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Agenda Item No: 1.r
PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 16, 2026
Submitted by: Joe Lambert
From: Development Services
Subject:
AWARD OF CONTRACT WITH CSG FOR PROVISION OF BUILDING INSPECTION,
PERMIT TECHNICIAN AND PLAN CHECK AND INSPECTION SERVICES Financial Impact:
Expense: $ 325,000 not -to -exceed Annual Amount
Budget: $ 240,000 FY2026-27 Budget
$1,625,000 Five -Year Term's Contract Total (2026-2031) Summary:
The Development Services Department released a Request for Proposals (RFP) for related to building plan check, building inspection, and other building related staffing as needed on April 30, 2026, with proposals due on May 15, 2026. Fifteen (15) firms responded by the deadline.
After a review by Development Services Department staff, it is recommended that CSG Consultants, Inc. be awarded a five-year agreement for a not -to -exceed amount of $325,000 per fiscal year based on their qualifications and proposal.
Recommended Action:
It is recommended that the City Council:
1. Approve the Professional Services Agreement with CSG Consultants, Inc., to provide professional services related to building plan check, building inspection, and other building related staffing as needed, for a cumulative contract not -to -exceed $1,625,000 ($325,000 per fiscal year) for a five-year term, with two additional one-year optional terms; and
2. Authorize the City Administrator or her designee to execute all necessary documents, in a form approved by the City Attorney.
Strategic Plan Statement:
By awarding this contract, the City continues to meet Strategic Plan Goal No. 2, Public Safety. ensuring quality building plan checks and inspections occur to provide a safe, family -friendly environment that protect residents, businesses and visitors.
Discussion:
In July 2020, the City contracted with CSG Consultants Inc. ("CSG") to provide contract staffing services to perform fire plan check and inspection services related to development. A series of four contract amendments between 2021 and 2025 were executed. CSG has been 1 providing building related services (plan check, inspection, staffing) since 2022. However, the current Professional Services Agreement (PSA) with CSG Consultants, Inc. will expire on June 30, 2026, and further administrative PSA amendments are not possible.
A Request for Proposals (RFP) for building plan check, building inspection, and other building related staffing as needed was circulated on April 30, 2026, with proposals due on May 15, 2026. Fifteen (15) firms responded by the deadline. After a review by Development Services Department staff, it is recommended that CSG Consultants, Inc. be awarded a PSA to provide professional services related to building plan check, building inspection, and other building related staffing as needed, for a cumulative contract not -to -exceed amount of $1,625,000 ($325,000 per fiscal year) for a five-year term, with two additional one-year optional terms.
This recommendation is based on their qualifications and proposal.
CSG has been providing quality services related to building plan check, building inspection, and other building related staffing since 2022. Staff has been pleased with the services provided. CSG's proposal is near or below the average of the 15 proposals received, but CSG has always provided above average service to the City, saving our residents and clients time and money. The proposed contractor will primarily conduct building plan checks, as most building inspections are now performed by City staff. However, the PSA would allow other related services as needed.
CSG submitted an RFP consistent with the needs of the City, and offered pricing consistent with the City's budgeted expenditures for the related tasks. In fact, CSG provides two methods of billing, one is an hourly flat fee, the other is taking a percentage of the Plan Check fee as required by the RFP. Generally speaking, the latter results in a cost savings for the City. The City chooses with billing method to use. It should be noted that CSG lowered both their hourly flat fee and their percentage of the Plan Check fee taken in upon staff negotiating with them.
With this, CSG's proposed fees are lower than the average fees proposed by the other responsible bidders.
Financial Summary:
The Agreement with CSG Consultants, Inc. is for a five-year period, with two additional one- year extensions, to be exercised at the City's sole discretion based upon the performance of the Contractor. The City budgets adequate annual funding utilizing fees generated by Development Services plan check receipts and permit fees. Therefore, funding for this work is sustainable and continues to be budgeted annually. Accordingly, sufficient funds exist for the recommended action.
Attachments
1. and 1.b. PSA CSG.docx
1.a. CSG Proposal.pdf
1.c. Insurance Certificates for CSG.pdf
2 CITY OF PLACENTIA
PROFESSIONAL SERVICES AGREEMENT
WITH
CSG CONSULTANTS, INC.
THIS AGREEMENT is made and entered into this 1St day of July, 2026 ("Effective Date"), by and between the CITY OF PLACENTIA, a municipal corporation ("City"), and CSG CONSULTANTS, INC., a [California corporation] ("Consultant").
WITNESSETH:
A. WHEREAS, City proposes to utilize the services of Consultant as an independent contractor to perform building plan check, landscape plan check, building inspection, and other building related staffing as needed, as more fully described herein; and B. WHEREAS, Consultant represents that it has that degree of specialized expertise contemplated within California Government Code Section 37103, and holds all necessary licenses to practice and perform the services herein contemplated; and C. WHEREAS, City and Consultant desire to contract for the specific services described in Exhibit "A" (the "Project") and desire to set forth their rights, duties, and liabilities in connection with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions of Sections 1090-1092 of the California Government Code, in the subject matter of this Agreement.
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions contained herein, the parties hereby agree as follows:
1.0. SERVICES PROVIDED BY CONSULTANT
1.1. Scope of Services. Consultant shall provide the professional services described in the Consultant's Proposal ("Proposal"), attached hereto as Exhibit "A" and incorporated herein by this reference.
1.2. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel experienced in their respective fields and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by professional consultants in similar fields and circumstances in accordance with sound professional practices. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant's performance of this Agreement. Consultant shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. Officers and employees shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section.
1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to the complete satisfaction of the City and within the hereinafter specified. Evaluations of the work will be done by the City Administrator or his or her designee. If the quality of work is not satisfactory, City in its discretion has the right to:
3 (a) Meet with Consultant to review the quality of the work and resolve the matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is satisfactory; and/or
(c) Terminate the Agreement as hereinafter set forth.
1.4. Warranty. Consultant warrants that it shall perform the services required by this Agreement in compliance with all applicable Federal and California employment laws, including, but not limited to, those laws related to minimum hours and wages; occupational health and safety; fair employment and employment practices; workers' compensation insurance and safety in employment; and all other Federal, State, and local laws and ordinances applicable to the services required under this Agreement. Consultant warrants that it is not suspended or debarred from doing business with the United States government and can legally be paid from federal funds. Consultant shall indemnify and hold harmless City from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description including attorneys' fees and costs, presented, brought, or recovered against City for, or on account of any liability under any of the above-mentioned laws, which may be incurred by reason of Consultant's performance under this Agreement.
1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage in, nor permit its agents to engage in, discrimination in employment of persons because of their race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital status, sexual gender, or sexual orientation, except as permitted pursuant to Section 12940 of the Government Code. Such actions shall include, but not be limited to the following: employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay, or other forms of compensation and selection for training, including apprenticeship.
Consultant agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause.
Consultant shall, in all solicitations and advertisements for employees placed by, or on behalf of Consultant shall state that all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, marital status, national origin, or mental or physical disability. Consultant shall cause the paragraphs contained in this Section to be inserted in all subcontracts for any work covered by the Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials.
1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.
1.7. Delegation and Assignment. This is a personal service contract, and the duties set forth herein shall not be delegated or assigned to any person or entity without the prior written consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ other personnel to perform services contemplated by this Agreement at Consultant's sole cost and expense. All insurance requirements contained in this Agreement are independently applicable to any and all subcontractors that Consultant may engage during the term of this Agreement.
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4 1.8. Confidentiality. Employees of Consultant in the course of their duties may have access to financial, accounting, statistical, and personnel data of private individuals and employees of City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this Section shall survive the termination of this Agreement.
2.0. COMPENSATION AND BILLING
2.1. Compensation. Consultant shall be paid in accordance with the fee schedule set forth in Exhibit "A". Consultant's total compensation shall not exceed One -million six hundred twenty-five thousand Dollars $1,625,000 ($325,000 per Fiscal Year)), unless authorized herein.
2.2. Additional Services. Consultant shall not receive compensation for any services provided outside the scope of services specified in the Consultant's Proposal or which is inconsistent with or in violation of the provisions of this Agreement unless the City or the Project Manager for this Project, prior to Consultant performing the additional services, approves such additional services in writing. It is specifically understood that oral requests and/or approvals of such additional services or additional compensation shall be barred and are unenforceable.
Should the City request in writing additional services that increase the hereinabove described "Scope of Services", an additional fee based upon the Consultant's standard hourly rates shall be paid to the Consultant for such additional services. Such increase in additional fees shall be limited to 10% of the total contract sum. The City Administrator is authorized to approve a Change Order for such additional services. Where the original contract is $40,000.00 or less, City Council approval shall be required prior to any increase bringing the total compensation to more than $40,000.00.
2.3. Method of Billing.. Consultant may submit invoices to the City for approval on a progress basis, but no more often than two times a month. Said invoice shall be based on the total of all Consultant's services which have been completed to City's sole satisfaction. City shall pay Consultant's invoice within forty-five (45) days from the date City receives said invoice. Each invoice shall describe in detail the services performed, the date of performance, and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as "Additional Services" and shall identify the number of the authorized change order, where applicable, on all invoices.
2.4. Records and Audits. Records of Consultant's services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City or its Project Manager for inspection and/or audit at mutually convenient times for a period of three (3) years from the Effective Date.
3.0. TIME OF PERFORMANCE
3.1. Commencement and Completion of Work. The professional services to be performed pursuant to this Agreement shall commence within five (5) days from the Effective Date of this Agreement. Said services shall be performed in strict compliance with the Project Schedule approved by City as set forth in Exhibit "A".
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5 3.2. Excusable Delays. Neither party shall be responsible for delays or lack of performance resulting from acts beyond the reasonable control of the party or parties. Such acts shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a party. If a delay beyond the control of the Consultant is encountered, a time extension may be mutually agreed upon in writing by the City and the Consultant. The Consultant shall present documentation satisfactory to the City to substantiate any request for a time extension.
4.0. TERM AND TERMINATION
4.1. Term. This Agreement shall commence on the Effective Date and continue for a period of 60 months, ending on June 30, 2031, unless previously terminated as provided herein or as otherwise agreed to in writing by the parties. This Agreement may also be extended for two additional one-year terms by the City Administrator or designee based on the City's sole discretion..
4.2. Notice of Termination. The City reserves and has the right and privilege of canceling, suspending, or abandoning the execution of all or any part of the work contemplated by this Agreement, with or without cause, at any time, by providing at least fifteen (15) days prior written notice to Consultant. The termination of this Agreement shall be deemed effective upon receipt of the notice of termination. In the event of such termination, Consultant shall immediately stop rendering services under this Agreement unless directed otherwise by the City. If the City suspends, terminates, or abandons a portion of this Agreement such suspension, termination, or abandonment shall not make void or invalidate the remainder of this Agreement.
If the Consultant defaults in the performance of any of the terms or conditions of this Agreement, it shall have ten (10) days after service upon it of written notice of such default in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.
The City shall have the right, notwithstanding any other provisions of this Agreement, to terminate this Agreement, at its option and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement, immediately upon service of written notice of termination on the Consultant, if the latter should:
a. Be adjudged a bankrupt;
b. Become insolvent or have a receiver of its assets or property appointed because of insolvency;
c. Make a general assignment for the benefit of creditors; d. Default in the performance of any obligation or payment of any indebtedness under this Agreement;
e. Suffer any judgment against it to remain unsatisfied or unbonded of record 4 [CSG Consultants]
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6 for thirty (30) days or longer; or
f. Institute or suffer to be instituted any procedures for reorganization or rearrangement of its affairs.
4.3. Compensation. In the event of termination, City shall pay Consultant for reasonable costs incurred and professional services satisfactorily performed up to and including the date of City's written notice of termination within thirty-five (35) days after service of the notice of termination. Compensation for work in progress shall be prorated based on the percentage of work completed as of the effective date of termination in accordance with the fees set forth herein.
In ascertaining the professional services actually rendered hereunder up to the effective date of termination of this Agreement, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents pertaining to the services contemplated herein whether delivered to the City or in the possession of the Consultant. City shall not be liable for any claim of lost profits.
4.4. Documents. In the event of termination of this Agreement, all documents prepared by Consultant in its performance of this Agreement including, but not limited to, finished or unfinished design, development and construction documents, data studies, drawings, maps, and reports, shall be delivered to the City within ten (10) days of delivery of termination notice to Consultant, at no cost to City. Any use of uncompleted documents without specific written authorization from Consultant shall be at City's sole risk and without liability or legal expense to Consultant.
5.0. INSURANCE
5.1. Insurance. The Consultant and all subcontractors, if any, shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement, including any extension thereof, insurance as set forth in Exhibit "B" attached hereto and incorporated herein by this reference.
Neither the City nor any of its officers, officials, agents, employees, or volunteers makes any representation that the types of insurance and the limits specified to be carried by Consultant under this Agreement are adequate to protect Consultant. If Consultant believes that any such insurance coverage is insufficient, Consultant shall provide, at its own expense, such additional insurance as Consultant deems adequate.
5.2. Deductible or Self -Insured Retention. If any of such policies provide for a deductible or self-insured retention to provide such coverage, the amount of such deductible or self-insured retention shall be approved in advance by City. No policy of insurance issued as to which the City is an additional insured shall contain a provision which requires that no insured except the named insured can satisfy any such deductible or self-insured retention.
5.3. Certificates of Insurance. Consultant shall provide to City certificates of insurance showing the insurance coverages, as well as providing the City with the required endorsements in a form and content approved by City, prior to performing any services under this Agreement.
The certificates of insurance and endorsements shall be attached hereto as Exhibit "C" and incorporated herein by this reference.
5.4. Non -limiting. Nothing in this Section shall be construed as limiting in any way, the 5 [CSG Consultants]
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7 indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.
6.0. GENERAL PROVISIONS
6.1. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to any matter referenced herein and supersedes any and all other prior writings and oral negotiations. This Agreement may be modified only in writing and signed by the parties in interest at the time of such modification. The terms of this Agreement shall prevail over any inconsistent provision in any other contract document appurtenant hereto, including exhibits to this Agreement.
6.2. Representatives. The City Administrator or his or her designee shall be the representative of City for purposes of this Agreement and may issue all consents, approvals, directives, and agreements on behalf of the City, called for by this Agreement, except as otherwise expressly provided in this Agreement.
Consultant shall designate a representative for purposes of this Agreement who shall be authorized to issue all consents, approvals, directives, and agreements on behalf of Consultant called for by this Agreement, except as otherwise expressly provided in this Agreement.
6.3. Proiect Managers. City shall designate a Project Manager to work directly with Consultant in the performance of this Agreement. It shall be the Consultant's responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Consultant shall refer any decision, which must be made by City, to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager.
Consultant shall designate a Project Manager who shall represent it and be its agent in all consultations with City during the term of this Agreement and who shall not be changed by Consultant without the express written approval by the City. Consultant or its Project Manager shall attend and assist in all coordination meetings called by City.
6.4. Notices. Any notices, documents, correspondence, or other communications concerning this Agreement or the work hereunder may be provided by personal delivery, facsimile or if mailed, shall be addressed as set forth below and placed in a sealed envelope, postage prepaid, and deposited in the United States Postal Service. Such communication shall be deemed served or delivered: a) at the time of delivery if such communication is sent by personal delivery; b) at the time of transmission if such communication is sent by facsimile; and c) 72 hours after deposit in the U.S. Mail as reflected by the official U.S. postmark if such communication is sent through regular United States mail.
IF TO CONSULTANT:
Khoa Duong, PE
Vice President, Building Services
3240 El Camino Real, Suite 190
Irvine, CA 92602
Tel: 714-568-1010
Fax: 714-568-1028
6 IF TO CITY:
City of Placentia
401 E. Chapman Ave.
Placentia, CA 92870
Tel: (714) 993-8124
[email protected]
[CSG Consultants]
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8 Attn: Joseph Lambert
Director of Development
Services
6.5. Attorneys' Fees. In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.
6.6. Governing Law. This Agreement shall be governed by and construed under the laws of the State of California without giving effect to that body of laws pertaining to conflict of laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto agree that the sole and exclusive venue shall be a court of competent jurisdiction located in Orange County, California. Consultant agrees to submit to the personal jurisdiction of such court in the event of such action.
6.7. Assignment. Consultant shall not voluntarily or by operation of law assign, transfer, sublet, or encumber all or any part of Consultant's interest in this Agreement without City's prior written consent. Any attempted assignment, transfer, subletting, or encumbrance shall be void and shall constitute a breach of this Agreement and cause for termination of this Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of Consultant's obligation to perform all other obligations to be performed by Consultant hereunder for the term of this Agreement.
6.8. Indemnification and Hold Harmless. Consultant agrees to protect, defend, indemnify, and hold free and harmless the City, its officers, officials, agents, employees, and volunteers, at Consultant's sole expense, from and against any and all claims, liabilities, demands, actions, expenses, damages, suits or other legal proceedings brought against the City, its officers, officials, agents, employees, and volunteers arising out of or in any way connected with the performance of the Consultant, its employees, and/or authorized subcontractors' work undertaken pursuant to this Agreement including all acts or omissions, willful misconduct or negligent conduct, whether active or passive, on the part of the Consultant, its employees and/or subcontractors. The defense obligation provided for hereunder shall apply whenever any claim, action, complaint or suit asserts liability against the City, its officers, officials, agents, employees, and volunteers based upon the work performed by the Consultant, its employees, and/or authorized subcontractors under this Agreement, whether or not the Consultant, its employees, and/or authorized subcontractors are specifically named or otherwise asserted to be liable, and whether or not there is any evidence of fault or wrongdoing by the Consultant, its employees and/or its subcontractors. Notwithstanding the foregoing, the Consultant shall not be liable for the defense or indemnification of the City for claims, actions, complaints or suits arising out of the sole active negligence or willful misconduct of the City. This provision shall supersede and replace all other indemnity provisions contained either in the City's specifications or Consultant's Proposal, which shall be of no force and effect.
6.9. Independent Contractor. Consultant is and shall be acting at all times as an independent contractor and not as an employee of City. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent.
Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, 7 [CSG Consultants]
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9 or in any manner, represent that it or any of its or employees are in any manner agents or employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with the applicable worker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification arising under this paragraph.
6.10. PERS Eligibility Indemnification. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services 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 payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
Notwithstanding any other agency, State, or Federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.
6.11. Cooperation. In the event any claim or action is brought against City relating to Consultant's performance or services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation which City might require.
6.12. Ownership of Documents. All findings, reports, documents, information, and data including, but not limited to, computer tapes or discs, preliminary notes, working documents, files, and tapes furnished or prepared by Consultant or any of its subcontractors in the course of performance of this Agreement, shall be and remain the sole property of City. Consultant agrees that any such documents or information shall not be made available to any individual or organization without the prior consent of City but shall be made available to the City within ten (10) days of request or within ten (10) days of termination. Any use of such documents for other projects not contemplated by this Agreement, and any use of incomplete documents, shall be at the sole risk of City and without liability or legal exposure to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages, losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such documents for other projects not contemplated by this Agreement or use of incomplete documents furnished by Consultant.
Consultant shall deliver to City any findings, reports, documents, information, data, preliminary notes and working documents, in any form, including but not limited to, computer tapes, discs, files audio tapes, or any other Project related items as requested by City or its authorized 8 [CSG Consultants]
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10 representative, at no additional cost to the City. Consultant or Consultant's agents shall execute such documents as may be necessary from time to time to confirm City's ownership of the copyright in such documents.
6.13. Public Records Act Disclosure. Consultant has been advised and is aware that this Agreement and all reports, documents, information, and data, including, but not limited to, computer tapes, discs, or files furnished or prepared by Consultant, or any of its subcontractors, pursuant to this Agreement and provided to City may be subject to public disclosure as required by the California Public Records Act (California Government Code Section 7920.000 et seq.). Exceptions to public disclosure may be those documents or information that qualify as trade secrets, as that term is defined in the California Government Code Section 7924.510, and of which Consultant informs City of such trade secret. The City will endeavor to maintain as confidential all information obtained by it that is designated as a trade secret. The City shall not, in any way, be liable or responsible for the disclosure of any trade secret including, without limitation, those records so marked if disclosure is deemed to be required by law or by order of the Court.
6.14. Conflict of Interest. Consultant and its officers, employees, associates, and subconsultants, if any, will comply with all conflict of interest statutes of the State of California applicable to Consultant's services under this agreement, including, but not limited to, the Political Reform Act (Government Code Sections 81000, et seq.) and Government Code Section 1090.
During the term of this Agreement, Consultant and its officers, employees, associates, and subconsultants shall not, without the prior written approval of the City Representative, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates, or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute. Consultant's duties and services under this Agreement shall not include preparing or assisting the City with any portion of the City's preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with the City. The City shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project.
Consultant's participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications.
Consultant shall cooperate with the public entity to ensure that all bidders for a subsequent contract on any subsequent phase of this project, if any, have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by Consultant pursuant to this Agreement.
6.15. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City's representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design drawings, estimates, and other Consultant professional services necessary to rectify and correct the matter to the sole satisfaction of City and to participate in any meeting required with regard to the correction.
6.16. Prohibited Employment. Consultant will not employ any regular employee of City while this Agreement is in effect.
6.17. Order of Precedence. In the event of an inconsistency in this Agreement and any 9 [CSG Consultants]
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11 of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent this Agreement incorporates by reference any provision of any document, such provision shall be deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and conditions of this Agreement and those of any such provision or provisions so incorporated by reference, the conflict shall be resolved by giving precedence in the following order, if applicable:
This Agreement, the City's Request for Proposals, the Consultant's Proposal.
6.18. Costs. Each party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.
6.19. No Third Partv Beneficiary Rights. This Agreement is entered into for the sole benefit of City and Consultant and no other parties are intended to be direct or incidental beneficiaries of this Agreement and no third party shall have any right in, under or to this Agreement.
6.20. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.
6.21. Construction. The parties have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.
6.22. Amendments. Only a writing executed by the parties hereto or their respective successors and assigns may amend this Agreement.
6.23. Waiver. The delay or failure of either party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.
6.24. Severabilitv. If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.
6.25. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.
10 [CSG Consultants]
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12 6.26. Corporate Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by doing so the parties hereto are formally bound to the provisions of this Agreement.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their respective authorized officers, as of the date first above written.
CITY OF PLACENTIA,
A municipal corporation
Date:
, City Administrator or Mayor
ATTEST:
City Clerk and ex -officio Clerk
of the City of Placentia
CONSULTANT:
Date:
Signature
Khoa Duong, PE, Vice President, Contract Manager
Social Security or Taxpayer ID Number
APPROVED AS TO FORM:
Christian L. Bettenhausen, City Attorney
APPROVED AS TO INSURANCE:
11 Date:
Date:
[CSG Consultants]
Rev. 01/2024
13 Cyndi Alvarenga, Risk Manager
APPROVED AS TO CONTENT:
Joseph Lambert, Project Manager
DEPARTMENTAL APPROVAL:
Date:
Date:
Joseph Lambert, Director of Development Services
12 [CSG Consultants]
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14 EXHIBIT A
CONSULTANT'S PROPOSAL AND SCOPE OF WORK
13 [CSG Consultants]
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15 EXHIBIT B
INSURANCE REQUIREMENTS
A. Minimum Scope and Limits of Insurance City reserves the right to review any and all of the required insurance policies and/or endorsements, but has no obligation to do so. Failure to demand evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Consultant from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance, including any extension thereof, of this Agreement. Consultant shall obtain, maintain, and keep in full force and effect during the life of this Agreement, including any extension thereof, all of the following minimum scope of insurance coverages:
1. Commercial General Liability Insurance Broad -form commercial general liability, with coverage at least as broad as the most current version of ISO Commercial General Liability coverage form CG 00 01, in a form at least as broad as ISO form CG 00 01 04 13, and shall include insurance for premises and operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury, and personal and advertising injury with a policy limit of not less than Two Million Dollars ($2,000,000.00) per occurrence and Four Million Dollars ($4,000,000.00) general aggregate. The aggregate limit, encompassing the above coverage, shall apply separately to this project/location. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
2. Business Automobile Liability Insurance Business automobile liability for all owned, hired, leased, and non -owned vehicles at least as broad as the most current version of ISO Business Auto Coverage Form CA 00 01, with a policy limit of not less than Two Million Dollars ($2,000,000.00) combined single limit per accident. If Consultant maintains higher limits than the specified minimum limits, City requires and shall be entitled to coverage for the higher limits maintained by the Consultant.
3. Workers' Compensation and Employer's Liability Insurance Workers' compensation insurance as required by the State of California and Employer's Liability Insurance with a minimum limit of One Million Dollars ($1,000,000.00) per accident for any employee or employees of Consultant. Consultant agrees to waive and to obtain endorsements from its workers' compensation insurer waiving subrogation rights under its workers' compensation insurance policy against the City, its officers, officials, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their workers' compensation insurance policies. The Consultant shall also comply with Section 3800 of the Labor Code by securing, paying for, and maintaining in full force and effect for the duration of this Agreement, complete workers' compensation insurance, and shall furnish a certificate of insurance to the Project Manager before execution of this Agreement by the City. The City, its officers, officials, agents, employees, and volunteers shall not be responsible for any claims in law or equity occasioned by failure of the Consultant to comply with this Section.
4. Standards for Insurance Companies All insurance policies shall be issued by an 14 [CSG Consultants]
Rev. 01/2024
16 insurance company currently authorized by the Insurance Commission to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide.
B. Documentation and Other Provisions
1. The commercial general liability insurance policy and business automobile liability policy shall be endorsed to contain the following: The City of Placentia, its officers, officials, agents, employees, and volunteers are additional insureds with respect to:
liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied, or used by the Consultant; and automobiles owned, leased, hired, or borrowed by the Consultant. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance at least as broad as one of the following ISO ongoing operations forms: CG 20 10 or CG 20 26 or CG 20 33 (not allowed from subcontractors), or CG 20 38; and one of the following ISO completed operations forms:
CG 20 37, 2039 (not allowed from subcontractors), or CG 20 40.
2. Said policies shall not terminate, nor shall they be cancelled or coverage reduced, without at least thirty (30) days' written notice to the City. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any cancelled policy or reduction in the required coverage limits, the City may procure such insurance at Consultant's sole cost and expense.
3. The Consultant's insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy.
4. Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers. Defense fees and costs shall not deplete the limits of any insurance provided under this Agreement.
5. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
6. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure the City is an additional insured on insurance required from subcontractors.
7. Consultant agrees to waive, and to obtain endorsements from insurers waiving, subrogation rights against the City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for the City and to require each of its subcontractors, if any, to do likewise under their insurance policies. 15 [CSG Consultants]
Rev. 01/2024
17 8. Coverage shall be on a standard occurrence form. Claims -made forms are not acceptable. Modified, limited, or restricted occurrence forms are not acceptable. 16 [CSG Consultants]
Rev. 01/2024
18 EXHIBIT C
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
17 [CSG Consultants]
Rev. 01/2024
19 CSG
CONSULTANTS
Employee -Owned
20 Table of Contents
SECTION
SECTION
SECTION
SECTION
SECTION
1 2
3 4
5 CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES Transmittal Letter 1
Schedule of Performance 2
Company Information 8
References 29
Project Fee (Separate File) 30
CSG CONSULTANTS
21 Transmittal Letter
CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES
SECTION
1 May 15, 2026
Joseph Lambert
Development Services Director
City of Placentia
401 E Chapman Avenue
Placentia, CA 92870
Subject: RFP for On -Call Building Services (Plan Check and Inspection Services) Dear Mr. Lambert,
CSG Consultants, Inc. (CSG) would like to thank the City of Placentia (City) for the opportunity to submit our proposal for On -Call Building Plan Check and Inspection Services. We understand the City is seeking support for plan check and inspection services—resources that can act as a seamless extension of the City and work in concert with the City's Building Official and staff. CSG offers a deep pool of experienced building personnel the City can utilize to address overflow work during periods of high-volume permit activity. To this work, CSG offers:
I A large and experienced on-call team committed to delivering thorough, accurate, and timely services.
I Technical expertise to move projects forward, coupled with the specialized expertise to thoroughly address the nuances of complex projects.
I Proven electronic plan submission, distribution, and plan review services as well as web -based status reporting.
Providing all vehicles, fuel, maintenance, and other equipment necessary for inspectors to carry out duties, at no additional cost to the City.
Familiarity with the City and a thorough understanding of applicable codes and local ordinances having provided building services to the City since 2020.
CSG's building and safety staff are registered engineers and/or ICC certified, with additional qualifications including CBO and CASp experience and certification. Our plan reviewers, building inspectors, and permit technicians have a wide range of project experience, and many are cross -trained in multiple service levels, providing the City with efficient services and the ability to respond to its fluctuating needs.
For more than 35 years (since 1991), CSG has worked solely for public agencies, providing a wide range of municipal services to over 250 cities, counties, and special service districts across California. We serve as a seamless extension of municipal staff in delivery of our building department administration, plan review, inspection, code enforcement, planning and environmental, public works, and a host of additional services.
Our regional office is in Irvine, and we can be available for meetings at the City's offices when requested. Eric Haghani will serve as the primary contact, and his contact information is as follows:
Eric Haghani, MS, PE, SE, CBO 1 Vice President of Building Services 714.568.1010 phone 1 714.568.1028 fax 1 [email protected] email Please feel free to contact Mr. Haghani with any questions or comments you may have regarding our proposal. As Vice President, I am authorized to negotiate and bind CSG to a contract and affirm our proposal is valid for at least 120 days after the date of submittal. CSG looks forward to the opportunity to provide building services to the City and to continue serving the community of Placentia together.
Sincerely,
Khoa Duong, PE
Vice President, Building Services
Phone: (714) 568-1010
Email: [email protected]
3240 El Camino Real, Suite 190, Irvine, CA 92602
phone 714.568.1010 1 fax 714.568.1028 1 www.csgengr.com CSG
CONSULTANTS
`i
Employee -Owned
22 Schedule of Performance
CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES
SECTION
2 SCOPE OF WORK
Based on the scope of work, CSG understands the City is seeking to utilize consultants for building plan review and inspection services to keep pace with the increase in
development activity in the City. With the recent approval of several large projects, additional resources will help the City maintain expected turnaround times, conduct
inspections in a timely manner, and uphold the City's
customer service standards. CSG can readily provide a deep pool of building resources, including plan reviewers,
building inspectors, and permit technicians at the front counter.
CSG's proposed team has been selected to best support the specific needs of the City and will deliver exceptional service through its application of technical expertise, knowledge of municipal processes and procedures, efficient and effective customer care, and application of code compliance combined with innovative and helpful alternatives. Working under the direction of the City's Building Official, plan review staff coordinate activities with permit technicians and inspectors in the field to assure code compliance and to communicate pertinent information to all parties involved. From providing leading- edge digital plan review and online plan check status reporting to delivering faster -than -scheduled turnaround times and code interpretations, CSG will deliver the highest quality services to the City.
CSG's approach to work includes the following methodologies and key benefits:
P A wealth of fully committed and qualified personnel. We maintain staff that are fully licensed and certified at the highest level of industry standards. To keep our personnel on the industry's leading edge, many serve as instructors and lecturers and sit on boards and committees for organizations developing and implementing important code regulations. We also keep current with the latest in procedures and use of products by attending regional, state and national training opportunities and industry provided product/materials training.
P Customized, responsive services. We are skilled at assessing time commitments, developing accurate work plans and applying dedicated, professional personnel with the skills and experience best -suited for the project. We can quickly fine-tune staffing levels to match or adjust to changes in plan review, inspection, and front counter activity and ensure responsiveness to customers. With our digital plan review capabilities, we are able to utilize plan review resources from any of our regional offices. In addition, we excel at coordinating with all agency departments as well as outside agencies. • Rapid turnarounds and expedited services. With extensive experience in both code application and the digital plan review process, our staff excels at performing expeditious turnarounds while delivering thorough and accurate reviews. We easily match and more often beat any required review turnaround deadlines.
• Leading-edge, cost-saving technology and methods. CSG delivers a suite of digital options—speedy digital plan reviews and electronic versions of plan comments; an easy-to-use online application for plan submittal, tracking, and approval of digital plans; and available full scanning and archiving services. In addition, through knowledge gained from service to over 250 public agencies, we are constantly improving and adapting to provide our clients with the most cost-effective services. 2 CSG CONSULTANTS
23 CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES
BUILDING PLAN REVIEW SERVICES
Our team of professionals is ready to assist in all aspects of plan review and to focus on the special needs and requirements of each of our clients. We pledge thorough and accurate reviews and prompt turnaround times and offer proven digital plan review services and comprehensive online status reports.
CSG serves as an active partner, working as a seamless extension of our public agency clients in performing the requested services and working closely with the development community and public as directed.
Compliance Standards
Our engineers and plan reviewers carefully review all plans and documents for compliance with building codes, fire codes, energy conservation standards, and accessibility regulations adopted by the State of California, and all local policies and ordinances including but not limited to:
• California Building Code, Volumes 1 and 2
• California Residential Code
• California Electrical Code
• California Plumbing Code
• California Mechanical Code
• California Fire Code
• California Energy Code
• California Green Building Standards Code (CALGreen)
• California Existing Building Code
• California Health and Safety Code
• National Fire Protection Association (NFPA) Standards as adopted and referenced by the State of California (California Code of Regulations, Title -19)
• State Historical Building Code
I NPDES/WQMP/SWPPP Compliance
• Local adopted ordinances and amendments relative to building, fire and municipal codes, including project Conditions of Approval from other agency departments, divisions, and regulating agencies On -Site Plan Review Services
Drawing from a large team of experienced plan reviewers, CSG has the ability to provide the City with temporary, as -needed, on-site plan review staffing during periods in which City staff is on vacation, ill, or otherwise not able to perform services.
Digital Plan Review
CSG has been providing digital plan
review services for over 20 years, leading
the consultant field with this ground-
breaking service. All paper plans
submitted to CSG for building and fire
plan review are immediately scanned
into digital files and stored on CSG's servers for quick and easy access by both our clients and our plan reviewers.
Our plan reviewers furnish electronic versions of their plan comments conforming to each client's established correction list Leading the field in
digital plan review
services for more
than 20 years.
3 CSG CONSULTANTS
24 CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES templates. Any additional forms utilized by the agency will be incorporated into the correction comments and returned with the appropriate recommendations.
Plan check comments can be delivered electronically by email or other agency -approved means, enabling staff to immediately modify CSG's checklist for incorporation with other department comments. We provide convenient, environmentally friendly digital storage of all construction -related documents, and on request, can provide clients with a set of digitally scanned plans at no additional cost.
In addition, for jurisdictions requesting a pure digital plan review workflow, we can enable an applicant to submit digital files—with no size limitations—directly to CSG via our web -based application. Our application includes an online portal for the applicant/jurisdiction to retrieve comments and marked -up digital plans including redlines. Importantly, this service tracks the status of all submittals and re -submittals until the plans have been approved.
Key features of our digital plan review service include:
Efficient. Plans are pushed to plan review staff the same day they are received.
I User-friendly. CSG developed its own online portal specifically to manage the electronic file submittal process. Through use of this interface, the applicant is no longer faced with size restrictions on email attachments or required to learn complex file transfer settings.
I Proven. We have provided a digital plan review option to our clients for over 20 years.
Non -Proprietary. CSG's electronic review process is 100% PDF -based with no additional software required to view redlines.
Online Plan Check Status
1 csq
CSG offers a convenient service allowing clients to check plan review status and comments online. By accessing our secure Plan Check Status website, agency staff as well as authorized applicants can view their project documents and plans and communicate with the specific plan checker via e-mail. Staff and authorized applicants can download comments upon completion of the plan check.
Plans Pickup and Delivery
CSG will coordinate pickup and delivery of plans and other materials from/to the agency via CSG personnel or an approved alternative service.
Green Building and LEED Accreditation
Our Building Division team is experienced in plan review and inspection for compliance with CALGreen and local green building ordinances and includes LEED Accredited Professionals. In addition, CSG Consultants has the qualifications necessary to assist with both the development of policy and the implementation of green and sustainable building practices. CSG's Sustainability Programs division can assist, for example, with construction and demolition debris recycling programs and public outreach to the building industry.
CASp Review Services
We understand California Building Departments are required to have CASp certified staff in place and available for technical questions and interpretations. Our CASp certified team members are knowledgeable of state and federal accessibility laws and regulations and possess the expertise necessary to promote access to facilities for people with disabilities. In accordance with current regulations, CSG can provide CASp certified professionals to review plans for accessibility and to facilitate compliance with regulations when requested.
4 CSG CONSULTANTS
25 CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES
BUILDING PLAN CHECK TURNAROUND TIMES I
mi I
CSG strives to provide the highest quality and most timely service in the industry. We take pride in maintaining the requested review times for all our clients—even delivering faster than our own deadlines. Our goal is to approve code -complying projects and to move work quickly and successfully through jurisdictional processes. CSG will ensure that all building and safety duties and follow-up actions will be performed in a timely and responsive manner.
The following are CSG's proposed plan check turnaround times:
TYPE OF REVIEW
INITIAL REVIEW RE -CHECK
(BUSINESS DAYS)2 (BUSINESS DAYS)2
Residential New Construction
Residential Additions
Small Residential Remodels
Commercial New Construction & Large/Complex Projects'
Commercial Additions
Small Commercial Remodels/Tenant Improvements
Residential Solar
Commercial Solar
Expedited'
10 10
10 15
10 10
7 10
5-10
5 5
5 10
5 5
5 5
5 'Turnaround time may vary with the complexity and magnitude of the project. If a review is anticipated to take longer than the maximum turnaround time, CSG will notify the City's representative and negotiate additional time required to ensure an appropriate level of review.
2 The number of working days associated with the plan check turnaround time is based on time of project submittal. The first working day will be the day the project is received by CSG if submitted by 12:00 PM (Noon). For a project that is received by CSG after 12:00 PM, the first working day will be the next business day.
Note: Turnaround times for housing projects subject to State streamlining will comply with State law. This includes, but is not limited to, ADU's, SB 9 units, SB 35, by -right and ministerial housing projects.
Expedited Plan Check Services
At the City's request, we can perform plan check services on an accelerated schedule based on the fees indicated in our fee schedule.
Office Hours and Meeting Availability
CSG plan checkers are available for inquiries anytime during normal business hours via phone or email, Monday through Friday. Our plan checkers can typically respond to the City for all questions or requests generated during any plan review on the same day, but no later than the following day a request is received. To assist the City, we can also meet in-person with City staff and project stakeholders or can utilize video conferencing with all parties involved.
Pre -Design Consultation
Additionally, we recognize the value of pre -design consultation with prospective applicants for large/complex projects and are available to provide this service at no additional cost. Our designated Project Manager and/or technical staff will be available in-person or virtually for consultation and meetings with a reasonable lead time.
5 CSG CONSULTANTS
26 CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES
BUILDING INSPECTION SERVICES
1 CSG provides fully integrated, multi -
disciplined building inspection services
for residential, commercial, and
industrial projects. Our inspection
personnel have an outstanding mixture
of technical expertise and experience
in all construction types. We provide
experienced ICC certified inspectors
who work with a team approach to
ensure compliance with applicable
codes and requirements and provide
solutions to mitigate potential risks
and safety hazards. Using well -honed customer service
communication skills our inspectors excel at educating
stakeholders to keep projects moving forward. Our inspectors also utilize current technologies and equipment to view plans and documents, research related code requirements, document field conditions and progress, and share that information with stakeholders while in the field. Key services include but are not limited to the following:
Providing inspection services to ensure project compliance with State adopted codes and local amendments including building, electrical, mechanical and plumbing codes Offering code interpretation and education
I Seamlessly integrating into client organizations and consistently enforcing policies and procedures
Addressing and resolving inquiries
Maintaining records and files
I Providing all vehicles, fuel, maintenance and other equipment necessary for inspectors to carry out duties, at no additional cost to the City.
CSG provides all
vehicles, fuel,
maintenance, and
other equipment
necessary for
inspectors to carry
out duties, with no
additional charges.
and
Inspection Availability
CSG inspectors can be ready to provide services upon request to CSG's designated project manager. We are flexible and can alter our hours to meet the City's needs. Evening and weekend inspections for special construction needs can be accommodated with sufficient notice. CSG staff can typically respond to the City for all questions or requests generated during field inspections on the same day, but no later than the following day a request is received.
6 CSG CONSULTANTS
27 CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES
PERMIT TECHNICIAN SERVICES
CSG has highly qualified staff available to provide Permit Technician services. These frontline, first -response services are vital to the success of the entire building and safety permit process as they often set the tone for the applicant whether a homeowner, contractor, or design professional. CSG handpicks exceptionally qualified personnel who can function as seamless extensions of the agency's team, understand the importance of exemplary customer service, have knowledge of the inner workings of building departments and thorough familiarity with the building application and permit process.
CSG's permit processing staff are trained in customer service and helping to facilitate and expedite the permit process. Our staff members can perform quick assessments of each
customer's needs and ensure that they are served
appropriately.
They are familiar with State Contractors License Law and ensure that permits are issued to properly licensed
contractors. CSG's permit technicians are also familiar with multiple permit software systems and will quickly gain proficiency with the software that has been customized for the City.
Our staff is knowledgeable and experienced with permit processing functions including:
I Providing the public with appropriate forms and handouts Processing permit applications and issuing permits using the City's software I Accepting plans, documents, structural calculations and energy reports for permit processing
I Routing plans to building and other departments and agencies I Performing document control, ensuring permit file integrity, and maintaining status of plans and documents during the permit process
I Preparing plan check letters to be sent to applicants I Assisting the public with completing applications and other required forms I Preparing documents and reports; providing permit record materials requested from the public; researching and compiling documents for compliance with Public Records Act (PRA) requests
7 CSG CONSULTANTS
28 Company Information
CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES
SECTION
3 FIRM OVERVIEW - CSG CONSULTANTS
CSG Consultants, Inc. (CSG) is an employee -owned California company with its local office located in Irvine with headquarters in Foster City, CA. Additional support is available from our regional offices in Sacramento, Pleasanton, San Jose, Newman, and Paso Robles. Founded in 1991, CSG performs work solely for public agencies, which eliminates the potential for conflicts of interest between developers and agencies. This allows us to focus exclusively on the needs of our municipal clients.
CSG is built on integrity, consistency, and accountability. To guarantee these core values are at the heart of every aspect of the work, all services are performed exclusively by CSG employees. All team members representing CSG are direct employees, receiving benefits and statutory protections, fully aligned with our values, trained to our standards, and committed to delivering quality without compromise. CSG does not utilize independent contractors (also known as 1099 workers).
PRIMARY CONTACT:
LOCAL OFFICE:
HEADQUARTERS:
REGIONAL OFFICES:
YEARS IN BUSINESS:
OWNERSHIP:
EMPLOYEES:
TYPE OF BUSINESS:
Eric Haghani, MS, PE, SE, CBO 1 Vice President of Building Services (714) 568-1010 office • (714) 568-1028 fax • [email protected] 3240 El Camino Real, Suite 190, Irvine, CA 92602
(714) 568-1010 office • (714) 568-1028 fax
www.csgengr.com • csgstaff(a?cseener.com
550 Pilgrim Drive, Foster City, CA 94404
(650) 522-2500 phone • (650) 522-2599 fax
2150 River Plaza Drive, Suite 255, Sacramento, CA 95833 3875 Hopyard Road, Suite 141, Pleasanton, CA 94588
3150 Almaden Expressway, Suite 255, San Jose, CA 95118
930 Fresno Street, Newman, CA 95360
806 9th Street, Ste 2A, Paso Robles, CA 93446
35 Years • Founded in 1991
Employee -Owned
350+
California S Corporation • Incorporated June 15, 2000 • Federal ID: 91-2053749 The CSG Consultants Team Works for You
Planning Professionals Code Enforcement Officers
Environmental Planners
Building Plan Reviewers & Inspectors
Fire Plan Reviewers & Inspectors
CSG
CONSULTANTS
Structural Engineers
Civil Engineers
Construction Managers & Inspectors
Information Technology Professionals
CASp Professionals
Fire Protection Engineers Sustainability Professionals
8 CSG CONSULTANTS
29 CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES
BUILDING & SAFETY PROJECT EXPERIENCE AND REFERENCES
The following is a small sampling of projects for which members of CSG's proposed team members have provided building plan review and/or inspection services for.
PLAN REVIEW & INSPECTION SERVICES 1 CITY OF PLACENTIA, CA Building Plan Review & Inspection
CSG has provided building plan review and inspection services for various residential, commercial, and industrial projects throughout the City of Placentia. A sampling of projects CSG has provided these services for in the community include:
Numerous residential additions, remodels, and conversions Solar reviews for residential and commercial roof mounted PV systems Dutch Bros Coffee: New 1,025 sq. ft. coffee stand with drive thru window and walk-up service.
Mexico Supermarket: Tenant improvement that included a remodeling 4,173 sq. ft. existing market that included new installation of wood stud framing, an office, coffee station, and new walk-in cooler.
THE HUB 1 CITY OF FULLERTON, CA
Building Plan Review
CSG is providing building plan review for "The Hub," a 420 -unit, mixed-use development that replaces an existing commercial center in Fullerton, CA. The new development will feature retail, housing, residential amenities, and a garage. The multifamily component consists of studio to 4 -bedroom units and townhomes, while the amenities include a pool, roof deck, fitness area and balconies. The project will have five levels of Type III -A construction above Type I -A podium.
HILTON WATERFRONT BEACH RESORT EXPANSION 1 CITY OF HUNTINGTON BEACH, CA Building Plan Review & Inspection
CSG's staff provided Building Plan Review and Inspection services for the expansion of the Hilton Waterfront Beach Resort. The expansion included a nine -story tower providing a total of 156 new guestrooms with appurtenant facilities. It also includes approximately 13,700 sq. ft. of meeting space, full-service business center, casual dining restaurant, combined grocery/gift store, secondary retail/recreational services store, children's club providing supervised play, health spa, and a fitness facility.
PACIFIC CITY 1 CITY OF HUNTINGTON BEACH, CA
Building Plan Review & Inspection
CSG performed building plan review and inspection for the Pacific City development in Huntington Beach. Pacific City rests on a 31 -acre piece of land fronting Pacific Coast Highway across from the Huntington Beach Pier. The project includes: Pastia, a luxury oceanfront hotel & spa; The Residences at Pacific City, a 516 "beach -luxe" apartment home complex; a 191,000 sq. ft. area with outdoor shopping, a fitness/spa facility, and restaurants; and an underground parking structure for visitors, and above -ground parking structure for the residents. The plan check and inspection process involved numerous permits, including new construction, tenant improvements, and others. 9 CSG CONSULTANTS
30 CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES HOLLYWOOD PARK CASINO AND PARKING STRUCTURE 1 CITY OF INGLEWOOD, CA Building Plan Review
CSG provided complete plan review for the new Hollywood Park Casino and associated parking structure. The plan review included: all interior walls and finishes, floor finishes, millworks and ceiling components; all MEP equipment; interior and exterior site lighting fixtures; under -slab and in - slab utilities, and slab on grade at food service areas, and telecommunication system. The casino component of the Hollywood Park redevelopment project consists of a new casino building and dedicated parking structure on a 10.6 -acre parcel. The casino building includes an enclosed 110,000 sq. ft. single story tilt -up concrete structure approximately thirty-seven feet tall. The grand entry is a 33 -foot -tall curtain wall fronted by a 10,000 sq. ft. porte-cochere. Several partially enclosed exterior verandas are also incorporated into the design. The adjacent parking structure provides approximately 1,430 parking spaces in four levels in addition to the approximately two hundred spaces of new surface parking. The project also included deferred submittals for the fire sprinkler system, fire alarm system, exterior monument signage, seismic MEP supports, low voltage and surveillance systems, stair, exterior curtain wall system, fences over 6'-0", exterior verandas, MEP components bracing, and interior architectural components bracing.
NEW SINGLE FAMILY RESIDENCE 1 CITY OF LAGUNA BEACH, CA
Building & Fire Plan Review
CSG provided building and fire plan review for a new 3 -story, 7,535 sq. ft. single family residence in Laguna Beach, CA. The 5 -bedroom, 5 -bathroom house features a 2 -car garage, kitchen, dining room, great room, theatre, laundry room, gym, steam/sauna room, game room, bar, and a 3 -story deck.
BOLSA ROW 1 CITY OF WESTMINSTER, CA
Building Plan Review
CSG performed building plan check services for the Bolsa Row project which includes the following:
• Apartment Building & Parking Structure. New 5 -level, 200 -unit apartment building with retail/restaurant spaces on 15t level. 2 internal courtyards with swimming pools and clubhouses. A 7-1/2 level concrete parking structure wraps around part of the building with direct access on each level.
Banquet Building. New 3 -level, mixed-use building including restaurants, shops, banquet rooms, kitchen, support areas, a rooftop lounge with bar and kitchen areas, and a bridge connecting to the hotel.
Hotel. New 148 guestroom, 5 -level hotel building with retail/shop, lobby/restaurant, and back -of - house. Basement level includes additional back -of -house with laundry service. 2"d level has event lawn with pool, hospitality suites, and a bridge connection to the Banquet Building.
VARIOUS PLAN REVIEW 1 CITY OF BEVERLY HILLS, CA
Building Plan Review & Inspection
CSG performed building plan review and inspection services for City of Beverly Hills projects including:
• Residential Plan Review for two-story single-family residence with attached porte cochere • Plan Review for various tenant improvements
• Plan Review for a new three-story commercial building with automatic parking system BOLSA ROW 1 CITY OF WESTMINSTER, CA
Building Plan Review
CSG performed building plan check services for the Bolsa Row project which includes the following:
• Apartment Building & Parking Structure. New 5 -level, 200 -unit apartment building with retail/restaurant spaces on 1st level. 2 internal courtyards with swimming pools and clubhouses. A 7-1/2 level concrete parking structure wraps around part of the building with direct access on each level. 10 CSG CONSULTANTS
31 CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES Banquet Building. New 3 -level, mixed-use building including restaurants, shops, banquet rooms, kitchen, support areas, a rooftop lounge with bar and kitchen areas, and a bridge connecting to the hotel.
Hotel. New 148 guestroom, 5 -level hotel building with retail/shop, lobby/restaurant, and back -of - house. Basement level includes additional back -of -house with laundry service. 2nd level has event lawn with pool, hospitality suites, and a bridge connection to the Banquet Building.
AVION BUSINESS PARK 1 CITY OF BURBANK, CA
Structural Plan Review
CSG performed structural review for the Avion project in the City of Burbank. The project is a business park on approximately 60 acres of vacant land adjacent to the Burbank Bob Hope Airport consisting of the following components:
Six, two-story buildings for industrial/warehouse uses totaling 1,014,887 sq. ft.; Nine, two-story buildings for creative office uses totaling 142,250 sq. ft.; Two, one-story buildings for retail/restaurant uses totaling approximately 15,154 sq. ft.; I One hotel with 166 rooms.
CITY OF RIALTO PUBLIC WORKS BUILDING REMODEL 1 CITY OF RIALTO, CA Building Plan Review
CSG provided building plan review for the City of Rialto's Public Works building remodel, an 8,694 sq. ft. renovation of the existing structure. Remodel improvements included new interior non-bearing metal stud partitions, ceilings, electrical receptables, lighting, roof work, HVAC replacements, plumbing, and replacing doors, hardware and casework. Exterior upgrades included an accessible path of travel from public right of way, accessible parking and EV stations.
CITY HALL 1 CITY OF SAN JUAN CAPISTRANO, CA
Building Plan Review
CSG provided architectural plan review for the new San Juan Capistrano City Hall project. A new 2- story,16,000 sq. ft. City Hall replaced the existing structure that had been a temporary building for decades. It will also include an adjacent affordable housing complex with 50 units. Demolition of the former facility was completed in 2024 and the new City Hall opened in 2025 to the public. 11 CSG CONSULTANTS
32 CSG PROPOSAL TO THE CITY OF LA HABRA
FOR ON-CALL PLAN CHECK & BUILDING INSPECTION SERVICES
ORGANIZATIONAL CHART & RESUMES
CSG proposes the following staff and organizational structure for requested services for this contract.
Eric Haghani will serve as the point of contact for the City. All proposed staff are assigned to our local office in Irvine, CA. Work will be performed in our Irvine office. No subconsultants will be used on this contract, solely CSG staff. Resumes have been provided on the following pages for proposed personnel.
PLACENTIA
Rich Heritage, Bright Future
s -----'1------
Khoa Duong, PE
Vice President, Contract Manager
Eric Haghani, MS, PE, SE, CB
Vice President, Building Service
BUILDING PLAN REVIEW
JuanCarlos Jimenez
Associate Plan Check Engineer 11
Wonde Amanuel
Associate Plan Check Engineer
Matthew Corrigan, PE
Associate Plan Check Engineer
Chi Tran, MS, PE, SE, CBO, CASp
Principal Structural Engineer
Khanh Nguyen, MS, PE, CBO
Principal Plan Check Engineer
Fred Marzara, MS, PE, CBO
Principal Plan Check Engineer
Ali Davani, MS
Associate Plan Check Engineer
Gerald Quast
Principal Plans Examiner
Mike Teemant, MCP, CBO
Principal Plans Examiner
Frank Biangone
Principal Plans Examiner
Mark Sallee
Principal Plans Examiner
BUILDING INSPECTION
Mark Carnahan, CBO
Building Inspection Supervisor
Russell Goldman
Senior Building Inspector
Matthew Santillan
Building Inspector
PERMIT TECHNICIAN
Laura Seieroe
Permit Technician
12 CSG CONSULTANTS
33 Khoa Duong PE
LICENSES & CERTIFICATIONS
Professional Engineer,
State of California
1 43901
Professional Engineer,
State of Nevada
1 013620
Certified Plans Examiner
1 ICC 0840436-B3
Professional Engineer,
State of Washington
1 27237
EDUCATION
Bachelor of Science, Civil Engineering
California Polytechnic State University
1 Pomona, CA
Vice President, Building Services/Contract Manager
CSG
CONSULTANTS
Employee -Owned
Mr. Duong serves as CSG's Building Services Manager in Southern California and performs the key role of plan review quality control. With more than 36 years of experience in building plan review, including onsite plan check engineer services, Mr. Duong ensures that CSG's clients receive the highest quality plan review services. Prior to joining CSG, Mr. Duong worked in both the public and private sectors.
Mr. Duong's expertise includes review of complex commercial, industrial and residential structures for compliance with applicable building codes and ordinances, engineering standards and specifications, supplemental energy requirements, and ADA regulations.
RELEVANT EXPERIENCE
Building Services Manager and Plan Check Engineer 1 Multiple CSG Client Agencies Mr. Duong manages CSG's Southern California plan review team and provides on and off-site Plan Review Engineer services for numerous jurisdictions throughout California. Mr. Duong performed structural plan check and non-structural MEP, energy, as well as ADA reviews for commercial, industrial, and residential structures.
Supervising Plan Review Engineer 1 Willdan
Mr. Duong was responsible for the day-to-day operations of the plan review section in the San Bernardino office and served as plan review engineer for numerous cities and counties throughout California and Nevada.
Vice President in charge of Plan Review 1 Berryman & Henigar Mr. Duong managed the plan review team for over 10 years.
NOTABLE PROJECT EXPERIENCE
Plan Review Engineer 1 City of San Diego, CA
Pacific City 1 City of Huntington Beach, CA
Inglewood Market Gateway 1 City of Inglewood, CA
Bolsa Row 1 City of Westminster, CA
Sofi Stadium & Performance Venue 1 City of Inglewood, CA Town & Country Manor 1 City of Santa Ana, CA
Ganahl Lumber 1 City of San Juan Capistrano, CA
Hollywood Park Casino & Parking Structure 1 City of Inglewood, CA Waterfront Hilton Hotel — Expansion 1 City of Huntington Beach, CA Pastia Hotel & Spa 1 City of Huntington Beach, CA
Jackson Rancheria Casino 1 The Jackson Rancheria Band of Miwuk Indians, CA 13 34
Eric Haghani MS, PE, SE, CBO
LICENSES & CERTIFICATIONS
Professional Structural Engineering
1 S4079
Professional Civil Engineering
1 C42200
Certified Building Official
Certified Plans Examiner
1 ICC 253530
EDUCATION
Master of Engineering, Civil Engineering
California State Polytechnic University
1 Pomona, CA
Bachelor of Science, Civil Engineering
California State Polytechnic University
1 Pomona, CA
PROFESSIONAL AFFILIATIONS
Structural Engineer Association of
Southern California (SEAOSC)
International Code Council (ICC)
AWARDS 1 HONORS
Mayor's Award for obtaining $3,000,000
FEMA Grant for Huntington Beach City
Hall's Seismic Retrofit
1 City of Huntington Beach, CA
Mayor's Employee of the Month Award
1 City of Dana Point
Vice President, Building Services
Building Official / Principal Structural Engineer
CSG
CONSULTANTS
Employee -Owned
Mr. Haghani provides plan review, structural plan review and Building Official services on behalf of CSG. He is a highly skilled professional who has a proven ability to work effectively with others under a broad range of conditions and varying environments. His significant experience, sound educational background and positive personal qualities provide excellent qualifications as a Building Official. Mr.
Haghani's skills include being quality -conscious and dedicated to producing quality results; excellent communication, interpersonal & problem -solving skills; and customer service.
RELEVANT EXPERIENCE
Building Division Manager 1 City of Huntington Beach, CA Mr. Haghani's duties included: Overseeing the operations, services, and activities of the Building Division within the Community Development Department and serving as the City's Building Official; developing and implementing division goals and objectives, administering the division budget, monitoring expenditures, and directing the plan review of complex buildings and structures to determine compliance with pertinent codes, requirements, and standards.
Building Official & Senior Structural Engineer 1 City of Dana Point, CA Mr. Haghani's duties included: Overall management of the Building Division as the Building Official and the Sr. Structural Engineer; handling architectural and structural plan evaluation; monitoring inspection and permit staffs; assigning and scheduling workflow/projects; and mentoring, training, supervising, and evaluating staff members.
Plan Check Engineer 1 City of Huntington Beach, CA
Mr. Haghani's duties included: Providing comprehensive technical review of plans, specifications and calculations for life -safety, structural integrity, disabled access, and applicable code compliance; and supervising Permit and Plan Check Services Division of the Building and Safety Department in the absence of the Division Head and Manager.
Plan Check Engineer 1 City of Santa Monica, CA
Mr. Haghani's reviewed complex architectural and structural drawings, structural calculations, and engineering reports for compliance with construction codes, local ordinances, and state laws.
Structural Project Engineer 1 Various Private Companies Mr. Haghani executed daily operations of various commercial & residential projects, including hiring, supervision, and mentoring of junior staff engineers.
NOTABLE PROJECT EXPERIENCE
Super Bowl LVI Temporary Event 1 City of Inglewood, CA
16 -Story Mixed-use Apartment Building 1 City of Santa Ana, CA 10 -Story Hotel 1 City of Santa Ana, CA
204 -Units Apartment Building 1 City of Rialto, CA
6 -Story 376,200 SF Mixed-use Apartment Building 1 City of Fullerton, CA New City Hall 1 City of San Juan Capistrano, CA
50 -Affordable Units 1 City of San Juan Capistrano, CA
14 35
JuanCarlos Jimenez
LICENSES & CERTIFICATIONS
Engineer -in -Training (EIT)
Residential Plans Examiner
Building Plans Examiner
Residential Building Inspector
Residential Plumbing Inspector
Residential Mechanical Inspector
Residential Electrical Inspector
Residential Combination Inspector
ICC 10533959
EDUCATION
Bachelor of Science, Civil Engineering
California State University, Long Beach
ACCOMPLISHMENTS
Senior Design Captain
Multi -use 2 -Story Building
ASCE Design Lead—
Timber-Strong Design Team
TAU Beta Pi Engineering Honors Society
Associate Plan Check Engineer II
CSG
CONSULTANTS
Employee -Owned
Mr. Jimenez serves CSG and its public agency clients as an Associate Plan Check Engineer.
RELEVANT EXPERIENCE
Associate Plan Check Engineer II 1 CSG Consultants, Orange, CA Mr. Jimenez performs residential plan check reviews for CSG client agencies. His work includes review of drawings, calculations, soils reports and other documents for conformance with the requirements of the California Building Codes and Reference Standards. He also uses his engineering training to assess designs with respect to life - safety and other aspects of the code. In addition to his remote plan review work, Mr.
Jimenez, has provided staff augmentation to agencies in need of onsite support. He excels at interfacing and communicating effectively with both agency staff and external customers with varying levels of technical expertise.
Plan Review Engineer 1 True North Compliance Services, Long Beach, CA Mr. Jimenez conducted comprehensive reviews of more than 175 construction plans to ensure compliance with minimum safety standards, municipal codes, and applicable building codes. He evaluated the structural integrity and life -safety features of proposed buildings, identifying and addressing potential issues. He was responsible for the technical review of all construction documents related to residential and multi -family construction.
In addition, Mr. Jimenez, also served as a Plan Check Engineer for the City of Malibu providing over -the counter services and in-house plan checks.
Project Manager 1 Keen Building Contractors LLC, Long Beach, CA Mr. Jimenez supervised and coordinated the work of construction teams including all subcontractors and laborers to ensure that all tasks were performed to specification and achieved code compliance, resulting in more than ten successfully completed construction projects. His responsibilities included developing project plans, timelines, and schedules to ensure that projects were completed on time. Prior to his role as Project Manager, Mr. Jimenez served as general tradesman, diagnosing and resolving issues related to framing, grading, and electrical systems with other tradespeople to ensure projects were completed on time and within budget. He used AutoCAD and Revit to draw new or remodel residential blueprints for 19 customers and their agency submittals.
Entry Level Structural Engineer 1 TY Engineering and Design, Manhattan Beach, CA Mr. Jimenez designed structural engineering drawings and performed structural engineering calculations for new construction and renovations. He prepared engineering plans, details and structural engineering packages to pass city inspection and meet current building standards and codes.
15 36
Chi Tran PE, SE, CBO, CASA
LICENSES & CERTIFICATIONS
Structural Engineer
State of CA 1 2728
Civil Engineer
State of CA 1 33643
Civil Engineer
State of NV 1 22985
Certified Building Official
Certified Building Plans Examiner
11061872
Certified Access Specialist
EDUCATION
Master of Science, Civil Engineering
1 California Polytechnic University
Bachelor of Science, Civil Engineering
1 California Polytechnic University
Masters in business administration
1 California Polytechnic University
PROFESSIONAL AFFILIATIONS
California Building Officials Association
(CALBO)
International Code Council
Building Official / Principal Structural Engineer
CSG
CONSULTANTS
Employee -Owned
Mr. Tran provides professional structural engineering and Building Official services for CSG Consultants and its clients. He brings over 30 years of experience in the building industry, in-depth knowledge of both the California and International Building Code, and experience in all forms of structural construction, including steel, concrete, masonry, timber, and light -gauge steel materials.
Mr. Tran has worked for the County of Orange in various capacities including plan check supervisor, project engineer and Building Official. Through his experience in these roles, Mr. Tran developed a thorough working knowledge of the functions of the Building Department. Mr. Tran's expertise includes review of complex commercial, industrial and residential structures for compliance with applicable building codes and ordinances, engineering standards and specifications, supplemental energy requirements, and ADA regulations.
RELEVANT EXPERIENCE
Plan Check Manager 1 City of Anaheim, CA
Mr. Tran's responsibilities included: assigning plans to plan check engineers and follow-up to meet turnaround time; working with permit applicants, architects/engineers and plan check engineers to resolve code compliance issues; reviewing alternatives and making recommendations for approval on code modification requests; and providing inspectors, permit applicants, architects/engineers information on code requirements.
Senior Plan Check Engineer 1 City of Yorba Linda, CA
As a senior plan check engineer for the City, Mr. Tran reviewed building plans for code compliance, reviewed alternatives and made recommendations for approval on code modification requests, and provided inspectors, permit applicants, architects/engineers information on code requirements.
Building Official 1 City of Fullerton, CA
As a building official, Mr. Tran provided the following services: Working with permit applicants, architects/engineers and plan check engineers to resolve code compliance issues; issuing code interpretations/policies and approving code modifications; and performing site visits with building inspection staff to make final determination on construction problems for code compliance.
Building Official 1 City of Dana Point, CA
As a building official, Mr. Tran provided the following services: Working with permit applicants, architects/engineers and plan check engineers to resolve code compliance issues; issuing code interpretations/policies and approving code modifications; and performing site visits with building inspection staff to make final determination on construction problems for code compliance.
County Building Official, Plan Check Engineer & Project Engineer 1 County of Orange, CA Mr. Tran worked as a County employee with increasing responsibilities and promotions for over 33 years. He was the County Building Official during his last 10 years.
NOTABLE PROJECT EXPERIENCE
Sofi Stadium & Performance Venue 1 City of Inglewood, CA Hollywood Park Casino & Parking Structure 1 City of Inglewood, CA Self -Storage Facility 1 City of Inglewood, CA
Ritz Carlton Resort and Hotel 1 City of Laguna Niguel, CA Pelican Hill Resort and Hotel 1 City of Newport Beach, CA 7 -Story Coldwell Bank Office Building 1 City of Lake Forest, CA John Wayne Airport Terminal Building and Parking Structures 1 City of Santa Ana, CA 7 -Story Orange County Juvenile Court Building 1 City of Orange, CA Theo Lacy Jail and Juvenile Hall 1 City of Orange, CA
16 37
K h a n h Nguyen PE, MS, CBO
LICENSES & CERTIFICATIONS
Professional Civil Engineer,
State of California
C51737
Certified Building Official
Certified Building Plans Examiner
ICC 879847
EDUCATION
Master of Science, Structural Engineering
California State University
of Los Angeles
Los Angeles, CA
Bachelor of Science,
Civil Engineering
San Diego State University
San Diego, CA
PROFESSIONAL AFFILIATIONS
Code Adoption Committee
Chairperson (2022 & 2019) Orange
Empire Chapter of ICC
Code Development Committee
Chairperson (2021 & 2020) Orange
Empire Chapter of ICC
Code Adoption Committee (2016,
2013, 2010, 2007, 2004) Orange
Empire Chapter of ICC
Chapter President (2006) Orange
Empire Chapter of ICC
Honorary Lifetime Member of the
Orange Empire Chapter of ICC 1
Inducted in 2016
2009 Environmental Hero Award
(Southern California) Southern
California Edison
2008 Code Official of the Year Award
(National), 1st from California 1 ICC
2007 Building Department of the Year
Award (State) California Building
Officials Association
Building Official
CSG
CONSULTANTS
Employee -Owned
Mr. Nguyen offers CSG's clients expertise gained from over 30 years of professional experience in the building industry. Mr. Nguyen has an in-depth knowledge of the California Building Standards Codes and extensive experience with local building and safety regulations.
RELEVANT EXPERIENCE
Principal Plan Check Engineer! CSG Consultants, Inc.
Mr. Nguyen served as the Interim Building Official for the City of Stanton, City of Fullerton, City of Norwalk, City of El Segundo, City of La Habra, and City of Hawaiian Gardens in recent years and assisted those jurisdictions in recruiting for a permanent Building Official.
Mr. Nguyen performed both residential and non-residential plan review projects. His most notable residential project was a 3 -story, 66 -unit public housing complex, and his most notable and high profile non-residential project was the new Star Wars theme park for Disneyland in Anaheim.
Building Official/Acting Assistant Director/Interim Director 1 City of Costa Mesa, CA Mr. Nguyen implemented combination permits for efficiency in permit issuance and consistency in inspection. He administered and implemented four consecutive Fall Residential Remodeling Incentive Programs and two consecutive Build Green Incentive Programs.
Mr. Nguyen served in a supervisory role where he managed and oversaw 35 professional and technical employees in advance and current planning, permit processing center, building plan check, inspection, and code enforcement. He also served as the lead person on all automation issues and chaired the City Green Building Committee where he developed the City Council policy on Sustainability which includes the greenest standard for new municipal buildings in the country.
Building Official 1 City of Tustin, CA
Mr. Nguyen provided building plan review of the division budget of $1.3 million. He also administered the FEMA flood program for the City and implemented several stormwater inspection programs to comply with the 3rd term NPDES permit. As a Building Official, Mr.
Nguyen managed and oversaw 11 professional and technical employees in permit processing, building plan check, inspection, and code enforcement.
Permit and Plan Check Manager 1 City of Huntington Beach, CA Mr. Nguyen's expertise included review calculations and designs of complex projects with applicable building codes and ordinances, engineering standards and specifications. He administered and enforced the City's Unreinforced Masonry Building ordinance, as well as designed and implemented the Plan Check Log and Interactive Voice Response system.
Structural Plan Check Engineer 1 City of Los Angeles, CA Mr. Nguyen was a Structural Plan Check Engineer with responsibility in reviewing calculations and designs of plans for a wide variety of commercial and residential projects to ensure compliance with Building and Zoning codes. He performed numerous damage assessment inspections and structural plan reviews after multiple major disasters including the Northridge earthquake and the aftermath of the Rodney King Riot.
NOTABLE PROJECT EXPERIENCE
Star Wars: Galaxy's Edge, Disneyland 1 City of Anaheim, CA Mr. Nguyen provided building plan review for Star Wars Galaxy Edge in Disneyland, in the City of Anaheim.
17 38
Fred Marzara MS, PE, CBO
LICENSES/CERTIFICATIONS
Certified Building Official by CALBO
Certified Plans Examiner by ICC
Certified Accessibility Specialist by ICC
Certified Energy Plans Examiner by
California Energy Commission
Registered Civil Engineer in California,
Arizona, and British Colombia -Canada
EDUCATION
MS, Structural Engineering
California State University, Pomona, CA
BS, Civil Engineering
California State University, Pomona, CA
PROFESSIONAL AFFILIATIONS
California Building Officials (CALBO)
International Code Council (ICC)
TEACHING EXPERIENCE
Lecturer for seven years
University of California, Irvine, CA
Civil Engineering Review Course
Lecturer/Associate Professor
for three years
Cal State Polytechnic University,
Pomona, CA
Principal Plan Check Engineer
CSG
CONSULTANTS
Employee -Owned
Mr. Marzara has more than 35 years of experience, including working as a Senior Plan Check Engineer and a Chief Building Official prior to joining CSG. Mr. Marzara is a Principal Plan Check Engineer and has significant experience and a sound educational background that provide excellent qualifications. He has a proven ability to work effectively with others under a broad range of conditions and varying environments. He is quality -conscious and dedicated to producing quality results. He has the ability to make critical decisions within strict timelines.
RELEVANT EXPERIENCE
Principal Plan Check Engineer 1 CSG Consultants, Orange, CA Mr. Marzara have been working in the cities of Laguna Beach and Tustin reviewing complex residential and commercial projects and training the building department staffs including plan checkers, inspectors and permit technicians. Mr. Marzara helped the professionals, contractors, and property owners over the counter in those two cities and assist them for obtaining their building permits,
PREVIOUS EXPERIENCE
Chief Building Official 1 City of Lake Forest, CA
Mr. Marzara has over 8 years of serving the City of Lake Forest as their Chief Building Official.
The City received the Building Department of the Year Award in 2018-2019 while he was in charge of the Building Department. His responsibilities included managing the building department and supervisors to plan examiners, inspectors, permit technicians, and administrative assistants also, reviewing complete plan review of many large and complicated projects including the new Lake Forest City Hall campus with construction cost of 70 million dollars. He worked with the community development department and finance department preparing all reports and statistics. His work with the Energov program for daily business activities, prepared and implemented the process of code adoptions once every three years.
Senior Plan Check Engineer 1 County of Orange, CA
Mr. Marzara reviewed plans for code compliance for many expensive constructions of residential and commercial buildings. He completed coordination with grading section for foundation and drainage code compliance.
Senior Plan Check Engineer 1 City of Mission Viejo, CA
Mr. Marzara completed plan review for residential and commercial buildings, acting as the Building Official as needed. He worked closely with architects/ engineers to solve any issues of code compliance. Mr. Marzara reviewed two large apartment complexes in Mission Viejo, Adagio on the Green and Los Alisos at Mission Viejo. Both projects involved with accessibility requirements as well as structural/ architectural, plus life safety.
Plan Check Engineer 1 City of Santa Ana, CA
For over twenty years, Mr. Marzara was a plan check engineer for the City of Santa Ana. His responsibilities included handling architectural and structural plan evaluation for various types of construction and occupancy groups. He handled duties within building safety department. He was directly accountable for assigning and scheduling workflow/ projects as well as supervising and evaluating staff members.
Project Engineer Langston & Associates 1 City of Santa Ana, CA For three years, Mr. Marzara interacted closely with various clients, architects and other industry personnel to implement the design process of both commercial and residential buildings. He managed the structural design requirements for concrete and steel with respect to essential hazardous and irregular types and styles of buildings. He prepared budgets and estimates.
18 39
CSG
Ali Davani
MSc., QCSI, MS4 QLIDI/GI CONSULTANTS
LICENSES & CERTIFICATIONS
Qualified MS4 LIDGII — LID/Green
Infrastructure Inspector
Qualified CESSWI —Construction
Stormwater, Erosion &
Sediment Inspector
California QAL Licensed - CA DPR -
Sewer Line Root Control
OSHA 30 - Hour Construction
Safety and Health,
OSHA 10 - Hour Construction;
Safety and Health,
Level 1 Leadership Academy, GAWP
InfoWorks ICM (Integrated
Catchment Modeling)
MIKE URBAN WD (Water Distribution)
MIKE URBAN CS (Collection System)
and Model Manager
40 -hour Hazardous Waste Site Worker
Course (HAZWOPER)
Water CAD (Distribution
Design and Modeling)
Advanced Learning ArcGIS
EDUCATION
Master of Science, Civil &
Environmental Engineering
University of Texas, TX
Bachelor of Science, Mechanical and
Aeronautical Engineering
University of California, Davis, CA
PUBLICATION
Davani, Ali; (2017) InfoWorks ICM
Modeling Manual (Hydrology &
Hydraulic Modeling), Strategic Asset
Management Division, Office of
Engineering Services, City of Atlanta
Associate Plan Check Engineer
Employee -Owned
Mr. Davani is experienced in a variety of projects with a demonstrated history of working in grading plan check reviews, construction management, LIDGII/GI, CESSWI, Public Works, land development, bid & award of contracts, asset planning strategy (CIP & SSES), utility condition assessment, leak detection, permits, e -Builder software, asset inspection, feasibility studies, construction, Hydrology & hydraulic modeling (Innovyze InfoWorks ICM, InfoWater, Mike Urban WD & CS, SewerCAD, WaterCAD, SewerGEMS), ArcGIS.
RELEVANT EXPERIENCE
Associate Plan Check Engineer 1 CSG Consultants, Inc.
Conducted thorough and accurate reviews of grading plans, drainage systems, erosion control measures, and stormwater management components to ensure compliance with the California Grading and Excavation Code, as well as all applicable local policies and ordinances.
Ensured timely turnaround of plan checks with clear and actionable correction comments.
Provided support to management in the preparation and review of contracts, amendments, and task orders related to building, engineering, and planning services. Contributed to the execution of assigned projects and contracts, including components of larger system initiatives. Assisted in project implementation and development of effective, efficient solutions to support successful project delivery.
Project Manager 1 Nor -Cal Pipeline Services, Long Beach, CA Managed sewer line root control for 3 -year project in the City of Oakland - applied the chemical root control agent to sanitary sewers to eliminate the root growth present in the pipes and to inhibit regrowth, without damaging surface vegetation approximately up to 50 miles treatment per year. Responsible for weekly progress meetings, submitting monthly invoices, permits, traffic control, and solving complicated issues in residential & commercial properties, respond to the phone calls/emails from Oakland Public Works Department regarding emergency responses to overflows and blockages. Managed the CCTV inspections crew for weekly deliverables of CCTV data in standard PACP format, responsible for weekly progress meetings, submitting monthly invoices, approximately 12.6 -mile CCTV - City of Santa Barbara. Managed the CIPP lining crew, Hydrovac, Crown spraying, and Root Foaming service for the City of San Diego, Prepare/submit the bid proposals and award of contracts.
NOTABLE PROJECT EXPERIENCE
Construction Project Manager 1 City of Atlanta, Department of Watershed Management, GA Asset Planning Manager 1 HAYA WATER
Project Engineer II — Water Distribution System Evaluation 1 JACOBS Project Engineer/ Chartered Engineer — Recycled Water Reuse; Sharjah East Coast Sewerage and Surface Water
Project Engineer I / Hydraulic Modelling Specialist — Phase II: Condition Assessment of Water Distribution System City of Sandy Springs, GA, USA 1 City of Sandy Springs, GA Chartered Engineer — Hatton & Cruden Bay Wastewater Treatment Works Scheme, Flow (CSO) Transfer Option Inverness, Scotland (UK) 1 Scottish Water Solution, United Kingdom Project Engineer — Development and Calibration of Sanitary Sewerage Model, Gwinnett County, GA 1 Gwinnett County Dept of Water Resources, GA Project Engineer — Development and Calibration of Sanitary Sewerage Model, Gwinnett County, GA 1 Gwinnett County Dept of Water Resources, GA Project Engineer I, Stage 2 Disinfectants and Disinfection By-products 1 KHAFRA ENGINEERING CONSULTANTS, Clean Water Atlanta, GA
Project Engineer, West Ashley Master Plan Study 1 Dept of Public Works, City of Charleston, SC Project Engineer, Lead QA/QC — Sewer Modeling Project 1 City of Atlanta GA Project Engineer, Lead QA/QC — CSO (Combined Sewer Overflow) separation Project 1 City of Atlanta, GA
19 40
Matthew Corrigan PE
LICENSES & CERTIFICATIONS
Professional Civil Engineer,
State of California
95707
Residential Plans Examiner
ICC 9610336
EDUCATION
Bachelor of Science, Civil &
Environmental Engineering
Associate Plan Check Engineer
CSG
CONSULTANTS
Employee -Owned
Mr. Corrigan provides building plan review services on behalf of CSG and its clients. He is a results -oriented, highly motivated professional. Mr. Corrigan is skilled in communicating with team members, self -motivating, and consistently completes thorough and accurate plan review projects under tight deadlines.
RELEVANT EXPERIENCE
Assistant Plan Check Engineer 1 Multiple CSG Client Agencies Mr. Corrigan performs building plan reviews for residential projects for multiple jurisdictions in Southern California.
Production Scheduler 1 The Walt Disney Company
As a production scheduler, Mr. Corrigan would: liaise with area leaders on a daily basis ensuring labor needs are consistently met; produce the weekly work schedule for approximately 500 employees according to business needs and taking into account seniority rules, union regulations, and employee schedule preferences whenever possible; and train and educate new workers, set performance goals, standards and expectations, communicate and explain operational decisions.
Stage Scheduler 1 The Walt Disney Company
Mr. Corrigan's responsibilities included: receiving communication from cast members regarding potential absences from work and ensuring area leaders are notified of any changes or adjustments to their staffing; attempting to call in additional cast members for shifts as needed to backfill any potential labor shortages due to absences; and continuously communicate with area leaders in order to ensure locations are properly staffed with labor for their daily operations.
20 41
Gerald Quast
LICENSES & CERTIFICATIONS
Certified Energy Plans Examiner,
Non -Residential
California Energy Commission
1 NRE-98-1001
Certified Energy Plans Examiner,
Residential
California Energy Commission
1 RES -93-1016
IAPMO Certified Mechanical Inspector
IAPMO Certified Plumbing Inspector
EDUCATION
Associate of Arts Degree
Coastline Community College
1 Fountain Valley, CA
Principal Plans Examiner
CSG
CONSULTANTS
Employee -Owned
Mr. Quast joins CSG as a plans examiner and provides plumbing and mechanical plan review for our public agency clients. He brings with him over 30 years of Public Agency experience providing inspection and plan check services for the City of Anaheim.
RELEVANT EXPERIENCE
Plumbing / Mechanical Plans Examiner 1 City of Anaheim, CA Mr. Quast most recently served as the plumbing/mechanical plans examiner for the City of Anaheim.
Beginning his Public Agency career as a combination building inspector, he transitioned to the Plan Check Section, and while providing plans examiner services to the City, Mr. Quast was also the staff training coordinator for eight years. During his time at Anaheim, he provided plumbing and mechanical plan check services for such projects as the Anaheim Arena, the Anaheim Stadium Expansion, several Anaheim Convention Center Expansions, the downtown ice hockey rinks, and numerous redevelopment projects. He has also reviewed plans for numerous Hotel/Motel and high- density residential developments, office buildings, parking structures, tenant improvements and warehouse projects, and numerous Resort District and amusement park expansions.
Construction & Building Codes Instructor 1 Fullerton Community College & Coastline Community College
Mr. Quast brings over 28 years of experience as a community college instructor, delivering construction and building code courses for Fullerton and Coastline Community Colleges. While teaching plumbing, mechanical, and building codes, Title 24 Accessibility/Energy, basic code enforcement, and blueprint reading, he has also delivered training seminars for CALBO, ICC, and IAPMO Chapters.
Plumbing Apprenticeship/Journeyman Training 1 Plumbing Contracting Mr. Quast previously worked with a residential and commercial plumbing company for 15 years.
After completing a 5 -year California State plumbing apprenticeship program, he worked as journeyman and foreman, as well as in labor -supervision, estimation, purchasing, and as a corporate officer before becoming a plumbing contractor.
NOTABLE PROJECT EXPERIENCE
Sofi Stadium 1 City of Inglewood, CA
Commercial Cannabis Business Odor Management Systems 1 City of Santa Ana, CA Multiple Residential Projects 1 City of Beverly Hills, CA Various Projects 1 City of Anaheim, CA
• Numerous Projects within the Disneyland Resort District and Amusement Parks • The Anaheim Arena
• The Anaheim Stadium Expansion
• Several Anaheim Convention Center Expansions
• Multiple Downtown Ice Hockey Rinks
• Numerous Redevelopment Projects
• Numerous Hotels/Motels
• Numerous High -Density Residential Developments, Office Buildings, Parking Structures, Tenant Improvements, and Warehouse Projects 21 42
Mie Teemant MCP, CB0
LICENSES & CERTIFICATIONS
Master Code Professional (MCP)
Certified Building Official
Certified Building Code Official
Certified Plumbing Code Official
Combination Inspector
Commercial Combination Inspector
Commercial Energy Inspector
Commercial Energy Plans Examiner
Residential Energy Inspector/Plans Examiner
Fire Inspector II
Residential Fire Sprinkler Inspector/Plans
Examiner
Building Plans Examiner
Plumbing Plans Examiner
Commercial Building Inspector
Commercial Electrical Inspector
Commercial Plumbing Inspector
Accessibility Inspector/Plans Examiner
Residential Building Inspector
Residential Electrical Inspector
Residential Mechanical Inspector
Residential Plumbing Inspector
EDUCATION
Associates of Applied Sciences: Building
Technologies; Building Inspection
College of Southern Nevada, Las Vegas, NV
Chemical Engineering
University of South Alabama, Mobile, AL
Chemical Engineering
PROFESSIONAL AFFILIATIONS
Member, International Code Council (ICC)—
Region I Board
Member, International Code Council (ICC)—
Northern Nevada Chapter
Member, International Code Council (ICC)—
Nevada Organization of Building Officials
Member, International Code Council (ICC)—
Southern Nevada Chapter
Member, Board of Directors -1st Vice
President 2014-2015
Member, Board of Directors -2nd Vice
President 2013-2014
Awarded & Honored, "2013 Government
Person of the Year" 2013
Member, International Association of
Plumbing and Mechanical Officials (IAPMO)
2012—Present
Southern Nevada Chapter Board 2014-2015
Member, Southern Nevada Building Officials
(SNBO) 2012
International Building Code Committee—
Mechanical and Plumbing Code
Amendments Committee
City of Las Vegas 2003
International Residential Code—Amending
Ordinance Committee
CSG
CONSULTANTS
Principal Plans Examiner Employee -Owned
Mr. Teemant, an experienced Master Code Professional (MCP), serves as building plan reviewer and inspector for CSG and its clients. He has over 40 years in the construction industry, with 24 years of experience in enforcing code compliance, making him especially capable in working with municipal governments on all aspects of plan review and building code enforcement.
Mr. Teemant is a highly proficient Building and Electrical Plans Examiner having conducted plan reviews on a wide array of projects. Similarly, he has extensive experience in performing inspections for compliance with international Codes and referenced standards.
He also holds experience in supervising Building, Plumbing, Mechanical, and Electrical Inspectors and support staff, as well as serving as an accomplished instructor for building plan review, provisions of the International Plumbing Code, and International Residential Code.
RELEVANT EXPERIENCE
Code Inspections 1 City of Boulder City, NV
Mr. Teemant provides code inspection services for the City of Boulder City. Projects includes both residential and commercial. Mr. Teemant also oversees three CSG inspectors who provide services for the Techren Solar Plant and assists with inspections when one of them calls out sick or is on vacation.
Building Official 1 City of Fernley, NV
As a building official for the City of Fernley, Mr. Teemant reviewed plans for compliance with adopted municipal building codes and supervised field inspections for construction and municipal code compliance. Within the Building and Safety Department, he supervised the permit technician and animal control officer. He was also instrumental in the review of policies and procedures, and the development of procedures to improve the City's workflow management system. In addition, Mr. Teemant prepared documents and presentations for city council review and approval.
Plans Examiner 1 City of Las Vegas, NV
Mr. Teemant reviewed plans for compliance with the adopted municipal building codes as well as interacted with design professionals and the public to explain the intent of the building codes. In his role as a plans examiner, he granted approval of plans that were compliant with codes and noted code requirements on the plans for common problems encountered in the field. as a plans examiner for the City of Las Vegas, some major projects on which he worked include the examination of high rise and large projects such as the Smith's Center, Las Vegas Outlet mall, World Market Center, Lou Ruvo Brain Center, Zappos corporate offices, Las Vegas Development center, City of Las Vegas City Hall, Soho lofts, and many hotel construction and major remodels.
Code Inspector 1 Clark County School District, NV
Code Instructor 1 City of Las Vegas Plans Exam Division, College of Southern Nevada, Las Vegas, NV
Supervisor/Foreman 1 Maverick Construction, Las Vegas, NV
NOTABLE PROJECT EXPERIENCE
Sofi Stadium 1 City of Inglewood, CA
Techren Solar Park (Techren II) 1 City of Boulder City, NV UNLV College of Engineering, Academic and Research Building 1 State of Nevada Projects Prior to Joining CSG for the City of Las Vegas, NV City of Las Vegas City Hall • Zappos Corporate offices
•
•
•
•
•
Lou Ruvo Brain Center
The Smith's Center
Las Vegas Outlet Mall
World Market Center
22 • Las Vegas Development Center
• Soho Lofts
• And many hotels and major remodels
43 Frank Biangone
LICENSES & CERTIFICATIONS
Residential Building Inspector
Commercial Building Inspector
1 ICC 860170
EDUCATION
Advanced Construction Technology
Courses 1 Coastline Community College,
Chico, CA
PROFESSIONAL AFFILIATIONS
International Association of Plumbing and
Mechanical Officials Member
Principal Plans Examiner
CSG
CONSULTANTS
Employee -Owned
Frank Biangone serves as a Senior Plans Examiner for CSG and its clients. With over 30 years of experience, Mr. Biangone is a highly knowledgeable code professional with expertise gained through extensive experience performing building plan review and inspection services for the City of Huntington Beach, CA.
RELEVANT EXPERIENCE
Senior Commercial and Residential Combination Inspector 1 City of Huntington Beach, CA Mr. Biangone served the City of Huntington Beach for more than 30 years, including 5 years as Senior Commercial and Residential Combination inspector and 25 years as Principal Plumbing and Mechanical Plan Checker/Inspector performing both paper and electronic plan review.
His responsibilities included performing all commercial and residential plumbing and mechanical plan check for all projects throughout the City of Huntington Beach, assisting the Fire Department with water metering and backflow applications for water sourced fire suppression systems along with plan check of fan -assisted smoke evacuation systems, assisting the Public Works Department with onsite sewer and water plan checks, and working in conjunction with Huntington Beach Code Enforcement to assist with plumbing and mechanical code enforcement issues. Mr. Biangone also attended pre -construction meetings with contractors, designers, architects and engineers on high-profile, large-scale projects.
Other duties included, writing numerous plumbing and mechanical policies for the City, assisting in the redesign of plumbing and mechanical permit forms and plumbing and mechanical plan check correction logs, and designing and performing weekly plumbing and mechanical training activities for field inspectors and managers.
Notable nonresidential plumbing and mechanical plan check projects successfully performed for the City of Huntington Beach include:
The Strand with the Shore Break Hotel Rainbow Environmental Services Recycle Plant Hyatt Regency Resort
Pacific City Commercial and Retail
Bella Terra mall
C&D Aerospace
Hilton Waterfront Resort
Quicksilver
Notable multi -family residential projects reviewed include:
The Lofts
Boardwalk
Village at Bella Terra
Elan
Luxe
Huntington Beach Senior Center
Hoag Health Medical Center
Memorial Health Center
Brethren Christian School
OSHPOD 3 Plumbing and Mechanical Reviews
23 44
Mark Sallee
LICENSES & CERTIFICATIONS
Building Inspector
Electrical Inspector
Plumbing Inspector
1 ICC 1026285
State of California Contractor's
License C-10 1 387649
Principal Plans Examiner
CSG
CONSULTANTS
Employee -Owned
Mark Sallee serves as a Senior Plans Examiner for CSG and its clients. He has over 40 years of experience in the construction industry, 21 of which were as a City of Anaheim employee performing building inspection and plans examiner services. Mr. Sallee's thorough knowledge of the code and plan review and inspection processes allow him to provide the highest quality of services to our clients.
RELEVANT EXPERIENCE
Plans Examiner II 1 City of Anaheim, CA
As a Plans Examiner 11, Mr. Sallee performed the following duties: Reviewing commercial, residential, hotel and intuitional electrical plans for conformance to current building codes; reviewing residential and commercial photovoltaic and fuel cell systems; and reviewing residential and commercial demolition plans, swimming pools, signs and residential ADU's.
Building Inspector II & III 1 City of Anaheim, CA
As a Building Inspector 11 & III, Mr. Sallee performed some of the more complex building inspections, including inspections during the construction of Disney's California Adventure, and major retrofits at Disneyland Park, the Anaheim Convention Center, Angle Stadium, Arrowhead Pond, and Boeing Industries, among others.
Mr. Sallee also performed combination -building inspections, electrical plan check, and acted in the capacity of supervisor as needed to support Management.
National Electrical Code Instructor 1 Coastline Community College, Fountain Valley, CA Mr. Sallee taught the NEC in a community college format.
Electrical Instrumentation Inspector 1 Koury Inspection, Carson, CA Mr. Sallee worked primarily in a Class I division land division 11 hazardous location and conducted inspections on heavy industrial electrical installations as a third -party inspector for the ARCO Refinery in Carson Ca. This work included inspecting electrical substations to 69 KV, services to 4,000 amps, and motors to 3,000 horsepower, sub panels transformers, lighting, receptacles and general electrical equipment.
Electrical Contractor 1 Sallee Electric Co., Westminster, CA Mr. Sallee performed work on residential, commercial and light industrial projects. His duties included electrical engineering, drafting, plan preparation, lighting design, payroll, estimating, and job site supervisor, as well as electrician and troubleshooter. 24 45
Wondwosen Amanuel
LICENSES & CERTIFICATIONS
Grading Level A from Clark County
(Special Inspector)
Certified Soil Special Inspector
ICC Certifications:
Soils Special Inspector
Commercial Electrical Inspector
Residential Electrical Inspector
Electrical Inspector
Commercial Mechanical Inspector
Residential Mechanical Inspector
Mechanical Inspector
Commercial Plumbing Inspector
Residential Plumbing Inspector
Plumbing Inspector
Commercial Combination Inspector
Residential Combination Inspector
Combination Inspector
Commercial Building Inspector
Residential Building Inspector
Building Inspector
Residential Plans Examiner
Mechanical Plans Examiner
Plumbing Plans Examiner
ICC #9489448
ACI Concrete Field Testing Technician
Grade I
ACI Masonry Field Testing Technician
NAQTC Sampling and Testing
Nuclear Gauge Safety Training
OSHA 1- Construction Training
EDUCATION
Bachelor of Science in Civil Engineering
Bahir Dar University
Bahir Dar, Ethiopia
Building Inspector/Plans Examiner
CSG
CONSULTANTS
Employee -Owned
Mr. Amanuel serves as a building inspector and plans examiner for CSG, providing knowledge of construction and building methods and standards from more than 20 years of experience in the building industry and more than 10 years of inspection experience. He is adept at deciphering plans and using real world methodologies in inspection procedures.
RELEVANT EXPERIENCE
Building Inspector/Plans Examiner 1 CSG Consultants
Mr. Amanuel conducts field inspections of industrial, commercial, and residential buildings at various stages of construction and remodeling to verify compliance with applicable codes and regulations. He evaluates construction methods and materials in the field, identifies deviations from approved plans or standard practices, and investigates complaints related to building code violations, recommending corrective actions in accordance with local and national codes. In coordination with Building Officials, Mr. Amanuel addresses complex enforcement and public relations matters and collaborates with plan reviewers, design professionals, and contractors to resolve compliance issues.
Special Inspector 1 Nova Geotechnical and Inspection Services (Universal Engineering Sciences), Las Vegas, NV
• Communicated with Supervisor and Dispatch to obtain daily work assignments. • Coordinated field assignments with the Field Supervisor • Performed site observations/inspections to confirm compliance with the local building codes and project contract documents and compiled detailed records of observations and inspections
• Read plans/drawings and maintained currency with code requirements • Collected samples for laboratory testing on construction materials and building components per standards, kept detailed records, discussed scope of laboratory testing with the Project Manager and coordinated laboratory testing with the Laboratory Supervisor
• Met with Project Managers to review progress of field work. • Informed field representatives of results of inspections performed on site.
Obtained proper field authorizations signed by the client when required or when work beyond the original scope was requested.
• Advised Supervisor or Project Manager of any changes in work scope or of any potential budget over runs.
• Followed company Safety Manual guidelines
• Maintained positive business relationships with clients, contractors, subcontractors, material suppliers, etc.
25 46
Mark Carnahan CBO
LICENSES & CERTIFICATIONS
Certified Building Official
Combination Inspector
CA Commercial Building Inspector
CA Commercial Electrical Inspector
CA Commercial Plumbing Inspector
CA Commercial Mechanical Inspector
CA Residential Building Inspector
CA Residential Electrical Inspector
CA Residential Plumbing Inspector
CA Residential Mechanical Inspector
CA Combination Inspector
CA Plans Examiner
1 ICC 1110134-J4
B -General Building Contractor (inactive)
1 746154
EDUCATION
Light Construction and Development
Management Certificate Program
University of California, Irvine
Liberal Studies
California State University 1 Fullerton, CA
Building Official / Building Inspection Supervisor
CSG
CONSULTANTS
Employee -Owned
Mr. Carnahan serves as a building official and inspection manager for CSG Consultants. He has over 37 years of experience in the building industry, 20 of which were in the public sector with progressive responsibility at the City of Huntington Beach. He has a sound knowledge of construction methods and materials, principals of structural design, engineering and building inspection. As part of managing CSG's Southern California inspection staff, Mr. Carnahan developed an inspection program to train and develop the skills of new and experienced inspectors.
RELEVANT EXPERIENCE
Building Manager/Building Official 1 City of Huntington Beach, CA The City of Huntington Beach created the Building Manager position for Mr. Carnahan which he performed for eight years. While managing the Building Department, he directed staff, ensured that professional work standards are met, and emphasized the importance of quality customer service. Mr. Carnahan attained pertinent knowledge and understanding of federal, state and local laws, codes and regulations including the ADA, OSHA, CALOSHA, California Codes, and the City of Huntington Beach Municipal Codes, including enforcement of zoning requirements and ordinances. He was also: a combination inspector assigned to single and multifamily housing, the Hyatt Regency Resort, and numerous commercial and industrial projects; the supervising inspector for the Strand development; and managed the plan check and inspection process from entitlement to issuance of certificate of occupancy on numerous complicated projects (Costco at Bella Terra, The Village at Bella Terra Apartments, Beach Promenade, and Edinger Plaza). He worked with the Director of Community Development and Senior Administrative Analyst to develop, modify and administer the Building Division budget and monitor expenditures. While managing the building department, Mr. Carnahan completed two cycles of the code adoption process from: writing legislative drafts, requests for legal services (RLS), request for council action (RCA's), council readings and finished the adoption process by sending the approved municipal codes to the California Building Standards Commission for filing.
Inspection Supervisor 1 City of Huntington Beach, CA
As an inspection supervisor, Mr. Carnahan: coordinated inspection activities with other city departments, contractors and developers; established and maintained a cooperative working relationship with those contacted in the course of work; communicated effectively both verbally and in writing; participated in professional and public meetings as required; and worked with others to analyze problems, identify alternative solutions, and accurately project consequences of proposed actions for daily issues, large or small, including monitoring work flow. When working with the City Council, he prepared and reviewed correspondence, studies, reports, and requests for council action.
Inspector I, II, & III 1 City of Huntington Beach, CA
Mr. Carnahan was a Building Inspector for many years at the City of Huntington Beach.
NOTABLE PROJECT EXPERIENCE
Projects Prior to Joining CSG
Pacific City Huntington Beach 1 City of Huntington Beach, CA Huntington Beach Senior Center' City of Huntington Beach, CA Hardin Hyundai 1 City of Huntington Beach, CA
26 47
Russell B. Goldman
LICENSES & CERTIFICATIONS
Commercial Building Inspector
Residential Building Inspector
Residential Combination Inspector
Building Inspector
Commercial Plumbing Inspector
Residential Plumbing Inspector
Plumbing Inspector
Residential Mechanical Inspector
Residential Electrical Inspector
ICC #8325083
General Contractor's License
815297 (expired)
HVAC Training and Certification
Hartsog Trade School
Vallejo, CA
Senior Building Inspector
CSG
CONSULTANTS
Employee -Owned
Mr. Goldman serves as a senior building inspector for CSG's public agency clients. He is a highly certified building inspector with more than seven years of building and safety experience working with multiple cities and counties, combined with 23 years of construction industry experience. Mr. Goldman excels at effectively communicating building and local code requirements to superintendents, contractors, and owners. His early experience within the construction industry has greatly contributed to his ability to effectively interact with construction professionals.
RELEVANT EXPERIENCE
CSG Building Inspector 1 CSG Consultants, Irvine, CA
Mr. Goldman has performed residential and commercial inspection services for CSG client agencies including the County of San Bernardino and City of Laguna Beach, CA. His inspections have included accessory dwelling units (ADUs), major remodels, new custom homes, alterations, septic and other plumbing projects, main electrical panel upgrades and other electrical work, HVAC systems, roofs, solar installations, and commercial tenant improvements and remodels.
Building Inspector 1 Willdan, Anaheim, CA
As a contract inspector, Mr. Goldman performed residential and commercial inspection services for the City of Moreno Valley, California. His inspections included solar installations, main electrical panel upgrades, accessory dwelling units (ADUs), additions and alterations, tract and new homes, HVAC systems, water heaters, roofs, and related building components.
Building Inspector 1 SAFEbuilt, Loveland, CO
For public agency clients, Mr. Goldman conducted field inspections on a variety of residential, commercial, and industrial projects, including single-family and multi -family developments, concrete tilt -ups, metal buildings, pole barns, wood- and metal -framed structures, and tenant improvements. He also performed final inspections for accessibility compliance on multifamily and commercial projects using ICC A117.1 standards.
Building Inspector 1 Interwest Consulting Group, Boulder, CO Mr. Goldman conducted field inspections for all trades on residential and commercial projects for the City of Lake Forest, CA. He effectively communicated building and local code requirements, including SWPPP requirements, to superintendents, contractors, and business owners.
General Contractor 1 Russ Goldman Construction, Southern California, CA Mr. Goldman managed all aspects of commercial and residential construction projects. He met and communicated with local city inspectors, coordinated with engineers and architects, and translated plans into construction projects. Mr. Goldman also coordinated the activities of subcontractors and company staff to successfully deliver numerous speculative and turn -key projects.
Superintendent 1 Dearborn Construction, Boise, ID
Mr. Goldman supervised all aspects of commercial construction projects, including remodels for several national grocery chains. Coordinating with engineers and architects, he translated plans into construction projects. Mr. Goldman also coordinated the activities of subcontractors and company staff to successfully construct numerous projects, with tasks including performing daily reporting, workflow scheduling, and forecasting for the project manager.
Superintendent 1 Phoenix Enterprises, La Habra, CA
Mr. Goldman supervised all aspects of large-scale commercial construction projects, including the new construction of home improvement centers such as The Home Depot, Rite Aid drug stores, and supermarkets. Coordinating with engineers and architects, he translated plans into construction projects.
27 48
Matthew Santillan
LICENSES & CERTIFICATIONS
Residential Building Inspector
Certification
Commercial Building Inspector
Certification
Building Inspection
Residential Electrical Inspector
EDUCATION
Advanced Contractor & Inspector
Training Center
Journeyman License I Inland Empire
Electrical Training Center
Building Inspector I
CSG
CONSULTANTS
Employee -Owned
Mr. Santillan serves as a building inspector for CSG and its clients. He is a licensed general contractor and heavy machinery operator with excellent interpersonal and communication skills and a strong ability to manage and lead others.
RELEVANT EXPERIENCE
Building Inspector I 1 CSG Consultants, Inc.
Mr. Santillan serves as a Building Inspector I. This position receives direct supervision from higher level staff and may receive technical and functional supervision from higher level inspectors. Responsibilities include the following:
• Perform inspections in several trade specialties including plumbing, electrical, mechanical and/or structural to ensure compliance with applicable codes, ordinances, and regulations. Inspect foundation, concrete, framing, plastering, heating, and electrical installations.
• Conduct preliminary examination of plans and specifications of routine building, plumbing, mechanical and electrical facilities to determine compliance with the provisions of the construction codes, ordinances, and regulations. • Observe work during various phases and upon completion; ensure that safety procedures are followed.
• Deal effectively with private contractors and homeowners on construction specifications and procedures; ensure compliance with procedures and regulations. • Prepare various inspection reports as required; maintain files and reports regarding inspection and plan check activities and findings. Issue notices to comply on violations.
• Respond to and resolve difficult and sensitive citizen inquiries and complaints concerning construction and repair projects.
Electrician 1 Gregg Electric
Mr. Santillan made sure electrical testing, and inspection is up to code. He read blueprints and schematics to ensure completion for daily tasks and provided Edison with new structures and new conduit raceways.
Electrician 1 Sunwest
Mr. Santillan installed, maintained, and repaired electrical control, wiring, and lighting systems. He performed general electrical maintenance and inspected transformers, circuit breakers, and other electrical components.
Carpenter 1 Guy Yocom
Mr. Santillan specialized in larger concrete pours and formwork. He was trained to operate heavy machinery and scissor lift, assisted journeyman in production of current project which included consulting with clients, taking measurements, ordering appropriate work materials, building and installing.
28 49
References
CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES
SECTION
4 CSG CLIENT AGENCIES
The following is a partial list of regional references for which CSG has provided services similar to those requested by the City. Additional references can be provided upon request.
City of Santa Ana
Ali Pezeshkpour
Planning and Building Agency Executive Director
20 Civic Center Plaza
Santa Ana, CA 92701
(714) 647-5800
[email protected]
[email protected]
Building Plan Check Services
2022 -Ongoing
City of Inglewood
Mandhir Singh
Building Official
One Manchester Boulevard
Inglewood, CA 90301
(310) 412-5294
[email protected]
On -Call Development Review & Building Plan Check
2013 -Ongoing
City of Westminster
Justin Nguyen
Building Official
8200 Westminster Boulevard
Westminster, CA 92683
(714) 548-3475
[email protected]
Building & Fire Plan Review & Inspection Services
2018 -Ongoing
City of Fullerton
Tri Nguyen, PE
Building Official
303 W. Commonwealth Avenue
Fullerton, CA 92832
(714) 738-6748
[email protected]
Full -Service Building Department
29 City of Beverly Hills
Arlen Eskandari
Deputy Building Official
455 N Rexford Drive
Beverly Hills, CA 90210
(310) 285-1113
[email protected]
Building Review/Public Works
2017 -Ongoing
City of Huntington Beach
Jasmine Daley
Building Official
2000 Main Street
Huntington Beach, CA 92648
(714) 375-5147
[email protected]
Staff Augmentation, Building Plan Review and
Inspection, and Counter Technician Services
2001 -Ongoing
City of Stanton
Crystal Landavazo
Community & Economic
Development Director
7800 Katella Avenue
Stanton, CA 90680
(714) 890-4213
[email protected]
Full -Service Building Department
City of Anaheim
Scott Beery
Building Official
200 S. Anaheim Boulevard, 1St
Floor #162
Anaheim, CA 94706
(714) 7654130
[email protected]
Building Plan Review
CSG CONSULTANTS 50
Project Fee
CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES
SECTION
5 SEPARATE FILE
Per the City's request, CSG's fee schedule for the requested services has been uploaded as a separate file. 30 CSG CONSULTANTS
51 CSG
CONSULTANTS
IIIII
Employee-Owned
OFFICES
THROUGHOUT
CALIFORNIA
SAN FRANCISCO BAY AREA
• Foster City • San Jose • Pleasanton •
SACRAMENTO REGION
• Sacramento •
CENTRAL VALLEY
• Newman •
CENTRAL COAST
• Paso Robles •
SOUTHERN CALIFORNIA
• Irvine •
WWW.CSGENGR.COM
888.794.2016
52 CSG
CONSULTANTS
v
Employee -Owned
3240 El Camino Real, Suite 190
Irvine, CA 92602
Phone: 714.568.1010
Fax: 714.568.1028
www.csgengr.com
June 10, 2026
Joseph Lambert
Development Services Director
City of Placentia
401 E Chapman Avenue
Placentia, CA 92870
Re: Revised Fee Schedule for Building Services
Dear Mr. Lambert,
CSG Consultants, Inc. (CSG) would like to thank the City of Placentia (City) for the opportunity to submit our revised fee schedule. Per our discussion with the City, the following adjustments have been made and detailed in our fee schedule on the following page:
65% for Full Building Plan Review by Percentage
I $165 per hour for Building Plan Review and M/E/P Plan Review All plan review is based on a percentage of the City's plan check fees and includes the initial plan review and two subsequent reviews. Additional reviews, deferred submittals, revisions, and RFIs will be charged at the appropriate hourly rate.
Project Contact
Our regional office is in the City of Irvine, and our staff is available for meetings remotely or at the City's offices, as requested. Mark Carnahan, CBO, will serve as the primary point of contact. His contact information is provided below:
Mark Carnahan, CBO 1 Regional Building Services Director (714) 568-1010 office 1 (714) 568-1028 fax 1 [email protected] Please feel free to contact Mr. Carnahan with any questions or comments regarding this proposal. We look forward to working alongside the City in serving the community of Placentia together.
Sincerely,
Khoa Duong, PE
Vice President of Building Services
FOSTER CITY 1 PLEASANTON 1 SAN JOSE 1 SACRAMENTO 1 NEWMAN 1 PASO ROBLES 1 IRVINE 53 Project Fee
CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES
SECTION
5 CSG FEE SCHEDULE FOR BUILDING AND SAFETY SERVICES
CSG's fee schedule for proposed work is provided below. Final fees are negotiable between the City and CSG.
PERSONNEL / REVIEW TYPE
ALL INCLUSIVE FEE / HOURLY RATE
Off -Site Building Plan Review by Percentage
Full Building Plan Review by Percentage
Structural Only Plan Review by Percentage
Mechanical/Electrical/Plumbing Plan Review by Percentage Expedited Plan Review by Percentage
Minimum Plan Review Fee Per Project (See Exclusions)
65% of Agency's Building Plan Check Fees
40% of Agency's Building Plan Check Fees
40% of Agency's Building Plan Check Fees or
65% of Agency's M/E/P Plan Check Fees.
95% of Agency's Building Plan Check Fees
$250
On -Site and Off -Site Building Plan Review (Hourly Rates) Building Plan Review
M/E/P Plan Review — Certified M/E/P Plans Examiner
Landscape Plan Review
Structural Only Plan Review
Grading Plan Review — Civil Engineer
CASp Plan Review/Consultation
Expedited Plan Review (Hourly)
$165
$165
$165
$185
$200
$165
1.5 x Hourly Rate
Building Department Services
Permit Technician
Senior Permit Technician
Building Inspector
Senior Building Inspector
Grading Inspector
Building Official
CSG Vehicle Mileage
CSG Travel Time
Administration/Plan Processing
TERMS & CONDITIONS:
$100
$110
$125
$145
$145
$210
$0
$0
$95
I All plan review based on percentage of the agency's plan check fees includes the initial plan review and two subsequent reviews. Additional reviews, deferred submittals, revisions, and RFIs will be charged at the appropriate hourly rate.
I Minimum percentage plan review fee per project excludes Solar, ESS, or EVCS reviews.
I RFIs for large developments will be performed at an hourly rate, and turnaround times will be agreed upon in advance with the agency.
Depending on project size and scope, CSG's percentage -based expedited plan review rate may be adjusted if mutually agreed upon between the agency and CSG.
I Should the scope of work change or circumstances develop which necessitate special handling, CSG will notify the agency prior to proceeding.
I Overtime/services provided outside of normal business hours will be billed at 1.5x the applicable hourly rate.
I Services provided on weekends will be billed a 2x the applicable hourly rate.
I Hourly rates for publicly funded projects will be based on current prevailing wage rates. 30 CSG CONSULTANTS
54 CSG PROPOSAL TO THE CITY OF PLACENTIA
FOR ON-CALL BUILDING SERVICES: PLAN CHECK & INSPECTION SERVICES On July 1 or the anniversary of the contract start date, CSG will initiate an hourly rate increase based on change in CPI for the applicable region.
I CSG will mail/email an invoice every month for services rendered during the previous month. Unless otherwise agreed, payment terms are 30 days from receipt of invoice.
I This fee proposal is valid for a period of 120 days from date of submittal.
I If plans are not submitted electronically, CSG will coordinate the pickup and return of all plans to CSG via CSG staff or a licensed courier service.
I For hourly projects only, performance of plan review services utilizing the agency's adopted plan review software (e.g., ProjectDox or Bluebeam Studios) to, for example, markup plans with corrections and redlines and/or coordinate with other internal agencies, may involve additional time being added to the plan review time at the associated plan review rate.
I When requested, Building Grading Plan Review is limited to on-site general grading within the boundary of the proposed site and the disturbed area. The review is within the scope of the building permit and excludes any off-site reviews or analysis outside of the area covered by the building permit and the plan check submittal. Review will include compliance with CBC Appendix . (if the jurisdiction has adopted it), CBC Chapter 18, and applicable jurisdictional ordinances and requirements. If the agency requests a review beyond the requirements in CBC Chapter 18, Appendix), and City Ordinances, fees will be charged according to CSG's hourly rates for Land Development and Engineering services. *Administration/Plan Processing fees are incurred for specific additional services requested by the agency beyond the normally provided CSG administrative services which typically include coordinating the pick-up and return of plans; performing scanning, collating, and tracking; and providing plan review status updates to the agency. Cost for additional services will be negotiated based on the type of request with a minimum fee based on 0.5 hours of service per project.
31 CSG CONSULTANTS
55 4WRL
CSGCONS-01 NCHANNAPPA
CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DDIYYYY)
12/9/2025
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and 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).
PRODUCER License # 0C36861
Alliant Insurance Services, Inc.
560 Mission St 6th FI
San Francisco, CA 94105
INSURED
CSG Consultants, Inc.
550 Pilgrim Drive
Foster City, CA 94404
CONTACT Bernadette Heater
NAME:
PHONE
(A/C, No, Ext):
E-MAILDSS: [email protected]
FAX
(A/C, No):
INSURER(S) AFFORDING COVERAGE
INSURER A: Travelers Indemnity Company of Connecticut
INSURER B : Travelers Property Casualty Company of America INSURER C : Pacific Insurance Company, Limited
INSURER D :
INSURER E :
INSURER F :
NAIC #
25682
25674
10046
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLIC ES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH DOLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY DAID CLAIMS.
INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP
LTR INSD WVD (MM/DD/YYYYI (MM/DD/YYYY)
A X COMMERCIAL GENERAL LIABILITY
B
B
B
CLAIMS -MADE X OCCUR X 660-C1303879
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY X PRO- LOC
JECT
OTHER:
AUTOMOBILE LIABILITY
X ANY AUTO
OWNED
AUTOS ONLY
HIRED
AUTOS ONLY
X UMBRELLA LIAB
EXCESS LIAB
■
■
SCHEDULED
AUTOS
NON -OWNED
AUTOS ONLY
X
DED X RETENTION $
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
IIfff yes, describeeIONs, de
1R,A
C ProTessional Liab1IITIONS below
OCCUR
CLAIMS -MADE
0 Y/N
X 810-C1306581
NIA
CUP -C1390577
X UB-C138878A
830H0489503-25
12/10/2025 12/10/2026
12/10/2025 12/10/2026
12/10/2025 12/10/2026
12/10/2025 12/10/2026
LIMITS
EACH OCCURRENCE $
DAMAGE TO RENTED
PREMISES (Ea occurrence) $
MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GENERAL AGGREGATE $
PRODUCTS - COMP/OP AGG $
COMBINED SINGLE LIMIT
(Ea accident) $
BODILY INJURY (Per person) $
BODILY INJURY (Per accident) $
PROPERTY DAMAGE
(Per accident) $
EACH OCCURRENCE $
AGGREGATE $
X PER OTH-
STATUTE ER
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE $
E.L. DISEASE - POLICY LIMIT $
12/10/2025 12/10/2026 Ea Claim/Agg
1,000,000
300,000
5,000
1,000,000
2,000,000
2,000,000
1,000,000
5,000,000
5,000,000
1,000,000
1,000,000
1,000,000
5,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are included as additional insureds on a Primary & Non -Contributory basis on General Liability and 30 Day Notice of Cancellation per attached. Waiver of Subrogation on WC and 30 Day Notice of Cancellation on Professional per attached. Contractual Liability on Auto and Professional & 30 Day Notice of Cancellation on WC is not available.
CERTIFICATE HOLDER
City of Placentia
401 E Chapman Ave
Placentia, CA 92870
ACORD 25 (2016/03)
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserve
The ACORD name and logo are registered marks of ACORD 56
COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED - WRITTEN
CONTRACTS (ARCHITECTS, ENGINEERS AND
SURVEYORS)
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
1. The following is added to SECTION II — WHO IS
AN INSURED:
Any person or organization that you agree in a
"written contract requiring insurance" to include as
an additional insured on this Coverage Part, but:
a. Only with respect to liability for "bodily injury",
"property damage" or "personal injury"; and
b. If, and only to the extent that, the injury or
damage is caused by acts or omissions of
you or your subcontractor in the performance
of "your work" to which the "written contract
requiring insurance" applies. The person or
organization does not qualify as an additional
insured with respect to the independent acts
or omissions of such person or organization.
The insurance provided to such additional insured
is limited as follows:
c. In the event that the Limits of Insurance of
this Coverage Part shown in the Declarations
exceed the limits of liability required by the
"written contract requiring insurance", the in-
surance provided to the additional insured
shall be limited to the limits of liability required
by that "written contract requiring insurance".
This endorsement shall not increase the limits
of insurance described in Section 111 — Limits
Of Insurance.
d. This insurance does not apply to the render-
ing of or failure to render any "professional
services" or construction management errors
or omissions.
e. This insurance does not apply to "bodily in-
jury" or "property damage" caused by "your
work" and included in the "products -
completed operations hazard" unless the
"written contract requiring insurance" specifi-
cally requires you to provide such coverage
for that additional insured, and then the insur-
ance provided to the additional insured ap-
CG D4 14 04 08
plies only to such "bodily injury" or "property
damage" that occurs before the end of the pe-
riod of time for which the "written contract re-
quiring insurance" requires you to provide
such coverage or the end of the policy period,
whichever is earlier.
2. The following is added to Paragraph 4.a. of SEC-
TION IV — COMMERCIAL GENERAL LIABILITY
CONDITIONS:
The insurance provided to the additional insured
is excess over any valid and collectible "other in-
surance", whether primary, excess, contingent or
on any other basis, that is available to the addi-
tional insured for a loss we cover. However, if you
specifically agree in the "written contract requiring
insurance" that this insurance provided to the ad-
ditional insured under this Coverage Part must
apply on a primary basis or a primary and non-
contributory basis, this insurance is primary to
"other insurance" available to the additional in-
sured which covers that person or organization as
a named insured for such loss, and we will not
share with that "other insurance". But this insur-
ance provided to the additional insured still is ex-
cess over any valid and collectible "other insur-
ance", whether primary, excess, contingent or on
any other basis, that is available to the additional
insured when that person or organization is an
additional insured under any "other insurance".
3. The following is added to SECTION IV — COM-
MERCIAL GENERAL LIABILITY CONDITIONS:
Duties Of An Additional Insured
As a condition of coverage provided to the addi-
tional insured:
a. The additional insured must give us written
notice as soon as practicable of an "occur-
rence" or an offense which may result in a
claim. To the extent possible, such notice
should include:
© 2008 The Travelers Companies, Inc. Page 1 of 2
57 COMMERCIAL GENERAL LIABILITY
i. How, when and where the "occurrence"
or offense took place;
ii. The names and addresses of any injured
persons and witnesses; and
iii. The nature and location of any injury or
damage arising out of the "occurrence" or
offense.
b. If a claim is made or "suit" is brought against
the additional insured, the additional insured
must:
i. Immediately record the specifics of the
claim or "suit" and the date received; and
ii. Notify us as soon as practicable.
The additional insured must see to it that we
receive written notice of the claim or "suit" as
soon as practicable.
c. The additional insured must immediately send
us copies of all legal papers received in con-
nection with the claim or "suit", cooperate with
us in the investigation or settlement of the
claim or defense against the "suit", and oth-
erwise comply with all policy conditions.
d. The additional insured must tender the de-
fense and indemnity of any claim or "suit" to
any provider of other insurance which would
cover the additional insured for a loss we
cover. However, this condition does not affect
whether this insurance provided to the addi-
tional insured is primary to that other insur-
ance available to the additional insured which
covers that person or organization as a
named insured.
4. The following is added to the DEFINITIONS Sec-
tion:
"Written contract requiring insurance" means that
part of any written contract or agreement under
which you are required to include a person or or-
ganization as an additional insured on this Cover-
age Part, provided that the "bodily injury" and
"property damage" occurs and the "personal in-
jury" is caused by an offense committed:
a. After the signing and execution of the contract
or agreement by you;
b. While that part of the contract or agreement is
in effect; and
c. Before the end of the policy period.
© 2008 The Travelers Companies, Inc. CG D4 14 04 08
58 COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
PRIMARY AND NONCONTRIBUTORY -
OTHER INSURANCE CONDITION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
LIQUOR LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
The following is added to the Other Insurance
Condition and supersedes any provision to the
contrary:
Primary And Noncontributory Insurance
This insurance is primary to and will not seek
contribution from any other insurance available
to an additional insured under your policy
provided that:
CG 20 01 12 19
(1) The additional insured is a Named
Insured under such other insurance; and
(2) You have agreed in writing in a contract
or agreement that this insurance would
be primary and would not seek
contribution from any other insurance
available to the additional insured.
© Insurance Services Office, Inc., 2018 Page 1 of 1
59 COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
XTEND ENDORSEMENT FOR ARCHITECTS, ENGINEERS
AND SURVEYORS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
GENERAL DESCRIPTION OF COVERAGE — This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to this Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered.
A. Non -Owned Watercraft — 75 Feet Long Or Less
B. Who Is An Insured — Unnamed Subsidiaries
C. Who Is An Insured — Retired Partners, Members,
Directors And Employees
D. Who Is An Insured — Employees And Volunteer
Workers — Bodily Injury To Co -Employees, Co -
Volunteer Workers And Retired Partners,
Members, Directors And Employees
E. Who Is An Insured — Newly Acquired Or Formed
Limited Liability Companies
F. Blanket Additional Insured — Controlling Interest
G. Blanket Additional Insured — Mortgagees,
Assignees, Successors Or Receivers
PROVISIONS
A. NON -OWNED WATERCRAFT — 75 FEET
LONG OR LESS
1. The following replaces Paragraph (2) of
Exclusion g., Aircraft, Auto Or Watercraft,
in Paragraph 2. of SECTION I —
COVERAGES — COVERAGE A — BODILY
INJURY AND PROPERTY DAMAGE
LIABILITY
(2) A watercraft you do not own that is:
(a) 75 feet long or less; and
(b) Not being used to carry any person
or property for a charge;
2. The following replaces Paragraph 2.e. of
SECTION II — WHO IS AN INSURED
e. Any person or organization that, with
your express or implied consent, either
CG D3 79 02 19
H. Blanket Additional Insured — Governmental
Entities — Permits Or Authorizations Relating To
Premises
I. Blanket Additional Insured — Governmental
Entities — Permits Or Authorizations Relating To
Operations
J. Incidental Medical Malpractice
K. Medical Payments — Increased Limit
L. Amendment Of Excess Insurance Condition —
Professional Liability
M. Blanket Waiver Of Subrogation — When Required
By Written Contract Or Agreement
N. Contractual Liability — Railroads
uses or is responsible for the use of a
watercraft that you do not own that is:
(1) 75 feet long or less; and
(2) Not being used to carry any person
or property for a charge;
B. WHO IS AN INSURED — UNNAMED
SUBSIDIARIES
The following is added to SECTION II — WHO IS
AN INSURED:
Any of your subsidiaries, other than a partnership
or joint venture, that is not shown as a Named
Insured in the Declarations is a Named Insured
if:
a. You are the sole owner of, or maintain an
ownership interest of more than 50% in, such
subsidiary on the first day of the policy
period; and
© 2017 The Travelers Indemnity Company. All rights reserved. Page 1 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 60 COMMERCIAL GENERAL LIABILITY
b. Such subsidiary is not an insured under
similar other insurance.
No such subsidiary is an insured for "bodily
injury" or "property damage" that occurred, or
"personal and advertising injury" caused by an
offense committed:
a. Before you maintained an ownership interest
of more than 50% in such subsidiary; or
b. After the date, if any, during the policy period
that you no longer maintain an ownership
interest of more than 50% in such subsidiary.
For purposes of Paragraph 1. of Section II — Who
Is An Insured, each such subsidiary will be
deemed to be designated in the Declarations as:
a. A limited liability company;
b. An organization other than a partnership,
joint venture or limited liability company; or
c. A trust;
as indicated in its name or the documents that
govern its structure.
C. WHO IS AN INSURED — RETIRED PARTNERS,
MEMBERS, DIRECTORS AND EMPLOYEES
The following is added to Paragraph 2. of
SECTION II — WHO IS AN INSURED
Any person who is your retired partner, member,
director or "employee" that is performing services
for you under your direct supervision, but only for
acts within the scope of their employment by you
or while performing duties related to the conduct
of your business. However, no such retired
partner, member, director or "employee" is an
insured for:
(1) "Bodily injury':
(a) To you, to your current partners or
members (if you are a partnership or
joint venture), to your current members
(if you are a limited liability company) or
to your current directors;
(b) To the spouse, child, parent, brother or
sister of that current partner, member or
director as a consequence of Paragraph
(1)(a) above;
(c) For which there is any obligation to
share damages with or repay someone
else who must pay damages because of
the injury described in Paragraph (1)(a)
or (b) above; or
(d) Arising out of his or her providing or
failing to provide professional health care
services.
Unless you are in the business or occupation
of providing professional health care
services, Paragraphs (1)(a) (b) (c) and (d)
above do not apply to "bodily injury" arising
out of providing or failing to provide first aid
or "Good Samaritan services" by any of your
retired partners, members, directors or
"employees", other than a doctor. Any such
retired partners, members, directors or
"employees" providing or failing to provide
first aid or "Good Samaritan services" during
their work hours for you will be deemed to be
acting within the scope of their employment
by you or performing duties related to the
conduct of your business.
(2) "Personal injury':
(a) To you, to your current or retired
partners or members (if you are a
partnership or joint venture), to your
current or retired members (if you are a
limited liability company), to your other
current or retired directors or
"employees" while in the course of his or
her employment or performing duties
related to the conduct of your business,
or to your other "volunteer workers"
while performing duties related to the
conduct of your business;
(b) To the spouse, child, parent, brother or
sister of that current or retired partner,
member, director, "employee" or
"volunteer worker" as a consequence of
Paragraph (2)(a) above;
(c) For which there is any obligation to
share damages with or repay someone
else who must pay damages because of
the injury described in Paragraph (2)(a)
or (b) above; or
(d) Arising out of his or her providing or
failing to provide professional health care
services.
(3) "Property damage" to property:
(a) Owned, occupied or used by; or
(b) Rented to, in the care, custody or control
of, or over which physical control is
being exercised for any purpose by;
you, any of your retired partners, members
or directors, your current or retired
"employees" or "volunteer workers", any
current partner or member (if you are a
partnership or joint venture), or any current
member (if you are a limited liability
company) or current director.
© 2017 The Travelers Indemnity Company. All rights reserved. CG D3 79 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 61 D. WHO IS AN INSURED - EMPLOYEES AND
VOLUNTEER WORKERS - BODILY INJURY
TO CO -EMPLOYEES, CO -VOLUNTEER
WORKERS AND RETIRED PARTNERS,
MEMBERS, DIRECTORS AND EMPLOYEES
The following is added to Paragraph 2.a.(1) of
SECTION II — WHO IS AN INSURED
Paragraphs (1)(a), (b) and (c) above do not
apply to "bodily injury" to a current or retired co -
"employee" while in the course of the co -
"employee's" employment by you or performing
duties related to the conduct of your business, or
to "bodily injury" to your other "volunteer
workers" or retired partners, members or
directors while performing duties related to the
conduct of your business.
E. WHO IS AN INSURED - NEWLY ACQUIRED
OR FORMED LIMITED LIABILITY COMPANIES
The following replaces Paragraph 3. of
SECTION II — WHO IS AN INSURED
3. Any organization you newly acquire or form,
other than a partnership or joint venture, and
of which you are the sole owner or in which
you maintain an ownership interest of more
than 50%, will qualify as a Named Insured if
there is no other similar insurance available
to that organization. However:
a. Coverage under this provision is
afforded only:
(1) Until the 180th day after you acquire
or form the organization or the end
of the policy period, whichever is
earlier, if you do not report such
organization in writing to us within
180 days after you acquire or form it;
or
(2) Until the end of the policy period,
when that date is later than 180 days
after you acquire or form such
organization, if you report such
organization in writing to us within
180 days after you acquire or form it;
b. Coverage A does not apply to "bodily
injury" or "property damage" that
occurred before you acquired or formed
the organization; and
c. Coverage B does not apply to "personal
and advertising injury" arising out of an
offense committed before you acquired
or formed the organization.
For the purposes of Paragraph 1. of Section
11 — Who Is An Insured, each such
CG D3 79 02 19
COMMERCIAL GENERAL LIABILITY
organization will be deemed to be
designated in the Declarations as:
a. A limited liability company;
b. An organization other than a partnership,
joint venture or limited liability company;
or
c. A trust;
as indicated in its name or the documents
that govern its structure.
F. BLANKET ADDITIONAL INSURED -
CONTROLLING INTEREST
1. The following is added to SECTION II —
WHO IS AN INSURED
Any person or organization that has financial
control of you is an insured with respect to
liability for "bodily injury", "property damage"
or "personal and advertising injury" that
arises out of:
a. Such financial control; or
b. Such person's or organization's
ownership, maintenance or use of
premises leased to or occupied by you.
The insurance provided to such person or
organization does not apply to structural
alterations, new construction or demolition
operations performed by or on behalf of such
person or organization.
2. The following is added to Paragraph 4. of
SECTION II — WHO IS AN INSURED
This paragraph does not apply to any
premises owner, manager or lessor that has
financial control of you.
G. BLANKET ADDITIONAL INSURED -
MORTGAGEES, ASSIGNEES, SUCCESSORS
OR RECEIVERS
The following is added to SECTION II — WHO IS
AN INSURED:
Any person or organization that is a mortgagee,
assignee, successor or receiver and that you
have agreed in a written contract or agreement
to include as an additional insured on this
Coverage Part is an insured, but only with
respect to its liability as mortgagee, assignee,
successor or receiver for "bodily injury", "property
damage" or "personal and advertising injury"
that:
a. Is "bodily injury" or "property damage" that
occurs, or is "personal and advertising injury"
caused by an offense that is committed,
© 2017 The Travelers Indemnity Company. All rights reserved. Page 3 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 62 COMMERCIAL GENERAL LIABILITY
subsequent to the signing of that contract or
agreement; and
b. Arises out of the ownership, maintenance or
use of the premises for which that
mortgagee, assignee, successor or receiver
is required under that contract or agreement
to be included as an additional insured on
this Coverage Part.
The insurance provided to such mortgagee,
assignee, successor or receiver is subject to the
following provisions:
a. The limits of insurance provided to such
mortgagee, assignee, successor or receiver
will be the minimum limits that you agreed to
provide in the written contract or agreement,
or the limits shown in the Declarations,
whichever are less.
b. The insurance provided to such person or
organization does not apply to:
(1) Any "bodily injury" or "property damage"
that occurs, or any "personal and
advertising injury" caused by an offense
that is committed, after such contract or
agreement is no longer in effect; or
(2) Any "bodily injury", "property damage" or
"personal and advertising injury" arising
out of any structural alterations, new
construction or demolition operations
performed by or on behalf of such
mortgagee, assignee, successor or
receiver.
H. BLANKET ADDITIONAL INSURED —
GOVERNMENTAL ENTITIES — PERMITS OR
AUTHORIZATIONS RELATING TO PREMISES
The following is added to SECTION II — WHO IS
AN INSURED:
Any governmental entity that has issued a permit
or authorization with respect to premises owned
or occupied by, or rented or loaned to, you and
that you are required by any ordinance, law,
building code or written contract or agreement to
include as an additional insured on this
Coverage Part is an insured, but only with
respect to liability for "bodily injury", "property
damage" or "personal and advertising injury"
arising out of the existence, ownership, use,
maintenance, repair, construction, erection or
removal of any of the following for which that
governmental entity has issued such permit or
authorization: advertising signs, awnings,
canopies, cellar entrances, coal holes,
driveways, manholes, marquees, hoist away
openings, sidewalk vaults, elevators, street
banners or decorations.
I. BLANKET ADDITIONAL INSURED —
GOVERNMENTAL ENTITIES — PERMITS
OR AUTHORIZATIONS RELATING TO
OPERATIONS
The following is added to SECTION II — WHO IS
AN INSURED:
Any governmental entity that has issued a permit
or authorization with respect to operations
performed by you or on your behalf and that you
are required by any ordinance, law, building code
or written contract or agreement to include as an
additional insured on this Coverage Part is an
insured, but only with respect to liability for
"bodily injury", "property damage" or "personal
and advertising injury" arising out of such
operations.
The insurance provided to such governmental
entity does not apply to:
a. Any "bodily injury", "property damage" or
"personal and advertising injury" arising out
of operations performed for the
governmental entity; or
b. Any "bodily injury" or "property damage"
included in the "products -completed
operations hazard".
J. INCIDENTAL MEDICAL MALPRACTICE
1. The following replaces Paragraph b. of the
definition of "occurrence" in the
DEFINITIONS Section:
b. An act or omission committed in
providing or failing to provide "incidental
medical services", first aid or "Good
Samaritan services" to a person, unless
you are in the business or occupation of
providing professional health care
services.
2. The following replaces the last paragraph of
Paragraph 2.a.(1) of SECTION II — WHO IS
AN INSURED:
Unless you are in the business or occupation
of providing professional health care
services, Paragraphs (1)(a) (b) (c) and (d)
above do not apply to "bodily injury" arising
out of providing or failing to provide:
(a) "Incidental medical services" by any of
your "employees" who is a nurse,
nurse assistant, emergency medical
technician, paramedic, athletic trainer,
audiologist, dietician, nutritionist,
© 2017 The Travelers Indemnity Company. All rights reserved. CG D3 79 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 63 occupational therapist or occupational
therapy assistant, physical therapist or
speech-language pathologist; or
(b) First aid or "Good Samaritan services"
by any of your "employees" or "volunteer
workers", other than an employed or
volunteer doctor. Any such "employees"
or "volunteer workers" providing or failing
to provide first aid or "Good Samaritan
services" during their work hours for you
will be deemed to be acting within the
scope of their employment by you or
performing duties related to the conduct
of your business.
3. The following replaces the last sentence of
Paragraph 5. of SECTION III — LIMITS OF
INSURANCE:
For the purposes of determining the
applicable Each Occurrence Limit, all related
acts or omissions committed in providing or
failing to provide "incidental medical
services", first aid or "Good Samaritan
services" to any one person will be deemed
to be one "occurrence".
4. The following exclusion is added to
Paragraph g. Eatlusions SECTION I —
COVERAGES — COVERAGE A — BODILY
INJURY AND PROPERTY DAMAGE
LIABILITY
Sale Of Pharmaceuticals
"Bodily injury" or "property damage" arising
out of the violation of a penal statute or
ordinance relating to the sale of
pharmaceuticals committed by, or with the
knowledge or consent of the insured.
5. The following is added to the DEFINITIONS
Section:
"Incidental medical services" means:
a. Medical, surgical, dental, laboratory, x-
ray or nursing service or treatment,
advice or instruction, or the related
furnishing of food or beverages; or
b. The furnishing or dispensing of drugs or
medical, dental, or surgical supplies or
appliances.
6. The following is added to Paragraph 4.b.,
Excess Insurance, of SECTION IV —
COMMERCIAL GENERAL LIABILITY
CONDITIONS:
This insurance is excess over any valid and
collectible other insurance, whether primary,
excess, contingent or on any other basis,
CG D3 79 02 19
COMMERCIAL GENERAL LIABILITY
that is available to any of your "employees"
for "bodily injury" that arises out of providing
or failing to provide "incidental medical
services" to any person to the extent not
subject to Paragraph 2.a.(1) of Section II —
Who Is An Insured.
K. MEDICAL PAYMENTS — INCREASED LIMIT
The following replaces Paragraph 7. of
SECTION III — LIMITS OF INSURANCE
7. Subject to Paragraph 5. above, the Medical
Expense Limit is the most we will pay under
Coverage C for all medical expenses
because of "bodily injury" sustained by any
one person, and will be the higher of:
a. $10,000; or
b. The amount shown in the Declarations of
this Coverage Part for Medical Expense
Li mit.
L. AMENDMENT OF EXCESS INSURANCE
CONDITION — PROFESSIONAL LIABILITY
The following is added to Paragraph 4.b.,
Excess Insurance, of SECTION IV —
COMMERCIAL GENERAL LIABILITY
CONDITIONS:
This insurance is excess over any of the other
insurance, whether primary, excess, contingent
or on any other basis, that is Professional
Liability or similar coverage, to the extent the
loss is not subject to the professional services
exclusion of Coverage A or Coverage B
M. BLANKET WAIVER OF SUBROGATION —
WHEN REQUIRED BY WRITTEN CONTRACT
OR AGREEMENT
The following is added to Paragraph $. Transfer
Of Rights Of Recovery Against Others To Us,
of SECTION IV — COMMERCIAL GENERAL
LIABILITY CONDITIONS
If the insured has agreed in a written contract or
agreement to waive that insured's right of
recovery against any person or organization, we
waive our right of recovery against such person
or organization, but only for payments we make
because of:
a. "Bodily injury" or "property damage" that
occurs; or
b. "Personal and advertising injury" caused by
an offense that is committed;
subsequent to the signing of that contract or
agreement.
© 2017 The Travelers Indemnity Company. All rights reserved. Page 5 of 6 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 64 COMMERCIAL GENERAL LIABILITY
N. CONTRACTUAL LIABILITY — RAILROADS
1. The following replaces Paragraph c. of the
definition of "insured contract" in the
DEFINITIONS Section:
c. Any easement or license agreement;
2. Paragraph f.(1) of the definition of "insured
contract" in the DEFINITIONS Section is
deleted.
© 2017 The Travelers Indemnity Company. All rights reserved. CG D3 79 02 19 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 65 COMMERCIAL AUTO
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BUSINESS AUTO EXTENSION ENDORSEMENT
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement.
GEN ERfblrsDE R1R lIONgafo RIA ever, coverage for any
injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to the Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general coverage description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this endorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered.
A.
B.
C.
D.
BROAD FORM NAMED INSURED
BLANKET ADDITIONAL INSURED
EMPLOYEE HIRED AUTO
EMPLOYEES AS INSURED
E. SUPPLEMENTARY PAYMENTS — INCREASED
LIMITS
F. HIRED AUTO — LIMITED WORLDWIDE
COVERAGE — INDEMNITY BASIS
G. WAIVER OF DEDUCTIBLE — GLASS
PROVISIONS
A. BROAD FORM NAMED INSURED
The following is added to Paragraph ,A.1. Who Is
Anof Insured SECTION II — LIABILITY
COVERAGE
Any organization you newly acquire or form
during the policy period over which you maintain
50% or more ownership interest and that is not
separately insured for Business Auto Coverage.
Coverage under this provision is afforded only
until the 180th day after you acquire or form the
organization or the end of the policy period,
whichever is earlier.
B. BLANKET ADDITIONAL INSURED
The following is added to Paragraph c. in ,p.1.
iAttio Is An Insured SECTION II — LIABILITY
COVERAGE
This includes any person or organization who you
are required under a written contract or
agreement between you and that person or
organization, that is signed by you before the
"bodily injury" or "property damage" occurs and
that is in effect during the policy period, to name
CA T3 53 08 17
H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF
USE — INCREASED LIMIT
I. PHYSICAL DAMAGE — TRANSPORTATION
EXPENSES — INCREASED LIMIT
J. PERSONAL EFFECTS
K. AIRBAGS
L. NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS
M. BLANKET WAIVER OF SUBROGATION
N. UNINTENTIONAL ERRORS OR OMISSIONS
as an additional insured for Liability Coverage,
but only for damages to which this insurance
applies and only to the extent of that person's or
organization's liability for the conduct of another
"insured".
C. EMPLOYEE HIRED AUTO
1. The following is added to Paragraph ,p.1.
Who Is An Insured, of SECTION II —
LIABILITY COVERAGE
An "employee" of yours is an "insured" while
operating an "auto" hired or rented under a
contract or agreement in that "employee's"
name, with your permission, while performing
duties related to the conduct of your
business.
2. The following replaces Paragraph b. in B.5.,
Qthr Insurance SECTION IV —
BUSINESS AUTO CONDITIONS:
b. For Hired Auto Physical Damage
Coverage, the following are deemed to be
covered "autos" you own:
© 2016 The Travelers Indemnity Company. All rights reserved. Page 1 of 4 Includes copyrighted material of Insurance Services Office, Inc. with its permission 66 COMMERCIAL AUTO
(1) Any covered "auto" you lease, hire,
rent or borrow; and
(2) Any covered "auto" hired or rented by
your "employee" under a contract in
that individual "employee's" name,
with your permission, while
performing duties related to the
conduct of your business.
However, any "auto" that is leased, hired,
rented or borrowed with a driver is not a
covered "auto".
D. EMPLOYEES AS INSURED
The following is added to Paragraph ,p.1. Who Is
An Insured, of SECTION II — LIABILITY
COVERAGE
Any "employee" of yours is an "insured" while
using a covered "auto" you don't own, hire or
borrow in your business or your personal affairs.
E. SUPPLEMENTARY PAYMENTS — INCREASED
LIMITS
1. The following replaces Paragraph A.2.a.(2)
of SECTION II — LIABILITY COVERAGE
(2) Up to $3,000 for cost of bail bonds
(including bonds for related traffic law
violations) required because of an
"accident" we cover. We do not have to
furnish these bonds.
2. The following replaces Paragraph A.2.a.(4)
of SECTION II — LIABILITY COVERAGE
(4) All reasonable expenses incurred by the
"insured" at our request, including actual
loss of earnings up to $500 a day
because of time off from work.
F. HIRED AUTO — LIMITED WORLDWIDE
COVERAGE — INDEMNITY BASIS
The following replaces Subparagraph e. in
Paragraph B.7., Policy Term, Coverage
T ilritory SECTION IV — BUSINESS AUTO
CONDITIONS
e. Anywhere in the world, except any country or
jurisdiction while any trade sanction,
embargo, or similar regulation imposed by the
United States of America applies to and
prohibits the transaction of business with or
within such country or jurisdiction, for Liability
Coverage for any covered "auto" that you
lease, hire, rent or borrow without a driver for
a period of 30 days or less and that is not an
"auto" you lease, hire, rent or borrow from
any of your "employees", partners (if you are
a partnership), members (if you are a limited
liability company) or members of their
households.
(1) With respect to any claim made or "suit"
brought outside the United States of
America, the territories and possessions
of the United States of America, Puerto
Rico and Canada:
(a) You must arrange to defend the
"insured" against, and investigate or
settle any such claim or "suit" and
keep us advised of all proceedings
and actions.
(b) Neither you nor any other involved
"insured" will make any settlement
without our consent.
(c) We may, at our discretion, participate
in defending the "insured" against, or
in the settlement of, any claim or
"suit".
(d) We will reimburse the "insured":
(i) For sums that the "insured"
legally must pay as damages
because of "bodily injury" or
"property damage" to which this
insurance applies, that the
"insured" pays with our consent,
but only up to the limit described
in Paragraph C. Limit Of
Insurance, of SECTION 11 —
LIABILITY COVERAGE;
(ii) For the reasonable expenses
incurred with our consent for your
investigation of such claims and
your defense of the "insured"
against any such "suit", but only
up to and included within the limit
described in Paragraph CLimit
Of Insurance, of SECTION 11 —
LIABILITY COVERAGE, and not
in addition to such limit. Our duty
to make such payments ends
when we have used up the
applicable limit of insurance in
payments for damages,
settlements or defense expenses.
(2) This insurance is excess over any valid
and collectible other insurance available
to the "insured" whether primary, excess
contingent or on any other basis.
This insurance is not a substitute for
required or compulsory insurance in any
country outside the United States, its
(3)
© 2016 The Travelers Indemnity Company. All rights reserved. CA T3 53 08 17 Includes copyrighted material of Insurance Services Office, Inc. with its permission 67 territories and possessions, Puerto Rico
and Canada.
You agree to maintain all required or
compulsory insurance in any such
country up to the minimum limits required
by local law. Your failure to comply with
compulsory insurance requirements will
not invalidate the coverage afforded by
this policy, but we will only be liable to the
same extent we would have been liable
had you complied with the compulsory
insurance requirements.
(4) It is understood that we are not an
admitted or authorized insurer outside the
United States of America, its territories
and possessions, Puerto Rico and
Canada. We assume no responsibility for
the furnishing of certificates of insurance,
or for compliance in any way with the
laws of other countries relating to
insurance.
G. WAIVER OF DEDUCTIBLE — GLASS
The following is added to Paragraph D.,
Qedfactible SECTION III — PHYSICAL
DAMAGE COVERAGE
No deductible for a covered "auto" will apply to
glass damage if the glass is repaired rather than
replaced.
H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF
USE — INCREASED LIMIT
The following replaces the last sentence of
Paragraph A.4.b. Lads Of Use Expenses
SECTION III — PHYSICAL DAMAGE
COVERAGE
However, the most we will pay for any expenses
for loss of use is $65 per day, to a maximum of
$750 for any one "accident".
I. PHYSICAL DAMAGE — TRANSPORTATION
EXPENSES — INCREASED LIMIT
The following replaces the first sentence in
Paragraph A.4.a. Tainsportation Expenses
SECTION III — PHYSICAL DAMAGE
COVERAGE
We will pay up to $50 per day to a maximum of
$1,500 for temporary transportation expense
incurred by you because of the total theft of a
covered "auto" of the private passenger type.
J. PERSONAL EFFECTS
The following is added to Paragraph A.4.,
Coverage Extensions SECTION III —
PHYSICAL DAMAGE COVERAGE
CA T3 53 08 17
COMMERCIAL AUTO
Personal Effects
We will pay up to $400 for "loss" to wearing
apparel and other personal effects which are:
(1) Owned by an "insured"; and
(2) In or on your covered "auto".
This coverage applies only in the event of a total
theft of your covered "auto".
No deductibles apply to this Personal Effects
coverage.
K. AIRBAGS
The following is added to Paragraph B.3.,
Fxofusions SECTION III — PHYSICAL
DAMAGE COVERAGE
Exclusion 3.a. does not apply to "loss" to one or
more airbags in a covered "auto" you own that
inflate due to a cause other than a cause of "loss"
set forth in Paragraphs A.1.b. and A.1.c., but
only:
a. If that "auto" is a covered "auto" for
Comprehensive Coverage under this policy;
b. The airbags are not covered under any
warranty; and
c. The airbags were not intentionally inflated.
We will pay up to a maximum of $1,000 for any
one "loss".
L. NOTICE AND KNOWLEDGE OF ACCIDENT OR
LOSS
The following is added to Paragraph Ala.
SECTION IV — BUSINESS AUTO CONDITIONS:
Your duty to give us or our authorized
representative prompt notice of the "accident" or
"loss" applies only when the "accident" or "loss" is
known to:
(a) You (if you are an individual);
(b) A partner (if you are a partnership);
(c) A member (if you are a limited liability
company);
(d) An executive officer, director or insurance
manager (if you are a corporation or other
organization); or
(e) Any "employee" authorized by you to give
notice of the "accident" or "loss".
M. BLANKET WAIVER OF SUBROGATION
The following replaces Paragraph ,p.5. Transfer
Of Rights Of Recovery Against Others To Us
of SECTION IV — BUSINESS AUTO
CONDITIONS
© 2016 The Travelers Indemnity Company. All rights reserved. Page 3 of 4 Includes copyrighted material of Insurance Services Office, Inc. with its permission 68 COMMERCIAL AUTO
5. Transfer Of Rights Of Recovery Against
Others To Us
We waive any right of recovery we may have
against any person or organization to the
extent required of you by a written contract
signed and executed prior to any "accident"
or "loss", provided that the "accident" or "loss"
arises out of operations contemplated by
such contract. The waiver applies only to the
person or organization designated in such
contract.
N. UNINTENTIONAL ERRORS OR OMISSIONS
The following is added to Paragraph B.2.,
Concealment, Misrepresentation, Or Fraud, of
SECTION IV — BUSINESS AUTO CONDITIONS:
The unintentional omission of, or unintentional
error in, any information given by you shall not
prejudice your rights under this insurance.
However this provision does not affect our right to
collect additional premium or exercise our right of
cancellation or non -renewal.
© 2016 The Travelers Indemnity Company. All rights reserved. CA T3 53 08 17 Includes copyrighted material of Insurance Services Office, Inc. with its permission 69 COMMERCIAL AUTO
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED - PRIMARY AND
NON-CONTRIBUTORY WITH OTHER INSURANCE
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
PROVISIONS
1. The following is added to Paragraph A.1.c., Who
Is oAn Insured SECTION II — LIABILITY
COVERAGE
This includes any person or organization who you
are required under a written contract or
agreement between you and that person or
organization, that is signed by you before the
"bodily injury" or "property damage" occurs and
that is in effect during the policy period, to name
as an additional insured for Liability Coverage,
but only for damages to which this insurance
applies and only to the extent of that person's or
organization's liability for the conduct of another
"insured".
CA T4 74 08 17
2. The following is added to Paragraph B.5., Other
Insurance of SECTION IV — BUSINESS AUTO
CONDITIONS
Regardless of the provisions of paragraph a. and
paragraph d. of this part 5. Other Insurance, this
insurance is primary to and non-contributory with
applicable other insurance under which an
additional insured person or organization is the
first named insured when the written contract or
agreement between you and that person or
organization, that is signed by you before the
"bodily injury" or "property damage" occurs and
that is in effect during the policy period, requires
this insurance to be primary and non-contributory.
© 2016 The Travelers Indemnity Company. All rights reserved. Page 1 of 1 Includes copyrighted material of Insurance Services Office, Inc. with its permission. 70 TRAVELERSJ
WORKERS COMPENSATION
AND
EMPLOYERS LIABILITY POLICY
ENDORSEMENT WC 00 03 13 (00)—
POLICY NUMBER: UB-C138878A
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit any one not named in the Schedule.
SCHEDULE
DESIGNATED PERSON:
Any person or organization for which the insured has agreed by written contract executed prior to loss to furnish this waiver.
DESIGNATED ORGANIZATION:
DATE OF ISSUE: ST ASSIGN:
71