I. CALL TO ORDER
II. ROLL CALL
III. PUBLIC COMMENT - CLOSED SESSION ITEMS
IV. CLOSED SESSION
V. CLOSED SESSION REPORTS
CITY OF SOLEDAD
JOINT CITY COUNCIL/SUCCESSOR AGENCY/HOUSING AUTHORITY AND SUCCESSOR
HOUSING AGENCY REGULAR MEETING AGENDA
WEDNESDAY, JUNE 18, 2025
CITY HALL, COUNCIL CHAMBERS
5:00 PM
https://cityofsoledad.zoom.us/j/87980638244
Or Call
1-669-900-6833 and use Meeting ID: 879 8063 8244
Welcome to your City of Soledad City Council/Successor Agency Meeting. Your City Councilmembers/Agencymembers are:
Mayor Anna Velazquez
Mayor Pro Tem Fernando Cabrera
Councilmember Fernando Ansaldo-Sanchez
Councilmember Evarista Banuelos
Councilmember Ben Caldera
At this time, any member of the public may address the Council/Agency on Closed Session items appearing on the agenda. Speakers shall have limited time of three (3) minutes. Please be brief and to the point.
1. The City Council will recess to Closed Session to consider personnel matters pursuant to Government Code Section 54957(B)(1) - City Manager Evaluation.
2. The City Council will recess to closed session pursuant to Government Code Section 54956.8 to give instructions to the City’s negotiator concerning the sale/exchange/lease of property located at 1232 Monterey Street, APN 022-042-015-000. 1 1
VI. PLEDGE OF ALLEGIANCE
VII. ADDITIONS/MODIFICATIONS TO THE AGENDA
VIII. PUBLIC COMMENT
IX. COUNCIL PRESENTATIONS
X. CONSENT CALENDAR
1. Minutes
2. Warrants
3. Resolution No. 6246, A Resolution of the City Council of the City of Soledad Approving a NonExclusive Professional Service Agreement with 4LEAF Inc. in an Amount not to Exceed $110,000 for Plan Review, Inspection, Building Official, and Related Services, Upon Approval of the FY 25/26 Budget, and Authorizing the City Manager to Execute Said Agreement; and Resolution No. 6247, A Resolution of the City Council of the City of Soledad Approving a NonItems of business may be added to the agenda upon a motion adopted by a minimum 2/3 vote finding that there is a need to take immediate action and that the need for action came to the attention of the City subsequent to the agenda being posted. Items may be deleted from the agenda upon request of staff or upon action of the Council.
At this time any member of the public may address the City Council on items not appearing on the agenda and items of interest to the public that are within the jurisdiction of the Council. A public comment card should be filled out completely to ensure the speaker is called upon to give comment. Public comments are generally limited to three (3) minutes; the mayor may further limit the time for public comments depending on the agenda schedule. Please be brief and to the point.
No action or discussion shall be taken on an item not appearing on the agenda.
1. A Proclamation of the City Council of the City of Soledad recognizing June 19, 2025, as Juneteenth Day
All matters listed under the Consent Calendar are considered routine by the City Council and will be adopted by one action of the Council unless any Councilmember has any questions or wishes to make a statement or discuss an item. In that event, the mayor will remove the item from the Consent Calendar for separate consideration.
Attachments:
Staff Report
Minutes of 06/04/2025
COUNCIL ACTION: ________________________________
Attachments:
Staff Report
05/29/2025 - 06/11/2025
COUNCIL ACTION: ________________________________
2 2
Exclusive Professional Service Agreement with CSG Consultants Inc. in an Amount not to Exceed $100,000 for Technical Building and Planning Division Services for Special Projects Upon Approval of the FY 25/26 Budget, and Authorizing the City Manager to Execute Said Agreement
4. Resolution No. 6250, A Resolution of the City Council of the City of Soledad Approving the Memorandum of Understanding (MOU) with the Soledad Unified School District in Support of the Soledad Youth Safety Network (SYSN) in Substantial Form and Authorizing the City Manager to Execute Said MOU
5. Resolution No. 6251, A Resolution of the City Council of the City Of Soledad Authorizing the City Manager to Execute a No-Cost Memorandum of Understanding (MOU) with Monterey County, on Behalf of the Monterey County Health Department for the Installation of a Naloxone (Narcan) and Fentanyl Test Strip Kiosk at the Soledad Fire Station
6. Resolution No. 6252, A Resolution Retroactively Extending the Employment Agreement Between the Soledad City Council/Successor Agency/Successor Housing Agency/Soledad Housing Authority and Megan Hunter
XI. PUBLIC HEARING NO. 1
Attachments:
Staff Report
Resolution No. 6246
Exhibit A - Consulting Services Agreemet - 4Leaf
Resolution No. 6247
Exhibit A - Consulting Services Agreement - CSG
COUNCIL ACTION: ________________________________
Attachments:
Staff Report
Resolution No. 6250
Exhibit A
COUNCIL ACTION: ________________________________
Attachments:
Staff Report
Resolution No. 6251
Exhibit A - MOU with Health Department for Narcan Kiosk Narcan Vending Kiosks
COUNCIL ACTION: ________________________________
Attachments:
Staff Report
Resolution No. 6252
COUNCIL ACTION: ________________________________
3 3
1. Consideration of Public Hearing Regarding Vacancies and Recruitment and Retention Efforts
XII. PUBLIC HEARING NO. 2
1. Resolution No. 6248, a Resolution of the City Council of the City of Soledad Approving a New Franchise Agreement Between the Cities Of Gonzales, Soledad and Greenfield, and Tri-Cities Disposal and Recycling Services, Inc. From July 1, 2025 Through June 30, 2035 in Substantial form and Content and Authorizing the City Manager to Execute said Agreement on Behalf of City of Soledad and Approving the FY 2025-26 Garbage Collection and Disposal Rates
XIII. BUSINESS
1. Resolution No. 6245/SA-2025-01, A Joint Resolution of the City Council of the City of Soledad and the Successor Agency of the Soledad Redevelopment Agency Approving the 2025-2026 Fiscal Year Budget (Exhibit A) and Approving and/or Directing Implementation of Other Budget Related Actions
Receive the Staff Report
Open the Public Hearing
Close the Public Hearing
Council Action
Attachments:
Staff Report
AB 2561 Requirement - Notice of Public Hearing - SEIU
AB 2561 Requirement - Notice of Public Hearing - SPOA
Receive the Staff Report
Open the Public Hearing
Close the Public Hearing
Council Action
Attachments:
Staff Report
Resolution No. 6248
Exhibit A
Attachment A
Attachments:
Staff Report
Budget Presentation
Resolution No. 6245/SA-2025-01
Exhibit A - Fiscal Year 2025-26 Proposed Budget and Capital Improvement Program Exhibit B
Exhibit C
Exhibit D
COUNCIL ACTION: ________________________________
4 4
2. Resolution No. 6249, A Resolution of the City Council of the City of Soledad Approving a Contract Change Order for Construction Services with Monterey Peninsula Engineering for the Amount of $32,144 for a Total-Not-to-Exceed Amount of $480,038 for the Soledad Fire Department Aerial Apparatus Bay (Phase 1) Project and Authorizing the City Manager to Execute Said Contract Change Order on Behalf of the City of Soledad
3. Update on the City’s Ongoing Immigration Efforts and Work of the Ad Hoc Committee on Immigration
XIV. MAYOR'S REPORTS AND ACKNOWLEDGEMENTS
XV. COUNCILMEMBERS' REPORTS AND ACKNOWLEDGEMENTS
XVI. CITY MANAGER'S REPORT
XVII. FUTURE AGENDA ITEMS
XVIII.ADJOURNMENT
Attachments:
Staff Report
Resolution No. 6249
Exhibit A
COUNCIL ACTION: ________________________________
Attachments:
Staff Report
Attachment A - Memo on Federal Funding Conditions and Sanctuary Jurisdictions Attachment B - Memo on Immigration Related Legislation
COUNCIL ACTION: ________________________________
In compliance with the American with Disabilities Act, if you need special assistance to participate in this meeting, please contact Deputy City Clerk Darlene Noriega at (831) 223-5014. Notification of at least 48hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting. (RCRF 35.102-35.104).
Any writing or documents provided to a majority of the City Council regarding any item on this agenda will be made available for public inspection at City Hall located at 248 Main Street, Soledad, California during normal business hours.
En caso que usted necesite ayuda en leer o en entender este aviso de Junta Publica, usted puede ponerse en contacto con la oficina del Edificio Municipal en 248 Calle Main o llamar al número (831) 223-5014, y el aviso será traducido para usted.
Cualquier escrito o documento proporcionado a la mayoría del Concejo Municipal con respecto a cualquier asunto en esta agenda se pondrá a disposición para inspección pública en el Ayuntamiento ubicado en 248 Main Street, Soledad, California durante el horario laboral.
Advanced submittal of public comments via email are due by 2:00 P.M. on the day of the scheduled 5 5
meeting to the Deputy City Clerk at [email protected] Comments are limited to 250 words or less and effort will be made to read your comment into the record, but some comments may not be read due to time limitations. The City Clerk will read email comments, provided that the reading shall not exceed three (3) minutes. The email comments submitted shall become part of the record.
La entrega anticipada de comentarios públicos por correo electrónico debe presentarse antes de las 2:00 p.m. del día de la reunión programada a la Secretaria Municipal al email [email protected]. Los comentarios están limitados a 250 palabras o menos y se hará un esfuerzo para leer su comentario en el registro, pero es posible que algunos comentarios no se lean debido a limitaciones de tiempo. La Secretaria Municipal leerá los comentarios del correo electrónico, siempre que la lectura no exceda los tres (3) minutos. Los comentarios enviados por correo electrónico pasarán a formar parte del registro.
.
6 6
06/13/2025
CERTIFICATION
I, Megan Hunter, City Clerk of the City of Soledad, do hereby certify that a copy of the foregoing Joint City Council/Successor Agency Regular Meeting Agenda was posted at City Hall by Friday, June 13, 2025, at 5:00 p.m.
Megan Hunter, City Clerk/Manager
7 SUBJECT: Minutes
TO: Honorable Mayor Velazquez and City Council
FROM: Darlene Noriega, Deputy City Clerk
COUNCIL COMMUNICATION
THROUGH: Megan Hunter, City Manager
MEETING
DATE: June 18, 2025
AGENDA ITEM NO. 1.
8 Minutes
City of Soledad
Joint City Council/Successor Agency/Housing Authority/Successor Housing Agency/ Regular Meeting
June 04, 2025
CALL TO ORDER
Mayor Velazquez called the Joint City Council/ Successor Agency/ Housing Authority/ Successor Housing Agency/ Regular Meeting to order at 6:03 p.m.
ROLL CALL
The Following Councilmembers/Agency members were present when the meeting was called to order:
Mayor/Chair Anna M. Velazquez
Mayor Pro Tem/Agency Member Fernando Cabrera – Present in the meeting via Zoom Councilmember/Agency Member Fernando Ansaldo-Sánchez
Councilmember/Agency Member Evarista Bañuelos
Councilmember/Agency Member Ben Caldera
*Mayor Pro Tem Fernando Cabrera is participating from a remote location:
976 La Colina Street, Soledad, CA 93960
THE FOLLOWING COUNCILMEMBER WAS ABSENT
None
PLEDGE OF ALLEGIANCE
Maria Rusconi led the Pledge of Allegiance.
ADDITIONS/MODIFICATIONS TO THE AGENDA
City Manager Hunter had one modification to the Agenda:
1. The Certificates of Recognition that were scheduled to be presented to the Soledad Little League will be presented at a future meeting, either June 18, 2025, or July 02, 2025.
PUBLIC COMMENT
Maria Rusconi said she likes all the improvements the City has made to improve vehicle traffic and pedestrian safety. She would like to see improvements for East and Market Streets, as vehicles stick out, which is dangerous. Also, the roundabout and the MST stop are in that area, and the cars are protruding out, which makes things dangerous for pedestrians. She would also like the MST route to be positioned closer to the seniors' area because it is a very long walk for our seniors.
Soledad Cemetery Board Vice President John Ordunezsaid he is happy with the outcome of the Memorial Day Ceremony that took place at the Soledad Cemetery. He would also like to ensure that something is 9 City of Soledad City Council/Successor Agency Regular Meeting Minutes of June 4, 2025
done for Mario Martinez on July 6th. He said he will work with Mayor Pro Tem Cabrera to create an outcome.
YOUTH COUNCIL REPORT
1. Youth Council Year-End Report and Life Skills Initiative Presentation Youth Commissioners Angelina Flores and Geovani Bravo presented the survey results.
City Councilmembers thanked the youth commissioners for their efforts.
Mayor Velazquez presented the following Youth Commissioners with Certificates of Recognition in honor of their dedication and leadership.
1. Angelina Flores – Soledad Youth Council Commissioner
2. Natalie Millan – Soledad Youth Council Commissioner
3. Melissa Duenez – Soledad Youth Council Member
4. Jasmine Lara – Soledad Youth Council Members
5. Kimberly Flores – Soledad Youth Council Member
6. Chikamso Elelleh – Soledad Youth Council Member
7. Joselyn Amaro – Soledad Youth Council Member
8. Alyssa Perez – Soledad Youth Council Member
9. Isaac Pizano - Soledad Youth Council Member
COUNCIL PRESENTATIONS
1. A Proclamation of the City Council of the City of Soledad recognizing June 3rd, 2025, as World Bicycle Day.
Transportation Agency for Monterey County Bike and Pedestrian Committee transportation Planner Ariadne Sambrano was present at the meeting and accepted the proclamation. She also thanked the council for the proclamation.
The proclamation will be displayed on the City of Soledad website.
CONSENT CALENDAR
There were no public comments.
Motion: Councilmember Banuelos motioned to approve items C-1 through C-13. Motion was seconded by Councilmember Ansaldo-Sanchez and carried by unanimous vote:
Action
Ayes: Banuelos, Ansaldo-Sanchez, Caldera, Cabrera, Velazquez Noes: None
Abstain: None
Absent: None
C-1. Minutes of 05/21/2025
10 City of Soledad City Council/Successor Agency Regular Meeting Minutes of June 4, 2025
C-2. Warrants of 05/14/2025 – 05/28/2025
C-3. Human Resources Activity Report
C-4. Parks and Recreation Department Activity Report
C-5. Police Department Activity Report
C-6. Fire Department Activity Report
C-7. Community and Economic Development Department Activity Report C-8. Public Works Department Activity Report
C-9. Resolution No. 6234, A Resolution of the City Council of the City of Soledad Accepting a list of projects funded by SB 1: The Road Repair and Accountability Act for Fiscal Year 2025/2026 C-10. Resolution No. 6235, A Resolution of the City Council of the City of Soledad Approving In-Kind Services and the Street Closure of Main Street Between Monterey Street and Market Street for the 39th Annual Our Lady of Solitude Fiesta
C-11. Resolution No. 6236, A Resolution of the City Council of the City of Soledad Approving In-Kind City Services, Waiving of Park Fees and Approving the Street Closure of Andalucia Drive Between North Street and Ticino Street for the Annual 4th of July Festivities C-12. Resolution No. 6243, A Resolution of the City Council of the City of Soledad Declaring Surplus Equipment and Authorizing the Sale, Donation, or Disposal of Such Property C-13. Resolution No. 6244, A Resolution of the City Council of the City of Soledad Appointing Mayor Anna Velazquez as the City of Soledad’s Alternate Representative to the Board of Directors of the Salinas Valley Basin Groundwater Sustainability Agency (SVBGSA)
PUBLIC HEARING
Attorney Mike Rodriquez presented the staff report.
Opening of the Public Hearing – 6:47 p.m.
Closing of the Public Hearing – 6:48 p.m.
Ordinance No. 772, An Ordinance of the City Council of the City of Soledad Amending Section 3.24.080 Bidding Procedures for Public Works Construction Projects of Chapter 3.24- Purchase System of the Soledad Municipal Code
City Attorney Mike Rodriquez presented the staff report.
Motion: Councilmember Ansaldo-Sanchez motioned to Waive, Adopt, and Read by Title Only. Motion was seconded by Councilmember Caldera and carried by unanimous vote:
Action
Ayes: Ansaldo-Sanchez, Caldera, Banuelos, Cabrera, Velazquez Noes: None
11 City of Soledad City Council/Successor Agency Regular Meeting Minutes of June 4, 2025
Abstain: None
Absent: None
BUSINESS
B-1. Resolution No’s. 6237, 6238, 6239, 6240, and 6241, Resolutions of the City Council of the City of Soledad Approving Preliminary Annual Engineer’s Reports and Declaring the City’s Intention to Levy and Collect Annual Assessments for Various Districts for Fiscal Year 2025/2026, and setting a Time and Place for a Public Hearing
Assistant Engineer Juan Huerta presented the staff report.
David Taussig and Associates Senior Manager Jian Wu was present via Zoom and provided further information regarding the staff report.
There were no public comments.
Motion: Councilmember Banuelos motioned to approve item B-1. Motion was seconded by Councilmember Caldera and carried by unanimous vote:
Action
Ayes: Banuelos, Caldera, Ansaldo-Sanchez, Cabrera, Velazquez Noes: None
Abstain: None
Absent: None
B-2. Resolution No. 6242, A Resolution of the City Council of the City of Soledad Authorizing the City Manager to Execute a Second Amended and Restated Affordable Housing Agreement Between the City of Soledad and HMBY, LP for Parcel E
Community & Economic Development Director Beatriz Trujillo presented the staff report.
Angelica gave a public comment that opposed moving forward with Resolution No. 6242.
Eden Housing Director of Real Estate Development Dixie Baus provided further information in support of Resolution No. 6242.
Deputy City Clerk Darlene Noriega read into the record a letter from Monterey Bay Economic Partnership in support of Resolution No. 6242.
Landwatch Monterey County John Farrow provided a comment opposing Resolution No. 6242.
Agha Development Senior Vice President Laith Agha added further information and details.
Councilmember Caldera asked City Manager Hunter if this was a project the City should move forward with.
City Manager Hunter said the staff's recommendation is to move forward because the twenty-four units are not deed restricted, have no resale restriction, and could be sold at market rate after the initial sale. 12 City of Soledad City Council/Successor Agency Regular Meeting Minutes of June 4, 2025
Because of this, these units do not really add to the City’s pool of affordable housing. According to State law related to the City’s housing element, those units could be counted when they are first built; however, as they are sold, the City would lose the affordability restriction and would have to remove them in the RHNA (Regional Housing Needs Allocation) count in future annual reports. Under the new proposal, the City would be able to restrict future units and add to the number of affordable units the City is trying to achieve for RHNA.
Staff apologized that the report failed to provide information about the lien on title preventing the transfer of the multi-family parcel to Eden Housing for affordable housing. They were unaware of the lien until Eden Housing was asked for a status update on the transfer on Monday, June 2nd.
Councilmember Ansaldo-Sanchez said he did not have adequate time to consider moving forward. The other cities listed are not similar to the City of Soledad and are not good examples. There are many things he does not understand about this proposal.
City Manager Hunter said the city's best tool to facilitate housing development is land. The city is not a developer but is a facilitator. The city is not a developer, but would reach out to qualified, interested developers. To encourage the development of affordable housing, the city can offer the land for free. This cuts costs for building housing, and having land control and available land is a good incentive for developers.
Agha Development Senior Vice President Laith Agha added further information regarding the item.
Councilmember Banuelos recognized that Soledad is unique in its growth. She thanked staff for the examples. If the project moves forward, she would like the residents of Soledad to have priority for the future homes.
City Manager Hunter said the City has established a Down Payment Assistant Program, which is another incentive for housing builders to partner with the City because the City offers assistance to home buyers.
Mayor Pro Tem Cabrera said that he is considering the whole Community of Soledad, and if this project is not moved forward today, when will this opportunity come up again? After reviewing everything and listening to all the information, he is inclined to approve this project to move forward.
Councilmember Ansaldo-Sanchez asked for clarification; if the council does not approve the in-lieu fees, will the city lose the low-income housing.
Mayor Velazquez asked why HMBY would not be held accountable for fulfilling the First Amendment of the Affordable Housing Plan, which included Eden Housing development and land transfer. That should not be contingent upon the in-lieu fees.
City Attorney Mike Rodriquez said that for financing purposes, Eden Housing is in the process of applying for tax credits, and they would need to be ready to take action within 180 days. The low and very-low housing is not dependent on the moderate homes. If the Second Amendment does not get approved, the First Amendment is still in place. However, if the developer decides this is not right for them, they are not obligated to move forward.
Mayor Velazquez said that whether this project is moved forward or not, the City will not lose the forty units.
13 City of Soledad City Council/Successor Agency Regular Meeting Minutes of June 4, 2025
Agha Development Senior Vice President Laith Agha said there is a loan on the project that covers everything. The bank will not release that parcel until it is paid off. That parcel cannot be transferred to Eden Housing until the bank loan is paid. If the project moves forward, the bank will get paid off, the builder will be happy, and the parcel will be passed on to Eden Housing.
Mayor Velazquez said that under the First Amendment of the Affordable Housing Plan, the developer is still responsible for transferring the property. The lots were left over from 25 years ago, and when the development was done 25 years ago, no affordable housing was completed. Investments and gains have already been made from this land. The units should have been built 20 years ago. Many people come from other cities because the homes are still affordable in Soledad, but the city negotiated that the residents and workforce in Soledad would have priority. She would like to request more information about the financial feasibility analysis to show what a reasonable in lieu-fee would be. She would also like to have a third-party, unbiased opinion about the proposal.
City Manager Hunter said that staff did come to the council two weeks ago, and the council seemed open to the in-lieu fee of between $20,000 to $25,000. After hearing from the council, staff moved forward with looking into the council’s recommendation and pulled information to see if this was a reasonable inlieu proposal. Based on the staff’s analysis, the proposal was consistent with similar in lieu fees in the region.
Mayor Pro Tem Cabrera asked for clarity on what is being voted on.
City Manager Hunter said there are three options. Staff recommends that one moderate unit would be built with a resale restriction, and an in-lieu of payment of $20,000 for the twenty-three units that were not build would be provided, and the land dedication in Parcel B, which is 15,950 sq ft. The three options are: 1. Move forward with staff’s recommendation, 2. Modify the in-lieu fee up to $25,000 per unit, or 3.
Reject the proposed in-lieu plan and provide an alternative.
Motion: Mayor Pro Tem Cabrera motioned to approve Resolution No. 6242 and move forward with option number two, to modify the in-lieu plan for $25,000. Motion was seconded by Councilmember Banuelos and carried by the following vote:
Action
Ayes: Cabrera, Banuelos, Caldera
Noes: Ansaldo-Sanchez, Velazquez
Abstain: None
Absent: None
City Manager Hunter added that the City will be developing an in-lieu plan for the housing development and would like to work with the Housing Subcommittee. At some point, an update will be brought to the council
Mayor Velazquez agrees that an in-lieu plan should be developed. She feels it is not okay for the Council to continue negotiating on exceptions. She hopes the owner of Miramonte is committed to building on what is agreed upon. The housing needs are not negotiable.
Councilmember Ansaldo-Sanchez said he is disappointed in the vote and hopes future negotiations will include all the information.
Councilmember Banuelos feels strongly that the Soledad residents should have priority in purchasing. 14 City of Soledad City Council/Successor Agency Regular Meeting Minutes of June 4, 2025
Councilmember Caldera believes this is a good move and feels it is a good time to move forward.
City Attorney Mike Rodriquez clarified the motion and said the modification would be made to the contract.
MAYOR’S REPORTS AND ACKNOWLEDGMENTS
1. On 05/29, she attended the Town Hall Safety Community meeting.
2. On 05/26, she attended the Memorial Day ceremony at the Soledad Cemetery.
3. On 05/24, she attended the Youth Summit.
4. On 06/04, she attended a meeting with Supervisor Lopez and other Mayors.
5. On 06/04, she attended the NJROTC Soledad High School Flag Retiring ceremony.
6. On 06/02, she attended the Soledad Recreation Art exhibit.
7. On 06/02, she attended the Pride flag raising event.
COUNCILMEMBERS’ REPORTS AND ACKNOWLEDGMENTS
Mayor Pro Tem Cabrera left the meeting at 8:51 p.m.
Councilmember Banuelos had ten items to report:
1. On 05/23, she attended the 4th of July Reverse Draw event.
2. On 05/24, she attended the Community Clean-up event at the Soledad Cemetery
3. On 05/26, she attended the Memorial Day ceremony.
4. On 04/28, she attended the Town Hall Safety Committee in King City because she missed the one that Soledad held.
5. On 05/30, she attended the Sun Street Centers ribbon-cutting ceremony.
6. On 06/02, she attended the Art show at the Family Resources Center, hosted by the after-school program.
7. On 06/02, she attended the agenda briefing with City Manager Hunter.
8. On 06/02, she attended a 4th of July Committee meeting.
9. On 06/02, she attended the raising of the Pride flag.
10. On 06/04, she attended the American Flag retirement Ceremony, hosted by the Soledad High School NJROTC.
Councilmember Ansaldo-Sanchez had eight items to report:
1. He attended the Memorial Day ceremony at MPC.
2. On 05/29, he attended the Town Hall Safety Community meeting.
3. He attended the Soledad Pride Committee meeting.
4. On 06/02, he attended the LGBTQ+ Pride flag event.
5. On 06/02, he attended the agenda briefing meeting with City Manager Hunter.
6. On 06/04, he attended a discussion with City Manager Hunter and Community & Economic Development Director Beatriz Trujillo.
Councilmember Caldera had one item to report:
1. On 05/31, he attended the Soledad Cemetery clean-up day.
2. On 06/03, he attended an agenda briefing with City Manager Hunter. 15 City of Soledad City Council/Successor Agency Regular Meeting Minutes of June 4, 2025
CITY MANAGERS’ REPORT
City Manager Hunter had five items to report:
1. A community survey regarding the fire department is in circulation.
2. On June 11, 2025, at 6:00 pm, the council will have a Budget Workshop.
3. On June 20, 2025, there will be a ribbon cutting for the new fire truck and the apparatus bay.
4. She attended the King City Plaza ribbon cutting, which was inspiring.
5. She believes the council made the right decision regarding affordable housing. She believes everyone's heart is in the right place, and she will ensure that the city does a good job of making affordable housing available. Staff is committed to ensuring that Soledad residents have access to for sale and rental units. Information will be presented to the council on how to move forward.
FUTURE AGENDA ITEMS
Councilmember Ansaldo-Sanchez had one request:
1. He would like to have more information regarding street sweeping.
2. Mayor Velazquez requested a presentation on the encampment project.
City Manager Hunter provided a brief update regarding the homeless encampment.
Two programs are running simultaneously:
1. The Emergency Motel Program: Ten people are staying at the motels, and staff is working with them in housing navigation.
2. The Provisional Encampment on Los Coches; Most people at the provisional encampment have adhered to the rules. There is 24-hour security on site. The goal is to bring a contract back to the council for the site work. The contract should be come back to council at the 07/02 meeting, and construction should be complete by September 2025. The Step-Up program is there and provides services, and the City has an outreach worker, Kimberly Herrera. She can be reached by calling 831- 205-9859.
3. The program that the City received funding for is only for the individuals identified at the time the grant application was submitted. The police department provided those people with a certain type of ID. People who are not on that original list will not be assisted through that program. People from other jurisdictions are given information about other services.
ADJOURNMENT
Meeting adjourned at 9:07 p.m.
Minutes Approved: June 18, 2025
_______________________________________
ANNA M. VELAZQUEZ, Mayor/Chair
________________________________________
MEGAN HUNTER, City Clerk
16 SUBJECT: Warrants
TO: Honorable Mayor Velazquez and City Council
FROM: Mike Howard, Finance Director
COUNCIL COMMUNICATION
THROUGH: Megan Hunter, City Manager
MEETING
DATE: June 18, 2025
AGENDA ITEM NO. 2.
17 6/11/2025 2:16:52 PM Page 1 of 25
Check Report
Soledad, CA By Check Number
Date Range: 05/29/2025 - 06/11/2025
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Bank Code: APRAB-Mechanics Bank
Payment Type: EFT
WARBEY ROBIN WARBEY 06/02/2025 EFT 0.00 10,643.39 10184 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 3677 Invoice 05/30/2025 IT Services 0.00 4,375.00
100-1320-52200 PROFESSIONAL SERVICES… IT Services 4,375.00 3686 Invoice 05/30/2025 Reimbursable Travel Expenses 0.00 143.39 100-1320-52091 TRAVEL, MEETINGS & TRA… Reimbursable Travel Expenses 143.39 3690 Invoice 05/30/2025 IT Services 0.00 5,862.50
100-1320-52200 PROFESSIONAL SERVICES… IT Services 5,862.50 3691 Invoice 05/30/2025 Reimbursable Travel Expenses 0.00 262.50 100-1320-52091 TRAVEL, MEETINGS & TRA… Reimbursable Travel Expenses 262.50 360PSM 360PSM INC. 06/02/2025 EFT 0.00 6,829.50 10185
Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount Community 11 Invoice 05/30/2025 Labor Compliance - CC Modernization 0.00 1,502.49 211-0000-57000 CAPITAL OUTLAY - IMPR… Labor Compliance - CC Moderni… 1,502.49 Corp Yard 2 Invoice 05/30/2025 Labor Compliance - Corp Yard Modular 0.00 3,278.16 211-0000-57000 CAPITAL OUTLAY - IMPR… Labor Compliance - Corp Yard M… 3,278.16 Fire Metal 4 Invoice 05/30/2025 Labor Compliance Fire Metal Bldg. 0.00 546.36 211-0000-57000 CAPITAL OUTLAY - IMPR… Labor Compliance Fire Metal Bld… 546.36 Front Street 9 Invoice 05/30/2025 Labor Compliance - Front St. 0.00 1,502.49 412-0000-57000 CAPITAL OUTLAY - IMPR… Labor Compliance - Front St. 1,502.49 BENITEZ BENITEZ SECURITY SERVICE INC 06/02/2025 EFT 0.00 9,344.00 10186 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 2830 Invoice 05/30/2025 Professional Services - Provisional Encam… 0.00 3,584.00 121-0000-52200 PROFESSIONAL SERVICES… Professional Services - Provisiona… 3,584.00 2843 Invoice 05/30/2025 Professional Services - Provisional Encam 0.00 5,760.00 121-0000-52200 PROFESSIONAL SERVICES… Professional Services - Provisiona… 5,760.00 CANNOA CANNON CORPORATION 06/02/2025 EFT 0.00 32,064.33 10187 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 91666 Invoice 05/30/2025 SCADA Support Services 0.00 3,262.50 309-0000-52200 PROFESSIONAL SERVICES… SCADA Support Services 1,236.25 310-0000-52200 PROFESSIONAL SERVICES… SCADA Support Services 2,026.25 91668 Invoice 05/30/2025 SCADA Pic Upgrade 0.00 2,923.75 309-0000-57000 CAPITAL OUTLAY - IMPR… SCADA Pic Upgrade 2,923.75 91926 Invoice 05/30/2025 Water System Reliability Assessment 0.00 13,577.50 309-0000-57000 CAPITAL OUTLAY - IMPR… Water System Reliability Assess… 7,790.50 779-0000-52136 FACILITIES MASTER PLAN Water System Reliability Assess… 5,787.00 92032 Invoice 05/30/2025 Water CIP - Water Fill Station 0.00 272.00 309-0000-57000 CAPITAL OUTLAY - IMPR… Water CIP - Water Fill Station 272.00 92067 Invoice 05/30/2025 Well Troubleshoot 0.00 4,962.50 309-0000-52520 MAINTENANCE AGREEM… Well 9 Troubleshoot 1,230.00 310-0000-52520 MAINTENANCE AGREEM… Win911 Troubleshoot WWTP 3,732.50 92099 Invoice 05/30/2025 Water PLC Upgrade 0.00 7,066.08 18 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 2 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number 309-0000-57000 CAPITAL OUTLAY - IMPR… Water PLC Upgrade 7,066.08 FASTEN FASTENAL COMPANY 06/02/2025 EFT 0.00 592.32 10188 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount CASAL171063 Invoice 05/30/2025 Water Electrolytes 0.00 280.98 310-0000-52052 SAFETY EQUIPMENT Water Electrolytes 280.98 CASAL171064 Invoice 05/30/2025 Tools For Service Truck 0.00 311.34 310-0000-52051 TOOLS & MINOR EQUIPM… Tools For Service Truck 311.34 FIRST FIRST ALARM 06/02/2025 EFT 0.00 525.69 10189
Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 884902 Invoice 05/30/2025 Alarm 0.00 525.69
100-2200-52520 MAINTENANCE AGREEM… Alarm 525.69
HARASS HARRIS & ASSOCIATES 06/02/2025 EFT 0.00 4,881.25 10190 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 66802 Invoice 05/30/2025 Review MST Bus Stops For Compliance 0.00 281.25 410-0000-52139 STRIPING AND SIGNS Review MST Bus Stops For Comp… 281.25 67694 Invoice 05/30/2025 Title 22 Permit Testing 0.00 225.00 310-0000-52200 PROFESSIONAL SERVICES… Title 22 Permit Testing 225.00 67696 Invoice 05/30/2025 Shell Gas Station Plan Check 0.00 4,375.00 100-0000-11113 ACCOUNTS RECEIVABLE Shell Gas Station Plan Check 4,375.00 MISLAW MISSION LAWN AND GARDEN CARE 06/02/2025 EFT 0.00 685.00 10191 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 8235 Invoice 05/30/2025 Water Leak Repair 0.00 685.00
650-0000-52519 MAINTENANCE Water Leak Repair 685.00
CULLIG QUALITY WATER ENTERPRISES, INC. 06/02/2025 EFT 0.00 44.70 10192 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 1256235 Invoice 05/30/2025 WWTP / Water System 0.00 44.70 309-0000-52053 LAB ANALYSIS & TESTING WWTP / Water System 22.35 310-0000-52053 LAB ANALYSIS & TESTING WWTP / Water System 22.35 ANDLOC RUTH MARIA MILLA-LEON 06/02/2025 EFT 0.00 36.60 10193 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 46412 Invoice 05/30/2025 Keys for Parks 0.00 36.60
100-2100-52518 FACILITIES EXPENSE Keys for Parks 36.60
SHREDD SHREDDING SOURCE SOLUTIONS 06/02/2025 EFT 0.00 75.00 10194 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 9136 Invoice 05/30/2025 Shredding 0.00 75.00
100-1400-52200 PROFESSIONAL SERVICES… Shredding 75.00
SIRCHI SIRCHIE ACQUISITION COMPANY LLC 06/02/2025 EFT 0.00 413.37 10195 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 0693225-IN Invoice 05/30/2025 Prop/Evidence Supplies 0.00 413.37 100-1400-52050 PROPERTY EVIDENCE RO… Prop/Evidence Supplies 413.37 TORPET TORO PETROLEUM CORP. 06/02/2025 EFT 0.00 2,005.04 10196 19 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 3 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 0721111-IN Invoice 05/30/2025 Fuel 0.00 2,005.04
100-1400-52085 FUEL Fuel 2,005.04
USABLU USABLUE BOOK 06/02/2025 EFT 0.00 1,299.30 10197
Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV00714932 Invoice 05/30/2025 Rubber Tube for Pump 0.00 393.98 309-0000-52525 REPAIRS & MAINTENANCE… Rubber Tube for Pump 393.98 INV00715533 Invoice 05/30/2025 Calibrate 02 Sensors 0.00 321.20 309-0000-52052 SAFETY EQUIPMENT Calibrate 02 Sensors 321.20 INV00718548 Invoice 05/30/2025 Process Control & Cleaning Brushes 0.00 113.24 310-0000-52053 LAB ANALYSIS & TESTING Process Control & Cleaning Brus… 113.24 INV00720112 Invoice 05/30/2025 Lab Reagents - OP. Lab Process Control 0.00 470.88 310-0000-52053 LAB ANALYSIS & TESTING Lab Reagents - OP. Lab Process … 470.88 VOSTIS VOSTI'S INC 06/02/2025 EFT 0.00 257.19 10198
Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 275892-1 Invoice 05/30/2025 Animal Control Winch 0.00 215.74 100-1400-52080 FLEET SERVICES Animal Control Winch 215.74 275915-1 Invoice 05/30/2025 Engine Oil 0.00 41.45
100-1400-52080 FLEET SERVICES Engine Oil 41.45
WINSUP WINSUPPLY MONTEREY COUNTY CA CO 06/02/2025 EFT 0.00 329.31 10199 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 161635 02 Credit Memo 05/30/2025 Credit - Return 0.00 -252.87 310-0000-52525 REPAIRS & MAINTENANCE… Credit - Return -252.87 163838 02 Invoice 05/30/2025 Shop Restock - Shop Supplies 0.00 460.02 310-0000-52525 REPAIRS & MAINTENANCE… Shop Restock - Shop Supplies 460.02 163919 01 Invoice 05/30/2025 4" Flange - Feed Pump #1 0.00 122.16 310-0000-52525 REPAIRS & MAINTENANCE… 4" Flange - Feed Pump #1 122.16 Total EFT: 0.00 70,025.99
20 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 4 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payment Type: Regular
AFLAC AFLAC HEADQUARTERS 05/30/2025 Regular 0.00 1,952.65 57454 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000539 Invoice 05/30/2025 AFLAC CONTRIBUTION 0.00 800.08 100-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 287.30
309-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 98.88
310-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 372.54
311-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 22.14
312-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 5.36
410-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 4.82
416-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 9.04
INV0000540 Invoice 05/30/2025 AFLAC CONTRIBUTION 0.00 1,152.57 100-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 610.97
309-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 76.18
310-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 415.25
311-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 20.51
312-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 3.52
410-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 6.83
416-0000-21140 AFLAC PAYABLE AFLAC CONTRIBUTION 19.31
CALIFS CALIFORNIA STATE DISBURSEMENT UNIT 05/30/2025 Regular 0.00 725.07 57455 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000542 Invoice 05/30/2025 CHILD SUPPORT CONTRIBUTION 0.00 725.07 100-0000-21194 CHILD SUPPORT/GARNISH… CHILD SUPPORT CONTRIBUTION 613.36 309-0000-21194 CHILD SUPPORT/GARNISH… CHILD SUPPORT CONTRIBUTION 20.88 312-0000-21194 CHILD SUPPORT/GARNISH… CHILD SUPPORT CONTRIBUTION 16.60 410-0000-21194 CHILD SUPPORT/GARNISH… CHILD SUPPORT CONTRIBUTION 44.84 416-0000-21194 CHILD SUPPORT/GARNISH… CHILD SUPPORT CONTRIBUTION 29.39 COMM F COMMUNITY FOUNDATION FOR MONTEREY COUNTY 05/30/2025 Regular 0.00 130.00 57456 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000541 Invoice 05/30/2025 CAPITAL CAMPAIGN DONATION 0.00 130.00 100-0000-21195 MISC. PAYROLL DEDUCTI… CAPITAL CAMPAIGN DONATION 84.54 309-0000-21195 MISC. PAYROLL DEDUCTI… CAPITAL CAMPAIGN DONATION 19.17 310-0000-21195 MISC. PAYROLL DEDUCTI… CAPITAL CAMPAIGN DONATION 19.17 311-0000-21195 MISC. PAYROLL DEDUCTI… CAPITAL CAMPAIGN DONATION 7.12 VANTAG MISSION SQUARE-303584 05/30/2025 Regular 0.00 10,595.30 57457 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000538 Invoice 05/30/2025 EMPLOYEE DEDUCTION 0.00 598.07 100-0000-21210 ICMA PAYABLE EMPLOYEE DEDUCTION 183.25
309-0000-21210 ICMA PAYABLE EMPLOYEE DEDUCTION 76.46
310-0000-21210 ICMA PAYABLE EMPLOYEE DEDUCTION 297.86
311-0000-21210 ICMA PAYABLE EMPLOYEE DEDUCTION 35.03
312-0000-21210 ICMA PAYABLE EMPLOYEE DEDUCTION 5.47
INV0000543 Invoice 05/30/2025 DEFERRED-EMPLOYEE PORTION 0.00 545.82 100-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 10.45 309-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 421.29 310-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 114.08 INV0000544 Invoice 05/30/2025 Directors' 7% Ret. Contr. 0.00 472.07 100-0000-21171 PERS Directors' 7% Ret. Contr. 241.82
309-0000-21171 PERS Directors' 7% Ret. Contr. 92.10
310-0000-21171 PERS Directors' 7% Ret. Contr. 92.10
311-0000-21171 PERS Directors' 7% Ret. Contr. 46.05
INV0000545 Invoice 05/30/2025 DEFERRED-EMPLOYEE PORTION 0.00 7,520.00 21 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 5 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number 100-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 3,361.65 309-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 910.59 310-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 2,364.25 311-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 242.41 312-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 217.10 410-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 373.10 416-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 41.77 531-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 9.13 INV0000546 Invoice 05/30/2025 DEFERRED-EMPLOYEE PORTION 0.00 1,459.34 100-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 1,440.76 416-0000-21145 DEFERRED COMP. PAYAB… DEFERRED-EMPLOYEE PORTION 18.58 PRINCI PRINCIPAL LIFE INSURANCE COMPANY 05/30/2025 Regular 0.00 3,416.52 57458 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000547 Invoice 05/30/2025 DENTAL INSURANCE 0.00 3,165.60 100-0000-21160 MEDICAL INSURANCE PA… DENTAL INSURANCE 1,542.39 121-0000-21160 MEDICAL INSURANCE PA… DENTAL INSURANCE 28.05 309-0000-21160 MEDICAL INSURANCE PA… DENTAL INSURANCE 378.72 310-0000-21160 MEDICAL INSURANCE PA… DENTAL INSURANCE 895.05 311-0000-21160 MEDICAL INSURANCE PA… DENTAL INSURANCE 61.75 312-0000-21160 MEDICAL INSURANCE PA… DENTAL INSURANCE 61.92 410-0000-21160 MEDICAL INSURANCE PA… DENTAL INSURANCE 175.70 416-0000-21160 MEDICAL INSURANCE PA… DENTAL INSURANCE 20.37 531-0000-21160 MEDICAL INSURANCE PA… DENTAL INSURANCE 1.65 INV0000567 Invoice 05/30/2025 VISION INSURANCE 0.00 250.92 402-0000-48011 CITY EMPLOYEE CONTRIB… VISION INSURANCE 250.92 SEIU L SEIU LOCAL 521 05/30/2025 Regular 0.00 1,316.97 57459 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000562 Invoice 05/30/2025 EMPLOYEE CONTRIBUTION 0.00 23.00 100-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 9.81 309-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 1.02 310-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 9.98 312-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 0.52 410-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 1.34 416-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 0.33 INV0000563 Invoice 05/30/2025 EMPLOYEE CONTRIBUTION 0.00 1,293.97 100-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 444.52 309-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 156.44 310-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 611.88 311-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 13.34 312-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 10.75 410-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 47.21 416-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 2.80 531-0000-21185 SEIU LOCAL 521 EMPLOYEE CONTRIBUTION 7.03 SPOA SOLEDAD POLICE OFFICERS ASSOCIATION 05/30/2025 Regular 0.00 780.00 57460 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000566 Invoice 05/30/2025 POLICE OFFICERS CONTRIBUTIONS 0.00 780.00 100-0000-21190 SOLEDAD POLICE OFFICE… POLICE OFFICERS CONTRIBUTIO… 756.63 416-0000-21190 SOLEDAD POLICE OFFICE… POLICE OFFICERS CONTRIBUTIO… 23.37 STAEDD STATE OF CALIFORNIA E.D.D. 05/30/2025 Regular 0.00 11,885.23 57461 22 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 6 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000570 Invoice 05/30/2025 STATE TAX W/H 0.00 11,885.23 100-0000-21130 STATE TAX PAYABLE STATE TAX W/H 7,351.99 121-0000-21130 STATE TAX PAYABLE STATE TAX W/H 111.56
309-0000-21130 STATE TAX PAYABLE STATE TAX W/H 1,002.38 310-0000-21130 STATE TAX PAYABLE STATE TAX W/H 2,443.18 311-0000-21130 STATE TAX PAYABLE STATE TAX W/H 227.12
312-0000-21130 STATE TAX PAYABLE STATE TAX W/H 145.31
410-0000-21130 STATE TAX PAYABLE STATE TAX W/H 417.77
416-0000-21130 STATE TAX PAYABLE STATE TAX W/H 153.27
531-0000-21130 STATE TAX PAYABLE STATE TAX W/H 32.65
STPERS STATE OF CALIFORNIA PERS 05/30/2025 Regular 0.00 52,848.94 57462 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000548 Invoice 05/30/2025 CHIEF & LIEUTENANT 0.00 1,720.88 100-0000-21171 PERS CHIEF & LIEUTENANT 1,720.88
INV0000549 Invoice 05/30/2025 City of Soledad Conf PEPRA 0.00 295.10 100-0000-21171 PERS City of Soledad Conf PEPRA 147.58
309-0000-21171 PERS City of Soledad Conf PEPRA 59.01
310-0000-21171 PERS City of Soledad Conf PEPRA 59.01
311-0000-21171 PERS City of Soledad Conf PEPRA 29.50
INV0000550 Invoice 05/30/2025 EMPLOYEE CONTRIBUTION 0.00 10,742.51 100-0000-21171 PERS EMPLOYEE CONTRIBUTION 4,539.11
121-0000-21171 PERS EMPLOYEE CONTRIBUTION 237.46
309-0000-21171 PERS EMPLOYEE CONTRIBUTION 930.62
310-0000-21171 PERS EMPLOYEE CONTRIBUTION 3,728.37
311-0000-21171 PERS EMPLOYEE CONTRIBUTION 290.53
312-0000-21171 PERS EMPLOYEE CONTRIBUTION 149.49
410-0000-21171 PERS EMPLOYEE CONTRIBUTION 780.22
416-0000-21171 PERS EMPLOYEE CONTRIBUTION 21.13
531-0000-21171 PERS EMPLOYEE CONTRIBUTION 65.58
INV0000551 Invoice 05/30/2025 City of Soledad Regular Empl 0.00 11,208.56 100-0000-21171 PERS City of Soledad Regular Empl 4,759.37 121-0000-21171 PERS City of Soledad Regular Empl 241.14 309-0000-21171 PERS City of Soledad Regular Empl 1,005.01 310-0000-21171 PERS City of Soledad Regular Empl 3,846.07 311-0000-21171 PERS City of Soledad Regular Empl 324.91 312-0000-21171 PERS City of Soledad Regular Empl 151.80 410-0000-21171 PERS City of Soledad Regular Empl 792.21 416-0000-21171 PERS City of Soledad Regular Empl 21.46
531-0000-21171 PERS City of Soledad Regular Empl 66.59
INV0000552 Invoice 05/30/2025 City of Soledad Police 0.00 6,226.29 100-0000-21171 PERS City of Soledad Police 6,047.49
416-0000-21171 PERS City of Soledad Police 178.80
INV0000553 Invoice 05/30/2025 City of Soledad Conf. Employee 0.00 330.78 100-0000-21171 PERS City of Soledad Conf. Employee 168.64 309-0000-21171 PERS City of Soledad Conf. Employee 81.08 310-0000-21171 PERS City of Soledad Conf. Employee 81.06 INV0000554 Invoice 05/30/2025 City of Soledad Reg Managers 0.00 573.86 100-0000-21171 PERS City of Soledad Reg Managers 154.95 309-0000-21171 PERS City of Soledad Reg Managers 143.46 310-0000-21171 PERS City of Soledad Reg Managers 143.46 311-0000-21171 PERS City of Soledad Reg Managers 57.39
312-0000-21171 PERS City of Soledad Reg Managers 28.69
410-0000-21171 PERS City of Soledad Reg Managers 45.91
INV0000555 Invoice 05/30/2025 City of Soledad Managers 0.00 832.09 23 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 7 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number 100-0000-21171 PERS City of Soledad Managers 224.67
309-0000-21171 PERS City of Soledad Managers 208.03
310-0000-21171 PERS City of Soledad Managers 208.03
311-0000-21171 PERS City of Soledad Managers 83.21
312-0000-21171 PERS City of Soledad Managers 41.60
410-0000-21171 PERS City of Soledad Managers 66.55
INV0000556 Invoice 05/30/2025 City of Soledad Police 0.00 667.85 100-0000-21171 PERS City of Soledad Police 667.85
INV0000557 Invoice 05/30/2025 City of Soledad Police 0.00 2,336.22 100-0000-21171 PERS City of Soledad Police 2,255.04
416-0000-21171 PERS City of Soledad Police 81.18
INV0000558 Invoice 05/30/2025 City of Soledad Police 0.00 1,386.96 100-0000-21171 PERS City of Soledad Police 1,338.76
416-0000-21171 PERS City of Soledad Police 48.20
INV0000559 Invoice 05/30/2025 City of Soledad Police 0.00 6,221.74 100-0000-21171 PERS City of Soledad Police 6,043.07
416-0000-21171 PERS City of Soledad Police 178.67
INV0000560 Invoice 05/30/2025 EMPLOYEE CONTRIBUTION 0.00 4,010.80 100-0000-21171 PERS EMPLOYEE CONTRIBUTION 1,495.55
309-0000-21171 PERS EMPLOYEE CONTRIBUTION 858.58
310-0000-21171 PERS EMPLOYEE CONTRIBUTION 955.53
311-0000-21171 PERS EMPLOYEE CONTRIBUTION 84.42
312-0000-21171 PERS EMPLOYEE CONTRIBUTION 197.03
410-0000-21171 PERS EMPLOYEE CONTRIBUTION 411.99
416-0000-21171 PERS EMPLOYEE CONTRIBUTION 7.70
INV0000561 Invoice 05/30/2025 City of Soledad Regular Empl 0.00 6,295.30 100-0000-21171 PERS City of Soledad Regular Empl 2,413.05 309-0000-21171 PERS City of Soledad Regular Empl 1,362.51 310-0000-21171 PERS City of Soledad Regular Empl 1,503.06 311-0000-21171 PERS City of Soledad Regular Empl 122.42 312-0000-21171 PERS City of Soledad Regular Empl 285.69 410-0000-21171 PERS City of Soledad Regular Empl 597.40 416-0000-21171 PERS City of Soledad Regular Empl 11.17
**Void** 05/30/2025 Regular 0.00 0.00 57463
**Void** 05/30/2025 Regular 0.00 0.00 57464
SUNLIF SUN LIFE ASSURANCE COMPANY OF CANADA 05/30/2025 Regular 0.00 2,186.94 57465 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000564 Invoice 05/30/2025 LIFE, AD&D, LTD 0.00 1,810.59 100-0000-21150 INSURANCE PAYABLE LIFE, AD&D, LTD 965.76 121-0000-21150 INSURANCE PAYABLE LIFE, AD&D, LTD 23.42
309-0000-21150 INSURANCE PAYABLE LIFE, AD&D, LTD 173.68 310-0000-21150 INSURANCE PAYABLE LIFE, AD&D, LTD 440.51 311-0000-21150 INSUARNCE PAYABLE LIFE, AD&D, LTD 39.61
312-0000-21150 INSURANCE PAYABLE LIFE, AD&D, LTD 34.70
410-0000-21150 INSURANCE PAYABLE LIFE, AD&D, LTD 113.16 416-0000-21150 INSURANCE PAYABLE LIFE, AD&D, LTD 13.84
531-0000-21150 INSURANCE PAYABLE LIFE, AD&D, LTD 5.91
INV0000565 Invoice 05/30/2025 SUPPLEMENTAL 0.00 376.35
100-0000-21150 INSURANCE PAYABLE SUPPLEMENTAL 186.44
121-0000-21150 INSURANCE PAYABLE SUPPLEMENTAL 4.11
309-0000-21150 INSURANCE PAYABLE SUPPLEMENTAL 75.09
310-0000-21150 INSURANCE PAYABLE SUPPLEMENTAL 68.98
311-0000-21150 INSUARNCE PAYABLE SUPPLEMENTAL 10.74
312-0000-21150 INSURANCE PAYABLE SUPPLEMENTAL 5.87
410-0000-21150 INSURANCE PAYABLE SUPPLEMENTAL 23.98
416-0000-21150 INSURANCE PAYABLE SUPPLEMENTAL 0.97
24 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 8 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number 531-0000-21150 INSURANCE PAYABLE SUPPLEMENTAL 0.17
ACCBUS ACC BUSINESS 05/30/2025 Regular 0.00 2,063.03 57466 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 0264722010 Invoice 05/30/2025 Internet 0.00 2,063.03
100-2200-52400 UTILITIES Internet 2,063.03
ACCBUS ACC BUSINESS 05/30/2025 Regular 0.00 2,266.46 57467 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 1081681017 Invoice 05/30/2025 Internet - City Hall 0.00 2,266.46 100-8000-52400 UTILITIES Internet - City Hall 2,266.46
ACCBUS ACC BUSINESS 05/30/2025 Regular 0.00 1,462.29 57468 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 1885991018 Invoice 05/30/2025 WWTP Internet Service 0.00 1,462.29 310-0000-52410 TELEPHONE/DATA/PAGER WWTP Internet Service 1,462.29 ACTIONCOUN ACTION COUNCIL OF MONTEREY COUNTY, INC 05/30/2025 Regular 0.00 2,909.50 57469 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount CS-25-03 Invoice 05/30/2025 Youth Council/SOAR 0.00 2,909.50 100-2400-52200 PROFESSIONAL SERVICES… Youth Council/SOAR 2,909.50 ALCANA ALCANTAR ACE HARDWARE 05/30/2025 Regular 0.00 3,051.03 57470 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 6653 Invoice 05/30/2025 Dead Bolt 0.00 48.05
100-2100-52518 FACILITIES EXPENSE Dead Bolt 48.05
6659 Invoice 05/30/2025 Plant Painting & Repair 0.00 19.21 310-0000-52525 REPAIRS & MAINTENANCE… Plant Painting & Repair 19.21 6666 Invoice 05/30/2025 Supplies - FD 0.00 308.51
100-1450-52051 TOOLS & MINOR EQUIPM… Supplies - FD 308.51 6680 Invoice 05/30/2025 Dead Bolt 0.00 43.69
100-2100-52525 REPAIRS & MAINTENANCE… Dead Bolt 43.69
6681 Credit Memo 05/30/2025 Return 0.00 -22.94
100-2100-52525 REPAIRS & MAINTENANCE… Return -22.94
6701 Invoice 05/30/2025 Shop Restock Tools & Supplies 0.00 46.23 310-0000-52051 TOOLS & MINOR EQUIPM… Shop Restock Tools & Supplies 46.23 6716 Invoice 05/30/2025 Cleaning Towels for CCTV Camera/Lens 0.00 41.49 310-0000-52134 COLLECTION SYSTEM MA… Cleaning Towels for CCTV Camer… 41.49 6717 Invoice 05/30/2025 Bathroom Supplies 0.00 16.58
100-1500-52518 FACILITIES EXPENSE Bathroom Supplies 16.58 6722 Invoice 05/30/2025 Supplies - Chambers Renovation 0.00 43.97 100-8000-52518 FACILITIES EXPENSE Supplies - Chambers Renovation 43.97 6733 Invoice 05/30/2025 Cement Slab For New Hydrant 0.00 29.90 309-0000-57000 CAPITAL OUTLAY - IMPR… Cement Slab For New Hydrant 29.90 6734 Invoice 05/30/2025 Trimmer Line 0.00 26.21
100-2100-52525 REPAIRS & MAINTENANCE… Trimmer Line 26.21 6739 Invoice 05/30/2025 Supplies - Chambers Renovation 0.00 13.08 100-8000-52518 FACILITIES EXPENSE Supplies - Chambers Renovation 13.08 6751 Invoice 05/30/2025 Cement 4 Hydrant 0.00 5.45
309-0000-52525 REPAIRS & MAINTENANCE… Cement 4 Hydrant 5.45 6761 Invoice 05/30/2025 Marking Paint/Flags 0.00 26.20
25 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 9 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number 100-2100-52525 REPAIRS & MAINTENANCE… Marking Paint/Flags 26.20 6763 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 13.10 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 13.10 6774 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 131.48 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 131.48 6780 Invoice 05/30/2025 Janitorial Supplies - Restock 0.00 6.68 310-0000-52518 FACILITIES EXPENSE Janitorial Supplies - Restock 6.68 6821 Invoice 05/30/2025 Maintenance - FD 0.00 56.79
100-1450-52051 TOOLS & MINOR EQUIPM… Maintenance - FD 56.79 6824 Invoice 05/30/2025 Facility Landscape 0.00 21.72
100-2200-52518 FACILITIES EXPENSE Facility Landscape 21.72 6826 Invoice 05/30/2025 Glue 0.00 7.64
100-8000-52518 FACILITIES EXPENSE Glue 7.64
6832 Invoice 05/30/2025 Office Trailer Lights 0.00 21.84 310-0000-52518 FACILITIES EXPENSE Office Trailer Lights 21.84 6841 Invoice 05/30/2025 Janitorial Restock - Blue Building 0.00 36.66 310-0000-52518 FACILITIES EXPENSE Janitorial Restock - Blue Building 36.66 6842 Invoice 05/30/2025 Brake Clean 0.00 9.82
100-2100-52525 REPAIRS & MAINTENANCE… Brake Clean 9.82
6845 Invoice 05/30/2025 Fence Repairs 0.00 7.83
100-2100-52525 REPAIRS & MAINTENANCE… Fence Repairs 7.83 6848 Invoice 05/30/2025 Anchor / Door Stopper 0.00 8.06 100-1400-52518 FACILITIES EXPENSE Anchor / Door Stopper 8.06 6850 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 1,367.72 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 1,367.72 6851 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 17.44 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 17.44 6857 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 61.14 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 61.14 6859 Invoice 05/30/2025 Chainsaw Chains 0.00 17.02
100-2100-52525 REPAIRS & MAINTENANCE… Chainsaw Chains 17.02 6861 Invoice 05/30/2025 Facility Irrigation 0.00 32.79
100-2200-52518 FACILITIES EXPENSE Facility Irrigation 32.79 6874 Invoice 05/30/2025 Facility Irrigation 0.00 9.82
100-2200-52518 FACILITIES EXPENSE Facility Irrigation 9.82 6877 Invoice 05/30/2025 Goal Chain - Vosti Park 0.00 19.60 100-2200-52518 FACILITIES EXPENSE Goal Chain - Vosti Park 19.60 6882 Invoice 05/30/2025 Paint Remover 0.00 28.37
100-2100-52525 REPAIRS & MAINTENANCE… Paint Remover 28.37 6885 Invoice 05/30/2025 Paint Rust Remover 0.00 26.20
100-2100-52525 REPAIRS & MAINTENANCE… Paint Rust Remover 26.20 6887 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 274.33 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 274.33 6905 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 61.20 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 61.20 6912 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 33.83 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 33.83 6923 Invoice 05/30/2025 Edger Blade 0.00 19.65
100-2100-52525 REPAIRS & MAINTENANCE… Edger Blade 19.65 6935 Invoice 05/30/2025 Repairs - Manhole Protection 0.00 33.21 310-0000-52525 REPAIRS & MAINTENANCE… Repairs - Manhole Protection 33.21 6936 Invoice 05/30/2025 Repairs - Manhole Protection 0.00 46.32 26 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 10 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number 310-0000-52525 REPAIRS & MAINTENANCE… Repairs - Manhole Protection 46.32 6956 Invoice 05/30/2025 Storm Drain Project Supplies 0.00 15.49 310-0000-52134 COLLECTION SYSTEM MA… Storm Drain Project Supplies 15.49 6972 Invoice 05/30/2025 Edger Blade 0.00 19.65
100-2100-52525 REPAIRS & MAINTENANCE… Edger Blade 19.65 **Void** 05/30/2025 Regular 0.00 0.00 57471
AMAZON AMAZON CAPITAL SERVICES 05/30/2025 Regular 0.00 2,294.81 57472 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 11Q7-P6KN-VN3T Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 39.18 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 39.18 147K-1QTW-VPLG Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 279.59 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 279.59 1CCH-3RCV-W3… Invoice 05/30/2025 Recreation Folders 0.00 24.34 100-1310-52040 OFFICE SUPPLIES Recreation Folders 24.34 1CCH-3RCV-XFHN Invoice 05/30/2025 Facility Landscape Office 0.00 21.90 100-2200-52040 OFFICE SUPPLIES Office 3.92
100-2200-52518 FACILITIES EXPENSE Facility 17.98
1GGH-LGRP-4VWY Invoice 05/30/2025 Monitor & Mount 0.00 207.34 100-1400-57100 CAPITAL OUTLAY - COMP… Monitor & Mount 207.34 1J4W-DTP1-XW… Invoice 05/30/2025 Printer - Replacement 0.00 142.01 100-3000-57000 CAPITAL OUTLAY - IMPR… Printer - Patty Replacement 142.01 1JH9-H4PX-FWPG Invoice 05/30/2025 VA - Supplies 0.00 85.19 100-3100-52200 PROFESSIONAL SERVICES… VA - Supplies 85.19 1NPX-FP6F-WH… Invoice 05/30/2025 Cord 0.00 6.98
100-3000-57000 CAPITAL OUTLAY - IMPR… Cord 6.98
1R7W-GMCJ-DN… Invoice 05/30/2025 Pusher Tool 0.00 48.06 100-1400-52043 AMMUNITION/WEAPON … Pusher Tool 48.06
1RKG-VJ1H-3KT3 Credit Memo 05/30/2025 Batteries - Credit Return 0.00 -27.30 310-0000-52051 TOOLS & MINOR EQUIPM… Batteries - Credit Return -27.30 1RKT-D37Q-YLCR Invoice 05/30/2025 Monitors - Records 0.00 670.38 100-3000-57000 CAPITAL OUTLAY - IMPR… Monitors - Records 670.38 1V74-QNMH-79… Invoice 05/30/2025 Batteries - Mechanics Radio 0.00 27.30 310-0000-52051 TOOLS & MINOR EQUIPM… Batteries - Mechanics Radio 27.30 1VFF-KVVX-MVNF Invoice 05/30/2025 Phone Case Replacement 0.00 6.54 100-3100-52200 PROFESSIONAL SERVICES… Phone Case Replacement 6.54 1WGY-XWWH-6L… Invoice 05/30/2025 Fuses - Electrical Dept. Inv. 0.00 81.93 310-0000-52051 TOOLS & MINOR EQUIPM… Fuses - Electrical Dept. Inv. 81.93 1WL7-9PM9-JR6H Invoice 05/30/2025 Blower - Safety 0.00 206.48 100-1400-52518 FACILITIES EXPENSE Blower - Safety 206.48 1WPV-CKXJ-VY7M Invoice 05/30/2025 Breakroom Supplies 0.00 38.09 100-1400-52115 SUNDRY Breakroom Supplies 38.09
1YH7-7FNQ-W1Q6 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 436.80 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 436.80 AMESUP AMERICAN SUPPLY COMPANY 05/30/2025 Regular 0.00 1,371.91 57473 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 3061191 Invoice 05/30/2025 Supplies - Restroom 0.00 1,371.91 100-2100-52518 FACILITIES EXPENSE Supplies - Restroom 685.95 100-8000-52518 FACILITIES EXPENSE Supplies - Restroom 685.96 ANALGE ANALGESIC SERVICES, INC. 05/30/2025 Regular 0.00 9.78 57474 27 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 11 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount HT2596 Invoice 05/30/2025 EMS Oxygen - FD 0.00 9.78
431-0000-52041 OPERATIONAL SUPPLIES EMS Oxygen - FD 9.78 AONRIS AON RISK INSURANCE SERVICES WEST INC. 05/30/2025 Regular 0.00 300.00 57475 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 8200000378530 A Invoice 05/30/2025 Equipment Floater 0.00 300.00 100-8000-52320 VEHICLE INSURANCE Equipment Floater 300.00 AUTOZO AUTOZONE LLC 05/30/2025 Regular 0.00 80.07 57476 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 05509881371 Credit Memo 05/30/2025 CREDIT 0.00 -610.03
100-1400-52080 FLEET SERVICES CREDIT -610.03
05509889447 Invoice 05/30/2025 Preventive Maint. 0.00 100.47 100-2100-52080 FLEET SERVICES Preventive Maint. 100.47
05509893772 Invoice 05/30/2025 Preventive Maint. 0.00 174.00 100-2100-52080 FLEET SERVICES Preventive Maint. 174.00
05509893863 Invoice 05/30/2025 Cabin Filter Ignition Coil 0.00 86.98 100-2100-52080 FLEET SERVICES Cabin Filter Ignition Coil 86.98 05509897596 Invoice 05/30/2025 Generator Battery 0.00 173.78 100-2200-52518 FACILITIES EXPENSE Generator Battery 173.78 05509898064 Invoice 05/30/2025 Valve Cover 0.00 79.52
100-2100-52080 FLEET SERVICES Valve Cover 79.52
05509900835 Invoice 05/30/2025 Brake Parts 0.00 60.90
100-2100-52080 FLEET SERVICES Brake Parts 60.90
05509900836 Invoice 05/30/2025 Zip-Ties 0.00 14.45
100-1400-52080 FLEET SERVICES Zip-Ties 14.45
05510383381 Credit Memo 05/30/2025 Battery 0.00 -356.08 100-1400-52080 FLEET SERVICES Battery -356.08
05510383398 Invoice 05/30/2025 Battery 0.00 356.08
100-1400-52080 FLEET SERVICES Battery 356.08
BLAVEA BLACK & VEATCH CORPORATION 05/30/2025 Regular 0.00 14,938.75 57477 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 1464698 Invoice 05/30/2025 WRF Assessment 0.00 14,938.75 310-0000-57000 CAPITAL OUTLAY - IMPR… WRF Assessment 14,938.75 PRIMO BLUE TRITON BRANDS INC 05/30/2025 Regular 0.00 224.20 57478 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 05D8720131987 Invoice 05/30/2025 Encampment 0.00 4.36
121-0000-52525 REPAIRS & MAINTENANCE… Encampment 4.36
05D8720133773 Invoice 05/30/2025 Office Water 0.00 13.99 100-2200-52040 OFFICE SUPPLIES Office Water 13.99
8720069420 Invoice 05/30/2025 Water & Dispenser 0.00 205.85 100-8000-52040 OFFICE SUPPLIES Water & Dispenser 205.85 BLUEALLY BLUEALLY TECHNOLOGY SOLUTIONS LLC 05/30/2025 Regular 0.00 1,079.88 57479 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV29341 Invoice 05/30/2025 Lobby Computer 0.00 1,079.88 100-1400-57100 CAPITAL OUTLAY - COMP… Lobby Computer 1,079.88 28 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 12 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number CAROLL CAROLLO ENGINEERS, INC. 05/30/2025 Regular 0.00 18,608.35 57480 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount FB66274 - 17 Invoice 05/30/2025 Recycled Water Conveyance 0.00 18,608.35 213-0000-52200 PROFESSIONAL SERVICES… Recycled Water Conveyance 18,608.35 CENCOASTGEN CENTRAL COAST GENERAL BUILDERS INC 05/30/2025 Regular 0.00 2,550.00 57481 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 11114 Invoice 05/30/2025 Renovation - Council Chambers 0.00 2,550.00 100-3000-57000 CAPITAL OUTLAY - IMPR… Renovation - Council Chambers 2,550.00 MONASM CHARLES A. MONASMITH 05/30/2025 Regular 0.00 2,500.00 57482 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 2867 Invoice 05/30/2025 Termite Treatment 0.00 2,500.00 100-1400-52518 FACILITIES EXPENSE Termite Treatment 2,500.00 CINTAS CINTAS CORPORATION NO. 3 05/30/2025 Regular 0.00 716.78 57483 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 4230133389 Invoice 05/30/2025 Parks/St. Uniforms 0.00 85.83 100-1400-52520 MAINTENANCE AGREEM… Parks/St. Uniforms 6.51 100-1500-52520 MAINTENANCE AGREEM… Parks/St. Uniforms 2.11 100-2100-52520 MAINTENANCE AGREEM… Parks/St. Uniforms 41.66 311-0000-52520 MAINTENANCE AGREEM… Parks/St. Uniforms 0.72 312-0000-52520 MAINTENANCE AGREEM… Parks/St. Uniforms 7.87 410-0000-52520 MAINTENANCE AGREEM… Parks/St. Uniforms 26.96 4230915367 Invoice 05/30/2025 Uniforms WW/WATER 0.00 205.59 309-0000-52520 MAINTENANCE AGREEM… Uniforms WW/WATER 40.02 310-0000-52520 MAINTENANCE AGREEM… Uniforms WW/WATER 165.57 4230915374 Invoice 05/30/2025 Parks/St. Uniforms 0.00 95.08 100-1400-52520 MAINTENANCE AGREEM… Parks/St. Uniforms 7.21 100-1500-52520 MAINTENANCE AGREEM… Parks/St. Uniforms 2.34 100-2100-52520 MAINTENANCE AGREEM… Parks/St. Uniforms 46.15 311-0000-52520 MAINTENANCE AGREEM… Parks/St. Uniforms 0.79 312-0000-52520 MAINTENANCE AGREEM… Parks/St. Uniforms 8.72 410-0000-52520 MAINTENANCE AGREEM… Parks/St. Uniforms 29.87 4231634096 Invoice 05/30/2025 Uniforms WW/WATER 0.00 330.28 309-0000-52520 MAINTENANCE AGREEM… Uniforms WW/WATER 65.49 310-0000-52520 MAINTENANCE AGREEM… Uniforms WW/WATER 264.79 CSC OF CSC OF SALINAS 05/30/2025 Regular 0.00 421.00 57484 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 001077718 Invoice 05/30/2025 Grease Fitting / Tubing Escalator #1 0.00 421.00 310-0000-52525 REPAIRS & MAINTENANCE… Grease Fitting / Tubing Escalator… 421.00 GUERR DAMIAN GUERRERO 05/30/2025 Regular 0.00 1,050.00 57485 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 259 Invoice 05/30/2025 Per PD Alley Clean Up 0.00 250.00 100-1400-52518 FACILITIES EXPENSE Per PD Alley Clean Up 250.00 260 Invoice 05/30/2025 Water Link Repairs 0.00 800.00
100-8000-52518 FACILITIES EXPENSE Water Link Repairs 800.00 NAVARR DANIEL NAVARRO 05/30/2025 Regular 0.00 17.46 57486 29 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 13 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 052825 Invoice 05/30/2025 BBQ Spices Reimbursement 0.00 17.46 310-0000-52091 TRAVEL, MEETINGS & TRA… BBQ Spices Reimbursement 17.46 DATA DATAFLOW BUSINESS SYSTEMS, INC. 05/30/2025 Regular 0.00 25.00 57487 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 422673 Invoice 05/30/2025 Copier - CC 0.00 12.50
100-2200-52520 MAINTENANCE AGREEM… Copier - CC 12.50
422822 Invoice 05/30/2025 Copier - City Hall 0.00 12.50 100-8000-52520 MAINTENANCE AGREEM… Copier - City Hall 12.50 DUNNED DUNN EDWARDS PAINTS 05/30/2025 Regular 0.00 507.88 57488 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 2046A09479 Invoice 05/30/2025 Paint for Graffiti 0.00 507.88 312-0000-52525 REPAIRS & MAINTENANCE… Paint for Graffiti 507.88 EDGES EDGES ELECTRICAL GROUP, LLC 05/30/2025 Regular 0.00 383.53 57489 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount S6432472.001 Invoice 05/30/2025 UV Station - Secondary Sensor 0.00 383.53 310-0000-52525 REPAIRS & MAINTENANCE… UV Station - Secondary Sensor 383.53 EMCPLA EMC PLANNING GROUP INC. 05/30/2025 Regular 0.00 30,569.23 57490 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 16-001-89 Invoice 05/30/2025 Miramonte 0.00 30,569.23
120-0000-52200 PROFESSIONAL SERVICES… Miramonte 30,569.23 FEDEXF FEDEX FREIGHT 05/30/2025 Regular 0.00 432.84 57491 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 9498182083 Invoice 05/30/2025 Freight Shipping - Motor 0.00 432.84 310-0000-52042 POSTAGE, SHIPPING & FR… Freight Shipping - Motor 432.84 FERGUSONUS FERGUSON US HOLDINGS, INC 05/30/2025 Regular 0.00 22,554.50 57492 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 1890237 Invoice 05/30/2025 Meter Replacement 0.00 9,877.82 309-0000-52521 METER REPAIR/REPLACE… Meter Replacement 9,877.82 1890237-1 Invoice 05/30/2025 Broken Meter Replacement 0.00 6,611.75 309-0000-52521 METER REPAIR/REPLACE… Broken Meter Replacement 6,611.75 1890239 Invoice 05/30/2025 Meter Order For Broken Meter 0.00 3,292.61 309-0000-52521 METER REPAIR/REPLACE… Meter Order For Broken Meter 3,292.61 1890449 Invoice 05/30/2025 Broken Meter Order 0.00 688.86 309-0000-52521 METER REPAIR/REPLACE… Broken Meter Order 688.86 1892955 Invoice 05/30/2025 Backflow Cesar Chavez Park 0.00 198.60 100-2100-52525 REPAIRS & MAINTENANCE… Backflow Cesar Chavez Park 198.60 1893653 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 1,044.74 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 1,044.74 1893943 Invoice 05/30/2025 1" Meter Couplings 0.00 524.40 309-0000-52525 REPAIRS & MAINTENANCE… 1" Meter Couplings 524.40 1893944 Invoice 05/30/2025 1" Meter Couplings 0.00 315.72 309-0000-52525 REPAIRS & MAINTENANCE… 1" Meter Couplings 315.72 CIT FIRST-CITIZENS BANK & TRUST CO 05/30/2025 Regular 0.00 327.72 57493 30 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 14 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 47034330 Invoice 05/30/2025 Copier - WWTP / CH 0.00 327.72 100-8000-52230 LEASE CONTRACTS Copier - WWTP / CH 172.25 309-0000-52230 LEASE CONTRACTS Copier - WWTP / CH 62.19 310-0000-52230 LEASE CONTRACTS Copier - WWTP / CH 93.28 GONZAC GONZALES ACE HARDWARE INC. 05/30/2025 Regular 0.00 86.72 57494 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 039122/3 Invoice 05/30/2025 Front St. Cabinet Locks 0.00 86.72 410-0000-52518 FACILITIES EXPENSE Front St. Cabinet Locks 86.72 GRAINE GRAINGER 05/30/2025 Regular 0.00 206.47 57495
Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 9512619561 Invoice 05/30/2025 Paper Towels - Refill Dispensers 0.00 56.60 310-0000-52518 FACILITIES EXPENSE Paper Towels - Refill Dispensers 56.60 9515735075 Invoice 05/30/2025 Time Relay - South Ponds 0.00 149.87 310-0000-52525 REPAIRS & MAINTENANCE… Time Relay - South Ponds 149.87 GRANIC GRANICUS, LLC 05/30/2025 Regular 0.00 9,561.17 57496 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 198457 Invoice 05/30/2025 Smart Gov 0.00 9,561.17
100-1200-52200 PROFESSIONAL SERVICES… Smart Gov 9,561.17 GRANIT GRANITE ROCK COMPANY 05/30/2025 Regular 0.00 1,606.30 57497 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 2226829 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 1,606.30 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 1,606.30 GRELIN GREEN LINE 05/30/2025 Regular 0.00 14,585.00 57498 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 104573 Invoice 05/30/2025 Hydro Vac Storm Drain 0.00 14,585.00 310-0000-52134 COLLECTION SYSTEM MA… Hydro Vac Storm Drain 14,585.00 GREENR GREEN RUBBER-KENNEDY AG 05/30/2025 Regular 0.00 231.33 57499 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount G-433822 Invoice 05/30/2025 O-Rings - Plant 0.00 9.18
310-0000-52525 REPAIRS & MAINTENANCE… O-Rings - Plant 9.18 G-433905 Invoice 05/30/2025 Valve Repair - UV Unit 0.00 222.15 310-0000-52525 REPAIRS & MAINTENANCE… Valve Repair - UV Unit 222.15 BURGRE GREGG BURKMAN 05/30/2025 Regular 0.00 4,681.82 57500 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 327 Invoice 05/30/2025 Professional Services - Provisional Encam… 0.00 4,681.82 121-0000-52200 PROFESSIONAL SERVICES… Professional Services - Provisiona… 4,681.82 HILLYA HILLYARD, INC. 05/30/2025 Regular 0.00 570.26 57501 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 329881 Invoice 05/30/2025 Janitorial 0.00 570.26
100-2200-52518 FACILITIES EXPENSE Janitorial 570.26
HOMEDE HOME DEPOT CREDIT SERVICES 05/30/2025 Regular 0.00 8,875.63 57502 31 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 15 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 052125 Invoice 05/30/2025 Credit Card Purchases 0.00 8,875.63 100-2100-52040 OFFICE SUPPLIES Desk Lamp 32.74
100-2100-52052 SAFETY EQUIPMENT Cooling Towel 16.37
121-0000-52525 REPAIRS & MAINTENANCE… House Home Generator 7,318.66 121-0000-52525 REPAIRS & MAINTENANCE… Freezer Refrigerator 892.57 121-0000-52525 REPAIRS & MAINTENANCE… Microwave 119.08
121-0000-52525 REPAIRS & MAINTENANCE… Folding Picnic Table 496.21 CORIX ICONIX WATERWORKS (US) INC. 05/30/2025 Regular 0.00 9,332.80 57503 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount U2516017664 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 584.41 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 584.41 U2516018731 Invoice 05/30/2025 New Hydrant - Dry Barrel to Wet Barrel 0.00 8,623.02 309-0000-57000 CAPITAL OUTLAY - IMPR… New Hydrant - Dry Barrel to Wet… 8,623.02 U2516019380 Invoice 05/30/2025 Sewer 45 Connections 0.00 125.37 121-0000-52525 REPAIRS & MAINTENANCE… Sewer 45 Connections 125.37 JAV la J.A.V. Language Solutions LLC 05/30/2025 Regular 0.00 1,080.00 57504 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 25-0199 Invoice 05/30/2025 Translation 0.00 450.00
100-1100-52200 PROFESSIONAL SERVICES… Translation 450.00 25-0212 Invoice 05/30/2025 Translation 0.00 270.00
100-1100-52200 PROFESSIONAL SERVICES… Translation 270.00 25-0236 Invoice 05/30/2025 Translation 0.00 360.00
100-1100-52200 PROFESSIONAL SERVICES… Translation 360.00 JARFAY JARVIS FAY LLP 05/30/2025 Regular 0.00 8,029.50 57505 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 20280 Invoice 05/30/2025 Attorney Services / General 0.00 7,146.00 100-1150-52215 ATTORNEY SERVICES Attorney Services / General 7,146.00 20281 Invoice 05/30/2025 Legal - Miramonte 0.00 344.50
120-0000-52200 PROFESSIONAL SERVICES… Legal - Miramonte 344.50 20283 Invoice 05/30/2025 Attorney Services 0.00 539.00
100-1150-52215 ATTORNEY SERVICES Attorney Services 539.00 POTTS JESSICA POTTS 05/30/2025 Regular 0.00 68.56 57506 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 052225 Invoice 05/30/2025 Supplies - Park Attendant Program 0.00 68.56 100-2200-52031 PROGRAM SUPPLIES Supplies - Park Attendant Progr… 68.56 CONTRE JESUS CONTRERAS 05/30/2025 Regular 0.00 336.47 57507 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 062625 Invoice 05/30/2025 Active Shooter Incident Management 0.00 336.47 100-1100-52091 TRAVEL, MEETINGS & TRA… Active Shooter Incident Manag… 336.47 JIMETI JIMENEZ TIRE SERVICE, INC. 05/30/2025 Regular 0.00 152.58 57508 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 8059 Invoice 05/30/2025 Back Tire Repair 0.00 152.58
309-0000-52080 FLEET SERVICES Back Tire Repair 152.58
MADJOR JORGE MADRIGAL 05/30/2025 Regular 0.00 29.00 57509 32 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 16 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 052725 Invoice 05/30/2025 Reimbursement For Parking & Lunch For T… 0.00 29.00 309-0000-52091 TRAVEL, MEETINGS & TRA… Reimbursement For Parking & L… 29.00 KIMLEY KIMLEY-HORN AND ASSOCIATES, INC 05/30/2025 Regular 0.00 53,113.75 57510 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 30976573 Invoice 05/30/2025 Impact Fee Study 0.00 48,996.25 100-1200-52200 PROFESSIONAL SERVICES… Impact Fee Study 48,996.25 31634014 Invoice 05/30/2025 Impact Fee Study 0.00 4,117.50 100-1200-52200 PROFESSIONAL SERVICES… Impact Fee Study 4,117.50 LCACTI L.C. ACTION POLICE SUPPLY, LTD. 05/30/2025 Regular 0.00 2,971.60 57511 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 476361 Invoice 05/30/2025 Glock - Misc Parts 0.00 2,971.60 100-1400-52043 AMMUNITION/WEAPON … Glock - Misc Parts 2,971.60 LAWPRO LAWSON PRODUCTS 05/30/2025 Regular 0.00 145.53 57512 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 9312505231 Invoice 05/30/2025 Sockets / Lock Nuts - Tools Restock 0.00 145.53 310-0000-52051 TOOLS & MINOR EQUIPM… Sockets / Lock Nuts - Tools Rest… 145.53 LPZ LPZ TIRE SERVICE INC 05/30/2025 Regular 0.00 389.40 57513 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 0320 Invoice 05/30/2025 Flat Repair 0.00 389.40
100-2100-52080 FLEET SERVICES Flat Repair 389.40
WILDHORSE M-K-S DODSON INC 05/30/2025 Regular 0.00 1,429.01 57514 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount U007F906 Invoice 05/30/2025 Supplies - Provisional Encampment 0.00 1,429.01 121-0000-52525 REPAIRS & MAINTENANCE… Supplies - Provisional Encampm… 1,429.01 MNS MNS ENGINEERS, INC 05/30/2025 Regular 0.00 77,173.25 57515 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 89836 Invoice 05/30/2025 Grant Writing BRIC 0.00 1,498.25 310-0000-57000 CAPITAL OUTLAY - IMPR… Grant Writing BRIC 1,498.25 89837 Invoice 05/30/2025 HMGP Grant Writing/Generators 0.00 657.50 100-8000-52200 PROFESSIONAL SERVICES… HMGP Grant Writing/Generators 219.16 309-0000-52200 PROFESSIONAL SERVICES… HMGP Grant Writing/Generators 219.17 310-0000-52200 PROFESSIONAL SERVICES… HMGP Grant Writing/Generators 219.17 89838 Invoice 05/30/2025 UCDR Grant Admin 0.00 4,220.00 213-0000-52200 PROFESSIONAL SERVICES… UCDR Grant Admin 4,220.00 89894 Invoice 05/30/2025 West St. Rd. Diet Proj. 0.00 70,797.50 410-0000-57000 CAPITAL OUTLAY - IMPR… West St. Rd. Diet Proj. 70,797.50 MOTORO MOTOROLA SOLUTIONS, INC. 05/30/2025 Regular 0.00 11,607.81 57516 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 33421 Invoice 05/30/2025 Motorola Lease 0.00 11,607.81
100-1400-52520 MAINTENANCE AGREEM… Motorola Lease 11,607.81 ONE WO ONE WORKPLACE L. FERRARI 05/30/2025 Regular 0.00 56,153.78 57517 33 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 17 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 177747 Invoice 05/30/2025 Renovation - Council Chambers 0.00 10,922.34 100-3000-57000 CAPITAL OUTLAY - IMPR… Renovation - Council Chambers 10,922.34 180236 Invoice 05/30/2025 AV Labor Installation - Council Chambers 0.00 13,190.85 100-3000-57000 CAPITAL OUTLAY - IMPR… AV Labor Installation - Council C… 13,190.85 181896 Invoice 05/30/2025 Counter Replacement Installation 0.00 7,363.25 100-3000-57000 CAPITAL OUTLAY - IMPR… Counter Replacement Installation 7,363.25 182989 Invoice 05/30/2025 AV Professional Services - Council Chambe… 0.00 24,677.34 100-3000-57000 CAPITAL OUTLAY - IMPR… AV Professional Services - Counci… 24,677.34 OREAUT O'REILLY AUTO PARTS 05/30/2025 Regular 0.00 164.28 57518 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 3566-247507 Invoice 05/30/2025 Shift - Expedition 0.00 89.73 310-0000-52080 FLEET SERVICES Shift - Expedition 89.73
3566-247517 Invoice 05/30/2025 Light Switch 0.00 18.50
310-0000-52080 FLEET SERVICES Light Switch 18.50
3566-247904 Invoice 05/30/2025 Battery Terminals 0.00 7.09 100-1400-52080 FLEET SERVICES Battery Terminals 7.09
3566-248373 Invoice 05/30/2025 Gear Oil for Chlorine Pump 0.00 109.21 310-0000-52525 REPAIRS & MAINTENANCE… Gear Oil for Chlorine Pump 109.21 3566-248574 Credit Memo 05/30/2025 Parts Return 0.00 -89.73 310-0000-52080 FLEET SERVICES Parts Return -89.73
3566-248585 Invoice 05/30/2025 Key Fob Battery 0.00 17.47 100-1400-52080 FLEET SERVICES Key Fob Battery 17.47
3566-248838 Invoice 05/30/2025 Tool - Shop Restock 0.00 12.01 310-0000-52051 TOOLS & MINOR EQUIPM… Tool - Shop Restock 12.01 P.G.E. PACIFIC GAS & ELECTRIC 05/30/2025 Regular 0.00 96,927.99 57519 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 051325 Invoice 05/30/2025 Lights - Miravale IIst. 0.00 136.21 651-0000-52422 STREET LIGHTING Lights - Miravale IIst. 136.21 051325B Invoice 05/30/2025 Water 0.00 38,821.28
309-0000-52400 UTILITIES Water 38,821.28
051325C Invoice 05/30/2025 Lights 0.00 7.51
410-0000-52400 UTILITIES Lights 7.51
051325D Invoice 05/30/2025 Signals 0.00 189.69
410-0000-52400 UTILITIES Signals 189.69
051325E Invoice 05/30/2025 Lights - Gallardo Park 0.00 1,411.00 100-2100-52400 UTILITIES Lights - Gallardo Park 1,411.00 051325F Invoice 05/30/2025 Signals 0.00 200.93
410-0000-52400 UTILITIES Signals 200.93
051325G Invoice 05/30/2025 OLP 0.00 278.29
651-0000-52400 UTILITIES OLP 278.29
051325H Invoice 05/30/2025 Lights 0.00 57.55
410-0000-52400 UTILITIES Lights 57.55
051325J Invoice 05/30/2025 Lights 0.00 10,158.46
410-0000-52400 UTILITIES Lights 10,158.46
051425 Invoice 05/30/2025 Lights 0.00 78.97
410-0000-52400 UTILITIES Lights 78.97
051425B Invoice 05/30/2025 Fire Dept. 0.00 927.70
100-1450-52400 UTILITIES Fire Dept. 927.70
34 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 18 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number 051425D Invoice 05/30/2025 Utilities 0.00 6,629.23
100-2100-52400 UTILITIES Parks 905.95
100-8000-52400 UTILITIES Facilities 5,359.96
410-0000-52400 UTILITIES Streets 363.32
051525 Invoice 05/30/2025 255 Soledad St. 0.00 588.88
100-1400-52400 UTILITIES 255 Soledad St. 588.88
051525B Invoice 05/30/2025 Water 0.00 14,072.08
309-0000-52400 UTILITIES Water 14,072.08
051525C Invoice 05/30/2025 Signals 0.00 15.01
410-0000-52400 UTILITIES Signals 15.01
051525D Invoice 05/30/2025 Lights 0.00 123.40
410-0000-52400 UTILITIES Lights 123.40
051525E Invoice 05/30/2025 Workforce Housing - Mora Cir. 0.00 22.28 100-1200-52400 UTILITIES Workforce Housing - Mora Cir. 22.28 051925 Invoice 05/30/2025 Utilities 0.00 3,292.04
100-1450-52400 UTILITIES Fire Dept. 618.60
410-0000-52400 UTILITIES Lights 2,673.44
052125 Invoice 05/30/2025 Community Center 0.00 3,180.74 100-2200-52400 UTILITIES Community Center 3,180.74
052225 Invoice 05/30/2025 WWTP 0.00 16,736.74
310-0000-52400 UTILITIES WWTP 16,736.74
NORTH PACIFIC STAR CHEMICAL, LLC 05/30/2025 Regular 0.00 12,623.98 57520 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 310512 Invoice 05/30/2025 Chlorine for Plant 0.00 12,623.98 310-0000-52044 CHEMICAL Chlorine for Plant 12,623.98
PACIFICWATER PACIFIC WATER ART, INCORPORATED 05/30/2025 Regular 0.00 9,775.00 57521 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 74467-RAC Invoice 05/30/2025 Splash Pad Push Button 0.00 9,775.00 651-0000-52522 PARK MAINTENANCE Splash Pad Push Button 9,775.00 PETTOW PETE'S TOWING AND P & R TOWING 05/30/2025 Regular 0.00 290.00 57522 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 35648 Invoice 05/30/2025 Evidence Tow 0.00 290.00
100-1400-52200 PROFESSIONAL SERVICES… Evidence Tow 290.00 PLACEW PLACEWORKS, INC. 05/30/2025 Regular 0.00 15,008.00 57523 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount SOLE-04.0 - 6 Invoice 05/30/2025 GP Update & REAP 0.00 15,008.00 100-1200-52200 PROFESSIONAL SERVICES… General Plan Update 11,620.50 208-0000-52200 PROFESSIONAL SERVICES… REAP 2.0 (Task H) 3,387.50 PLUMMERBUILT PLUMMERBUILT INC 05/30/2025 Regular 0.00 239,348.18 57524 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 202518 Invoice 05/30/2025 WRF Metal Building 0.00 239,348.18 310-0000-57000 CAPITAL OUTLAY - IMPR… WRF Metal Building 239,348.18 TERMIN RENTOKIL NORTH AMERICA INC 05/30/2025 Regular 0.00 180.00 57525 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 457518350 Invoice 05/30/2025 Mo Pest Control 0.00 60.00 100-2200-52520 MAINTENANCE AGREEM… Mo Pest Control 60.00 35 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 19 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number 458159012 Invoice 05/30/2025 Mo Pest Control 0.00 60.00 100-2200-52520 MAINTENANCE AGREEM… Mo Pest Control 60.00 459526686 Invoice 05/30/2025 OLP Pest Control 0.00 60.00 651-0000-52200 PROFESSIONAL SERVICES… OLP Pest Control 60.00 MY JEE SALINAS LINCOLN MERCURY, INC 05/30/2025 Regular 0.00 171.71 57526 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 263601 Invoice 05/30/2025 Suspension Parts 0.00 94.62
100-1400-52080 FLEET SERVICES Suspension Parts 94.62
263614 Invoice 05/30/2025 Suspension Parts 0.00 77.09
100-1400-52080 FLEET SERVICES Suspension Parts 77.09
SALSOL SALINAS VALLEY SOLID WASTE AUTHORITY 05/30/2025 Regular 0.00 4,832.36 57527 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount FY2024-25-Q2 Invoice 05/30/2025 Admin Fees Oct-Dec 24 0.00 4,832.36 311-0000-52200 PROFESSIONAL SERVICES… Admin Fees Oct-Dec 24 4,832.36 MEDCLE SANDRA LOPEZ MEDINA 05/30/2025 Regular 0.00 6,760.00 57528 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 0850 Invoice 05/30/2025 Unit Disinfecting 0.00 420.00
100-1400-52080 FLEET SERVICES Unit Disinfecting 420.00
0856 Invoice 05/30/2025 Janitorial Service 0.00 1,937.50 100-1400-52518 FACILITIES EXPENSE Janitorial Service 1,937.50 0857 Invoice 05/30/2025 Janitorial - Trailer 0.00 450.00 310-0000-52518 FACILITIES EXPENSE Janitorial - Trailer 450.00 0858 Invoice 05/30/2025 Janitorial - City Hall 0.00 2,257.50 100-8000-52518 FACILITIES EXPENSE Janitorial - City Hall 2,257.50 0860 Invoice 05/30/2025 Janitorial - Water/WWTP 0.00 980.00 309-0000-52518 FACILITIES EXPENSE Janitorial - Water/WWTP 196.00 310-0000-52518 FACILITIES EXPENSE Janitorial - Water/WWTP 784.00 0863 Invoice 05/30/2025 Janitorial - Blue Building 0.00 335.00 310-0000-52518 FACILITIES EXPENSE Janitorial - Blue Building 335.00 900 Invoice 05/30/2025 Carpet Cleaning 0.00 380.00
100-1400-52518 FACILITIES EXPENSE Carpet Cleaning 380.00 CASAPIAS SHANNON CASAPIA 05/30/2025 Regular 0.00 1,100.00 57529 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 052725 Invoice 05/30/2025 Band Performance - Music in the Park 0.00 1,100.00 100-2200-52105 SPECIAL EVENTS Band Performance - Music in the… 1,100.00 SIGNA SIGNA SERVICES INC. 05/30/2025 Regular 0.00 125.00 57530 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 250602 Invoice 05/30/2025 Renewal - R. Monitoring Annual MAY 0.00 125.00 310-0000-52134 COLLECTION SYSTEM MA… Renewal - MAY 125.00 SIMONDS SIMONDS MACHINERY CO 05/30/2025 Regular 0.00 27,016.41 57531 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV23774 Invoice 05/30/2025 Pump for Flush Truck to Clean Sewer Lines 0.00 27,016.41 310-0000-52134 COLLECTION SYSTEM MA… Pump for Flush Truck to Clean S… 27,016.41 SOLAUT SOLEDAD AUTO PARTS 05/30/2025 Regular 0.00 540.08 57532 36 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 20 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 188673 Invoice 05/30/2025 Shop Restock Tools 0.00 212.84 310-0000-52051 TOOLS & MINOR EQUIPM… Shop Restock Tools 212.84 188697 Invoice 05/30/2025 Shop Restock Tools 0.00 202.05 310-0000-52051 TOOLS & MINOR EQUIPM… Shop Restock Tools 202.05 188730 Invoice 05/30/2025 Shop Tools 0.00 125.19
310-0000-52051 TOOLS & MINOR EQUIPM… Shop Tools 125.19
SOLTRU SOLEDAD TRUE VALUE 05/30/2025 Regular 0.00 79.19 57533 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 34447 Invoice 05/30/2025 Cutter Snip 0.00 18.56
100-2100-52525 REPAIRS & MAINTENANCE… Cutter Snip 18.56 351833 Invoice 05/30/2025 Toilet Float 0.00 9.82
100-8000-52518 FACILITIES EXPENSE Toilet Float 9.82
351834 Invoice 05/30/2025 Toilet Seat 0.00 13.10
100-8000-52518 FACILITIES EXPENSE Toilet Seat 13.10
352664 Invoice 05/30/2025 Irrigation Parts 0.00 4.14
100-2100-52525 REPAIRS & MAINTENANCE… Irrigation Parts 4.14 352727 Invoice 05/30/2025 Hardware Supplies 0.00 7.35
100-2200-52518 FACILITIES EXPENSE Hardware Supplies 7.35 354119 Invoice 05/30/2025 Facility - Landscape 0.00 26.22 100-2200-52518 FACILITIES EXPENSE Facility - Landscape 26.22 SOUBAY SOUTH BAY REGIONAL PUBLIC SAFETY TRAINING CONSORTI 05/30/2025 Regular 0.00 90.00 57534 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 172525 INV Invoice 05/30/2025 Training - Vargas 0.00 90.00 100-1400-52091 TRAVEL, MEETINGS & TRA… Training - Vargas 90.00 SPCAMO SPCA OF MONTEREY COUNTY 05/30/2025 Regular 0.00 10,290.00 57535 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 4-25 Invoice 05/30/2025 ACO Monthly Fees 0.00 10,290.00 312-0000-52235 ANIMAL SERVICES ACO Monthly Fees 10,290.00 STAPLE STAPLES BUSINESS CREDIT 05/30/2025 Regular 0.00 3,139.71 57536 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 6027450286 Invoice 05/30/2025 Copy Paper / File Folders 0.00 414.10 100-8000-52040 OFFICE SUPPLIES Copy Paper / File Folders 414.10 6030127218 Invoice 05/30/2025 Finance Bankers Boxes 0.00 66.30 100-1300-52040 OFFICE SUPPLIES Finance Bankers Boxes 66.30 6030127220 Invoice 05/30/2025 Supplies - FD 0.00 192.97 100-1450-52041 OPERATIONAL SUPPLIES Supplies - FD 192.97 6030127221 Invoice 05/30/2025 Office Supplies 0.00 106.90 100-1100-52040 OFFICE SUPPLIES Office Supplies 106.90
6030127228 Invoice 05/30/2025 Office Supplies - FD 0.00 884.49 100-1450-52040 OFFICE SUPPLIES Office Supplies - FD 884.49 6030127230 Invoice 05/30/2025 Office Supplies 0.00 16.05 100-1100-52040 OFFICE SUPPLIES Office Supplies 16.05
6030127233 Invoice 05/30/2025 Office Supplies 0.00 23.36 100-1100-52040 OFFICE SUPPLIES Office Supplies 23.36
6032960311 Invoice 05/30/2025 Breakroom Supplies 0.00 15.50 100-1400-52115 SUNDRY Breakroom Supplies 15.50
37 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 21 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number 6032960312 Invoice 05/30/2025 Cleaning Supplies 0.00 63.46 100-1400-52518 FACILITIES EXPENSE Cleaning Supplies 63.46 6032960313 Invoice 05/30/2025 USB's 0.00 280.31
100-1400-57100 CAPITAL OUTLAY - COMP… USB's 280.31
6032960315 Invoice 05/30/2025 Office Supplies 0.00 6.22 100-1400-52040 OFFICE SUPPLIES Office Supplies 6.22
6032960316 Invoice 05/30/2025 Office Supplies 0.00 42.27 100-1400-52040 OFFICE SUPPLIES Office Supplies 42.27
6032960318 Invoice 05/30/2025 Toner 0.00 396.12
100-1400-57100 CAPITAL OUTLAY - COMP… Toner 396.12
6032960320 Invoice 05/30/2025 Cleaning Supplies 0.00 53.28 100-1400-52518 FACILITIES EXPENSE Cleaning Supplies 53.28 6032960322 Invoice 05/30/2025 Office Supplies 0.00 24.02 100-1400-52040 OFFICE SUPPLIES Office Supplies 24.02
6032960324 Invoice 05/30/2025 Breakroom & Cleaning 0.00 91.84 100-1400-52115 SUNDRY Supplies - Breakroom 58.10
100-1400-52518 FACILITIES EXPENSE Supplies - Cleaning 33.74 6032960326 Invoice 05/30/2025 Office Supplies 0.00 32.78 100-1400-52040 OFFICE SUPPLIES Office Supplies 32.78
6032960328 Invoice 05/30/2025 USB's & Office Supplies 0.00 246.61 100-1400-52040 OFFICE SUPPLIES Office Supplies 198.65
100-1400-57100 CAPITAL OUTLAY - COMP… USB's 47.96
6032960331 Invoice 05/30/2025 Cleaning Supplies 0.00 34.73 100-1400-52518 FACILITIES EXPENSE Cleaning Supplies 34.73 6032960332 Invoice 05/30/2025 Office Cleaning 0.00 127.54 100-1400-52040 OFFICE SUPPLIES Supplies - Office 82.90
100-1400-52518 FACILITIES EXPENSE Supplies - Cleaning 44.64 6032960334 Invoice 05/30/2025 Tissue 0.00 20.86
100-1400-52518 FACILITIES EXPENSE Tissue 20.86
THOMASAIR THOMAS AIR SYSTEMS, INC 05/30/2025 Regular 0.00 16,068.41 57537 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 1000582 Invoice 05/30/2025 Service on Blowers 0.00 16,068.41 310-0000-52525 REPAIRS & MAINTENANCE… Service on Blowers 16,068.41 TMOBIL T-MOBILE USA, INC 05/30/2025 Regular 0.00 340.80 57538 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 051225B Invoice 05/30/2025 Cell Phones CED 0.00 340.80
100-1200-52415 CELLULAR PHONE Cell Phones CED 340.80
TMOBIL T-MOBILE USA, INC 05/30/2025 Regular 0.00 369.95 57539 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 051225 B Invoice 05/30/2025 Phone Svs. 0.00 369.95
100-1000-52415 CELLULAR PHONE Phone Svs. 266.10
100-1100-52415 CELLULAR PHONE Phone Svs. 103.85
TMOBIL T-MOBILE USA, INC 05/30/2025 Regular 0.00 1,064.26 57540 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 051225 Invoice 05/30/2025 Phone Svs. 0.00 1,064.26
100-1400-52410 TELEPHONE/DATA/PAGER Phone Svs. 1,064.26 TRACK TRACNET 05/30/2025 Regular 0.00 25,716.08 57541
38 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 22 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 10113 Invoice 05/30/2025 TracNet Maintenance 0.00 5,000.00 100-1400-52520 MAINTENANCE AGREEM… TracNet Maintenance 5,000.00 10131 Invoice 05/30/2025 TracNet - Maintenance 0.00 20,716.08 100-1400-52520 MAINTENANCE AGREEM… TracNet - Maintenance 20,716.08 TRINIP TRINIDAD ZAVALA 05/30/2025 Regular 0.00 3,027.00 57542 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 2025.1.23-3 Invoice 05/30/2025 Leak Repair W.Bathroom / Faucet B.Buildi… 0.00 445.00 310-0000-52518 FACILITIES EXPENSE Leak Repair W.Bathroom / Fauc… 445.00 2025.1.23-5 Invoice 05/30/2025 Install New Faucet - B.Building 0.00 257.00 310-0000-52518 FACILITIES EXPENSE Install New Faucet - B.Building 257.00 25-05814 F Invoice 05/30/2025 Professional Services - Provisional Encam… 0.00 2,325.00 121-0000-52200 PROFESSIONAL SERVICES… Professional Services - Provisiona… 2,325.00 TYLER TYLER TECHNOLOGIES 05/30/2025 Regular 0.00 250.00 57543 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 025-500603 Credit Memo 05/30/2025 Bus. License Annual Fee CREDIT 0.00 -1,000.00 100-8000-52200 PROFESSIONAL SERVICES… Bus. License Annual Fee CREDIT -1,000.00 025-505695 Invoice 05/30/2025 System Conversion Proj. Mgmt. 0.00 250.00 100-8000-52200 PROFESSIONAL SERVICES… System Conversion Proj. Mgmt. 250.00 025-509791 Invoice 05/30/2025 Server Migration 0.00 1,000.00 100-8000-52200 PROFESSIONAL SERVICES… Server Migration 1,000.00 USBANP U.S. BANK CORPORATE PAYMENT SYSTEM 05/30/2025 Regular 0.00 248.51 57544 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 050625JL Invoice 05/30/2025 Credit Card Purchases 0.00 248.51 100-1450-52400 UTILITIES Dish 168.49
100-1450-52410 TELEPHONE/DATA/PAGER Verizon 80.02
ULINE ULINE, INC 05/30/2025 Regular 0.00 110.93 57545
Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 192388895 Invoice 05/30/2025 Safety Mirror 0.00 110.93
100-1400-52051 TOOLS & MINOR EQUIPM… Safety Mirror 110.93 UNION UNION PACIFIC RAILROAD COMPANY 05/30/2025 Regular 0.00 2,790.45 57546 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 340026395 Invoice 05/30/2025 3yr. Encroachment Fence Lease 0.00 2,790.45 100-2100-52066 AGENCY FEES 3yr. Encroachment Fence Lease 2,790.45 VOYAG US BANK VOYAGER FLEET SYSTEMS, INC. 05/30/2025 Regular 0.00 14,831.75 57547 39 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 23 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 8691428362521 Invoice 05/30/2025 Fuel 0.00 14,831.75
100-1400-52085 FUEL PD Fuel 4,945.10
100-1400-52085 FUEL PW Units 232.09
100-1450-52085 FUEL Fire Dept. Fuel 1,556.71
100-2100-52085 FUEL PW Units 1,459.09
100-2100-52085 FUEL PW Units 114.26
100-2200-52085 FUEL Rec Van 72.03
100-8000-52080 FLEET SERVICES Multi Use 984.75
309-0000-52085 FUEL WATER Fuel 1,791.41
310-0000-52085 FUEL WWTP Fuel 2,233.42
311-0000-52085 FUEL PW Units 29.80
312-0000-52085 FUEL ACO Fuel 379.78
312-0000-52085 FUEL PW Units 261.66
410-0000-52085 FUEL PW Units 771.65
UTILTE UTILITY TELECOM GROUP, LLC 05/30/2025 Regular 0.00 4,532.15 57548 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 90239000000025…Invoice 05/30/2025 City Phones 0.00 4,532.15 100-8000-52410 TELEPHONE/DATA/PAGER City Phones 4,532.15 VEOLIA VEOLIA WATER TECHNOLOGIES CANADA INC 05/30/2025 Regular 0.00 11,885.30 57549 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 25002313 RI 050… Invoice 05/30/2025 Chain Replacement - Escalator 0.00 11,885.30 310-0000-57000 CAPITAL OUTLAY - IMPR… Chain Replacement - Escalator 11,885.30 WALLAC WALLACE GROUP 05/30/2025 Regular 0.00 61,732.45 57550 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 65092 Invoice 05/30/2025 CM Front St. Proj. 0.00 44,746.70 412-0000-57000 CAPITAL OUTLAY - IMPR… CM Front St. Proj. 44,746.70 65093 Invoice 05/30/2025 Pedestrian Safety HSIP 10 0.00 4,975.50 410-0000-57000 CAPITAL OUTLAY - IMPR… Pedestrian Safety HSIP 10 4,975.50 65096 Invoice 05/30/2025 Front St. Landscape Proj. 0.00 12,010.25 412-0000-57000 CAPITAL OUTLAY - IMPR… Front St. Landscape Proj. 12,010.25 Z&M EN Z&M ENTERPRISE, LLC 05/30/2025 Regular 0.00 3,982.83 57551 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 1457 Invoice 05/30/2025 Wiper Cylinder Kit - UV Station 0.00 3,982.83 310-0000-52525 REPAIRS & MAINTENANCE… Wiper Cylinder Kit - UV Station 3,982.83 Total Regular: 0.00 1,036,384.12
40 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 24 of 25
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payment Type: Bank Draft
EFTPS EFTPS 05/30/2025 Bank Draft 0.00 8,812.28 DFT0000065 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000568 Invoice 05/30/2025 MEDICARE W/H 0.00 8,812.28 100-0000-21110 FICA/MEDICARE PAYABLE MEDICARE W/H 5,011.12 121-0000-21110 FICA/MEDICARE PAYABLE MEDICARE W/H 85.30 309-0000-21110 FICA/MEDICARE PAYABLE MEDICARE W/H 775.44 310-0000-21110 FICA/MEDICARE PAYABLE MEDICARE W/H 2,037.96 311-0000-21110 FICA/MEDICARE PAYABLE MEDICARE W/H 172.24 312-0000-21110 FICA/MEDICARE PAYABLE MEDICARE W/H 138.74 410-0000-21110 FICA/MEDICARE PAYABLE MEDICARE W/H 487.94 416-0000-21110 FICA/MEDICARE PAYABLE MEDICARE W/H 78.40 531-0000-21110 FICA/MEDICARE PAYABLE MEDICARE W/H 25.14 EFTPS EFTPS 05/30/2025 Bank Draft 0.00 37,679.80 DFT0000066 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000569 Invoice 05/30/2025 FICA W/H 0.00 37,679.80
100-0000-21110 FICA/MEDICARE PAYABLE FICA W/H 21,426.10 121-0000-21110 FICA/MEDICARE PAYABLE FICA W/H 364.72
309-0000-21110 FICA/MEDICARE PAYABLE FICA W/H 3,315.22
310-0000-21110 FICA/MEDICARE PAYABLE FICA W/H 8,714.22
311-0000-21110 FICA/MEDICARE PAYABLE FICA W/H 737.32
312-0000-21110 FICA/MEDICARE PAYABLE FICA W/H 592.98
410-0000-21110 FICA/MEDICARE PAYABLE FICA W/H 2,086.62
416-0000-21110 FICA/MEDICARE PAYABLE FICA W/H 335.16
531-0000-21110 FICA/MEDICARE PAYABLE FICA W/H 107.46
EFTPS EFTPS 05/30/2025 Bank Draft 0.00 29,028.54 DFT0000067 Account Number Account Name Item Description Distribution Amount Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount INV0000571 Invoice 05/30/2025 FEDERAL TAX 0.00 29,028.54 100-0000-21120 FEDERAL TAX PAYABLE FEDERAL TAX 17,338.85 121-0000-21120 FEDERAL TAX PAYABLE FEDERAL TAX 271.87
309-0000-21120 FEDERAL TAX PAYABLE FEDERAL TAX 2,324.20 310-0000-21120 FEDERAL TAX PAYABLE FEDERAL TAX 6,598.51 311-0000-21120 FEDERAL TAX PAYABLE FEDERAL TAX 513.13
312-0000-21120 FEDERAL TAX PAYABLE FEDERAL TAX 355.81
410-0000-21120 FEDERAL TAX PAYABLE FEDERAL TAX 1,201.32 416-0000-21120 FEDERAL TAX PAYABLE FEDERAL TAX 341.86
531-0000-21120 FEDERAL TAX PAYABLE FEDERAL TAX 82.99
Total Bank Draft: 0.00 75,520.62
Regular Checks
Manual Checks
Voided Checks
Discount
Payment
Payment Type Count
Bank Code APRAB Summary
Bank Drafts
EFT's
95 0
3 3
16 0.00
0.00 0.00
0.00 0.00
117 0.00
Payment
1,036,384.12
0.00 0.00
75,520.62
70,025.99
1,181,930.73
Payable
Count
279
0 0
3 37
319
41 Check Report Date Range: 05/29/2025 - 06/11/2025
6/11/2025 2:16:52 PM Page 25 of 25
All Bank Codes Check Summary
Payment Type Discount
Payment
Count Payment
Payable
Count
Regular Checks
Manual Checks
Voided Checks
Bank Drafts
EFT's
95 0
3 3
16 0.00
0.00 0.00
0.00 0.00
117 0.00
1,036,384.12
0.00 0.00
75,520.62
70,025.99
1,181,930.73
279
0 0
3 37
319
Fund Name Period Amount
Fund Summary
999 POOLED CASH 5/2025 1,111,904.74
999 POOLED CASH 6/2025 70,025.99
1,181,930.73
42 SUBJECT: Resolution No. 6246, A Resolution of the City Council of the City of Soledad Approving a Non-Exclusive Professional Service Agreement with 4LEAF Inc. in an Amount not to Exceed $110,000 for Plan Review, Inspection, Building Official, and Related Services, Upon Approval of the FY 25/26 Budget, and Authorizing the City Manager to Execute Said Agreement; and
Resolution No. 6247, A Resolution of the City Council of the City of Soledad Approving a Non-Exclusive Professional Service Agreement with CSG Consultants Inc. in an Amount not to Exceed $100,000 for Technical Building and Planning Division Services for Special Projects Upon Approval of the FY 25/26 Budget, and Authorizing the City Manager to Execute Said Agreement
TO: Honorable Mayor Velazquez and the City Council
FROM: Beatriz Trujillo, Community and Economic Development Director and Ariana Mora, Senior Planner
MEETING DATE: June 18, 2025
CITY OF SOLEDAD
STAFF REPORT
THROUGH: Megan Hunter, City Manager
AGENDA ITEM NO. 3.
Recommendation
Staff recommends that the City Council of the City of Soledad adopt:
1. Resolution No. 6246, “A Resolution of the City Council of the City of Soledad Approving a NonExclusive Professional Service Agreement with 4LEAF Inc. in an Amount not to Exceed $110,000 for Plan Review, Inspection, Building Official, and Related Services, Upon Approval of the FY 25/26 Budget, and Authorizing the City Manager to Execute Said Agreement.”
2. Resolution No. 6247, “A Resolution of the City Council of the City of Soledad Approving a NonExclusive Professional Service Agreement with CSG Consultants Inc. in an Amount not to Exceed $100,000 for Technical Building and Planning Division Services for Special Projects Upon Approval of the FY 25/26 Budget, and Authorizing the City Manager to Execute Said Agreement.”
Executive Summary
Since 2011, the Community and Economic Development Department has contracted with the same 43 Since 2011, the Community and Economic Development Department has contracted with the same consulting firm to provide building division services in Soledad under an annually extended agreement.
These services include building and fire plan reviews, inspections, structural engineering, and stormwater compliance. To ensure compliance with procurement regulations and to evaluate alternative service providers, the City issued a Request for Proposals (RFP) from May 16 to May 30, 2025. The RFP process resulted in four proposals, which were carefully reviewed and evaluated through interviews. Following this evaluation, Staff identified two firms as highly qualified: 4LEAF, Inc. and CSG Consultants, Inc. Staff recommends entering into a contract with 4LEAF, Inc. to provide ongoing plan review and inspection services, as well as the services of a Building Official. Additionally, Staff recommends contracting with CSG Consultants, Inc. to provide planning services and support for building and construction management on special projects.
Background
The City of Soledad has contracted with CSG Consultants Inc. since 2011 to provide Building Official services, along with associated plan review and inspection functions. Over time, the scope of work has expanded to include a contract City Building Official, civil plan review, stormwater compliance, and oversight of planning activities. Despite the essential nature of these services, the City had not conducted a formal Request for Proposals (RFP) process for their continuation.
To align with best practices and comply with applicable Government Code requirements, on June 19, 2024, the City Council approved Amendment No. 2 to the CSG contract, extending the agreement through June 30, 2025, under the condition that staff would issue an RFP and select a firm through a competitive process to provide similar services starting July 1, 2025.
Review & Analysis
The City issued a formal RFP from May 16 to May 30, 2025, seeking proposals from qualified firms to provide comprehensive Building Division services. These services include building and fire plan checks, inspections, structural engineering, a contract City Building Official, and, if needed, planning and code enforcement support. The RFP process yielded four responsive proposals from:
4LEAF Inc.
CSG Consultants
SCA (Shums Coda Associates)
Bureau Veritas
Each firm demonstrated experience in municipal building division services and currently works with cities of similar size and scale throughout California. Staff conducted 30-minute interviews on June 6, 2025, with each firm to evaluate qualifications, staffing capacity, plan review processes, and fee structures. Proposals were reviewed and scored independently based on predefined evaluation criteria.
Following a thorough evaluation of all submitted proposals, 4LEAF Inc. and CSG Consultant Inc. have been identified as the most qualified and cost-effective providers. 4LEAF Inc. offers a robust project management platform and a well-established quality assurance workflow, both of which will enhance efficiency in processing applications. Their proposed scope 44 includes building and fire plan review, building inspection, structural engineering review, and fire inspection services. Staff recommends awarding a one-year, non-exclusive agreement to 4LEAF Inc., effective July 1, 2025, through June 30, 2026 to provide regular plan review and inspections and the services of a Building Official.
CSG Consultants, Inc. currently provides the City with Building Official and inspection services. The assigned Building Official is locally based, brings valuable expertise, and has played a key role in overseeing several critical construction projects. The City wishes to retain his support to assist with project management and to ensure the successful closeout of projects already underway. Additionally, the City has been utilizing a CSG planning consultant on several major economic development initiatives. Given the consultant’s experience and the importance of these projects, the City intends to continue these planning services. To support continuity and ensure the successful completion of ongoing efforts, the City proposes entering into a one-year, non-exclusive agreement with CSG Consultants, Inc., effective July 1, 2025, through June 30, 2026.
The selected firms will provide support to the Community and Economic Development Department. To ensure efficient service delivery and prevent duplication of efforts, the Community and Economic Development Director and Senior Planner will actively oversee consultant work assignments and coordinate tasks between the firms as needed. Any additional services beyond the scope of the original agreements will require a formal contract amendment, subject to review and approval by the City Council.
Financial Considerations
Building permit and plan review fees collected by the City are used to fund contracted building division services. For Fiscal Year 2025–2026, the City has allocated $210,000 in the budget for these services.
The proposed contract awards—$110,000 to 4LEAF, Inc. and $100,000 to CSG Consultants, Inc.—fall within this approved budget. The Community and Economic Development Department will closely monitor monthly expenditures and permit-related revenue to ensure that contract costs remain in alignment with fee-based revenue collection throughout the fiscal year.
Alternatives
Do not approve Resolution No. 6246, awarding 4LEAF Inc., and Resolution No. 6247, awarding CSG Consultants Inc.
Choose an alternate firm for the award with the required findings.
Do not move forward with any proposal and re-advertise the Request for Proposal. This is not recommended as the contract with CSG for critical building service expires on June 30, 2025, and any service break would delay permitting.
Planning/CEQA
The approval of a contract for professional services is not a project under CEQA pursuant to CEQA Guidelines § 15378(b)(5), as it involves administrative activities that do not result in any direct or indirect physical changes to the environment.
Public Notice Requirements
None required.
Attachment(s):
45 Resolution No. 6246
Exhibit A - Consulting Services Agreemet - 4Leaf
Resolution No. 6247
Exhibit A - Consulting Services Agreement - CSG
Attachment(s):
46 RESOLUTION NO. 6246
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SOLEDAD
APPROVING A NON-EXCLUSIVE PROFESSIONAL SERVICES AGREEMENT WITH 4LEAF, INC., IN AN AMOUNT NOT TO EXCEED $110,000, FOR PLAN REVIEW,
INSPECTION, BUILDING OFFICIAL, AND RELATED SERVICES, UPON APPROVAL OF THE FY 2025–2026 BUDGET, AND AUTHORIZING THE CITY
MANAGER TO EXECUTE THE AGREEMENT
WHEREAS, Staff initiated an RFP process from May 16 to May 30, 2025, for proposals for building division and planning services that included reviews and inspections of building and fire plans, along with a contract for a City Building Official; and WHEREAS, Staff received four (4) proposals from certified firms that have experience with building and planning services throughout California and on June 6, 2025, Staff interviewed all four firms, scoring interviews based on the firm’s work capacity, ability to meet proposed plan review and/or services, understanding of the scope of work and evaluation on costs based on the services provided; and
WHEREAS, after reviewing these proposals, Staff selected 4LEAF Inc. (“4LEAF”) based on the criteria set forth above; and
WHEREAS, $210,000 has already been budgeted in FY 25/26 for Professional Services for the Community and Economic Development Department for Building Division services, including plan check, inspections, and a Contract City Building Official.
NOW, THEREFORE BE IT HEREBY RESOLVED, by the City Council of the City of Soledad that the contract with 4LEAF in the not-to-exceed amount of $110,000 for Building Division Services, a copy of which is attached hereto as Exhibit A, and by this reference incorporated herein, is hereby approved, and the City Manager is authorized and directed to execute the same on behalf of the City.
PASSED AND ADOPTED by the CityCouncil of the City of Soledad, at a regular meeting duly held on the 18th day of June 2025, by the following vote:
AYES, and in favor thereof Councilmembers:
NOES, Councilmembers:
ABSENT, Councilmembers:
ABSTAIN, Councilmembers:
47 ANNA M. VELAZQUEZ, Mayor
ATTEST:
MEGAN HUNTER, City Clerk
48 Exhibit “A”
NON-EXCLUSIVE CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOLEDAD AND
(4Leaf Inc.)
THIS AGREEMENT for consulting services is made by and between the City of Soledad (“City”) and 4Leaf Inc. (“Consultant”) (together referred to as the “Parties”) as of July 1, 2025 (the “Effective Date”).
Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Work attached as Attachment 1, and incorporated herein, at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Attachment 1, the Agreement shall prevail.
1.1 Term of Services. The term of this Agreement shall begin on the Effective Date and shall end on June 30, 2026, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the City’s right to terminate the Agreement, as referenced in Section 8.
1.2 Standard of Performance. Consultant shall perform all services required pursuant to this Agreement according to the standards observed by a competent practitioner of the profession in which Consultant is engaged.
1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.
1.4 Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section 1.1 above and to satisfy Consultant’s obligations hereunder.
1.5 Public Works Requirements.
Intentionally Left Blank
Section 2. COMPENSATION. City hereby agrees to pay Consultant a not-to-exceed amount of One Hundred and Ten Thousand Dollars ($110,000) notwithstanding any contrary indications that may be contained in Consultant’s proposal, for services to be performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this Agreement and Consultant’s proposal, attached as Attachment 1, regarding the amount of compensation, the Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to City in the manner specified herein. Except as specifically authorized by City in writing, Consultant shall not bill City for duplicate services performed by more than one person.
49 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
Consultant and City acknowledge and agree that compensation paid by City to Consultant under this Agreement is based upon Consultant’s estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Consultant. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement.
2.1 Invoices. Consultant shall submit invoices, not more often than once a month during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. Invoices shall contain the following information:
Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.;
The beginning and ending dates of the billing period; A Task Summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion;
At City’s option, for each work item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person doing the work, the hours spent by each person, a brief description of the work, and each reimbursable expense;
The total number of hours of work performed under the Agreement by Consultant and each employee, agent, and subcontractor of Consultant performing services hereunder;
The Consultant’s signature;
Consultant shall give separate notice to the City when the total number of hours worked by Consultant and any individual employee, agent, or subcontractor of Consultant reaches or exceeds 800 hours within a 12-month period under this Agreement and any other agreement between Consultant and City. Such notice shall include an estimate of the time necessary to complete work described in a given task order and the estimate of time necessary to complete work under any other agreement between Consultant and City, if applicable.
2.2 Monthly Payment. City shall make monthly payments, based on invoices received, for services satisfactorily performed, and for authorized reimbursable costs incurred. City shall have 30 days from the receipt of an invoice that complies with all of the requirements above to pay Consultant.
2.3 Final Payment. City shall pay the last 10% of the total sum due pursuant to each task order within 60 days after completion of the services and submittal to City of a final invoice, if all services required have been satisfactorily performed.
2.4 Total Payment. City shall pay for the services to be rendered by Consultant pursuant to this Agreement. City shall not pay any additional sum for any expense or cost whatsoever incurred by Consultant in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement. 50 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment.
2.5 Hourly Fees. Fees for work performed by Consultant on an hourly basis shall not exceed the amounts shown on the compensation schedule attached hereto as Attachment 1.
2.6 Reimbursable Expenses. Reimbursable expenses are included in the total amount of compensation provided under this Agreement that shall not be exceeded.
2.7 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.
2.8 Payment upon Termination. In the event that the City or Consultant terminates this Agreement pursuant to Section 8, the City shall compensate the Consultant for all outstanding costs and reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets to verify costs incurred to that date.
2.9 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.
Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement. City shall make available to Consultant only the facilities and equipment listed in this section, and only under the terms and conditions set forth herein.
City shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for Consultant’s use while consulting with City employees and reviewing records and the information in possession of the City. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of City. In no event shall City be obligated to furnish any facility that may involve incurring any direct expense, including but not limited to computer, long-distance telephone or other communication charges, vehicles, and reproduction facilities.
Section 4. INSURANCE REQUIREMENTS. Before beginning any work under this Agreement, Consultant, at its own cost and expense, unless otherwise specified below, shall procure the types and amounts of insurance listed below against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Consultant and its agents, representatives, employees, and subcontractors. Consistent with the following provisions, Consultant shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects, and that such insurance is in effect prior to beginning work to the City. Consultant shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant's bid. Consultant shall not allow 51 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
any subcontractor to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s) and provided evidence that such insurance is in effect to City. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. Consultant shall maintain all required insurance listed herein for the duration of this Agreement.
4.1 Workers’ Compensation. Consultant shall, at its sole cost and expense, maintain Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance for any and all persons employed directly or indirectly by Consultant. The Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance shall be provided with limits of not less than $2,000,000 per accident. In the alternative, Consultant may rely on a selfinsurance program to meet those requirements, but only if the program of self-insurance complies fully with the provisions of the California Labor Code. Determination of whether a self-insurance program meets the standards of the Labor Code shall be solely in the discretion of the Contract Administrator. The insurer, if insurance is provided, or the Consultant, if a program of self-insurance is provided, shall waive all rights of subrogation against the City and its officers, officials, employees, and volunteers for loss arising from work performed under this Agreement.
4.2 Commercial General and Automobile Liability Insurance.
4.2.1 General requirements. Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than $2,000,000 per occurrence, combined single limit coverage for risks associated with the work contemplated by this Agreement. If a Commercial General Liability Insurance or an Automobile Liability form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from activities contemplated under this Agreement, including the use of owned and non-owned automobiles.
4.2.2 Minimum scope of coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (most recent edition) covering comprehensive General Liability on an “occurrence” basis. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (most recent edition), Code 1 (any auto). No endorsement shall be attached limiting the coverage.
4.2.3 Additional requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy:
a. The Insurance shall cover on an occurrence or an occurrence basis, and not on a claims-made basis.
52 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
b. City, its officers, officials, employees, and volunteers are to be covered as insureds as respects: liability arising out of work or operations performed by or on behalf of the Consultant; or automobiles owned, leased, hired, or borrowed by the Consultant
c. For any claims related to this Agreement or the work hereunder, the Consultant’s insurance covered shall be primary insurance as respects the City, its officers, officials, employees, and volunteers. Any insurance or selfinsurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
d. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled by either party, except after 30 days’ prior written notice has been provided to the City.
4.3 Professional Liability Insurance.
4.3.1 General requirements. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than $1,000,000 covering the licensed professionals’ errors and omissions. Any deductible or self-insured retention shall not exceed $150,000 per claim.
4.3.2 Claims-made limitations. The following provisions shall apply if the professional liability coverage is written on a claims-made form:
a. The retroactive date of the policy must be shown and must be before the date of the Agreement.
b. Insurance must be maintained and evidence of insurance must be provided for at least five years after completion of the Agreement or the work, so long as commercially available at reasonable rates.
c. If coverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the date of this Agreement, Consultant must purchase an extended period coverage for a minimum of five years after completion of work under this Agreement. d. A copy of the claim reporting requirements must be submitted to the City for review prior to the commencement of any work under this Agreement.
4.4 All Policies Requirements.
4.4.1 Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII. 53 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
4.4.2 Verification of coverage. Prior to beginning any work under this Agreement, Consultant shall furnish City with a complete copy of the certificate of insurance delivered to Consultant by the insurer. Certificates of insurance shall show the signature of a person authorized by that insurer to bind coverage on its behalf. If the City does not receive the required insurance documents prior to the Consultant beginning work, it shall not waive the Consultant’s obligation to provide them. If the Certificate of Insurance refers to the policy and it is necessary as a reference, then the City will reserve the right to require complete copies of all required insurance policies at any time.
4.4.3 Deductibles and Self-Insured Retentions. Consultant shall disclose to and obtain the written approval of City for the self-insured retentions and deductibles before beginning any of the services or work called for by any term of this Agreement. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, employees, and volunteers; or the Consultant shall provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration and defense expenses.
4.4.4 Wasting Policies. No policy required by this Section 4 shall include a “wasting” policy limit (i.e. limit that is eroded by the cost of defense).
4.4.5 Waiver of Subrogation. Consultant hereby agrees to waive subrogation which any insurer or contractor may require from vendor by virtue of the payment of any loss.
Consultant agrees to obtain any endorsements that may be necessary to affect this waiver of subrogation.
The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the entity for all work performed by the consultant, its employees, agents, and subcontractors.
4.4.6 Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein.
4.5 Remedies. In addition to any other remedies City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Consultant’s breach:
Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement;
54 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or Terminate this Agreement.
Section 5. INDEMNIFICATION AND CONSULTANT’S RESPONSIBILITIES.
To the full extent permitted by law, 4Leaf Inc. shall indemnify, defend, and hold harmless Owner, its governing body, officers, agents, employees, and volunteers from and against any and all liability, loss, damage, claims, expenses and costs (including, without limitation, attorney fees and costs and fees of litigation) (collectively, “Liability”) arising out of, pertaining to, or relating to the negligence, recklessness, or willful misconduct of Engineer in the performance of this Agreement, except such Liability caused by the active negligence, sole negligence or willful misconduct of Owner. This indemnification obligation is not limited in any way by any limitation on the amount or type of damages or compensation payable to or for Engineer or its agents or employees under Workers’ Compensation acts, disability benefits acts, or other employee benefit acts. This indemnification obligation is not limited by any limitation on the amount or type of damages available under any applicable insurance coverage and shall survive the expiration or early termination of this Agreement with respect to Liability arising during the term of the Agreement.
The Consultant’s obligation to defend and indemnify shall not be excused because of the Consultant’s inability to evaluate Liability or because the Consultant evaluates Liability and determines that the Consultant is not liable to the claimant. The Consultant must respond within 30 days, to the tender of any claim for defense and indemnity by the City, unless this time has been extended by the City. If the Consultant fails to accept or reject a tender of defense and indemnity within 30 days, in addition to any other remedy authorized by law, so much of the money due the Consultant under and by virtue of this Agreement as shall reasonably be considered necessary by the City, may be retained by the City until disposition has been made of the claim or suit for damages, or until the Consultant accepts or rejects the tender of defense, whichever occurs first.
With respect to third party claims against the Consultant, the Consultant waives any and all rights of any type to express or implied indemnity against the Indemnitees.
Notwithstanding the forgoing, to the extent this Agreement is a “construction contract” as defined by California Civil Code Section 2782, as may be amended from time to time, such duties of consultant to indemnify shall not apply when to do so would be prohibited by California Civil Code Section 2782.
In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement 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 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.
Section 6. STATUS OF CONSULTANT.
55 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
6.1 Independent Contractor. At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits.
6.2 Consultant Not an Agent. Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent.
Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever.
Section 7. LEGAL REQUIREMENTS.
7.1 Governing Law. The laws of the State of California shall govern this Agreement.
7.2 Compliance with Applicable Laws. Consultant and any subcontractors shall comply with all laws applicable to the performance of the work hereunder.
7.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Consultant and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program.
7.4 Licenses and Permits. Consultant represents and warrants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions. Consultant represents and warrants to City that Consultant and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid Business Licenses from City.
7.5 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person’s race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient 56 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
of, or applicant for any services or programs provided by Consultant under this Agreement.
Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Consultant thereby.
Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement.
Section 8. TERMINATION AND MODIFICATION.
8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant.
Consultant may cancel this Agreement upon 60 days’ written notice to City and shall include in such notice the reasons for cancellation.
In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City, however, may condition payment of such compensation upon Consultant delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement.
8.2 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall require a written amendment to this Agreement, as provided for herein. Consultant understands and agrees that, if City grants such an extension, City shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement.
Similarly, unless authorized by the Contract Administrator, City shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period.
8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties.
8.4 Assignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant’s unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant.
Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator. 57 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the termination of this Agreement.
8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City’s remedies shall included, but not be limited to, the following:
8.6.1 Immediately terminate the Agreement;
8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement;
8.6.3 Retain a different consultant to complete the work described in a given task order not finished by Consultant; or
8.6.4 Charge Consultant the difference between the cost to complete the work described in a given task order that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 2 if Consultant had completed the work.
Section 9. KEEPING AND STATUS OF RECORDS.
9.1 Records Created as Part of Consultant’s Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Consultant hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Consultant agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties.
9.2 Consultant’s Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of 3 years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement.
9.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds $10,000.00, the Agreement shall be subject to the 58 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of 3 years after final payment under the Agreement.
Section 10 MISCELLANEOUS PROVISIONS.
10.1 Attorneys’ Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attorneys’ fees in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose.
10.2 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Monterey or in the United States District Court for the Northern District of California.
10.3 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.
10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement.
10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties.
10.6 Use of Recycled Products. Consultant shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper.
10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Consultant in a “conflict of interest,” as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq.
Consultant shall not employ any City official in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 1090 et seq.
Consultant hereby warrants that it is not now, nor has it been in the previous 12 months, an employee, agent, appointee, or official of the City. If Consultant was an employee, agent, appointee, or official of the City in the previous twelve months, Consultant warrants that it did not participate in any manner in the forming of this Agreement. Consultant understands 59 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
that, if this Agreement is made in violation of Government Code § 1090 et seq., the entire Agreement is void and Consultant will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Consultant will be required to reimburse the City for any sums paid to the Consultant.
Consultant understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California.
10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials.
10.9 Contract Administration. This Agreement shall be administered by Community and Economic Development Department ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee.
10.10 Notices. Any written notice to Consultant shall be sent to:
4Leaf Inc.
Attn: Michael Loomis
409 Washington, Suite 100
Monterey, CA 93940
Any written notice to City shall be sent to:
City of Soledad
Community & Economic Development Director
248 Main Street
Soledad, CA 93960
10.11 Professional Seal. Where applicable in the determination of the contract administrator, the first page of a technical report, first page of design specifications, and each page of construction drawings shall be stamped/sealed and signed by the licensed professional responsible for the report/design preparation. The stamp/seal shall be in a block entitled "Seal and Signature of Registered Professional with report/design responsibility," as in the following example.
_________________________________________
Seal and Signature of Registered Professional with
report/design responsibility.
10.12 Integration. This Agreement, including the scope of work attached hereto and incorporated herein as Attachment 1 represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral.
60 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
10.13 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. [SIGNATURES ON FOLLOWING PAGE]
61 Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ 4Leaf Inc.
The Parties have executed this Agreement as of the Effective Date.
CITY OF SOLEDAD 4LEAF INC.
____________________________ ______________________________ Megan Hunter, City Manager NAME , TITLE
Attest:
____________________________
Megan Hunter, City Clerk
Approved as to Form:
____________________________
Michael Rodriquez, City Attorney
62 PROPOSAL TO PROVIDE
PROFESSIONAL BUILDING,
PLANNING PLAN REVIEW,
AND BUILDING
INSPECTION
SERVICES
CITY OF
SOLEDAD
MAY 30, 2025
4LEAF, INC.
TO THE
409 WASHINGTON ST., STE. 100
MONTEREY, CA 93940
(831) 330-1235
Attachment 1
63 TABLE OF
4LEAF, INC.
CONTENTS
SECTION 1
COVER LETTER
1 - 2
SECTION 2 3 - 5
STATEMENT OF QUALIFICATIONS
SECTION 4 12 - 18
TEAM ORGANIZATION
SECTION 3 6 - 11
PROJECT EXPERIENCE
SECTION 5 19 - 50
SCOPE OF WORK
SECTION 6 51 - 53
COST PROPOSAL & FEE SCHEDULE
SECTION 7 54
CONFLICT OF INTEREST STATEMENT
SECTION 8 55
COMMENTS ON OR REQUESTED
CHANGES TO CONTRACT
SECTION 9 56
REFERENCES
APPENDIX
RESUMES
SIGNED ACKNOWLEDGEMENT OF ADDENDA
64 PROFESSIONAL BUILDING, PLANNING PLAN
REVIEW, AND BUILDING INSPECTION
SERVICES
CITY OF SOLEDAD
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
SIGNED
ACKNOWLEDGEMENT
OF ADDENDA
65 ADDENDUM
Date:
To:
Project:
Subject:
March 27, 2025
All Bidders
RFP for Professional Building, Planning Plan Review, and Building Inspection Services
Addendum No. 1
This ADDENDUM is issued for informational purposes and in response to RFP Q&A:
1. Q: Are responders required to be able to provide both Building Plan Review, Fire Code Review, Inspection, and Engineering Services AND Current and Advanced Planning Plan Review or can we submit on just one?
A: All bidders are required to submit proposals for all services as included in Section IV.
Scope of Services in the RFP. This includes Current and Advanced Plan Review, Building and Fire Code Review/Inspections and Engineering Services.
2. Q: Can a firm submit a proposal to provide a portion of the services listed in the RFP? Specifically, our firm can provide engineering and planning services, but can not provide building inspection services.
A: All bidders are required to submit proposals for all services as included in Section IV.
Scope of Services in the RFP. This includes Building Inspection Services.
Issued by: ____________________________________________________________ Ariana Mora, Senior Planner
Bidders shall acknowledge receipt of the Addendum by signing and dating below and returning the Memorandum as part of their proposal.
Bidder’s Acknowledgement
____________________________________________ __________________ Bidder’s Authorized Representative Date
05/30/2025
66 PROFESSIONAL BUILDING, PLANNING PLAN
REVIEW, AND BUILDING INSPECTION
SERVICES
SECTION 1
CITY OF SOLEDAD
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
COVER LETTER
67 Construction Management • Inspection • Plan Check • Planning • code enforcement
409 Washington, Suite 100 • Monterey, CA 93940 • Phone (831) 330-123 City of Soledad May 30, 2025
Community & Economic Development Department
248 Main Street
Soledad, CA 93960
Attn: Beatriz Trujillo, Community Development Director
RE: Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad
4LEAF, Inc. (4LEAF), is pleased to present our proposal to provide Professional Building, Planning Plan Review, and Building Inspection services to the City of Soledad (City). 4LEAF is a full-service firm and we have been providing professional consulting services to approximately 500 clients throughout the country for more than 24 years, and as such, we feel we are the ideal candidate for the following reasons:
Familiar and Local Consultant
From 2023-2024, 4LEAF provided the City of Soledad’s Public Works Department with Project Management services on the US 101/North Front Street Interchange project, coordinating and executing the Caltrans Cooperative Agreement. 4LEAF takes pride in our commitment to maintaining relationships with local communities and providing personalized, responsive services. With a regional office located in the City of Monterey, we are able to provide dedicated and experienced local staff capable of addressing the City’s needs either on-site or remotely. 4LEAF has been providing similar services to clients including:
• City of Gonzales
• City of Pacific Grove
• City of Monterey
• City of Sand City
• City of Seaside
• City of Greenfield
• City of Salinas
• City of Hollister
• County of Monterey
• County of San Benito
• County of Santa Cruz
• County of Santa Clara
Full-Service Firm
As a full-service firm, 4LEAF can provide Professional Consulting services to aid with heavy project workloads that require additional staff assistance. We provide clients with Plan Review, Inspection, Planning, Permitting, Code Enforcement, and more. We have qualified staff available to serve the City with remote, on-site, part-time, or full-time project needs. 4LEAF will be providing the following services regarding the City’s needs:
• Plan Review: 4LEAF is an industry leader in Plan Review services and has a team of Civil and Structural Engineers, Accessibility Specialists, Soil/Traffic reports, and Mechanical/Electrical/Plumbing/Fire Plans Examiners available to work on the City’s projects. We provide courier services that guarantee less than 24-hour pickup and delivery of all plan reviews performed off-site. • Inspection: We have over 200 inspectors on staff who specialize in Residential, Commercial, Industrial, Energy, Fire, ADA, Solar, and Public Works projects. We have a track record of providing inspectors as-needed for long- or short-term projects, including one day assignments to cover staff training, sick days, vacation days, or spikes in permit activity. • Planning: 4LEAF provides the most accurate and experienced planners in the industry. We have staff ranging from Planning Technicians to Principal Planners with specialties including Environmental, CEQA, Housing Policy, Entitlements, and Current- and Long-Range Planning. 68 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad 409 Washington, Suite 100 • Monterey, CA 93940 • Phone (831) 330-123 • Civil Engineering: We provide full-service civil engineering support for development projects, including grading, drainage, stormwater, and utility reviews. Our team of licensed professionals ensures timely and thorough plan checks for subdivision improvements, site development, and infrastructure design. With a strong understanding of municipal standards, we help streamline project delivery and maintain compliance with all applicable codes. • Fire Prevention & Recovery: Our team is comprised of Fire Protection Engineers and Fire Plans Examiners who specialize in Fire/Life Safety Plan Review. 4LEAF also specializes in additional Fire Prevention disciplines such as Fire Inspection, Fire Investigation, Hazardous Materials (HAZMAT), and other related services. In addition to providing clients with fire prevention services, 4LEAF has implemented fire recovery permitting programs for several counties and municipalities including Jackson County, OR; County of Maui, HI; County of Sonoma, CA; Town of Paradise, CA; and County of Santa Cruz, CA.
• Code Enforcement: 4LEAF staff have experience working with property owners and other responsible parties to bring properties and conditions into compliance. Our Code Enforcement team is skilled in using processes including issuing administrative citations to establish whether violations of law exist on a property and ensuring compliance.
Cost Information
Due to the as-needed nature of the proposal, we are unable to provide a total cost estimate for all services outlined in the RFP. Instead, we have provided hourly pricing to better serve the City’s needs, in our Cost Proposal / Fee Schedule.
Leadership
The contract with the City of Soledad will be managed by Michael Loomis, SE, CBO, CASp, PMP, Director of Structural Engineering / Executive Project Manager. Michael will dedicate his time and resources to fulfilling the City’s contract requirements. Michael has a proven record of success managing projects for cities and counties throughout California and will be available to the City for any needs involving this contract. Contact
Executive Project Manager Project Manager 4LEAF
Managing Office
Michael Loomis, SE, CBO, CASp
Office: (831) 330-1235
Mobile: (831) 620-2305
Email: [email protected]
John Kuehl, CBO
Office: (831) 330-1235
Mobile: (831) 233-0188
Email: [email protected]
409 Washington, Suite 100
Monterey, CA 93940
Office: (831) 330-1235
Website: 4LEAFINC.COM
As President of 4LEAF, I am authorized to bind the firm. We appreciate this opportunity to provide our qualifications. Should you have any questions, please do not hesitate to reach out using the contact information provided above.
Respectfully submitted,
Kevin J. Duggan, President Michael Loomis, SE, CBO, CASp, PMP, Executive PM 69 PROFESSIONAL BUILDING, PLANNING PLAN
REVIEW, AND BUILDING INSPECTION
SERVICES
SECTION 2
CITY OF SOLEDAD
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
STATEMENT OF
QUALIFICATIONS
70 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 3 Section 2: Statement of Qualifications May 30, 2025
SECTION 2: STATEMENT OF QUALIFICATIONS
4LEAF is a California “C” Corporation that was established in 1999 and incorporated in 2001. Our extensive team of professionals are fully equipped with training and experience to provide complete services including Plan Review, Project Inspection, Planning, and Code Enforcement to municipal Building, Planning, Fire, and Public Works Departments. Our goal is to set the industry standard for excellent customer service, and we have grown to nearly 500 personnel throughout California, Washington, Nevada, Arizona, and New England.
Management Team
Office Locations
Monterey Bay Area (HQ) Sacramento
409 Washington St., Ste. 100 2126 Rheem Drive 8896 N. Winding Way Monterey, CA 93940 Pleasanton, CA 94588 Fair Oaks, CA 95628 Newport Beach San Bernardino 4LEAF Consulting, LLC
4440 Von Karman Ave., Ste. 300 424 E. Vanderbilt Way, Ste. A 157 E. Warm Springs Rd.
Newport Beach, CA 92660 San Bernardino, CA 92408 Las Vegas, NV 89119 Arizona Washington New England
2 N. Central Ave., Ste. 1800 1201 Pacific Ave., Ste. 600 132 Central St., Ste. 210 Phoenix, AZ 85004 Tacoma, WA 98402 Foxboro, MA 02035
Professionals
Title # of Staff Title # of Staff
ICC Certified Plans Examiners 55+ ICC Certified Inspectors & IOR 200+ ICC Certified Building Officials 40+ Registered Architects 5 Registered Engineers (PE, SE) 20+ ICC Permit Technicians 60+ Construction Managers/Inspectors 40+ CASp 15
Senior & Associate Planners 25+ Fire Plans Examiners & Inspectors 60+ Exec PM/Director of Engineering: Michael Loomis, SE
Phone – (831) 620-2305
Email – [email protected]
Project Manager: John Kuehl, CBO
Phone – (831) 233-0188
Email – [email protected]
Dir. of Code Enforcement: Pete Roque
Phone – (949) 230-4968
Email – [email protected]
Director of Planning: Daniel Hortert, MCP, AICP
Phone – (925) 999-6184
Email – [email protected]
Director of Disaster Recover: Michael Renner, CBO
Phone – (925) 785-3581
Email – [email protected]
Director of Advance Planning: Jane Riley, AICP
Phone – (707) 309-4775
Email – [email protected]
71 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 4 Section 2: Statement of Qualifications May 30, 2025
Mission
4LEAF strives to be the best firm by providing our clients with outstanding customer service and first-rate services. We put our philosophy into action by building client relationships and prioritizing the needs of our clients—this has led us to become an industry leader in providing Building & Fire Life Safety Services to both public and private clients. We have worked with municipal departments in the construction, rehabilitation, and repair of public and private buildings and have partnered with design review and preservation boards to determine building improvement criteria and associated project requirements. We have a depth of experience in working with all types of building structures and have performed Inspection and Plan Review services on more than $50 billion dollars in construction throughout the past 24 years. We have been aggressively expanding our Code Enforcement and Planning Divisions in recent years and have doubled our team of professionals in these areas to further strengthen our project endeavors.
Our Community Development staff have worked with Building, Code Enforcement, and Planning Departments in the construction, rehabilitation, and repair of both public and private buildings as well worked with design review and preservation boards to determine the design criteria and associated project requirements of building improvements. In addition, our staff has performed inspections and plan reviews for public and private building structures for compliance with life-safety and accessibility requirements.
We have provided plan review and inspection services for thousands of residential projects, tenant improvements, and complex commercial projects including marijuana facilities office campuses, parking garages, hotels/resorts, transportation facilities, city/county-owned buildings, universities, hospitals, sports arenas, infrastructure, essential service facilities, solar projects, and laboratories. In addition, our team has performed inspections and plan reviews for public and private building structures for compliance with life-safety and Americans with Disabilities Act (ADA) accessibility requirements.
We have a proven track record of reviewing and inspecting projects of all sizes and complexities including:
Type B Commercial Construction Refinery Facilities Laboratories City/County-Owned Facilities Site Work Power & Energy
Large Campuses Waterfront Marijuana Facilities
Fire Recovery Services Multi-Family Projects Military Projects Stadiums/Arenas Healthcare Facilities Essential Service Facilities Commercial Office Parks Transportation Facilities Detention Facilities Large Project Experience
4LEAF is uniquely qualified to work on projects of any size. Our team completed the Project Inspections for the entire $6 billion Apple Campus 2 Corporate Headquarters in the City of
Cupertino, CA where we comprised a team of Building
Inspectors and Permitting Specialists.
72 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 5 Section 2: Statement of Qualifications May 30, 2025
4LEAF also provided the Plan Review and Inspection services for the $2.6 billion Wynn Casino Project in the City of Everett, MA; San Jose State University’s Interdisciplinary Science Building in the City of San Jose, CA; and the County Office Building III in the County of San Mateo.
We have the resources to deploy staff to any state and as you can see from the limited examples listed above, we have provided services all over the country. Our team is well-equipped and qualified to perform services for any project and in any location. By choosing 4LEAF, you are choosing a company that prides itself on quality work, top-notch customer service, experienced staff, and a multitude of project experience. Please review our scope of services and project examples in the sections that follow to gain more understanding about our firm and how we can help achieve the City’s project goals.
Snapshot of Services
Plan Review & Inspection Code Enforcement Planning
• Leed Accredited Professionals
• Inspectors of Record
• Program Analysis & Studies
• Correcting Code Deficiencies
• Investigating Complaints
• Violation Issuance
• Jurisdictional Inspectors
Residential & Commercial
• ICC-certified Plan Reviewers
• Certified Accessibility
Specialists
• ICC-certified Building Officials
• Complete Building Dept.
Services
• On- and Off-Site Plan Review
• Property Condition Surveys
• Industrial, Energy, & Solar Plan
Review and Inspections
• Department Assessments
• Vendor Enforcement
• Blight Enforcement
• Substandard Housing
• Lead Paint
• Tobacco Enforcement
• Short Term Rentals
• RRP Training
• ICC & CACEO Trainings
• Rental Housing Programs
• Cannabis Enforcement
• Zoning
• Business License
Enforcement
• Commercial Property
Inspectionns
• Current and Long-Range
• Phase I & II Environmental
Assmnts.
• CEQA Review
• Initial Studies
• Environmental Impact Reports
(EIR)
• Emer. Ordinance & Policy
Drafting
• Review for Rebuilds and
Temporary Housing
• Housing & Safety Elements
• Site Inspections
• Application Processing
• Developing Submittal Forms
• Property Research
• Land Use Applications
• Design Review
73 PROFESSIONAL BUILDING, PLANNING PLAN
REVIEW, AND BUILDING INSPECTION
SERVICES
SECTION 3
CITY OF SOLEDAD
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
PROJECT EXPERIENCE
74 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 6 Section 3: Project Experience May 30, 2025
SECTION 3: PROJECT EXPERIENCE
City of Gonzales, CA
Plan Review, Building Inspection, and Planning Services 4LEAF has been serving the City of Gonzales by providing as-needed Building Official, Building Inspection, Plan Review, and Planning Services. The City of Gonzales, located in Monterey County, encompasses approximately 1.95 square miles with a population of around 8,600. 4LEAF reviews and inspects several projects on multiple levels including residential and commercial. In addition, the 4LEAF Planning team has assisted the City in conducting its 6th Cycle Housing Element Update.
Plan Review Services
4LEAF reviews all plans and supporting documents submitted for projects to ensure compliance with California State Building Codes and local ordinances. 4LEAF prepares reports for any corrections, specifying the needed alterations and then transmitting a copy to both the City and applicant. When plans and supporting documents are deemed acceptable for permit issuance, 4LEAF approves and returns plans and supporting documents to the city for issuance of permit.
Building Inspection Services
4LEAF provides building inspection services during construction to enforce compliance with the conditions of approval, provisions of the City’s Building Laws and Code requirements set forth on the approved plans for which a permit was issued. In the performance of such duties, 4LEAF observes each project at the completion of the various stages of construction for compliance with the appropriate local, County, and State codes.
Planning Services
4LEAF provided planning services for the Sixth Cycle Housing Element Update for the City’s 2023-2031 planning period. The updated Housing Element addressed the requirements of State law, including recent changes regarding the analysis of sites and zoning-related requirements for housing entitlements.
Project Highlight – Community Center Complex
4LEAF performed the inspections of the $34.8 million Community Center Complex Project on behalf of the City of Gonzales. The Community Center Complex is planned to provide a variety of community services. The 23,000 square foot Community Center will serve as a public fitness center with additional amenities such as a library, space for hosting public and private meetings, as well as room for educational workshops. Construction began in 2024 and is expected to directly and indirectly lead to the creation of dozens if not hundreds of jobs throughout the construction process.
Client Name: City of Gonzales
Client Contact: Patrick Dobbins
Client Contact Title: City Engineer / Public Works Director Client Address: 147 Fourth Street, Gonzales, CA 93926
Client Telephone: (831) 675-5000
Client Email: [email protected]
Project Dates: 2023 – Present
75 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 7 Section 3: Project Experience May 30, 2025
City of Sand City, CA
Inspection, Plan Review, Code Enforcement, Permitting, and Chief Building Official 4LEAF is currently the City of Sand City’s only Building Department Consulting Firm. Our duties include:
Chief Building Official
Building Inspections
Building and Civil Plan Reviews
Permit Technician/Permit Processing
Traffic Engineering
Fire Review and Inspection
Code Enforcement
Project Inspections
4LEAF was recently selected as the sole provider of Plan Review and Inspection Services for three major developments to be constructed over the next five years. 4LEAF provides inspection services and plan review for each project which will utilize 4LEAF’s internal management system EZ Plan Review and GoFormz.
South of Tioga
4LEAF is providing the Project Management, Plan Review, and Inspections on this mixed-use (residential 10.64 acre site bounded by Tioga Avenue to the northeast, California Avenue to the southeast, East Avenue to the southwest, and the Merle Street right-of-way to the northwest, and includes 356 multifamily residential units, 216 hotel units, and a restaurant. There will also be a surface parking lot as well as a multi-story parking garage. Also included in this development, is a proposed new road that will be dedicated as a City Right-ofWay. The project will merge existing lots, abandon existing public rights-of-way, creates six new parcels (HI, HIA, H2, H2A, R-1, and R-2), relocates an existing wastewater lift station, dedicates additional right-of-way to, or relocation of, existing streets, and dedicates right of-way for new public streets. The project will be separated into five (5)separate components.
Demolition of multiple buildings on approximately 41 existing parcels. Completion of new public streets and rights-of-way, utility and infrastructure installation, and preparation of development pads on each of the projects newly created parcels. Construction of a five-story wood frame building consisting of a 216-room Hotel and restaurant with associated parking adjacent to the building
Construction of a seven-story wood frame building consisting of 125-unit multi-family residential structure.
Construction of a seven-story wood frame building consisting of 231-unit multi-family residential structure with an associated four-story concrete parking garage.
Client Name: City of Sand City
Client Contact: Vibeke Norgaard
Client Contact Title: City Manager
Client Address: 1 Pendergrass Way, Sand City, CA 93955
Client Telephone: (831) 394-3054 ext. 212
Client Email: [email protected]
Project Dates: 2020 – Present
76 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 8 Section 3: Project Experience May 30, 2025
City of Pacific Grove, CA
Inspection, Plan Review, Permitting, Planning, and Code Enforcement 4LEAF is currently the City of Pacific Grove’s only Building Department Consulting Firm. Our duties include:
Chief Building Official
Building Inspection Services
Project Inspection Services
Building and Civil Plan Review Services
Permit Technician/Permit Processing
Code Enforcement Services
Planning
4LEAF has been the sole provider of Plan Review and Inspection Service for two major developments to be constructed over the next three years. 4LEAF has been providing inspection services and plan review for each of these projects for the entirety of the project cycle. These developments will utilize 4LEAF’s internal management systems EZPlan Review and GoFormz.
Pacific Grove Hotel
4LEAF is providing the plan review, inspection, and Project Management on Pacific Grove's first new construction hotel project since 1983. This luxury four-star hotel will feature 102 guestrooms and suites with ocean views from all four floors, luxury amenities, and elevated Spanish colonial design. Amenities include a chef driven Restaurant and Bar, Day Spa, Expanded Fitness Center, Redwood Saunas with Himalayan Rock Wall, and Two Pro-Style Virtual Golf Simulators.
ATC Hotel and Commercial Project
4LEAF is providing the plan review, inspection, and Project Management on a project to rep lace the existing 165,000 square feet of “factory outlet” and related uses with a new hotel and commercial uses. The hotel and commercial uses would provide 225 guest rooms in two primary guest wings (Family/Group Wing and Executive Wing) with a restaurant and bars, meeting and gathering spaces, spa and fitness center and approximately 20,000 square feet of street retail uses along the Ocean View Boulevard frontage. These street retail uses would retain and incorporate portions of the existing industrial structure.
Client Name: City of Pacific Grove
Client Contact: Matthew Mogensen
Client Contact Title: City Manager
Client Address: 300 Forest Ave, Pacific Grove, CA 93950 Client Telephone: (831) 648-3174
Client Email: [email protected]
Project Dates: 2019 – Present
77 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 9 Section 3: Project Experience May 30, 2025
City of Hollister, CA
Planning, Building Official, Plan Review, Permit Technician, Code Enforcement, and Inspection Services 4LEAF has been providing full Building Department Services to the City of Hollister since 2012.
Currently, 4LEAF is providing the City with a Senior Planner, Associate Planner, Assistant Planner, Planning Technician who assist in intake, transmittal, coordination, draft reporting for applicants, and who attend Department Review Committee and Pre-Application meetings.
We are also providing over 10 full-time employees to the City’s Building Department who perform Building Official, Building Permit Issuance, Building Inspector, Code Enforcement, and Building Plan Checker services as would be standard function of a Building Department. 4LEAF also provides off-site Plan Check and Fire Plan Check services.
Services provided to the City include:
• Planning services include intake, process, and approval of applications for Planned Unit Developments, Site & Architecture, Conditional Use Permits, CEQA, General Plan, Climate Action Plan, Grants, Resolving Complex Code Enforcement Cases, Hiring and Interviewing to fill City Positions, and other tasks as needed. • Combination inspections to verify with City of Hollister’s latest adopted and amended Title 24 California Building Codes, parts, 2,3, 4, 6, 8, and 12 covering structural, fire, life-safety, disables access, energy conversion, plumbing mechanical and electrical installations. • Collection of all fees for building inspection and review services at Building Department office and submits to the City’s Finance Department all received payments by the close of each business day. • Certification in writing that each inspection performed and authorized as complete, conforms to all applicable local, State, and federal building codes, ordinances, regulations and requirements, and that the work is in conformity with applicable approved plans and specifications. • Fire plan checks of alarm permits, fire sprinkler systems, hood system, and underground storage tanks for compliance with all applicable, local, state, and federal codes. Provides all approved plans to the City fire department to make inspections. Collects fees for fire plan checks, fire permits and fire inspections.
Project Highlight:
4LEAF is currently closing out Project Almond which is Amazon’s signature fulfillment center and office space for the Silicon Valley area. 4LEAF provided two full-time Inspectors of Record and Public Works personnel for the entirety of the project. This includes a 1 million sq. ft. structure on a 1,500-acre lot is estimated at about $85 million and will employ up to 449 people. This is one of the largest buildings in Hollister with a large operational workforce vital for the City’s development.
Client Name: City of Hollister
Client Address: 375 Fifth Street, Hollister, CA 95023
Client Contact: Gabriel Martinez, CBO
Client Contact Title: Chief Building Official
Client Telephone: (831) 636-4355
Client Email: [email protected]
Project Dates: 2012 – Present
78 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 10 Section 3: Project Experience May 30, 2025
City of Santa Cruz, CA
Plan Review and Inspection Services
4LEAF, Inc. provides plan review and inspection services, including CASp and Permitting assistance to the City of Santa Cruz as directed by the Chief Building Official. 4LEAF’s on-going services to the City include but are not limited to:
Plan Review Services
• Plan review and CASp review of building construction plans for compliance with State of California model codes adopted by the City and local ordinances including modifications as stated in SCMC (Santa Cruz Municipal Code) Title 18.
• Review of plans prepared by or on behalf of the various private developers for compliance with the City's codes and regulations.
• Notification of applicants of other required approvals, releases, and required reviews by other agencies having jurisdiction in such matters relative to the enforcement of the state laws including but not limited to Fire Codes, Government Codes and Health & Safety Codes, etc.
Inspection Services
• Onsite building inspection services covering but not limited to safety, structural, plumbing, mechanical, and electrical systems related to any applicable City or state codes or regulations, approved plans, and supporting construction documents for all new construction or alterations of
residential and commercial structures.
• Building inspection services as needed and as requested in support of City staff for time-off, other absences, and/or the course of construction of such private facilities to obtain compliance with the provisions of the City's ordinances and the code requirements set forth on the approved plans and supporting documentation for which the permit was issued.
• Professional and timely inspection for each project at the completion of the various stages of construction to determine compliance with the approved plans, supporting documentation, and any applicable City codes or regulations.
• As-needed, in-house CASp inspection services.
Additional Services
4LEAF integrates our processes with the City’s Permitting and Land Management Platform, Tyler Enterprise Permitting and Licensing (EPL) as well as Bluebeam integration to complete, review, comment, and stamp plans and other documents as requested by the City.
Client Name: City of Santa Cruz
Client Contact: John Girvasoni, CBO, CASp
Client Contact Title: Chief Building Official
Client Telephone: (831) 420-5119
Client Address: 809 Center Street, Santa Cruz, CA 95060 Client Email: [email protected]
Project Dates: 2019 – Present
79 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 11 Section 3: Project Experience May 30, 2025
County of Santa Cruz, CA
On-Call Plan Review, Inspection, Planning, and Disaster Recovery Services 4LEAF is currently providing on-call building department services for as-needed plan check, permit technician, and inspection services. 4LEAF routinely works with the Chief Building Official for projects and as-needed requests.
Fire Recovery Program (Disaster Recovery related to CZU Fire) 4LEAF provided the County with a comprehensive Fire Recovery Program for the County of Santa Cruz. Following the CZU Lightning Complex Fire that took place during the week of August 24, 2020, the County immediately took action to find a firm to expedite the rebuild of a community that lost more than 1,000 Residential Units and 500 Additional Structures.
Upon selection, 4LEAF was immediately called into service to create and implement the needed to fast-track the Permitting Process for the thousands of displaced residents. In addition to various outreach events, creation of hand-outs, and the coordination of several County divisions, 4LEAF’s implementation team created a one-stop Permitting Center dedicated to the Fire Recovery victims. The Recovery Permit Center (RPC) offered a full range of planning and building assistance to residents, contractors, and developers and utilizes the County’s electronic plan process through their ePlan portal. In addition, 4LEAF interfaced with other County divisions for work on the septic, grading, drainage, and other infrastructure plan and reporting. 4LEAF’s scope includes:
• Review of applicable County development standards;
• Plan review services for compliance with environmental, building, planning, septic, well, storm drainage, and engineering regulations, as established and adopted by the County; • Establish and implement communication and outreach services, participate in public forums as needed, network and inform the public on processes and procedures to respond to needs and concerns; • Assist County staff with recovery policies;
• Provide data on number of reviews, inspections and processing times for steps in the process; • Customer Service to assist the public from pre-application through final inspection and occupancy.
Client Name: County of Santa Cruz
Client Contact: Brian Rubin
Client Contact Title: Unified Permit Center Manager
Client Telephone: (831) 454-2381
Client Address: 701 Ocean Street, 4th Floor, Santa Cruz, CA 95060 Client Email: [email protected]
Project Dates: 2017 – Present
80 PROFESSIONAL BUILDING, PLANNING PLAN
REVIEW, AND BUILDING INSPECTION
SERVICES
SECTION 4
CITY OF SOLEDAD
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
TEAM
ORGANIZATION
81 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 12 Section 4: Team Organization May 30, 2025
SECTION 4: TEAM ORGANIZATION
4LEAF understands that our role is to be an advocate on behalf of the City of Soledad and represent the City’s best interests. 4LEAF’s team will function as an extension of your staff, seamlessly integrating with the personnel and practices established by the City while adding the perspective and expertise that only 4LEAF can offer. Our goal is to have our staff integrate with yours and be accepted as an essential part of the City.
Project Management Team
Craig Tole – Vice President, Community Development
Craig has served Community Development Departments for the past 20 years under the supervision of the company President. Among Craig’s responsibilities include the day-to-day contact with many of 4LEAF’s clients in the Building & Safety, Engineering, and Construction Management industries. Craig has successfully managed a multitude of inspection projects ranging from $1 million to $6 Billion. Craig also manages numerous County IOR programs including San Mateo County PDU, Santa Clara County FAF, Alameda County GSA, and Santa Cruz County GSD.
Office - (831) 330-1235 | Cell - (925) 580-4055 | Email - [email protected] Michael Loomis, SE, CBO, CASp, PMP – Exec. PM / Director of Engineering With more than 28 years of expertise in the industry, Michael has an excellent working knowledge of all types of construction, including architectural, structural, electrical, mechanical, and plumbing systems. He also has a strong background in civil engineering, providing developmental engineering plan review support to various projects. Michael is extremely committed and has shown dedication by obtaining multiple certifications through the International Code Council (ICC), and is a Certified Access Specialist, (CASp). Michael is an adaptable leader that quickly identifies departmental issues and solves them by utilizing his ample experience. Michael will serve as single point of contact for any and all requests from the City of Soledad.
Office – (831) 330-1235 | Cell - (831) 620-2305 | Email - [email protected] John Kuehl, CBO – Project Manager / Building Official
John is a seasoned Building Official and licensed Inspector with more than 36 years of inspection and construction experience. With 21+ years as the Chief Building Official at the City of Monterey, John is an integral part of our team and has the industry know-how to provide quality deliverables to our clients. Both in and out of the field, John’s expertise helps guide his team to complete jobs on time and with top-notch results. Additionally, John is a skilled plans examiner and has mentored numerous industry personnel in the Building Department Services arena. John is one of 4LEAF’s Area Managers in the Monterey County region where he provides Project Management and Building Official Services for two municipalities (Sand City & Pacific Grove). These complex projects require an industry expert with many years of field and management experience.
Office – (831) 330-1235 | Cell - (831) 233-0188 | Email – [email protected] 82 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 13 Section 4: Team Organization May 30, 2025
Pedro “Pete” Roque – National Director of Code Enforcement Pete is a Code Enforcement expert with PC 832 and Advanced Certificates. He brings with him over 18 years of experience in Code Enforcement and has served in the capacities of Code Enforcement Administrator, Code Enforcement Manager, and Community Development Inspector II for multiple California public agencies. With a demonstrated history of working in the government administration industry, Pete is skilled in Government, Emergency Management, and Law Enforcement. Pete is proficient in conflict resolution and has a wealth of knowledge in the subjects of permit regulations, City codes, housing investigations, citation issuance, and lien appeals.
Office - (831) 330-1235 | Cell - (949) 230-4968 | Email - [email protected] Daniel Hortert, MCP, AICP – Director of Planning
Daniel has over 30 years of Planning and Development services experience including 20 as a public servant for municipalities with populations ranging from 3,500 to over 3.5 million.
Daniel’s experience covers a range of municipal functions including Planning Director, Senior Planner, Planning Manager/Principal Planner, and Community Development Department Director for public and private sector agencies. He is experienced in land development, construction, community engagement/education, project management, project budget control and oversight, residential, commercial, and industrial site planning and compliance review, and entitlements from single-lots to large complex master planned communities.
Office – (831) 330-1235 | Cell - (925) 999-6184 | Email - [email protected] Jane Riley, AICP – Director of Advance Planning & Housing Jane is an experienced AICP-certified planning manager with over 30+ years proven history of advancing successful planning and housing policy initiatives. Jane leads a team of skilled planners in all our long-range planning efforts. She undertakes advanced, highly complex professional planning activities and oversees difficult and sensitive planning projects. In addition to policy creation and analysis, she ensures compliance with statutes, oversees our specialized planning functions, and provides overall management of planning issues. Jane leads our General Plan Update and Specific Plan projects, and recently led the Housing Element updates for 7 cities and two counties with a 100% HCD certification record.
Office - (831) 330-1235 | Cell - (707) 309-4775 | Email - [email protected] Michael Renner, CBO – Director of Disaster Recovery Services Michael is a highly experienced ICC-certified Building Official with extensive administration and management experience. He has successfully guided Development Department staff in inspection and plan review through all phases of complex and capital-intensive projects for municipalities throughout the country. He is experienced utilizing Development Department permitting software and directing all departmental responsibilities including plan review, multi-discipline inspections, office and field supervision, regulatory compliance, code interpretation, and project acceptance. Michael is committed to serving the needs of our clients through strong leadership and an effective collaborative approach.
Office: (831) 330-1235 | Cell - (925) 785-3581 | Email - [email protected] 83 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 14 Section 4: Team Organization May 30, 2025
Supporting Management Team
Vanessa Morales – Plan Review Coordinator Manager
Vanessa serves as 4LEAF’s Plan Review Coordinator Manager, supervising the internal routing and completion of plan reviews, ensuring that all projects are handled efficiently and in compliance with regulations. Vanessa is also responsible for training 4LEAF’s permit technician staff, equipping them with the skills and knowledge needed to meet the specific needs of the municipalities they serve. Additionally, she serves as the lead coordinator when our clients request process mapping support, assigning the correct analyst to meet the City’s needs.
Vanessa is also fluent in Spanish and serves as a translator when needed.
Augie Cerdan, FPE – Fire Services Manager / Fire Protection Engineer Augie has over 35 years of experience as a Fire Protection Engineer and has a successful history of holding management level positions. He is extremely knowledgeable about the Fire Prevention industry and also has experience providing building department services, as he played a crucial role in providing permit processing services in a few of his previous roles. Augie specializes in performing fire-related engineering reviews to ensure compliance with safety ordinances and codes of practice.
Regina De La Cruz – Lead Process Mapping Analyst / Administrative Support Regina is a seasoned professional with over 21 years of experience in a multitude of disciplines such as administration, process mapping, and development. She has the knowledge to analyze and document the workflows involved in the permitting, planning, and other building departmental operations and create a streamlined process to enhance the planning and building department functions. Regina works well with diverse stakeholders to accomplish objectives, drive productivity, and improve efficiency within the departments.
Scott Martin, PE – Quality Control Manager / Senior Civil Engineer Scott has over 27 years of engineering experience and has performed a multitude of plan review for many different project types including commercial structures, residential structures, schools, hospitals, and various municipal reviews for clients throughout the country. Scott’s duties include the review of plans submitted to local jurisdictions, creation and submission of plan review letters, and constant communication with all project stakeholders.
Alejandra Molina – Code Enforcement Manager & Trainer
Alejandra has more than 21 years working in Government and has been a Code Enforcement Officer and Manager. She is an excellent communicator who interacts effectively with property owners, building contractors, government officials, and citizens to address and resolve any problems. Alejandra is skilled in the topics of violation notices, administrative citations, inspection warrants, and applicable state codes, ordinances, and regulations. In addition, she also brings her bilingual skills to the table. 84 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 15 Section 4: Team Organization May 30, 2025
Isolda Lobao – Regional Plan Review Coordinator Lead
Isolda is a dedicated and highly experienced professional with over 15 years of administrative and technical expertise, primarily within the building and permitting sectors. She currently serves as a Plan Review Coordinator, where she plays a key role in assisting internal routing and ensuring the timely and efficient completion of plan reviews. Isolda coordinates with specialized staff to ensure each review is aligned with the unique needs of the client, demonstrating her strong organizational skills and commitment to service excellence. She is also fluent in both Portuguese and Spanish, allowing her to serve our regional clients more effectively.
Mark Ellis, CBO – Monterey Region Liaison
Mark is an ICC Certified Building Official with more than 30 years of experience working within municipal Building Departments in multiple different capacities. As a Building Official Mark has successfully managed the budget and staff of Building and Safety Departments that included Building Inspection, Plan Review, and Permit Counter. Mark has served as the Building Official for such jurisdictions as the cities of Santa Cruz and Turlock. As a Building Inspector Mark has conducted inspections on many residential, commercial, and industrial buildings and has worked on numerous projects as was a post-earthquake disaster evaluation Responder for the 1994 Northridge earthquake.
On-Call Support Staff
Minerva “Minnie” Arredondo, CBO, CALOES – Proposed Building Official Minnie is an experienced Permit Center Manager and Assistant Building Official based in the Monterey Area. She has more than 25 years of experience and is skilled in setting up management systems such as manuals, procedures, and documentation. She is adept in providing high-quality customer service, maintaining department databases and administrative files, scheduling inspections, and supervising Building Department staff and processes to maintain efficiency in the Department. She works well under pressure, is bilingual, organized, highly dedicated, can multitask, and is a great problem solver.
Steven Arnold, CBO, CASp – Building Official / Accessibility Specialist Steven is an experienced Building Official with 25 plus years of expertise in the industry. He has excellent working knowledge of all types of construction, including architectural, structural, electrical, mechanical, and plumbing.
Steven is extremely committed and has shown dedication by obtaining certifications through the International Code Council (ICC). Steven has experience managing and overseeing the continual operations of the Building Department. Recently he served as the Building Official for the City of Vallejo. Steven is an adaptable leader that quickly identifies departmental issues and solves them by utilizing his ample experience.
Tami Reyes, PE – Plan Review Engineer
Tami has over 11 years of experience in the engineering sector. Her valuable academic and professional background provides her with extensive knowledge and necessary tools to successfully perform plan reviews on a range of projects. Tami is a strong professional with excellent interpersonal skills in her interactions with customers, clients, and fellow team members and she maintains accuracy and a strong level of detail in whatever task she is given, making her an asset to any plan review team. Tami possesses a working knowledge to examine plans and specifications for Residential and Commercial projects to ensure compliance with local regulations. 85 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 16 Section 4: Team Organization May 30, 2025
Joseph Leonard, SE – Structural Plan Review Engineer
Joseph is a professional and driven licensed professional structural engineer with over 20 years of plan review experience. He has a great understanding of current California Building Standards Codes, especially the Building, Plumbing, Mechanical, Fire, Title 24, CalGreen, and municipal codes of various jurisdictions. Joseph has served in a number of senior positions, providing him with valuable leadership and interpersonal skills. In addition, Joseph has tremendous customer services skills, always leaving clients he works with satisfied. Joseph is a remarkably dedicated and determined team member, and his depth of knowledge makes him an asset to any team he joins.
Jose Lopez, PE – Senior Civil Engineer
Jose is a veteran Civil Engineer, Building Inspector, and Construction Manager with over 37 years of experience in the industry. He is also a California Registered Civil Engineer, Structural and Engineering Designer, Plans Examiner, and general Map Reviewer. Given his background in various specialties, Jose is an ideal team member who can adapt to any project, team, and municipality he is assigned. Jose has spent the entirety of his professional career working for public agencies and consulting companies providing highly skilled design, plan check, and construction management for buildings, sewers, storm drains, electrical infrastructures, fiber optic cable & systems infrastructure, paving, grading, and transportation/roadway systems.
Todd Sylla – Commercial & Residential Building Inspector / Inspector of Record Todd is a highly experienced building and safety professional with over 20 years in inspection, construction, and regulatory compliance. Currently serving as an Inspector of Record with 4LEAF, Inc., he conducts residential and commercial inspections across multiple cities, covering all major trades. His background includes roles as an Inspection Coordinator at Solar City, a federal Mine Safety & Health Inspector, and a Safety Coordinator at Lhoist North America, where he ensured compliance with MSHA and OSHA standards. Todd’s hands-on experience, combined with deep knowledge of building codes and safety regulations, makes him a reliable expert in field inspections and jobsite safety.
Gabriel Regalado – Combination Building Inspector / Inspector of Record Gabriel is a Certified Combination Building Inspector and Inspector of Record who is able to enforce codes and zoning requirements using local and California state codes. He possesses strong leadership abilities with years of successfully developing and managing staff skills and placement. Gabriel’s extensive background in practical and hands-on inspection makes him adept at successfully and effectively interacting with contractors across multiple construction sites. Gabriel’s skills and strong work ethic makes him the perfect addition to any team. Additionally, Gabriel served as one of our lead inspectors forthe $34.8M Community Center Complex for the City of Gonzales.
Robert Salgado – Fire Marshal / Fire Plans Examiner / Fire Inspector Robert has 42+ years of experience in the construction Industry, working for nearly 22 years as a Building Inspector and Electrician before transitioning into Fire and Life Safety. As an experienced fire protection professional with a background in both private sector contracting and public safety code enforcement, Robert is able to utilize his extensive knowledge, skills, and abilities to conduct complex and highly technical plan review of fire protection equipment and systems in municipal settings. Robert is meticulous in his examinations, detail oriented, and a valuable asset to any team he joins.
86 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 17 Section 4: Team Organization May 30, 2025
Jim Thompson – Fire Marshal / Fire Prevention Officer / Fire Plans Examiner & Inspector With a strong background of over 19 years, Jim brings with him expert-level Public Safety experience. His experience includes being a Fire Plans Examiner, Fire Inspector, and Fire Marshal for various jurisdictions within Northern California. Jim is skilled at the application of building practices and evaluating plans in relation to fire safety codes, as well as resolving unexpected site conditions and regulatory compliance issues involving federal, state, and local requirements. He provides results and the highest level of service to all clients as well as excellent leadership, communication, and relationship building skills.
Michael Torres – Code Enforcement Supervisor / Senior Code Enforcement Officer Michael is a highly efficient professional with 13+ years of customer service experience and 16+ years of related industry experience in working with building departments. Michael is a resolute team player with a strong suit in problem solving abilities, logistical planning, managing projects, and ensuring project completion while working with stakeholders. His professional knowledge and experience with Code Enforcement Departments has equipped him with the knowledge and skills necessary to respond to blight and nuisance complaints, schedule abatement clean-ups in collaboration with code units, successfully assist in bringing properties into compliance, and conduct all other enforcement duties.
Jeff Gallegos – Senior Code Enforcement Officer
With over 23 years of experience in code enforcement and related fields, Jeff elevates productivity by spearheading inspections and enforcement across California. His adaptability shines as he collaborates seamlessly with diverse teams, ensuring project continuity while upholding stringent codes. Jeff has conducted rigorous property inspections, issued citations, and maintained meticulous records. He focuses on public safety through code enforcement and is great at collaborating with various departments. With a rich law enforcement background, Jeff brings valuable expertise in training, crisis response, and advanced certifications.
Jose Torres, AICP – Senior Planner/GIS Specialist
Jose is a dynamic urban planner and Geographic Information Systems (GIS) specialist with extensive experience across diverse sectors. Jose's proficiency in Spanish allows him to effectively communicate with community members. Jose brings a unique cultural perspective to his work, facilitating meaningful community engagement and public participation initiatives. His expertise encompasses advocacy for affordable housing, leading inclusive planning projects, and integrating GIS technology into urban development strategies. Jose's notable achievements include leading community-driven initiatives, managing conservation easements, and revitalizing urban spaces through participatory planning. He is dedicated to cultivating diverse, inclusive communities.
Magda Gonzalez – Senior Planner
Magda is a skilled Senior Planner with over 10 years of professional experience in the realm of environmental review, resource management, and land use Planning. She also has extensive supervisory experience and is proficient in environmental document preparation, subconsultant coordination, presentation, and budget and project management. Magda excels in her recent assignment with the City of Hollister preparing and reporting performance data, identifying trends and areas for improvement, and analyzing efforts to develop solutions to project issues that may arise.
Full Resumes for Management Staff, including Project Managers and Supporting Managers, may be found in the appendix. Full Resumes for On-Call Support Staff are available upon request. 87 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 18 Section 4: Team Organization May 30, 2025
Organizational Chart
88 PROFESSIONAL BUILDING, PLANNING PLAN
REVIEW, AND BUILDING INSPECTION
SERVICES
SECTION 5
CITY OF SOLEDAD
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
SCOPE OF WORK
89 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 19 Section 5: Scope of Work May 30, 2025
SECTION 5: SCOPE OF WORK
Building Department Services
4LEAF has a proven track record of providing Building Officials and Permit Technician/Counter staff to support jurisdictions. 4LEAF can deploy such staff on short notice and offer training programs for existing department staff, if required. Our staff encompasses the right combination of experience, education, and certifications.
Building Official
The 4LEAF Interim Building Official can provide in-house plan reviews to the City, limiting the amount of projects distributed to outside consultants and helping the City achieve significant cost savings. The Building Official will act as an adjunct staff member to the City and work with City personnel and various departments to perform professional building services including but not limited to plan review, permit technician, building inspection, and code enforcement.
For this RFP, we are pleased to propose Minnie Arredondo, CBO, who is currently providing part-time Building Official Services to the City of Gonzales. With her extensive expertise and regional experience, Minnie is wellequipped to serve the City of Soledad effectively. In addition, our Project Manager, John Kuehl, CBO, will oversee all work. John brings over 21 years of experience as the Building Official for the City of Monterey, providing him with the knowledge and insight to effectively serve 4LEAF's clients throughout Monterey County.
Permit Technician
4LEAF Permit Technician Staff must be experienced and dedicated to serving the public at the Planning and Building Department counter. 4LEAF has numerous Permit/Counter Technicians on staff, many who are currently assigned to Building Departments throughout the state. All staff will have the materials, resources, tools, and training required to perform the job. Typical Permit Technician duties include:
• Accepting plans for plan check
• Verification that plans are accurate and complete
• Calculating permit fees
• Explaining ordinances and procedures to owners, contractors, developers, architects, and the public • Assisting with preparation of permit applications
• Receiving plans for Planning and Building permits and route to various agencies (if requested) • Accepting complaints on code violations, process, and record complaints • Answering phone calls for field and office staff
• Processing inspection requests
• Maintaining files for building permits
• Operating the Building Department’s computerized information system • Inputting a variety of information, including building permits and inspections • Completing related duties and responsibilities as assigned by Building Official and Senior staff members 90 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 20 Section 5: Scope of Work May 30, 2025
Plan Review Services
4LEAF will provide Plan Review for any and all types of structures to ensure compliance with all adopted codes, local ordinances (including Tier 1 of Cal Green, if required) and State and federal laws that pertain to Building and Safety, and for compliance with the adopted International Code Council (ICC) Building, Plumbing, Electrical, Mechanical, National Fire Protection codes and standards, and the Accessibility and Noise and Energy Conservation requirements as mandated by the State of California Title 24, State of California Water Efficient Landscape Ordinance, the State of California Certified Access Specialist (CASp) compliance, and all other applicable ordinances. We provide these services for project types including Single-Family Dwellings, large MultiFamily Mixed-Use Dwelling Units, Commercial, and Industrial.
Approach
We understand that the specific building plan review responsibilities will include, but are not limited to:
• Examining plans, drawings, specifications, computations documents, soils reports, and additional data; • Ascertaining whether projects are in accordance with applicable building and fire codes, and City ordinances, including but not limited to Title 24 and Title 25; • Performing such reviews as structural, MEP, green building, fire and life safety, grading and drainage; • Reviewing plans to ensure conformity to the required strengths, stresses, strains, loads, and stability as per the applicable laws;
• Reviewing plans to ensure conformity with use and occupancy classification, general building heights and areas, types of construction, fire resistance construction and protection systems, means of egress, accessibility, structural design, soils and foundations; and masonry; • Providing additional plan review services as requested by the City; • Conducting all plan review at the City Department or at a site mutually agreed upon in writing and; • Supplying all plan review staff with all code books and other basic professional references. 4LEAF’s EZPlan Review
EZPlan Review is our in-house tracking software that
acts as a communication tool between 4LEAF and
the jurisdictions we work with. The use of EZPlan
makes communication easy. This web portal allows
users visualize project due dates, notes, and status
updates so that projects can be followed from start
to finish. Additionally, 4LEAF provides electronically
stamped and uploaded copies of approved project
plans, a value which saves clients time and
resources. With the use of EZPlan, 4LEAF hopes to
provide a level of ease and transparency during the
off-site plan review process.
91 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 21 Section 5: Scope of Work May 30, 2025
QA/QC Review Process
Task 1 – Project Tracking Set-up
The first step of our process will be to set up the project in our system to enable 4LEAF and the City each to track the progress of the review. Our plan tracking procedures are designed to track each submittal throughout the review process and maintain accurate and comprehensive records for each submittal.
Task 2 - Complete Submittal Review
Upon receiving the plans from the City, 4LEAF will triage (preliminary plan review performed by 4LEAF plan review project lead) the submittal to verify that the submittal received is complete (i.e., all pertinent plans, calculations, reports, and other related documents) in order that we can begin our review. If the submitted package is incomplete, we will communicate with the City to discuss the deficient documents needed to proceed with our review.
Task 3 - Plan Review Assignment
After the triage process is performed and a complete package is verified, the project will be assigned to the most qualified Plans Examiner and a turnaround time will be established. We will log each application into our database the same day the plans are received to assure that they are routed in a timely manner and to allow for daily project tracking.
Task 4 - Plan Review
4LEAF will provide the project contact (Developer, Contractor, Architect, or Engineer) desired by the City with a list of any items needing correction and clarification to comply with applicable building codes, ordinances, and regulations. A correction list will be created based on the missing codes and ordinances.
Task 5 - Quality Control
Prior to submitting the plan review correction list to the City, the designated plan review project lead will review the correction list for adherence to applicable codes and ordinances as well as for accuracy and completeness.
After completion of our quality control review a correction list will be e-mailed to a designated staff member at the City or as directed by the City. The correction list and a 4LEAF transmittal form will include the following information: a description of the work, type of construction, occupancy group, square footage, number of floors, and sprinkler requirements.
Task 6 - Plan Review Rechecks
Plans received for rechecks will be reviewed for conformance. Our goal is to actively work with the designers to resolve all unresolved issues after our second review. If it appears that there are complicated issues that might cause a project to go beyond our second review, we will communicate directly with the designer to resolve these concerns.
Task 7 - Project Approval
Once the final plan reviews are completed and ready for approval, 4LEAF will organize the plans and supporting documents per the City processing requirements and return them to the City, along with our letter of completion.
92 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 22 Section 5: Scope of Work May 30, 2025
Turn-Around Times
4LEAF has a tremendous reputation for completing projects on-time and under budget. 4LEAF’s plan review team is widely recognized for quick turn-around times and prompt service. Off-site plan reviews are performed at our office, with plans transmitted by personal delivery or overnight service. The standard turn-around time is within 10 business days for residential plan reviews and within 10 days for commercial/industrial plan reviews; however, these timeframes are negotiable based on your needs. 4LEAF also provides Fire Plan Review services.
Type of
Plans Transportation Initial Review
Resubmittal
Review
Resubmittal
Review #2
Expedited
Review
Expedited
Resubmittal
*Residential < 24 Hours (pick
up & delivery) < 10 Days < 5 Days < 5 Days < 5 Days < 3 Days **MultiFamily< 24 Hours (pick
up & delivery) < 10 Days < 5 Days < 5 Days < 5 Days < 3 Days Commercial < 24 Hours (pick
up & delivery) < 10 Days < 5 Days < 5 Days < 5 Days < 3 Days ***Large
Commercial
> 15,000 s.f.
< 24 Hours (pick
up & delivery) Negotiable Negotiable Negotiable Negotiable Negotiable *Larger complex plan reviews can be negotiated to achieve the best possible pricing. 4LEAF has a proven track record of working with municipalities to provide expedited reviews with special discounted pricing.
Pick-up of all plans will be performed by 4LEAF staff within 24 hours of the City’s phone call or e-mail at no additional cost, 4LEAF staff will transport the plans to and from the City upon a phone call to the 4LEAF office or simply e-mail [email protected].
Document Control
When plans and documents are received for review, 4LEAF’s Plan Review Manager and Document Control Technician
analyze the project, creates a job number, and completes a Job Setup Sheet. This form highlights both the jurisdiction, applicable contact information, and all project specific design criteria and notes. Jobs are then transmitted through 4LEAF’s easily accessed EZPlan Review Portal which tracks initial and subsequent reviews and is open for view by the client. The City and their customers can view 4LEAF’s plan review control log through 4LEAF’s EZPlan Review Portal. 93 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 23 Section 5: Scope of Work May 30, 2025
Plans then get distributed for review to a 4LEAF team consisting of Plan Review Engineers, Architect (a licensed state professional) and/or an ICC Certified Plans Examiner, as applicable. Our staff then performs his or her function of analyzing the plans and documentation for effective conformance to the state codes, referenced construction standards, and City amendments. 4LEAF’s code review methodology is “The Effective Use of the Codes” reinforced through proprietary and jurisdictional checklists. When complete, the Plan Review Manager overviews the project for quality control purposes and forwards comments or approvals to the client’s predesignated contacts.
On- and Off-Site Review
4LEAF can supply Registered Professional Engineers to the City to work on-site performing structural plan review and non-structural reviews at the jurisdiction’s discretion. Our experience includes checking for compliance with the structural, life-safety, accessibility, plumbing, mechanical, electrical, fire, and local codes/ordinances.
Off-Site Electronic Plan Review
Digital plan review allows 4LEAF the ability to review, markup and transport plans of any size electronically. We strongly encourage this service for our clients. This process delivers a high degree of cost effectiveness, time efficiency and a “green” and environmentally friendly system. Through our strong focus on utilizing this digital capability, we offer full access to all 4LEAF engineers and plans examiners company-wide, from any of our office locations. A protected online portal will be established to allow property owners, contractors, developers, businesses, designers, and stakeholders to submit plans electronically for review. Access to the online portal will be given to City staff for immediate access to information regarding project status during the review process. 4LEAF has successfully implemented and used Bluebeam for electronic review of files to help eliminate the use of paper and take the plan review workflow to a whole new level. 4LEAF’s offices are equipped with large scale monitors for easy review of plans. Bluebeam Revu combines powerful PDF editing, markup, and collaboration technology with reliable file creation. Bluebeam integrates flawlessly with our Green Line approach for electronic and timely turnarounds resulting in permit issuance within 5-7 business days.
Process Mapping
4LEAF aims to bring departmental processes together by identifying and eliminating obstacles to streamline processes. Our subject-matter experts visit each department within a jurisdiction to conduct an analysis of existing processes, identify how best to streamline separate departmental processes to improve workflow, and provide guidance and recommendations on an improved work plan. 4LEAF implementation staff work both onand off-site during this process and offer extensive training to existing municipal staff members on the use of a jurisdiction’s preferred permitting software.
Additional Technologies
Having served more than 400 jurisdictions, 4LEAF and our staff are knowledgeable and have experience working with a variety of different technologies for Electronic Plan Review, Permit Tracking, and Building Inspections. 4LEAF’s experience with tracking technologies includes, but is not limited to:
94 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 24 Section 5: Scope of Work May 30, 2025
Inspection Services
4LEAF has a team of more than 200 ICC Certified Building Inspectors, OSHPD/DSA Inspectors of Record, Fire Personnel, and Construction Inspectors working on various contracts. 4LEAF has a team committed to work throughout California who will remain for the duration of projects to ensure we capture the goals and performance that have made our inspection system successful. With our diverse and exceptionally qualified inspection staff, we are confident in our ability to provide Residential Building, Commercial Building, Combination Residential, and Combination Commercial Inspector(s) to the City.
We maintain the largest database of qualified inspectors of varied qualifications. Inspectors vary from current full-time inspection staff, idle staff (temporarily between assignments), and pre-qualified staff which include inspectors who are available subject to client demand. 4LEAF’s inspectors are all ICC Certified and experienced working within a municipal work environment. 4LEAF will provide inspectors with all the necessary tools, equipment, and current code books sufficient to facilitate all required inspections. 4LEAF can provide interim or full-time inspectors same-day or within one business day—simply call, email, or text our assigned Project Manager for an immediate response. Our on-call database is utilized for all our clients for as-needed requests.
Periodic Inspection Services Available Next Day
4LEAF can fulfill inspection requests immediately upon request including same day. 4LEAF has a wealth of local and available inspectors ready to serve the City. In addition, 4LEAF has a proven track record of providing such services to a number of different building departments.
Part-Time Inspection Services Available Next Day
4LEAF will provide the City with part-time inspectors upon request. 4LEAF can provide part-time staff within 24 hours of request for any duration of time. 4LEAF’s Project Manager will work closely with the department to identify the right personnel and determine the appropriate work schedule.
Full-Time Inspection Services Available Two Days or Less 4LEAF can provide full-time inspectors upon request. 4LEAF provides this service regularly to many clients throughout Northern California, Central Valley, Central Coast, Sacramento Valley, Peninsula/South Bay, East Bay, North Bay, and Southern California.
95 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 25 Section 5: Scope of Work May 30, 2025
Project Specific Inspection Services Available Two Days or Less 4LEAF is often tasked with providing inspection services to large projects on behalf of municipalities. 4LEAF currently handles large-scale projects for such clients as the City of Palo Alto, City of Cupertino, etc. These projects are developer funded into a separate City account which is distributed to 4LEAF using a separate invoice and contract number. This is particularly helpful to fast paced projects looking for continuous inspection services over a short period of time (i.e. 6 - 36 Months).
Inspection Technology
4LEAF has extensive experience working with various inspection reporting technologies, including elas.™ and GoFormz, which 4LEAF used this for all scopes of the Apple 2 Campus (~$8 Billion), and for the Encore Boston Harbor Casino (~$2.6 Billion), San Mateo County Project Development Unit (~$1.1 Billion), and at San Jose State University (~$1 Billion).
Innovative technology allows every piece of information collected on a project to be accessible by all staff as every inspection report is stored securely and safely in the cloud. The information can be accessed through a user’s web account where any inspection report can be viewed, and reports can be ran using stored project data. With inspection technology, 4LEAF inspectors are able to leave detailed notes under the inspections and observations box and instantaneously attach pictures to reports to show the items inspected. By means of an iPad, inspectors sign reports using a mobile signature block and attached pictures of the item inspected that were taken using the iPad.
elas.™ Page View
96 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 26 Section 5: Scope of Work May 30, 2025
Fire Prevention Services
4LEAF understands that the City is seeking a consultant who is highly experienced in providing commercial and residential fire plan review and inspection services. The City would like to contract with a dependable firm who can conduct external plan reviews and provide inspection services as needed by the City in an effort to provide a timely, efficient, and professional service to the needs of the City. Additional services might include professional personnel such as Fire Marshals, Fire Protection Engineers, Fire Inspectors, Fire Prevention Officers, permit technicians, in-house/remote fire plans examiners, and other Fire Prevention personnel as needed. 4LEAF is a qualified fire consultant who can provide:
Complete Fire Prevention Services
Construction Related Fire Plan Reviews and Inspections Web-based digital platform for Fire Plan Review Permit Tracking Fire Prevention Division Staff Augmentation
Annual Fire Inspections
Administrative support
Approach
Our Fire team is comprised of experienced Fire Prevention Officers, Fire Inspectors, Fire Investigators, Fire Plans Examiners, Fire Protection Engineers, Fire Marshals, and Fire Chiefs. 4LEAF’s Fire Prevention personnel are professionally licensed, ICC Certified, and/or CSFM Certified and experienced working within a public and private work environment. Our team can provide complete Fire Prevention services for all types of occupancies and construction types to ensure compliance with all adopted codes, local ordinances and state and federal laws, ordinances, regulations, and standards that pertain to Fire/Life Safety including, but not limited to:
CA Code of Regulations, Titles 19 & 24
All NFPA Standards
Local amendments to the CA Fire Code
Municipal Codes, Standards, and Policies
California Health and Safety Code
National Fire & Building Referenced Standards
4LEAF is a Fire and Life Safety industry leader in Fire Prevention. Our Fire Prevention services include, but are not limited to:
Complete Fire Code New Construction Services:
Emergency Site Access Compliance
Fire Flow Water Supply Compliance
Building Fire and Life Safety Compliance
Hazardous Materials Code Compliance
Fire Suppression, Fire Alarm and Gas
Detection System Compliance
Hazardous Occupancies, High Piled Storage,
Energy Storage Systems and Plant Processing
and Extraction Compliance
Cause & Origin Investigation
Emergency Responder Radio Communication
System Compliance
Wildland-Urban Interface Compliance
Review of Alternative Materials and Methods of
Construction
Review of Performance-Based Code Compliance
New Construction Acceptance Testing and
Inspections
In-House & Off-Site Plan Review
Code Adoption
97 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 27 Section 5: Scope of Work May 30, 2025
Complete Fire Prevention Division Services:
Fire Code Operational Permits
Annual Business Inspections
Fire Investigations
Hazardous Materials Inspections
Wildland-Urban Interface Compliance
Codes and Standards Development
Public Education
Safety Training
Special Events Permits
Fire Plan Review
Fire Plans are all reviewed by 4LEAF’s Fire Plan Review team for compliance with locally adopted codes and ordinances, State of California Building & Fire Codes, CA Code of Regulations, Titles 19 & 24, and any other applicable nationally recognized standards. We provided these services for all project types including SingleFamily Dwellings, large Multi-Family Mixed-Use Dwelling Units, Commercial, and Industrial.
Fire Inspection
4LEAF maintains the largest database of qualified inspectors of varied qualifications. Fire inspectors vary from current full-time inspection staff, idle staff (temporarily between assignments), and pre-qualified staff which include inspectors who are available subject to client demand. 4LEAF’s fire inspectors are all ICC Certified and experienced working within a municipal work environment. 4LEAF will provide fire inspectors with all the necessary tools, equipment, and current code books sufficient to facilitate all required inspections. 4LEAF can provide interim or full-time fire inspectors same-day or within one business day — simply call, email, or text our assigned Project Manager for an immediate response. Our on-call database is utilized for all our clients for as-needed requests.
Periodic Fire Inspection Services Available Next Day
Part-Time Fire Inspection Services Available Next Day Full-Time Fire Inspection Services Available Two Days or Less Project Specific Fire Inspection Services Available Two Days or Less Fire Investigation
Fire investigations require a unique mix of knowledge, experience, and skills, utilizing a very technical and scientific approach. 4LEAF has qualified Fire Investigators on staff that are able to perform cause and origin investigations to truly determine how a fire was started, regardless of its size or severity. In order to identify the root cause and ignition sequence of a fire, 4LEAF Fire Investigation personnel will collaborate with other professionals to collect, preserve, analyze, and document evidence left at the burn site.
In the event that the origin of the fire is deemed unlawful, 4LEAF is able to equip the City with an experienced investigator that has the ability to assist in any prosecutions, lawsuits, or litigations that may take place.
Investigators can assist by providing expert witness testimonies and presenting any evidence discovered in court.
98 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 28 Section 5: Scope of Work May 30, 2025
Civil Plan Review Services
4LEAF will provide civil engineering review and support for any and all types of private development to ensure compliance with the City’s Standard Specifications, Municipal Code, project specific conditions of approval, and with all other adopted codes, and Caltrans Standards (where applicable), and for compliance with State of California Water Efficient Landscape Ordinance, the State of California Certified Access Specialist (CASp) compliance, and all other applicable ordinances. We provide these services for development projects including single-family subdivisions, affordable housing projects, multi-family and mixed-use developments, commercial, and Industrial civil improvements. We also provide services for tentative, parcel, and final map review, easement and right-of-way dedication and abandonment, and lot line adjustments and mergers.
Understanding
4LEAF understands the City’s need for timely and reliable On-Call Civil Improvement Plan Check Services. Our team will complete plan reviews within required timeframes, deliver electronic comments, and support staff and applicants with technical expertise. Our team reviews grading, drainage, utilities, erosion control, floodplain compliance, and technical reports to ensure conformance with City standards, FEMA regulations, and Master Plans. 4LEAF is fully committed to supporting the City’s development goals.
Approach
We understand the development process from entitlement to certificate of occupancy. Our civil engineering services responsibilities will include, but are not limited to:
• Examining rough grading, civil, and backbone infrastructure plans, specifications, geotechnical and drainage reports, feasibility studies, and additional analyses. • Ascertaining whether development construction documents adhere to the City’s standard specifications, municipal code, development conditions of approval, and all other adopted codes and ordinances. • Performing such reviews on improvement plans including grading, drainage, sanitary sewer, water, raw water, storm drainage, and joint utilities.
• Reviewing plans to ensure conformity to the City Council approved development entitlement, ensuring that all entitlement conditions are either adhered to or completed. • Reviewing landscaping plans to ensure conformity with the Model Water Efficient Landscaping Ordinance (MWELO).
• Reviewing tentative, parcel, and final maps, lot line adjustments, mergers, and easement and right-orway documents for compliance with the California Subdivision Map Act and the City’s municipal code. • Collaborate with the City’s Fire Department to address wildfire and latter fuel management concerns associated with new development.
• Supplying the City with civil improvement and mapping submittal checklists to ensure that applicants have a complete understanding of what is required.
• Reviewing construction cost estimates for accuracy, current market values, completeness, and transparency.
• Ensuring conformance with the City’s Storm Drain Master Plan and Stormwater Post-Construction Stormwater Standards Manual requirements.
99 Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 29 Section 5: Scope of Work May 30, 2025
Civil Engineering Review Turn-Around Times
Type of
Plans Transportation Initial Review
Resubmittal
Review
Resubmittal
Review #2
Expedited
Review
Expedited
Resubmittal
Rough
Grading
< 24 Hours (pick
up & delivery) < 15 Days < 10 Days < 5 Days < 5 Days < 3 Days *Subdivision < 24 Hours (pick
up & delivery) < 15 Days < 10 Days < 5 Days < 5 Days < 3 Days Commercial < 24 Hours (pick
up & delivery) < 15 Days < 10 Days < 5 Days < 5 Days < 3 Days Tent., Parcel
and Final
Maps
< 24 Hours (pick
up & delivery) Negotiable Negotiable Negotiable Negotiable Negotiable ROW and
Easement
Documents
< 24 Hours (pick
up & delivery) Negotiable Negotiable Negotiable Negotiable Negotiable *Larger complex project reviews can be negotiated to achieve the best possible pricing. 4LEAF has a proven track record of working with municipalities to provide expedited reviews with special discounted pricing.
Code Enforcement Services
Our Code Enforcement personnel are certified through the International Code Council, CACEO, and various training programs offered through accredited institutions. In addition, most of our personnel hold a PC832, ICC Property Maintenance and Housing Inspector, and/or CACEO. 4LEAF staff have experience in collaborating with property owners and other responsible parties to bring properties into compliance with regulatory standards. Our team is entrusted with the responsibility of ensuring adherence to local, state, and federal laws, codes, ordinances, and regulations pertaining to various aspects of community development and public safety. Our Code Enforcement team possesses a diverse skill set and expertise covering a wide area, including building construction, zoning, land use, property maintenance, health and sanitation, environmental protection, and public nuisances. Our Code Enforcement team is adept at utilizing various procedural mechanisms, such as issuing administrative citations, investigating potential violations and ensuring prompt resolution while upholding legal integrity. At 4LEAF, our primary goal for our code enforcement team is to promote and maintain the health, safety, and welfare of residents and visitors within the municipality or jurisdiction we serve. 4LEAF Code Enforcement Officers have experience in writing criminal citations and in working with legal counsel to assist in the successful prosecution of Code Enforcement cases either in criminal or civil courts when necessary. We focus on nearly every area of Code Enforcement including, but not limited to, the following categories detailed below.
100
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 30 Section 5: Scope of Work May 30, 2025
Standard Operating Procedures
4LEAF’s Code Enforcement Directors have an extensive history with Cities and Counties in preparing Standard Operating Procedures (SOP’s) to ensure consistency while performing code enforcement duties. This will provide guidelines for Code Enforcement personnel to implement and achieve voluntary compliance. These SOP’s are specific to each community’s needs and we help establish a uniform set of guidelines for consistency and efficiency. Some of these areas include:
Training guidelines for new Code Enforcement Officers Safety guidelines (including Officer Safety Procedures or compliance with SB246) Hearings
Testimony
Blight Enforcement
Our team works to identify and enforce state and local laws pertaining to the maintenance of private property.
Through field contact with tenants and property owners, our team works efficiently in providing guidance to address blighted conditions such as overgrown weeds, trash, debris, and graffiti.
Classroom Training with CEUs
You can often find members of 4LEAF training nationally for organizations such as the International Code Council (ICC), American Association of Code Enforcement (AACE), California Association of Code Enforcement Officers (CACEO), and other nationally recognized affiliations of these chapters. 4LEAF’s training leads include Pete Roque, Kenneth Eckman, and Alejandra Molina. Our instructors are nationally accredited and offer Continuing Education Credits (CEUs).
Our trainers currently cover topics such as:
o 10 Most Common Complaints
o Accessible Parking
o ADU Legislation
o Agency Promotion Community Relations
o Banner and Sign Enforcement
o Basic Ethics
o Basic Ethics and Inspections
o Basic Ethics, Authority, and Inspections
o Basic Inspection Protocol
o Basic Report Writing
o Basic Residential Construction
o Blueprint Reading
o Building And Safety Presentation
o Building Blocks for Code Enforcement
Officer Success
o Building Code
o Building Inspections and Code Enforcement
– A Powerful Duo
o Case Documentation
o Case Management from Start to Finish
o Code Enforcement 101
o Code Enforcement Culture
o Courtroom Testimony and Demeanor
o Dealing With Difficult People
o Effective Communications – Bridging the
Gap with External and Internal Customers
o Ensuring Short-Term Rental Reg.
Compliance
o Essentials for Short-Term Rental
Enforcement
101
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 31 Section 5: Scope of Work May 30, 2025
o Ethics
o Hoarding
o Individual Awareness and Preparation
o Inspection Protocol
o Interior Inspections
o Intermediate Communications
o Interview And Interrogation
o Interview And Report Writing
o Investigative Report Writing
o IPMC 2021 or 2018 Exam Prep
o IPMC 2021 Overview
o Landlord Tenant Disputes
o Legal Aspects
o Marketing Your Code Enforcement
o Mobile Vending
o Mold, Lead, Asbestos, & Vectors
Enforcement
o Multi-Agency Task Forces
o Officer Safety – Drug Awareness for the
Code Enforcement Officer
o Officer Safety – Encountering Mental Illness
in the field of Code Enforcement (Self-Care)
o Officer Safety – Field Inspection Protocols
for the Code Enforcement Officer
o Officer Safety – Gang Awareness for the
Code Enforcement Officer
o Officer Safety – Hazardous Building Safety
for the Code Enforcement Officer
o Planning And Zoning Basics
o Property Maintenance
Community Outreach
4LEAF will review current outreach and engagement initiatives and make appropriate recommendations to the City. Items typically reviewed include:
o Opportunities for involvement in community events
o Creation of pamphlets and marketing material
o Social media engagement
o News media outlets
o Municipal Code Enforcement web page
o Review of frequently asked questions
Department Assessments
4LEAF is working with many Community Development Departments to provide assessments of their code units reviewing closely staffing levels, Standard Operating Procedures (including branding/rebranding, target issues, prioritization of existing Code Enforcement cases, community engagement strategies, written materials such as compliance notices, postings and door hangers, data entry, inspection response time management, and training programs. Additionally, 4LEAF provides in-house assessments and regular meetings with directors and municipal stakeholders for plan implementation and execution.
Hearing Officers
4LEAF has Hearing Officers available for contracted municipalities. Our seasoned officers are trained to understand the existing Municipal Code as well as other adopted codes and make a knowledgeable determination regarding the validity of a violation. Results may include the issuance of fines or granting additional time for compliance for respondents with unusual hardships.
102
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 32 Section 5: Scope of Work May 30, 2025
Inspections
4LEAF can provide certified and qualified staff to perform inspections in a lawful manner that respects the reasonable expectations of privacy and security of residents and their properties. Inspections conducted will determine if conditions on the properties are compliant with applicable sections of the current editions of the International Property Maintenance Code (IPMC), Municipal Code, Zoning Code, California Health and Safety Codes, Uniform Housing Code, Uniform Code for the Abatement of Dangerous Building, CA Residential Code, CA Building Code, and trade codes.
Upon assignment, 4LEAF’s Code Enforcement staff will be ready to respond and provide compliance solutions to code cases, new and existing, with minimal impact to current processes. 4LEAF Code Enforcement Inspectors are qualified to do the following:
o Perform inspections for violations of Building Codes and Ordinances as adopted by the municipality. o Research properties for prior approvals, permits, and general information relating to violations. o Investigate and take necessary action when a violation of municipal codes exists. o Consult with the City Council as required, when requested by the Code Enforcement Manager/Director, and when escalated enforcement may be required.
o Comply with the City’s procedures for reporting inspection results and deficiencies. o Use City inspection correction forms.
o Complete necessary digital entries that capture site inspection results, case status communications and any documentation of notices provided to responsible parties and stakeholders. o Conduct follow-up inspections as needed.
o Notify the responsible parties of other agency approvals prior to closing a Code Enforcement action. o Maintain records as needed for the efficient and effective operation of the City. o Meet with members of the public and municipal staff on a daily basis as needed.
Short-Term Rental Programs
One of the fastest-growing programs within Code Enforcement Divisions is short-term rentals. 4LEAF assists with compliance with municipal short-term rental ordinances that require property owners to adhere to several rules, including limiting the number of daytime and overnight guests, prohibiting events and amplified sound, and posting specific rules and emergency information, among others. Short-term rentals are presenting challenges within our communities. While these rentals offer unique opportunities for travelers and hosts, they have also brought forth various concerns that warrant immediate attention. Housing availability, neighborhood dynamics, and safety considerations have raised valid apprehensions among residents. 4LEAF understands these issues and is pleased to present a comprehensive scope of services designed to regulate short-term rentals effectively, fostering a harmonious coexistence for all stakeholders involved. Our proposed solution encompasses meticulous research, the development of fair regulations, stringent compliance inspections, and a robust enforcement system to address illegal postings and operations. With these measures in place, we can resolve the prevailing issues and create a sustainable short-term rental ecosystem that benefits the entire community. We look forward to collaborating with you all in implementing this solution and achieving a positive and lasting impact on our neighborhoods. These are scopes of services that we provide, including but not limited to:
103
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 33 Section 5: Scope of Work May 30, 2025
1. Research and Analysis: Conducting a thorough study of the local short-term rental market is crucial to understanding the current landscape and potential impact on the community. This data-driven approach enables your jurisdiction to make informed decisions and design effective regulations tailored to your specific needs.
2. Developing Regulations and Policies: Developing clear and well-defined regulations is essential for creating a level playing field for all short-term rental operators. These policies help establish guidelines, standards, and boundaries that ensure the industry operates responsibly, benefiting both residents and hosts alike.
3. Licensing and Registration: Implementing a licensing and registration system ensures that only eligible and responsible operators are allowed to offer short-term rentals. This process helps your jurisdiction track and communicate with operators, making it easier to enforce regulations and ensure compliance with safety and tax requirements.
4. Compliance Inspections: Regular compliance inspections are vital to guarantee the safety and quality of shortterm rental properties. By verifying adherence to regulations, your jurisdiction can maintain community safety, prevent potential hazards, and protect the rights of both guests and neighbors.
5. Enforcement and Penalties: A robust enforcement mechanism, including penalties for non-compliant operators, serves as a deterrent against illegal or irresponsible practices. By imposing consequences for violations, authorities can discourage unlawful behavior and encourage operators to adhere to the established regulations.
6. Data Monitoring and Reporting: Implementing or ensuring that proper documentation is completed is standard operating procedure for 4LEAF. A proper data monitoring system provides insights into the shortterm rental market's impact on housing and the local economy. It enables evidence-based decision-making, helping your jurisdiction adjust regulations if necessary and fostering transparency in the regulatory process.
7. Public Awareness and Education: Public awareness campaigns educate both short-term rental operators and residents about their respective rights and responsibilities. By promoting best practices and addressing concerns, these campaigns foster a sense of community understanding and cooperation, reducing potential conflicts.
8. Collaborative Partnerships: Partnering with short-term rental platforms and law enforcement agencies fosters cooperation and facilitates compliance. Data sharing and joint efforts between these stakeholders help streamline the enforcement process and address challenges more effectively.
9. Complaint Resolution: a complaint resolution empowers residents to report issues and complaints related to short-term rentals. Swift and fair resolution of complaints helps maintain harmony within the community and ensures that any problems are addressed promptly.
10. Periodic Review: Regularly reviewing and updating regulations allows your jurisdiction to keep pace with changes in the short-term rental industry and adapt to new challenges or opportunities. This flexibility ensures that the regulatory framework remains relevant and effective in achieving its intended goals. 104
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 34 Section 5: Scope of Work May 30, 2025
Lead Abatement
Although lead-based legislation has been around since the 1950s, nationwide regulation was not enforced until 1971 with the introduced of the Lead-Based Paint Poisoning Prevention Act (LBPPPA), which prohibited the use of leadbased paint in residential structures constructed or rehabilitated by the Federal government or with Federal assistance. In 1973, an amendment to the LBPPPA stated that lead-based paint should be removed from pre-1950 housing and structures. Our Code Enforcement team follows the requirements set forth by the State of California to ensure proper lead safe practices are taking place in removal of lead-based paint to protect citizens from exposure.
Additionally, our team participated at the National Healthy Homes Conference in 2022 in Baltimore, MD, where we spoke on the importance of Code Enforcement for Lead Paint Abatement Programs to safeguard communities.
Massage Parlor Enforcement
This scope can often be utilized for undercover stings with partnering agencies for businesses that not only violate criminal laws but also building code violations, licensing requirements, and potential massage parlor ordinances in the City. Early detection is vital in these cases and steps include background checks and other reasonable means of identification and clearances. Our team has championed programs specializing in identifying and mitigating illegal actions in massage parlors.
Parking Enforcement
4LEAF has the capabilities of providing parking enforcement. This includes:
o Enforcement of state and municipal parking regulations. o Removal of abandoned and nuisance vehicles from the public right-of-way. o Issuance of parking citations and review of contested citations.
Policy Review
4LEAF shall review and read current policies and procedures and define policy clearly to set the tone for your municipality’s Code Enforcement Program. A clear policy communicates defined expectations to stakeholders whether it’s how they handle complaints, how Code Enforcement Officers conduct compliance reviews, or any other aspect that the municipality needs to have communicated and consistently followed. 4LEAF will develop a well-defined user-friendly format.
Program Analysis
4LEAF understands that Code Enforcement is an essential part of a community’s public health and safety, providing a regulatory mechanism to ensure the public’s overall wellbeing. Addressing the community’s concerns in a timely and efficient manner is paramount to a successful Code Enforcement Program. 4LEAF personnel will perform the following:
o Conduct investigative inspections of unpermitted activities. o Create standard operating procedures, if required.
o Conduct review of all administrative/misdemeanor citations. 105
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 35 Section 5: Scope of Work May 30, 2025
o Provide guidance for resolution of high case load along commercial corridors. o Assist with complex code enforcement cases.
o Provide guidance for resolution of existing cases.
o Provide in-house and/or field training of traditional Code Enforcement protocols. o Create an outreach plan to address and deter unpermitted vending/commercial corridor violations.
Program Development
4LEAF project managers have experience in working collaboratively with clients to further develop and enhance their Code Enforcement Program when requested. Our project managers are currently working with local jurisdictions to revise and strengthen Code Enforcement Programs to gain voluntary compliance, provide resident education, and effectively communicate with the public. 4LEAF staff takes an approach in recommending, implementing, and executing program assessments, creation of policies and procedures, creation of training manuals for new hires, providing educational materials for the public, providing staff with up-to-date training, teaching current Code Enforcement staff options for compliance using adopted ordinances, and providing recommendations to cases that may require specialized expertise that may be sensitive in nature. 4LEAF staff also has designated staff tracking recent legislation to ensure the municipality follows state regulations and clients are aware of upcoming legislation that may affect their Code Enforcement Program.
Project-Specific Assignments
Our Code Enforcement Directors are often brought on board by municipalities to provide consulting for longstanding cases that need a fresh set of eyes and assessment. The Code Enforcement team at 4LEAF will lend their considerable expertise in bringing those difficult cases into compliance. We will review your most challenging cases, assess the work done to date, and confer with the Municipal Code and your department's Standard Operating Procedures. Once our analysis is complete, 4LEAF will provide you with a detailed report of our findings and specific step-by-step strategies to get those cases off the active roster. 4LEAF personnel will be available to speak with stakeholders such as Department Heads, Council, and other elected officials. If necessary, we can also provide Expert Witness Testimony.
Rental Housing Enforcement
Our team will assist with the inspection of residential rental properties on a routine and comprehensive basis to assure the overall quality of the unit meets the requirements of the Health and Safety Code and property maintenance guidelines. This includes educating property owners, property managers, and tenants about those requirements.
Review and Develop SOPs
4LEAF routinely works with Code Enforcement Divisions to review the current Standard Operating Procedures and provide suggestions for enhancing SOPs. Our staff can also help implement and train the existing municipal personnel in these changes. Currently, we are providing these services for California municipalities such as the cities of Escondido, Del Mar, and San Diego.
106
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 36 Section 5: Scope of Work May 30, 2025
Staff Augmentation (After-Hours / On-Call Officers)
4LEAF specializes in providing personnel to municipalities on a part-time or full-time basis. At your request, our staff arrives at your door with training opportunities, study materials, company phones, and energy- saving fleet vehicles. When necessary, 4LEAF is capable of providing Code Enforcement staff outside of normal business hours to improve response times, address code violations, and improve response times and maintain public space integrity. 4LEAF’s Code Enforcement Staff Augmentation personnel categories include:
o Department Director
o Department Manager
o Code Enforcement Manager and Training Officer
o Senior Code Enforcement Officer
o Code Enforcement Officer I & II
o Code Enforcement Coordinator/Technician
o Hearing Officer
Stormwater Enforcement
4LEAF provides Stormwater Enforcement. This includes the visual inspection of infrastructure dedicated to the management of rainwater. Violations would include having inadequate erosion/sediment controls for property, failing to conduct/document inspections, illegal dumping, overgrowth of vegetation, and flooding.
Substandard Housing
One of the major areas of code enforcement throughout the U.S. is the inspection of Substandard Housing. 4LEAF Code Enforcement Officers routinely inspect and report any violations to housing codes including substandard and uninhabitable conditions, un-permitted construction, unlawfully created units or spaces, inadequate or non-existent heating, accumulated trash and debris, lack of utilities, property maintenance, mold, and rodent/insect infestations.
Tobacco Enforcement
These programs ensure that retailers are properly licensed/permitted for the sale of tobacco and such establishments are posting proper notification such as STAKE Act stickers at each point of sale. In addition, we can assist in compliance with work-place smoking and vaping prohibitions.
Vendor Enforcement
In many areas across California, unlawful street vending has become a pressing concern. These vendors, offering a wide variety of products, often operate without adhering to established regulations, leading to challenges such as littering, public right of way obstructions, and unfair competition with authorized businesses. While California has taken commendable steps, such as the introduction of Senate Bill 946 and Senate Bill 972, both of which are designed to regulate and decriminalize certain aspects of street vending, there remains much work to do. Many vendors, driven more by economic desperation than defiance, continue to bypass these regulations, resulting in a 107
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 37 Section 5: Scope of Work May 30, 2025
surge of potentially unsafe vending operations, many of which are food vendors. This not only jeopardizes public health but also diminishes the state's regulatory efforts. 4LEAF is an experienced solution-oriented firm that recognizes the complexities of this issue. Beyond mere law enforcement, the 4LEAF team understands the socioeconomic intricacies driving vendors towards this livelihood. Our tailored programs are designed to address the root causes, ensuring vendors have pathways to legitimate operations while helping jurisdictions maintain public safety and order.
Through a partnership with the City, 4LEAF is poised to offer a comprehensive strategy and service that not only aligns with state regulations but also provides sustainable solutions for the challenges of unlawful street vending.
Code Enforcement Technology
4LEAF leverages a range of advanced software solutions to streamline case management, track performance, and generate comprehensive reports. Our team is highly proficient in platforms such as Accela, GOGovernment, eTRAKiT, Tyler Technologies, Comcate, CivicPlus, and the Microsoft Suite. These tools enable us to efficiently manage cases, monitor inspections, and produce detailed summary reports, enhancing the overall effectiveness of code enforcement operations.
In addition to our software expertise, 4LEAF customizes field reports for code enforcement officers, tailoring them to align with each jurisdiction's specific regulations and enforcement priorities. These reports allow officers to document inspections, capture key case details, and maintain accurate case records in real time, improving both efficiency and consistency in the field.
To support performance tracking and data-driven decision-making, we utilize interactive dashboards and key performance indicator (KPI) reports. These tools offer real-time data visualization, enabling staff and decision makers to assess case progress, monitor compliance rates, and optimize enforcement strategies. This data-driven approach enhances operational efficiency and helps justify staffing levels, resource allocation, and program funding needs.
Compliance documentation is further strengthened through the integration of geotagged, timestamped photographic evidence within our case management system. These images are directly linked to case files, providing verifiable proof of property conditions over time and reinforcing accuracy, accountability, and transparency in enforcement efforts.
For cost-benefit analyses, 4LEAF generates detailed reports that compare enforcement costs against compliance outcomes. These reports evaluate operational efficiency, resource utilization, and the financial impact of enforcement efforts, factoring in staff hours, administrative expenses, and potential revenue from fines or remediation fees. Findings are presented in a structured format with visual data representations, such as charts and tables, to assist decision makers in assessing program effectiveness and making informed policy decisions. 108
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 38 Section 5: Scope of Work May 30, 2025
Disaster Recovery & Emergency Response Services
4LEAF can provide disaster recovery & emergency response services in the event of a local, regional, state, or national emergency and/or natural disaster. We can offer on- and off-site staff (Plan Review, SAP Inspection, CASp Inspection and Plan Review, Public Works personnel, etc.) and have proven success with projects involving disaster recovery. 4LEAF always strives to go the extra mile with our Customer Service Delivery and mobilize quickly when disasters strike. We provide post-disaster assessments and run full programs for rebuilding communities. 4LEAF and its team have worked with or are currently working with the following agencies for disaster response:
• County of Maui, Hawaii (Current: Full Permit Recovery Program) • Sonoma County Fire Recovery (Completed: Full Program) • City of Malibu Fire Recovery (Current Planning and Public Works) • County of Santa Cruz Fire Recovery (Completed: Full Program) • Town of Paradise Fire Recovery (Completed: Full Program for Years 1-4) • Jackson County, Oregon (Completed: Full Program)
• Calaveras County (Completed: As-Needed Fire Recovery Services) • City of Oakland (Completed: As-Needed Fire Recovery Services) • Sonoma County Flood Assessments (Completed in 2019)
4LEAF understands that a disaster recovery of any size and complexity requires a lot of time, commitment, planning, staffing, and most of all, experience. 4LEAF can provide a specified number of damage/safety assessment inspectors within 24 hours, by notification of the City. All our inspectors are ICC certified and have or will have CALBO Disaster Response Team training or equivalent prior to being placed in the field. We also have numerous CASp inspectors available to provide accessibility assessments and inspections as well.
Safety Assessment Program (SAP) Certified Personnel
4LEAF currently has 17 team members who are SAP (Safety Assessment Program) Certified. These individuals all have pertinent experience in the industry and are available to assist the City in all needs related to our scope of services. There are both SAP Evaluators and SAP Inspectors among the 4LEAF team. 4LEAF can provide the City with immediate emergency response for incidents during evenings and weekends.
Upon a call from the City, 4LEAF can immediately dispatch a senior level inspector to the scene to assess the life safety concerns of any incidents. We have dispatched inspectors to assess the building and life safety concerns related to fires, floods, debris removal, building-related catastrophes, and other results of natural disasters.
Green Line Process™
Additionally, we can implement our trademarked Green Line Process™ which was designed to assist disaster victims by providing them with the most expeditious and cooperative permitting process available. Our goal is to achieve complete compliance and have approved plans ready for permit within five business days of submission. 4LEAF’s collaborative Green Line Process™ utilizes seasoned professionals who are available on demand to assist applicants, designers, and contractors throughout the rebuild process. Greenline Process™ includes:
Pre-Application Meetings Expedited Plan Review
Permitting Consultations Next Day Inspections
Scan our Disaster
Recovery Services QR
Code for more Info
109
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 39 Section 5: Scope of Work May 30, 2025
Planning Services
4LEAF will provide the full scope of planning services outlined in the RFP, including current and long-range planning, environmental and CEQA review, zoning and land use analysis, GIS mapping, community outreach, and responsive customer service. Our approach is grounded in seamless integration with City operations and a strong commitment to Soledad’s planning goals. We offer solution-oriented support that helps applicants navigate the review process while ensuring compliance with City codes and policies. Our planners are proactive, detail oriented, and dedicated to maintaining momentum on projects while upholding the City’s high standards.
Our Monterey office, just 25 miles from Soledad, and our team’s Central Coast presence allow us to provide responsive, on-site support for meetings, counter shifts, site inspections, and public hearings, including evening Planning Commission and City Council meetings. This local accessibility enhances our ability to stay attuned to Soledad’s evolving regulatory landscape, including SB 9 urban lot splits, ADU regulations, and Housing Element requirements. Many 4LEAF staff are fluent in Spanish, enabling effective, inclusive public engagement. Our familiarity with regional demographic and economic trends informs our planning strategies for emerging community needs, such as housing affordability and downtown revitalization. 4LEAF’s team is composed of certified planners and subject matter experts with decades of experience serving California cities comparable to Soledad. We offer in-house expertise across all required planning disciplines including CEQA, entitlements, long range policy, and GIS, ensuring the City receives timely, comprehensive support without delays. When specialized design expertise is needed, we can engage trusted subconsultants, though our goal is to provide a streamlined, single point of contact service.
In summary, 4LEAF’s approach is proactive, professional, and highly responsive. We will integrate with Soledad’s staff and processes on day one, adopt the City’s priorities as our own, and actively work to streamline the planning process wherever possible. Our planners take pride in upholding the City’s standards and providing excellent customer service to residents and project applicants alike. Through close collaboration, comprehensive technical knowledge, and a “whatever-it-takes” attitude, 4LEAF will help Soledad successfully manage its planning needs under this on-call contract. We don’t just aim to meet expectations; we aim to exceed them and deliver service that truly adds value to the City and the community.
General Planning Services
4LEAF offers dependable, on-call general planning services to support the City of Soledad’s Community and Economic Development Department. Our planners assist by attending internal coordination meetings, including Development Review Committee discussions and pre-application conferences, managing communication with applicants and partner agencies, and supporting day-to-day department operations. We help prepare and review staff reports, resolutions, and findings for Planning Commission and City Council consideration, and actively contribute to community workshops and public meetings with presentation materials as needed. Our team provides professional, responsive customer service to applicants and residents, including bilingual assistance for Spanish-speaking community members, maintain timely communication with City staff, and ensures accurate documentation and file management throughout the planning process. 110
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 40 Section 5: Scope of Work May 30, 2025
Staff Augmentation & Internal Coordination: 4LEAF offers the City of Soledad flexible, on-call planning services with rapid response capabilities and adaptable staffing levels. Our team is structured to mobilize quickly, often within 24 to 48 hours, to address staffing gaps, workload surges, or special assignments. We maintain a bench of cross-trained planners at various levels who are familiar with municipal procedures and can provide seamless support whether remotely or on-site. As workload fluctuates, we scale our efforts up or down to align with the City’s needs, ensuring efficient use of resources without compromising service continuity.
Collaboration and Communication are at the core of our approach. We see ourselves as an extension of City staff and will work together with Soledad’s team. 4LEAF planners will maintain open lines of communication with City personnel, regularly coordinating with the Community Development Department and other departments as needed. We will also engage with City leadership and decision-makers, providing clear, concise updates to the Planning Director (or City Manager designee) and briefing Planning Commissioners or City Councilmembers on project statuses when requested. Additionally, 4LEAF planners are comfortable interacting directly with the public and stakeholders. We will collaborate closely with applicants, developers, and community members to ensure transparency and mutual understanding throughout the planning process. By fostering a cooperative environment, we help City staff, decision-makers, applicants, and the public work together toward sustainable, community-focused outcomes.
Public Meeting Support & Presentation Materials: 4LEAF provides reliable support for Planning Commission, City Council, and community meetings by preparing clear, well-organized presentation materials and background summaries for agenda items. Our team assists City staff in assembling slide decks, visual aids, and handouts that communicate planning topics effectively to both decision-makers and the public. We are available to attend meetings in person or remotely, deliver presentations when requested, and respond to questions in a professional, accessible manner. Our planners ensure that all materials are accurate, visually coherent, and aligned with City objectives supporting informed decision-making and public transparency.
Customer Service and Zoning Inquiries: 4LEAF planners can serve as the first point of contact at the City’s permit counter or by phone/email. We will represent Soledad with professionalism, courtesy, and a helpful attitude. This means greeting customers, answering questions about application requirements and procedures, providing accurate zoning code interpretations, and guiding applicants through the process. Our staff has extensive front counter experience, having worked in City planning offices throughout California. We understand the importance of clear communication and patience when assisting residents, business owners, and developers, especially in a small community setting. By being knowledgeable about Soledad’s municipal code and development standards, our planners will instill confidence in customers and provide accurate information on zoning, permit processes, fees, and timelines. We are committed to upholding Soledad’s customer service standards and will embody our “get to yes” approach at the counter, helping applicants find solutions to meet code requirements so their projects can move forward. Importantly, our team includes bilingual planners fluent in Spanish, ensuring we can assist Soledad’s Spanish-speaking residents in their preferred language. This cultural competency removes barriers and helps all members of the community feel comfortable navigating the planning process, whether at the public counter or during outreach events. 111
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 41 Section 5: Scope of Work May 30, 2025
In addition to day-to-day coverage, we are prepared to support the City during emergencies or special projects, including fast-tracked reviews, urgent research, or disaster-related permitting. Our planners are highly responsive and accessible, often turning around requests the same day. Should any personnel transitions occur, we implement a smooth handoff process to maintain continuity. With 4LEAF as your on-call partner, the City can rely on consistent, professional planning support—ready when you need it most.
File and Communication Management: Equally important, our approach emphasizes proactive project management and quality control to deliver reliable results. We will assign a dedicated Project Manager (or Senior Planner) to Soledad’s contract who will oversee all tasks and personnel. This 4LEAF manager will coordinate assignments, monitor timelines, and ensure that each project or service request is handled efficiently from start to finish. Internally, we implement rigorous QA/QC reviews on key deliverables – for example, a Senior Planner or Planning Manager will review permit decisions, staff reports, and CEQA documents before they are finalized, providing a second layer of scrutiny for accuracy, consistency, and completeness. By combining strong management oversight with detailed-oriented planning practice, we guarantee that Soledad receives high-quality work products that meet all requirements and reflect well on the City.
Current Planning Services
For on-call current planning support, 4LEAF will provide experienced planners who can step in immediately to handle the City’s day-to-day development review tasks. Our team is well-versed in the full spectrum of current planning activities, and we will ensure that permit processing and customer service continue seamlessly during assignments. Some key current planning services we provide include:
Development Application Processing: Our team will process all types of development and land use applications on behalf of the City of Soledad, including both ministerial permits and discretionary entitlements. These range from site plan and design review to conditional use permits (CUPs), variances, subdivisions (tentative parcel and tract maps), lot line adjustments, zone changes, and more. Upon receipt, 4LEAF will conduct a thorough completeness review in accordance with the Permit Streamlining Act and issue timely completeness letters within the required 30-day window. Our planners utilize City checklists or assist in developing them if needed to ensure accurate and complete submittals. Once an application is deemed complete, we initiate a detailed evaluation against Soledad’s General Plan, Zoning Ordinance, design standards and applicable specific plans, including the Gateway Specific Plan and projects within the downtown revitalization and City Center Mixed-Use focus areas. We coordinate closely with Community Development, Public Works, Building, and utility agencies to identify requirements early in the process. All project data and correspondence can be managed through the City’s SmartGov permit tracking system to ensure transparency and efficiency.
By facilitating interdepartmental review, we help identify key issues early and ensure that all stakeholder input is reflected in staff reports and conditions of approval. These services are especially valuable as the City of Soledad advances major planning efforts, including its comprehensive General Plan update, Housing Element implementation, and the entitlement of transformative projects such as downtown mixed-use development and revitalization within the Gateway Specific Plan area.
112
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 42 Section 5: Scope of Work May 30, 2025
Staff Reports, Hearings & Decisions: 4LEAF planners will prepare professional staff reports and presentation materials for each task we are assigned. Our reports will include well-crafted project descriptions, analysis of the proposal (with findings of fact for required entitlements), and recommended conditions of approval that are tailored to the project and grounded in City code requirements. We will attach all necessary resolutions, draft ordinances, and CEQA documentation to support the decision-making process. We will also prepare all required public notices (e.g., mailed notices to neighbors, on-site posting of hearing notices, and newspaper publications if applicable) to ensure the community is informed of upcoming hearings in accordance with legal requirements. Our planners are adept at public speaking and can present projects to the Planning Commission or City Council, answering questions and providing clarifications as needed. We make sure that decision-makers are fully informed with clear, unbiased information and that the rationale for our recommendations is thoroughly explained, citing applicable plans, policies, and regulations. Whether acting as case planners for a Planning Commission item or making administrative decisions at the staff level, 4LEAF will exercise sound judgment and fairness, always aligned with the City’s codes and community values. After decisions are made, we will also handle any necessary follow-up, such as preparing notice of actions, updating project tracking systems, and briefing City staff on permit conditions for implementation.
Permit Plan Check & Condition Compliance: After project approval, 4LEAF will assist with reviewing construction plans (e.g., building permit submittals and improvement plans) for conformance with all planning requirements and conditions of approval. Our planners coordinate closely with the City’s Building and Engineering divisions during this plan check process to ensure that grading plans, building plans, and public infrastructure plans implement the project’s entitlements exactly as approved. We verify that each plan set complies with Soledad’s zoning standards, design guidelines, mitigation measures, and any special conditions imposed by the Planning Commission or City Council. If we identify any discrepancies or omissions, we will issue clear correction comments and work with the applicant’s design team to resolve them expediently. Additionally, 4LEAF can perform site inspections related to planning conditions of approval (such as verifying landscape installation, signage, or architectural detailing) to confirm that projects are constructed in full compliance before final signoff. By providing thorough plan review and on-site compliance checks, we help Soledad ensure that approved projects successfully transition from paper to reality in line with the City’s expectations.
Environmental and CEQA Compliance Documentation: 4LEAF’s Planning team includes dedicated environmental planning and California Environmental Quality Act (CEQA) experts who will ensure that Soledad’s projects and plans fully comply with CEQA and other environmental regulations. We understand that CEQA review is a critical component of both current and longrange planning decisions, and our approach is to integrate environmental considerations early and seamlessly into the planning process.
113
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 43 Section 5: Scope of Work May 30, 2025
For development project review, our contract planners will determine the appropriate level of CEQA analysis for each application. Many small projects may qualify for Categorical Exemptions – our staff is well acquainted with the CEQA Guidelines and will prepare robust exemption justifications when applicable (including using the Class 32 urban infill exemption if criteria are met, or other classes of exemptions for minor projects). When a project is not exempt, 4LEAF can prepare all necessary CEQA documents on the City’s behalf. We have extensive experience writing Initial Studies, Negative Declarations (ND), Mitigated Negative Declarations (MND), and Environmental Impact Reports (EIRs). Our Senior Planners are experienced in leading the preparation of these documents. We will perform thorough analysis of all environmental issue areas – from traffic, noise, and air quality to biological resources and cultural resources – utilizing technical studies as needed. If specialized technical studies are required (e.g., a traffic impact analysis or a habitat assessment), 4LEAF can coordinate with sub-consultant experts to obtain those, but we will manage the overall CEQA document to ensure it is comprehensive and legally defensible. Our familiarity with CEQA case law and guidelines means we know how to document the City’s decision-making carefully, with substantial evidence for each conclusion, minimizing the risk of challenge.
Throughout all environmental tasks, our focus is on delivering objective, high-quality analysis that stands up to public and agency scrutiny. We strive to write environmental documents in plain language so that decisionmakers and community members can clearly understand the potential impacts and proposed mitigations for a project. We also embrace a problem-solving mindset in environmental review: rather than viewing CEQA as a hurdle, we use it as a tool to improve projects. For instance, if a traffic study shows an impact, we will work with the applicant to develop feasible mitigation that not only satisfies CEQA but also benefits the community. By being solution-oriented environmental planners, 4LEAF helps ensure that necessary mitigation measures are both effective and acceptable to the City and the applicant. In sum, our environmental and CEQA expertise will enable Soledad to confidently approve projects and plans knowing that all environmental considerations have been properly addressed and documented.
Throughout all current planning tasks, 4LEAF is committed to timeliness, accuracy, and keeping projects on track. We know that delays in processing can be costly to both the City and applicants, so we prioritize meeting all processing timelines. Our proactive approach means we communicate frequently with applicants to avoid stagnation, for example, if an application is incomplete or if additional studies are required, we will promptly notify the applicant and even offer a consultation meeting to walk through the requirements. By being solutionoriented and applicant-friendly, we help maintain positive momentum. At the same time, the City can trust that our team will uphold ordinances and policies rigorously. We will not compromise on the quality of review: every project will be reviewed against all applicable standards (e.g., zoning, design guidelines, CEQA, building/site safety considerations) and we will document our analyses thoroughly. Our ultimate goal in current planning is twofold: support the City in delivering excellent public service and facilitate well-vetted project approvals that further Soledad’s development goals and comply with all legal requirements. With 4LEAF handling current planning, the City can be confident that everyday planning functions are executed efficiently and professionally, keeping homeowners, businesses, and developers satisfied with the process. 114
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 44 Section 5: Scope of Work May 30, 2025
Long-Range Planning Services
In addition to handling immediate development needs, 4LEAF can provide robust support for long-range planning and policy initiatives. We understand that Soledad’s on-call planning consultant must be capable of assisting with City-driven plans and programs that shape the community’s future. Our team has helped jurisdictions across California develop and implement General Plans, Specific Plans, Housing Elements, and zoning ordinances, and we bring that expertise to support Soledad’s ongoing planning goals.
The City of Soledad is actively advancing key planning efforts that shape its long-term development vision. 4LEAF is well-positioned to support these initiatives, including the Siempre Soledad 2045 General Plan Update, which is guiding policies on land use, housing, transportation, open space, safety, and environmental justice. We can provide technical and outreach support aligned with GPAC-led engagement, policy drafting, and programmatic CEQA documentation.
We are ready to assist with General Plan Amendments, Specific Plan updates, and Zoning Code changes to ensure consistency with state law and local objectives. This includes support for the City’s General Plan update, zoning refinements required for 6th Cycle Housing Element implementation, and emerging policy priorities related to sustainability, mobility, and transit-oriented development particularly in the Gateway and City Center areas.
4LEAF is particularly well-versed in California housing legislation and can help the City implement key Housing Element programs. Our planners can assist in updating zoning to reflect new housing site strategies, creating byright approval processes where required, or drafting ordinance updates for SB 9, ADUs, and SB 35 streamlining.
We can also assist with the City’s Annual Housing Element Progress Reports and internal guidance documents to support compliance and consistency. By staying ahead of legislative changes, we help ensure Soledad’s longrange planning framework remains current and actionable.
General Plans, Specific Plans, Community Plans, and Zoning Updates: Our planners have extensive experience developing and updating Specific Plans and similar long-range planning documents. Our team is prepared to support Soledad’s ongoing Zoning Code Update, which includes amendments to facilitate ADUs (in line with SB 229 and AB 494), by-right multifamily development, emergency shelter zoning, and updates to density bonus regulations. We can draft compliant ordinance language and provide outreach and implementation materials to ensure consistency with State mandates and Housing Element goals.
Additionally, we can support the City in updating its Zoning Ordinance and Municipal Code to enhance planning processes and development standards. The RFP specifically notes a need for zoning and land use analysis; 4LEAF will evaluate Soledad’s existing codes and identify sections that may benefit from clarification or modernization (for instance, updating definitions, streamlining the permit review process, or adjusting development standards to align with General Plan policies). We have recently updated zoning codes in other jurisdictions to address modern issues like mixed-use development, urban agriculture, electric vehicle infrastructure, and sustainability standards, and we can bring those insights to Soledad. Any minor ordinance amendments the City desires (for 115
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 45 Section 5: Scope of Work May 30, 2025
example, revising sign regulations, refining ADU standards, or adopting objective design standards for SB 35 compliance) can be prepared by our staff efficiently. We will ensure that code updates are internally consistent, legally compliant, and user-friendly, making the regulations easier for both staff and the public to understand and apply.
Policy Planning and Strategic Initiatives: Beyond formal plans and codes, 4LEAF is ready to support a variety of long-range planning initiatives the City may undertake. This could include creating community engagement strategies for planning projects, conducting special studies such as economic development studies, parking analyses, or neighborhood revitalization plans, and participating in regional planning efforts. If Soledad seeks to develop a Climate Action Plan or integrate sustainability and resilience measures into its planning framework, our team includes environmental planners who can help formulate those policies and programs. We also have experience in transportation planning at the city level, for example, updating circulation elements, coordinating with transit agencies, and planning for pedestrian/bike improvements that enhance mobility.
Additionally, 4LEAF’s staff can assist in drafting grant applications for long-range projects, ensuring the City’s planning proposals are competitive for funding (see more on grant support in Value-Added Services).
Throughout any long-range project, we place heavy emphasis on community involvement. Our approach is to engage stakeholders early and often: we can organize and facilitate community workshops, design charrettes, or town hall meetings to gather input on planning vision and priorities. We have team members fluent in Spanish and experienced in inclusive outreach, which can help involve a broader cross-section of Soledad’s community in long-range planning conversations. For example, we can facilitate bilingual community workshops and provide Spanish-language presentation materials to ensure that Spanish-speaking residents are fully included in shaping Soledad’s plans. By combining technical planning skill with meaningful public engagement, 4LEAF will help Soledad create and implement long-range plans that reflect community values and set the stage for a sustainable, prosperous future.
Furthermore, we understand that the City is updating its Parks and Recreation Master Plan and pursuing economic development strategies such as downtown revitalization and affordable housing production in partnership with Community Housing Improvement Systems and Planning Association (CHISPA). 4LEAF can contribute to these initiatives by supporting land use strategy alignment, CEQA review, and urban design evaluations for infill and mixed-use development. We can also help translate planning documents into grantready deliverables, positioning Soledad for implementation funding.
Historic Preservation and CEQA Historic Resource Review: The City of Soledad’s older residential neighborhoods, downtown core, and legacy agricultural infrastructure reflect a rich cultural narrative that warrants thoughtful planning and design consideration. As the City continues to implement its General Plan update and shape future downtown revitalization efforts, 4LEAF is prepared to provide preservation-focused planning support that balances community development goals with state and federal requirements. Our team includes architectural historians and planners with specialized training in cultural resource management.
We provide the following services:
116
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 46 Section 5: Scope of Work May 30, 2025
• Historic Status Evaluation: Conduct DPR 523 forms, field surveys, and archival research to determine historic significance and integrity, consistent with CEQA §15064.5 and National/California Register criteria.
• Design Review Using SOI Standards: Apply the Secretary of the Interior’s Standards for the Treatment of Historic Properties when evaluating proposed rehabilitations, additions, or adaptive reuse projects that may affect potentially eligible resources.
• Staff Reports & Conditions: Prepare concise staff reports, findings, and project conditions for downtown façade upgrades, infill projects, and retrofit work in areas with historic character, ensuring design compatibility and code compliance.
• Environmental Documentation: Draft CEQA technical studies for historic resources, including impact assessments, mitigation measures (e.g., interpretive signage, materials salvage), and provide construction-period monitoring when needed.
• Policy Guidance: Assist with the development or refinement of zoning tools and design standards that support historic character retention such as potential conservation districts or form-based code elements compatible with Soledad’s small-town scale and identity. • Mills Act Program Expertise: 4LEAF offers specialized expertise in Mills Act implementation, guiding historic property owners through the designation and application process. Our team coordinates with legal staff, prepares contracts, and presents applications to City Councils. We also provide informed guidance to prospective buyers on both the financial benefits and preservation responsibilities associated with Mills Act properties.
From analyzing eligibility of older structures in the city core to supporting CEQA compliance for infill and revitalization projects, 4LEAF offers practical, timely preservation guidance that reflects Soledad’s vision while facilitating efficient project processing.
Ongoing Professional Development and Compliance: Our team members have completed specialized training through the National Preservation Institute, including coursework in Section 106, GIS mapping, and Native American heritage. Additionally, we stay up‐to‐date with evolving preservation policies through annual CPF conferences and the Secretary of the Interior’s Standards Bootcamp. With expertise in historic preservation, regulatory compliance, and real-world project experience, 4LEAF is dedicated to helping the City of Soledad protect and celebrate its historic resources while supporting thoughtful development and the preservation of community character.
Peer Review or Preparation of Environmental Documents: For policy and long-range plans, we will likewise handle programmatic CEQA review. For example, if the City updates its General Plan or creates a Specific Plan, 4LEAF can prepare the Program EIR or Supplemental EIR needed. We are experienced in evaluating cumulative, growth-inducing, and other broad impacts that long-range plans entail. We also understand the importance of coordinating CEQA public review with the planning process timeline. Our team will publish all required notices (NOPs, NOIs, public hearing notices), manage public comment periods, and respond to comments in a thorough and timely manner. We will work closely with City staff and legal counsel to address any complex environmental issues (such as floodplain considerations along the Salinas River and surrounding agricultural areas, or historic resource evaluations in the older parts of Soledad). By having 4LEAF handle the environmental review, the City 117
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 47 Section 5: Scope of Work May 30, 2025
can be confident that no steps will be missed in the CEQA process – from initial study checklists to mitigation monitoring plans, we take care of all documentation.
Beyond CEQA, 4LEAF’s environmental planning services can cover other needs such as NEPA documentation (should any federally-funded project in Soledad trigger NEPA), grant-related environmental analysis (for example, if required by HUD or Caltrans for funding), and general sustainability planning. We can assist the City in integrating sustainability and climate resilience into development conditions and long-range plans. Our planners stay current on evolving environmental regulations and will incorporate those into our review process.
GIS Services: Modern planning depends on data integration and visualization. 4LEAF offers GIS mapping and data analysis as part of our on-call services, enabling Soledad to access accurate and actionable spatial information. Our planners include GIS-trained staff who can create detailed maps for project review, CEQA documents, and public outreach, including zoning, land use, environmental constraints, and housing site maps. In addition to static mapping, we support spatial analysis and data management, such as mapping permit trends, RHNA progress, or zoning scenarios. 4LEAF can help maintain the City’s GIS data layers and perform updates tied to General Plan and Zoning Code amendments. 4LEAF’s planners and GIS specialists are experienced in working with municipal permit tracking systems and can support the City’s use of SmartGov by preparing mapping products and spatial data that align with its workflows.
While direct GIS–SmartGov integration is managed through the City’s system administrator, our team ensures that all GIS deliverables are compatible with the City’s permitting processes and can be easily referenced or uploaded into SmartGov as needed. This includes zoning and land use maps, parcel-specific exhibits, and environmental constraint overlays to support staff reports, plan reviews, and public presentations. 4LEAF will ensure that all GIS products are formatted and aligned for integration with the City’s SmartGov permit tracking system, in coordination with City staff.
Budget Management and QA/QC
4LEAF is dedicated to delivering value to the City of Soledad through careful budget management and rigorous quality assurance/quality control (QA/QC) practices. We recognize that as a public agency, the City must manage taxpayer funds prudently, and our approach reflects a deep respect for budgetary constraints and the need for cost-effective service.
Efficient Use of Resources: From the outset of any task, we plan our work to maximize efficiency and minimize costs. This starts with assigning the right level of staff for each job. For example, a routine zoning verification might be handled by an associate-level planner rather than a senior planner, to keep billing rates low, while a complex General Plan amendment would involve senior or principal planner oversight to ensure it’s done correctly the first time. We will work with the City to prioritize tasks so that critical items are addressed promptly and no time is wasted on lower-priority activities. Our team members are trained to be budgetconscious, tracking their hours closely and focusing on productive output during every billable hour. 4LEAF has internal tools and templates which help streamline work and avoid “reinventing the wheel.” We will also coordinate with City staff to prevent any duplication of effort. If City employees are handling certain aspects of a project, we’ll complement their work rather than overlap. By maintaining this efficient workflow, 4LEAF ensures that the hours we invoice align with tangible deliverables and meaningful progress for the City. 118
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 48 Section 5: Scope of Work May 30, 2025
Transparency and Monitoring: As part of our budget management, 4LEAF provides full transparency in billing.
We can furnish the City with detailed timesheets or task logs with each invoice, showing exactly what work was done in each hour billed. Additionally, our Project Manager will keep an internal budget tracker for the contract and for individual large projects. We monitor how much of the budget is used per task and can report to the City regularly (monthly or upon request) on the burn rate and remaining funds. In addition, we can include in our reports a monthly summary of planning activities (such as the number of applications processed, plan checks completed, and permits issued) to give City management a clear snapshot of workload and performance. If we ever foresee that a particular task might require more hours than estimated, we will alert the City in advance and discuss options – there will be no surprises when it comes to hours expended or costs incurred. Our goal is to manage the on-call contract such that all tasks are completed within the agreed budget and to seek ways to save money where possible.
Quality Assurance / Quality Control: While controlling costs is important, 4LEAF never sacrifices quality. In fact, we believe good QA/QC ultimately saves money by avoiding re-work and errors. Our approach includes a built-in QA/QC process for all major work products. This means that whenever a 4LEAF planner prepares a document for Soledad, a second qualified team member will review it. This peer review checks for factual accuracy, consistency with City policies, clarity of writing, and completeness. For example, before we submit a staff report to the City, our senior staff will verify that all required findings are addressed, all referenced code sections are correct, and conditions of approval are enforceable and clearly written. We will correct any typos or formatting issues as well, presenting a polished document to City staff. Similarly, for CEQA documents, our environmental lead will QA the analysis to ensure it meets legal standards and adequately discusses all impacts. This extra layer of review is done at no additional cost to the City as it’s part of our internal workflow to maintain high standards.
Accountability and Adjustments: 4LEAF stands by the quality of our work. If the City ever identifies an issue or has feedback on a work product, we take it very seriously and will address it immediately. We consider feedback an opportunity to improve and tailor our services even more to the City’s preferences. Additionally, we will participate in any regular check-in meetings with City management to review performance, workload, and budget status. In those meetings, we welcome discussion of how things are going and will adjust our approach if needed. For instance, if the City feels too many hours are being spent in one area, we can strategize with staff on alternate approaches or additional training that might streamline that task. Our commitment is to continuous improvement, both in how we manage time and money and in the quality of the outcomes we deliver.
In summary, 4LEAF will treat the City’s budget as carefully as we do our own. By working efficiently, keeping the City informed, and maintaining top-notch quality control, we ensure that Soledad receives maximum value from our on-call services. Every plan review, permit, and policy document we handle will be done right the first time, saving the City time and expense in the long run. We are confident that our blend of fiscal discipline and highcaliber work will make 4LEAF a cost-effective choice for Soledad’s planning needs. 119
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 49 Section 5: Scope of Work May 30, 2025
Value-Added Services
Beyond the core services outlined in the RFP, 4LEAF offers several value-added services that can further benefit the City of Soledad. These are additional areas where our team can contribute to the City’s success, providing expertise and deliverables that go above and beyond the minimum requirements:
• Permitting Process Improvements: As we work alongside City staff, we will continuously look for opportunities to streamline and improve Soledad’s permitting and planning processes. Our team has helped other municipalities identify workflow bottlenecks and implement solutions (such as simplifying application forms, creating user-friendly checklists and FAQs for the public, and establishing internal review timelines for accountability). We would be happy to conduct a process review workshop with City staff to map out the current development review process and suggest enhancements. This might include introducing best practices we’ve seen elsewhere – for example, a standardized completeness review template, or a coordinated interdepartmental review meeting for complex projects. Small procedural tweaks can significantly reduce processing times and improve customer satisfaction. 4LEAF will not only execute the City’s existing processes efficiently but also serve as a consultant to recommend permanent improvements that leave the City’s department stronger even after our assignment.
• Minor Ordinance Updates & Policy Guidance: While major code updates would fall under long-range planning, 4LEAF can provide quick assistance with minor ordinance amendments or policy clarifications as value-added support. For instance, if City staff encounters recurring issues with a particular code section (say, an outdated parking standard or an unclear sign ordinance provision), our planners can draft revised language to fix the issue, drawing on examples from other cities. We stay up-to-date on new state laws and regulatory changes. If a new mandate comes into effect, we will alert the City and can draft template ordinance updates or policy memos to ensure the City remains in compliance.
Additionally, we can prepare internal guidance documents or cheat-sheets for staff on how to implement new laws or complex regulations. For example, we could create a quick reference guide on SB 9 lot split processing or an outline of steps to implement CEQA streamlining for infill projects. These tools make it easier for the City to adapt to change and maintain consistency in decision-making. Our ability to self-perform planning law analysis means Soledad gets expert advice without needing to hire outside counsel or consultants for every minor code question, a clear added value of having 4LEAF on board.
• Grant-Ready Deliverables and Grant Support: 4LEAF is keenly aware that many planning initiatives can be funded by state or regional grants (from SB2, REAP/LEAP housing planning grants to Active Transportation Program funds, Sustainable Communities grants, and more). We strive to produce grantready deliverables in our work. This means that any studies, plans, or data we prepare will be formatted and detailed in ways that can support grant applications. For example, if we help the City develop a downtown strategic plan or a bicycle/pedestrian improvement plan, we will ensure it includes the necessary elements that grant programs typically require. Then, when a grant opportunity arises, the City can leverage the work 4LEAF has done without starting from scratch. Moreover, our team can assist in identifying and pursuing grant opportunities. We can keep the City informed of upcoming grant programs related to planning such as new funding from the California Department of Housing and 120
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 50 Section 5: Scope of Work May 30, 2025
Community Development for implementation of Housing Elements, or Caltrans grants for transportation planning. If desired, we can even help write portions of grant applications, providing technical narratives and data to strengthen the City’s submissions. By doing so, 4LEAF helps Soledad potentially attract external funding to offset the costs of planning projects. • Training and Mentorship for City Staff: While not explicitly required, 4LEAF is happy to share knowledge and build capacity within the City. If Soledad has junior planning staff or interns, our seasoned planners can provide on-the-job mentorship, offering tips and lessons from their extensive careers. We can also conduct informal training sessions on topics of interest. For example, our staff can provide a lunchtime seminar on “The Basics of CEQA” for city staff from various departments, or a workshop on how to navigate new state housing laws. This knowledge transfer leaves a lasting impact, equipping the City’s team with enhanced skills. We see ourselves as partners and educators, not just consultants, and we take pride in helping bolster the capabilities of those we work with. • Community Engagement & Public Information: As a value-add, 4LEAF can help the City with community engagement beyond the standard requirements. We have team members experienced in running virtual engagement meetings, social media outreach, and developing informational brochures about planning topics (often providing bilingual English-Spanish materials to reach a wider audience). We can also support any citizen advisory committees or community task forces the City may establish related to planning, by providing staff support or facilitating meetings. Our aim is to help Soledad build strong community trust in the planning process through transparency and education.
In offering these value-added services, 4LEAF demonstrates that we are not just here to check the boxes of the scope of work. We are invested in Soledad’s overall success and are willing to go the extra mile to provide holistic support to the City’s planning function. Our broad experience in municipal planning enables us to contribute ideas and services that can improve efficiency, ensure compliance, secure funding, and enhance community relations – all of which yield long-term advantages for the City.
Conclusion
4LEAF is excited about the opportunity to serve the City of Soledad and confident in our ability to deliver exceptional on-call planning services. Our understanding of the City’s needs and our tailored approach emphasizing integration, responsiveness, and quality will enable us to hit the ground running. We will cover all aspects of current and long-range planning with professionalism and care, treating City goals as our own. With 4LEAF as your on-call planning partner, Soledad can expect a team that is knowledgeable, accessible, and wholeheartedly committed to facilitating great projects and sound planning policy. We look forward to helping Soledad achieve its vision by providing a steady, reliable extension of City staff and a team that “gets to yes” while upholding the highest standards of planning practice. 121
PROFESSIONAL BUILDING, PLANNING PLAN
REVIEW, AND BUILDING INSPECTION
SERVICES
SECTION 6
CITY OF SOLEDAD
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
COST PROPOSAL &
FEE SCHEDULE
122
Proposal to Provide Professional Building Planning Plan Review, and Building Inspection Services to the City of Soledad Page 51 Section 6: Cost Proposal and Fee Schedule May 30, 2024
SECTION 6: COST PROPOSAL AND FEE SCHEDULE
FY2025-2026 FEE SCHEDULE & BASIS OF CHARGES
FOR THE CITY OF SOLEDAD
All Rates are Subject to Basis of Charges
PLAN REVIEW COST STRUCTURE NOTES
Plan Review Percentage: 60%
(Inclusive of all disciplines except Fire and Civil which are bulled on an hourly basis)
Hourly Plan Review: $160 Structural Review
$140 Non-Structural Review
Fee includes:
Initial review and two (2) rechecks. Hourly
charges apply after three (3) or more rechecks.
Shipping, courier, and electronic service.
Building
Chief Building Official ................................................................................................................................. $170/hour Deputy Building Official..............................................................................................................................$145/hour Structural Plan Review Engineer ................................................................................................................$160/hour Non-Structural Plans Examiner ..................................................................................................................$140/hour Civil Engineer (Grading, Improvement Plans).............................................................................................$175/hour Certified Access Specialist (CASp) Inspector ..............................................................................................$155/hour Certified Access Specialist (CASp) Plans Examiner.....................................................................................$155/hour Stormwater Compliance Inspector............................................................................................................. $145/hour Senior Combination Building Inspector (Building Inspector III) ................................................................. $130/hour Commercial Building Inspector II ...............................................................................................................$115/hour Building Inspector I.....................................................................................................................................$100/hour Permitting Manager ...................................................................................................................................$100/hour Lead / Senior Permit Technician.................................................................................................................. $95/hour Permit Technician........................................................................................................................................ $85/hour Administrative Assistant.............................................................................................................................. $75/hour Inspector of Record ....................................................................................................................................$145/hour DSA Class 1 / HCAI A Inspector...................................................................................................................$170/hour DSA Class 2 / HCAI B Inspector...................................................................................................................$140/hour DSA Class 3 / HCAI C Inspector...................................................................................................................$100/hour elas Software ................................................................................................................................. $50/user monthly Fire Services
Fire Protection Engineer (FPE).................................................................................................................... $205/hour Fire Marshal................................................................................................................................................ $170/hour Fire Plans Examiner ....................................................................................................................................$155/hour Fire Inspector I............................................................................................................................................ $140/hour Fire Inspector II........................................................................................................................................... $155/hour 123
Proposal to Provide Professional Building Planning Plan Review, and Building Inspection Services to the City of Soledad Page 52 Section 6: Cost Proposal and Fee Schedule May 30, 2024
Planning
Housing Policy Director ..............................................................................................................................$210/hour Planning Director........................................................................................................................................$190/hour Principal/Planning Manager.......................................................................................................................$175/hour Historic Preservation Planner.....................................................................................................................$170/hour Environmental Planner...............................................................................................................................$170/hour Senior Planner ............................................................................................................................................$160/hour Associate Planner.......................................................................................................................................$140/hour Assistant Planner .......................................................................................................................................$115/hour Planning Technician....................................................................................................................................$100/hour GIS Specialist...............................................................................................................................................$140/hour Code Enforcement
Code Enforcement Director........................................................................................................................$175/hour Code Enforcement Manager ......................................................................................................................$155/hour Senior Code Enforcement Officer...............................................................................................................$110/hour Code Enforcement Officer II.......................................................................................................................$90/hour Code Enforcement Officer I........................................................................................................................$80/hour Hearing Officer ...........................................................................................................................................$145/hour Project Management
Project Manager......................................................................................................................................... $195/hour Principal-in-Charge .....................................................................................................................................$245/hour
BASIS OF CHARGES
Rates are inclusive of “tools of the trade” such as forms, telephones, and consumables. • All invoicing will be submitted monthly.
• Staff Augmentation work (excluding plan review) is subject to 4-hour minimum charges unless stated otherwise. Services billed in 4-hour increments.
• Most plan reviews will be done in 10 business days or less and 5 business days or less for re-checks. This is not inclusive of holidays or the day of the pick-up of plans. • Expedited reviews will be billed at 1.5x the plan review fee listed in the fee schedule. Return time will be within seven (7) days of receipt of the plans from the City. • Plan review of deferred submittals & revisions will be billed at the hourly rates listed. • All plan review services will be subject to a $300.00 minimum fee if percentage-based fee or 2-hour minimum charge if hourly rates apply.
• Larger complex plan reviews can be negotiated to achieve the best possible pricing. • All plan review services will be subject to 2-hour minimum fee. • All plan review services are billed on a percentage basis and include the initial review and 2 rechecks. - Plan reviews will be billed on an hourly basis only after the initial review and 2 rechecks unless otherwise agreed upon on a case-by-case basis.
- Fire and Civil Reviews are billed on an hourly basis and are not included in our plan review percentage.
124
Proposal to Provide Professional Building Planning Plan Review, and Building Inspection Services to the City of Soledad Page 53 Section 6: Cost Proposal and Fee Schedule May 30, 2024
• 4LEAF assumes that these rates reflect the FY2025-2026 contract period. There will be a 3% escalation for each subsequent Fiscal Year. (i.e. FY2026-2027, FY2027-2028, and so forth) • Overtime and Premium time will be charged as follows:
- Regular time (work begun after 5AM or before 4PM) 1 x hourly rate - Nighttime (work begun after 4PM or before 5AM) 1.125 x hourly rate - Overtime (over 8-hour M-F or Saturdays) 1.5 x hourly rate - Overtime (over 8 hours Sat or 1st 8-hour Sun) 2 x hourly rate - Overtime (over 8 hours Sun or Holidays) 3 x hourly rate • Overtime will only be billed with prior authorization of the Director or other designated City personnel. • All work with less than 8 hours rest between shifts will be charged the appropriate overtime rate. • Mileage driven during the course of Inspections will be charged at cost plus 20%. • Payment due on receipt. All payments over 30 days will be assessed a 1.5% interest charge. • Client shall pay attorneys’ fees, or other costs incurred in collecting delinquent amounts. • Client agrees that 4LEAF’s liability will be limited to the value of services provided. • In accordance with California’s Meal Break and Rest Break Law requirements, Client will be billed one (1) additional hour per day at the regular rate for each missed meal or rest break due to Client-directed tasks or requirements. Client should allow 4LEAF’s non-exempt, hourly employees the opportunity to take their entitled rest and meal breaks during each work shift.
125
PROFESSIONAL BUILDING, PLANNING PLAN
REVIEW, AND BUILDING INSPECTION
SERVICES
SECTION 7
CITY OF SOLEDAD
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
CONFLICT OF INTEREST
STATEMENT
126
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 54 Section 7: Conflict of Interest Statement May 30, 2025
SECTION 7: CONFLICT OF INTEREST STATEMENT
4LEAF affirms that we have no financial, business, or other variation of relationship that would have an impact upon the outcome for the corresponding contract.
127
PROFESSIONAL BUILDING, PLANNING PLAN
REVIEW, AND BUILDING INSPECTION
SERVICES
SECTION 8
CITY OF SOLEDAD
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
COMMENTS ON OR
REQUESTED CHANGES
TO CONTRACT
128
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 55 Section 8: Comments on or Requested Changes to Contract May 30, 2025 SECTION8:COMMENTS/REQUESTEDCHANGESTOCONTRACT
4LEAF does not have any comments or requested changes to the corresponding contract with the City of Soledad.
129
PROFESSIONAL BUILDING, PLANNING PLAN
REVIEW, AND BUILDING INSPECTION
SERVICES
SECTION 9
CITY OF SOLEDAD
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
REFERENCES
130
Proposal to Provide Professional Building, Planning Plan Review, and Building Inspection Services to the City of Soledad Page 56 Section 9: References May 30, 2025
SECTION 9: REFERENCES
Agency Name: County of Santa Cruz
Contact Name: Brian Rubin – Unified Permit Center Manager Contact Telephone: (831) 454-2381
Contact Email: [email protected]
Date of Service: 2017 - Present
Services: On-call Building Department Services including Plan Review and Inspection Services. Comprehensive Disaster Recovery Program related to the CZU Fire.
Agency Name: City of Hollister
Contact Name: Gabriel Martinez, CBO – Chief Building Official Contact Telephone: (831) 636-4355
Contact Email: [email protected]
Date of Service: 2012 – Present
Services: Planning, Building Official, Plan Review,
Permit Technician, Code Enforcement,
And Inspection Services
Agency Name: City of Pacific Grove
Contact Name: Matthew Mogensen – City Manager
Contact Telephone: (831) 648-3174
Contact Email: [email protected]
Date of Service: 2019 – Present
Services: Inspection, Plan Review, Permitting,
Planning, and Code Enforcement Services
Agency Name: City of Gonzalez
Contact Name: Patrick Dobbins – City Engineer / Public Works Director Contact Telephone: (831) 675-5000
Contact Email: [email protected]
Date of Service: 2023 – Present
Services: Plan Review, Building Inspection,
and Planning Services
131
PROFESSIONAL BUILDING, PLANNING PLAN
REVIEW, AND BUILDING INSPECTION
SERVICES
APPENDIX
CITY OF SOLEDAD
4LEAF, INC.
TO THE
PROPOSAL TO PROVIDE
RESUMES
132
Craig Tole
Vice President, Community Development
1 of 2
Experience Summary
Craig has overseen 4LEAF’s Development Services team for the past 20 years. Among Craig’s responsibilities include the day-to-day contact with many of 4LEAF’s clients in the Building & Fire Life Safety, Engineering, Construction Management, and Plan Check industries.
Craig has successfully managed a multitude of inspection projects ranging from $1 million to $6 Billion. Craig also manages numerous Building, Fire, and Code Enforcement clients and is responsible for recruiting, qualifying, and placing staff throughout the organization.
Select Project Experience
4LEAF, Inc. – Apple Campus 2 Project
Executive Project Manager
City of Cupertino, CA
Craig was responsible for consultant building department services to the City of Cupertino Building Department on behalf of 4LEAF. Services include on-site plan review engineering, permitting, plan review, and project inspection services. Craig is the Consultant Project Manager for the $8 Billion Apple Park.
Craig was responsible for hiring, placement, and supervision of a project team that will reach more than 20 personnel. This project construction spanned nearly 180 acres and approximately 4 million Sq. Ft. of construction. The campus will include a 2.8 Million Sq. Ft.
Main Building with subterranean parking, Corporate Fitness Center, Corporate Auditorium, two above grade Parking Structures, Central Utility Plant, and 600,000 Sq. Ft. of Research and Development Buildings.
4LEAF, Inc. – Encore Boston Harbor Project
Inspection Services Project Manager
City of Everett, MA
Craig was the Inspection Services Project Manager for the new $2.4 Billion Wynn Casino Development in Everett, Massachusetts. The project highlights include:
• Luxury Hotel (629 Rooms) • Food & Beverage Outlets
• Gaming Area • Convention & Meeting Space
• Retail Space, Gym/Spa • Parking Garage
Experience
20+ years
Education
Bachelor of Science, Economics, 2000
Sonoma State University
Industry Affiliations
International Code Council (ICC)
CALBO
CBOAC
APWA
133
2 of 2
Craig Tole
4LEAF, Inc. – County of San Mateo’s Project Development Unit (PDU) Executive Project Manager
Redwood City, CA
Craig is responsible for this $1.2 billion program consisting of up to 18 projects over the course of more than five years. 4LEAF is responsible for the combination building inspections, fire inspections, fire plan checks, and inspection reports related to all projects. 4LEAF is currently performing Plan Check and Inspector of Record services for multiple projects on behalf of the County of San Mateo’s Project Development Unit, including the new $150 Million County Office Building III, and the $128 Million Cordilleras Health Campus. 4LEAF, Inc. – Building Department Management / Inspection Services Project Manager
Pleasanton, CA
Craig is currently the Building Department and Code Enforcement Manager on behalf of 4LEAF. Craig is responsible for all staff augmentation assignments performed for clientele including building official, building inspection, permit technicians/counter services, code enforcement, etc. Craig is responsible for recruiting and placing all building department staff as well as the pick-up and delivery and assignment of plan reviews to appropriate engineers and certified staff. Craig manages including:
♦ City of Cupertino Building Department
♦ City of Palo Alto Building Department
♦ City of Saratoga Building Department
♦ City of Sunnyvale Building Department
♦ City of Seaside Building Department
♦ City of Hollister Building Department
♦ City of Dublin Building Department
♦ County of Santa Clara Building Department
♦ County of Santa Clara, Facilities & Fleet
♦ County of Monterey Building Department
♦ County of San Benito Building Department
♦ County of Alameda, Capital Projects
4LEAF, Inc. – Various Universities and Community College Districts Project Manager
Craig has managed multiple consultant agreements with the California State School System, University of California, and Community College Districts. These contracts include Construction Management and Inspector of Record services for both On-Call agreements and project specific assignments. Our University clientele includes:
• San Jose State University
• Cal Poly San Luis Obispo
• California State University, Dominguez Hills
• California State University, Stanislaus
• University of California, Merced
• University of California, Santa Barbara
• University of California, San Francisco
• University of California, Davis
• Stanford University School of Medicine
• Stanford University Facilities Department
134
Michael Loomis, SE, CBO, CASp, PMP
Executive Project Manager / Director of Engineering
1 of 3
Experience Summary
With more than 28 years of expertise in the industry, Michael has an excellent working knowledge of all types of construction, including architectural, structural, electrical, mechanical, and plumbing. Michael is extremely committed and has shown dedication by obtaining multiple certifications through the International Code Council (ICC), and is a Certified Access Specialist, (CASp).
Michael has experience managing and overseeing the continual operations of the Building Department and has served as the Building Official for the cities of Salinas, Gonzales, and the Town of Woodside.
Michael is an adaptable leader that quickly identifies departmental issues and solves them by utilizing his ample experience. He prides himself on his ability to solve problems and react well under pressure, while maintaining the effectiveness of his team.
Michael is a Registered Professional Structural Engineer in the states of California and Nevada and is a Registered Professional Civil Engineer in California, Texas, and Florida.
Select Professional Experience
4LEAF, Inc.
Director of Engineering
2024 – Present
Michael is 4LEAF’s Director of Structural Engineering for 4LEAF. Michael manages a large area of 4LEAF including the Silicon Valley and Monterey Areas and is responsible for the management of 4LEAF’s nationwide technical plan reviews. Michael also performs critical commercial reviews on behalf of 4LEAF. In addition, Michael leads the firm in Plan Review recruitment and training to help bolster 4LEAF’s team as well as additional contributions to the Building and Safety industry. Michael is a key contributor to our page-turn sessions for complex projects for Cities, Counties, Universities, and other Large Government agencies such as laboratories, when assigned.
Experience
28+ years
Education
MS, Structural Engineering, Santa Clara
University, 2022
BS, Civil Engineering, Santa Clara
University, 2022
Additional Coursework: Stanford University,
San Jose State University, De Anza
College, Foothill College, Skyline College,
Monterey Peninsula College, CalPoly
San Luis Obispo
Registrations
CA & NV Registered Structural Engineer
CA, TX & FL Registered Civil Engineer
NY Registered Professional Engineer
Certifications
ICC Certified Building Official
ICC California Building Plans Examiner
ICC CALGreen Plans Examiner
ICC Accessibility Inspector/Plans Examiner
ICC California Residential Building
Inspector
ICC California Commercial Building
Inspector
ICC Building Inspector
ICC Plumbing Inspector
ICC CA Residential Plumbing Inspector
ICC CA Commercial Plumbing Inspector
Certified Access Specialist, CASp
SAP Evaluator (CalOES)
Teaching and Accomplishments
“Accessibility in the Public Right-of-Way”
CASI Central, Volume #8, Summer 2019
Adjunct Lecturer (Earthquake Engineering,
Timber Design, Strength of Materials)
Santa Clara University, Department of Civil
Engineering 2008 - 2017
Instructor (various topics) CALBO & ICC
2010 - 2021
135
2 of 3
Michael Loomis, SE, CBO, CASp, PMP
ABS Consulting, Houston, Texas
Director of Engineering, Natural Hazards
2023
• Oversaw technical staff evaluating, monitoring, and mitigating risk from natural hazard events.
Staff included engineers, meteorologists, computer programmers and support staff. • Managed budget for approximately $3.5 million service line. Reduced operating expenses by approximately 10% in the first 12 months.
• Business development and marketing, including developing new service offerings through collaboration with other departments.
• Changed leadership during reorganization. Mentorship of emerging leaders. • Collaborated with other directors on resource allocation, development of fees and crosspromoting services. • Hired, trained, reassigned, and addressed redundancies among staff as needed based on team requirements and market conditions.
CSG Consultants, Inc., Foster City, California
Building Services Manager, Building Official, Senior Principal Structural Engineer 2008 – 2023
• Chief Building Official, City of Salinas, City of Gonzales, Town of Woodside. Designated building official as needed for multiple additional jurisdictions. • Assisted jurisdictions on interpreting and implementing laws and code changes. • Acted as owner’s representative and subject matter expert for design-build and design-bid-build projects at public agencies, performing code analysis and interpretation, value engineering, and technical peer review of complexes for multi-phase projects. • Oversaw building plan review services for the Northern California Region. The annual department revenue was approximately $6 million including processing almost 2,000 submittals per month. Managed a multidisciplinary team of over 25 staff with 6 direct reports located in 4 regional offices as well as remote workers.
• Set quality standards and ensured accuracy of code and legal interpretations company wide. • Interfaced with other internal departments regarding resource allocation, proposal writing, and marketing.
• Responded to RFPs and RFQs. Set project budgets and identified project team. Attended interviews for potential jobs.
• Program manager and project manager over dozens of contracts. Managed cross-disciplinary contracts. Ensured project delivery from each service line. Negotiated budgets and scheduled across services lines.
• Worked closely with public agencies to study and resolve complex code issues related to structural design, disabled access, egress, and other critical building systems. • Multi-discipline plan review for thousands of projects located throughout California. • Performed site inspections to verify compliance with approved design. Worked with the design team and contractors to develop solutions to field conditions.
GPLA, Inc, Santa Clara, California
Associate / Production Manager
2004 – 2008
• Coordinated workload throughout the organization to meet client expectations. • Managed a growing team of engineers and technical staff on a wide variety of projects in almost 136
3 of 3
Michael Loomis, SE, CBO, CASp, PMP
every region of the country.
• Hired and trained new staff, developed client relationships, issued proposals, and maintained budgets.
• Traveled throughout the county representing the company at project sites, client offices, and at public agencies.
• Worked with the federal government on designs incorporating anti-terrorism and progressive collapse requirements.
• Performed structural design and drafting.
Peoples Associates Structural Engineers, Milpitas, California Project Engineer
1997 – 2004
• Responsible for the design of hundreds of projects in Northern California. • Specialized in multi-family light-frame construction, seismic retrofit/rehabilitation, and industrial projects.
• Developed project budgets and schedules. Issued proposals. • Worked with AHJ, architects, and contractors to drive project success. • Managed assistant engineers and drafters.
• Addressed field issues and change orders from active construction sites. 137
John Kuehl, CBO
Project Manager / Building Official
1 of 1
Experience Summary
John is a seasoned Building Official and licensed Inspector with more than 36 years of inspection and construction experience. With 21+ years as the Chief Building Official at the City of Monterey, John is an integral part of our team and has the industry know-how to provide quality deliverables to our clients. Both in and out of the field, John’s expertise helps guide his team to complete jobs on time and with top-notch results.
Additionally, John is a skilled plans examiner and has mentored numerous industry personnel in the Building Department Services arena.
John is one of 4LEAF’s Area Managers in the Monterey Coast where he provides Project Management and Building Official Services for two municipalities (Sand City & Pacific Grove). These complex projects require an industry expert with many years of field and management experience.
Select Professional Experience
4LEAF, Inc. – Sand City & Pacific Grove, CA
Building Official
2019 – Present
John is currently the Acting Building Official for both the City of Sand City and the City of Pacific Grove.
John is responsible for the management of all Department personnel and advises City Management on Building processes. John is also managing two high level projects on behalf of 4LEAF, which include performing Civil and Building scopes for the Pacific Grove Hotel and American Tin Cannery Projects in Pacific Grove, which will convert a waterfront retail space into a hotel development, and the South of Tioga projects in Sand City that will develop two hotels totaling $55 Million.
City of Monterey, CA
Building Technician / Senior Inspector / Building Official 1998 – 2019
John served the City of Monterey for over two decades before retiring as Building Official and Senior Inspector. His responsibilities for the City included inspecting industrial, commercial, and public works projects that required City Building Permits. John also managed the entire Building Division and Inspectors, Plans Examiners, and Counter staff. John was also instrumental in achieving success with Plan Review projects, budgets, and relationships with other City departments including Planning, Fire, and Public Works. John was responsible for many of the high-profile projects in the City including construction along wharf/pier.
Experience
36+ years
Certifications
ICC Building Code Specialist
ICC Certified Building Official
ICC Building Plans Examiner
ICC Building Inspector
ICC Mechanical Inspector UMC
ICC Plumbing Inspector UPC
Contractor License #455709
Associations
International Code Council (ICC)
ICC Monterey Bay Chapter
Past President 2017
138
Pedro “Pete” Roque
National Director of Code Enforcement
1 of 2
Experience Summary
Pete is a Code Enforcement expert with PC 832 and Advanced Certificates. He brings with him over 20 years of experience in Code Enforcement and has served in the capacities of Code Enforcement Administrator, Code Enforcement Manager, and Community
Development Inspector II for multiple California public agencies.
With a demonstrated history of working in the government administration industry, Pete is skilled in Government, Emergency Management, and Law Enforcement. He is a strong Business Development professional with a Bachelor of Science focused in Business Administration. Pete is proficient in conflict resolution and has a wealth of knowledge in the subjects of permit regulations, City codes, housing investigations, citation issuance, and lien appeals. Pete is also skilled in working with others to achieve compliance while maintaining a safe working environment.
Select Professional Experience
4LEAF, Inc.
National Director of Code Enforcement
2021 – Present
Pete is the Director of Code Enforcement where he is responsible for a growing division of more than 30 Code Enforcement Officers and Managers. Pete is experienced in receiving and documenting complaints from citizens regarding jurisdictional ordinance violations. Pete regularly recruits and trains new Code Compliance personnel and provides classroom and field training throughout California. Pete also works in a director level capacity assisting with Standard Operating Procedures updates to focus on recommendations on abatement for violations of fire, building, business license, zoning, housing, dangerous building and property maintenance codes, and ordinances regulating abandoned vehicles, trash, and weeds. In addition, Pete also takes on complicated Code Cases for legal action and can provide testimony at administrative hearings, City Council, Planning Commission hearings, and court proceedings. Some of Pete’s current Code Enforcement clients include:
City of Fontana, CA
City of Glendale, CA
City of Artesia, CA
City of Lomita, CA
City of Lathrop, CA
City of Apache Junction, AZ
Experience
20+ years
Education
B.S., Management & Human Resources
Minor in Organizational Leadership
California State University Dominguez
A.A., General Education
Long Beach City College
Certifications
EPA Lead Renovation, Repair, & Painting
Environmental Protection Agency (EPA)
National Storm Water Inspector
National Stormwater Center
Certified Code Enforcement Officer
CA Association of Code Enforcement
PC 832
Rio Hondo College
Renovation, Repair, Painting (RRP)
Certified
139
2 of 2
Pedro “Pete” Roque
City of Garden Grove
Code Enforcement Administrator
2018 – 2021
• Supervised Senior and Junior Code Compliance Personnel as well as Administrative Staff. • Prepared staff evaluations and performance measures.
• Acted in the capacity of Grant Coordinator of Proposition 56 Tobacco Grant Program. • Prepared criminal prosecutions and receivership.
• Created and implemented divisional policies and procedures. • Public Speaking and Training Facilitator for Building, Safety, and Law Enforcement personnel. • Performed community outreach to multiple agencies and community groups. • Prepared and presented City Council and other commission hearings/presentations. • Oversaw cost recovery and neighborhood preservation programs.
City of Montebello
Code Enforcement Manager
2014 – 2018
• Supervised Senior and Junior Code Compliance Personnel. • Formulated and implemented municipal code text amendments and ordinances. • Evaluated staff performance and created professional development plans. • Prepared and presented staff reports for City Administrator and City Council. • Prepared criminal prosecutions for nuisance properties. • Prepare outstanding problem properties for receivership process. • Created and implemented departmental policies and procedures. • Provided public speaking and training to Community Development Department. • Spearheaded community outreach programs for seniors, community events, and schools. • Prepared City Council and various commissions hearings and presentations. • Created and implemented Cost Recovery and Neighborhood Preservation Programs. • Program Coordinator and Administrator for the Community Development Block Grant (CDBG).
City of Bellflower
Community Development Inspector II / Lead Code Enforcement Inspector 2005 – 2014
• Created and Implemented Cost Recovery and Neighborhood Preservation Programs. • Program Coordinator and Administrator for the Community Development Block Grant (CDBG). • Created and administered Administrative Citation Program.
United States NAVY
Gas Turbine Systems Engineer - Petty Officer Third Class 1996 – 1999
• Contributed to the repair and maintenance of gas turbine electrical systems. • Supervised 15 Officers
140
1 of 3
Daniel J. Hortert, MCP, AICP
Director of Planning
Experience
30+ years
Core Competencies
Technical Plan and Compliance Review
Project Management
Policy Development and Administration
Technical Writing and Presentations
Education
University of Cincinnati (1996-1998),
Master of Community Planning
(MCP)
University of Southern California
(1993- 1996), BS Planning and
Development (BS PLDV)
Grossmont Community College (1991-
1993), AA General
Studies/Architecture
Certificates & Achievements
American Institute of Certified Planners
#016957 (7/2001)
International Code Council certifications
(7) for residential and commercial
construction
Experience Summary
Daniel has over 30 years of Planning and Development services experience including over 20 as a public servant for municipalities with populations ranging from 3,500 to over 3.5 million. Daniel’s experience covers a range of municipal functions including Planning Director, Senior Planner, Planning Manager/Principal Planner, and Community Development Department Director for public and private sector agencies. He is experienced in land development, construction, community engagement/education, project management, project budget control and oversight, residential, commercial, and industrial site planning and compliance review, and entitlements from single-lots to large complex master planned communities.
Daniel has extensive experience administering and managing regulatory document preparation including creating and updating land development ordinances, comprehensive and general plans, traditional and form-based coding, development agreement negotiations, and residential and commercial design guidelines. His recent planning assignments on behalf of 4LEAF include the cities of Sausalito, Larkspur, Pinole, Greenfield, Hermosa Beach, Imperial Beach, and Jackson County, OR.
Plan2040 Comprehensive Plan
Doña Ana County, NM
CNU27 Charter Award Winner
Professional Affiliations
American Institute of Certified
Planners (2001-Present)
American Planning Association
(1993-Present)
California Chapter (Current Chapter
International Economic Development
Council (2012-Present)
International City/County
Management Association # 749050
Select Professional Experience
4LEAF, Inc. - City of Larkspur, Town of Fairfax & City of Sausalito Project Manager / Director of Planning
Daniel oversaw the Community Development Departments for the cities of Larkspur and Sausalito, and the Town of Fairfax, which included managing the Planning, Building, and Code Enforcement scopes.
Additional responsibilities included providing information to the public regarding zoning regulations and permit procedures, active project proposals, and permit and property records.
4LEAF, Inc. - City of Greenfield, CA
Principal Planner
Daniel was responsible for coordinating the development of the Community Development Policy & Procedure Guidelines for the department. Additional work included cannabis policy, development and cannabis deposit accounts, and development process flowcharts. 141
Daniel J. Hortert, MCP, AICP
2 of 3
4LEAF, Inc. - City of Pleasant Hill, CA
Contract Project Planner
• Acted as project manager for five development applications. • Client liaison to commissions, boards, and council.
• Performed design and compliance review with City standards. • Tentative Maps.
• Master Sign Programs.
• General and Specific Plan Development/Amendments.
• Researched and assisted with grant funding application (SB 2). 4LEAF, Inc. - City of Pinole, CA
Contract Planning Manager
• Supervised Planning, Building, Code Enforcement, and Permitstaff. • Administered General Plan/Specific Plans, Zoning/Subdivision Ordinances, Design Guidelines, and CEQA Compliance.
• Advised at various councils, boards, commissions, and elected officials on planning-related issues • Served as liaison and performed functions in support of the Planning Commission including project review, staff reports, recommendations, resolutions, and conditions of approval. • Provided customerservice to the public, internal and external departments, and agencies. • Provided environmentalreviewsfor development projects.
Doña Ana County, NM
Economic Development Manager/Director/Senior Planner
8/2011 - 1/2019
• Oversaw County Economic Development functions.
• Promoted, expanded, and retained business operations county-wide. • Processed and administered Local Economic Development Act (LEDA) applications/contracts. • Worked with area agenciesto bring economic prosperity to each region. • Directed Community Development Department consisting of 40+ employees including Current and Advance Planning, Building Services, Geographic Information/Mapping, Grants and Administration, and Animal Control/Code Enforcement Divisions. • Fostered and encouraged team atmosphere amongst Community Development divisions as well as other county departments and external agencies/organizations. • Developed department and County policiesrelated to the efficiency of daily operations.
RBF Consulting - Phoenix and San Diego Offices
Senior Planner/Associate/Project Manager
6/2005 - 9/2010
• Successfullymanaged a variety of commercial and residential development projectapplications. • Routinely interacted with City/County staff on submittal of complex planning projects. • Coordinated various internal/external disciplines to ensure complete submittal packages. • Managed complex planning studies, development applications, and reviewed proposals. 142
Daniel J. Hortert, MCP, AICP
3 of 3
• Reviewed and processed complex general, master, and comprehensive plan amendments, rezoning requests, annexations, site plans, minor and major subdivision plats, CEQA compliance (CA only) including assisting with EIRs, Initial Studies, and Categorical Exemptions, and a Coastal Permit in Del Mar, San Diego County.
• Developed project budgets, verified contract expenditures and compliance. • Conducted research and prepared reports on land use, physical, social, and economic issues. • Provided professional planning assistance to member communities on varied land use projects. • Performed field inspections.
Town of Chino Valley, AZ
Planning Manager/Director
3/2003 - 6/2005
• Oversaw Development Services Department including recruitment and staff evaluation. • Developed organization-wide and department-wide goals, objectives, policies, andprocedures. • Reviewed and approvedministerial/minor application submittals(lot-splits, R-O-W dedications). • Prepared division/department operations budget including revenues, expenditures, and staffing. • Ensured that Town Boards and Commissions were fully informed on application submittals. • Lead Planner during General Plan and Unified Development Ordinance rewrites. • Lead author of the Town’s Property Maintenance Code.
• Reviewed and approved all departmental reports and presentations to ensure that local state and federal regulations were complied with.
• Prepared grant applications for AZ Growing Smarter funding, procured two grants ($10,000/$2,500 for the 2003 General Plan Amendment).
Cranberry Township, PA
Planner/Code Enforcement Officer
1/2000 - 3/2003
• Managed multiple residential and commercial development project applications including building plan review, site plan review, approval of building plans, all aspects of residential and commercial site and structural inspections.
• Facilitated developer negotiations and drafted agreements for large development projects. • Performed code enforcement duties for compliance with Township regulations including inspection, citation, and fines/court.
• Prepared written and oral reportsfor Township Boards and Commissions.
Butler Township, PA
Planner/RegulationsInspector
8/1998 - 1/2000
• Managed residential and commercial development project applications (Zoning and Subdivisions). • Performed code enforcement duties.
• Performed residential and commercial building plan reviews. 143
Jane Riley, AICP
Director of Advance Planning & Housing
1 of 2
1 of 2
Experience Summary
Jane is an experienced planning professional with a proven history of moving forward successful planning and policy initiatives. She has worked as a professional planner for more than 30 years and cares deeply about the communities that she serves. Her decades of experience include both current (project review) planning and comprehensive planning.
Jane has a wealth of experience leading the preparation, adoption, and certification efforts for a variety of comprehensive planning documents, including General Plans and Housing Elements. As the lead staff for the Napa-Sonoma Collaborative, she has led multiple subregional initiatives and is a respected collaborator for the 16 member jurisdictions. Jane has managed efforts to adopt inclusionary and workforce housing programs, created a variety of zoning programs to implement housing and land use policies, and directed progressive and award-winning housing programs.
Professional Experience
4LEAF, Inc.
Director of Advance Planning & Housing
2020 - Present
Jane leads a team of highly skilled planners in all our long-range planning efforts. She undertakes advanced, highly complex professional planning activities and oversees difficult and sensitive planning projects. In addition to policy creation and analysis, she ensures compliance with statutes, oversees our specialized planning functions, and provides overall management on planning issues. Jane leads our General Plan, Area Plan and Specific Plan projects, and recently led the Housing Element updates for 7 cities and two counties with a 100% HCD certification record.
County of Sonoma
Planning Division Manager 2017 – 2021 Supervising Planner 2015 – 2017 Planner III 2003 – 2015 As lead in the County’s Comprehensive Planning Division, Jane performed a variety of complex planning and development work on behalf of the Department, the Planning Commission, the Board of Supervisors, developers, contractors, and the public. Her responsibilities included oversight of planning staff in the County’s General Plan Update, performing long-range and special planning projects, managing planning policy initiatives, preparing reports and budgets, and presenting to boards and commissions. She authored and implemented many of Sonoma County’s innovative programs to remove regulatory barriers and to incentivize housing production, including the award-winning Rental Housing Opportunity Area Program.
Experience
30+ years
Education
MA, Housing & Community Development
(Interdisciplinary Studies)
BA, Environmental Studies & Planning
Management Certificate
University of the Pacific
Certifications
AICP
Awards
Northern Section APA CA – Best Practices
Housing Connect Tool (with Rincon)
APA California Chapter Opportunity &
Empowerment Award of Merit, 2019
California State Association of Counties
Challenge Award, 2017
California Planning Director’s Association
Recognition Award, 2016
144
2 of 2
Jane Riley, AICP
In her first role with the County, Jane focused on advancing land use and regional housing policy initiatives, implementing the County’s 3rd cycle Housing Element and various State housing laws through a series of zoning code updates. She also managed the County’s housing programs, administered State and Federal grants, implemented state-mandated housing requirements, processed housing development projects, led public workshops, prepared housing element updates for the 4th and 5th cycles, oversaw and directed consultants, and managed a full slate of housing programs.
City of Sebastopol
Associate Planner
1994 - 2002
In her 8+ years with the City, Jane’s main responsibilities as an Associate Planner included:
• Developing studies and reports to support new and updated plans, programs, and regulations • Reviewing and assisting in the review of moderately difficult development proposals and site plans for conformance with codes, plans, and regulations • Preparing and presenting detailed reports on development proposals to government bodies • Collecting a variety of statistical data and preparing reports and maps on topics such as census information, land use, tax base data, and occupancy rates • Evaluating or assisted in the evaluation of re-zonings, ordinance and General Plan amendments, site plans, special use permits, variances, and other proposals • Acting as liaison between community groups, government agencies, developers, and elected officials in developing neighborhood plans
• Making presentations to boards, commission, and interest groups City of Healdsburg
Assistant Planner
1990 – 1994
Jane began her professional planning career in the City of Healdsburg, where she worked the front counter providing zoning and property development information to the public; processed development applications including variances, use permits, design review and subdivisions; and made presentations to the Planning Commission. She returned to college to earn her Master’s degree while working for the City. 145
Michael Renner, CBO
Director of Disaster Recovery Services
1 of 3
Experience Summary
Mr. Renner is a highly experienced development professional, with extensive administration and management experience. He has successfully guided development department staff in inspection and plan review through all phases of complex and capital-intensive projects. He is experienced utilizing development department permitting software and directing all department responsibilities, including plan review, multi-discipline inspections, office and field supervision, regulatory compliance, code interpretation, and project acceptance. Michael is a result-oriented leader and is regarded as a mentor to many junior staff members. With his customer-first attitude and approach, he makes a difference to those he works with through his skills in complaint resolution, problem solving and team building.
Michael’s management approach focuses on mentoring his staff and improving department processes to ensure services are delivered with a high level of customer service. He is committed to serving the needs of our clients through strong leadership and an effective collaborative approach. Michael has knowledge of building and fire codes for local, state and federal ordinances and health regulations.
Michael has managed several billion-dollar post-disaster recovery efforts resulting from devastation wildfires including:
• County of Maui Permit Recovery Center: $6 Billion
• Sonoma County Resiliency Permit Center: $5 Billion
• Town of Paradise, Paradise Fire Recovery: $9.5 Billion Select Professional Experience
County of Maui, HI – Permit Recovery Center (PRC) | 2024 - Present Director
The 2023 Maui Wildfires were a series of destructive fires that swept throughout Maui, HI, in August 2023. The fires inflicted severe damage, particularly in the historic town of Lāhainā on Maui's western peninsula, destroying a significant portion of the town and resulting in the damage or destruction of over 3,000 structures.
The Permit Recovery Center (PRC) is an on-site disaster recovery center exclusively dedicated to providing a vital resource for those who are looking to rebuild in fire-affected areas in Lahaina and Kula as they navigate the permitting process offering a full range of development services to residents, contractors, and developers in the County of Maui.
Experience
20+ years
Education
Building Inspection Technology
Program Butte College, California
Certifications
ICC Certified Building Official
ICC Residential Building Inspector
ICC Residential Mechanical Inspector
ICC Residential Combination Inspector
ICC Commercial Building Inspector
ICC Residential Plans Examiner
ICC Residential Plumbing Inspector
ICC Building Plans Examiner
ICC Residential Electrical Inspector
ICC Building Inspector
ICC Building Code Specialist
State of California Post Disaster Safety
Assessment Evaluator
Professional Affiliations
CA Building Officials Assoc. of CA.
International Code Council, ICC
Sacramento Valley Assoc of Building
Officials
Green Building Council Assoc.
Served on Board for ICC East Bay
Chapter.
146
2 of 3
Michael Renner, CBO
County of Sonoma, CA – Resiliency Permit Center (RPC) | 2019 – 2023 Executive Project Manager
The 2017 Complex Fires resulted in the destruction of 3,000+ residential structures in unincorporated Sonoma County. The Resiliency Permit Center is an on-site disaster recovery center exclusively dedicated to the residential reconstruction permitting needs and offers a full range of development services to residents, contractors, and developers in Sonoma County. Michael served as the Executive Project Manager and oversaw the RPC from staff recruitment, community outreach, the implementation of permitting procedures, plan review management, and building inspections, all while maintaining a cohesive partnership between the County of Sonoma and the 4LEAF, Inc.
In the Spring of 2019, the County of Sonoma suffered extensive flooding due the rising waters of the Russian River. Michael was able to immediately dispatch 20 inspectors to inspect/assess the damages caused to properties because of the flood. This saved the County a significant amount of time and money by privatizing the work which was completed over a three-day period.
Town of Paradise - Fire Recovery | 2019 – 2022
Executive Project Manager
Michael was the Executive Project Manager responsible for the management of the Community Development Services to the Town of Paradise. This four-year contract was put into place and 4LEAF was to provide permitting, plan review, building inspections, public works inspections, planning, code enforcement, debris removal management, and public outreach for the $9.5 Billion rebuild set to take place over the next 10 years. 4LEAF assisted the Town with a post disaster recovery-centered office that offers permit intake and processing, record support, plan review, and inspections services for the peak rebuild during the next several years. This office offers the full range of planning and building assistance to residents, contractors, and developers. In addition, 4LEAF provided outreach specialists to help provide education and outreach to the community on processes and progress of rebuilding. 4LEAF and its staff utilized the Accela software for permitting and building.
Calaveras County, CA – Butte Fire Recovery | 2016 – 2017 Interim Building Official
Michael acted as the Interim Building Official during the Butte Fire Recovery process. The Butte Fire burned over 70,000 acres and destroyed over 1,000 structures throughout the County. Michael oversaw the expedited redevelopment of the County.
West Coast Code Consultants, Inc., San Ramon, CA | 2016 – 2019 Regional Manager
Michael oversaw the North Bay, Sacramento, and Central California Region providing Project Management and Building Official services. He wasresponsible for the oversight, coordination and quality control of the various service lines to WC3’s regional clients. Michael has recently served as the project manager for the Sonoma County Resiliency Permit Center, interim Building Official for the County of Calaveras, the County of Napa, the City of Parlier, and the City of Livingston. 147
3 of 3
Michael Renner, CBO
Interwest Consulting Group, Stockton, CA | 2012 -2016
Building Official
Michael provided review services for residential and non-residential construction project plans for compliance with California Building, Plumbing, Mechanical, Electrical Codes, Energy Standards and California Accessibility Standards, state and local building codes, policies, amendments, and ordinances.
He provided as-needed in-house plan review services for the County of Napa and the Town of Atherton.
Self-Employed, Modesto, CA | 2009- 2012
Consultant
Michael worked with various contractors in Northern California reviewing and inspecting construction projects for compliance with all State, Federal, and local policies and regulations. 148
Vanessa Morales
Plan Review Coordinator Manager
1 of 2
Experience Summary
Vanessa is a highly organized Plan Review Coordinator Manager with years of experience in management, recordkeeping, and data auditing. Her background in customer service prepared her to effectively serve the public’s needs at the Building Department counter, and her excellent interpersonalskills heighten her capacity to build rapport with clients. Vanessa is proficient in the analysis and interpretation of data, which contributes to her ability to explain rules and regulations to permit applicants clearly and concisely. Vanessa has a remarkable drive to excel, and she routinely offers motivation and support to colleagues who need extra encouragement.
Select Professional Experience
4LEAF Inc.
Plan Review Coordinator Manager
2021 – Present
Vanessa is a dedicated team member who demonstrates natural leadership qualities in her position as Permitting Manager. She helps operate and maintain Building Departments by assisting customers, reviewing applications and plan submittals, collaborating with other departments and agencies, handling fees, and scheduling inspections. Her responsibilities as Permitting Manager includes:
• Issuing and tracking permits throughout the course of the permitting process. • Managing incoming and outgoing calls and obtaining appropriate permits for construction a variety of construction projects.
• Assisting applicants throughout the permit application process by answering questions, addressing concerns, and providing guidance.
• Coordinating and scheduling appointments for project inspections. • Filing blueprints, permits, drawings, and other physical documents in addition to managing, retrieving, organizing, recording, and preserving data electronically. • Collaborating with designers to develop handouts and other informational material for clients. • Examining plans, blueprints, and other documents to verify accuracy and completeness according to the build code and assisting building inspectors.
• Serving as a liaison between the public and community development. • Creating permit files and distributing applications for review, updating, and maintaining permitting records, tracking, and reporting on permit activity, and determining and collecting permit fees.
Experience
9+ Years
Skills
Data Entry
Quickbooks
Microsoft Office
Inventory Management
Education
AA Business Administration
Las Positas College
149
2 of 2
Vanessa Morales
The North Face - CA
Stock Supervisor
2019 - 2021
• Achieved store sales goals by ensuring associates delivered brand standards, exceptional customer service, and utilized their selling model.
• Provided administrative support and participated in business operations. • Collaborated with the management team to compose forecasts of sales goals and subsequent courses of action.
• Assessed payroll and made necessary budgeting adjustments.
The North Face - CA
Sales Supervisor
2017 - 2019
• Contributed to the achievement of target shrink percentage. • Audited business operations according to company standards and devised methods to improve company productivity.
• Implemented training and accountability tools to better support brand standards. • Followed process protocols, investigated in-transit units to verify receipt and tracked and reported missing units.
V & D Jewelry - CA
Bookkeeper
2016 - 2018
• Recorded transactions and transferred translated data into Quickbooks. • Provided financial statements upon request and/or regularly scheduled posts. • Tracked fixed and current expenses and maintained daily records. • Restructured inventory processes, subsequently improving overall business performance. • Monitored inventory levels and ensured that the needs of the business were satisfied. 150
Augie Cerdan, FPE
Fire Services Manager / Fire Protection Engineer
1 of 2
Experience Summary
Augie has over 34 years of experience as a Fire Protection Engineer and has a successful history of holding management level positions. He is extremely knowledgeable about the Fire Prevention industry and also has experience providing building department services, as he played a crucial role in providing permit processing services in a few of his previous roles. Augie specializes in performing fire-related engineering reviews to ensure compliance with safety ordinances and codes of practice. The knowledge that he’s accumulated through his decades of experience in tandem with his hard-working mentality and ability to work others makes Augie a true asset to any team he works with.
Select Project Experience
4LEAF, Inc.
Fire Services Manager / Fire Protection Engineer
2024 - Present
On behalf of 4LEAF for multiple municipalities needs, Augie performs professional engineering reviews for fire protection plans and systems, equivalency proposals, permit applications, subdivision maps, etc., to ensure compliance with applicable codes, ordinances, and standards. He also reviews site permits, architectural, mechanical, electrical, and plumbing plans and specifications for code compliance; ensures that fire code provisions are included where hazardous processes and/or dangerous chemicals or radioactive materials are involved; and reviews codes, ordinances, and fire protection standards.
Interwest Consulting Group
Fire Protection Engineer / Fire Protection Manager
2018 – 2024
• Examined and noted deficiencies of plans, calculations, and specifications associated with the review of site and building plans, fire suppression alarm systems, industrial processes, hazardous materials, and specifications for new building and building modifications to ensure compliance with Federal, State, and local fire and life safety ordinances, laws, and codes. • Made recommendations and provided technical advice to clients, staff, developers, architects, and engineers related to codes, ordinances, and standards. • Managed the Interwest Fire Division.
Experience
34+ years
Education
B.S., Mechanical Engineering, University of
California, Davis
Licenses
CA Fire Protection Engineer, #1579
151
2 of 2
Augie Cerdan, FPE
City of Folsom
Fire Protection Engineer
1999 – 2018
• Conducted functional tests and field inspections of construction sites; suppression, detection, and alarm systems; means of egress; fire barriers and smoke management systems. • Played a vital role in providing construction permitting services as the Fire Department’s representative for community development that resulted in a one-stop permit counter at City Hall.
• Spearheaded the over-the-counter plan checking and permitting services for the City’s building permit and fire protection system applications at the public counter of the Community Development Department.
City of Sunnyvale, Department of Public Safety
Fire Protection Engineer
1990 – 1999
152
Regina De La Cruz
Administrative Support / Lead Process Mapping Analyst
1 of 1
Experience Summary
Regina is a seasoned professional with over 21 years of experience in a multitude of disciplines such as administration, process mapping, contract management, planning, building, engineering, code compliance, and development. She has the knowledge to analyze and document the workflows involved in the permitting, planning, and other building departmental operations and create a streamlined process to enhance the planning and building department functions. Regina works well with diverse stakeholders to accomplish objectives, drive productivity, and improve efficiency within the departments.
Select Professional Experience
4LEAF, Inc.
Administrative Support & Lead Process Mapping Analyst
2023 – Present
Regina serves as Lead Process Mapping Analyst & Administrative Support for 4LEAF, and her responsibilities involve coordinating and managing projects from conception to completion and creating more improved processes for departments. Organizes resources, manages timelines, and ensures project objectives are met within budget and scope. Facilitates communication between project stakeholders, including clients, and team members, to ensure alignment and progress. Regina excels in communication, team collaboration, and problem-solving to drive project success.
County of Sonoma
Deputy Director, Administration
2012 – 2023
• Managed a $67 million budget in the coordination of planning, building, engineering, well and septic, and code compliance services.
• Handled important records and subpoenas, ensuring that they stayed secure. • Acted as a liaison with legal counsel to review contracts, local fee ordinance, county codes, and address any issues relating to the law.
• Collaborated with other positions of leadership to identify and implement processes requiring improvement to facilitate growth and success.
• Managed Department Information systems, and Geographic Information Systems • Managed Human Resources and Risk Management
Experience
21+ years
Certifications
ICC Permit Technician
Education
A.S. Human Resources and
Management, Santa Rosa Junior
College
A.S. Public Administration, Santa Rosa
Junior College (In Progress)
Making of Leaders, Dominican
University of California
153
Scott Martin, P. E.
Quality Control Manager / Senor Civil Engineer
1 of 2
Experience Summary
Scott has more than 26 years of engineering experience and has performed a multitude of plan reviews for many different disciplines including OSHPD 3, DSA Projects, and various municipal reviews for clients throughout California. Scott’s day-to-day activities include the review of plans submitted to local jurisdictions, creation and submission of plan check letters, and constant communication with all project stakeholders.
In addition, Scott is often tasked with the education of building code to applicants. He is instrumental in establishing the new templates for all new clients to establish the municipal preferences for commercial and residential plan check and makes an asset to any team, project, and jurisdiction he is assigned.
Select Professional Experience
4LEAF, Inc.
Quality Control Manager / Senior Civil Engineer
2014 - Present
Since 2014, Scott has been 4LEAF’s Senior Plan Check Engineer with a focus on Structural and Civil review.
Scott has worked on a plethora of 4LEAF’s largest commercial reviews. Currently, Scott reviewed the Zuckerberg Chen School for the City of East Palo Alto, several large Commercial Projects for the County of San Mateo’s Project Development Unit including a $120 Million Medical Office Building, two large County facility buildings, and several large reviews for the University of California, Santa Barbara including the $1.5 Billion Munger Hall Project. In addition, Scott is 4LEAF’s Lead Quality Control Plan Review Manager where he is responsible for the final reviews of all outgoing projects. Scott also regularly trains 4LEAF personnel (Engineers and non-structural) on various plan review guidelines and code updates. 4LEAF, Inc. (City of Palo Alto)
Structural Plan Check Engineer
2012 - 2013
Starting in December of 2013, Scott accepted a position to perform and manage plan reviews in the Central Valley and Central Coast for many of 4LEAF’s clientele. Since 2012, Scott has worked for 4LEAF as a structural plan review engineer and was tasked to the City of Palo Alto where he was often assigned to work with the public and architects to answer building code related questions and to provide excellent customer service. In addition, Scott performed many large-scale plan reviews for the City including:
Experience
26+ years
Education
B.S., Civil Engineering
University of California, Irvine
Certifications
CA Registered Civil Engineer
License # 59091
NV Registered Civil Engineer
License # 019922
ICC, Building Plans Examiner
Professional Affiliations
ICC – International Code Council
Structural Engineers of Northern
California (SEAOC)
ASCE
154
2 of 2
Scott Martin, P.E.
• Workday Campus (6 Stories) - $50 Million
• Stanford Medical Center (6 Stories) - $32 Million
• VMWare HTE Tenant Improvement - $25 Million
• Hilton Hotel and Underground Parking - $18 Million
• VMWare Parking Structure 2 - $14 Million
• Stanford Hospital Site Development - $13 Million
• 260 California (3 Story mixed-use & underground parking) - $10 M • Thermal Vacuum Chamber - $9.7 Million
• VMWare Parking Structure (4 Levels) - $6.8 Million
• 4-Story Tenant Improvement for Survey Monkey - $6.1 Million Willdan Engineering – Fresno, CA
Structural Plan Check Engineer
2007 - 2010
Scott performed structural plan reviews on behalf of Willdan Engineering for numerous jurisdictions throughout California. Scott was tasked with the plan review, creation of the plan check letter, communicating with project stakeholders, and educating the applicants on current building codes and standards. Some of Scott’s projects included:
• CSU Humboldt Student Center Expansion; Arcata, CA
• Park Place: Res/Office/Retail over Parking; Paso Robles, CA • CalRENEW-1 Solar Power Farm; Mendota, CA
• City of Winters Police/Fire Complex; Winters, CA
• UC Davis Hyatt Place Hotel; Davis, CA
Advanced Structural Design, Inc. – Fresno, CA
Project Engineer
1998 - 2007
Scott was a Project Engineer for nearly ten years with Advanced Structural Design out of Fresno. Scott was responsible for engineering design, drafting (AutoCAD & hand), shop drawing review, and coordination with clients.
• Mt. Whitney Classroom Buildings; Visalia CA (DSA #02-107633) • Plumber's Union Expansion; Fresno, CA
• Oak Valley New Admin; Tulare Co., CA
• Paul Evert's RV Expansion and New Canopies; Fresno, CA • Grizzlies Stadium; Fresno, CA
155
Alejandra “Alex” Molina
Code Enforcement Manager
1 of 1
Experience Summary
Alejandra is a highly dedicated professional with extensive experience relating to Code Enforcement Management. She is detail-oriented and precise, with superb organizational talents and is adept in strategically planning project directions and management systems that produce at the most effective performance levels. Alejandra is an excellent bilingual communicator who interacts effectively with property owners, building contractors, government officials, and citizens to address and resolve any problems.
Select Professional Experience
4LEAF, Inc.
Code Enforcement Manager
2023 – Present
Alejandra joined 4LEAF as a Code Enforcement Manager and is responsible for:
• Planning, directing, coordinating, and reviewing the work plan for Code Enforcement staff. • Assigning work activities, projects, and programs and reviewing and evaluating work products. • Overseeing and providing direction in the management and enforcement of all Code Enforcement programs.
• Selecting, training, and evaluating Code Enforcement personnel, including the coordination of staff training.
City of Santa Monica
Lead Code Enforcement Officer
2022 – 2023
• Responsible for business development and operational functions involving Code Enforcement Management for various government agencies.
• Serviced existing accounts and built new relationships to establish new clients. • Build relationships with Code Enforcement Departments/Staff and advise on services.
City of Malibu
Code Enforcement Officer
2018 – 2022
• Coordinated and executed the Code Enforcement division work plans. • Managed the development and implementation of Building and Code Enforcement.
Experience
21+ years
Education
Lee College, BS
College of the Canyon, AA
Certification
PC 832
Situation Awareness Specialist (SAS)
Applied Verbal De-Escalation (AVDE)
Memberships
California Association of Code
Enforcement
American Association of Code
Enforcement
156
Isolda Lobao
Regional Plan Review Coordinator Lead
1 of 2
1 of 2
Experience Summary
Isolda is a dedicated and highly experienced professional with over 15 years of administrative and technical expertise, primarily within the building and permitting sectors. She currently serves as a Plan Review Coordinator, where she plays a key role in assisting internal routing and ensuring the timely and efficient completion of plan reviews. Isolda coordinates with specialized staff to ensure each review is aligned with the unique needs of the client, demonstrating her strong organizational skills and commitment to service excellence.
Professional Experience
4LEAF, Inc.
Regional Plan Review Coordinator Lead
2025 - Present
• Lead the coordination of the internal routing of plan reviews to ensure alignment with project scope and client-specific requirements.
• Assists in managing the plan review process from intake to completion, ensuring timely and accurate processing.
• Collaborates with multidisciplinary teams to assign reviews to appropriate technical staff based on expertise.
• Maintains strong communication with clients to ensure expectations are met and tailored service is delivered.
• Monitors progress of active reviews and facilitates solutions to streamline workflow and meet project deadlines.
• Supports continuous improvement efforts within the plan review process to enhance efficiency and client satisfaction.
County of Santa Cruz
Senior Building Permit Technician
2020 – 2025
• Managed all facets of the building division permit center activities including front counter inquiries, permit intake, resubmittals, assisting the public with code enforcement guidance, and more.
• Prepared final documents of issuance, calculated fees and verified required documents were present while facilitating effective and friendly communication between developers, property owners, and contractors with various agencies located within the department.
Experience
25+ years
Certifications
ICC Permit Technician
Skills
Acella
BlueBeam
New World Permit
QuickBooks
INFOR
157
2 of 2
Isolda Lobao
4LEAF, Inc.
Building Permit Technician
2017 – 2020
• Provided information and direction to the public on building issues, applicable local, state, and federal requirements, building codes, ordinances, documents, and more. • Verified that the required permits, licenses, and insurances had been obtained as well as calculating and processing permits and mitigation fees.
City of Sacramento
Building Permit Technician
2018 – 2019
• Guided applicants in the intake and processing of building permit applications for residential, commercial, and industrial projects within the jurisdiction. • Processed electronic and physical plans for completeness by ensuring all supporting documents were provided and all applicable fees were invoiced.
Sacred Heart Catholic Church
Office Assistant
2012 – 2017
• Tracked the tuition fees for religious education families and sent out quarterly statements. • Managed the permanent Sacramental records for the parish and prepared various official documents.
JTA Services Inc.
REO Processor
2008 – 2012
• Provided excellent customer service to both internal and external customers. • Prioritized attention to detail within a rapidly shifting service-oriented environment.
R&M Pool Service & Supply Inc.
Office Manager
2006 - 2007
• Responsible for the successful operation of an established retail store as well as taking inventory and ordering supplies.
• Frequently interacted with customers with excellent customer service skills focused on ensuring that the needs of the customer were the highest priority.
Pedro’s Drywall Inc.
Office Manager
1999 – 2004
• Managed weekly payroll, bank reconciliation’s, electric payroll tax deposits, receivable accounts, and payable accounts.
• Maintained record for yearend audits, workman’s compensation, payroll insurance, and more. 158
Mark Ellis, CBO
Regional Area Liaison / Building Official
1 of 2
Experience Summary
Mark is an ICC Certified Building Official with more than 30 years of experience working within municipal Building Departments in multiple different capacities. As a Building Official Mark has successfully managed the budget and staff of Building and Safety Departments that included Building Inspection, Plan Review, and Permit Counter. Mark has served as the Building Official for such jurisdictions as the cities of Santa Cruz and Turlock. As a Building Inspector Mark has conducted inspections on many residential, commercial, and industrial buildings and has worked on numerous projects as was a post-earthquake disaster evaluation Responder for the 1994 Northridge earthquake.
Select Professional Experience
4LEAF, Inc.
Regional Area Liaison / Building Official
2024 – Present
Mark is local to the Monterey Bay Area and served 25 years of his career as a Chief Building Official. Mark will serve as an area Liaison for 4LEAF where he will assist local Code Officials on Code interpretations and management advice. In addition, Mark will work to recruit and recommend personnel throughout the Santa Cruz County, San Benito County, and Monterey County areas. Mark will also be a regular attendee and participant at local area chapters and represent 4LEAF in our new Monterey Office.
City of Santa Cruz
Building Official
2010 – 2024
• Responsible for Building & Safety division operations including plan review, inspection and public counter. Administer department budget, coordinate activities with other departments, city manager’s office and council. Monterey Chapter ICC President/Building Official of the Year (2014).
Experience
30+ years
Education
Butte, Modesto and Santa Ana College
with majors in Building Inspection,
Building Dept. Administration, and
Fire Technology.
Leadership Turlock Graduate (1 Year
course on business and government)
Certificates
ICC Building Official
ICC Combination Inspector
ICC Residential Combination Inspector
ICC Combination Dwelling Inspector
ICC Building Inspector
ICC Plumbing Inspector
ICC Mechanical Inspector
ICC Electrical Inspector
ICC Plumbing Inspector UPC
159
2 of 2
Mark Ellis, CBO
• Accomplishments include code adoption and ordinance updates, division reorganization (job descriptions/structure), staff development and maintaining service delivery with 4 (3 key) staff vacancies.
• Provided disaster support to Harbor during tsunami damage recovery. Provided support to neighboring city to mitigate flood damage/loss of residential homes. Provided support to Napa as part of post-earthquake disaster team.
City of Turlock
Chief Building Official
1999 – 2009
• Administration of Building & Safety division during a time of high construction activity and community growth.
• Maintain and enhance professional relationships with design professionals, development community, colleagues and up to 20 division staff.
• 2005 Chairperson, California Building Official’s Annual Business Meeting. • 2004 President, Yosemite Chapter of ICC.
• 1999 – 2000 Instructor, Turlock Development Academy.
City of Turlock
Building Inspector (I, II, Senior, Supervising)
1989 – 1999
• Conduct combination inspections of residential, commercial and industrial buildings and structures, coordinating with builders, owners and designers. • Emergency response support for Police/Fire (Fire Damage, Vehicle vs Building, etc.). • Plan Review for compliance with applicable California Building Standards. • Train, mentor and supervise team (inspectors, plans examiners, admin. staff). • Responder-1994 Northridge post-earthquake disaster evaluation team.
Prior experience in construction and as a Firefighter (OCFD, CDF-Butte County) 160
Minerva “Minnie” Arredondo, CBO, CALOES
Proposed Building Official
1 of 2
Experience Summary
Minnie is an experienced Permit Center Manager and Building Official based in the Monterey Bay Area. She has more than 25 years of experience and is skilled in setting up management systems such as manuals, procedures, and documentation. She is adept in providing high-quality customer service, maintaining department databases and administrative files, scheduling inspections, and supervising Building Department staff and processes to maintain efficiency in the Department. Minnie adapts easily to new processes and environments and can quickly learn new skills and apply them efficiently. She works well under pressure, is bilingual, organized, highly dedicated, can multitask, and is a great problem solver.
Select Project Experience
4LEAF, Inc. – (Monterey Bay Area including the City of Greenfield) Permit Center Manager / Building Official
2020 - Present
Minnie is a steadfast team member who demonstrates natural leadership qualities in her position as Permit Center Manager and Assistant Building Official. Minnie is currently assigned to the City of Greenfield where she is working on several large development projects, including the Airport Museum and workforce housing projects. Minnie is proficient in multiple Building Department software including Acella, Trak-It, Tyler, and iWorQ. She helps operate and maintain the Department by assisting customers, reviewing all applications and plan submittals, collaborating with other departments and agencies, and scheduling inspections. In addition, she assists the City in improving the efficiency of the Building Department by:
• Managing Department staff and ensuring a seamless work environment • Supervising project procedures and processes
• Creating and updating informational handouts
• Reducing the turn-around timeframe for plan reviews
• Sustaining high morale within the Department
• Providing public assistance relating to the building permit application process • Auditing processes, financial files, and efficiency of “Contracted” Building Departments • Assisting the Code Enforcement Officer with code violations, legal notices, and compliance • Maintaining the City’s permit software by extracting data and converting to alternate platforms, report writing, and troubleshooting problems
• Training existing staff on processes and procedures
Experience
25+ years
Certifications
ICC Certified Building Official
ICC Certified Permit Technician
Affiliations/Accomplishments
United States Marine Corps.
Honorable Discharge, 1986
Associations
International Code Council
ICC Monterey Bay Chapter
161
2 of 2
Minerva “Minnie” Arredondo
Interwest Consulting Group
Senior Permit Technician
2017 - 2019
Minnie was predominantly assigned to work on behalf of Interwest for the City of Elk Grove. Minnie worked with clients to facilitate the processing of construction projects, assisted with all duties (from reviewing application submittals for completeness and accuracy to building permit issuance), and completed and maintained records, reports, documents, and correspondence. Additional responsibilities included:
• Assisting with fee calculations for residential and commercial projects • Coordinating approvals from different City departments and other agencies that were required prior to the permit issuance
• Processing temporary and permanent certificates of occupancy • Working closely with Development Engineering, Emergency Services, Developers, and Project Engineers in providing block numbers, street name approvals, reviewing street flows, and addressing for new subdivisions
4LEAF, Inc. – City of Lathrop, CA
Permit Technician
2015 - 2017
As contract staff to the City of Lathrop, Minnie performed all job duties relating to maintaining and operating a Building Department. She collaborated with City staff and consultants to ensure construction projects were routed through the proper departments efficiently and in a timely manner.
Minnie also assisted developers, homebuilders, and homeowners with their plans and applications.
Newman Flange and Fitting Company
Inside Salesperson
2011 - 2015
In this position, Minnie calculated fees for quotes and provided product information to clients. She was responsible for reviewing purchase orders for accuracy and ensured that all orders were entered and manufactured per ASTM/ASME Codes. Minnie created work orders and coordinated with other departments to ensure timely delivery, invoiced customers, and addressed customer concerns.
Precision Inspection Company
Senior Permit Technician
1999 - 2009
In her first role as a Permit Technician (which progressed her into a Senior position), Minnie provided public assistance relating to the Building Permit Application process as contract staff to multiple municipalities. She routed Building Permit Applications and plans to appropriate departments and agencies, scheduled inspections, and calculated Building, Plan Review, and City Impact Fees for construction projects. Minnie also conducted Section 8 housing inspections, provided administrative assistance to Code Enforcement Officers, and maintained Company-wide permitting software. On behalf of Precision, Minnie worked for jurisdictions such as the Cities of Hollister, Newman, Gustine, and Los Banos.
162
RESOLUTION NO. 6247
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SOLEDAD
APPROVING A NON-EXCLUSIVE PROFESSIONAL SERVICE AGREEMENT WITH CSG CONSULTANTS INC. IN AN AMOUNT NOT TO EXCEED $100,000 FOR
TECHNICAL BUILDING AND PLANNING DIVISION SERVICES FOR SPECIAL PROJECTS UPON APPROVAL OF THE FY 25/26 BUDGET, AND AUTHORIZING
THE CITY MANAGER TO EXECUTE SAID AGREEMENT
WHEREAS, since 2011, the Community and Economic Development Department has contracted with CSG Consultants, Inc. (“CSG”) to provide building division services to the City of Soledad under an annually extended agreement; and
WHEREAS, in alignment with best practices and applicable procurement requirements, the City issued a Request for Proposals (RFP) from May 16 through May 30, 2025, seeking proposals for building division and planning services, including plan check review, inspections, and a contract City Building Official; and
WHEREAS, the City received four (4) proposals from qualified and certified firms with demonstrated experience in California, and on June 6, 2025, conducted interviews to evaluate each firm’s capacity, understanding of the scope of work, ability to meet service needs, and costeffectiveness; and WHEREAS, following the evaluation process, City staff recommended continuing services with CSG based on the strength of their proposal, qualifications, and personnel— specifically noting the performance of the current Building Official, who is locally based, highly experienced, and has played a key role in managing and overseeing several significant construction projects in the City; and
WHEREAS, the City seeks to retain the continued support of the current Building Official to assist with project management and ensure successful closeout of active construction projects; and
WHEREAS, the City has also utilized a planning consultant from CSG on several major economic development initiatives and, recognizing the consultant’s experience and the strategic importance of these projects, intends to continue these planning services; and WHEREAS, the FY 2025–2026 budget for the Community and Economic Development Department includes $210,000 allocated for building division professional services, including plan check, inspections, and Building Official support; and
NOW, THEREFORE BE IT HEREBY RESOLVED, by the City Council of the City of Soledad that the contract with CSG in the not-to-exceed amount of $100,000 for Building and Planning services, a copy of which is attached hereto as Exhibit A, and by this reference incorporated herein, is hereby approved, and the City Manager is authorized and directed to execute the same on behalf of the City.
163
PASSED AND ADOPTED by the CityCouncil of the City of Soledad, at a regular meeting duly held on the 18th day of June 2025 by the following vote:
AYES, and in favor thereof Councilmembers:
NOES, Councilmembers:
ABSENT, Councilmembers:
ABSTAIN, Councilmembers:
ANNA M. VELAZQUEZ, Mayor
ATTEST:
MEGAN HUNTER, City Clerk
164
Exhibit “A”
NON-EXCLUSIVE CONSULTING SERVICES AGREEMENT BETWEEN
THE CITY OF SOLEDAD AND
(CSG Consultants Inc. )
THIS AGREEMENT for consulting services is made by and between the City of Soledad (“City”) and CSG Consultants Inc. (“Consultant”) (together referred to as the “Parties”) as of July 1, 2025 (the “Effective Date”).
Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Work attached as Attachment 1 , and incorporated herein, at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Attachment 1, the Agreement shall prevail.
1.1 Term of Services. The term of this Agreement shall begin on the Effective Date and shall end on June 30, 2026, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the City’s right to terminate the Agreement, as referenced in Section 8.
1.2 Standard of Performance. Consultant shall perform all services required pursuant to this Agreement according to the standards observed by a competent practitioner of the profession in which Consultant is engaged.
1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.
1.4 Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section 1.1 above and to satisfy Consultant’s obligations hereunder.
1.5 Public Works Requirements.
Intentionally Left Blank
Section 2. COMPENSATION. City hereby agrees to pay Consultant a not-to-exceed amount of One Hundred Thousand Dollars ($100,000) notwithstanding any contrary indications that may be contained in Consultant’s proposal, for services to be performed and reimbursable costs incurred under this Agreement.
In the event of a conflict between this Agreement and Consultant’s proposal, attached as Attachment 1, regarding the amount of compensation, the Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement.
Consultant shall submit all invoices to City in the manner specified herein. Except as specifically authorized by City in writing, Consultant shall not bill City for duplicate services performed by more than one person. 165
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 2 of 14
Consultant and City acknowledge and agree that compensation paid by City to Consultant under this Agreement is based upon Consultant’s estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Consultant. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement.
2.1 Invoices. Consultant shall submit invoices, not more often than once a month during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. Invoices shall contain the following information:
Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.;
The beginning and ending dates of the billing period; A Task Summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion;
At City’s option, for each work item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person doing the work, the hours spent by each person, a brief description of the work, and each reimbursable expense;
The total number of hours of work performed under the Agreement by Consultant and each employee, agent, and subcontractor of Consultant performing services hereunder;
The Consultant’s signature;
Consultant shall give separate notice to the City when the total number of hours worked by Consultant and any individual employee, agent, or subcontractor of Consultant reaches or exceeds 800 hours within a 12-month period under this Agreement and any other agreement between Consultant and City. Such notice shall include an estimate of the time necessary to complete work described in a given task order and the estimate of time necessary to complete work under any other agreement between Consultant and City, if applicable.
2.2 Monthly Payment. City shall make monthly payments, based on invoices received, for services satisfactorily performed, and for authorized reimbursable costs incurred. City shall have 30 days from the receipt of an invoice that complies with all of the requirements above to pay Consultant.
2.3 Final Payment. City shall pay the last 10% of the total sum due pursuant to each task order within 60 days after completion of the services and submittal to City of a final invoice, if all services required have been satisfactorily performed.
2.4 Total Payment. City shall pay for the services to be rendered by Consultant pursuant to this Agreement. City shall not pay any additional sum for any expense or cost whatsoever incurred by Consultant in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement. 166
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 3 of 14
In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment.
2.5 Hourly Fees. Fees for work performed by Consultant on an hourly basis shall not exceed the amounts shown on the compensation schedule attached hereto as Attachment 1.
2.6 Reimbursable Expenses. Reimbursable expenses are included in the total amount of compensation provided under this Agreement that shall not be exceeded.
2.7 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.
2.8 Payment upon Termination. In the event that the City or Consultant terminates this Agreement pursuant to Section 8, the City shall compensate the Consultant for all outstanding costs and reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets to verify costs incurred to that date.
2.9 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.
Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement. City shall make available to Consultant only the facilities and equipment listed in this section, and only under the terms and conditions set forth herein.
City shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for Consultant’s use while consulting with City employees and reviewing records and the information in possession of the City. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of City. In no event shall City be obligated to furnish any facility that may involve incurring any direct expense, including but not limited to computer, long-distance telephone or other communication charges, vehicles, and reproduction facilities.
Section 4. INSURANCE REQUIREMENTS. Before beginning any work under this Agreement, Consultant, at its own cost and expense, unless otherwise specified below, shall procure the types and amounts of insurance listed below against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Consultant and its agents, representatives, employees, and subcontractors. Consistent with the following provisions, Consultant shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects, and that such insurance is in effect prior to beginning work to the City. Consultant shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant's bid. Consultant shall not allow 167
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 4 of 14
any subcontractor to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s) and provided evidence that such insurance is in effect to City. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. Consultant shall maintain all required insurance listed herein for the duration of this Agreement.
4.1 Workers’ Compensation. Consultant shall, at its sole cost and expense, maintain Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance for any and all persons employed directly or indirectly by Consultant. The Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance shall be provided with limits of not less than $2,000,000 per accident. In the alternative, Consultant may rely on a selfinsurance program to meet those requirements, but only if the program of self-insurance complies fully with the provisions of the California Labor Code. Determination of whether a self-insurance program meets the standards of the Labor Code shall be solely in the discretion of the Contract Administrator. The insurer, if insurance is provided, or the Consultant, if a program of self-insurance is provided, shall waive all rights of subrogation against the City and its officers, officials, employees, and volunteers for loss arising from work performed under this Agreement.
4.2 Commercial General and Automobile Liability Insurance.
4.2.1 General requirements. Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than $2,000,000 per occurrence, combined single limit coverage for risks associated with the work contemplated by this Agreement. If a Commercial General Liability Insurance or an Automobile Liability form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from activities contemplated under this Agreement, including the use of owned and non-owned automobiles.
4.2.2 Minimum scope of coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (most recent edition) covering comprehensive General Liability on an “occurrence” basis. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (most recent edition), Code 1 (any auto). No endorsement shall be attached limiting the coverage.
4.2.3 Additional requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy:
a. The Insurance shall cover on an occurrence or an occurrence basis, and not on a claims-made basis.
168
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 5 of 14
b. City, its officers, officials, employees, and volunteers are to be covered as insureds as respects: liability arising out of work or operations performed by or on behalf of the Consultant; or automobiles owned, leased, hired, or borrowed by the Consultant
c. For any claims related to this Agreement or the work hereunder, the Consultant’s insurance covered shall be primary insurance as respects the City, its officers, officials, employees, and volunteers. Any insurance or selfinsurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
d. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled by either party, except after 30 days’ prior written notice has been provided to the City.
4.3 Professional Liability Insurance.
4.3.1 General requirements. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than $1,000,000 covering the licensed professionals’ errors and omissions. Any deductible or self-insured retention shall not exceed $150,000 per claim.
4.3.2 Claims-made limitations. The following provisions shall apply if the professional liability coverage is written on a claims-made form:
a. The retroactive date of the policy must be shown and must be before the date of the Agreement.
b. Insurance must be maintained and evidence of insurance must be provided for at least five years after completion of the Agreement or the work, so long as commercially available at reasonable rates.
c. If coverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the date of this Agreement, Consultant must purchase an extended period coverage for a minimum of five years after completion of work under this Agreement. d. A copy of the claim reporting requirements must be submitted to the City for review prior to the commencement of any work under this Agreement.
4.4 All Policies Requirements.
4.4.1 Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII. 169
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 6 of 14
4.4.2 Verification of coverage. Prior to beginning any work under this Agreement, Consultant shall furnish City with a complete copy of the certificate of insurance delivered to Consultant by the insurer. Certificates of insurance shall show the signature of a person authorized by that insurer to bind coverage on its behalf. If the City does not receive the required insurance documents prior to the Consultant beginning work, it shall not waive the Consultant’s obligation to provide them. If the Certificate of Insurance refers to the policy and it is necessary as a reference, then the City will reserve the right to require complete copies of all required insurance policies at any time.
4.4.3 Deductibles and Self-Insured Retentions. Consultant shall disclose to and obtain the written approval of City for the self-insured retentions and deductibles before beginning any of the services or work called for by any term of this Agreement. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, employees, and volunteers; or the Consultant shall provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration and defense expenses.
4.4.4 Wasting Policies. No policy required by this Section 4 shall include a “wasting” policy limit (i.e. limit that is eroded by the cost of defense).
4.4.5 Waiver of Subrogation. Consultant hereby agrees to waive subrogation which any insurer or contractor may require from vendor by virtue of the payment of any loss.
Consultant agrees to obtain any endorsements that may be necessary to affect this waiver of subrogation.
The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the entity for all work performed by the consultant, its employees, agents, and subcontractors.
4.4.6 Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein.
4.5 Remedies. In addition to any other remedies City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Consultant’s breach:
Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement;
170
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 7 of 14
Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or Terminate this Agreement.
Section 5. INDEMNIFICATION AND CONSULTANT’S RESPONSIBILITIES.
To the full extent permitted by law, CSG Consultants Inc. shall indemnify, defend, and hold harmless Owner, its governing body, officers, agents, employees, and volunteers from and against any and all liability, loss, damage, claims, expenses and costs (including, without limitation, attorney fees and costs and fees of litigation) (collectively, “Liability”) arising out of, pertaining to, or relating to the negligence, recklessness, or willful misconduct of Engineer in the performance of this Agreement, except such Liability caused by the active negligence, sole negligence or willful misconduct of Owner. This indemnification obligation is not limited in any way by any limitation on the amount or type of damages or compensation payable to or for Engineer or its agents or employees under Workers’ Compensation acts, disability benefits acts, or other employee benefit acts. This indemnification obligation is not limited by any limitation on the amount or type of damages available under any applicable insurance coverage and shall survive the expiration or early termination of this Agreement with respect to Liability arising during the term of the Agreement.
The Consultant’s obligation to defend and indemnify shall not be excused because of the Consultant’s inability to evaluate Liability or because the Consultant evaluates Liability and determines that the Consultant is not liable to the claimant. The Consultant must respond within 30 days, to the tender of any claim for defense and indemnity by the City, unless this time has been extended by the City. If the Consultant fails to accept or reject a tender of defense and indemnity within 30 days, in addition to any other remedy authorized by law, so much of the money due the Consultant under and by virtue of this Agreement as shall reasonably be considered necessary by the City, may be retained by the City until disposition has been made of the claim or suit for damages, or until the Consultant accepts or rejects the tender of defense, whichever occurs first.
With respect to third party claims against the Consultant, the Consultant waives any and all rights of any type to express or implied indemnity against the Indemnitees.
Notwithstanding the forgoing, to the extent this Agreement is a “construction contract” as defined by California Civil Code Section 2782, as may be amended from time to time, such duties of consultant to indemnify shall not apply when to do so would be prohibited by California Civil Code Section 2782.
In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement 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 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.
Section 6. STATUS OF CONSULTANT.
171
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 8 of 14
6.1 Independent Contractor. At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits.
6.2 Consultant Not an Agent. Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent.
Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever.
Section 7. LEGAL REQUIREMENTS.
7.1 Governing Law. The laws of the State of California shall govern this Agreement.
7.2 Compliance with Applicable Laws. Consultant and any subcontractors shall comply with all laws applicable to the performance of the work hereunder.
7.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Consultant and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program.
7.4 Licenses and Permits. Consultant represents and warrants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions. Consultant represents and warrants to City that Consultant and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid Business Licenses from City.
7.5 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person’s race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient 172
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 9 of 14
of, or applicant for any services or programs provided by Consultant under this Agreement.
Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Consultant thereby.
Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement.
Section 8. TERMINATION AND MODIFICATION.
8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant.
Consultant may cancel this Agreement upon 60 days’ written notice to City and shall include in such notice the reasons for cancellation.
In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City, however, may condition payment of such compensation upon Consultant delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement.
8.2 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall require a written amendment to this Agreement, as provided for herein. Consultant understands and agrees that, if City grants such an extension, City shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement.
Similarly, unless authorized by the Contract Administrator, City shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period.
8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties.
8.4 Assignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant’s unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant.
Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator. 173
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 10 of 14
8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the termination of this Agreement.
8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City’s remedies shall included, but not be limited to, the following:
8.6.1 Immediately terminate the Agreement;
8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement;
8.6.3 Retain a different consultant to complete the work described in a given task order not finished by Consultant; or
8.6.4 Charge Consultant the difference between the cost to complete the work described in a given task order that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 2 if Consultant had completed the work.
Section 9. KEEPING AND STATUS OF RECORDS.
9.1 Records Created as Part of Consultant’s Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Consultant hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Consultant agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties.
9.2 Consultant’s Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of 3 years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement.
9.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds $10,000.00, the Agreement shall be subject to the 174
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 11 of 14
examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of 3 years after final payment under the Agreement.
Section 10 MISCELLANEOUS PROVISIONS.
10.1 Attorneys’ Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attorneys’ fees in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose.
10.2 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Monterey or in the United States District Court for the Northern District of California.
10.3 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.
10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement.
10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties.
10.6 Use of Recycled Products. Consultant shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper.
10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Consultant in a “conflict of interest,” as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq.
Consultant shall not employ any City official in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 1090 et seq.
Consultant hereby warrants that it is not now, nor has it been in the previous 12 months, an employee, agent, appointee, or official of the City. If Consultant was an employee, agent, appointee, or official of the City in the previous twelve months, Consultant warrants that it did not participate in any manner in the forming of this Agreement. Consultant understands 175
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 12 of 14
that, if this Agreement is made in violation of Government Code § 1090 et seq., the entire Agreement is void and Consultant will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Consultant will be required to reimburse the City for any sums paid to the Consultant.
Consultant understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California.
10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials.
10.9 Contract Administration. This Agreement shall be administered by Community and Economic Development Department ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee.
10.10 Notices. Any written notice to Consultant shall be sent to:
CSG Consultants Inc.
Attn: Cricket Brinkman
930 Fresno Street
Newman, CA 95360
Any written notice to City shall be sent to:
City of Soledad
Community & Economic Development Director
248 Main Street
Soledad, CA 93960
10.11 Professional Seal. Where applicable in the determination of the contract administrator, the first page of a technical report, first page of design specifications, and each page of construction drawings shall be stamped/sealed and signed by the licensed professional responsible for the report/design preparation. The stamp/seal shall be in a block entitled "Seal and Signature of Registered Professional with report/design responsibility," as in the following example.
_________________________________________
Seal and Signature of Registered Professional with
report/design responsibility.
10.12 Integration. This Agreement, including the scope of work attached hereto and incorporated herein as Attachment 1 represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral.
176
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 13 of 14
10.13 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. [SIGNATURES ON FOLLOWING PAGE]
177
Consulting Services Agreement between City of Soledad and CC Reso No. ____ Date____ CSG Consultant’s Inc. Page 14 of 14
The Parties have executed this Agreement as of the Effective Date.
CITY OF SOLEDAD CSG CONSULTANTS INC.
____________________________ ______________________________ Megan Hunter, City Manager NAME , TITLE
Attest:
____________________________
Megan Hunter, City Clerk
Approved as to Form:
____________________________
Michael Rodriquez, City Attorney
178
930 Fresno Street
Newman, CA 95360
www.csgengr.com
PROPOSAL TO
City of Soledad
Professional Building, Planning Plan Review and
Building Inspection Services
J U N E 1 8 , 2 0 2 5
Attachment 1
179
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES Table of Contents
SECTION 1 Cover Letter 2
SECTION 2 Statement of Qualifications 4
SECTION 3 Project Experience 7
SECTION 4 Team Organization 15
SECTION 5 Scope of Work 16
SECTION 6 Cost Proposal and Fee Schedule 37
SECTION 7 Conflict of Interest Statement 40
SECTION 8 Comments on or Requested Changes to Contract 41 SECTION 9 References 42
APPENDIX A Resumes
180
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 930 Fresno Street, Newman, CA 95360
phone 209.862.9511 | fax 209.862.1079 | www.csgengr.com Cover Letter
May 30, 2025
Beatriz Trujillo
Community Development Director
City of Soledad
248 Main Street
Soledad, CA 93960
Re: Proposal for Professional Building, Planning Plan Review, & Building Inspection Services Dear Ms. Trujillo,
CSG Consultants, Inc. (CSG) would like to thank the City of Soledad (City) for the opportunity to submit our proposal for Professional Building, Planning Plan Review, and Building Inspection Services.
We greatly value our longstanding relationship with the City and take pride in the wide range of services we have successfully provided over the years.
In response to feedback from City staff regarding our Engineering services, particularly on a key project, we have taken proactive steps to enhance our performance and address the City’s concerns. We welcome the opportunity to confirm with staff that these improvements have met expectations. Our goal is to consistently exceed the City’s expectations, and we remain committed to working collaboratively to serve the City of Soledad community. To that end, we have assembled a highly qualified team with both the technical expertise and customer service focus necessary to support the City in any capacity our services may be needed.
The Team Organization Chart identifies the many CSG personnel who are available to support the City of Soledad. CSG is proposing top-level staff to provide the following services. John LaTorra will be the Project Manager, Crickett Brinkman will be the Point of Contact for all plan reviews, Mark McClain will be the Building Official and Senior Building Inspector, Gina Paolini will provide Planning services, Rick Rodewald and Jim Dias will provide Fire services, and Sophie Truong will oversee the Engineering services. CSG is prepared to provide Code Enforcement and other services for the City of Soledad, if desired.
We understand the City is seeking qualified consultants to supplement in-house staff, who rely on a basic understanding of plan review and inspection services, but don’t always possess the technical expertise related to the California Building Codes. CSG staff thrive in this environment, lending our expertise and working alongside City staff in a collaborative manner. This partnership is increasingly important considering the rapidly evolving development environment of Soledad, which anticipates a 23 percent population growth over the next 20 years (AMBAG 2026 Regional Growth Forecast).
SECTION 1
181
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 930 Fresno Street, Newman, CA 95360
phone 209.862.9511 | fax 209.862.1079 | www.csgengr.com CSG can readily provide the full scope of professional services with the personnel proposed herein, helping the City ensure timely, thorough, consistent, and code-compliant reviews and inspections. No subconsultants will be used, solely CSG staff. CSG personnel are registered engineers and/or ICC certified, with additional qualifications including CASp, CACEO, and AICP experience and certification. Many of our proposed team members are cross-trained in multiple service levels, enabling delivery of efficient, seamless integration, and the ability to respond promptly to the City’s fluctuating needs. We understand the City’s scope of work to include:
Building Plan Review Services
Building Official Services
Building Inspection Services
Fire Plan Review Services
Fire Marshal Services
Civil & Engineering Review Services
Optional As-Needed Services
Current & Advanced Planning Plan Review
General Planning Services
Current Planning Services
Advanced Planning Services
Crickett Brinkman, Regional Operations Director, will serve as the primary contact for plan review for the City and will ensure that all services to the City will be provided in a timely and efficient manner. John LaTorra, Regional Building Services Manager, will serve as Project Manager for the City.
Crickett Brinkman | Primary Contact / Regional Operations Director 209.862.9511 office | 209.595.7103 cell | [email protected] email John LaTorra | Project Manager / Regional Building Services Manager 650.522.2500 office | 650.208.4264 cell | [email protected] email Please feel free to contact Ms. Brinkman or Mr. LaTorra with any questions or comments you may have regarding our proposal. Pricing has been included in Section 6 (Cost Proposal and Fee Schedule). As President, I am authorized to negotiate contract terms and bind CSG to an agreement. We look forward to continuing our partnership with the City and to providing these important services to the Soledad community.
Sincerely,
Cyrus Kianpour, PE, PLS
President, CSG Consultants, Inc.
182
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 4 Statement of Qualifications
CSG CONSULTANTS
CSG Consultants, Inc. (CSG) is an employee-owned California company with its local office in Newman and headquarters in Foster City. Additional support is available from our other offices in Sacramento, Pleasanton, Paso Robles, San Jose, and Orange. The majority of the 350+ individuals within our firm have provided public agency services throughout their entire careers. Our talented personnel have held positions within communities facing similar development opportunities as the City and bring a wealth of ideas, experience, and solutions. No subconsultants will be used for this work, solely CSG staff.
NAME OF FIRM: CSG Consultants, Inc.
PRIMARY CONTACT: Crickett Brinkman | Regional Operations Director 209.862.9511 office | 209.595.7103 cell | [email protected] email LOCAL OFFICE: 930 Fresno Street, Newman, CA 95360
HEADQUARTERS: 550 Pilgrim Drive, Foster City, CA 94404
REGIONAL OFFICES: 3150 Almaden Expressway #255, San Jose, CA 95118 3875 Hopyard Road, Suite 141, Pleasanton, CA 94588
809 9th Street, Suite 2A, Paso Robles, CA 93446
3707 W. Garden Grove Boulevard, Orange, CA 92868
2150 River Plaza Drive, STE #155, Sacramento, CA 95833
EMPLOYEES: 350+
YEARS IN BUSINESS: 34 (Since 1991)
TYPE OF BUSINESS: California Corporation • Incorporated June 15, 2000 • Federal ID: 91-2053749 SECTION 2
183
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 5 UNDERSTANDING OF THE CITY’S DEVELOPMENT ENVIRONMENT
Considering the rapid outward expansion of the Silicon Valley, Soledad’s traditionally agriculture-based community has seen an influx in development and subsequent population growth. This regional shift, coupled with a statewide surge in housing demand, are driving factors behind the expected 23 percent growth forecasted over the next 20 years (AMBAG 2026 Regional Growth Forecast). CSG’s breadth and depth of staff can equip the City with the resources needed to keep up with the wave of new residential and commercial development. We understand there are significant projects in the City’s pipeline—notably the large-scale Miramonte Specific Plan, multiple housing projects, and various commercial developments—and can work in concert with City staff during high-volume review periods to ensure the City upholds expected turnaround times and customer service levels.
CAPABILITIES & APPROACH TO WORK
CSG’s proposed team has been selected to best support the specific needs of 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. Our extensive experience in furnishing comprehensive building and fire life safety services to jurisdictions provides a consistent, strong technical foundation to all projects. 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:
• Familiarity and proximity. Our proposed staff have extensive experience working with the City and nearby agencies and are familiar with the City’s processes and procedures. Many proposed staff are permanently assigned to our Newman office. CSG’s proximity allows us to respond quickly, often with short notice, to provide timely services on high volume days or when existing staff is out of the office. • 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.
• 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 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 can utilize plan review resources from any of our regional offices. We excel at coordinating with all agency departments, as well as outside agencies. Additionally, we have staff capable of performing same day inspections, who can promptly relay inspection results to the customer and/or City staff.
• 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 350 public agencies, we are constantly improving and adapting to provide our clients with the most cost-effective services. • Environmentally friendly practices. Our corporate policy on sustainability supports a healthy environment, reduces our carbon footprint and promotes stewardship through environmentally preferable purchasing. We also use a digital plan review system that bypasses paper consumption and use of duplexing and recycled, post-consumer content paper when printing is necessary. 184
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 6 COMPREHENSIVE MUNICIPAL SERVICES
CSG is customer-centric and organized into the lines of business outlined below, each managed by highly experienced industry experts.
185
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 7 Project Experience
BUILDING SAFETY & FIRE PROTECTION SERVICES
The following is a small list of projects for which proposed CSG staff have provided building/fire plan review, Building Official, and/or inspection services.
ALAMEDA LANDING | CITY OF ALAMEDA, CA
Building Plan Review and Fire Plan Review
CSG performed building and fire plan review for this large 72-acre development in the City of Alameda which includes 285 single-family homes, townhomes and condominiums, a 50,000 square foot waterfront district of mixed-use/commercial space, and a shopping center featuring a Target and Safeway grocery store. An example of CSG’s plan review work includes review of 9 different townhome condominium buildings arranged into 4-plexes, 5-plexes, 6-plexes and 7-plexes. The condominiums include both 2-story (accessible) units and 3-story units. Construction is type VB occupancies including R-2 and U. All buildings are sprinklered per NFPA 13.
GREAT WOLF LODGE | CITY OF MANTECA, CA
Building & Fire Inspection, RFI Review
CSG provided all on-site building and fire inspections for this complex that includes a 510,000 square foot, 6-story, 500-room hotel, in addition to a 45,000 square foot family entertainment center, and a massive water park that consists of multiple 6-story water slides. The water slides start in the interior of the building, extend to the exterior, and then return to the interior. CSG’s project manager provided on-site oversight as well as all RFI reviews for this 20-month project. Depending on the project’s needs, CSG provided 2-4 full-time building and fire inspectors whose services included providing daily and weekly inspection reports.
SUNNYVALE CIVIC CENTER | CITY OF SUNNYVALE, CA
Building Plan Review, Fire Plan Review & CASp
CSG provided building plan review, fire plan review, and CASp review for the Sunnyvale Civic Center, a 4-story, 117,000 square foot structure that will serve as Sunnyvale’s new city hall. The project received an LEED Platinum rating and a Net Zero carbon footprint— the first city hall in the nation to be recognized for attaining both of these standards--and is now recognized as ”America’s Greenest City Hall.” The all-electric building is powered by roof-top solar panels and features floor-to-ceiling bird-safe windows, light wells and a unique orientation that allows for maximum use of natural light. The new city hall also includes a revamped public safety emergency operations center, with plans to add six acres of public open space, an outdoor amphitheater, and an expanded library. The project was divided into six phases—with CSG being heavily involved in plan reviews for each phase. Throughout each step in the process, CSG helped ensure that all required building, mechanical, electrical, plumbing, and accessibility requirements were met in all six phases.
Before the building ever opened to the public, it was recognized as one of the Business Journal’s 2022 Structures for public/civic projects.
SECTION 3
186
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 8 CITYLINE | CITY OF SUNNYVALE, CA
Building Plan Review
CSG is providing continuous building plan review for the Cityline development in downtown Sunnyvale. Structures CSG has provided plan review for to date include:
• Building 3A (200 W. Washington Avenue): Two 7-story core/shell structures, constructed over two levels of below-grade parking. The buildings will house retail space, a lobby, office, and support space and the ground floor level and include office and flex space on the second level.
• Block 3 South (200 S. Taaffe Street): Two new 12-story mixed-use apartment buildings that feature a restaurant and retail space on the ground floor, as well as residential amenities and a publicly accessible plaza. The structures will provide 479 residential units, in addition to 470 residential parking spaces that are located in the two basement levels. One unique feature about the project was incorporating five existing heritage redwood trees into the design.
• Building B (300 S. Mathilda Avenue): A new 90-foot-tall structure that consists of three parking levels, 12,767 square foot of ground level retail, and 153,488 square foot of office space that spans four levels.
BUTTERFIELD FIRE STATION | CITY OF MORGAN HILL, CA
Building Plan Review
CSG performed building plan review for the Butterfield Fire Station in Morgan Hill, CA. The 6,065 square foot structure will be located between the South County Courthouse and the VTA parking lot and began construction in September 2023. The fire station will utilize all-electric power and will feature two apparatus bays, living quarters and office space for the Morgan Hill Fire Department. The Fire Station is expected to be fully operational by Summer 2025.
POLICE STATION/HEADQUARTERS | CITY OF LOS BANOS, CA
Building & Fire Plan Review, Building Inspection
CSG provided building/fire plan review and inspections for the Los Banos Police Station, a 28,000 square foot facility that is expected to be completed in Fall 2023. The new headquarters will include a dispatch center, community outreach/meeting space, and house divisions that include the police department, code enforcement, and detectives. Additional space within the facility includes a briefing room, evidence storage area, locker rooms, a training room, sleeping headquarters and multiple conference rooms. CSG is also providing building and fire plan review for deferred submittals that include a radio tower, impound building, light gauge metal stud framing, and sprinkler systems.
MADRONE TERRACE HOUSING & COMMUNITY CENTER | COUNTY OF ALAMEDA, CA Building Plan Review
CSG is providing building plan review for the Madrone Terrace Housing and Community Center in the County of Alameda. The project includes building 79 affordable housing units in a 5-story building and features Type IIIA and Type IA construction. The 38,100 square foot site will also include a 9,400 square foot community center and a 2,800 square foot daycare in addition to the residential units—serving occupancy groups R-2, A-3, and E.
One of the unique features of the Madrone Terrace Housing & Community Center is a culvert that splits the building at the foundational level.
MOSA APARTMENTS | CITY OF ELK GROVE, CA
Building Plan Review
CSG provided building plan review for the Mosa Apartments in Elk Grove. The 359,197 square foot project is valued at $20,520,000 and includes 387 units spread across 14 total buildings. The project broke ground in January of 2023, and is considered the City’s largest affordable housing development to date. 187
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 9 CORE RECREATION CENTER | CITY OF ELK GROVE, CA
Building Plan Review
CSG is providing building plan review for the CORE Recreation Center, a twostory, 54,000 square foot recreation and fitness facility. The project is located on 3-acres of undeveloped land within Morse Community Park in Elk Grove, CA, with construction starting in 2023. The facility features Type IIB construction and will primarily serve occupancy groups A-3 and B.
Construction costs have been estimated at $26.6 million and the recreation center is expected to open to the public in early 2025.
FULL-SERVICE BUILDING DEPARTMENT | CITY OF ELK GROVE, CA Building Official, Deputy Building Official, Building Plan Review, Permit Counter, Inspection CSG staffs a full-service Building Department for the City of Elk Grove, which includes a Building Official on-site 5- days per week to perform administration and management of plan review, permit counter, and field inspections.
CSG’s staff provides coordination with the CMO, CDD, Public Works, Engineering, Fire, Code Enforcement, Planning, and Economic Development. Additional Building Department personnel and/or services CSG provides to the City include:
• Deputy Building Official: On-site 5-days per week, responsible for the day-to-day field inspection assignments, customer inquiries at the counter/via email, and light plan review. • Plan Review: On-site one day per week, with full-time offsite plan review of all projects. • Public Counter Permit Services: On-site 5 days per week, CSG staff processes all building applications and issues all permits. Additionally, CSG staff provide customer service at the counter and coordinate with applicants and developers via phone and email.
• Field Inspection: CSG staff provide field inspections for all residential and commercial permits (5 days per week).
FULL-SERVICE BUILDING DEPARTMENT | CITY OF MOUNTAIN HOUSE, CA Building Plan Review, Building Official, Inspection, Permit Counter In July of 2024, Mountain House became the 483rd city in California, 28 years after its establishment on the western edge of San Joaquin County. To support their building department during its transition to cityhood, CSG was selected to provide full-service staffing and continues to work alongside City personnel. CSG is currently providing the City with building plan review services, building inspection, Building Official, as well as permit technicians for the front counter. As one of the fastest growing areas in the state, Mountain House has a buildout population projection of 50,000 residents, coupled with a 6.52 percent growth projection.
FULL-SERVICE BUILDING DEPARTMENT | CITY OF LOS BANOS, CA Building Plan Review, Building Official, Deputy Building Official, Inspection, Permit Counter CSG provides a full-service Building Department to the City of Los Banos. This includes a Building Official who oversees the operations of plan reviewers, permit technicians, and inspectors. Depending on workload, CSG has provided various support staff to supplement the Building Official, including a Deputy Building Official, field inspectors, and permit technicians. Plan review for small projects is conducted on-site by the Deputy Building Official and qualified CSG staff. All other plan review is performed off-site by CSG’s experienced team of plan reviewers.
188
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 10 PLANNING & ENVIRONMENTAL SERVICES
The following is a small list of on-call planning and/or environmental services that CSG staff have provided that are similar in nature as to those requested by the City.
PLANNING AND ENVIRONMENTAL SERVICES | CITY OF CARSON, CA 2016-Ongoing
CSG provides on-call planning and environmental services to the City of Carson. As part of this process, our Planning Lead manages technical consultants, provides document review, conducts community outreach, and attends community and City Council meetings. Our staff is currently managing The District at South Bay Specific Plan amendment for a modification to the permitted land uses and development standards for a portion of its 157-acres. The site remains undeveloped, as it was used as a landfill site for the deposition of waste/refuse from areas throughout Los Angeles County between 1959 and 1965, prior to the incorporation of the City of Carson.
PLANNING SERVICES | CITY OF EL SEGUNDO, CA
2016-Ongoing
CSG staff provides project management and entitlement processing services for the City of El Segundo. We currently manage several high-profile projects, including a ±140-acre mixed use site on the former Raytheon manufacturing site and a mixed-use media campus. Another noteworthy project is the Smoky Hollow Specific Plan Amendment and EIR for the Grand Kansas II Project. CSG staff provides entitlement project management and conducted a peer review of the environmental documentation for this office and commercial development. Our services also include Site Plan Review, Specific Plan Amendments, Coastal Development Permits, public outreach and grant administration.
PLANNING STAFF AUGMENTATION | CITY OF MALIBU, CA
2022-Ongoing
CSG currently provides project management services to the City of Malibu. Staff conducts conformance reviews, discretionary case processing for Coastal Development Permits, Administrative Plan Reviews, Site Plan Reviews, Variances, and Conditional Use Permits. For these projects, CSG’s services include completeness reviews, preparation of public notices, Environmental Review Board, Planning Commission and City Council staff reports and resolutions, presentations to hearing bodies, project approval letters, review of Conditions of Approval prior to final planning approval and stamping approved project plans for building permit processing. CSG’s project management duties include maintaining project information within the City’s development database and tracking deadlines.
JANSS MARKETPLACE HOTEL EIR | CITY OF THOUSAND OAKS, CA 2022-2023
CSG prepared an EIR to evaluate the potential environmental impacts of the development of a hotel at 225 North Moorpark Road in Thousand Oaks. The proposed project includes demolition of the current two-story retail building, to be replaced by a 133,000 square foot, five-story dual hotel and retail pad; the creation of a map to designate airspace rights; and a zoning change to the footprint of the hotel to increase the building’s height limitation. The City Council approved the project and certified the EIR on December 5, 2023.
STAFF AUGMENTATION SERVICES | CITY OF THOUSAND OAKS, CA 2021 - Ongoing
CSG staff currently work with the City of Thousand Oaks to provide staff augmentation planning services by reviewing plans for compliance with zoning, design standards, and procedural requirements. Additionally, our staff help research land use issues, trends, and best practices, and assist with the preparation of new land use regulations and environmental impact reports.
189
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 11 DOWNTOWN PROJECT EIR | CITY OF THOUSAND OAKS, CA
2025-Ongoing
CSG was selected to prepare the Downtown Project EIR; the Downtown Project includes the redevelopment of a 14-acre site owned by the City. The proposed project includes adaptive reuse of the existing City Hall offices, ground floor food and beverage, ancillary uses, and new City Hall offices. Development on the west side of the property would include mixed uses and an approximately 140-150 room hotel. The maximum number of residential units would be 215. A new town plaza would be built at the northeast corner of the project site. A General Plan Amendment is required, and a new Specific Plan would be created for the site.
The environmental review is ongoing.
SPECIAL PROJECT MANAGEMENT AND PLANNING STAFF AUGMENTATION | CITY OF NORWALK, CA 2020 - Ongoing
CSG staff are currently managing and preparing the Norwalk Transit Village Specific Plan, a 32-acre Mixed Use Eco-District in the City of Norwalk. The property is roughly
0.25 acres from a Metrolink Station and is immediately directly adjacent to a 9.4-acre public park. The project will include up to 770 dwelling units (40percent affordable), ample open space, a 150-key hotel, and a neighborhood commercial area. CSG’s responsibilities include drafting the Specific Plan, managing the CEQA compliance document (in this case, an EIR), Public Outreach, management of due diligence activities and a Remediation Action Plan, entitlement processing and Project Team management. This unique project will occupy the site of a former State-owned Youth Correctional Facility and is subject to the Surplus Land Act. CSG also provides on-call planning staff augmentation.
PLANNING STAFF AUGMENTATION SERVICES | CITY OF MILL VALLEY, CA 2022-Ongoing
CSG provides current planning services to the City of Mill Valley. Services include reviewing conditional use permits and single-family development permits to comply with the City’s design guidelines and neighborhood compatibility review and working with applicants and city staff to create compatible development projects within the existing districts, downtown, and historical neighborhoods. For these projects, staff services include project management; completeness reviews; the preparation of public notices, Zoning Administrator, Planning Commission and City Council staff reports, approval letters; presentation of projects to these authorities; and follow-up with conditions of project approval. Significant development projects that our staff have managed include: the Mill Valley Lumber Yard Redevelopment for the renovation and conversion of the Mill Valley Lumber Yard from manufacturing use to mixed commercial/live-work use; 550 Miller Avenue Mixed Use Development, which includes the redevelopment of one house/commercial space into a 7-unit residential project that included commercial space, shared parking, and 2 residential units; and the Bayside Park Pier Reconstruction, which included the preparation of NEPA compliant environmental documents and multi-jurisdictional permitting for the reconstruction of a storm-damaged public pier.
1890 SOUTH COAST HIGHWAY MIXED-USE REDEVELOPMENT PROJECT IS/MND | CITY OF LAGUNA
BEACH, CA
2023-Ongoing
CSG is preparing an IS/MND for a proposed mixed-use, two-story retail and residential structure and subterranean garage adjacent to South Coast Highway in the City of Laguna Beach. The proposed project includes the demolition of an existing car wash facility and the construction of a new 8,204 square-foot mixed-use retail and residential structure with 5,221 square-feet of deck area, over a subterranean garage. The environmental review is ongoing.
190
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 12 ENGINEERING SERVICES – PLAN REVIEW
VARIOUS DEVELOPMENTS | CITY OF ROHNERT PARK, CA
CSG has provided on-call development review and staff augmentation services for the City of Rohnert Park since March 2013. Work performed to date includes the following:
• Southeast Specific Plan - Review of grading and improvement plans for a 450-lot residential development; assisted staff in reviewing requested modifications to development agreement by developer.
• Cotati-Rohnert Park Unified School District Surplus Property - Assisted staff with ongoing discussions with District staff and developer concerning infrastructure needs for development of surplus District property.
• University District Specific Plan - Review of Tentative Map, Specific Plan, Hydrology and Hydraulic Study, and associated documents for a 1,454-lot residential development.
FORT ORD REDEVELOPMENT | CITY OF MARINA, CA
CSG is currently providing comprehensive development
engineering review for the development of 420 acres of
former Fort Ord property. The project, for which a
Specific Plan was developed, consists of mixed use
(retail, entertainment, commercial, and live/work),
regional retail, low-income housing,
office/research/light industrial, and residential areas.
Review included all on-site engineered plans for
issuance of construction permits and stormwater
compliance with the requirements of the Regional Small
MS4 (Phase II) NPDES permit. CSG also reviewed
backbone infrastructure improvement plans associated with the Specific Plan area.
The development included the following projects:
• The Promontory – 174-unit student house adjacent to CSUMB Campus • Imjin Office Park – 5-acre LEED certified civic center office site for Marina Coast Water District, Fort Ord Reuse Authority offices, Carpenters Union Local 605, and Bureau of Land Management • Veterans Affair Clinic – three story, 150,000 sq. ft. located on 14.3 acres. • Cinemark Theater – 10 screen theater
• Marriott Spring Hill Suites – 67,000 sq. ft., 4 story, 106 room newly constructed hotel • University Village Apartments – 108-unit apartment complex • The Dunes – New 332 SFH subdivision; including infrastructure and two new city parks 191
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 13 VARIOUS DEVELOPMENTS | CITY OF MOUNTAIN HOUSE, CA
CSG is currently providing comprehensive land development review services to the City of Mountain House. CSG helps ensure that all required grading and off-site civil improvements are in compliance with local and state requirements. Review of off-site improvements include but are not limited to the design of City owned and operated utility infrastructure such as storm drain, sanitary sewer, water facilities, public and private street and road grading and drainage review, and review of signage and striping plans. Additionally, CSG assists the City with reviewing Final Tract Maps for consistency against approved tentative maps, conditions of approval, and proposed
improvements for the various developments within the City.
Notable projects include review of grading and improvement plans, including the consistency review against final tract maps, for:
• Tract 4216 Neighborhood H14 – 199 residential lot, 43 common use parcels • Tract 3609 & 3610 Neighborhood A5 & B1 – 266 lot residential development • Tract 3618 Neighborhood B11 – 115 lot residential development ISABEL CROSSING | CITY OF LIVERMORE, CA
CSG is providing plan review for a new multi-phased,
multi-use Isabel Crossing Development. The Project is
located on 45 acres north of Hwy 580. CSG is heavily
involved in plan reviews for both on-site backbone plans (street grading, stormwater, sewer, water, recycled
water) off-site backbone improvements (including
review of traffic signal modifications and installation), the large lot final map, and rough grading. Throughout
each step in the process, CSG helped coordinate project reviews with the City and developer’s team, including
meeting the state stormwater treatment and detention
requirements.
192
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 14 CODE ENFORCEMENT SERVICES
The following is a small list of code enforcement services that CSG staff have provided to client agencies:
CODE ENFORCEMENT TRAINING OFFICER AND PROGRAM DEVELOPMENT | CITY OF GUSTINE, CA CSG staff has and is currently serving as their training officer for their Code Enforcement staff in the City of Gustine.
Training of their new officers included municipal code interpretation, inspections, investigations, case management officer safety practices, business licensing, field checks, handling citizen complaints, and always exercising sound decision-making. CSG is also helping to build and develop their Code Enforcement program to a regularly functioning service for the City.
ACTING CODE ENFORCEMENT SUPERVISOR | CITY OF MODESTO, CA CSG staff served as the interim Code Enforcement Supervisor for their Neighborhood Preservation Unit in the City of Modesto. Duties included assisting with case management, officer training, departmental coordination, officer and case management oversight, assessing and helping improve response times, staff morale, and overall improvement to program functions.
SPECIALTY PROGRAM – AGED CASES | CITY OF CAMPBELL, CA
CSG has worked with the City to focus on the management and closure of older cases. Many of these cases have complexities that include incomplete records, multiple changes in ownership, cross-platform violations, and other challenging characteristics. These cases have required the experience of one of our veteran officers due to the high level of finesse needed to manage non-compliant responsible parties. A significant number of cases required direct coordination with and approval of various departmental City staff. Our officer frequently requires coordination from outside resources (e.g., County of Santa Clara), creates new collaborative models (a unified partnership with Building and Planning) and representing the department as a seamless extension of the City. CSG’s code enforcement officer’s work for the City of Campbell has resulted in a substantial caseload reduction and has been able to successfully close “unsolvable” case. Through this assignment, it has showcased CSG’s problem solving, diplomacy, efficiency, coordination, organization, documentation, effectiveness and capacity to tailor services for communities with distinct needs.
MASSAGE INSPECTION PROGRAM (MIP) IMPLEMENTATION AND MANAGEMENT, HOUSING INSPECTION, GENERAL CODE ENFORCEMENT | CITY OF SAN RAFAEL, CA
CSG’s Code Enforcement staff has assisted the City in the development and ongoing implementation of its highly successful Massage Inspection Program. The program provides full administrative services in managing and monitoring all permitted massage businesses in San Rafael, and addressing unpermitted activities. This is done in combination with specialized inspections: initial inspections, annual inspections, compliance inspections, sting operations, and after-hour & weekend inspections.
Additionally, the staff coordinates the following administrative duties on the City’s behalf: new-business intake and certifications, employee registrations (including credential verification), public education, and issuance of administrative citations. Additionally, we have also provided full-service support for their Housing Inspection Program (HIP) and general code enforcement support.
GENERAL CODE ENFORCEMENT AND STAFF AUGMENTATION | TOWN OF WOODSIDE, CA This is one of many instances where CSG provides a Code Enforcement Officer to support and enforce local ordinances. This includes inspections and investigative work that ensures public health and safety, in addition to resolving other or nuanced complaints and violations. This includes responding to citizen calls for service, documentation, preparing all needed correspondence, maintaining accurate records and followed up with stakeholders. Our highly qualified staff also interpret and enforce provisions of the Municipal Code, including the Zoning, Housing, Building, Nuisance and Property Maintenance codes.
193
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 15 Team Organization
No subcontractors will be utilized for this work, solely CSG staff. Detailed resumes have been provided in the appendix for key personnel.
John LaTorra (Project Manager)
Regional Building Services Manager
Crickett Brinkman (Primary Contact)
Regional Operations Director
BUILDING PLAN REVIEW
Ali Annan, PE, CBO, CASp
Senior Plan Check Engineer
Miroslav Lhotsky, SE, CBO, MPA
Senior Plan Check Engineer
Christine Jansen, PE
Principal Plan Check Engineer
Rajesh Vangala, CBO, CASp
Principal Plans Examiner
Phiroze Wadia, SE, LEED AP
Principal Structural Engineer
Randy Brumley, PE
Senior Plan Check Engineer
Jimmy Le, PE, ME
Associate Plan Check Engineer
Annette Mayfield, CASp
Senior Plans Examiner
Priska Cheng, PE, CASp
Senior Plan Check Engineer
Ivan Ramirez
Associate Plans Examiner
Stuart England, CASp
Senior Plans Examiner
Ashkan Arya, PE
Senior Plan Check Engineer
Jonathan Hurst
Senior Plans Examiner
Christine Uhalde
Associate Plans Examiner
Jared Claypool
Associate Plans Examiner
CODE ENFORCEMENT
Lee Holt, CCEO
Code Enforcement Manager
Gary Kornahrens, CCEO
Code Enforcement Supervisor
Jaime Avalos
Code Enforcement Officer II
Thomas Mlady
Code Enforcement Officer I
FIRE PLAN REVIEW & INSPECTION
Rick Rodewald
Fire Services Regional Manager
Jim Dias
Senior Fire Plans Examiner
Camryn Priewe
Fire Services Specialist
SECTION 4
Hatem Ahmed, PE, PMP
Vice President of Engineering Services
Sophie Truong, PE, PLS
Director of Land Development Services
Son Hoang, PE QSD/P
Senior Project Manager
Husam Aburabi, EIT
Project Manager
Babak Kaderi, CFM
Senior Project Manager
Samantha Cho
Associate Engineer
Jen Chen, EIT, PACP
Project Manager
Tom Walker, PE
Structural Review
ENGINEERING SERVICES
Ethan Edwards, AICP
Vice President of Planning
Lorraine Weiss
Principal Planner
Gina Paolini
Principal Planner
Bryan Albini
Senior Planner
Emma Goldsmith
Assistant Planner
Glenn Lajoie, AICP
Principal/Director of Env. Planning
Lance Lowe, AICP
Senior Planner
Kelli Allen
Associate Environmental Planner
Colby Gonzales
Assistant Environmental Planner
PLANNING & ENVIRONMENTAL SERVICES
PROJECT MANAGER/PRIMARY CONTACT
BUILDING INSPECTION
Mark McClain, CBO
Building Official/Sr. Building Inspector
Joshua Laupua, CBO
Supervising Building Inspector
Kenneth Cabral, CBO, MCP
Supervising Building Inspector
Mason Vandenberg
Supervising Building Inspector
Craig Weese
Building Inspector II
Robert Hernandez, CBO, MCP
Building Inspector II
Alex Garsia
Building Inspector II
Alec Whitsitt
Building Inspector I
194
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 16 Scope of Work
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, 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
• 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
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 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 constructionrelated 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.
SECTION 5
195
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 17 Key features of our digital plan review service include:
Efficient. Plans are pushed to plan review staff the same day they are received.
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.
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 percent PDF-based with no additional software required to view redlines.
Online Plan Check Status
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.
OSHPD 3 Reviews
Our professional engineers and certified plans examiners are well-versed in performing reviews of OSHPD 3 facilities and have successfully completed OSHPD 3 plan reviews for multiple client agencies.
CASp Plan 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 persons with disabilities. In accordance with current regulations, CSG can provide CASp certified professionals to review plans for accessibility and to facilitate compliance with regulations.
CASp Consultation Services
To facilitate the City’s compliance with current rules and regulations, CSG will provide a CASp certified professional for technical questions and interpretations and to perform accessibility compliance inspections upon request.
Third-Party Plan Review Services
Subject to the Building Official’s approval, CSG can offer comprehensive, cost-effective third-party plan review services to our public agency clients on projects for which applicants may be seeking plan review turnaround times that cannot be readily accommodated by building department staff. Under such third-party agreements, and the agency’s approval, CSG negotiates plan review fees and review schedules directly with the permit applicant, with CSG’s fees paid by the applicant. 196
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 18 PLAN CHECK TURNAROUND TIMES
CSG strives to provide the highest quality and most timely service in the industry. We take pride in maintaining the requested plan 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
(BUSINESS
DAYS)2
RE-CHECK
(BUSINESS
DAYS)2
Residential New Construction (Includes Multi-Family) 10 5 Residential Additions 10 5
Small Residential Remodels 10 5
Commercial New Construction & Large/Complex Projects1 15 10 Commercial Additions 10 5
Agricultural Construction 10 5
Industrial Construction 10 5
Small Commercial Remodels/Tenant Improvements 10 5
Expedited1 5-10 5
EVCS, PV, ESS
Residential EVCS 5 5
Commercial/Multifamily EVCS 5 5
Residential PV + ESS (38.4 kw maximum) 3 3
Residential PV + ESS (38.4 kw or greater) 10 5
Commercial/Multifamily PV + ESS (38.4 kw maximum) 5 5
Commercial/Multifamily PV + ESS (38.4 kw or greater) 10 5 Residential ESS 3 3
Commercial/Multifamily ESS 10-15 5
1Turnaround 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. For a project that is received by CSG after 12:00 PM, the first working day will be the next business day.
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.
197
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 19 AVAILABILITY AND CUSTOMER SERVICE
Plan Review
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 with City staff and project stakeholders or can utilize video conferencing with all parties involved. Additionally, we recognize the value of pre-design consultation with prospective applicants and are available to provide this service. Our designated Project Manager and/or technical staff will be available for consultation and meetings with a reasonable lead time. 198
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 20 BUILDING OFFICIAL SERVICES
CSG’s Building Officials are certified and have extensive building industry experience. They have the proven skills, technical knowledge and a well-rounded approach to performing Building Division administration and providing management oversight and direction to plan reviewers, inspectors, and permit technicians. Our Building Officials are well-known for their consummate customer service skills and successful identification of solutions through innovative problem solving. They can be available full-time or part-time as needed.
CSG’s Building Officials have expertise in providing the following services and can easily adapt to other requests as needed:
• Building Official Administration, including addressing complex Building Code issues, code interpretation, and resolution of inquiries and complaints • Rapidly familiarizing themselves with local code amendments • Applying knowledge of all aspects of the California Building Codes and local amendments • Making determinations on the approval and use of alternative materials and methods • Staying abreast of ongoing changes to applicable state and federal laws through long-standing industry relationships and associations
• Providing technical assistance and educating stakeholders • Building and maintaining relationships with other departments and agencies • Participating in pre-development reviews and providing comments • Processing Planning Commission and Council staff reports • Attending Planning Commission and Council meetings
BUILDING INSPECTION SERVICES
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 and 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.
• Seamlessly integrating into client organizations and consistently enforcing policies and procedures.
• Addressing and resolving inquiries.
• Maintaining records and files.
• Providing all vehicles, fuel, maintenance and other equipment necessary for inspectors to carry out duties.
CSG provides all
vehicles, fuel,
maintenance, and
other equipment
necessary for
inspectors to carry
out duties, with no
additional charges.
199
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 21 CASp Inspection Services
To facilitate the City’s compliance with current rules and regulations, CSG will provide a CASp certified professional for technical questions and interpretations and to perform accessibility compliance inspections upon request with reasonable notice.
OSHPD 3 Inspection Services
CSG offers inspectors who can conduct thorough inspections of OSHPD 3 facilities.
Customer Service & 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.
200
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 22 FIRE PLAN REVIEW
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, 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 clients in performing the requested services and working closely with the development community and public as directed.
Multi-faceted Expertise
CSG furnishes plan review for fire and life safety, fire department access and water supply, wildland urban interface, fire protection systems, and special hazards for all structures with emphasis on the unique needs and requirements of each of our clients. We have expertise in the special requirements and risks associated with industrial and commercial buildings as well as single- and multi-family complexes. All fire plan review and inspection personnel are thoroughly trained in and familiar with jurisdictional processes, working with multiple agency departments, and serving the public.
TURNAROUND TIMES
CSG will ensure that all Fire Life safety duties and follow-up actions will be performed in a timely and responsive manner. If a review is anticipated to take longer than the maximum turnaround timing, CSG will notify the designated representative and negotiate additional time required to ensure an appropriate level of review.
The following are CSG’s proposed turnaround times.
REVIEW TURNAROUND TIME
First Submittal 10 business days
Second Submittal and Subsequent Submittals 5 business days Accelerated Submittal and Subsequent Submittals 5 business days Expedited Plan Check Services
At the City’s request, we can perform plan check services within an accelerated time frame; with fees negotiated between the City and CSG.
FIRE INSPECTION
CSG offers experienced, CSFM/ICC certified inspectors. Typical responsibilities include but are not limited to providing inspection services for fire and life safety systems and construction, and maintaining records and files concerning fire permits and code administration documents. We offer fully integrated, multi-disciplined fire inspection services for residential, commercial, and industrial projects, and are experienced in all construction types. Our inspectors ensure compliance with applicable codes and requirements by identifying code violations, offering solutions to developers, property owners and tenants on potential risks and safety hazards, and by working as a team to correct violations. Our inspection staff easily integrates into client organizations, consistently implementing policies and procedures and remaining transparent to applicants and customers. Specific inspections include, but are not limited to:
• Automatic Fire Sprinkler Systems
• Engineered and Pre-engineered Fire Protection Systems (e.g., kitchen hoods, spray booths, clean agent systems)
• Fire Alarm Systems
• Development Improvements (e.g., fire hydrant and other types of water supply systems, fire department access, underground fire Services)
• Fire Code Maintenance/Life Safety (e.g., permitted sites, public and private schools, State licensed facilities, hotels, motels and apartment complexes)
201
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 23 PLANNING SERVICES
CSG views every assignment and project as an opportunity to build long-lasting, meaningful working relationships with our clients. We ensure a clear line of communication with every client, stakeholder, agency, decisionmaker, and project team member to ensure assignments and projects achieve and exceed expectations.
We are solutions-oriented, focused on teamwork, and maintain a high level of professionalism in everything we do. Our mission is to consistently meet or exceed our client’s expectations in a responsible and efficient manner.
At CSG, we act as project managers in most of our efforts, but we are first and foremost planners. Our goal is to always perform as a “partner planner” for our clients, providing additional support and services to existing agency staff members. CSG’s project managers bring decades of project management experience, implementing best practices, while delivering work products on time and within budget.
A comprehensive approach to project management includes attention to land use planning, economic feasibility, urban design, and the environment. Our project management philosophy is built upon the anticipation of, and preparation for, all issues that may arise throughout the project process. By constantly considering and developing the appropriate process and plan to address political, environmental, social, and design challenges/opportunities, we can better serve the City while delivering the highest quality product. Our management team of senior professionals will work in close partnership with City staff to ensure continuous coordination of our proposed services. They will assist the City in determining planning and environmental review requirements with support from additional CSG planners and technical staff that allow our team to provide a wide range of services in a cost-effective manner.
With each assignment, we assemble our CSG team and partner with technical subconsultants most appropriate and experienced for the required analysis. Our Planning and Environmental Planning team has working relationships with technical experts spanning a myriad of issue areas. These relationships assure continuity and the understanding of expectations for concise writing styles, analysis, documentation, and time management. In addition, upon initiation of a project, each team member along with the subconsultant team will be provided with the agreed upon scope of work, project schedule and budget, and will attend project initiation meetings, as needed. CSG’s Project Manager will serve as the main point of contact, ensuring a consistent flow of information between City staff, CSG, and subconsultants.
CURRENT & ADVANCED PLANNING
At CSG we believe that changing environmental conditions, increased need for housing, diminishing raw land inventory, complex mobility issues, urban infill opportunities, and economic feasibility are all becoming pivotal factors driving projects and the future of development. Our team fuses thoughtful creativity with function, practicality with aesthetics, and connecting places with people.
CSG's approach to current and long-range planning is to “dig in” and become familiar with the City’s General Plan, Zoning Code, other development process resources, ongoing projects, and development trends so that we may best assist the City. Our staff planners perform planning activities, such as (but not limited to):
• Analyzing a project’s compliance with the City’s plans, policies, and regulations. Our staff is familiar with conducting site plan review, plan checks, and design review; historic review, evaluating Tentative Maps, development permits, conditional use permits, and other permits; and conducting General Plan and zoning amendments
• Reviewing and processing both ministerial and discretionary applications • Providing plan check services for over-the-counter and planning entitled projects • Researching, compiling, and analyzing social, economic, environmental, and associated data • Preparing the necessary long-range planning documents and amendments • Meeting with developers, their consultants and other project proponents, such as property owners and other interested groups. We recognize that these are important groups and individuals to any project 202
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 24 • Providing public counter services, including but not limited to, answering general questions and processing Zoning Clearances, Accessory Dwelling Unit Zone Clearances, Temporary Use Permits, Home Occupation Permits, and/or Short-Term Rentals permits
Members of our staff are actively working in a variety of methods both hybrid and full-time in agency offices, holding regular office hours, and answering public inquiries by email, mail, or telephone, whichever schedule the client wishes. Our staff are available to attend community meetings and present at public hearings; prepare staff reports, resolutions, ordinances; and prepare in-person and/or electronic presentations.
CSG staff also has knowledge and experience in providing affordable housing support, preparing and administering grants, preparing parking studies, performing fiscal and economic analyses, as well as providing Geographic GIS assistance.
CURRENT PLANNING
CSG’s Planning team provides contract staff support, entitlement services, and project management for a variety of types of projects. We excel at interfacing with public agencies and elected officials, tackling a wide range of current planning issues, and serving as case planners, applicant liaisons, or even assisting the public at the counter. Our staff planners perform daily planning activities, including (but not limited to):
• Zoning review and compliance
• Project entitlement services
• Subdivision Map Act compliance
• Site plan review and design review
• Plan check
• Construction inspection services based on approved plans and conditions of approval • Other services as needed
Our planning staff also serve as an extension of City staff, preparing staff reports, ordinances, resolutions, and making presentations to Zoning Hearing Administrators, Design Review Boards, Planning Commissions, City Councils or Boards of Supervisors.
ADVANCED PLANNING
CSG’s planners are well versed in the creation and management of long-range policy documents, and assist communities with community engagement, visioning, goal setting and implementation, as well as project coordination for applicants and their consultant teams. Our team has prepared General Plans, Specific Plans as well as Community and Area Plans, Climate Action and Adaptation Plans, Design Guidelines, Zoning Code updates, and Economic Development Plans.
203
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 25 ENVIRONMENTAL SERVICES
CSG has the environmental staff resources to manage and prepare clear, concise, and legally defensible environmental documents under the California Environmental Quality Act (CEQA) and the National Environmental Policy Act (NEPA) for projects of all types, including development, infrastructure improvements, ecological enhancements, and policy adoption documents, such as General Plans and Specific Plans. CSG will serve as an extension of City staff to ensure that the entire environmental review process is conducted in a comprehensive manner. Our objective is to provide premium services to our clients, along with highly accurate technical documentation and impact determinations.
We can assist the City with recommendations and scoping for the appropriate CEQA and NEPA documentation and, should an EIR be the determined clearance, CSG can lead the preparation of response to comments and any required findings of facts/statement of overriding considerations. We are also ready to assist the City with project stakeholder coordination, filing of public notices (including electronic filing with the State Clearinghouse), participation in public hearings, peer review of technical studies, and complete project management services throughout the environmental review process.
Our range of types of CEQA studies includes (but is not limited to):
• Categorical Exemptions,
• Initial Studies (with all applicable technical reports to support an adequate determination), • Negative Declarations,
• Mitigated Negative Declarations,
• Environmental Impact Reports (EIRs),
• Project/Program/Focused/Supplemental/Subsequent EIRs, • Addendum to previously approved and certified environmental analyses, • Consistency checklists,
• Mitigation monitoring programs,
• All notices required per CEQA such as Notices of Intent/Preparation/Determination, and • Providing peer review of CEQA documents prepared by project applicants.
Approach to Environmental Planning
CSG planners are environmental stewards for our natural and built environments. CSG’s approach to environmental documentation is to understand and analyze each project based on the pertinent environmental issues. CSG’s methods emphasize technically solid, impartial analysis, and active management to keep projects on schedule and within budget. Our approach entails an efficient process to ensure that studies are comprehensive, objective, technically accurate, and complete, while maintaining a focus on the schedule established for review. Our management style includes consistent and regular interaction and communication between staff, the CSG team, and other interested/responsible governmental agencies and parties, as appropriate, allowing for frequent exchange of information without loss of time or resources. We pride ourselves on our ability to turn products around quickly and effectively without sacrificing quality and accuracy.
If it is determined the project is not exempt, CSG then proceeds with the preparation of an Initial Study pursuant to Appendix G of the CEQA Guidelines in consultation with the City. The Initial Study provides a screening and threshold review for each topical area to confirm and proceed with the appropriate CEQA clearance review. CSG also considers recent legislation and court decisions pertaining to environmental review, along with City requirements. Additionally, and more specifically, we embrace the following steps in the review process:
• Establish a communications protocol and technical leads, including subconsultants and other key team members to ensure project critical information is efficiently and accurately conveyed across the team • Ensure roles/responsibilities are clear for efficient management of assignments and quality control of services and deliverables
• Determine key project description details with the City early to facilitate accurate and consistent reviews and analysis
• Agree on the initial project schedule and budget and a protocol for updating status during project phases
204
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 26 • Verify that the technical approach/scope of services, as conveyed in the proposal, meets City’s expectations following completion of the Project Description • Collaborate upfront with the City on standard templates for project deliverables, including peer review technical memoranda and CEQA document components
Developing Project Descriptions and Context. We understand the importance of confirming the Project Description as early in the process as possible to ensure consistency between technical documents and avoid the need to redo analyses. CSG can assist City staff in determining the information required to proceed with the environmental review. We also have proven strategies to move forward with environmental review when there are unknowns, or a project design requires flexibility. For example, when there are different scenarios a project might implement, we can determine the most conservative scenario, so that each scheme is covered by the environmental review.
Conducting Preliminary Environmental Compliance Review. As part of scoping, we complete a comprehensive review of a project to determine whether it is exempt from environmental review. For example, our understanding is the City anticipates new housing, retail, employment, and infrastructure projects stemming from the recent adoption of the 2040 General Plan. There may be an opportunity to streamline the environmental review of such projects utilizing Public Resources Code Section 21083 and CEQA Guidelines Section 15168, which states that later activities may be found within the scope of a certified Program EIR, and no further environmental documents would be required. Additionally, projects may be subject to review under Section 15183, Projects Consistent with a Community Plan or Zoning. CSG is available to meet with City staff to discuss a specific project and confirm whether any exemptions would apply; we can prepare the required documentation to demonstrate such activities would be exempt from CEQA.
Preparing Initial Studies. If it is determined that a project is not exempt, CSG could then proceed with the preparation of an Initial Study pursuant to Appendix G of the CEQA Guidelines. The Initial Study provides a screening and threshold review for each topical area to confirm the appropriate CEQA clearance. An Initial Study is the common supporting review documentation for a (mitigated) negative declaration determination. In certain circumstances, we know that a project will result in significant impacts, requiring the preparation of an EIR. In these cases, to save time and reduce costs, we may recommend the preparation of an EIR without an Initial Study. However, in cases where an EIR will be required, it may be beneficial to prepare an Initial Study to help focus the EIR on the potentially significant impacts. CSG can assist the City in making this determination on a project-by-project basis.
Preparing EIRs. When there is substantial evidence that a proposed project or action may result in potentially significant impacts on the environment, CSG possesses the technical capabilities and expertise to assist our agency clients in preparing an EIR, including, but not limited to:
• Defining the project description,
• Identifying stakeholders and affected agencies,
• Maintaining the administrative record,
• Preparing and distributing the notice of preparation for a 30-day review, • Conducting a scoping meeting,
• Preparing supporting technical reports and Administrative Draft EIR for internal review, • Preparing and circulating the Public Review Draft EIR for a 45-day review period, • Drafting responses to comments,
• Preparing the Final EIR and Mitigation Monitoring and Reporting Program Leveraging Knowledge of Local, State, and Federal Regulations. CSG commonly works with regulatory agencies throughout the environmental process and during the regulatory permitting phase of a project to identify, discuss, and resolve key issues. We have professional working relationships with local, State, and Federal agency staff and can facilitate discussions and meetings as needed. Specifically, these relationships include, but are not limited to: Caltrans, California Department of Fish and Wildlife, the Regional Water Quality Control Boards, California Housing and Community Development, and the Army Corps of Engineers.
Public Input Processes and Dissemination of Information. Given our unique background providing comprehensive municipal services, we have ample experience interfacing with the public and have a deep 205
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 27 understanding of the public input process and challenges that can arise. CSG can collaborate with the City in preparing community outreach plans that include ongoing public engagement opportunities, and we can attend public hearings and meetings to address questions on the City’s behalf and/or present our conclusions to the decision-making body.
Ensuring Compliance with Processing and Legal Requirements. The CSG team has prepared CEQA documentation for controversial projects, and we have an exemplary record of legal defensibility for the documentation we prepare. Our documents contain thorough environmental analysis and provide clear documentation for all research contacts and data sources, which reduces the potential for successful legal challenges; we can also assist the City in preparing the administrative record. We keep abreast of regulatory updates and court decisions, which are then incorporated into our environmental analysis, as appropriate.
Peer Review. CSG is available to peer review projects plans, supporting technical documents, and the entire array of environmental documents, including Initial Studies, MNDs, and EIRs. Our peer review includes confirming the adequacy of underlying assumptions, methodologies, modeling, and a technical sufficiency review of the overall document. We then provide written comments providing clear direction on revisions to plans, reports, documents, and studies to ensure they are technically accurate, adequately analyze project impacts, and meet the requirements of CEQA and NEPA.
Quality Assurance/Control. CSG is committed to providing high quality documentation that engenders client satisfaction, meets the needs of the project, and withstands legal scrutiny. Therefore, a critical part of our delivery of technically sound and legally defensible environmental documents includes conducting in-house QA/QC reviews concurrently with the preparation of documents. Our approach to providing quality, technically sound, and legally defensible reports includes the following steps: we assign staff members who have the appropriate technical expertise to complete the work; all work products are prepared with oversight and reviewed by an assigned technical lead; upon completion of the first internal draft of a document, it is reviewed by the project manager for consistency with the project description, compliance with the approved scope of work, and technical accuracy. Once the work product has been revised and updated to the satisfaction of the project manager, it is sent to our technical editor for review of grammar, proper nomenclature, references, and methodologic consistency. The last step before the document is submitted to the City is a thorough and complete word processing review that produces a correctly formatted document, with accurate references to tables, exhibits, appendices, and the table of contents. Only then is a document submitted to the City for review. 206
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 28 ENGINEERING SERVICES
Plan checking for new or redevelopment projects form a large part of CSG’s services. CSG has been providing plan check, exclusively to local municipalities, since the firm’s inception in 1991. Our success in maintaining ongoing relationships with our clients in a highly competitive environment is due to our ability to understand needs and priorities and partner with them in achieving their goals. We understand that our clientele includes not just public agencies but also the development community seeking to process applications through those agencies. We also understand that many development applications are important to public agencies due to the economic and quality of life benefits that those projects bring to the communities. Our reviews may be limited to certain aspects of the site design or may be comprehensive as directed by the City.
On-Site Plan Review
Typical engineering reviews for private development projects, such as commercial, mixed-use, and residential developments generally include the following:
• Evaluation of required studies, such as hydrology and hydraulics reports • Review of on-site rough grading plans, if any
• Review of on-site precise grading and drainage plans, utility plans, and any other plan required by the City to be included in the permitting package
• Review of Stormwater Control Plan (SCP) and Performance Requirement Checklists under the Phase II Small MS4 Permit and Central Coast RWQCB will include review for the appropriate site design and runoff reduction measures, water quality treatment, runoff retention and peak management. • Review of the Stormwater Control Plan (SCP) will include review of Regulated Projects under the Phase II Permit including review of the stormwater control measure sizing, and hydraulic analysis for appropriate infiltration testing biofiltration capacity and treatment volume in line with the Guidance Manual.
• Review of site design, grading, and associated elements for conformance with the project soils report and confirmation of recommendations will be included on the plans. • Project Site Boundary conditions will be evaluated to maintain continuity with surrounding properties and maintain existing drainage patterns
• Review of associated off-site improvement plans (if any).
Off-Site and Public Improvements Plan Review
Engineering reviews of off-site and public improvements, such as street and utility improvements, generally include the following:
• Review of plans and profiles for street and utilities • Review of existing conditions, including subsurface utilities and right-of-way analysis • Analysis of utility conflicts
• Perform or evaluate required studies, such as hydrology and hydraulics reports, and capacity studies
• Ensure ADA compliance for pedestrian routes
• Conformance check with all City standards and design criteria • Conformance check with infrastructure and any existing Master Plans.
Civil Plan Review Approach
• Each plan review will consist of a complete red-lined set of drawings and any accompanying reports, together with a comment letter. The reviewed documents and letter will be returned to the City. At the City’s discretion, the comment letter and red-lined documents may be submitted electronically to the design consultant to expedite the review process. • CSG is available to meet with the applicant/representative and City staff to review comments or to delineate the standards which are not being met, in order to facilitate timely completion of the review and meeting the maximum goal of two plan checks. 207
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 29 • Confirm that the developer has obtained necessary permits or approvals from other public agencies when needed.
• Review and recommend approval of engineering bond estimates and subdivision guarantees. Assist the staff in preparing subdivision improvement agreements, other agreements (including stormwater treatment measure and landscape maintenance agreements), and staff reports.
• Meet with developers, consultants, and other agencies on behalf of staff, as requested.
Digital Plan Review
CSG has been performing digital plan reviews with various municipalities including the Cities of San Leandro, Mountain View, Rohnert Park, Belmont, San Mateo, Pacifica, and San Carlos. Reviews have been performed utilizing Bluebeam or Bluebeam Studio for instant collaboration with various other departments.
Staffing
• All plan reviews will be conducted by a State of California licensed civil engineer or under the supervision of a licensed civil engineer.
• Each project review is assigned to a plan reviewer with oversight by the main point of contact. The assigned plan reviewer will be committed to the project and will furnish all subsequent reviews for the project. It is the goal of CSG Consultants to provide, when practical, a cradle-to-grave approach for project review, where the same review team is assigned to the project from start to finish, including construction inspections.
• Provide specialized qualified licensed engineers to assist in any structural reviews, for any of the assigned projects.
• The review team will be available for applicant inquiries or conferences during normal business hours, Monday through Friday, from 8:00 AM through 5:00 PM. Web conferences, fax, and conference calls are optional forms of communications between the Consultant and City staff.
CITY SURVEYOR & MAP REVIEW SERVICES
The traditional role of the City Surveyor is to ensure that maps, legal descriptions, and plats prepared for private developments or public projects are technically correct. However, more often than not, the City Surveyor also routinely ensures that the documents are comprehensive of City requirements and completed in accordance with the California Subdivision Map Act and local ordinances and are in substantial conformance with the approved entitlement
application (traditionally the functions of
the City Engineer). The City Surveyor’s
functions can vary, but typically include
evaluating the documents submitted by
applicants for completeness, reviewing and
providing written comments and ‘redlines’,
and signing final documents/certificates or
mylar prints of subdivision maps once
approved. When complicated or unusual
circumstances arise, the City Surveyor often
meets with and advises the City Engineer,
the City Attorney, and/or private applicants
and their surveyor.
On rare occasions, the City surveyor may
also be directed to set street monuments not set by private development surveyors or accidentally removed during public construction projects.
208
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 30 Detailed Scope of Work
CSG will review Final/Tract and Parcel Maps, Amending Maps, Certificates of Correction, Street Dedications and Public Easement Grants (Plats/Legal Descriptions), Lot Line Adjustments and Lot Mergers (Plats/Legal descriptions, and complete certificates), or other documents for compliance and conformance with the following:
• Approved Tentative Map (if any)
• Conditions of Approval (if any)
• The California Subdivision Map Act
• The Professional Land Surveyor’s Act
• Industry Standards and Local Practice
• Title information for the property, including existing easements and any other relevant land encumbrances, based on information contained in a preliminary title report (PTR) and record documents to be furnished by the applicant (a hyperlinked PTR typically works best) • Survey and miscellaneous information presented on parent record maps and deeds of the subject and adjacent properties
• The Project Improvement Plans and other documents, when conformance review is included in our scope of work.
In conjunction with each review, CSG performs the following:
• Review of closure calculations
• Review, seal and sign final mylar copies of subdivision maps or sign various certificates for technical correctness (as Acting City Surveyor or Technical Reviewer) • Preparation of Staff Report(s) for City Council approval, if required • Preparation of Lot Line Adjustment and Lot Merger certificates • Preparation of Certificates of Compliance (including review of the Chain of Title for the parcel in question, and preparation of a technical memorandum describing our findings).
Mapping Review Approach
New map submittals will be coordinated with the proposed project manager. At the time of new submittals, the applicant may decide to meet with the City and CSG’s project manager via Zoom or Microsoft (MS) Teams, or in person, to briefly present the project and discuss any challenges.
Upon receipt of the submittal package, CSG will perform a cursory review to determine if the submittal is complete or let the applicant know if additional documents are needed for the review. The documents required to initiate a mapping review consist of the following (minimum):
Final or Parcel Map (or plat & legal description) in a PDF format A hyperlinked Preliminary Title Report, dated within 60 days Closure Calculations
Any other record document used in the preparation of the new map or plat and legal description that is not readily available via the hyperlinked Title Report Depending on the City’s preference and project timeline, we may require missing documents immediately or address the matter in the form of a general comment with the first review.
Under the direct supervision of Ms. Truong, map reviews are typically completed by our team within ten (10) to fifteen (15) working days after receipt of a complete submittal package. Redlined documents and written comments are prepared for each review and are returned electronically via email. Subsequent submittals are typically reviewed within five (5) working days, but additional review time may be requested depending on project size, complexity, and applicant responsiveness to the first review. Conversely, expedited plan reviews may be performed upon request in certain cases.
209
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 31 Following each review, CSG is available to meet with City staff and/or applicants to discuss comments via Zoom, MS Teams, or by conference call. Our staff is always available to meet with applicants to discuss concerns and explain comments, at any stage of the review process.
When hard copies and packages are required to be transmitted to CSG staff (such as final mylar prints), they should be couriered or mailed to CSG’s Foster City office for final review, signature, and scanning. In addition to Ms. Truong, four (4) licensed Land Surveyors and ample additional map checkers are readily available to deal with any fluctuating workload.
Technology & Resources
CSG staff are trained in the latest technologies available for mapping review work.
The following methods are employed daily at CSG:
Bluebeam Revu Our staff utilizes the latest version of Bluebeam Revu for digital map and plan review.
Of particular note is the software’s ability to quickly compare two similar documents, particularly near approval, to ensure no additional unapproved changes are made.
ParcelQuest CSG subscribes to this web-based application to quickly pull publicly available data such as Owner names, addresses, APNs and APN maps from the regional Assessor’s Office database.
Monterey County GIS Our staff is familiar with all facets and uses of the County’s Parcel Report Web App for obtaining land and property information, including APN Maps.
210
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 32 Typical Turnaround Times
TYPE TIME FRAME
Pre-application entitlement review
Review application material in advance of requested
meetings; complete formal comments and submit to
Planning within one week of meeting
Review Tentative Map Application or Other
Entitlement Package Fifteen (15) working days
Prepare Conditions of Approval
Prepare within one week of request by Planning, or within reasonable shorter time frame if needed to meet hearing date
On-Site Development Plans Set and Studies
Improvement Plans (road & utility
infrastructure)
(1st Review)
Ten to Fifteen (10-15) working days
On-Site Development Plan Set and Studies
Improvement Plans (road & utility
infrastructure)
(Each Subsequent Review)
Five to Ten (5-10) working days
Final/Tract Maps (1st Review) Ten to Fifteen (10-15) working days* Final/Tract Maps (Each Subsequent Review) Five to Ten (5-10) working days Parcel Maps (1st Review) Ten (10) working days*
Parcel Maps (Each Subsequent Review) Five to seven (5-7) working days Plat(s) and Legal Description(s) Review (for Lot
Mergers, Lot Line Adjustments, or other
Documents requiring a Plat and Legal
Description)
Five to Ten (5-10) working days for each submittal*
Preparation of Certificates of Lot Line
Adjustment/Lot Mergers Five to seven (5-7) working days Lot Legality Analysis (for issuance of a
Certificate of Compliance)
Fifteen (15) working days upon receipt of a complete
Chain of Title
Issuance of a Certificate of Compliance Ten (10) working days from approval of Plat and Legal Description
All other mapping documents (1st Review) Ten (10) working days All other mapping documents (Each
Subsequent Review) Five (5) working days
*Turnaround time is initiated upon receipt of a complete submittal package 211
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 33 OPTIONAL AS-NEEDED SERVICES: CODE ENFORCEMENT
Code enforcement activities are a crucial service to ensure not only public health and safety, but also to enhance economic development throughout a community. Blighted conditions such as graffiti on public and private properties, illegal dumping, vacant lots, overgrown vegetation, deteriorated building exteriors, missing or broken windows and screens, foreclosures, illegal signs, and inoperable vehicles all contribute to a community’s negatively to its image and deterioration. Municipal Code standards are enforced to ensure that communities remain attractive, inviting, and safe. Well-kept communities help to maintain or increase values, discourage crime, encourage quality development while preserving the overall quality of life in the community. And supportive education of community members plays an essential role in a jurisdiction’s ability to self-regulate and reduce program demand.
As consultants, CSG and its Code Enforcement Officers are driven to provide a high standard of performance and program delivery. CSG staff are highly skilled, experienced, culturally sensitive, and possess various certifications such as PC 832, California Association of Code Enforcement Officers (CACEO) or equivalent. In addition, their computer literacy includes familiarity with Central Square (TrakIt), Accela, iWorQ, Tyler, Microsoft Office programs (Word, Outlook, and Excel), and other current code enforcement databases or supportive platforms.
As part of their normal duties, CSG officers enforce state/local laws; issue Administrative Citations; author reports, can testify at hearings, and perform other duties as may be required. CSG has Code Enforcement Officers who are bilingual in Spanish, who can be assigned to meet the City’s needs. While each officer has their own background and style, to be successful in their duties, all CSG team members are articulate, coachable, driven, effective, and relatable.
CODE ENFORCEMENT SERVICES
CSG has and continues to provide Code Enforcement Officers to a wide variety of jurisdictions throughout the state. Our work has included inspections, investigative work, and enforcement to ensure public health and safety, including responsive calls for service, various forms of documentation, preparing and processing of all needed correspondences, providing accurate records, and follow up with stakeholders. Our highly qualified staff also interpret, and enforce provisions of the Municipal Code, including the Zoning, Housing, Building, Nuisance and Property Maintenance codes, along with state and other local codes. We have also provided council presentations and updates supporting the impactful work delivered within those communities.
CSG’s Code Enforcement Officers work to identify code violations and engage stakeholders and responsible parties to correct code violations consistent with municipal and state codes tailored to the specific needs of the agency.
Examples of codes and ordinances enforced include:
• Zoning codes
• Building codes
• Housing codes
• Public nuisance codes
• State health & safety codes
• Property Maintenance
• Special concerns such as noise abatement issues, business licensing and permits, work and safety regulations, short term rental enforcement, massage, and human trafficking, and marijuana dispensaries
Our Code Enforcement Officers have extensive experience and skills in the following key areas:
• Bringing flexibility and transferable knowledge from various jurisdictions • Being team oriented and communicating with staff and partner agencies 212
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 34 • Interfacing and working collaboratively within communities • Meeting with property owners and guiding them in the pathway obtain compliance • Providing respectful and thorough site inspections
• Educating the public and stakeholders regarding the regulations and due process • Providing proper documentation
• Operating within the legal framework of the jurisdiction and industry • Communicating and encouraging individuals towards voluntary compliance • Drafting and issuance of required documents and processes • Preparing administrative remedies including issuing notices of violations and citations • Conducting administrative hearings with an Administrative Hearing Officer • Preparing program updates and staff reports, as well as committee and City Council presentations • Coordination of activities with multiple departments including Building, Planning, Community Development, Police and City Attorneys
• Providing information on municipal regulations to property owners, residents, businesses, and the public, as well as for agency departments
• Performing license and permit application review and processing • Maintaining records of inspections using online databases such as Infor, Trakit, Accela, and Citizenserve
• Providing code enforcement program review and analysis Although a majority of our results are gained by voluntary compliance, our services include a full range of code enforcement activities, including:
• Managing administrative abatements and receiverships
• Testifying on behalf of clients in administrative hearings and court proceedings • Facilitating settlement agreements
• Recommending changes or updates to the code
In addition, CSG can review existing code enforcement programs to look for efficiencies and help establish appropriate policies and procedures to facilitate the mission of the code enforcement unit.
HOUSING INSPECTIONS
Upon request, CSG will conduct inspections in response to complaints about substandard housing consistent with Health and Safety Code Section 17900. Services could include contacting property owners and tenants, conducting inspections, documenting violations, and monitoring repairs.
CODE ENFORCEMENT SUPERVISION
CSG can provide interim staffing to oversee an agency’s code enforcement personnel and day-to-day activities ensuring, for example, that procedures are followed, caseloads are managed effectively and that code enforcement officers work fairly and consistently with property owners and reporting parties. Our personnel are adept at serving as liaisons for code enforcement units when interacting with members of other departments. CSG Code Enforcement Managers may be called upon to attend department meetings, committee meetings and City Council meetings as a code enforcement program progresses. They can also be available to assist code enforcement officers, law enforcement and other City staff as well as representatives of other agencies on field visits when needed.
DANGEROUS BUILDINGS AND PUBLIC NUISANCES
CSG will assist the City in administering the Uniform Code for the Abatement of Dangerous Buildings and Nuisance Chapter of the Municipal Code, including the following services:
• Conduct preliminary investigations of conditions of property and make initial contact with tenants and property owners as appropriate
• Prepare courtesy notices and warning letters as appropriate • Conduct inspections and prepare documentation of violations 213
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 35 • Prepare inspection warrants if necessary in order to gain access to conduct inspections • Prepare “Compliance Orders” and “Notice and Orders”
• Organize appeal hearings if needed
• Conduct follow-up inspections to monitor compliance with “Compliance Orders” and “Notice and Orders” • Provide support to legal counsel including preparation of declarations and documentation suitable for submission to Court
• Make Court appearances as necessary
• Prepare documentation for recovery of costs through administrative penalties and recordation of liens • Appearing as expert witnesses
HEARING OFFICER SERVICES
If requested, CSG will assist the City with an on-call or designated Administrative Hearing Officer providing the following services:
• Conducting Administrative Hearings: CSG’s Hearing Officer will preside over administrative hearings and ensure proper conduct during proceedings. CSG’s Hearing Officer will hear all parties and review relevant evidence to determine an unbiased decision and/or recommendation based on the facts presented
• Management of Procedural Issues: This includes ruling on motions, written appeals, and other related evidence. CSG’s Hearing Officer also has the authority to administer oaths, receive testimony, and is committed to upholding due process while facilitating an impartial environment where all parties can fairly present their case
• Records Management: CSG’s Hearing Officer will maintain detailed records of all proceedings, compiling all pertinent documents and evidence. Additionally, a transcript of the proceedings can be provided upon request
• Issuing Decisions: After careful review of the evidence, information, and arguments presented during hearings, CSG’s Hearing Officer will issue a written decision detailing the findings and a subsequent order and/or remedy to be executed
214
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 36 OPTIONAL AS-NEEDED SERVICES: DEPARTMENT ADMINISTRATION Training for City Staff and/or Applicants on Code Updates and Review Processes:
CSG’s staff is actively engaged with ICC, CALBO, and multiple ICC Chapters, staying at the forefront of legislative bill tracking and implementation. When a bill passes, we ensure our client agencies remain compliant. Our involvement also extends to understanding surrounding jurisdictions, fostering consistency and collaboration in code compliance to facilitate a streamlined process.
Development of Permit Fee Schedules, Permit Software Configuration, and Online Permitting Processes:
CSG brings extensive experience and expertise in permit workflows, providing valuable recommendations throughout the administrative code compliance process from start to finish. Our goal is not only to ensure code compliance, but also to create a smooth, user-friendly, and positive experience for applicants. We prioritize accurate document control, ensuring all legal documents meet the requirements of reporting agencies, including assessors’ offices.
Additionally, we have in-depth knowledge of handouts, forms, and applications that align with code and signature requirements, making it easier for applicants to navigate their projects. Our GreenVue software enhances digital compliance, allowing applicants to track their project’s progress in real time for a seamless and transparent experience. Having provided services to client agencies throughout California, CSG’s staff has become adept at using a variety of software systems, including TRAKit, SIRE, and Bluebeam.
CSG provides essential information to ensure the community and applicants have everything they need readily available on the Building Department webpage. From building permit
applications to sample handouts and project-specific details, we help streamline the process, promote code compliance, and support the development of a cohesive and well-planned community.
A recent, notable example of CSG providing this service is for the City of Mountain House. As one of the fastest growing areas in California, Mountain House’s transition to Cityhood occurred on July 1, 2024. CSG was selected to help establish and support the new City’s building department, which
required considerable planning and coordination in advance of their incorporation to assure the department was fully functional by July 1st. Several months prior, CSG staff worked alongside City staff to establish the Building Department—creating necessary forms, documents, software implementation (GreenVue), fee development (in conjunction with the City’s fee consultant), development of policies and procedures (working with the City and City Attorney), and assisting with the setting up of the physical Building Department in the provided City space.
Additionally, CSG’s IT staff, with direction and insights from CSG’s building staff, developed a new Building Department website that is used by applicants today. This user-friendly, intuitive, and informative webpage has helped the City streamline new permit applications, while allowing applicants to view and stay up to date on the status of current projects. CSG assisted in the creation of both the Building Department webpage and the City’s Electronic Permitting System for applicants, both of which can be viewed by following the links below:
Building Webpage: Building | City of Mountain
House
GreenVue Permit Portal: Digital Permit Suite - Login
215
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 37 Cost Proposal and Fee Schedule
CSG’s fee schedule is provided below for the requested services.
PERSONNEL / REVIEW TYPE ALL INCLUSIVE FEE / HOURLY RATE Building Plan Review by Percentage
Full Building Plan Review by Percentage 65% of Agency’s Building Plan Check Fees Structural Only Plan Review by Percentage 50% of Agency’s Building Plan Check Fees Expedited Plan Review by Percentage 95% of Agency’s Building Plan Check Fees Minimum Per Plan Review (Except for Residential Solar) $250 Building Plan Review Hourly Rates (Minimum 1-Hour Per Submittal) Building Plan Review $135
Structural Only Plan Review $170
CASp Plan Review/Consultation $166
Residential Rooftop/Ground-Mounted Solar Energy Systems 1-hour minimum Expedited Plan Review/Overtime (Hourly) 1.5 x Hourly Rate Building Department Services
Permit Technician (Remote/On-Site) $80/$95
Senior Permit Technician (Remote/On-Site) $90/$110
CASp Inspection $166
Building Inspector $110
Combination Building Inspector $135
Deputy Building Official $150
Building Official $170
Building Department Special Projects* $160
Administration/Plan Processing* $85-$150
Fire Prevention Services
Fire Plan Review $150
Expedited Plan Review (Hourly) 1.5 x Hourly Rate
Fire Inspections $150
Fire Marshal $175
Planning and Environmental Services
Planning Director $250
Planning Manager $240
Principal Planner $235
Senior Planner $210
Associate Planner $175
Assistant Planner $155
Planning Technician $100
Principal-in-Charge $280
Sustainability Programs Manager $220
Sustainability Programs Analyst $190
SECTION 6
216
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 38 Environmental Planning Director $280
Senior Environmental Planner $230
Associate Environmental Planner $190
Assistant Environmental Planner $160
GIS Technician $100
GIS Analyst $120
GIS Manager $220
Document Publications Specialist $125
Engineering Services
Administrative Assistant $105
Engineering Intern $130
Assistant Engineer $175
Associate Engineer $205
Structural Engineer $245
Associate Surveyor $200
Senior Engineer $225
Senior Land Surveyor $225
Senior Structural Engineer $260
Principal Engineer $270
Senior Principal Engineer $295
Two-Person Survey Crew $410
Assistant Project Manager $175
Project Manager $220
Senior Project Manager $250
Office Engineer $180
Construction Inspector $190
Senior Construction Inspector $210
Assistant Resident Engineer $210
Resident Engineer/Construction Manager $265
Structural Representative $265
Senior Construction Manager $315
Code Enforcement Services
Code Enforcement Manager $215
Administrative Hearing Officer $190
Code Enforcement Supervisor $180
Senior Code Enforcement Officer $170
Code Enforcement Officer II $140
Code Enforcement Officer I $115
Overtime Rate (in excess of 8 hours per day) 1.5 x Hourly Rate 217
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 39 TERMS & CONDITIONS
• On each anniversary of the contract start date, the Contractor will initiate a rate increase based on the change in CPI-U for the applicable region.
• 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.
• Minimum percentage plan review fee per project excludes Solar, ESS, or EVCS reviews. • 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.
• Should the scope of work change or circumstances develop which necessitate special handling, CSG will notify the agency prior to proceeding.
• Overtime/services provided outside of normal business hours will be billed at 1.5x the applicable hourly rate.
• Services provided on weekends will be billed a 2x the applicable hourly rate. • Fire inspection time includes travel to and from site from CSG’s regional office • Hourly rates for publicly funded projects will be based on current prevailing wage rates. • On July 1 or the anniversary of the contract start year, CSG will initiate an hourly rate increase based on change in CPI for the applicable region.
• 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. • 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.
• 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.
*Building Department Special Projects may include developing and establishing the following: building department workflows and relationships with other internal agency departments, building permit code requirements, inspector and permit technician responsibilities, criteria for over-the-counter plan review and out-to-plan check projects, transmittals and routing processes, Building Department handouts for different project types; and may include other duties as assigned by the agency. *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.
218
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 40 Conflict of Interest Statement
CSG has no past, present, or potential direct or indirect conflicts of interest that would impact the outcome of this contract. We work exclusively with public agencies to avoid potential conflicts of interest.
SECTION 7
219
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 41 Comments/Requested Changes to Contract
CITY’S STANDARD PROFESSIONAL SERVICES CONTRACT
Contract Section Original Language Comments/Proposed Changes Section 2, 2nd
paragraph
Consequently, the parties further agree
that compensation hereunder is intended
to include the costs of contributions to any
pension and/or annuities to which
Consultant and its employees, agents, and
subcontractors may be eligible.
Change:
Consequently, the parties further agree
that compensation hereunder is intended
to include the costs of contributions to any
retirement and/or annuities to which
Consultant and its employees, agents, and
subcontractors may be eligible.
Reason:
CSG does not have a pension account and is
not eligible to participate in government
funded pension programs. Therefore,
“pension” is not applicable to CSG.
Section 2, 1.5
Hourly Fees.
Add:
On each anniversary of the contract start
date, the Contractor will initiate a rate
increase based on the change in CPI-U for
the applicable region.
Section 5: Remove:
Notwithstanding the forgoing, to the extent
this Agreement is a “construction contract”
as defined by California Civil Code Section
2782, as may be amended from time to
time, such duties of consultant to
indemnify shall not apply when to do so
would be prohibited by California Civil Code
Section 2782.
Reason:
From the RFP, it looks like a staff
augmentation and not a construction
contract.
Section 8.
1.1 Termination
City may cancel this Agreement at any time
and without cause upon written
notification to Consultant.
Consultant may cancel this Agreement
upon 60 days’ written notice to City and
shall include in such notice the reasons for
cancellation.
Change to
Either party may terminate this agreement
upon 60 days’ written notice and shall
include in such notice the reasons for
cancellation.
Reason:
Mutual fair treatment
Section 9
1.1 Records
Created as Part of
Consultant’s
Performance
It is understood and agreed that the
documents and other materials, including
but not limited to those described above,
prepared pursuant to this Agreement are
prepared specifically for the City and are
not necessarily suitable for any future or
other use.
Change:
It is understood and agreed that the
documents and other materials, including
but not limited to those described above,
prepared pursuant to this Agreement are
prepared specifically for the City and are
not necessarily suitable for any future or
other use by either party.
SECTION 8
220
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 42 References
Our track record of success with our clients is outstanding and we encourage you to contact our references with any questions or clarification you might require. The following is a partial list of references for which CSG has provided similar services as those requested by the City:
City of Monterey
Lori Williamson
Chief Building Official
580 Pacific Street
Monterey, CA 93940
(831) 646-5642
[email protected]
Building Plan Review & Inspection
2012-Ongoing
City of Los Banos
Stacy Elms
Community/Economic Development Director
545 J Street
Los Banos, CA 93635
(209) 827-2433
[email protected]
Building & Fire Plan Review, Inspection,
Code Enforcement, Staff Aug.
1999-Ongoing
City of Sunnyvale
Russell Chung
Assistant Fire Marshal
456 W. Olive Avenue
Sunnyvale, CA 94086
(408) 730-7148
[email protected]
Building/Fire Plan Review, Code Enforcement,
Engineering Services
2014-Ongoing
City of Watsonville
Joseph DeSante
Chief Building Official
250 Main Street
Watsonville, CA
(831) 768-3065
[email protected]
Building Plan Review & Inspection
2009-Ongoing
City of Elk Grove
Darren Wilson
Development Services Director
8401 Laguna Palms Way
Elk Grove, CA 95758
(916) 627-3446
[email protected]
Full-Service Building Department: Building Official,
Deputy Building Official, Plan Review, Inspection, Permit Technician, and Administration
2021-Ongoing
City of Carson
Saied Naaseh
Community Development Director
701 E. Carson Street
Carson, CA 90745
(310) 952-1761 x 13654
[email protected]
On-Call Planning & Environmental Services
2016-Ongoing
City of Marina
Guido Persicone, AICP
Community Development Director
211 Hillcrest Avenue
Marina, CA 93933
(831) 884-1220
[email protected]
Engineering Services and Mapping
City of Thousand Oaks
Scott Kolwitz
Senior Planner
2100 Thousand Oaks Boulevard
Thousand Oaks, CA 91362
(805) 449-2319
[email protected]
Janss Marketplace Hotel EIR
2022-2023
SECTION 9
221
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 43 City of San Mateo
Jay Yu
Engineering Manager
330 W. 20th Avenue
San Mateo, CA 94403
(650) 522-7323
[email protected]
Engineering Services and Staff Augmentation
City of Mountain House
Jodi Almassy
Deputy City Manager
251 E. Main Street
Mountain House, CA 95391
(209) 831-5637
[email protected]
Building Official, Building Plan Review/Inspection,
Permit Technician
2024-Ongoing
Devon Crowe
Engineer V
251 E. Main Street
Mountain House, CA 95391
(209) 831-5642
[email protected]
Land Development – Comprehensive and Client
Management
2024-Ongoing
222
PROPOSAL TO THE CITY OF SOLEDAD
FOR PROFESSIONAL BUILDING, PLANNING PLAN REVIEW, AND BUILDING INSPECTION SERVICES 44 Appendix
RESUMES
Resumes for key staff have been provided in Appendix A for the City’s review. Additional resumes for any staff identified on the organizational chart can be readily provided upon request.
SECTION 10
223
Appendix A
Team Resumes
224
225
226
John
EDUCATION
Bachelor of Science, Aeronautical
Operations
San Jose State University | San Jose, CA
PROFESSIONAL AFFILIATIONS
ICC (Governmental & Honorary
Memberships) California Building Officials
| CALBO
International Association of Plumbing and
Mechanical Officials | IAPMO
National Fire Protection Association
| NFPA
International Association of Electrical
Inspectors | IAEI
American Society of Plumbing Engineers
| ASPE
LaTorra
Regional Building & Life Safety Manager
Mr. LaTorra serves as a Regional Building & Life Safety Manager for CSG, managing multiple assignments while supervising contract inspectors in various jurisdictions and assisting clients with Building Department processes and administration. Mr. LaTorra has been instrumental in the creation of both ICBO (former agency prior to ICC) and IAPMO certification programs. With 49 years of municipal inspection experience, and 45 years of teaching experience, Mr. LaTorra is well versed and highly knowledgeable in building, energy, solar, mechanical, and plumbing codes and standards. Additionally, Mr. LaTorra has served on numerous code development, product evaluation, technical panels, and specialized committees, including the Drafting, Public Hearing and Code Development Committees for the development of the first International Plumbing and Building Codes. Mr. LaTorra served on the national Board of Directors for the IAPMO, ICBO, and ICC organizations.
As an Honorary Member of ICC and the Peninsula and Monterey Bay Chapters, a Lifetime Member of the Central Coast Chapter and IAPMO, Mr. LaTorra brings a wealth of building industry knowledge. His regulatory practice coupled with extensive local and national public service experience involves the presentation of building safety principles and application of regulatory practices.
Mr. LaTorra was named the Building Official of the Year by the County Building Officials Association of California as well as the Peninsula Builders Exchange, Educator of the Year by CALBO and inducted into the CALBO Hall of Fame in 2008.
RELEVANT EXPERIENCE
Building Inspection Manager | City of Redwood City, CA
As the Building Inspection Manager, Mr. LaTorra managed and supervised the inspection activities performed by both contract and City Staff. Mr. LaTorra assigned work, trained and evaluated personnel, oversaw the Building Division’s budget, policies, and procedures, addressed customer service programs, and performed complex inspection assignments.
Building Official | City of Redwood City, CA
Mr. LaTorra served as the City’s Building Official, providing overall guidance, direction, and management of the City’s Building Division. He monitored, implemented, and enforced all rules and ordinances related to building codes and to any other general health or safety matters.
Instructor | College of San Mateo, San Jose State University, and multiple organizations Mr. LaTorra has 45 years of teaching experience instructing students on the topics of building, energy, solar, plumbing, and mechanical.
NOTABLE PROJECT EXPERIENCE
Oracle Corporate Headquarters | City of Redwood City, CA Mr. LaTorra served as the Building Official during the construction Oracle’s Corporate Headquarters which included multiple high-rise office buildings. The project required that the entire development site be converted from a theme park to a space that could accommodate office buildings.
Steve Jobs’ NeXT Corporate Headquarters and Manufacturing | City of Redwood City, CA
Mr. LaTorra served as the Building Official during the construction of a two-story office building.
Redwood City Fire Stations, Police Station, Library, City Hall | City of Redwood City, CA Mr. LaTorra served as the Building Official during the construction of City of Redwood City Civic Center which included three fire stations, a police station, a library and a city hall. 227
Mark
LICENSES & CERTIFICATIONS
Certified Building Official
Certified Building Plans Examiner
Certified Building Inspector
Certified Electrical Inspector
Certified Building Code Specialist
Certified Combination Inspector
Certified Plumbing Inspector
Certified Mechanical Inspector
Certified Combination Dwelling Inspector
| ICC 8001391
EDUCATION
Building Inspection, Technology
Butte College, Oroville, CA
PROFESSIONAL AFFILIATIONS
Class A Member of the International Code
Council (ICC) and California Building
Officials (CALBO)
| CALBO 2014 – 2016 Board of Directors
CALBO Outreach & Communications,
Committee Chairperson
Monterey Bay Chapter of ICC (MBCICC)
Current & Past President
MBCICC Education Committee Chair Tri
Chapter Education Committee Member
MBCICC Building Official of the Year –
2009, 2011 & 2012
McClain CBO
Building Official
Senior Building Inspector
Mr. McClain brings over 30 years of building industry experience, providing extensive technical expertise to CSG and its clients. Mr. McClain has served as the Building Official for the City of Seaside for 9 years, providing Code Enforcement management and inspection services, department administration, supervision of employees, building inspections, plan checks, permit issuance, determination of required fees, fiscal budget preparation, meetings with contractors and the general public, and all aspects of managing the City’s Building and Code Enforcement Division. Mr. McClain also previously served as the Building Official for the City of Greenfield, providing management of the day-to-day operations of the Public Works Department and in the absence of the Public Works Director. He has also previously served numerous municipalities as an independent contractor.
CSG EXPERIENCE
Building Official/Building Inspector | Multiple CSG Client Agencies Mr. McClain provided contract staff support to various jurisdictionsserving as the Building Official and/or as the Building Inspector for the following agencies/jurisdictions:
City of King City
City of Soledad
RELEVANT EXPERIENCE
Building Official | City of Seaside, CA
As Building Official, Mr. McClain provided Building Department and Code Enforcement management and inspection services to the City of Seaside, including department administration, supervision of employees, building inspections, plan checks, permit issuance, determination of required fees, fiscal budget preparation, meetings with contractors and the general public, and all aspects of managing the City’s Building and Code Enforcement Division.
He also served as a Board Member for the Oversight Board to the Successor Agency of the City of Seaside.
Building Official | City of Greenfield, CA
Mr. McClain provided Building Department management and inspection services to the City of Greenfield, including department administration, supervision of employees, building inspections, plan review, permit issuance, determination of required fees, fiscal budget preparation, meetings with contractors and the general public, and all aspects of managing the City’s Building Department. He also conducted all private and publicly-funded public works inspections throughout the City. In the absence of the Public Works Director, he oversaw the day-to-day operations of the Public Works Department and provided inspections for public works projects.
Building Official/Assistant Planning Director | City of Greenfield, CA Mr. McClain served as both the Building Official as well asthe Assistant Planning Directorfor the City of Greenfield. He was secretary to the Greenfield Planning Commission, processing all development applications, zoning applications, use permit applications, design review, subdivision processing, fiscal budget preparation, preparation of agendas and staff reports, public noticing, zoning ordinance interpretation and enforcement, and counter operations. Mr.
McClain also provided direction to staff and assisted with the City’s 2005 General Plan Update, and management of the City’s consultants regarding land use and environmental review projects.
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
James
LICENSES & CERTIFICATIONS
CSFM Certified Chief Officer
CSFM Certified Fire Investigator I
CSFM Certified Fire Prevention Officer
CSFM Certified Fire Prevention Specialist
CSFM Certified Fire Plans Examiner
Post Incident Safety Assessment
Evaluator
EDUCATION
Associates of Science in Fire Protection
Technology, Cabrillo College | Aptos, CA
Dias
Fire Services Specialist /Plans Examiner
Mr. Dias has over 38 years of fire service experience having served as a firefighter, fire plan reviewer/inspector, and fire marshal for numerous districts within the Santa Cruz and Monterey Counties. His experience includes, but is not limited to, code development, plan review and inspections. He has also held leadership positions in the Santa Cruz County Fire Code Development Committee, the Santa Cruz County Fire Investigation Task Force, Santa Cruz County Wildland Urban Interface (WUI) Code Development Committee/Fire Committee, and in the San Mateo/Santa Cruz Fire Investigation Unit. He also aided in the development of the 2007 California Fire Code and the Santa Cruz County WUI property inspection program.
RELEVANT EXPERIENCE
Plans Examiner / Fire Safety Inspector | Various CSG Client Agencies/Districts Mr. Dias has provided plan review and/or inspection services on a wide range of project types.
Agencies/Districts for which Mr. Dias has performed fire services include the following:
• City of Marina
• City of Watsonville
• Aptos/La Selva Fire Protection District
• Central Fire Protection District of
Santa Cruz County
• City of Santa Cruz
• Branciforte Fire Protection District
• Scotts Valley Fire Protection District
• Zayante Fire Protection District
• Ben Lomond Fire Protection District
• Boulder Creek Fire Protection District
Fire Marshal | Various CSG Client Agencies
Mr. Dias has provided Fire Marshal Services to various agencies including:
• City of Greenfield
• City of Soledad
• Greenfield Fire Protection District
• Mission Soledad Fire Protection District
Division Chief, Fire Marshal | Aptos/La Selva Fire Department Mr. Dias oversaw all fire safety inspections in accordance with adopted codes and standards and was responsible for fire district water system evaluations, upgrades and fire hydrant installations.
Deputy Fire Marshal | Aptos/La Selva Fire Department
Mr. Dias was responsible for annual fire inspections and enforcement of California fire and building codes. He assisted with overseeing the operation of the fire prevention bureau, and was responsible for the Department’s public education program.
Deputy County Fire Marshal/Pajaro Valley Fire Marshal | CAL FIRE Mr. Dias was responsible for all aspects of fire prevention for the District under contract with CAL FIRE. This included plan checking and inspections of all new construction, and all aspects of fire prevention and pre-fire planning.
Battalion Chief/Fire Marshal | Pajaro Valley Fire Protection District Mr. Dias began as Fire Apparatus Engineer, then held the rank of Fire Captain, and was later promoted to Battalion Chief. He was responsible for the development of the fire prevention bureau/inspection program, and of a public education program for local schools.
NOTABLE PROJECT EXPERIENCE
The Promontory | City of Marina
Mr. Dias provided fire plan review and inspection services for four dormitory buildings with 1-to-4-bedroom units per building. Fire pumps were included in this project to address poor water pressure and flow.
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
1 Hatem
LICENSES & CERTIFICATIONS
Professional Civil Engineer
State of California | 46995
Professional Project Manager
State of California | 195197
EDUCATION
Master of Science in Structural
Engineering,
Washington University | St. Louis, MO
Bachelor of Science in Civil
Engineering,
Washington University | St. Louis, MO
2003 | Project Management Certificate
San Jose State University, CA
PROFESSIONAL AFFILIATIONS
American Public Works Association
South Bay Transportation
Officials Association
Project Management Institute
Ahmed PE, PMP
Vice President / Senior Principal Engineer
Mr. Ahmed began his career as a Transportation Engineer and Resident Engineer/Structural Representative with the California Department of Transportation (Caltrans) Districts 4 and 59.
Since then, Mr. Ahmed amassed over 35 years of diverse experience in the transportation field, including planning and budgeting, design management, agency and stakeholder coordination, program management, and construction management. His vast experience ranges from delivering small projects to complex programs, valued at over $1 billion.
Prior to joining CSG, Mr. Ahmed served as the California High-Speed Rail (CAHSR) Program Oversight Project Manager for 400 miles of rail system in Northern California and the Central Valley. He also served as the Deputy Program Manager/Engineering Manager for the Santa Clara Valley Transportation Authority Highway Program, in charge of managing the design and construction of $800 million transportation improvements. Additionally, he was the Deputy Program Manager/Construction Manager for the $400 million San Francisco International Airport Expansion Program, responsible for the program and comprehensive construction management services for a series of projects.
SELECT CSG EXPERIENCE
Program and Project Manager | Measure D and Capital Improvements Projects Programs Santa Cruz County Regional Transportation Commission (SCCRTC) Mr. Ahmed serves as CSG’s Project Manager for the RTC’s Measure D and other Capital Improvement Programs, assisting SCCRTC with delivery of these programs. Measure D is a source of funding for street and road maintenance, bicycle and pedestrian projects, safety projects, transit, and other essential transportation projects. As part of his role, he oversees CSG team efforts supporting SCCRTC with project management, construction management, environmental permitting, and public outreach assistance to aid in the planning and delivery of highway, neighborhood, rail, and active transportation projects.
Project Manager | Warm Springs BART West Access Overcrossing | City of Fremont, CA Mr. Ahmed was the Project Manager for the independent bridge check and constructability review of the $45 million Warm Springs BART Pedestrian Overcrossing. This project created an iconic pedestrian overcrossing over UPRR tracks and connected the Warm Springs/South Fremont BART Station to the newly developed area on the west side of the tracks that includes the Tesla Training facility. The project involved the construction of a 147-foot-long truss span and a 102-foot-long iconic cable-stayed steel span, which also included a staircase, elevator, and escalator. CSG’s scope of work included the review of the PS&E to ensure it met BART design standards. CSG also organized with multiple stakeholders (City staff, BART, and the design consultant) to resolve all comments.
Contract Manager | Engineering/Project Management Services | Town of Hillsborough, CA As CSG’s Contract Manager for the Town of Hillsborough (Town) Engineering and Project Management services, Mr. Ahmed oversaw CSG’s design, land development review, project management, stormwater inspection, and construction management services. His responsibilities included coordinating with the Town’s Public Works Department and administrative staff to facilitate our team in providing these services.
Principal in Charge | Ralston Corridor Improvements - Segment 3 | City of Belmont, CA Mr. Ahmed served as the Principal-in-Charge and QA/QC Manager for the One Bay Area Grant 2 (OBAG 2) funded design of bicycle and pedestrian improvements along Ralston Avenue. Work included the construction of new curb ramps, high visibility and green bike crosswalks, bike sharrow striping, new Class III bike lanes, flashing LED signs, sidewalk reconstruction and rehabilitation, signage, green infrastructure curb, extensions to shorten crosswalk distances, and a traffic signal to improve traffic flow during commute hours. This project involved the City/County Associate of Government (C/CAG) participation and required CSG to follow all Local Assistance Procedure Manual documentation, as well as obtaining Caltrans authorization. 269
Sophie
LICENSES &
CERTIFICATIONS
Professional Civil Engineer,
State of California
| 68110
Professional Land Surveyor,
State of California
| 8998
NASSCO PACP/MACP/LACP Certified
| #U-1020-703010434
EDUCATION
Bachelor of Science,
Civil Engineering
University of California Berkeley
| Berkeley, CA
TRAINING
California Subdivision Map Act
Annual Seminar
Bay Area Hydrology Model (BAHM)
Municipal Regional NPDES Permit
Provision C.3 & C.6
Truong PE, PLS
Contract Manager
Ms. Truong has 25 years of practice in Municipal Engineering. She has expertise in all facets of private land development projects, supporting municipalities from Project Entitlements through recommendations for issuance of building and construction permits.
Her expertise is in reviewing projects for compliance with NPDES permit requirements, Local Ordinances, Project Conditions of Approval, CEQA mitigation measures, the State’s Subdivision Map Act and Land Surveyor’s Act, Coastal Development Permit conditions of approval, and any other permits or regulations enforced at the municipal, state, or federal level. Ms. Truong also reviews final and parcel maps, lot line adjustments and lot mergers, assists municipal staff with complex lot legality issues, and signs certificates and mylar prints as Acting or Contract City Surveyor.
As part of her management and development review functions, Ms. Truong manages incoming submittals and resources, ensures quality of deliverables, and regularly meets with project applicants and City staff to review difficult projects and discuss design issues.
She has provided invaluable service and technical advice to our clients on hundreds of projects from small urban infill and rural developments to large, high-profile economic development projects throughout California. Ms. Truong’s strengths lie in her ability to effectively manage teams and subconsultants, provide superior service, and deliver a thorough product on time and on budget. She takes pride in the on-going mentoring of staff and maintains a high level of productivity among her team members.
RELEVANT EXPERIENCE
Various Projects | City of Daly City, CA
Ms. Truong provided Engineering Plan review and NPDES post-construction treatment measure review, inspection, and Operation & Maintenance Agreement review services for multiple small to mid-size residential and commercial projects in the City of Daly City, including but limited to Dick’s Sporting Goods within the Serramonte Shopping Center, the Annie St. 22- Lot Residential Subdivision, the Chinese Cemetery located at 4650 Callan Blvd, and the Garden Valley 50-Lot Subdivision.
The Dunes at Monterey Bay | City of Marina, CA
Ms. Truong reviewed all parcel and final maps associated with the residential and retail development of this 420-acre Specific Plan area located within in the former Fort Ord. This included phased parcel and final maps in commercially zoned areas, residential tract maps, and lot mergers. Ms. Truong met with City Planning and Engineering staff, and the Developer’s team to review and discuss the City’s specific plan requirements, the Disposition and Development Agreements, all existing easements, and access issues throughout the development.
General Vacation of Capitol Avenue & Lot Merger for the University Plaza Project | City of East Palo Alto, CA
Ms. Truong assisted the City Attorney and Engineering Staff with general procedures and document preparation, reviewed staff reports for Council Meetings and reviewed all survey and mapping work prepared by the project developer in conjunction with the vacation of a public street that was currently in use. She assisted the City with public notifications and notifications to public utilities for relocations of utilities located within the street to be vacated. She also reviewed all documents associated with the lot merger for the project. 270
Son
LICENSES &
CERTIFICATIONS
Professional Civil Engineer
State of California | 97167
Qualified SWPPP
Developer/Practitioner (QSD/QSP) |
State of California #83529
Caltrans Resident Engineer’s
Academy
NASSCO PACP Certified
EDUCATION
Bachelor of Science, Civil Engineering
San Jose State University
| San Jose, CA
Hoang PE, QSD/P
Senior Project Manager
Mr. Hoang provides clients with experience in design and plan review. Since joining CSG, his primary focus has been in design. This work includes a variety of public works projects involving paving design, drainage systems, and topographic surveys. Along with the preparation of design plans for public works projects, he has also created complete PS&E packages including specifications and engineering cost estimates.
R ELEVAN T EX PER I ENCE
2019 Pavement Rehab | City of San Ramon, CA
Millbrae Sewer Force Main Phase I | City of Millbrae, CA Sewage Basin A & Various Location Sanitary Sewer Improvement Project| City of San Mateo, CA As lead project engineer, Mr. Hoang was responsible for the condition assessment and design of improvement for the Basin A & Various Locations Sanitary Sewer Improvements Project. His responsibilities included evaluation of closed-circuit television (CCTV) inspection data for gravity sewer mains in Basin A and Basins C and D (Various Locations), prioritizing the repair of the defects noted in the videos and reports based on the urgency of repair, recommending repair extents and methods of repair, and preparing a condition assessment report summarizing the findings and recommendations. Based on recommendations presented in the report, Mr. Hoang was also responsible for the preparation of the accompanying PS&E package to address sanitary sewer main and manhole repairs.
Sewage Basin C – Sewer Repair Project| City of San Mateo, CA Mr. Hoang assisted in the assessment and design of improvements for the City’s Sewer Basin C project. The scope included an evaluation of closed circuit television (CCTV) inspection data for gravity sewer mains in Basin C, prioritizing the repair of the defects noted in the videos and reports based on the urgency of repair and available funding, recommending methods of repair, and preparing a condition assessment report documenting the findings and recommendations. Based on the findings and recommendations presented in the report, Son assisted in the preparation of the PS&E package to address the repairs.
Mission Road Bicycle and Pedestrian Improvement Project | Town of Colma, CA Mr. Hoang served as the design engineer for the design of bicycle and pedestrian improvements in the Town of Colma. The project involves the planning, design and implementation of a number of safety related improvements for the pedestrians, bicyclists and vehicles along Mission Road between El Camino Real and Lawndale Boulevard. The anticipated improvements include addition of new sidewalk to provide continuous safe and accessible pedestrian route, extension of Class II bicycle lanes on northbound direction, construction of bulbouts and high visibility crosswalks with pedestrian flashing beacons, installation of energy efficient street lights, relocation and reconstruction of the existing curb, gutter, sidewalk and non-ADA compliant ramps and driveway approaches, and construction of landscape planters for drainage and stormwater treatment purposes. 2017 Measure J & L and Annual Pavement Rehabilitation | C it y o f O rind a , C A As the lead project engineer, Mr. Hoang was responsible for the design and preparation of the plans, specifications and estimates for the rehabilitation of multiple road segments along with storm drainage improvements at various locations through the City of Orinda. Additionally, Mr. Hoang was responsible for performing topographic surveys for ADA upgrades and for project coordination with the various utility companies and sub-consultants throughout the duration of the design period.
This scope of the project consisted of the rehabilitation of 62 Residential and Arterial roadways and approximately 10,000 linear feet of storm drain pipes at various locations throughout the City. Methods of roadway rehabilitation included full depth reclamation (FDR), slurry sealing, and mill and fill replacements.
271
Husam
LICENSES &
CERTIFICATIONS
Engineer in Training
| E104094
EDUCATION
Bachelors of Science, Civil Engineer
Israel Institute of Technology
| Haifa, Israel
Aburabi, EIT
Associate Engineer
Mr. Aburabi has over 15 years of varying municipal and civil engineering experience. He has been involved in the design, specifications, and preparation of estimates of public works projects including all types of road and light rail improvements. His experience includes the preparation of typical sections, layouts and profiles, super-elevations, pavement delineation, sign plans, erosion control, and water pollution control plans. As a Project Engineer, Mr. Aburabi has been involved in the management and coordination of engineering work, responding to RFI’s, and replying to inquiries and feedback of clients and subconsultants. Additionally, his experience includes coordinating and obtaining project approvals from various public agencies including Caltrans, Valley Transportation Authority, and utility companies.
Mr. Aburabi has extensive experience with the preparation of Storm Water Data Reports (SWDR), drainage reports, and the production of comprehensive roadway layout, profile, detail, and quantity take off plans. He is an expert in the use of AutoCad Civil 3D, Softdesk, Autodesk Land Desktop, Microstation, and the Hydraflow Storm Sewers program.
As an Assistant Project Manager, Mr. Aburabi has been involved in the management and coordination of engineering work, responding to RFI’s, and replying to inquiries and feedback of clients and subconsultants. Additionally, his experience includes coordinating and obtaining permits and project approvals from various public agencies including Caltrans, Valley Transportation Authority, and utility companies.
R E L E V AN T E X P E R I E N C E
Staff Augmentation -Capital Improvement Program | City of East Palo Alto, CA Mr. Aburabi assisted the City with project and construction management for various capital improvements throughout the City. Duties include but were not limited to:
• Prepared award package to Caltrans for the Bay Road Project Phase II & III from Clarke Ave to Cooley Landing Park. The award package included Caltrans forms EX15M, EX15A, EX15B EX15cC, EX15D, EX15H, EX15G, EX03, EX15l, etc; • Compiled an RFP for the project New 12” Emergency Watermain on University Ave; • Executed a contract between the City and consultant for construction management services;
• Prepared grant progress status report for California Department of Parks and Recreation (Prop 84);
• Request reimbursement grant from Midpeninsula Regional Open Space District (MROSD)
Staff Augmentation -Capital Improvement Program | City of Gilroy, CA Mr. Aburabi prepared and delivered Request for Proposals (RFP), Request for Qualifications (RFQ’s), and managed and coordinated engineering work with consultants and subconsultants related to CIP projects. His duties included:
• Preparing grant applications
• Conducting DBE analysis
• Preparing project schedules
• Overseeing project budgets
• Coordinating with various City departments.
272
Babak
LICENSES &
CERTIFICATIONS
Certified Floodplain Manager
FEMA Elevation and Floodplain
Management Training
South Bay Water Recycling Site
Supervisor Certificate
Traffic Control Technician and Traffic
Control Flagger Certificate of Training
Certificate of Completions for SF Bay
RWQCD Construction Site Compliance for
Water Quality Protection
Access Management Traffic Manual
Certificate
Autodesk Certificate of Completion 2007
EDUCATION
MS, Industrial Technology
Indiana State University
| Terre Haute, IN
BS, Manufacturing Technology
Indiana State University
| Terre Haute, IN
Kaderi CFM
Senior Project Manager
Mr. Kaderi has over 30 years of civil engineering, land development, and planning and development project management experience. His land development experience includes, but is not limited to plan checking, code compliance, and understanding of regional public agency regulations and requirements.