CITY OF SAN LEANDRO | BUILDING AND SAFETY SERVICES 1-1
Attachment A
SCOPE OF SERVICES, COMPENSATION SCHEDULE AND REIMBURSABLE EXPENSES Scope of Services
Plan Review
TRB and Associates (TRB) is prepared to perform as-needed plan review services for residential, multi-family residential, commercial, and industrial projects encompassing building code, electrical, plumbing, mechanical, fire protection, Title-24 energy, accessibility, and green building standards; as well as grading, drainage, floodplain, wildland urban interface fire severity zone, stormwater, grading, hazardous materials, and State housing law Title-25 factory-built structure considerations, as applicable. Our reviews consider all relevant project documentation including plans, specifications, calculations, and other related correspondence to verify conformance to adopted local codes, ordinances, regulations, and standards, including the following California Building Standards Codes:
2019 California Building Code
2019 California Residential Code
2019 California Electrical Code
2019 California Plumbing Code
2019 California Mechanical Code
2019 California Fire Code
2019 California Energy Code
2019 California Green Building Standards Code
Alternate Material and Methods
TRB and Associates recognizes that there are alternate materials and methods of construction that can be used to satisfy and comply with the provisions of the code. Our experience with the use of alternate materials, alternate design and methods of construction enhances our ability to solve specific issues that arise in design and construction.
Electronic Plan Review
As an alternative to review hardcopy media, TRB is equipped to review electronic documents should it be the desire of the City to accept submittals electronically. The staff of TRB has been leaders in the field of digital plan review and workflow management; as such, we have the experience and know-how to efficiently manage the review of electronic documents. In addition to having our own system, our team has extensive experience working with several electronic plan review systems including DigEplan, Bluebeam and ProjectDox.
Plan Review Process
The following process represents an example plan review workflow. Please note that the plan review workflow utilized for the City would align with the City’s specific workflow requirements and needs.
Step 1 - Preliminary Discussions:
Prior to beginning our initial plan review project, our Project Manager proposes to conduct a meeting or conference call the City to verify local code policies, documentation procedures, plan processing protocols, plan review checklist items, and scheduling.
Step 2 – Initial Review:
Once we receive a complete set of plan documents, we will perform our plan review in the agreed-upon timeframe, checking for compliance to all applicable code standards.
CITY OF SAN LEANDRO | BUILDING AND SAFETY SERVICES 1-2
SCOPE OF SERVICES, COMPENSATION SCHEDULE AND REIMBURSABLE EXPENSES
In general, plan review turnaround timeframe is ten (10) business days for initial reviews and five (5) business days for rechecks and revisions. Timeframes for large-size projects will be confirmed with the City staff prior to proceeding with the review.
All corrections are identified based on compliance with specified codes and regulations and worded so the designer will know what needs attention and how to respond to the issue stated. Generally, corrections are identified in two ways:
Notes can be made on plans as appropriate and authorized to assist in locating the issue on the plans. A correction sheet is generated detailing what items need to be addressed before plans can be approved.
The client will receive a copy of each correction list, as well as a cover memo containing the following:
The date plans were reviewed by TRB and Associates.
The date that the applicant/applicant’s designee was notified that the plan review was completed.
Step 3 – Transmittal of Plans and Comment Lists for Plan Review:
At the heart of our approach in delivering our services to you, is the recognition that there must be a coordinated effort to track and coordinate all submittals and requests received. To help assure that submittals are properly coordinated and tracked, TRB and Associates has established an internal plan review coordination process to ensure that each plan received for review is properly handled, processed, and returned on time. Our plan tracking procedures are computerized to track each submittal through the review process and maintain accurate and comprehensive records for each submittal.
Upon completion of our review, any comments generated are consolidated into a correction letter which is forwarded to the applicant; at the same time, an electronic copy is sent to the City for its reference.
Step 4 – Rechecks:
Upon receipt of the resubmittal package from the applicant, we will notify the City (via email) that we have received the package.
Once we have verified that the resubmittal package is complete, we perform a recheck in the agreed-upon timeframe. This process is repeated until the project plan documents are ready to be recommended for approval.
Step 5 – Plan Approval:
When all review comments are satisfied, we will forward two sets of all relevant correspondence bearing our company’s “Reviewed for Code Compliance” stamp (including plans, calculations, and specifications), along with a transmittal letter indicating our recommendation for project approval, and the project file to the City for processing.
Shipping and Delivery of Plans
TRB provides pre-printed overnight shipping labels and/or pickup services to facilitate the transport of plan submittals to our office. Please note that the pickup, shipment and delivery of plan documents and other relevant correspondence to the City is provided at no additional cost to the City.
Building Code Consultation and Code Instruction
TRB is prepared to offer general Building Code Consultation and Code Instruction support to the City and a range of technical subjects. Our staff includes subject-matter experts and award-winning instructors in construction code compliance. Of note, our team members are currently providing extensive training on the 2019 California Building and Residential Codes to TRB clients, local ICC Chapters, and CALBO Education Week attendees.
CITY OF SAN LEANDRO | BUILDING AND SAFETY SERVICES 1-3
SCOPE OF SERVICES, COMPENSATION SCHEDULE AND REIMBURSABLE EXPENSES Building Inspection
TRB is prepared to perform inspection, referring to building plans, structural plans, and material specifications for structures located within the City limits, upon 24-hour notice. Our inspectors are proficient at verifying project conformance to model code standards (Building, Electrical, Mechanical, Plumbing, Green Building and 2019 California Energy Code Energy & Accessibility) and locally adopted ordinances.
TRB provides all labor and technical, administrative, professional, and other personnel; supplies, materials, equipment, and all other resources necessary to perform the specified work. TRB will use existing City forms or can develop correction sheets which meet with the approval of the City and shall maintain written lists of corrections needed to ensure conformance to codes and regulations.
Field Inspection Process
Our experienced team includes individuals with extensive field inspection experience on a range of project assignment types including municipality “Called Inspections,” “Clerk of the Works,” and “Inspector of Record” roles; our team can assist with a broad range of inspection responsibilities. Our scope of service areas includes residential, commercial, and industrial facilities, capital improvement projects, municipal agency services and infrastructure revitalization.
Our inspectors are careful to document all inspection activities, adhere to agency-adopted protocols, and follow field procedures and policies as dictated by the Building Official. TRB will maintain daily inspection records and all necessary documents on file for reference by the City. To confirm, TRB staff are available for applicant inquiries and/or conferences during normal City business hours.
Our inspections include those identified in the California Model Codes and would be amended or modified as directed by the City.
Foundation Inspection
Framing Inspection(s)
Electrical, Mechanical and Plumbing systems inspection Lath and/or Gypsum Board Inspection
Fire Code Inspection (if requested), e.g., fire suppression systems, alarms, etc. Concrete Slab or under-floor Inspection
Energy Efficiency Measures Inspection
Green Building Inspection
Fire Resistive Rated Construction Inspection
Floodplain Inspection
Final Inspection
Remote Virtual Inspection (RVI) Option
Many public agencies are considering or have started using virtual programs to provide remote inspection services. Several of our clients have successfully implemented a virtual inspection program. The system allows staff to keep doing their jobs while abiding by social-distancing requirements. Programs such as Inspected.com (a teaming effort with the ICC) or Blitzz charge a per inspection fee as well as an annual lease of their software. Inexpensive tools like Facetime, Skype, Google Duo, Zoom and Microsoft Teams are also being used. It is important to note that TRB currently utilizes Microsoft Teams and Facetime for these services but can utilize other programs as requested.
CITY OF SAN LEANDRO | BUILDING AND SAFETY SERVICES 1-4
SCOPE OF SERVICES, COMPENSATION SCHEDULE AND REIMBURSABLE EXPENSES Building Department Administration and Permit Processing TRB is prepared to provide Administration and Permit Processing services support to the City on an as-needed basis. TRB staff are prepared to work at City offices as an extension of staff under the supervision of the Chief Building Official or their designee with the knowledge, skills, and abilities to perform the following functions:
Permit Technician / Administrative Assistant
Enter permit and related data into the City permit tracking system. Research, compile and prepare various limited reports and presentation graphics. Assist inquiries regarding building, planning, and engineering permit requirements, application and permit fees, application filing procedures and processing, and permit status. Accept permit and related applications and collect fees. Screen plans and application materials for completeness and for conformance with City ordinances standards, policies, and guidelines.
Review application materials for compliance with conditions of project approval; route plans to other City departments for review; approve and issue minor permits; research and respond to inquiries.
Civil Engineering Plan Review and Construction Inspection The TRB team is equipped to perform civil engineering plan review and construction inspection support to the City on an asneeded basis. TRB plan reviewers and inspectors will work with City staff to ensure that all work conforms to the project construction documents, Codes and Ordinances including Grading Code, APWA Standard Specifications, AWWA Standards, State (2019 California Energy Code) and Federal (ADA) Building Codes related to site accessibility.
Civil Engineering Plan Review
Plan review subdivision maps, parcel maps, and improvement drawings. Our project manager shall assign a California Licensed Civil or Structural engineer who is qualified to review subdivision maps, parcel maps, site development plans and construction drawings.
Maintain engineering records.
Provide engineering advice and recommendations to Planning, Building and Public Works divisions. Provide consultation regarding current development review to the Chief Building Official, Planning Manager and Engineer. Assist City staff with code interpretation and application of state and federal regulations. Perform related duties as assigned by City.
Construction Inspection
Oversee Quality Assurance of the construction activities to verify conformance to plans and specifications. Document all work, contractor and subcontractor personnel and equipment, and field orders daily. Maintain onsite project log and as-built schedule report. Prepare daily reports of observations and activities. Maintain a daily inspection report containing a record of weather, contractors, work onsite, number of workers, work accomplished, problems encountered, solutions agreed upon, and other similar relevant data as directed by City. Perform daily photo-documentation of the progress of the project in accordance with City practice. Monitor establishment and application of appropriate Contractor site safety programs. Monitor and report on applicable Erosion Control and SWPP provisions. Perform related duties as assigned by the City.
CITY OF SAN LEANDRO | BUILDING AND SAFETY SERVICES 1-5
SCOPE OF SERVICES, COMPENSATION SCHEDULE AND REIMBURSABLE EXPENSES Compensation Schedule and Reimbursable Expenses
TRB and Associates offers the following fixed-fee and hourly rate schedules for services provided. Please note that Building Plan Review services are rendered on either a fixed fee or hourly rate basis, as noted below. If additional services are requested such as Code Consultation & Code Instruction, Fire Plan Review, Building Inspection, Permit Processing, Staff Augmentation and Other services (e.g., CASp consulting), those services can be provided on an hourly basis at rates shown in the provided Schedule of Hourly Rates and Reimbursables.
Plan Review Services
Our plan review fees may be calculated as a percentage of the total Building Division Plan Check Fee collected by the City. The fee compensation shown covers three total plan review cycles – the initial plan review and two rechecks. Any further review cycles which become necessary and reviews of revisions to approved plans would be billed based upon a negotiated hourly rate. Please note that the turnaround timeframe for providing expedited and express plan reviews would be negotiated/mutually agreed upon prior to commencement of the review. Please also note that all plan reviews are subject to a minimum $250 fee.
Turnaround Timeframe
(in business days)
Structural Only
Review
M/E/P Only
Review
Complete Review
(Structural, Life
Safety/Disabled Access,
M/E/P, Green,
Title 24 Energy)
Standard*
‐ 10 days first check
‐ 5 days rechecks
50% 50% 65%
Expedited**
‐ 5 to 7 days first check
‐ 5 days rechecks
Standard fee plus an
additional 50 percent
Standard fee plus an
additional 50 percent
Standard fee plus an
additional 50 percent
* For exceptionally large/complex projects, 15-day first check and 10 day rechecks may apply, as mutually agreed upon prior to commencement of review.
** Turnaround timeframe would be mutually agreed upon prior to commencement of work. *** Note: For other review scope combinations not specifically identified in the above table (e.g. Electrical Only, Mechanical/Plumbing Only, etc.), the fee compensation would be on an hourly basis.
Please note that the pickup, shipment, and delivery of hardcopy and/or electronic plan documents and other relevant correspondence to the City is included in the above-noted cost.
CITY OF SAN LEANDRO | BUILDING AND SAFETY SERVICES 1-6
SCOPE OF SERVICES, COMPENSATION SCHEDULE AND REIMBURSEABLE EXPENSES
Hourly Rate Schedule
The following billing rates apply for services rendered on an hourly basis:
Position Hourly Rate
Principal $165.00
Project / Division Manager $150.00
Building Official $145.00
Assistant Building Official $135.00
Plan Review Task Leader $145.00
Senior Plan Review Engineer/Architect $130.00
Senior Plans Examiner (Building & Fire) $125.00
Plan Review Engineer/Architect $115.00
Plans Examiner (Building & Fire) $110.00
Engineering Technician $ 90.00
Permit Technician III $ 85.00
Permit Technician II $ 75.00
Permit Technician I $ 65.00
Clerical/Admin $ 58.00
Fire Protection Engineer $185.00
CASp Certified Inspector/Examiner $125.00
Grading/Storm Water Plan Review Engineer $185.00
QSP Storm Water Inspector $185.00
Inspection Task Leader / Inspector of Record $135.00
Supervising Inspector $120.00
Senior Inspector III $110.00
Senior Inspector II $105.00
Senior Inspector I $100.00
Inspector II $ 90.00
Inspector I $ 85.00
Intern Inspector $ 70.00
Overtime, Emergency, Expedited, and After-hours work is billed at the above-noted rates plus an additional 50 percent (Note that no overtime will be charged without client authorization) Project inspections subject to prevailing wage requirements are at the above-published rates plus 30 percent. All requested inspection and other staff-augmentation services are subject to a minimum 4-hour fee. Reimbursement for direct expenses, incurred in connection with the work, will be at cost plus 15 percent. Reimbursement for non-City vehicles used in connection with the work will be at the current IRS rate plus 20 percent per mile. Other in-house charges for prints, reproductions and equipment use, etc. will be at standard company rates.
The above Schedule is valid through June 30, 2022 and may be adjusted thereafter in accordance with City requirements.* *Any requests for a rate increase after the first year will be submitted in writing at least 30 days in advance to the Building Safety Division