to-day contacts. Resumes of key team members highlighted in red below can be found in the Appendix. BV takes pride in our team’s ability to work collaboratively with other members of a multi-disciplinary team in a complex and dynamic working environment.
PROJECT TEAM
PLAN REVIEW ENGINEERS SENIOR PLAN EXAMINERS CERTIFIED ACCESS SPECIALISTS Trang Huynh, P.E., C.B.O.
Robert Chang, P.E., C.B.O.
Henry Hadidi, S.E., Ph.D.
Brian Lee, A.I.A., CASp
Sunai Kim, S.E., Ph.D.
Michael Hill, S.E.
Syed Aleem, P.E.
Ali Soheili, P.E. (Mechanical)
Amir Amiri, P.E. (Mechanical)
Steve Hooper, P.E. (Electrical)
Saman Parsi, P.E. (Electrical)
Richard Henrikson, P.E. (Plumbing)
Armil Allahyarian, M.S.
Matthew Torosian, M.S.
Joe Medina, M.S.
Tim Tran, CASp
Brian Lee, A.I.A., CASp
Rick Mauldin, CASp
PLAN EXAMINERS FIRE AND LIFE SAFETY
Dwayne Butz
Martin Pasamba
Jecsan Perez
Lisa M. Beaver, P.E., CFM, CBO
Jeff Hartsuyker
Andrew Reiwitch
Dennis Moss
BUILDING INSPECTORS
Luis Mota
Kirk Zimmerman
Michael Weiner
Dwayne Butz
Francisco Villalva
Louis Vaith
LEADERSHIP TEAM
Craig Baptista, M.B.A.
Vice President, Facilities - West Region / Contract Liaison Trang Huynh, P.E., C.B.O.
Regional Manager/Project Manager
Armil Allahyarian, M.S.
Business Unit
Operations Manager
Anthony Azpeitia
Business Development
Manager/Client Liaison
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Team Member Experience Summary
Name Qualifications
Type of Review or
Inspection to Be
Performed
Craig Baptista, M.B.A.
Principal-in-Charge /
Contract Liaison
M.B.A.; B.S., Business Management; Six Sigma Green Belt Certified; OSHA 30; United States Navy: Honorable Discharge; 20+ years experience
Contract
Anthony Azpeitia
Business Dev & QA/QC
CSI; Construction Specification Institute trained with project delivery methods for the construction industry; 12+ years experience
QA/QC
Trang Huynh, P.E.,
C.B.O.
Regional Manager /
Project Manager / Plan
Review Engineer
MBA; B.S., Civil Engineering; Certificate of Completion - Leadership for Senior Executives; Registered Professional Engineer: CA, #C36627; ICC Certified: Building Official; California Certified Green Building Professional; California Licensed Real Estate Professional; 41+years experience
Structural, building
life safety, plumbing,
mechanical, electrical,
green buildings
Henry Hadidi, S.E.
Sr. Plan Review Engineer
Ph.D. Structural Engineering; M.S., Structural Engineering; B.S., Civil Engineering; Registered Professional Engineer: CA, #S4078; CA, #C49136; ICC Certified: Building Plans Examiner; 30+ years experience
Structural
Robert Chang, P.E.,
C.B.O.
Plan Review Engineer
M.S., Civil Engineering; Registered Civil Engineer License:
#32884, CA; Certified Plans Examiner: I.C.B.O., #15237: Certified Building Official: C.A.B.O., #3029; American Society of Civil Engineer:A.S.C.E., #244676; 40+ years experience
Building structural,
building life safety,
plumbing, mechanical,
electrical, green buildings
Armil Allahyarian, M.S.
Business Unit
Operations Manager /
Senior Plans Examiner
B.S., Civil Engineering; M.S., Civil Engineering; CA Engineer in Training; ICC Certified: Building Plans Examiner; 5+ years experience
Building structural,
building life safety,
plumbing, mechanical,
electrical, green buildings
Brian Lee, AIA, C.B.O.,
CASp
Architect/Plans Examiner
B.S., Urban & Regional Planning; A.A., Liberal Arts; Architects Board Registered Architect: CA, # 32739; DSA Certified Access Specialist #182; ICC Certified #0343130: Certified Building Official; Certified Building Plans Examiner; Certified Building Inspector (California Building Code and International Building Code); Certified Access Plans Examiner and Inspector; Certified Special Inspector, Structural Masonry; 37+ years experience Architectural, building
structural, building
life safety, plumbing,
mechanical, electrical,
green buildings
Matthew Torosian, M.S.
Senior Plans Examiner
M.S., Civil Engineering; B.S. Civil Engineering; ICC Certified:
Building Plans Examiner; Commercial Energy Plans Examiner; CAL OES SAP; Engineer-in-Training #171331; 2+ years experience Building structural,
building life safety,
plumbing, mechanical,
electrical, green buildings
KEY PERSONNEL QUALIFICATIONS SUMMARY
Below is a brief summary of key personnel qualifications and the types of reviews or inspections to be performed. Full resumes appear in the Appendix.
24 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
C. PERSONNEL
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Team Member Experience Summary
Joe Medina, M.S.
Senior Plans Examiner
M.S. Structural Engineer; B.S. Civil Engineer; Certified Engineer in Training, CA #EIT-172115; ICC Certified #9264369: Building Plans Examiner; Cal OES Safety Assessment Program, Building Inspector #91913; 5+ years experience
Building structural,
building life safety,
plumbing, mechanical,
electrical, green buildings
Dwayne Butz
Plans Examiner &
Inspector
B.A., Architecture; B.F.A., Interior Planning/Design; NAHB Certificate; IRM Certificate ICC Certified: Residential Plans Examiner; Residential Combination Inspector; Residential Building Inspector; Mechanical Inspector; Residential Electrical Inspector; Residential Plumbing Inspector; Lean Six Sigma Black Belt; 25+ years experience
Building structural,
building life safety,
plumbing, mechanical,
electrical, green buildings
Martin Pasamba
Plans Examiner
B.S. Civil Engineer; ICC Certified: Building Plans Examiner; 7+ years experience
Building structural,
building life safety,
plumbing, mechanical,
electrical, green buildings
Jecsan Perez
Plans Examiner
B.S. Civil Engineering; ICC Certified: Building Plans Examiner; Engineer-in-Training; 4+ years
Building structural,
building life safety,
plumbing, mechanical,
electrical, green buildings
Tim Tran, CASp
CASp Review &
Inspection
B.S. Civil Engineering; ICC Master Code Professional #5104603; ICC Certified Building Official #5104603; Certified CASp #743; 15+ years
Accessibility
Luis Mota
Inspector
ICC Certified Residential Building Inspector; 35+ years experience Building structural, building life safety,
plumbing, mechanical,
electrical, green buildings
Michael Wiener
Inspector
A.S., Construction Management; Journeyman’s Certificate; ICC Certified: Residential Building Inspector; Residential Electrical Inspector; Residential Mechanical Inspector; Residential Plumbing Inspector; Commercial Building Inspector; ICBO Certfied: UBC Building Inspector; 22+ years experience
Building structural,
building life safety,
plumbing, mechanical,
electrical, green buildings
25 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
C. PERSONNEL
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26 D. REFERENCE
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BUILDING PLAN REVIEW, PERMIT
PROCESSING & INSPECTIONS SERVICES
City of Corona
CONTACT: CHRIS MILOSEVIC, BUILDING OFFICIAL
ADDRESS: 400 S VICENTIA AVE, CORONA, CA 92882
EMAIL: [email protected]
TELEPHONE: 951.736.2250
DATES OF SERVICE: 2010 - PRESENT
BV is currently providing building plan check, building inspection, and counter technician services for residential and commercial properties. The firm also provides on-site extension of staff as necessary, including a registered civil engineer to assist with an immediate need for building plan check. BV assists the City in providing plan review services for small residential solar energy projects. The firm’s team utilizes BVnet to take in projects electronically. Plans are then reviewed within 24 hours and comments are returned to the applicants. This system assists the City in meeting the requirements of AB 2188 for fast turnaround of these small solar energy projects.
ON-CALL PLANS EXAMINER, BUILDING
INSPECTOR, COUNTER TECHNICIAN
& GEOTECHNICAL SERVICES
County of Riverside
CONTACT: JORGE CABALLERO, PE, CBO, CFM
ADDRESS: 4080 LEMON ST, RIVERSIDE, CA 92501
EMAIL: [email protected]
TELEPHONE: 951.955.3918
DATES OF SERVICE: 2019 - PRESENT
Bureau Veritas was selected to provide for Riverside County on-call plan review, building inspections, counter technician and geotechnical services. Projects include single family residential, multi family residential, commercial tenant improvements, new commercial, additions, and others.
CONTRACTS SIMILAR IN SCOPE
Below are highlights of our experience in serving California jurisdictions with similar services with the delivery of building plan review and other building and safety services on other projects. Our team has a deep breadth of experience with all applicable industry standards and any relevant federal, state, or local requirements.
D. REFERENCE
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28 BUILDING PLAN REVIEW, PERMITTING
& INSPECTION
County of San Bernardino
CONTACT: GREG GRIFFITH, PE, LEED AP, SUPERVISING ENGINEER ADDRESS: 385 N. ARROWHEAD AVE., SAN BERNARDINO, CA 92415 EMAIL: [email protected]
TELEPHONE: 909.387.8311
DATES OF SERVICE: 2006 - PRESENT
BV was selected to provide building plan review, building inspection, and permitting services for residential and commercial properties. BV was selected to be respomsible for the enforcement of Building Standards adopted by the County and the State of California. BV is to be utilized on an as-needed basis to support BNS staff in maintaining consistent and uninterrupted services during times of high workloads and staff turnovers.
BUILDING PLAN CHECK, INSPECTION & PERMITTING
City of Monrovia
CONTACT: GREG BOYAJIAN, BUILDING & SAFETY MANAGER
ADDRESS: 415 S IVY AVE, MONROVIA, CA 91016
EMAIL: [email protected]
TELEPHONE: 626.932.5532
DATES OF SERVICE: 2020 - PRESENT
BV was selected BV has provided on-call plan review, inspection, and consulting services to the City of Monrovia since late 2020. BV reviews plans calculations, reports and specifications for compliance with the most recently adopted Federal, State, and City codes and ordinances. The firm also performs building, combination, and other trade inspections on an as needed, assigned or regular basis on residential, commercial industrial, and large Multifamily/ Mixed use projects, and performs permit counter work as needed to enforce compliance with the conditions of approval, provisions of the City’s Building laws and the code requirements set forth on the approved plans for which the City issued a permit. Inspectors and permit technicians are available within 24 hours notice.
D. REFERENCE
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29 E. AUTHORIZATION
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30 E. AUTHORIZATION
AUTHORIZATION
This proposal has been signed by an official authorized to bind the firm to the contract if selected, Craig Baptista, Vice President, West - Plan Review and Inspection. This proposal is valid for ninety (90) days.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
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31 F. INSURANCE
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32 F. INSURANCE
INSURANCE
Any required insurance certificates will be provided prior to contract execution. Bureau Veritas North America, Inc. has read the City of Fontana indemnification and insurance requirements and shall meet these requirements upon selection.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
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33 G. PROFESSIONAL FEE
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G. PROFESSIONAL FEE
PROFESSIONAL FEE - CITY OF FONTANA - PLAN REVIEW AND INSPECTION SERVICES BV proposes the following compensation schedule. BVs’ pricing reflects our commitment to the success of the City of Fontana by helping the City maintain significant quality and cost saving benefits. ✓ Highly qualified and licensed staff and confidence of working with a well-established consultant ✓ Confidence of working with a well-established consultant in business for 195 years ✓ Reduced plan review turnaround times
✓ Commitment to maintaining a proposed rate structure for the life of the initial contract period
PLAN REVIEW PERCENTAGE OF FEES BASED ON CITY COLLECTED FEES 65% of City Collected Fees
HOURLY RATES
Staff Classification Hourly Rate
Project Manager $165.00
Sr. Civil Engineer $180.00
Sr. Plan Review Engineer / Structural Engineer
/ Fire Protection Engineer / Civil Engineer $160.00
Plan Review Engineer / Sr. ICC Certified Plans Examiner / CASp Plan Review $135.00
ICC Certified Plans Examiner $125.00
Fire Plans Examiner $135.00
CASp Inspections $155.00
Senior Building Inspector $110.00 - $125.00
Building Inspector $95.00 - $105.00
Code Enforcement Officer $110.00 - $125.00
Permit Technician $65.00-$80.00
Administrative / Clerical Support $55.00-$65.00
SOLAR PROGRAM FEES
Solar Plan Review $175.00 for Initial Review
$75.00 for Each Subsequent Review
▪ Plan Review Percentage Fees includes initial review and 2 resubmittals; hourly thereafter ▪ $250 minimum plan review fee
▪ Fast track / Expedited plan reviews shall be an additional 1.5 times the fees shown above. ▪ Overtime (OT) will be charged at 1.25 times the standard hourly rate; hours worked on a designated holiday will be charged at the appropriate OT rate. No overtime will be charged without approval. ▪ Rates and cost estimates shown above exclude per diem, prevailing wage and union rates. Should these be applicable, BV will discuss and negotiate fees to account for increased personnel costs. ▪ Hourly Rates subject to annual adjustment in accordance with CPI. ▪ Mileage for employee-owned vehicles used in connection with the work will be at the current IRS rate. ▪ Plan review will be invoiced after initial review is completed. Hourly services will be invoiced monthly. ▪ Onsite staff augmentation - Minimum 4 hours per day per staff classification ▪ Fee schedule is valid for one (1) year from the effective date of the contract.
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
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35 APPENDIX:
RESUMES
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Craig Baptista
Vice President, Facilities - West Region / Contract Liaison Prior to joining Bureau Veritas, Craig served as Director of Operations and is a business professional experienced in leading multiple branch offices in various states. Craig has over 20 years of experience in the construction industry. He is results-oriented and has exceptional experience building and managing successful programs and relationships. He is a skilled communicator capable of articulating complex ideas in a concise and persuasive manner. Craig has proven experience as a facilitator of solutions for client problems and is a strategic thinker with the ability to translate vision into tactics. He is self-motivated, passionate and resourceful.
Craig has expertise identifying client needs and is able to execute problems quickly by utilizing his professional business management skills. He is equally effective working independently or collaborating with others.
SELECT PROJECT EXPERIENCE
Craig has managed various projects as Director of Operations and successfully reduced operating expenses by 18% through implementation of a preventative maintenance program and establishment of a baseline repair cost matrix. He provided leadership, mentoring, direction and training for a 35 member Operations team that included Branch Managers, Project Managers, and other staff. He developed annual business plans, market strategies, operations and sales goals which resulted in year over year growth. Craig has worked on various significant projects, including, but not limited to:
• Apple Campus II in Cupertino, CA
• Cal Trans - Bay Bridge Project in Oakland, CA
• Tesla Gigafactory in Sparks, NV
• Souza Construction - Lemoore Naval Air Station Project in Fresno, CA • Advance Range Solution - Fort Hunter Liggett in Jolon, CA • Hensel Phelps - Mule Creek Prison in Ione, CA
Vice President, Facilities - West Region
Bureau Veritas North America, Inc.
2015 - Present
Serves as Vice President for the West Coast code compliance division. Manages over 50 employees throughout California, Arizona, Nevada, Washington, and Utah. Oversees plan review and inspection activities to ensure BVNA has ample resources to meet turnaround times and provide quick response to inspection requests. Works directly with plan review team to gain efficiencies in turnaround times. Effectively reduced the number of reviews by promoting direct contact with designers and municipalities to remedy code deficiencies during the first and second reviews, allowing our team to approve projects during the second submittal phase.
EDUCATION
M.B.A.
B.S., Business Management
REGISTRATIONS/
CERTIFICATIONS
Six Sigma Green Belt Certified
OSHA 30
United States Navy: Honorable
Discharge
TOTAL YEARS OF EXPERIENCE
20+
APPENDIX: RESUMES
848
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
37 EDUCATION
Master of Business Administration
B.S., Civil Engineering
Certificate of Completion -
Leadership for Senior Executives
REGISTRATIONS/CERTIFICATIONS
Registered Professional Engineer:
CA, #C36627
ICC Certified: Building Official
California Certified Green
Building Professional
California Licensed Real
Estate Professional
PROFESSIONAL AFFILIATIONS
International Code Council (ICC)
American Society of Civil
Engineers (ASME)
California Building Officials (CALBO)
Former Vice-Chair and member of the
City of Highland Planning Commission
Past President of the Board
of Directors of the Central
Business Center in Upland
Past President of the
Foothill Chapter of ICC
TOTAL YEARS OF EXPERIENCE
41+
Trang Q. Huynh, P.E., C.B.O.
Regional Manager / Project Manager
Trang is a licensed professional engineer and ICC certified building official with over 41 years of experience working in public and private services as executive director and plan review engineer. He has implemented excellent public service programs and gained exceptional understanding of the building and safety division, community and economic development, public relations, redevelopment, financial and budget management, employee and organizational developments, and state and local officials. As a professor for Cambridge College in Southern California he has taught graduate and undergraduate classes in business, finance, and management. Trang has outstanding public relations, management, and problem solving skills with a proven record of strong and positive working relationships with local and state elected officials, inter-governmental agencies, business organizations, development community, labor groups, community groups, and residents. He was awarded the “Civil Engineer of the Year” award by the ASCE Chapter of San Bernardino and Riverside in 2011. He was also a recipient of the “Good Government Award” from the BIA Inland Empire Chapter in 2015. Finally, Trang has an excellent understanding of cultural diversity and knows how municipality services can be provided efficiently with an objective from “Good to Great”.
SELECT PROJECT EXPERIENCE
Regional Manager of Southern California
Bureau Veritas North America, Inc.
2017 - Present
Directs the BV Building & Safety and Civil Engineering operations for the Southern California region, serving as the supervising building official and plan check engineer for multiple Southern California municipalities. Responsibilities include building official duties, special project management, contracts of permits, plan check, and inspection services for 24 jurisdictions.
Building and Safety Services Director
City of Rancho Cucamonga
2002 - 2017
As one of the executive team members of the City to directed and coordinated the work of the Community Development team. Managed all activities and operations of building and fire plan checks, permits, building and fire inspections, grading, community improvement, code enforcement, citizen volunteers for an affluent community of 175,000 people.
Additional Experience
• Adjunct Professor -Cambridge College, Southern California (2011 - Present) • Chief Building Official- -City of San Clemente (1988 - 2002) • Chief Building Official - City of Manhattan Beach (1986 - 1988) • Guest Speaker and Lecturer - Orange Empire Training Academy (1990-2002) • Senior Structural Engineer - City and County of San Diego (1980 - 1986)
SELECT SPECIAL ACHIEVEMENTS / ACCOMPLISHMENTS
• Award winner of the Good Government Award in 2015 - Rancho Cucamonga • Recipient of the award Turning Red Tape into Red Carpet in 2014 - (IEEP) APPENDIX: RESUMES
849
38 Armil Allahyarian, M.S.
Business Unit Operations Manager / Senior Plans Examiner Armil has more than 5 years of experience as a plan check engineer, ranging from new residential homes, including additions and remodels, and commercial buildings, including tenant improvements and alterations. He is proficient in examining and checking building plans for compliance with applicable California Building Codes and other ancillary codes such as the California Plumbing Code, California Mechanical Code, California Electric Code and State disabled access related codes. Armil possesses the knowledge, skills and ability to read and interpret building plans, blueprints and specifications, interpret and apply related codes, ordinances and laws, and establish and maintain effective working relationships with architects, engineers,contractors, builders and owners, the public and other employees.
SELECT PROJECT EXPERIENCE
Business Unit Manager / Senior Plans Examiner
Bureau Veritas North America, Inc.
2017 - Present
Performs plan review of fire, life, and safety components, as well as mechanical, electrical and plumbing review of residential and commercial projects with a high proficiency in local, state and federal codes. Instrumental in launching the City of Santa Rosa Fire Resilient Center to facilitate the rebuild process of over 3000 homes lost in the 2017 Tubbs-Adobe fire. In charge of quality assurance with regard to general plan review, public relations, and structural reviews, as well as managing day-to-day tasks in the office including: workflow organization, plan distribution, and over the counter plan review.
Plan Reviewer
City of Los Angeles, CA
2016
Fabrication projects at C. Erwin Piper Technical Center for both L.A. Police Department and L.A. Fire Department. Reviewed and applied safety codes and regulations for the proper construction of a Screen Room used to test police radio frequencies as part of an internship program.
EDUCATION
B.S., Civil Engineering
M.S., Civil Engineering
REGISTRATIONS/CERTIFICATIONS
CA Engineer in Training
ICC Certified: Building Plans Examiner
PROFESSIONAL AFFILIATIONS
American Society of Civil
Engineers (ASCE)
Structural Engineers Association
of Southern California (SEAOSC)
International Code Council (ICC)
TOTAL YEARS OF EXPERIENCE
5+
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
APPENDIX: RESUMES
850
39 Anthony Azpeitia
Business Development Manager / Client Liaison
Highly successful, multifaceted, and motivated professional, with solid sales experience within the (AEC) architecture, engineering, construction industries. Equipped with proven adeptness in account development and client satisfaction.
Expert consulting with architects and builders on technical subjects related to IBC– International Building Code. 7+ years of history in the (AEC) Architectural, Engineering and Construction industries. Experienced researching ASTM testing standards and using standards to market product capability. Proficient consulting on codes and standards for CA Title 24; energy and efficiency and NFPA fire prevention. 5+ years’ sales experience designing and manufacturing technical building components and structural safety systems.
Possess understanding of structural engineering, manufacturing, and material performance characteristics. Experienced working with engineers, drafters, and production members to manufacture structural components.
SELECT PROJECT EXPERIENCE:
Business Development Manager/Client Liaison
Bureau Veritas North America, Inc.
2022 - Present
Responsible for client satisfaction and provides support to business unit managers throughout the region.
Business Development Manager
Viva Railings - Lewisville, TX
March 2021 - July 2022
Performed demand creation strategies to create sales growth for a large territory. Focused on growing sales from existing account base and developed new clients while supervising the sales performance of a territory.
• Performed marketing and training session to architects, engineers, and GC builders. • Achieved 60% sales growth in sales territory within 1 year of position. • Improved 2021 sales revenue by 73% resulting in (M) million dollar sales revenue.
Territory Manager / Account Manager
EMS - Claremont, CA
May 2018 - March 2021
Supervised account base and developed new clients while supervising the sales performance of a territory. Managed sales and focused on marketing to create demand for EMS services by diligently approaching new clients.
Territory Manager
Trespa - New York, NY
2014 – December 31st 2017
Marketed and assisted architects and contractors on designing building envelope systems - ventilated façade systems and waterproofing methods to use Trespa facade building systems. Responsible for selling and managing a large sales territory.
Business Development Manager
CR Laurence - Vernon, CA
2011 – 2014
EDUCATION
CSI; Construction Specification
Institute trained with project
delivery methods for the
construction industry.
Attendee to Franklin Covey
seminars
TOTAL YEARS OF EXPERIENCE
12+
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
APPENDIX: RESUMES
851
40 Robert Chang, P.E., C.B.O.
Plan Review Engineer
Robert has decades of experience as a registered engineer, certified plans examiner and building official. His broad range of responsibilities have included reviewing plan checks, coordinating projects between departments, preparing annual budgets, and resolving construction issues. Robert previously served as President of the Orange Empire Chapter of I.C.B.O.
SELECT PROJECT EXPERIENCE
Building Official / Senior Plan Check Engineer / Geotechnical Reviewer Bureau Veritas North America, Inc.
2017 - present
Plans, directs, and coordinates the activities between the Engineering, Planning and Building departments. Robert performed plan checks for hundreds of residential, multi-residential, and commercial projects to meet the requirements of building and fire codes. He also sets up systems, policies, and procedures. Robert oversees and reviews daily construction issues and prepares annual budget estimate including capital projects. Capital projects include seismic retrofit and new public and school buildings. He also supervises City and contract employees.
Chief Building Official
City of Placentia
1985 - 2017
Plans, directs, and coordinates the activities between the Engineering, Planning and Building departments. Robert performed plan checks for hundreds of residential, multi-residential, and commercial projects to meet the requirements of building and fire codes. He also sets up systems, policies, and procedures. Robert oversees and reviews daily construction issues and prepares annual budget estimate including capital projects. Capital projects include seismic retrofit and new public and school buildings. He also supervises City and contract employees.
Plan Check Engineer
City of Ontario
1984 - 1985
Worked as a plan check division supervisor, responsible for all residential, commercial, and industrial building projects to comply with different state, local and other code requirements. Supervise and coordinate capital projects such as building repairs and renovations, these projects are: fire stations, library and city hall expansions.
Project Engineer
Central Consulting Engineering Services
1982 - 1984
Worked as a project engineer for residential, commercial and industrial buildings.
Robert’s main responsibilities were design grading and building plans, site-surveying, drainage and soil analysis, specifications’ writing, on-site inspections, resolving daily construction problems, design and drafting group supervision, project computer programs writing, structural design and calculation analysis for different building design projects.
EDUCATION
M.S., Civil Engineering
REGISTRATIONS/CERTIFICATIONS
Registered Civil Engineer
License: #32884, CA
Certified Plans Examiner:
I.C.B.O., #15237:
Certified Building Official:
C.A.B.O., #3029
American Society of Civil
Engineer:A.S.C.E., #244676
PROFESSIONAL AFFILIATIONS
Orange Empire Chapter of
I.C.B.O. - Past President
American Society of Civil Engineer
Certified Building Official
TOTAL YEARS OF EXPERIENCE
40+
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
APPENDIX: RESUMES
852
41 Hassan (Henry) Hadidi, Ph.D., S.E.
Senior Plan Review Engineer
Henry is a results-oriented structural engineer with 33+ years of experience in plan review and design. He has extensive knowledge of current building codes including IBC, IRC, ACI 318, ACI 530, AISC 341, AISC 358, AISC 360, AISI, ASCE 31-03, ASCE 41-13, ASCE 5, ASCE 7, and NDS. He has strong verbal and written communication skills in meetings and communicating with clients to answer questions regarding the generated plan review comments. He is a self-starter with a strong ability to lead or work within a team and has demonstrated organizational and problem-solving skills. Recent experience includes several pedestrian walk bridges for the University of California, Los Angeles and also for the City of Roseville.
SELECT PROJECT EXPERIENCE
Senior Structural Engineer
Bureau Veritas North America, Inc.
2017 - Present
Plan review of residential and commercial projects of all sizes and complexities throughout California.
Plan Review
JW Marriott Hotel
2015 - Present
Plan review for a new 12-story, four-diamond luxury hotel with two levels of subterranean parking. The hotel will have 466 guest rooms as well as meeting space for groups.
Structural Plan Review
Cahuilla Casino & Hotel Project
2018 - Present
Plan review for the Cahuilla Band of Indians new casino and hotel property which will replace the original casino facility. The project is 14,920 SF, mixed occupancy, A2 and B, construction type II-B, including a 31,997 SF hotel and 34,121 SF casino.
Additional Experience
• Senior Structural Engineer - Private Sector (Irvine, California) (2015 - 2017) • Senior Project Engineer - Private Sector (Orange, California) (2014 - 2015) • Senior Structural Engineer - Private Sector (Pittsburg, Pennsylvania) (2013 - 2015) • Senior Project Engineer - Private Sector (Orange, California) (2011 - 2012) • Senior Structural Engineer - Private Sector (Irvine, California) (2004 - 2011) • Consultant - Private Sector (San Clemente, California) (2002 - 2003) • Senior Engineer - Private Sector (Irvine, California) (2001 - 2002) • Consultant - Private Sector (San Clemente, California) (1999 - 2001) • Senior Structural Engineer - Private Sector (Los Angeles, California) (1998 - 1999) • Principal Structural Engineer - Private Sector (Irvine, California) (1991 - 1998) • Senior Structural Engineer - Private Sector (Mission Viejo, California) (1988 - 1991) • Senior Structural Engineer -Private Sector (Mountain View, California) (1986 - 1988)
EDUCATION
Ph.D. Structural Engineering
M.S., Structural Engineering
B.S., Civil Engineering
REGISTRATIONS/CERTIFICATIONS
Registered Professional Engineer: CA,
#S4078
CA, #C49136
ICC Certified: Building Plans Examiner
PROFESSIONAL AFFILIATIONS
International Code Council (ICC)
TOTAL YEARS OF EXPERIENCE
33+
5. EXPERIENCE AND QUALIFICATIONS
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
APPENDIX: RESUMES
853
Brian H. Lee, AIA, C.B.O., CASp
Architect / Plans Examiner / Building Official
Brian is a Registered Architect with more than 37 years of experience in the field. He has been involved with the design and development of civic, governmental and educational facilities, Class A medical and professional office facilities, specialty retail and the custom-luxury housing market throughout California. He has had extensive experience with civic facilities for cities, counties, and the state. Brian has most recently acted as the disabled access specialist for three new/remodeled prison facilities for the State of California Department of Corrections and Rehabilitation and in 2014 was the only individual in the state to certify a State prison. Brian has been responsible for all aspects of the development process from concept to completion. His activities have included project proforma development, project budgeting, contract administration from design and environmental engineering professionals to major general construction firms to sub-contractors, plan preparation, entitlement and permit processing, bidding and negotiation, construction quality control, project commissioning and lease management on the private sector side and planning, building plan review and inspection on public sector side.
SELECT PROJECT EXPERIENCE:
Building Official/Plans Examiner
Bureau Veritas
2017 - Present
Provided contract services to AHJ’s for Building Official and Plan Examiner services. Services have included managing BV’s Las Vegas, NV Office. Providing services as the Chief Building Official / Chief Fire Official for the County of Lake, CA. Provided plans examining services for the City and County of Honolulu, HI and provided services to the U.S. Department of Defense with accessibility plans examining.
Principal / Architect
Brian H. Lee, Architect
1986 - Present
Provided third-party code compliance reviews as well as providing accessibility training and preparation of evaluations and transition plans for ADA title II agencies including Caltrans, California Department of Corrections (3 major prison sites) and a variety of other City and County agencies as well as private, title III organizations. Acted as sole proprietor with complete business management and supervisory responsibilities. Projects include:
• Land Planning Design 50-acre Resort Area Conference Center • Exclusive Specialty Retail Space Planning - Lake Arrowhead Village • Professional and Medical Office Space Planning (250,000 sq. ft.) • Custom Luxury Housing Design (50 Homes - 3,000 to 12,000 sq. ft.) Program & Operations Manager - Plan Review
City of Richmond, VA
2020 - 2021
EDUCATION
Business Administration - Post
Graduate Studies
B.S., Urban & Regional Planning
A.A., Liberal Arts
REGISTRATIONS/
CERTIFICATIONS
Architects Board Registered
Architect: CA, # 32739
DSA Certified Access
Specialist #182
ICC Certified #0343130:
Certified Building Official
Certified Building Plans Examiner
Certified Building Inspector
(California Building Code and
International Building Code)
Certified Access Plans Examiner
and Inspector
Certified Special Inspector,
Structural Masonry
PROFESSIONAL AFFILIATIONS
American Institute of Architects
(AIA)
American Planning Association
(APA)
California Association of Building
Officials (CALBO)
Division of State Architect (DSA)
International Code Council (ICC)
TOTAL YEARS OF EXPERIENCE
37+
APPENDIX: RESUMES
42 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
854
43 Matthew Torosian, M.S., E.I.T.
Senior Plans Examiner
Matthew has more than two years of experience as a building plans examiner providing plan review services on residential and commercial projects of various sizes and complexities, and is an Engineer-in-Training. He is a team player committed to the success of our clients, working diligently to provide quality plan checking strategies that result in reduced costs for applicants.
Matthew possesses excellent communication skills and is fluent in both English and Armenian.
SELECT PROJECT EXPERIENCE:
Building Plans Examiner
Bureau Veritas North America, Inc.
2021 - Present
Reviews residential and commercial projects for multiple jurisdictions, including photovoltaic, multi-dwelling structures and single-family dwelling units. Matthew collaborates with design professionals to accurately enforce code compliance on plans to ensure safety, quality of life, and sustainability, successfully complete 90% of all plan checks before the deadline. He is skilled in Bluebeam and Microsoft Office and has proficiency in the following codes:
EDUCATION
M.S., Civil Engineering
B.S. Civil Engineering
LICENSES/CERTIFICATIONS
ICC Certified:
Building Plans Examiner
Commercial Energy Plans
Examiner
CAL OES SAP
Engineer-in-Training #171331
PROFESSIONAL AFFILIATIONS
International Code Council (ICC)
SEAOSC
CALBO
TOTAL YEARS OF EXPERIENCE
2+
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
• CBC
• CRC
• CEnC
• CPC
• CEC
• CMC
• CGBSC
• ASCE 7
• AISC 15
• ACI 318
• NDS Wood Construction
APPENDIX: RESUMES
855
44 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
Joe Medina, M.S., E.I.T.
Senior Plans Examiner
Joe is a plans examiner with strong technical capabilities and leadership skills helping to ensure that review of plans and specifications for the construction, alteration and repair of commercial, residential, and industrial buildings and structures meet the requirements of applicable building, mechanical, plumbing, fire, and electrical codes for clients. Joe has a profound knowledge of methods, materials and practices of construction. He is an upcoming graduate with a Master’s Degree in Structural Engineering. He is also an International Code Council Certified Building Plans Examiner. He has the necessary knowledge, skills and ability to read and interpret site plans, building plans, specifications, calculations and codes to determine compliance with appropriate codes and ordinances, analyze difficult construction code situations and to comprehensively examine plans and specifications and discuss. He possesses strong judgment, is able to communicate clearly both orally and in writing and excellent human relations skills.
SELECT PROJECT EXPERIENCE:
Plans Examiner
Bureau Veritas North America, Inc.
2018 - Present
Performs a variety of advanced technical, administrative, and supervisory work in directing engineering activities related to plan review for numerous municipal clients throughout the Southern California. Reviews residential, commercial, industrial and public works project plans, reports and other development and design related documents for compliance with all applicable building, mechanical, plumbing, fire, and electrical codes, and other local, state, and federal codes and guidelines. Interacts with designers, contractors and owners to review proposed projects, answered question. Provides interpretations of the codes and established policies and procedures. Researches code and product standards to determine compliance with adopted codes. Select clients include:
• City of Malibu
• County of Los Angeles
• City of Glendale
• City of Torrance (on-site)
Internship
City of Los Angeles, CA
2017
Internship with City of Los Angeles involved participating on several fabrication projects at the C.
Erwin Piper Technical Center for the Los Angeles City Department. Was in charge of fabrication and proper manufacturing of radio room for signal testing.
EDUCATION
M.S. Structural Engineer
B.S. Civil Engineer
LICENSES/CERTIFICATIONS
Certified Engineer in Training,
CA #EIT-172115
ICC Certified #9264369:
Building Plans Examiner
Cal OES Safety Assessment
Program, Building Inspector
#91913
PROFESSIONAL AFFILIATIONS
American Society of Civil
Engineers (ASCE)
Structural Engineers Association
of Southern California (SEAOSC)
International Code Council (ICC)
TOTAL YEARS OF EXPERIENCE
5+
APPENDIX: RESUMES
856
45 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
Tim Tran, M.C.P., C.B.O., C.A.Sp.
Certified Access Specialist
Tim has 15+ years of experience as a certified plans examiner and building official. His broad range of responsibilities have included plan review, coordination of projects between departments, preparing annual budgets, and resolving construction issues.
SELECT PROJECT EXPERIENCE:
Certifed Access Specialist
Bureau Veritas North America, Inc.
2020 - Present
In addition to the performance of Building Official tasks, Tim performs complex professional architectural, plumbing, mechanical, electrical, ADA and structural engineering work in the building plan review process. He provides technical assistance to building inspectors, as well as general information and assistance to engineers, contractors, architects, and property owners regarding plan applications. Tim also reviews alternate design and method applications and recommends approval or appropriate revisions to the building official.
Building Official
City of San Bernardino
2020 - 2021
Administered programs and operations of the Building and Safety and Code Enforcement.
Building Official
City of Monterrey Park
2015 - 2020
Administered the programs and operations of the Building and Safety Division.
Plans Examiner
City of Santa Monica
2008 - 2015
Reviewed construction drawings for code compliance.
Plans Examiner
City of Anaheim
2007 - 2008
Reviewed construction drawings for code compliance.
Senior Building Inspector
City of Pasadena
2006 - 2007
Reviewed construction drawings for code compliance and conducted field inspection.
Building Inspector
City of Monterrey Park
2002 - 2006
Conducted field inspection of new and altered buildings.
EDUCATION
B.S. Civil Engineering
LICENSES/CERTIFICATIONS
ICC Master Code Professional
#5104603
ICC Certified Building Official
#5104603
Certified CASp #743
PROFESSIONAL AFFILIATIONS
National Fire Protection
Association (NFPA)
International Association of
Plumbing and Mechanical
Officials (IAPMO)
American Society of Plumbing
Engineers (ASPE)
International Association of
Electrical Inspectors (IAEI)
TOTAL YEARS OF EXPERIENCE
15+
APPENDIX: RESUMES
857
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
Martin Pasamba
Plans Examiner
Martin has 7+ years of experience in the building safety industry, with software experience in Microsoft Office, Excel, Risa-2D, Blubeam and AutoCAD. His coursework included hydraulics, engineering statics, structural analysis, reinforced steel design, reinforced concrete design, engineering dynamics, and land surveying.
SELECT PROJECT EXPERIENCE:
Building Plans Examiner
Bureau Veritas North America, Inc.
2019 - Present
Conducts various residential and commercial plan review of structures using the latest applicable California Residential, Building, Mechanical, Electrical, Plumbing, Energy or International Building code. Performs structural, geotechnical, grading, and building code analysis to review/ discern possible risks. Represents Bureau Veritas when communicating with architects, structural engineers and/ or building officials to discuss fire/ life safety inquiries to ensure planned safety and constructability. Complies with jurisdiction ordinance requirements for LA County, San Bernardino, San Dimas, Monrovia, Santa Rosa, and Malibu for plan submittals. Coordinated projects for Santa Rosa Tubbs Fire project rebuild. Coordinates plan review with plan check engineers and/ or City agencies. Participate in SEAOC, CALBO and CASp training seminars for continuation credit.
City Intern
Santa Clarita City Hall
2018 - 2019
Performed CIS and AutoCAD integration, site visibility analysis, signing and striping analysis, and flow of traffic observations/analysis.
Data Entry Clerk
Infinity Precision, Inc.
2016
Prepared data packages for government bids of aircraft arts. Also prepped data entries and information procurements and aircraft blueprint readings.
EDUCATION
B.S. Civil Engineer
LICENSES/CERTIFICATIONS
ICC Certified:
Building Plans Examiner
PROFESSIONAL AFFILIATIONS
International Code Council (ICC)
American Society of Civil
Engineers (ASCE)
TOTAL YEARS OF EXPERIENCE
7+
APPENDIX: RESUMES
858
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
Jecsan Perez
Building Plans Examiner
Jecsan has more than 4 years of experience providing plan check services reviewing residential and commercial projects of various sizes and complexities. He has strong interpersonal skills and takes a proactive approach to problem solving, interfacing with owners, architects and contractors. Jecsan is bilingual in English and Spanish.
SELECT PROJECT EXPERIENCE:
Building Plans Examiner
Bureau Veritas North America, Inc.
2021 - Present
Review residential and commercial projects for multiple jurisdictions, including photovoltaic, multi-dwelling structures and single-family dwelling units, utilizing Bluebeam.
M6 Consulting, Inc.
Plans Examiner
2019 - 2020
Examined plans for residential and commercial projects for the City of Calabasas. Utlized AutoCAD to draft architectural and structural details for residential design projects.
EDUCATION
B.S. Civil Engineer
LICENSES/CERTIFICATIONS
ICC Certified:
Building Plans Examiner
Engineer-in-Training
PROFESSIONAL AFFILIATIONS
International Code Council (ICC)
National Council of Examiners for
Engineering and Surveying
TOTAL YEARS OF EXPERIENCE
4+
APPENDIX: RESUMES
859
48 Dwayne Butz
Plans Examiner / Building Inspector
Dwayne has 25 years of design and inspection experience in the building industry.
He has been responsible for multiple inspections, code updates, and designing for residential and commercial projects. He has managed training of colleagues and as a result is exceptionally knowledgeable in the building codes, municipal codes and building department operations. Dwayne is able to successfully communicate with customers and explain building code sections thoroughly.
SELECT PROJECT EXPERIENCE
Plans Examiner/Building Inspector
Bureau Veritas North America, Inc.
2021 - Present
Perform plan reviews for residences and commercial buildings. Highly knowledgeable on building codes and regulations. Works effectively with applicants to explain code requirements. Creates corrections, outlining areas of improvement for plans and referencing the applicable building code sections and locally adopted regulations.
Associate
Marx/Okubo Associates
2020 – 2021
ICC Certified Inspector responsible for hundreds of residential renovation inspections within a military housing development consisting of 3 (three) different communities.
Created system to provide a quick snapshot of project inspection status.
Designer
KB Home
2016 – 2020
Created hundreds of hand sketched Design Drawings for KB Home Arizona. California, Colorado. Florida, Nevada, North Carolina, Texas and/a Washington Divisions ProActively addressed Design Guideline, Marketing, Purchasing, and Construction opportunities and constraints. Responsible fa New Plan Series within KB Home Texas Divisions. Completed over200 KB University online courses. Assisted with the creation of Colorado Division’s popular Mid-Century Modem Star1ig,t Collection Project Manager
CJ Light Associates
2014 to 2016
Provided several clients with he personalized care needed to effectively translate their custom home wishes into reality within the Coastal Cities of Seal Beach, Newport Beach, Laguna Beach and Dana Point California. Identified and addressed possible conflicts prior to construction. lncreased Junior Project Managers knowledge of construction and building code through one on one discussion. Reduced overall costs without sacrificing design intent.
EDUCATION
B.A., Architecture
B.F.A., Interior Planning/Design
REGISTRATIONS/
CERTIFICATIONS
NAHB Certificate
IRM Certificate
ICC Certifications:
Residential Plans Examiner
Residential Combination
Inspector
Residential Building Inspector
Mechanical Inspector
Residential Electrical Inspector
Residential Plumbing Inspector
Lean Six Sigma Black Belt
PROFESSIONAL AFFILIATIONS
International Code Council (ICC)
Institute of Risk Management
(IRM)
National Green Building
Standard Certification (NAHB)
TOTAL YEARS OF EXPERIENCE
25+
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
APPENDIX: RESUMES
860
49 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
APPENDIX: RESUMES
Michael Wiener
Senior Building Inspector
Michael has 22+ years of experience in building inspection and plan review services. He is well versed in computer operating systems, including Microsoft Windows and computer programs including Primavera, Tidemark, Atlas, Microsoft Projects, Excel, Word and various others. His project experience expands throughout the Southern California region and the state of Arizona.
Inspections including residential and commercial buildings.
SELECT PROJECT EXPERIENCE:
Senior Building Inspector
Bureau Veritas North America, Inc.
2022 - Present
Performs residential and commercial building inspections for a variety of projects, bringing a high-level knowledge and expertise as a senior inspector.
Plans Examiner / Building Inspector II
City of Maricopa, AZ
2019 - 2022
Performed combination inspections for both commercial and residential construction. Other duties include performing plan checks, working with citizens, developers, superintendents, engineers and architects to ensure compliance with building codes, planning and zoning ordinances and timely completion of project.
Building Inspections Supervisor
City of Irvine, CA
2015 - 2021
Supervised 15 full time employees for the New Residential and formally 6 full time employees for the Remodel Residential Inspection Teams. Assigned daily work tasks; manage daily inspection requests from developers. Assisted during emergency conditions and work with the City’s Emergency Operations Center; performed emergency reviews, inspections and post buildings according to the State guidelines. Perform employee reviews, coordinated training and certifications for all inspectors, managed and trained all contract staff, review contracts from third party consultants for inspection staffing. Coordinated with Code Enforcement for all municipal code violations. Assessed future projects for planning staff, plan check staff, including permit fees, inspection sequence and phasing.
Contract and Senior Building Inspector
City of Irvine, CA
2013 - 2015
Performed daily inspections for the New Residential Team, including multi-story apartments, tract homes and high rise apartments. Inspected all building types including fire-rated apartments and affordable housing units. Spent 1 year as a contract inspector and 1 year as a Senior Inspector before being promoted to Inspections Supervisor.
EDUCATION
A.S., Construction Management
Journeyman’s Certificate
LICENSES/CERTIFCATIONS
ICC Certified:
Residential Building Inspector
Residential Electrical Inspector
Residential Mechanical Inspector
Residential Plumbing Inspector
Commercial Building Inspector
ICBO Certfied:
UBC Building Inspector
TOTAL YEARS OF EXPERIENCE
22+
861
50 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
APPENDIX: RESUMES
LICENSES/CERTIFICATIONS
ICC Certified Residential
Building Inspector
TOTAL YEARS OF EXPERIENCE
35+
Luis Mota
Building Inspector
Luis is a seasoned construction professional with multiple areas of expertise. He has over 35 years of experience within the construction industry. Throughout his career he has exhibited his ability to handle multiple projects simultaneously and has a proven track record of excellent follow-through on assignments as well as a demonstrated commitment to successful project completion. Furthermore, he has the ability to acquire and apply knowledge rapidly and is an excellent communicator with the ability to effectively and professionally interface with clients and business associates. Luis is fluent in both English and Spanish.
SELECT PROJECT EXPERIENCE:
Building Inspector
Bureau Veritas North America, Inc.
2022 - Present
Conducts inspections to ensure building construction is in compliance with the applicable municipal, state, and federal codes and ordinances. Reads and studies project specifications, plans, and drawings to become familiar with the project prior to inspection, confirming structural or architectural changes have been stamped as approved by the relevant authority. Documents inspections on construction projects to determine all aspects of the project such as foundations, building, electrical, plumbing, and mechanical systems conform to the applicable building codes, zoning ordinances, energy conservation, and disabled access requirements. Select clients and projects to which services have been delivered include:
• City of South El Monte
• City of La Mesa
Various Positions
All Pro Designs
1987 - Present
CONSTRUCTION PROJECT MANAGEMENT: Managing and hands on workmanship throughout all phases of construction projects. Estimated time and material costs. Maintained quality and cost control. Knowledge on all aspects of construction. Vast experience throughout the last 35 Years.
DEPUTY INSPECTOR: 4 Years of experience
PLANS DESIGNER: 18 Years of experience designing custom homes, room additions, and health department plans.
ADMINISTRATION: Oversaw expenditures and payroll. Developed and implemented policies and procedures. Ensured compliance with government regulations. Prepared all project documentation.
SUPERVISION/TRAINING: Supervised Foremen and Laborers. Hired and scheduled subcontractors. Trained and evaluated all team members.
KNOWLEDGE OF FOUNDATION RELATED PROJECTS: Rebar, stem walls, cement, slabs, curb and gutter, side walks and flat work. Installation of required anchor bolts. 862
51 BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
APPENDIX: RESUMES
EDUCATION
A.S., Power Plant Operations
LICENSES/CERTIFICATIONS
ICC Certifed:
Residential Building Inspector
Commercial Building Inspector
OSHA 30 Construction Certified
HVAC/EPA Certification
TOTAL YEARS OF EXPERIENCE
17+
Kirk Zimmerman
Building Inspector
Kirk brings 17+ years of experience in the construction industry in a variety of capacities and is an ICC certified commerical building and residential building inspector. He has broad project and managerial experience and is adept at communication and problem solving.
SELECT PROJECT EXPERIENCE:
Building Inspector
Bureau Veritas North America, Inc.
2022 - Present
Conducts inspections to ensure building construction is in compliance with the applicable municipal, state, and federal codes and ordinances. Reads and studies project specifications, plans, and drawings to become familiar with the project prior to inspection, confirming structural or architectural changes have been stamped as approved by the relevant authority. Documents inspections on construction projects to determine all aspects of the project such as foundations, building, electrical, plumbing, and mechanical systems conform to the applicable building codes, zoning ordinances, energy conservation, and disabled access requirements.
QA/QC Inspector
Private Sector
2021 - 2022
• Technical audits of small business customers
• Verified salesperson’s assessment oflighting and refrigeration measures. • Perfomed replacement installations of lighting and refrigeration fan motors • Trained subcontractors on motor installations
• Performed post-installation inspections with SCE representatives Maintenance Manager
Tarzana Treatment Centers
2020
Assistant Operations Manager
Good Eggs, Inc.
2018 - 2020
Maintenance Manager
Lakeshore Pearl Apartments
2015 - 2018
863
BUREAU VERITAS 220 TECHNOLOGY DRIVE, SUITE 100, IRVINE, CA 92618 P 949.860.4800 | WWW.BVNA.COM
52 APPENDIX:
PLAN CORRECTION
COMMENT LETTERS
864
53 APPENDIX: COMMENT LETTERS
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
COMMENT LETTER #1
County of Riverside Permit # BNR2300040
July 11, 2023 BVNA #
Project Description: New pre-manufactured metal
building housing an emergency
shelter building
Project Address: 66-101 Hammond Rd., Mecca
Application/Permit #: BNR2300040
Occupancy: A-3/S-1
Type of Construction: V-B
Sprinklers: Yes
Stories: 1
Floor Area (s.f.): 19,280
Fire Hazard Severity Zone/ WUI: No
Fire Alarm: Choose an item.
Bureau Veritas has completed the first plan review of the below listed documents on behalf of the County of Riverside Building & Safety Department:
GENERAL INSTRUCTIONS
1. This plan review has been made to verify conformance to minimum requirements of codes and ordinances adopted by the County of Riverside. Codes in effect for this project include the 2019 editions of the California Building Code (CBC), California Residential Code (CRC), California Green Building Code (CGBC), California Plumbing Code (CPC), California Mechanical Code (CMC), California Electrical Code (CEC), and California Energy Code (CEnC). The CBC is based on the 2018 editions of the International Building Code, which was published by the International Code Council. The CPC and CMC are based on the 2018 edition of the Uniform Plumbing and Mechanical Codes, respectively, which were published by IAPMO. The CEC is based on the 2017 edition of the National Electrical Code published by the National Fire Protection Association (NFPA).
Applicable code sections are referenced after each item in this list.
2. These plans and documents have been reviewed for compliance with the applicable code requirements of the jurisdiction. The stamping of these plans shall not be held to permit or be an approval of a violation of any applicable codes and/or standards nor relieve the owner, design professional of record or contractor of compliance with any applicable codes and/or standards. Plan review of documents does not authorize construction to proceed in violation of any federal, state, nor local regulation.
3. The review does not necessarily include errors and omissions. Complete compliance is the responsibility of the designer.
4. All comments shall be resolved on the plans prior to the recommendation to the governing body for approval.
5. The comments identified in other sections of this review require clarifications/corrections before this plan check can be completed.
6. For reference for explanations in the examiner’s comment sections, italic text refers to the initial submittals, bold text on second submittals, and underlined text on third submittals.
7. Please annotate your response in the areas on each comment, please see the comment section, 865
54 APPENDIX: COMMENT LETTERS
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
COMMENT LETTER #1
County of Riverside Permit # BNR2300040
July 11, 2023 BVNA #
8. Submit a list showing any changes to the plan or previously submitted documents that are not the result of the plan check comments. Please “cloud” and/or “delta” all revisions made on plans due to this comment list as well as any other design changes.
IN ORDER TO PROCESS THIS PLAN REVIEW PLEASE PROVIDE THE NAME AND
PHONE NUMBER OF THE INDIVIDUAL WHO PREPARED THESE PLAN REVIEW
RESPONSES
NAME: _____________________________________ PHONE: ____________________________
Please provide ONE full COMPLETE electronic submittal, with supporting documentation, and answers to ALL comments listed in the comment section and submit to:
County of Riverside, 4080 Lemon Street, Riverside, CA 92501 Respectfully Submitted,
Arch, Access, Green, & Energy reviewed by:
Tim Tran, CBO, MCP, CASp
[email protected]
220 Technology Drive, Suite 100
Irvine, CA 92618
Phone (714) 431-4149
MEP reviewed by:
Morteza Beheshti, P.E.
[email protected]
220 Technology Drive, Suite 100
Irvine, CA 92618
Phone: (858) 208-6802
Structural reviewed by:
Henry Hadidi, S.E, Ph.D
[email protected]
220 Technology Drive, Suite 100
Irvine, CA 92618
Phone: (858) 208-6802
Please write the sheet number, detail number, and/or location indicating where the comment is located. Please be specific as to where comment items have been addressed so that recheck may be expedited. To aid in the plan review process—please indicate in the space adjacent to each comment or on a separate sheet, the sheet and the exact location on the sheet where corrections have been made (e.g., Detail S of Sheet 3). Please “cloud” and/or “delta” all revisions made on plans due to this comment list as well as any other design changes.
Please note the plans will be routed back to Riverside County for quality control review after Bureau Veritas approves. There may be other comments generated by the Building and Safety Department that will also require your attention and response. This attached list of comments, then, is only a portion of the plan review. Contact the County for other items if applicable.
866
55 APPENDIX: COMMENT LETTERS
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
COMMENT LETTER #1
County of Riverside Permit # BNR2300040
July 11, 2023 BVNA #
JURISDICTIONAL COMMENTS-NAME & EMAIL ADDRESS OF PLAN REVIEWER J1. It appears that there are grading permits for this lot. Please be advised that a foundation certificate by the structural designer and a soils report is required for grading permits. a. Projects requiring a grading permit are required by Riverside County to provide a soils investigation (Grading Report) after completion of rough grading. This soils investigation may reveal soil properties that vary from structural designer’s original design assumptions.
Soils may prove to be considered expansive, corrosive, or may have other properties that would alter the original foundation design. Because of this, the structural designer must be made aware of the findings within the Grading Report.
b. The intention of this letter is to verify that the structural designer (Design Professional in Responsible Charge per CBC 107.3.4) has evaluated the findings within the approved Grading Report. In addition, any alterations necessary under the applicable Codes have been made to the project plan set provided prior to final approval. Please fill out the attached certification and print it on the foundation sheet. If the information is not available now, department clearance will be created to provide the foundation cert. prior to the issuance of this permit.
J2. Based on County records, this project appears to be located in an area with potential for soil liquefaction. Per Section CBC Section 1803.5, a geotechnical assessment of this condition is required and, according to Section 1803, the assessment must be conducted by a licensed design professional. If the assessment indicates that the condition, if not corrected, would lead to structural defects, the assessment shall recommend corrective action which is likely to prevent structural damage.
a. Note: Per Section 1803.2, this assessment does not necessarily have to take the form of a full Soil Report. It can take the form of a letter stating that the design professional of record for this project has assessed the site and has either provided corrective actions or that the specific site conditions do not warrant corrective action.
OR
b. Engineer of Record can provide the following note on the plans:
“CERTIFICATION: I, ___________________ (NAME OF ENGINEER) OF ______________________ (NAME OF COMPANY), A REGISTERED CIVIL ENGINEER of record for this project has assessed the site and has determined that the specific site conditions do not warrant corrective action”
ARCHITECTURAL COMMENTS
A1. The construction documents submitted with the application for permit must be accompanied by a site plan showing to scale the size and location of new construction and existing structures on the site, distances from lot lines, the established street grades, and the proposed finished grades and, as applicable, flood hazard areas, floodways, and design flood elevations; and it must be drawn in accordance with an accurate boundary line survey. In the case of demolition, the site plan must show construction to be demolished and the location and size of existing structures and construction that are to remain on the site or plot. [107.2.6] 867
56 APPENDIX: COMMENT LETTERS
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
COMMENT LETTER #1
County of Riverside Permit # BNR2300040
July 11, 2023 BVNA #
A2. G-000:
a. The allowable area of each story of a mixed-occupancy building must be determined in accordance with the applicable provisions of, Section 508.3.2 for nonseparated occupancies and Section 508.4.2 for separated occupancies. [506.2.2] (Provide building area analysis.)
b. Structures must be classified into one or more of the occupancy groups specified in this section based on the nature of the hazards and risks to building occupants generally associated with the intended purpose of the building or structure. An area, room or space that is intended to be occupied at different times for different purposes must comply with all applicable requirements associated with such potential multipurpose. Structures containing multiple occupancy groups must comply with Section 508. Where a structure is proposed for a purpose that is not specified in this section, such structure must be classified in the occupancy it most nearly resembles based on the fire safety and relative hazard. Occupied roofs must be classified in the group that the occupancy most nearly resembles, according to the fire safety and relative hazard, and must comply with Section 503.1.4. [302.1] Please clearly indicate on the floor plans and egress plan the use of the “multi-purpose” rooms so a thorough review can be conducted.
A3. G-100:
a. Each portion of a building must be individually classified in accordance with Section 302.1. Where a building contains more than one occupancy group, the building or portion thereof must comply with the applicable provisions of Section 508.2, 508.3, 508.4 or 508.5, or a combination of these sections. [508.1] (Please indicate occupancy classification A-3 and S-1 space and indicate fire-resistant rating of occupancy separation walls where required and demising walls where required.) A4. Sheet G-101:
a. Exit access travel distance must be measured from the most remote point of each room, area or space along the natural and unobstructed path of horizontal and vertical egress travel to the entrance to an exit. Where more than one exit is required, exit access travel distance must be measured to the nearest exit. [1017.3] A5. Sheet G-103:
a. Please update reference to signage to include detail ID.
A6. Sheet A-100:
a. Please provide at least two building section and at least one in each direction. b. Wall W-1 appears to not exist. Please clarify on wall legend or provide verification that this wall was constructed with a building permit.
A7. Sheet A-102:
a. Glazing in an individual fixed or operable panel adjacent to a door where the nearest vertical edge of the glazing is within a 24-inch arc of either vertical edge of the door in a closed position and where the bottom exposed edge of the glazing is less than 60 inches above the walking surface is considered to be a hazardous location. [2406.4.2] A8. Sheet A-120:
a. Please provide cross reference to applicable details on sheet A-520.
A9. Sheet A-130:
868
57 APPENDIX: COMMENT LETTERS
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
COMMENT LETTER #1
County of Riverside Permit # BNR2300040
July 11, 2023 BVNA #
a. Flashing must be installed at wall and roof intersections, at gutters, wherever there is a change in roof slope or direction and around roof openings. Where flashing is of metal, the metal must be corrosion resistant with a thickness of not less than 0.019 inch (No. 26 galvanized sheet). [1503.2.1]
b. The minimum roof coverings installed on buildings must be Class A. [1505.1] c. Please indicate roof slope.
A10. Sheet A-200:
a. Flashing must be installed in such a manner so as to prevent moisture from entering the wall or to redirect that moisture from entering the wall or to redirect that moisture to the surface of the exterior finish or to a water-resistive barrier complying with Section 1403.2 and that is part of a means of drainage complying with Section 1402.2. Flashing must be installed at the perimeters of exterior door and window assemblies, penetrations and terminations of exterior wall assemblies, exterior wall intersections with roofs, chimneys, porches, decks, balconies and similar projections and at built-in gutters and similar locations where moisture could enter the wall. Flashing with projecting flanges must be installed on both sides and the ends of copings, under sills and continuously above projecting trim. Where self-adhered membranes are used as flashings of fenestration in wall assemblies, those self-adhered flashings must comply with AAMA 711. Where fluid applied membranes are used as flashing for exterior wall openings, those fluid applied membrane flashings must comply with AAMA 714. [1404.4]
A11. Sheet A-500:
a. A fire-resistance rating of building elements, components or assemblies must be determined by the test procedures set forth in ASTM E119 or UL 263. The fireresistance rating of penetrations and fire-resistant joint systems must be determined in accordance with Sections 714 and 715, respectively. [703.2.1] (Provide listing and listing detail on plans.)
A12. Architectural plans must be sealed and signed by a licensed and registered architect. Business and Professional Code, §5536, 5536.1 & 5536.2.
ACCESIBILITY COMMENTS
ACC1. Sheets D-101 and 1-4:
a. At least one accessible route must be provided within the site from accessible parking spaces and accessible passenger drop-off and loading zones; public streets and sidewalks; and public transportation stops to the accessible building or facility entrance they serve. [11B-206.2.1]
b. At least one accessible route must connect accessible buildings, accessible facilities, accessible elements, and accessible spaces that are on the same site. [11B-206.2.2] c. All areas of newly designed and newly constructed buildings and facilities and altered portions of existing buildings and facilities must comply with these requirements. [11B201.1] (Show all accessible elements.) d. Accessible means of egress must be provided. Where more than one means of egress is required from rooms, areas, or spaces, or from story or occupied roof, each accessible portion of the space must be served by accessible means of egress in at least the same number as required by those spaces. [11B-207.1 & 1009.1] e. Each accessible means of egress must be continuous to a public way. [11B-2071 & 1009.1] 869
58 APPENDIX: COMMENT LETTERS
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
COMMENT LETTER #1
County of Riverside Permit # BNR2300040
July 11, 2023 BVNA #
GREEN BUILDINGS COMMENTS
GB1. Sheets G-104A through G-104C:
a. Please update the CalGreen provisions in the construction document to show compliance with the 2022 California Green Building Standards Code. [101.3] GB2. If the new project or an addition or alteration is anticipated to generate visitor traffic, provide permanently anchored bicycle racks within 200 feet of the visitors' entrance, readily visible to passers-by, for 5 percent of new visitor motorized vehicle parking spaces being added, with a minimum of one two-bike capacity rack. [5.106.4.1.1]
GB3. EV capable spaces must be provided in accordance with Table 5.106.5.3.1 and the following requirements:
a. Raceways complying with the California Electrical Code and no less than 1-inch diameter must be provided and must originate at a service panel or a subpanel(s) serving the area, and must terminate in close proximity to the proposed location of the EV capable space and into a suitable listed cabinet, box, enclosure or equivalent. A common raceway may be used to serve multiple EV capable spaces.
b. A service panel or subpanel(s) must be provided with panel space and electrical load capacity for a dedicated 208/240 volt, 40-ampere minimum branch circuit for each EV capable space, with delivery of 30-ampere minimum to an installed EVSE at each EVCS. c. The electrical system and any on-site distribution transformers must have sufficient capacity to supply full rated amperage at each EV capable space. d. The service panel or subpanel circuit directory must identify the reserved overcurrent protective device space(s) as "EV CAPABLE". The raceway termination location must be permanently and visibly marked as "EV CAPABLE."
[5.106.5.3.1]
GB4. EV capable spaces must be provided with EVSE to create EVCS in the number indicated in Table
5.106.5.3.1. The EVCS required by Table 5.106.5.3.1 may be provided with EVSE in any combination of Level 2 and Direct Current Fast Charging (DCFC), except that at least one Level 2 EVSE must be provided. [5.106.5.3.2]
GB5. Primary exterior entries must be covered to prevent water intrusion by using nonabsorbent floor and wall finishes within at least 2 feet around and perpendicular to such openings plus at least one of the following:
a. An installed awning at least 4 feet in depth.
b. The door is protected by a roof overhang at least 4 feet in depth. c. The door is recessed at least 4 feet.
d. Other methods which provide equivalent protection.
[5.407.2.2.1]
ELECTRICAL COMMENTS
E1. Please provide a response letter indicating location of corrected or existing design on the plans for an expeditious review.
E2. For buildings that require two or more exits, emergency illumination is required to be installed at exterior exit door landings and/or vestibules. Please provide. CBC 1008.3.2 870
59 APPENDIX: COMMENT LETTERS
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
COMMENT LETTER #1
County of Riverside Permit # BNR2300040
July 11, 2023 BVNA #
E3. Different lighting systems (general, display, track, etc.). Shall be separately controlled from one another.
E4. Generally, automatic daylighting control with multilevel lighting ability is required for general lighting in daylit zones. Please provide the locations and control design. ES 130.1(d) E5. Electrical outlets are required to be installed within 25’ of mechanical equipment. Please include outlet locations, the receptacle specifications (GFCI & weather-resistant), and the extra duty cover specification. CMC 303.8.5 & CEC 210.63
E6. Provide GFI receptacle for the EWC.
E7. Please size all conduit and feeders including EG wire for HVAC units.
E8. In all buildings, controlled receptacles are required in private offices, open office areas, reception lobby, conference room, kitchette in office spaces, and the copy room per Energy Manual 130.5(d). Please include the control design and receptacle locations on the electrical plans.
MECHANICAL COMMENTS
M1. Please provide a response letter indicating location of corrected or existing design on the plans for an expeditious review.
M2. Please provide completed Mechanical plans for review. Comments are based on the information provided on the Architectural drawings. More comments may follow.
M3. Please make sure equipment Tags are correct and consistent. AC-1-9 shown on floor plans inside and outside. Details call for FC-1 and FC-2.
M4. The ventilation air supply shall be sufficient to provide make-up air for exhaust systems. Provide an air balance schedule and specify all exhaust and make-up air systems that are required to be electrically interlocked. CMC 505.3
M5. Environmental exhaust duct terminations may be no closer than 3’ from a property line or 3’ from openings back into the building. Revise the duct layout or clearly note on the plans that the exhaust termination will be no closer than 3’ to the window. CMC 502.2.1 M6. Please match the energy forms entries with the submitted plans. I.e., gas boiler water heater indicated does not match insta hot electric detailed on plans.
PLUMBING COMMENTS
P1. Please provide a response letter indicating location of corrected or existing design on the plans for an expeditious review.
P2. Please provide plumbing plans to accommodate the Architectural plans for review. The following comments are provided based on the material provided. More comments may follow. 871
60 APPENDIX: COMMENT LETTERS
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
COMMENT LETTER #1
County of Riverside Permit # BNR2300040
July 11, 2023 BVNA #
P3. Add note: "Each vent shall rise vertically to a point not less than six (6) inches above the floodlevel rim of the fixture served before offsetting horizontally or before being connected to any other vent."
P4. Show the required floor drains in the following locations, as per CPC. Section 418.3:
P5. Toilet rooms containing 2 or more water closets or a combination of 1 water closet and 1 urinal.
P6. Detail how the floor drain trap seal is to be maintained. CPC 1007.0 P7. Floors shall slope to the floor drain(s) location(s). Please detail on the architectural floor plans.
CPC 418.5
P8. Urinals require a cleanout to be installed per CPC 707.4 (above the fixture connection location) P9. Domestic hot water piping shall be insulated per section 609.11 CPC. Show insulation and its thickness on plumbing plans.
P10. Please provide completed Hot and Cold water plans for review.
P11. A Certification of Compliance is necessary when installing CPVC/PEX water piping materials prior to building permit issuance. CPC 604.1.1 (CPVC)/CPC 604.1.2(PEX) P12. For backwater valve review, please show the upstream sewer manhole rim and finished floor elevations. CPC 710.0
P13. Provide complete water line sizing calculations: Include the water pressure, pressure loss calculations, water demands, and the developed pipe lengths. CPC 610.0 or Appendix ‘A’.
P14. Show the required self closing or self closing metering faucets for the lavatories intended to serve the public. CPC, Section 407.4.
P15. For the instantaneous water heater provide expansion tank or other approved method of relieving pressure per Section 608.3 CPC and show routing and termination of pressure and temperature relief drain for water heater.
P16. Add note on plans: "Lavatory faucets in restrooms shall be the self-closing type and shall not exceed a water flow of 0.20 gal/use."
P17. Add note on plans: "Each faucet shall not exceed a water flow of 1.8GPM."
STRUCTURAL COMMENTS
STR1. Structural drawing 5/5: Provide Design Criteria in accordance with CBC 2022 requirements.
STR2. Structural drawing 5/5: Provide Structural Observation and Special Inspection General Notes per Chapter 17 of CBC 2022.
872
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BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
COMMENT LETTER #1
County of Riverside Permit # BNR2300040
July 11, 2023 BVNA #
STR3. Structural Detail A/4: Submit calculations for the roof to wall connection as shown on this detail.
STR4. Structural drawing 4/5: Provide calculations for the horizontal roof diaphragm bracing as shown on this sheet. Check the connection of the horizontal bracing to the roof framing.
STR5. Structural drawing 4/5: Provide diaphragm design calculations including drag/chord design.
STR6. Structural drawing 2/5: Provide calculations for the shear transfer from the roof diaphragm to the braced frames.
STR7. Structural drawing 1/5: Submit calculations for the shear transfer from the braced frames to the foundation.
STR8. Calculations page 39/41: Anchor bolt design is per ACI 318-14. Revise calculations to comply with ACI 318-19.
STR9. Calculations page 41/41: Provide detailed calculations for the screw capacities listed on this page.
List the equations used, define the terms used in the equations and provide reference for the values of the parameters used.
STR10.Calculations page 40/41: The vendor construction documents from which this page is taken from was not signed by Civil/Structural Engineer registered in California. SEOR shall verify the accuracy of the data listed on this page.
STR11.Calculations page 25/41: Identify the calculation page numbers where the knee brace force and the apex brace force values can be found.
STR12.Calculations page 25/41: Identify the details on the plans that correspond to the calculations on this page.
STR13.Calculations page 26/41: Identify the calculations page numbers where the shear forces listed on this page can be found.
STR14.Calculations page 27/41: Identify the calculations page numbers upward load of 129 LB/FT can be found.
STR15.Calculations page 28/41: Identify the calculations page numbers where inward load of 95 LB/FT and outward load of 104 LB/FT can be found. Do same for all inward and outward loads listed on this page.
STR16.Calculations page 29/41: Provide detailed calculations for the column overturning capacity listed on this page.
STR17.Calculations page 29/41: Check the columns for the axial load plus overturning moment interaction per AISI S100 requirements.
STR18.Calculations page 33/41: Identify the calculations page numbers where the inward load of 71 LB/FT and outward load of 77 LB/FT can be found.
873
62 APPENDIX: COMMENT LETTERS
BUREAU VERITAS 220 Technology Drive, Suite 100, Irvine, CA 92618 714.431.4100 | www.bvna.com
COMMENT LETTER #1
County of Riverside Permit # BNR2300040
July 11, 2023 BVNA #
STR19.Calculations page 34/41: Justify the use of the uncracked concrete in the anchor bolt design.
STR20.Calculations page 37/41: Revise the anchor bolt design to comply with the ACI 318-19 requirements.
END OF COMMENTS
874
63 APPENDIX: COMMENT LETTERS
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COMMENT LETTER #2
CorrLists\RESIDENTIAL PlanReviewComments&Corrections 4/2022 1
CITY OF NEWPORT BEACH
COMMUNITY DEVELOPMENT DEPARTMENT
BUILDING DIVISION
100 Civic Center Drive | P.O. Box 1768 | Newport Beach, CA 92658-8915 www.newportbeachca.gov | (949) 644-3200
RESIDENTIAL
PLAN REVIEW COMMENTS & CORRECTIONS
Project Description: New accessory dwelling unit
Project Address: 2200 Bayside Dr Plan Check No.: PC22-2563 Permit App. Date: 05/20/2022 Plan Check. Expires: 11/03/2022 Use: For viewing Occupancy: R-3 Const. Type: V-B
No. Stories: 2 Permit Valuation: 2,165.43 Adjusted Valuation:
Architect/Engineer: Tim Doudna Phone: 649.666.2555
Applicant/Contact: Tim Doudna Phone: 649.666.2555
Plan Reviewer: Jecsan Perez
QC:Plan Check Engineer: Trang Huynh, P.E
Phone: 714.431.4119
Engineer email: [email protected]
X 1st Review: (date) 2nd Review: (date) 3rd Review: (date) Italic comments By Appointment
The project plans were reviewed for compliance with the following codes and standards:
2019 CRC; 2019 CBC; 2019 CPC; 2019 CEC; 2019 CMC; 2019 California Energy Code; 2019 California Green Building Standards Code (CG); & Chapter 15 of the Newport Beach Municipal Code (NBMC).
The code section references are from the 2019 CRC, unless otherwise stated. • TO EXPEDITE PROJECT APPROVAL: Please provide a written response indicating how and where each comment was resolved on the plans.
• Resubmit all previously reviewed plans, updated plans and supporting documents with each subsequent review.
• AFTER 2nd PLAN REVIEW: Please call or email the plan check engineer listed above to schedule a plan review appointment, to expedite project approval.
• For clarification of any plan review comment, please call the plan check engineer listed above. • Plan review status is available online at
www.newportbeachca.gov/government/departments/community-development/buildingdivision/plan-check-status. Project status is also available by speaking with a permit technician at 949- 718-1888 during business hours.
875
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COMMENT LETTER #2
CorrLists\RESIDENTIAL PlanReviewComments&Corrections 4/2022 2
GENERAL
1. Obtain plan review approval from the following:
a. Building Division
b. Fire Department
c. Planning Division
d. Public Works Department
2. Final drawings which will be approved for permit issuance shall be signed by the respective design professional on each sheet (electronic signature is acceptable). Remains until final approval
3. Write a note on plans:
a. “A Cal-OSHA permit is required for excavations deeper than 5’ and for shoring and underpinning.”
b. The maximum time to complete construction on a project is limited to three years from the date of the permit for all permits issued after August 21, 2019 as required by NBMC Section
15.02.095.
4. Provide a project information sign for projects requiring fencing (new structure or addition and remodel to an existing structure with a combined floor area exceeding seventy-five (75) percent of the floor area of the proposed structure) in designated “High Density Areas”. Project sign shall comply with NBMC Section 15.60.030.
5. Surface drainage shall be diverted to a storm sewer conveyance or other approved point of collection that does not create a hazard. The finish grade around the structures shall be graded to drain surface water away. The grade shall fall not fewer than 6 inches within the first 10 feet. [R401.3 CRC]
6. Please clarify if this “viewing room” is an inhabitable space. If so, please revise scope of work to specify unconditioned and inhabitable space. Or otherwise, revise the occupancy to a “U”. - Habitable Space: [RB] A space in a building intended for living, sleeping, eating or cooking.
Bathrooms, toilet rooms, closets, halls, storage or utility spaces and similar areas are not considered habitable spaces. Definition per Chapter of the CRC.
LIGHT & VENTILATION
7. Sheet A2: Provide the illustration (drawing) for window type E on the plans
EXTERIOR WALLS
8. Exterior walls of accessory structures closer than 5 ft. to adjacent structures on the same lot shall be 1-hour fire-resistance-rated construction. Table R302.1(1) and (2). Fire-rated assemblies shall be one of the following: [R302.1 CRC]
a. Listed in GA-600 (Gypsum Association Fire Resistance Design Manual) b. Per 2019 CBC, Table 721.1(2)
c. Other tested and listed assembly by an approved listing agency Provide approved assembly (including attachments) detail on plans.
MEANS OF EGRESS
9. Sheet A2: Please show compliance on plans, that the bottom and top landings for the metal stairway have a length in the direction of travel at least 36” in length. [R311.7.6 CRC]
10. Sheet A4: Provide a luminaire at the bottom landing of the stairway. [R303.8 CRC]
11. Please Note: Landings or finished floors at the required egress door shall not be more than 1½” lower than the top of the threshold. The exterior landing or finished floor shall not be more than 7¾” below the top of the threshold provided the door does not swing over the lower landing or floor.[ R311.3.1 CRC]
12. Please Note: Spiral stairways shall comply with the following requirements: [R311.7.10.1 CRC] a. Maximum rise of 9½” and minimum run (tread) of 6.75” at 12” from narrow edge b. Minimum clear width of 26”
c. Minimum headroom of 6’-6”
d. Provide spiral stairway column connections and footing details on plans. 876
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COMMENT LETTER #2
CorrLists\RESIDENTIAL PlanReviewComments&Corrections 4/2022 3
CONSTRUCTION
13. Unvented enclosed rafters shall comply with CRC Section R806.5. Provide construction detail showing compliance with this requirement.
14. Show decking material. Provide ICC listed number for light weight concrete material.
MECHANICAL, PLUMBING & ELECTRICAL
15. Sheet A4: Provide a GFCI and weather proof receptacle outlet at the balcony area. The receptacle outlet shall not be located more than 6.5 ft. above the balcony. Please see red mark for reference. [210.52(E)(3) CEC]
16. Sheet A4: Please provide the AFCI verbiage/symbol for all the receptacles inside the viewing room.
Please see red mark for reference.
ENERGY EFFICIENCY
17. By CRC definition of a habitable space and a dwelling unit, for an R-3 occupancy, solar would be require per Energy Code, refer to comment #6 explaining habitable space. If space is unconditioned and inhabitable by definition no solar would be require, please be aware.
ADDITIONAL REGULATIONS
18. Write the following note on the cover sheet for deferral submittals: “Deferred submittals to be reviewed by project architect or engineer of record and certified prior to submittal for plan check or approval by the City.”
19. On flat and sloped sites, the top of any exterior foundation shall extend above the elevation of the street gutter at point of discharge or the inlet of an approved drainage device not less than twelve (12) inches plus two (2) percent except for garage and carport space. Alternate elevations are permitted subject to the approval of the Building Official, provided that it can be demonstrated that, required drainage to the point of discharged and away from the structures is provided at all locations on the site. (NMBC 15.10.060 (9))
STRUCTURAL
20. Sheet A3: Provide connection calculations for the glass guardrails. Shall be able to withstand a 200- lb force at top of the railing acting in any direction, and min 50-lb per linear foot for intermediate guard components. The loads are not required to be cumulative.
21. Provide connection details and calculations for the metal stairway connection to the ground and the floor level.
FRAMING
22. Sheet S2: Provide the angle of curvature for the proposed “curved LVL roof rafters”. a. Clarify how the engineered angle of curvature was determined: By the manufacturer or the licensed structural designer. Provide manufacturer specification if applicable.
23. Sheet S2: Detail 2/SD1 does not apply to this scope of work. Detail shows ceiling joists however, no ceiling joists are proposed. Provide a more specific detail to this scope of work.
24. Sheet S2: Provide a connection detail for the support below steel beam “#B3”. Demonstrating how the load is transfer from beam “B3” to foundation. It is unclear, please refer to red mark for location.
25. Sheet S2: Specify the cantilevered lengths for beams “#B2 and #B1” in accordance with structural calculations, respectively. For beam, B-1, the design should consider the loads of the stair landing at the cantilevered portion.
26. Detail 8/SD1: Please clarify if the steel beam not call out is steel beam “#B3”? Please see red mark for reference.
27. Page 21/Calculations: Provide an additional calculation for “beam B2 on line 1”. The point load from the shear walls is at two different locations for both beams “B2”. Show upward camber for the cantilevered ends of B2 due to the end deflection.
877
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COMMENT LETTER #2
CorrLists\RESIDENTIAL PlanReviewComments&Corrections 4/2022 4
28. Provide a calculation for steel beam #B3 take in consideration of the uplift forces from shear wall above.
29. Provide and cross-reference the detail of connection for LVL beam and B2 at the deck area.
30. In addition to what has mentioned in item 26 above, calculations of beam B2 need to be designed for point loads from beam B3.
31. Provide and cross-reference the detail of connection between header 4x12 and HF shear wall (roof framing on sheet S2).
32. Detail 7/SD1, show the type of connection for beam B2 to B1, welding or bolting connection? Stiffner?
33. Detail 5/SD1, clarify the correct size of the beam B3 between the detail and floor framing plan on sheet S2.
34. Detail 2/SD2, retaining wall design:
-Check calculations for the correct size of wall’s thickness. -Show distance to day light for the wall’s footings per the soil report’s requirements. -Design the wall for Key and sliding resistance due to the condition that the retaining wall is on a slope and the concrete slab is not enough to resist sliding force.
35. Sheet S2: Revise the holdowns call out for the shear wall on line 2 to “HDQ8” as page 10 of the structural calculations indicated so. See red marks for reference.
LATERAL
36. Detail 17/SD1, provide calculations for the holdown and its welding to resist uplift forces at HF walls.
37. Sheet S2: Detail 10/SD1 shows the holdown anchorage for shear walls. Detail appears to reference the holdown schedule on sheet S1, the holdown anchors listed are SSTB. However, SSTB anchor bolts cannot be use for this application. Provide a specific model # for the anchor use to holdown the shear wall to the sandwich double sill plate and provide calculations for its welding to resist the uplift force.
a. Load shall be transfer from shear wall to sill plate(s) to steel beam below, for this application.
Please demonstrate how this is achieved.
FOUNDATION
38. Section A-A/Sheet A2: Buildings shall be setback from slopes steeper than 3:1 in accordance with CRC R403.1.7. Show building setbacks from slopes on the section view in accordance with the site plan where required. Please coordinate setbacks with page 17 from soils report. [Figure R403.1.7.1 CRC]
a. Show the setback distances from the toe of all slopes and the elevations of adjacent lots.
Specify the height of the slope.
b. Building foundations shall be located clear of the toe of all slopes by a minimum distance of ½ the height of the slope, but need not exceed 15 feet maximum.
39. Page 28/Calculations: Revise the allowable soil bearing pressure to 1,500 psf. Reanalyze the retaining wall design as necessary.
a. Please update to 2019 CBC code, not 2016.
40. Provide a letter from the Soil Engineer indicating that the designs of foundation system have met the requirements as recommended in the Soil report dated 10/12/2021 (page 23 of the Soil Report).
41. Revise Special Insection Table on sheet GN and Foundation plan on sheet S-1 for the required inspections from the Soil engineer for the caisson footings’ excavations to bedrock and proper soil bearing values.
42. Detail 1/SD2, show footing to be extended at least 5 ft into bedrock per the requirement as specified on page 15 of the Soil report.
43. The design of the cantilevered steel column must be checked for $ of Response modification of 1.5 per table 12-14-1 of ASCE-7.
878
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COMMENT LETTER #2
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44. Detail 8/SD1, show how the holdown strap of the shear wall is connected to the steel beam.
45. Detail 5/SD1, show detail for the front view of the column to the steel beam to justify the “moment connection” as called-out.
46. Detail 1/SD2, in addition to item 42 above, check with the foundation plan on S-1 for the correct size of footing, depth of footing etc.. Also, see sheet A2 for the wrong size of caisson called-out. Please clarify.
ADDITIONAL CORRECTIONS
47. See red marks on plans for additional comments and clarifications. 879
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City of Fontana
Action Report
City Council Meeting
8353 Sierra Avenue
Fontana, CA 92335
File #: 21-2396 Agenda Date: 9/12/2023
Agenda #: A. Category: Public Hearing
FROM:
Housing
SUBJECT:
Public Hearing for Consolidated Annual Performance Evaluation Report (CAPER) RECOMMENDATION:
1. Conduct a public hearing for the Consolidated Annual Performance and Evaluation Report prepared for the U.S. Department of Housing & Urban Development to report on specific Federal housing assistance and community development activities undertaken by the City of Fontana during Fiscal Year 2022-2023; and
2. Authorize the City Manager to execute and transmit any documents necessary to submit the Consolidated Annual Performance, along with any comments received during the public hearing and public comment period, to the Department of Housing & Urban Development.
COUNCIL GOALS:
· Increase citizen involvement by informing the public about issues, program, and accomplishments.
· Concentrate on Inter-governmental relations by pursuing financial participation from county, state and federal governments.
DISCUSSION:
As an entitlement jurisdiction of the U.S. Department of Housing and Urban Development (HUD), the City of Fontana is required to annually prepare and submit the Consolidated Annual Performance and Evaluation Report (CAPER) to HUD. The CAPER document summarizes the City’s use of federal entitlements in a given fiscal year.
In fiscal year 2022-2023, the City of Fontana received $1,995,010 in Community Development Block Grant (CDBG) Program funds, $758,888 in HOME Investment Partnerships (HOME) Program funds, and $179,126 in Emergency Solutions Grant (ESG) Program funds. The 2022-2023 CAPER evaluates the City’s achievement of goals established in the One-Year Action Plan for FY 2022-2023 and assesses the City’s overall performance during fiscal year 2022-2023 in meeting priorities identified in the first year of the City’s adopted Five-Year Consolidated Plan (2020-2024).
The CAPER continues to provide a summary of outcomes associated with HUD funding allocated through the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Through this Act, the City received $2,467,484 in additional CDBG funds and $3,514,507.50 in ESG funds specifically earmarked to respond to the effects of the COVID-19 pandemic.
City of Fontana Page 1 of 2 Printed on 9/7/2023
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File #: 21-2396 Agenda Date: 9/12/2023
Agenda #: A. Category: Public Hearing
In fiscal year 2022-2023, the City of Fontana successfully carried out the actions outlined in both the One-Year Action Plan and the Consolidated Plan.
As required by HUD, a preliminary draft of the CAPER has been made available for public review for a minimum of 15 days. From August 28th through September 12th, 2023, copies of the draft CAPER were available to residents of the City of Fontana and other interested parties on the City’s webpage and various City buildings.
Notice of availability of the CAPER and invitation to comment was published in the Press Enterprise, the San Bernardino Sun and El Chicano newspapers. To date, we have received no written comments on the CAPER document.
FISCAL IMPACT:
No fiscal impact. Funds were appropriated and allocated in prior fiscal years in CDBG & ESG Fund #362 and HOME Fund #363.
MOTION:
Approve staff recommendation.
City of Fontana Page 2 of 2 Printed on 9/7/2023
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2022-2023 CONSOLIDATED ANNUAL PERFORMANCE
AND EVALUATION REPORT
JULY 1, 2022 THROUGH JUNE 30, 2023
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884
City of Fontana 2022-2023 CAPER i
Table of Contents
CR-05 - Goals and Outcomes ................................................................................................ 1 CR-15 - Resources and Investments 91.520(a).....................................................................11 CR-20 - Affordable Housing 91.520(b)...................................................................................17 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c)...............19 CR-30 - Public Housing 91.220(h); 91.320(j) .........................................................................22 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)...................................................................23 CR-40 - Monitoring 91.220 and 91.230..................................................................................28 CR-45 - CDBG 91.520(c).......................................................................................................30 CR-50 - HOME 91.520(d)......................................................................................................31 CR-60 - ESG 91.520(g) (ESG Recipients only) .....................................................................33 CR-65 - Persons Assisted .....................................................................................................35 CR-70 – ESG 91.520(g) - Assistance Provided and Outcomes .............................................38 CR-75 – Expenditures ...........................................................................................................39 Appendices
Appendix A – Public Notices ...................................................................................................... A Appendix B – Summary of Citizen Participation Comments ....................................................... B Appendix C – IDIS Reports ........................................................................................................C 885
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886
City of Fontana 2022-2023 CAPER 1
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan.
91.520(a)
The 2022-2023 Consolidated Annual Performance and Evaluation Report (CAPER) is the City of Fontana’s report to the U.S. Department of Housing and Urban Development (HUD) describing the use of federal Community Development Block Grant (CDBG), HOME Investment Partnerships (HOME) and Emergency Solutions Grant (ESG) funds. The CAPER reports on the first program year of the 2020-2024 Consolidated Plan period, covering July 1, 2022 to June 30, 2023.
The City receives CDBG, HOME and ESG funds from HUD on a formula basis each year, and in turn, implements projects and awards grants and loans to individual households and nonprofit, for-profit or public organizations for projects in furtherance of the adopted Consolidated Plan. In addition to the formula grants, this CAPER includes data related to special allocations awarded through the Coronavirus Aid, Relief and Economic Security (CARES) Act for the CDBG and ESG programs. These programs are respectively titled CDBG-CV and ESG-CV.
The activities reported in this CAPER were determined and planned in the City’s 2022-2023 Annual Action Plan. The Annual Action Plan was approved at a Public Hearing on June 14, 2022.
Following the approval of the Annual Action Plan, the City completed two non-substantial amendments and a substantial amendment to the plan. A substantial amendment was made to 2020 Action Plan to account for the ESG-CV3 allocation. The non-substantial amendments address minor budget modifications. The first substantial amendment was to add HOME American Rescue Plan (ARP) funds to the Action Plan. to increase affordable rental housing. It was approved at a public hearing on September 13, 2022. The second substantial amendment added ESG-CV allocation round three for street outreach and temporary emergency shelter to the Action Plan. In accordance with notice CPD-21-08 this amendment was not subject to consultation and citizen participation requirements and went into effect following a five-day public comment period during which time no comments were received.
For the 2022-2023 program year, the City received $1,995,010 of CDBG funds and $119,833 in unallocated resources; $758,888 of HOME funds, and $2,030,486 in prior year resources; and $179,126 in ESG funds for a total investment of $5,083,343. In FY2020 The City received $2,467,484 in CDBG-CV Funds and $2,343,005 in ESG-CV funds. As of June 30, 2023, the City of Fontana had disbursed 80 percent of CDBG-CV and 77 percent of ESG-CV. In FY2021 the City received $2,633,568 of HOME ARP funds and $1,171,502 of ESG-CV3 funds.
The investment of CDBG, HOME and ESG funds was a catalyst for positive change in the community. Together with other federal, state, and local investments, HUD resources allowed the City and its partners to provide low- and moderate-income households with the services which follow:
• Fair Housing services to 85 individuals,
• Public Safety services to 59,140 individuals,
• Recreational scholarships to 191 seniors and 2 youth, 887
City of Fontana 2022-2023 CAPER 2
OMB Control No: 2506-0117 (exp. 07/31/2015)
• Acquisition and rehab of 6 single family homes
• Rehab of 11 homeowner housing units,
• Assistance to 124 people experiencing homelessness, and During the 2022-2023 Program Year, the City utilized CDBG-CV and ESG-CV funding to support the following programs:
• Short-term housing assistance (CDBG-CV) to 33 households • Hotel/ motel vouchers (CDBG-CV) to 14 households
• Emergency shelter services to 62 people
• Homelessness Prevention services to 183 people
• Rapid Re-Housing services to 2 people, and
• Street Outreach services to 99 people.
In FY2022 the City worked to develop procedures and identify next steps for HOME ARP implementation.
Tables 1a – 1d provide a summary of the five-year and one-year accomplishments for the period ending June 30, 2023, arranged by each of the Strategic Plan Goals included in the 2020-2024 Strategic Plan of the Consolidated Plan.
888
City of Fontana 2022-2023 CAPER 3
OMB Control No: 2506-0117 (exp. 07/31/2015)
Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Table 1.a - 5-Year 2020-2024 Forecasted Budget
Goal Description Category 2020-2024 Source/
Amount
Affordable Housing Preservation Owner occupied rehabilitation Affordable Housing CDBG: $2,818,250 Affordable Rental Housing
Development
Single family acquisition rental
rehabilitation and multi-family
rental development
Affordable Housing
CDBG: $3,213,800
HOME: $3,935,685
CDBG and HOME Program
Administration Program administration Administration
CDBG: $1,924,496
HOME: $357,289
Public Facilities Improvements TBD Non-Housing Community Development CDBG: $1,000,000
COVID-19 Response
Mortgage and rental
assistance and homelessness
prevention and rapid
rehousing
Non-Housing Community
Development
Prevent, prepare, and respond to
COVID-19
CDBG-CV: $2,467,484
ESG-CV: $3,514,507
Fair Housing Services Fair housing and tenant and
landlord mediation services Other CDBG: $175,000
Homeless Assistance Homelessness prevention and
rapid rehousing
Non-Housing Community
Development
Prevent, prepare, and respond to
COVID-19
ESG: $898,375
Public Services for low-income
families
Senior and youth scholarships
and public safety services
Non-Housing Community
Development CDBG: $1,578,886
889
City of Fontana 2022-2023 CAPER 4
OMB Control No: 2506-0117 (exp. 07/31/2015)
Table 2.b - 1-Year 2022 Budget
Goal Description Category 2022 Source/ Amount
Affordable Rental Housing
Development
Single family acquisition rental
rehabilitation and multi-family
rental development
Affordable Housing
HOME: $2,809,347
CDBG: $1,296,757
CDBG and HOME
Program Administration
Program administration AdministrationCDBG: $361,502
HOME: $75,888
Fair Housing Services Fair housing and tenant and
landlord mediation services Affordable Housing CDBG: $37,500 Homeless Assistance
Homelessness prevention and
rapid rehousing
Non-Housing Community
Development
Prevent, prepare, and respond to
COVID-19
ESG: $179,126
Public Services for lowincome familiesSenior and youth scholarships and public safety services
Non-Housing Community
Development
CDBG: $299,251
890
City of Fontana 2022-2023 CAPER 5
OMB Control No: 2506-0117 (exp. 07/31/2015)
Table 3.c - Cumulative and 1-Year Accomplishments
Goal Indicator Unit of
Measure
Strategic Plan: 2020-2024 Annual Outcomes: 2022
Expected
(2020-
2024)
Actual (2020-
2022)
Percent
Complete
Expected Actual Percent
Complete
Affordable
Housing
Preservation
Homeowner
Housing
Rehabbed
Household
Housing
Unit
100 30 19% 0 11 0%
Affordable
Rental
Housing
Development
Rental units
constructed
Household
Housing
Unit
22 8 36% 11 0 0%
Rental units
rehabbed
Household
Housing
Unit
7 9 129% 2 6 300%
City of
Fontana
CDBG and
HOME
Program
Admin
Other Other 5 3 30% 1 1 100%
Fair Housing
Services Other Other 450 864 192% 90 85 94%
Homeless
Assistance
TBRA / Rapid
Rehousing
Households
Assisted 250 6 2% 6 6 100%
891
City of Fontana 2022-2023 CAPER 6
OMB Control No: 2506-0117 (exp. 07/31/2015)
Goal Indicator Unit of
Measure
Strategic Plan: 2020-2024 Annual Outcomes: 2022
Expected
(2020-
2024)
Actual (2020-
2022)
Percent
Complete
Expected Actual Percent
Complete
Homelessness
Prevention
Persons
Assisted 500 210 42% 116 118 101%
Public
Services for
low-income
families
Public service
activities other
than LMI
Housing
Benefit
Persons
Assisted 100,000 177,861 177% 2,200 59,230 2,692%
Table 4.d – CDBG-CV and ESG-CV Goals and Accomplishments Goal Indicator Unit of
Measure
Strategic Plan: 2020
Expected Actual (2020-2022) Percent Complete
COVID-19
Response
Public service
activities other than
LMI Housing Benefit
Persons
Assisted 200 266 133%
Tenant-based rental
assistance (TRBA) /
Rapid Rehousing
Households
Assisted 5 7 140%
Homeless Person
Overnight Shelter
Persons
Assisted 1175 198 67%
892
City of Fontana 2022-2023 CAPER 7
OMB Control No: 2506-0117 (exp. 07/31/2015)
Homelessness
Prevention
Persons
Assisted 300 323 207%
893
City of Fontana 2022-2023 CAPER 8
OMB Control No: 2506-0117 (exp. 07/31/2015)
Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.
The 2020-2024 Consolidated Plan identified seven high priority goals of the city. During the 2022- 2023 program year the city made progress toward meeting these goals while working in an environment which continues to be impacted by the effects of the pandemic.
Preservation of the supply of affordable housing, specifically existing affordable housing stock occupied by low- and moderate-income households, was achieved through the city’s housing rehabilitation programs. In program year 2022-2023, the housing rehabilitation programs rehabilitated 11 housing units.
The city worked to expand the supply of affordable housing in partnership with housing developers. CDBG and HOME funds may be leveraged in support of the development of new rental housing units affordable to households earning less than 30, 60, or 80 percent of Area Median Income (AMI), including units reserved for residents with special needs. In addition, the City may use CDBG and HOME funds to acquire and rehabilitate existing single family and multifamily housing units to increase the supply of affordable rental housing for its lower-income households. In program year 2021, CDBG funds were leveraged to acquire and rehabilitate six single family homes which were affordable to low- and moderate-income households. The Courtplace Apartment Project continues to make progress. It is anticipated this project will bring 11 new units of affordable housing to market the 2024-2025.
Ensuring equal access to housing opportunities by affirmatively furthering fair housing choice through the provision of fair housing education, counseling, anti-discrimination, and landlordtenant mediation services is a high priority goal for the city. In program year 2022-2023 Inland Fair Housing & Mediation Board served 85 low- and moderate-income residents of Fontana.
Prevention and elimination of homelessness is a high priority goal for the city. Fontana supports a continuum of services to prevent and eliminate homelessness including but not limited to homeless prevention programs, emergency shelter and transitional housing. In program year 2022-2023 homeless prevention services were provided to 124 people.
Providing a range of public services to low-income residents to prevent homelessness and ameliorate the effects of poverty is a high priority to the city. Through the 2022 public safety program CDBG funds supported the City's Multiple Enforcement Team (MET), which provided a balanced approach in traditional law enforcement services, along with conducting outreach, education and providing resources to the homeless population. The MET worked directly with the homeless to reduce crime relating to homelessness, calls for service, resources to medical professionals and city staff. The City also provided funding for the recreational scholarship program which benefitted 191 low-income seniors and 2 youth.
Improving city public facilities and infrastructure to benefit low- and moderate-income residents or those presumed under HUD regulations to be low- and moderate-income such as 894
City of Fontana 2022-2023 CAPER 9
OMB Control No: 2506-0117 (exp. 07/31/2015)
the elderly and disabled adults is a high priority goal. Infrastructure projects have a long ramp up period. Funds were not allocated in the 2022-2023 program year.
In program year 2022-2023 the city continued efforts to prevent, prepare and respond to COVID-19 through on-going CDBG-CV and ESG-CV funded programs.
CDBG-CV funded the Emergency Housing Assistance Program which provided subsistence payments in the form of rent and mortgage relief to low- and moderate-income households. This program was funded with $1,973,988 in program year 2020-2021. In 2020-2021, 151 households were assisted; in 2021-2022, 66 households; and in 2022-2023, 33 households were assisted.
Due to the declining rate of need for this type of assistance $340,000 in CDBG-CV funds were reallocated from the Emergency Housing Assistance Program to the Hotel/ Motel Voucher homeless services operations program. In program year 2022-2023, 14 households were assisted by the Hotel/ Motel Voucher program. ESG-CV funded programming included street outreach, shelter, homeless prevention, rapid re-housing, data collection, and administration. The city allocated $2,343,005 to these activities in program year 2020-2021. In program year 2022-2023, these accomplishments were achieved:
• Emergency shelter to 62 people,
• Homelessness prevention to 183 people,
• Rapid re-housing served a total of 2 people,
• Street outreach which served 99 people, and
• Rehab of a temporary emergency shelter.
895
City of Fontana 2022-2023 CAPER 10
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).
91.520(a)
Table 5 – Table of assistance to racial and ethnic populations by source of funds Race CDBG HOME ESG
White 127 64
Black or African American 39 60
Asian 10 0
American Indian or American Native 2 0
Native Hawaiian or Other Pacific Islander 0 0
Total 178 0 124
Hispanic 124 80
Not Hispanic 96 44
Total 220 0 124
Narrative
Table 2 provides an aggregate of race and ethnicity data for the combined number of people, families, households or housing units reported as complete during the program year based on accomplishment data from all CDBG, HOME, and ESG activities reported in HUD’s Integrated Disbursement and Information System (IDIS). Based on this information, an array of persons, families, households or housing unit occupants benefitted from CDBG, HOME, or ESG funded housing, and public service projects during the program year. It should be noted that 24 CDBG participants identified as other, 16 as Black/ African American and White; and two as American Indian/ Alaska Native and Black/ African American.
CDBG-CV served a total of 47 individuals. The racial and ethnic composition of those served is a follows: White (26 individuals); Black or African American (13 individuals); Asian (2 individuals);; Black/ African American and White 1 Other multi-racial (5 individuals); Hispanic (22 individuals).
ESG-CV served a total of 346 individuals. The racial and ethnic composition of those served is a follows: White (187 individuals); Black or African American (29 individuals); Asian (2 individuals); American Indian or American Native (3 individuals); Native Hawaiian or Other Pacific Islander (125 individuals); Hispanic (76 individuals); and Non-Hispanic (124 individuals). 896
City of Fontana 2022-2023 CAPER 11
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Table 3 - Resources Made Available
Source of Funds Resources
Made
Available ($)
Amount
Expended During
Program Year ($)
CDBG $2,199,833.47 $2,181,644
HOME $2,885,235 $39,002
ESG $179,126 $167,038
CDBG-CV $2,467,484 $200,805
ESG-CV $2,343,005 $450,517
Narrative
The federal, state, local and private resources available for the implementation of projects during the 2022-2023 program year are identified in Table 3. The CDBG resources included $1,995,010 in formula grant funds, $119,883 in previously unallocated resources, and $84,940 in program income. The HOME resources included $758,888 formula funds and $2,030,486 in prior year resources for a total of $2,030486. The ESG resources included $179,126 in formula funds.
The City is prioritizing the investment of HOME funds in support of the Courtplace Apartment project that it is anticipated will expand the supply of affordable housing by 11 units available to 30%, 60%, and 80% AMI households. Significant HOME funds are available to finance this project, which is anticipated to be completed in fiscal year 2024-2025.
In FY2022 all ESG funds were allocated to homelessness prevention and rapid rehousing. The 60 percent threshold for street outreach and emergency shelter was not crossed.
To prevent, prepare for and respond to the coronavirus, the City received a total of $2,467,484 in CDBG-CV funds and $2,343,005 in ESG-CV funds. A total of $5,264,194 of CDBG, HOME, ESG, funds was available for projects in the 2022-2023 Program Year. 897
City of Fontana 2022-2023 CAPER 12
OMB Control No: 2506-0117 (exp. 07/31/2015)
Identify the geographic distribution and location of investments Table 4 – Identify the geographic distribution and location of investments Target Area
Planned
Percentage of
Allocation
Actual
Percentage of
Allocation
Narrative Description
Citywide 85% 85% Public services mostly serve low- and
moderate-income areas.
Low- and
Moderate-Income
Areas
10% 12%
There were no capital projects in the
program year. Only the public safety
program was restricted to low- and
moderate-income areas.
Narrative
The actual percentages of allocation in the table above reflect the City’s CDBG formula allocation excluding the City’s planned administrative costs. For Program Year 2022-2023, the City identified one activity to exclusively benefit its low- and moderate-income areas. That was its public safety program to which $240,000 was allocated. This amounted to 1 percent of the City’s CDBG allocation not including program administration or CV funds. 898
City of Fontana 2022-2023 CAPER 13
OMB Control No: 2506-0117 (exp. 07/31/2015)
Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.
In planning and implementing all HUD funded activities, the City regularly works to identify and leverage other funding streams to maximize the impact of the CDBG, HOME, and ESG activities.
Cities receiving HOME Program funds are generally required to provide a HOME match of 25% of their annual allocation. The City of Fontana has qualified for a HOME match reduction of 100% due to COVID-19. Therefore, the City is not required to provide any match as part of the HOME Program. The ESG program requires a dollar-for-dollar match requirement. The City of Fontana requires its ESG subrecipients to meet the match requirement. This is done through a mix of cash and in-kind match as allowed under 24 CFR Part 576. In accordance with State law and local priority, the City consistently looks to leverage state and locally owned property to achieve its annual goals.
Table 5 – Fiscal Year Summary - HOME Match Report
Fiscal Year Summary – HOME Match
1. Excess match from prior Federal fiscal year $18,305,025
2. Match contributed during current Federal fiscal year $0
3. Total match available for current Federal fiscal year (Line 1 plus Line 2) $0
4. Match liability for current Federal fiscal year $0
5. Excess match carried over to next Federal fiscal year (Line 3 minus Line 4) $18,305,025
899
City of Fontana 2022-2023 CAPER 14
OMB Control No: 2506-0117 (exp. 07/31/2015)
Table 6 – Match Contribution for the Federal Fiscal Year Match Contribution for the Federal Fiscal Year
Project
No. or
Other ID
Date of
Contrib
.
Cash
(nonFederal
sources)
Forego
ne
Taxes,
Fees,
Charge
s
Apprais
ed
Land/R
eal
Propert
y
Requir
ed
Infrastructu
re
Site
Prep.,
Const.
Material
s,
Donate
d labor
Bond
Financi
ng
Total Match
None N/A $0 $0 $0 $0 $0 $0 $0
Table 7 – Program Income
Program Income – Enter the program amounts for the reporting period Balance on hand
at beginning of
reporting period
Amount received
during reporting
period
Total amount
expended during
reporting period
Amount
expended for
TBRA
Balance on hand
at end of
reporting period
$95,861 $1,676 $0 $0 $97,538
HOME MBE/WBE report
The City has a policy that requires formal outreach to minority and women-owned businesses as part of the City’s HOME Program. It is an integral part of the City’s contracting practices. All developers funded by the City make a good faith effort to outreach to minority- and women-owned businesses, when soliciting goods and services to support CDBG-funded projects or activities.
Minimal HOME funds were expended during Program Year 2022-2023, therefore, there were no MBE/WBEs beneficiaries during the Program Year.
900
City of Fontana 2022-2023 CAPER 15
OMB Control No: 2506-0117 (exp. 07/31/2015)
Minority Business Enterprises and Women Business Enterprises – Indicate the number and dollar value of contracts for HOME projects completed during the reporting period Table 8 – Minority Business and Women Business Enterprises Total
Minority Business Enterprises
White
NonHispanic
Alaskan
Native
or
America
n Indian
Asian or
Pacific
Islander
Black
NonHispanicHispanic
Contracts
Number 0 0 0 0 0 0
Dollar Amount $0 $0 $0 $0 $0 $0
Sub-Contracts
Number 0 0 0 0 0 0
Dollar Amount $0 $0 N/A $0 $0 $0
Total Women Business
Enterprises Male
Contracts
Number 0 0 0
Dollar Amount $0 $0 $0
Sub-Contracts
Number 0 0 0
Dollar Amount $0 $0 $0
901
City of Fontana 2022-2023 CAPER 16
OMB Control No: 2506-0117 (exp. 07/31/2015)
Minority Owners of Rental Property – Indicate the number of HOME assisted rental property owners and the total amount of HOME funds in these rental properties assisted Table 9 – Minority Owners of Rental Property
Total
Minority Property Owners
White
NonHispanic
Alaskan
Native or
America
n Indian
Asian or
Pacific
Islander
Black
NonHispani
c
Hispanic
Number 0 0 0 0 0 0
Dollar Amount $0 $0 $0 $0 $0 $0
Relocation and Real Property Acquisition – Indicate the number of persons displaced, the cost of relocation payments, the number of parcels acquired, and the cost of acquisition
Table 10 – Relocation and Real Property Acquisition
Parcels Acquired 0 $0
Businesses Displaced 0 $0
Nonprofit Organizations Displaced 0 $0
Households Temporarily Relocated, not
Displaced 0 $0
Househol
ds
Displaced
Total
Minority Property Enterprises
White
NonHispanic
Alaskan
Native or
American
Indian
Asian or
Pacific
Islander
Black NonHispanic Hispanic
Number 0 0 0 0 0 0
Cost $0 $0 $0 $0 $0 $0
902
City of Fontana 2022-2023 CAPER 17
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.
Table 11 – Number of Households
One-Year Goal Actual
Number of homeless households to be provided
affordable housing units 50 0
Number of non-homeless households to be
provided affordable housing units 13 17
Number of special-needs households to be
provided affordable housing units 0 0
Total 63 17
Table 12 Number of Households Supported
One-Year Goal Actual
Number of households supported through rental
assistance 50 0
Number of households supported through the
production of new units 0 0
Number of households supported through the
rehab of existing units 11 11
Number of households supported through the
acquisition of existing units 2 6
Total 63 17
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.
City staff, subrecipients and contractors continued to be impacted by the pandemic and global issues far beyond local control. While workflows and access to clientele normalized some, labor and material costs continue to be impacted by limited supply. City staff and partners’ efforts were focused on assisting the community to prevent, prepare and respond to the coronavirus and expand opportunity for low- and moderate-income residents.
According to the one-year goals in the 2022 Action Plan the City forecasted providing affordable housing to 63 low- and moderate-income households. Due to the pandemic HOME projects timelines have been delayed about a year. The anticipated 11 units from the Courtplace Apartment projects will likely be pushed out to fiscal year 2024-2025.
In the 2022-2023 Annual Action Plan the City forecast ESG would provide rental assistance to 50 households. In the 2020-2021 Annual Action Plan the City forecast ESG-CV would provide rental 903
City of Fontana 2022-2023 CAPER 18
OMB Control No: 2506-0117 (exp. 07/31/2015)
assistance to 60 households, and CDBG-CV would provide emergency housing assistance (rental and mortgage) to 200 households. In FY2022, 33 households received rental assistance through CDBG-CV.
Discuss how these outcomes will impact future annual action plans.
The City will continue to work to make affordable housing and programming resources available to low and moderate income households and those at-risk of and experiencing homelessness.
Progress will continue to be made on the Courtplace project which will bring on 11 new units of affordable housing.
Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.
Table 13 – Number of Families or Households Served
Number of Households Served CDBG Actual HOME Actual
Extremely Low-income 194 -
Low-income 6 -
Moderate-income 11 -
Total 211 -
Narrative Information
The table above (Table 13) includes the CDBG funded owner-occupied rehab, acquisition rehab and scholarship programs. To address what HUD defines as “worst case housing need” – lowincome residents who pay more than 50 percent of their income for housing costs—the City provided funds in the 2022-2023 Action Plan through the ESG, ESG-CV and CDBG-CV programs to provide rental, mortgage and utility assistance to low- and moderate-income households – including those who are defined as experiencing worst case housing needs and hotel/ motel vouchers to those experiencing homelessness. Subsistence payments assisted 6 extremely lowincome, 8 low-income, and 19 moderate-income residents. Homeless operations support in the form of hotel/ motel vouchers funded with CDBG-CV assisted 14 extremely low-income households. Further, the City continues to pursue the development of additional low- and moderate-income housing opportunities through the CDBG, HOME and other federal and state programs.
Through all programs, the City ensures that assistance is targeted and made available to individuals experiencing disabilities to ensure they have equal access to affordable housing programs. Where possible, homeless service providers leverage County programs for supportive housing activities and refers clients to such programs. 904
City of Fontana 2022-2023 CAPER 19
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
To address incidences of homelessness in Fontana and to prevent extremely low-income Fontana families from becoming homeless, the City places a high priority on programs that work to prevent homelessness or rapidly connect homeless individuals with housing and supportive services. To address this need, the City has supported a continuum of services in the Fontana utilizing its ESG and ESG-CV funds, and though the San Bernardino County Continuum of Care (CoC) to prevent and eliminate homelessness; including, but not limited to, Homelessness Prevention programs, Emergency Shelter programs and transitional housing. Using ESG-CV funds, the City invested in Homelessness Prevention, Street Outreach, Emergency Shelter and Rapid Re-Housing programs directly and through the Water of Life, which served a total of 346 persons in the 2021- 2022 program year.
In 2022 the San Bernardino Office of Homeless Services orchestrated the first homeless Pointin-Time (PIT) count since 2020. The Office of Homeless Services was granted an exception by HUD to not complete PIT Homeless count in 2021, due to health and safety concerns coupled with those about accuracy. Since 2020 the number of people experiencing unsheltered homelessness increased 28 percent from 116 to 149, while the number of people experiencing sheltered homelessness in the City increased from zero to 7. The increase in sheltered homelessness is likely a reflection of ESG-CV emergency shelter hotel/ motel vouchers.
Addressing the emergency shelter and transitional housing needs of homeless persons The ultimate solution to ending homelessness is transitional and permanent housing closely aligned with supportive services that ensure housing stability can be maintained. However, because the demand for affordable housing far outpaces the region’s supply, the CoC continues to rely on its emergency and transitional housing system to address the immediate needs of San Bernardino County’s homeless population.
The City of Fontana, through its ESG, ESG-CV, and CDBG-CV allocation, funded the Water of Life Homelessness Prevention Programs , the City’s Hotel/ Motel Voucher Program; the Social Work Action Group’s (SAWG) Street Outreach Program, and the acquisition of a property that will serve as a temporary emergency shelter operated by Water of Life. In addition, the City supported the efforts of the San Bernardino County Continuum of Care (CoC) and its member organizations that address homelessness. As described earlier, the City supported local nonprofit agencies who provide emergency rental assistance and housing counseling to low- and moderate-income residents to prevent homelessness.
905
City of Fontana 2022-2023 CAPER 20
OMB Control No: 2506-0117 (exp. 07/31/2015)
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs
During Program Year 2022-2023, the City connected chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth with available resources through the San Bernardino County CoC, which is comprised of a network of public, private, faith-based, for-profit, and non-profit service providers who utilize several federal, state and local resources to provide services for homeless people. The goal was to help unsheltered homeless persons make the transition to permanent housing and independent living, including shortening the period that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units.
To supplement HUD-funded efforts, the City supports the collaborative work of Social Work Action Group (SWAG) and Community Outreach and Support Team (COAST) which connect those experiencing homelessness with housing and needed services to enable them to exit their life on the street. SWAG focuses on case management, while COAST focuses on street engagement.
The cost of these programs was funded in part by the City’s Permanent Local Housing (PLHA) allocation and other non-federal funds.
The nonprofit and faith-based communities play a key role in the current CoC system. Hundreds of agencies throughout the County provided programs ranging from feeding the homeless on the street to creating permanent supportive housing opportunities. These services were available to homeless families with children, and single men and women. The nonprofit and faith-based community also served special needs populations, such as victims of domestic violence, veterans, the disabled and youth.
The City provided ESG and ESG-CV funds to Water of Life to prevent individuals and families who were recently homeless from becoming homeless again and to prevent individuals and families who are at risk of homelessness from experiencing it. This assistance helped low- and moderate-income individuals and families who were currently housed but faced circumstances beyond their control that made it infeasible to stay current on their rent. Additionally, Water of Life aids through a Hotel-Motel Voucher system for low- and moderate-income individuals that do not currently have housing.
The City of Fontana funds the Inland Fair Housing and Mediation Board to provide fair housing, tenant/landlord mediation and legal services for residents through attorney consultations and preparation of legal documents for the residents to represent themselves in family law and landlord/tenant actions. Some of these services are provided to prevent undue evictions that could lead to homelessness.
906
City of Fontana 2022-2023 CAPER 21
OMB Control No: 2506-0117 (exp. 07/31/2015)
The Housing Authority of the County of San Bernardino provides Section 8 rental assistance to extremely low- and very low-income households located within the City limits. The Section 8 program gives priority to households that are at risk of becoming homeless or currently residing in inadequate housing.
Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again The San Bernardino County CoC Ten-Year Plan to End Homelessness included a goal to more rapidly identify and assess people experiencing homelessness. The CoC is working with 2-1-1 to create a Coordinated Entry System (CES) for persons at risk or experiencing homelessness within the CoC. The activities include street outreach, a universal assessment, intake, referrals and transportation to resources. The CES will include a database, housed in the Homeless Management Information System (HMIS), using real time data entry to match clients to appropriate service providers. Collectively these strategies minimize duplication of effort and better connect the most vulnerable individuals and families, chronically homeless, and people at risk of becoming homeless to appropriate resources.
907
City of Fontana 2022-2023 CAPER 22
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City of Fontana Housing Authority was formed in 1994 under State of California Housing Authority Law to actively improve existing neighborhoods and develop affordable housing opportunities using local, state and federal resources. The Fontana Housing Authority does not administer a Section 8 Program and does not own HUD Public Housing; however, the City is within the service area of the Housing Authority of the County of San Bernardino (HACSB) for the purposes of Section 8 and Public Housing.
The HACSB currently manages an active portfolio of 8,689 tenant-based and project-based Section 8 Moving to Work Housing Choice vouchers serving 20,106 individuals. Of the 20,106 individuals, 12,603 are adults (including 3,643 seniors) and 7,503 are children. There is still a great need in Fontana for additional subsidized housing with nearly 1,140 applications from Fontana families on the waiting list. Currently, there are 681 families Countywide receiving tenant-based rental assistance, while 98 families are receiving project-based rental assistance.
Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
HACSB has continued to encourage residents to be actively involved in the community and in the management of public housing developments through resident councils and numerous opportunities for feedback such as community meetings and surveys. HACSB and the City of Fontana also continue to actively encourage and promote public housing residents to explore homeownership opportunities and programs through HACSB’s Homeownership Assistance Program targeted at current Public Housing Authority (PHA) residents. HACSB also encourages and supports residents in participating in homebuyer counseling programs and recommends residents use the family self-sufficiency escrow account to save money towards homeownership.
Actions taken to provide assistance to troubled PHAs
Not applicable. HACSB is considered a High Performing PHA. 908
City of Fontana 2022-2023 CAPER 23
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) A barrier to affordable housing is a public policy or nongovernmental condition that constrains the development or rehabilitation of affordable housing, such as land use controls, property taxes, state prevailing wage requirements, environmental protection, cost of land and availability of monetary resources. Barriers to affordable housing are distinguished from impediments to fair housing choice in the sense that barriers are lawful and impediments to fair housing choice are usually unlawful.
The primary barriers to affordable housing in Fontana continue to be housing affordability and the lack of monetary resources necessary to develop and sustain affordable housing. The two barriers are related in the sense that demand for affordable housing exceeds the supply and insufficient resources are available to increase the supply of affordable housing to meet demand. Fontana continues to deal with the ramifications of the State of California’s elimination of local Redevelopment Agencies which were a crucial resource for the development and preservation of affordable housing. This was the most significant public policy change impacting affordable housing and residential investment. While there are mechanisms whereby certain affordable housing assets tied to the former Redevelopment Agencies may be utilized today, these resources are finite and scarce. Although the City no longer has access to Redevelopment Housing Set-Aside funds, the City will continue to leverage its CDBG and HOME funds to attract private and other available public resources, including land conveyed to the City for the purpose of affordable housing, to facilitate affordable housing development. This strategy will increase the supply of affordable housing and preserve existing affordable housing in the City.
To address housing affordability and the lack of monetary resources for affordable housing, the Strategic Plan of the 2020-2024 Consolidated Plan called for the investment of a significant portion of CDBG and HOME funds for the construction of 20 new affordable rental housing units, seven rental units acquired and rehabbed and the preservation of 100 existing affordable housing units. From fiscal year 2020 through 2022 eight units have been constructed, nine units have been acquired and rehabilitated, and 30 affordable housing units have been preserved.
Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The primary obstacles to meeting the underserved needs of low- and moderate-income people include lack of funding from federal, state and other local sources, the high cost of housing that is not affordable to low-income people and the lack of availability of home improvement financing in the private lending industry. To address these obstacles, the City invested CDBG, CDBG-CV, ESG and ESG-CV funds in Program Year 2021-2022 in projects that provide grants to low- and moderate-income homeowners and renters for emergency mortgage and rent assistance, projects that provide public and neighborhood services to low- and moderate-income people and those with special needs, and projects that prevent homelessness. To address underserved needs, the City allocated 100 percent of its non-administrative CDBG and 100 percent of its HOME investments in Program Year 2021-2022 to projects and activities that benefit low- and 909
City of Fontana 2022-2023 CAPER 24
OMB Control No: 2506-0117 (exp. 07/31/2015)
moderate-income people.
Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The Residential Lead-Based Paint Hazard Reduction Act of 1992 (Title X) emphasizes prevention of childhood lead poisoning through housing-based approaches. To reduce lead-based paint hazards, the rehabilitation of housing units built prior to January 1, 1978 included a lead-based paint testing and risk assessment process. When lead-based paint was identified, the City ensured that developers and contractors incorporate safe-work practices and depending on the level of assistance, abate the lead-based paint as part of the scope of work to effectively reduce lead-based paint hazards to children in accordance with 24 CFR Part 35.
Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) The City’s CDBG-CV and ESG-CV maintained safe and adequate housing for many residents. In addition to these local efforts, mainstream state and federal resources also contributed to reducing the number of individuals and families in poverty. Federal programs, such as the Earned Income Tax Credit and Head Start, provide pathways out of poverty for families who are ready to pursue employment and educational opportunities. Additionally, in California, the primary programs that assist families in poverty are CalWORKS, CalFresh (formerly food stamps) and Medi-Cal. Together, these programs provided individuals and families with employment assistance, subsidy for food, medical care, child-care and cash payments to meet basic needs such as housing, nutrition and transportation. Other services are available to assist persons suffering from substance abuse, domestic violence and mental illness.
Actions taken to develop institutional structure. 91.220(k); 91.320(j) The institutional delivery system in Fontana is high-functioning and collaborative—particularly the relationship between local government and the nonprofit sector comprised of a network of capable nonprofit organizations that are delivering a full range of services to residents. Strong City departments anchor the administration of HUD grant programs and the housing, community and economic development activities that are implemented by the City.
To support and enhance the existing institutional structure, the City of Fontana continued to collaborate with affordable housing developers and nonprofit agencies receiving CDBG and HOME funds through the 2022-2023 Action Plan to ensure that the needs of low- and moderateincome residents were met as envisioned within the 2020-2024 Consolidated Plan - Strategic Plan.
Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
To enhance coordination between public and private housing and social service agencies, the City continued consulting with and inviting the participation of a wide variety of agencies and organizations involved in the delivery of housing and supportive services to low- and moderateincome residents in Fontana—particularly in the low-and moderate-income areas.
Identify actions taken to overcome the effects of any impediments identified in the jurisdiction’s analysis of impediments to fair housing choice. 91.520(a) 910
City of Fontana 2022-2023 CAPER 25
OMB Control No: 2506-0117 (exp. 07/31/2015)
During Program Year 2022-2023, the City of Fontana Housing Department and the Inland Fair Housing and Mediation Board affirmatively furthered fair housing choice. The City is following the recommendations laid out in the prior Analysis of Impediments to Fair Housing (AI). As explained in the most recent AI conducted in 2020, the will City continue to address the previous impediments even though progress has been made. No new impediments were identified in the 2022-2023 Program Year.
Impediment: Lending Practices: Discrimination by Race
The previous AI revealed that loan approval rates were generally higher in 2009 for Asians (55%) and Whites (55%) than for Hispanics (48%) and African Americans (40%) in the City. According to the 2020-2024 Analysis, the approval rate in 2017 has increased substantially for all groups to include 65% for African Americans, 79% for Whites, 74% for Asians and 76% for Hispanics, although showing a decline for all group since 2015.
Action: The City is working with Inland Fair Housing and Mediation Board (IFHMB) to provide written outreach to lending institutions regarding the City commitment to eliminate racial discrimination in lending patterns; to encourage attendance of all staff at IFHMB workshops; and to provide flyers regarding FTHB education, including IFHMB FAQ on the City website. IFHMB is continuing to offer Fair Housing education as part of the FTHB courses; as well as provide outreach regarding IFHMB programs targeted to census blocks identified by City staff.
IFHMB staffed a fair housing workshop at the Fontana Senior Center in October 2019 that provided information about fair housing laws and the duty to affirmatively further faith housing.
As a result of continuing education efforts, the City did not identify any neighborhoods where it believes disparate lending patterns exist. There were no reports of any significant HMDA data findings for IFHMB to further investigate and enforce. However, IFHMB and the City will continue to work together to ensure that the City continues to meet their obligations to affirmatively further fair housing under the Fair Housing Act.
Impediment: Discrimination against Persons with Disabilities Based on an increase in complaints to the fair housing service provider, the previous AI noted that there was a lack of understanding and sensitivity of the fair housing rights of the disabled by the housing industry. Half of the fair housing complaints were from those with disabilities.
Action: The City is working with IFHMB to provide recommendations of properties believed to be discriminatory in their practices as information is received; facilitate accessibility reviews of multifamily properties; and distribute design and construction information to all who inquire about building permits. IFHMB is continuing to focus investigation efforts on tips and complaints regarding disability; review properties built within the last five years for accessibility compliance; and provide the City with literature regarding the Fair Housing Act seven design and construction requirements.
Over 4,000 Fair Housing and Accessibility Brochures were distributed within the City of Fontana during the program year. IFHMB has received federal funding to do accessibility testing for the seven design and construction requirements of the Fair Housing Act. IFHMB will continue to seek and identify properties to conduct such design and construction testing and will follow-up with developers and the City as appropriate.
911
City of Fontana 2022-2023 CAPER 26
OMB Control No: 2506-0117 (exp. 07/31/2015)
Impediment: Lack of Awareness of Fair Housing Laws
There was a general lack of knowledge in the community of fair housing rights and responsibilities.
Action: The City is continuing to work with IFHMB to provide opportunities for conducting Fair Housing workshops in the City and providing IFHMB outreach materials as a part the City newsletter and utility bill mailings. IFHMB is continuing to collaborate with local realtors; providing recurring education to members of the Inland Valleys Association of Realtors; offering no-cost Fair Housing workshops; and developing a fair housing FAQ for the City website.
The City has a fair housing link to the Services page of the City of Fontana website, as well as on the Housing Authority page. IFHMB participated in providing fair housing material at several community events including a City meeting with local community-based organizations, Citrus Head Start Resources Fair, a Housing Rights and Responsibilities workshop and Health Resources Fair at the Fontana Senior Center. IFHMB released cable bulletins via the City Community Channel for recruiting testers, familial status, general housing discrimination and domestic violence at various times during the program year. Over 4,000 brochures on fair housing were distributed during the period between July 1, 2019 and June 30, 2020 in various apartments, nonprofit organizations, public offices, and local stores in the City of Fontana. IFHMB will continue its efforts to work with the City on addressing awareness of fair housing laws and affirmatively further fair housing.
Impediment: Transit Access
The elderly and low-income are dependent upon public transportation. The AI identified two underserved areas of the City: 1) Falcon Ridge/Summit Avenue Job Center; 2) Southwest Industrial Job Centers.
Action: The City has worked with Omni Trans to provide a bus route with new stops in the Northern areas of the City (Route 82: Rancho Cucamonga-Fontana-Sierra Lakes). The City of Fontana continues to work with Omni Trans on bus routes throughout Fontana. That process includes evaluating current and potentially future lines (based upon anticipated development).
The current priorities include identifying locations for the installation of bus turnouts and bus shelters. Future Omni Trans services will be dictated by both demand (ridership) and by new single-family development (in both Central and North Fontana).
Impediment: Reasonable Accommodations
The AI noted that much of the housing stock in Fontana was built before accessibility standards were enacted. Modifications to these units may be needed to allow access by a person with disabilities. The City requires a variance to install features to accommodate persons with disabilities that may be prohibitive to many lower income persons.
Action: A request for a fee deferral or cost reduction for securing a minor variance for projects that include reasonable accommodation improvements is under consideration by the City. Until a revision can be made to the City Development Code, an internal memo has been distributed to all Housing and Planning staff regarding the City process for waiving minor variance fees for applications that include reasonable accommodation improvements. A statement on the City reasonable accommodation policy has been made available to the public. 912
City of Fontana 2022-2023 CAPER 27
OMB Control No: 2506-0117 (exp. 07/31/2015)
Impediment: Multi-Family Civil Rights Compliance
According to the City Section 109 Voluntary Compliance Agreement, the City must examine Federal and contractual civil rights compliance requirements on all City-owned multi-family residential properties.
Action: The City is working with IFHMB to review all civil rights compliance requirements and current affirmative marketing plans; and to show what efforts have been undertaken to accomplish the identified impediments, including any updates to the civil rights compliance requirements to date. The City provided IFHMB with an update on City-owned housing in Fall 2019 as part of updating its Analysis of Impediment to Fair Housing during the 2020-2024 Consolidated Plan.
Impediment: North Fontana Affordable Multi-Family Development According to the Voluntary Compliance Agreement, the City must examine opportunities for the creation of new affordable multi-family housing to be distributed equitably throughout the City, particularly in North Fontana.
Action: The City continues to actively seek developers for areas zoned multifamily housing and continues to preserve the zoning designation of such areas in Northern Fontana. The City adopted the Westgate Master Plan in North Fontana, which included several key properties to be set aside for multifamily housing developments. The City’s Courtplace Apartment project has been delayed, but is still anticipated to be completed in the following 2024-2025 Program Year.
Impediment: Lack of Awareness of Housing Services and Facilities in the City According to the Voluntary Compliance Agreement, the City must publish and distribute a brochure written in Spanish which describes housing services and facilities within the City.
Action: The City has information regarding discrimination and fair housing laws available on their website, along with contact information and office hours for IFHMB Ontario office and all the IFHMB services are available in both English and Spanish during all office hours.
Impediment: Transitional and Supportive Housing
State law requires cities to identify adequate sites, appropriate zoning, development standards and a permitting process to facilitate and encourage development of transitional and permanent supportive housing. The City Zoning Ordinance does not currently provide such zoning and development standards.
Action: On October 28, 2014, the City enacted Ordinance 1708, which established an Emergency Shelter Overlay District in Light Industrial land use designations. 913
City of Fontana 2022-2023 CAPER 28
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements
To ensure CDBG, ESG, HOME, CDBG-CV, and ESG-CV funds were used efficiently and in compliance with applicable regulations, the City provided technical assistance to all subrecipients at the beginning of the program year and monitored the progress of its subrecipients throughout the program year.
Technical Assistance
To enhance compliance with federal program regulations, the City provides an annual Notice of Funding Availability (NOFA) workshop to review the Plan goals, program requirements and available resources with potential applicants. Subsequent to approval of the Annual Action Plan, City staff reviews program regulations in detail with any subrecipients and City Departments to provide useful forms and resources for documenting compliance and to review the City’s compliance procedures and requirements. Additionally, individualized technical assistance is provided on an as-needed basis throughout the program year.
Activity Monitoring
All activities are monitored, beginning with a detailed review upon receipt of an application to determine eligibility, conformance with a National Objective and conformance with a Plan goal.
This review also examines the proposed use of funds, eligibility of the service area, eligibility of the intended beneficiaries and likelihood of compliance with other federal requirements such as the National Environmental Policy Act, the System for Award Management (SAM) debarment list, prevailing wage, Minority and Women Business Enterprise, Section 3 and federal acquisition and relocation regulations, as applicable.
Subrecipients are required to submit an audit and other documentation to establish their capacity, and any findings noted in the audit are reviewed with the applicant. Eligible applications are then considered for funding. Once funded, desk monitoring includes ongoing review of required quarterly performance reports. For CDBG public service and ESG activities, an on-site monitoring is conducted once every two (2) years, or more frequently as needed to ensure compliance. These reviews include both a fiscal and programmatic review of the subrecipient’s activities. The reviews determine if the subrecipient is complying with the program regulations and City contract. Areas routinely reviewed include overall administration, financial systems, appropriateness of program expenditures, program delivery, client eligibility determination and documentation, reporting systems, and achievement toward achieving contractual goals. Following the monitoring visit, a written report is provided delineating the results of the review and any findings of non-compliance and the required corrective action. Subrecipients and City departments normally have 30 days to provide the City with corrective actions taken to address any noted findings. Individualized technical assistance is provided, as noted above, as soon as compliance concerns are 914
City of Fontana 2022-2023 CAPER 29
OMB Control No: 2506-0117 (exp. 07/31/2015)
identified. For CDBG capital projects, monitoring also includes compliance with regulatory agreement requirements. For HOME funded activities, annual monitoring is undertaken to ensure that for renter occupied units, household income, rents and utility allowances are in compliance with applicable limits pursuant to the affordability covenant. For ownership units, annual monitoring of occupancy is conducted throughout the affordability period.
For the HOME-funded activities, annual monitoring is undertaken to ensure that for renteroccupied units, household income, rents and utility allowances are in compliance with applicable limits pursuant to the affordability covenant. For ownership units, annual monitoring of occupancy is conducted throughout the affordability period.
The following is a list of the rental units that were monitored in calendar year 2021. Extensive technical assistance was provided to all the apartment owners and managers in 2018 regarding incomes, rent levels and lease provisions. All properties were found to be in compliance. Field audits were conducted seven properties shown below.
Property Name Inspection/
Audit Date
Sierra Fountains 2/2023
Hillcrest 2/2023
Toscana 3/2023
Siena 4/2023
Date Street 4/2023
Ceres Ave Phases I & III 6/2023
Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.
In accordance with the City adopted Citizen Participation Plan, a public notice was published in the San Bernardino Sun, Press Enterprise, and El Chicano in English and in Spanish on August 24, 2023, notifying the public of the availability of the Consolidated Annual Performance and Evaluation Report for a 15-day public review and comment period. A copy of the public notices is included in Appendix A. The draft CAPER is made available on the City website and posted publicly.
A public hearing before the City Council will be held on Tuesday, September 12, 2023, to solicit comments from residents and interested parties. No written comments were received. Six oral comments were delivered. A summary of oral comments is included in Appendix B. 915
City of Fontana 2022-2023 CAPER 30
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.
In the 2022-2023 program year, the City provided CDBG-funded public services. The City’s CDBG Fair Housing program served 85 unduplicated individuals. The City’s Public Safety Program served 59,140 individuals. The housing assistance program supported 33 low- and moderateincome households to remain safe and in their homes during the pandemic and the hotel/ motel voucher program provided emergency shelter to 14 households experiencing homelessness.
Program year 2022-2023 is the third year of the five-year 2020-2024 Consolidated Planning cycle.
High priority needs identified in the Consolidated Plan – Strategic Plan reflect Fontana’s community. Future expenditures will impact these strategies.
As described in the CR-05 (Goals and Outcomes) section, the City made two non-substantial and a substantial amendments its Annual Action Plan during the program year. These non-substantial amendments were to address a minor budget modifications, while the substantial amendment was to approve the City’s HOME ARP Plan. A substantial amendment was made to the 2020 Action Plan to address the ESG-CV round 3 allocation.
916
City of Fontana 2022-2023 CAPER 31
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-50 - HOME 91.520(d)
Include the results of on-site inspections of affordable rental housing assisted under the program to determine compliance with housing codes and other applicable regulations Maintaining HOME-assisted affordable housing is a high priority. During the 2022-2023 Program Year, the City inspected the HOME-assisted properties listed below to determine compliance with the housing codes and other applicable regulations. Where any deficiencies existed, the property owner and property management were notified to make repairs and City staff followed up to ensure completion.
The following is a list of the rental properties that were monitored in calendar year 2022-2023. All units were found to be in compliance. The City conduct field audits for # complexes listed below.
Property Name Inspection/
Audit Date
Sierra Fountains 2/2023
Hillcrest 2/2023
Toscana 3/2023
Siena 4/2023
Date Street 4/2023
Ceres Ave Phases I & III 6/2023
Provide an assessment of the jurisdiction's affirmative marketing actions for HOME units.
92.351(b)
The City certified it made effort to affirmatively further fair housing as a participating jurisdiction that received HOME Program funds. The City used CDBG funds to promote fair housing by contracting with the Inland Fair Housing and Mediation Board to provide a variety of fair housing services.
917
City of Fontana 2022-2023 CAPER 32
OMB Control No: 2506-0117 (exp. 07/31/2015)
Refer to IDIS reports to describe the amount and use of program income for projects, including the number of projects and owner and tenant characteristics According to the PR-09 report for the HOME program, $1,676 of HOME program income was receipted during Program Year 2022-2023 and will be committed for the next City HOME project in the next Program Year.
Describe other actions taken to foster and maintain affordable housing. 91.220(k) The City of Fontana funds the Inland Fair Housing and Mediation Board to provide fair housing, tenant/landlord mediation and legal services for residents through attorney consultations and preparation of legal documents for the residents to represent themselves in family law and landlord/tenant actions. Some of these services are provided to prevent undue evictions that could lead to homelessness.
The Housing Authority of the County of San Bernardino provides Section 8 rental assistance to extremely low- and very low-income households located within the City limits. The Section 8 program gives priority to households that are at risk of becoming homeless or currently residing in inadequate housing.
918
City of Fontana 2022-2023 CAPER 33
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-60 - ESG 91.520(g) (ESG Recipients only)
ESG Supplement to the CAPER in e-snaps
For Paperwork Reduction Act
1. Recipient Information—All Recipients Complete
Basic Grant Information
Recipient Name FONTANA
Organizational DUNS Number 058728630
EIN/TIN Number 956004770
Identify the Field Office LOS ANGELES
Identify CoC(s) in which the recipient
or subrecipient(s) will provide ESG
assistance
San Bernardino City & County CoC
ESG Contact Name
Prefix Mrs.
First Name Valerie
Middle Name
Last Name Gonzales
Suffix N/A
Title Acting Housing Development Manager
ESG Contact Address
Street Address 1 8353 Sierra Ave.
Street Address 2 N/A
City Fontana
State CA
ZIP Code 92335
Phone Number (909) 350-6625
Extension N/A
Fax Number
Email Address [email protected]
ESG Secondary Contact
Prefix N/A
First Name N/A
Last Name N/A
Suffix N/A
Title N/A
Phone Number N/A
Extension N/A
Email Address N/A
2. Reporting Period—All Recipients Complete
Program Year Start Date 07/01/2022
919
City of Fontana 2022-2023 CAPER 34
OMB Control No: 2506-0117 (exp. 07/31/2015)
Program Year End Date 06/30/2023
3a. Subrecipient Form – Complete one form for each subrecipient Subrecipient or Contractor Name: Water of Life
City: Fontana
State: CA
Zip Code: 92336
DUNS Number: 793842550
Is subrecipient a victim services provider: No
Subrecipient Organization Type: Nonprofit
ESG Subgrant or Contract Award Amount: $165,692
920
City of Fontana 2022-2023 CAPER 35
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-65 - Persons Assisted
4. Persons Served
4a. Complete for Homelessness Prevention Activities
Number of Persons in
Households
Total
Adults 142
Children 159
Don't Know/Refused/Other 0
Missing Information 0
Total 301
Table 6 – Household Information for Homeless Prevention Activities 4b. Complete for Rapid Re-Housing Activities
Number of Persons in
Households
Total
Adults 4
Children 4
Don't Know/Refused/Other 0
Missing Information 0
Total 8
Table 7 – Household Information for Rapid Re-Housing Activities 4c. Complete for Shelter
Number of Persons in
Households
Total
Adults 44
Children 18
Don't Know/Refused/Other 0
Missing Information 0
Total 62
Table 8 – Shelter Information
921
City of Fontana 2022-2023 CAPER 36
OMB Control No: 2506-0117 (exp. 07/31/2015)
4d. Street Outreach
Table 9 – Household Information for Street Outreach
4e. Totals for all Persons Served with ESG
Number of Persons in
Households
Total
Adults 289
Children 141
Don't Know/Refused/Other 0
Missing Information 0
Total 430
Table 10 – Household Information for Persons Served with ESG
5. Gender—Complete for All Activities
Total
Male 179
Female 166
Transgender 0
Don't Know/Refused/Other 1
Missing Information 124
Total 470
Table 11 – Gender Information
Number of Persons in
Households
Total
Adults 99
Children 0
Don't Know/Refused/Other 0
Missing Information 0
Total 99
922
City of Fontana 2022-2023 CAPER 37
OMB Control No: 2506-0117 (exp. 07/31/2015)
6. Age—Complete for All Activities
Table 12 – Age Information
7. Special Populations Served—Complete for All Activities Number of Persons in Households
Subpopulation Total Total
Persons
Served –
Prevention
Total
Persons
Served –
RRH
Total
Persons
Served in
Emergency
Shelters
Veterans 16 6 2 8
Victims of
Domestic Violence 0 0 0 0
Elderly 40 16 1 23
HIV/AIDS 2 0 0 2
Chronically
Homeless 39 4 34
Persons with Disabilities:
Severely
Mentally Ill 48 8 3 37
Chronic
Substance Abuse 10 0 0 10
Other Disability 87 26 2 59
Total
(Unduplicated if
possible) 145 34 5 106
Table 13 – Special Population Served
Total
Under 18 109
18-24 19
25 and over 218
Don't Know/Refused/Other 0
Missing Information 124
Total 470
923
City of Fontana 2022-2023 CAPER 38
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-70 – ESG 91.520(g) - Assistance Provided and Outcomes
8. Shelter Utilization
Number of New Units – Rehabbed N/A
Number of New Units – Conversion N/A
Total Number of bed - nights available N/A
Total Number of bed - nights provided N/A
Capacity Utilization N/A
Table 14 – Shelter Capacity
9. Project Outcomes Data measured under the performance standards developed in consultation with the CoC(s)
The City did not directly control bed stock but provided vouchers for ESG-CV eligible individuals to stay in a hotel or motel housing unit. In FY21, the City acquired a property to serve as an emergency shelter. It is currently under rehab and is expected to be operational in FY23. 924
City of Fontana 2022-2023 CAPER 39
OMB Control No: 2506-0117 (exp. 07/31/2015)
CR-75 – Expenditures
11. Expenditures
11a. ESG Expenditures for Homelessness Prevention*
Dollar Amount of Expenditures in Program
Year
2020 2021 2022
Expenditures for Rental Assistance 244,850 346,599 100,419 Expenditures for Housing Relocation and
Stabilization Services - Financial
Assistance
84,450 161,028
Expenditures for Housing Relocation &
Stabilization Services - Services 0 0 116,158
Expenditures for Homeless Prevention
under Emergency Shelter Grants Program 0 0
Subtotal Homelessness Prevention $329,300 $507,628 $216,577 Table 15 – ESG Expenditures for Homelessness Prevention 11b. ESG Expenditures for Rapid Re-Housing*
Dollar Amount of Expenditures in Program
Year
2020 2021 2022
Expenditures for Rental Assistance 3,772 6,998 55,477
Expenditures for Housing Relocation and
Stabilization Services - Financial
Assistance
43,199 49,934
Expenditures for Housing Relocation &
Stabilization Services - Services 0 0 23,781
Expenditures for Homeless Assistance
under Emergency Shelter Grants Program 0 0
Subtotal Rapid Re-Housing $46,972 $56,932 $81,993
Table 16 – ESG Expenditures for Rapid Re-Housing
925
City of Fontana 2022-2023 CAPER 40
OMB Control No: 2506-0117 (exp. 07/31/2015)
11c. ESG Expenditures for Emergency Shelter
Dollar Amount of Expenditures in Program
Year
2020 2021 2022
Essential Services 107,437 835,612 1,463
Operations 0 0 43,317
Renovation 0 0 97,502
Major Rehab 0 0
Conversion 0 0
Subtotal $107,437 $835,612 $142,301
Table 17 – ESG Expenditures for Emergency Shelter
11d. Other Grant Expenditures
Dollar Amount of Expenditures in Program
Year
2020 2021 2022
Street Outreach 30,025 108,068 127,838
HMIS 15,680 18,396 26,718
Administration 14,743 37,132 617,556
Table 18 - Other Grant Expenditures
11e. Total ESG Grant Funds
Table 19 - Total ESG Funds Expended
11f. Match Source
2020 2021 2022
Other Non-ESG HUD Funds 0 0
Other Federal Funds 0 0
State Government 0 0
Local Government 0 0
Private Funds 123,461 114,967 167,038
Other: Employee Salaries/Volunteer
Hours
0 0
Fees 71,894 0
Program Income 0 0
Total Match Amount 195,355 114,967 167,038
Table 20 - Other Funds Expended on Eligible ESG Activities 11g. Total
Total ESG Funds
Expended
2020 2021 2022
544,157 1,563,768 617,556
926
City of Fontana 2022-2023 CAPER 41
OMB Control No: 2506-0117 (exp. 07/31/2015)
Total Amount of
Funds Expended on
ESG Activities
2020 2021 2022
Total 739,512 1,678,735 784,594
Table 21 - Total Amount of Funds Expended on ESG Activities 927
City of Fontana 2022-2023 CAPER 42
OMB Control No: 2506-0117 (exp. 07/31/2015)
City of Fontana
2022-2023
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
JULY 1, 2022 THROUGH JUNE 30, 2023
928
City of Fontana 2022-2023 CAPER 43
OMB Control No: 2506-0117 (exp. 07/31/2015)
City of Fontana
2022-2023
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
JULY 1, 2022 THROUGH JUNE 30, 2023
APPENDIX A
IDIS Reports
CDBG Financial Summary – PR26
929
City of Fontana
2022-2023
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
JULY 1, 2022 THROUGH JUNE 30, 2023
APPENDIX B
IDIS Reports
CDBG Financial Summary – PR26 CV
930
City of Fontana
2022-2023
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
JULY 1, 2022 THROUGH JUNE 30, 2023
APPENDIX C
ESG SAGE Report
931
City of Fontana
2022-2023
CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT
JULY 1, 2022 THROUGH JUNE 30, 2023
APPENDIX D
Public Notices
Public Comments
932
SUMMARY OF CITIZEN PARTICIPATION COMMENTS
In compliance with the City’s approved Citizen Participation Plan and implementing regulation 24 CFR 91.105, a public notice was published (see attached proof of publication) to solicit public comments from interested citizens regarding the draft 2020-2021 CAPER. The draft CAPER was made available to the general public for a period of 15 days in order to provide an opportunity for the public to review the document.
The following is a summary of Citizen Participation comments: TBD 933
934
City of Fontana
Action Report
City Council Meeting
8353 Sierra Avenue
Fontana, CA 92335
File #: 21-2472 Agenda Date: 9/12/2023
Agenda #: B. Category: Public Hearing
FROM:
Development Services
SUBJECT:
First Amendment to Disposition and Development Agreement (Arrow & Nuevo) with New Legacy Development Corp.
RECOMMENDATION:
1. Approve a First Amendment to Disposition and Development Agreement (Arrow & Nuevo) with New Legacy Development Corp.
2. Authorize the City Manager to execute any documents necessary or appropriate to execute the First Amendment to Disposition and Development Agreement (Arrow & Nuevo); and
3. Determination that the City Council’s actions are exempt from the California Environmental Quality Act (“CEQA”).
COUNCIL GOALS:
· To promote economic development by concentrating on job creation. · To promote economic development by pursuing business retention, expansion, and attraction. · To invest in the City’s infrastructure (streets, sewers, parks, etc.) by providing for the development of new infrastructure.
· To promote affordable housing by construction of high-quality multi-family housing which also serves to address the affordability needs of this community.
BACKGROUND:
On July 28, 2020, the City Council of the City of Fontana adopted Resolution No. 2020-16, approving a Disposition and Development Agreement (Arrow & Nuevo) (“Agreement”) between the City of Fontana (“City”) and New Legacy Development Corp.(“New Legacy”) regarding the disposition and development of real property located at Arrow Boulevard and Nuevo Avenue (the “Property”).
New Legacy is currently in default of several provisions of the Agreement, including provisions related to the timeline for pre-construction and construction on the Property.
New Legacy has requested a First Amendment to the Agreement to allow for additional time for preconstruction and construction on the Property and to revise the provisions related to payment in lieu of sales tax for the proposed ground floor restaurant.
ANALYSIS:
The Development Services Department and New Legacy have negotiated a First Amendment to the Agreement, City of Fontana Page 1 of 2 Printed on 9/7/2023
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File #: 21-2472 Agenda Date: 9/12/2023
Agenda #: B. Category: Public Hearing
which is attached as Exhibit A. The proposed amendment includes:
1. New Legacy shall pay to City $20,000 in lieu of sales tax for the period from January 1, 2023, through November 14, 2025.
2. New Legacy shall obtain City approval of building plans by October 26, 2023.
3. New Legacy shall commence site work by November 30, 2023.
4. New Legacy shall commence vertical construction by February 2, 2024.
5. New Legacy shall complete construction and receive Certificates of Occupancy for all residential and commercial units by November 14, 2025.
FISCAL IMPACT:
Per the original agreement, effective October 1, 2021, the developer was to pay the City $2,000 per quarter in the event retail sales had not commenced. As proposed, the amendment requires the developer to pay the City $2,000 per quarter commencing January 1, 2023, thru November 14, 2025, thus forgiving five quarters of payments in lieu of sales tax or $10,000, due to the impact COVID would have had on those quarters. The fiscal impact associated with the approval of this item is $20,000 of payments in lieu of sales tax by the developer to the City.
ENVIRONMENTAL IMPACT:
On January 15, 2019, the Fontana Planning Commission determined that the project is categorically exempt from the CEQA and, therefore, no further action is required.
MOTION:
A motion to adopt staff’s recommendation
City of Fontana Page 2 of 2 Printed on 9/7/2023
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FIRST AMENDMENT TO DISPOSITION AND DEVELOPMENT AGREEMENT (Arrow & Nuevo)
This FIRST AMENDMENT TO DISPOSITION AND DEVELOPMENT AGREEMENT (Arrow & Nuevo) (this “First Amendment”) is entered into as of , 2023 (the “First Amendment Effective Date”), by and between the City of Fontana, a California municipal corporation (“City”) and New Legacy Development Corp., a California corporation (“Developer”). The City and the Developer are sometimes referred to in this First Amendment, each individually, as a “Party,” or collectively, as the “Parties.”
RECITALS
A. The City and the Developer, entered into that certain Disposition and Development Agreement (Arrow & Nuevo) dated July 28, 2020 (the “Agreement”) regarding the disposition and development of the “Property” as such real property is more particularly described in the Agreement.
B. The Parties desire to amend the Agreement in accordance with the terms and conditions herein, and as such, adopts this First Amendment.
C. All capitalized terms not defined herein shall have the meaning set forth in the Agreement.
FIRST AMENDMENT
NOW, THEREFORE, with reference to the facts recited above and in consideration of the mutual promises set forth in this First Amendment and other good and valuable consideration, the receipt and sufficiency of which is acknowledged by the Parties, the Parties agree as follows:
Section 1. Section 5.3. Section 5.3 of the Agreement is hereby deleted in its entirety and replaced with the following:
5.3 Payment in Lieu of Sales Tax.
Within thirty (30) days of receipt of a Certificate of Occupancy for the ground floor restaurant space, Developer shall pay to City an amount equal to twenty thousand dollars ($20,000), which is the amount that the Parties agree is a fair estimate of the sales tax revenue that would have been generated had the schedule of performance set forth in the Original Development Agreement been complied with by the Developer. This presumes that the Certificate of Occupancy will be issued on or before November 14, 2025. Upon the commencement of business operations by the ground floor retail space, sales taxes shall be due and payable in accordance with all applicable laws. The covenant of this Section 5.3 shall run with the land of the Property and shall be enforceable against the Developer and its successors and assigns.
Section 2. Subsection 7.1.1. Subsection 7.1.1 is deleted in its entirety and replaced with the following:
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7.1.1 Subject to any extensions of time provided for in this Agreement, failure or delay by any Party to timely perform any term or provision of this Agreement shall constitute an “Event of Default” under this Agreement; provided, however, that if a Party otherwise in default completely cures such default, within thirty (30) days after receipt of written notice from the injured Party specifying such default, such Party shall not be deemed to be in default under this Agreement and no Event of Default shall be deemed to have occurred.
Section 3. Subsection 7.1.4. Subsection 7.1.4 is deleted in its entirety and replaced with the following:
7.1.4. In addition to other acts or omissions of the Developer that may legally or equitably constitute a default or breach of this Agreement, the occurrence of any of the following specific events, prior to the issuance of a Certificate of Completion for the Project, shall constitute an “Event of Default” under this Agreement and shall not be subject to the notice and cure provisions included above in this Section 7.1:
Section 4. Subsection 7.1.4.9. A new Subsection 7.1.4.9 is hereby added to the Agreement as follows:
7.1.4.9 The Developer fails to complete any of the tasks described on the Schedule of Performance in a complete and competent manner, and within the times set forth on the Schedule of Performance.
Section 5. Subsection 7.4.3. A new Subsection 7.4.3 is hereby added to the Agreement as follows:
7.4.3 If legal proceedings are initiated to enforce the rights, duties, or obligations of any of the terms of this Agreement, the prevailing Party in such proceeding shall be entitled to collect its reasonable attorneys’ fees and costs from the other Party in addition to any other damages or relief obtained in such proceedings.
Section 6. Subsection 7.6.1. Subsection 7.6.1 is deleted in its entirety and replaced with the following:
7.6.1 The City hereby reserves a power of termination pursuant to Civil Code Sections 885.010, et seq., exercisable by the City, in its sole and absolute discretion, upon written notice to the Developer referencing this Section 7.6, to terminate the fee interest of the Developer in the Property and/or any improvements to the Property and revest such fee title in the City and take possession of all or any portion of such real property and improvements, without compensation to the Developer, upon the occurrence of an Event of Default as defined herein, by the Developer, following the Close of Escrow and prior to the issuance of the Certificate of Completion.
Section 7. Subsection 7.6.2. Subsection 7.6.2 is deleted in its entirety and replaced with the following:
7.6.2 The written notice set forth in Section 7.6.1 shall specify facts which constitute the Event of Default by the Developer triggering the City’s exercise of its power of termination. 2671/035458-0018
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Section 8. Subsection 7.6.5. Subsection 7.6.5 is deleted in its entirety and replaced with the following:
7.6.5 Should title to the Property revest in the City, upon any such resale of the Property (or any portion thereof), the proceeds to the City from such sale shall be applied as follows:
Section 9. Subsection 7.6.5.2. Subsection 7.6.5.2 is deleted in its entirety and replaced with the following:
7.6.5.2 Second, to reimburse the City on its own behalf or on behalf of the City for all actual internal and third-party costs and expenses previously or currently incurred by the City related to the Property, the Project, or this Agreement, including, but not limited to, the value of all City Staff time spent on the Project from inception, including but not limited to all legal fees and Staff time incurred in connection with the drafting of the Agreement and any Amendments thereto, the interpretation of the Agreement and any Amendments thereto, and the enforcement of the Agreement and any Amendments thereto; customary and reasonable fees or salaries to third-party personnel engaged in such actions as may occur in connection with the recapture, management and resale of the Property or any part thereof; all taxes, assessments and utility charges paid by the City with respect to the Property or portion thereof; any payment made or necessary to be made to discharge or prevent from attaching or being made any subsequent encumbrances or liens due to obligations incurred by the Developer with respect to the acquisition of the Property or the construction of the Project; and amounts otherwise owing to the City by the Developer or its successors or assigns pursuant to the terms of this Agreement; and Section 10. Subsection 7.6.5.3. Subsection 7.6.5.3 is deleted in its entirety and replaced with the following:
Third, to the extent that any proceeds from such resale are, thereafter, available, taking into account any prior encumbrances with a claim thereto, to reimburse the Developer, or its successors in interest to the equal to the sum of: (1) the Purchase Price; and (2) the third-party costs actually and reasonably incurred and paid by the Developer regarding the development of the Project located on the Property, including, but not limited to, items as set forth in a cost certification to be made by the Developer to the City prior to any such reimbursement, which certification shall be subject to the City’s reasonable approval and shall include back up invoices and receipts for each expense for which the Developer seeks reimbursement; provided, however, that the Developer shall not be entitled to reimbursement for any expenses to the extent that such expenses relate to any loans, Liens or other encumbrances that are paid by the City pursuant to the provisions of sub- sections
7.6.5.1 or 7.6.5.2 above.
Section 11. Subsection 7.6.6. Subsection 7.6.5.2 is deleted in its entirety and replaced with the following:
IMMEDIATELY FOLLOWING DELIVERY OF THE WRITTEN NOTICE SPECIFIED IN SECTION 7.6.1, ABOVE, THE CITY, ITS EMPLOYEES AND AGENTS SHALL HAVE THE
RIGHT TO REENTER AND TAKE POSSESSION OF THE PROPERTY AND ANY
IMPROVEMENTS THEREON, WITHOUT FURTHER NOTICE OR COMPENSATION TO THE DEVELOPER. BY INITIALING BELOW, THE DEVELOPER HEREBY EXPRESSLY
WAIVES, TO THE MAXIMUM EXTENT ALLOWED BYLAW, ANY AND ALL RIGHTS 2671/035458-0018
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939
THAT THE DEVELOPER MAY HAVE UNDER CALIFORNIA CIVIL CODE SECTION 791 AND CALIFORNIA CODE OF CIVIL PROCEDURE SECTION 1162, AS THOSE STATUTES
MAY BE AMENDED, REPLACED, RENUMBERED OR SUBSTITUTED, OR UNDER ANY OTHER STATUTES OR COMMON LAW PRINCIPLES OF SIMILAR EFFECT.
DEVELOPER’S INITIALS
Section 12. Exhibit E. Exhibit E to the Agreement is hereby removed and replaced with Revised Exhibit E attached hereto and incorporated herein.
Section 13. Effect of First Amendment. Except as modified herein, all provisions of the Agreement remain in full force and effect.
Section 14. Conflicts with the Agreement. In the event of a conflict between this First Amendment and the Agreement, the terms and provisions of this First Amendment will control.
Section 15. Successors and Assigns. This First Amendment shall be binding on and inure to the benefit of the legal representatives, heirs, successors and assigns of the Parties. [Signature Pages Follow.]
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IN WITNESS WHEREOF, the City and the Developer executed this First Amendment by duly authorized representatives as of the First Amendment Effective Date.
CITY: DEVELOPER:
CITY OF FONTANA NEW LEGACY DEVELOPMENT, CORP.,
a California municipal corporation a California corporation By: By:
Date: Date:
ATTEST:
By:
APPROVED AS TO FORM
By:
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REVISED EXHIBIT E
TO
DISPOSITION AND DEVELOPMENT AGREEMENT (Arrow & Nuevo),
AS AMENDED BY THE FIRST AMENDMENT
Revised Schedule of Performance
Action Date Action to be
Completed By
1. Effective Date See Section 1.3
2. Developer to open Escrow and, concurrently, deposit Earnest Money Deposit into Escrow
Within 5 days
following the
Effective Date
3. Due Diligence Period commences The date of the
Escrow Opening
Date
4. City to deliver Preliminary Report to Developer Within 3 days following City’s
receipt of the
Preliminary Report
from Title
Company
5. Developer to deliver Developer’s Title Notice to Agency Within 30 days following
Developer’sreceipt
of the Preliminary
Report
6. City to deliver City’s Title Notice Response to Developer, if appropriate
Within 20 days
following City’s
receipt of
Developer’s Title
Notice
7. Developer to deliver Developer’s Title Notice Waiver, if appropriate
Within 10 days
following
Developer’sreceipt
of City’s Title
Notice Response
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8. Developer to deliver its Due Diligence Investigation Conclusion Notice
On or before the
end of the Due
Diligence Period
9. Submit all of the Plans and Specifications items including, but not limited to, the necessary construction plans to City including street improvement, grading, and construction plans
Within 180 days
following the
Effective Date
10. Due Diligence Period ends On the 90th day
following the
Escrow Opening
Date
11. Escrow Closing Date No later than 60
daysfrom the end
of the Due
Diligence Period
12. Record Lot Line Adjustment No. 18-0011 to merge the three (3) parcels as identified in the Legal Description
Within 30 days of
closing escrow
13. Developer to resubmit to City for final plan check September 14, 2023
14. Developer to obtain City approval of building plans October 26, 2023
15. Developer to commence site work November 30, 2023
16. Developer to record development loan December 25, 2023
17. Developer to commence vertical construction of the Project February 2, 2024
18. Complete construction of the Project and receive Certificate(s) of Occupancy for all residential and commercial units
November 14, 2025
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