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Charles Abbot Associates Inc. • • • Charles Abbott Associates, Inc. • • professional services -e IN, . • 4 • ,. . I I: -stie4 : . , I • ., „e. • , _:... : • • • "Helping public agencies provide effective and efficient municipal services to improve communities since 1984" • • • Compensation Proposal for • • Building Inspection and Plan Check Services • • RFP No. 2014-12 - ADDENDUM • • • • Prepared for • City of Rosemead • • Attn: Michelle Ramirez, Community Development Director • 8838 E. Valley Boulevard Rosemead, CA 91770 • 1 • • By: • Charles Abbott Associates, Inc. • 27401 Los Altos#220 Mission Viejo,CA 92691 • Toll Free: (866)530-4980 • www.caaprofessionals.com ID • • • • • • • March 5, 2015 • Subject: Compensation Proposal for Building Inspection and Plan Check Services • Charles Abbott Associates, Inc. (CAA) is pleased to submit the enclosed all-inclusive • Compensation Proposal for Building Inspection and Plan Check Services to the City of • Rosemead (City) as identified in the City's Scope Of Services. This includes, at a • minimum, the following personnel: • • Full-Time Building Official • • Full-Time Building Inspector • • Full-Time Permit Technician • CAA will provide counter coverage during the specified hours of 7am - 6pm Monday • through Thursday, including over the counter plan check services between the hours of 7am - 10am and 5pm - 6pm. Permits will be entered into the City's HDL system, or CAA • can provide our own permit issuance and tracking system to the City at no additional • charge. • CAA will work closely with the Planner and Engineer assigned to each project and perform all plan checks, including review of the final plan check, for compliance with all • local ordinances and State and Federal laws that pertain to Building and Safety, and for • compliance with the adopted Los Angeles County Residential Building Code, Plumbing • Code, Electrical Code, and Mechanical Code, Title 24, and the City Municipal Code. For plans exceeding the capability of the onsite staff or requiring additional project support, • CAA will provide pick-up and delivery of plans and specifications via either CAA • assigned personnel or a shipping service such as On-Trac or Eclipse at no additional • cost to the City. Plans will be picked up and logged in the CAA plan review tracking system before being routed to the appropriate plan reviewer for review. • CAA will also provide all construction inspections to verify that the work of construction is • in conformance with the approved project plans, as well as to identify issues of non- • compliance with applicable codes. Projects under construction by permit from the City will be inspected for compliance with the State of California Building, Mechanical, • Plumbing, Electrical, Energy, Green Building, and Accessibility Codes as adopted by the • State and amended by Los Angeles County. Inspectors are accessible and available to • meet with the project design team and/or the client's representatives to work out problems and help resolve issues quickly and efficiently. Our inspection staff easily • integrates into client organizations. Inspections will be performed Monday - Thursday • between the hours of 7am - 6pm and Fridays between the hours of 7am - 12pm by ICC certified Building Inspectors. • Additional staff will be provided as needed to meet any increase in workload. • • Should the City have any questions or require additional information, please contact Greg Robinson or myself. We appreciate the opportunity to propose our services, and • look forward to meeting with you to further discuss your service needs. • Sincerely, • • CHAR S ABBOTT ASSOCIATES, INC. • Rusty R. Reed, PE President • • • • • • RFP Addendum February 23, 2015 Page 5 • REVISED COMPENSATION PROPOSAL FORM • • • 1. The Consultant understands and agrees to all of the Scope of Services listed in the Request for Proposal No. 2014-12 (Building Inspection and Plan Check • Services) —ADDENDUM dated February 23, 2015. • • 2. The Consultant understands that the City of Rosemead is requesting an updated • proposal based on an all-inclusive percentage fee compensation only, based on all of the Scope of Services listed in the Request for Proposal No. 2014-12 • (Building Inspection and Plan Check Services) —ADDENDUM dated February 23, 2015 and that the City of Rosemead will not accept any hourly rates or additional • charges. • 3. The Consultant understands that any compensation proposal other than what is • being requested by the City of Rosemead in this ADDENDUM will be rejected and • disqualified from further consideration. 4. Revised All-Inclusive Percentage Fee Compensation • Building Services 100% Plan Check Services 1.00% • Consultant 60% % Consultant 50% • City 40% % City _ 50% • Rusty Reed President • Printed Name Title • • • a2ti -as�� 03/01/2015 • Sign ure Date • This form must be returned to the City of Rosemead, Community Development Director, • Michelle Ramirez, by 5:00 p.m. on Thursday, March 5, 2015. The City of Rosemead will • only accept this updated all-inclusive percentage fee compensation form and will not • accept any other form or addendum. Consultants that do not return this Revised Compensation Proposal by the listed date and time will be disqualified and no longer considered a candidate for the administration and • operation of the Building and Safety Division for the City of Rosemead. • • RETURN COMPLETED FORM BY 5:00 P.M., MARCH 5, 2015 S • Charles Abbott Associates S MAYOR: � City of Rosemead W[LLIdN AL ApcO.V .l MAYOR PRO TEN!: VI caper CLAD( 8838 L. P.O ALLEY BOULEVARD O BOX 399 COCVCIL MEMBERS: ROSEMEAD_CALIFORNIA 91770 S empa ADIEN:� I ELBPHONE:626Dfi9-2100 S,eV EN Is FAX 16361 307-921v Po] Liss February 2, 2015 Mr. Rusty R. Reed, PE President Charles Abbott Associates, Inc. 27401 Los Altos, #220 Mission Viejo, California 92691 Subject: City of Rosemead — Request for Proposal No. 2014-12 (Building Inspection and Plan Check Services) Dear Mr. Reed: As you are aware, the City of Rosemead is seeking a qualified firm to provide Consultant services to administer and operate the Building and Safety Division for the City of Rosemead. After careful review of Charles Abbott's proposal, the City would like to invite your firm for a formal interview to be held on Wednesday, February 18, 2015 at 9:00 a.m. Please contact Pat Piatt, Senior Management Analyst, at (626) 562-2102 by Monday, February 16, 2015 to confirm your attendance. We thank you for your interest and look forward to meeting with you. Sincerely, • Michelle G. Ramirez Community Development Director Charles Abbott Associates, Inc. AA pro(essin I _r,r. .s { r ` ` T , ` � xt[ "Helping public agencies provide effective and efficient municipal services to improve communities since 1984" Proposal for Building Inspection and Plan Check Services RFP No. 2014-12 Prepared for City of Rosemead Attn: Michelle Ramirez,Community Development Director 8838 E.Valley Boulevard Rosemead,CA 91770 By: Charles Abbott Associates, Inc. 27401 Los Altos#220 Mission Viejo,CA 92691 Toll Free:(866)530-4980 www.ca aprofessio na ls.corn TABLE OF CONTENT 1. Introduction 3 Company Profile 4 2. Executive Summary 6 3. Work Plan 8 Building Official Services 8 Plan Check Services 9 Building Inspection Services 11 Permit Counter Services 92 California Building Laws 13 Post-Disaster Safety Assessments 13 Transition Services 13 4. Performance Standards 15 5. Firm Qualifications 18 Proven Capabilities in the Public Sector 18 Staff Training 18 Mission Support 19 Quality Control 19 Project Controls 20 Commitment to Safety 20 6. Project Team 41 Key Personnel 22 Rusty R. Reed, PE 23 Greg Robinson, CBO 24 Robert Elkins, CBO 26 Rodney Sipma 27 Renee Meriaux, CBO, GASP. MCP 28 Ron Grider, PE, CBO 30 Steve Ahuna, PE, CBO - Registered Civil Engineer/Certified Plans Examiner 32 Paul Melby, CBO—Staffing and Quality Control 33 7. References 35 8. Compensation 38 9. Insurance 40 10. Statement of Understanding 41 11. Unanticipated or Significant Deviations 41 professional services 2 1 . INTRODUCTION December 8, 2014 Subject: Proposal for Building Inspection and Plan Check Services Charles Abbott Associates, Inc. (CAA) is pleased to submit the enclosed Proposal for Building Inspection and Plan Check Services to the City of Rosemead (City). Since 1984, CAA has been providing a growing number of cities with outstanding Building Services. Over the years, our vast knowledge, experience, and proven ability to satisfy the needs of cities and counties of all sizes has earned us the reputation of being one of the most qualified firms in the industry. Our consistently high standards of service are a direct result of nurturing a team of professionals with an exceptional work attitude, mind-set, experience and skills that are unique to CAA. CAA is exceptionally well qualified to provide the requested services to the City as described in our submittal. Our team is not only comprised of building & safety experts, but also highly trained professionals who are able to balance regulatory requirements, cost effectiveness, political considerations, and practicality when advising our clients. Due to our depth of professional knowledge and our 30 years of industry experience, we feel we are superior to any other consultant providing these services in Southern California. CAA looks for creative solutions for our clients' needs, and we are committed to ensuring cost effectiveness without sacrificing quality. CAA recently received a company rating of"2" by ISO for all of our California Cities in 2014. This rating illustrates CAA's commitment to mitigating losses and enforcing codes to improve safety in our communities. We maintain well-qualified and educated inspectors and plan checkers. Our staff regularly attends training courses, seminars, and conferences to ensure they are up-to- date on the most relevant issues in the industry. As an example of these advanced industry-training standards, CAA provides California Building Officials (CALBO) certified in-house training to ensure staff members are aware of all State mandated procedures, policies, and requirements. CAA customers benefit from the company's track record of maintaining the lowest employee turnover in the industry. Our clients enjoy maximized productivity and excellent working relations built from interacting with the same personnel who is already tuned in to their needs. CAA's team of qualified professionals includes registered engineers, scientists, building officials, certified inspectors, project managers, experts, support personnel and technicians of varied disciplines. Every member of our team has experience working in and with the public sector, and has a deep understanding of methods and systems that work for any particular task. We pride ourselves in becoming a truly integrated part of your team, ready and productive from day one of our engagement. Our employees take on regular staff functions and take a personal interest in representing the City in a professional and courteous manner in all their business dealings. Citizens, contractors, and other stakeholders will see our personnel as a seamless extension of your City staff. C.4.4 professional services 3 We also promise to be available on site and improve the transparency and reporting of what is happening in the field. Our role is to provide accurate communications to Council and managers, respond to citizen inquiries, and meet our commitments for service delivery. We are devoted to keeping our certified and licensed staff up-to-date on the latest practice, techniques and skills in their areas of specialization. Our approach to training is ongoing and not just occasional, guaranteeing work that is in full compliance to current standards. In addition, because our people are well trained, they face virtually no learning curve and are able to get to work immediately. We pledge the full resources and backing of our firm to ensure that the City has the most efficient and cost effective building services strategy available. We stand by our commitment to unparalleled professionalism and service, as evidenced by the average length of service with our clients of over 16 years. Company Profile Official name and address: Charles Abbott Associates, Inc. 27401 Los Altos, #220 Mission Viejo, CA 92691 Primary point of contact: Greg Robinson, CBO 27401 Los Altos, #220 Mission Viejo, CA 92691 Tel: (805) 431-9006 q req robi nson(eca aprofess ion a I s.co rn Entity type: Corporation Years in Business: 30 Federal Tax ID: 33-00753899 Company locations: CALIFORNIA—COMPANY HEADQUARTER 27401 Los Altos, #220 Mission Viejo, CA 92691 Tel: (949) 367-2850 Fax: (949) 367-2852 FLORIDA GEORGIA 3001 North Rocky Point Drive East, #200 Two Ravinia, #500 Tampa, FL 33607 Atlanta, GA 30346 Tel: (866) 530-4980 Tel: (866) 530-4980 Fax: (949) 367-2852 Fax: (949) 367-2852 04 professional services 4 COLORADO NEVADA 10955 Westmoor Dr, 4th Floor 8537 Stone Harbor Westminster, CO 80021 Las Vegas, NV 89145 Tel: (866) 530-4980 Tel: (866) 530-4980 Fax: (949) 367-2852 Fax: (949) 367-2852 ARIZONA TEXAS 60 E Rio Salado Parkway, #900 9595 Six Pines, Bldg. 8, Level 2, #8210 Tempe, AZ 85281 The Woodlands, TX 77380 Tel: (866) 530-4980 Tel: (866) 530-4980 Fax: (949) 367-2852 Fax: (949) 367-2852 SOUTH CAROLINA 4000 S. Faber Place Drive, #300 Charleston, SC, 29405 Tel: (866) 530-4980 Fax: (949) 367-2852 This proposal will remain valid for 180 days following the proposal due date, as requested by the City. Should the City have any questions or require additional information, please contact Greg or myself. We appreciate the opportunity to propose our services, and look forward to meeting with you to further discuss your service needs. Thank you in advance for your consideration. Sincerely, a7.04--a? •20, CHARLES ABBOTT ASSOCIATES, INC. Rusty R. Reed, PE President 27401 Los Altos# 220 Mission Viejo, CA 92691 (949) 279-4124 professional services 5 2 . EXECUTIVE SUMMARY CAA understands the City is currently seeking comprehensive Building Inspection and Plan Check Services to carry out all functions of the Building and Safety Division for the City of Rosemead. CAA will provide a full-time certified Building Official to oversee the division, including all building and plan check services, building inspections for all residential and non-residential buildings, investigating complaints to ensure compliance with all applicable building codes, full-time counter technician services, and additional services as requested by the City. Building inspection will be provided during regular City Hall hours of operation, Monday through Thursday from 7am—6pm, as well as Fridays from Sam— 12pm. Over the counter plan check services will be provided Monday through Thursday from 7am— 10am as well as from 5pm—6pm. CAA will dedicate highly trained staff members from our pool of resources to this project. Our staff will diligently carry out the duties of the Building and Safety Division, as well as other duties as assigned. Our staffing levels will ensure that all City building inspections and plan check services are conducted in an efficient and courteous manner that is responsive to the City and the public's needs. CAA has the experience, knowledge, and ability to manage such tasks, assignments, and responsibilities while reducing the City's financial and staffing burdens. Additionally, CAA has the ability to add certified and qualified staff whenever workload demands increase. Bob Elkins, CBO, will serve as the City's Building Official and will ensure that our policies, procedures, and manpower will provide the level of service the City desires. He will supervise the project and maintain continuous communication with the City to ensure that the City is 100% satisfied with our staff, our turnaround times, the quality of our work, and the overall teamwork between our staff and yours. Any shortcomings from the City's perspective will be dealt with promptly. CAA will perform all building and safety services outlined by the City. The CM professionals that will be assigned to the City have many years of municipal experience to support the City's Building and Safety Division. CAA's professional staff successfully services over 40 cities, including the cities of Mission Viejo, Aliso Viejo, and Laguna Niguel. CAA has been handling a complete package of City Building Department Services for over 30 years, including: A. Building Codes Administration B. Building Inspections C. Building Plans Review D. Environmental Management E. Code Enforcement The following promises demonstrate why CAA is the best-qualified service provider for the City of Rosemead: Service Above and Beyond: CAA professionals believe that just doing a "good"job is not enough for our clients. Our aim is to excel. This means that we do not function simply by the language of our contract, but that we constantly look out for the general good of the City, local neighborhoods, and its residents. Our employees become part of your team and view themselves as an extension of your staff in carrying out the duties of the City. CA4professional services 6 Innovations in Service Delivery: CAA continuously strives for innovations to improve public services. Government must be more accessible to the citizens, more convenient, timelier in responses, more cost effective, and performance oriented. Accountability in government has never been higher than it is today. We want to be your partner in delivering exceptional public service and promoting the City. We pledge the full resources and backing of our firm to assure that the City is able to deliver outstanding, cost-effective public service of the highest quality. CAA will provide the City with a team of highly qualified individuals to support your building and safety service needs, which include but are not limited to: A certified and experienced Building Official A certified and experienced Building Inspector (s) A certified and experienced Permit Technician Registered Professional Engineers for plan review A CASp Certified Specialist Other qualified CAA employees will be available for support as needed. CAA has been providing building and safety services to a growing number of cities and counties in the Southern California region since 1984. The following table lists some of the services we provide to meet the needs of our clients: SERVICE ROLES SERVICES • Building Official • Building & Safety Administration • Building Inspector • Plan Review • Code Compliance Officer • Building Inspections • Public Counter Technician • Accessibility Assessments • Public Works Director • Grading and Improvement Review • City Engineer • Environmental Assessments • Plan Checker • Municipal NPDES Programs • Fire Prevention • NPDES Review Specialist/Inspector • Public Works Administrative • Map Check Surveyor Services • Certified Environmental Trainers • Public Works Contracting • Project/Construction Engineer • Work Management and Budgeting • Landscape Manager/Supervisor Systems • Landscape Architect • Organizational/Personnel Audits • Redevelopment Agency Engineer • Evaluation of Fee Structures • Assessment Engineer • Grant/Funding Applications • Traffic Engineer • AB 939 Implementation • CASP Certified Specialist • Pavement Management • Asset Management CAA will provide all materials, resources, tools and training required for our professionals to perform their assigned duties, including vehicles, cell phones, iPads, and other technology devices that enhance our service. professional services 7 3 . WORK PLAN Building Official Services CAA has the resources and technical capabilities to meet the demands of the Building and Safety Division of the City as outlined in the RFP. Our Building Officials and Inspectors are ICC certified, and have an average of 20+years of construction and building department experience. The Building Official assigned to the City of Rosemead will: • Manage all building services functions • Enforce and interpret building codes and other regulations • Respond to concerns from residents, businesses, and other parties as required • Prepare various documentation such as reports and inventories • Prepare Senate Bill 1473 and SMIP fee reports • Conduct process reviews and make recommendations for process improvements, if applicable • Be available to provide testimony for administrative and legal proceedings • Conduct training and public outreach programs • Assist with other related duties as assigned by the City The following sections identify the basis of our service agreement and promises: • Architectural CAA staff is certified and experienced in all phases of architectural review, including construction types, occupancies, separations, heights, areas, egress means, and fire/life safety. CAA staff will bring many years of experience to the City's review and inspection process with respect to size, shape, and use of buildings with varying complexities. Many of CAA's staff are active in architectural code promulgation at the State and national level and several sit on CALBO and International Code Council (ICC) committees. • Structural CAA's plan check structural engineers have reviewed structural plans with varying degrees of construction complexity from single-family homes to high-rise multi-use facilities. CAA's plan check engineers maintain California registration with an average experience of over 30 years in structural and design plan check. • Mechanical CAA staff are experienced in plan check and inspection of mechanical installations from simple FAU applications to complex smoke control systems. CAA staff will bring such knowledge, experience, and understanding to City reviews and inspections. • Plumbing CAA staff is well knowledgeable and experienced in the review and inspection of plumbing plans and installations including applications from the simple to the complex. Since many of our staff has worked in the field, they can draw on their own expertise and experiences as the designer, developer, and inspector. (4 4 professional services 8 • Electrical CAA staff is experienced in the plan review and inspection of various electrical installations, both residential and commercial. • T-24 Energy CAA staff are well informed of California's Energy Efficiency Standards for Residential and Non-Residential Buildings, or "T-24 Energy" standards. CAA staff receives extensive annual training to ensure that each is aware of the specifics of these State programs. • Accessibility CAA staff attends State and locally sponsored CALBO and ICC training relative to disabled access. CM staff takes disabled access seriously and has been proactive on CALBO's Accessibility Compliance Committee. CAA will have a Certified Access Specialist Program (CASp) professional available. • LEEDs CAA recognizes the importance of and pursues environmentally conscious design and development procedures consistent with the U.S. Green Building Council (USGBC), Leadership in Energy & Environmental Design (LEED) certification standards. CAA has staff certified through the LEED process that are available to review City development projects that are required to have LEED Certification(s). • Green Building Code Review CAA can and will provide staff that are aware and up to date on the 2013 California Green Building Standards (CALGreen) Code revisions. As with LEED certification, CAA seeks to enhance and improve City development projects through cooperation and collaboration with stakeholders. CAA has taken extensive steps to implement and use more efficient or"green" service options to its clients. CAA can provide various communication options, including electronic plan review, video conferencing and virtual permit specialist, to our clients and applicants to reduce environmental impacts such as paper use and travel and commute impacts—all intended to reduce CAA's and the City's carbon footprint. Plan Check Services CAA will provide the plan review of any and all types of structures including, but not limited to, single family dwellings, multi-family dwellings, industrial and commercial buildings for compliance with all local ordinances and State and Federal laws that pertain to Building and Safety, and for compliance with the adopted Los Angeles County Residential Building Code, Plumbing Code, Electrical Code, and Mechanical Code, Title 24, and the City Municipal Code. Plan review will be performed in-house and off-site. Consummate Customer Service All of our employees have a passion for exceptional customer service. We take special interest in our performance of duties, always focused on efficient project processing and successful project outcomes. In addition the staff at CAA brings a can-do attitude to their work - always willing to meet with clients for pre-design meetings, pre-submittal C4.4 professional services 9 meetings, or as needed to resolve complex code related plan review issues in the most efficient manner possible. Responsive Project Management By cooperating and working closely with all entities responsible for project approval, we form a collaborative working relationship that centers on successful project processing. As a result, the development approval process with other departments is timely, seamless and efficient. We minimize surprises that can lead to costly delays due to plan revisions late in the approval process by beginning work early with the project design team involved with major construction projects. Our facilitative approach to project review stresses building safety while allowing for innovation in approach to resolve complicated building design issues. CAA also recognizes the needs of sensitive projects and those that require special attention to meet the needs of the community. General Plan Check Services Most plan review and rechecks can be performed in City Hall offices, more complex plan review will be performed in our corporate or regional office depending on the level of professional review required (e.g. Structural Engineers). CAA plan check staff is familiar with construction utilizing various state-of-the-art structural systems as well as the latest technology in mechanical and electrical systems. Staff project experience ranges from single-family dwellings to large multi-story buildings, including essential service buildings, commercial buildings, and industrial facilities. CAA Plan Check Service: • Review plans to ensure compliance with the current Adopted Los Angeles County Building Codes. • CAA will provide a plan check engineer available to meet clients if necessary. ;• The certified plans examiner will provide plan review for non-structural plans (conventional �/ R framing) including most room additions, tenant improvements, electrical, plumbing and - mechanical plans. • CAA will use existing (or create if none exist) standard plan checklist from the City to ensure consistency in plan review. • CAA will utilize electronic plan checking to increase efficiency and turnaround times where possible. • A comprehensive list of comments is prepared and returned to the client along with the plans. Communicating Plan Review Results Plan reviews, when not immediately approved, will result in two complete typewritten plan check letters with comments referring to specific details and drawings, and applicable code sections. We will provide a clear, concise, and thorough comment letter from which clients, designers, contractors, and owners can work. Comment letters are CAti professional services 10 delivered to our clients and other designated recipients via email, fax, and/or reliable overland carrier unless directed otherwise. CAA will transmit plan review comments and coordinate re-checks directly to the City or to the applicant if desired, and completed plan review documents ready for approval will be returned to the City for final approval. CAA proposes to provide every means available for contact Method Response Time Permit assistance at the public counter Less than one minute Telephone Within 24 hours Email Same Day Fax Same Day Virtual Window (SKYPE) Immediate Monthly Statistical Accounting End of each Month Other • CAA will overnight Building Plans using "OnTrac" or comparable shipping firm to transport plans for review for the first check and for all rechecks to and from the City to CAA's office where the plan check service will be provided. • CAA plan review times are a maximum of ten (10) working days for the first check and five (5) working days for rechecks. These are maximum turnaround times and our goal is to average less than half that time. • CAA provides accelerated plan review for additional cost. Plans are turned around in 48 hours for first plan check and rechecks from day of submittal. • CAA will attend any required meetings connected with the plan review or field inspection of projects. • CAA will provide after hours emergency response staff as well as a backup Building Official in the absence of the Building Official if requested. • CAA offers E-PlanSoft electronic plan review software at an additional cost, or will provide an FTP or similar system to aid in the plan review process at no charge. Building Inspection Services CAA will provide the inspection of structures under construction in the City for compliance with all local ordinances, State and Federal laws that pertain to Building and Safety, and for compliance with the adopted Los Angeles County Building Code, Residential Code, Plumbing Code, Electrical Code, and Mechanical Code. CAA will provide one full-time Inspector to the City who will generally be available during City Hall hours of operation as well as on Fridays from Sam — 12pm. Additional inspectors will be available as required by workload. A CAA Building Inspector will be available at all times to conduct urgent building inspections within one hour of notification, should they arise. 01.4 professional services 11 Inspection Personnel Qualifications CAA assigned staff will perform inspection services as required by the City. Competent inspectors will be provided whose background, experience, applicable certifications and demeanor demonstrates the ability to conduct inspections in accordance with jurisdiction standards. All CAA inspectors are ICC certified. Inspection Responsibilities Inspectors assigned to the City will perform periodic construction inspections to verify that the work of construction is in conformance with the approved project plans, as well as to identify issues of non-compliance with applicable codes. Projects under construction by permit from the City will be inspected for compliance with the State of California Building, Mechanical, Plumbing, Electrical, Energy, Green Building, and Accessibility Codes as adopted by the State and amended by Los Angeles County. Inspectors are accessible and available to meet with the project design team and/or the client's representatives to work out problems and help resolve issues quickly and efficiently. Our inspection staff easily integrates into client organizations. Guaranteed Response Times In an effort to provide quality assurance, CAA assures the City that all turn around times will be met or improved, all inspections will be conducted when requested, and emergency response will be timely and effective. • CAA will provide detailed weekly, monthly, quarterly, and annual reports of our activities to the City on accountability report forms approved by the City. The reports will include, but are not limited to, fees collected, staffing levels provided, staff hours expended, the number of permits issued, number of inspections, by type, made, and other financial, operational, and statistical information pertinent to the services provided. • CAA will conduct any necessary or required investigations as directed by the City. Investigations will include field and office research, investigation follow-ups and preparation of notices, letters, or documents. • CAA will provide and maintain all vehicles and equipment required or necessary to carry out inspections and duties of the Building and Safety Division. Permit Counter Services CAA will provide a full-time permit technician with computer skills and knowledge of plan check issues to the City Building and Safety Division at City Hall. The permit technician will be available Monday through Thursday, 7am to 6pm, as specified in the City's RFP. CAA will provide the processing of Building permits including building, plumbing, electrical and mechanical permits, plan check submittals, data entry, scanning, reporting, and other related permit technician duties as assigned. Our permit technician will enter permits into the City's HDL system, or CM can provide our own permit issuance and tracking system to the City at no additional charge. 01.4 professional services 12 California Building Laws CAA will prepare all required materials for the City to adopt the Los Angeles County Codes once the adoption process is completed by Los Angeles County for the triennial California code adoption process. Post-Disaster Safety Assessments CAA provides OES/CALEMA Disaster Service Worker certified building inspectors and licensed engineers to conduct post-disaster safety assessments of facilities in the event of a disaster. CAA will perform facility safety assessments and determine the condition of buildings for use and occupancy as quickly as possible to ensure people use safe homes and businesses, and are prevented from entering any unsafe structures following a disaster. Our staff will conduct a rapid evaluation and assist with a detailed evaluation of all structures, including construction inspection, plan checks, and evaluation of dangerous conditions. Transition Services Because of our staffs background and qualifications, we are able to accomplish transition faster. CAA organizes City Building Safety offices, writes adoption ordinances, develops standards and procedures, establishes training programs and provides trained inspection, clerical and counter staff. With CAA's Transition Services, the department's Building & Safety operations run efficiently without having to suffer the disruptions usually associated with this undertaking. The transition from the City's current service provider to the CAA team will be smooth, timely, and unnoticed by the public. We will review City forms, procedures, and policies immediately and will recommend any efficiency to the City. Any action will be closely coordinated with City Management. Our role is to effectively work with City staff, provide optimum services to the public, and to generate a cost benefit to the City. CAA has a proven track record with other clients, and we trust we can achieve similar results for your City. The following is an outline of the key tasks that generally need to be completed as part of transitioning to CAA staff. If selected, CAA will prepare a detailed list of tasks, along with a timetable for completion and tracking of progress. • Document services and tasks to be transitioned along with responsibilities for the parties involved. • Ensure a complete understanding of each item to be transitioned along with current status and anticipated workload. • Identify how past and existing permits and plan checks will be handled along with related responsibilities for issuance and/or inspection. • Develop review and control procedures. • Ensure proper records transfer. �� professional services 13 • Discuss fee collection and retention of fees already collected for plans, permits and inspections. • Develop timing and a schedule for transition. • Analyze space and other operational requirements. • Implement progress and monitoring reports. • Establish meeting schedules to assess transition. Usti professional services 14 4 . PERFORMANCE STANDARDS Plan Check Services We provide plan review services as directed by our clients. Our staffs expertise enables us to conduct reviews of any type of structure including: > single-family dwellings multiple-family dwelling units > industrial buildings > commercial buildings CAA thoroughly and promptly checks plans for compliance with all local ordinances and State and Federal laws pertaining to Building Codes, and for compliance with the adopted Building Code, Plumbing Code, Electrical Code, Mechanical Code, Disabled Access requirements, Energy requirements, and/or Fire Code. CAA offers electronic plan review to shorten turn around times and improve communication. We take charge of transporting and handling plans and provide the following levels of support for plan reviews: Complete Plan Checking > Initial Review > Re-checks > Accelerated Reviews > Other reviews as directed Our approach to plan checking ensures that plans submitted to CAA for review are properly tracked and processed. Our system ensures that each plan or permit is assigned, returned, and handled on time and within budget. The status of any plan can easily be determined at any point in time. Our registered professionals and certified plan examiners check all plans and calculations, thus assuring that the technical components and all code items are thoroughly reviewed. Most of our plans examiners are cross-trained and also certified as inspectors. This provides for a very efficient use of personnel and expedites the process for the applicant. We provide timely turnaround of plan checks and rechecks based on guaranteed turn- around times. Our staff also handles any coordination required as part of the review. All initial reviews will be returned within 10 business days for single family residential, small and large commercial projects, and improvement plans. Rechecks will be returned within 5 working days for the recheck. These are maximum times, and we typically are able to turn around simple plan checks in 24 hours or less. C4.4 professional services 15 Service Guaranteed Turn-around Time Complete Plan Checks New Residential 10 working days or less Residential Remodels and Additions 5 working days or less New Commercial 10 working days or less Commercial Remodels and Additions 5 working days or less New Industrial 10 working days or less Industrial Remodels and Additions 5 working days or less Tenant Improvements 5 working days or less Re-Checks 5 working days or less Accelerated Reviews Within 48 hours Method for Transporting Plans CAA will provide a client approved overnight mail service for daily pick up and delivery of plans. Accelerated Turnaround Times CAA will provide the following turn-around times for accelerated plan review and accelerated rechecks: 48 hours: An applicant may accelerate plan check turnaround time by paying an "over time rate"equal to 1.5 times the hourly rate plus expenses, and have the plans reviewed within 48 hours. Plan Corrections CAA will submit two complete typed listings of all required plan corrections, which can also be faxed or e-mailed if so desired by the applicant or client. Meetings Any meetings that may be necessary with applicants will be held at City Hall or the CAA office; whichever is most convenient for the applicant and depending on the scope of the project. Plans will generally be checked on-site or at our CAA office. Inspection Services CAA assures the highest degree of compliance with safety and zoning codes. Our highly qualified and certified inspectors are thoroughly trained on the codes in use in their States, and master the local amendments of each code. They maintain a close working relationship with planning, code enforcement and public works personnel. A CAA Building Inspector will be available at all times to conduct urgent building inspections, should they arise. A qualified Building Inspector will be provided whose background, experience, applicable certifications and demeanor demonstrates the ability to conduct inspections in accordance with jurisdictional standards. • Inspectors assigned to the City will perform periodic construction inspections to verify that the work of construction is in conformance with the approved project plans, as well as identify issues of non-compliance with applicable codes. professional services 16 • CAA will observe all safety and security procedures, and will report potentially unsafe conditions immediately. • We assure the City that all inspection turn-around times are met or improved, all inspections are conducted when requested, and emergency response is timely and effective. CAA will perform all inspections called in before 4pm no later than the end of the following business day, unless the City prefers a different time frame. • CAA staff is trained to quickly identify and document any areas of non- compliance, and is able to suggest corrective actions or alternate means where applicable. • Code enforcement violations will be reported to the City immediately. CAA will submit a written record to the City as a result of any inspection within 24 hours after inspection period. • CAA will issue stop-work notices for non-conforming building activities as required. • CAA will provide detailed weekly, monthly, quarterly, and annual reports of our activities to the City on accountability report forms approved by the City. The reports will include, but are not limited to, fees collected, staffing levels provided, staff hours expended, the number of inspections made, and other financial, operational, and statistical information pertinent to the services provided. • CAA will provide additional services as needed and as requested by the City. C414professional services 17 5 . FIRM QUALIFICATIONS CAA was founded to meet the needs of cities like Rosemead. We are highly skilled and experienced at providing the right services at the right time to ensure the City's Building and Safety Division with all its responsibilities is operating smoothly and efficiently. CAA has been providing services similar to those you are requesting since 1984. We have provided such services to many cities and counties in the Southern California region of Los Angeles, Ventura, Orange, Riverside, and San Bernardino Counties. CAA has successfully established long-term working relationships with a number of cities and counties in Southern California. 4. Lit= A r� a� k allry OP n[i San C1nn6 flio lie f7' r l anaae 4 n Q amda Uw 's �N a y° „a ivn n • eZ. .7th '^°loamy enN?y .s.m �„ ta j."1141143 y m'c H PAT nn°r a Pamow 14M lm On M� i Y— 'M.� . et cemt 141.1011.'".011 •R ' 1 x N • ,o i - S yf d ma� W / a4411Z CM" Proven Capabilities in the Public Sector CAA's approach to providing unsurpassed quality of service is by providing experienced, highly qualified staff with proven capabilities in working with the public sector. To start with, we make certain that the client and CAA have a complete understanding of the project requirements so we may apply innovative methods, systems and solutions in performing the job. Staff Training CAA is devoted to keeping our certified and licensed staff up-to-date on the latest practice, techniques and skills in their areas of specialization. Our staff regularly attends training courses, seminars, and conferences to ensure each is up-to-date with the most relevant issues in the industry. CAA provides California Building Official (CALBO) certified in-house training to ensure staff members are aware of all State-mandated procedures, policies, and requirements. Our staff also participates in California Safety Assessment Program (SAP) training, among others. professional services 18 We strongly believe in cross-training our employees in order to streamline the inspection process. Each inspector is able to perform multiple inspections, which is both cost effective to the City and simplifies the process for contractors, causing less wait times for inspections to be approved. Providing cities with an efficient inspection process allows local communities to become more competitive in attracting economic development projects. Mission Support Building good relationships with the people we work with is crucial for CAA. We work diligently to establish good working relationships with City councils, contractors, citizens, and the community at large. Because we focus on helping our clients achieve their mission and not just meeting our contractual requirements, we work to seamlessly integrate as part of your team, not just as outside contractors. Quality Control Close interaction and sensitivity to our clients' needs is also one of the keys to our success. We step up quality control by maintaining direct lines of communication between the City Manager and the Principal of our firm to regularly evaluate our performance and ensure that services are delivered timely, within budget, and meet our high standards. Provide complete Blend with the client's project coordination for staff to ensure no quick response disruptions 1 1 r Match CAA's Quality of Service Provide expertise and Increased Productivity turnaround technical times equal to capabilities Cost Savings with client's status less than atus quo needs st 1 1 Provide responsible and Provide accelerated full complete record plan review,if keeping ensuring timely requested,within 48 response,budget, hours compliance and quality In the end, we make sure that our clients reap the benefits of increased productivity, cost savings, and unmatched quality of service from our expertise, resources, constant consideration of innovative solutions, as well as our experience in building excellent working relations. CAtti professional services 19 Project Controls CAA tracks and controls project costs and will provide timely invoices through the company's payroll and accounting systems. Employees enter their time into the CAA payroll system from the primary workstation. The data is checked weekly by the Project Manager for accuracy and validity. CAA's administrative staff will prepare a monthly invoice per the agreement with the City; all invoices will be reviewed by the project manager prior to submittal to the City for payment. Commitment to Safety CAA considers health and safety an integral factor in enhancing the company's performance. By focusing on safety, we avoid unforeseen work disruptions and costs. Our commitment to safety starts with the President and CEO of the company and is passed down to each and every one of our staff down the line. We promote proper attitude and mind set, making effective health and safety management a part of our firm's drive to running a successful business. Our strategy is based on promoting a proactive health and safety culture with well- defined lines of communication to assess and learn from experiences. We implement our own Occupational Safety and Health Program or Injury Illness Prevention Program (IIPP) and review it regularly to make sure that it is current to the needs and demands of the work place. Health and safety is a team effort at CAA. Our employees are actively involved in the preparation and implementation of risk assessments and safe working methods, while management ensures that all safety and health policies and procedures are well understood and followed. CAA personnel undergo workplace-specific safety and health training and are held accountable for adopting safe work practices. C.A,4 professional services 20 6 . PROJECT TEAM We have assembled a project team with the skills and qualifications necessary to serve the City successfully. This team of highly qualified and experienced staff has provided similar services to many cities and counties, and brings numerous combined years of related experience to the table. All employees work for the firm and are not independent contractors. As part of our services, we assure the following to the City: • Key personnel will be available to the extent proposed for the duration of the project, and no person designated "key' to the project will be removed or replaced without the prior written consent of the City. • Should we wish to make any permanent staffing changes, we will discuss these changes with the City at least 30 days in advance; and • If the City requests staffing changes, we will make them in a timely manner. CAA will not be using any sub-consultants, sub-contractors, suppliers or manufacturers. The following chart shows the structure of the staff proposed to the City: Rusty Reed President/Principal in Charge Diana Snodgrass Director Human Resources Ron Crider Greg Robinson John Whitman Buster Scholl Regional Director Regional Director Regional Director Regional Director Building & Safety Building & Safety Engineering Building & Safety Greg Robinson - Project Manager Bob Elkins - Building Official Rodney Siprna - Building Inspector Renee Meriaux - CASp Specialist Ron Grider- Plan Checker Steve Ahuna - Plan Checker Paul Melby - Staffing/quality Control professional services 21 Key Personnel CAA employs full time personnel to staff municipal work engagements. The firm recruits individuals who are looking for long-term employment with a stable firm and a rewarding career. We are proposing experienced staff that can work as team members with City staff, augmenting their efforts and reach. With those principles in mind, the proposed key professionals are as follows: professional services 22 Rusty R. Reed, PE Principal-in-charge/ Chief Executive KEY QUALIFICATIONS Officer/President > Registered Civil Engineer Years of Experience 30+ >Municipal Background Education >Hands-on Engineering B.S., Civil Engineering, University of Illinois Experience Registration > Project Oversight Civil Engineer: California and Arizona License >Project Commitment General Contractor"A" — California Mr Reed is the President of Charles Abbott Associates, Inc. He directs the firm's business affairs and oversees all client services. Mr Reed is involved in all aspects of Environmental Services, Building and Safety, City Engineering, Planning, Public Works, Capital Improvement Programs and Redevelopment for CAA's municipal clients. He is directly accessible to all our clients to ensure that performance standards, schedule and budget targets are met. Previous Project Experience ► Wrote and identified codes, ordinances, and resolutions for implementation. ► Administered city design services for preparation of plans, specifications, and construction; managed and administered engineering and public works permit procedures, inspection services and records. ► Administered the implementation of Public Works Maintenance Contracts. ► Developed short and long-range capital improvement programs, and coordinated and identified methods of funding. ► Served as Town Engineer for the Town of Apple Valley for over 10 years. professional services 23 Greg Robinson, CBO Regional Director KEY QUALIFICATIONS Project Manager/Chief Building Official ➢Certified Building Inspector Years of Experience 30+ ➢Certified Plans Examiner Education ➢ Local Government Background B.A., Economics, University of California, Los ➢Extensive Building and Safety Angeles Experience License General Building Contractor, California ➢Multiple Certifications Certifications ICC Certified Building Official ICC Certified Plumbing Inspector ICC Certified Building Code Official ICC Certified Building Inspector ICC Certified Plans Examiner ICC Certified Combination Dwelling ICC Certified Mechanical Inspector Inspector Mr. Robinson has over 24 years of Building & Safety and construction experience. Presently, he is the Building Official responsible for supervising all Building & Safety services for our firm. He also has supervisory responsibilities for code enforcement in the City of Hidden Hills. His responsibilities include conducting construction inspections, plan reviews, permit issuance and updating codes, services, fees, and operations for local clients. Mr. Robinson shares CAA's corporate responsibility for quality control and plays an active role in interviewing, hiring, training, and development of staff. Recent Project Experience ► Building Official for the City of Rancho Santa Margarita ► Building Official for the Cities of Hidden Hills and Camarillo. ► Oversees the Building and Safety functions in the City of Palos Verdes Estates. ► Served as the Building Official for the City of Moorpark. ► Developed CAA's guidelines for Insurance Services Office (ISO) compliance. Professional Memberships:ICC, CALBO Recent Training CEUs CCCampus.org IBC Building Plans Examiner March 2014 0.50 CCCampus.org IBC Commercial Building Inspector March 2014 0.50 CCCampus.org CA Commercial Building Inspector March 2014 0.50 CCCampus.org CA Residential Building Inspector March 2014 0.50 CCCampus.org IRC Residential Building Inspector March 2014 0.50 CC Seminar 2013 CBC Updates Feb 2014 0.20 CC Seminar 2013 CBC CHAP11B DIS ACCESS Feb 2014 0.60 C44professional services 24 ICC Seminar Changes to CA Residential Code Nov 2013 0.60 ICC Seminar Overview of Building Dept Admin Feb 2013 0.15 ICC Ventura Chapter Past President President Treasurer Secretary C4.4 professional services 25 Robert Elkins, CRO Certified Building Official KEY QUALIFICATIONS Years of Experience > Multiple Certifications 27+ ➢Construction Experience Certifications ICC Certified Building Official >Excellent Interpersonal Skills ICC Certified Plans Examiner ICC Certified Combination Inspector ICC Certified Electrical Inspector ICC Certified Building Inspector ICC Certified Mechanical Inspector ICC Certified Pluming Inspector With over 27+years of experience, Bob has provided building inspection services for the Cities of Rancho Palos Verdes and Palos Verdes Estates, among others. He has experience in custom home building from concrete to finish. His responsibilities include the performance of construction inspection to ensure that work is according to code, plan review and permit issuance. Bob possesses excellent communication skills- responding to citizens' inquiries, interfacing with contractors, developers, and residents, and City staff as well as computer skills, organizational skills, and problem-solving expertise. He is experienced with scheduling, estimating, supervision of sub-contractors. Professional Memberships:ICC, CALBO Recent Training CEUs ICC Seminar 2013 CBC Updates Feb 2014 0.20 ICC Seminar 2013 CBC Chap11 B Disabled Access Feb 2014 0.60 ICC Seminar Changes to CA Residential Code Nov 2013 0.60 ICC Seminar Overview of Bldg Dept Admin Feb 2013 0.15 Bob regularly attends all Orange County ICC Chapter Meetings. C,44 professional services 26 Rodney Sipma Certified Building Inspector Years of Experience KEY QUALIFICATIONS 25+ ➢ Certified Building Inspector Education ➢Licensed Contractor Master of Social Work ➢Construction Experience B.A. Psychology ICC Certified, PC932 Arrest and Control Certified >PC 832 Arrest and Control for Code Enforcement Certified Certifications >Excellent Interpersonal Skills ICC Combination Building Inspector California Residential Plumbing California Commercial Plumbing California Residential Mechanical California Commercial Mechanical California Commercial Electrical Recent Training ICC Electrical Service Entrance Conductors 12/2/2014 Santa Ana, CA ICC Energy Code Training 10/02/2014 Rancho Santa Margarita ICC CaIDAG Accessibility Training 09/09/2014 Rancho Santa Margarita ICC CBC Updates/CBC 11B Updates 02/15/2014 Mission Viejo CAAprofessional services 27 Renee Meriaux, CBO, GASP, MCP Education KEY QUALIFICATIONS AS, Associates of Science, Ventura College > Certified Building Official Bachelor's degree >Certified Access Specialist Certified Building Official, CASp Specialist, ➢Master Code Professional Master Code Professional CBC, UBC, and IBC certified >Municipal Background Yrs. Experience >Multiple Certifications 15 + Years Municipal Experience >Hands-on Construction and Certifications Building&Safety Experience ICC Certified Building Official (#375320) ICC Certified Building Code Official (#375320) Current President ICC Ventura ICC Certified Plumbing Code Official (#375320) Chapter ICC Certified Building Plans Examiner(#375320) ICC Certified Combination Inspector (#375320) ICC Certified Building Inspector (#375320) ICC Certified Electrical Inspector(#375320) ICC Certified Mechanical Inspector(#375320) ICC Certified Plumbing Inspector(#375320) ICC Certified Plumbing Plans Examiner (#375320) ICC Certified Combo Dwelling Insp. (#375320) ICC Certified Res. Combo. Inspector(#375320) ICC Certified Building Plans Examiner UBC (#375320) ICC Certified Mechanical Inspector UMC (#375320) ICC Certified Plumbing Inspector UPC (#375320) ICC Certified Building Inspector UBC (#375320) ICC Certified Permit Technician (#375320) ICC Certified Building Plans Examiner CBC (#375320) ICC Certified Building Inspector CBC (#375320) ICC Certified Electrical Inspector CEC (#375320) ICC Certified Plumbing Inspector CPC (#375320) ICC Certified Mechanical Inspector CMC (#375320) ICC Certified Combo Dwelling Inspector California Codes (#375320) ICC Certified Combination Inspector Legacy (#375320) California Certified Access Specialist (CASp) (#180) ICC Certified Accessibility Inspector/Plans Examiner(#375320) C,44 professional services 28 Ms. Meriaux is a Certified Access specialist who will provide plan review and accessibility support. Ms. Meriaux brings over 20 years of construction experience to this project. She is an experienced Building Official/Building Inspector/Plans Examiner and she is a certified Building Official capable of providing all the necessary administrative support. She is active with ICC and CALBO serving on several Exam development committees. Recent Project Experience ► Currently Serving as Deputy Building Official for the City of Camarillo. As well as serving as Inspector and Plans Examiner. ► Previously served the Cities of Hidden Hills and Mission Viejo, and the County of Los Angeles. ► Thorough knowledge of building codes, regulations and construction industry standards. Recent Training Storm water 2 hrs 5/11/11 2008 Non-Residential Standards 7.5 hours 9/21/11 SAP Evaluator Training 4 hrs 11/3/11 2008 Residential Standards 7.5 hrs 11/16/11 Successful Building Department 6 hrs 2/14/12 2010 Residential Code, 6 hrs 2/15/12 Building Dept. Admin 6 hrs 3/21/13 Public Service Ethics 2 hrs 3/22/13 Storm Water 1 hr 9/18/12 California Residential Code 6 hours 3/4/14 California Building code 6 hrs 3/5/14 CALDAG 8 hrs 9/9/14 Committees CALBO California Inspector Exam Committee ICC Building Code/Plans Examiner Exam Committee ICC Disaster Response Exam Development Committee ICC Ventura Chapter Past President President Treasurer Secretary CALI professional services 29 Ron Grider, PE, CBO Regional Director KEY QUALIFICATIONS Certified Building Official/Plans ➢Extensive Project Management Examiner/Inspector Experience Years of Experience 30+ >Nevada &California Registered Civil Engineer Education ➢ Municipal Experience B.S., Civil Engineering, California State University, Los Angeles >Hands-on Public Works Professional Memberships:ICC, CALBO Experience Certifications ➢ Extensive Plans Review CALBO Certified Building Official Experience ICC Certified Building Official (0878901-CB) ICC Certified Building Inspector (0878901- >Multiple Certifications B5,K1,10) ICC Certified Electrical Inspector(0878901-K2,E5) IAEI Certified Electrical Inspector ICC Certified Mechanical Inspector (0878901-M5,K4,44) ICC Certified Plumbing Inspector (0878901-P5,K3,34) ICC Certified Plans Examiner (878901-K6) ICC Certified Combination Inspector (0878901-K8,K4,C8,50) ICC Certified Combination Dwelling Inspector (0878901-R5,56) OES/CALEMA DISASTER SERVICE WORKER (61525) Mr Crider has over 31 years of construction, public works, and building & safety experience. He has held the position of Building Official, County Engineer, Sr. Engineering Manager as well as numerous other key positions in the field. Well known in the public sector as a compassionate leader focused on customer service, he is routinely involved in the presentation of building code, engineering principles and advancing the cause of preventing life loss and protecting property in Nevada and California.As Regional Director for CAA, he directs the services CAA provides in building and safety in Nevada and the California High Desert communities. He is also responsible for quality control and evaluation. Professional Affiliations ► Services Office (ISO) Compliance Member American Society of Civil Engineer ► Member Structural Engineers Association of Southern California (SEAOSC) ► Member Structural Engineers Institute (SEI) ► Member California Building Officials (CALBO) ► Member International Code Council (ICC) ► Safety Assessment Emergency Services — State of California SAPC61525 CA4professional services 30 ► American Institute of Steel Construction (AISC) Recent Training March 2014 Educode: 2012 IBC Structural Loads- Seismic/0.4 CEU's 2012 IBC Structural Provisions/0.8 CEU's 2012 IBC Accessibility Existing Building /0.4 CEU's 2012 IFC Fundamentals/0.4 CEU's Delegation, Development, and Empowering Team Members /0.4 CEU's Wood Framed Shear Walls/0.4 CEO's 2012 IBC Assembly Means of Egress/0.4 CEU's 2012 IBC Accessibility Update /0.4 CEO's February 2013 California Building Officials Institute: 2013 IBC California State Amendments Highlights/0.6 CEO's 2013 ADA Accessibility Updates /0..6 CEO's March 2013 Educode: 2012 IBC Concrete Quality and Field Practices /0.8 CEU's February 2013 ICC Orange Empire Chapter Overview of Building Department Administration .15 CEO's International Code Council 2012: 2012 IFC Performing commercial Fire Plan Review /0.6 CEU's March 2012 Educode: Significant Structural Changes 2012 IBC/0.8 CEO's Time Management and Organization Skills /0.4 CEU's Interpersonal Communication Excellence/0.4 CEO's Tone Setting Moral and Motivation /0.4 CEU's Coaching Excellence-Providing Meaningful Feedback/0.4 CEO's Ethics, Integrity, and Decision Making /0.4 CEO's Leadership and Transformational Leadership/ 0.4 CEO's February 2012 California Building Officials Institute: Creating an Administrative Foundation for a Successful Building Department/ 0.6 CEU's Budgeting and Finance for Building Officials/0..6 CEO's International Code Council 2011 Ethics in Public Life/0.3 CEU's March 2011 Educode: Frequently Misunderstood IBC and ASCE 7-05 structural Provisions/0.8 CEO's Lateral Force Resisting Systems/0.4 CEU's Structural Welding and High strength Bolting /0.4 CEO's Understanding Yourself and Others-Leadership /0.4 CEO's Coaching Excellence-Providing Meaningful Feedback/0.4 CEO's Understanding Electrical Single Line Diagrams/0.4 CEU's CAIprofessional services 31 Steve Ahuna, PE, CBO - Registered Civil Engineer/Certified Plans Examiner Years of Experience KEY QUALIFICATIONS 30+ >Licensed and Certified Education >Municipal Experience M.S., Applied Economics, Santa Clara University, Santa Clara, CA >Structural and Architectural B.S., Architectural Engineering, California State Review University, San Luis Obispo Certified Building Official ➢Extensive Plans Review Building Plans Examiner PE License CA Experience Certifications >Multiple Certifications ICC Certified Building Official (1036330-CB) ICC Certified Plans Examiner (1036330-B3) ICC Certified Plans Examiner UBC (1036330-60) OES/CALEMA DISASTER SERVICE WORKER Registration Civil Engineer: California (C 34264) and Nevada Mr. Ahuna has over 30 years of experience in architectural and structural review of residential and non-residential plans. He has plan review experience working for both private and municipal entities. Prior to working as a plan checker, he worked for a private consulting structural engineering firm as a design engineer for residential and non- residential buildings. He will oversee the plan review staff in the review of plans and calculations for compliance with adopted codes and any adopted amendments. Recent Project Experience • 3-Story Senior Complex, Laguna Niguel, CA • 20 Unit Townhouse Project, Huntington Beach, CA • Several Industrial/Office Buildings, Huntington Beach, CA • Preliminary Review of a 300 Unit Condo Project, Huntington Beach, CA • Nevada Cancer Institute • Fairfield Apartments Professional Memberships:ICC, CALBO, SEAOSC Recent Training CEUs ICC SAP Evaluator Training 4/3/2013 .8 CALBO 2013 CBC 10/21/2013 .6 NEES-EERI Seismic Perform Pile Foundation 10/31/2013 .15 Transitioning from the 2009 IBC to 2012 IBC (Structural) 11/6/2013 .8 ICC Seminar 2013 CBC Updates Feb 2014 0.20 ICC Seminar 2013 CBC Chap 11B Disability Access Feb 2014 0.60 ICC Seminar Time Management & Public Relations 8/27/2014 .15 C44professional services 32 Paul Melby, CBO —Staffing and Quality Control Years of Experience KEY QUALIFICATIONS 20+ >Licensed and Certified Education >Municipal Experience A.S., Construction Inspection, Mt. San Antonio College >Construction Experience A.A., Architectural Drafting, Saddleback College A.A., Business Management, Saddleback College Certifications ICC Building Official (0875834-CB) ICC Plans Examiner(0875834-60) ICC Combination Inspector (0875834-50) ICC Green Certified (0875834-G1) General Contractor (901300 B) OES/CALEMA DISASTER SERVICE WORKER (SAP63248) Mr. Melby serves as the Building Official for the City of Rancho Santa Margarita. He is responsible for the plan review of construction projects as well as the construction inspections in the City of Rancho Santa Margarita. In addition Mr. Melby augments Rancho Santa Margarita City staff by providing support for Planning, Code Enforcement, Public Works and Water Quality. Mr. Melby prepares reports for city staff and coordinates with other agencies ensuring that projects are not permitted or finalized until the required approvals are obtained. Mr. Melby prides himself on being able to administer the code in a friendly, courteous manner. Coming from a construction background, he understands issues involving the mechanics and constructability of systems intended for compliance. Recent Project Experience • City of Rancho Santa Margarita: Building Official, responsible for Building and Safety services. • City of Los Alamitos: Building Official responsible for Building and Safety services and Stormwater Program Management • Plan Check Manager: Willdan Engineering: Supervised plan check engineers and provided plan check services for the County of Orange, and Cities of Santa Ana, Garden Grove, Tustin, Lake Forest and Laguna Hills. • City of San Juan Capistrano: Building and Safety/Code Enforcement Manager: Responsible for Building and Grading and Code Enforcement. Supervised Inspectors and Code Enforcement Officers. Professional Memberships ICC OE Board Member, CALBO Professional Licensing Committee January 2014— Present: ICC Orange Empire Treasurer January 2013— Present: California Building Officials State Licensing Committee CAAprofessional services 33 January 2011 - December 2013: ICC Orange Empire Education Chairman October 2013: ICC /CALBO Exam Development Committee Recent Training CC Electrical Service Entrance Conductors 12/2/2014 Santa Ana, CA CC CASp 101 05/30/2014 San Diego CC Energy Code Training 10/02/2014 Rancho Santa Margarita CC CaIDAG Accessibility Training 09/09/2014 Rancho Santa Margarita CC Brea Inspector Symposium 08/26/2014 CC CASp Accessibility 07/18/2014 Costa Mesa 2013 CBC 11B 03/31/2014 Mission Viejo CBC Updates/CBC 11B Updates 02/15/2014 Mission Viejo CAti professional services 34 7 . REFERENCES The following contains related projects for CAA with an outline of services provided to each client, as well as the period of time that we have been performing the referenced service. We are extremely proud of our track record and the length of time we have continuously provided services to our clients. We invite you to contact any of our clients to obtain their opinion of the services we provide for their cities. CUSTOMER SERVICES SINCE City of Palos Verdes Estates City Engineering 1984 Anton Dahlerbruch, City Manager Building & Safety (310) 378-0383 Code Enforcement 340 Palos Verdes Drive West, Palos Verdes, CA 90274 City of Moorpark Building & Safety 1988 David Bobardt, Community Development Director (805) 517-6281 799 Moorpark Avenue, Moorpark, CA 93021 City of Hidden Hills Building & Safety 1990 Ms. Cheri Paglia City Engineering (818) 888-9281 6165 Spring Valley Road, Hidden Hills, CA 91302 Town of Apple Valley Building & Safety 1990 Mr. Frank Robinson, Town Manager Public Work (760) 240-7000 Administration 14955 Dale Evans Parkway, Apple Valley, CA 92307 Town Engineering City of Twentynine Palms Building & Safety 1993 Mr. Andy Takata, City Manager City Engineering (760) 367-6799 Traffic Engineering 6136 Adobe Road, Twentynine Palms, CA 92277 City of Yucaipa Building & Safety 1993 Mr. Ray Casey, City Manager Engineering Support (909) 797-2489 Fire Marshall Services 34272 Yucaipa Boulevard, Yucaipa, CA 92399 Town of Yucca Valley Building & Safety 1994 Mr. Shane Steuckle, Community Dev. Director Town Engineering (760) 369-7207 Public Works 57090 Twentynine Palms Highway, Yucca Valley, CA Inspection 92284 City of Camarillo Building & Safety 1994 Mr. Bruce Feng, City Manager (805) 388-5307 601 Carmen Drive, Camarillo, CA 93010 City of Mission Viejo Building & Safety 1995 Ms. Elain Lister, Community Dev. Director Public Works (949) 470-3000 Plan Check 200 Civic Center, Mission Viejo, CA 92691 Public Works Inspection CAAprofessional services 35 Town of Pahrump Building & Safety 1998 Ms. Pam Webster, County Manager Environmental (775) 751-7075 400 N. Highway 160, Pahrump, NV 89060 City of Aliso Viejo Building & Safety 2002 Mr. David Doyle, City Manager City Engineering (949) 425-2500 Code Enforcement 12 Journey, Suite 100, Aliso Viejo, CA 92656 City of Stanton Building & Safety 2004 Mr. Omar Dadabhoy, Community Dev. Director (714) 890-4213 7800 Katella Avenue, Stanton, CA 90680 City of Fountain Valley Building & Safety 2004 Mr. Andrew Peria, Community Dev. Director (714) 593-4436 10200 Slater Avenue, Fountain Valley, CA 92708- 4736 City of Laguna Niguel Building & Safety 2006 Mr. Dan Fox, Community Development Director Public Works (949) 362-4313 Street Maintenance 30111 Crown Valley Parkway, Laguna Niguel, CA 92677 City of Rancho Santa Margarita Building & Safety 2007 E. (Max) Maximous, Public Works Director. Environmental (949) 635-1800, ext. 6707 Public Works 22122 El Paseo, Rancho Santa Margarita, CA 92688 Code Enforcement City of Cypress Plan Check 2008 Douglas Dancs, Director of Public Works Building Inspection (714) 229-6752 5257 Orange Avenue, Cypress, CA 90630 City of Adelanto Building & Safety 2010 D. James Hart, Ph.D., City Manager (760) 246-2300 11600 Air Expressway, Adelanto, CA 92301 City of Pomona Environmental/NPDES 2010 Public Works Director (909) 620-2261 505 South Garey Ave, Pomona, CA 91766 City of Los Alamitos Building & Safety 2010 Mr. Steven Mendoza, Community Dev. Director (714) Environmental 431-3538 3191 Katella Avenue, Los Alamitos, CA 90270 City of Laguna Hills Building & Safety 2012 Mr. Bruce Channing, City Manager (949) 707-2600 24035 El Toro Road, Laguna Hills, CA 92653 City of La Palma Building & Safety 2012 Douglas Dumhart, Community Dev. Director (714) 690-3340 7822 Walker Street, La Palma, CA 90623 professional services 36 City of Palmetto Building & Safety 2012 William Shell, City Administrator (770) 463-3377 509 Toombs Street, Palmetto, GA 30268 City of Riverdale Building & Safety 2012 Ms. Camilla Moore, Community Dev. Director(770) 909-5480 971 Wilson Road, Riverdale, GA 30296 City of Duarte Building & Safety 2013 Craig Hensley, Community Dev. Director Inspection & (626) 386-6835 Plan Check, 1600 Huntington Dr, La Palma, CA 91010 Code Administration City of Peachtree Corners Building & Safety 2013 Ms. Diann Wheeler, Community Dev. Director(678) 691-1200 147 Technology Parkway, Peach Tree Corners, GA 30092 City of Griffin Building & Safety 2014 Kenny Smith, City Manager (770) 229-6406 100 South Hill Street, Griffin, GA 30223 City of Manchester Building & Safety 2014 Kathy Storey, City Manager Code Enforcement (706) 846-3141 P.O. Box 366, Manchester, GA 31816 City of Forest Park Building & Safety 2014 Al Wiggins, Community Development Director (404) 608-2300 785 Forest Parkway, Forest Park, GA 30297 City of San Dimas Environmental/NPDES 2014 Krishna Patel, Community Dev. Director (909) 394-6200 245 E Bonita Ave, San Dimas, CA 91773 City of Carson City Building & Safety Full 2014 Ray Proffit, Chief Building Official Service (775) 813-0152 108 E. Proctor St., Carson City, NV 89701 City of Calimesa Building & Safety Full 2014 Randy Anstine, City Manager Service (909) 795-9801 908 Park Avenue, Calimesa, CA 92320 (,44 professional services 37 8 . COMPENSATION CAA will provide a full-time Building Official position, full-time Permit Technician, and as needed Building Inspectors and Plan Checker positions as well as all the other necessary personnel and resources for the following percentage of fees collected: Building Services City CAA % of Fees Monthly Fees Collected 40% 60% Plan Check Services City CAA % of Fees Monthly Fees Collected 45% 55% On the following page, we have listed our current hourly rates for additional professional services and other direct costs. professional services 38 STANDARD HOURLY RATE SCHEDULE Effective July 1, 2014 CLASSIFICATION HOURLY CLASSIFICATION HOURLY RATES RATES Principal Engineer 175.00 Principal Building Official 145.00 City Engineer 165.00 Building Official 122.00 Project Supervisor 145.00 Senior Building Inspector 110.00 Project Manager 135.00 Building Plan Checker 97.00 Project Engineer 130.00 Building Inspector/Plan 90.00 Checker Sr. Registered Engineer 125.00 Code Enforcement Officer 50.00 Senior Design Engineer 115.00 Permit Specialist 66.00 Associate Engineer 110.00 Assistant/Design Engineer 98.00 Community Development 145.00 Director Principal Planner 132.00 Senior Traffic Engineer/Manager 150.00 Senior Planner 107.00 Transportation Planner 110.00 Associate Planner 97.00 Traffic Engineer Associate 95.00 Planning Technician 68.00 Sr. Draftsperson (CADD) 90.00 Landscape Director 116.00 Draftsperson (CADD) 80.00 Associate Landscape Architect 95.00 Computer Technician 80.00 City Forester 88.00 Senior Environmental 145.00 Expert Witness Services 200.00 Consultant Environmental 115.00 Senior Contract Administrator 107.00 Engineer/Scientist II Environmental 92.00 Administrative Assistant 57.00 Engineer/Scientist I Associate Environmental 87.00 Word Processor 50.00 Engineer Clerical 45.00 Senior Public Works Inspector 95.00 Public Works Inspector 87.00 3-Person Survey Crew 270.00 2-Person Survey Crew 210.00 The above hourly rates include general and administrative overhead and fees and employee payroll burden. Rates are subject to an annual adjustment based upon increases adopted by Charles Abbott Associates, Inc as reflected in the Consumer Price Index(CPI). professional services 39 9 . INSURANCE CAA has read the insurance requirements outlined in the City's Sample Professional Service Agreement (attachment"B"), and is able to provide the requested coverage at the time of contract execution. CAA wishes to suggest the following language changes to the City's Professional Service Agreement: Page 7: 3.5.6 Indemnification. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, vmffin3aenx and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to propertyag IQ �ons, including wrongful death, in any manner arising out of or incident to any aNsyadfs;omissions or willful misconduct of Consultant, its officials, officers, employees, agents, Consultants and contractors arising out of or in connection with the performance of the Services, the Projector this Agreement, including without limitation the payment of all consequential damages and attorney's fees and other related costs and expenses. Consultant shall defend, at Consultant's own cost, expense and risk,any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against City, its directors, officials, officers, employees, or agents n orcentrattescs. Consultant shall pay and satisfy any judgment, award or decree that may be rendered against City or its directors, officials, officers, employees,%gents,Ott velerriea ,, in any such suit, action or other legal pro eding. Consultant shall reimburse City and its directors, officials, officers, employees' 8hts ancliornaktreaecac for any and A all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, its directors, official officers, employees°,Sgents emaohxteecs A CHARL S ABBOTT ASSOCIATES, INC. Rusty R. Reed, PE President 27401 Los Altos#220 Mission Viejo, CA 92691 (949) 279-4124 Ci41.4 professional services 40 10 . STATEMENT OF UNDERSTANDING CAA has read and understands that the Consultant selected by the City will provide all Building and Plan Check services for Residential and Non-Residential new construction, additions, and remodels, and within the hours of operation as noted in the City's RFP. 11 . UNANTICIPATED OR SIGNIFICANT DEVIATIONS CAA is able to handle deviations from the outlined scope of work by adding additional qualified staff without delay should the workload increase. CAA will provide Building staff for emergency situations; all CAA building and engineering staff are Disaster Service Worker (DSW) certified. G4.4 professional services 41