Cities Index.
Agenda packet

Vallejo City Council
May 28, 2024

Document
Agenda packet
Meeting
May 28, 2024
Body
Vallejo City Council
Pages
64
Original file
111.6 MB
Text extracted from the city's file for reading and search. Open the original on vallejoca.api.civicclerk.com. That file is the official record.

CONTACT
Christina Ratcliffe, AICP, Planning and Development Services Director [email protected]
RESOLUTION NO. 24- _____ N.C.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VALLEJO APPROVING THE

THIRD AMENDMENT TO THE CONSULTANT AND PROFESSIONAL SERVICES AGREEMENT WITH LAND LOGISTICS, INC. FOR PLANNING CONSULTING SERVICES TO INCREASE THE CONTRACT AMOUNT BY $100,000 FOR A MAXIMUM NOT TO EXCEED $200,000 THROUGH AUGUST 31, 2024, AND AUTHORIZING THE CITY

MANAGER TO EXECUTE SAME
WHEREAS, the City of Vallejo Planning and Development Services Department Planning Division uses contractual services on an as-needed basis to assist staff with plan review, and other work related to planning permits during periods of high construction activity or for projects requiring specialized knowledge; and
WHEREAS, Contractual support supplements the City staff's effort to reduce permit processing turn-around time, manage the workload in light of fluctuating demand; and WHEREAS, Contractual services assist the Planning Division to maintain critical staffing levels when positions become vacant and/or service needs increase; and WHEREAS, the Division current staffing level is not sufficient to support the work required to process complex planning applications, and requires outside consultants to provide technical expertise on a range of disciplines necessary to process complex projects in a timely manner; and
WHEREAS, Land Logistics, Inc. is currently under contract with the City to provide planning consulting services; and
WHEREAS, this Third Amendment provides an additional $100,000 for a new not to exceed amount of $200,000 through August 31, 2024; and
WHEREAS, the Third Amendment to the Consultant and Professional Services Agreement is included in this resolution; and
WHEREAS, the City’s Planning and Development Services Department salary savings will pay for this work; and
WHEREAS, this action is exempt from the California Environmental Quality Act (CEQA), pursuant to CEQA Guidelines Section 15378, as it is not a project that has the potential for resulting in either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment;
NOW, THEREFORE BE IT RESOLVED that the Council hereby approves the Third Amendment to the Consultant and Professional Services Agreement between the City of Vallejo and Land Logistics, Inc. to increase the contract amount by $100,000 for a maximum not to exceed $200,000 through August 31, 2024, and authorizes the City Manager to execute same.

Adopted by the City Council of the City of Vallejo at a regular meeting held on May 28, 2024, with the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
______________________________________

ROBERT MCCONNELL, MAYOR
ATTEST: ______________________________________
DAWN G. ABRAHAMSON, CITY CLERK
Third Amendment to Agreement Between City of Vallejo and Land Logistics, Inc. Page 1 of 3

THIRD AMENDMENT TO

AGREEMENT BETWEEN

CITY OF VALLEJO
AND
LAND LOGISTICS, INC.

This Third Amendment to the Master Agreement made and entered into on March 15, 2023, hereafter referred to as “Agreement”, between Land Logistics, Inc., a California corporation, therein referred to as “Consultant”, and the City of Vallejo, a municipal corporation, therein referred to as “City”, is made and entered into on this 29th day of May 2024.

Consultant and City do mutually agree as follows:

1. Additional Services. The scope of services to be provided as specified in Exhibit A of the Agreement is hereby amended to include the services described in Exhibit A – 1 of this Third Amendment, attached hereto and incorporated by reference.

2. Consultant’s Compensation. Section 1.A of Exhibit B of the Agreement is hereby revised to read as follows:
“A. Services: City agrees to pay Consultant, at the rate(s) specified below, for those services set forth in Exhibit A of this Agreement, for a total not to exceed Two Hundred Thousand Dollars and Zero Cents ($200,000.00).”

3. Integration. This Third Amendment contains the entire agreement between the parties with respect to its subject matter and supersedes whatever oral or written understanding they may have had prior to the execution of this Third Amendment. This Third Amendment shall not be amended or modified except by a written agreement executed by each of the parties. Except as specifically revised herein, all terms and conditions of the Agreement shall remain in full force and effect, and CONSULTANT shall perform all duties, obligations and conditions required under the Agreement.

4. Inconsistencies. In the event of any conflict or inconsistency between the provisions of this Third Amendment and the Agreement, the provisions of this Third Amendment shall control in all respects.

5. Ambiguities. The parties have each carefully reviewed this Third Amendment and have agreed to each term of this Third Amendment. No ambiguity shall be presumed to be construed against either party.

6. Counterparts. This Third Amendment may be executed by the parties in one or more counterparts all of which collectively shall constitute one document and agreement.

Third Amendment to Agreement Between City of Vallejo and Land Logistics, Inc. Page 2 of 3

7. Authority. The person signing this Third Amendment for Consultant hereby represents and warrants that he or she is fully authorized to sign this Third Amendment on behalf of Consultant.
(SIGNATURES ARE ON THE FOLLOWING PAGE)
Third Amendment to Agreement Between City of Vallejo and Land Logistics, Inc. Page 3 of 3 IN WITNESS WHEREOF, the parties have entered into this Third Amendment on the day and year first hereinabove appearing.

Land Logistics, Inc.
a California Corporation
BY:

Brian Millar, AICP
President
DATE:
(City Seal)

CITY OF VALLEJO,
a municipal corporation
BY:

Gillian Haen
Assistant City Manager
DATE:

ATTEST:

DAWN G. ABRAHAMSON
City Clerk
APPROVED AS TO CONTENT:

Christina Ratcliffe, AICP
Planning & Development Services Director
APPROVED AS TO FORM:

Veronica A. F. Nebb
City Attorney
APPROVED AS TO INSURANCE:

Armond Sarkis
Risk Manager
LAND

LOGISTICS

PLANNING & DEVELOPMENT SERVICES
April 5, 2024
Proposed Amendment to Interim Planning Consultant Services for the City of Vallejo Scope of Work
Land Logistics, Inc., (Land Logistics) will continue to provide interim staffing support services to the Planning Division of the Planning & Development Services Department to perform general Planning duties, currently utilizing Senior Planner Robby Thacker. Associate Planners also remain available to assist, as needed.

This proposed Amendment to that scope of work will add provision of an interim Assistant Planner, who would work full-time (5 days/week, 40 hours/week) at the City offices, with anticipated duties including staffing of front Planning counter, addressing public inquiries, taking phone calls, preparing correspondence and responding to emails for the Planning Division. Duties may also include intake and routing of development applications; and review and processing of use permits, building permits, sign permits, business licenses, and other development permits, as assigned, for compliance with applicable Zoning/ development standards. Land Logistics will utilize Erica McCray for this assignment. Her start date would be April 29, 2024.

Term of Agreement
The term of this Agreement shall run through August 31, 2024, and may be extended or modified as may be agreed upon by both the City and Land Logistics. It is our understanding Ms. McCray may apply for an Assistant Planner position with the City when advertised.

Costs
This amendment would increase the not-to-exceed costs from $100,000 to $200,000. -Assistant Planner: $100/hr
-Associate Planner: $120/hr
-Senior Planner: $135/hr
Sincerely,
Brian Millar, AICP
President
Land Logistics, Inc.

Ph: 530-902-9218
Email: [email protected]
216 F Street, #38 • Davis, CA 95616 • 530.902.9218
Second Amendment to Agreement Between City of Vallejo and Land Logistics, Inc. Page 1 of 3

SECOND AMENDMENT TO

AGREEMENT BETWEEN

CITY OF VALLEJO
AND
LAND LOGISTICS, INC.

This Second Amendment to the Consultant and Professional Services Agreement made and entered into on March 15, 2023, hereafter referred to as Agreement, between Land Logistics, Inc., a California corporation, therein referred to as Consultant, and the City of Vallejo, a municipal corporation, therein referred to as City, is made and entered into on this 19th day of March 2024.

Consultant and City do mutually agree as follows:

1. Additional Services. Exhibit A of the Agreement is hereby replaced in its entirety with a new Exhibit A, attached hereto and incorporated herein by reference.

2. Consultant’s Compensation. Section 1.A of Exhibit B of the Agreement is hereby revised to read as follows:
“A. Services: City agrees to pay Consultant, at the rate(s) specified below, for those services set forth in Exhibit A of this Agreement, for a total not to exceed One Hundred Thousand Dollars and Zero Cents ($100,000.00).”

3. Integration. This Second Amendment contains the entire agreement between the parties with respect to its subject matter and supersedes whatever oral or written understanding they may have had prior to the execution of this Second Amendment. This Second Amendment shall not be amended or modified except by a written agreement executed by each of the parties. Except as specifically revised herein, all terms and conditions of the Agreement shall remain in full force and effect, and Consultant shall perform all duties, obligations and conditions required under the Agreement.

4. Inconsistencies. In the event of any conflict or inconsistency between the provisions of this Second Amendment and the Agreement, the provisions of this Second Amendment shall control in all respects.

5. Ambiguities. The parties have each carefully reviewed this Second Amendment and have agreed to each term of this Second Amendment. No ambiguity shall be presumed to be construed against either party.

6. Counterparts. This Second Amendment may be executed by the parties in one or more counterparts all of which collectively shall constitute one document and agreement.

DocuSign Envelope ID: AE955E7E-490A-4D0B-B8F2-28738B817D7C Second Amendment to Agreement Between City of Vallejo and Land Logistics, Inc. Page 2 of 3

7. Authority. The person signing this Second Amendment for Consultant hereby represents and warrants that he or she is fully authorized to sign this Second Amendment on behalf of Consultant.
(SIGNATURES ARE ON THE FOLLOWING PAGE)
DocuSign Envelope ID: AE955E7E-490A-4D0B-B8F2-28738B817D7C Second Amendment to Agreement Between City of Vallejo and Land Logistics, Inc. Page 3 of 3 IN WITNESS WHEREOF, the parties have entered into this Second Amendment on the day and year first hereinabove appearing.

Land Logistics,
a California corporation
BY:

Brian Millar, AICP
President
DATE:
_________________________________
Vallejo Business License No.
(City Seal)

CITY OF VALLEJO,
a municipal corporation
BY:

Gillian Haen
Assistant City Manager
DATE:

ATTEST:

DAWN G. ABRAHAMSON
City Clerk
APPROVED AS TO CONTENT:

Christina Ratcliffe, AICP
Planning & Development Services Director
APPROVED AS TO FORM:

Veronica A. F. Nebb
City Attorney
APPROVED AS TO INSURANCE:

Armond Sarkis
Risk Manager
DocuSign Envelope ID: AE955E7E-490A-4D0B-B8F2-28738B817D7C 3/27/2024 4/9/2024
Nov 30, 2023 9:32 AM, 1169488385
Contract and Routing Form
Date Originated:

Finance Department ∙ 555 Santa Clara Street ∙ Vallejo ∙ CA ∙ 94590 ∙ 707.648.4592 Department: Planning and Building Services, Planning Division Staff Contact: Dale Miller, [email protected] Contract Type: Amendment
Vendor: Land Logistics Vendor Number:103284
Business License Number: 11706231
Contract Not to Exceed Amount: 58320.00
Contract Start Date: Mar 15, 2023 End Date: Jun 30, 2024 Authority to Contract: City Manager
Other Comments:

Contract # 23-PS145
Attachments are uploaded for review here: https://bit.ly/vContracts Approved Pre-Requisition Form
Original Agreement with any Amendments
Insurance
DocuSign Envelope ID: 5BB5EA77-649B-4C87-9D8D-6B42B24FC2F0 23-PS145
Contract and Routing Form
Signature Page
Department Initial Date Comment
Originating Department/Division
Risk Manager
City Attorney's Office
Department Head
Finance Department
City Manager
City Clerk
Return executed contract to: Dale Miller
DocuSign Envelope ID: 5BB5EA77-649B-4C87-9D8D-6B42B24FC2F0 11/30/2023
11/30/2023
11/30/2023
12/8/2023
12/8/2023
12/9/2023
12/9/2023
First Amendment to Agreement Between City of Vallejo and Land Logistics, Inc. Page 1 of 3 (Rev. 09/13)

FIRST AMENDMENT TO

AGREEMENT BETWEEN

CITY OF VALLEJO
AND
LAND LOGISTICS, INC.

This First Amendment to the Consultant and Professional Services Agreement made and entered into on March 15, 2023, hereafter referred to as “Agreement,” between Land Logistics, Inc., a California corporation, therein referred to as “Consultant,” and the City of Vallejo, a municipal corporation, therein referred to as “City,” is made and entered into on this 4th day of December 2023.

Consultant and City do mutually agree as follows:

1. Additional Services. The Scope of Work set forth in Exhibit A of the Agreement is hereby revised to include the following additional services (“Additional Services”):
“Consultant shall provide interim staffing support services to the Planning Division of the Planning & Development Services Department to perform the following general work tasks: Staffing of front Planning counter three days per week (initially anticipated as 8- hour workdays on Monday-Wednesday-Thursday and generally 24 hours/week), addressing public inquiries, taking phone calls, preparing correspondence and responding to emails for the Planning Division. Duties may also include intake and routing of development applications; and review and processing of use permits, building permits, sign permits, business licenses, and other development permits, as assigned, for compliance with applicable Zoning/ development standards. Consultant will utilize Senior Planner Robby Thacker for this assignment.”

2. Payment for Additional Services.
a. Section 1.A of Exhibit B of the Agreement is hereby revised to read as follows:
“Services: City agrees to pay Consultant, at the rate(s) specified below, for those services set forth in Exhibit A of this Agreement, for a total not to exceed Fifty-Eight Thousand Three Hundred and Twenty Dollars and Zero Cents ($58,320.00). b. Attachment 1 to Exhibit B of the Agreement is hereby revised to read as follows:
“Consultant will bill work performed by Ms. Shine at an hourly rate of $115.00.

Consultant will bill work performed by Mr. Thacker at an hourly rate of $135.00.”
DocuSign Envelope ID: 5BB5EA77-649B-4C87-9D8D-6B42B24FC2F0 First Amendment to Agreement Between City of Vallejo and Land Logistics, Inc. Page 2 of 3 (Rev. 09/13)
Revised Term of the Agreement. The first sentence of Section 16 of the Agreement is hereby revised to read as follows:
“The term of this Agreement shall commence on March 15, 2023 and shall continue in full force and effect until June 30, 2024.”
The remainder of Section 16 shall remain the same.

3. Integration. This First Amendment contains the entire agreement between the parties with respect to its subject matter and supersedes whatever oral or written understanding they may have had prior to the execution of this First Amendment. This First Amendment shall not be amended or modified except by a written agreement executed by each of the parties. Except as specifically revised herein, all terms and conditions of the Agreement, and all prior amendments, if any, shall remain in full force and effect, and Consultant shall perform all duties, obligations and conditions required under the Agreement.

4. Inconsistencies. In the event of any conflict or inconsistency between the provisions of this First Amendment and the Agreement, the provisions of this First Amendment shall control in all respects.

5. Ambiguities. The parties have each carefully reviewed this First Amendment and have agreed to each term of this First Amendment. No ambiguity shall be presumed to be construed against either party.

6. Counterparts. This First Amendment may be executed by the parties in one or more counterparts all of which collectively shall constitute one document and agreement.

7. Authority. The person signing this First Amendment for Consultant hereby represents and warrants that he or she is fully authorized to sign this First Amendment on behalf of Consultant.
(SIGNATURES ARE ON THE FOLLOWING PAGE)
DocuSign Envelope ID: 5BB5EA77-649B-4C87-9D8D-6B42B24FC2F0 First Amendment to Agreement Between City of Vallejo and Land Logistics, Inc. Page 3 of 3 (Rev. 09/13)
IN WITNESS WHEREOF, the parties have entered into this First Amendment on the day and year first hereinabove appearing.

Land Logistics,
A California corporation
By:

Brian Millar, AICP
President
DATE: ____________________
11706231
Vallejo Business License No.
(City Seal)

CITY OF VALLEJO,
A municipal corporation
By:________________________
Michael Malone
City Manager
DATE:___________
ATTEST:

By:________________________
Dawn G. Abrahamson
City Clerk
APPROVED AS TO CONTENT:
__________________________
Christina Ratcliffe, AICP
Planning and Development Services
Director
APPROVED AS TO INSURANCE:
__________________________
Armond Sarkis
Risk Manager
APPROVED AS TO FORM:

Veronica A. F. Nebb
City Attorney
DocuSign Envelope ID: 5BB5EA77-649B-4C87-9D8D-6B42B24FC2F0 11/30/2023 12/9/2023

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A : NAIC #
NAME: CONTACT
(A/C, No): FAX
E-MAIL ADDRESS:

PRODUCER
(A/C, No, Ext): PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A

SUBR WVDADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$ PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOS ONLY AUTOS

NON-OWNED

OWNED SCHEDULED

ANY AUTO

AUTOMOBILE LIABILITY

Y / N WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT EROTH- STATUTE
PER
(MM/DD/YYYY) LIMITS POLICY EXP(MM/DD/YYYY) POLICY EFFLTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $ AGGREGATE $
$
OCCUR
CLAIMS-MADE DED RETENTION $
PRODUCTS - COMP/OP AGG $ GENERAL AGGREGATE $
PERSONAL & ADV INJURY $
MED EXP (Any one person) $
EACH OCCURRENCE $

DAMAGE TO RENTED
PREMISES (Ea occurrence) $ COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
1/30/2023
(HD) Heffernan Insurance Brokers
1350 Carlback Avenue
Walnut Creek CA 94596
Heffernan Insurance Brokers 925-934-8500 925-934-8278 [email protected] License#: 0564249 Citizens Insurance Company of America 31534 LANDLOG-02 The Hanover American Insurance Company 36064 Land Logistics, INC
216 F Street, Suite 38
Davis CA 95616
Hanover Insurance Company 22292 Lloyd's of London 1069736821 A X 2,000,000 X 300,000 5,000 2,000,000 4,000,000 X
Y Y OBFA21581209 1/31/2023 1/31/2024
4,000,000
A Included in GL X X
OBFA21581209 1/31/2023 1/31/2024
B Y WZFA83165007 1/22/2023 1/22/2024
X
1,000,000 1,000,000 1,000,000
C
D

PROFESSIONAL LIABILITY

CYBER LIABILITY
LHFA21437510
ESL0039583091
1/31/2023
12/20/2022
1/31/2024
12/20/2023

PER CLAIM/AGGREGATE
LIMIT
$1M/$1M
$2,000,000
The City of Vallejo, its officers, officials, employees, agents and volunteers are included as an additional insured and primary with respects to the General Liability Policy per the attached endorsements, if required. Waiver of Subrogation is included on General Liability and Workers Compensation policies per the attached endorsement, if required. City of Vallejo
Attn: Anthony Cook
Community Development Department
555 Santa Clara Street, #3
Vallejo, CA 94590
DocuSign Envelope ID: 5BB5EA77-649B-4C87-9D8D-6B42B24FC2F0

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.

The additional premium for this endorsement shall be _____% of the California workers' compensation premium otherwise due on such remuneration.

Schedule
Person or Organization Job Description
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective Policy No. Endorsement No.

Insured
Insurance Company
Countersigned By
WC 04 03 06 (Ed 04-84)

APPLIES AS BLANKET WAIVER

FOR THOSE HAVING A WRITTEN
CONTRACT WITH THE POLICYHOLDER REQUIRING WOS FOR
WC POLICYHOLDER EMPLOYEES.

2 WZF-A831650-07

THE HANOVER AMERICAN INSURANCE COMPANY
DocuSign Envelope ID: 5BB5EA77-649B-4C87-9D8D-6B42B24FC2F0 DocuSign Envelope ID: 5BB5EA77-649B-4C87-9D8D-6B42B24FC2F0 DocuSign Envelope ID: 5BB5EA77-649B-4C87-9D8D-6B42B24FC2F0 DocuSign Envelope ID: 5BB5EA77-649B-4C87-9D8D-6B42B24FC2F0 DocuSign Envelope ID: 5BB5EA77-649B-4C87-9D8D-6B42B24FC2F0 DocuSign Envelope ID: 5BB5EA77-649B-4C87-9D8D-6B42B24FC2F0 Mar 16, 2023 2:13 PM, 1080428774
Contract and Routing Form
Requisition Number: 1080416616
Date Originated:

Finance Department ∙ 555 Santa Clara Street ∙ Vallejo ∙ CA ∙ 94590 ∙ 707.648.4592 Department: Planning and Building Services, Planning Division Staff Contact: Anthony Cook, [email protected] Contract Type: Professional Services Agreement
Vendor: Land Logistics Vendor Number:103284
Business License Number: 11706231

Contract Not to Exceed Amount: 30400.00
Contract Start Date: Mar 15, 2023 End Date: Mar 15, 2024 Option to Extend: City shall, at its discretion, have the right to extend the term of this Agreement, in intervals of one year, by written notice to Consultant. The total duration of this Agreement, including the exercise of any options under this section, shall not exceed three years.

Authority to Contract: Department Director
Other Comments:

This will be funded with Planning's Other Professional Services budget.

Insurance is attached
Attachments are uploaded for review here: https://bit.ly/vContracts Approved Pre-Requisition Form
Insurance
I have uploaded additional files.No
DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450 Contract and Routing Form
Signature Page
Department Initial Date Comment
Originating Department/Division
Risk Manager
Finance Department
City Attorney
City Manager
City Clerk
Return executed contract to: Anthony Cook
DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450 3/16/2023
3/17/2023
3/17/2023
3/21/2023
3/21/2023

Land Logistics Professional Services Agreement Page 1 of 10

CONSULTANT AND PROFESSIONAL SERVICES AGREEMENT
LAND LOGISTICS, INC.

This Consultant and Professional Services Agreement ("Agreement") is made at Vallejo, California, dated for reference this 15th day of March, 2023, by and between the City of Vallejo, a municipal corporation ("City"), and Land Logistics, Inc., hereinafter referred to as “Consultant”, who agree as follows:

1. Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide the City professional services as specified in Exhibit A, entitled “Interim Planning Consultant Services,” hereinafter referred to as “Scope of Work.”

2. Payment. City shall pay Consultant for services rendered pursuant to this Agreement at the times and in the manner set forth in Exhibit B, entitled “Compensation.” The payments specified in Exhibit B shall be the only payments to be made to Consultant for services rendered pursuant to this Agreement.

3. Facilities and Equipment. Consultant shall, at its sole cost and expense, furnish all facilities and equipment which may be required for furnishing services pursuant to this Agreement.

4. Indemnification. Consultant shall indemnify, hold harmless, and defend City, its officers, officials, directors, employees, agents, volunteers and affiliates and each of them from any and all claims, demands, causes of action, damages, costs, expenses, actual attorney’s fees, consultant’s fees, expert fees, losses or liability, in law or in equity, of every kind and nature whatsoever arising out of or in connection with Consultant’s operations, or any subcontractor’s operations, to be performed under this agreement for Consultant’s or subcontractor’s tort negligence including active or passive, or strict negligence, including but not limited to personal injury including, but not limited to bodily injury, emotional injury, sickness or disease, or death to persons and/or damage to property of anyone, including loss of use thereof, caused or alleged to be caused by any act or omission of Consultant, or any subcontractor, or anyone directly or indirectly employed by any of them or anyone for the full period of time allowed by the law, regardless to any limitation by insurance, with the exception of the sole negligence or willful misconduct of the City.

The provisions of this section shall survive the expiration or termination of this Agreement.

5. Insurance Requirements. Consultant agrees to comply with all of the Insurance Requirements set forth in Exhibit C, entitled “Insurance Requirements for Consultant.” Failure to maintain required insurance at all times shall constitute a default and material breach.

DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Land Logistics Professional Services Agreement Page 2 of 10

6. Accident Reports. Consultant shall immediately report (as soon as feasible, but not more than 24 hours) to the City Risk Manager any accident or other occurrence causing injury to persons or property during the performance of this Agreement. The report shall be made in writing and shall include, at a minimum: (a) the names, addresses, and telephone numbers of the persons involved, (b) the names, addresses, and telephone numbers of any known witnesses, (c) the date, time, and description of the accident or other occurrence.

7. Conflict of Interest. Consultant warrants and represents that to the best of its knowledge, there exists no actual or potential conflict between Consultant’s family, business, real property or financial interests and the services to be provided under this Agreement. Consultant shall comply with the City of Vallejo Conflict of Interest Code and not enter into any contract or agreement during the performance of this Agreement which will create a conflict of interest with its duties to City under this Agreement. In the event of a change in Consultant’s family, business, real property, or financial interests occurs during the term of this Agreement that creates an actual or potential conflict of interest, then Consultant shall disclose such conflict in writing to City. Every individual who performs services on behalf of Consultant pursuant to this Agreement must file a full Statement of Economic Interests (also known as Form 700) with the City Clerk if the work of the individual involves making a governmental decision whether to issue, deny, suspend, or revoke any permit, license, application, certificate, approval, order, or similar authorization or entitlement; authorizes the City to enter into, modify, or renew a contract; grants City approval of specifications for a contract; adopts or approves for the City any policy, standard or guideline; lobbies on behalf of the City, or performs the same or substantially all the same duties for the City that would otherwise be performed by an individual holding a position specified in the City’s Conflict of Interest Code.

8. Independent Contractor. Consultant is an independent contractor.

Neither Consultant nor any of Consultant’s officers, employees, agents, or subcontractors, if any, is an employee of City by virtue of this Agreement or performance of any services pursuant to this Agreement. City shall have the right to control Consultant only insofar as the results of Consultant’s services rendered pursuant to this Agreement; however, City shall not have the right to control the means by which Consultant accomplishes services pursuant to this Agreement.

9. Licenses, Permits, Etc. Consultant represents and warrants to City that all consultant services shall be provided by a person or persons duly licensed by the State of California to provide the type of services to be performed under this Agreement and that Consultant has all the permits, qualifications and approvals of whatsoever nature which are legally required for Consultant to practice its profession. Consultant represents and warrants to City that it shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement any DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Land Logistics Professional Services Agreement Page 3 of 10 licenses, permits, and approvals which are legally required for Consultant to practice its profession.

10. Business License. Consultant, and its subcontractors, has obtained or agrees to apply prior to performing any services under this Agreement to City’s Finance Department for a business license, pay the applicable business license tax and maintain said business license during the term of this Agreement. The failure to obtain such license shall be a material breach of this Agreement and grounds for termination by City. No payments shall be made to Consultant until such business license(s) has been obtained.

11. Standard of Performance. Consultant shall provide products and perform all services required pursuant to this Agreement in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised under similar conditions by a member of Consultant’s profession currently practicing in California.

Consultant is responsible for making an independent evaluation and judgment of all conditions affecting performance of the work, including without limitation applicable federal, state, and local laws and regulations, and all other contingencies or considerations.

Consultant’s responsibilities under this section shall not be delegated. Consultant shall be responsible to City for acts, errors, or omissions of Consultant’s subcontractors.

Consultant is responsible for making an independent evaluation and judgment of all conditions affecting performance of the work and shall prepare plans, reports, and/or other work products in such a way that additional costs will not be incurred beyond a project budget approved or amended by the City Manager or his or her designee.

Whenever the scope of work requires or permits review, approval, conditional approval or disapproval by City, it is understood that such review, approval, conditional approval or disapproval is solely for the purposes of administering this Agreement and determining whether the Consultant is entitled to payment for such work, and not be construed as a waiver of any breach or acceptance by the City of any responsibility, professional or otherwise, for the work, and shall not relieve the Consultant of responsibility for complying with the standard of performance or laws, regulations, industry standards, or from liability for damages caused by negligent acts, errors, omissions, noncompliance with industry standards, or the willful misconduct of Consultant.

12. Force Majeure. Neither party shall be considered in default of this Agreement to the extent performances are prevented or delayed by causes or circumstances beyond either party’s reasonable control, such as war, riots, strikes, DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Land Logistics Professional Services Agreement Page 4 of 10 lockouts, work slowdown or stoppage, acts of God, such as floods or earthquakes, and electrical blackouts or brownouts.

In the event that the Consultant is unable to meet the completion date or schedule of services, Consultant shall immediately inform the City Representative of this in writing. If additional time is required to perform the work, the City Representative may adjust the schedule.

13. Time is of the Essence. Time is of the essence in this Agreement. Any reference to days means calendar days, unless otherwise specifically stated.

14. Personnel. Consultant agrees to assign only competent personnel according to the reasonable and customary standards of training and experience in the relevant field to perform services under this Agreement. Failure to assign such competent personnel shall constitute grounds for termination of this Agreement.

The payment made to Consultant pursuant to this Agreement shall be the full and complete compensation to which Consultant and Consultant’s officers, employees, agents, and subcontractors are entitled for performance of any work under this Agreement. Neither Consultant nor Consultant’s officers or employees are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the City. The City will not make any federal or state tax withholdings on behalf of Consultant. The City shall not be required to pay any workers' compensation insurance on behalf of Consultant.

Consultant shall pay, when and as due, any and all taxes incurred as a result of Consultant’s compensation hereunder, including estimated taxes, and shall provide City with proof of such payments upon request.

15. Consultant Not Agent. Except as authorized under this Agreement or as City may authorize in a letter of authorization signed by the City Manager or his or her designee, 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, under this Agreement, to bind City to any obligation whatsoever.

16. Term. The term of this Agreement shall commence on March 15, 2023 and shall continue in full force and effect until March 15, 2024.

City shall, at its discretion, have the right to extend the term of this Agreement, in intervals of one year, by written notice to Consultant. The total duration of this Agreement, including the exercise of any options under this section, shall not exceed three years.

If the term of this Agreement extends into fiscal years subsequent to that in which DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Land Logistics Professional Services Agreement Page 5 of 10 it is initially approved, such continuation of the Agreement is contingent on the appropriation of funds for such purpose by the City Council of the City of Vallejo.

If funds to effect such continued payment are not appropriated, Consultant agrees to terminate any services supplied to City of Vallejo under this Agreement, and relieve City of any further obligation therefore.

17. Termination or Abandonment by City. The City has the right, at any time and in its sole discretion, to immediately terminate or abandon any portion or all of the services to be provided under this Agreement by giving notice to Consultant.

Upon receipt of a notice of termination, Consultant shall perform no further work except as specified in the notice. Before the date of termination, Consultant shall deliver to City all City records and documents, all work product, whether completed or not, as of the date of termination and not otherwise previously delivered.

The City shall pay Consultant for services performed in accordance with this Agreement before the date of termination. If this contract provides for payment of a lump sum for all services or by task and termination occurs before completion of the work or any defined task which according to the performance schedule was commenced before the notice of termination, the fee for services performed shall be based on an amount mutually agreed to by City and Consultant for the portion of work completed in conformance with this Agreement before the date of termination. In addition, the City will reimburse Consultant for authorized expenses incurred and not previously reimbursed. The City shall not be liable for any fees or costs associated for the termination or abandonment except for the fees, and reimbursement of authorized expenses, payable pursuant to this section.

18. Products of Consulting Services. The work product, including without limitation, all writings, work sheets, reports, recordings, drawings, files, detailed calculations and other work products, whether complete or incomplete, of Consultant resulting from services rendered pursuant to this Agreement, shall become the property of City. Consultant agrees that all copyrights which arise from creation of the work under this Agreement shall be vested in the City and waives and relinquishes all claims to copyright or other intellectual property rights in favor of the City. City acknowledges that its use of the work product is limited to the purposes contemplated by the scope of work and that the Consultant makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the scope of work.

Documents submitted to the City in electronic format shall be formatted according to specifications provided by the City, or if not otherwise specified, in Microsoft Word, Excel, PowerPoint or other Microsoft Office Suite (2002) format as appropriate for the particular work product or, if directed by the City Representative in Adobe Acrobat PDF format.

DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Land Logistics Professional Services Agreement Page 6 of 10

19. Cooperation by City. City shall, to the extent reasonable and practicable, assist and cooperate with Consultant in the performance of Consultant’s services hereunder.

20. Assignment and Subcontracting. Consultant shall not subcontract, assign or transfer voluntarily or involuntarily any of its rights, duties or obligation under this Agreement without the express written consent of the City Manager or his or her designee in each instance. Any attempted or purported assignment of any right, duty or obligation under this Agreement without said consent shall be void and of no effect.

If subcontracting of work is permitted, Consultant shall pay its subcontractor within ten (10) days of receipt of payment by City for work performed by a subcontractor and billed by the Consultant. Use of the term subcontractor in any other provision of this contract shall not be construed to imply authorization for Consultant to use subcontractors for performance of any service under this Agreement.

The City is an intended beneficiary of any work performed by Consultant’s subcontractor for purposes of establishing a duty of care between the subcontractor and City.

Any subcontractor or assignee consented to by City shall be bound by all terms and conditions of this agreement and the same shall be incorporated into and made a part of any assignment or subcontractor agreement.

21. Successors and Assigns. All terms, conditions, and provisions of this Agreement shall apply to and bind the respective heirs, executors, administrators, successors, and assigns of the parties. Nothing in this section is intended to affect the limitation on assignment.

22. Non-Discrimination/Fair Employment Practices.
(a) Consultant shall not, because of race, religious creed, color, sex, national original, ancestry, disability, medical condition, age, marital status or sexual orientation of any person, refuse to hire or employ, or to bar or discharge from employment, or to discriminate in compensation, or in terms, conditions or privileges any person, and every employee will receive equal opportunity for employment and shall be granted equal treatment with respect to compensation, terms, conditions or other privileges of employment, without regard to his race, religious creed, color, sex, national origin, ancestry, or disability, medical condition, age, marital status or sexual orientation.

Consultant warrants and represents it is an equal opportunity employer and agrees it shall not discriminate on the basis of race, religious creed, color, sex, national origin, ancestry, disability, medical condition, age, marital status or sexual DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Land Logistics Professional Services Agreement Page 7 of 10 orientation in the selection and retention of employees, subcontractors or procurement of materials or equipment.

In all solicitations either by competitive bidding or negotiations made by Consultant for work to be performed under any subcontract, including procurement of materials or equipment, each potential subcontractor or supplier shall be notified by Consultant of Consultant’s obligation under this Agreement relative to nondiscrimination and fair employment practices.

Consultant shall include the above provisions of this section in every subcontract, including procurement of materials or equipment.
(b) Consultant agrees to comply with Title VII of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act, the Americans with Disabilities Act of 1990, any other applicable federal and state laws and regulations and City ordinances and regulations hereinafter enacted.

23. Notices. All notices or instruments required to be given or delivered by law or this Agreement shall be in writing and shall be effective upon receipt thereof and shall be by personal service or delivered by depositing the same in any United States Post Office, registered or certified mail, postage prepaid, addressed to:

If to City: Margaret Kavanaugh-Lynch
Planning Manager
Planning and Development Svcs. Dept.
555 Santa Clara Street
Vallejo, CA 94590
Email address
If to Consultant: Brian Millar, AICP
President
Land Logistics
216 F Street, #38
Davis, CA 95616
[email protected]
Any party may change its address for receiving notices by giving written notice of such change to the other party in accordance with this section.

24. Integration Clause. This Agreement, including all Exhibits, contains the entire agreement between the parties and supersedes whatever oral or written understanding they may have had prior to the execution of this Agreement. This Agreement shall not be amended or modified except by a written agreement executed by each of the parties hereto.

25. Severability Clause. Should any provision of this Agreement ever be DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Land Logistics Professional Services Agreement Page 8 of 10 deemed to be legally void or unenforceable, all remaining provisions shall survive and be enforceable.

26. Law Governing. This Agreement shall in all respects be governed by the law of the State of California without regard to its conflicts of law rules. Litigation arising out of or connected with this Agreement shall be instituted and maintained in the courts of Solano County in the State of California or in the United States District Court, Eastern District of California, Sacramento, California, and the parties consent to jurisdiction over their person and over the subject matter of any such litigation in such courts, and consent to service of process issued by such courts.

27. Waiver. Waiver by either party of any default, breach or condition precedent shall not be construed as a waiver of any other default, breach or condition precedent or any other right hereunder.

28. Ambiguity. The parties acknowledge that this is a negotiated agreement, that they have had the opportunity to have this Agreement reviewed by their respective legal counsel, and that the terms and conditions of this Agreement are not to be construed against any party on the basis of such party's draftsmanship thereof.

29. Gender. All pronouns and any variations thereof shall be deemed to refer to the masculine, feminine, neuter, singular or plural, as the identifications of the person or persons, firm or firms, corporation or corporations may require.

30. Headings. The section headings contained in this Agreement are inserted for convenience only and shall not affect in any way the meaning or interpretation of this Agreement.

31. Compliance with Laws. Consultant will comply with all statutes, regulations and ordinances in the performance of all services under this Agreement.

32. Confidentiality of City Information. During the performance of services under this Agreement, Consultant may gain access to and use City information regarding, but not limited to, procedures, policies, training, operational practices, and other vital information (hereafter collectively referred to as "City Information") which are valuable, special and unique assets of the City. Consultant agrees that it will not use any information obtained as a consequence of the performance of services under this Agreement for any purpose other than fulfillment of Consultant’s scope of work , to protect all City Information and treat it as strictly confidential and proprietary to City, and that it will not at any time, either directly or indirectly, divulge, disclose or communicate in any manner any City Information to any third party, other than its own employees, agents or subcontractors who have a need for the City Information for the performance of services under this Agreement, without the prior written consent of City, or as required by law.

DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Land Logistics Professional Services Agreement Page 9 of 10 Consultant shall treat all records and work product prepared or maintained by Consultant in the performance of this Agreement as confidential.

A violation by Consultant of this section shall be a material violation of this Agreement and will justify legal and/or equitable relief.

Consultant’s obligations under this section shall survive the completion of services, expiration or termination of this Agreement.

33. News and Information Release. Consultant agrees that it will not issue any news releases in connection with either the award of this Agreement, or any subsequent amendment of or efforts under this Agreement, without first obtaining review and approval of said news releases from City through the City Representative.

34. City Representative. The City Representative specified in Exhibit A, or the representative's designee, shall administer this Agreement for the City.

35. Counterparts. The parties may execute this Agreement in one or more counterparts, each of which shall be deemed an original, but all of which together shall be deemed one and the same instrument.

36. Facsimile Signature; Electronic Signature. This Agreement shall be binding upon the receipt of facsimile signatures or e-mailed by PDF or otherwise.

Any person transmitting his or her signature by facsimile or electronically shall promptly send an original signature to the other party pursuant to the notice provision of this Agreement. The failure to send an original shall not affect the binding nature of this Agreement.

37. Authority. The person signing this Agreement for Consultant hereby represents and warrants that he/she is fully authorized to sign this Agreement on behalf of Consultant.

38. Exhibits. The following exhibits are attached hereto and incorporated herein by reference:

Exhibit A, entitled “Scope of Work,” including any attachments Exhibit B, entitled “Compensation,” including any attachments Exhibit C, entitled “Insurance Requirements,” including attachments [SIGNATURES ON FOLLOWING PAGE]

DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Land Logistics Professional Services Agreement Page 10 of 10 IN WITNESS WHEREOF, the parties have executed this Agreement on the day and year shown below the name of each of the parties.

Land Logistics,
a California corporation
By:

Brian Millar, AICP
President
DATE:
11706231
Vallejo Business License No.
(City Seal)

CITY OF VALLEJO,
a municipal corporation
By:

Christina Ratcliffe, AICP
Planning and Development Services
Director
DATE:

ATTEST:

By:

Dawn G. Abrahamson
City Clerk
APPROVED AS TO CONTENT:

Margaret Kavanaugh-Lynch
Planning Manager
APPROVED AS TO FORM:

Veronica A.F. Nebb
City Attorney
APPROVED AS TO INSURANCE:

Armond Sarkis
Risk Manager

DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450 3/16/2023
3/21/2023
LAND

LOGISTICS

PLANNING & DEVELOPMENT SERVICES
March 15, 2023
Proposed Interim Planning Consultant Services for the City of Vallejo Scope of Work
Land Logistics, Inc., (Land Logistics) would provide interim staffing support services to the Planning Division of the Planning & Development Services Department to perform the following general work tasks: Review and processing of use permits, building permits, sign permits, business licenses, and other development permits, as assigned, for compliance with applicable agency Zoning/ development standards. Assisting staff and taking lead role with front counter public inquiries, phone calls, correspondence and emails for the Planning Division. Intake and routing of development applications. Site visits/inspections of project properties from time to time, if requested by the City. Planning-related research and similar duties, as assigned. This work is generally anticipated to require up to 16 hours per week (two days) to be conducted at the City offices (specific days to be arranged with the City).

Land Logistics will utilize Associate Planner Leiloni Shine, AICP, for this assignment.

Term of Agreement
The term of this Agreement shall run through March 15, 2024, and may be extended or modified as may be agreed upon by the City and Land Logistics.

Costs
Land Logistics will bill work performed by Ms. Shine at an hourly rate of $115.00, with a total cost not to exceed $30,400. Invoices summarizing the work performed will be submitted to the City on a monthly basis.

Sincerely,
Brian Millar, AICP
President
Land Logistics, Inc.

Ph: 530-902-9218
Email: [email protected]
216 F Street, #38 • Davis, CA 95616 • 530.902.9218

EXHIBIT A
ATTACHMENT 1 TO EXHIBIT B
DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450 Leiloni Shine, AICP
Associate Planner
216 F Street, #38
Davis, CA 95616
Phone: 530-902-9218
www.landlogistics.com
Planning Experience
Assistant and Associate Planner, Land Logistics (October 2019 to present) Public agency roles have included provision of Planning services to public agencies (Cities of Clearlake, Tracy, Yuba City and Willits, and for the Counties of Humboldt, Mendocino and San Joaquin). Performs general current planning duties, including processing of general planning applications such as general plan amendments and rezones; conditional use permits; development plan and site plan reviews; parcel and tentative maps; and lot line adjustments. Ms.

Shine’s work has also included staffing of the front Planning counter; development application intake, routing and processing; completion of staff reports, conditions of approval and resolutions; making staff presentations at Development Review Committee, Planning Commission and City Council meetings; building permit processing/plan checks; business license reviews; and phone and email correspondence. Examples of Ms. Shine’s research-related project work:
completion of an RFP for airport consulting services; researching local agency jurisdictions to draft a citywide Sidewalk Ordinance; research and ordinance work for permitting of food trucks; reviewing and writing a grant application for the Clean California Local Grant Program for citywide beautification funding; and cannabis ordinance research and related GIS mapping and graphics preparation.

Shine Land Use Consulting
Provides application processing and development support to private-sector clients, including cannabis cultivation permitting/licensing, agency permitting, winery operations, and in real estate sales and development.

Additional work experience includes private-sector roles for grant writing, watershed and wildlife management plan preparation, and ecotourism.

Education
Bachelor of Arts, Resource Management and Land Use
University of Wisconsin, Stevens Point (2015)
Member, American Planning Association and American Institute of Certified Planners DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Land Logistics Professional Services Agreement Page 1 of 2 Exhibit B - Compensation

EXHIBIT B

COMPENSATION

1. Consultant’s Compensation.

A. Services: City agrees to pay Consultant, at the rate(s) specified below, for those services set forth in Exhibit A of this Agreement for a total not to exceed Thirty Thousand and Four Hundred dollars and zero cents ($30,400).

2. Appropriate Billable Hourly Rates for Services and Additional Services.

Consultant’s billable hourly rates shall be as listed in Attachment 1 of Exhibit B, attached hereto and incorporated herein by this reference.

3. Consultant’s Reimbursable Expenses. Reimbursable Expenses shall be limited to actual reasonable expenditures of Consultant for expenses that are necessary for the proper completion of the Services and shall only be payable if specifically authorized in advance by City.

4. Payments to Consultant.

A. Payments to Consultant shall be made within a reasonable time after receipt of Consultant’s invoice, said payments to be made in proportion to services performed.

B. Request for payment shall be sent to:

Anthony Cook
Administrative Analyst
Planning and Development Services
555 Santa Clara Street
Vallejo, CA 94590
[email protected]

5. Accounting Records of Consultant. Consultant shall maintain for three (3) years after completion of all services hereunder, all records under this Agreement. Consultant shall keep such records available for audit, inspection and copying by representatives of the City’s Finance Department or other government agencies during regular business hours upon twenty four (24) hours’ notice.

The obligations of Consultant under this section shall survive this Agreement.

6. Taxes. Consultant shall pay, when and as due, any and all taxes incurred DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Land Logistics Professional Services Agreement Page 2 of 2 Exhibit B - Compensation
as a result of Consultant’s compensation hereunder, including estimated taxes, and shall provide City with proof of such payments upon request.

7. Taxpayer Identification Number. Consultant shall provide City with Consultant’s complete Request for Taxpayer Identification Number and Certification, Form W-9, as issued by the Internal Revenue Service, and any other State or local tax identification number requested by City.

DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Consultant and Professional Services Agreement (Revised 01.2019) Page 1 of 3 Exhibit C – Insurance Requirements

EXHIBIT C

INSURANCE REQUIREMENTS
Consultant shall procure and maintain for the duration of this Agreement, including any extensions thereto, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of services hereunder by the Consultant, their agents, representatives, or employees or subcontractors.

1. Minimum Scope of Insurance. Coverage shall be at least as broad as:

A. Insurance Services Office form number GL 0002 covering Comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability; or Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).

B. Insurance Services Office form number CA 0001 covering Automobile Liability, code 1 any auto and endorsement CA 0025.

C. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance.

D. Professional Liability insurance appropriate to the Consultant’s profession (Errors and Omission).

2. Minimum Limits of Insurance. Consultant shall maintain limits no less than:

A. General Liability: $2,000,000 per occurrence for bodily injury, personal injury, and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

B. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.

C. Workers’ Compensation and Employer's Liability: $1,000,000 per accident for bodily injury or disease. If Consultant is not subject to California Workers’ Compensation requirements, Consultant shall file a completed certificate of exemption form which may be obtained from the City prior to commencing any activity authorized hereunder.

DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Consultant and Professional Services Agreement (Revised 01.2019) Page 2 of 3 Exhibit C – Insurance Requirements
D. Professional Liability (Errors and Omission): $1,000,000 combined single limit per occurrence, and annual aggregate.

3. Deductible and Self-Insured Retention. Any deductibles or self-insured retention must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the City of Vallejo, its officers, officials, employees and volunteers; or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses.

4. Other Insurance Provisions. The general liability and automobile liability policies, as can be provided, are to contain, or be endorsed to contain, the following provisions:

A. The City of Vallejo, its officers, officials, employees, agents and volunteers are to be covered as additional insureds as respects; liability, including defense costs, arising out of activities performed by or on behalf of the Consultant; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased hired or borrowed by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to the City of Vallejo, its officers, officials, employees, agents or volunteers. The insurance is to be issued by companies licensed to do business in the State of California.

B. For any claims related to this project, the Consultant's insurance coverage shall be primary insurance as respects the City of Vallejo, its officers, officials, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City of Vallejo, its officers, officials, employees, agents, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it.

C. Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees, agents, or volunteers.

D. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

E. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City.

F. The workers’ compensation and employer’s liability policy required hereunder shall be endorsed to state that the workers' compensation carrier DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

Consultant and Professional Services Agreement (Revised 01.2019) Page 3 of 3 Exhibit C – Insurance Requirements
waives its right of subrogation against City, its officers, officials, employees, agents and volunteers, which might arise by reason of payment under such policy in connection with Consultant’s performance under this Agreement.

5. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII.

6. Verification of Coverage. Consultant shall furnish the City with certificates of insurance and original endorsements effecting general and automobile liability insurance coverage required by this clause. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences.

7. 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.

8. Payment Withhold. City will withhold payments to Consultant if the certificates of insurance and endorsements required in Paragraph F, above, are canceled or Consultant otherwise ceases to be insured as required herein.

DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A : NAIC #
NAME: CONTACT
(A/C, No): FAX
E-MAIL ADDRESS:

PRODUCER
(A/C, No, Ext): PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A

SUBR WVDADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$ PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person) COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOS ONLY AUTOS NON-OWNED OWNED SCHEDULED

ANY AUTO

AUTOMOBILE LIABILITY

Y / N WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED?
(Mandatory in NH) DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEEE.L. EACH ACCIDENT EROTH- STATUTE PER
(MM/DD/YYYY) LIMITS POLICY EXP(MM/DD/YYYY) POLICY EFFLTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $ AGGREGATE $
$
OCCUR
CLAIMS-MADE DED RETENTION $
PRODUCTS - COMP/OP AGG $ GENERAL AGGREGATE $ PERSONAL & ADV INJURY $ MED EXP (Any one person) $
EACH OCCURRENCE $ DAMAGE TO RENTED
PREMISES (Ea occurrence) $ COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
1/30/2023
(HD) Heffernan Insurance Brokers
1350 Carlback Avenue
Walnut Creek CA 94596
Heffernan Insurance Brokers 925-934-8500 925-934-8278 [email protected] License#: 0564249 Citizens Insurance Company of America 31534 LANDLOG-02 The Hanover American Insurance Company 36064 Land Logistics, INC
216 F Street, Suite 38
Davis CA 95616
Hanover Insurance Company 22292 Lloyd's of London 1069736821 A X 2,000,000 X 300,000 5,000 2,000,000 4,000,000 X
Y Y OBFA21581209 1/31/2023 1/31/2024
4,000,000
A Included in GL X X
OBFA21581209 1/31/2023 1/31/2024
B Y WZFA83165007 1/22/2023 1/22/2024
X
1,000,000 1,000,000 1,000,000
C
D

PROFESSIONAL LIABILITY

CYBER LIABILITY
LHFA21437510
ESL0039583091
1/31/2023
12/20/2022
1/31/2024
12/20/2023

PER CLAIM/AGGREGATE
LIMIT
$1M/$1M
$2,000,000
The City of Vallejo, its officers, officials, employees, agents and volunteers are included as an additional insured and primary with respects to the General Liability Policy per the attached endorsements, if required. Waiver of Subrogation is included on General Liability and Workers Compensation policies per the attached endorsement, if required. City of Vallejo
Attn: Anthony Cook
Community Development Department
555 Santa Clara Street, #3
Vallejo, CA 94590
DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450

WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule.

The additional premium for this endorsement shall be _____% of the California workers' compensation premium otherwise due on such remuneration.

Schedule
Person or Organization Job Description
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective Policy No. Endorsement No.

Insured
Insurance Company
Countersigned By
WC 04 03 06 (Ed 04-84)

APPLIES AS BLANKET WAIVER

FOR THOSE HAVING A WRITTEN
CONTRACT WITH THE POLICYHOLDER REQUIRING WOS FOR
WC POLICYHOLDER EMPLOYEES.

2 WZF-A831650-07

THE HANOVER AMERICAN INSURANCE COMPANY
DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450 DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450 DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450 DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450 DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450 DocuSign Envelope ID: 789D6E25-1A2E-4374-8FAD-E578F6241450 Certificate Of Completion
Envelope Id: 789D6E251A2E43748FADE578F6241450 Status: Completed Subject: Complete with DocuSign: Land Logistics Professional Services Agreement-Contract Planner_lz- Fin...

Source Envelope:

Document Pages: 26 Signatures: 6 Envelope Originator:

Certificate Pages: 6 Initials: 5 Anthony Cook
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
555 Santa Clara St
Vallejo, CA 94590
[email protected]
IP Address: 71.128.39.127
Record Tracking
Status: Original
3/16/2023 2:31:27 PM
Holder: Anthony Cook
[email protected]
Location: DocuSign
Security Appliance Status: Connected Pool: StateLocal
Storage Appliance Status: Connected Pool: City of Vallejo Location: DocuSign Signer Events Signature Timestamp
Brian Millar
[email protected]
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 24.2.50.156
Sent: 3/16/2023 2:44:30 PM
Viewed: 3/16/2023 2:50:54 PM
Signed: 3/16/2023 2:54:34 PM
Electronic Record and Signature Disclosure:

Accepted: 3/16/2023 2:50:54 PM
ID: e49a7d6d-938f-4c83-9167-d5faef50970c
Margaret Kavanaugh-Lynch
[email protected]
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 71.128.39.127
Sent: 3/16/2023 2:54:36 PM
Viewed: 3/16/2023 3:44:37 PM
Signed: 3/16/2023 3:45:38 PM
Electronic Record and Signature Disclosure:

Accepted: 3/16/2023 3:44:37 PM
ID: 4a2077c6-e02e-48a6-9a1d-ec0e8d38a669
Armond Sarkis
[email protected]
Risk Manager
City of Vallejo
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 73.222.50.107
Sent: 3/16/2023 3:45:40 PM
Viewed: 3/17/2023 8:15:44 AM
Signed: 3/17/2023 8:16:44 AM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
Allen French
[email protected]
Purchasing Manager
City of Vallejo
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 71.128.39.127
Sent: 3/17/2023 8:16:47 AM
Resent: 3/17/2023 11:08:52 AM
Viewed: 3/17/2023 12:13:29 PM
Signed: 3/17/2023 12:13:39 PM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
Signer Events Signature Timestamp
Laura Zagaroli
[email protected]
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 96.72.169.102
Sent: 3/17/2023 12:13:42 PM
Resent: 3/21/2023 9:45:34 AM
Viewed: 3/21/2023 9:51:16 AM
Signed: 3/21/2023 9:51:37 AM
Electronic Record and Signature Disclosure:

Accepted: 3/21/2023 9:51:16 AM
ID: 150d5e5b-7bcd-4ac8-986c-3e00488240e4
Christina Ratcliffe
[email protected]
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 71.128.39.127
Sent: 3/21/2023 9:51:40 AM
Resent: 3/21/2023 2:05:45 PM
Viewed: 3/21/2023 4:39:25 PM
Signed: 3/21/2023 4:40:01 PM
Electronic Record and Signature Disclosure:

Accepted: 2/9/2021 6:42:03 AM
ID: e7ed1df6-7283-4780-9d61-7b275de9aa19
Dawn G. Abrahamson
[email protected]
City Clerk
City of Vallejo
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 71.128.39.127
Sent: 3/21/2023 4:40:03 PM
Viewed: 3/21/2023 4:40:39 PM
Signed: 3/21/2023 4:40:49 PM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Angelina Joya
[email protected]
Deputy City Clerk
City of Vallejo
Security Level: Email, Account Authentication
(None)
Sent: 3/21/2023 4:40:51 PM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
Anthony Cook
[email protected]
Security Level: Email, Account Authentication
(None)
Sent: 3/21/2023 4:40:52 PM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 3/16/2023 2:44:30 PM
Certified Delivered Security Checked 3/21/2023 4:40:39 PM Signing Complete Security Checked 3/21/2023 4:40:49 PM
Completed Security Checked 3/21/2023 4:40:52 PM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure

ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of Vallejo (we, us or Company) may be required by law to provide to you certain written notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures electronically through the DocuSign system.

Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to this Electronic Record and Signature Disclosure (ERSD), please confirm your agreement by selecting the check-box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.

Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available electronically to you by us. You will have the ability to download and print documents we send to you through the DocuSign system during and immediately after the signing session and, if you elect to create a DocuSign account, you may access the documents for a limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to send you paper copies of any such documents from our office to you, you will be charged a $0.00 per-page fee. You may request delivery of such paper copies from us by following the procedure described below.

Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and disclosures electronically is described below.

Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can complete certain steps in transactions with you and delivering services to you because we will need first to send the required notices or disclosures to you in paper format, and then wait until we receive back from you your acknowledgment of your receipt of such paper notices or disclosures. Further, you will no longer be able to use the DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from us.

All notices and disclosures will be sent to you electronically Electronic Record and Signature Disclosure created on: 10/10/2019 1:09:10 PM Parties agreed to: Brian Millar, Margaret Kavanaugh-Lynch, Laura Zagaroli, Christina Ratcliffe Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you during the course of our relationship with you. To reduce the chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with this process, please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the notices and disclosures electronically from us.

How to contact City of Vallejo:

You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows:

To contact us by email send messages to: [email protected] To advise City of Vallejo of your new email address
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Acknowledging your access and consent to receive and sign documents electronically To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please confirm that you have read this ERSD, and (i) that you are able to print on paper or electronically save this ERSD for your future reference and access; or (ii) that you are able to email this ERSD to an email address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check-box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.

By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm that:
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CONSENT CALENDAR 8.Q.

DATE: May 28, 2024
TO: Mayor and Members of the City Council
FROM: Christina Ratcliffe, AICP, Planning & Development Services Director SUBJECT: ADOPT A RESOLUTION APPROVING A FIRST AMENDMENT TO THE EXISTING

CONSULTANT AND PROFESSIONAL SERVICES AGREEMENT WITH SHUMS CODA & ASSOCIATES, INC. TO INCREASE THE MAXIMUM NOT-TO-EXCEED AMOUNT OF THE AGREEMENT TO $175,000, AND AUTHORIZING THE CITY MANAGER TO EXECUTE SAME

RECOMMENDATION
Adopt a Resolution approving a First Amendment to the Existing Consultant and Professional Services Agreement to increase the maximum not-to-exceed amount of the Agreement to $175,000, and authorizing the City Manager to execute same.

REASONS FOR RECOMMENDATION
The Building Division is experiencing staffing shortages and Shums Coda & Associates, Inc. has the expert services to aid in processing building permits in a timely manner.

BACKGROUND AND DISCUSSION
The Building Division uses contractual services on an as-needed basis to assist staff with plan review, building inspections and other work related to building permits during periods of high construction activity or for projects requiring specialized knowledge. Contractual support supplements the City staff's effort to reduce plan check turn-around time, provide customer support and manage the inspection workload in light of on-going staffing shortages.

FISCAL IMPACT
There will be no impact on the General Fund as a result of the recommended action. Funding for contractual plan review, inspection, and other permit-related professional services, as described herein, is generated directly from the fees collected for plan review and building permits and vacancy savings.

ENVIRONMENTAL REVIEW
This action is exempt from the California Environmental Quality Act (CEQA) because it is not a project which has a potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment, pursuant to CEQA Guidelines section 15378.

ATTACHMENTS

1. Resolution Approving 1st Amendment to Agreement with Shums Coda for Bldg. Svcs._CAO_Stamp

2. First Amendment Agreement Shums Coda_CAO_Stamp

3. Shums Extension Letter 3.19.24

4. Shums Coda & Associates Consultant and Professional Srvcs. Agreement_Executed

CONTACT
Date: May 28, 2024
Subject: ADOPT A RESOLUTION APPROVING A FIRST AMENDMENT TO THE EXISTING

CONSULTANT AND PROFESSIONAL SERVICES AGREEMENT WITH SHUMS CODA & ASSOCIATES, INC. TO INCREASE THE MAXIMUM NOT-TO-EXCEED AMOUNT OF THE AGREEMENT TO $175,000, AND AUTHORIZING THE CITY

MANAGER TO EXECUTE SAME

Page 2 ends

Christina Ratcliffe, AICP, Planning & Development Services Director [email protected]
RESOLUTION NO. 24- _____ N.C.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VALLEJO APPROVING A FIRST

AMENDMENT TO THE EXISTING CONSULTANT AND PROFESSIONAL SERVICES AGREEMENT WITH SHUMS CODA & ASSOCIATES, INC. TO INCREASE THE MAXIMUM NOT-TO-EXCEED AMOUNT OF THE AGREEMENT TO $175,000, AND AUTHORIZING THE

CITY MANAGER TO EXECUTE SAME
WHEREAS, the City of Vallejo Planning and Development Services Department Building Division uses contractual services on an as-needed basis to assist staff with plan review, building inspections and other work related to building permits during periods of high construction activity or for projects requiring specialized knowledge; and WHEREAS, contractual support supplements the City staff's effort to reduce plan check turnaround time, manage the inspection workload in light of fluctuating demand and perform damage assessment safety inspections during natural disasters; and WHEREAS, contractual services assist the Building Division to maintain critical staffing levels when positions become vacant and/or service needs increase; and WHEREAS, current staffing levels are not sufficient to support the work required to process complex building applications, and outside consultant services are required to provide technical expertise on a range of disciplines necessary to process complex projects in a timely manner; and
WHEREAS, Shums Coda & Associates, Inc. provides Building consulting services; and WHEREAS, the proposed amendment to the existing agreement increases the maximum notto-exceed amount of the contract to $175,000; and WHEREAS, the City’s Planning and Development Services Department permit application fees will pay for this work; and
WHEREAS, this action is exempt from the California Environmental Quality Act (CEQA), pursuant to CEQA Guidelines Section 15378, as it is not a project that has the potential for resulting in either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment.

NOW, THEREFORE BE IT RESOLVED that the City Council hereby approves the First Amendment to the existing Consultant and Professional Services Agreement with Shums Coda & Associates, Inc.to increase the maximum not-to-exceed amount of the Agreement to $175,000 and authorizes the City Manager to execute same.

Adopted by the City Council of the City of Vallejo at a regular meeting held on May 28, 2024, with the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
______________________________________

ROBERT MCCONNELL, MAYOR
ATTEST: ______________________________________
DAWN G. ABRAHAMSON, CITY CLERK
First Amendment to Consultant Professional Services Agreement Between City of Vallejo and Shums Coda & Associates Inc.Page 1 of 2

FIRST AMENDMENT TO

CONSULTANT AND PROFESSIONAL SERVICES AGREEMENT BETWEEN

CITY OF VALLEJO
AND
SHUMS CODA & ASSOCIATES, INC.

This First Amendment to the Consultant and Professional Services Agreement made and entered into on March 28, 2023, hereinafter referred to as “Agreement,” between Shums Coda & Associates Inc., a California corporation, therein referred to as “Consultant, and the City of Vallejo, a municipal corporation, therein referred to as “City,” is made and entered into on this 29th day of May 2024.

Consultant and City do mutually agree as follows:

1. Revised Compensation to Consultant. Consultant’s compensation as set forth in Section 1.A of Exhibit B of the Agreement is hereby increased by $75,000.00 to a maximum not to exceed amount of $175,000.00.

2. Integration. This First Amendment contains the entire agreement between the parties with respect to its subject matter and supersedes whatever oral or written understanding they may have had prior to the execution of this First Amendment. This First Amendment shall not be amended or modified except by a written agreement executed by each of the parties. Except as specifically revised herein, all terms and conditions of the Agreement shall remain in full force and effect, and CONSULTANT shall perform all duties, obligations and conditions required under the Agreement.

3. Inconsistencies. In the event of any conflict or inconsistency between the provisions of this First Amendment and the Agreement, the provisions of this First Amendment shall control in all respects.

4. Ambiguities. The parties have each carefully reviewed this First Amendment and have agreed to each term of this First Amendment. No ambiguity shall be presumed to be construed against either party.

5. Counterparts. This First Amendment may be executed by the parties in one or more counterparts all of which collectively shall constitute one document and agreement.

6. Authority. The person signing this First Amendment for Consultant hereby represents and warrants that he or she is fully authorized to sign this First Amendment on behalf of Consultant.

First Amendment to Consultant Professional Services Agreement Between City of Vallejo and Shums Coda & Associates Inc.Page 2 of 2
IN WITNESS WHEREOF, the parties have entered into this First Amendment on the day and year first hereinabove appearing.

SHUMS CODA & ASSOCIATES, INC.,
a California corporation
BY:

Christine Godinez
Chief Operating Officer
DATE:
11710500
Vallejo Business License No
(City Seal)

CITY OF VALLEJO,
a municipal corporation
BY:

Gillian Haen
Assistant City Manager
DATE:

ATTEST:

Dawn G. Abrahamson
City Clerk
APPROVED AS TO CONTENT:

Christina Ratcliffe, AICP
Planning & Development Services Director
APPROVED AS TO FORM:

Veronica A. F. Nebb
City Attorney
APPROVED AS TO INSURANCE:

Armond Sarkis
Risk Manager
Planning Division ∙ 555 Santa Clara Street ∙ Vallejo ∙ CA ∙ 94590 ∙ 707.649.5452 Shums Coda & Associates Inc. ATTN: Christine Godinez
5776 Stoneridge Mall Rd., Ste 150 Pleasanton, CA 94588
RE: EXERCISE OF OPTION TO EXTEND
Contract Number: 23-PS155
By and Between: City of Vallejo / Shums Coda & Associates Inc.

Dear Ms. Christine Godinez,
Pursuant to paragraph 16 of the Consultant and Professional Services Agreement (“Agreement”) dated March 28, 2023 the City hereby provides written notice exercising its option to extend the Agreement an additional one year. The new termination date shall now be March 28, 2025 unless otherwise extended by the City pursuant to paragraph 16 and/or Vallejo Municipal Code Chapter 3.20.

All other provisions of the Agreement remain unchanged and in full force and effect.

If you have any questions, please contact Dale Miller at [email protected].

Sincerely,
Christina Ratcliffe AICP
Planning & Development Services Director
DocuSign Envelope ID: 12A1F14D-DAC0-48B2-93D8-51233E8D26E4 Mar 28, 2023 10:30 AM, 1084667573
Contract and Routing Form
Requisition Number: 1084654723
Date Originated:

Finance Department ∙ 555 Santa Clara Street ∙ Vallejo ∙ CA ∙ 94590 ∙ 707.648.4592 Department: Planning and Building Services, Building Division Staff Contact: Anthony Cook, [email protected] Contract Type: Professional Services Agreement
Vendor: Shums Coda & Associates Inc. Vendor Number:103534 Business License Number: 11710500

Contract Not to Exceed Amount: 100000.00
Contract Start Date: Mar 28, 2023 End Date: Mar 28, 2024 Option to Extend: City shall, at its discretion, have the right to extend the term of this Agreement, in intervals of one year, by written notice to Consultant. The total duration of this Agreement, including the exercise of any options under this section, shall not exceed three years.

Authority to Contract: City Manager
Other Comments:

Insurance is attached
Pre-req is attached
Attachments are uploaded for review here: https://bit.ly/vContracts Approved Pre-Requisition Form
Insurance
I have uploaded additional files.No
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Contract and Routing Form
Signature Page
Department Initial Date Comment
Originating Department/Division
Risk Manager
Finance Department
City Attorney
City Manager
City Clerk
Return executed contract to: Anthony Cook
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 3/28/2023
3/30/2023
3/30/2023
3/30/2023
3/30/2023
3/30/2023

Shums Coda & Associates Inc. Professional Services Agreement Page 1 of 10

CONSULTANT AND PROFESSIONAL SERVICES AGREEMENT
SHUMS CODA & ASSOCIATES INC.

This Consultant and Professional Services Agreement ("Agreement") is made at Vallejo, California, dated for reference this 28th day of March, 2023, by and between the City of Vallejo, a municipal corporation ("City"), and Shums Coda & Associates Inc., a California corporation, hereinafter referred to as “Consultant”, who agree as follows:

1. Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide the City professional services as specified in Exhibit A, entitled “As-Needed Outside Review, Permitting, and Field Inspection Services,” hereinafter referred to as “Scope of Work.”

2. Payment. City shall pay Consultant for services rendered pursuant to this Agreement at the times and in the manner set forth in Exhibit B, entitled “Compensation.” The payments specified in Exhibit B shall be the only payments to be made to Consultant for services rendered pursuant to this Agreement.

3. Facilities and Equipment. Consultant shall, at its sole cost and expense, furnish all facilities and equipment which may be required for furnishing services pursuant to this Agreement.

4. Indemnification. Consultant shall indemnify, hold harmless, and defend City, its officers, officials, directors, employees, agents, volunteers and affiliates and each of them from any and all claims, demands, causes of action, damages, costs, expenses, actual attorney’s fees, consultant’s fees, expert fees, losses or liability, in law or in equity, of every kind and nature whatsoever arising out of or in connection with Consultant’s operations, or any subcontractor’s operations, to be performed under this agreement for Consultant’s or subcontractor’s tort negligence including active or passive, or strict negligence, including but not limited to personal injury including, but not limited to bodily injury, emotional injury, sickness or disease, or death to persons and/or damage to property of anyone, including loss of use thereof, caused or alleged to be caused by any act or omission of Consultant, or any subcontractor, or anyone directly or indirectly employed by any of them or anyone for the full period of time allowed by the law, regardless to any limitation by insurance, with the exception of the sole negligence or willful misconduct of the City.

The provisions of this section shall survive the expiration or termination of this Agreement.

5. Insurance Requirements. Consultant agrees to comply with all of the Insurance Requirements set forth in Exhibit C, entitled “Insurance Requirements DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

Shums Coda & Associates Inc. Professional Services Agreement Page 2 of 10 for Consultant.” Failure to maintain required insurance at all times shall constitute a default and material breach.

6. Accident Reports. Consultant shall immediately report (as soon as feasible, but not more than 24 hours) to the City Risk Manager any accident or other occurrence causing injury to persons or property during the performance of this Agreement. The report shall be made in writing and shall include, at a minimum: (a) the names, addresses, and telephone numbers of the persons involved, (b) the names, addresses, and telephone numbers of any known witnesses, (c) the date, time, and description of the accident or other occurrence.

7. Conflict of Interest. Consultant warrants and represents that to the best of its knowledge, there exists no actual or potential conflict between Consultant’s family, business, real property or financial interests and the services to be provided under this Agreement. Consultant shall comply with the City of Vallejo Conflict of Interest Code and not enter into any contract or agreement during the performance of this Agreement which will create a conflict of interest with its duties to City under this Agreement. In the event of a change in Consultant’s family, business, real property, or financial interests occurs during the term of this Agreement that creates an actual or potential conflict of interest, then Consultant shall disclose such conflict in writing to City. Every individual who performs services on behalf of Consultant pursuant to this Agreement must file a full Statement of Economic Interests (also known as Form 700) with the City Clerk if the work of the individual involves making a governmental decision whether to issue, deny, suspend, or revoke any permit, license, application, certificate, approval, order, or similar authorization or entitlement; authorizes the City to enter into, modify, or renew a contract; grants City approval of specifications for a contract; adopts or approves for the City any policy, standard or guideline; lobbies on behalf of the City, or performs the same or substantially all the same duties for the City that would otherwise be performed by an individual holding a position specified in the City’s Conflict of Interest Code.

8. Independent Contractor. Consultant is an independent contractor.

Neither Consultant nor any of Consultant’s officers, employees, agents, or subcontractors, if any, is an employee of City by virtue of this Agreement or performance of any services pursuant to this Agreement. City shall have the right to control Consultant only insofar as the results of Consultant’s services rendered pursuant to this Agreement; however, City shall not have the right to control the means by which Consultant accomplishes services pursuant to this Agreement.

9. Licenses, Permits, Etc. Consultant represents and warrants to City that all consultant services shall be provided by a person or persons duly licensed by the State of California to provide the type of services to be performed under this Agreement and that Consultant has all the permits, qualifications and approvals of whatsoever nature which are legally required for Consultant to practice its profession. Consultant represents and warrants to City that it shall, at its sole cost DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

Shums Coda & Associates Inc. Professional Services Agreement Page 3 of 10 and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals which are legally required for Consultant to practice its profession.

10. Business License. Consultant, and its subcontractors, has obtained or agrees to apply prior to performing any services under this Agreement to City’s Finance Department for a business license, pay the applicable business license tax and maintain said business license during the term of this Agreement. The failure to obtain such license shall be a material breach of this Agreement and grounds for termination by City. No payments shall be made to Consultant until such business license(s) has been obtained.

11. Standard of Performance. Consultant shall provide products and perform all services required pursuant to this Agreement in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised under similar conditions by a member of Consultant’s profession currently practicing in California.

Consultant is responsible for making an independent evaluation and judgment of all conditions affecting performance of the work, including without limitation applicable federal, state, and local laws and regulations, and all other contingencies or considerations.

Consultant’s responsibilities under this section shall not be delegated. Consultant shall be responsible to City for acts, errors, or omissions of Consultant’s subcontractors.

Consultant is responsible for making an independent evaluation and judgment of all conditions affecting performance of the work and shall prepare plans, reports, and/or other work products in such a way that additional costs will not be incurred beyond a project budget approved or amended by the City Manager or his or her designee.

Whenever the scope of work requires or permits review, approval, conditional approval or disapproval by City, it is understood that such review, approval, conditional approval or disapproval is solely for the purposes of administering this Agreement and determining whether the Consultant is entitled to payment for such work, and not be construed as a waiver of any breach or acceptance by the City of any responsibility, professional or otherwise, for the work, and shall not relieve the Consultant of responsibility for complying with the standard of performance or laws, regulations, industry standards, or from liability for damages caused by negligent acts, errors, omissions, noncompliance with industry standards, or the willful misconduct of Consultant.

12. Force Majeure. Neither party shall be considered in default of this Agreement to the extent performances are prevented or delayed by causes or DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

Shums Coda & Associates Inc. Professional Services Agreement Page 4 of 10 circumstances beyond either party’s reasonable control, such as war, riots, strikes, lockouts, work slowdown or stoppage, acts of God, such as floods or earthquakes, and electrical blackouts or brownouts.

In the event that the Consultant is unable to meet the completion date or schedule of services, Consultant shall immediately inform the City Representative of this in writing. If additional time is required to perform the work, the City Representative may adjust the schedule.

13. Time is of the Essence. Time is of the essence in this Agreement. Any reference to days means calendar days, unless otherwise specifically stated.

14. Personnel. Consultant agrees to assign only competent personnel according to the reasonable and customary standards of training and experience in the relevant field to perform services under this Agreement. Failure to assign such competent personnel shall constitute grounds for termination of this Agreement.

The payment made to Consultant pursuant to this Agreement shall be the full and complete compensation to which Consultant and Consultant’s officers, employees, agents, and subcontractors are entitled for performance of any work under this Agreement. Neither Consultant nor Consultant’s officers or employees are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the City. The City will not make any federal or state tax withholdings on behalf of Consultant. The City shall not be required to pay any workers' compensation insurance on behalf of Consultant.

Consultant shall pay, when and as due, any and all taxes incurred as a result of Consultant’s compensation hereunder, including estimated taxes, and shall provide City with proof of such payments upon request.

15. Consultant Not Agent. Except as authorized under this Agreement or as City may authorize in a letter of authorization signed by the City Manager or his or her designee, 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, under this Agreement, to bind City to any obligation whatsoever.

16. Term. The term of this Agreement shall commence on March 28, 2023 and shall continue in full force and effect until March 28, 2024.

City shall, at its discretion, have the right to extend the term of this Agreement, in intervals of one year, by written notice to Consultant. The total duration of this Agreement, including the exercise of any options under this section, shall not exceed three years.

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Shums Coda & Associates Inc. Professional Services Agreement Page 5 of 10 If the term of this Agreement extends into fiscal years subsequent to that in which it is initially approved, such continuation of the Agreement is contingent on the appropriation of funds for such purpose by the City Council of the City of Vallejo.

If funds to effect such continued payment are not appropriated, Consultant agrees to terminate any services supplied to City of Vallejo under this Agreement, and relieve City of any further obligation therefore.

17. Termination or Abandonment by City. The City has the right, at any time and in its sole discretion, to immediately terminate or abandon any portion or all of the services to be provided under this Agreement by giving notice to Consultant.

Upon receipt of a notice of termination, Consultant shall perform no further work except as specified in the notice. Before the date of termination, Consultant shall deliver to City all City records and documents, all work product, whether completed or not, as of the date of termination and not otherwise previously delivered.

The City shall pay Consultant for services performed in accordance with this Agreement before the date of termination. If this contract provides for payment of a lump sum for all services or by task and termination occurs before completion of the work or any defined task which according to the performance schedule was commenced before the notice of termination, the fee for services performed shall be based on an amount mutually agreed to by City and Consultant for the portion of work completed in conformance with this Agreement before the date of termination. In addition, the City will reimburse Consultant for authorized expenses incurred and not previously reimbursed. The City shall not be liable for any fees or costs associated for the termination or abandonment except for the fees, and reimbursement of authorized expenses, payable pursuant to this section.

18. Products of Consulting Services. The work product, including without limitation, all writings, work sheets, reports, recordings, drawings, files, detailed calculations and other work products, whether complete or incomplete, of Consultant resulting from services rendered pursuant to this Agreement, shall become the property of City. Consultant agrees that all copyrights which arise from creation of the work under this Agreement shall be vested in the City and waives and relinquishes all claims to copyright or other intellectual property rights in favor of the City. City acknowledges that its use of the work product is limited to the purposes contemplated by the scope of work and that the Consultant makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the scope of work.

Documents submitted to the City in electronic format shall be formatted according to specifications provided by the City, or if not otherwise specified, in Microsoft Word, Excel, PowerPoint or other Microsoft Office Suite (2002) format as appropriate for the particular work product or, if directed by the City Representative in Adobe Acrobat PDF format.

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Shums Coda & Associates Inc. Professional Services Agreement Page 6 of 10

19. Cooperation by City. City shall, to the extent reasonable and practicable, assist and cooperate with Consultant in the performance of Consultant’s services hereunder.

20. Assignment and Subcontracting. Consultant shall not subcontract, assign or transfer voluntarily or involuntarily any of its rights, duties or obligation under this Agreement without the express written consent of the City Manager or his or her designee in each instance. Any attempted or purported assignment of any right, duty or obligation under this Agreement without said consent shall be void and of no effect.

If subcontracting of work is permitted, Consultant shall pay its subcontractor within ten (10) days of receipt of payment by City for work performed by a subcontractor and billed by the Consultant. Use of the term subcontractor in any other provision of this contract shall not be construed to imply authorization for Consultant to use subcontractors for performance of any service under this Agreement.

The City is an intended beneficiary of any work performed by Consultant’s subcontractor for purposes of establishing a duty of care between the subcontractor and City.

Any subcontractor or assignee consented to by City shall be bound by all terms and conditions of this agreement and the same shall be incorporated into and made a part of any assignment or subcontractor agreement.

21. Successors and Assigns. All terms, conditions, and provisions of this Agreement shall apply to and bind the respective heirs, executors, administrators, successors, and assigns of the parties. Nothing in this section is intended to affect the limitation on assignment.

22. Non-Discrimination/Fair Employment Practices.
(a) Consultant shall not, because of race, religious creed, color, sex, national original, ancestry, disability, medical condition, age, marital status or sexual orientation of any person, refuse to hire or employ, or to bar or discharge from employment, or to discriminate in compensation, or in terms, conditions or privileges any person, and every employee will receive equal opportunity for employment and shall be granted equal treatment with respect to compensation, terms, conditions or other privileges of employment, without regard to his race, religious creed, color, sex, national origin, ancestry, or disability, medical condition, age, marital status or sexual orientation.

Consultant warrants and represents it is an equal opportunity employer and agrees it shall not discriminate on the basis of race, religious creed, color, sex, national origin, ancestry, disability, medical condition, age, marital status or sexual DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

Shums Coda & Associates Inc. Professional Services Agreement Page 7 of 10 orientation in the selection and retention of employees, subcontractors or procurement of materials or equipment.

In all solicitations either by competitive bidding or negotiations made by Consultant for work to be performed under any subcontract, including procurement of materials or equipment, each potential subcontractor or supplier shall be notified by Consultant of Consultant’s obligation under this Agreement relative to nondiscrimination and fair employment practices.

Consultant shall include the above provisions of this section in every subcontract, including procurement of materials or equipment.
(b) Consultant agrees to comply with Title VII of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act, the Americans with Disabilities Act of 1990, any other applicable federal and state laws and regulations and City ordinances and regulations hereinafter enacted.

23. Notices. All notices or instruments required to be given or delivered by law or this Agreement shall be in writing and shall be effective upon receipt thereof and shall be by personal service or delivered by depositing the same in any United States Post Office, registered or certified mail, postage prepaid, addressed to:

If to City: Steve Arnold
Chief Building Official
Building Division
555 Santa Clara St.

Vallejo, CA 94590
[email protected]
If to Consultant: Christine Godinez
Chief Operating Officer
Shums Coda & Associates Inc.
5776 Stoneridge Mall Rd., Ste 150
Pleasanton, CA 94588
[email protected]
Any party may change its address for receiving notices by giving written notice of such change to the other party in accordance with this section.

24. Integration Clause. This Agreement, including all Exhibits, contains the entire agreement between the parties and supersedes whatever oral or written understanding they may have had prior to the execution of this Agreement. This Agreement shall not be amended or modified except by a written agreement executed by each of the parties hereto.

25. Severability Clause. Should any provision of this Agreement ever be DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

Shums Coda & Associates Inc. Professional Services Agreement Page 8 of 10 deemed to be legally void or unenforceable, all remaining provisions shall survive and be enforceable.

26. Law Governing. This Agreement shall in all respects be governed by the law of the State of California without regard to its conflicts of law rules. Litigation arising out of or connected with this Agreement shall be instituted and maintained in the courts of Solano County in the State of California or in the United States District Court, Eastern District of California, Sacramento, California, and the parties consent to jurisdiction over their person and over the subject matter of any such litigation in such courts, and consent to service of process issued by such courts.

27. Waiver. Waiver by either party of any default, breach or condition precedent shall not be construed as a waiver of any other default, breach or condition precedent or any other right hereunder.

28. Ambiguity. The parties acknowledge that this is a negotiated agreement, that they have had the opportunity to have this Agreement reviewed by their respective legal counsel, and that the terms and conditions of this Agreement are not to be construed against any party on the basis of such party's draftsmanship thereof.

29. Gender. All pronouns and any variations thereof shall be deemed to refer to the masculine, feminine, neuter, singular or plural, as the identifications of the person or persons, firm or firms, corporation or corporations may require.

30. Headings. The section headings contained in this Agreement are inserted for convenience only and shall not affect in any way the meaning or interpretation of this Agreement.

31. Compliance with Laws. Consultant will comply with all statutes, regulations and ordinances in the performance of all services under this Agreement.

32. Confidentiality of City Information. During the performance of services under this Agreement, Consultant may gain access to and use City information regarding, but not limited to, procedures, policies, training, operational practices, and other vital information (hereafter collectively referred to as "City Information") which are valuable, special and unique assets of the City. Consultant agrees that it will not use any information obtained as a consequence of the performance of services under this Agreement for any purpose other than fulfillment of Consultant’s scope of work , to protect all City Information and treat it as strictly confidential and proprietary to City, and that it will not at any time, either directly or indirectly, divulge, disclose or communicate in any manner any City Information to any third party, other than its own employees, agents or subcontractors who have a need for the City Information for the performance of services under this Agreement, without the prior written consent of City, or as required by law.

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Shums Coda & Associates Inc. Professional Services Agreement Page 9 of 10 Consultant shall treat all records and work product prepared or maintained by Consultant in the performance of this Agreement as confidential.

A violation by Consultant of this section shall be a material violation of this Agreement and will justify legal and/or equitable relief.

Consultant’s obligations under this section shall survive the completion of services, expiration or termination of this Agreement.

33. News and Information Release. Consultant agrees that it will not issue any news releases in connection with either the award of this Agreement, or any subsequent amendment of or efforts under this Agreement, without first obtaining review and approval of said news releases from City through the City Representative.

34. City Representative. The City Representative specified in Exhibit A, or the representative's designee, shall administer this Agreement for the City.

35. Counterparts. The parties may execute this Agreement in one or more counterparts, each of which shall be deemed an original, but all of which together shall be deemed one and the same instrument.

36. Facsimile Signature; Electronic Signature. This Agreement shall be binding upon the receipt of facsimile signatures or e-mailed by PDF or otherwise.

Any person transmitting his or her signature by facsimile or electronically shall promptly send an original signature to the other party pursuant to the notice provision of this Agreement. The failure to send an original shall not affect the binding nature of this Agreement.

37. Authority. The person signing this Agreement for Consultant hereby represents and warrants that he/she is fully authorized to sign this Agreement on behalf of Consultant.

38. Exhibits. The following exhibits are attached hereto and incorporated herein by reference:

Exhibit A, entitled “Scope of Work,” including any attachments Exhibit B, entitled “Compensation,” including any attachments Exhibit C, entitled “Insurance Requirements,” including attachments [SIGNATURES ON FOLLOWING PAGE]

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Shums Coda & Associates Inc. Professional Services Agreement Page 10 of 10 IN WITNESS WHEREOF, the parties have executed this Agreement on the day and year shown below the name of each of the parties.

SHUMS CODA & ASSOCIATES INC.,
a California corporation
By:

Christine Godinez
Chief Operating Officer
DATE:
11710500
Vallejo Business License No.
(City Seal)

CITY OF VALLEJO,
a municipal corporation
By:

Mike Malone
City Manager
DATE:

ATTEST:

By:

Dawn G. Abrahamson
City Clerk
APPROVED AS TO CONTENT:

Christina Ratcliffe
Planning & Development Services
Director
APPROVED AS TO FORM:

Veronica A.F. Nebb
City Attorney
APPROVED AS TO INSURANCE:

Armond Sarkis
Risk Manager

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 3/28/2023 3/30/2023
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 EXHIBIT A City of Vallejo
Shums Coda Associates
Plan Review, Permitting and Field Inspection Services
Table of Contents
Cover Letter.......................................................................................................................... 1 - 2 Information About Firm........................................................................................................ 3 - 44 Approach to Completing Scope of Services ...................................................................... 45 - 50 Fee Schedule.................................................................................................................... 51 - 52 References .............................................................................................................................. 53 Consultant and Professional Services Agreement/ Insurance .................................................. 54 DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 City of Vallejo
Shums Coda Associates
Plan Review, Permitting and Field Inspection Services
1 Cover Letter
r
June 1, 2022
Steve Arnold, Chief Building Official
City of Vallejo, Building Inspection Division
555 Santa Clara Street, 2nd Floor, City Hall
Vallejo, CA 94590-5934
RE: As-Needed Outside Plan Review, Permitting and Field Inspection Services Thank you for the opportunity to present this proposal to provide As-Needed Outside Plan Review, Permitting and Field Inspection Services, to the City of Vallejo. We are confident that Shums Coda Associates, Inc (SCA) is the firm with the personnel, experience, and attitude that will be needed to successfully provide these as-needed services to the City of Vallejo.

SCA is a building and life-safety consulting firm that was founded in 2006 on the principle of assisting our municipal partners with staff augmentation and developmental services related to construction review, permitting, inspections and documentation procedures – all of the same features highlighted in the RFP solicitation. SCA was established with the philosophy of providing customizable building and life-safety services through highly qualified and experienced staff. We review and inspect all facets of design construction related to code minimums and local amendments, such as: architectural, accessibility/CASp, structural, fire-safety, energy, green building, mechanical, electrical, and plumbing; and have staff to assist with associated reporting.

By selecting SCA, you will have access to our entire team of about 100 employees who are all experienced and code knowledgeable, with a proven track record of providing outstanding service. We will utilize our code expertise to create a consistent on-time delivery of services and providing cost-effectiveness through focused staff application (as needed). SCA is committed and ready to provide you with the same care and standard of technical excellence that has been the hallmark of our work since our inception.

We are comprised of licensed architects, engineers, contractors, and ICC-certified personnel that have a wealth of code knowledge and experience in design or construction related fields.

SCA believes that an understanding of how buildings are designed and constructed is an important element to providing effective code comments that are based on the realities of practical construction. SCA preaches this to our staff and encourages continuing education to maintain our understanding of the ever-changing code requirements and amendments.

Depending on the code section, we have seen there can be a great deal of interpretation applied to how requirements are enforced, so SCA staff continues to find value in learning the history and intent of code language to assist with accurately applying it to our reviews and inspections (with final determinations clearly coming from the municipal client staff).

We are committed to a vision of service excellence that we believe the City of Vallejo shares.

Our firm continually receives exceptional reviews from our jurisdictional clients, as well as design professionals, developers and contractors from all size projects and varying complexities.

Positive interactions related to our work product is centered in our desire to be more than a mere consultant firm with inspection, plan review, building official, and permit processing services, but rather a contributing partner, functioning as an extension of the City’s staff. We look to see that projects are successfully completed and a reflection of the City’s codes, ordinances procedures, policies, and directives. A key in those efforts is the ability of having all construction reviewed in a cooperative partnership between Building and Planning, Public Works, Environmental, Police, Fire, and other departments and divisions within the City – as well as serving the community.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 City of Vallejo
Shums Coda Associates
Plan Review, Permitting and Field Inspection Services
2 Cover Letter
r
We are constantly improving our staffing levels and efficiencies to match the complexity of each project’s scope, and our additions in staffing over the past few years will be a perfect opportunity to display our strengths. Our goal is to provide a positive outcome to City of Vallejo’s Building Department needs, and we believe that SCA is the firm that can continue to make development services at the City of Vallejo a source of community pride. The following proposal will highlight key features and distinguishing points of the SCA team that will assist in this undertaking.

We intend to provide primary services out of our Corporate Headquarters located at: 5776 Stoneridge Mall Road, Suite 150, Pleasanton, CA 94588. Main Line: 925-463-0651 I Fax: 925- 463-06591. With additional support staff being provided from our regional offices (when needed):
• Northern California (Sacramento) - 1024 Iron Point Road, Suite 100, Folsom, CA 95630 • Southern California – 5208 Weymouth Way, Oceanside, CA 92057 • Arizona - 1616 North Litchfield Road, Suite A-210, Goodyear, AZ 85395 • Northern Utah - 5782 South 920 East, Murray, UT 84121 • Southern Utah - 2284 East 3400 South Street, Saint George, UT 84790 • Nevada - 1916 Summit Pointe Drive, Las Vegas, NV 89117 • Colorado – 4610 South Ulster Street, Suite 150, Denver, CO 80237 Correspondence or communication regarding the proposal should be directed to Christine Godinez, Chief Operating Officer, via email: [email protected] or by phone (925) 463-0651 (main), and (925) 463-0691 (fax).

The following corporate officers are authorized to make these representations on behalf of SCA:
• David Basinger, CEO/ Principal
• Christine Godinez, COO/Corporate Secretary
If SCA is fortunate enough to be awarded this contract, we will perform the services and adhere to the requirements described in this RFP. Our team looks forward to answering any additional questions you may have about our firm after reviewing our proposal.

Sincerely,
David Basinger, Architect Christine Godinez
CEO/ Principal COO/ Corporate Secretary
[email protected] [email protected] (925) 413-5626 (Cell) (925) 463-0651 (Main Line)
https://www.shumscoda.com/
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
3 Information About Firm
Shums Coda Associates, Inc (SCA) is a building and life-safety consulting firm that was established in 2006, is headquartered in Pleasanton (5776 Stoneridge Mall Rd., Ste. 150; Pleasanton, CA 94588). We have nearly 100 employees (see attached organizational chart for locations) that have the experience to provide complete, accurate, and on-time plan review, inspection and permitting services that the City of Vallejo desires. Our team is comprised of California licensed civil or structural engineers, architects, ICC certified plan reviewers, inspectors, permit technicians and Certified Access Specialists (CASp) within our staff. We have expanded our staffing levels and expertise, with the acquisition of the former Colorado Code Consulting in December of 2020, which was a firm that provided nearly identical services to SCA, along with additional service line that provided nationwide code training services. This highlights how we continue to seek means to improve our services and allows us to remain excited to demonstrate how we continue to increase our services to a higher standard, for our clients.

However, even if not under contract, we continue to be at the ready to answer any and all code inquiries that develop with jurisdictions throughout the Nation, as we truly have code compliance at the forefront of our thought process. That is why we often will answer our emails, phone calls (925.463.0651), or even old-school facsimiles (925.463.0691), at all times of the day or night, as all of our contacts can be found on our website – shumscoda.com.

SCA provides all of these services to communities like the City of Vallejo, and throughout eight regional offices in five states. We are constantly adapting and seeking ways to provide excellent service to customers in the face of increased expectations. This is why partnering with SCA is the ideal solution to these issues faced by the City. We will provide expert staff to meet the City of Vallejo’s desired service levels, on an as-needed basis, allowing flexibility to manage your Planning and Building Department in the most beneficial manner.

The diversity in the people that work at SCA will provide the City of Vallejo with a full understanding why they have partnered with a firm that takes a sincere interest in your community.

SCA values every client and is committed to customizing our services to meet the needs that make the City of Vallejo unique. With such a large and experienced team, that now is entering into our sixteenth year of business in providing these code services to our municipal partners, we continue to see the value in adapting our work product to the customized needs at City of Vallejo – more than other firms that provide similar services. We will listen to the City’s staff, and take our lead from their direction, and hopefully build a relationship as a valued team member. At the end of each day, it is important for us to stress that the City of Vallejo is not just a client, as we must earn your trust to build that strong working relationship we desire – and the best way to earn this is by showing the City what sets us apart from others.

Collectively, SCA staff have well over a century of experience providing building and life-safety services to and for governmental agencies. Most of our staff started their careers with an extensive design or construction background, which over the years has shifted into municipal roles and experiences. With this extensive construction and life-safety history, SCA understands the importance of communication with our clients to ensure that our team can translate the public requirements to the private sector and create exceptional building and life-safety customer service for all of our clients. We therefore provide multiple ways for the City (or the applicants) to contact our managers or staff (office and cell phones, emails, and texts), as we prefer to provide as many opportunities as possible to communication and resolve issues quickly. Likewise, we recognize that sometimes we will need to alert the City staff to issues we have discovered in our reviews or inspections, or to obtain direction on how to proceed with unusual code concerns – so only through communicating with the City, will a clear and consistent message be delivered in a timely manner.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
4 Information About Firm
We also take a great deal of pride in our ability to internally train our staff. SCA has expanded our education staffing to now provide technical code classes through the nation, and through many of the local ICC Chapters. Many of our team members, such as Terry Knox, our Sacramento Regional Manager and Business Development Director, and Steve Thomas, our Colorado Regional Manager and Education Director, (along with many others in our team) have provided ICC approved training throughout the nation. We believe that we cannot strive to be the best unless we stay up to date on regulations we are required to enforce. SCA has taken advantage of our own staff’s technical expertise to train from within, and we are in the process of establishing a program to educate and train the next generation of plans examiners, as well as building and fire inspectors. We encourage continuing education to maintain our understanding of the ever-changing code requirements and amendments. Constantly improving SCA team knowledge related to plan review items allows us to expedite project reviews, as we are current and proficient with new or difficult to understand code sections, and their proper applications. SCA can also offer this same level of technical training to current City of Vallejo staff (if requested).

With all of this stated, it is clear that the types of work services we specialize in providing (only to municipal clients) is building and life-safety services related to the review, inspection and administration of permit documenting for all construction projects. This means that we are adept at assisting with these facets for new or remodeled single-family residential homes, ADU’s or photovoltaic and energy storage systems. Yet, SCA also has experience with larger multi-family residential complexes, residential care facilities, memory-care or assisted-living facilities, and OSHPD 3 clinics and surgery centers. Our work also specializes in commercial tenant improvements, new office or retail centers, assembly structures (i.e., theatres, stadiums, restaurants, malls and religious facilities), as well as industrial and warehouse construction. Add to our expertise, working on parking structures, manufacturing plants, educational facilities, and all associated civil or fire systems, it should be clear that SCA has been involved with every aspect of construction.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
5 Information About Firm
Lead Professional Personnel
SCA will provide available plans examiner and plan check engineers along with experienced inspectors and permit technicians through our Corporate Headquarters’ office in Pleasanton, CA.

David Basinger our CEO/ Principal will serve as our primary point of contact for technical services and utilize our local staff first to service this contract. However, with plan reviews now being performed electronically, we may also provide more plan review staff (and find potential inspectors) through our regional office locations. As deemed necessary by the assigned workload, this will allow SCA to engage our staff in other regions that have expertise in a specific discipline, which is always helpful in providing complete reviews for larger projects. The other aspect of this approach is that with more staff available, we are better suited to maintain plan review turnaround times, or in many cases provide additional plan review meetings or discussions of comments, to assist the owners and their design teams in providing a complete response to all code concerns – often reducing the review times, or number of review cycles.

The following key personnel will service this contract as outlined in the scope of services included in the RFP. (Licenses & Certifications can be found after our organizational chart.) We propose the following plan review staff: David Basinger (architect, manager/owner and plans examiner), Kurt McMullin (senior plan check engineer), Su Fong, Mariam Umair, Ryan Loh, Rouhi El-Rabaa (experienced engineers that also review non-structural systems), Myron Williams, Dean Kuenzi, David Logsdon (experienced plans examiners that specialize in electrical reviews), Jason Van Ausdal (mechanical and plumbing specialist), Steve Thomas, Gil Rossmiller, and Barbara Rice (code educators, complete plan reviews and special reviews in sustainability, energy and fire reviews).

For inspectors and/or permit technicians: SCA will provide resumes and allow for interview(s) by the City prior to our staff providing any of these services. We have many well qualified staff in these areas currently but would need to arrange their availability to the City of Vallejo (when needed), and also ensure that they would be a good “fit” with the current Vallejo staff (to maintain an efficient work force within the jurisdiction).

On that note, we will identify the following key personnel that will provide primary points of contact for our services:

David Basinger, Architect and Principal/CEO – will be the point of contact for technical code issues and provide immediate adjustments in SCA staffing levels when requested by the City. Mr.

Basinger has served in multiple jurisdictions as Acting Building Official, Acting Deputy Building Official and/or Plan Check Manager, so he is able to supervise our staff and maintain balance with jurisdictional desires related to levels of service provided, particularly as it revolves around plan review needs, and can address any immediate adjustments requesting in technical approach. (925) 463-0651; [email protected]
Terry Knox, CBO, Sacramento Regional Manager, Business Development Director – will be the primary liaison between the City of Vallejo and SCA inspection and permit technician personnel. Mr. Knox manages all of SCA inspection and permit technician staffing and has the authority to adjust our current team assignments to provide part-time or full-time staffing assistance in these areas for Vallejo. (916) 367-8518; [email protected] DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
6 Information About Firm
Christine Godinez, COO – serves as the SCA point of contact for items related to invoicing, certificates of insurance, and managing our plan review tracking software. Through our website and team of plans coordinators, SCA can provide clear and direct information to the city staff related to plan review status, as well as provide another layer of plan submittal completeness assessments at each review cycle. (925) 463-0651; [email protected] Stephanie Stuckemeyer, Operations Manager – oversees our internal plans coordinators team to ensure that each plan received by SCA is logged into our database to allow for tracking of each review cycle and maintains turnarounds and delivery of completed reviews. This team will assess each project review at the time of submittal and ensure that appropriate SCA plan review staff is assigned to complete the plan review. Stephanie also supervises our on-boarding process with new clients to ensure that we have all processes and procedures documented and understood prior to beginning reviews for the City. (925) 463-0651; [email protected] Kurt McMullin, PE, PhD, Senior Plan Check Engineer – is an experienced design engineer and college professor, that oversees our staff of plan review engineers. He has reviewed every type of structural system and building type, as it relates to the four building materials (wood, steel, concrete, and masonry). Mr. McMullin’s wealth of theoretical engineering application and practical design experience, allows for our structural reviews to be focused and on-point for only critical structural issues. (925) 463-0651; [email protected] Ryan Loh, SE, Plan Check Engineer – is an experienced structural design engineer, that has also provided municipal services plan reviews. He is experienced in complex structural design systems, having worked on code reviews and peer reviews of advanced structural systems and design modeling. (925) 463-0651; [email protected] Rouhi El-Rabaa, PE, CASp, Plan Check Engineer – is an experience structural plan review engineer, but also reviews non-structural systems. Rouhi will provide all types of plan reviews for our core team but will be the primary contact point for any accessibility issue that may arise with particular plan reviews. (925) 463-0651; [email protected] Dean Kuenzi, CBO, Plans Examiner – reviews all systems of building plans, but has an expertise in electrical code plan review issues. Dean provides our primary point of electrical expertise when needed, as he teaches electrical classes and leads much of our large PV solar array reviews. (925) 463-0651; [email protected]
David Logsdon, Plans Examiner – is a complete plans examiner, but he is extremely knowledgeable in electrical reviews of medium and high voltage systems. Prior to his long career with Clark County, NV, where he served as Building Plan Review Manager; David was the project manager for the expansion of terminal 3 at the Harry Reed Airport/McClaren Field. (844) 674- 5179; [email protected]
Myron Williams, Plans Examiner – has an extensive career in complex plan review projects and coordinating team comments to provide a focus on critical code issues. Myron has reviewed prison expansions, hospital construction, large office campus construction and several largescale multi-family housing projects. (844) 674-5179; [email protected] Jason Van Ausdal, CBO, Plans Examiner, Instructor – will serve as our plan review team lead on mechanical and plumbing systems, as Jason teaches multiple courses on the mechanical and plumbing codes, as well as having extensive experience with construction and inspection of these building systems. (844) 674-5179; [email protected] DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
7 Information About Firm
Gil Rossmiller, CBO, Plans Examiner – will serve as our expertise in energy and sustainability codes, as he also provides extensive code classes on these subjects, as well as serving on the ICC Energy Code Committee. (844) 674-5179; [email protected] Steve Thomas, CBO, Plans Examiner, Education Director – began his career as a municipal inspector and plans examiner, where he was quickly promoted to CBO at the City of Glendale, CO. This small jurisdiction in the middle of Denver, has only four single-family residences, with the rest of the jurisdiction being high-rise multi-family structures and retail/entertainment businesses. Steve left the jurisdiction to form his own code consulting firm and begin a code education business that provides classes across the nation. His firm was acquired by SCA in 2020 and he continues to provide education and plan review services in a similar role. (844) 674-5179; [email protected]
Barbara Rice, CBO/CFM, Regional Director and Educator – has a diverse background with building and fire departments in Oregon, California and Arizona, serving as a plans examiner and inspector for both building and fire departments. Ultimately moving into management roles as CBO or Fire Marshal (or both at the same time) for multiple jurisdictions. Barbara is adept at providing review of complex fire modeling, sprinklers or alarm systems, while also assisting with on-site EVA and hydrant location/standards, or any building egress and life-safety concern. Her involvement with our services will bring added benefits to the extent of our capabilities. (844) 674- 5179; [email protected]
Organizational Chart
We provide our organizational chart (next page) to show the strength of our team and to define where our key staff are physically located, but this no longer reflects the regions in which they can provide code expertise to our clients. As stated previously, we will provide the majority of our services through our Corporate Headquarters in Pleasanton; however, it is important to note that any of our overall plan review staff is available to assist with larger volumes or more complicated review projects. We can provide multiple experts in each building system/field with our internal methods of communication between SCA offices. As stated, the pandemic has shifted plan review services to be almost entirely electronic, so we now can distribute plan reviews (in whole or in portions) to any of our staff and provide a final list of code comments that are cohesive and complete, from any combination of our regional office locations. This allows SCA to provide more staff to solve workflow issues than the key staff we identified in our proposed team. We have great confidence that this approach will be successful in the City of Vallejo, as it has with all of our clients.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
8 Information About Firm
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
9 Information About Firm
David Basinger, Architect
CEO/ Principal
Education
Bachelor of Architecture (with
an emphasis on urban
redevelopment), California
Polytechnic State University
at San Luis Obispo
Licenses & Certifications
Registered Architect, State of
California, License No.

C25605
Registered Architect, State of
Arizona, Registration No.
57859
Registered Architect, State of
Nevada, License No. 7116
Registered Architect, State of
Utah, License No.
10180242-0301
Registered Architect, State of
Colorado, License No.
406323
Registered Architect, State of
Hawaii, License No. 17696
Registered Architect, State of
Washington, License No.
12600
NCARB Certified, No. 77371
ICC Building Plans Examiner
Memberships
A.I.A. Member

PROFESSIONAL SUMMARY
David Basinger is a licensed Architect in multiple States and is the original founder of Shums Coda Associates in 2006. David has over 30 years of professional experience associated with architectural design and as a building code and life-safety plans examiner.

PROFESSIONAL EXPERIENCE
CEO/ Principal------------------------------------------ 2006 - Present Shums Coda Associates, Pleasanton, CA
Manages plan review, inspections and permitting services for numerous complex commercial, industrial, educational, medical, hazardous and a variety of multi-family residential construction projects. David has served as Acting Building Official or provided inhouse plan review services for numerous jurisdictions in California, such as Mountain View, Fremont, Santa Clara, Sunnyvale, Menlo Park, Dublin, and Danville.

Arizona Regional Office Manager--------------------- 2004 - 2006 Linhart Petersen Powers Associates, Phoenix, AZ
Promoted to establish and serve as Arizona Regional Manager of the three separate company offices in Arizona: Phoenix, Tucson, and Window Rock.

Provided assistance with large-scale plan review and inspection services, jurisdiction counter reviews and assistance, and special projects supervisor.

Influential in taking the Arizona effort from a single client to over two dozen clients in a two-year period, managing eleven employees and three business lines.

Senior Plans Examiner/Senior Associate------------ 1991 - 2004 Linhart Petersen Powers Associates, Phoenix, AZ
Provided plan reviews, and jurisdictional in-house/counter reviews and technical assistance for projects in California, Arizona, Nevada, Washington, and Idaho. Managed several large-scale developments as a project supervisor, and often provide code consultations for complex mixed-use/redevelopment or historical submittals. Served as primary manager for the jurisdictions of Mountain View, Danville and Dublin, California. Projects reviewed include campus designs for Microsoft, Veritas, Google, Alza Pharmaceuticals and other high-tech or bio-tech related businesses, as well as several mid-rise or high-rise multi-family complexes.

Architect----------------------------------------------------- 1989 - 1991 Linhart Engineering, Livermore, CA
Completed architectural and structural engineering design for residential, commercial, and light industrial structures in the San Francisco Bay Area.

Duties included design, drafting, structural calculations, building surveys, jobsite visits and structural reviews. Also performed field assessments of URM structures and equipment anchorage calculations for pumps, racks, and tanks.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
10 Information About Firm
Kurt McMullin
Plan Check Engineer
Education
PhD, Civil Engineering,
University of California,
Berkeley
MS, Civil Engineering,
University of California,
Berkeley
BS, Agricultural Engineering,
Iowa State University
Licenses & Certifications
Professional Civil Engineer,
State of California, License #
C47595
Publications
Books (5)
Patents (1)
Peer-Reviewed Journals (9)
Online Webinar (1)
National/International
Conference Papers (32)
External Funded Grants &
Awards (11)

PROFESSIONAL EXPERIENCE
Plan Check Engineer-------------------November 2015 – Present Shums Coda Associates
• Reviews complex plans for building construction.
• Review plans, calculations, and specifications for compliance with the most current adopted codes and ordinances.
• Preparation of Plans Comments Letter according to industry and SCA standards.
• Meet and confer with the clients as needed to clarify plan check comments
• Travel to jurisdictions on an as-needed basis to support clients.

Professor ------------------------------------------------2008 – Present San Jose State University, San Jose, CA
Teaches the following courses:

Engineering Graphics, AutoCAD and Programming (Lower division required), Statics (Lower division required), Mechanics of Materials (Upper division required), Mechanics of Material Laboratory (Upper division required), Structural Analysis Laboratory(Upper division required), Design of Steel Structures (Upper division elective), Design of Timber Structure (Upper division elective), Earthquake Resistant Design (Upper division elective), Advanced Seismic Resistant Design (Graduate elective), Advanced Steel Design (Graduate elective), Structural Engineering Seminar (Graduate elective), Special Problems (Graduate elective), Master’s Thesis (Graduate elective)
Consultant ----------------------------------------------1991 – Present • Evaluation of building designs for conformance with U.S. and California building codes.
• Evaluation of various engineering structural systems for performance goals.
• Forensic engineering for legal proceedings.
• Analytical evaluation of complex structural systems.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
11 Information About Firm
Su Fong, PE
Plan Check Engineer
Education
M.S. Civil Engineering, San
Jose State University
B.S. Architectural
Engineering, California
Polytechnic State
University
Licenses & Certifications
Professional Civil Engineer,
State of California, No.
89055
ICC Building Plans Examiner
Memberships
Union Local 21 South Bay
Chapter —Secretary/
Treasurer of AEA Board

PROFESSIONAL EXPERIENCE
Plan Check Engineer-----------------------October 2021 – Present Shums Coda Associates
• Review plans, calculations, and specifications for compliance with the most current adopted codes and ordinances.
• Preparation of Plans Comments Letter according to industry and SCA standards.
• Meet and confer with the clients as needed to clarify plan check comments.
• Travel to jurisdictions on an as-needed basis to support clients.

Associate Engineer------------------June 2015 – September 2021 City of San Jose, CA
• Examine construction documents for new mixed-use buildings, commercial tenant improvements, industrial improvements, multi-family dwellings, and single-family dwellings for compliance with local building codes and ordinances.
• Facilitate meetings and correspondence between applicants and associated Development Services departments to advance the permitting process.
• Advise owners, architects, engineers, contractors, and developers of code requirements through the design process and construction phase. • Inform the Public of local zoning, M/P/E, energy conservation, and fire protection regulations relating to building codes in order to mitigate critical design oversights.
• Collaborate with building inspectors, M/P/E inspectors, code enforcement inspectors, planning, public works, and fire engineers to streamline the permit process and resolve field issues.
• Manage project timelines based on target dates, resource assessment, and situational diagnosis by balancing priority, organized multitasking, and anticipating conflicts.
• Ensure life safety through code enforcement while maintaining professional customer service.

Design Engineer---------------------- September 2013 – June 2015 Applied Engineering, Milpitas, CA
• Designed raised floor moment-frame steel substructure and reviewed shop drawings.
• Produced calculations and drawings for residential structures, commercial equipment anchorage, cleanroom ceiling supports, pipe supports, railings, and accessible ramps.
• BIM lead for the relocation of a media research and development center to an existing steel building structure undergoing seismic upgrades. • Utilized Revit for interdisciplinary coordination through multiple design phases with owners, architects, and manufacturers.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
12 Information About Firm
Mariam Umair
Plan Check Engineer
Education
M.S., Structural Engineering -
San Jose State University
Graduated: December 2014
B.S., Civil Engineering -
University of Engineering &
Technology, Taxila, Pakistan
Graduated: August 2010
Licenses & Certifications
Licensed EIT
Memberships
Chi Epsilon
National Civil Engineering
Society ASCE
American Society of Civil
Engineers

PROFESSIONAL EXPERIENCE
Plan Check Engineer----------------------------May 2017 - Present Shums Coda Associates
• Reviews complex plans for building construction.
• Review plans, calculations, and specifications for compliance with the most current adopted codes and ordinances.
• Preparation of Plans Comments Letter according to industry and SCA standards.
• Meet and confer with the clients as needed to clarify plan check comments
• Travel to jurisdictions on an as-needed basis to support clients.

Jr. Design Engineer -------------- March 2011 – November 2011 Zeeruk International, Islamabad, Pakistan
Design of mid- & low-rise concrete residential projects using ETABS. Design of EOBI (Employees Old age Benefit Institute) concrete commercial building project in the Capital of Pakistan, Islamabad using SAP & SAFE. Preparation of submission drawings along with the design documents of EOBI commercial building project.

Engineer-In-Training -------- September 2010 – February 2011 National Highway Authority, Islamabad, Pakistan
Worked on the analysis of several concrete bridges on STAAD Pro. In collaboration with design consultant. Co-ordinate between the design wing of NHA and the bridge design consultant
Intern ----------------------------------July 2009 – September 2009 MIHA (Muhammad Iqbal Haq Associates)
Worked I n the design office and picked up basic concepts on bridge designs. Hands on with STAAD pro software. Overviewed code for highways and bridges.

Intern ----------------------------------------- April 2008 – June 2008 Adnan Nasir Associates, pvt. ltd
Detail study of architectural and structural drawings of multi-story concrete building. Overseeing the entire construction site.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
13 Information About Firm
Ryan Loh, SE
Plan Check Engineer
Education
Master of Science Degree in
Civil Engineering, San Jose
State University
Bachelor of Science Degree in
Civil Engineering, Oklahoma
State University
Licenses & Certifications
Professional Structural
Engineer, State of California,
License # 5192
Professional Civil Engineer,
State of California, License #
5491

PROFESSIONAL EXPERIENCE
Plan Check Engineer---------------------------------- 2017 - Present Shums Coda Associates
• Reviews complex plans for building construction.
• Review plans, calculations, and specifications for compliance with the most current adopted codes and ordinances.
• Preparation of Plans Comments Letter according to industry and SCA standards.
• Meet and confer with the clients as needed to clarify plan check comments
• Travel to jurisdictions on an as-needed basis to support clients.

Relevant Project Experience
Office Building Projects------------------------------------------------- Mountain View Research Center, Mountain View
San Rafael Business Park, San Rafael, CA
Novellus Tualatin, Tualatin, OR
Police City Service Center, Menlo Park, CA
School Projects ----------------------------------------------------------- Lawson Middle School, Building 900, Cupertino
Ark High School-Santa Cruz School District
Burlingame High School
Eaton School Modernization
Cupertino High School Modernization
Menlo Atherton High School Modernization
Milpitas High School Modernization
Monta Vista High School Modernization
Ohlone Elementary School Modernization
Piedmont High School Modernization
Multi Units Projects ----------------------------------------------------- Opportunity Center of mid-peninsula, Palo Alto
Holiday Express Inn, Watsonville
Sleep Inn, San Jose, CA
Retail Projects------------------------------------------------------------- Mckevitt Volvo, San Leandro, CA
Mckevitt Lincoln and Volvo, Margate, FL
Mitsubishi Dealership, Victorville, CA
Fountains Building M, Roseville, CA
The Plant, Building 2, 3, 4, 6, 7, 8 9 and 10, San Jose, CA Nut Tree Outlet, Buildings 2, 3 and 4, Vacaville, CA
Creek Bridge Village, Building R1 and R3
Church Projects----------------------------------------------------------- Golden State Baptist Church, Santa Clara, CA
Foothill Community Church, San Jose, CA
Twin Palms Church, San Jose, CA
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
14 Information About Firm
Rouhi El-Rabaa, PE
Plan Check Engineer
Education
Bachelor’s in Civil Engineering,
California State University,
Los Angeles
Licenses & Certifications
Professional Civil Engineer,
State of California, License #
92565
Certified Access Specialist
(CASp), Cert # CASp-973
ICC Building Plans Examiner

PROFESSIONAL EXPERIENCE
Plan Check Engineer------------------- December 2021 – Present Shums Coda Associates
• Review plans, calculations, and specifications for compliance with the most current adopted codes and ordinances.
• Preparation of Plans Comments Letter according to industry and SCA standards.
• Meet and confer with the clients as needed to clarify plan check comments.
• Travel to jurisdictions on an as-needed basis to support clients.

Supervising Plan Check Engineer-------- Dec. 2018 – Dec. 2021 Willdan Engineering, San Bernardino, CA
• Conduct full scope plan reviews for various disciplines, including architectural, structural, fire-resistive, accessibility, energy, MEP, and green.
• Electronic review (Bluebeam, ePlansoft, Adobe) and paper plan review. • Highly experienced reviewing the following types of buildings; singlefamily and multi-family residential, hotels, mixed-use, medical clinics, industrial, commercial, assembly, factory-built, and miscellaneous structures such as conveyors and platforms.
• Technical structural calculation review for regular and irregular buildings, podium structures, tilt-up construction, steel buildings, modular buildings, components, and freestanding structures.
• Train staff to recognize proper non-structural and structural design methodologies in plan review.
• Prepare correction letters issued to applicants as hardcopy or electronic. • Design coordination meetings with design professionals and permit applicants.

Plans Examiner -------------- December 2017 – December 2018 City of Redlands, Redlands, CA
• Plan checked and reviewed non-structural and structural design of residential and commercial projects. Ensured that minimum code was established in the plan review stage.
• Resolved difficult problems with permit applicants and other members of the public regarding building code compliance and City regulations. • Coordinated Division processes. Undertook or recommended changes to the processes in order to facilitate Division operations. • Supervised, trained, and evaluated permit issuance staff. • Prepared and issued comment letters to building permit applicants.

Worked with applicants to obtain building permit approval. • Prepared and categorized files, reports, and methods to record Division activities and procedures.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
15 Information About Firm
Myron Williams
Plans Examiner/ Building Inspector
Education
General Education Courses, Utah
Valley State College
National Electrical Code
Davis Area Technology Center,
Kaysville, Utah
Licenses & Certifications
Combination Inspector, State of
Utah, License # 4958496-5601
ICC Certification # 5044251
ICC Mechanical Inspector
ICC Accessibility Inspector/Plans
Examiner
ICC Plumbing Inspector
ICC Mechanical Plans Examiner
ICC Residential Energy
Inspector/Plans Examiner
ICC Electrical Inspector
ICC Building Plans Examiner
ICC Combination Inspector
ICC Building Inspector
ICC Commercial Combination
Inspector
Memberships
Utah Chapter of ICC, Bonneville
Chapter

PROFESSIONAL EXPERIENCE
Plans Examiner-------------------------- February 2021 – Present Shums Coda Associates
• Review plans, calculations, and specifications for compliance with the most current adopted codes and ordinances.
• Preparation of Plans Comments Letter according to industry and SCA standards.
• Meet and confer with the clients as needed to clarify plan check comments.
• Travel to jurisdictions on an as-needed basis to support clients.

Municipal Projects
• Orangeville City
• WoodsCross City
• Cottonwood
Heights
• Centerville City
• EastCarbonCity
• Clarkston Town
• Farmington City
• Highland City
• WillardCity
• Taylorsville Recreation
• Facility
• Taylorsville City Offices
• Taylorsville Recreation
Center
• Taylorsville
Senior Center
• Stockton Town
• Uintah County
• Davis County
• Town of Hideout
Commercial and Residential Projects
• Salt Lake City Wellman
Construction Ceiling Grid
Inspections
• Salt Lake City Woodside Homes
• Famous Footwear University Mall
Ceiling Grid
• Salt Lake City Veterans
Administration Bldg. Gardner
Development
• Midvale City IHC Storage
Warehouse
• Midvale Tuscany Senior
Apartments
• Midvale City Talavera
Townhomes and Apartments
• Taylorsville Legacy Village
Senior Living
K-12 Educational Projects
• American Preparatory Academy -
APA Draper II
• American Preparatory Academy -
Salem Liberty Academy Remodel
• American Preparatory Academy
Accelerated School
• American Preparatory Academy
Phase 2 Addition
• Midvale City IHC Storage
Warehouse
• Midvale Tuscany Senior
Apartments
• Midvale City Talavera
Townhomes and Apartments
• Taylorsville Legacy Village
Senior Living
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
16 Information About Firm

Dean Kuenzi, CBO
Plans Examiner/ Building Inspector
Education
A.S. Degree in Energy Systems –
Photovoltaics, Diablo Valley
College
B.S. Degree, Colorado State
University – Global, (Expected
2022)
Licenses & Certifications
ICC Commercial Electrical
Inspector
ICC Combination Inspector
ICC Commercial Energy Plans
Examiner
ICC Residential Plans Examiner
ICC Commercial Building Inspector
ICC Accessibility Inspector/Plans
Examiner
ICC Fire Plans Examiner
ICC Residential Mechanical
Inspector
ICC Master Code Professional
ICC Certified Building Official
ICC Building Plans Examiner
ICC Fuel Gas Inspector
ICC Residential Electrical Inspector
ICC Commercial Plumbing
Inspector
ICC Residential Plumbing Inspector
ICC Residential Building Inspector
ICC Commercial Mechanical
Inspector
ICC Plumbing Plans Examiner
ICC Residential Energy
Inspector/Plans Examiner
ICC Building Inspector
ICC Mechanical Inspector
ICC Electrical Inspector
ICC Plumbing Inspector
ICC Building Code Specialist
ICC Plumbing Code Specialist
ICC Residential Combination
Inspector
ICC Commercial Combination
Inspector
NABCEP Entry Level Certification
(Photovoltaic)
Post-Disaster Safety Assessment
Program (SAP)

PROFESSIONAL EXPERIENCE
Plans Examiner------------------------October 2020 – Present Shums Coda Associates
• Review plans, calculations, and specifications for compliance with the most current adopted codes and ordinances.
• Preparation of Plans Comments Letter according to industry and SCA standards.
• Meet and confer with the clients as needed to clarify plan check comments.
• Travel to jurisdictions on an as-needed basis to support clients.

Operations Supervisor ------------- January 2019 – Present Building Inspector III-------- February 2016 – January 2019 El Dorado County, Placerville, CA
Supervise approximately 14 building inspectors based out of Placerville and South Lake Tahoe County offices. Responsible for overseeing complex code interpretation, communicating with the public and providing general customer service, updating standard operating procedures, planning employee training, coordinating with plan check and permit center, and conducting other managerial duties. As a building inspector and as needed in current supervisory role, conduct field inspections of residential and commercial buildings to determine compliance with approved plans and applicable building code; approve work done or provide correction notices; conduct permit research; investigate and provide assistance for issuance of stop work orders; interpret and explain applicable building codes to members of the public; and provide general customer service.

Building Inspector----------------May 2014 – February 2016 Town of Danville, Danville, CA
Conduct field inspections of residential and commercial buildings to determine compliance with plans and building codes; set up daily schedule; approve work done or provide correction notices; conduct permit research; investigate stop work orders; interpret and explain applicable building codes to members of the public; and provide general customer service.

Building Inspector--------------------- April 2014 – May 2014 City of El Cerrito, El Cerrito, CA
Perform a variety of types of building inspection duties and assists in the review of building plans and specifications. Position was temporary/part-time.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
17 Information About Firm
David Logsdon
Plans Examiner
Education
Associated Builders and
Contractors- Electrical 4-
year Program
Licenses & Certifications
ICC Residential Electrical
Inspector, Certification #
5317382-E1
ICC Electrical Plans
Examiner, Certification #
5317382
ICC Commercial Electrical
Inspector, Certification #
5317382-E2
ICC Electrical Inspector,
Certification # 5317382
Master Electrician, State of
Maryland, License # 2270
(Inactive)

PROFESSIONAL EXPERIENCE
Plans Examiner----------------------------------- April 2021 – Present Shums Coda Associates
• Review plans, calculations, and specifications for compliance with the most current adopted codes and ordinances.
• Preparation of Plans Comments Letter according to industry and SCA standards.
• Meet and confer with the clients as needed to clarify plan check comments.
• Travel to jurisdictions on an as-needed basis to support clients.

Manager Plans Examination--------- August 2019 – August 2020 Department of Building & Fire Prevention, Clark County Government Manage all aspects of the plan review process. I organize, administer, coordinate reviews, and evaluate the work of plan examination and associated staff through subordinate supervision. Coordinate and oversee projects that are reviewed by a contracted consultant, plan check employees, verify service provided and authorize request for payment. Participate in new employee interview process, attend staff meetings, and confer with and represent the department with developers, engineers, architects, contractors, and property owners to give information regarding codes, regulations, and procedures.

Assistant Manager --------------------October 2017 – August 2019 Department of Building & Fire Prevention, Clark County Government As the Assistant Manager Plans Examination, I manage the Plumbing Mechanical, Electrical, and Residential Plan Examiner staff. In addition to these duties, I manage the hired consultant staff and their work assignments.

These duties include:
• Assigns daily work schedules to Plans Examiners and consultant staff. • Provide technical assistance consistent code interpretation to staff and the public.
• Assist customers with the resolution of complex or difficult situations to ensure that the plans will comply with codes and regulatory requirements. • Attend meetings with developers, engineers, architects, contractors, and property owners to give information regarding codes, regulations, and procedures.
• Participate in the new employee recruitment process.
• Prepare and administer Employee Performance Reports.

Plans Exam Specialist-------------------- May 2016 – October 2017 Department of Building & Fire Prevention, Clark County Government Reviewed Electrical Plans to ensure the plans are in compliance with the National Electrical Code, International Energy Conservation Code (IECC) and Southern Nevada Local Amendments. Attended weekly update meetings and facilitate the permit process with contractors, engineers, and architects.

Proficient in the over-the-counter permit program (OTC).

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
18 Information About Firm
Jason Van Ausdal, CBO
Plans Examiner/ Building Inspector/
Instructor
Education
Associates in Business
Administration and
Management, Stevens
Henegar Business College
Licenses & Certifications
Combination Inspector, State of
Utah, License # 339648-5601
ICC Commercial Combination
Inspector
ICC Building Code Specialist
ICC Combination Inspector
ICC Electrical Inspector
ICC Mechanical Inspector
ICC Building Inspector
ICC Certified Building Official
ICC Building Plans Examiner
ICC Plumbing Inspector,
Certification
Memberships
Current President - Utah
Association of Building
Officials
Current Chair - Utah Electrical
Advisory Committee
Past President - Utah Chapter
ICC
Past President - Northwest
Section IAEI
Past President - Utah Chapter
IAEI

PROFESSIONAL SUMMARY
Jason Van Ausdal has 21 years of leadership in community development departments as a Chief Building Official. Jason also has 27+ years total in governmental service, 23 years of commercial and residential plans examination, and over 15 years in code instruction for contractors and inspectors.

PROFESSIONAL EXPERIENCE
Plans Examiner --------------------------- January 2022 – Present Building Inspector
Instructor
Shums Coda Associates
• Review plans, calculations, and specifications for compliance with the most current adopted codes and ordinances.
• Preparation of Plans Comments Letter according to industry and SCA standards.
• Meet and confer with the clients as needed to clarify comments. • Travel to jurisdictions on an as-needed basis to support clients.

Building Official ----------------------- December 2010 – Present Springville City, UT
Building Official ----------------- March 2000 – November 2010 Syracuse City, UT
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
19 Information About Firm
Gil Rossmiller
Plans Examiner/ Building Inspector/
Instructor
Licenses & Certifications
ICC Building Inspector
IgCC Plans Examiner
ICC Mechanical Inspector
ICC Plumbing Inspector
IgCC Commercial Inspector,
with ASHRAE 189.1
IgCC Commercial Inspector
IgCC Plans Examiner, with
ASHRAE 189
ICC Green Building - Residential
Examiner
ICC Building Plans Examiner
Memberships
International Code Council -
Green Building Code (ICC700)
Consensus Committee (2005-
2006)
Residential Plumbing and
Mechanical Code
Development Committee
(2008-2010)
Commercial Energy Code
Development Committee
(2012 - present)
Green Building Technologies
Exam Development
Committee (2007-2010)
Colorado Chapter, Inc. of
International Code Council
(2003 – Present)
Code Change Committee,
Standardization Committee,
Program Committee
Educational Institute Instructor,
Chapter President – 2012

PROFESSIONAL SUMMARY
Gill Rossmiller has been in the building industry since 1975. Starting out as a construction laborer/carpenter then as a self-employed General Contractor working his way up to be an accomplished Plans Examiner and Building Official.

PROFESSIONAL EXPERIENCE
Plans Examiner ------------------------ December 2020 – Present Building Inspector
Instructor
Shums Coda Associates
• Review plans, calculations, and specifications for compliance with the most current adopted codes and ordinances.
• Preparation of Plans Comments Letter according to industry and SCA standards.
• Meet and confer with the clients as needed to clarify comments. • Travel to jurisdictions on an as-needed basis to support clients.

Instructor -----------------------------------2006 – December 2020 Plans Examiner
Energy Code
Colorado Code Consulting, CO
*Acquired by Shums Coda Associates in December 2020
Building Official ----------------------------------------- 2003 – 2006 Town of Parker, CO
Systems Improvement Manager-------------------- 2001 – 2003 Engle Homes of Colorado
Building Inspector/Plans Examiner----------------- 1994 – 2001 Tyree and Associates
General Contractor------------------------------------- 1984 – 1994 Self Employed
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
20 Information About Firm

Stephen “Steve” Thomas
Colorado Regional Manager, Education
Director
Education
B.S. in Business Administration -
University of Phoenix - Thesis:
“The Affects of a Housing Code in
the City of Glendale”
Course Work in Civil Engineering
Technology - CCD
Community College of Denver at
Red Rocks Lakewood, CO 1976 -
1978
Licenses & Certifications
ICC Building Plans Examiner
ICC Building Code Specialist
ICC Plumbing Inspector
ICC / AACE Property Maintenance
and Housing Inspector
ICC Building Inspector
ICC Building Code Official
ICC Accessibility Inspector/Plans
Examiner
ICC Housing Code Official
ICC Mechanical Inspector
ICC Residential Plans Examiner
ICC Certified Building Official
Memberships
International Code Council
National Fire Protection Association
Colorado Chapter ICC
Utah Chapter ICC
Arizona Building Officials
Colorado Municipal League
AIA Provider
Publications
Building Code Basics, 2009 IBC
Building Code Basics, 2012 IBC
Building Code Essentials, 2015 IBC
Building Code Essential, 2018 IBC
Applying the Codes to Cannabis
Facilities

PROFESSIONAL SUMMARY
Stephen “Steve” Thomas has over 40 years in the Building and Safety Industry. From Inspector, Plans Examiner, and a Building Official he has done it all. Through his experiences, he created Colorado Code Consulting and was the president of the
company between 1999 and 2020. He joined SCA in 2020 and continues to provide building code services to our clients.

Steve is also a successful course instructor for many courses including: The Community College of Denver, Lakewood
Colorado – Intro. to Building Codes, International Code Council Contract, Colorado Chapter ICC Educational Institute, Denver, CO, Southern Nevada Chapter ICC EduCode, Las Vegas, NV, Washington Association of Building Officials, Olympia, WA, Arizona Building Officials, Tucson, AZ, Oregon Building Officials Association, Eugene, OR, Utah Chapter ICC, Sandy, UT and St.

George UT, AIA Colorado, Denver, CO, and Johnson County Contractor Licensing Dept. Overland Park, KS.

PROFESSIONAL EXPERIENCE
Colorado Regional Manager ---December 2020 - Present
Education Director
Shums Coda Associates
Responsible for business services and client relations in Colorado. Serves as local point of contact and project manager for plan review, inspection, staff augmentation and other services provided.

President and Owner ---------------1999 – December 2020 Colorado Code Consulting, Denver, CO
*Acquired by Shums Coda Associates in December 2020
Building Official------------------------------------- 1981 – 1999 Community Development Director
City of Glendale, Glendale, CO
Building Inspector---------------------------------- 1978 – 1981 Plans Examiner
Building Official
The Building Department, Inc., Denver, CO
Quality Control Testing Technician ----------- 1977 – 1978 Materials Testing, Inc., Denver, CO
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
21 Information About Firm
Barbara Rice, CBO, CFM
Arizona Regional Manager
Education
Columbia Southern University: MS
in Public Administration/
Emergency Management, Current
National Fire Academy Executive
Fire Officer Program: EFO 2011
Columbia Southern University: BS
in Fire Science, 2014-2018
Licenses & Certifications
IAAI-CFI Certified Fire Investigator
ICC Safety Assessment Program
(Disaster Mitigation)
ICC Certified Fire Marshal
ICC Building Plans Examiner
ICC /AACE Property Maintenance
and Housing Inspector
ICC Fire Inspector II
ICC Permit Technician
ICC Fire Plans Examiner
ICC Certified Building Official
ICC Zoning Inspector
ICC Permit Specialist
ICC Fire Code Specialist
IFSAC Fire Inspector I
IFSAC Fire Inspector II
IFSAC Plans Examiner
IFSAC Fire Investigator
Arizona State Fire Training
Committee, Fire Instructor I
Fire Instructor II
Texas Commission on Fire
Protection, Fire Investigator
Inspector
State of Oregon,
Fire and Life Safety Plans
Examiner
Manufactured Parks and Camp
Inspector
Manufactured Home Installer
Inspector
Residential Plans Examiner
Residential Structural Inspector
Commercial Structural Inspector
State of Pennsylvania,
Residential Inspector
Commercial Inspector
Fire Inspector
Plans Examiner

PROFESSIONAL SUMMARY
Barbara Rice has 24 years in municipal and local government as a building official, plans examiner, fire marshal, inspector, permit technician, code enforcement and fire investigator.

PROFESSIONAL EXPERIENCE
Arizona Regional Manager ------- January 2022 – Present Shums Coda Associates
Responsible for business services and client relations in Arizona. Serves as local point of contact and project manager for plan review, inspection, staff augmentation and other services provided.

Building Safety Manager------------Sept. 2020 – Jan. 2022 Building Official/ Fire Marshal
Town of Sahuarita, AZ
• Conduct commercial and complicated plan review.
• Prepare division budget and determines appropriate use of funds. • Serve as Building Official and Fire Marshal. Interpret building codes and coordinates construction projects by researching codes and related material, consulting with owners, designers, staff, and plan review consultants, and resolving issues as needed.
• Manage and monitors work performance of division staff (8) including evaluations, coordinating training establishing work objectives and performance objectives, establishing organizational goals, and assuring staffing to meet those goals.
• Implemented improvements to operations by streamlining work processes, improve revenue collection, improve customer service needs while maintaining operational and code integrity. • Ensure building permit and inspection process is administered in accordance with local, State, and other regulations.
• Establish and maintain effective working relationships with other departments, local businesses, community groups, professional organizations, and other stakeholders.
• Interprets building codes and recommends code adoptions and amendments to Town Council.
• Serves as the lead professional in advising and administering the Board of Appeals.

Adjunct Faculty------------------------- February 2008 – Present Yavapai Community College, Clarkdale, AZ
• Teach fire code, investigation, prevention, and public education courses for Fire Science program.
• Develop curriculum for new courses and material.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
22 Information About Firm
The following additional SCA employees and their credentials are provided here, to assist in providing information related to the rest of support team that would be available to assist with the City of Vallejo workflow:

Team Member/ Job Title Education / Licenses & Certifications David Basinger, Architect
CEO
Principal
Education
• Bachelor of Architecture (with an emphasis on urban redevelopment), California Polytechnic State University at San Luis Obispo Licenses & Certifications
• Architect, State of California, License No. C25605
• Architect, State of Arizona, Registration No. 57859
• Architect, State of Nevada, License No. 7116
• Architect, State of Utah, License No. 10180242-0301
• Architect, State of Colorado, License No. 406323
• Architect, State of Hawaii, License No. 17696
• Architect, State of Washington, License No. 12600
• NCARB Certified, No. 77371
• ICC Building Plans Examiner
Jason Bullock
Utah Regional Manager
Education
• B.S., Business Administration, University of Phoenix
Licenses & Certifications
• ICC Building Plans Examiner
• ICC Combination Inspector
• ICC Electrical Inspector
• ICC Building Inspector
• ICC Plumbing Inspector
• ICC Mechanical Inspector
• ICC Commercial Combination Inspector
Alan Ellis, CBO
Nevada Client Liaison
Manager
Education
• MBA, University of Phoenix, Las Vegas, NV
• B.A., Social Science, Michigan State University, East Lansing, MI Licenses & Certifications
• Fire Inspector, Uniform Fire Code Association
• Fire Inspector, International Fire Code Institute
• NFPA - Fire Inspector III, Office of the Nevada State Fire Marshal • NFPA - Plans Examiner II, Office of the Nevada State Fire Marshal • Fire Inspector II, Office of the Nevada State Fire Marshal • Fire Inspector I Office of the Nevada State Fire Marshal • Medical Gas Inspector – National Pipefitters Council
• ICC Certified Building Official
• ICC Fire Inspector II
• ICC Building Inspector
• ICC Building Plans Examiner
• ICC Building Code Specialist
Terry Knox, MBA, CBO
Business Development
Director
Education
• Master of Business Administration, Minor in Construction Management • Bachelor of Science, Minor in Construction Management • Associates of Arts Degree in Building Inspection Technology Awards
• Helen Putnam Award for Excellence for Government Efficiency and Responsiveness
• California Building Official (CALBO) Hall of Fame
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
23 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Barbara Rice, CBO, CFM
Arizona Regional Manager
Education
• Columbia Southern University: MS in Public Administration/Emergency Management, Current
• National Fire Academy Executive Fire Officer Program: EFO 2011 Columbia Southern University: BS in Fire Science
• Yavapai Community College: Fire Service Leadership, EMT, Haz Ops for First Responder
• Portland Community College: Fire Science classes
• San Francisco State University, Biology
• Skyline College, San Bruno, CA. A.A.

Licenses & Certifications
• IAAI-CFI Certified Fire Investigator, Cert # 28-041430 • ICC Safety Assessment Program, Cert # Insert (Disaster Mitigation) • ICC Certified Fire Marshal, Cert # 0863852-FM
• ICC Building Plans Examiner, Cert # 0863852-B3
• ICC /AACE Property Maintenance and Housing Inspector, Cert # 0863852-64 • ICC Fire Inspector II, Cert # 5319430-67
• ICC Permit Technician, Cert # 0863852-14
• ICC Fire Plans Examiner, Cert # 5319430-F3
• ICC Certified Building Official, Cert # 0863852-CB
• ICC Zoning Inspector, Cert # 0863852-75
• ICC Permit Specialist, Cert # Insert
• ICC Fire Code Specialist, Cert # Insert
• IFSAC Fire Inspector I
• IFSAC Fire Inspector II
• IFSAC Plans Examiner
• IFSAC Fire Investigator
• Arizona State Fire Training Committee, Fire Instructor I • Arizona State Fire Training Committee, Fire Instructor II • Texas Commission on Fire Protection, Fire Investigator, Cert # 197225 • Texas Commission on Fire Protection, Inspector, Cert # 197224 • State of Oregon, Fire and Life Safety Plans Examiner, License # 5681PEF • State of Oregon, Manufactured Parks and Camp Inspector, License # 447PCI • State of Oregon, Manufactured Home Installer Inspector, License # 3171MHI • State of Oregon, Residential Plans Examiner, License # 2082CAX • State of Oregon, Residential Structural Inspector, License # 2111CAS • State of Oregon, Commercial Structural Inspector, License # 5662SI • State of Pennsylvania, Residential Inspector
• State of Pennsylvania, Commercial Inspector
• State of Pennsylvania, Fire Inspector
• State of Pennsylvania, Plans Examiner
Stephen “Steve” Thomas,
CBO
Colorado Regional Manager
Educational Director
Instructor
Chief Building Official
Building Inspector
Plans Examiner
Education
• B.S. in Business Administration - University of Phoenix - Thesis: “The Affects of a Housing Code in the City of Glendale”
• Course Work in Civil Engineering Technology - CCD
• Community College of Denver at Red Rocks Lakewood, CO Licenses & Certifications
• ICC Building Plans Examiner
• ICC Building Code Specialist
• ICC Plumbing Inspector
• ICC / AACE Property Maintenance and Housing Inspector • ICC Building Inspector
• ICC Building Code Official
• ICC Accessibility Inspector/Plans Examiner
• ICC Housing Code Official
• ICC Mechanical Inspector
• ICC Residential Plans Examiner
• ICC Certified Building Official
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
24 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Russell Adams, CBO
Plans Examiner
Building Inspector
Education
• Associate of Arts – Humanities, Santa Rosa Junior College Licenses & Certifications
• California Office of Emergency Services: Safety Assessment Program Coordinator
• California Office of Emergency Services: Safety Assessment Program Evaluator
• ICC Residential Mechanical Inspector
• ICC California Commercial Building Inspector
• ICC California Residential Building Inspector
• ICC Commercial Building Inspector
• ICC Residential Combination Inspector
• ICC Plumbing Inspector
• ICC Residential Plumbing Inspector
• ICC Commercial Plumbing Inspector
• ICC California Residential Electrical Inspector
• ICC California Commercial Plumbing Inspector
• ICC California Residential Combination Inspector
• ICC Residential Building Inspector
• ICC Residential Energy Inspector/Plans Examiner
• ICC Building Inspector
• ICC California Residential Mechanical Inspector
• ICC Residential Electrical Inspector
• ICC California Residential Plumbing Inspector
• ICC Plumbing Plans Examiner
• ICC Permit Technician
• ICC Commercial Electrical Inspector
• ICC Commercial Mechanical Inspector
• ICC Mechanical Plans Examiner
• ICC Mechanical Inspector
• ICC Commercial Combination Inspector
• ICC Combination Inspector
• ICC California Commercial Electrical Inspector
• ICC California Commercial Mechanical Inspector
• ICC California Combination Inspector
• ICC California Commercial Combination Inspector
• ICC Accessibility Inspector/Plans Examiner
• ICC Electrical Inspector
• ICC Building Plans Examiner
• ICC California Building Plans Examiner
• ICC Fire Plans Examiner
• ICC Commercial Energy Inspector
• ICC Master Code Professional
• ICC Certified Building Official
• ICC Mechanical Code Specialist
• ICC Building Code Specialist
• ICC Permit Specialist
• ICC Plumbing Code Specialist
• ICC Building Codes and Standards Module
• ICC Legal Module
• ICC Management Module
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
25 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Troy Alvord
Building Inspector
Licenses & Certifications
• ICC California Commercial Plumbing Inspector
• ICC Combination Inspector - Legacy
• ICC California Commercial Electrical Inspector
• ICC Building Inspector
• ICC California Commercial Building Inspector
• ICC Plumbing Inspector UPC
• ICC California Residential Electrical Inspector
• ICC Plumbing Inspector
• ICC Electrical Inspector
• ICC Mechanical Inspector UMC
• ICC California Commercial Mechanical Inspector
• ICC Accessibility Inspector/Plans Examiner
• ICC Mechanical Inspector
• ICC California Residential Plumbing Inspector
• ICC California Residential Building Inspector
• ICC California Residential Mechanical Inspector
• ICC California Commercial Combination Inspector
• ICC California Residential Combination Inspector
• ICC California Combination Inspector
• ICC Combination Inspector
• ICC Commercial Combination Inspector
• Master Electrician, State of Colorado, License # ME.0026338, Past Richard Ames, CBO
Plans Examiner
Building Inspector
Education
• Bachelor of Liberal Arts, Cal State Hayward/East Bay College of San Mateo Licenses & Certifications
• ICC Accessibility Inspector/Plans Examiner
• ICC Building Code Official
• ICC Plumbing Inspector UPC
• ICC Certified Building Official
• ICC Mechanical Inspector UMC
• ICC Plumbing Inspector
• ICC Mechanical Inspector
• ICC Combination Inspector
• ICC Building Inspector
• ICC Combination Inspector - Legacy
• ICC Building Plans Examiner
• ICC Electrical Inspector
• ICC Residential Plans Examiner
• ICC Building Code Specialist
• ICC Commercial Combination Inspector
• ICC Fire Plans Examiner
• ICC Commercial Energy Plans Examiner
• ICC Residential Energy Inspector/Plans Examiner
• ICC Master Code Professional
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
26 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Herman “Gene” Ashdown,
CBO
Senior Building Inspector
Education
• Building Inspection Technology, Cosumnes River College • Bachelor of Arts in Health and Safety Studies, California State University, Sacramento
Licenses & Certifications
• CALBO Building Official Certification
• CA OES SAP Evaluator and Coordinator
• ICC Mechanical Inspector UMC
• ICC California Commercial Building Inspector
• ICC Plumbing Inspector UPC
• ICC California Residential Mechanical Inspector
• ICC Plumbing Inspector
• ICC California Commercial Plumbing Inspector
• ICC California Commercial Mechanical Inspector
• ICC Mechanical Inspector
• ICC California Residential Building Inspector
• ICC California Residential Plumbing Inspector
• ICC Building Inspector
Kevin Askeland
Building Inspector
Education
• Portland State University Bachelors in Business Administration/Marketing Licenses & Certifications
• CAX- Residential Plans Examiner, State of Oregon
• PEA – Plans Examiner A-Level, State of Oregon
• CAS- Residential Structural Inspector, State of Oregon • SIA-Structural Inspector A-Level, State of Oregon
• MIA-Mechanical Inspector A-Level, State of Oregon
• PEF-Fire and Life Safety Plans Examiner, State of Oregon Alberto Barrios Marquez,
PE
MEP Plans Examiner
Education
• B.S., Mechanical/Electrical Engineering, University of Guadalajara, GDL., Jalisco, México
Licenses & Certifications
• Professional Engineer, State of Colorado, License # PE.0041140 • Master Electrician, State of Colorado, License # ME.0026505 • Certified Spanish Translator/Interpreter
• LEED AP BD+C, U.S. Green Building Council
• ICC Building Plans Examiner
• ICC Mechanical Plans Examiner
• ICC Plumbing Plans Examiner
Cedar Brannon
Building Inspector
Education
• 18 hours of college credits, College of Southern Nevada • Southern Nevada School of Real Estate, Las Vegas, NV
Licenses & Certifications
• ICC Permit Technician
• ICC Commercial Plumbing Inspector
• ICC Residential Building Inspector
• ICC Residential Plumbing Inspector
• ICC Plumbing Inspector
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
27 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications John Henry Brannon
Building Inspector
Education
• Associate of Science, Computer Science, Dixie College, St George, Utah Licenses & Certifications
• Building Inspector, State of Utah
• Contractor, State of Utah
• ICC Commercial Plumbing Inspector
• ICC Commercial Building Inspector
• ICC Mechanical Plans Examiner
• ICC Residential Plans Examiner
• ICC Residential Mechanical Inspector
• ICC Plumbing Inspector
• ICC Residential Electrical Inspector
• ICC Building Plans Examiner
• ICC Residential Plumbing Inspector
• ICC Residential Building Inspector
• ICC Building Inspector
• ICC Residential Combination Inspector
Corey Bundy, CBO
Building Inspector
Plans Examiner
Education
• Utah Seismic Safety, Commission Safety Assessment Program Certification • State of Utah Department of Commerce Active Licensure Licenses & Certifications
• ICC Building Inspector
• ICC Certified Building Official
• ICC Combination Inspector
• ICC Mechanical Inspector UMC
• ICC Fire Inspector I
• ICC Accessibility Inspector/Plans Examiner
• ICC Combination Inspector - Legacy
• ICC Commercial Energy Inspector
• ICC Residential Energy Inspector/Plans Examiner
• ICC Mechanical Inspector
• ICC Plumbing Inspector
• ICC Electrical Inspector
• ICC Fire Plans Examiner
• ICC Building Plans Examiner
• ICC Building Code Specialist
• ICC / AACE Property Maintenance and Housing Inspector • ICC Zoning Inspector
• ICC Permit Technician
• ICC Permit Specialist
• ICC Fire Inspector II
• ICC Fire Code Specialist
• ICC Master Code Professional
• ICC Commercial Combination Inspector
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
28 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Randall “Randy” Capra,
FPE
Fire Code Plans Examiner
Education
• B.S. in Business, Bellevue University, Omaha, NE
• Associates in Fire Sciences, Red Rocks Community College, Lakewood, CO Licenses & Certifications
• Fire Protection Engineering Technology Fire Alarm Systems-National Institute for Cert. in Engineering Technology (NICET) Level 1
• Fire Protection Engineering Technology Automatic Sprinkler System Layout – NICET Level 1
• Fire Protection Engineering Technology Special Hazards Suppressions Systems – NICET Level 1
• Fire Protection Engineering Technology Inspection and Testing of Water-Based Systems – NICET Level 1
• National Fire, Arson, & Explosion Investigation Training – NAFI Certified • Fire Officer II, State of CO Division of Fire Safety
• Fire Instructor, State of CO Division of Fire Safety
• National Fire Academy and FEMA Classes
• ICC Fire Plans Examiner
• ICC Fire Inspector II
Erin Carroll, EIT
Plan Check Engineer
Education
• B.S, Industrial Engineering, Clemson University, Clemson, SC Licenses & Certifications
• Registered Engineer in Training State of Maryland, No. 50013 Sheri Cerise
Administrative Assistant
Licenses & Certifications
• ICC Permit Technician
Tracy Christensen
Building Inspector
Licenses & Certifications
• Combination Inspector, State of Utah, License # 330601-5601 • ICC Residential Electrical Inspector
• ICC Commercial Combination Inspector
William “Bill” Clayton, CBO
Plans Examiner
Building Inspector
Instructor
Code Consultant
Education
• General Studies and Agriculture, Clackamas Community College, Oregon City, OR
• General Studies, Physical Education & Music, Mt. Hood Community College, Gresham, OR
Licenses & Certifications
• ICC Mechanical Inspector UMC
• ICC Building Inspector
• ICC Certified Building Official
• ICC Plumbing Inspector
• ICC Residential Fire Sprinkler Inspector/Plans Examiner • ICC Building Plans Examiner
• ICC /AACE Property Maintenance and Housing Inspector
• ICC Plumbing Inspector UPC
• ICC Building Code Official
• ICC Accessibility Inspector/Plans Examiner
• ICC Housing Code Official
• ICC Residential Energy Inspector/Plans Examiner
• ICC Mechanical Inspector
• ICC Building Code Specialist
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
29 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Michael “Mike” Coldiron
Senior Building Inspector
Instructor
Licenses & Certifications
• ICC Building Plans Examiner
• ICC Permit Technician
• ICC Plumbing Inspector UPC
• ICC Building Inspector
• ICC Structural Steel and Bolting Special Inspector
• ICC Combination Inspector - Legacy
• ICC Electrical Plans Examiner
• ICC Mechanical Inspector UMC
• ICC Electrical Code Official
• ICC Certified Building Official
• ICC Plumbing Inspector
• ICC Mechanical Inspector
• ICC Commercial Combination Inspector
• ICC Combination Inspector
• ICC Building Code Official
• ICC Electrical Inspector
• ICC Residential Plans Examiner
• ICC Permit Specialist
• ICC Building Code Specialist
• ICC Electrical Code Specialist
• ICC Residential Energy Inspector/Plans Examiner
James “Jim” Conway
Electrical Inspector
Education
• Soares Grounding
• One & Two Family NEC
• Photovoltaic Power System
• Mountain States Employers Council, Inc.
• Management & Supervisory Classes-City & County of Denver • International Fire Code Institute
Licenses & Certifications
• Master Electrician, Colorado License, ME 2327
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
30 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Brian Cook, MCP, CBO
Plans Examiner
Licenses & Certifications
• Master Electrician, State of Colorado, License No. ME.0026247 • Journeyman Electrician, State of Colorado, License No. JW.0101271 • ICC Commercial Combination Inspector
• ICC Commercial Energy Inspector
• ICC Residential Building Inspector
• ICC Residential Energy Inspector/Plans Examiner
• ICC Building Inspector
• ICC Mechanical Inspector
• ICC Building Code Specialist
• ICC Electrical Code Specialist
• ICC Residential Combination Inspector
• ICC Commercial Building Inspector
• ICC Accessibility Inspector/Plans Examiner
• ICC Electrical Plans Examiner
• ICC Electrical Inspector
• ICC Commercial Mechanical Inspector
• ICC /AACE Property Maintenance and Housing Inspector
• ICC Residential Electrical Inspector
• ICC Building Plans Examiner
• ICC Master Code Professional
• ICC Combination Inspector
• ICC Commercial Electrical Inspector
• ICC Certified Building Official
• ICC Commercial Plumbing Inspector
• ICC Commercial Energy Plans Examiner
• ICC Plumbing Inspector
• ICC Residential Plumbing Inspector
• ICC Residential Mechanical Inspector
• ICC Residential Plans Examiner
Matthew Coyle
Building Inspector
Education
• Wilrick Institute of Technology
• Carpenters Apprenticeship Training CTCNC
Licenses & Certifications
• Certified Welding Inspector (CWI), American Welding Society (AWS), Cert. No. 11121141
• ACI Concrete Field Testing Technician – Grade I, American Concrete Institute, Certification ID: 01212973
• ICC Structural Steel and Bolting Special Inspector
• ICC Reinforced Concrete Special Inspector
• ICC Mechanical Plans Examiner
• ICC Structural Masonry Special Inspector
• ICC California Commercial Building Inspector
• ICC California Residential Electrical Inspector
• ICC California Commercial Electrical Inspector
• ICC Electrical Plans Examiner
• ICC California Building Plans Examiner
• ICC Prestressed Concrete Special Inspector
• ICC Electrical Inspector
• ICC Combination Inspector
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
31 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Elvin “Chuck” DeVorss,

CBO, MCP
Plans Examiner
Education
• Associates of Science – Construction Inspection, Pasadena City College, • Certificate – Building Inspection and Plan Review, University of Nebraska Licenses & Certifications
• ICC Reinforced Concrete Special Inspector Legacy
• ICC Certified Building Official
• ICC Building Plans Examiner
• ICC Building Inspector
• ICC Electrical Plans Examiner
• ICC Mechanical Inspector UMC
• ICC Commercial Electrical Inspector
• ICC Plumbing Inspector
• ICC Commercial Building Inspector
• ICC Commercial Energy Plans Examiner
• ICC Residential Electrical Inspector
• ICC Combination Inspector
• ICC Residential Energy Inspector/Plans Examiner
• ICC Commercial Energy Inspector
• ICC Mechanical Inspector
• ICC Accessibility Inspector/Plans Examiner
• ICC Master Code Professional
• ICC Structural Masonry Special Inspector
• ICC Electrical Inspector
• ICC Building Code Specialist
• ICC Electrical Code Specialist
• ICC Commercial Combination Inspector
Rouhi El-Rabaa, PE
Plan Check Engineer
Education
• Bachelor’s in Civil Engineering, California State University, Los Angeles Licenses & Certifications
• Civil Engineer, State of California, License # 92565
• Certified Access Specialist (CASp), Cert # CASp-973,
• ICC Building Plans Examiner
Ali Fatapour, PE, CBO
Interim Building Official
Education
• M.S., Structural Engineering – California State University, San Jose • B.S., Civil Engineering – California State University, San Jose Licenses & Certifications
• Civil Engineer, State of California, No. C40671
• ICC Certified Building Official
• ICC Building Plans Examiner
Jeffrey Finn, SE Education
• B.S. Civil and Environmental Engineering, Cornell University, Ithaca, NY • M.E. (Civil), Structural Emphasis Cornell University, Ithaca, NY Licenses & Certifications
• Civil Engineer, State of California, No. 43928
• Structural Engineer, State of California, No. 3672
• Structural Engineer, State of Arizona, No. 50541
• Structural Engineer, State of Colorado, No. 43548
• Structural Engineer, State of Nevada, No. 22503
• Structural Engineer, State of Utah, No. 7355192-2202
• NCEES Model Law Structural Engineer, No. 39782
Su Fong, PE
Plan Check Engineer
Education
• M.S. Civil Engineering, San Jose State University
• B.S. Architectural Engineering, California Polytechnic State University Licenses & Certifications
• Civil Engineer, State of California, No. 89055
• ICC Building Plans Examiner
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
32 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications William “Bill” Gardner
Elevator Inspector
Education
• B.S., Business Administration – University of S. Dakota Licenses & Certifications
• NAESAI QEI Certification, State of Colorado, No. C-2041 Dean Gesualdo
Building Inspector
Licenses & Certifications
• Master Electrician, Clark County, NV
• ICC Commercial Building Inspector
• ICC Commercial Plumbing Inspector
• ICC Electrical Inspector
• ICC Residential Building Inspector
• ICC Residential Electrical Inspector
• ICC Building Inspector
• ICC Plumbing Inspector
• ICC Residential Plumbing Inspector
Roger Gier, CBO
Nevada Client Liaison
Manager
Education
• B.S., Business Administration, University of Phoenix, Las Vegas NV Licenses & Certifications
• ICC Certified Building Official
• ICC Mechanical Inspector UMC
• ICC Mechanical Inspector
• ICC Combination Inspector
• ICC Electrical Inspector
• ICC Plumbing Inspector
• ICC Plumbing Inspector UPC
• ICC Building Inspector
• ICC Commercial Combination Inspector
Martin Haeberle, CBO
Senior Building Inspector
Plans Examiner
Chief Building Official
Education
• ADA Coordinator, University of Missouri
• Commercial/Residential Heating Ventilation and Refrigeration Systems - Kansas City Technical College
Licenses & Certifications
• FEMA Emergency Management Certification
• Building Inspector License, State of Utah. No. 6597488-5602 • ICC Residential Electrical Inspector
• ICC Building Inspector
• ICC Commercial Electrical Inspector
• ICC Building Plans Examiner
• ICC Certified Building Official
• ICC Residential Plumbing Inspector
• ICC Accessibility Inspector/Plans Examiner
• ICC Commercial Mechanical Inspector
• ICC Commercial Plumbing Inspector
• ICC Electrical Inspector
• ICC Plumbing Inspector
• ICC Building Code Specialist
Patrick Haniger
Building Inspector
Plans Examiner
Education
• Building Technology Certificate, College of San Mateo • A.S., Building Technology College of San Mateo
Licenses & Certifications
• ICC Plumbing Inspector UPC
• ICC Commercial Electrical Inspector
• ICC Residential Building Inspector
• ICC Mechanical Inspector UMC
• ICC Commercial Building Inspector
• ICC Building Inspector
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
33 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Landan Hansen
Building Inspector
Plans Examiner
Education
• Snow College, Ephraim Utah
Licenses & Certifications
• ICC Residential Building Inspector
• ICC Residential Plumbing Inspector
• ICC Residential Mechanical Inspector
• ICC Commercial Electrical Inspector
• ICC Commercial Mechanical Inspector
• ICC Mechanical Inspector
• ICC Commercial Plumbing Inspector
• ICC Commercial Building Inspector
• ICC Plumbing Inspector
• ICC Commercial Combination Inspector
• ICC Building Inspector
Jeff Hedman, SE
Plans Check Engineer
Education
• B.S Civil Engineering, University of Utah
• AA, General Studies, Dixie State University
Licenses & Certifications
• Professional Structural Engineer, State of Utah, License # 5338635-2203 Brian Herren
Electrical Inspector
Education
• IEC Apprenticeship
Licenses & Certifications
• Master Electrician, State of Colorado, License # 28307 • ICC Residential Mechanical Inspector
• ICC Commercial Electrical Inspector
• ICC Electrical Plans Examiner
Jody Hilton, CBO
Chief Building Official
Plans Examiner Manager
Education
• ICBO Plans Building Code Class’s Salt Lake Community College • Examiner Class, Whittier, California
• Utah Valley Community College
Licenses & Certifications
• ICC Commercial Combination Inspector
• ICC Building Code Specialist
• ICC Building Plans Examiner
• ICC Commercial Energy Plans Examiner
• ICC Combination Inspector
• ICC Plumbing Inspector
• ICC Mechanical Inspector
• ICC Building Inspector
• ICC Certified Building Official
• ICC Electrical Inspector
Richard “Rick” Hollander
Building Inspector
Education
• IAEI Training Seminars
Licenses & Certifications
• ICC Electrical Inspector
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
34 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Cody Illum
Building Inspector
Licenses & Certifications
• ICC Commercial Mechanical Inspector
• ICC Residential Electrical Inspector
• ICC Residential Mechanical Inspector
• ICC Residential Plumbing Inspector
• ICC Commercial Electrical Inspector
• ICC Commercial Building Inspector
• ICC Residential Building Inspector
• ICC Commercial Plumbing Inspector
• ICC Building Inspector
• ICC Mechanical Inspector
• ICC Electrical Inspector
• ICC Plumbing Inspector
• ICC Residential Combination Inspector
• ICC Combination Inspector
• ICC Commercial Combination Inspector
Vincent “Vince” Juanitas
Building Inspector
Licenses & Certifications
• ICC Residential Building Inspector
• ICC Residential Plumbing Inspector
Daniel “Dan” Kishpaugh
Senior Plans Examiner
Education
• Bachelor’s degree, History - University of Nevada, Reno • Plan Review Institute - Whittier, California
• Building and Fire Code Plan Review - National Fire Academy • Fire Structures and Systems Course - National Fire Academy • Building Official’s Institute - Portland, Oregon
Licenses & Certifications
• ICC Mechanical Inspector UMC
• ICC Plumbing Inspector UPC
• ICC Electrical Inspector
• ICC Building Plans Examiner
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
35 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Dean Kuenzi, CBO
Plans Examiner
Building Inspector
Education
• A.S. Degree in Energy Systems – Photovoltaics, Diablo Valley College, Pleasant Hill, CA
• B.S. Degree, Colorado State University – Global, January 2019 – Present (Expected 2022)
Licenses & Certifications
• NABCEP Entry Level Certification (Photovoltaic)
• Post-Disaster Safety Assessment Program (SAP)
• ICC Commercial Electrical Inspector
• ICC Combination Inspector
• ICC Commercial Energy Plans Examiner
• ICC Residential Plans Examiner
• ICC Commercial Building Inspector
• ICC Accessibility Inspector/Plans Examiner
• ICC Fire Plans Examiner
• ICC Residential Mechanical Inspector
• ICC Master Code Professional
• ICC Certified Building Official
• ICC Building Plans Examiner
• ICC Fuel Gas Inspector
• ICC Residential Electrical Inspector
• ICC Commercial Plumbing Inspector
• ICC Residential Plumbing Inspector
• ICC Residential Building Inspector
• ICC Commercial Mechanical Inspector
• ICC Plumbing Plans Examiner
• ICC Residential Energy Inspector/Plans Examiner
• ICC Building Inspector
• ICC Mechanical Inspector
• ICC Electrical Inspector
• ICC Plumbing Inspector
• ICC Building Code Specialist
• ICC Plumbing Code Specialist
• ICC Residential Combination Inspector
• ICC Commercial Combination Inspector
David Logsdon
Plans Examiner
Education
• Associated Builders and Contractors- Electrical 4-year Program Licenses & Certifications
• ICC Residential Electrical Inspector, Certification # 5317382-E1 • ICC Commercial Electrical Inspector, Certification # 5317382-E2 • ICC Electrical Plans Examiner, Certification # 5317382-E3 • ICC Electrical Inspector, Certification # 5317382
• Master Electrician, State of Maryland, License # 2270 (Inactive) Ryan Loh
Plan Check Engineer
Education
• Master of Science Degree in Civil Engineering, San Jose State University • Bachelor of Science Degree in Civil Engineering, Oklahoma State University Licenses & Certifications
• Civil Engineer, State of California, No. 5491
• Structural Engineer, State of California, No. 5192
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
36 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Jerry Long
Building Inspector
Plans Examiner
Education
• B.S Industrial Technology, University of Wisconsin – Stout • Ski Area Management Leadership Training, Colorado Mountain College Licenses & Certifications
• ICC Building Inspector
• ICC Residential Mechanical Inspector
• ICC Commercial Plumbing Inspector
• ICC Residential Building Inspector
• ICC Commercial Building Inspector
• ICC Commercial Mechanical Inspector
• ICC Building Plans Examiner
• ICC Residential Plumbing Inspector
• ICC Plumbing Inspector
• ICC Mechanical Inspector
Xin Lui, FPE
Fire Protection Engineer
Education
• M.S., Fire Protection Engineering, University of Maryland, College Park, MD • B.S., Fire Protection Engineering, State Key Laboratory of Fire Science, University of Science and Technology of China
Licenses & Certifications
• Fire Protection Engineer, State of California, NO. 1698 Alain Mamada, FPE
Fire Protection Engineer
Education
• M.S., Fire Protection Engineering, California Polytechnic State University • B.T Mechanical Engineering University of Johannesburg Licenses & Certifications
• Fire Protection Engineer, State of California, No. 1935 James “Jim” McGinley
Building Inspector
Education
• Bachelor of Science Degree, Business Administration/ Marketing, San Diego State University
• Construction Practices and Procedures, San Jose State University College of Extended Studies
• Certificate of Proficiency in Concrete Construction Inspection, San Diego State University College of Extended Studies
Licenses & Certifications
• ICC Building Inspector
Kurt McMullin, PE, Ph. D
Plan Check Engineer
Education
• PhD, Civil Engineering, University of California, Berkeley • MS, Civil Engineering, University of California, Berkeley • BS, Agricultural Engineering, Iowa State University
Licenses & Certifications
• Civil Engineer, State of California, No. C47595
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
37 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Hope Medina, CBO
Building Inspector
Plans Examiner
Instructor
Licenses & Certifications
• On Site Plan Review and Inspections, Train the Trainer, DOE Building Energy Codes
• Safety Assessment Program Building Inspector, State of California • ICC Residential Electrical Inspector
• ICC Green Building - Residential Examiner
• ICC Residential Mechanical Inspector
• ICC Residential Building Inspector
• ICC IgCC Plans Examiner
• ICC Building Plans Examiner
• ICC IgCC Commercial Inspector
• ICC Accessibility Inspector/Plans Examiner
• ICC Commercial Building Inspector
• ICC Residential Plumbing Inspector
• ICC Residential Plans Examiner
• ICC Residential Energy Inspector/Plans Examiner
• ICC Permit Technician
• ICC Mechanical Plans Examiner
• ICC Building Inspector
• ICC Residential Combination Inspector
• ICC Management Module
• ICC Legal
• ICC Building Codes and Standards
• ICC Certified Building Official
• ICC Building Code Specialist
• ICC Certified Sustainability Professional
• ICC Permit Specialist
Russell Mora
Plans Examiner
Licenses & Certifications
• ICC Electrical Plans Examiner
• ICC Electrical Inspector
• ICC Electrical Journeyman
Adam Mulford
Elevator Inspector
Licenses & Certifications
• Certified Elevator Inspector, QEI NAESA
• Type 1 Conveyance Inspector, Colorado Division of Oil and Public Safety, Conveyance Section
Christian Ng, FPE
Fire Protection Engineer
Education
• B.S, Fire Protection Engineering University of Maryland, College Park, MD Licenses & Certifications
• Fire Protection Engineer, Engineer State of California, No. 2132 Lisa O'Malley
Plans Examiner
Licenses & Certifications
• California Building Plans Examiner
Randy Pabst
Elevator Chief Inspector
Education
• University of Colorado at Boulder, Bachelor of Arts
Licenses & Certifications
• Certified Elevator Inspector, National Association of Elevator Safety Authorities, Cert # C-1790
• Type 1 Conveyance Inspector, State of Colorado, Licensee # 951711 DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
38 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Lloyd Parry
Building Inspector
Education
• Business Degree
Licenses & Certifications
• ICC Residential Electrical Inspector
• ICC Residential Building Inspector
• ICC Residential Mechanical Inspector
• ICC Residential Plumbing Inspector
• ICC Commercial Plumbing Inspector
• ICC Residential Combination Inspector
• ICC Commercial Mechanical Inspector
• ICC Commercial Building Inspector
• ICC Building Inspector
Jeffrey Paterson, FPE
Fire Protection Engineer
Education
• M.S., Fire Protection Engineering, California Polytechnic State University • B.S., Civil Engineering, University of California Davis Licenses & Certifications
• Fire Protection Engineer, State of California No. 1926 Ed Paxton
Building Inspector
Education
• Trade Teck Welding School
Licenses & Certifications
• ICC Building Inspector
• ICC Mechanical Inspector
• ICC Plumbing Inspector
• ICC Electrical Inspector
• ICC Residential Energy Inspector/Plans Examiner
• ICC Combination Inspector
• ICC Commercial Combination Inspector
James “Ed” Pehrson, CBO
Plans Examiner
Building Inspector
Education
• Building Inspection coursework, Davis Applied Technology Center, Utah Licenses & Certifications
• Combination Inspector, State of Utah, License # 5791568-5601 • Stormwater Inspector, SPESC, Cert ID #00004693
• ICC Residential Combination Inspector
• ICC Residential Plumbing Inspector
• ICC Commercial Plumbing Inspector
• ICC Commercial Electrical Inspector
• ICC Residential Electrical Inspector
• ICC Commercial Building Inspector
• ICC Commercial Mechanical Inspector
• ICC Residential Energy Inspector/Plans Examiner
• ICC Residential Building Inspector
• ICC Residential Mechanical Inspector
• ICC Electrical Inspector
• ICC Plumbing Inspector
• ICC Building Inspector
• ICC Mechanical Inspector
• ICC Combination Inspector
• ICC Commercial Combination Inspector
• ICC Accessibility Inspector/Plans Examiner
• ICC Building Plans Examiner
• ICC Building Code Official
• ICC Building Official
• ICC Building Code Specialist
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
39 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Diana Perkins, CBO
Senior Plans Examiner
Education
• M.P.A., University of San Francisco
• B.S., Economics, University of San Francisco
Licenses & Certifications
• ICC Accessibility Inspector/Plans Examiner
• ICC Residential Building Inspector
• ICC Building Plans Examiner
• ICC Certified Building Official
Rosario “Russ” Perrone
Senior Building Inspector
Licenses & Certifications
• OHSA 30
• Post-Earthquake Safety Evaluation
• ICC Commercial Building Inspector
• ICC Residential Building Inspector
• ICC Building Inspector
Mark Ptashkin, CBO
Electrical Plans Examiner
Chief Building Official
Licenses & Certifications
• Special Inspector (Electrical), City of Phoenix. #37551 • ICC Certified Building Official
• ICC Mechanical Inspector
• ICC Electrical Inspector
• ICC Building Inspector
Larry Randall
Fire Inspector
Plans Examiner
Education
• Business Management Program, University of Phoenix
• Fire Science/General Studies, University of Alaska Chapman College, Eastern New Mexico University, Rio Salado Community College, Mesa Community College, Glendale Community College, Community College of the Air Force Licenses & Certifications
• Uniform Fire Code Inspector, International Conference of Building Officials/Western Fire Chief’s Assoc. Inc.
• Fire Instructor, State of AZ
• Fire Instructor II, State of AZ
• Fire Inspector I, State of AZ
• Fire Inspector II, State of AZ
• Fire Inspector I, National Professional Qualifications Board • Firefighter I, National Professional Qualifications Board • Fire Protection Supervisor, United States Air Force
• Fire Inspector, United States Air Force
• Fire Protection Specialist, United States Air Force
• Fire Protection Trainee, United States Air Force
Daniel “Dan” Reardon
Building Inspector
Plans Examiner
Education
• BS Mathematics / Emphasis in Secondary Education, University of Northern Colorado
Licenses & Certifications
• Safety Assessment Program (Disaster Mitigation)
• ICC Plumbing Inspector
• ICC Building Inspector
• ICC Mechanical Inspector
• ICC Building Plans Examiner
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
40 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Gil Rossmiller
Building Inspector
Plans Examiner
Instructor
Licenses & Certifications
• IgCC Plans Examiner with ASHRAE 189.1
• IgCC Commercial Inspector
• ICC Building Inspector
• ICC Mechanical Inspector
• IgCC Commercial Inspector with ASHRAE 189.1
• IgCC Plans Examiner
• ICC Plumbing Inspector
• ICC Green Building - Residential Examiner
• ICC Building Plans Examiner
Douglas “Doug” Rykerd
Combination Inspector
Education
• Mr. Rooter University, Waco TX, Training in Business
• California Polytechnic University, Pomona, CA – Mechanical Engineering, Licenses & Certifications
• Colorado License Plumber
• ICC Commercial Building Inspector
• ICC Certified Commercial Plumbing Inspector
• ICC Certified Commercial Mechanical Inspector
Bennett Schmidt
Elevator Inspector
Education
• B.F.A., Liberal Arts, Studio Arts Major, Kenyon College, Gambier, OH Licenses & Certifications
• Master Electrician, State of Colorado, License # 25337 • Type 1 Conveyance Inspector, State of Colorado, Licensee # CI-1-522 • Electrical Contractor, State of Colorado, License # 6551 Matt Tate
Building Inspector
Licenses & Certifications
• ICC Residential Mechanical Inspector
• ICC Commercial Mechanical Inspector
• ICC Residential Building Inspector
• ICC Combination Inspector
• ICC Residential Plumbing Inspector
• ICC Commercial Electrical Inspector
• ICC Commercial Plumbing Inspector
• ICC Commercial Building Inspector
• ICC Residential Electrical Inspector
• ICC Building Inspector
• ICC Mechanical Inspector
• ICC Electrical Inspector
• ICC Plumbing Inspector
• ICC Residential Combination Inspector
• ICC Commercial Combination Inspector
Thor Toepfer
Building Inspector
Licenses & Certifications
• ICC Building Plans Examiner
• ICC Fire Plans Examiner
• ICC Residential Building Inspector
• ICC Accessibility Inspector/Plans Examiner
• ICC Residential Plumbing Inspector
Mariam Umair, EIT
Plan Check Engineer
Education
• M.S., Structural Engineering - San Jose State University • B.S., Civil Engineering - University of Engineering & Technology, Taxila, Pakistan
Licenses & Certifications
• Licensed EIT
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
41 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Jason Van Ausdal, CBO
Building Inspector
Plans Examiner
Instructor
Education
• Associates in Business Administration and Management, Stevens Henegar Business College
Licenses & Certifications
• Combination Inspector, State of Utah, License # 339648-5601 • ICC Commercial Combination Inspector
• ICC Building Code Specialist
• ICC Combination Inspector
• ICC Electrical Inspector
• ICC Mechanical Inspector
• ICC Building Inspector
• ICC Certified Building Official
• ICC Building Plans Examiner
• ICC Plumbing Inspector
Christopher Vasquez
Elevator Inspector
Education
• One year of Conveyance Inspector Training
• Denver Joint Electrical Apprenticeship Training Center • Completed two-year course at Electronic Technical Institute in Denver, CO • Attained Associates Degree in Electronic Technology
Licenses & Certifications
• QEI Certification, NAESA, Cert # C-5713
• State of Colorado Conveyance Inspector, License # CI-1-516 • City of Denver Conveyance Inspector, License #1545330 • State of Colorado Master Electrician, License ME.0029035 • State of Colorado Journeyman Electrician, License JW.0010368 Daniel “Dan” Weed, CBO
Chief Building Official
Building Inspector
Plans Examiner
Education
• Arizona Building Officials (AZBO) Institute
• Bachelor of Arts in Liberal Arts / Public Speaking
• Ambassador University, Pasadena, California
Licenses & Certifications
• ICC Plumbing Inspector UPC
• ICC Electrical Plans Examiner
• ICC Mechanical Inspector UMC
• ICC Mechanical Inspector
• ICC Building Code Official
• ICC / AACE Property Maintenance and Housing Inspector • ICC Electrical Inspector
• ICC Plumbing Inspector
• ICC Building Inspector
• ICC Combination Inspector - Legacy
• ICC Combination Inspector
• ICC Building Plans Examiner
• ICC Certified Building Official
• ICC Accessibility Inspector/Plans Examiner
• ICC Building Code Specialist
• ICC Electrical Code Specialist
• ICC Commercial Combination Inspector
Robert Wheeler, FPE
Fire Protection Engineer
Education
• B.S. Fire Protection Engineering, University of Maryland Licenses & Certifications
• Fire Protection Engineer, State of California, No. 1825 • Fire Protection Engineer, State of Arizona, No. 38935 • Professional Engineer, State of North Dakota, No. 6967 • Professional Engineer, State of Georgia, No. 17765
• Professional Engineer, State of Nevada, No. 24638
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
42 Information About Firm
Team Member/ Job Title Education / Licenses & Certifications Heather Whitaker
Plans Examiner
Licenses & Certifications
• Resnet Certified Residential Field Inspector
• ICC Residential Energy Inspector/Plans Examiner
• ICC Commercial Energy Plans Examiner
• ICC Building Plans Examiner
Pamela “Pam” WhitakerSowell
Permit Technician
Education
• Bachelor’s Degree in Business Management
• Associate of Science, Business, San Joaquin Della College Licenses & Certifications
• ICC Permit Technician
• California State Notary
Myron Williams
Building Inspector
Plans Examiner
Education
• General Education Courses, Utah Valley State College
• National Electrical Code
• Davis Area Technology Center, Kaysville, Utah
Licenses & Certifications
• Combination Inspector, State of Utah, License #4958496-5601 • International Building and International Residential Code • International Mechanical and International Plumbing Code • International Building Plans Examiner
• ICC Mechanical Inspector, License # 5044251
• ICC Accessibility Inspector/Plans Examiner, License # 5044251 • ICC Plumbing Inspector, License # 5044251
• ICC Mechanical Plans Examiner, License # 5044251
• ICC Residential Energy Inspector/Plans Examiner, License # 5044251 • ICC Electrical Inspector, License # 5044251
• ICC Building Plans Examiner, License # 5044251
• ICC Combination Inspector, License # 5044251
• ICC Building Inspector, License # 5044251
• ICC Commercial Combination Inspector, License # 5044251 DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
43 Information About Firm
Experience with Municipal Projects
To highlight the type of projects we have reviewed, inspected, and provided permitting staff for, we provide the following examples of work completed for our municipal clients under contract services.

Google/Nasa Bayview Project................................................................ 2018 - Current Mountain View, CA............................................... Nena Bizjak, CBO, (650) 903 – 6313 SCA has been under contract for the past five years to
assist NASA with over 2,000,000-sq. ft. of office,
restaurants, assembly spaces, events center, parking,
and residential guest hotel project for a new Google
complex located at NASA-Ames Research Facility. As a
federal agency, NASA has a Building Department that
does not process permits as done at a typical jurisdiction, but rather operates as construction management for
improvements at the base. The Google site is a landlease/joint-venture with Ames Research that involved a complex design on previously incorporated City of Mountain View property. The design was extremely innovative in its approach and utilized advanced engineering systems (non-dynamic linear design), as well as being in a flood plain, having underground vapor mitigation system, deep geothermal heat system, largescale integrated photo-voltaic roof system and several alternative materials and method requests.

SCA was initially brought in to review the primary building of the campus that comprise three separate structures over a common basement level, while other consulting firms were utilized to review site/civil improvements and future housing/garage structure. However, SCA was so much more successful and responsive to both the owner/design schedule and NASA’s code concerns, we were quickly promoted to complete the entire project reviews, as well as continual inspections.

In fact, SCA’s involvement was so well received in this capacity, that we are now providing reviews for the historic hanger renovation and re-uses, as well a base infrastructure (such as roadways and bridges). These reviews are exclusively performed electronically, with document control through our administrative staff until approval and release for printing by the design team, and subsequently submitted to the base. Initially NASA had never undertaken such a large and dynamic process, and they didn’t understand how to streamline and maintain design/construction schedules. However, SCA worked with their management team, as well as Google/Whiting Turner and the designers, to guide the process into a jurisdictional model that is modified to accommodate the aggressive construction schedule. We provided preliminary code review of design development plans for the project, complete plan review and oversight of structural peer reviews, as well as continuing inspection team for on-going construction.

Microsoft Campus................................................................................................... 2019 Mountain View, CA............................................... Nena Bizjak, CBO, (650) 903 – 6313 Microsoft campus demolished four of five original two-story office buildings and cafeteria/events center and constructed a combined two-story building with extensive roof decks and landscape features. The goal of the project was to create a more integrated and green structure that would be selfsupporting. This involved replacing surface parking with a parking structure, exposed CLT structural systems,
recycled and black water on-site treatment facility, as well as emphasis to transition from the structure to the natural watershed/creek on the south side of the property. The final structure was type III-B construction under the mall provisions, and included Group B, A-3, A-2, S-1, and S-2 occupancies.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
44 Information About Firm
Lucid Motors............................................................................................ 2019 - Current Casa Grande, AZ .....................................................Brian Tardif, CBO, (520) 421-8630 Plan review of phase I of a new electric car
manufacturing facility, and CUP, for Lucid Motors. The
project was comprised of a 192,784-sq. ft. Body in White structure, and an attached 564,906-sq. ft. Paint/General Assembly structure. These two buildings were attached
to one another via a raised conveyor bridge element and had a separate CUP for the site. The entire project was reviewed as “at-risk” phased submittals, and SCA
Building, and Fire attended weekly meetings to discuss
code concerns and proposed AMMR’s, as part of the overall review schedule. The project included Group F-1, H-2, H-3, B, A-3, and A-3 occupancy uses, and was two stories with additional large mezzanines or platforms of equipment. All turnarounds were met or exceeded with this expedited review process that allowed the vehicle manufacturing to begin months ahead of original proposed day one start-up of activities.

The Dean....................................................................................................... 2018 - 2019 Mountain View, CA............................................... Nena Bizjak, CBO, (650) 903 – 6313 SCA and FRA completed the plan review of this 5.75-acre mixed-use apartment community consisting of several five story, The project was over 100,000-sq. ft. in size and utilized two levels of type IA podium design, with five stories of type IIIA over the podium, all over two floors of below grade parking. The development is anticipated to house 600 market rate housing units in a cluster of buildings surrounding a public ‘paseo’. SCA also did the inspections for this project.

California State University – College of Extended Learning Expansion ............ 2018 San Bernardino, CA ............................. Leatha J. Elsdon, Architect, (909) 537 – 3182 SCA completed the plan review of this project, a new
construction of a Type II-A, fully sprinklered 3-story steelbraced framed building with classrooms, study spaces, a 250-seat lecture hall and administration building, which will feature a global gallery, an outdoor plaza for social gathering and study areas and a retail food facility.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
45 Approach to Completing Scope of Services
SCA is independent, properly licensed to practice in California, and has no conflict of interest with regard to any other work performed by the firm for the City. It should be noted that all of our services are provided only for jurisdictional clients and to confirm code minimums in construction.

The following outline how SCA will provide the tasks requested in the RFP, and the unique approaches that we undertake to ensure all of our services are customized to meet the City of Vallejo’s goals with this contract.

Quality Control
One of the keys to SCA’s success as a company is the commitment to quality control of our services. SCA starts with the employment of qualified and knowledgeable personnel, the use of plan check templates to match local interpretations, continuing education, and internal peer reviews. These controls raise the quality level of our plan checks by being focused on significant code issues, but also providing a consistent product to our clients. With our services remaining constantly the highest quality, it provides our clients and their communities with a high level of confidence that their plans will be reviewed with equal consideration and thoroughness required for construction safety.

Technical Support
As with any of our clients, SCA will provide technical support for the City of Vallejo’s service needs. Our staff is able to provide any in-house services determined necessary by the City. We often have personnel in attendance at pre-submittal and in-progress plan review meetings. We currently provide in-house plan review, inspection, and permit technicians services to local jurisdictions. These are often the services that allow our plan review team to understand the municipality and become immersed in the standard processes and operating procedures of the City. The sooner that we can reach this understanding of local preferences, ultimately allows us to provide superior plan review services based on that intimate knowledge of the local fabric.

SCA understands the value of operating quickly and efficiently, as is expected to complete a successful project in this marketplace. City of Vallejo’s projects are unique in size and complexity but demands a team that is attentive to details to reach critical construction deadlines. Personnel working on such projects at SCA will be available via phone or email to immediately address concerns or provide additional clarification of code concerns to applicants or City of Vallejo staff.

Commitment to providing additional technical support when needed often keeps projects on deadlines and under budget.

Commitment to Quality Service
SCA’s continued growth is attributed to our sound client relationships and demonstrated value in providing contract services, to municipalities of all sizes. We have enjoyed successful partnerships with numerous jurisdictions throughout California, as well as other states, and we welcome the opportunity to partner with the City of Vallejo. We are proud of the superior level of assistance provided to our clients, and we are confident in our overall company structure to commit to the services outlined – responsiveness, on-time delivery, local staff members, and superior code knowledge.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
46 Approach to Completing Scope of Services
Plan Review Implementation Plan
In order to begin a successful delivery of our services to the City of Vallejo, we must have strong communication between our permit technician/administrative staff, to ensure that electronic plans are properly received and complete to allow us to begin our review. There is a great deal of time spent by our plans coordination staff to review each submittal when received for completeness and assure that we reach back for missing information or issues early on in the review process.

SCA staff has a system in place that verifies that all electronic files are received (correcting any corrupted files) and assess that all documents needed for the review have been received. Our team will usually reach out to City of Vallejo’s staff within 24-hours, with any discrepancy in submittal documents, or even transmittals related to each review.

Once this first step is completed, our Plan Check Manager meets with the Plans Coordinators to assess and understand each project received, as well as putting it into a larger database schedule that we maintain internally for all jurisdictional projects being received. It is at this point that our Manager and Coordinator will begin the process of assigning each project a unique SCA job number for tracking purposes, which the City of Vallejo staff or applicants can access at any time during our review cycles. Then each project will be assigned to a SCA plan review team member, based on experience, expertise, and complexity of the project along with the current availability of each team member. Our plan review staff is well versed and able to review all code requirements. Most smaller projects can be reviewed by a single plan examiner/engineer and for large projects, our plans coordinators will confer with our plan review manager to divide project portions into smaller systems reviews – which ensures that the project stays on schedule with multiple persons assigned to handle larger lifts. The plans coordination team will continue to check-in and update schedules during each cycle of review, and make sure that each plan review member remains on schedule or re-assigning (when needed) some work to ensure turnaround times are met. When review cycles are finally completed, our managers will review final products to ensure that comments are formatted properly, and clear in regards to code concerns. Then they will register the cycle completion, deliver comment lists or approvals back to the City of Vallejo’s staff for delivery to the applicants.

Our standard plan review results in lists of comments which refer to specific detail, drawing or location in the building, and reference applicable code sections for each item cited. We prefer (if approved by the City of Vallejo) to expedite or clarify plan review items by contacting the designers and communicating directly, using the most advantageous media available, to resolve issues. In today’s development climate a brief phone call, or a thirty-minute online meeting can save weeks of back-and-forth delays to obtain minimum code compliance and approvals. We understand that there can be limitations in the designer’s technology or jurisdictional inter-department review process, which sometimes prohibit these methods from being implemented with every project.

With either approach being implemented, SCA understands and intends to route all communication/comment letters (first or concurrently) through the City of Vallejo, as directed by your staff. All reviewed and approved documents shall be returned to the City after the plan review process is completed, and input into the tracking software as directed by the City of Vallejo’s staff.

When questions arise, this is the part of the SCA team that initially fields the questions and directs inquiries to the appropriate plan review staff to respond and resolve issues. This ensures that every item related to a plan review list can be responded to and resolved with the staff person that created the comment initially. We are committed to returning calls and emails, promptly and with a professional approach associated with these services.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
47 Approach to Completing Scope of Services
This is the process we follow with each standard review project, but our philosophy is still to meet the City’s needs with regards to our service. As such, we maintain the ability to adjust our process to accommodate the City of Vallejo’s staff. Further, we can activate our team early on in the process (usually prior to construction documents being submitted to the City), to provide general code reviews with design development plans, to assist with sensitive projects understanding larger code concerns early on in the process, and hopefully allowing corrections that will reduce plan review cycles in the future. SCA actually prefers to review larger projects in this manner, but only under the clear direction of the City, and with the understanding that we are not designing the project, but merely representing the City of Vallejo’s code concerns.

Plan Review and Approvals
SCA’s plan review reports will reference sheets and code sections that are applicable for each comment. We will send all submittal and resubmittal reports directly to the City of Vallejo for distribution to the applicant, but we can also directly/simultaneously provide the architect and/or the engineer with the same electronic list of items needing correction when directed to do so by the City. Our comment lists should be self-explanatory, but our review team will remain available during working hours (and often off-hours) to provide any additional clarification/discussion needed of the applicable building code section, ordinances, or regulation. We will provide a similar list at each cycle of the review process, but typically most reviews are resolved in two cycles, with perhaps a quick third review of a remaining comment (or two). When a review remains extensive at a third (or longer) review cycle, SCA staff will reach out to the City of Vallejo’s staff to discuss the overall items of concern and look for direction on any alternative methods to keep the project review moving in a positive direction. With these difficult reviews, SCA is not opposed to online video conferences to share and discuss the code concerns with the City’s staff and the applicant – hopefully to assist in receiving a more complete resubmittal with the next review.

With each review cycle, SCA will provide a cover letter/transmittal that includes the following information (or a variation of this theme, as directed by the City of Vallejo staff):
• The address, permit number, description, use, and type of construction. • A list of all plan/documents received for review and the associated dates they were received.

SCA is proficient in many versions of electronic plan review applications, and other web-based tools. SCA staff expertise and proficiency in the latest electronic plan review is not an accident, but rather a source of pride. SCA can also review paper plans when submitted and could provide in-house staff review assistance. If the reviews can be completed over the counter, we will make every effort to complete them at that point. If we cannot do a review at the City of Vallejo’s offices, our plans examiner will conduct the plan review in the SCA office and provide a report as outlined above. If paper plans are submitted, we will provide couriers to pick-up and deliver the documents.

Once the final plan review is completed and ready for approval, SCA will electronically stamp the plans and the supporting documents and return them to the City, along with our letter of completion. It should be noted that our approval stamp can be modified to suit the desired information needed by the City of Vallejo.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
48 Approach to Completing Scope of Services
Plan Review Turnaround Times
Below is SCA’s standard Plan Review Turnaround timeframes; however, SCA can work with the City of Vallejo to come to any modified and agreed upon timeframes needed.

Type of Plan Number of Days
Initial Review Workdays Recheck workdays
Residential within 7-10 days within 5 days
Master Residential within 7-10 days within 5 days
Multi-Family 10-15 days * within 10 days*
Commercial 10-15 days * within 10 days*
Industrial 10-15 days * within 10 days*
* Some of the larger or more complex projects may require additional time because of size; SCA would reserve the right to negotiate review times for those projects under a longer schedule when mutually agreed upon with the City of Vallejo’s Building Official (prior to beginning the review process – such as a large redevelopment project that encompasses multiple blocks, or large-scale campus construction).

Expedited plan reviews, or third-party plan reviews will have a separated negotiated turnaround timeframe for each project. When expedited plan reviews are requested, we will perform the plan review as quickly as SCA staff schedules will allow. An expedited review is typically completed in half of the standard turnaround time and for 1.5 times the standard review fee. However, SCA has (at times) been able to review in shorter periods, and it will be possible that an expedited reviews can be completed with no additional charge in some instances (dependent on type and size of the review project).

Technology
With the implications of COVID, we have seen our paper plan reviews nearly disappear in favor of electronic plan reviews. Electronic plan reviews have been a strength for our team, having reviewed thousands of electronic projects. SCA can review all plans electronically and provide review letters in multiple formats. This has been a service provided to our clients prior to the COVID-19 pandemic. SCA is proficient in many various electronic plan review and web-based tools. We typically utilize the Bluebeam product for our reviews but can provide our review comments on any of the other comparable platforms and are able to embed the comments into the electronic plan sheets. We can also redline revisions and mark-up plans for minor items, to ensure approval of the plans instead of an additional review cycle being performed. SCA would look to the City of Vallejo to provide guidance on the preferred method of electronic comments to be received. SCA maintains equipment for our plan review staff (i.e., dual, and larger monitors, added graphic cards and memory) to allow for plans to be properly reviewed in an efficient manner.

In today’s development climate it is also important to note that a brief phone call, or a thirty-minute online meeting can save weeks of back-and-forth delays to obtain minimum code compliance and approvals. SCA will be available by phone and/ or video conferences to share and discuss the code concerns with the City’s staff and applicants when needed. We prefer (if allowed by the City policies) to expedite or clarify plan review items by contacting the applicant/designers and communicating directly, using the most advantageous media available, to resolve issues. We would look to the City of Vallejo’s staff and take your lead on how to effectively streamline communication, because at the end of the day our goal is to build a relationship as a cohesive team.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
49 Approach to Completing Scope of Services
Building Inspections
Inspections are all conducted by ICC certified inspectors. Our inspectors are qualified, certified, and licensed to conduct many different types of buildings. We also have CASp certified staff that can be available to the City on an as-needed basis. The scope of inspection services to be provided will be defined uniquely for each project or as determined mutually by SCA and the Chief Building Official. Inspector(s) provided to the City will report directly to the Chief Building Official or another person designated by the City for all project-related work.

We will inspect the buildings in accordance with the codes adopted and amended by the City of Vallejo. We believe in being service oriented and not the building police. We will work with the contractors and homeowners to bring a building into compliance with the applicable code whenever we can. It is our philosophy that inspections are educational opportunities to explain the purpose of the code and why certain things are required by the code. We will spend additional time explaining the purpose of a code requirement whenever necessary. We see ourselves as code educators as much as code administrators. We have also worked with several different Fire Departments to concurrently administer the codes adopted by our jurisdictions. We believe it is important to work alongside with fire departments on projects to present a cooperative level of code administration.

Our inspectors provide their cell phone numbers to the contractors and homeowners if a question arises in the field. It is important that the lines of communication are maintained open. We want to do whatever we can to ensure safe buildings while helping to get projects completed on time and under budget. We pride ourselves on being problem solvers and not problem makers. Our goal is to get to yes and comply with the intent of the code. We will conduct the required inspections for the project and an inspection report will be provided for each inspection outlining what inspection was conducted, the result and any conditions or corrections needed. SCA’s inspection reports will reference code sections that are applicable for each comment. Our correction lists should be self-explanatory, but as referenced with our plan review staff, our inspection team will remain equally available during working hours (and often off-hours) to provide any additional clarification/discussion needed of the applicable building code section, ordinances, or regulations.

We have recently been asked at various jurisdictions to input or email the correction notices electronically to remain remote from COVID concerns. However, prior to the pandemic it has been standard practice for our inspectors to input results into the jurisdiction’s inspection/ permitting software at the end of each inspection day and leaving a distribution copy at the jobsite for the contractor/applicant. SCA can certainly provide either or some hybrid version as needed for the City of Vallejo.

We will provide a similar list at each inspection cycle, but when inspections are slow or are consistently not ready for the inspection, SCA staff will reach out to the City’s staff to discuss the overall items of concern and look for direction on any alternative methods to keep construction on track. Again, our inspection staff is able to attend any necessary meetings to assist in having consistent inspection progress with each jobsite. This will require SCA staff to be available to patriciate in and attend inspection staff meetings and training events sponsored by the City (as needed and directed). When the final inspection is completed, we will notify the City that a certificate of occupancy can be issued for new buildings or addition/tenant improvements and will file the electronic report at the City of Vallejo, to close out the permit. SCA would look to the City to provide guidance on the preferred method of how this will be completed.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
50 Approach to Completing Scope of Services
Permitting Services
SCA has a large group of ICC Certified Permit Technicians and Administrative Staff available to assist with City of Vallejos’ Community Development Departments front counter needs to private and public sector clients. Our technicians typically are utilized to assist architect, engineers, contractor and the public through the process and procedures associated with accepting, processing, and tracking applications for construction permits. This requires our staff to be adept at various permit tracking software and have the ability to provide calculations for permit fees, which may include collecting payment for such applications.

When requested, SCA will provide an I.C.C. Certified Permit Technician or Plans Examiner to work at the City of Vallejo’s offices, under the supervision of City staff. Our permit technicians will assist with the processing of permit applications, initial screening of submitted documents, occasional review of simple projects, and entering and maintaining data into the permit tracking system. Likewise, when we provide in-house plan review staff, they will be available to assist with clarification of code concerns with preliminary projects, as well as provide small, over-the-counter plan reviews when needed. These are front-line positions that will be involved with interaction with the public, answering questions and directing inquiries to appropriate senior staff positions when necessary. Since these positions must work well with all front counter staff to be effective, SCA will provide resumes and allow for interview(s) by the City prior to our staff providing any of these services.

As is required of the Permit Technician, our staff members have a strong working knowledge of Planning procedures and requirements per the General Plan and Zoning Code information to be able to answer general questions about each, or direct applicants to appropriate Planning staff members at the City. Similarly, our in-house plan reviewers will be experienced with basic code provisions to be able to review all building systems. This being the front counter positions for the Community Development Department, our team will be able to answer phones and emails related to general permit information and determine whether or not applications are acceptable for processing or conditions of approval.

Due to the pandemic, the way the front counter (and its staff) operates have changed, recalculating how each jurisdiction is utilizing SCA’s Permit Technicians, Plans Examiners and Administrative Staff to their benefit. Although the working conditions have changed almost daily during the stages of “re-opening”, our staff retains the ability to adapt to the working requests of our clients. SCA provides our in-house staff with appropriate PPEs to complete the daily work requests, but again will look to the City to determine the methods in which these services will be completed. Our team currently has members continuing to work directly at the jurisdictions, interacting with applicants directly (although socially distant), as well as providing these services electronically – as electronic submittals have all but replaced paper in many construction submittals. We are committed to providing the services requested by the City, and with modifications deemed necessary due to the current unprecedented times.

Inspection and Permit Processing Schedule
Inspections will be completed within one business day from the time we receive the request, however CASp inspections may need longer lead times when requested. Our staff will work with your staff to ensure that all type of buildings will be inspected as requested by the City. When requested we will also provide Permit Technicians based on availability to work at the City offices.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 City of Vallejo
Shums Coda Associates
Plan Review, Permitting and Field Inspection Services
51 Fee Schedule
Building Plan Check Fees
Fees for comprehensive plan reviews, performed at SCA offices, will be equal to sixty- five percent (65%) of the plan review fees as calculated per the jurisdiction. The City will provide SCA with jurisdiction plan review fees (project-by-project) for use in calculating SCA’s fees. In return, invoicing will be done on a monthly basis with detailed description of each project.

The above fee covers all services associated with the typical plan review, including:
• Pick – up and delivery of design documents to the jurisdiction. • First, second and quick third reviews to approve projects.

Extensive plan reviews (longer third reviews or more) may be required to be charged on an hourly rate shown on the next page. Further, smaller projects that take one or more reviews may also be charged at an hourly rate when agreed upon with the Chief Building Official (i.e., the amount of time required to approve vastly exceeds the calculated fees). Pre-application, pre-construction, or additional meeting attendance that is necessary for unusual or complex projects may also be charged at the same hourly rate schedule.

If an expedited plan review is requested, the turn-around time can be as quick as a single day, but these types of review schedules are typically determined based on the complexity of the project and the availability of SCA staff to complete the review. Fees for expedited reviews will be negotiated directly with City’s Building Official prior to beginning the review and will be a fixed fee based on determined complexity of the project, availability of SCA staff and requested expedited turnaround schedule. Typically, expedited reviews are completed in half the standard turnaround time for 1.5 times the plan review fee collected.

If plan review staff is required to provide support in City’s offices, they will be charged hourly per the hourly rates.

Building Inspection Services and Fees
SCA will provide qualified ICC Certified building inspectors as needed to the City, within the next day, if requested by noon on the previous business day. Any inspector sent to the City will need to be interviewed and/or accepted by the Building Department staff prior to their commencement of inspections on behalf of the jurisdiction, as we want our staff to be appropriately qualified for and clear of City of Vallejo’s expectations. Our inspection staff will be expected to input each day’s inspection results within the City’s permit software at the end of daily inspections. SCA inspectors will be available to answer questions by phone or email from contractors and homeowners regarding correction items and are available to attend pre-construction meetings as needed.

The building inspection fees will be based on an hourly rate found on the next page, with final rates for each inspector being based on certifications and experience, that will assist in determining agreed upon rates per the table. We provide ranges on inspection services to reflect options related to number of certificates and level of experience provided to the City.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 ATTACHMENT 1 OF EXHIBIT B City of Vallejo
Shums Coda Associates
Plan Review, Permitting and Field Inspection Services
52 Fee Schedule
Hourly Rates
Inspection invoices will be submitted to the jurisdiction on a monthly basis (with the building plan review fees for the same previous month) and be based on hourly rates described below.

Fees for inspection services, Plans Examiners (outside of percentage-based fees), and Permit Technicians shall be billed at the following hourly rates:

Job Title Hourly Rate
In-House Plan Review $135
In-House Code Training $150
Principal $150
Senior Plan Review Engineer/Architect (comm., industrial & multi-fam.) $125 Plan Review Engineer/Architect (small comm./residential) $115 Senior Fire Protection Engineer/Fire Inspector (FPE) $205 - $290 Fire Protection Engineer/Fire Inspector (FPE) $190 - $205 Permit Technician $65 - $80
Clerical Support $55 - $65
CASp Specialist – Plan Review $300
CASp Specialist – Inspection $350
CASp Specialist - Report TBD
Acting Supervisor of Inspectors (I.O.R.)** $125-$140
Senior Inspector** $110 - $125
Inspector II** $100 - $110
Inspector I** $90 - $100
Inspector in Training $60-$90
Overtime will not be charged for any plan review services, but SCA does reserve the right to negotiation additional fees for major re-designs or consistently incomplete responses to initial plan review comments (as agreed upon mutually with the jurisdiction). Inspection overtime services will be charged as stated above (see qualifying statement below.) ** Hours for inspections in excess of 8 hours (per day) will be billed as overtime at the rate shown above.

When inspection overtime is requested, on days when inspector has not already performed inspections on the site (i.e., weekends, holidays, etc.), inspection overtime services will be provided in 4-hour minimum segments.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 City of Vallejo
Shums Coda Associates
Plan Review, Permitting and Field Inspection Services
53 References
SCA takes great pride in the fact that our services are customizable and able to be adjusted to meet our client’s needs. To prove the reliability of our services, we provide the following list of client references to speak to the quality of our commitment to meeting project expectations. Feel free to call as many as needed for confirmation.

Nena Bizjak
Chief Building Official
City of Mountain View
500 Castro Street
Mountain View, CA 94041
(650) 903 – 6313
[email protected]
Providing inspections, plan review, building
official, and permit technician services since
2006.

Shawn Huff
Chief Building Official
City of Ventura
501 Poli Street
Ventura, CA 93001
(805) 677 - 3963
[email protected]
Providing inspections, plan review, and
permit technician services since 2021.

Bill Tott
Chief Building Official
City of Milpitas
455 East Calaveras Boulevard
Milpitas, CA 95035
(408) 586 – 3263
[email protected]
Providing plan review services since 2006.

Gary West
Chief Building Official
City of Fremont
39550 Liberty Street
Fremont, CA 94538
(510) 494 – 4460
[email protected]
Providing inspections, plan review and
building official services since 2015.

Chuck Andrew
Assistant Community Development Director
City of Menlo Park
701 Laurel Street, 1st Floor
Menlo Park, CA 94025
(650) 330 – 6757
[email protected]
Providing inspections, plan review, and permit
technician services since 2009.

Melinda Denis
Planning and Permit Center Manager
City of Pleasanton
123 Main Street
Pleasanton, CA 94566
(925) 931 – 5631
[email protected]
Providing inspections, plan review, and
permit technician services since 2017.

Joseph Cuffe
Chief Building Official
City of Rancho Cordova
2729 Prospect Park Drive
Rancho Cordova, CA 95670
(916) 851 – 8866
[email protected]
Providing inspections, plan review, and permit
technician services since 2017.

Tim Wegner
Deputy Director of Building Services
County of Placer
249 Nevada Street
Auburn, CA 9560
(503) 745 – 3125
[email protected]
Providing inspections and plan review
services since 2013.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 Shums Coda Associates
City of Vallejo
Plan Review, Permitting and Field Inspection Services
54 Consultant and Professional Services Agreement/ Insurance Consultant and Professional Services Agreement
SCA accepts the City of Vallejo’s standard Consultant and Professional Services Agreement as is, without modifications.

Insurance
SCA can and is willing to obtain the minimum scope and limits of insurance contained in the RFP.

Below is an example of insurance coverage we obtain for each jurisdiction. Our insurance can be modified as required by the City.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

Shums Coda & Associates Inc. Professional Services Agreement Page 1 of 2 Exhibit B - Compensation

EXHIBIT B

COMPENSATION

1. Consultant’s Compensation.

A. Services: City agrees to pay Consultant, at the rate(s) specified below, for those services set forth in Exhibit A of this Agreement for a total not to exceed One Hundred Thousand Dollars and Zero Cents ($100,000.00).

2. Appropriate Billable Hourly Rates for Services and Additional Services.

Consultant’s billable hourly rates shall be as listed in Attachment 1 of Exhibit B, attached hereto and incorporated herein by this reference.

3. Consultant’s Reimbursable Expenses. Reimbursable Expenses shall be limited to actual reasonable expenditures of Consultant for expenses that are necessary for the proper completion of the Services and shall only be payable if specifically authorized in advance by City.

4. Payments to Consultant.

A. Payments to Consultant shall be made within a reasonable time after receipt of Consultant’s invoice, said payments to be made in proportion to services performed.

B. Request for payment shall be sent to:

Anthony Cook
Administrative Analyst II
Planning and Development Services
555 Santa Clara Street
Vallejo, CA 94590

5. Accounting Records of Consultant. Consultant shall maintain for three (3) years after completion of all services hereunder, all records under this Agreement. Consultant shall keep such records available for audit, inspection and copying by representatives of the City’s Finance Department or other government agencies during regular business hours upon twenty four (24) hours’ notice.

The obligations of Consultant under this section shall survive this Agreement.

6. Taxes. Consultant shall pay, when and as due, any and all taxes incurred as a result of Consultant’s compensation hereunder, including estimated taxes, DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

Shums Coda & Associates Inc. Professional Services Agreement Page 2 of 2 Exhibit B - Compensation
and shall provide City with proof of such payments upon request.

7. Taxpayer Identification Number. Consultant shall provide City with Consultant’s complete Request for Taxpayer Identification Number and Certification, Form W-9, as issued by the Internal Revenue Service, and any other State or local tax identification number requested by City.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

Shums Coda & Associates Inc. Professional Services Agreement Page 1 of 3 Exhibit C – Insurance Requirements

EXHIBIT C

INSURANCE REQUIREMENTS
Consultant shall procure and maintain for the duration of this Agreement, including any extensions thereto, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of services hereunder by the Consultant, their agents, representatives, or employees or subcontractors.

1. Minimum Scope of Insurance. Coverage shall be at least as broad as:

A. Insurance Services Office form number GL 0002 covering Comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability; or Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).

B. Insurance Services Office form number CA 0001 covering Automobile Liability, code 1 any auto and endorsement CA 0025.

C. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance.

D. Professional Liability insurance appropriate to the Consultant’s profession (Errors and Omission).

2. Minimum Limits of Insurance. Consultant shall maintain limits no less than:

A. General Liability: $2,000,000 per occurrence for bodily injury, personal injury, and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

B. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.

C. Workers’ Compensation and Employer's Liability: $1,000,000 per accident for bodily injury or disease. If Consultant is not subject to California Workers’ Compensation requirements, Consultant shall file a completed certificate of exemption form which may be obtained from the City prior to commencing any activity authorized hereunder.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

Shums Coda & Associates Inc. Professional Services Agreement Page 2 of 3 Exhibit C – Insurance Requirements
D. Professional Liability (Errors and Omission): $1,000,000 combined single limit per occurrence, and annual aggregate.

3. Deductible and Self-Insured Retention. Any deductibles or self-insured retention must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the City of Vallejo, its officers, officials, employees and volunteers; or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses.

4. Other Insurance Provisions. The general liability and automobile liability policies, as can be provided, are to contain, or be endorsed to contain, the following provisions:

A. The City of Vallejo, its officers, officials, employees, agents and volunteers are to be covered as additional insureds as respects; liability, including defense costs, arising out of activities performed by or on behalf of the Consultant; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased hired or borrowed by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to the City of Vallejo, its officers, officials, employees, agents or volunteers. The insurance is to be issued by companies licensed to do business in the State of California.

B. For any claims related to this project, the Consultant's insurance coverage shall be primary insurance as respects the City of Vallejo, its officers, officials, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City of Vallejo, its officers, officials, employees, agents, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it.

C. Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees, agents, or volunteers.

D. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

E. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City.

F. The workers’ compensation and employer’s liability policy required hereunder shall be endorsed to state that the workers' compensation carrier DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

Shums Coda & Associates Inc. Professional Services Agreement Page 3 of 3 Exhibit C – Insurance Requirements
waives its right of subrogation against City, its officers, officials, employees, agents and volunteers, which might arise by reason of payment under such policy in connection with Consultant’s performance under this Agreement.

5. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII.

6. Verification of Coverage. Consultant shall furnish the City with certificates of insurance and original endorsements effecting general and automobile liability insurance coverage required by this clause. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before work commences.

7. 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.

8. Payment Withhold. City will withhold payments to Consultant if the certificates of insurance and endorsements required in Paragraph F, above, are canceled or Consultant otherwise ceases to be insured as required herein.

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED?

INSR ADDL SUBR

LTR INSD WVD
PRODUCER CONTACT NAME: PHONE FAX
(A/C, No, Ext): (A/C, No): E-MAIL ADDRESS:

INSURER A :

INSURED INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

POLICY NUMBER POLICY EFF POLICY EXP TYPE OF INSURANCE (MM/DD/YYYY) (MM/DD/YYYY) LIMITS

AUTOMOBILE LIABILITY

UMBRELLA LIAB

EXCESS LIAB WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $ DAMAGE TO RENTED CLAIMS-MADE OCCUR PREMISES (Ea occurrence) $ MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ PRO- POLICY JECT LOC PRODUCTS - COMP/OP AGG OTHER: $ COMBINED SINGLE LIMIT
(Ea accident) $ ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ HIRED NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY (Per accident) $
$ OCCUR EACH OCCURRENCE CLAIMS-MADE AGGREGATE $ DED RETENTION $ PER OTH- STATUTE ER E.L. EACH ACCIDENT E.L. DISEASE - EA EMPLOYEE $
If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT INSURER(S) AFFORDING COVERAGE NAIC #

COMMERCIAL GENERAL LIABILITY
Y / N
N / A
(Mandatory in NH)

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

CERTIFICATE HOLDER CANCELLATION
ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
$
$
$
$
$
The ACORD name and logo are registered marks of ACORD
3/6/2023
(408) 792-5407 (408) 792-3670
11000
Shums Coda Associates, Inc.
5776 Stoneridge Mall Road, Suite 150
Pleasanton, CA 94588
22357
10346
16543
A 2,000,000
X 57SBABZ4608 3/8/2023 3/8/2024 1,000,000
10,000
2,000,000
4,000,000
4,000,000
B 1,000,000
57UECFN0207 12/20/2022 12/20/2023
A 1,000,000
57SBABZ4608 3/8/2023 3/8/2024 1,000,000
10,000
C
EIG496370001 3/23/2023 3/23/2024 1,000,000
1,000,000
1,000,000
D E&O/Professional Lia BFLPMLTCA011300_020333_02 3/8/2023 Limit 3,000,000 Re: Per Written Contract or Agreement with the Named Insured.

City of Vallejo is included as Additional Insured as respects General Liability, per written contract, per form SS 00 08 04 05 attached.

Form CIR Attached.

City of Vallejo
555 Santa Clara Street
Vallejo, CA 94590
SHUMCOD-01 BENNETTVIERHUS
NFP Property & Casualty Services, Inc.
160 West Santa Clara Street
Suite 575
San Jose, CA 95113
Liu Peng
[email protected]
Sentinel Insurance Company Ltd
Hartford Accident and Indemnity Co
Employers Preferred Insurance Company
Texas Insurance Company
X
3/8/2024
X
X
X
X
X
X
X
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18 FORM NUMBER:

EFFECTIVE DATE:

The ACORD name and logo are registered marks of ACORD

ADDITIONAL REMARKS

ADDITIONAL REMARKS SCHEDULE
FORM TITLE:

Page of

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, ACORD 101 (2008/01)
AGENCY CUSTOMER ID:

LOC #:

AGENCY NAMED INSURED

POLICY NUMBER

CARRIER NAIC CODE
© 2008 ACORD CORPORATION. All rights reserved.

NFP Property & Casualty Services, Inc.

SHUMCOD-01
SEE PAGE 1
1 SEE PAGE 1
ACORD 25 Certificate of Liability Insurance
1 SEE P 1
Shums Coda Associates, Inc.
5776 Stoneridge Mall Road, Suite 150 Pleasanton, CA 94588 SEE PAGE 1

BENNETTVIERHUS
1 CONTRACTUAL INSURANCE REQUIREMENTS
The attached Certificate of Insurance is provided as part of our service to our client, the Insured. If special endorsements have been provided, they also are indicated attached. You may find that these documents do not comply with all the terms and conditions of the underlying contract between the Certificate Holder and the Insured due to the insurance company’s insuring conditions, limitations, exclusions and other terms.

If you have any questions, please contact the undersigned.

NFP Property and Casualty Services, Inc.
160 West Santa Clara Street, Suite #575
CA License #0F15715
TELEPHONE: 408.792.5400
FAX: 408.792.3670
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

BUSINESS LIABILITY COVERAGE FORM

2. Applicable To Medical Expenses Coverage e. A trust, you are an insured. Your trustees W are also insureds, but only with respect to e will not pay expenses for "bodily injury":
their duties as trustees. a. Any Insured

2. Each of the following is also an insured: To any insured, except "volunteer workers". a. Employees And Volunteer Workers b. Hired Person Your "volunteer workers" only while To a person hired to do work for or on behalf performing duties related to the conduct of of any insured or a tenant of any insured. your business, or your "employees", other c. Injury On Normally Occupied Premises than either your "executive officers" (if you To a person injured on that part of are an organization other than a premises you own or rent that the person partnership, joint venture or limited liability normally occupies. company) or your managers (if you are a d. Workers' Compensation And Similar limited liability company), but only for acts Laws within the scope of their employment by
you or while performing duties related to To a person, whether or not an the conduct of your business. "employee" of any insured, if benefits for However, none of these "employees" or the "bodily injury" are payable or must be prov "volunteer workers" are insureds for: ided under a workers' compensation or disability benefits law or a similar law. (1) "Bodily injury" or "personal and e. A advertising injury": thletics Activities
To a person (a) To you, to your partners or injured while practicing, members (if you are a partnership instructing or participating in any physical exercises or games, sports or athletic or joint venture), to your members contes (if you are a limited liability ts. company), or to a co-"employee" f. Products-Completed Operations Hazard while in the course of his or her
Included with the "products-completed employment or performing duties operations hazard". related to the conduct of your
g. Business Liability Exclusions business, or to your other "volunteer workers" while Excluded under Business Liability Coverage. performing duties related to the C. WHO IS AN INSURED conduct of your business;

1. If you are designated in the Declarations as: (b) To the spouse, child, parent, a. An brother or sister of that co- individual, you and your spouse are "employee" or that "volunteer insureds, but only with respect to the conduct worker" as a consequence of of a business of which you are the sole owner. Paragraph (1)(a) above;
b (c) For which there is any obligation . A partnership or joint venture, you are an to share damages with or repay insured. Your members, your partners, and someone else who must pay their spouses are also insureds, but only with damages because of the injury respect to the conduct of your business. described in Paragraphs (1)(a) or
c. A limited liability company, you are an
(b) above; or insured. Your members are also insureds,
bu (d) Arising out of his or her providing t only with respect to the conduct of your business. You or failing to provide professional r managers are insureds, but on health care services.ly with respect to their duties as your managers. If you are not in the business of
d. An organization other than a partnership, providing professional health care joint venture or limited liability company, you services, Paragraph (d) does not apply a to any nurse, emergency medical re an insured. Your "executive officers" and directors are insureds, but only with respect
technician or paramedic employed by
you to provide such services. to their duties as your officers or directors.

Your stockholders are also insureds, but only (2) "Property damage" to property:
with respect to their liability as stockholders. (a) Owned, occupied or used by,

Page 10 of 24 ends

DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

BUSINESS LIABILITY COVERAGE FORM
(b) Rented to, in the care, custody or b. Coverage under this provision does not control of, or over which physical apply to:
control is being exercised for any (1) "Bodily injury" or "property damage" purpose by you, any of your that occurred; or
"employees", "volunteer workers", (2) "Personal and advertising injury" any partner or member (if you are arising out of an offense committed a partnership or joint venture), or any member (if you are a limited before you acquired or formed the liability company). organization.
b. Real Estate Manager 4. Operator Of Mobile Equipment
Any person (other than your "employee" or With respect to "mobile equipment" registered in "volunteer worker"), or any organization your name under any motor vehicle registration while acting as your real estate manager. law, any person is an insured while driving such equipment along a public highway with your c. Temporary Custodians Of Your permission. Any other person or organization Property
responsible for the conduct of such person is
Any person or organization having proper also an insured, but only with respect to liability temporary custody of your property if you arising out of the operation of the equipment, and die, but only: only if no other insurance of any kind is available (1) With respect to liability arising out of the to that person or organization for this liability. maintenance or use of that property; and However, no person or organization is an insured with respect to: (2) Until your legal representative has been appointed. a. "Bodily injury" to a co-"employee" of the d person driving the equipment; or. Legal Representative If You Die Your b. "Property damage" to property owned by, legal representative if you die, but rented to, in the charge of or occupied by only with respect to duties as such. That you or the employer of any person who is representative will have all your rights and an insured under this provision. duties under this insurance.

5. Operator of Nonowned Watercraft e. Unnamed Subsidiary Any With respect to watercraft you do not own that subsidiary and subsidiary thereof, of is less than 51 feet long and is not being used yours which is a legally incorporated entity to carry persons for a charge, any person is an of which you own a financial interest of m insured while operating such watercraft with ore than 50% of the voting stock on the your permission. Any other person or effective date of this Coverage Part. organization responsible for the conduct of The insurance afforded herein for any such person is also an insured, but only with subsidiary not shown in the Declarations respect to liability arising out of the operation as a named insured does not apply to of the watercraft, and only if no other injury or damage with respect to which an insurance of any kind is available to that insured under this insurance is also an person or organization for this liability. insured under another policy or would be However, no person or organization is an an insured under such policy but for its insured with respect to: termination or upon the exhaustion of its limits of insurance. a. "Bodily injury" to a co-"employee" of the person operating the watercraft; or 3. Newly Acquired Or Formed Organization Any b. "Property damage" to property owned by, organization you newly acquire or form, rented to, in the charge of or occupied by other than a partnership, joint venture or you or the employer of any person who is limited liability company, and over which you m an insured under this provision. aintain financial interest of more than 50% of the voting stock, will qualify as a Named 6. Additional Insureds When Required By Insured if there is no other similar insurance Written Contract, Written Agreement Or available to that organization. However: Permit
a. Coverage under this provision is afforded The person(s) or organization(s) identified in only until the 180th day after you acquire Paragraphs a. through f. below are additional or form the organization or the end of the insureds when you have agreed, in a written policy period, whichever is earlier; and
Form SS 00 08 04 05 Page 11 of 24
DocuSign Envelope ID: D6882AA1-562E-405A-AFCA-30556D81AD18

BUSINESS LIABILITY COVERAGE FORM
contract, written agreement or because of a (e) Any failure to make such permit issued by a state or political inspections, adjustments, tests or subdivision, that such person or organization servicing as the vendor has be added as an additional insured on your agreed to make or normally policy, provided the injury or damage occurs undertakes to make in the usual subsequent to the execution of the contract or course of business, in connection agreement, or the issuance of the permit. with the distribution or sale of the products; A person or organization is an additional
(f) Demonstration, installation, insured under this provision only for that servicing or repair operations, period of time required by the contract, except such operations performed agreement or permit. at the vendor's premises in However, no such person or organization is an connection with the sale of the additional insured under this provision if such product; person or organization is included as an
(g) Products which, after distribution additional insured by an endorsement issued or sale by you, have been labeled by us and made a part of this Coverage Part, or relabeled or used as a including all persons or organizations added container, part or ingredient of any as additional insureds under the specific other thing or substance by or for additional insured coverage grants in Section the vendor; or F. – Optional Additional Insured Coverages. (h) "Bodily injury" or "property a. Vendors
damage" arising out of the sole Any person(s) or organization(s) (referred to negligence of the vendor for its below as vendor), but only with respect to own acts or omissions or those of "bodily injury" or "property damage" arising its employees or anyone else
out of "your products" which are distributed
acting on its behalf. However, this
or sold in the regular course of the vendor's exclusion does not apply to: business and only if this Coverage Part (i) The exceptions contained in provides coverage for "bodily injury" or Subparagraphs (d) or (f); or "property damage" included within the "products-completed operations hazard". (ii) Such inspections, adjustments, tests or servicing as the vendor
(1) The insurance afforded to the vendor
has agreed to make or normally is subject to the following additional undertakes to make in the usual exclusions:
course of business, in
This insurance does not apply to: connection with the distribution (a) "Bodily injury" or "property or sale of the products. damage" for which the vendor is (2) This insurance does not apply to any obligated to pay damages by insured person or organization from reason of the assumption of whom you have acquired such products, liability in a contract or agreement. or any ingredient, part or container, This exclusion does not apply to entering into, accompanying or liability for damages that the containing such products. vendor would have in the absence
b. Lessors Of Equipment of the contract or agreement;
(b) Any express warranty (1) Any person or organization from whom you lease equipment; but only unauthorized by you; with respect to their liability for "bodily (c) Any physical or chemical change injury", "property damage" or in the product made intentionally "personal and advertising injury" by the vendor; caused, in whole or in part, by your (d) Repackaging, except when maintenance, operation or use of unpacked solely for the purpose of equipment leased to you by such inspection, demonstration, testing, person or organization. or the substitution of parts under
instructions from the manufacturer, and then repackaged in the original container;

Page 12 of 24 ends
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