cc 2024 AR 10/22 as-needed building plan services — Vista City Council, October 22, 2024 (part 1 of 2)

ACTION:
____________________________
Clerk/Secretary
Department: Community Development Item No: C3
Prepared by:

Nabil Chehade, Building Official
Sally Rowley, Management Assistant Meeting Date: October 22, 2024 Approved by:

Joseph Vacca, Director of Community
Development
John Conley, City Manager Agenda Location: Consent Calendar SUBJECT: AS-NEEDED BUILDING PLAN CHECK SERVICES
RECOMMENDATION:

1. Adopt City Council Resolution No. 2024- , approving a contract with CSG Consultants, Inc. for as- needed building plan check services.

2.Adopt City Council Resolution No. 2024- , approving a contract with Scott Fazekas and Associates, Inc. for as-needed building plan check services.

3.Adopt City Council Resolution No. 2024- , approving a contract with True North Compliance Services, Inc. for as-needed building plan check services.

CORRELATION TO CITY COUNCIL GOALS: Routine operational item not corresponding to a specific City Council goal.

PRIOR ACTION: On May 8, 2018, adopted City Council Resolution No. 2018-63, establishing and revising various fees and charges for Planning, Engineering, Building, and Fire Services (Vote: 5-0).

STATEMENT ON THE SUBJECT: City staff utilizes private consultants to provide plan check services for the Building Division in support of staff. Currently, there are two Plan Checkers within the Building Division who are solely responsible for building plan check, with support from the Building Official.

During periods of high activity, staff sends building plans out for plan check since significant delays would result without consultant support. This service is only utilized if needed to manage the workload and make sure the projects are reviewed in a timely manner. Outside plan check services were included in the latest (2018) fee study prepared for Community Development and are accounted for in the fees charged for building plan check. Considering the current level of development activity in the region and the type and size of the projects being proposed, staff anticipates the need for additional on-call building plan check services over the next five fiscal years.

On August 5, 2024, the City issued a Request for Proposals (RFP) for as-needed building plan check services on the City’s procurement website and online procurement portal, OpenGov. The City received 13 responsive proposals on September 3, 2024, from the following firms:

AGENDA
REPORT

CITY COUNCIL

COMMUNITY DEVELOPMENT COMMISSION

SUCCESSOR AGENCY

BUENA SANITATION DISTRICT

JOINT POWERS FINANCING AUTHORITY
Approved above recommendation, adopted the following: 1) City Council Resolution No. 2024-163.

Vote: 5-0; 2) City Council Resolution No. 2024-164. Vote: 5-0; 3) City Council Resolution No. 2024-165. Vote: 5-0.

MEETING DATE: October 22, 2024 PAGE 2
SUBJECT: AS-NEEDED BUILDING PLAN CHECK SERVICES
Company Name Location
4LEAF, Inc. Pleasanton, CA
BPR Consulting Group El Dorado Hills, CA
Builders Protection Group Lomita, CA
CSG Consultants, Inc. Foster City, CA
Interwest Consulting Group, Inc. Irvine, CA
JAS PACIFIC Upland, CA
NV5, Inc. San Diego, CA
Scott Fazekas and Associates, Inc. Irvine, CA
The Code Group, Inc. (VCA Code) Orange, CA
Transtech Engineers, Inc. Chino, CA
Troy Vaughn Oceanside, CA
True North Compliance Services, Inc. San Diego, CA
West Coast Code Consultants, Inc. Oceanside, CA
Staff reviewed and ranked the proposals based upon pre-determined criteria including overall experience and technical competence of the firm, experience with projects of similar nature, understanding of building plan check services, and overall proposal. Based on evaluation of the proposals, City staff recommends the selection of CSG Consultants, Inc., Scott Fazekas and Associates, Inc., and True North Compliance Services, Inc. to provide as-needed building plan check services.

FISCAL IMPACT: Each contract will have a ceiling of $350,000 over a two-year term with the option to extend the contracts up to 3 additional years. Funding for these contracts will be budgeted annually and covered on an as-needed basis from the Development Services Professional/Consulting Services account (No. 0010330.521000).

EXHIBITS:

1.City Council Resolution No. 2024- , approving a contract with CSG Consultants, Inc. for as-needed building plan check services

2.City Council Resolution No. 2024- , approving a contract with Scott Fazekas and Associates, Inc. for as-needed building plan check services

3.City Council Resolution No. 2024- , approving a contract with True North Compliance Services, Inc. for as-needed building plan check services

4.Contract with CSG Consultants, Inc.

5.Contract with Scott Fazekas and Associates, Inc.

6.Contract with True North Compliance Services, Inc.
10/22/2024 C3 2 of 284

00029213 7
RESOLUTION NO. 2024-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, APPROVING A CONTRACT WITH CSG
CONSULTANTS, INC. FOR AS-NEEDED BUILDING PLAN CHECK SERVICES The City Council of the City of Vista does resolve as follows:

1. Findings. The City Council hereby finds and declares the following:

A. The City desires to enter into a contract for as-needed building plan check services.

B. Pursuant to Section 3.08.060 of the Vista Municipal Code, a request for proposals (RFP) was issued August 5, 2024, seeking professional services proposals.

C. Thirteen proposals were submitted in response to the RFP and were evaluated based upon the proposal evaluation criteria.

D. Staff recommends the selection of CSG Consultants, Inc. as one of the three consultants to provide as-needed building plan check services pursuant to the contract on file with the City Clerk (“Contract”).

2. Action.

A. The contract between the City of Vista and CSG Consultants, Inc. for as-needed building plan check services is approved, and the Mayor is authorized to execute the contract.

3. Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on October 22, 2024, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
10/22/2024 C3 3 of 284
EXHIBIT 1

00029213 7
RESOLUTION NO. 2024-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, APPROVING A CONTRACT WITH SCOTT FAZEKAS AND ASSOCIATES, INC. FOR AS-NEEDED BUILDING PLAN CHECK

SERVICES
The City Council of the City of Vista does resolve as follows:

1. Findings. The City Council hereby finds and declares the following:

A. The City desires to enter into a contract for as-needed building plan check services.

B. Pursuant to Section 3.08.060 of the Vista Municipal Code, a request for proposals (RFP) was issued August 5, 2024, seeking professional services proposals.

C. Thirteen proposals were submitted in response to the RFP and were evaluated based upon the proposal evaluation criteria.

D. Staff recommends the selection of Scott Fazekas and Associates, Inc. as one of the three consultants to provide as-needed building plan check services pursuant to the contract on file with the City Clerk (“Contract”).

2. Action.

A. The contract between the City of Vista and Scott Fazekas and Associates, Inc. for as-needed building plan check services is approved, and the Mayor is authorized to execute the contract.

3. Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on October 22, 2024, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20241010152417
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
10/22/2024 C3 4 of 284
EXHIBIT 2

00029213 7
RESOLUTION NO. 2024-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, APPROVING A CONTRACT WITH TRUE NORTH COMPLIANCE SERVICES, INC. FOR AS-NEEDED BUILDING PLAN CHECK

SERVICES
The City Council of the City of Vista does resolve as follows:

1. Findings. The City Council hereby finds and declares the following:

A. The City desires to enter into a contract for as-needed building plan check services.

B. Pursuant to Section 3.08.060 of the Vista Municipal Code, a request for proposals (RFP) was issued August 5, 2024, seeking professional services proposals.

C. Thirteen proposals were submitted in response to the RFP and were evaluated based upon the proposal evaluation criteria.

D. Staff recommends the selection of True North Compliance Services, Inc. as one of the three consultants to provide as-needed building plan check services pursuant to the contract on file with the City Clerk (“Contract”).

2. Action.

A. The contract between the City of Vista and True North Compliance Services, Inc. for as-needed building plan check services is approved, and the Mayor is authorized to execute the contract.

3. Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on October 22, 2024, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20241010152551
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
10/22/2024 C3 5 of 284
EXHIBIT 3

Professional Services (Non-Construction) (RFP)(NPW)
1 of 9
CSG CONSULTANTS, INC.
[51960-2] 00051960 44861-7361-6360, v. 2

CONTRACT FOR PROFESSIONAL SERVICES

AS-NEEDED BUILDING PLAN CHECK SERVICES
THIS “CONTRACT” is entered into by and between the “Parties” as of ___________________ (“Contract Date”).

1.0 THE “PARTIES”
The “City”:

CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084
Working Contact: Nabil Chehade
Billing Contact: Nabil Chehade
The “Contractor”
CSG CONSULTANTS, INC., a California
corporation
550 Pilgrim Drive
Foster City, CA 94404
Contact: Khoa Duong

2.0 BASIC TERMS

2.1 The “Services” to be performed by Contractor are set forth in the Request for Proposals attached as Exhibit A.

2.2 The “Required License” for the Services is: International Code Council Certification for Plan Review.

2.3 Contractor, an entity holding the Required License, desires to enter into this “Contract” with City for the Services.

2.4 The “Project” for which the Services are required is described in Exhibit A.

2.5 Contractor has submitted to City a Proposal to perform the Services dated September 20, 2024 (“Exhibit B”).

2.6 The “Contract Ceiling Price” is: $350,000.00.

2.7 Any references in Exhibit A or Exhibit B to “Consultant” shall mean Contractor for the purposes of this Contract.

3.0 CONTRACT TERM

3.1 This Contract shall take effect as of the Contract Date.

3.2 This Contract shall be in effect for 24 calendar months (“Term”) from the Contract Date. The Term may be extended at the City’s option for an additional 36 months, in increments of City’s choice, for a maximum Term of 60 months from the Contract Date.

3.3 City may terminate this Contract upon 30-days’ written notice to Contractor. In such event, or upon request of City, Contractor shall assemble all City documents in the Contractor's possession, put them in order for proper filing and closing, and deliver the documents to City. In the event of termination, Contractor shall be paid for work performed to Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 6 of 284
EXHIBIT 4

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the termination date. City shall make the final determination as to the portion of tasks completed and the compensation to be paid.

4.0 SCOPE
Contractor shall perform all Services including, but not limited to, the furnishing of all tools, equipment, materials, software, and supplies, and for furnishing all transportation, services, including fuel, power and water, essential communications, and the performance of all labor, work, or other operations, as may be required from time to time, in accordance with Exhibit A and Exhibit B. In the event of a conflict between the provisions of Exhibit A and Exhibit B, the provisions of Exhibit A shall control.

5.0 COMPENSATION

5.1 City shall pay Contractor for the Services to be performed as set forth in Exhibit B. For contract option years, City may approve upon Contractor’s request of an increase in the pricing in Exhibit B in the amount of the increase in the Consumer Price Index, San Diego Area, for all Urban Customers (CIP-U) as published by the Bureau of Labor Statistics during the preceding year, or 3.0% whichever is less.

5.2 An invoice for payment shall be submitted in a form satisfactory to City. At a minimum, the invoice shall include: the purchase order number, the work order number, a description of the work performed, and a total amount.

5.3 Changes in, additions to, or deductions from the Services, including increases or decreases in any item or portion of the Services, shall be set forth in a written change order executed by City and by the Contractor which shall specify:

5.3.1 The changes, additions, and deductions to be made.

5.3.2 The increase or decrease in compensation due the Contractor, if any.

5.3.3 Adjustment in the time of completion, if any.

5.4 Contract Ceiling Price

5.4.1 In no event shall City be liable for paying more than the Contract Ceiling Price for Contractor's services rendered under this contract.

5.4.2 If it becomes foreseeable that Contractor will need to perform services such that the cumulative total of costs to City will exceed the maximum permitted by this Contract, any such cost overrun will be handled pursuant to the change order procedure in Vista Municipal Code Chapter 3.08. City and Contractor recognize that City lacks authority to exceed the cost ceiling without the express authorization of the City Council. If the maximum cost to City for this Contract is exceeded unexpectedly, payment shall be made as mutually agreeable and disputes shall be handled pursuant to this Contract, but work shall cease as soon as is reasonably feasible once the cost ceiling plus allowable change orders, if any, is exceeded.

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5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract.

6.0 CONTRACT DOCUMENTS
The Contract comprises the following documents including all additions, deletions, modifications, and appendices and all addenda setting forth any modifications or interpretations of any these documents: Documents required under Exhibits A–E.

7.0 TIME FOR COMPLETION AND COMMENCEMENT OF SERVICES
All Services under the Contract must be completed in compliance with the schedule in Exhibit A.

8.0 STANDARD OF PERFORMANCE

8.1 Contractor represents and warrants that it has the training, qualifications, experience, and facilities necessary to properly perform the Services required under this Contract in a thorough, competent, and professional manner. At all times Contractor shall faithfully, competently and to the best of its ability, experience, and talent, perform all services described herein. In meeting its obligations under this Contract, Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to those required of Contractor under this Contract.

8.2 Contractor shall keep itself informed of and comply with all applicable federal, state, and local laws, statutes, codes, ordinances, regulations, and rules in effect during the Term of this Contract. Contractor shall obtain any and all licenses, permits and authorizations necessary to perform the services set forth in this Contract, including any business licenses required by City. Neither City, nor any elected or appointed boards, officers, officials, employees, or agents of City, shall be liable, at law or in equity, as a result of any failure of Contractor to comply with this Section.

9.0 CONTRACTOR’S STATUS; CONTRACTOR’S EMPLOYEES

9.1 Contractor shall perform the services provided for herein in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling. Contractor is not to be considered an employee of City, nor shall any employees of Contractor be considered employees of City, for any purpose. Contractor shall be under the direction and control of City staff only as to the results to be accomplished. This Contract is not intended to create the relationship of partnership, joint venture, or association between City and Contractor.

9.2 Contractor represents and warrants that all professional services required under this Contract shall be provided by a person or persons duly licensed by the State of California to provide those types of services.

9.3 Neither Contractor, nor any of Contractor's officers, employees, or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Contractor expressly waives any claim Contractor may have to any such rights.

9.4 Contractor is aware of the requirements of the Immigration Reform and Control Act of 1986 and shall comply with those requirements, including, but not limited to, verifying the Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 8 of 284

Professional Services (Non-Construction) (RFP)(NPW) 4 of 9 CSG CONSULTANTS, INC. [51960-2] 00051960 44861-7361-6360, v. 2
eligibility for employment of all of Contractor’s officers, employees, agents, and subcontractors that are included in this Contract.

9.5 The payment made to Contractor pursuant to this Contract shall be the full and complete compensation to which Contractor and Contractor’s officers, employees, agents, and subcontractors are entitled for performance of any work under this contract. Neither Contractor nor Contractor’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. City will not make any federal or state tax withholdings on behalf of Contractor. City shall not be required to pay any workers' compensation insurance on behalf of Contractor.

9.6 Contractor agrees to defend and indemnify City for any obligation, claim, suit, or demand for tax, retirement contribution including any contribution to the Public Employees Retirement System (PERS), social security, salary or wages, overtime payment, or workers' compensation payment which City may be required to make on behalf of Contractor or any employee of Contractor, or any employee of Contractor construed to be an employee of City, for work done under this contract. This is a continuing obligation that survives the termination of this Contract.

10.0 CIVIL RIGHTS

10.1 Contractor 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 hereinafter enacted.

10.2 Contractor shall not knowingly deny an opportunity or benefit, discriminate against or harass, any employee or applicant for employment on account of the person’s race, color, ethnicity, national origin, ancestry, religion, creed, veteran status, physical disability, mental disability, medical condition, marital status, sex, sexual orientation, age, or other status protected from workplace discrimination by state or federal law.

10.3 Contractor shall not knowingly give preferential treatment to any applicant for employment on the basis of race, color, ethnicity, national origin, ancestry, religion, creed, physical disability, mental disability, medical condition, marital status, sex, or sexual orientation.

10.4 This section shall be interpreted in a manner that is consistent with the California and United States Constitutions and applicable state and federal statutes governing workplace discrimination. The terms used in this section shall have the same meaning as defined in state statutes governing the same subject matter.

10.5 Nothing in this section shall be interpreted as prohibiting bona fide occupational qualifications consistent with applicable state and federal law and reasonably necessary to the normal operation of Contractor. Nothing in this section shall be interpreted as prohibiting regulations and policies to prevent nepotism or conflicts of interest.

10.6 Nothing in this Section shall be interpreted as prohibiting action taken to establish or maintain eligibility for any federal program, where ineligibility would result in a loss of federal funds to City.

10.7 To the fullest extent permitted by law and without limitation by the other provisions of this Contract relating to indemnification and insurance, Contractor shall also Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 9 of 284

Professional Services (Non-Construction) (RFP)(NPW) 5 of 9 CSG CONSULTANTS, INC. [51960-2] 00051960 44861-7361-6360, v. 2
indemnify, defend, and hold harmless City, and its directors, officers, employees, and agents from and against all liability (including without limitation all claims, damages, penalties, fines, and judgments, associated investigation and administrative expenses, and defense costs, including but not limited to reasonable attorneys' fees, court costs, and costs of alternative dispute resolution) resulting from any claim of discrimination or harassment, including but not limited to sexual harassment, arising from the conduct of the Contractor or any of the Contractor’s officers, employees, agents, licensees, or subcontractors. In the event of a discrimination or harassment complaint against any employee, agent, licensee, or subcontractors of Contractor or its subcontractors, Contractor shall take immediate and appropriate action in response to such complaint, including, but not limited to termination or appropriate discipline of any responsible employee, agent, licensee, or subcontractors. The provisions of this Section survive completion of the services or termination of the Contract.

11.0 CONTROL OF SERVICES
Each Party shall appoint a representative who shall have the authority to represent and act for that Party (“Representative”). Any written or verbal directions or requests of City's Representative delivered to the Contractor’s Representative shall have the same force and effect as if delivered to the Contractor. The Contractor's Representative shall have the authority to sign any change order, coordinate the work of all subcontractors and make other decisions pertaining to the Contract.

12.0 ASSIGNMENT AND SUBCONSULTING

12.1 Neither this Contract nor any interest herein may be transferred, assigned, conveyed, hypothecated, or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of the City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty-five (25%) of the present ownership and/or control of Contractor, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Contract shall be void. No approved transfer shall release the Contractor or any surety of Contractor of any liability hereunder without the express consent of City.

12.2 Contractor shall be fully responsible to the City for any acts and omissions of Contractor's subcontractor, including persons either directly or indirectly employed by subcontractor, in the event Contractor subcontracts any of the work to be performed under this contract. Contractor's responsibility under this paragraph shall be identical to Contractor's liability for acts and omissions of Contractor and employees of the Contractor. Nothing contained in this Contract shall create any contractual relationship between City and any subcontractor of Contractor, but Contractor shall bind every subcontractor and every subcontractor of a subcontractor by the terms of this contract applicable to Contractor's work, unless such change, omission, or addition is approved in advance in writing by the City Manager or the City Manager’s designee. All subcontractors are subject to the prior written review and approval of the City Manager or the City Manager’s designee.

13.0 LICENSES
If a license of any kind, which term is intended to include evidence of registration, is required of Contractor, its employees, agents, or subcontractors by federal, state, or local law, Contractor warrants that such license has been obtained, is valid and in good standing, and that any required bond has been posted in accordance with all applicable laws and regulations.

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Professional Services (Non-Construction) (RFP)(NPW) 6 of 9 CSG CONSULTANTS, INC. [51960-2] 00051960 44861-7361-6360, v. 2

14.0 FINANCIAL RECORDS

14.1 Contractor shall maintain any and all documents, ledgers, books of account, invoices, vouchers, canceled checks, or records demonstrating or relating to Contractor’s performance of services pursuant to this Contract or evidencing or relating to expenditures and disbursements charged to City pursuant to this Contract. Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the services provided by Contractor pursuant to this Contract. Any and all such documents or records shall be maintained for three years from the date of execution of this Contract and to the extent required by laws relating to audits of public agencies and their expenditures. It is expressly understood and agreed that the provisions of this Section will survive termination of this Contract.

14.2 Any and all records or documents required to be maintained pursuant to this Section shall be made available for inspection, audit and copying, at any time during regular business hours, upon request by City or its designated representative. Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made available at Contractor's address indicated for receipt of notices in this Contract or the primary location from which services are rendered, whichever is closer.

15.0 OWNERSHIP OF DOCUMENTS
Upon delivery, the work product, including without limitation, all original reports, writings, recordings, drawings, files, and detailed calculations developed under this contract are the property of City. Contractor agrees that all copyrights which arise from creation of the work pursuant to this contract shall be vested in City and waives and relinquishes all claims to copyright or other intellectual property rights in favor of City. City acknowledges that its use of the work product is limited to the purposes contemplated by the scope of Services and that Contractor makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the scope of Services.

16.0 CONFIDENTIALITY

16.1 Contractor shall treat all information obtained from City in the performance of this Contract as confidential and proprietary to City. Contractor shall treat all records and work product prepared or maintained by Contractor in the performance of this Contract as confidential.

16.2 Contractor agrees that it will not use any information obtained as a consequence of the performance of work for any purpose other than fulfillment of Contractor’s scope of Services. Contractor will not disclose any information prepared for City, or obtained from City or obtained as a consequence of the performance of work to any person other than City, or its own employees, agents or subcontractors who have a need for the information for the performance of Services under this Contract unless such disclosure is specifically authorized in writing by City.

16.3 Contractor’s obligations under this paragraph shall survive the termination of this Contract.

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17.0 CONFLICT OF INTEREST REQUIREMENT
Contractor agrees that, to the extent applicable, it shall comply with and be bound by all laws and regulations deriving from the relationship of the Contractor to the City, including the Political Reform Act (Government Codes Section 87100 et seq.) Chapters 2.32 or 2.33 of the Vista Municipal Code, the Community Redevelopment Act (Health & Safety Code 33000 et seq.) and all regulations promulgated thereunder (collectively “Conflict Laws”). As a condition precedent to the formation of this Contract, Contractor warrants and covenants that it is adequately informed regarding the obligations and duties imposed by the Conflict Laws and that to the best of Contractor's knowledge and belief, there exists no conflict of interest (under the laws) that would disqualify the Contractor from participation in any decisions arising out of the performance of this Contract. Prior to commencement of any work in the performance of this Contract, Contractor shall comply with any applicable requirements of Chapter 2.32 of the Vista Municipal Code, including any requirement to file a financial disclosure statement with the City Clerk.

Contractor further agrees that no employee, agent or subcontractor for Contractor shall perform any work for the City pursuant to this Contract which will violate the Conflict Laws.

18.0 PROHIBITION OF FINANCIAL INTEREST BY CITY OFFICIAL Contractor warrants and covenants to City that no City Official has or will have any current or future financial interest in this Contract as of the date approved, nor shall Contractor promise, offer, or enter into any written, oral or implied Contract, to provide any financial interest or remuneration of any kind or manner to any City official with respect to this Contract. For purposes of this Section, the term “City Official” shall mean and include any elected or appointed officer of City, any employee of City, or any spouse or financial dependent of a City official or employee. A violation of this provision shall render this Contract null and void and Contractor shall be subject to restitution of all fees or money paid or earned under this Contract.

19.0 DUTY OF INDEMNIFICATION

19.1 To the fullest extent permitted by law, Contractor shall (1) immediately defend and (2) indemnify City, and its directors, officers, and employees from and against all liabilities regardless of nature or type that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Contractor, or its employees, agents, or subcontractors.

Liabilities subject to the duties to defend and indemnify include, without limitation, all claims, losses, damages, penalties, fines, and judgments; associated investigation and administrative expenses; defense costs, including but not limited to reasonable attorneys’ fees; court costs; and costs of alternative dispute resolution (“Duty of Indemnification”). Contractor’s obligations to both defend and indemnify apply unless it is finally adjudicated that the liability or liabilities, in whole or in part, do not arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Contractor or its employees, agents, or subcontractors. Defense counsel shall be approved by City.

19.2 The review, acceptance or approval of Contractor’s work or work product by any indemnified party shall not affect, relieve, or reduce Contractor’s indemnification or defense obligations. This Section survives completion of the services or the termination of this contract.

The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance.

19.3 Contractor’s costs of defense shall not exceed Contractor’s proportionate percentage of fault as adjudicated by a court of law, as required by California Civil Code section 2782.8.

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20.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.

21.0 SERVICE OF NOTICE

21.1 Any notice, which either Party may desire to give to the other Party, must be in writing and may be given by personal delivery to the Party’s Representative or by overnight courier service to the Party’s address set forth in Section 1.0. Notice may also be given by mailing it by registered or certified mail, return receipt requested, to the other Party at the address set forth in Section 1.0. Any notice given by mail will be deemed given 48 hours after such notice is deposited in the United States mail, addressed as provided with postage fully prepaid.

21.2 A Party may change its address by giving notice as provided above, and the changed address shall thereafter be deemed to be the address set forth in Section 1.0.

22.0 SPECIAL PROVISIONS
This Contract is subject to, and Contractor shall comply with, the special provisions referenced in Exhibit E, if any.

23.0 EXHIBITS
All documents referenced as exhibits in this Contract, or referenced in an exhibit to this Contract, are incorporated herein.

24.0 APPLICABLE LAW, VENUE
This Contract shall be construed and enforced under the laws of the State of California. If any action is commenced by any Party to this Contract, such action shall be filed in a court of competent jurisdiction within the County of San Diego, California.

25.0 COUNTERPARTS; ELECTRONIC SIGNATURES; ELECTRONIC DELIVERY This Agreement may be executed in separate counterparts, none of which need contain the signatures of both Parties, and each of which, when so executed, shall be deemed an original and all together shall constitute and be one of the same instrument. The Parties agree that this Agreement, whether executed by electronic signature, digital signature, or constituting a scanned or electronically reproduced copy or image of this Agreement bearing the signatures of the Parties, will be deemed an original and will represent competent evidence of the execution, terms and existence of this Agreement notwithstanding the failure or inability to produce an original executed Agreement or counterpart thereof, and without the requirement that the unavailability of such original executed Agreement or counterpart thereof first be proven.

Further, the exchange of this entire executed Agreement (and/or such exhibit(s) or document(s)) that is in photostatic or portable document format (.pdf) form by electronic mail or by another electronic means shall be considered original(s) and shall constitute effective execution and delivery of the original(s).

26.0 MODIFICATIONS
This Contract contains the entire agreement, between the Parties and supersedes all prior negotiations, discussions, obligations, and rights of the Parties in respect of each other regarding the subject matter of this Contract. There is no other written or oral understanding Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 13 of 284

Professional Services (Non-Construction) (RFP)(NPW)9 of 9 CSG CONSULTANTS, INC. [51960-2] 00051960 44861-7361-6360, v. 2
between the Parties. No modification, amendment or alteration of this Contract shall be valid unless it is in writing and signed by all Parties.
[Continued on page 9.]

27.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.
“City”
CITY OF VISTA, a chartered municipal
corporation
By:

JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

RISK MANAGEMENT REVIEW:

DOLORES GASCON, RISK MANAGER
By:

APPROVED
Amanda L. Guy
20240923124641
“Contractor”
CSG CONSULTANTS, INC., a California
corporation
By:

Name/Title
By:

Name/Title
Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 Cyrus Kianpour President
Khoa Duong Treasurer
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00051960 4 Exhibit A
4861-7361-6360, v. 2

EXHIBIT A

REQUEST FOR PROPOSALS

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REQUEST FOR PROPOSALS

AS-NEEDED BUILDING PLAN CHECK SERVICES

DATE OF ISSUANCE
August 5, 2024

DEADLINE FOR SUBMISSION
September 3, 2024
2:00 PM

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REQUEST FOR PROPOSALS (RFP)

CITY OF VISTA

AS-NEEDED BUILDING PLAN CHECK SERVICES

I.INTRODUCTION & SCOPE OF WORK
The City of Vista Community Development Department is requesting proposals from building plan check consulting firms to provide as-needed plan check services. The services will be on an as- needed basis. The City intends to award up to three contracts to provide the requested services for a two-year term, with an optional extension for up to three years for a maximum term of five years from the date of the contract. Services provided under each awarded contract shall not exceed $350,000 over the term of the agreement. The services will be conducted under a contract with the City of Vista, hereafter referred to as “the City”. The plan check consultant is hereafter referred to as “the Consultant”.

Qualified entities are invited to submit proposals pursuant to this RFP for consideration by the City.

Consultant, upon request by the City, shall review plans, calculations, reports and specifications for compliance with the most recently adopted federal, state and local codes and ordinances.

When satisfied that the plans comply with the applicable Building laws of the City and State, Consultant, shall approve plans and forward plans to the City for issuance of permit.

Plan review letter comments shall be specific, detailed, complete, and reference plan sheet numbers and code sections where applicable. All plan check services shall be performed by or under the responsible charge of a California licensed professional eligible to prepare and sign such plans.

The selected Consultant shall provide pickup and delivery/return for all plans requested to be reviewed. The first plan check turn around shall be no more than 15 business days from pickup and the second (and any subsequent) review(s) if needed shall be no more than 10 business days from pickup.

Plan check services, may include, but are not limited to the following:

 Disabled access review of drawings for compliance with title 24 CCR for public accommodation commercial and covered multi-family residential projects  Structural review of Engineer’s plans and calculations  Review of Architectural drawings and technical reports  Egress and Fire Protection systems
 Electrical plans
 Photovoltaic and EV charging systems
 Mechanical plans
 Plumbing plans
 Energy calculations
 Green building standards
 Retaining wall systems
 Geotechnical report review

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Consultant plan checker tasks include, but are not limited to, the following:
 To check for design conformance to:
- California Code of Regulations Title 24
- General Plan and City Ordinances
- City Standards
- State agency regulations
 To call for redesign of any portion of plans that:
- Will not function due to poor design.
- Will be potentially unsafe to the public.
- Is in violation of any applicable law, code, ordinance or standard.

As Needed Additional Professional Services:

Additional Professional Services are services that may be needed beyond those provided for plan check services. The need for additional professional services may be driven by peak workload periods and/or special expertise needed. The need for these services will be determined by the Building Official. The additional service could entail evaluating requests for alternate, review of special product use, single discipline review etc.

II.CONTENT OF PROPOSAL
In order to maintain uniformity with all proposals furnished by consultants, proposals shall be limited to a maximum of 12 single-sided 8.5” x 11” pages, (excluding front and back covers, section dividers and resumes) and must include the following:

1. COVER LETTER. Consultants shall submit a cover letter that is clear, concise, complete, and that also demonstrates the qualifications and experience of Consultant applicable to this project.

2. A description of the PROFESSIONAL BUILDING PLAN CHECK SERVICES LEAD INDIVIDUAL and TEAM with an ORGANIZATION CHART identifying those who will perform the building plan check services and a brief resume of each team member, including similar type work in which they have been directly involved. Identify the Designated Lead Individual and the additional plan checkers along with other important staff members proposed to provide said services. The Designated Lead Individual will be the primary contact person to represent your firm. Sub-consultants, if any, shall be identified with the same requirements as for the prime consultant. The Consultant shall submit detailed resumes for team members as an attachment (not a part of the 12 pages);

3. An abbreviated list of REFERENCES for professional building plan check services your firm has provided to government agencies within the last 5 years. The list should include the type of services provided, the agency’s name and the name of a contact person with the contact person’s agency telephone number.

4. A statement regarding the Consultant’s concurrence with the City’s Standard PROFESSIONAL SERVICES AGREEMENT and INSURANCE REQUIREMENTS. The Consultant shall include a detailed description of all clauses and phrases that it deems unacceptable, and a detailed description of what changes would be requested if the City opened negotiations with the Consultant.

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5. The consultant shall submit as an attachment (not a part of the 12 pages), examples of the firm’s work product for typical building plan check services.

6. EXCEPTIONS TO RFP. Consultant shall certify that it takes no exceptions to the RFP including the Sample Agreement. If the Consultant does take exception(s) to any portion of the RFP, the specific portion to which exception is taken shall be identified and explained.

7. FEE SCHEDULE (separate electronic file uploaded to the City’s Electronic Bidding System, excluded from page count limit)
a. Fee Schedule - Include fee schedule of professional staff, services, and tests as applicable. Service costs are to be provided on a per hourly basis, of the plan check fees charged. Proposed rates shall clearly correlate with names and classifications of staff likely to be involved with the projects. In addition, service charge as a percentage of the plan check fees collected. A different percentage should be provided for a complete all disciplines review and for a single discipline review.
b. Billing - The City requires that all billing for work done by the end of the billing period be submitted to the City on a monthly basis. Each billing shall be submitted with a status report describing work performed. Final billing will be approved for payment only after a completed status report has been approved by the City.
c. Overtime Pay - List procedures used for applying overtime rate for non-exempt employees. Indicate the normal hours of work and overtime rate for non-exempt employees.

III.ADDITIONAL SERVICES REQUIREMENTS
The selected Consultant must comply with all applicable federal and state and local regulations, and contract provisions.

Consultant shall carry out the instructions received from the City and shall cooperate with the City and other involved agencies.

The Consultant has total responsibility for the accuracy and completeness of the building plan check services and shall check all such materials accordingly. The documents will be reviewed by the City for conformity with the requirements of the Agreement. Reviews by the City do NOT include detailed review or checking for accuracy. The responsibility for accuracy and completeness of such items remains solely that of consultant.

The building plan check services impacts documents and calculations, and therefore any other documents furnished under the Agreement shall be of a quality acceptable to the City. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated. The Consultant shall modify its work as necessary to meet the level of acceptability defined by the criteria above.

IV.CITY RESPONSIBILITIES
The following is a list of the City’s responsibilities during the term of the agreement:

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1. Provide all plans, reports and calculations submitted for building plan check review services to the Consultant in paper or digital files.

2. Prepare and process payment requests submitted to the City.

3. Distribute public information to consultant.

V.COORDINATION
Coordination with the City, other consultants, applicants, designers and engineers along with other involved agencies may be required to achieve timely delivery of building plan check services.

The City will decide the manner in which the coordination of individual matters is undertaken. At the City’s option, coordination efforts may be performed by the Consultant’s direct contact, by the Consultant acting through the City or by the City only. When coordination efforts require agreement, such agreement shall be coordinated through the City.

VI.PROJECT ESTABLISHMENT AND PROGRESS
The contract shall begin upon approval and execution by the City, and the Consultant shall commence building plan check review services after notification to proceed by the City.

The Consultant is advised that any recommendation for contract award is not binding on the City until the Agreement is fully executed and approved by the City.

The City’s tentative schedule for this project is as follows:

City Releases RFP Aug 5, 2024
Deadline for Questions Aug 19, 2024
Proposals Due Sep 3, 2024 at 2:00 PM
All dates subject to change

VII.PROPOSAL SUBMISSION
To receive addenda and submit a proposal, Consultants shall register on the City’s Electronic Bidding System at https://secure.procurenow.com/portal/cityofvista . Once registered, Consultants must download the RFP while logged in under their own name and identification number to appear on the Electronic Prospective Bidders List as a “Prospective Bidder.” Consultants that fail to download the RFP will not appear on the Electronic Prospective Bidders List and their proposals will be considered non-responsive. If a consultant is unable to register or download the RFP from the City’s Electronic Bidding System, a Consultant representative may contact Electronic Bidding System to troubleshoot the problem.

All proposal documents and supplementary documents must be uploaded using Electronic Bidding System prior to event date and time as instructed in this solicitation. The proposal shall be signed by the individual or, if a company, the company official with the power to bind the company in contracts. Once file(s) have been uploaded and the Submission Status shows as “Submitted” the submission is complete. At that point respondents will receive an email confirmation from Electronic Bidding System.

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Any subsequent changes in the RFP from the date of issuance to the date of submittal will result in an addendum that will be provided through Electronic Bidding System to those listed on the Electronic Prospective Bidders’ List by via email.

To be considered, a proposal must be completely responsive to this RFP.

The City reserves the right to extend the date by which proposals are due.

VIII.CRITERIA FOR SELECTION
The City's consultant evaluation and selection process is based on Qualifications Based Selection (QBS) for professional services. An evaluation committee appointed by the Community Development Department will review the proposals. When evaluating the proposals, the City will take the following items into consideration:

1. Experience and reputation of the Consultant’s firm and of sub-consultant firms, as evidenced by experience working with proposed sub-consultants as a team and by City’s verification of proposal information and references. (20%)

2. Experience and credentials of key personnel assigned to the building plan check services, as evidenced by their education, technical background, and experience on similar services contracts. (20%)

3. Consultant’s understanding of building plan check services, objectives and requirements as evidenced in the written Scope of Work and Work Plan narratives. (15%)

4. Consultant’s quality of work as evidenced by example work products and samples and by reference checks. (10%)

5. Consultant’s past record of performance on similar building plan check services contracts for other agencies related to control of costs and adherence to schedules, as evidenced by reference checks. (10%)

6. Consultant’s familiarity with City requirements, specifications, and procedures, as evidenced by City’s prior experience with the Consultant. (20%)

7. Willingness of Consultant to sign City’s Standard Professional Services Agreement and provide required insurance. (5%)

Fee Schedule and Consultant Selection. The fee schedule of the top ranked consultants will be opened at the conclusion of the consultant evaluation and selection process. Fees will not be used to determine the ranking of the consultants. The City may interview a short list of top ranked qualified consultants or proceed directly to negotiating the final fee schedule with the top ranked consultant. The ultimate consultant selection will be based upon both technical merit and value to the City.

IX.ESTABLISHMENT OF FEES
The Consultant shall be paid based upon hourly rates, unit costs or fixed fee for services rendered as negotiated. For projects with a specific scope of work and duration, a project specific Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 21 of 284

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fee proposal will be requested. A Work Plan and a breakdown of labor hours by employee billing classification together with the cost of non-labor and sub-consultant services shall be included with the fee proposals for individual projects. The labor breakdown shall be based on a listing of work tasks that correlates with the Consultant's defined scope of work for the project proposal.

This information will be used by City's staff to evaluate the reasonableness of the fee proposal and will be used in negotiating the final fee amounts for the Supplemental Contract Agreements.

There will be no compensation to Consultant for hours spent due to Consultant's errors and omissions.

The Consultant's Standard Hourly Billing Rates (Fee Schedule) for all classifications of staff likely to be involved with an individual project shall be included with the Request for Proposals along with the mark-up rate for any non-labor expenses and sub-consultants. The fee schedule shall clearly identify the hourly rates for classifications of staff receiving prevailing wage rates. During the term of the Agreement there will be no increases to the fee schedule.

X.METHOD OF PAYMENT
The selected Consultant shall submit monthly invoices to the City. The invoice shall include a detailed breakdown of the services, the tasks, the hours, and hourly rates

XI.PROFESSIONAL SERVICES AGREEMENT
A sample Professional Services Agreement is enclosed for your review, as Exhibit “A”. The RFP and the Consultant’s proposal will be attached and become part of the agreement as exhibits.

Any subsequent changes in the RFP from the date of issuance to the date of submittal will result in an addendum by the issuing office to those parties who have provided the proper notice of interest in responding to the RFP.

The signer of the proposal must declare in writing that the only person, persons, company or parties interested in the proposal as principals are named therein; that the proposal is made without collusion with any other person, persons, company, or parties submitting a proposal; that it is in all respects fair and in good faith without collusion or fraud; and, that the signer of the proposal has full authority to bind the principal proposer.

Please refer to the sample agreement for the necessary amounts of general liability, automotive, worker's compensation and professional liability insurance. The appropriate endorsements are also shown within the sample contract agreement. The insurance certificate shall include the City of Vista, its officers and employees as insured or additional insured.

The contents of the Proposal of the successful consultant shall become a contractual obligation if a contract ensues. Failure of a consultant to accept this obligation will result in the cancellation of any award.

For each individual project a Supplemental Agreement will be established that has a project specific scope of work and costs in accordance with the agreement fee schedule.

XII.DISCLOSURE
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All proposals become the property of the City of Vista unless return is specifically requested as specified in the following section. The City is a public agency subject to the disclosure requirements of the Public Records Act, California Government Code Section 6250 and following.

These requirements include an exemption for “trade secrets”. If any proprietary information is contained in or attached to the written proposal, it must be clearly identified. In order to protect trade secrets from disclosure, pursuant to a public Records Acts request, you must agree in writing to defend and indemnify the City of Vista if litigation results.

XIII.LATE, MODIFIED OR WITHDRAWN PROPOSAL
All proposal documents and supplementary documents must be uploaded to the City’s Electronic Bidding System, prior to event date and time as described in this RFP. Once file(s) have been uploaded and the Submission Status shows as "Submitted" the submission is complete.

Proposals received via mail, e-mail, and fax will not accepted.

Any modification of a Proposal, except a modification resulting from the City's request for "best and final" offer, is subject to the same conditions as the initial submission.

Proposals may be withdrawn at any time prior to Notice of Intent to Award. Thereafter, all Proposals constitute firm offers, subject to negotiation and execution of definitive documents that will remain open and cannot be revoked, withdrawn, or modified for a period of six (6) months thereafter.

XIV.ASSIGNED REPRESENTATIVES
The City will assign a responsible representative to administer the contract, and to assist the Consultant in obtaining information. The Consultant also shall assign a responsible representative (Principal Engineer) and an alternate, who shall be identified in the proposal. The Consultant’s representative will remain in responsible charge of the Consultant’s duties from the notice-to- proceed through the end of the contract’s term. If the Consultant’s primary representative should be unable to continue during the contract’s term, then the Consultant shall notify the City’s representative in writing. The City’s representative shall first approve any substitution of representatives or subconsultants identified in the proposal in writing. The City reserves the right to review and approve/disapprove all key staff and subconsultant substitution or removal, and may consider such changes not approved to be a breach of contract. This breach of contract will not apply if the Principal Engineer leaves the Consulting firm.

XV.RIGHT TO REJECT OR NEGOTIATE PROPOSAL
The City reserves the right to delay the project or reject any or all proposals submitted, and no representation is made hereby that any contract will be awarded pursuant to this RFP or otherwise.

The City reserves the right to extend the due date, accept or reject any or all proposals received as a result of this request, negotiate with any qualified consultant or cancel this RFP in part or in its entirety. The City may require the selected consultant to participate in negotiations and to submit such technical, fee, or other revisions of their proposals as may result from negotiations.

All costs incurred in the preparation of the proposal, the submission of additional information and/or any aspect of a proposal prior to award of a written contract will be borne by the Respondent. The City will provide only the staff assistance and documentation specifically referred to herein and will not be responsible for any other cost or obligation of any kind, which Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 23 of 284

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may be incurred by the Respondent. All proposals submitted to the City of Vista become the property of the City.

XVI.QUESTIONS ON THIS RFP
All project related questions and requests for clarifications, changes, exceptions, and deviations to the terms and conditions set forth in this RFB shall be submitted via “Q&A” through the City’s Electronic Bidding System. Phone call questions will not be accepted. Answers to all submitted questions will be provided in an addendum through the City’s Electronic Bidding System.

Questions must be submitted prior to the deadline specified in the RFP Schedule, above.

Attachment(s): A: Sample Professional Services Agreement

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EXHIBIT “A”

City of Vista
Professional Services Agreement

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Professional Services (Non-Construction) (RFP)(NPW) 1 of 9 NAMEX [51960-2] 00051960 4

CONTRACT FOR PROFESSIONAL SERVICES

TYPE OF SERVICES
THIS “CONTRACT” is entered into by and between the “Parties” as of ___________________ (“Contract Date”).

1.0 THE “PARTIES”
The “City”:

CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084

Working Contact: workingname
Billing Contact: billingname
The “Contractor”

NAMEX, statusx
Address1
Address2

Contact: contactname

2.0 BASIC TERMS

2.1 The “Services” to be performed by Contractor are set forth in the Request for Proposals attached as Exhibit A.

2.2 The “Required License” for the Services is: type.

2.3 Contractor, an entity holding the Required License, desires to enter into this “Contract” with City for the Services.

2.4 The “Project” for which the Services are required is described in Exhibit A.

2.5 Contractor has submitted to City a Proposal to perform the Services dated proposaldate (“Exhibit B”).

2.6 The “Contract Ceiling Price” is: pricex

2.7 Any references in Exhibit A or Exhibit B to “Consultant” shall mean Contractor for the purposes of this Contract.

3.0 CONTRACT TERM

3.1 This Contract shall take effect as of the Contract Date.

3.2 This Contract shall be in effect for xx calendar months (“Term”) from the Contract Date. The Term may be extended at the City’s option for an additional yy months, in increments of City’s choice, for a maximum Term of zz months from the Contract Date.

3.3 City may terminate this Contract upon 30-days’ written notice to Contractor. In such event, or upon request of City, Contractor shall assemble all City documents in the Contractor's possession, put them in order for proper filing and closing, and deliver the documents to City. In the event of termination, Contractor shall be paid for work performed to the termination date. City shall make the final determination as to the portion of tasks completed and the compensation to be paid.

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5.0 COMPENSATION

5.1 City shall pay Contractor for the Services to be performed as set forth in Exhibit B.

5.3.1 The changes, additions, and deductions to be made.

5.3.2 The increase or decrease in compensation due the Contractor, if any.

5.3.3 Adjustment in the time of completion, if any.

5.4 Contract Ceiling Price

5.4.1 In no event shall City be liable for paying more than the Contract Ceiling Price for Contractor's services rendered under this contract.

5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract.

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7.0 TIME FOR COMPLETION AND COMMENCEMENT OF SERVICES
All Services under the Contract must be completed in compliance with the schedule in Exhibit A.

8.0 STANDARD OF PERFORMANCE

9.0 CONTRACTOR’S STATUS; CONTRACTOR’S EMPLOYEES

9.4 Contractor is aware of the requirements of the Immigration Reform and Control Act of 1986 and shall comply with those requirements, including, but not limited to, verifying the eligibility for employment of all of Contractor’s officers, employees, agents, and subcontractors that are included in this Contract.

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10.0 CIVIL RIGHTS

10.7 To the fullest extent permitted by law and without limitation by the other provisions of this Contract relating to indemnification and insurance, Contractor shall also indemnify, defend, and hold harmless City, and its directors, officers, employees, and agents from and against all liability (including without limitation all claims, damages, penalties, fines, and judgments, associated investigation and administrative expenses, and defense costs, Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 29 of 284

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including but not limited to reasonable attorneys' fees, court costs, and costs of alternative dispute resolution) resulting from any claim of discrimination or harassment, including but not limited to sexual harassment, arising from the conduct of the Contractor or any of the Contractor’s officers, employees, agents, licensees, or subcontractors. In the event of a discrimination or harassment complaint against any employee, agent, licensee, or subcontractors of Contractor or its subcontractors, Contractor shall take immediate and appropriate action in response to such complaint, including, but not limited to termination or appropriate discipline of any responsible employee, agent, licensee, or subcontractors. The provisions of this Section survive completion of the services or termination of the Contract.

12.0 ASSIGNMENT AND SUBCONSULTING

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14.0 FINANCIAL RECORDS

16.0 CONFIDENTIALITY

16.3 Contractor’s obligations under this paragraph shall survive the termination of this Contract.

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Contractor further agrees that no employee, agent or subcontractor for Contractor shall perform any work for the City pursuant to this Contract which will violate the Conflict Laws.

19.0 DUTY OF INDEMNIFICATION

The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance.

19.3 Contractor’s costs of defense shall not exceed Contractor’s proportionate percentage of fault as adjudicated by a court of law, as required by California Civil Code section 2782.8.

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20.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.

21.0 SERVICE OF NOTICE

21.2 A Party may change its address by giving notice as provided above, and the changed address shall thereafter be deemed to be the address set forth in Section 1.0.

22.0 SPECIAL PROVISIONS
This Contract is subject to, and Contractor shall comply with, the special provisions referenced in Exhibit E, if any.

23.0 EXHIBITS
All documents referenced as exhibits in this Contract, or referenced in an exhibit to this Contract, are incorporated herein.

Professional Services (Non-Construction) (RFP)(NPW) 9 of 9 NAMEX [51960-2] 00051960 4
between the Parties. No modification, amendment or alteration of this Contract shall be valid unless it is in writing and signed by all Parties.

[Continued on page 9.]

27.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.

“City”

CITY OF VISTA, a chartered municipal
corporation

By:

JOHN CONLEY, CITY MANAGER
JOHN B. FRANKLIN, MAYOR

ATTEST:

KATHY VALDEZ, CITY CLERK

By:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY

By:

RISK MANAGEMENT REVIEW:

DOLORES GASCON, RISK MANAGER

By:

“Contractor”

NAMEX, statusx

By:

Name/Title

By:

Name/Title

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00051960 4 Exhibit B
4861-7361-6360, v. 2

EXHIBIT B
CONTRACTOR’S PROPOSAL

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3707 W. Garden Grove Blvd. # 100
Orange, CA 92868
714.568.1010 phone
714.568.1028 fax
www.csgengr.com

PROPOSAL TO THE
City of Vista
FOR

AS-NEEDED BUILDING PLAN CHECK SERVICES
September 3, 2024
Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 36 of 284

PROPOSAL TO THE CITY OF VISTA

AS-NEEDED BUILDING P LAN CHECK SERVICES

Table of Contents
SECTION 1 Cover Letter 1

SECTION 2 Professional Building Plan Check Services Team 2

SECTION 3 References and Project Examples 9

SECTION 4 Professional Service Agreement and Insurance Requirements 12

SECTION 5 Attachments 13
A. Resumes
B. Sample Work Product

Note: Fee Schedule – Submitted Separately SECTION

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PROPOSAL TO THE CITY OF VISTA

AS-NEEDED BUILDING P LAN CHECK SERVICES

3707 West Garden Grove Boulevard, Suite 100, Orange, CA 92868 office 714.568.1010 | fax 714.568.1028 | www.csgengr.com Cover Letter
September 3, 2024
Sally Rowley, Management Assistant
City of Vista
200 Civic Center Drive
Vista, CA 92084
RFP: As-Needed Building Plan Check Services
Dear Ms. Rowley,
CSG Consultants, Inc. (CSG) thanks you for opportunity to submit our proposal for As-Needed Building Plan Check Services to the City of Vista (City). To this work, our firm will bring:
 a large and experienced on-call team committed to delivering thorough, accurate, and timely plan check services;
 proven plan submission, distribution, and plan review processes/services as well as web-based status reporting;
 experience adapting to permitting systems in use with client agencies; and  a responsive, customer care-focused team and offices in proximity to the City.

Should the City decide to implement digital plan review in the future, CSG can assist the City with this transition. CSG has been providing digital plan review services for more than 20 years. As part of our standard process, all paper plans submitted to CSG for building plan review are immediately scanned into digital files and stored on CSG’s servers for quick and easy access by both our clients (if needed) and our plan reviewers.

CSG’s building and safety staff are registered engineers and/or ICC certified, with additional qualifications including LEED, DSA, and CASp experience and certification. Our plan reviewers have a wide range of project experience, and many are cross-trained in multiple service levels, providing the City with efficient services and the ability to respond to its fluctuating needs.

Our regional office is in Orange and, with a reasonable lead time, we can be available for meetings at the City’s offices when requested. I will serve as the primary contact for this contract, and my contact information is as follows:

Khoa Duong, PE | Vice President, Building Department
3707 W. Garden Grove Boulevard, Suite 100, Orange, CA 92868 714.568.1010 office | 714.568.1028 fax | [email protected] email Please feel free to contact me with any questions or comments you may have regarding our proposal.

We look forward to the opportunity to provide As-Need Building Plan Check Services to the City of Vista.

Sincerely,
Khoa Duong, PE
Vice President, Building Department
1 SECTION
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PROPOSAL TO THE CITY OF VISTA

AS-NEEDED BUILDING P LAN CHECK SERVICES

2 Professional Building Plan Check Services Team

ORGANIZATION CHART
CSG proposes the following staff and organizational structure for the requested services. Khoa Duong, PE, is the Vice President, Building Services and will serve as the Project Manager and Point of Contact for the City. In conjunction with the designated building official, he will allocate appropriate levels of plan review resources and will ensure that work is comprehensive, accurate, and meets the City’s deadlines. All proposed staff are assigned to our local office in Orange, CA, and work will be performed out of our Orange office.

Brief resumes with detailed qualifications of proposed key staff are provided in the Appendix. No subconsultants will be used on this contract.

PROJECT MANAGEMENT
Khoa Duong PE, Vice President, Building Services, serves as CSG’s Building Services Manager in Southern California and performs the key role of plan review quality control. With more than 36 years of experience in building plan review, including onsite plan check engineer services, Mr. Duong ensures that CSG’s clients receive the highest quality plan review services.

2 SECTION
Khoa Duong, PE
Vice President, Building Department / Project Manager

BUILDING PLAN REVIEW
Eric Haghani, MS, SE, PE, CBO
Principal Structural Engineer
Khanh Nguyen, MS, PE, CBO
Principal Plan Check Engineer
Chi Tran, MS, SE, PE, CBO, CASp
Principal Structural Engineer
Matthew Corrigan, PE
Assistant Plan Check Engineer
Amir Hamidzadeh, PE, CBO, CASp
Senior Plan Check Engineer
Richard Supan, PE, CBO, CFM
Senior Plan Check Engineer
Lou El-Khazen, PE, CBO, CASp
Senior Plan Check Engineer
Fred Marzara, MS, PE, CBO
Principal Plan Check Engineer
Chi Yang, MS, PE, SE, CBO, CASp
Senior Structural Engineer

CITY OF VISTA

PLUMBING, MECHANICAL &

ELECTRICAL PLAN REVIEW
Gerald Quast
Principal Plans Examiner
Frank Biangone
Principal Plans Examiner
Mark Sallee
Principal Plans Examiner
Jimmy Le, MS, PE
Associate Plan Check Engineer

CASp PLAN REVIEW
Chi Tran, MS, SE, PE, CBO, CASp
Principal Structural Engineer
Amir Hamidzadeh, PE, CBO, CASp
Senior Plan Check Engineer
Chi Yang, MS, PE, SE, CBO, CASp
Senior Structural Engineer

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3 Eric Haghani MS, PE, SE, CBO, Principal Structural Engineer, provides plan review, structural plan review and Building Official services on behalf of CSG. He is a highly skilled professional who has a proven ability to work effectively with others under a broad range of conditions and varying environments.

Khanh Nguyen PE, MS, CBO, Principal Plan Check Engineer, offers CSG’s clients expertise gained from over 30 years of professional experience in the building industry. Mr. Nguyen has an in-depth knowledge of the California Building Standards Codes and extensive experience with local building and safety regulations.

Chi Tran SE, CBO, CASp, Principal Structural Engineer, provides professional structural engineering and Building Official services for CSG Consultants and its clients. He brings over 30 years of experience in the building industry, in-depth knowledge of both the California and International Building Code, and experience in all forms of structural construction, including steel, concrete, masonry, timber, and light-gauge steel materials.

Matthew Corrigan PE, Assistant Plan Check Engineer, Mr. Corrigan provides building plan review and permit technician services on behalf of CSG and its clients. He is a results-oriented, highly motivated professional.

Mr. Corrigan is skilled in communicating with team members, self-motivating, and consistently completes thorough and accurate plan review projects under tight deadlines.

Amir Hamidzadeh PE, CBO, CASp, Senior Plan Check Engineer, is an accomplished senior plan check engineer for CSG and brings over 33 years of experience in the building industry. He has experience serving as a plan check engineer, a building official, a building department director, an associate engineer, and as a planning aide for the Cities of Simi Valley, Palm Desert, and Agoura Hills. He also has extensive leadership experience having served as the former president for the Ventura Regional Chapter and the Coachella Valley Chapter of ICC and as one of the founding members of the Certified Access Specialist Institute.

Chi Yang, MS, PE, SE, CASp, Senior Structural Engineer, brings more than 45 years of building industry experience to CSG and its clients, having served the City of Los Angeles, City of Fullerton and most recently the County of Orange in a variety of building division roles.

Richard Supan, PE, CBO, CFM, Senior Plan Check Engineer, provides building official and structural engineering services for CSG Consultants and its clients. He brings over 8 years of experience in the building industry and has served in managerial positions for the Cities of Los Angeles, Fullerton, and Anaheim. To this role, Mr. Supan brings expertise of complex commercial, industrial and residential structures in compliance with applicable building codes and ordinances, engineering standards and specifications, supplemental energy requirements, and ADA regulations.

Gerald Quast, Principal Plans Examiner, joins CSG as a plans examiner and provides plumbing and mechanical plan review for our public agency clients. He brings with him over 30 years of Public Agency experience providing inspection and plan check services for the City of Anaheim.

Frank Biangone, Principal Plans Examiner, serves as a Senior Plans Examiner for CSG and its clients. With over 30 years of experience, Mr. Biangone is a highly knowledgeable code professional with expertise gained through extensive experience performing building plan review and inspection services for the City of Huntington Beach, CA.

Mark Sallee, Principal Plans Examiner, serves as a Senior Plans Examiner for CSG and its clients. He has over 40 years of experience in the construction industry, 21 of which were as a City of Anaheim employee performing building inspection and plans examiner services. Mr. Sallee’s thorough knowledge of the code and plan review and inspection processes allow him to provide the highest quality of services to our clients.

Jimmy Le, MS, PE, Associate Plan Check Engineer provides comprehensive mechanical and plumbing plan review and permit technician services on behalf of CSG and its clients. His role involves meticulously evaluating mechanical and plumbing system design to ensure they meet all codes and regulations.

Lou El-Khazen, PE, CBO, CASp, Senior Plan Check Engineer, is a Senior Plan Check Engineer for CSG Consultants. He has over 35 years of experience in building department operations as a plans reviewer, plan check manager, deputy building official and building official/code enforcement manager.

Fred Marzara, MS, PE, CBO, Principal Plan Check Engineer, has more than 35 years of experience, including working as a Senior Plan Check Engineer and a Chief Building Official prior to joining CSG. Mr. Marzara is a Principal Plan Check Engineer and has significant experience and a sound educational background that provide excellent qualifications.

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PROPOSAL TO THE CITY OF VISTA

AS-NEEDED BUILDING P LAN CHECK SERVICES

4 FIRM PROFILE
CSG Consultants, Inc. (CSG) is an employee-owned California company with its local office in Orange and headquarters in Foster City, CA. Additional support is available from our other offices in Sacramento, Pleasanton, San Jose, Newman, and Fresno. Founded in 1991, CSG performs work solely for public agencies, eliminating the potential for conflicts of interest between developers and agencies. In this way, we can focus exclusively on the specific needs of our municipal clients.

NAME OF FIRM: CSG Consultants, Inc.

PROJECT MANAGER: Khoa Duong, PE | Vice President, Building Department (714) 568-1010 office • (714) 568-1028 fax • [email protected] email LOCAL OFFICE: 3707 W. Garden Grove Boulevard, Suite 100, Orange, CA 92868 (714) 568-1010 office • (714) 568-1028 fax
www.csgengr.com • [email protected]
HEADQUARTERS: 550 Pilgrim Drive, Foster City, CA 94404 (650) 522-2500 phone • (650) 522-2599 fax
REGIONAL OFFICES: 1303 J Street, #270, Sacramento, CA 95814 3875 Hopyard Road, Suite 141, Pleasanton, CA 94588
3150 Almaden Expressway, Suite 255, San Jose, CA 95118
930 Fresno Street, Newman, CA 95360
5151 N. Palm Avenue, Suite 530, Fresno, CA 93704
806 9th Street, Ste 2A, Paso Robles, CA 93446
YEARS IN BUSINESS: 33 • Founded in 1991
OWNERSHIP: Employee-Owned
EMPLOYEES: 350+
TYPE OF BUSINESS: California Corporation • Incorporated June 15, 2000 • Federal ID: 91-2053749
Staff Composition
The majority of the 350+ individuals within our firm have provided public agency services throughout their entire careers. Our talented personnel, having held positions within communities facing similar development concerns as the City, bring a wealth of ideas, experience, and solutions. Depending upon the needs of our clients, we can serve in either a project-specific or on-call staff augmentation capacity.

CSG maintains the breadth and depth of experienced and licensed/certified staff necessary to support the City’s needs. No subconsultants will be utilized for this contract.

Our multi-disciplined municipal services staff consists of the following types of professionals:
 Building Plan Reviewers & Inspectors  Planning Professionals  Fire Plan Reviewers & Inspectors  Code Enforcement Officers  Structural Engineers  Grading Improvement Plan Reviewers & Inspectors  Plan Review Engineers  Civil Engineers
 Fire Protection Engineers  Construction Managers
 Building Officials  Construction Inspectors
 CASp Professionals  Information Technology Professionals  Permit Technicians  Sustainability Professionals
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5 APPROACH TO WORK
CSG’s proposed team has been selected to best support the specific needs of the City and will deliver exceptional service through its application of technical expertise, knowledge of municipal processes and procedures, efficient and effective customer care, and application of code compliance combined with innovative and helpful alternatives. Our extensive experience in furnishing comprehensive building and fire life safety services to jurisdictions provides a consistent, strong technical foundation to all projects.

From providing leading-edge digital plan review and online plan check status reporting to delivering faster-than-scheduled turnaround times and code interpretations, CSG will deliver the highest quality services to the City. CSG’s approach to work includes the following methodologies and key benefits:
 A wealth of fully committed and qualified personnel. We maintain staff that is fully licensed and certified at the highest level of industry standards. To keep our personnel on the industry’s leading edge, many serve as instructors and lecturers and sit on boards and committees for organizations developing and implementing important code regulations. We also keep current with the latest in procedures and use of products by attending regional, state and national training opportunities and industry provided product/materials training.  Customized, responsive services. We are skilled at assessing time commitments, developing accurate work plans and applying dedicated, professional personnel with the skills and experience best-suited for the project. We can quickly fine-tune staffing levels to match or adjust to changes in plan review, inspection, and front counter activity and ensure responsiveness to customers. With our digital plan review capabilities, we are able to utilize plan review resources from any of our regional offices. In addition, we excel at coordinating with all agency departments as well as outside agencies.  Rapid turnarounds and expedited services. With extensive experience in both code application and the digital plan review process, our staff excels at performing expeditious turnarounds while delivering thorough and accurate reviews. We easily match and more often beat any required review turnaround deadlines.
 Leading-edge, cost-saving technology and methods. CSG delivers a suite of digital options— speedy digital plan reviews and electronic versions of plan comments; an easy-to-use online application for plan submittal, tracking and approval of digital plans; and available full scanning and archiving services. In addition, through knowledge gained from service to over 200 public agencies, we are constantly improving and adapting to provide our clients with the most cost-effective services.
 Environmentally friendly practices. Our corporate policy on sustainability supports a healthy environment, reduces our carbon footprint and promotes environmental stewardship through environmentally preferable purchasing and other actions including use of a digital plan review system that bypasses paper consumption, and use of duplexing and recycled, post-consumer content paper when printing is necessary.  Quality Assurance. Key to our approach to quality assurance is that it must occur throughout the entirety of the project and with the right people involved every step of the way. Our team’s unwavering integrity and commitment are combined with our internal processes and leading-edge digital technology to consistently produce quality work products and maintain highly satisfied clients. At project outset, CSG’s project manager assigns the most technically specialized team members who, through their experience and training, best understand the needs of our client. Our quality control processes include verifying procedures and code requirements, defining and applying standards used in code applications, and assessing work products to ensure that jurisdictional requirements and expectations are met.

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PROPOSAL TO THE CITY OF VISTA

AS-NEEDED BUILDING P LAN CHECK SERVICES

6 BUILDING PLAN REVIEW SERVICES
Our team of professionals is ready to assist in all aspects of plan review and to focus on the special needs and requirements of each of our clients. We pledge thorough and accurate reviews and prompt turnaround times, and offer proven plan review services and comprehensive online status reports. CSG serves as an active partner, working as a seamless extension of our public agency clients in performing the requested services and working closely with the development community and public as directed.

Compliance Standards
Our engineers and plan reviewers carefully review all plans and documents for compliance with building codes, fire codes, energy conservation standards, and accessibility regulations adopted by the State of California, and all local policies and ordinances including but not limited to:
 California Building Code, Volumes 1 and 2
 California Residential Code
 California Electrical Code
 California Plumbing Code
 California Mechanical Code
 California Fire Code
 California Energy Code
 California Green Building Standards Code (CALGreen)
 California Existing Building Code
 California Health and Safety Code
 National Fire Protection Association (NFPA) Standards as adopted and referenced by the State of California (California Code of Regulations, Title-19)
 State Historical Building Code
 NPDES/WQMP/SWPPP Compliance
 Local adopted ordinances and amendments relative to building, fire and municipal codes, including project Conditions of Approval from other agency departments, divisions, and regulating agencies Digital Plan Review
CSG has been providing digital plan
review services for over 20 years,
leading the consultant field with this
ground-breaking service. All paper
plans submitted to CSG for building
and fire plan review are immediately
scanned into digital files and stored on CSG’s servers for quick and easy access by both our clients and our plan reviewers. Our plan reviewers furnish electronic versions of their plan comments conforming to each client’s established correction list templates. Any additional forms utilized by the agency will be incorporated into the correction comments and returned with the appropriate recommendations. Plan check comments can be delivered electronically by email or other agency- approved means, enabling staff to immediately modify CSG’s checklist for incorporation with other department comments. We provide convenient, environmentally friendly digital storage of all construction-related documents, and on request, can provide clients with a set of digitally scanned plans at no additional cost.

Leading the field in
digital plan review
services for more
than 20 years.

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7 In addition, for jurisdictions requesting a pure digital plan review workflow, we can enable an applicant to submit digital files—with no size limitations—directly to CSG via our web-based application. Our application includes an online portal for the applicant/jurisdiction to retrieve comments and marked-up digital plans including redlines. Importantly, this service tracks the status of all submittals and re-submittals until the plans have been approved.

Key features of our digital plan review service include:
 Efficient. Plans are pushed to plan review staff the same day they are received.
 User-friendly. CSG developed its own online portal specifically to manage the electronic file submittal process. Through use of this interface, the applicant is no longer faced with size restrictions on email attachments or required to learn complex file transfer settings.
 Proven. We have provided a digital plan review option to our clients for over 20 years.
 Non-Proprietary. CSG’s electronic review process is 100% PDF-based with no additional software required to view redlines.

Online Plan Check Status
CSG offers a convenient service allowing clients to check plan review status and comments online. By accessing
our secure Plan Check Status website, agency staff as
well as authorized applicants can view their project
documents and plans and communicate with the specific plan checker via e- mail. Staff and authorized applicants can download comments upon completion of the plan check. There is no additional cost for this service.

Plans Pickup and Delivery
CSG will coordinate pickup and delivery of plans and other materials from/to the agency via CSG personnel or an approved alternative service.

Green Building and LEED Accreditation
Our Building Division team is experienced in plan review and inspection for compliance with CALGreen and local green building ordinances and includes LEED Accredited Professionals. In addition, CSG Consultants has the qualifications necessary to assist with both the development of policy and the implementation of green and sustainable building practices. CSG’s Sustainability Programs division can assist, for example, with construction and demolition debris recycling programs and public outreach to the building industry.

CASp Review Services
We understand California Building Departments are required to have CASp certified staff in place and available for technical questions and interpretations. Our CASp certified team members are knowledgeable of state and federal accessibility laws and regulations and possess the expertise necessary to promote access to facilities for persons with disabilities. In accordance with current regulations, CSG can provide CASp certified professionals to review plans for accessibility and to facilitate compliance with regulations when requested.

All paper plans
submitted to CSG are
immediately scanned
into digital files for
quick and easy access
by our clients and
plan reviewers.

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8 PLAN CHECK TURNAROUND TIMES
CSG strives to provide the highest quality and most timely service in the industry. We take pride in maintaining the requested plan review times for all our clients—even delivering faster than our own deadlines. Our goal is to approve code-complying projects and to move work quickly and successfully through jurisdictional processes. CSG will ensure that all building and safety duties and follow-up actions will be performed in a timely and responsive manner.

The following are CSG’s proposed plan check turnaround times:

TYPE OF REVIEW

INITIAL REVIEW
(LESS THAN
BUSINESS DAYS)2

RE-CHECK
(LESS THAN
BUSINESS DAYS)2
Residential New Construction 10 5
Residential Additions 10 5
Small Residential Remodels 10 5
Commercial New Construction & Large/Complex Projects1 10 5 Commercial Additions 10 5
Small Commercial Remodels/Tenant Improvements 10 5
Expedited 5 5
1Turnaround time may vary with the complexity and magnitude of the project. If a review is anticipated to take longer than the maximum turnaround time, CSG will notify the City’s representative and negotiate additional time required to ensure an appropriate level of review. 2 The number of working days associated with the plan check turnaround time is based on time of project submittal. The first working day will be the day the project is received by CSG if submitted by 3:00 PM. For a project that is received by CSG after 3:00 PM, the first working day will be the next business day.

Expedited Plan Check Services
At the City’s request, we can perform plan check services on an accelerated schedule according to the rates provided in our fee schedule.

AVAILABILITY AND CUSTOMER SERVICE
We clearly understand the importance of our role in the success of the City and commit to providing project stakeholders and City staff with the highest level of service while functioning as a seamless extension of the City. We believe effective communication, responsiveness and an intense focus on customer service are essential to developing and continuing a successful working relationship between City staff, project stakeholders and CSG’s team members.

CSG Proposed Staffing Hours for the City
Plan Review
CSG plan checkers are available for inquiries anytime during normal business hours via phone, email, or virtually, Monday through Friday. Our plan checkers can typically respond to the City for all questions or requests generated during any plan review on the same day, but no later than the following day a request is received.

To assist the City, we can also meet in-person with City staff and project stakeholders or can utilize video conferencing with all parties involved. We recognize the value of pre-design consultation with prospective applicants and are available to provide this service as well. Our designated Project Manager and/or technical staff will be available in-person for consultation and meetings with a reasonable lead time.

We recognize the
value of pre-design
consultation and are
available to provide
this important
service.

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9 References and Project Examples

BUILDING AND SAFETY REFERENCES
CSG has been providing building department services since 1991. Our track record of success with our clients is outstanding and we encourage you to contact our references with any questions or clarification you might require. CSG provides services to more than 250 clients throughout California. The following is a partial list of regional references for which CSG has provided services similar to those requested by the City. Additional references can be provided upon request from the City.

City of Westminster
Justin Nguyen, Building Official
8200 Westminster Blvd.

Westminster, CA 92683
(714) 548-3475
[email protected]
Building & Fire Plan Review & Inspection Services
2018-Ongoing
City of Glendora
David Collett, Building Official
116 East Foothill Blvd
Glendora, CA 91741
(626) 914-8222
[email protected]
Building Plan Review & Inspection Services
2014-Ongoing
City of Huntington Beach
Jasmine Daley, Building Official
2000 Main Street
Huntington Beach, CA 92648
(714) 375-5147
[email protected]
Staff Augmentation, Building Plan Review and
Inspection, and Counter Technician Services
2001-Ongoing
City of Burbank
Russell Freesland
75 East Olive Avenue
Burbank, CA 91502
(818) 238-5293
[email protected]
Building Plan Check Services
2021−Ongoing
City of Riverside
Oscar Mancillas, Building Official
3900 Main Street
Riverside, CA 92522
(951) 826-5915
[email protected]
Building & Fire Plan Review & Inspection Services
2014−Ongoing
City of San Dimas
Garrett Tarango, Building Official
245 East Bonita Avenue
San Dimas, CA 91773
(909) 394-6260
[email protected]
Building Plan Review Services
2014-Ongoing
City of Beverly Hills
Arlen Eskandari, Deputy Building Official
455 N Rexford Drive
Beverly Hills, CA 90210
(310) 285-1113
[email protected]
Building Review / Public Works
2017-Ongoing
City of Inglewood
Mandhir Singh, Building Official
One Manchester Boulevard
Inglewood, CA 90301
(310) 412-5294
[email protected]
On-Call Development Review & Building Plan Check
Services
2013−Ongoing

3 SECTION
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10 PROJECT EXAMPLES
The following is a small sampling of recent projects for which members of CSG’s proposed team have provided building plan review services.

Beazer Hyde Park Tract | City of Moreno Valley, CA
CSG’s staff provided building plan check for the Beazer Hyde Park tract. The project included the review of the two-story SFD, master solar plans, retaining walls, stie lighting, pool and spa, shade structure, and play area.

Various Plan Review and Inspection | City of Glendora, CA CSG performed building plan review and inspection services for City of Glendora projects which include the following:
 Residential Plan Review and Inspection 5,226 square foot, 2-story new single-family residence, including 1,503 square foot of garage and storage; a 763 square foot patio and 521 square foot balcony/deck. Accessory structure; 875 square foot garage/workshop and 60 square foot balcony. Site retaining walls
 Commercial Plan Review and Inspection for 9,546 square foot 2-story medical facility - trash enclosure & 6´ wall, including demolition of existing building under separate permit General Plan Review and Inspection Services | County of San Bernardino, CA CSG provides General Plan Review and Inspection Services for various types of buildings including Commercial, Industrial, Retail and Single-Family Residential.

SoFi Stadium & YouTube Theater | City of Inglewood, CA
The Los Angeles (NFL) Stadium at Hollywood Park located in the City of Inglewood has 70,000 fixed seats and has the flexibility to accommodate up to 100,000 seats. CSG performed review for on-site improvements including grading, drainage and roadways. CSG also performed general building plan review including architectural, accessibility/ADA review, energy plan review, and CALGreen review. Plan review tasks were
performed according to the latest Federal, State, and local codes and regulations. In collaboration with the City of Inglewood, the program management team, the architect, and CSG participated in meetings prior to plan submittal to address major code interpretation issues to provide for a seamless process during the review periods. CSG’s team approach with the stakeholders has provided and continues to facilitate timely turnaround.

Inglewood Basketball & Entertainment Center – Intuit Dome | City of Inglewood, CA CSG is providing building plan review for the Inglewood Basketball and Entertainment Center, a 915,000 square foot arena that will be the future home of the Los Angeles Clippers. The arena features an 85,000 square foot team training facility, 71,000 square feet of office space and an outdoor plaza with 80,000 square feet of space. CSG’s services consisted of Building Plan Review for structural components that included vertical openings in the bowl design, pedestrian bridges, parking garages, VIP lobbies and plaza buildings that feature a green roof.

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PROPOSAL TO THE CITY OF VISTA

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11 Avion Business Park | City of Burbank, CA
CSG performed structural review for the Avion project in Burbank. The project is a business park on approximately 60 acres of vacant land adjacent to the Burbank Bob Hope Airport consisting of the following components:
 Six, two-story buildings for industrial/warehouse uses totaling 1,014,887 square feet;  Nine, two-story buildings for creative office uses totaling 142,250 square feet;  Two, one-story buildings for retail/restaurant uses totaling approximately 15,154 square feet;  One hotel with 166 rooms
Hilton Waterfront Beach Resort Expansion | City of Huntington Beach, CA CSG’s staff provided building plan check and inspection services for the expansion of the Hilton Waterfront Beach Resort. The expansion included a nine-story tower providing a total of 156 new guestrooms with appurtenant facilities. It also includes approximately 13,700 sq. ft. of meeting space, full-service business center, casual dining restaurant, combined
grocery/gift store, secondary retail/recreational services store, children's club providing supervised play, health spa, and a fitness facility.

Pacific City | City of Huntington Beach, CA
CSG performed building plan review for the Pacific City development in Huntington Beach. Pacific City rests on a 31-acre piece of land fronting Pacific Coast Highway across from the Huntington Beach Pier. The project includes: Paséa, a luxury oceanfront hotel & spa; The Residences at Pacific City, a 516 “beach-luxe” apartment home complex; a 191,000 sq. ft. area with outdoor shopping, a fitness/spa facility, and restaurants; and an underground parking structure for visitors, and above-ground parking structure for the residents. The plan check and inspection process involved numerous permits, including new construction, tenant improvements, and others.

Bolsa Row | City of Westminster, CA
CSG performed Building Plan Review and Inspection for the Bolsa Row project which includes the following:
 Apartment Building & Parking Structure. New 5-level, 200-unit apartment building with retail/restaurant spaces on 1st level. 2 internal courtyards with swimming pools and clubhouses. A 7- 1/2 level concrete parking structure wraps around part of the building with direct access on each level.
 Banquet Building. New 3-level, mixed-use building including restaurants, shops, banquet rooms, kitchen, support areas, a rooftop lounge with bar and kitchen areas, and a bridge connecting to the hotel.
 Hotel. New 148 guestroom, 5-level hotel building with retail/shop, lobby/restaurant, and back-of- house. Basement level includes additional back-of-house with laundry service. 2nd level has event lawn with pool, hospitality suites, and a bridge connection to the Banquet Building.

Star Wars: Galaxy’s Edge, Disneyland | City of Anaheim, CA CSG performed plan review and building official services for the new Star Wars Land that encompasses 14 acres inside the current Disneyland Park in Anaheim. This land includes various shops, restaurants, and entertainment rides.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 48 of 284

PROPOSAL TO THE CITY OF VISTA

AS-NEEDED BUILDING P LAN CHECK SERVICES

12 Professional Service Agreement and
Insurance Requirements

PROFESSIONAL SERVICES AGREEMENT
CSG staff has reviewed the City’s Request for Proposal and the Standard Contract for Professional Services CSG takes no exceptions to the City’s RFP and Professional Services Agreement and is willing to sign the Contract with no changes.

INSURANCE REQUIREMENTS
CSG’s Insurance Broker has reviewed the insurance requirements in the City of Vista’s RFP and Professional Services Agreement and has concluded that CSG can comply. CSG has an extensive insurance program to protect business and professional liability. Proof of insurance can be provided upon request from the City.

NON -COLLUSION DECLARATION
CSG declares that the only person, persons, company or parties interested in the proposal as principals are named in the proposal; that the proposal is made without collusion with any other person, persons, company, or parties submitting a proposal; that the proposal is in all respects fair and in good faith without collusion or fraud; and, that the signer of the proposal has the authority to bind the company.

4 SECTION
Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 49 of 284

PROPOSAL TO THE CITY OF VISTA

AS-NEEDED BUILDING P LAN CHECK SERVICES

13 Attachment A: Resumes 5 SECTION
Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 50 of 284

14 Khoa

LICENSES & CERTIFICATIONS
Professional Engineer,
State of California
| 43901
Professional Engineer,
State of Nevada
| 013620
Certified Plans Examiner
| ICC 0840436-B3
Professional Engineer,
State of Washington
| 27237

EDUCATION
Bachelor of Science, Civil Engineering
California Polytechnic State University
| Pomona, CA

Duong PE
Vice President, Building Services
Mr. Duong serves as CSG’s Building Services Manager in Southern California and performs the key role of plan review quality control. With more than 36 years of experience in building plan review, including onsite plan check engineer services, Mr. Duong ensures that CSG’s clients receive the highest quality plan review services. Prior to joining CSG, Mr. Duong worked in both the public and private sectors.

Mr. Duong’s expertise includes review of complex commercial, industrial and residential structures for compliance with applicable building codes and ordinances, engineering standards and specifications, supplemental energy requirements, and ADA regulations.

RELEVANT EXPERIENCE
Building Services Manager and Plan Check Engineer | Multiple CSG Client Agencies Mr. Duong manages CSG’s Southern California plan review team and provides on and off-site Plan Review Engineer services for numerous jurisdictions throughout California. Mr. Duong performed structural plan check and non-structural MEP, energy, as well as ADA reviews for commercial, industrial, and residential structures.

Supervising Plan Review Engineer | Willdan
Mr. Duong was responsible for the day-to-day operations of the plan review section in the San Bernardino office and served as plan review engineer for numerous cities and counties throughout California and Nevada.

Vice President in charge of Plan Review | Berryman & Henigar Mr. Duong managed the plan review team for over 10 years.

Plan Review Engineer | City of San Diego, CA
Mr. Duong performed plan review for the City of San Diego.

NOTABLE PROJECT EXPERIENCE
Pacific City | City of Huntington Beach, CA
Inglewood Market Gateway | City of Inglewood, CA
Bolsa Row | City of Westminster, CA
Sofi Stadium & Performance Venue | City of Inglewood, CA Town & Country Manor | City of Santa Ana, CA
Ganahl Lumber | City of San Juan Capistrano, CA
Hollywood Park Casino & Parking Structure | City of Inglewood, CA Waterfront Hilton Hotel – Expansion | City of Huntington Beach, CA Paséa Hotel & Spa | City of Huntington Beach, CA
Jackson Rancheria Casino | The Jackson Rancheria Band of Miwuk Indians, CA Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 51 of 284

15 Eric

LICENSES & CERTIFICATIONS
Professional Structural Engineering
| S4079
Professional Civil Engineering
| C42200
Certified Building Official
Certified Plans Examiner
| ICC 253530

EDUCATION
Master of Engineering, Civil Engineering
California State Polytechnic University
| Pomona, CA
Bachelor of Science, Civil Engineering
California State Polytechnic University
| Pomona, CA

PROFESSIONAL AFFILIATIONS
Structural Engineer Association of
Southern California (SEAOSC)
International Code Council (ICC)
AWARDS | HONORS
Mayor’s Award for obtaining $3,000,000
FEMA Grant for Huntington Beach City
Hall’s Seismic Retrofit
| City of Huntington Beach, CA
Mayor’s Employee of the Month Award
| City of Dana Point

Haghani MS, SE, PE, CBO
Principal Structural Engineer
Mr. Haghani provides plan review, structural plan review and Building Official services on behalf of CSG. He is a highly skilled professional who has a proven ability to work effectively with others under a broad range of conditions and varying environments. His significant experience, sound educational background and positive personal qualities provide excellent qualifications as a Building Official. Mr. Haghani’s skills includes being quality-conscious and dedicated to producing quality results; excellent communication, interpersonal & problem-solving skills; and customer service.

RELEVANT EXPERIENCE
Building Division Manager | City of Huntington Beach, CA Mr. Haghani’s duties included: Overseeing the operations, services, and activities of the Building Division within the Community Development Department and serving as the City's Building Official; developing and implementing division goals and objectives, administering the division budget, monitoring expenditures, and directing the plan review of complex buildings and structures to determine compliance with pertinent codes, requirements, and standards.

Building Official & Senior Structural Engineer | City of Dana Point, CA Mr. Haghani’s duties included: Overall management of the Building Division as the Building Official and the Sr. Structural Engineer; handling architectural and structural plan evaluation; monitoring inspection and permit staffs; assigning and scheduling workflow/projects; and mentoring, training, supervising, and evaluating staff members.

Plan Check Engineer | City of Huntington Beach, CA
Mr. Haghani’s duties included: Providing comprehensive technical review of plans, specifications and calculations for life-safety, structural integrity, disabled access, and applicable code compliance; and supervising Permit and Plan Check Services Division of the Building and Safety Department in the absence of the Division Head and Manager.

Plan Check Engineer | City of Santa Monica, CA
Mr. Haghani’s reviewed complex architectural and structural drawings, structural calculations, and engineering reports for compliance with construction codes, local ordinances, and state laws.

Structural Project Engineer | Various Private Companies Mr. Haghani executed daily operations of various commercial & residential projects, including hiring, supervision, and mentoring of junior staff engineers.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 52 of 284

16 Khanh

LICENSES & CERTIFICATIONS
Professional Civil Engineer,
State of California
| C51737
Certified Building Official
Certified Building Plans Examiner
| ICC 879847

EDUCATION
Master of Science, Structural
Engineering
California State University of Los
Angeles
| Los Angeles, CA
Bachelor of Science, Civil Engineering
San Diego State University
| San Diego, CA

PROFESSIONALAFFILIATIONS
Code Group Committee Chairperson
(2021 & 2020) | Orange Empire
Chapter of ICC
Code Adoption Committee
Chairperson (2019) | Orange Empire
Chapter of ICC
Code Adoption Committee (2016,
2013, 2010, 2007, 2004) | Orange
Empire Chapter of ICC
Chapter President (2006) | Orange
Empire Chapter of ICC
Honorary Lifetime Member of the
Orange Empire Chapter of ICC |
Inducted in 2016
2009 Environmental Hero Award
(Southern California) | Southern
California Edison
2008 Code Official of the Year Award
(National), 1st from California | ICC
2007 Building Department of the Year
Award (State) | California Building
Officials Association

Nguyen MS, PE, CBO
Principal Plan Check Engineer
Mr. Nguyen offers CSG’s clients expertise gained from over 30 years of professional experience in the building industry. Mr. Nguyen has an in-depth knowledge of the California Building Standards Codes and extensive experience with local building and safety regulations.

RELEVANT EXPERIENCE
Principal Plan Check Engineer, Business Development Manager| CSG Consultants Mr. Nguyen served as the Interim Building Official for the City of Norwalk, City of El Segundo, City of La Habra, and City of Hawaiian Gardens in recent years and assisted those jurisdictions in recruiting for a permanent Building Official.

He performed both residential and non-residential plan review projects. His most notable residential project was a 3-story, 66-unit public housing complex, and his most notable and high profile non-residential project was the new Star Wars theme park for Disneyland in Anaheim.

Building Official/Acting Assistant Director/Interim Director | City of Costa Mesa, CA Mr. Nguyen implemented combination permits for efficiency in permit issuance and consistency in inspection. He administered and implemented four consecutive Fall Residential Remodeling Incentive Programs and two consecutive Build Green Incentive Programs.

Mr. Nguyen served in a supervisory role where he managed and oversaw 35 professional and technical employees in advance and current planning, permit processing center, building plan check, inspection, and code enforcement. He also served as the lead person on all automation issues and chaired the City Green Building Committee where he developed the City Council policy on Sustainability which includes the greenest standard for new municipal buildings in the country.

Building Official | City of Tustin, CA
Mr. Nguyen provided building plan review of the division budget of $1.3 million. He also administered the FEMA flood program for the City and implemented several stormwater inspection programs to comply with the 3rd term NPDES permit.

As a Building Official, Mr. Nguyen managed and oversaw 11 professional and technical employees in permit processing, building plan check, inspection, and code enforcement.

Permit and Plan Check Manager | City of Huntington Beach, CA Mr. Nguyen’s expertise included review calculations and designs of complex projects with applicable building codes and ordinances, engineering standards and specifications. He administered and enforced the City’s Unreinforced Masonry Building ordinance, as well as designed and implemented the Plan Check Log and Interactive Voice Response system.

Structural Plan Check Engineer | City of Los Angeles, CA Mr. Nguyen was a Structural Plan Check Engineer with responsibility in reviewing calculations and designs of plans for a wide variety of commercial and residential projects to ensure compliance with Building and Zoning codes. He performed numerous damage assessment inspections and structural plan reviews after multiple major disasters including the Northridge earthquake and the aftermath of the Rodney King Riot.

NOTABLE PROJECT EXPERIENCE
Star Wars: Galaxy’s Edge, Disneyland | City of Anaheim, CA Mr. Nguyen worked on the development of the amusement park.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 53 of 284

17 Chi

LICENSES & CERTIFICATIONS
Structural Engineer
State of CA | 2728
Civil Engineer
State of CA | 33643
Civil Engineer
State of NV | 22985
Certified Building Official
Certified Building Plans Examiner
| 1061872
Certified Access Specialist

EDUCATION
Master of Science, Civil Engineering
| California Polytechnic University
Bachelor of Science, Civil Engineering
| California Polytechnic University
Master’s in business administration
| California Polytechnic University

PROFESSIONALAFFILIATIONS
California Building Officials Association
(CALBO)
International Code Council

Tran MS, SE, PE, CBO, CASp
Principal Structural Engineer
Mr. Tran provides professional structural engineering and Building Official services for CSG Consultants and its clients. He brings over 30 years of experience in the building industry, in- depth knowledge of both the California and International Building Code, and experience in all forms of structural construction, including steel, concrete, masonry, timber, and light-gauge steel materials. Mr. Tran’s expertise includes review of complex commercial, industrial and residential structures for compliance with applicable building codes and ordinances, engineering standards and specifications, supplemental energy requirements, and ADA regulations.

RELEVANT EXPERIENCE
Plan Check Manager | City of Anaheim, CA
Mr. Tran’s responsibilities included: assigning plans to plan check engineers and follow-up to meet turnaround time; working with permit applicants, architects/engineers and plan check engineers to resolve code compliance issues; reviewing alternatives and making recommendations for approval on code modification requests; and providing inspectors, permit applicants, architects/engineers information on code requirements.

Senior Plan Check Engineer | City of Yorba Linda, CA
As a senior plan check engineer for the City, Mr. Tran reviewed building plans for code compliance, reviewed alternatives and made recommendations for approval on code modification requests, and provided inspectors, permit applicants, architects/engineers information on code requirements.

Building Official | City of Fullerton, CA
As a building official, Mr. Tran provided the following services: Working with permit applicants, architects/engineers and plan check engineers to resolve code compliance issues; issuing code interpretations/policies and approving code modifications; and performing site visits with building inspection staff to make final determination on construction problems for code compliance.

Building Official | City of Dana Point, CA
As a building official, Mr. Tran provided the following services: Working with permit applicants, architects/engineers and plan check engineers to resolve code compliance issues; issuing code interpretations/policies and approving code modifications; and performing site visits with building inspection staff to make final determination on construction problems for code compliance.

County Building Official, Plan Check Engineer & Project Engineer | County of Orange, CA Mr. Tran worked as a County employee with increasing responsibilities and promotions for over 33 years. He was the County Building Official during his last 10 years.

NOTABLE PROJECT EXPERIENCE
Sofi Stadium & Performance Venue | City of Inglewood, CA Hollywood Park Casino & Parking Structure | City of Inglewood, CA Self-Storage Facility | City of Inglewood, CA
Ritz Carlton Resort and Hotel | City of Laguna Niguel, CA Pelican Hill Resort and Hotel | City of Newport Beach, CA 7-Story Coldwell Bank Office Building | City of Lake Forest, CA John Wayne Airport Terminal Building and Parking Structures | City of Santa Ana, CA 7-Story Orange County Juvenile Court Building | City of Orange, CA Theo Lacy Jail and Juvenile Hall | City of Orange, CA
Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 54 of 284

18 Matthew

LICENSES & CERTIFICATIONS
California Engineer-in-Training
Residential Plans Examiner
| ICC 9610336

EDUCATION
B.S. in Civil & Environmental
Engineering
Corrigan EIT
Assistant Plan Check Engineer
Mr. Corrigan provides building plan review and permit technician services on behalf of CSG and its clients. He is a results-oriented, highly motivated professional. Mr. Corrigan is skilled in communicating with team members, self-motivating, and consistently completes thorough and accurate plan review projects under tight deadlines.

RELEVANT EXPERIENCE
Assistant Plan Check Engineer | Multiple CSG Client Agencies Mr. Corrigan performs building plan reviews for residential projects for multiple jurisdictions in Southern California.

Production Scheduler | The Walt Disney Company
As a production scheduler, Mr. Corrigan would: liaise with area leaders on a daily basis ensuring labor needs are consistently met; produce the weekly work schedule for approximately 500 employees according to business needs and taking into account seniority rules, union regulations, and employee schedule preferences whenever possible; and train and educate new workers, set performance goals, standards and expectations, communicate and explain operational decisions.

Stage Scheduler | The Walt Disney Company
Mr. Corrigan’s responsibilities included: receiving communication from cast members regarding potential absences from work and ensuring area leaders are notified of any changes or adjustments to their staffing; attempting to call in additional cast members for shifts as needed to backfill any potential labor shortages due to absences; and continuously communicate with area leaders in order to ensure locations are properly staffed with labor for their daily operations.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 55 of 284

19 Amir

LICENSES & CERTIFICATIONS
Registered Professional Engineer (PE)
| 68216
Certified Plans Examiner
Certified Building Official
| ICC 1041666-CB
Certified Access Specialist (CASp)
| 093
Certified Residential and Non-
Residential Energy Analyst (CEA)
Licensed Real Estate Broker, (Realtor)

EDUCATION
Associate of Arts, Architecture, Pierce
Community College, Pierce Community
College | Los Angeles CA
Bachelor of Science, City and Regional
Planning and Architecture, California
Polytechnic University San Luis Obispo
| San Luis Obispo, CA

PROFESSIONAL AFFILIATIONS
International Code Council | Member
Ventura Regional Chapter of ICC |
Former President
Coachella Valley Chapter of ICC |
Former President
Los Angeles Basin Chapter of ICC |
Committee Member
California Building Officials (CALBO) |
Committee Member
Certified Access Specialists Institute
(CASI) | Founding Member
California Association of Building
Energy Consultants | Member
California Real Estate Inspection
Association (CREIA) | Member, Trainer
Office of Emergency Services (OES) |
Safety Assessment Evaluator &
Coordinator

Hamidzadeh PE, CBO, CASp
Senior Plan Check Engineer
Mr. Hamidzadeh is an accomplished senior plan check engineer for CSG and brings over 33 years of experience in the building industry. He has experience serving as a plan check engineer, a building official, a building department director, an associate engineer, and as a planning aide for the Cities of Simi Valley, Palm Desert, and Agoura Hills, California. Mr.

Hamidzadeh also has extensive leadership experience having served as the former president for the Ventura Regional Chapter and the Coachella Valley Chapter of ICC and as one of the founding members of the Certified Access Specialist Institute.

RELEVANT EXPERIENCE
Owner| Development Solution, Westlake Village, CA
Mr. Hamidzadeh operates his own private business, Development Solution. His responsibilities include meeting clients, contract preparation, design, engineering, plan review, inspection, report preparation, and budgeting.

Building Official | City of Agoura Hills, CA
Mr. Hamidzadeh managed and directed the operation of the Building and Safety Department, including budget, plan review, permit issuance, inspections, and creating and enforcing policies and procedures. He also oversaw multiple contracts.

Director of Building and Safety Department | City of Palm Desert, CA Mr. Hamidzadeh oversaw the Building and Safety Department and its four divisions: Plan Review, Permit Issuance, Inspection and Code Enforcement. He managed multiple contracts and consulting programs including Animal Control and consultant plan review and inspection services. He was also responsible for the department’s budget.

Plan Check Engineer / Associate Engineer / Planning Aide | City of Simi Valley, CA Mr. Hamidzadeh served in various roles for 3 different departments during his time with the City of Simi Valley. He served as a planning aide for the Planning and Community Development Department, an associate engineer for the Public Works Department, and as a Plan Check Engineer for the Building and Safety Department. His responsibilities included preparing and presenting ordinances to the City Council, managing an $11M Storm Water Detention Facility, and plan checking and inspecting a variety of commercial and residential plans for code compliance.

Designer | Zuni Engineering Design, Chatsworth, CA
Mr. Hamidzadeh designed and engineered multiple buildings and roadways with the assistance of the Senior Engineer.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 56 of 284

20 Richard

LICENSES & CERTIFICATIONS
Licensed Civil Engineer
State of CA | 88934
Certified Building Official
Certified Fire Marshal
Certified Building Plans Examiner
Certified Residential Plans Examiner
Certified Commercial Plans Examiner
Certified Building Inspector
Certified Residential Building Inspector
Certified Building Code Specialist
| 8326066

EDUCATION
Master of Science, Civil Engineering,
California Polytechnic University, Pomona
| Pomona, CA
Bachelor of Science, Civil Engineering
University of California, Irvine
| Irvine, CA
Leadership Development for Public
Agencies, California State University,
Fullerton | Fullerton, CA

PROFESSIONAL AFFILIATIONS
California Building Officials Association
(CALBO)
International Code Council (ICC)
Orange Empire Chapter
Chapter Board Secretary 2021
Municipal Management Association of
Southern California (MMASC)

Supan , PE, CBO, CFM
Senior Plan Check Engineer
Mr. Supan provides building official and structural engineering services for CSG Consultants and its clients. He brings over 8 years of experience in the building industry and has served in managerial positions for the Cities of Los Angeles, Fullerton, and Anaheim. To this role, Mr. Supan brings expertise of complex commercial, industrial and residential structures in compliance with applicable building codes and ordinances, engineering standards and specifications, supplemental energy requirements, and ADA regulations.

RELEVANT EXPERIENCE
Plan Check Manager | City of Anaheim, CA
Mr. Supan provided code interpretations to the public, staff, and interdepartmental City employees.

He reviewed various construction plans, reports, and engineering calculations to determine if plans were in compliance with building codes and other construction regulations. He also monitored the plan review for all major projects and attended preliminary plan check meetings with architects.

Mr. Supan supervised the plan check team consisting of 4 Plan Check Engineers in the review of plans, specifications, and calculations on a variety of projects in the issuance of building permits for construction. He supervised, assigned, and reviewed the work of the staff and consultants to ensure work quality and the adherence to established policies and procedures.

Building and Safety Manager / Building Official | City of Fullerton, CA Mr. Supan managed the operations of the Building and Safety division of the Community Development Department which included permitting, plan checking, and building inspection staff in the application and enforcement of codes related to the construction, alteration, and occupancy of residential, commercial, and industrial buildings. He created new policies and standards in the implementation of changing state and local laws and conducted weekly division meetings with staff for discussion and training. He was also responsible for the management of the Building Division budget and prepared draft ordinances and reports for legal and City Council review.

Structural Engineering Associate III | City of Los Angeles, CA Mr. Supan performed plan check on the design, plans, specifications, and calculations on a variety of projects including new multi-story commercial buildings, mixed-use buildings, high-rise buildings, multi-story apartments, single-family dwellings, retaining walls, shoring, and other miscellaneous building structures for the issuance of building permits. He provided managerial and analytical support for a variety of complex and confidential administrative matters including critical and or/sensitive development projects. He also acted as the Building and Safety Department Liaison and communicated with the 15 City of Los Angeles Council District Offices and reviewed and prepared responses to proposed local building and zoning code draft ordinances presented by the City Attorney’s Office.

Notable projects that Mr. Supan was involved in while with the City of Los Angeles include:
• Managing emergency homeless shelter projects
• Participating as the Building Code liaison for Re: Code LA, which was the largest City of Los Angeles Planning Department initiative to create a new Zooming Code for Los Angeles.

Project Engineer | Plump Engineering, Inc. Anaheim, CA
Mr. Supan prepared complete design plans consisting of calculations and drawings in AutoCAD for commercial and residential projects including new construction, tenant improvements, and plan check corrections. He also performed calculations for commercial and residential projects involving gravity and lateral loadings for steal, concrete, and timber members.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 57 of 284

21 Lou

LICENSES & CERTIFICATIONS
CA Registered Civil Engineer | C46591
ICC Certified Building Official (CBO)
Certified California Access Specialist
(CASp)
Certified ICC Building Plans Examiner

EDUCATION
Master of Business Administration in
Financial Management
National University | San Diego, CA
Bachelor of Science in Civil Engineering
San Diego State University | San Diego,
CA

PROFESSIONAL AFFILIATIONS
San Diego Area Chapter of ICC
(Honorary Member)
- President 2006
- Vice President 2005
- Secretary 2004
- Treasurer 2003

El-Khazen PE, MBA, CBO, CASp
Senior Plan Check Engineer

Mr. El-Khazen is a Senior Plan Check Engineer for CSG Consultants. Has over 35 years of experience in building department operations as a plans reviewer, plan check manager, deputy building official and building official/code enforcement manager. He earned his Bachelor of Science Degree in Civil Engineering, a California Registered Civil Engineer, ICC Certified Building Official and Building Plans Examiner, and a Certified Access Specialist (CASp).

RELEVANT EXPERIENCE
Client Relationship Manager /Senior Plan Check Engineer | CSG Consultants, CA Mr. El-Khazen is a Senior Plan Check Engineer for CSG Consultants. He performs plan review of residential, commercial and industrial projects; examines and checks structural and civil engineering designs, calculations and plans of residential, commercial and industrial projects for conformance with adopted building codes and local ordinance and regulations; serves as the client relationship manager for the San Diego region.

Building Official/ Code Enforcement Manager | City of Chula Vista, CA Mr. El-Khazen managed the operations of the Building and Code Enforcement Divisions.

Planed, directed, organized and coordinated the activities and operations of the Building and Code Enforcement Divisions within the Development Services Department. He oversaw and managed a comprehensive plan check and building inspection program covering all construction activity on public and private property; the enforcement of building, Health and Safety, Business and Professions, vehicle, and City municipal and zoning codes that protect health, safety, and general welfare of residents and visitors.

Deputy Building Official | City of Chula Vista, CA
Mr. El-Khazen managed the day-to-day operations of the Building Division.

Directed, organized and coordinated the activities and operations of the Building Division within the Development Services Department; oversaw and managed a comprehensive building permit, plan check and building inspection program covering all construction activity on public and private property; provided highly responsible and complex administrative support to the Building Official.

Plan Check Manager | City of Chula Vista, CA
Mr. El-Khazen organized, directed and supervised the Building Plan Review Division.

Organize, directed, and supervised the operations of the Building Plan Review section to ensure work completion within specific time frames; planned, assigned and evaluated the work of subordinates, researched and provided reports on building regulation matters; Associate Structural Engineer | City of San Diego, CA
Mr. El-Khazen reviewed building plans and documents for compliance with State and local codes and regulations. He performed plan review of residential, commercial and industrial projects; examined and checked structural and civil engineering designs, calculations and plans of residential, commercial and industrial projects for conformance with adopted building codes and local ordinance and regulations.

Associate Structural Engineer | County of San Diego, CA Reviewed building plans and documents for compliance with State and local codes and regulations. He performed plan review of residential, commercial and industrial projects.

He examined and checked structural and civil engineering designs, calculations and plans of residential, commercial and industrial projects for conformance with adopted building codes and local ordinance and regulations.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 58 of 284

22 Fred

LICENSES/CERTIFICATIONS
Certified Building Official by CALBO
Certified Plans Examiner by ICC
Certified Accessibility Specialist by ICC
Certified Energy Plans Examiner by
California Energy Commission
Registered Civil Engineer in California,
Arizona, and British Colombia-Canada

EDUCATION
MS, Structural Engineering
California State University, Pomona, CA
BS, Civil Engineering
California State University, Pomona, CA

PROFESSIONAL AFFILIATIONS
California Building Officials (CALBO)
International Code Council (ICC)

TEACHING EXPERIENCE
Lecturer for seven years
University of California, Irvine, CA
Civil Engineering Review Course
Lecturer/Associate Professor
for three years
Cal State Polytechnic University,
Pomona, CA
Marzara MS PE CBO
Principal Plan Check Engineer
Mr. Marzara has more than 35 years of experience, including working as a Senior Plan Check Engineer and a Chief Building Official prior to joining CSG. Mr. Marzara is a Principal Plan Check Engineer and has significant experience and a sound educational background that provide excellent qualifications. He has a proven ability to work effectively with others under a broad range of conditions and varying environments. He is quality-conscious and dedicated to producing quality results. He has the ability to make critical decisions within strict timelines.

He is resourceful and adaptable, maintaining accuracy and quality in work performance and under stressful situations. Mr. Marzara is a self-motivated, disciplined individual who takes the initiative to work as part of a cooperative team effort.

RELEVANT EXPERIENCE
Principal Plan Check Engineer | CSG Consultants, Orange, CA Mr. Marzara have been working in the cities of Laguna Beach and Tustin reviewing complex residential and commercial projects and training the building department staffs including plan checkers, inspectors and permit technicians. Mr. Marzara helped the professionals, contractors, and property owners over the counter in those two cities and assist them for obtaining their building permits .

PREVIOUS EXPERIENCE
Chief Building Official | City of Lake Forest, CA
Mr. Marzara has over 8 years of serving the City of Lake Forest as their Chief Building Official.

The City received the Building Department of the Year Award in 2018-2019 while he was in charge of the Building Department. His responsibilities included managing the building department and supervisors to plan examiners, inspectors, permit technicians, and administrative assistants also, reviewing complete plan review of many large and complicated projects including the new Lake Forest City Hall campus with construction cost of 70 million dollars. He worked with the community development department and finance department preparing all reports and statistics. His work with the Energov program for daily business activities, prepared and implemented the process of code adoptions once every three years.

Senior Plan Check Engineer | County of Orange, CA
Mr. Marzara reviewed plans for code compliance for many expensive constructions of residential and commercial buildings. He completed coordination with grading section for foundation and drainage code compliance.

Senior Plan Check Engineer | City of Mission Viejo, CA
Mr. Marzara completed plan review for residential and commercial buildings, acting as the Building Official as needed. He worked closely with architects/ engineers to solve any issues of code compliance. Mr. Marzara reviewed two large apartment complexes in Mission Viejo, Adagio on the Green and Los Alisos at Mission Viejo. Both projects involved with accessibility requirements as well as structural/ architectural, plus life safety .

Plan Check Engineer | City of Santa Ana, CA
For over twenty years, Mr. Marzara was a plan check engineer for the City of Santa Ana. His responsibilities included handling architectural and structural plan evaluation for various types of construction and occupancy groups. He handled duties within building safety department. He was directly accountable for assigning and scheduling workflow/ projects as well as supervising and evaluating staff members. He interacted with engineers, architects, contractors, developers and property owners to provide information and assistance. He offered sound technical advice in resolving complex structural engineering issues.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 59 of 284

23 Gerald

LICENSES & CERTIFICATIONS
Certified Energy Plans Examiner,
Non-Residential
California Energy Commission
| NRE-98-1001
Certified Energy Plans Examiner,
Residential
California Energy Commission
| RES-93-1016
IAPMO Certified Mechanical Inspector
IAPMO Certified Plumbing Inspector

EDUCATION
Associate of Arts Degree
Coastline Community College
| Fountain Valley, CA

Quast
Principal Plans Examiner
Mr. Quast joins CSG as a plans examiner and provides plumbing and mechanical plan review for our public agency clients. He brings with him over 30 years of Public Agency experience providing inspection and plan check services for the City of Anaheim.

RELEVANT EXPERIENCE
Plumbing / Mechanical Plans Examiner | City of Anaheim, CA Mr. Quast most recently served as the plumbing/mechanical plans examiner for the City of Anaheim. Beginning his Public Agency career as a combination building inspector, he transitioned to the Plan Check Section, and while providing plans examiner services to the City, Mr. Quast was also the staff training coordinator for eight years. During his time at Anaheim, he provided plumbing and mechanical plan check services for such projects as the Anaheim Arena, the Anaheim Stadium Expansion, several Anaheim Convention Center Expansions, the downtown ice hockey rinks, and numerous redevelopment projects. He has also reviewed plans for numerous Hotel/Motel and high-density residential developments, office buildings, parking structures, tenant improvements and warehouse projects, and numerous Resort District and amusement park expansions.

Construction & Building Codes Instructor | Fullerton Community College & Coastline Community College
Mr. Quast brings over 28 years of experience as a community college instructor, delivering construction and building code courses for Fullerton and Coastline Community Colleges. While teaching plumbing, mechanical, and building codes, Title 24 Accessibility/Energy, basic code enforcement, and blueprint reading, he has also delivered training seminars for CALBO, ICC, and IAPMO Chapters.

Plumbing Apprenticeship/Journeyman Training | Plumbing Contracting Mr. Quast previously worked with a residential and commercial plumbing company for 15 years. After completing a 5-year California State plumbing apprenticeship program, he worked as journeyman and foreman, as well as in labor-supervision, estimation, purchasing, and as a corporate officer before becoming a plumbing contractor.

NOTABLE PROJECT EXPERIENCE
Sofi Stadium | City of Inglewood, CA
Commercial Cannabis Business Odor Management Systems | City of Santa Ana, CA Multiple Residential Projects | City of Beverly Hills, CA Projects while working with the City of Anaheim, CA
• Numerous Projects within the Disneyland Resort District and Amusement Parks • The Anaheim Arena
• The Anaheim Stadium Expansion
• Several Anaheim Convention Center Expansions
• Multiple Downtown Ice Hockey Rinks
• Numerous Redevelopment Projects
• Numerous Hotels/Motels
• Numerous High-Density Residential Developments, Office Buildings, Parking Structures, Tenant Improvements, and Warehouse Projects Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 60 of 284

24 Frank

LICENSES & CERTIFICATIONS
Residential Building Inspector
Commercial Building Inspector
| ICC 860170

EDUCATION
Advanced Construction Technology
Courses
| Coastline Community College, Chico, CA

PROFESSIONAL AFFILIATIONS
International Association of Plumbing and
Mechanical Officials Member

Biangone
Principal Plans Examiner

Frank Biangone serves as a Senior Plans Examiner for CSG and its clients. With over 30 years of experience, Mr. Biangone is a highly knowledgeable code professional with expertise gained through extensive experience performing building plan review and inspection services for the City of Huntington Beach, CA.

RELEVANT EXPERIENCE
Senior Commercial and Residential Combination Inspector | City of Huntington Beach, CA Mr. Biangone served the City of Huntington Beach for more than 30 years, including 5 years as Senior Commercial and Residential Combination inspector and 25 years as Principal Plumbing and Mechanical Plan Checker/Inspector performing both paper and electronic plan review.

His responsibilities included performing all commercial and residential plumbing and mechanical plan check for all projects throughout the City of Huntington Beach, assisting the Fire Department with water metering and backflow applications for water sourced fire suppression systems along with plan check of fan-assisted smoke evacuation systems, assisting the Public Works Department with onsite sewer and water plan checks, and working in conjunction with Huntington Beach Code Enforcement to assist with plumbing and mechanical code enforcement issues. Mr. Biangone also attended pre-construction meetings with contractors, designers, architects and engineers on high profile, large scale projects. Other duties included, writing numerous plumbing and mechanical policies for the City, assisting in the redesign of plumbing and mechanical permit forms and plumbing and mechanical plan check correction logs, and designing and performing weekly plumbing and mechanical training activities for field inspectors and managers.

Notable nonresidential plumbing and mechanical plan check projects successfully performed for the City of Huntington Beach include:
• The Strand with the Shore Break Hotel
• Hyatt Regency Resort
• Pacific City Commercial and Retail
• Bella Terra mall
• C&D Aerospace
• Hilton Waterfront Resort
• Quiksilver
• Rainbow Environmental Services Recycle Plant
• Huntington Beach Senior Center
• Hoag Health Medical Center
• Memorial Health Center
• Brethren Christian School
• OSHPOD 3 Plumbing and Mechanical Reviews
Notable multi-family residential projects reviewed include:
• The Lofts
• Boardwalk
• Village at Bella Terra
• Elan
• Luxe
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25 Mark

LICENSES & CERTIFICATIONS
Building Inspector
Electrical Inspector
Plumbing Inspector
| ICC 1026285
State of California Contractor’s
License C-10 | 387649
Sallee
Principal Plans Examiner

Mark Sallee serves as a Senior Plans Examiner for CSG and its clients. He has over 40 years of experience in the construction industry, 21 of which were as a City of Anaheim employee performing building inspection and plans examiner services. Mr. Sallee’s thorough knowledge of the code and plan review and inspection processes allow him to provide the highest quality of services to our clients.

RELEVANT EXPERIENCE
Plans Examiner II | City of Anaheim, CA
As a Plans Examiner II, Mr. Sallee performed the following duties: Reviewing commercial, residential, hotel and intuitional electrical plans for conformance to current building codes; reviewing residential and commercial photovoltaic and fuel cell systems; and reviewing residential and commercial demolition plans, swimming pools, signs and residential ADU’s.

Building Inspector II & III | City of Anaheim, CA
As a Building Inspector II & III, Mr. Sallee performed some of the more complex building inspections, including inspections during the construction of Disney’s California Adventure, and major retrofits at Disneyland Park, the Anaheim Convention Center, Angle Stadium, Arrowhead Pond, and Boeing Industries, among others.

Mr. Sallee also performed combination-building inspections, electrical plan check, and acted in the capacity of supervisor as needed to support Management.

National Electrical Code Instructor | Coastline Community College, Fountain Valley, CA Mr. Sallee taught the NEC in a community college format.

Electrical Instrumentation Inspector | Koury Inspection, Carson, CA Mr. Sallee worked primarily in a Class I division I and division II hazardous location. He conducted inspections on heavy industrial electrical installations as a third party inspector for the ARCO Refinery in Carson Ca. This work included inspecting electrical sub stations to 69 KV, services to 4,000 amps, and motors to 3,000 horsepower, sub panels transformers, lighting, receptacles and general electrical equipment.

Electrical Contractor | Sallee Electric Co., Westminster, CA Mr. Sallee performed work on residential, commercial and light industrial projects. His duties included electrical engineering, drafting, plan preparation, lighting design, payroll, estimating, and job site supervisor, as well as electrician and troubleshooter.

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26 Jimmy

LICENSES & CERTIFICATIONS
Mechanical Professional Engineer

EDUCATION
MS in Mechanical Engineering California
State Polytechnic University, Pomona
BS in Mechanical Engineering
University of California, Irvine

PROFESSIONAL AFFILIATIONS
The American Society of Mechanical
Engineers (ASME)
Secretary
Le MS, PE
Associate Plan Check Engineer
Mr. Le provides comprehensive mechanical and plumbing plan review and permit technician services on behalf of CSG and its clients. His role involves meticulously evaluating mechanical and plumbing system design to ensure they meet all codes and regulations. As a result- oriented and highly motivated professional, Mr. Le excels in managing complex projects, demonstrating exceptional skills in both independent and collaborative work environments.

He effectively communicates with team members and clients ensuring clarity and efficiency throughout the project plan check cycle. His self-motivation and commitment to excellence enable him to deliver high-quality outcomes within strict deadlines, contributing significantly to the successful completion of projects.

RELEVANT EXPERIENCE
Building Plans Examiner | CSG Consultants, Inc.

Mr. Le performs mechanical and plumbing plan check across multiple jurisdictions to ensure compliance with California Mechanical and Plumbing Codes along with other codes and standards. His responsibilities include evaluating system layout. For mechanical systems, this includes evaluating HVAC layout, ductwork, equipment specifications, and energy efficiency.

For plumbing systems, it involves checking pipe routing, fixture placements, water sizing calculations, and drainage. Some notable projects include plan check for the city of Santa Ana commercial cannabis businesses evaluating HVAC systems for climate control and odor management and assessing complex plumbing needs such as high-capacity system and secure water supply configurations. Reviewing multi-unit condominiums for the city of Fullerton and its multi-unit HVAC systems for efficient heating, cooling and ventilation as well as adequate water supply, waste management and integration with other residential systems across multiple dwellings. This ensures proper integration with other building systems such as electrical and HVAC, and verifies that all designs meet safety, performance, and regulatory requirements.

As an intern, one of Mr. Le’s main responsibilities includes preparing plans and specifications to redesign an outdated Oil Dock facility at OCSD under supervision of Engineering Supervisor.

Tasks include researching articles on storage methods and designing exhaust/HVAC system using AutoCAD. Another responsibility includes conducting fieldwork with Associate Engineers to collect and input data of specialized equipment onto Maximo. Mr. Le is collaborative individual working with Assistant and Associate Engineers as well as operators and contractors to improve capital assets.

Mechanical Engineering Intern | Orange County Sanitation District As an intern, Mr. Lee would: collaborate with Assistant and Associate Engineers to prepare plans and specifications for minor engineering projects. Mr. Lee would also collect data, entry, tabulation and analysis for special projects and reports Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 63 of 284

27 Chi

LICENSES & CERTIFICATIONS
Professional Engineer, PE (CA) | 337020
Structural Engineer, SE (CA) | 3227
ICC Certified Plans Examiner
ICC Certified Building Official
Certified Access Specialist (CASp) | 1033

EDUCATION
Master of Science in Civil Engineering
University of Washington | Seattle, WA

Yang MS, PE, SE, CBO, CASp
Senior Structural Engineer
Mr. Yang is a Senior Structural Engineer for CSG Consultants. He brings more than 46 years of building industry experience to CSG and its clients, having served the City of Los Angeles, City of Fullerton and most recently the County of Orange in a variety of building division roles.

RELEVANT EXPERIENCE
Senior Structural Engineer | CSG Consultants, Orange, CA Mr. Yang is a Senior Structural Engineer for CSG Consultants.

Building & Grading Plan Check Supervisor | County of Orange, CA As Building and Grading Plan Check Supervisor for the County of Orange for a 12-year span, Mr. Yang performed plan review and supervised Plan Check Engineers and Engineering Geologists. In this role, he was also responsible for preliminary reviews and suggesting different design options for customers.

Building Official & Plan Check Engineer | City of Fullerton, CA As Plan Check Engineer for the City of Fullerton for a 10 -year span, Mr. Yang provided plan review for larger and complex projects, while supervising the Associate Plan Check Engineer.

He later served as the City’s Building Official from 2010-2011.

Structural Engineer| City of Los Angeles, CA (Department of Building & Safety) For a 12-year span, Mr. Yang provided plan review for the City of Los Angeles Building and Safety Department, in addition to supervising the Major Structure Section, Research Report Section, Public Counter and San Pedro branch office operations. This included providing preliminary reviews and suggesting different design options for customers.

Structural Design| Various Structural Engineering Consulting Companies (WA, CO & CA) For more than 10 years, Mr. Yang provided structural design for various types of residential, commercial and industrial buildings throughout the states of Washington, Colorado and California.

NOTABLE PREVIOUS EXPERIENCE
Getty Museum | City of Los Angeles, CA
22-story High Rise Condo | City of Los Angeles, CA
St Jude Medical Office Complex (including OSHPD 3 requirements) | Fullerton, CA Musick Jail Facility Expansion in Irvine | County of Orange, CA

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PROPOSAL TO THE CITY OF VISTA

AS-NEEDED BUILDING P LAN CHECK SERVICES

28 Attachment B: Sample Work Product 5 SECTION
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Letter of Transmittal

3707 West Garden Grove Blvd., Suite 100, Orange, CA 92868 phone 714-568-1010 fax 714-568-1028 www.csgengr.com NEW – BPR - 160801

To: City of Brea Date: Redacted Review #: 1
1 Civic Center Circle CSG #: Redacted
Brea, CA 92821 Agency Plan Check #: Redacted
Attn: Building Department Job Address: Redacted

Job Description:
5-story building with 114 workforce residential units.

Status: Plan is ready for permit issuance for the following:

Plan is approved. Architectural Energy
Plan is approved with conditions. See remarks. Structural Other:

Plan is approved with redlines. See remarks. Plumbing
Plan is approved with redlines and conditions. See remarks. Electrical X Plan requires corrections. See attached list. Mechanical

We have reviewed the following documents ( X Digital only):

X Plans Truss Letter
X Structural Calculations Energy Calculations
X Soil Report Specifications
Geotechnical Letter Special Inspection Form(s)
Truss Calculations Other:

Special items to note:

Plan has been stamped and signed by CSG
Environmental Health Services approval required

Special inspection required
for
Structural Observation is required after permit issuance Hardship Form included

Verify code interpretation by City / County on page
no.

Please collect a plan review fee for hour(s) of plan check. Amount: $

Remarks:

From: Eric Haghani, S.E. / Mike Teemant MCP CBO
CSG Consultants

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CITY OF BREA

COMMUNITY DEVELOPMENT DEPARTMENT

BUILDING & SAFETY DIVISION

PLAN REVIEW CORRECTION LIST

Date: 2/2/2022 Jurisdiction: Brea
CSG #: Redacted
Agency Plan Check #: Redacted
Job Address: Redacted
Job Description: 5 story building with 114 workforce residential units.

REMINDER

1. All sheets of final plans, and documents prepared by a registered design professional submitted including subsequently corrected and revised plans need the stamp and wet signature of architect/engineer and the signing date of the engineer who is responsible for the preparation of the plans, and/or any documentation.

2. For electronically submitted plans, please resubmit a complete set of plans and documents upon every resubmittal. Any missing plan sheets, missing stamps and/or signatures (where required) may result in significant delays on the plan review and approval process.

3. Change to the plans not the result of a plan review comment or new information added to the plan set must be noted in the written response or the project may be returned without a plan review. Additionally, there may be additional comments or plan review fees.

4. All plan sheets – the plan are official City documents – “hand-written” information is not permitted; and the use of liquid-paper, or revisions taped/glued/stapled to the plans is not permitted. Please revise original “vellum” and re-print.

5. RESPONSE TO CORRECTIONS: Provide a written response to this correction letter. Indicate the nature of the change, the sheet number and detail or note number on the plans where the corrections are made. Submittal without a written response is considered as INCOMPLETE and will be returned without a plan check performed.

6. Separate review and approval may be required from other Departments such as Planning/zoning, Engineering/Public Works, Fire Department, Health Department, etc. Contact City permit counter for requirements.

Directions for Re-submittal

Please submit two (2) complete sets of revised plans and (2) sets of supporting documents along with this correction list. Also, include a response letter which addresses each item on the correction list and identifies their location on the plans by use of: (1) corresponding re vision ^ delta numbers and (2) clouds or highlights for reference. Resubmittals which do not include this information may delay the plan check process. Please note: Application for plan review on this project will expire 180 days from the mailing date of these corrections, if a resubmittal has not been filed within that period.

Should you have any questions regarding this procedure, please feel free to call CSG’s DRT at 714-568- 1010 or by email [email protected].

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7. There are no markups on the plans. All comments are in the plan review comments/check list.

BUILDING REVIEW COMMENTS

Drawings = 199 Sheets; Documents = 1,903 pages

GENERAL INSTRUCTIONS AND APPROVAL REQUIREMENTS

1. REMINDER - The applicant shall obtain clearances/approvals for the following prior to building permit issuance; please contact City permit counter for all requirements:
- Planning Division approval
- Fire Department approval
- Public Works Agency approval
- Grading Permit
- School District Compliance Certificate
- Proof of Worker’s Compensation Insurance (required at the time of permit issuance).

2. School Fees: Please provide a complete school fee tabulation exhibit and provide total areas for habitable and non-habitable areas. School developer impact fees shall be paid prior to issuance of building permits.

3. Please clarify if the applicant is seeking LEED credits. If so, prior to permit issuance, the project LEED AP shall review the plans and provide a review letter stating that as designed, the project should meet the LEED credits selected and the mandatory provisions of the 2019 CALGreen Code.

4. Final Plans:
a. Final drawings and calculations shall be stamped and signed by the Registered Design Professional and shall include the date of signing below the stamp. (Business & Professions Code 5536.1, 5802, & 6735)
b. The geotechnical engineer shall review and approve foundation plans for general conformance with their recommendations. Verification of review may be by review stamp on foundation plan or by letter.

NON-STRUCTURAL

1. Please include a copy of City of Brea Construction and Demolition Recycling Requirements on the plans.

For the form please visit: https://www.ci.brea.ca.us/125/Building-Safety-Information .

2. Please add a note that all site work for accessibility will be reviewed and inspected based on an approved architectural site accessibility plan and not the civil or landscape plans.

3. California Assembly Bill 3002 encourages the applicant and property owner to seek a CASp (Certified Access Specialist) consultation and inspection of the property. Please clarify if a CASp consultant is provided for this project. Please incorporate all findings and a letter of compliance if a CASP consultant is part of the design team.

4. Sheet A0.00 - Title Sheet:
a. Deferred Submittal: Please update the deferred submittal items and include the items on the structural sheet SN1. Deferred submittals require prior approval from the City; please check and confirm with the City.
i) If approved by the City, the solar PV can be a deferred submittal; add a note that solar PV plans shall be submitted and approved by the City prior to rough electrical inspection.

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b. Separate Permit: Please identify all items that are under separate permit (i.e., grading, landscape plans, etc.).
c. Provide a note on the plan: “Deferred submittals to be reviewed by project architect or engineer of record and certified prior to submittal for plan review.”

5. Egress:
a. On the plans, please clearly identify the accessible mean of egress elevator that complies with Section 1009.4. (1009.2.1)
b. Please clarify the egress (and number of required egresses) from the 3rd floor podium without re- entering the structure. In addition, please check the capacity of the exterior stair. c. Please show the egress from the paring area (on the 2nd floor). d. Please clarify the egress from the storage room (on the 1st floor). e. Exterior Exit Stairway (on the South side): Please show compliance with CBC Section 1027 (open side, location, 10 ft. clearance, etc.).
f. Residential units within primary entrance that opens into the exit passageway: The exit passageway shall not be used for any other purposes. (1024.1)
g. Exit stairway: Discharge identification complying with section 1023.8 shall be provided at the exit stairway that goes below the level of discharge. Please clearly cross-reference detail on the plan. h. Stairway identification signs complying with Section 1023.9 shall be provided at each floor landing in an interior exit stairway. Details/information shall be clearly cross-referenced onto the plan. i. Exit passageway: Please coordinate with mechanical plans and provide details for exit passageway ventilation. Exit passageway shall comply with Section 1024.7. j. Exit discharge shall be illuminated per CBC 1008.2.3. k. Please provide/clarify the locations of the tactile exit signs. CBC 1013.4 l. Multiple means of egress (including stairs) shall be sized such that the loss of any one means of egress shall not reduce the available capacity to less than 50 percent of the required capacity. (CBC 1005.5)

6. Parking Summary, Calculations, and Drawings:
a. Please provide a parking count summary and show the number of parking stalls, residential parking stalls, guest parking stalls, public parking stalls, accessible parking stalls, accessible van stalls, EV charging stalls, accessible EV charging stalls, etc.
b. Residential parking spaces: Please confirm that the residential parking spaces will be assigned parking. Otherwise, provide 5% of provided parking spaces to be accessible. c. Specify the total number of parking spaces and disabled parking spaces required by Table 11B- 208.2 and 1109A.
d. Provide tabulation to show total number of EVCS (electric vehicle charging station) on the parking lot. Specify how many van accessible, standard accessible and ambulatory stalls are provided in accordance with Table 11B-228.3.2.1. (11B-228.3.2)
e. CalGreen – Chapter 4: Please clarify number of provided EV ready parking spaces vs. required EV ready spaces. The minimum number of EV ready infrastructure shall meet the required space.

Please revise EV ready infrastructure summary and plan accordingly. Coordinate with electrical plan for electrical conduits/raceways and electrical loads.

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f. CalGreen – Chapter 5: Low-emitting vehicle parking spaces – the provided Low-E parking stalls shall comply with the required number parking. Please coordinate and revise plan accordingly. g. Please show the accessible path-of-travel from the accessible stalls to the stairs/elevators/ circulations.
h. Please clarify with the City if the minimum stall widths at obstructions (walls/columns) are different (wider) than interior stalls.
i. Sheet A1.21:
i) Please revisit the electrical room door swing and indicate the rated amperage. CBC 1010.1.10. ii) Please call out 24” strike side clearance at the Stair 1 exterior door. iii) Men & Women Restrooms: Please revisit and graphically show the 5 ft. clear radius in the proper location.

7. Sheet A0.41: Please revisit the opening areas, in some areas, the opening is larger than the allowable openings (i.e., South Elevation Level 3 = 10,54 SF > 997.2 SF). Please clarify what the difference between the opening shown in the tables and the provided opening are?

8. Details 4 & 5/A0.50: Please revisit and edit the phone number shown.

9. Roof deck amenity: Please clearly clarify on plan whether the roof deck assembly area would be open to public or it is limits to residential tenants use only. Additional comments/clarifications may be required (restrooms, drinking water, etc.).

10. Electrical Rooms: Electrical rooms with equipment rated 800-ampers or more and over 6 ft. wide, and that contain overcurrent devices, switching devices or control devices with exit or exit access doors, shall be equipped with panic hardware and doors shall swing in the direction of travel. (CBC 1010.1.10)

11. Assembly: Any room used that is used for an assembly purpose shall have the capacity of the room posted in a conspicuous place on an approved sign near the main exit or exit-access doorway. (CBC 1004.3)

12. Please identify the emergency egress & rescue windows where missing on the plans (i.e., see floor plans and Details 1, 2 & 3 on Sheet A4.10, Sheet A4.20 thru A4.22, etc.). a. Please include 44” max. sill height on Sheet A7.10.

13. Please call out the locations of the carbon-monoxide detectors typical.

14. Sheet A3.21: Please clarify the construction dropped ceiling shown in Sections 1 & 2.

15. Sheet A3.23 – Sections 3 & 4: Please clarify and call out ventilations at the exterior decks (and the compound ceilings).

16. Please design, detail, coordinate (with structural), and cross-reference all guards, vehicle barriers, and parapets.

17. Fire walls, fire barriers, fire partitions, smoke barriers and smoke partitions or any other wall required to have protected openings or penetrations shall be effectively and permanently identified with signs or stenciling. Such identification shall: CBC 703.7
a. Be located in accessible concealed floor, floor-ceiling or attic spaces; b. Be located within 15 feet of the end of each wall and at intervals not exceeding 30 feet measured horizontally along the wall/partition; and

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c. Include lettering not less than 3 inch in height with a minimum 3/8 inch stroke, incorporating the suggested wording: "FIRE AND/OR SMOKE BARRIER-PROTECT ALL OPENINGS," or other wording.

18. Stairways: Sheets A5.11, A5.31, A5.41, A5.51, etc.:
a. Handrails shall extend a minimum of 12” beyond the top nosing and 12” plus the tread width beyond the bottom nosing, exclusive of bends, and ends shall be returned or terminate in newel posts or safety terminals. (11B-505.10.2, 505.10.3 & figures 11B-505.10.2, 505.10.3). b. Handrail extension return bottom shall be 27 inches maximum above finished floor. (11B-307.2) c. Handrail extensions shall be in the direction of travel (stair flight) per CBC 11B-505.10.2. Please revisit stair details & notes and revise where applicable (i.e., see Note 3C/A5.51). d. Sheet A5.31: Please revisit the required maneuvering clearances at the doors (typical at all stair detail locations). See screenshot below (showing handrail extensions into this required clear area):

e. Sheet A5.51: Please revisit the courtyard stair handrail at the bottom of the stair, it shall be straight and uninterrupted.
f. Please call out the rise/run of the courtyard steps.

19. Please clarify and call out the required strike edge clearance at the leasing office in 1/S6.10.

20. Centerline of water closet shall be 17”-18” from sidewall (i.e., see restrooms on 1/A6.10, 7 & 10/A6.11, 5/A6.31, etc.). 11B-604.2

21. The washing machines & cloth dryers shall comply with 11B-214.1 & 11B-611.

22. The maximum effort to operate doors shall not exceed 5 pounds for both the exterior and interior doors. (CBC 11B-404.2.9)

23. Operable parts of door hardware shall be 34” minimum and 44” maximum above the finish floor or ground. (11B-404.2.7)
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24. Please show/call out the Reach Ranges:
a. Electrical Reach (11B-308.1.1, 11B-308.1.2):
i) Controls, switches, & receptacle outlets low reach shall be measured to the bottom of the outlet box and the high reach shall be measured to the top of the outlet box. b. Forward Reach (11B-308.2):
i) Unobstructed high reach shall be 48 inches maximum and low shall be 15 inches minimum above the finished floor.
ii) Obstructed high reach shall be 48 inches maximum when reach depth is 20 inches maximum. iii) Obstructed high reach shall be 44 inches maximum when reach depth is greater than 20 inches but less than 25 inches.
c. Side Reach (11B-308.3):
i) Unobstructed high reach shall be 48 inches maximum and low shall be 15 inches minimum above the finished floor.
ii) Obstructed high reach shall be 48 inches maximum when reach depth is 10 inches maximum. iii) Obstructed high reach shall be 46 inches maximum when reach depth is greater than 10 inches but less than 24 inches.

25. Sheet A8.20 – Details 12 & 13: Please revisit the notes and correct the drafting errors (blended texts).

26. Sheet A8.30 – Details 1 & 2: Please revisit the notes and correct the drafting errors (blended texts).

27. Special Inspections:
a. Call out special inspections for sprayed fire-resistant material (SFRM) per CBC 1705.14. b. Special Inspection is required for fire proofing and penetrations (CBC 1705.1.1); please provide complete notes in a conspicuous area.

STRUCTURAL

28. Sheet SN1:
a. Please revisit and edit/update the codes/standards to the current codes/standards in effect, for instance, see:
i) Manufactures Wood Beam Note 1 (refences the 2016 CBC) ii) Open Web Wood Truss System Note 5 (references ASCE 7-10) b. Design Loads – please revisit and update as applicable (i.e., Fa should be 1.2)

29. Sheet SN2:
a. Please revisit and edit/update the codes/standards to the current codes/standards in effect, for instance, see:
i) Structural Observation notes (referring to the 2013 CBC) ii) Power Actuated Fasteners (please edit ICBO, they are no longer in service).

30. Sheet SN3:
a. Please revisit and edit/update the codes/standards to the current codes/standards in effect, for instance, see:
i) Wind Load Design (referring to Costa Mesa Municipal Code & 2019 CRC) Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 72 of 284

ii) Main Wind Load Resisting System (footnote referring to AQSCE 7-10).

31. Copy pages of soil report recommendations onto full size plans. Include pages with recommendations including geotechnical observation and testing during construction, title page of soil report and the page with soil/geotechnical engineer’s stamp and signature.

32. Add this note to the site/foundation plan: "Soil compaction report shall be provided to the building inspector at the job site prior to construction of the retaining walls."

33. Add this note to the site/foundation plan: "Soil engineer shall inspect and approve foundation prior to construction of the retaining walls. Evidence of such inspection shall be provided to the Building Inspector at Foundation Inspection."

34. Provide soil engineer’s approval on site/foundation plan.

35. Please review and edit notes and detail references (where missing/not provided) and void/delete notes/details that are not applicable; for instance see:
a. Sheet SN4 (sheets AD-24, AD-25, AD-26, and SD5.13 in Notes 1 and 4 are not provided). b. Sheet S1:
i) Foundation Legend: Referenced Detail 17/SD6.2 (in 2 locations) is not provided. ii) Foundation Note: Details referenced in Notes 8, 10, 11, 12, and 14.

c. Sheets S4 thru SR: Please match the walls with the wall legend (solid color for interior bearing walls) or revise.
d. Sheet SR: Roof Framing Notes 11, 14, and 17 referring to details or sheet numbers that are not applicable.
e. Sheet TUF-P3:
i) Floor Framing Legend different shear walls (Sure Board, Hardy Frame, diagonal straps, etc.) are referring to details and sheets that are not provided. ii) Floor Framing Note 18 referring to Sheet SD5.17.

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36. Concrete Deck Plans:
a. Post-tensioned Concrete Notes - Maintenance Requirements for Post-Tensioned Garages & Floors:

Please add the following note: “In order for the concrete structure to remain serviceable, please provide guidelines and recommendations to the Owner on the need for maintenance of the concrete structure including, but not limited to the concrete slabs, beams, columns, and shear walls.” Attached below is a list of useful references:
i) Chapter 9 Maintenance, “Parking structures” by Anthony P. Chrest and Sam Bhuyan. ii) Guide for Structural Maintenance of Parking Structures, ACI Committee 362 (ACI 362.2r)”. b. NOTES ON PLAN: Slab forms should not be removed unless a specified compressive strength is reached, and an approval is obtained from the engineer of record. c. Provide schedule showing sequence of construction to ensure free movement of post-tensioned slab before connecting into rigid elements. Specify number of elapsed days after post-tensioning prior to connection to rigid elements.

37. Vehicle Loads:
a. Please clarify if the parking structure is required to be designed for heavy vehicle loads (including emergency vehicles) per CBC 1607.7.

38. Diaphragms, Chords, and Collectors:
a. Diaphragm stiffness. Diaphragm stiffness should be determined and considered in accordance with Section 12.3.1 of ASCE 7.
b. Transfer Diaphragm: Please identify the transfer diaphragms to transfer local forces out to the primary chord/struts of the main diaphragm. Framing members, blocking, and connections shall extend into diaphragm a sufficient distance to develop the force transferred into the diaphragm.

SDPWS 4.2.
c. Diaphragm discontinuities, openings, and reentrant corners. At diaphragm discontinuities, such as openings and reentrant corners, the design should show that the dissipation or transfer of edge (chord) forces combined with other forces in the diaphragm is within shear and tension capacity of the diaphragm. (Section 12.10.1 of ASCE 7)
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d. Please address the force transfer around openings & at the re-entrant corners. For instance, see Sheet S4 Stair 1, Stair 2, Elevator 2, and corner at Gridlines C & 3.5 (typical on all sheets).

e. Please revisit and address the unsupported curved floor between Gridlines 1 & 2 and F & G (please also address the shear load transfer in the supporting shear wall and address the jog at Gridlines 1 & F.
f. Please address the lateral loads and load transfer at the laterally unsupported area between Gridlines 7 & 7.5 and B.5.

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39. Shear Walls:
a. Provide shear connection details, properly referenced, at all shear walls. b. Interior Shear Walls: A collector is required at all interior shear walls (shear walls define diaphragm boundary location and all edges of a diaphragm shall be supported by boundary elements per ASCE 7 Section 11.2). ASCE 7-16 Section 12.10.2
c. Please revisit and edit the exterior shear wall at Stair 2 (note the jog in the shear wall). d. Show edge of bearing plates (BP) to be within ½” from the sheathed edge of the sill plate and detail where shear panels occur on both sides of the shear wall. (IRC R602.11.1 & SDPWS

4.3.6.4.3)

40. Details:
a. Please provide grade beam attachment details to the footings/pads (show and call out the extension of the rebars & ties).
b. Please address the curved W16x50 steel beam on Gridlines 1 & A and show end supports. c. Please provide specifications & calculations for the Studrails (15/SD4.4). d. Shear transfer details on Sheets SD5.5 & SD5.6: Please revisit and edit/complete the shear transfers; for instance:
i) Please graphically show the floor sheathing B.N. in the blocking/rim joist (some are shown right at the edge or in-between 2 blockings, i.e., see Details 6 & 10/SD5.6). ii) Please revisit rim joists called as “Blk’g @ 32” o.c.” with floor sheathing B.N. attached to it (i.e., see details 9 & 10/SD5.5 and 13 & 15/SD5.6). Solid blocking is required between the perpendicular floor joists over the walls.
iii) Detail 11/SD5.5: The specified blocking shall be solid (called out at 32” o.c.). iv) Continuity of the shear transfer from upper floor to lower floor (i.e., see Sheet SD5.6 Details 3 & 7).
e. Detail 11/SD5.10: Please clarify the metal stair stringer attachment to the wood beam at dropped condition).
f. Detail 14/SD5.10: Please provide calculations for the guard attachment and provide attachments to the supporting member to transfer the lateral loads. Reminder to provide Sheet AD-31 as referenced in Details 2 & 14.
g. Please provide design & support details for all parapets. h. Please provide calculations for the bearing plate in detail 17/SD7.1.

41. Structural Calculations:
a. Please verify that the fundamental period of vibration is less than 0.5 seconds per assumptions in the soils report.
b. Please check the wood diaphragm to see if it is a rigid diaphragm or a flexible diaphragm (ASCE

12.3).
c. Seismic Drift (ASCE Section 12.12.1): Calculate seismic drift based on deflections of each level with Cd and I factors using strength level forces per ASCE 7 Section 12.8. d. Please calculate and detail wall framing to support vertical plus lateral (out-of-plane) loads – review studs, headers, posts, etc. for the walls at the stair shafts.

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e. Please provide calculations for the shear wall uplift attachments (i.e., the accumulated loads at the continuous tie-downs) to the concrete deck. Check the capacity in cracked concrete.

42. Structural Calculations for Anchorage & Support of Non-structural/Architectural Items:
a. Please add structural calculations for anchorage and support of all architectural items including, but not limited to handrails, and guardrails at the exterior balconies, etc. to resist gravity and lateral loads.

43. Structural Calculations for Window Washing Equipment:
a. Coordinate with Architect of Record to show exact location and quantity of window washing roof mounted davit socket penetrations on roof PT plan. SEOR to review the latest WW sheets. CBC 1607.10.3 & 1607.10.4.
b. Please provide manufacturer’s cut sheets and design loads for the elevator and window washing equipment.
c. Please add cut sheets in an appendix to the structural calculations. d. Please indicate the weights of the elevator and window washing equipment on the framing plans.

44. Structural Calculations and Details for Anchorage of Vehicle Barriers:
a. Please provide structural calculations and anchorage details for vehicle barriers. Per CBC Section 1607.8.3, vehicle barriers for passenger cars shall be designed for 6,000 pounds in accordance with ASCE 7 Section 4.5.3.

45. Special Inspections:
a. Periodic Special Inspection is required for wood shear walls, shear panels, and diaphragms, including nailing, bolting, anchoring, and other fastening to components of the seismic force resisting system where the fastener spacing is 4 inches and less on center. (CBC 1705.11.1)

MECHANICAL / PLUMBING / ELECTRICAL REVIEWS - Mike Teemant MCP CBO

1. See sheet M12 Building Department Notes 12. See CMC section 401.2 Filters. Provide “air filtration media for outside and return air that provides a Minimum Efficiency Reporting value (MERV) of 13.

MERV 13 filters shall be installed prior to occupancy and recommends for maintenance manual in compliance with Chapter 5, Division 5.5 of the California Green Code”.

Response: ______________________________________________________________________

2. See sheet E0.1 General Notes 17 and Special Notes 2, 3, 4, 5, 6, and 7. Provide reference note for the adopted codes the project is to comply with: 2019 California Building Code, 2019 California Electrical Code, 2019 California Mechanical Code, 2019 California Plumbing Code, 2019 California Energy Code, and 2019 California Green Building Standards. Revise all references to the 2019 codes.

Response: ______________________________________________________________________

3. See sheet E1.0, E1.1 and E2.0 utility/electrical rooms. Provide personnel doors as required in CEC 110.26(C )(3) Where equipment rated 800A or more contains overcurrent devices, switching devices, and control devices installed and there is a personnel door(s) intended for entrance to and egress from the working space less than 25 feet from the nearest edge of the working space, the door(s) shall open in the direction of egress equipment with listed panic hardware.

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Response: ______________________________________________________________________

4. See sheet P4.0 note. Revise reference note for the adopted codes the project is to comply with: 2019 California Building Code, 2019 California Electrical Code, 2019 California Mechanical Code, 2019 California Plumbing Code, 2019 California Energy Code, and 2019 California Green Building Standards.

Revise all references to the 2019 codes.

Response: ______________________________________________________________________

(End of Comments)

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Letter of Transmittal

3707 West Garden Grove Blvd., Suite 100, Orange, CA 92868 phone 714-568-1010 fax 714-568-1028 www.csgengr.com NEW – BPR - 160801

To: City of Hemet Date: Redacted Review #: PC1
445 E Florida Ave CSG #: Redacted
Hemet, CA 92543 Agency Plan Check #: Redacted
Attn: Building Department Job Address: Redacted

Job Description:

Proposed Master Plans ((Gateway [ID#4019], Pathmaker [ID#38213]and Visionary [ID#4028]) for Morgan Crossing – Canter (TRACT 35392))

Status: Hours:

Plan is approved. 1st plan check 14.5 (8.5 km; 6.0 mt) Plan is approved with conditions. See remarks. 2nd plan check Plan is approved with redlines. See remarks. 3rd plan check Plan is approved with redlines and conditions. See remarks. 4th plan check X Plan requires corrections. See attached list. Total:

Other:

We have reviewed the following documents ( Digital review only):

Plan Sets Energy Calculations
Structural Calculations Specifications
Soil Report Special Inspection Form(s)
Geotechnical Letter
Truss Calculations

Special items to note:

Plan has been stamped and signed by CSG
Environmental Health Services approval required
Special inspection required for
Hardship Form included

Remarks:

From: Kirk Miya, P.E.

Phone: (714) 568-1010
Email: [email protected]
CSG Consultants Inc.

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3707 West Garden Grove Blvd., Suite 100, Orange, CA 92868 phone 714-568-1010 fax 714-568-1028 www.csgengr.com NEW – BPR - 160801

CITY OF HEMET

BUILDING & SAFETY DIVISION

PLAN CHECK CORRECTION LIST

PERMIT #: Redacted ADDRESS: Redacted
Date: Redacted OWNER: Redacted
Plan Checker:

Kirk Miya, P.E.
([email protected])
Contact
Person: Redacted
Plan Checker
Tel: 714-568-1010 Contact Tel: Redacted
Description:

Proposed Master Plans (Gateway [ID#4019], Pathmaker [ID#38213]and Visionary [ID#4028]) for Morgan Crossing – Canter (TRACT 35392)
IMPORTANT NOTICE: Please return both this correction list and any marked drawings or calculations along with three (3) revised drawings when resubmitting. Please reference on the correction list where on the plans the corrections have been made to assist in providing a more timely review. Be advised that the plan review application for this project may expire 180 days from the date of original application.

Contact CSG Consultants, Inc at (714) 568-1010 or [email protected] for questions or comments.

General Comments:

1. Approved Plans and Documents Requirements:
a) Final drawings and calculations shall be wet or digital stamped and signed by the Registered Design Professional and shall include the date of signing below the stamp. Digital stamps and signatures must be noted as such on the plan. (Business & Professions Code 5536.1, 5802, & 6735)
b) Designer wet signature required on all sheets. (Business & Professions Code 5802). c) Transfer all revisions to the originals prior to printing. Revisions must not be handwritten or pasted/taped to the plans. Provide delta numbers for revisions and state the date and nature of the revisions on title block.

2. RESPONSE TO CORRECTIONS: Provide a written response to this correction letter. Indicate the sheet number and detail or note number on the plans where the corrections are made.

Submittal without a written response is considered as INCOMPLETE and may be returned without a plan check performed.

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I. GENERAL COMMENTS

1. Design Professionals. Except as provided for electrical and mechanical contractors doing the work, all plans shall be done by or under the responsible control/responsible charge of an architect or engineer licensed in the State of California to do so. And if that individual is an architect or engineer licensed in the State of California to do so, the plans shall be stamped and signed. And if that individual is an engineer, the plans shall also have the date of the signing of those plans [BPC 5536.1 and 6735].

2. Unique Sheet Numbers. Within the title block, please provide sheet numbers that are unique within the submittal set for referencing purposes.

3. Energy Documents.
3a. Font Size. Revise the presentation of the energy documents where the font size of San Serif fonts is less than 9-point.
3b. Ventilated/Unventilated Attic Spaces.
1) Coordinate the attic space conditions for ventilated attic/cathedral ceilings (unventilated attic/enclosed roof rafter spaces) with the architectural drawings. Ventilated attic spaces shall be shown with insulation at the ceiling level that separates the unconditioned and conditioned spaces as required by CEnC 150.0(a). See roof plans for vent requirements and sections for unventilated attic spaces. See Plan 2 for ventilated attic spaces and Plans 1 and 3 for unventilated attic spaces.
2) In ventilated attic spaces identify requirements for insulation at the ceiling level to separate the unconditioned and conditioned spaces as required by CEnC 150.0(a). 3) Where the design is for unventilated attic spaces, show that the distribution of the HVAC system is within the conditioned space.
3c. Responsible Person’s Declaration Statement. The architect shall complete the Responsible Person’s Declaration Statement at the end of the Certificate of Compliance, CF-1R energy form.

4. Truss Shops and Other Work Done by Others. Truss shops and other work done by others shall only be forwarded to the building department when the instruments of service comply with the general provisions of the building design and is so noted by the EOR.

5. Evaluation Report Requirements for Proprietary Products. Where proprietary products are specified, identify the source and reference number of the evaluation reports published by a nationally recognized evaluation agency that demonstrate that the product complies with the provisions of the 2018 IRC/IBC.

6. Wildfire Exposure. Where required by the City of Hemet, demonstrate that the designs are inn compliance with the wildfire exposure requirements of CRC R337.

7. Additional Comments. Additional comments may apply at recheck.

II. NONSTRUCTURAL COMMENTS
A. General

1. Responsible Person’s Declaration Statement. See comment in General Comment section above.

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3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

B. Cover Sheet (G0.00)

1. Scope of Work.
1a. General. Provide a sentence that concisely identifies the scope of work. (See description above).
1b. Wildfire Exposure. Specify if the project is required to comply with the wildfire exposure requirements of CRC R337 or not.
1c. Conditions of Approval. Provide a copy of the Conditions of Approval and demonstrate that the project reflects the requirements of those conditions. 1d. Exterior Sound Control. Provide a copy of the recommendations of the exterior sound control report and demonstrate that the plans reflect the requirements.

2. Site Location.
2a. General. Please clarify the site location.
2b. Vicinity Map. Please provide a vicinity map to
clarify the location of the properties similar to that
shown on the right as taken from the assessor’s
website for APN No. 476-010-052.
2c. Crossroad(s). Please correct the crossroads
where applicable.

3. Applicable Codes: Adoption and Amendments. At
the end of the list of applicable codes, add the
following—…as adopted and amended by the City of
Hemet, California.

C. General Notes (Sheets G0.01 and G0.02)

1. General Comments.
1a. Reference Numbers. Provide reference numbers for all notes so that they may be referenced.

2. General Construction Notes. On the cover sheet of the construction drawing set, provide the following notes:
2a. Cal/OSHA Construction Activities Permits [CCR, Title 8, 341]. Obtain Cal/OSHA construction activities permits where required by and in compliance with CCR, Title 8, 341 prior to the issuance of a building permit, such as where an individual is required to descend into an excavation 5-feet or deeper.
2b. Waste Management Program for Demolition and Construction Debris [CRC R334; CBC 420.11] Recycle and/or salvage for reuse a minimum of 65 percent of the nonhazardous construction and demolition waste in accordance with CGBSC 4.408. Please check with the jurisdiction for detailed requirements.

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3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

2c. Dig Alert 811 [GOV 4216]. Prior to any excavation—the excavator shall demarcate the area to be excavated and notify the regional notification center (DIG ALERT 811) as required by and in compliance with Section 4216 of the State of California Government Code. 2d. Stormwater Management and Erosion Control [CRC R300.1 and CGBSC 4.106]. Projects which disturb less than one acre of soil and are not part of a larger common plan of development which in total disturbs one acre or more, shall manage stormwater drainage and control erosion during construction in accordance with CGBSC 4.106. 2e. Size of Horizontal Sewer Lines [CPC Table 7003.2, Footnote 4]. Horizontal sewer lines serving more than 3- water closets shall be 4-inches or larger.

3. Manufactured Stone Veneer.
3a. Besides the type of the manufactured stone veneer, identify the manufacturer and the requirements of evaluation report as identified in the General Section above. For Cultured Stone® by Westlake Royal Stone, LLC, identify ICC-ES ESR-1364. 3b. Assemblies with Stone Veneer. Provide and reference assembly details. Demonstrate compliance with the stone veneer evaluation report.
3c. Stone Veneer over EIFS. Clarify how the stone veneer and the siding is to be applied over the synthetic stucco. When installed over framing for EIFS assemblies listed by ICC-ES, the EIFS installation shall be shown in compliance with Section 4 of the evaluation report. Please contact the EIFS manufacturer to see veneer installation possibilities and installation procedures.

4. Division 6 (Sheet G0.01), Wood and Plastics
4a. Section H (Fireblocking).
1) Unrelated Notes. Remove from the section those notes that are not related to fireblocking.
2) Required Locations of Fireblocking. Besides at the locations identified, identify the requirements for fireblocking—
a) In concealed spaces of stud walls and partitions—vertically at the ceiling and floor levels and horizontally at intervals not exceeding 10-feet. b) In concealed spaces between stair stringers at the top and bottom of the run. 3) Material Provisions [CRC R302.11.1]. Identify the acceptable fireblocking materials as found within CRC R302.11.1.
4b. Attic Access Requirements (2nd column from right, 6th paragraph from top, Sheet G0.01 and Municipality Note 2 on the Floor Plans)
1) General. Clarify the requirements for attic access.
2) Specify—
a) General Requirements. Where the attic space provides a minimum clear headroom of 30-inches for at least 30 SF, a minimum 22-inch by 30-inch attic access shall be provided.

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3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

b) Energy Requirements [CEnC 150.0(a) 2]. Where an attic access is provided, identify the requirements for the permanent of the assembly insulation to the access door by means of an adhesive or mechanical means as well as for a gasket around the opening to restrict air leakage.
c) Mechanical Appliance within Attic Space. Where a mechanical appliance is installed within the space [CMC 304.4],
(1) The attic access shall be not smaller than 30-inches by 30-inches or as required to accommodate the largest component of the appliance, whichever is the largest requirement.
(2) A minimum 30-inch square work platform with a minimum 30-inch clear headroom shall be provided at the service side of the appliance. (3) A minimum 24-inch wide pathway with a minimum 30-inch clear height shall be provided between the access to the work platform. The pathway shall not exceed 20-feet where the headroom height is less than 6-feet. (4) Attic spaces with mechanical appliances shall have switched lights with the switch near the entrance and the light near the appliance, and a 120-volt receptacle outlet near the appliance.
3) Note 7: Stairways [CRC R311.7]
a) Width [CRC R311.7.1]. Specify—The clear width at the handrails and below shall be at least 31-1/2 inches where the handrail is installed only on one side and at least 27-inches where the handrails are installed on both sides. b) Additional Details. Provide a reference to Details 400 and 401 for stairway details and 403 for the handrail.

5. Division 7, Thermal and Moisture Protection
5a. EIFS (Synthetic Stucco)
1) Akroflex Water Managed (WM) and Water Managed Plus (WM+) EIF Systems by Omega Products International, Inc. Where an EIF System is to be used, revise Note 1 to reflect a EIF system and the correct evaluation report as well as the proposed product.
2) EIFS with Drainage. Where an EIF System is to be used, identify the requirements for EIFS with drainage as required by CRC R703.9.2 for all substates except for concrete and masonry.
3) Installation.
a) Revise the notes.
b) Specify—EIFS systems shall be installed in accordance with the written installation instructions within the evaluation report and as provided by the manufacturer. c) Remove the specifications for the insulation—the insulation is a part of the system.

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3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

4) EIFS with Veneers and Siding. Where veneers and/or siding are specified over EIFS, clarify how the veneers/siding are to be applied without invalidating the warrantee of the EIFS and provide evidence within the construction documents that EIFS manufacturer with uphold the warrantee.
5) Wildfire Exposure. Where the project is required by the City of Hemet to be designed in accordance with CRC R337 for wildfire exposure, demonstrate that the exterior insulation and finish system (EIFS) can be used.
5b. Height of Omega EFIS Above
Grade and Paved Surfaces. Identify
a minimum 8-inches above exposed
earth and 6-inches above paved
surfaces as required by Omega
Products International, Inc (See
Omega Products International, Inc
details).
5c. Structural Panel Substrates.

Specify—When installed over a
structural panel substrate, the panels
shall be EXTERIOR or EXPOSURE 1
wood structural panels.
5d. Conventional Stucco. Where
conventional 3-coat stucco is to be
installed.
1) Certificate of Compliance, CF-
1R Energy Form. Revise the
forms to reflect the conventional
3-coat stucco and insulation
requirements of the exterior wall
assemblies.
2) Notes.
a) General. Revise the general notes to reflect the requirements for conventional 3- coat stucco rather than EIFS.
b) Conventional 3-Coat Stucco Over Rigid Insulation. Where conventional 3- coat stucco is to be applied over rigid insulation—identify the attachment requirements of CRC R703.15 for the attachment of the exterior wall covering over the insulation based upon weight of the wall covering, the thickness of the insulation and the proposed substrate.
c) Clearance Above Exposed Earth [CRC R318.4]. Identify a minimum clearance of 6-inches between foam plastics and exposed earth.

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3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

5e. Note 3. Insulation Requirements. Remove the note or coordinate the insulation requirements with the Certificate of Compliance, CF-1R energy forms. Demonstrate that all assemblies between unconditioned and conditioned spaces have insulation. 5f. Roof Covering.
1) Weight of Roof Covering/Roof Covering Assemblies. Identify the permissible installed weight of the roof covering(s). Coordinate with the EOR. Where the roof covering is permitted by CRC R908.3.1 to have a recover, allow for the land layer of roof covering. 2) Built-Up Roof Covering Alternate.
a) Owens Corning Built-Up Fiberglass Roof Covering Assemblies. Clarify the specification for an Owens Corning built-up fiberglass roof covering assembly, a Owens Corning built-up fiberglass roof covering assembly could not be found on the internet.
b) 4-ply Fiberglass System. Clarify the proposed 4-ply fiberglass system. Besides manufacturer and the other information provided, identify the assembly product(s) by the trade name(s) and the details of the evaluation report as required by the General Comments section above, the table from which the assembly may be found, as well as the reference number and details of the assembly. 3) Wildfire Exposure. Where the design is to comply with the wildfire exposure provisions of CRC R337, besides the Class A rating—
a) Identify the detailed requirements of CRC R337.5.2 for roof coverings. b) Identify the detailed requirements of CRC R337.5.3 for roof valleys. c) Identify the detailed requirements of CRC R337.5.4 for roof gutters. 5g. Attic Vents.
1) Coordination. Coordinate requirements for vents with the unventilated attic space provisions shown within the building section portion of the construction drawing documents.
2) Note 5. Where vents are to be provided—
a) Revise Note 5 for attic ventilation. Attic vents shall be provided by design. Where vents are required, the amount of net-free ventilation and the locations of the vents shall be as required by CRC R806.
b) The Roof Plans and/or Building Elevations shall reflect the types, sizes and proposed locations of the vents. The locations shall reflect the requirements for cross- ventilation and when applicable for the optional 1/300 net-free ventilation area-to- the area to be ventilated design ratio, the requirements for high and low vents shall be clearly identified within the construction set.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 86 of 284

3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

c) Where the optional 1/300 net-free ventilation area-to-the area to be ventilated design ratio is to be used, clearly identify that 40- to 50-percent of the required net- free ventilation area is to be within 3-feet of the roof ridge or the high point of the attic space and the remaining required net-free ventilation area is to be within the lower third of the attic space.
3) Wildfire Exposure. Where the design is to comply with the wildfire exposure provisions of CRC R337—
a) O’Hagin Vents. Where O’Hagin vents are specified—Clearly identify O’Hagin’s Fire and Ice type vents and the listing number (8165-2353:0500) as found within the California State Fire Marshal’s Building Materials Listing website. b) Other Vents. Where other vents are to be used, identify the detailed requirements of CRC R337.6.
4) Walking Deck Coverings.
a) Applicability. Please remove if nonapplicable.
b) Plywood Substrate. Identify EXTERIOR GRADE PLYWOOD as required by ICC-ES ESR-3672, 4.2.1.
c) Flashing Details. Provide and reference flashing details. Demonstrate compliance with the manufacturer’s recommendations.

6. Division 8 – Doors, Windows, and Other Glazing.
6a. Exterior Door and Window Requirements [CRC R609]. Specify—All exterior doors and windows are to comply with the provisions of CRC R609.
6b. Egress Door Requirements (upper left-hand corner of Sheet G0.02). Identify the requirements for at least one exterior, side-hinged egress door that has access from all habitable portions of the residence, that opens to a yard or court that opens to a public way, that has a minimum 32-inch wide clear width and 78-inch clear height, and that is readily openable from the egress side without special effort, special knowledge, or a key. 6c. Thresholds and Landings [CRC R311.3]. Specify within the General Notes. 1) Landing. Exterior Doors shall have landing or similar flat hard surface that is at least as wide as the door served and not less than 36-inches in the direction of travel with a slope that does not exceed 1/4v:48h (2-percent) in any direction. 2) Thresholds [CRC R311.3. The maximum height of thresholds above the interior finished floor and the surface of landings where the egress door swings out over the landing shall be limited to 1-1/2 inches. And the maximum height of the threshold above all other landings shall be limited to 7-3/4 inches.
6d. Safety (Tempered) Glazing (bottom right-hand corner of Sheet G0.01 and far-left center third of Sheet G0.02) [CRC R308].
1) Testing Requirements. Specify—All safety (tempered) glazing shall comply with the provisions of Category II safety glazing tested in accordance with CPSC 16, CFR 1201.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 87 of 284

3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

2) Required Locations/Conditions. Identify all the applicable locations/conditions identified within CRC R308.4 for safety glazing.
6e. Door Separating Garage and Dwelling. For doors separating the garage from habitable areas of the dwelling—
1) Self-Closing and Self-Locking [CRC R302.5]. Identify the requirements for self-closing and self-locking doors.
2) Contaminants [ASHRAE 62.2, 6.5 as required by CEnC 150.0(o) for air quality]. Identify the requirements for gaskets or weather-stripping around the opening to reduce the transfer of contaminants from the garage into the dwelling. 6f. Wildfire Exposure. Where applicable for wildfire exposure, identify the detailed requirements of CRC R337.8 for exterior windows and doors, and where applicable skylights. 6g. Sound Attenuation. Where applicable, identify the sound attenuation requirements of the sound control report.

7. Division 10: Specialties (Prefabricated Fireplaces). 7a. Remove Note 3 regarding welding of dampers—prefabricated fireplaces shall be installed in accordance with the manufacturer’s instructions.
7b. Remove the notes regarding hearth extensions, projections beyond the face of the firebox, and chimneys—prefabricated fireplaces shall be installed in accordance with the manufacturer’s instructions.
7c. Premise Identification. Relocate the premise identification note at the end of the prefabricated fireplaces section to Division 1 ‘General Requirements’ D. Floor Plan Legend (Sheet G0.10).

1. Shower and Tub Notes.
1a. Concealed Slip Joints [CPC 402.10]. Specify—Where applicable to concealed slip-joints, provide an access panel and/or utility space with a minimum 12-inch dimension in its least dimension to access concealed slip joint connections for repair and inspections. 1b. Showers or Tubs with Shower Heads. For showers or tubs with showerheads, besides the requirements for a nonabsorbent wall 76-inches above the standing surface, provide the following note in italics for control valves [CPC 408.3]—Provide a thermostatic, pressure- balance, or combination thermostatic/pressure-balance control valve.

2. Glass Enclosures. Safety (Tempered) Glazing [CRC R308.4.5; CBC 2406.5]. Where glass enclosures are installed, show that enclosure as well as the other glazing adjacent to, and less than 60" AFF, a shower or tub is Category II safety (tempered) glazing tested in accordance with CPSC 16 CFR 1201. (CRC R308.4.5, CBC 2406.5)

3. Shower Compartments.
3a. Size and Space Requirements [CPC 408.6] Show that the INTERIOR of the shower is of adequate size to encompass a 30-inch diameter circle and provide a minimum 1024 square inch floor area (e.g.—32-inch by 32-inch or 30-inch by 35-inch interior space) Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 88 of 284

3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

3b. Minimum Door Width [CPC 408.5]. Show that thresholds of shower enclosures are of a sufficient width to accommodate a door with a minimum clear width of 22-inches and where a door is installed—the door, when opened maintains a 22-inch, unobstructed opening for egress without swinging over the minimum clear floor area.

E. Building Footprints and Area Calculations; and Cal Green Notes (BF series sheets and MM.01)

1. No comment.

F. Floor Plans (A1 series sheets)

1. Handrail Termination.
1a. Handrail Continuity [CRC R311.7.8.4]. Within Visionary (Plan 3) Sheets A1.10 and A1.11, where the handrails are terminated with a return to the wall, show that the straight portion of the handrail is continuous between the riser at the bottom of the stairs and the top riser. 1b. Termination at the Top of the Stairway. Within the Pathmaker (Plan 2) and Visionary plans (Plan 3)—clarify the proposed requirements for the termination of the handrails at the top of the stairway.

2. Abbreviations. Identify ALL abbreviations used on the floor plans.

3. Island Plumbing Fixtures [CPC 909.0]. Where island plumbing fixtures are proposed, identify the requirements for island venting per CPC 909.0.

4. Water Closet Clearance (Gateway). On Sheets A1.10 and A1.11, revise the toilet compartment within the Owner’s Suite so that the clearance around the water closet is 15-inches on both sides of the centerline of the water closet from the rear wall to a distance of 24-inches beyond the front of the bowl—the diagonal wall on the left side is NOT PERMITTED.

5. Water Heater and Piping System Requirements.
5a. Specify—Water heaters and piping systems shall comply with the safety provisions of CPC Chapter 5, the insulation requirements of CEnC 150.0(j) and CPC 609.11, the mandatory requirements of CEnC 150.0(n) and the specific energy requirements of the Certificate of Compliance, CF-1R energy form.
5b. Within the electrical plans,
1) Identify the detailed requirements of CEnC 150.0(n)1A for the dedicated receptacle outlet that is to be installed within 3-feet of the hot water heater. 2) Within the panel schedule—
a) Identify the requirement of CEnC 150.0(m)1A for a 125-volt, 20 amp receptacle outlet that is connected to the panel with a 120/240 volt 3 conductor 10AWG copper branch circuit, with both ends of the unused conductor electrically isolated and labeled with the word ‘SPARE”
b) Show and identify requirements for a reserved single-pole circuit breaker space adjacent to the circuit breaker for the water heater circuit breaker and marked with the words FUTURE 240V USE”
Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 89 of 284

3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

6. Kitchen Hood Requirements. Clearly identify the requirements and limitations for kitchen hoods.

Specify—Kitchen hoods shall be demand-controlled with a minimum exhaust rate of 100 CFM and a maximum sound rating of 3 sones. Kitchen hood ducts shall terminate outside and shall be equipped with a backdraft damper. The airflow and sound rating of kitchen hoods shall be verified by a HERS rater.

7. Indoor Air Quality (IAQ) (aka Whole-House Ventilation). Clearly identify which fan (or fans) is/are to provide the minimum exhaust rate identified within the Certificate of Compliance, CF-1R energy form.

G. Elevations (A2 series sheets)

1. Detail 100/AD1
1a. EIFS: Termination at Foundations. Where a EIFS is to be used, provide details that reflect the manufacturer’s requirements for termination at foundations, as well as the code requirements.
1b. Stucco Weep Screeds [ICC-ES ESR-1215, 4.2.1.1; CRC R703.12.2 and TMS 402, 12.1.6.2].

Where stucco weep screeds are provided, specify—Weep screeds shall be of minimum 19-mil (26-gauge) corrosion-resistant galvanized steel that permits trapped water to escape from behind the exterior wall covering; with a minimum 3-1/2” tall attachment flange placed at or below the sill/concrete interface; and with the weep screed placed a minimum of 4 inches above earth or 2 inches above paved areas. Weep screeds for adhered veneer shall be shown with minimum 3/16-diameter holes at 33-inches maximum o.c. as required by TMS 402,

12.1.6.2 for masonry or stone veneers.

2. Stone Veneer.
2a. See General Note comments. Provide detailed requirements for installation over EIFS. 2b. Provide and reference details for the application of the stone veneer to the EIFS.

3. Siding. Where siding is to be used—
3a. General. Identify general type of siding to be used. 3b. Proprietary Siding. For proprietary siding—identify the manufacturer, the product and the details of the evaluation report as identified in the General Comment section above. 3c. Wood Siding. Provide detailed requirements for the siding as well as the installation of the siding.
3d. Installation over EIFS. Please contact the EIFS manufacturer to clarify if siding can be installed of EIFS and if so, how the siding is to be installed over EIFS. Provide and reference details if siding is to be installed over EIFS.

H. Building Section(s) (A3.10)

1. Energy Compliance. Show the locations, extents, and detailed requirements of ventilated/cathedral ceilings (unventilated attic spaces/enclosed roof rafter spaces) and opaque surface assemblies with the Certificate of Compliance, CF-1R energy form.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 90 of 284

3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

2. Unventilated Roof Rafter Space. Where sprayed foam insulation is to be used— 2a. Ventilated/Unventilated Attic Spaces. Coordinate with energy consultant that is identifying a ventilated attic space within the Certificate of Compliance, CF-1R energy form. 2b. Proprietary Product. Where sprayed foam insulation is to be used— 1) Detailed Requirements. Identify the acceptable manufacturer(s) and brand of the sprayed foam insulation, as well as the details of the evaluation report as identified within the General Comment section above, as well as the minimum thickness of the insulation that will provide the required R-value identified within the Certificate of Compliance, CF- 1R energy form.
2) Impermeable Insulation. Demonstrate that the proposed insulation is classified as ‘impermeable’
3) ICC-ES Listed Assemblies. For a list of ICC-ES listed assemblies, Google LSU AG, ICC- ES sprayed foam insulation.

I. Roof Plans (A5 series sheets)

1. Attic Vents.
1a. Coordination. Coordinate the requirements for attic vents with the unventilated attic space provisions identified within the building sections. Additional comments may apply at recheck. 1b. O’hagin Fire and Ice Vents. See comments above regarding O’hagin Fire and Ice vents. 1c. Vent Location for 1/300 Required Net-Free Ventilation Area-to-Area to be Ventilated Ratio. Where the 1/300 required net-free ventilation area-to-area to be ventilated ratio is to be used, clearly identify the detailed positioning requirements for the high and low vents. Identify 40-to 50-percent of the required vents no lower than 3-feet of the ridge or high point of the roof with the remainder of the required vents within the lower third of the attic space.

2. Solar Zones: Alternate Locations. Show alternate locations of solar zones to accommodate the various orientations of the building.

J. Electrical Notes and Plans (E series sheets)

1. Exhaust Fan Notes.
1a. Clarity. Please separate kitchen exhaust and bathroom exhaust requirements and limitations. 1b. Kitchen Exhaust Hoods. See Floor Plan comments above. 1c. Bathroom Exhaust Fan Requirements: Additional Green [CGBSC 4.506] and Energy Requirements [CEnC 150.0(k)2B]. Identify the requirement for a humidity controller that can be adjusted between a low of 50-percent or less to a high of 80-percent, and the requirements for a switch that is separate from lights unless the fan is allowed to operate with the light(s) switched OFF.

2. EV Charging. Identify the space requirements for the future EV Charger within the electrical panel.

3. Water Heaters. See water heater comments within the Floor Plan comment section above.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 91 of 284

3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

4. Additional Comments. See additional Electrical, Mechanical, Plumbing comments below.

K. Details (AD series sheets)

1. Wildfire Exposure. Where required by the City of Hemet, show that the details reflect the wildfire exposure requirements of CRC R337.

2. Detail 100: Exterior Wall at Foundation. See comments above for the termination of EIFS and for stucco weep screeds.

3. Detail 212: Attic Access. See comments above within the General Notes section. Coordinate with the ventilated/unventilated attic space design requirements as well as the comments within the General Notes section.

4. EIFS. See comments above regarding exterior insulation and finish systems (EIFS)—provide required details.

5. Walking Decks. Where walking decks are proposed, provide and reference flashing details.

III. STRUCTURAL COMMENTS
A. General

1. Geotechnical Report.
1a. Submittal Requirement. Provide a copy of the geotechnical report and demonstrate that the foundation design reflect the recommendations of the report. 1b. Geotechnical Review of Foundation Design. The engineer responsible for the geotechnical report shall review the foundation drawings and design calculations and place a notation on those documents or in a separate letter that clearly identifies those documents that those documents have been reviewed and have been found to be in general compliance with the provisions of the geotechnical report prior to the submittal of those documents to the building department for the review of those documents.

2. Post-Tensioned Design.
2a. Calculation Package. Within the calculation package by Suncoast Post-Tension— 1) Geotechnical Report and Building Requirements. Demonstrate that the foundation design reflect the recommendations of the report as well as the requirements of the EOR for overturning resistance as well as for gravity loads. 2) Unique Page Numbers and Table of Contents. Provide unique page numbers throughout the calculation package and a table of contents that identifies the locations of the various sections.
3) Overturning Resistance. Post-tensioned design shall reflect the overturning resistance of the lateral force resisting assemblies, as well as provisions for gravity load resistance. 2b. EOR Review of Design. The EOR shall review the foundation drawings and design calculations and place a notation on those documents or in a separate letter that clearly identifies those documents that those documents have been reviewed and have been found to be in general compliance with the building design prior to building department submittal.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 92 of 284

3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

3. Grid System. Within the construction drawings, please provide a grid system on the PT, slab and framing plans that are coordinated with the lateral design provisions of the calculation package.

4. Anchor Designs into Concrete (Page L15, et. al.).
4a. General. Demonstrate compliance with ACI 318-14, Chapter 17, including, but not limited to the design load provisions of ACI 318, 17.2.3.4.3.
4b. Edge Distances. Besides the minimum 4-3/4-inch edge to account for placement in an exterior wall at the edge of the slab as shown on Sheet S0.2, show provisions for a distance of 5-inches for the use of a HDU hold-down at the corner of the slab, and a 10-1/4 edge distance to account for the 12-inch wide deepened foundation at the hold-downs as shown within Detail 14/PTD.
4c. Tension Strengths. Snippet below is from the calculations for the 5/8-inch diameter anchor.

1) See comment above regarding design load provisions of ACI 318, 17.2.3.4.3. 2) Provide formulas for tension strengths.
3) Correct the factored breakout strength of the anchor and the governing failure mode.

Check all calculations.
4d. Retrofit Anchors (Sheet S0.2). Remove detail or provide dimensioned and detailed drawing(s) to clarify the requirements and detailed calculation(s) to justify the design that is without added foundation reinforcing.

5. Shear Wall Schedules. As footnotes to the schedule—
5a. Special Periodic Structural Wood Inspection. Specify requirement for special periodic structural wood inspection in compliance with CBC 1705.12.2 where nailing is specified at 4- inches o.c. or less.
5b. Staggered Nailing Detailed Requirements. Provide and reference a detail for staggered nailing at shear wall boundaries as well as at adjoining panel edges. Identify the panel edge distance requirement of SDPWS and the requirements of the NDS for framing edge distances and row spacing.

6. Vertical Load Path of Resistance.
6a. General. Please review the load path of resistance for all shear wall boundaries. Please make sure that the detailed drawings reflect a clear load path of resistance from the point of the load application to resistance at the foundation/soil interface.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 93 of 284

3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

6b. 2nd Floor Hold-Down Details.
1) Clarify where the references to 2md floor hold-down details may be found. 2) Where 2nd Floor shear wall boundary elements are tied to beams, clarify how close to the end of the beam that the connection may be made and details for uplift resistance at the ends of the beam.

7. Strong Walls. Clarify where on the plans the WSWH Simpson Strong Walls are specified on the plans as identified within the calculations and provide and reference applicable manufacturer’s details.

8. Opening in Floor Diaphragm [CBC 2308.4.4.1]. Where Detail 209 (and possibly others) is used to comply with the provisions of CBC 2308.4.4.1 for openings in the floor diaphragm revise floor plans to show requirements for a strap of a sufficient length such that the assembly extends not less than the dimensions of the opening on each side of the opening unless the diaphragm boundaries prohibit the required extension.

9. Partial Floor and Low Roof Framing Plan – Plan 2 (3823-1), Elevation B (at far left lower corner of Sheet S2.2). Provide and reference detailed drawings to clarify support of 5-1/4 x 14 PSL at cantilevered end and means to support the perpendicular 3-1/2 x 14 LSL. See snippet below.

10. Nailing and Force Requirements for Trusses. Besides the collector forces, for the collector trusses, identity the force requirements for all gable end trusses (e.g.—Plan 1 missing force requirements at the front of the garage and in the rear of the building), and the diaphragm nailing requirements along the collectors.

11. Partial Roof Framing Plan – Plan 2 (3823-1), Elevation B (Sheet S2.3). Over Bedroom 5, clarify the reference to Detail 310 which shows the connection of a collector truss to a wall—in the plans the jack trusses are shown perpendicular to the direction of the required collector.

12. Nailing Limitations and Strap Length. Where not otherwise identified within the framing plans, identify the spacing requirements of the fasteners as identified by the manufacturer or the wood products and the required length of the coiled straps to develop the design force without overstressing the diaphragm and as required by the nailing pattern.

13. Detail 209: Collector Connection Detail with
Blocking.
13a. Nailing Limitations and Strap Length. See
comment above.
13b. Rotational Resistance. Identify means to
resist rotation of the blocking panels as shown in
the snippet to the right. See similar provisions
within Detail 314.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 94 of 284

3707 W Garden Grove Blvd. Suite 100, Orange, CA 92868
phone 714.568.1010 fax 714.568.1028 www.csgengr.com ORA – BPR - 160801

IV. ELECTRICAL, MECHANICAL AND PLUMBING COMMENTS
A. Electrical Comments

1. No further comments. See comments in architectural section above.

B. PV Systems.

1. No comment
C. Mechanical Systems.

1. No further comments. See comments in architectural section above.

D. Plumbing Comments

1. No further comments. See comments in architectural section above.

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 95 of 284

BUILDING & SAFETY DEPARTMENT
2000 MAIN ST., HB, CA 92648 (714) 536-5241 FAX: (714) 374-1647

RESIDENTIAL CORRECTION LIST (2019 CRC & CBC)

PERMIT #: Redacted ADDRESS: Redacted
Date: Redacted TENANT/OWNER:

Plan Checker: CSG (Eric Haghani, S.E., CBO) Contact Person: Redacted Plan Checker Tel: 714-568-1010 Contact Tel: Redacted
Description:

CONSTRUCT (N) 3-UNIT CONDO BUILDING (A); UNIT 102 = 1431 SF LIVING W/ 436 SF GARAGE.

UNIT 106 = 1421 SF LIVING W/ 436 SF GARAGE. UNIT 110 = 1421 SF LIVING W/ 436 SF GARAGE.

BUILDING DATA
OCCUPANCY GROUP(S): R-3/U TYPE OF CONSTRUCTION: V-B
OCCUPANT LOAD: N/A SPRINKLER: NFPA 13D
AREA OF WORK: (N) 3-Unit Condo

INSTRUCTIONS:
• Please see corrections on submitted plans. Red marked set must be returned with revised plans. Plans resubmitted without the red markup set may result in delayed review time and additional plan check fees. (Plan comments may be by City Departments – there are no CSG comments made on the plans). • Please note that additional corrections may be required following review of the revised plans. Completion of the corrections and/or submittal of revised plans do not presume approval. • To expedite your project, please provide a written response. Incomplete response may delay approval. • Appointments need to be made prior to counter checks. Please call the plan checker to schedule an appointment. • All substantial revisions or additions must be fully clouded with a revision mark.

APPROVALS
❑ Planning Department: Obtain Planning approval on the final plans prior to issuance of building permit. Call 714 -536- 5271 for status.
❑ Public Works Department: Obtain Public Works approval prior to issuance of building permit. Call 714-536-5431 for status.
❑ Fire Department: Obtain Fire Department approval prior to issuance of building permit. Call 714-536-5411 for status.

GENERAL
❑ The “Application for Certificate of Occupancy” should be properly filled out and on file prior to issuance of the building permit.

SPECIAL CITY REQUIREMENTS

1. Construction & Demolition Debris Re-use & Recycling Program form: Complete and incorporate onto the plans:

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 96 of 284

https://www.huntingtonbeachca.gov/government/departments/building_safety/forms_bulletins/

2. Huntington Beach Security Ordinance (HBMC 17.07.200 and 17.04.160): Provide a copy of the Security Ordinance on the plans. In addition, add a note: “All doors & windows shall meet Huntington Beach Security Ordinance.”

3. Please scan and print a copy of the soils report recommendations on the plans.

ARCHITECTURAL/STRUCTURAL COMMENTS

4. Approved Plans and Documents Requirements:
a. Final drawings and calculations shall be wet or digital stamped and signed by the Registered Design Professional and shall include the date of signing below the stamp. Digital stamps and signatures must be noted as such on the plan. (Business & Professions Code 5536.1, 5802, & 6735) b. The geotechnical engineer shall review and approve the foundation plans for general conformance with their recommendations. Verification of review may be by a “review stamp” on the foundation plan or by a letter on their letterhead.

5. Reminder - Separate review and approval may be required from other Departments such as Planning/Zoning, Engineering/Public Works, Fire, etc.

6. Title Sheet: Please Provide the following:
a. Total area and allowable area

7. Title Sheet:
a. Separate Permit: Please identify all items that are under separate permit (i.e., perimeter masonry fence walls, light- poles, etc.).
b. Deferred Submittals:

1. Please add a note that the Solar PV system shall be submitted for review and approved prior to rough electrical inspection.
c. Please verify if:

1. The site is in a Special Flood Hazard Zone. Add notes on the cover sheet and show compliance with HBMC

17.07.180. Additional plan check comments might follow.

2. The project is located in Methane District. Projects located in the Methane District shall comply with HBMC

17.07.210 and HB Fire Code.

8. Covered multifamily dwellings may be subject to the requirements of more than one jurisdiction or law, which would require compliance with each law. Where federal, state, or local laws differ, the more stringent requirements apply.

Please clearly clarify the source of the funding (publicly funded, privately funded, tax incentives re ceived, etc.) and add a statement to the Title Sheet as to the funding source and what laws apply. Review of the disabled access provisions will continue with the next submittal.

9. Please identify if a CASp report/review is provided for this project as part of the consulting design team. If it is provided, please get an approval letter from the CASp consultant that the design meets his/her recommendation

10. Sheet Index: Please provide complete sheet index (include structural sheets, MEP, T24, etc.)

11. Sheet A-SP1 – Site Plan:
a. Please show the property lines where missing.
b. Please revisit the van access aisle location; access aisles shall be located on the passenger side. CBC 1109A.8.6. c. Project Summary: Please revisit and edit the unit numbers that contain private garages.

d. Please show compliance with emergency escape and rescue openings to open directly into a public way, or to a yard or court that opens to a public way. CRC R310.1
Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 97 of 284

12. Please submit and include the T24 forms. Reminder to include them in the SHEET INDEX.

13. Sheet A-SCH1:
a. Window Schedule: Please include the U & SHGF in the table in compliance with the T24 calculations. b. Door Types: Please revisit and edit the detail references.

14. Sheets A-U1 & A-U2:
a. Plan Key Notes: Please revisit the referenced details and edit as required; see Notes 8, 21, 22, 27, 33, 34, and 38. b. Floor Plan Note 2: Please revisit and edit the detail reference from 19/D-3.0 to 20/D-3.0.

15. Sheet A-U1 – Detail 3 (Plan 1 Adaptable): Please call out the required maneuvering clearances at the doors.

16. Sheet A-A1 – Roof Legend: Please revisit the attic roof vent notes and edit “asphalt shingle roofing” to the roofing type used.

17. Sheet A-A1 – Roof Plan: Please show the locations of the proposed Solar PVs.

18. Sheets A-A2 & A-A3 – Keynotes: Please revisit and edit Detail 3/D-3.0 referenced in Keynote 15.

19. Sheet D-1.0 – Detail 16: Please complete the fire-rated construction at the floor/ceiling transition (to match with Detail 1 or cross-reference to Detail 1).

Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 98 of 284

20. Please clearly show compliance with one of the exceptions for private garages per CBC 1109A.2.1.

21. Please show compliance with 2% accessible parking space per CBC 1109A.3 or justify.

22. Please show compliance with an exterior accessible route connecting accessible buildings, facilities, elements, and spaces that are on the same site. CBC 1110A.1

23. Please provide airborne sound insulation per CBC 1206. Provide note, details, and call outs.

24. Sheet S-A1.1 – Foundation Plan:
a. Please call out the anchor bolt size & spacing at exterior walls (where are not part of the shear walls) and on the interior party walls (where shear walls are not called out). b. Please provide a current ICC ESR and standard construction notes/details for the proposed Simpson Strong-Tie SSW walls. Special Inspections are required.

25. Sheet S-A1.2:
a. Please call out the drag loads at all drag trusses.
b. Please check the diaphragm capacity to transfer the lateral loads to the shear walls at the offset areas. Please see screenshot below for typical locations:

26. Please design, detail, and cross-reference all guards (i.e., see low guard wall in Detail 17/D-5.0).

27. Please provide structural calculations and details (by PBA) for the proposed light-poles.

28. Please clarify if Structural Observation is required or not per CBC 1704.6; please add a note Structural Observations maybe required by the Building Official during construction.

29. MEP plan review and comments are under separate cover.

(End of Comments)
Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 99 of 284

WWW.CSGENGR.COM
888.794.2016

CENTRAL COAST
• Paso Robles •

SOUTHERN CALIFORNIA
• Orange •

OFFICESTHROUGHOUT CALIFORNIA

SAN FRANCISCO BAY AREA
• Foster City • San Jose • Pleasanton •

SACRAMENTO REGION
• Sacramento •

CENTRAL VALLEY
• Newman • Fresno •
Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 100 of 284

P R E P A R E D B Y
CSG Consultants, Inc.

September 3, 2024 (Revised September 20, 2024)
3707 West Garden Grove Boulevard, Suite 100, Orange, CA 92868 phone 714.568.1010 | fax 714.568.1028 | www.csgengr.com Orange • Paso Robles • Newman • Fresno • Foster City • Pleasanton • San Jose • Sacramento

FEE SCHEDULE

TO T H E
City of Vista
F O R
As-Needed Building Plan Check Services
Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 101 of 284

CSG PROPOSAL TO THE CITY OF VISTA

AS-NEEDED BUILDING P LAN CHECK SERVICES

2 Fee Schedule

SCHEDULE OF RATES FOR BUILDING PLAN REVIEW SERVICES
CSG’s fee schedule for proposed work is provided below. If plans are not submitted electronically, CSG will coordinate the pickup and return of all plans to CSG via CSG staff or a licensed courier service. Plan review is based on a percentage of the agency’s plan check fees and includes the initial plan review and all subsequent reviews. Deferred submittals, revisions, and RFIs will be charged at the appropriate hourly rate below. RFIs for large developments will be performed at an hourly rate, and turnaround times will be agreed upon in advance with the agency. Except for residential solar projects, CSG will charge a minimum of $250 per plan review project.

PERSONNEL / REVIEW TYPE ALL INCLUSIVE FEE / HOURLY RATE Off-Site Building Plan Review by Percentage
Full Building Plan Review by Percentage 68% of Agency’s Building Plan Check Fees Mechanical, Electrical & Plumbing Plan Review by Percentage 30% of Agency’s Building Plan Check Fees or 68% of Agency’s M/E/P Plan Check Fees
Structural Only Plan Review by Percentage 35% of Agency’s Building Plan Check Fees Expedited Plan Review by Percentage 95% of Agency’s Building Plan Check Fees Off-Site Building Plan Review Hourly Rates
Building Plan Review $150
Principal M/E/P – Certified Plans Examiner $150
Building Plan Review – Professional Engineer $150
Building Plan Review – Structural Engineer $160
CASp Plan Review/Consultation $160
Expedited Plan Review (Hourly) 1.5 x Hourly Rate
Overtime 1.5 x Hourly Rate

All hourly rates include salaries, benefits, workers compensation insurance, local travel, and miscellaneous office expenses. Should the scope of work change, or circumstances develop which necessitate special handling, CSG will notify the Agency prior to proceeding. Overtime services and services provided outside of normal business hours will be billed at 1.5x the applicable hourly rate. Depending on project size and scope, CSG’s percentage -based expedited plan review rate may be adjusted if mutually agreed upon between the Agency and CSG. Administration/Plan Processing includes coordinating the pick-up and return of plans, performing scanning, collating, and tracking, and providing plan review status updates to the Agency. Hourly rates for publicly funded projects will be based on current prevailing wage rates. CSG will mail/email an invoice every month for services rendered during the previous month. Unless otherwise agreed, payment terms are 30 days from receipt of invoice. This fee proposal is valid for a period of 90 days from date of submittal.

Note from the City of Vista: City shall pay Contractor for the Services to be performed as set forth in Exhibit B (CSG’s Proposal). For contract option years, City may approve upon Contractor’s request of an increase in the pricing in Exhibit B in the amount of the increase in the Consumer Price Index, San Diego Area, for all Urban Customers (CIP-U) as published by the Bureau of Labor Statistics during the preceding year, or 3.0% whichever is less.

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00051960 4 Exhibit C, Page 1 of 3
4861-7361-6360, v. 2

EXHIBIT C

INSURANCE REQUIREMENTS
Contractor shall procure and maintain for the duration of the contract, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, his agents, representatives, employees, or subcontractors. Nothing in these provisions shall limit Contractor’s Duty of Indemnification.

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

1. Commercial General Liability (“CGL”): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products, completed operations, property damage, bodily injury, and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this Project/location or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering Code 1 (any auto), with limits no less than $2,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employers’ Liability insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.

Contractor shall also provide the additional coverages checked below and at least as broad as:

4. Professional Liability, with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

If the Contractor maintains higher limits than the minimums shown above, City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.

Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, either: the Contractor shall cause the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City, its officers, officials, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to City guaranteeing payment of losses and related investigations, claim administration, and defense expenses.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

1. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of with respect Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 103 of 284

00051960 4 Exhibit C, Page 2 of 3
4861-7361-6360, v. 2
to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10, CG 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used), unless otherwise approved in advance by City.

2. For any claims related to this Project, the Contractor’s insurance coverage shall be primary insurance as respects City, its officers, officials, employees, and volunteers.

Any insurance or self-insurance maintained by City, its officers, officials, employees, and volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.

3. Each insurance policy required by this clause shall provide that coverage shall not be canceled, except with notice to City.

Claims Made Policies
If any coverage required is written on a claims-made coverage form:

1. The retroactive date must be shown, and this date must be before the execution date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of contract work.

3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective, or start of work date, the Contractor must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work.

4. A copy of the claims reporting requirements must be submitted to City for review.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best rating of no less than A: VII, unless otherwise acceptable to City.

Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of City for all work performed by the Contractor, its employees, agents and subcontractors.

Verification of Coverage
Contractor shall furnish City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All certificates and endorsements are to be received and approved by City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them. City reserves the right to require Docusign Envelope ID: CDC64C1E-491F-4CBE-A952-258BAEECE4D8 10/22/2024 C3 104 of 284

00051960 4 Exhibit C, Page 3 of 3
4861-7361-6360, v. 2
complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time.

Subcontractors
Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors. For CGL coverage, subcontractors shall provide coverage with a format least as broad as CG 20 38 04 13.

Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other circumstances.

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00051960 4 Exhibit E
4861-7361-6360, v. 2

EXHIBIT E

SPECIAL PROVISIONS
This Contract is subject to the following provisions, if checked:

1. State of California grant conditions, as attached.

2. Federal grant conditions, as attached.

3. Other conditions, as attached.

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Professional Services (Non-Construction) (RFP)(NPW)
1 of 9
SCOTT FAZEKAS AND ASSOCIATES, INC.
[51960-2] 00051960 44861-1528-9064, v. 2

CONTRACT FOR PROFESSIONAL SERVICES

AS-NEEDED BUILDING PLAN CHECK SERVICES
THIS “CONTRACT” is entered into by and between the “Parties” as of ___________________ (“Contract Date”).

1.0 THE “PARTIES”
The “City”:

CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084
Working Contact: Nabil Chehade
Billing Contact: Nabil Chehade
The “Contractor”

SCOTT FAZEKAS AND ASSOCIATES,
INC., a California corporation
2 Corporate Park, #206
Irvine, CA 92606
Contact: Scott Fazekas

2.0 BASIC TERMS

2.1 The “Services” to be performed by Contractor are set forth in the Request for Proposals attached as Exhibit A.

2.2 The “Required License” for the Services is: International Code Council Certification for Plan Review.

2.3 Contractor, an entity holding the Required License, desires to enter into this “Contract” with City for the Services.

2.4 The “Project” for which the Services are required is described in Exhibit A.

2.5 Contractor has submitted to City a Proposal to perform the Services dated September 3, 2024 (“Exhibit B”).

2.6 The “Contract Ceiling Price” is: $350,000.00.

2.7 Any references in Exhibit A or Exhibit B to “Consultant” shall mean Contractor for the purposes of this Contract.

3.0 CONTRACT TERM

3.1 This Contract shall take effect as of the Contract Date.

3.3 City may terminate this Contract upon 30-days’ written notice to Contractor. In such event, or upon request of City, Contractor shall assemble all City documents in the Contractor's possession, put them in order for proper filing and closing, and deliver the documents to City. In the event of termination, Contractor shall be paid for work performed to Docusign Envelope ID: 1A3D2FB2-80EC-4700-9A72-A63398192E72 10/22/2024 C3 107 of 284
EXHIBIT 5

Professional Services (Non-Construction) (RFP)(NPW) 2 of 9 SCOTT FAZEKAS AND ASSOCIATES, INC. [51960-2] 00051960 44861-1528-9064, v. 2
the termination date. City shall make the final determination as to the portion of tasks completed and the compensation to be paid.

5.0 COMPENSATION

5.3.1 The changes, additions, and deductions to be made.

5.3.2 The increase or decrease in compensation due the Contractor, if any.

5.3.3 Adjustment in the time of completion, if any.

5.4 Contract Ceiling Price

5.4.1 In no event shall City be liable for paying more than the Contract Ceiling Price for Contractor's services rendered under this contract.

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5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract.

7.0 TIME FOR COMPLETION AND COMMENCEMENT OF SERVICES
All Services under the Contract must be completed in compliance with the schedule in Exhibit A.

8.0 STANDARD OF PERFORMANCE

9.0 CONTRACTOR’S STATUS; CONTRACTOR’S EMPLOYEES

9.4 Contractor is aware of the requirements of the Immigration Reform and Control Act of 1986 and shall comply with those requirements, including, but not limited to, verifying the Docusign Envelope ID: 1A3D2FB2-80EC-4700-9A72-A63398192E72 10/22/2024 C3 109 of 284

Professional Services (Non-Construction) (RFP)(NPW) 4 of 9 SCOTT FAZEKAS AND ASSOCIATES, INC. [51960-2] 00051960 44861-1528-9064, v. 2
eligibility for employment of all of Contractor’s officers, employees, agents, and subcontractors that are included in this Contract.

10.0 CIVIL RIGHTS

10.7 To the fullest extent permitted by law and without limitation by the other provisions of this Contract relating to indemnification and insurance, Contractor shall also Docusign Envelope ID: 1A3D2FB2-80EC-4700-9A72-A63398192E72 10/22/2024 C3 110 of 284

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indemnify, defend, and hold harmless City, and its directors, officers, employees, and agents from and against all liability (including without limitation all claims, damages, penalties, fines, and judgments, associated investigation and administrative expenses, and defense costs, including but not limited to reasonable attorneys' fees, court costs, and costs of alternative dispute resolution) resulting from any claim of discrimination or harassment, including but not limited to sexual harassment, arising from the conduct of the Contractor or any of the Contractor’s officers, employees, agents, licensees, or subcontractors. In the event of a discrimination or harassment complaint against any employee, agent, licensee, or subcontractors of Contractor or its subcontractors, Contractor shall take immediate and appropriate action in response to such complaint, including, but not limited to termination or appropriate discipline of any responsible employee, agent, licensee, or subcontractors. The provisions of this Section survive completion of the services or termination of the Contract.

12.0 ASSIGNMENT AND SUBCONSULTING

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14.0 FINANCIAL RECORDS

16.0 CONFIDENTIALITY

16.3 Contractor’s obligations under this paragraph shall survive the termination of this Contract.

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Contractor further agrees that no employee, agent or subcontractor for Contractor shall perform any work for the City pursuant to this Contract which will violate the Conflict Laws.

19.0 DUTY OF INDEMNIFICATION

The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance.

19.3 Contractor’s costs of defense shall not exceed Contractor’s proportionate percentage of fault as adjudicated by a court of law, as required by California Civil Code section 2782.8.

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20.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.

21.0 SERVICE OF NOTICE

21.2 A Party may change its address by giving notice as provided above, and the changed address shall thereafter be deemed to be the address set forth in Section 1.0.

22.0 SPECIAL PROVISIONS
This Contract is subject to, and Contractor shall comply with, the special provisions referenced in Exhibit E, if any.

23.0 EXHIBITS
All documents referenced as exhibits in this Contract, or referenced in an exhibit to this Contract, are incorporated herein.

26.0 MODIFICATIONS
This Contract contains the entire agreement, between the Parties and supersedes all prior negotiations, discussions, obligations, and rights of the Parties in respect of each other regarding the subject matter of this Contract. There is no other written or oral understanding Docusign Envelope ID: 1A3D2FB2-80EC-4700-9A72-A63398192E72 10/22/2024 C3 114 of 284

Professional Services (Non-Construction) (RFP)(NPW) 9 of 9 SCOTT FAZEKAS AND ASSOCIATES, INC. [51960-2] 00051960 44861-1528-9064, v. 2
between the Parties. No modification, amendment or alteration of this Contract shall be valid unless it is in writing and signed by all Parties.

[Continued on page 9.]

27.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.

“City”

CITY OF VISTA, a chartered municipal
corporation

By:

JOHN B. FRANKLIN, MAYOR

ATTEST:

KATHY VALDEZ, CITY CLERK

By:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY

By:

RISK MANAGEMENT REVIEW:

DOLORES GASCON, RISK MANAGER

By:

APPROVED
Amanda L. Guy
20240923124117

“Contractor”

SCOTT FAZEKAS AND ASSOCIATES,
INC., a California corporation

By:

Name/Title

By:

Name/Title

Docusign Envelope ID: 1A3D2FB2-80EC-4700-9A72-A63398192E72 Scott R Fazekas President
JOY L FAZEKAS Corporate Sec.
10/22/2024 C3 115 of 284

00051960 4 Exhibit A
4861-1528-9064, v. 2

EXHIBIT A

REQUEST FOR PROPOSALS

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00108127 11

4887-7365-9345, v. 1

REQUEST FOR PROPOSALS

AS-NEEDED BUILDING PLAN CHECK SERVICES

DATE OF ISSUANCE
August 5, 2024

DEADLINE FOR SUBMISSION
September 3, 2024
2:00 PM

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4887-7365-9345, v. 1

REQUEST FOR PROPOSALS (RFP)

CITY OF VISTA

AS-NEEDED BUILDING PLAN CHECK SERVICES

Qualified entities are invited to submit proposals pursuant to this RFP for consideration by the City.

Consultant, upon request by the City, shall review plans, calculations, reports and specifications for compliance with the most recently adopted federal, state and local codes and ordinances.

When satisfied that the plans comply with the applicable Building laws of the City and State, Consultant, shall approve plans and forward plans to the City for issuance of permit.

Plan check services, may include, but are not limited to the following:

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4887-7365-9345, v. 1

As Needed Additional Professional Services:

1. COVER LETTER. Consultants shall submit a cover letter that is clear, concise, complete, and that also demonstrates the qualifications and experience of Consultant applicable to this project.

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00108127 14

4887-7365-9345, v. 1

5. The consultant shall submit as an attachment (not a part of the 12 pages), examples of the firm’s work product for typical building plan check services.

III.ADDITIONAL SERVICES REQUIREMENTS
The selected Consultant must comply with all applicable federal and state and local regulations, and contract provisions.

Consultant shall carry out the instructions received from the City and shall cooperate with the City and other involved agencies.

IV.CITY RESPONSIBILITIES
The following is a list of the City’s responsibilities during the term of the agreement:

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00108127 15

4887-7365-9345, v. 1

1. Provide all plans, reports and calculations submitted for building plan check review services to the Consultant in paper or digital files.

2. Prepare and process payment requests submitted to the City.

3. Distribute public information to consultant.

The Consultant is advised that any recommendation for contract award is not binding on the City until the Agreement is fully executed and approved by the City.

The City’s tentative schedule for this project is as follows:

City Releases RFP Aug 5, 2024
Deadline for Questions Aug 19, 2024
Proposals Due Sep 3, 2024 at 2:00 PM
All dates subject to change

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00108127 16

To be considered, a proposal must be completely responsive to this RFP.

The City reserves the right to extend the date by which proposals are due.

2. Experience and credentials of key personnel assigned to the building plan check services, as evidenced by their education, technical background, and experience on similar services contracts. (20%)

3. Consultant’s understanding of building plan check services, objectives and requirements as evidenced in the written Scope of Work and Work Plan narratives. (15%)

4. Consultant’s quality of work as evidenced by example work products and samples and by reference checks. (10%)

6. Consultant’s familiarity with City requirements, specifications, and procedures, as evidenced by City’s prior experience with the Consultant. (20%)

7. Willingness of Consultant to sign City’s Standard Professional Services Agreement and provide required insurance. (5%)

IX.ESTABLISHMENT OF FEES
The Consultant shall be paid based upon hourly rates, unit costs or fixed fee for services rendered as negotiated. For projects with a specific scope of work and duration, a project specific Docusign Envelope ID: 1A3D2FB2-80EC-4700-9A72-A63398192E72 10/22/2024 C3 122 of 284

00108127 17

This information will be used by City's staff to evaluate the reasonableness of the fee proposal and will be used in negotiating the final fee amounts for the Supplemental Contract Agreements.

There will be no compensation to Consultant for hours spent due to Consultant's errors and omissions.

X.METHOD OF PAYMENT
The selected Consultant shall submit monthly invoices to the City. The invoice shall include a detailed breakdown of the services, the tasks, the hours, and hourly rates

For each individual project a Supplemental Agreement will be established that has a project specific scope of work and costs in accordance with the agreement fee schedule.

XII.DISCLOSURE
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00108127 18

Proposals received via mail, e-mail, and fax will not accepted.

Any modification of a Proposal, except a modification resulting from the City's request for "best and final" offer, is subject to the same conditions as the initial submission.

All costs incurred in the preparation of the proposal, the submission of additional information and/or any aspect of a proposal prior to award of a written contract will be borne by the Respondent. The City will provide only the staff assistance and documentation specifically referred to herein and will not be responsible for any other cost or obligation of any kind, which Docusign Envelope ID: 1A3D2FB2-80EC-4700-9A72-A63398192E72 10/22/2024 C3 124 of 284

00108127 19

4887-7365-9345, v. 1
may be incurred by the Respondent. All proposals submitted to the City of Vista become the property of the City.

Questions must be submitted prior to the deadline specified in the RFP Schedule, above.

Attachment(s): A: Sample Professional Services Agreement

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4887-7365-9345, v. 1
EXHIBIT “A”

City of Vista
Professional Services Agreement

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Professional Services (Non-Construction) (RFP)(NPW) 1 of 9 NAMEX [51960-2] 00051960 4

CONTRACT FOR PROFESSIONAL SERVICES

TYPE OF SERVICES
THIS “CONTRACT” is entered into by and between the “Parties” as of ___________________ (“Contract Date”).

1.0 THE “PARTIES”
The “City”:

CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084

Working Contact: workingname
Billing Contact: billingname
The “Contractor”

NAMEX, statusx
Address1
Address2

Contact: contactname

2.0 BASIC TERMS

2.1 The “Services” to be performed by Contractor are set forth in the Request for Proposals attached as Exhibit A.

2.2 The “Required License” for the Services is: type.

2.3 Contractor, an entity holding the Required License, desires to enter into this “Contract” with City for the Services.

2.4 The “Project” for which the Services are required is described in Exhibit A.

2.5 Contractor has submitted to City a Proposal to perform the Services dated proposaldate (“Exhibit B”).

2.6 The “Contract Ceiling Price” is: pricex

2.7 Any references in Exhibit A or Exhibit B to “Consultant” shall mean Contractor for the purposes of this Contract.

3.0 CONTRACT TERM

3.1 This Contract shall take effect as of the Contract Date.

3.3 City may terminate this Contract upon 30-days’ written notice to Contractor. In such event, or upon request of City, Contractor shall assemble all City documents in the Contractor's possession, put them in order for proper filing and closing, and deliver the documents to City. In the event of termination, Contractor shall be paid for work performed to the termination date. City shall make the final determination as to the portion of tasks completed and the compensation to be paid.

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5.0 COMPENSATION

5.1 City shall pay Contractor for the Services to be performed as set forth in Exhibit B.

5.3.1 The changes, additions, and deductions to be made.

5.3.2 The increase or decrease in compensation due the Contractor, if any.

5.3.3 Adjustment in the time of completion, if any.

5.4 Contract Ceiling Price

5.4.1 In no event shall City be liable for paying more than the Contract Ceiling Price for Contractor's services rendered under this contract.

5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract.

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7.0 TIME FOR COMPLETION AND COMMENCEMENT OF SERVICES
All Services under the Contract must be completed in compliance with the schedule in Exhibit A.

8.0 STANDARD OF PERFORMANCE

9.0 CONTRACTOR’S STATUS; CONTRACTOR’S EMPLOYEES

9.4 Contractor is aware of the requirements of the Immigration Reform and Control Act of 1986 and shall comply with those requirements, including, but not limited to, verifying the eligibility for employment of all of Contractor’s officers, employees, agents, and subcontractors that are included in this Contract.

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10.0 CIVIL RIGHTS

10.7 To the fullest extent permitted by law and without limitation by the other provisions of this Contract relating to indemnification and insurance, Contractor shall also indemnify, defend, and hold harmless City, and its directors, officers, employees, and agents from and against all liability (including without limitation all claims, damages, penalties, fines, and judgments, associated investigation and administrative expenses, and defense costs, Docusign Envelope ID: 1A3D2FB2-80EC-4700-9A72-A63398192E72 10/22/2024 C3 130 of 284

12.0 ASSIGNMENT AND SUBCONSULTING

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14.0 FINANCIAL RECORDS

16.0 CONFIDENTIALITY

16.3 Contractor’s obligations under this paragraph shall survive the termination of this Contract.

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Professional Services (Non-Construction) (RFP)(NPW) 7 of 9 NAMEX [51960-2] 00051960 4

Contractor further agrees that no employee, agent or subcontractor for Contractor shall perform any work for the City pursuant to this Contract which will violate the Conflict Laws.

19.0 DUTY OF INDEMNIFICATION

The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance.

19.3 Contractor’s costs of defense shall not exceed Contractor’s proportionate percentage of fault as adjudicated by a court of law, as required by California Civil Code section 2782.8.

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20.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.

21.0 SERVICE OF NOTICE

21.2 A Party may change its address by giving notice as provided above, and the changed address shall thereafter be deemed to be the address set forth in Section 1.0.

22.0 SPECIAL PROVISIONS
This Contract is subject to, and Contractor shall comply with, the special provisions referenced in Exhibit E, if any.

23.0 EXHIBITS
All documents referenced as exhibits in this Contract, or referenced in an exhibit to this Contract, are incorporated herein.

26.0 MODIFICATIONS
This Contract contains the entire agreement, between the Parties and supersedes all prior negotiations, discussions, obligations, and rights of the Parties in respect of each other regarding the subject matter of this Contract. There is no other written or oral understanding Docusign Envelope ID: 1A3D2FB2-80EC-4700-9A72-A63398192E72 10/22/2024 C3 134 of 284

[Continued on page 9.]

27.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.

“City”

CITY OF VISTA, a chartered municipal
corporation

By:

JOHN CONLEY, CITY MANAGER
JOHN B. FRANKLIN, MAYOR

ATTEST:

KATHY VALDEZ, CITY CLERK

By:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY

By:

RISK MANAGEMENT REVIEW:

DOLORES GASCON, RISK MANAGER

By:

“Contractor”

NAMEX, statusx

By:

Name/Title

By:

Name/Title

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00051960 4 Exhibit B

EXHIBIT B
CONTRACTOR’S PROPOSAL

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PROPOSAL FOR AS-NEEDED BUILDING PLAN

CHECK SERVICES

City of Vista

September 3, 2024

Scott Fazekas & Associates, Inc.

TABLE OF CONTENTS

1. Cover Letter .............................................................................................................................. 1

2. Project Team and Scope............................................................................................................ 5

2.1 Project Manager, Scott Fazekas .................................................................................... 5

2.2 SFA Team ..................................................................................................................... 5

2.3 Plan Check Services ...................................................................................................... 8

2.4 Turn Around Time ...................................................................................................... 10

2.5 Additional Services ..................................................................................................... 10

2.6 SFA Organization Chart ............................................................................................. 11

3. References ............................................................................................................................... 12

4. Consultant’s Concurrence With Agreement & Insurance Requirements ............................... 12

5. SFA Work Product Examples ................................................................................................. 12

6. Exceptions to RFP - NONE .................................................................................................... 12

7. Fee Schedule - Submitted Separately ..................................................................................... 12 APPENDIX - SFA Resumes
APPENDIX - SFA Work Product Examples

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2 Corporate Park, Suite 206, Irvine, CA 92606-5103 • 949/475-2901 • FAX 949/475-2560 • [email protected] 1 An Equal Opportunity Employer

1. COVER LETTER
September 3, 2024

City of Vista
Mr. Nabil Chehade, Building Official
200 Civic Center Drive
Vista, CA 92084

Subject: Proposal for As-Needed Building Plan Check Services Dear Mr. Chehade:

Scott Fazekas & Associates, Inc. (SFA) appreciates the opportunity to submit this Proposal to the RFP to provide As-needed Building Plan Check Services to the City of Vista. SFA has a great team that can offer Building Plan Check Services as requested in the RFP in a timely manner, via digital and/or paper plan review. The Scope of Work proposed by SFA covers comprehensive building architectural, structural and fire-life safety, plumbing, mechanical, electrical, energy, disabled access, green building and City Ordinance and Policy reviews consistent with the administrative protocols as directed by the City’s Building Official. All projects produce typed plan check correction lists with each submittal and resubmittal until final approval and transmittal to the City of Vista. All paper plans are couriered to the City to guarantee safe delivery.

Founded in 1996 by Scott Fazekas, President, as a California Corporation, SFA is financially stable having never borrowed money from a bank or any financial institution since it’s start up.

SFA has been in business for 28 years and is located at 2 Corporate Park, Suite 206, Irvine, CA 92606. Our office phone number is 949-475-2901. We exclusively serve municipal building departments with zero private sector work to avoid any potential conflict of interest.

SFA’s primary service is building plan review. SFA has performed over 250,000 plan reviews and has provided plan check services which have included every type of construction and occupancy group in the building spectrum. SFA does not use any subconsultants.

Several notable projects are provided in the Appendix of this Proposal with their information and reference contacts.

SFA proposes to provide Building Plan Review Services with a plan check staff comprised of licensed professionals with tenure specifically in building safety plan review including architects, civil engineers, structural engineers, CASps, LEED APs and ICC Plans Examiners. Each individual of the plan review team has many years of diverse and relevant experience, allowing efficient scheduling and execution of plan review for every type of project that the City may encounter. Resumes for each plan check engineer are provided in the Appendix, documenting their experience, licenses and certifications. SFA utilizes a simple organizational structure in which Scott Fazekas oversees the quality and consistency of the plan review team interacting personally with each engineer on their projects. Each Engineer is the project manager for each plan reviewed and is the contact person for the applicant for each project received.

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2 Corporate Park, Suite 206, Irvine, CA 92606-5103 • 949/475-2901 • FAX 949/475-2560 • [email protected] 2 An Equal Opportunity Employer

City of Vista
September 3, 2024
Page Two

SFA has a Template used at the front of all plan review lists which cover items unique to the City to ensure City Policies are followed. Any items the City views as critical information will be included in this process. SFA customizes services to its clients by aligning the jurisdiction’s policies, protocols, ordinances, interpretations, and administrative document formats with internal processes. This results in services which are tailored to the specific needs of Vista by using customized agency data lists of unique and critical items that the City of Vista requires as part of the review process. SFA is experienced with Bluebeam and can adapt to any system the City is currently using.

Problem solving for projects with unique issues requires a combination of code knowledge and an attitude of wanting to find solutions for barriers to a proposed project. Scott Fazekas, who will be the Project Manager has over 50 years in building safety, has served as Building Official in over 20 jurisdictions and has been instrumental in solving unique obstacles to a wide range of projects. He has taught numerous code classes, served on many committees and participated in finding solutions for a wide range of unique projects. He often consults on code and administrative issues for Cities even on projects that are not SFA reviews. He has processed numerous Alternate Methods and Materials Requests (AM&MRs) over the years for both simple and complex projects. Code interpretations and thorough code history and understanding of the Code intent are the route to finding solutions and are offered by SFA.

SFA staff have developed updated standard correction lists for plan review every three years when codes are updated and share them with all jurisdictions in the region. SFA has only one office location in Irvine. Plans are never shipped out to another location. This is by design to maintain the highest possible quality control. Close communication and information sharing between plan check engineers creates a productive and comfortable work environment. All staff are paid hourly with 1.5 time over time pay which is always approved. Plan check engineers always meet their deadlines and are always authorized overtime when needed.

SFA produces a Daily Scheduling Report that shows due dates for all plans actively being checked. The report is monitored daily to assess workload of each engineer to assure that they have adequate time to plan check every plan assigned to them in a timely manner. As new work comes in daily this Report will be reassessed and adjustments made to workload if any of the engineers receives an unusual amount of rechecks or revisions that might affect them meeting their turn around time on other plans.

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2 Corporate Park, Suite 206, Irvine, CA 92606-5103 • 949/475-2901 • FAX 949/475-2560 • [email protected] 3 An Equal Opportunity Employer

City of Vista
September 3, 2024
Page Three

SFA’s customer service consists of numerous internal practices, policies, and equipment configurations that all work together to provide courteous, timely, professional, personal communication with applicants, owners, design professionals and developers. SFA offers Applicant Questionnaires to solicit feedback from the design team. Our systems also provide verifiable tracking of plans, due dates and deliverables which are used internally and are available to the City when requested. Our Correction List comments are clear to understand with code sections referenced for clarity. Follow up comments focus on resolving outstanding corrections and avoid adding new or changed comments. Customer service is also enhanced by maintaining tenured employees and not farming any plan reviews out to subconsultants.

SFA is experienced in electronic plan reviews as well as working with different City digital plan log systems. Currently, over 90% of plans reviewed by SFA are in digital format which we review using Bluebeam. We also have Adobe Reader as a backup alternate software. We have worked with EnerGov, OpenGov, E-Plan Review, Accela, Viva Civic, and others.

Another key advantage of SFA is the utilization of a custom Plan Log System that provides centralized data management for the plan review process. The entire plan review process is tracked and orchestrated in the system. A self-service status portal is accessible by applicants and/or City staff via the SFA website (scottfazekasandassociates.com), providing detailed status for each project. This is available to applicants only when authorized by the City.

SFA offers, as one of our strongest assets and ways of evaluating our ability to meet the City’s needs, our track record during our seven years of history as a consultant to the City. We have delivered consistent, quality, on-time reviews and have also always been available to discuss projects with applicants and the City. We have also been available to discuss code interpretations in general whether or not it was for a project we were plan checking. We have interacted with the City on AM & M’s and have been available to discuss state statute issues.

We have also worked successfully with the City, including City’s legal counsel in dealing with a challenging product inventor and their legal counsel. In summary, we have history with the City which makes assessment of our ability to meet the City’s needs very transparent.

The following Proposal is provided for your consideration and remains valid for 180 days after submittal. The terms as stated in the RFP, including insurance requirements and terms of the contract, have been reviewed and we agree to the terms stated. SFA looks forward to being considered as a resource to continue serving the City’s building plan review needs.

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2 Corporate Park, Suite 206, Irvine, CA 92606-5103 • 949/475-2901 • FAX 949/475-2560 • [email protected] 4 An Equal Opportunity Employer

City of Vista
September 3, 2024
Page Four

Scott Fazekas & Associates, Inc. (SFA) appreciates the opportunity to submit this Proposal to the City of Vista. The undersigned below is the owner and will be the person to contact regarding this Proposal and all services which may be provided to the City of Vista. He will be the person responsible throughout the term of the Agreement, if selected as your Consultant.

Sincerely,

SCOTT FAZEKAS & ASSOCIATES, INC.

Scott R. Fazekas, AIA, NCARB, CBO, LEED AP, CASp
President
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5 2. PROJECT TEAM AND SCOPE

2.1 Project Manager, Scott Fazekas
Scott Fazekas will be the Project Manager and will be personally involved with the plan review staff to ensure quality service is delivered to the City of Vista. Mr. Fazekas has served on committees, and lectured at seminars, for the two primary organizations which represent building safety professionals: I.C.C. and Calbo. He served four years on I.C.B.O.’s General Design Code Development Committee which then became the Structural Code Review Committee in 1999. He also served six years on the ANSI A117 Committee which develops the accessibility standards used in the federal and state access regulations.

Name Qualifications Type of Review Work
Scott R. Fazekas, President

AIA, NCARB, CBO,
CASp, LEED AP
Registered Architect, CA
Colorado, Nevada, NCARB
Certified Plans Examiner
ICC/Calbo
Certified Building Inspector,
ICC/Calbo
LEED Accredited Professional,
USGBC
Certified Access Specialist
(CASp) DSA
Certified Building Official, ICC
Building, Plumbing,
Mechanical, Electrical, T24
Energy, Accessibility,
CalGreen
Scott Fazekas, as Principal and Project Manager, will be responsible for the administration of services and seeing that services are tailored to the specific needs of the Agency. He has managed consulting plan check and building safety services for over 38 years. He is also involved in the plan reviews; interacting with all of the plan check staff during the review and recheck process. When contacting the City’s Building Official due to specific issues or interpretations on a project, he is always involved with the decision before making contact. Mr. Fazekas is Past President of the Orange Empire Chapter of I.C.C. and has served on the Code Development and Education Committees. He also currently serves in the capacity of Building Official for two cities and stays abreast of changing regulatory trends.

Mr. Fazekas has a hands-on approach for managing all of SFA’s clients. He is available personally for questions from Building Officials and other City staff as well as applicants and interacts daily with all of SFA’s plan check engineers relating to code questions or other difficult issues that may arise during the course of a plan check.

2.2 SFA Team
The plan check engineers available to the City of Vista are all licensed professional architects or engineers, each of which performs comprehensive building, plumbing, mechanical, electrical, energy, disabled access, green building and City ordinance and policy reviews consistent with the administrative protocols as directed by the City’s Building Official.

The SFA plan review team are trained in the format required by the City for plan review and are available on an as-needed basis to receive, schedule and deliver on-schedule plan reviews.

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6 SFA’s activities in professional organizations are represented in the resumes of Scott Fazekas and the team of plan check engineers. One of SFA’s senior plan check engineers, Ganesh Rao, S.E., has developed and instructed the Calbo Structural Code Update Seminar for the C.B.C.

Additionally, Vic Penera, S.E., served as Chairman of the I.B.C. Structural Code Development Committee and was involved in the drafting of the I.B.C. structural provisions. Brett Archibald, one of SFA’s plan check engineers, took the initiative in developing both a commercial and a residential checklist for the 2010, 2013, 2016, 2019, and 2022 California Codes. This has been shared with local I.C.C. Chapters and client agencies. Staying abreast of the code industry is key to SFA’s philosophy of serving as a highly-trained extension of the City’s staff.

Name Qualifications Type of Review Work
Ganesh Rao, S.E. Registered Structural Engineer,
CA
Registered Professional
Engineer, CA
Certified Plans Examiner,
ICC/Calbo
Building, Plumbing,
Mechanical, Electrical, T24
Energy, Accessibility,
CalGreen
Mr. Rao has diverse design experience of wood, concrete and steel in low, mid and high-rise structures of varying occupancy groups. Now focused on plan review, he brings a thorough knowledge of current structural code provisions. Mr. Rao has done many of the more unique and/or complex projects reviewed by SFA. He is currently working on the Garden Grove Civic Center Revitalization which is a 3-story Police Department and a 4-story Parking Essential Services facility of Type 1 construction. He has reviewed high-rises, schools, Amazon fulfillment centers, large scale mixed use facilities, mid-rise parking with condo and apartment wraps, schools, etc . . . He reviewed the Great Wolf Water Park which had several AM&M’s for a high rise hotel, mixed use and indoor water theme park with water slides and three indoor pools. He has worked for SFA for 26 years.

Vic Penera, S.E. Registered Structural Engineer,
CA
California Structural Engineers
Association of Southern
California
American Society of Civil
Engineers;
International Conference of
Building Officials
Building, Plumbing,
Mechanical, Electrical, T24
Energy, Accessibility,
CalGreen
Vic Penera was previously with the City of Los Angeles Building Safety with many years experience in plan review and ultimately as the Deputy Director of the Building & Safety Department. He was involved with the L.A. City Hall High Rise seismic upgrading base isolation project and has reviewed a wide range of complex occupancies including essential services facilities, private schools, OSHPDIII projects, mixed use facilities, etc . . .

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7 Name Qualifications Type of Review Work
Brett Archibald, P.E.

CASp
Registered Civil Engineer, CA
Certified Plans Examiner, ICC
Certified Mechanical Inspector,
ICC
International Code Council
American Society of Civil
Engineers
Build it Green Certification,
CA
Certified Access Specialist,
CASp
Building, Plumbing,
Mechanical, Electrical, T24
Energy, Accessibility,
CalGreen
Brett Archibald has 23 years’ experience in residential and commercial plan review. He is responsible for keeping SFA’s Correction Lists updated at each Code adoption cycle and is the lead person for Energy Code updates. He is also the primary person in working with IT services and working with client’s software and file transfer protocol needs. He has most recently reviewed a multi-story 45-unit housing development with mixed use facilities throughout.

Peter Tang, P.E. Licensed Civil Engineer, CA Building, Plumbing, Mechanical, Electrical, T24
Energy, Accessibility,
CalGreen
Peter Tang joined SFA after having spent sixteen years in structural design. His expertise in wood-framed structures and rack design has made him a valuable resource. He also worked in- house in Norwalk for several hours per week on a regular schedule for five years. He is currently working on a pair of 5 Story existing Residential with a Parking Buildings with rooftop occupancies being added, one with a stage which involves interesting code requirements. Mr. Tang has 22 years’ experience in residential and commercial plan review.

Kyle Tonokawa, P.E.

CASp
Registered Civil Engineer, CA
Certified Access Specialist,
CASP
Building & Structural,
Plumbing, Mechanical,
Electrical T24 Energy,
Accessibility, CalGreen
Kyle Tonokawa joined SFA in 2018. He has plan checked and approved plans, design calculations and reports for various commercial and residential buildings and developments for compliance with the California Building Code, State Title 24 Accessibility, ADA and Energy requirements. He has done many complex projects. He has been the primary reviewer for a recent 62-acre World Energy Paramount Bio-Fuel Refinery which has presented many unique code issues. He has done many 5 Story Parking and Residential wraps in recent years, as well as new mixed-use facilities. He has 35 years of combined experience with L.A. City, Anaheim and Irvine Building Departments.

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8 Name Qualifications Type of Review Work
Kam Chitalia, S.E., CBO
CASp
Registered Civil Engineer, CA
Registered Structural Engineer,
CA
Certified Access Specialist,
CASp
Certified Plans Examiner, ICC
Building & Structural,
Plumbing, Mechanical,
Electrical T24 Energy,
Accessibility, CalGreen
Kam Chitalia joined SFA in 2019. He has provided comprehensive plan check services for all of SFA’s client agencies. His reviews include checking for compliance with all state and local codes, ordinances, regulations and City-specific policies. He has 32 years of building safety experience with City of Irvine and SFA and 5 years in the private sector in structural design.

Randy Buck, Electrical IAEI Professional Member Electrical Review Randy Buck provides specialized electrical plan review for all types of commercial and industrial and residential buildings. He worked as Chief Electrical Inspector and then Chief Inspector in the City of Costa Mesa and now works for SFA reviewing Electrical plans and consulting with the plan check staff on electrical code. Mr. Buck is a past President, International Association of Electrical Inspectors (IAEI).

2.3 Plan Check Services
SFA will perform comprehensive plan review services for residential, commercial and industrial buildings and structures. Plan review consists of checking the review of plans, structural calculations, soils reports, energy calculations, verification of compliance with the most currently adopted versions of the California Building Standards Code and the City of Vista Municipal Code. SFA will also make sure all relevant State and Federal Laws are adhered to.

Coordination between City, other applicable agencies, designers, consultants, property owners and builders in the community is included in the delivery of these services. The purpose of providing this service is to ensure building code compliance and safety, and that buildings and structures are built to minimum standards to safeguard life or limb, health, property protection and public welfare. The scope and areas of these codes are as follows:
• California Building Code, 2022 Edition (And whatever Edition goes into effect as mandated by State Law) This includes the California Access Regulations in 11A & 11B. • California Mechanical Code, 2022 Edition
• California Plumbing Code, 2022 Edition
• California Electrical Code, 2022 Edition
• California Energy Code, 2022 Edition
• California Residential Code, 2022
• California Green Building Standards Code, 2022
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9 • California Existing Building Code, 2022
• California Historic Code, 2022
• All California Adopted Codes
• All California Statutes which mandate local enforcement • All related State and Local Codes adopted by the City of Vista, as well as future adopted Codes and Ordinances during the term of the contract
• City Policies & Standards
• City Interpretations
SFA Will Also Be Reviewing the following Areas Specifically Requested in RFP:
• Review of Architectural drawings and technical reports and listings • Egress and fire Protection systems (Chapters 5, 6, 7, 8, 9 & 10 CBC) • Photovoltaic and EV charging systems
• Retaining Walls Systems
• Geotechnical Report review and incorporation into building design SFA Will Call for redesign of plans that:
• Will not function due to poor design
• Will create potentially unsafe construction
• Are found to violate an applicable law, code, ordinance or standard.

Some projects worth noting to illustrate a broad range of experience are as follows:
• New undergraduate dormitory 96,200k SF housing facility • New mixed use 10 story residential and indoor water park with retail • New Assisted living Facilities
• New Ambulatory Surgery Centers and Multiple OSHPD 3's • Multiple residential buildings (apartments and condos) 3 to 5 stories with podium construction and parking below
• Mixed use office, retail and housing facilities
• Multiple Cannabis Buildings including agriculture, packaging, retail and extraction • Multi-story parking structures
• OCSD Sheriff’s facility remodel upgrading to Occupancy Category Code IV • Multiple large warehouses
• Multiple multi-story office buildings
• Fire Stations
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10 • Municipal Event Centers
• Private School Buildings
• Large 5 story Distribution Hub Buildings 4 and 5 Story with multi-million sq. ft. areas • Three- and Four-Story mini-storage facilities
• Multifamily and Multistory residential projects
• Storage racks and large-scale conveyor structures
• Elderly Care and Child Care Facilities
• Blimp Hangars at MCAS Tustin - Evaluation and Re-Use
• Municipal Multi-Story Police and Parking Facility Complex

2.4 Turn Around Time
SFA will meet or exceed the City’s expectations for turnaround times. All projects including residential, commercial and industrial will be scheduled with a ten (10) working day turnaround time. Unique large or complex projects would be as agreed upon in advance by the City’s Building Official. Rechecks or revisions will be scheduled with a Five (5) working day turnaround time. Field revisions will be scheduled with a three (3) working day turnaround time. Phone calls are returned the same day and are either taken at the time of call and usually within a 2-hour window. Any additional duties requested by the City would meet the agreed upon expectations of the City.

2.5 Additional Services
Additional Professional Services are offered as needed beyond those provided for plan check services. The need for other services will be determined by the Building Official. The additional service could entail evaluating requests for Alternate Methods & Materials (AM&Ms), review of special product use, single discipline review etc. SFA also has four CASp’s which are available for discussing interpretations and application of access regulations.

SFA Organization Chart Follows this page.

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11 2.6 SFA Organization Chart

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12 3. REFERENCES
Agency: CITY OF TUSTIN
Reference: Mariam Madjlessi, Building Official
(714) 573-3109
email address: [email protected]
Term: 1997 to present
Service: Plan Review
Agency: CITY OF GARDEN GROVE
Reference: David Dent, Deputy Development Director
(714) 741-5343
email address: [email protected]
Term: 2020 to present
Service: Plan Review
Agency: CITY OF SANTA ANA
Reference: Jason Kwak, Building Official
(714) 647-5866
email address: [email protected]
Term: 2005 to present
Service: Plan Review
Agency: CITY OF COSTA MESA
Reference: Ziad Doudar, Building Official
(6714) 754-5604
email address: [email protected]
Term: 1996 to present
Service: Plan Review

4. CONSULTANT’S CONCURRENCE WITH AGREEMENT & INSURANCE

REQUIREMENTS
SFA concurs with the Professional Services Agreement terms and the Insurance Requirements.

5. SFA WORK PRODUCT EXAMPLES
Examples of SFA work products can be found in the Appendix.

6. EXCEPTIONS TO RFP - NONE
SFA certifies that it takes no exceptions to the RFP including the Sample Agreement.

7. FEE SCHEDULE - SUBMITTED SEPARATELY

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APPENDIX - SFA RESUMES

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SCOTT R. FAZEKAS

EDUCATION
Bachelor of Science in Architecture, California State Polytechnic University, 1980 Supplementary Structural Course Work, California State University, Fullerton, 1984

PROFESSIONAL REGISTRATION
Licensed Architect, California, C-19012, Colorado, Nevada, NCARB

CERTIFICATIONS
LEED Accredited Professional, LEED
Certified Access Specialist, DSA CASp-063
Certified Building Official, I.C.C. 808505-CB
Certified Plans Examiner, I.C.C., C.B.C. 808505-K-6
Certified Building Inspector, I.C.C., C.B.C. 808505-K-1

EXPERIENCE
Mr. Fazekas is President of Scott Fazekas & Associates, Inc. (SFA) which provides building official, building plan check and building inspection services to governmental agencies. He has interfaced with architects, engineers, designers, contractors, plan checkers, inspectors, developers and building owners to achieve code compliant building construction through the application of local, state, and federal codes and regulations.

Mr. Fazekas has 50 years of progressive experience working in and for building departments.

Prior to starting SFA, he was employed by BSI Consultants, Inc. (currently Bureau Veritas) as a Senior Vice President and Division Manager of the Building Safety Division. He was responsible for starting, developing and managing the Building Safety Division for 11 years. During that time, he served as building official in California and Washington jurisdictions and oversaw plan review services for more than one hundred client agencies. He also founded and served as President of Employment Systems Inc., which was a corporation dedicated to municipal staffing needs.

Before his term with BSI, he spent 13 years working for the building divisions in the Cities of Newport Beach and Costa Mesa where he worked his way through all levels in the departments from clerk to permit technician, inspector and plan check engineer.

Mr. Fazekas has plan checked buildings which encompass the full spectrum of building types and occupancy groups and has served as building official for over twenty jurisdictions through long term and interim contract arrangements. He has also contributed to both the design and code enforcement professions by regularly lecturing at code-related seminars and classes for Calbo and ICC. He served six years on the American Institute of Architects Building Performance and Regulations Committee where he, as AIA’s representative, voted on the ANSI A117.1 Disabled Access Standards. He also served four years on I.C.B.O.'s General Design/Structural Review Committee and on the Orange Empire Chapter of I.C.B.O.'s Code Change Committee. He has served on the local Orange Empire Chapter of ICC’s Board and was President in 2005. He has served as both contract and interim Building Official for over 20 jurisdictions during his last 38 years in the private sector.

PROFESSIONAL AFFILIATIONS
American Institute of Architects (A.I.A.)
International Code Council (I.C.C.)
California Building Officials (CALBO)
Certified Access Specialist Institute (CASI)
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GANESH M. RAO

EDUCATION
Masters of Science in Civil Engineering, Brigham Young University, Provo, Utah Bachelor of Science in Civil Engineering, Bangalore University, India

PROFESSIONAL REGISTRATION
Registered Structural Engineer in California S4471
Registered Professional Engineer in California C52721
Certified Plans Examiner, I.C.C. 1136557-60

EXPERIENCE
Mr. Rao has been a building plan check engineer in SFA’s Irvine office since 1998. He reviews both commercial and residential plans for compliance with model codes and local ordinances. He has a total of 29 years of progressively involved engineering experience.

Prior to his employment with SFA, Mr. Rao spent eight years in the design field with experience in California, Nevada and Hawaii designing wood, steel concrete and post-tensioned low, mid and high-rise structures. Occupancies which he has performed design work for have included retail, medical, office resort, bridge, industrial, schools, parking structure and hangar facilities.

Some of Mr. Rao’s notable projects include two Amazon Fulfillment Facilities of 5-story Type I construction; Education First private school campus with some historic building re-use and new on-campus housing for students; the Ontario Event Center, numerous mixed-use mid-rise structures with parking, retail and housing complexes, many with snow loads in Mammoth Lakes; large-scale cannabis grow farms as well as processing facilities; a 45,000 sf residence in the desert with an airplane wing-like roof using finite element analysis in the design; the Great Wolf Water Park & Resort in Garden Grove with a 10-story hi-rise hotel; elderly care facilities; ambulatory surgery centers; and the Tustin Blimp Hangar evaluation re-use project. He has recently worked on the 62-acre World Energy Paramount project. This project is a biofuel manufacturing/processing facility with extensive overhead process piping as well as administrative and industrial buildings.

Mr. Rao has experience in a variety of geographic regions. His design experience includes projects in California, Nevada, Washington, Oregon, Hawaii and the Territory of Guam. His plan review experience has been in California, Nevada and Colorado. Mr. Rao has reviewed plans for code compliance for residential, tenant improvement, low to mid-rise, tilt-up warehouses, etc.

Projects included a three-dimensional finite element analysis of space frame for a mall in the Territory of Guam; Disney Building in Burbank utilizing Haunch moment connections; seismic retrofit of Mattel Distribution Center; an aircraft hangar; and Sony Technology Center in San Diego. Projects also included design and detailing of antenna structures ranging from 30 feet monopole to 400-foot latticed tower.

PROFESSIONAL AFFILIATIONS
International Code Council (ICC)

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VICTOR A. PENERA

EDUCATION
Bachelor of Science in Mechanical Engineering, California State University, San Diego 1968 Master of Science in Mechanical Engineering, University of Southern California, 1970 Supplementary Structural Course Work, California State University, Los Angeles, 1973-76

PROFESSIONAL REGISTRATION
Registered Structural Engineer, California 1976, S2083
Registered Professional Engineer, California 1971, C21629

EXPERIENCE
Mr. Penera joined SFA in April 2000 as a member of its plan check engineering staff after completing 30 years of service with the City of Los Angeles.

Having worked four years in the Department of Public Works and 26 years in Building and Safety with the City of Los Angeles, Mr. Penera has substantial experience in both design and plan checking of structural systems. In the 26 years he spent with LA Department of Building and Safety, he plan checked a wide spectrum of structures, occupancies and uses; from simple, wood- frame, single family room additions to complex, high-rise, steel office buildings.

During the last three years of his career with Los Angeles Department of Building and Safety, Mr.

Penera served as the Deputy Superintendent of Building in charge of the Engineering Bureau. As Chief of the Engineering Bureau, Mr. Penera oversaw a staff of 175 engineers, technicians and clerical staff responsible for the checking for compliance of state and local regulations related to building, electrical, plumbing, mechanical and zoning issues.

During this term in management, he oversaw ordinance adoption, council presentations, counter processes, programs for large scale preliminary review meetings, proprietary product listings, tracking and approvals and Alternate Methods and Materials Requests (AM&MRs).

During his time with SFA, Mr. Penera has performed comprehensive plan reviews of the full range of construction and occupancy types of both small to large scale projects. His career experience, credentials as a structural engineer and management experience have honed his abilities as a plan check engineer.

Mr. Penera was active in the development of the first International Building Code (IBC). For one year, he served on the Steering Committee for the development of the first draft of the IBC and for two years served as Chairman of the Structural Subcommittee to draft the structural engineering chapters (Chapters 16-26) of the proposed IBC.

PROFESSIONAL AFFILIATIONS
Structural Engineers Association of Southern California (SEAOC) American Society of Civil Engineers (ASCE)
International Conference of Building Officials (ICC)

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KAM CHITALIA

EDUCATION
Masters of Science, Civil Engineering, Clemson University, South Carolina Bachelors of Science, Civil Engineering, Bombay University, Bombay, India

PROFESSIONAL REGISTRATION
Structural Engineer, California (S3661)
Civil Engineer, California (C40594)

CERTIFICATIONS
ICC Certified Building Official (858212)
ICC Certified Plans Examiner (858212-06)
Certified Access Specialist (CASp-959)
Building Official Leadership Academy (BOLA) Graduate
Certified Post-Disaster Assessment Program (SAP) Evaluator Certified Post-Disaster Assessment Program (SAP) Coordinator

EXPERIENCE
Mr. Chitalia is a Building Plan Check Engineer with Scott Fazekas & Associates, Inc. (SFA) where he provides comprehensive plan check services for all SFA’s client agencies. His reviews include checking for compliance with all state & local codes, ordinances, regulations and City-specific policies.

Mr. Chitalia’s career began in 1984 where he worked in the private sector in structural design firms for 5-1/2 years where he designed multi-story buildings of steel, masonry, concrete and wood. In 1989, he began his career with the City of Irvine. His positions ranged from Associate Engineer to Senior Engineer to Principal Engineer, and he ultimately became the Chief Building Official/Manager of Building & Safety. During his 20 years of progressively responsible roles, he reviewed OSHPD projects for the State, complex multi-story structures including hi-rises, shopping centers, fire stations, condos, apartments, parking structures and churches. During a 9- year period as Principal, he supervised in-house staff that managed reviews of over $12 billion valuation. As Building Official, he interacted with local Fire (OCFA), Water District (IRWD), and County Health (OCHCA) and supervised over 80 staff members.

PROFESSIONAL AFFILIATIONS
California Building Officials (CALBO)
International Code Council (ICC), Orange Empire Chapter Certified Access Specialist Institute (CASI)

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KYLE B. TONOKAWA

EDUCATION
Bachelor of Science in Civil Engineering, California State Polytechnic University, 1985

PROFESSIONAL REGISTRATION
Registered Civil Engineer, CA (C43738)

CERTIFICATION
Certified Access Specialist (CASp), DSA CASp-0642

EXPERIENCE
Mr. Tonokawa is a plan check engineer in SFA’s Irvine office. He provides plan reviews of all types of construction and occupancy groups. Through his 33 years of municipal building department career, he has gained diverse experience in zoning reviews, testing of proprietary construction products and listing, grading reviews and geotechnical report reviews and management of plan check staff in addition to comprehensive plan review responsibilities.

Mr. Tonokawa began his career in 1985 as a plan check engineer with the City of Los Angeles where he worked for 13 years providing building, zoning and grading plan reviews. He then spent nine (9) years as Senior Plan Check Engineer with the City of Anaheim where he handled major projects, as well as code interpretation resolutions and project flow and scheduling. His most recent position before joining SFA was 11 years in the City of Irvine as Senior Plan Check Engineer where, in addition to complex plan reviews, he handled staff training, inter-departmental representation and interfacing with consultants in providing plan review services. He was also responsible for the implementation, coordination and daily operation of Irvine’s Tidemark permitting system and its later upgrades.

Mr. Tonokawa has reviewed numerous mid and hi-rise structures in his career. His reviews have included wrap-around mid-rise condos around parking structures, industrial complexes, hazardous material storage & processing, assembly buildings, private schools, churches, apartment complexes, offices, retail complexes & malls, essential services facilities and oil refinery projects.

Some of Mr. Tonokawa’s large projects are as follows: Twin 20-Story Office Towers in the Irvine Spectrum, 15-Story Marriott Hotel at the Irvine Broadcom Campus, 997-Unit Park Plate Apartments and Parking Garage, Tower of Terror at Disneyland, Garden Walk Shopping Mall at Disneyland, Finding Nemo Submarine Voyage at Disneyland, 77th Street LA Police Facility, and World Energy Paramount 62-Acre Bio Fuel Processing Facility.

During his term in Los Angeles, he was responsible for reviewing and working with applicants & manufacturers to determine test protocols for proprietary products. He reviewed test data for a range of proprietary products such as sprayed fireproofing, engineered lumber products, viscous seismic dampers and roofing products.

PROFESSIONAL AFFILIATIONS
Calbo - Post Disaster Safety Assessment Evaluator
California Office of Emergency Services - Essential Engineering Duties International Code Council, (I.C.C.)

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PETER K. TANG

EDUCATION
Bachelor of Science in Engineering, California State Polytechnic University, 1994

PROFESSIONAL REGISTRATION
Registered Civil Engineer, California, C59691

EXPERIENCE
Mr. Tang has been a plan check engineer in SFA’s Irvine office for 18 years. He reviews both residential and commercial plans for compliance with model codes and ordinances. With a background in forensic investigations on wood-framed structures, he is particularly well versed in wood structures.

Over an 18-yr. period, Mr. Tang has been exposed to a variety of engineering design assignments with three different structural design firms. He was employed by Seismic, Inc. in Pomona; Ficcadenti & Waggoner Structural Engineers in Irvine; and John A. Martin Structural Engineers in Los Angeles.

Mr. Tang has been an excellent supervisor to junior plan checkers in the area of wood framing.

His expertise in rack design has also made him a valuable resource in the review of increasingly large rack systems.

In his engineering design years, Mr. Tang was a project designer on Fresno State’s Savemart Center, a steel and concrete sports area; the Pacific Grand Resort, a steel conference center in Huntington Beach; the Westpark Tiempo Community in Irvine, a seismic retrofit of homes; and the Casa Gateway Condos in Pacific Palisades, a seismic evaluation of 3-story homes.

Through our current contract with the City of Norwalk, Mr. Tang worked in-house at the City one day per week for almost 8 years. He worked with applicants to answer code questions and to resolve plan check issues for both his projects as well as those of other SFA plan reviewers. His personality allowed him to be a successful ambassador.

Mr. Tang is uniquely familiar with the specialized needs of SFA’s clients when it comes to electronic submittal. His long tenure with different software systems has made him effective at troubleshooting areas which can be improved when new systems or changes occur. He interacts with our client cities and assists in the submittal process with our other engineers when necessary.

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BRETT A. ARCHIBALD

EDUCATION
Bachelor of Science in Civil Engineering, California State San Diego, 2002 Structural Emphasis in Course Work

PROFESSIONAL REGISTRATION
Registered Civil Engineer, California, C69206

CERTIFICATIONS
Certified Plans Examiner, I.C.C. 5114159-60
Certified Mechanical Inspector, I.C.C. 5114159-41
Build It Green Certification, CA
Certified Access Specialist, DSA CASP-122

EXPERIENCE
Mr. Archibald is one of SFA’s professional staff in the Irvine office. He has 19 years of experience with SFA reviewing both residential and commercial projects. He is responsible for tracking changes in T-24 Energy Regulation and updating all staff.

Mr. Archibald started internship with SFA during college summer breaks and immediately started full-time upon graduation in 2002. He has performed reviews of all construction types and occupancy groups during his tenure including new structures, additions and alterations.

Mr. Archibald has experience in plan checking a variety of projects including single and multi - family housing, tenant improvements, new commercial and industrial buildings, seismic retrofits, tilt-up warehouses, etc. These projects involved structural systems such as wood framing, light gauge steel, moment frames, cantilever columns, concrete and masonry.

Mr. Archibald has taken the lead role of developing and updating SFA’s Commercial & Residential Standard Correction Lists used by the entire plan check team. He has also been the key plan check engineer to follow all the T-24 energy updates and is the “go to” person for energy questions. As a CASp, he also maintains updated training as a CASI member.

Mr. Archibald interacts with client cities on implementing electronic plan reviews as well as doing data entries in the client’s tracking system such as Accela or Eden or EnerGov when needed. He has been instrumental in assisting clients in the process of implementing digital plan review for plan intake and review. He is also SFA’s key representative when client’s software systems change and protocols change or when SFA is initiating services with a new client.

Mr. Archibald has also been instrumental in helping to establish tailored documentation for some of SFA’s newer clients or clients which are modifying procedures or policies. His computer skills have assisted in the coordination of SFA processing with the needs of clients.

PROFESSIONAL AFFILIATIONS
International Code Council (ICC)
Certified Access Specialist Institute (CASI)

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RANDY BUCK

EDUCATION
Electrical Engineering, California Polytechnic University, San Luis Obispo, CA Whitworth College, Spokane, WA

EXPERIENCE
Mr. Buck works for SFA to provide electrical plan review services on large or complex projects and interfaces with all plan check staff as-needed on unique electrical code issues. He has worked for SFA since his retirement from Costa Mesa in 2017.

Mr. Buck has worked in the electrical industry for the past 40 years, starting as an electrician, electrical contractor and then entering the public sector as an electrical inspector for the City of Costa Mesa. He retired after 30 years of service as the Chief Inspector and Electrical Plan Checker for Costa Mesa. He presently teaches electrical code and ordinances for the International Brotherhood of Electrical Workers (IBEW).

During his 30-year tenure with the City of Costa Mesa, he plan checked and inspected the electrical on large multi-family residential complexes and numerous commercial facilities. Some notable projects were the Segerstrom Concert Hall which was a large, complex project on an extremely tight timeframe; Triangle Square which had large fault current, generator and an EM lighting system; and Toyota Racing Development (TRD) which had large dynamometers which were unique, custom, one-of-a-kind equipment for their test facility.

Prior to his experience with the Costa Mesa Building Division, Mr. Buck worked for two Electrical Contractor firms: Foster Electric & Engineering and Walker Electric. He worked 4 years with Foster Electric doing oil refinery hazardous location installations, restaurants and industrial food processing conveyors. With Walker Electric, he worked for 6 years doing large residential complexes up to 750 units, subterranean parking, tennis courts, a community building with racquetball courts, gym, streams, and pool.

Along with his present duties performing plan reviews with SFA, Mr. Buck teaches at the NJATC (IBEW Training Building) in Santa Ana. The program he teaches is accredited for Santiago Canyon Community College. His coursework covers compliance, calculations, and interpretation with the Electrical Code.

PROFESSIONAL AFFILIATIONS
International Association of Electrical Inspectors (IAEI), Past President IAEI Professional Member #6034372

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APPENDIX - SFA WORK PRODUCT EXAMPLES

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Following this paragraph are similar projects completed by SFA in the last several years and specific information pertaining to each job as requested in the RFP. SFA primarily specializes in providing building plan review services exclusively to governmental agencies. Other project experience can be provided at the City’s request.

Mercy House Motel Conversion to Transitional Housing
2274 Newport Boulevard, Costa Mesa, CA

Plan Check Engineer: Kyle Tonokawa, P.E.

Start Date: 9/26/22
Final Date: 12/13/22

City Contact: Ziad Doudar, Building Official
(714) 754-5614
email address: [email protected]

Mercy Housing was doing this project to meet the City’s need to provide homeless shelter housing by a court ordered date. The City contacted SFA prior to the plan submittal to do a site visit, explain the parameters and schedule and to work out a strategy for the plans to be in three phases to get construction started as soon as possible. Scheduling and access regulations were key issues. The project was initially built as a split-level Motel 6 with a pool deck, front offices, dining room and both open and underground parking. The 3 phases achieved approval through timely reviews and resubmittals with communication between all parties. This project involved public funds so despite having been built initially pre-1991, access compliance had to be addressed.

World Energy Paramount (WEP)
Bio-Fuel Manufacturing
14700 Downey Avenue, Paramount, CA

Plan Check Engineer, Ganesh Rao, S.E., Kam Chitalia, S.E., Kyle Tonokawa, P.E.

Start Date: 10/5/2022
Final Date: In Process/Not Completely Approved Yet; approx. 100 phases

City Contact: John King, Community Development Director Building Department
(562) 220-2049
email address: [email protected]

World Energy Paramount (WEP) is a 62-acre site being developed as a bio-fuel processing facility. It is the first facility in California by WEP. There are two large structural engineering firms providing designs and they are coordinated through WEP’s engineer who is the City’s contact for all interfacing needs. Flour Corporation and Air Products, Inc. are the two firms.

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The project scope is 1) remediation of contaminated soil and grading; 2) developing staging structures for an anticipated 3-year development phase; 3) developing 1- to 4 story factory structures including vessels up to 75 ft. high; and 4) developing a site-wide network of structures, towers and poles approximately 70 ft. high supporting bio-fuel piping with a total weight of approximately 600,000 tons. Due to soils conditions and ground water table at approximately 40 ft deep, 70 ft deep caissons have created challenges. Also, challenges to work through involved multiple easement abandonments and having agreements recorded for several separate parcels that make up the 62 acres. To accommodate WEP’s unique scheduling preferences, most structures are phased with foundation only and superstructures done separately. To date, SFA has received 232 plan check applications for this site. Many phases are approved but this is an on-going phased project.

Alexan Apartments and Parking Garage
34 E. Santa Clara Street, Arcadia, CA

Plan Check Engineer, Ganesh Rao, S.E.

Start Date: 5/1/23
Final Date: In Process/Not Approved Yet

City Contact: Ken Fields, Building Official
(626) 574-5420
email address: [email protected]

Alexan Apartments is a new 319-unit apartment building with underground parking consisting of 330,113 sq. ft. building area. It had a valuation of $74 million. It included a pool, spa and restaurant. The parking garage and podium were Type 1-A construction and the apartments on the podium were Type III-A construction. Some of the key issues on this project due to height and scale/area were 1) Fire Walls for separating areas to comply with allowable area; 2) the 3- hour garage separation by using 510 CBC exceptions; and 3) building height to grade since apartments are on top of the raised podium. Also, the “occupied roof deck” provisions apply to this project on the 5th level which is a relatively new code provision/exception. For disabled access in an elevator apartment Chapter 11-A had many adaptable feature requirements and the project also has some live-work units which also trigger Chapter 11-B access regulations for the public accommodation portions of the units. At this point after only the initial review has been performed. It is possible this project may be publicly funded and accessibility scope is yet to be resolved regarding accessibility issues.

On the structural side, the Type III-A residential is wood framed with Fire Retardant Treated wood (FRT) which decreases structural wood values due to Type A construction as well as FRT.

The settlement/dimensional change with 4 stories of wood presented the need for the engineer to address dimensional change issues as well.

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Cinema West 12-Plex Theater
1490 E. 2nd Street, Beaumont, CA

Plan Check Engineer, Ganesh Rao, S.E.

Start Date: 6/28/2019
Final Date: 10/11/2019

City Contact: Sara Retmier, Building Official
(951) 769-8517
email address: [email protected]

Cinema West was Type III-B Sprinklered, 12-plex, A-1 occupancy of 39,866 sq. ft. It had a valuation of $8.9 million. This project was part of a larger development which included about 6 other big box retail, fitness center and restaurants which were at different stages of construction.

The developer had not contacted Southern California Gas regarding a known easement and had found a high-pressure gas line with grading equipment. They were shut down temporarily and during that time accurate location of the line being determined also put a hold on their Theater project until resolved. This was worked through between the City, the architect and SFA.

The project went through two corrections and was approved on the third. Some of the key points unique to this project were high 40 ft. ceilings and high storefront glazing. There were some partitions designed as hanging partitions. The view angles for accessible Chapter 11-B viewing needed to be demonstrated. Also, the layout involved seismic isolation between some areas so seismic joints were necessary. Also, handrails and stepped aisles per 1029 CBC were addressed.

The building was built as a concrete tilt-up with stepped roof diaphragms. A number of corrections occurred on the diaphragm design, concrete out-of-plane wall anchorage at the roof as well as the wall foundation connections. There were also some fire protection details for the Type I Hood in the kitchen that were addressed in the corrections. 4-Level Parking Structure
15336 Newport Avenue, Tustin, CA

Plan Check Engineer, Kyle Tonokawa, P.E.

Start Date: 6/24/2019
Final Date: 9/13/2019

City Contact: Mariam Madjlessi, Building Official
(714) 573-3109
email address: [email protected]

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Schools First Federal Credit Union is the owner who was building this to go with their adjacent 3 story office building which SFA had also previously reviewed. It was built as Type 1-B construction, S-2 occupancy and 291,089 sq. ft. providing 921 parking stalls. It had a valuation of $13.5 million. While it was titled 4-story, it was 4 levels of parking but qualified as a 3-story structure from a code perspective with an occupied parking deck roof.

Some of the key issues that were addressed in the reviews were 1) it was in a liquefaction zone and required 50 ft. deep borings by the soils engineer; 2) the foundation design for moment frame; 3) one of the grade beam designs; and 4) rooftop solar array configurations not meeting 503 C.B.C and some exit travel distance questions. There were also some issues with undersized electrical conductors and equipment. The project required 2 reviews with corrections and was approved on the 3rd submittal.

Mixed Use 5-Story
10201 Garden Grove Boulevard, Garden Grove, CA

Plan Check Engineer, Ganesh Rao, S.E.

Start Date: 1/5/2023
Final Date: In Process/Not Final Yet

City Contact: Phil Nguyen, Deputy Building Official/PC Manager (714) 741-5328
email address: [email protected]

This 5-story included a Type 1-A, S-2 occupancy parking garage with podium construction, floors 1-3 above as commercial occupancies of A-3, B, M and U occupancies and floors 4 and 5 as residential R-2 occupancies. It also included an occupied roof as well. Floors 1-5 above the podium were Type III-A construction. The project was 207,349 sq. ft. in area with a valuation of $25 million. This project had its complete initial review and has not yet been resubmitted.

This project had issues with 1) mis-labeled sprinkler design type; 2) roof top occupancy egress; 3) possible access parking requirement count due to the commercial physical therapy tenants; 4) access compliance for both residential and commercial occupancies (Chapters 11-A and 11-B, C.B.C.); 5) conflicts in the soils report with the design for the intended loads from construction type and number of proposed stories; and 6) collector design for concrete shear walls.

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2 Corporate Park, Suite 206, Irvine, CA 92606-5103 • 949/475-2901 • FAX 949/475-2560 • [email protected]

An Equal Opportunity Employer

SFA FEE SCHEDULE

Plan Check Services are proposed based on a percentage of the City’s Plan Check Fee, with hourly rates for work not covered by the percentage fee.

The categories are listed as follows:

Fee Category Consultant Fee as Percent of Plan Review Fees Plan Check Review Sixty-Eight Percent (68%)
Repeat Plan Check Review No Fee unless City Authorizes an Additional Fee Expedited Plan Check Review 1.5 x Regular Fee
Structural Only Plan Review Thirty-Five Percent (35%)
PM&E Only Thirty Percent (30%)
Deferred Submittals $125/Hr.

Hourly Rates Not Covered by % $125/Hr.

Revisions to Approved Plans $125/Hr.

Repetitives Such as Tracts Sixty-Eight Percent (68%) of City’s Reduced Rate Small Projects Minimum $300

• Excessive plan checks are seldom charged an extra hourly rate as such projects are likely not running smoothly by the developer’s team and additional charges only exacerbate the situation. When plans are revised or incomplete for which the City agrees charging additional hours is warranted, a rate of $125/hr. is proposed. Before imposing such charges, the correction list will give an advance notice that further unresponsive resubmittals will incur hourly charges which is intended to incentivize providing complete plan check responses. This is negotiable and SFA will follow whatever protocol and policy the City so directs.

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00051960 4 Exhibit C, Page 1 of 3

EXHIBIT C

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering Code 1 (any auto), with limits no less than $2,000,000 per accident for bodily injury and property damage.

Contractor shall also provide the additional coverages checked below and at least as broad as:

4. Professional Liability, with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

1. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of with respect Docusign Envelope ID: 1A3D2FB2-80EC-4700-9A72-A63398192E72 10/22/2024 C3 165 of 284

00051960 4 Exhibit C, Page 2 of 3
to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10, CG 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used), unless otherwise approved in advance by City.