Engineering Resources of Southern California Page 1
AGREEMENT FOR PROFESSIONAL SERVICES
Engineering Resources of Southern California
Plan Check Services
This Agreement for Professional Services (the “Agreement”) is made and entered into as of June 27, 2023, by and between the City of Lake Elsinore, a municipal corporation (‘‘City") and Engineering Resources of Southern California, Inc., a corporation ("Consultant").
RECITALS
A. The City has determined that it requires the fol lowing professional services:
Plan Check Services
B. Consultant has submitted to City a proposal, dat ed March 24, 2023, attached hereto as Exhibit A (“Consultant’s Proposal”) and i ncorporated herein, to provide professional services to City pursuant to the terms of this Agreement.
C. Consultant possesses the skill, experience, abil ity, background, certification and knowledge to perform the services described in this Agreement on the terms and conditions described herein.
D. City desires to retain Consultant to perform the services as provided herein and Consultant desires to provide such professional services as set forth in this Agreement.
AGREEMENT
1. Scope of Services. Consultant shall perform the services described in Consultant’s Proposal (Exhibit A). Consultant shall provide such services at the time, place, and in the manner specified in Consultant’s Proposal, s ubject to the direction of the City through its staff that it may provide from time to time.
2. Time of Performance.
a. Time of Essence. Time is of the essence in the performance of this Agreement. The time for completion of the professio nal services to be performed by Consultant is an essential condition of this Agreement. Consu ltant shall prosecute regularly and diligently the professional services contemplated pursuant to this Agreement according to the agreed upon performance schedule in Consultant’s Proposal (Exhibit A). b. Performance Schedule. Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the Consultant’s Proposal (Exhibit A). When requested by Consultant, extensions to the time period(s) specif ied may be approved in writing by the City Manager.
c. Term. Unless earlier terminated as provided els ewhere in this Agreement, this Agreement shall continue in full force and effect for a period commencing on July 1, 2023 and DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1
ending June 30, 2026. The City may, at its sole dis cretion, extend the term of this Agreement on a 12-month basis not to exceed 2 additional twelve (12) month renewal terms by giving written notice thereof to Consultant not less than thirty (30) days before the end of the contract term, such notice to be exercised by the City Manager.
3. Compensation. Compensation to be paid to Consultan t shall be in accordance with the fees set forth in Consultant's Proposal (E xhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant's annual compensation exceed two hundred thousand dollars and no cents ($200,000.00) without additional written authorization from the City. Notwithstanding any provision of Consulta nt's Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.
4. Method of Payment. Consultant shall promptly su bmit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed. Consultant’s bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides servi ces. Consultant’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbur sable expenditures. City shall pay Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff.
5. Background Checks. At any time during the term o f this Agreement, the City reserves the right to make an independent investiga tion into the background of Consultant’s personnel who perform work required by this Agreeme nt, including but not limited to their references, character, address history, past employ ment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Consultant’s prospective or then current personnel is deemed objectionable, then the City may notify C onsultant of the same. Consultant shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker.
6. Suspension or Termination.
a. The City may at any time, for any reason, with o r without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement, unless the notice pr ovides otherwise. If the City suspends or terminates a portion of this Agreement such suspens ion or termination shall not make void or invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursua nt to this Section, the City shall pay to Consultant the actual value of the wor k performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submi t an invoice to the City, pursuant to Section entitled “Method of Payment” herein.
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7. Plans, Studies, Documents.
a. Ownership of Documents. All plans, studies, doc uments and other writings prepared by and for Consultant, its officers, emplo yees and agents and subcontractors in the course of implementing this Agreement, except worki ng notepad internal documents, shall become the property of the City upon payment to Con sultant for such work, and the City shall have the sole right to use such materials in its di scretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports, plans, studies, documents and other writings to Cit y upon written request. City shall have sole determination of the public’s rights to documents u nder the Public Records Act, and any third- party requests of Consultant shall be immediately r eferred to City, without any other actions by Consultant.
b. Licensing of Intellectual Property. This Agreem ent creates a nonexclusive and perpetual license for City to copy, use, modify , reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied i n plans, specifications, studies, drawings, estimates, and other documents or works of authorsh ip fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consult ant shall require that all subcontractors agree in writing that City is granted a nonexclusiv e and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and a ll Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk. c. Confidentiality. All ideas, memoranda, specific ations, plans, procedures, drawings, descriptions, computer program data, inpu t record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Con sultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall su ch materials be disclosed to any person or entity not connected with the performance of the se rvices under this Agreement. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deem ed confidential. Consultant shall not use City’s name or insignia, photographs relating to pr oject for which Consultant’s services are rendered, or any publicity pertaining to the Consul tant’s services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
8. Consultant’s Books and Records.
a. Consultant shall maintain any and all ledgers, b ooks of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, fr om the date of final payment to Consultant to this Agreement.
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b. Consultant shall maintain all documents and reco rds which demonstrate performance under this Agreement for a minimum peri od of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintain ed pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, Ci ty Attorney, City Auditor or a designated representative of these officers. Copies of such d ocuments shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant’s address indicated for receipt of notices in this Agreement.
d. Where City has reason to believe that such recor ds or documents may be lost or discarded due to dissolution, disbandment o r termination of Consultant’s business, City may, by written request by any of the above-named o fficers, require that custody of the records be given to the City and that the records and docum ents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant’s representatives, or Consultant’s successor-in-interest.
9. Independent Contractor.
a. Consultant is and shall at all times remain as t o the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on beh alf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neith er City nor any of its officers, employees, or agents shall have control over the conduct of Consu ltant or any of Consultant’s officers, employees, or agents, except as set forth in this A greement. Consultant shall not at any time or in any manner represent that it or any of its offic ers, employees, or agents are in any manner officers, employees, or agents of the City. Consult ant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. Notwithstanding any other federal, state and loc al laws, codes, ordinances and regulations to the contrary and except for the fees paid to Consultant as provided in the Agreement, Consultant and any of its employees, age nts, and subcontractors providing service under this Agreement shall not qualify for or becom e entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incide nt of employment by City, including but not limited to eligibility to enroll in PERS as an empl oyee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.
10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing ser vices under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the p ayment of any employee and/or employer contributions for PERS benefits on behalf of Consul tant or its employees, agents, or subcontractors, as well as for the payment of any p enalties and interest on such contributions, which would otherwise be the responsibility of City.
11. Interests of Consultant. Consultant (including principals, associates and professional employees) covenants and represents th at it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1
by this Agreement or any other source of income, in terest in real property or investment which would be affected in any manner or degree by the pe rformance of Consultant’s services hereunder. Consultant further covenants and repres ents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.
Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant:
a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).)
12. Professional Ability of Consultant. City has r elied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicab le legal requirements and shall meet the standard of quality ordinarily to be expected of co mpetent professionals in Consultant’s field of expertise.
13. Compliance with Laws.
a. Consultant shall comply with all local, state an d federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Consultant and/or its employees, officers, or board members.
b. Consultant represents that it has obtained and w ill maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services descr ibed in this Agreement, including a City business license.
14. Licenses. Consultant represents and warrants t o City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consulta nt represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business license.
15. Indemnity. Consultant shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of acti on arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcon tractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1
law arises from the sole negligence or willful misc onduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civi l Code. Acceptance by City of insurance certificates and endorsements required under this A greement does not relieve Consultant from liability under this indemnification and hold harml ess clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By e xecution of this Agreement, Consultant acknowledges and agrees to the provisions of this S ection and that it is a material element of consideration.
16. Insurance Requirements.
a. Insurance. Consultant, at Consultant’s own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City’s Risk Manager, the following insurance policies.
i. Workers’ Compensation Coverage. Consultant shal l maintain Workers’ Compensation Insurance and Employer’s Liab ility Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maint ain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance wi th the laws of the State of California for all of the subcontractor’s employees. Any noti ce of cancellation or non-renewal of all Workers’ Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for loss es arising from work performed by Consultant for City. In the event that Consultant is exempt from Worker’s Compensation Insurance and Employer’s Liability Insurance for hi s/her employees in accordance with the laws of the State of California, Consultant sha ll submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney.
ii. General Liability Coverage. Consultant shall m aintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a gener al aggregate limit is used, either the general aggregate limit shall apply separately to t he work to be performed under this Agreement or the general aggregate limit shall be a t least twice the required occurrence limit. Required commercial general liability cover age shall be at least as broad as Insurance Services Office Commercial General Liabil ity occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Servi ces Office form number GL 0404 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage.
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iii. Automobile Liability Coverage. Consultant sha ll maintain automobile liability insurance covering bodily inju ry and property damage for all activities of the Consultant arising out of or in connection w ith the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence.
Automobile liability coverage must be at least as b road as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 (“any auto”). No endorsement may be attached limiting the coverage.
iv. Professional Liability Coverage. Consultant sh all maintain professional errors and omissions liability insuran ce appropriate for Consultant’s profession for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant’s services under this Agr eement, whether such services are provided by the Consultant or by its employees, sub contractors, or sub consultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automo bile liability insurance policy shall be with insurers possessing a Best’s rating of no less than A:VII and shall be endorsed with the following specific language:
i. Notwithstanding any inconsistent statement in an y required insurance policies or any subsequent endorsements a ttached thereto, the protection offered by all policies, except for Workers’ Compen sation, shall bear an endorsement whereby it is provided that, the City and its offic ers, employees, servants, volunteers and agents and independent contractors, including witho ut limitation, the City Manager and City Attorney, are named as additional insureds. Ad ditional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages.
ii. This policy shall be considered primary insuran ce as respects the City, its elected or appointed officers, officials , employees, agents and volunteers.
Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
iv. The insurer waives all rights of subrogation ag ainst the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elect ed or appointed officers, officials, employees, agents or volunteers.
vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limi ts except after thirty (30) days written notice has been received by the City.
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c. Deductibles and Self-Insured Retentions. Any de ductibles or self-insured retentions must be declared to and approved by the City. At the City’s option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions. d. Certificates of Insurance. Consultant shall pro vide certificates of insurance with original endorsements to City as evidence of t he insurance coverage required herein.
Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certificati on of insurance shall be kept on file with the City at all times during the term of this Agreement.
17. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.
If to City: City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
With a copy to: City of Lake Elsinore
Attn: City Clerk
130 South Main Street
Lake Elsinore, CA 92530
If to Consultant: Engineering Resources of Southern California, Inc.
Attn: Matt Brudin
1861 W. Redlands Blvd.
Redlands, CA 92373
18. Assignment and Subcontracting. The parties rec ognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors lis ted in Exhibit B. Consultant shall be fully responsible to City for all acts or omissions of an y subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit B without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Not hing in this Agreement shall create any contractual relationship between City and any subco ntractor nor shall it create any obligation on the part of the City to pay or to see to the paymen t of any monies due to any such subcontractor other than as otherwise is required by law.
19. Waiver. Waiver of a breach or default under th is Agreement shall not constitute a continuing waiver of a subsequent breach of the sam e or any other provision under this Agreement.
20. Litigation Expenses and Attorneys’ Fees. If ei ther party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable l itigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys’ fees.
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21. Mediation. The parties agree to make a good fa ith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the cost s of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five med iators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation.
22. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bo na fide employee working solely for Consultant, to solicit or secure this Agreement. F urther, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, br okerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to resc ind this Agreement without liability. For the term of this Agreement, no member, officer or employee o f City, during the term of his or her service with City, shall have any direct interest in this A greement, or obtain any present or anticipated material benefit arising therefrom.
23. Equal Opportunity Employment. Consultant repre sents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initi al employment, upgrading, demotion, transfer, recruitm ent or recruitment advertising, layoff or termination.
24. Prevailing Wages. Consultant is aware of the re quirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), w hich require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects.
Consultant agrees to fully comply with all applicab le federal and state labor laws (including, without limitation, if applicable, the Prevailing W age Laws). It is agreed by the parties that, in connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non-payment of prevailing w ages under California law, and Consultant hereby agrees to defend, indemnify, and hold the Ci ty, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement.
25. Severability. If any term or portion of this A greement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect.
26. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside.
27. Authority to Enter Agreement. Consultant has a ll requisite power and authority to conduct its business and to execute, deliver, and p erform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1
make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behal f of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non- monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement.
28. Counterparts. This Agreement may be executed i n several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signe d by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.
29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the o bligations described herein. All prior or contemporaneous understandings, agreements, represe ntations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Consultant’s Proposal is incorporated only for the description o f the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the e vent of conflict, this Agreement shall take precedence over those contained in the Consultant’s Proposal.
30. Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney.
[Signatures on next page]
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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
City Manager
ATTEST:
City Clerk
APPROVED AS TO FORM:
City Attorney
Assistant City Manager
“CONSULTANT”
Engineering Resources of Southern
California, Inc., a Corporation
By: Matt Brudin, P.E.
Its: Principal in Charge
Attachments: Exhibit A – Consultant’s Proposal
Exhibit B – List of Subcontractors
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 7/11/2023 | 2:13 PM PDT
7/17/2023 | 12:53 AM PDT
7/17/2023 | 11:35 AM PDT
7/17/2023 | 11:40 AM PDT
7/17/2023 | 11:52 AM PDT
EXHIBIT A
EXHIBIT A
CONSULTANT’S PROPOSAL
[ATTACHED]
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Proposal for Plan Check Services -
Engineering Department
Submitted: March 24, 2023
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Local Office:
41593 Winchester Rd., Ste. 200
Temecula, CA 92590
(909) 890-1255, [email protected]
Evaluation Period Contact:
John M. Brudin, PE
Principal in Charge
(909) 890-1255 x103
[email protected]
1861 W . Redlands Blvd. | Redlands, CA 92373
(909) 890-1255 | [email protected] | www.erscinc.com
Y ears of Service
Celebrating
Engineering Resources of Southern California, Inc.
Since 1996
March 24, 2023
City of Lake Elsinore
Engineering Department
130 South Main Street
Lake Elsinore, California, 92530
RE: Proposal for Plan Check Services - Engineering Department Dear Members of the Selection Committee,
Engineering Resources of Southern California (ERSC) is pleased to have the opportunity to submit our proposal to the City of Lake Elsinore (City) as a qualified, experienced consultant to provide Plan Check Services for the Engineering Department (Project). Based on our review of the RFP and years of experience providing plan check services to the City and local agencies, we thoroughly understand the City’s requirements and unique development setting.
Understanding
As Lake Elsinore prepares to continue its growth as an exemplary community with deep roots in the region’s history, City staff are assembling a qualified team to assist in managing that growth, including seeking the assistance of consulting plan check engineers.
Our team members bring in-depth knowledge of the policies and procedures unique to Lake Elsinore. We have crafted our proposal to highlight our expertise and knowledge of local procedures and the challenges in delivering outstanding service to Lake Elsinore’s staff, citizens, and stakeholders.
Lake Elsinore’s Engineering Resource
ERSC was founded in 1996 to provide engineering services to the public sector. The firm has delivered Plan Checking, Civil Engineering Design, Surveying, and CM/Inspection Services to numerous Cities throughout Southern California for 27 years, including the City of Lake Elsinore. Being local to the Inland Empire, ERSC maintains working relationships and valuable experience in differing design criteria and various departments of the region’s diverse public agencies.
Our proposed team has served Lake Elsinore for the entirety of our contract period and built lasting relationships with the staff, local stakeholders, and the construction professionals poised to shape the City’s future. ERSC’s goal is to maintain the continuity of our knowledge of Lake Elsinore’s current projects, processes, and standards to avoid interruption of service to fast-paced efforts.
Key Personnel
Matt Brudin, PE, will continue to act as ERSC’s Principal in Charge, guiding our team with his 35 years of experience in municipal engineering, development processes, and construction management services. Joanna Rembis, PE, will support Matt as Project Manager and direct the day-to-day tasks necessary to deliver plan check assignments. Our key personnel have access to ERSC’s 35 engineering and construction professionals located just minutes away in our Redlands and Temecula offices.
Outstanding Experience and Capabilities
ERSC’s record of outstanding service spans decades. Our team’s commitment to solidifying its reputation as a singular reliable source for municipal services never wavers. Public agencies know they can rely on ERSC, and as a result, we provide similar on-call services to multiple Cities and public agencies, including the City of Lake Elsinore. ERSC currently serves:
• City of Lake Elsinore - On-Call Plan Check Services
• City of Banning - Plan Check and Inspection Services
• City of Palm Springs – On-Call Civil Engineering Plan Check Services • City of Beaumont - On-Call Plan Check, Inspection, and Engineering Design Services • City of Rialto – On-Call Plan Checking Services
• EMWD - On-Call Land Surveyor and Document Review Services Our capabilities fit well with the goals of the City. In addition to our vast experience, our team stands out by being:
• Integrated - ERSC’s team is integrated with your processes and procedures to act as a seamless extension of City staff. Many of ERSC’s project team have served the City and its stakeholders for over eight years. The City benefits from the continuity of knowledge in utilizing ERSC’s services.
• Experienced - ERSC brings familiarity with municipal plan checking services and the special requirements pertaining to the City of Lake Elsinore and its various infrastructure, systems, staff, environment, governing bodies, stakeholders, and processes. • Advanced - ERSC is experienced in electronic review, transmittal, and receipt of plan check project documents. • Nearby - As a vendor local to Southwest Riverside County, ERSC’s local office is in the nearby City of Temecula.
On behalf of our entire project team, I would like to thank Lake Elsinore staff for the opportunity to submit our proposal to continue DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 1861 W . Redlands Blvd. | Redlands, CA 92373
(909) 890-1255 | [email protected] | www.erscinc.com
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serving your City. Our team members will remain available throughout the evaluation period to answer any questions that arise. The individuals signing this document are authorized to bind ERSC in an agreement with the City of Lake Elsinore. This proposal and price presented herein are valid for a period of 120 days from the date of submittal.
If you have any questions regarding our proposal, please contact me at 909-890-1255 x103, or by email at [email protected].
Respectfully submitted,
John M. Brudin, PE
President
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 T able of Contents
Services Description ................................................................................................. 1 Firm Background .................................................................................................... 10 References ..............................................................................................................12 Project Team ...........................................................................................................17 Schedule of Fees .....................................................................................................38 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
1 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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Project Understanding
ERSC understands that the City of Lake Elsinore intends to retain a professional team to support its plan review efforts for various private development and CIP projects proposed within City limits. The work includes assisting city staff in the plan and independent reviews of technical studies and reports related to onsite and offsite improvements for adherence to plans, specifications, standards, and safety guidelines.
These activities support the growth and future of communities. Interested parties invest a great deal of time and money upfront to build the communities and infrastructure that form a City. Our involvement helps guide a project to completion with the interests of the City and stakeholders in mind. As such, ERSC’s goal is to protect these interests and steward projects to approval as efficiently as possible without undue cost or burden. This understanding of the plan check processes and dedication to optimum results is the foundation of our 27-year history of serving a vast client list.
ERSC and the City of Lake Elsinore
Our team’s seven-year tenure providing plan check and miscellaneous design services in Lake Elsinore makes us uniquely familiar with the City’s needs for this type of work. We have completed over 200 individual project-related reviews in that time, and some of our team members have served the City in both Plan Check and Design roles since 2016. As a result, we are proud to maintain a close-knit relationship with the City, its staff and procedures, and local developers and contractors.
Future and On-Going Development
New growth in the City spurred by favorable economic conditions over the past four years suggests that many related projects can be expected to progress. ERSC maintains electronic records of previously reviewed plans and significant infrastructure projects. We intend to offer the City continuity in knowledge, service, and records. Some of the significant projects for which ERSC is currently providing review of grading, improvement plans, special studies include:
• Alberhill Ranch TM28214
• South Shore TM36567
• Carydon at Mission Trail
• Terracina TM36557
• The Trails at Summerly TM31920
• Viscaya TM32008
• Ridgeline TM38008220
• Ramsgate TM37382
• Wasson TM37381
ERSC’s extensive knowledge, correspondence, and documentation of projects currently in review assures that the City can expect a seamless transition to a new contract period.
Local Professional Community
In its 27 years of providing numerous services for cities and agencies across Southern California, our staff has reviewed plans prepared by a host of firms and local developers, many of whom have come to know our team well. Not only do we know what to expect from these engineers and contractors, but they also understand what to expect from ERSC.
Our processes are unwavering regardless of the party completing the work. Each project is held to the same objective requirements regardless of who may be conducting the work.
Special Considerations
Specific to the City of Lake Elsinore, ERSC has found that there are some special circumstances that may regularly impact plan checking of projects.
Standards and Codes
Private and public improvement plans submitted to ERSC for plan check will be evaluated based on numerous standards and codes.
Documents guiding the plan check process include:
• Caltrans Highway Design Manual, Traffic Manual, Standard Specifications • Riverside County Standard Plans
• Riverside County Flood Control and Water Conservation District Hydrology Manual and Design Guidelines • California Manual of Uniform Traffic Control Devices (CAMUTCD) • Greenbook Standard Plans and Specifications for Public Works Construction • California Best Management Practices Handbook for storm water BMPs • NPDES Municipal Separate Storm Sewer System (MS4) Permit 2 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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• RCFCD Drainage Master Plan
• Santa Ana Region Water Quality Management Plan Guidance & Template • SWQCB General Permits – Construction, Scrap Metal, Industrial, etc. • United Stated Army Corps of Engineers Lake Management Project Permit • Lake Elsinore Encroachment Permit Application Package • Engineering Design Guidelines Manual for the Preparation and Checking of Street Improvement • Chapter 15.72 of the Lake Elsinore Municipal Code for Grading and Erosion Control • Most recent edition of the California Building Code
• Chapter 15.64 & 15.68 of the Lake Elsinore Municipal Code for Flood Plain Management • Chapter 16 of the Lake Elsinore Municipal Code for Subdivision Development • Chapter 14.8 of the Lake Elsinore Municipal Code for Storm Water Management • City General Plan and Specific Plans
• City General and Specific Plan Transportation Elements Correspondence with Other Departments
ERSC has found coordination with other City Departments necessary in recent assignments. Specific to the City of Lake Elsinore will be the need to coordinate certain items with the departments such as Community Development for Planning items or Public Safety for Fire Department requirements in plan check.
Lake Elsinore
Lake Elsinore is the largest natural freshwater lake in Southern California. As the termination point of the San Jacinto River, the lake relies largely on rainfall with additional recycled water inflows from Elsinore Valley Municipal Water District treatment facilities. The lake is a valuable resource managed for recreational and environmental purposes. The City owns and operates many aspects of the lake, including an RV park, launch ramp, and aeration system. Army Corps of Engineers’ coordination is expected in review of projects that impact the Waters of the United States, which include the lake and some tributary channels. ERSC will review projects in the City while keeping this valuable local resource in mind.
Unique Water Quality Management Plans (WQMP)
Water Quality Management Plan (WQMP) be prepared for all projects within the Region that meet the Priority Development Project categories and thresholds listed in the Water Quality Management Plan Guidance Document for the Santa Ana Region. Typically, a Project Specific WQMP will be seen twice during the approval process for any priority project. First, during the entitlement phase as a Preliminary WQMP (PWQMP), and again during the development of construction documents as a Final WQMP (FWQMP).
During the entitlement phase, the PWQMP is reviewed to ensure adequate planning and compliance with the Guidance Document, proper application of the hierarchy of LID Site Design Best Management Practices, and that funding, inspection, and long-term maintenance of the BMPs are considered and properly thought through. Additional consideration is given to certain nuances of the WQMP . The “50% Rule” and “Highest/Best Use” are built in where applicable.
Section 1.1.2 of the WQMP describes the requirement for projects where impervious surfaces are being removed and replaced or added to existing projects and how that project should address treating runoff generated on the replaced or new impervious surfaces.
Further, Section 2.4.4 describes the need to avoid the use of infiltration-based BMPs for projects tributary to Lake Elsinore. In this case, the use of infiltration-based BMPs is considered counterproductive to the overall watershed goals, and therefore projects are required to treat and release onsite runoff.
For projects with a PWQMP , the review of the FWQMP is limited. Overall, the FWQMP will be reviewed to ensure conformance with the PWQMP , translation of the elements of the PWQMP into the final project, inclusion of the properly completed Owner’s Certification, and that fully executed maintenance and transfer agreements are provided.
Elsinore Valley Municipal Water District (EVMWD)
EVMWD serves the areas within the City with potable, waste, and recycled water services. With the EVMWD’s influence in the development of the City, ERSC will closely coordinate plan checking with the consideration of the District.
As a separate entity, EVMWD will be responsible for the review of Offsite Sewer, Water, and Recycled Water plans to their own requirements. ERSC recognizes that onsite sewer systems, water meters, hydrants, and other items will be reviewed as they impact a project’s compatibility with City requirements.
Transportation Corridors
Interstate 15 and State Route 74 border or transect the City in various directions. Permitting by Caltrans is required for work performed in and adjacent to the State’s right-of-way. ERSC has navigated Caltrans’ process in numerous projects and will utilize this experience during the review of projects for the City of Elsinore. 3 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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During past assignments, ERSC coordinated with Caltrans during widening and traffic signal modifications along Riverside Drive for the construction of the La Laguna RV Park.
Riverside County Flood Control and Water Conservation District (RCFCWCD) The Riverside County Flood Control and Water Conservation District oversees the design and development and storm drain master plans and regional flood control facilities in Southwest Riverside County, including the City of Lake Elsinore. ERSC is currently a design consultant for the RCFCWCD and understands the agency’s requirements.
Planning Documents
Development in numerous areas of the City is driven in part by the requirements of various specific plans. Specific Plans governing development in the City of Lake Elsinore include:
• Alberhill Ranch
• Alberhill Villages
• Canyon Creek/Summerhill
• Canyon Hills
• Canyon Hills Estates
• The Cape of Good Hope
• Cottage Lane
• The Diamond
• Downtown Elsinore
• East Lake
• Elsinore City Center
• La Laguna Estates
• Lakeshore Village
• Murdock Alberhill Ranch
• Nichols Ranch
• North Peak
• Outlet Center
• Ramsgate
• Spyglass Ranch
• Terracina
• Tuscany Hills
• The Village at Lakeshore
Existing development within the Specific Plans areas varies by location, and in some cases, implementation of the specific plan requirements may be driven by redevelopment. ERSC is currently involved in the implementation of large specific plans in the Cities of Chino, Rialto, Banning, and Palm Springs.
Digital Plan Checking
ERSC has been performing electronic plan checking for almost a decade. Our staff currently use Bluebeam REVU and ShareFile to serve the City of Lake Elsinore and are ready and able to adapt to any additional system that the City may elect to use.
Digital Markups
ERSC currently performs markups in a digital format for all plan checks. We receive documents through ERSC’s electronic system and distribute them internally to an engineer. The review is then completed entirely in Bluebeam REVU, allowing for accurate scaling and detailed markups. ERSC also summarizes all comments in an itemized Word document and completes the checklists provided in the City’s Design Manual. The entire package is then transmitted to the developer’s engineer for revisions and to the City for internal use.
Electronic Transmittals
ERSC currently administers electronic transmittal of projects through our own internal ShareFile system. Each project for plan check is saved to ERSC networks and added to the ShareFile suite in project-specific folders. Next, ERSC sends an email containing both a link to download the project’s plan check documents and a link for the engineer to upload revised documents for re-submittal. The ShareFile program is entirely web-based, so no additional software is needed.
Through this system, ERSC can provide the City and Design Engineer individual user access to redlined plans, plan check documents, and ERSC’s plan check tracking information. This system is used in many of ERSC’s current plan check assignments to reduce review times, eliminate costs associated with hand delivery, and establish transparency in the process for all parties.
Cost Estimate Review and Coordination
ERSC is attuned to the City’s processes. In current assignments, we compare the first and last Cost Estimates to determine any additional fees and confirm the City receives payment. This value-added service also ensures that the City is collecting fees commensurate with proposed improvements proposed and has assisted in capturing tens of thousands of dollars in overlooked permit fees. 4 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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Scope of Services
ERSC has become well-versed in the many nuances that must be observed by anyone processing plans and studies for approval within the City of Lake Elsinore. Our staff will rely on numerous codes, guidance documents, checklists, and standards to complete each review. This section will summarize the methods used to review assigned documents thoroughly.
Plan Check Reference Material
ERSC staff will reference different guidance materials based on the scope of the assignment (e.g., State Subdivision Map Act, Standard Specifications for Public Works Construction, Americans with Disabilities Act requirements, and the California Building Code). Other facets of a particular project, such as water quality or traffic improvements, are governed by the Construction General Permit, MS4 Permit, WQMP guidance document, Manual on Uniform Traffic Control Devices, State of California Highway Design Manual, Caltrans Standard Specifications, Riverside County Flood Control Hydrology Manual, and the United States Army Corps of Engineers Permit requirements. Each is applied respectively and where applicable. In addition, local guidance documents such as the City Grading Notes for Improvement Plans, City Encroachment Permit Application Package, City Municipal Code, City General Plan, and Specific Plan Elements are also applied when appropriate. Conditions of Approval are also thoroughly reviewed and applied to each project.
Process Applicable to all Plans/Subdivision Maps/Studies The below items are incorporated as applicable during the review of any plans, maps, and studies after assignment to ERSC for review. • Review initial submittal package for completeness. Items frequently required include a title report, geotechnical report, and conditions of approval.
• Verify ownership, review aerials and photos, and review onsite/adjacent conditions. Verify drawing content, including title block, file number, RCE signature block, benchmark, and proper drafting technique. Verify compliance with Conditions of Approval.
Verify general notes and content, construction notes, and quantities. Include project title, a list of utility companies with contact information, vicinity and index map, legal description, APN, site ownership, and addresses as applicable. • Review engineering design principles, requirements, and industry-standard practices. • Review special studies to ensure they are conceptually sound and meet City, County, and State Standards.
Process for Individual Improvement Plan Checking and Special Study Review Following is an outline of items that ERSC staff utilize to review specific types of plans, maps, and studies and a list of commonly reviewed documents from our experience with the City. We can elaborate as requested if the evaluation committee members deem our proposal requires expansion on potential other assignments.
Rough, Precise, Mass Grading Plans
Verify conformance with geotechnical report; show boundary information, easements, and adjacent lot numbers; show street dimensions, existing utilities, sewer lateral and water meter; reference pad elevations to TTM and surrounding drainage; review and verify perimeter conditions; cross-reference with street and drainage plans and final map; verify compliance with California Building Code for grading and accessibility; verify minimum slope requirements and drainage control at top of slope; verify slopes, top of grate and invert elevations on drains; verify retention basin and BMPs, show building locations/setbacks; show critical elevations; verify conformance with FEMA requirements.
Street Plans and Alignment Review
Verify design speed, geometrics, and cross-section; show typical section with cross fall and dimensions; verify minimum/maximum street grades and cul-de-sac design; verify structural section (AC/Base); verify bearings, curve data (centerline and curb) and stationing; show stations/elevations at intersections, EC/BC and ECR/BCR; verify “join” elevations extend topography; show saw cut line and feathered paving; provide supplemental cross sections for widening; show driveway approaches and cross gutters; in the profile, show existing/proposed profile at centerline, curb left & right; show stations at begin/end construction, intersection, EC/BC and even stations; show slope, elevations at critical points and grade breaks; show the location, length, and PI for vertical curves; show projection and length of curb returns/verify design; profile “grade to drain” and show elevations.
Storm Drain Plans
Verify size and design flow per City’s Master Plan, if applicable; design per Flood Control standards; verify alignment, geometrics, and stationing; show existing utilities (OH/UG); show catch basins, manholes/junction structures and inlet/outlet structures with details when required; show, obtain, and/or verify drainage easements; show invert elevations at inlet/outlet, structures, and grade breaks; verify design flow and street capacity with hydrology study; show HGL, flow rate, and velocity for main line and lateral; coordinate with hydraulic calculations; verify coordination with regulatory agencies as required. Storm drain plans will be checked against hydrology and hydraulic calculations.
Onsite Pipeline (Sewer, Water, Recycled) Plans
Location (new tract, ROW or easement); supporting documents (hydraulic models, geotechnical); sheet layout and contents per City requirements; stations and elevations at valves, fittings, manholes, laterals and fire hydrants; show all existing and proposed utilities and appurtenances; detail/callout connection/stub out points; verify depth appropriate for pipe size/location; verify line data; ensure 5 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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looping provided as applicable; show pavement limits; show location of above and underground features; detail any necessary encasements at walls and medians; show meter/service location, separations, and size; show lot lines and numbers; verify hydrant/manhole/valve spacing, location, joints, sizes; verify DCDA spacing, location, joints, sizes; check elevations, slope, distances, stationing, size, materials, and crossings in profile; verify size per master plan; verify thrust restraint and AR/AV calculations; verify compliance with separation requirements; verify cross- connection requirements.
Final Parcel and Tract Maps
Verify overall format complies with Riverside County map manual; verify conformance with tentative map and conditions of approval; review and verify content of title report, vesting deed and Schedule B documents; verify content of title sheet and required certificates; verify dedications required by conditions of approval in owners’ certificate and acceptance thereof; verify survey procedure including location/description of existing monuments, review and verify closure calculations; basis of bearings, and methods of re-establishing monuments; measured and record bearings, distances and curve data; lots and streets numbered and named, lot width and depth, street dimensions and radii and cul-de-sac and knuckle design; monumentation for streets and lots, centerline intersection, EC/BC and center of cul-de-sac, distinct boundary and lot corners.
Maps, Survey/Legal Documents
Check to assure compliance with applicable provisions of the State Subdivision Map Act, Land Surveyor’s Act, City Municipal Code, Conditions of Approval and other City requirements, and all other applicable state statutes and local ordinances; review of map sheets for centerline control, lot closure calculations, mathematical accuracy, surveyor notes and symbols, monumentation per City Standards, and survey procedures; review of boundary retracement procedures and title reports; review of format statements and certificates; conformance to City’s preferred format and layout; review legal description for accuracy and proper acknowledgment of record and easement documents; review and verify closure calculations, review plat for proper identification of R/W, lot lines, easements and location of existing structures and utilities.
Hydrology and Hydraulics Calculations
Verify compliance with Flood Control methods and City requirements; verify design criteria; review and verify critical design values; review and verify model input/output and content of hydrology map; and verify narrative content. For hydraulic calculations, verify mainline, lateral and catch basin design flow, review and verify model input/output; verify methods of analysis; review design methods of catch basins, hydraulic structures and outlet protection; review maximum velocity, junction losses, freeboard and outlet conditions; and verify hydraulic data on storm drain plans.
Water Quality Management Plans
Verify stormwater management requirements applicable to the project, source control/site design, pollutant controls and hydromodification management; review performance requirements for source control and site design BMPs, storm water pollutant control BMPs and hydromodification management BMPs. For a Standard WQMP verify project information and ownership, construction storm water BMPs, post construction source control BMPs and post construction site design BMPs. For Priority Development Projects, verify onsite pollutant control BMPs or combination BMPs, BMP selection process and BMP sizing necessary to meet stormwater pollutant control standards.
Special Traffic Studies, Impact Analysis, Scoping Letters Confirm approval of scoping agreement; verify project characteristics; evaluate traffic forecasts and supporting data; review/verify existing conditions; review future conditions without the project including intersections and roadway segment analyses; review future conditions with the project including intersections and roadway segments analyses; review the transportation management plan; verify/review study intersections and roadway segments; review traffic forecasting for existing conditions, future growth, ambient growth, and related projects; review/verify future changes to the transportation network; verify methodology; and, verify trip generation and distribution.
Signing and Striping, Traffic Signal Plans
Review/verification of existing utilities, subsurface and overhead obstructions; construction notes and standard plan references; review pole locations, mast arm lengths; review/evaluate conduit layout and sizing, pull box locations; verify controller location and type, service connection, and pedestal location; review pole and equipment schedule, conductor schedule and phase diagram; verify location of loop detectors or video detection zones; review/verify directional and warning signage, street name signs (illuminated v. non illuminated); review and verify vehicle storage (que), striping, pavement markings, and advanced warnings. Review plans against current traffic engineering design standards, guidelines, and practices; City standards for street construction; City’s Guidelines for Bicycle Facilities; adhere to the Caltrans Highway Design Manual, Caltrans Traffic Manual, CA MUCTD and Caltrans Standard Plans and Specifications.
Engineering Cost Estimates
Verify format adheres to City requirements; verify all information called out for construction is included; check quantities against plan; verify construction notes correspond; verify correct unit costs; ensure contingency included; provide civil engineer’s stamp and signature.
Structural Review (Structures and Walls)
Review Geotechnical report and recommendations; review/verify design methods and assumptions; verify design criteria (i.e., bearing 6 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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pressure, passive pressure, wind loads); review and verify calculations and factor safety; verify footing dimensions, steel, and grout requirements; verify and evaluate existing/proposed improvements; verify field conditions and constraints; review/evaluate geotechnical data, limits of flooding; review alignment/geometry for compliance with accepted criteria, Caltrans requirements; review design and location/spacing of spread footings/pilings; review design and location of abutments and wing/retaining walls;eEvaluate drainage and drainage mitigation.
Erosion and Sediment Control Plans
Verify plan adheres to City requirements; verify WDID Number; verify perimeter protection; verify inlet protection; check BMPs with CASQA recommendations; verify retention basin and BMPs, show building locations/setbacks perimeter walls and retaining walls; verify stabilized construction entrance; verify equipment staging areas; verify materials storage areas; ensure offsite inlet protection where applicable.
Construction Detour Plans
Review plans against current traffic engineering design standards, guidelines, and practices; adhere to the Caltrans Highway Design Manual, Caltrans Traffic Manual, CA MUCTD, and Caltrans Standard Plans and Specifications; sign legend to be provided; review schedule and duration; ensure special provisions for schools and other facilities are met.
Street Light Plans and Voltage Drop Calculations
Verify conformance with the Standard Specifications for street lights, and drafting standards; verify location at intersections, along roadways, and placement within median islands; verify pole spacing and illumination requirements; verify pole height, mast arm length, and luminaire; verify foundation requirements and location, pedestal location, service points and availability of service; verify conduit layout, size, and material; verify circuit design; calculate voltage drop throughout system/circuit.
Soils Reports and Geotechnical Reports
Review and comment on private project geotechnical and geology reports including but not limited to soil stability, soil composition, liquefaction, compaction, foundations, etc.; review road structural calculations and any trench backfill recommendations; development of geotechnical and geology reports for limited special public projects, as well as peer review of geotechnical and geology reports; prepare review comments and conditions of approval of soils reports in a written format that is acceptable to the City; review responses to review comments provided by the developer’s soils engineer; work with developer’s soils engineer to resolve issues generated by review comments; attend meetings with the City, developers, builders, engineers, and consultants in a timely manner to resolve issues generated during the report review process or during construction; review soils reports submitted by the developer’s soils engineer for proposed changes during grading; provide technical support to the City for geotechnical engineering and geologic related issues on an as-needed basis; provide grading inspection services on an as-needed basis to ensure compliance with City approved plans and standards.
Additional Services
ERSC is accustomed to providing certain additional assistance services as a part of Plan Check services. Some of the commonly provided services are outlined below.
City Surveyor
ERSC acts as City Surveyor for numerous Cities in the Southern California region. As such, Erik Howard PE, PLS, will continue to provide this service to the City of Lake Elsinore. ERSC’s representative will sign and stamp maps on behalf of the City of Lake Elsinore.
Traffic/Transportation Engineering
Preparation of related plans, documents, and technical studies on the impact and mitigations related to traffic circulation in compliance with the City’s TIA Guidelines.
STC will act as a subconsultant to ERSC’s team, and its registered traffic engineers and transportation design personnel can field these tasks with compliance to all city and local requirements.
Project Review Schedule
The project schedule will be determined and maintained by the project applicant. The project review schedule shall be as stated in the RFP and as outlined below.
Submittal Standard Plan Review Plan Submittal
First Submittal 10 Working Days ElectronicSubsequent Submittals 5 Working Days For expedited project review, the following schedule will apply.
Expedited Plan Review Plan Pickup Expediting Fee
50% of Standard Plan Review As soon as possible. 150% of Standard Fee 7 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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Work Flow Methodology
Comprehensive Electronic Record Keeping
All plan check information is saved on our network for access. Redlines, transmittals, emails, supporting documents, and tracking logs are all available to ERSC staff in a central location.
Plan Check Software & Bluebeam REVU
ERSC utilizes Bluebeam Review to perform all plan check redlines. The software facilitates clarity, precision, and speed in redlining plan check projects. ERSC has been utilizing Bluebeam in various capacities since 2017, with the complete migration of our team to the software in 2020.
We are aware of the City’s efforts to implement Bluebeam Studio to transmit plans for corrections and documenting changes. ERSC will adapt to the City’s preferred methods as implemented.
Comment Memo
As a part of the plan check process, ERSC summarizes all plan check comments in a memo format. Most frequently, our comments are summarized by sheet or section number and accompany the redlines with delivery. Some additional comments are occasionally included in the memos when requesting additional information or compliance with certain conditions of approval. The memo is compiled in word format to allow the engineer of record to reply to any ERSC comment.
Internal Tracking and Assignment
ERSC assigns plan checks to internal staff utilizing our dedicated plan review software platform. Plans are assigned to an engineer with the applicable due dates, notes, and other information. Upon review completion, the engineer will assign to QA/QC, who will review and add additional comments as necessary. When QA/QC is complete, the QA/QC will assign to admin staff for package and electronic delivery. This system allows ERSC to monitor status on a per-client and per-project basis to allow for adherence to established schedules and quality expectations.
Electronic Capabilities
ERSC provides successful electronic plan check delivery to most clients utilizing our internal Sharefile system. The current system facilitates delivery, receipt, and City access to files, developer restrictions to only their files, and notifications of uploads and deliveries. In addition, City staff have been provided credentials to access files as needed for their reference.
Task Order Accounting
ERSC is familiar with the accounting for charges in plan check projects on a task order basis. We utilize Deltek Ajera (ERP), a Financial Management System that tracks time and expenses in real time. Using ERP , ERSC assigns each task an individual phase number in the system using City’s tracking/file information and the project name. Every hour logged on a time card is instantly reflected in our system.
This allows our project managers to control budgets as the project progresses. Upon invoicing, the City can reference each project’s charges by its tracking/file information and the project name as well as an overall cost accounting for the billing period. Hours spent, billing rates, and overall charges by project and team member are all available for reference on each invoice and in the ERP system. 8 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Services Description
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ERSC Plan Check Process
9 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Schedule of Fees
38 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Schedule of Fees
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The below provides information regarding ERSC’s fees to perform Plan Checking Services in the City of Lake Elsinore. The below fees are intended to duplicate those in the RFP . ERSC currently works within the presented fee structure in the City and will be able to seamlessly transition to a new contract without interruption. We have also included ERSC’s Schedule of Hourly Billing Rates to be applied during assignments that may require work on a time and materials basis.
I. Grading and Drainage Plans
Cubic Yards Current City Grading Plan Check Fee ERSC Fee Expedited Fee 100 Cubic Yards or Less $200.00 85% 150% of Standard
101 – 1,000 Cubic Yards $220.00 for the first 100 cubic yards, plus $50.00 for each additional 100 cubic yards or fraction thereof x 91%
85% 150% of Standard
1,001 – 10,000 Cubic Yards $670.00 for the first 1,000 cubic yards, plus $50.00 for each additional 1,000 cubic yards or fraction thereof x 91%
85% 150% of Standard
10,001 – 100,000 Cubic Yards $1,120.00 for the first 10,000 cubic yards, plus $190.00 for each additional 10,000 cubic yards or fraction thereof x 91%
85% 150% of Standard
100,001 – 400,000 Cubic Yards $2,830.00 for the first 100,000 cubic yards, plus $110.00 for each additional 100,000 cubic yards or fraction thereof x 91% 85% 150% of Standard
Over 400,000 Cubic Yards $6,130.00 for the first 400,000 cubic yards, plus $110.00 for each additional 100,000 cubic yards or fraction thereof x 91% 85% 150% of Standard
REVISIONS to approved plans $450.00 per sheet 85% 150% of Standard II. Road, Street, and Utility Improvement Plans
Subdivision /Commercial Estimate Current City Plan Check Fees ERSC Fee Expedited Fee 0-$50,000 4.5% 85% 150% of Standard
$50,000-$300,000 4.0% 85% 150% of Standard
$300,000-$700,000 3.5% 85% 150% of Standard
$700,000-$1,000,000 3.0% 85% 150% of Standard
$1,000,000 and greater 2.5% 85% 150% of Standard
Revised or Redesigned Public Works Improvement Plans $450 per sheet 85% 150% of Standard Streetlights as separate plan check, Traffic Signing & Striping, Traffic Control, Haul Route Plans (as part of improvement plan set) $450 per sheet 85% 150% of Standard
Traffic Control as part of encroachment permit application (11x17) Per hour rate for review Per attached rate sheet. 150% of Standard Non Subdivision-Single Family Residential Current City Plan Check Fees ERSC Fee Expedited Fee Public Works Improvement Plans-Based On Engineer’s Estimate 7.5% 85% 150% of Standard III. Other Plan Checks
Other Plan Checks Current City Plan Check Fees ERSC Fees Expedited Fee Final Tract Map $1,700 + $55 per lot 85% 150% of Standard Parcel Map $1,600 + $45 per lot 85% 150% of Standard
Redesigned Tract/Parcel Maps in Process $450 per sheet 85% 150% of Standard Revised Approved Tract/Parcel Maps $450 per sheet 85% 150% of Standard Lot Line Adjustments-Two Lots Only $400 85% 150% of Standard Lot Line Adjustment-More than two lots $500 + $55 per lot 85% 150% of Standard Dedication: Easement, Right of Way $440 85% 150% of Standard Certificate of Compliance $450 85% 150% of Standard
Parcel Merger $400 + $25 per lot 85% 150% of Standard
Street Abandonment/Vacation $1,100 85% 150% of Standard Certificate of Correction $450 85% 150% of Standard
Water Quality Management Plan (WQMP) Review - PRELIMINARY $1,750 85% 150% of Standard Water Quality Management Plan (WQMP) Review - FINAL $1,750 85% 150% of Standard Hydraulic and Hydrology Report $1,200 85% 150% of Standard Soils/Geotechnical Report $1,200 85% 150% of Standard
39 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Y ears of Service
Celebrating
Engineering Resources of Southern California, Inc.
Since 1996
Engineering Resources of Southern California, Inc. | Schedule of Rates Professional Staff
President ........................................................................... $285.00 Vice President .................................................................... $245.00 Sr. Principal Engineer ......................................................... $240.00 Principal Engineer .............................................................. $215.00 Assistant Principal Engineer .............................................. $200.00 Engineer V ......................................................................... $180.00 Engineer IV ........................................................................ $165.00 Engineer III ........................................................................ $150.00 Engineer II ......................................................................... $135.00 Engineer I .......................................................................... $120.00 Engineering Staff
Principal Engineering Associate ......................................... $195.00 Senior Engineering Associate ............................................ $175.00 Engineering Associate V .................................................... $155.00 Engineering Associate IV ................................................... $135.00 Engineering Associate III.................................................... $125.00 Engineering Associate II..................................................... $110.00 Engineering Associate I...................................................... $105.00 Engineering Aide II .............................................................. $60.00 Engineering Aide I ............................................................... $55.00 Survey Staff and Services
Principal Surveyor.............................................................. $200.00 Senior Surveyor ................................................................. $165.00 Surveyor III ........................................................................ $130.00 Surveyor II ......................................................................... $115.00 Surveyor I .......................................................................... $100.00 2-Man Survey Crew (Std Equipment/Truck) ...................... $300.00 1-Man Survey Crew (Std Equipment/Truck) ...................... $235.00 3rd Man on Survey Crew ................................................... $130.00 Construction Support Staff
Construction Manager ....................................................... $200.00 Chief Construction Inspector ............................................. $155.00 Sr. Construction Inspector ................................................. $145.00 Construction Inspector ...................................................... $135.00 Inspector Overtime (Hours 8-12/Saturdays) ..................... $185.00 Inspector Overtime (Hours 12+/Sundays) ......................... $220.00 Administrative Staff
Operations Manager ......................................................... $110.00 Operations Specialist ........................................................... $95.00 Administrative Assistant II ................................................... $85.00 Administrative Assistant I .................................................... $75.00 Other Direct Expenses
Vehicle Mileage ................................................ $0.70/Mile Subconsultant ................................................... Cost + 20% Reimbursable Expenses/Charges ..................... Cost + 15% Forensic Analysis ................................. Standard Rate X 2 Expert Witness .................................... Standard Rate X 3 NOTE: All rates hereon are subject to
automatic increase upon July 1st of each
year. Rates will be adjusted by the percent
increase in California Consumer Price Index-
All Urban Consumers for the twelve-month period
ending February as calculated by the California Department of Industrial Relations (CADIR) California Consumer Price Index Calculator. Prevailing Wage Rates are dictated by the CADIR.
All classifications which are subject to Prevailing Wages will be adjusted when revised determinations are published by the CADIR.
Unless otherwise established by contractual agreement,
payment is due and payable upon receipt. Payment is considered delinquent if not paid within 30 days of invoice date. If payment is not completed within agreed terms, Client agrees to pay a service charge on the amount past due at the rate of 1.5% per month (18% per annum).
January 1, 2023
40 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1
F E E S C H E D U L E
Execut
ive/Management Classifications Hourly Rate
Principal‐In‐Charge $270
Senior Principal Manager $250
Principal Manager $230
Senior Project Manager $210
Project Manager $190
Professional Engineering Classifications
Principal Engineer $220
Senior Project Engineer $200
Project Engineer $180
Associate Engineer $150
Assistant Engineer $120
Professional Planning Classifications
Principal Planner $190
Senior Project Planner $170
Project Planner $150
Associate Planner $130
Assistant Planner $110
Technical/Specialized Classifications
Senior Technical Specialist $200
Construction Manager $190
Project Technical Specialist $180
Construction Engineer/Inspector $170
Other Classifications
Intern $90
Expert Witness $350
STC Traffic is a local
business and there are no direct costs for mileage.
Outsourced r eimbursable expenses such as printing and reproduction, deliveries and overnight shipping, computerized plotting, materials, etc., will be charged to the client at the consultant’s cost without mark‐ up.
41 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Y ears of Service
Celebrating
Engineering Resources of Southern California, Inc.
Since 1996
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
INSURER(S) AFFORDING COVERAGE
INSURER F :
INSURER E :
INSURER D :
INSURER C :
INSURER B :
INSURER A :
NAIC #
NAME:
CONTACT
(A/C, No):
FAX
E-MAIL
ADDRESS:
PRODUCER
(A/C, No, Ext):
PHONE
INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)
COMBINED SINGLE LIMIT
AUTOS ONLY
AUTOSAUTOS ONLY
NON-OWNED
SCHEDULEDOWNED
ANY AUTO
AUTOMOBILE LIABILITY
Y / N
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under
ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-
STATUTE
PER
LIMITS(MM/DD/YYYY)
POLICY EXP
(MM/DD/YYYY)
POLICY EFF
POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR
CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE
DAMAGE TO RENTED
$PREMISES (Ea occurrence)
COMMERCIAL GENERAL LIABILITY
CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY PRO-
JECT LOC
CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DD/YYYY)
CANCELLATION
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED
AUTOS ONLY
8/29/2022
Cavignac
451 A Street, Suite 1800
San Diego CA 92101
Certificate Department
619-744-0574
619-234-8601
[email protected]
Travelers Property Casualty Company of America
25674
ENGIRES-01
Berkley Insurance Company
32603
Engineering Resources Of Southern California, Inc.
1861 W. Redlands Blvd, Bldg 7B
Redlands, CA 92373
Property & Casualty Ins. Co. of Hartford
34690
1965537680
A
X
1,000,000
X
1,000,000
10,000
1,000,000
2,000,000
Y
Y
6802H222963
9/1/2022
9/1/2023
2,000,000
Deductible
0 A
1,000,000
X
Y
Y
BA2S03978A
9/1/2022
9/1/2023
C
X
Y
72WEGGG6371
9/1/2022
9/1/2023
1,000,000
1,000,000
1,000,000
B
Professional Liability
AEC905799203
9/1/2022
9/1/2023
Ea Claim & Aggreg
$2,000,000
Re: Engineering Plan Check Services. Additional Insured coverage applies to General Liability and Automobile Liability for the certificate holder, its elected or appointed officers, officials, employees, agents and volunteers per policy form. Primary coverage applies to General Liability and Automobile Liability per policy form. Waiver of subrogation applies to General Liability, Automobile Liability, and Workers Compensation per policy form. Professional Liability - Claims made form, defense costs included within limit. If the insurance company elects to cancel or non-renew coverage for any reason other than nonpayment of premium Cavignac & Associates will provide 30 days notice of such cancellation or nonrenewal.
City of Lake Elsinore
130 South Main Street
Lake Elsinore CA 92530
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1
Policy #BA2S03978A
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1
Policy #BA2S03978A
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1
Policy #BA2S03978A
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1
Policy #BA2S03978A
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 '311)6'-%0+)2)6%00-%&-0-8=
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DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
Countersigned by
Authorized Representative
Form WC 04 03 06 (1) Printed in U.S.A.
Process Date:07/23/22 Policy Expiration Date:09/01/23
WAIVER OF OURRIGHT TO RECOVER FROMOTHERS ENDORSEMENT - CALIFORNIA Policy Number:72WEGGG6371 Endorsement Number:
Effective Date:09/01/22 Effective hour is the same as stated on the Information Page of the policy.
Named Insured and Address:ENGINEERING RESOURCES OF SOUTHERN CALIFORNIA INC 1861 W REDLANDS BLVD BLDG 7B
REDLANDSCA92373
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.
The additional premium for this endorsement shall be 2 % of the California workers' compensation premium otherwise due on such remuneration.
SCHEDULE
Person or Organization Job Description
Any person or organization for whom you are required by written contract or agreement to obtain this waiver of rights from us
DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1
CITY OF LAKE ELSINORE
TO BE POSTED IN A CONSPICUOUS PLACE
Business Name:
Business Location:
Owner Name(s):
BUSINESS LICENSE NO.
Issue Date:
Description:
Expiration Date:
BUSINESS LICENSE
THIS IS YOUR LICENSE • NOT TRANSFERABLE
1861 W REDLANDS BLVD BLDG B Business Type:
REDLANDS, CA 92373-3119
ENGINEERING RESOURCES OF SOUTHERN CALIFORNIA, INC.
1861 W REDLANDS BLVD BLDG B
REDLANDS, CA 92373-3119
This business license is issued for revenue purposes only and does not grant authorization to operate a business. This business license is issued without verification that the holder is subject to or exempted from licensing by the state, county, federal government, or any other governmental agency.
Administrative Services - Licensing
130 South Main Street, Lake Elsinore, CA 92530
PH (951) 674-3124
ENGINEERING RESOURCES OF SOUTHERN CALIFORNIA, INC.
JOHN M BRUDIN
PROFESSIONAL/ENGINEERS
CIVIL ENGINEER
022943
7/1/2023 6/30/2024
Starting January 1, 2021, Assembly Bill 1607 requires the prevention of gender -based discrimination of business establishments. A full notice is available in English or other languages by going to: https://www.dca.ca.gov/publications/ DocuSign Envelope ID: 9A69F423-FD72-45DF-82C1-2D77C3F43FB1 Certificate Of Completion
Envelope Id: 9A69F423FD7245DF82C12D77C3F43FB1
Status: Completed
Subject: Complete with DocuSign: CC Approved Engineering Resources of Southern California.pdf Source Envelope:
Document Pages: 41
Signatures: 5
Envelope Originator:
Certificate Pages: 5
Initials: 0
Nicole McCalmont
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
130 S. Main Street
Lake Elsinore, CA 92530
[email protected]
IP Address: 47.180.22.242
Record Tracking
Status: Original
7/11/2023 11:34:20 AM
Holder: Nicole McCalmont
[email protected]
Location: DocuSign
Signer Events
Signature
Timestamp
Shannon Buckley
[email protected]
Assistant City Manager
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 47.180.22.242
Sent: 7/11/2023 11:37:10 AM
Viewed: 7/11/2023 2:12:00 PM
Signed: 7/11/2023 2:13:09 PM
Electronic Record and Signature Disclosure:
Accepted: 7/11/2023 2:12:00 PM
ID: b5efe544-7d73-4fff-9c4b-72b30ba29c9a
Barbara Leibold
[email protected]
City Attorney
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 70.181.104.242
Sent: 7/11/2023 2:13:10 PM
Viewed: 7/17/2023 12:53:16 AM
Signed: 7/17/2023 12:53:30 AM
Electronic Record and Signature Disclosure:
Accepted: 7/17/2023 12:53:16 AM
ID: c93ca14b-fbef-4b1d-ae4f-955e2a497153
Matt Brudin
[email protected]
President
Engineering Resource of So Cal.
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 47.180.164.158
Sent: 7/17/2023 12:53:32 AM
Viewed: 7/17/2023 11:34:40 AM
Signed: 7/17/2023 11:35:19 AM
Electronic Record and Signature Disclosure:
Accepted: 11/4/2021 1:39:39 PM
ID: b09a441d-c189-4066-af50-3172cd416175
Jason Simpson
[email protected]
City Manager
city of Lake Elsinore
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 47.144.200.124
Signed using mobile
Sent: 7/17/2023 11:35:21 AM
Viewed: 7/17/2023 11:40:39 AM
Signed: 7/17/2023 11:40:53 AM
Electronic Record and Signature Disclosure:
Accepted: 7/17/2023 11:40:39 AM
ID: 0ec63b7a-1078-4e2a-8796-3ba245bd1a35
Signer Events
Signature
Timestamp
Candice Alvarez
[email protected]
City Clerk
City of Lake Elsiniore
Security Level: Email, Account Authentication
(None)
Signature Adoption: Uploaded Signature Image
Using IP Address: 47.180.22.242
Sent: 7/17/2023 11:40:55 AM
Viewed: 7/17/2023 11:52:28 AM
Signed: 7/17/2023 11:52:34 AM
Electronic Record and Signature Disclosure:
Accepted: 10/24/2019 11:01:03 AM
ID: 0018f862-4e7a-4c04-91a9-67d7112db44f
In Person Signer Events
Signature
Timestamp
Editor Delivery Events
Status
Timestamp
Agent Delivery Events
Status
Timestamp
Intermediary Delivery Events
Status
Timestamp
Certified Delivery Events
Status
Timestamp
Carbon Copy Events
Status
Timestamp
Luz Reyes
[email protected]
Deputy City Clerk
City of Lake Elsinore
Security Level: Email, Account Authentication
(None)
Sent: 7/17/2023 11:52:36 AM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Witness Events
Signature
Timestamp
Notary Events
Signature
Timestamp
Envelope Summary Events
Status
Timestamps
Envelope Sent
Hashed/Encrypted
7/11/2023 11:37:10 AM
Certified Delivered
Security Checked
7/17/2023 11:52:28 AM
Signing Complete
Security Checked
7/17/2023 11:52:34 AM
Completed
Security Checked
7/17/2023 11:52:36 AM
Payment Events
Status
Timestamps
Electronic Record and Signature Disclosure
CONSUMER DISCLOSURE
From time to time, Carahsoft OBO City of Lake Elsinore (we, us or Company) may be required by law to provide to you certain written notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures electronically through the DocuSign, Inc. (DocuSign) electronic signing system. Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to these terms and conditions, please confirm your agreement by clicking the ‘I agree’ button at the bottom of this document.
Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available electronically to you by us. You will have the ability to download and print documents we send to you through the DocuSign system during and immediately after signing session and, if you elect to create a DocuSign signer account, you may access them for a limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to send you paper copies of any such documents from our office to you, you will be charged a $0.00 per-page fee. You may request delivery of such paper copies from us by following the procedure described below.
Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and disclosures electronically is described below.
Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can complete certain steps in transactions with you and delivering services to you because we will need first to send the required notices or disclosures to you in paper format, and then wait until we receive back from you your acknowledgment of your receipt of such paper notices or disclosures. To indicate to us that you are changing your mind, you must withdraw your consent using the DocuSign ‘Withdraw Consent’ form on the signing page of a DocuSign envelope instead of signing it. This will indicate to us that you have withdrawn your consent to receive required notices and disclosures electronically from us and you will no longer be able to use the DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from us.
All notices and disclosures will be sent to you electronically Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you during the course of our relationship with you. To reduce the chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with this process, please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the notices and disclosures electronically from us.
Electronic Record and Signature Disclosure created on: 2/5/2018 9:41:59 AM Parties agreed to: Shannon Buckley, Barbara Leibold, Matt Brudin, Jason Simpson, Candice Alvarez How to contact Carahsoft OBO City of Lake Elsinore:
You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows:
To contact us by phone call: 951-674-3124 x269
To contact us by email send messages to: [email protected] To advise Carahsoft OBO City of Lake Elsinore of your new e-mail address To let us know of a change in your e-mail address where we should send notices and disclosures electronically to you, you must send an email message to us at [email protected] and in the body of such request you must state: your previous e-mail address, your new e-mail address. We do not require any other information from you to change your email address..
In addition, you must notify DocuSign, Inc. to arrange for your new email address to be reflected in your DocuSign account by following the process for changing e-mail in the DocuSign system.
To request paper copies from Carahsoft OBO City of Lake Elsinore To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically, you must send us an e-mail to [email protected] and in the body of such request you must state your e-mail address, full name, US Postal address, and telephone number. We will bill you for any fees at that time, if any.
To withdraw your consent with Carahsoft OBO City of Lake Elsinore To inform us that you no longer want to receive future notices and disclosures in electronic format you may:
i. decline to sign a document from within your DocuSign session, and on the subsequent page, select the check-box indicating you wish to withdraw your consent, or you may; ii. send us an e-mail to [email protected] and in the body of such request you must state your e-mail, full name, US Postal Address, and telephone number. We do not need any other information from you to withdraw consent.. The consequences of your withdrawing consent for online documents will be that transactions may take a longer time to process..
Required hardware and software
Operating
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Final release versions of Internet Explorer® 6.0 or above (Windows only); Mozilla Firefox 2.0 or above (Windows and Mac); Safari™ 3.0 or above (Mac only)
PDF Reader: Acrobat® or similar software may be required to view and print PDF files Screen
Resolution: 800 x 600 minimum
Enabled Security
Settings: Allow per session cookies
** These minimum requirements are subject to change. If these requirements change, you will be asked to re-accept the disclosure. Pre-release (e.g. beta) versions of operating systems and browsers are not supported.
Acknowledging your access and consent to receive materials electronically To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please verify that you were able to read this electronic disclosure and that you also were able to print on paper or electronically save this page for your future reference and access or that you were able to e-mail this disclosure and consent to an address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format on the terms and conditions described above, please let us know by clicking the ‘I agree’ button below.
By checking the ‘I agree’ box, I confirm that:
I can access and read this Electronic CONSENT TO ELECTRONIC RECEIPT OF ELECTRONIC CONSUMER DISCLOSURES document; and
I can print on paper the disclosure or save or send the disclosure to a place where I can print it, for future reference and access; and
Until or unless I notify Carahsoft OBO City of Lake Elsinore as described above, I consent to receive from exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to me by Carahsoft OBO City of Lake Elsinore during the course of my relationship with you.