CC 2021-09-14_08i Agreement for Building Division ServicesMEMORANDUM
TO: CITY COUNCIL
FROM: BILL ROBESON, ASSISTANT CITY MANAGER/PUBLIC WORKS
DIRECTOR
BRIAN PEDROTTI, DIRECTOR OF COMMUNITY DEVELOPMENT
SUBJECT: CONSIDERATION OF APPROVAL OF CONSULTANT SERVICES
AGREEMENT FOR BUILDING DIVISION STAFF, PLAN REVIEW AND
INSPECTION SERVICES
DATE: SEPTEMBER 14, 2021
SUMMARY OF ACTION:
Approval of consultant service agreement for Building Division staff, plan review and
inspection services.
IMPACT ON FINANCIAL AND PERSONNEL RESOURCES:
No costs are associated with contract awards. Costs will be incurred for specific projects
and services in compliance with the approved budget. Fiscal Year 2021-22 and Fiscal
Year 2022-23 budgets each contain $360,000 for the Building Division Contractual
Services account. Funds for additional/extension years will be allocated for in future
budgets.
RECOMMENDATION:
It is recommended the City Council approve and authorize the Mayor to execute the
Agreement for Consultant Services for Building Division staff, plan review and inspection
services.
BACKGROUND:
The use of consultants has been found to be an effective tool in the delivery of City
projects and services. The Community Development Department began utilizing the
services of on-call contract building inspectors in 2006 when budget constraints
eliminated the full-time building inspector position. Contract building plan review services
have been used on an as-needed basis for many years during concentrated/peak permit
submittal time frames, and for larger, more complex projects. The existing building plan
review and inspection services consultant agreement was established in 2019. Since
May of 2021, the City has utilized consultant services for the entire Building Division,
including the Chief Building Official (CBO), plan review, inspection services, and permit
technician (Permit Tech) with Interwest Group, one of the City’s existing on-call
consultants.
Item 8.i. - Page 1
CITY COUNCIL
CONSIDERATION OF APPROVAL OF CONSULTANT SERVICE AGREEMENT FOR
BUILDING DIVISION STAFF, PLAN REVIEW AND INSPECTION SERVICES
SEPTEMBER 14, 2021
PAGE 2
Qualifications Received and Evaluation Process
On July 22, 2021, the City issued a Request for Proposals (RFP) for Building Division
Staff and Plan Review Services. Prior to the close of the RFP deadline on August 5,
2021, the City received RFPs from eight (8) separate companies. Each of the proposals
were ranked by City staff based on the following publically advertised criteria:
1. Responsiveness to RFP
2. Quantity, quality and relevance of the firm’s experience and resources
3. References
4. Hourly/Monthly costs of service
Based on staff’s review, the City conducted interviews with the three top companies.
BPR Consulting Group (BPR) was identified as the top firm because of the flexibility in
staffing options, excellent qualifications and customer service, and competitive costs of
service fees. Staff entered into contract negotiation with BPR, which has agreed to a
draft contract (Attachment 1).
ANALYSIS OF ISSUES
The current proposal for consideration by the City Council is for Building Division
services that will provide the following:
• Building Plan Review Services - remote and/or on-site Plan Review staff
• All levels of on-site Building Inspection, as well as remote/virtual inspections
• As-needed Certified Building Official position services
• Excellent and timely customer service, work well with residents, business
owners, contractors, building industry professionals, and City staff.
Staff has developed a budget-conscious and applicant-centric Building Division
services model that has worked through refinement over the past 6 months. Significant
improvements have been made in permit processing time, predictability of inspections,
and Building Code and life and safety compliance communications. The City has
received positive feedback from staff, residential applicants, and industry professionals
(contractors, Architects, and Engineers) while staff and the City’s contract service
providers continuously review processes for improvement.
The customized set of services in the proposed agreement includes:
• A Part Time CBO will conduct inspections, address issues out in the field and
over the phone, and provide appropriate options if possible, to code compliance
difficulties. The CBO also manages the plan review and inspection staff and
reports to the Community Development Director and City Management staff.
• Part Time Building Inspector will conduct both standard residential and more
complicated commercial inspections.
• Full Building Plan Review services (remote). All Building Plans are submitted
electronically and reviewed by the contracted service.
Item 8.i. - Page 2
CITY COUNCIL
CONSIDERATION OF APPROVAL OF CONSULTANT SERVICE AGREEMENT FOR
BUILDING DIVISION STAFF, PLAN REVIEW AND INSPECTION SERVICES
SEPTEMBER 14, 2021
PAGE 3
• Full Time Permit Tech services will be provided until they are transitioned back
to an in-house/City-employed Permit Tech (an existing budgeted position).
The intention of having a City-employed Permit Tech is to ensure and maintain a high
level customer service by having a dedicated, on-site and internal staff person. The
Permit Tech will be the “hub” and coordinator of the Building Permit System. The
expectation is to allow all applicants to have the capability to directly contact City staff
with permit status, processing, and submittal questions, thereby saving time and money.
The term length of the proposed agreement with BPR is two (2) years, with an option to
extend the agreement for an additional two (2) years.
ALTERNATIVES:
The following alternatives are provided for the Council’s consideration:
1. Approve staff’s recommendations;
2. Do not approve staff’s recommendations; or
3. Provide other direction to staff.
ADVANTAGES:
Approving the agreement with BPR will continue to allow the City to provide high quality
plan review and inspection within a reasonable time-period.
Over time, the consulting firm will develop a better understanding of the City's
procedures, practices, and expectations, continuing to enhance efficiency and product
delivery. Working with a new firm each time results in lost efficiencies.
Establishment of this service agreement does not preclude the City from obtaining
consultant services through the formal Request for Proposals (RFP) process for specific
project needs, specialty work, or grant requirements.
DISADVANTAGES:
None known at this time.
ENVIRONMENTAL REVIEW:
Environmental review is not required for these contract agreements. Each project
completed will evaluate environmental impacts on a project-by-project basis.
PUBLIC NOTIFICATION AND COMMENTS:
The Agenda was posted in front of City Hall and on the City’s website in accordance with
Government Code Section 54954.2.
Attachments
1. Proposed Consultant Services Agreement
Item 8.i. - Page 3
AGREEMENT FOR CONSULTANT SERVICES
This AGREEMENT FOR CONSULTANT SERVICES (“Agreement”), is made and
effective as of September 14, 2021, between BPR CONSULTING GROUP,
(“Consultant”), and the CITY OF ARROYO GRANDE, a Municipal Corporation (“City”). In
consideration of the mutual covenants and conditions set forth herein, the parties agree
as follows:
1.TERM
This Agreement shall commence on September 14, 2021 and shall remain and
continue in effect until September 14, 2023 unless sooner terminated pursuant to the
provisions of this Agreement. This Agreement may be extended for one (1) additional two
(2) year period after the Initial Term upon written agreement by City and Consultant. All
terms and conditions of this Agreement shall apply to the additional two (2) year term.
2.SERVICES
Consultant shall perform the tasks described and comply with all terms and
provisions set forth in the City’s Request for Proposals, Exhibit “A,” and Consultant’s
Proposal, Exhibit “B,” attached hereto and incorporated herein by this reference.
3.PERFORMANCE
Consultant shall at all times faithfully, competently and to the best of his/her ability,
experience and talent, perform all tasks described herein. Consultant shall employ, at a
minimum generally accepted standards and practices utilized by persons engaged in
providing similar services as are required of Consultant hereunder in meeting its
obligations under this Agreement.
4.AGREEMENT ADMINISTRATION
The Assistant City Manager/Public Works Director shall represent City in all
matters pertaining to the administration of this Agreement. Ron Beehler shall represent
Consultant in all matters pertaining to the administration of this Agreement.
5.PAYMENT
The City agrees to pay the Consultant in accordance with the payment rates and
terms set forth in Consultant’s Proposal, Exhibit “B,” attached hereto and incorporated
herein by this reference. The Consultant must correct any errors or omissions to work at
no additional cost to the City.
Attachment 1
Item 8.i. - Page 4
6. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE
(a) The City may at any time, for any reason, with or without cause, suspend or
terminate this Agreement, or any portion hereof, by serving upon the Consultant at least
ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall
immediately cease all work under this Agreement, unless the notice provides otherwise.
If the City suspends or terminates a portion of this Agreement such suspension or
termination shall not make void or invalidate the remainder of this Agreement.
(b) In the event this Agreement is terminated pursuant to this Section, the City
shall pay to Consultant the actual value of the work performed up to the time of
termination, provided that the work performed is of value to the City. Upon termination of
the Agreement pursuant to this Section, the Consultant will submit an invoice to the City
pursuant to Section 5.
7. TERMINATION ON OCCURRENCE OF STATED EVENTS
This Agreement shall terminate automatically on the occurrence of any of the
following events:
(a) Bankruptcy or insolvency of any party;
(b) Sale of Consultant’s business; or
(c) Assignment of this Agreement by Consultant without the consent of City.
(d) End of the Agreement Initial Term specified in Section 1, unless otherwise
extended.
8. DEFAULT OF CONSULTANT
(a) The Consultant’s failure to comply with the provisions of this Agreement
shall constitute a default. In the event that Consultant is in default for cause under the
terms of this Agreement, City shall have no obligation or duty to continue compensating
Consultant for any work performed after the date of default and can terminate this
Agreement immediately by written notice to the Consultant. If such failure by the
Consultant to make progress in the performance of work hereunder arises out of causes
beyond the Consultant’s control, and without fault or negligence of the Consultant, it shall
not be considered a default.
(b) If the City Manager or his/her delegate determines that the Consultant is in
default in the performance of any of the terms or conditions of this Agreement, he/she
shall cause to be served upon the Consultant a written notice of the default. The
Consultant shall have ten (10) days after service upon it of said notice in which to cure
the default by rendering a satisfactory performance. In the event that the Consultant fails
to cure its default within such period of time, the City shall have the right, notwithstanding
any other provision of this Agreement to terminate this Agreement without further notice
and without prejudice to any other remedy to which it may be entitled at law, in equity or
under this Agreement.
Item 8.i. - Page 5
9. LAWS TO BE OBSERVED. Consultant shall:
(a) Procure all permits and licenses, pay all charges and fees, and give all
notices which may be necessary and incidental to the due and lawful prosecution of the
services to be performed by Consultant under this Agreement;
(b) Keep itself fully informed of all existing and proposed federal, state and local
laws, ordinances, regulations, orders, and decrees which may affect those engaged or
employed under this Agreement, any materials used in Consultant’s performance under
this Agreement, or the conduct of the services under this Agreement;
(c) At all times observe and comply with, and cause all of its employees to
observe and comply with all of said laws, ordinances, regulations, orders, and decrees
mentioned above;
(d) Immediately report to the City’s Contract Manager in writing any
discrepancy or inconsistency it discovers in said laws, ordinances, regulations, orders,
and decrees mentioned above in relation to any plans, drawings, specifications, or
provisions of this Agreement.
(e) The City, and its officers, agents and employees, shall not be liable at law
or in equity occasioned by failure of the Consultant to comply with this Section.
10. OWNERSHIP OF DOCUMENTS
(a) Consultant shall maintain complete and accurate records with respect to
sales, costs, expenses, receipts, and other such information required by City that relate
to the performance of services under this Agreement. Consultant shall maintain adequate
records of services provided in sufficient detail to permit an evaluation of services. All
such records shall be maintained in accordance with generally accepted accounting
principles and shall be clearly identified and readily accessible. Consultant shall provide
free access to the representatives of City or its designees at reasonable times to such
books and records; shall give City the right to examine and audit said books and records;
shall permit City to make transcripts therefrom as necessary; and shall allow inspection
of all work, data, documents, proceedings, and activities related to this Agreement. Such
records, together with supporting documents, shall be maintained for a period of five (5)
years after receipt of final payment.
(b) Upon completion of, or in the event of termination or suspension of this
Agreement, all original documents, designs, drawings, maps, models, computer files,
surveys, notes, and other documents prepared in the course of providing the services to
be performed pursuant to this Agreement shall become the sole property of the City and
may be used, reused, or otherwise disposed of by the City without the permission of the
Consultant. With respect to computer files, Consultant shall make available to the City, at
the Consultant’s office and upon reasonable written request by the City, the necessary
Item 8.i. - Page 6
computer software and hardware for purposes of accessing, compiling, transferring, and
printing computer files. Upon request by City, Consultant shall make available all work
papers and reports to any successor auditor in a timely manner.
11. INDEMNIFICATION
(a) Indemnification for Professional Liability. When the law establishes a
professional standard of care for Consultant’s Services, to the fullest extent permitted by
law, Consultant shall indemnify, protect, defend and hold harmless City and any and all
of its officials, employees and agents (“Indemnified Parties”) from and against any and all
losses, liabilities, damages, costs and expenses, including attorney’s fees and costs to
the extent same are caused in whole or in part by any negligent or wrongful act, error or
omission of Consultant, its officers, agents, employees or subcontractors or any entity or
individual that Consultant shall bear the legal liability thereof in the performance of
professional services under this agreement.
(b) Indemnification for Other Than Professional Liability. Other than in the
performance of professional services and to the full extent permitted by law, Consultant
shall indemnify, defend and hold harmless City, and any and all of its employees, officials
and agents from and against any liability (including liability for claims, suits, actions,
arbitration proceedings, administrative proceedings, regulatory proceedings, losses,
expenses or costs of any kind, whether actual, alleged or threatened, including attorney’s
fees and costs, court costs, interest, defense costs, and expert witness fees), where the
same arise out of, are a consequence of, or are in any way attributable to, in whole or in
part, the performance of this Agreement by Consultant or by any individual or entity for
which Consultant is legally liable, including but not limited to officers, agents, employees
or subcontractors of Consultant.
(c) General Indemnification Provisions. Consultant agrees to obtain executed
indemnity agreements with provisions identical to those set forth here in this section from
each and every subcontractor or any other person or entity involved by, for, with or on
behalf of Consultant in the performance of this agreement. In the event Consultant fails
to obtain such indemnity obligations from others as required here, Consultant agrees to
be fully responsible according to the terms of this section. Failure of City to monitor
compliance with these requirements imposes no additional obligations on City and will in
no way act as a waiver of any rights hereunder. This obligation to indemnify and defend
City as set forth here is binding on the successors, assigns or heirs of Consultant and
shall survive the termination of this agreement or this section.
(d) Indemnification for Design Professional Services. Notwithstanding anything
herein to the contrary, to the fullest extent permitted by law for all design professional
services arising under this Agreement, Consultant shall indemnify, protect, defend and
hold harmless City and any and all of its officials, employees and agents ("Indemnified
Parties") from and against any and all losses, liabilities, damages, costs and expenses,
including attorney's fees and costs which arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the Consultant.
Item 8.i. - Page 7
12. INSURANCE
Consultant shall maintain prior to the beginning of and for the duration of this
Agreement insurance coverage as specified in Exhibit “C,” attached hereto and
incorporated herein as though set forth in full.
13. INDEPENDENT CONSULTANT
(a) Consultant is and shall at all times remain as to the City a wholly
independent Consultant. The personnel performing the services under this Agreement on
behalf of Consultant shall at all times be under Consultant’s exclusive direction and
control. Neither City nor any of its officers, employees, or agents shall have control over
the conduct of Consultant or any of Consultant’s officers, employees, or agents, except
as set forth in this Agreement. Consultant shall not at any time or in any manner represent
that it or any of its officers, employees, or agents are in any manner officers, employees,
or agents of the City. Consultant shall not incur or have the power to incur any debt,
obligation, or liability whatever against City, or bind City in any manner.
(b) No employee benefits shall be available to Consultant in connection with
performance of this Agreement. Except for the fees paid to Consultant as provided in the
Agreement, City shall not pay salaries, wages, or other compensation to Consultant for
performing services hereunder for City. City shall not be liable for compensation or
indemnification to Consultant for injury or sickness arising out of performing services
hereunder.
14. UNDUE INFLUENCE
Consultant declares and warrants that no undue influence or pressure was or is
used against or in concert with any officer or employee of the City of Arroyo Grande in
connection with the award, terms or implementation of this Agreement, including any
method of coercion, confidential financial arrangement, or financial inducement. No officer
or employee of the City of Arroyo Grande will receive compensation, directly or indirectly,
from Consultant, or from any officer, employee or agent of Consultant, in connection with
the award of this Agreement or any work to be conducted as a result of this Agreement.
Violation of this Section shall be a material breach of this Agreement entitling the City to
any and all remedies at law or in equity.
15. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES
No member, officer, or employee of City, or their designees or agents, and no
public official who exercises authority over or responsibilities with respect to the project
during his/her tenure or for one year thereafter, shall have any interest, direct or indirect,
in any agreement or sub-agreement, or the proceeds thereof, for work to be performed in
connection with the project performed under this Agreement.
Item 8.i. - Page 8
16. RELEASE OF INFORMATION/CONFLICTS OF INTEREST
(a) All information gained by Consultant in performance of this Agreement shall
be considered confidential and shall not be released by Consultant without City’s prior
written authorization. Consultant, its officers, employees, agents, or subcontractors, shall
not without written authorization from the City Manager or unless requested by the City
Attorney, voluntarily provide declarations, letters of support, testimony at depositions,
response to interrogatories, or other information concerning the work performed under
this Agreement or relating to any project or property located within the City. Response to
a subpoena or court order shall not be considered “voluntary” provided Consultant gives
City notice of such court order or subpoena.
(b) Consultant shall promptly notify City should Consultant, its officers,
employees, agents, or subcontractors be served with any summons, complaint,
subpoena, notice of deposition, request for documents, interrogatories, request for
admissions, or other discovery request, court order, or subpoena from any person or party
regarding this Agreement and the work performed thereunder or with respect to any
project or property located within the City. City retains the right, but has no obligation, to
represent Consultant and/or be present at any deposition, hearing, or similar proceeding.
Consultant agrees to cooperate fully with City and to provide the opportunity to review
any response to discovery requests provided by Consultant. However, City’s right to
review any such response does not imply or mean the right by City to control, direct, or
rewrite said response.
17. NOTICES
Any notice which either party may desire to give to the other party under this
Agreement must be in writing and may be given either by (i) personal service, (ii) delivery
by a reputable document delivery service, such as but not limited to, Federal Express,
which provides a receipt showing date and time of delivery, or (iii) mailing in the United
States Mail, certified mail, postage prepaid, return receipt requested, addressed to the
address of the party as set forth below or at any other address as that party may later
designate by notice:
To City: City of Arroyo Grande
Community Development Director
300 East Branch Street
Arroyo Grande, CA 93420
To Consultant: BPR Consulting Group, LLC
2201 Francisco Drive, Suite 140-658
El Dorado Hills, CA 95762
Item 8.i. - Page 9
18. ASSIGNMENT
The Consultant shall not assign the performance of this Agreement, nor any part
thereof, without the prior written consent of the City.
19. GOVERNING LAW
The City and Consultant understand and agree that the laws of the State of
California shall govern the rights, obligations, duties, and liabilities of the parties to this
Agreement and also govern the interpretation of this Agreement. Any litigation concerning
this Agreement shall take place in the superior or federal district court with jurisdiction
over the City of Arroyo Grande.
20. ENTIRE AGREEMENT
This Agreement contains the entire understanding between the parties relating to
the obligations of the parties described in this Agreement. All prior or contemporaneous
agreements, understandings, representations, and statements, or written, are merged
into this Agreement and shall be of no further force or effect. Each party is entering into
this Agreement based solely upon the representations set forth herein and upon each
party’s own independent investigation of any and all facts such party deems material.
21. TIME
City and Consultant agree that time is of the essence in this Agreement. Time
constraints are selection factors on individual service request. The consultant must start
work within two weeks from receipt of a written authorization to proceed unless an
alternate timeframe has been agreed upon. The City expects the work to be actively
pursued until complete.
22. CONTENTS OF REQUEST FOR PROPOSAL
Consultant is bound by the contents of the City’s Request for Proposals, Exhibit A,
and the contents of the proposal submitted by the Consultant. In the event of conflict, the
requirements of City’s Request for Proposals and this Agreement shall take precedence
over those contained in the Consultant’s proposal.
23. CONSTRUCTION
The parties agree that each has had an opportunity to have their counsel review
this Agreement and that any rule of construction to the effect that ambiguities are to be
resolved against the drafting party shall not apply in the interpretation of this Agreement
or any amendments or exhibits thereto. The captions of the sections are for convenience
and reference only, and are not intended to be construed to define or limit the provisions
to which they relate.
Item 8.i. - Page 10
24. AMENDMENTS
Amendments to this Agreement shall be in writing and shall be made only with the
mutual written consent of all of the parties to this Agreement.
25. AUTHORITY TO EXECUTE THIS AGREEMENT
The person or persons executing this Agreement on behalf of Consultant warrants
and represents that he/she has the authority to execute this Agreement on behalf of the
Consultant and has the authority to bind Consultant to the performance of its obligations
hereunder.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed
the day and year first above written.
CITY OF ARROYO GRANDE CONSULTANT
By: __________________________ By: ____________________________
Caren Ray Russom, Mayor Its: ____________________________
(Title)
Attest:
____________________________
Jessica Matson, City Clerk
Approved as to Form:
_____________________________
Timothy J. Carmel, City Attorney
Item 8.i. - Page 11
EXHIBIT A - CITY’S REQUEST FOR PROPOSALS
Item 8.i. - Page 12
Community Development Department
REQUEST FOR PROPOSALS (RFP)
BUILDING DIVISION STAFF
AND PLAN REVIEW SERVICES
Deliver to:
City of Arroyo Grande
300 East Branch Street
Arroyo Grande, CA 93420
Attention: Bill Robeson
Assistant City Manager/Director of Public Works
PROPOSALS DUE:
4:00 PM
August 5, 2021
July 22, 2021
Item 8.i. - Page 13
City of Arroyo Grande
RFP for Building Consultant Services Page 1
The City of Arroyo Grande (City) is requesting proposals for Building Division Staff and
Plan Review Services, including all levels of on-site Building Inspection, remote and on-
site Plan Review staff as well as remote as needed Building Official position services. All
proposals must be received by the City of Arroyo Grande at 300 East Branch Street,
Arroyo Grande, CA 93420 by 4:00 P.M., Thursday, August 5, 2021.
Proposals received after said time will not be considered. To guard against premature
opening, each proposal package must be submitted to the City of Arroyo Grande in a
sealed envelope plainly marked with the:
Building Division Staff and Plan Review Services
Consultant’s Name
Time and Date of the Proposals Opening
Proposals must be submitted using the forms provided in this RFP. Provide five (5) copies
of your proposal package and one (1) Adobe Acrobat Portable Document Format (PDF)
file of the proposal on flash drive or compact disk.
Obtaining a Request for Proposals Package
Download from the City’s Web site:
http://www.arroyogrande.org/Bids.aspx
Questions
Contact Bill Robeson at (805) 473-5466 or brobeson@arroyogrande.org with any
questions regarding this Request for Proposals.
Item 8.i. - Page 14
City of Arroyo Grande
RFP for Building Consultant Services Page 2
SECTION A - DESCRIPTION OF WORK ..................................................................................................... 3
SECTION B - GENERAL TERMS AND CONDITIONS ................................................................................ 4
PROPOSAL REQUIREMENTS ................................................................................................................ 4
CONTRACT AWARD AND EXECUTION ................................................................................................. 5
SECTION C - PROPOSAL CONTENT AND SELECTION PROCESS ........................................................ 6
PROPOSAL CONTENT ............................................................................................................................ 6
PROPOSAL EVALUATION AND CONSULTANT SELECTION .............................................................. 6
SECTION D - FORM OF AGREEMENT ....................................................................................................... 8
AGREEMENT FOR CONSULTANT SERVICES ...................................................................................... 8
EXHIBIT A - CITY’S REQUEST FOR PROPOSALS ............................................................................. 16
EXHIBIT B - CONSULTANT’S PROPOSAL ........................................................................................... 17
EXHIBIT C – INSURANCE REQUIREMENTS ....................................................................................... 18
SECTION E - PROPOSAL SUBMITTAL FORMS ...................................................................................... 23
ACKNOWLEDGEMENT ......................................................................................................................... 23
STATEMENT OF PAST CONTRACT DISQUALIFICATIONS ............................................................... 24
REFERENCES ....................................................................................................................................... 25
NON-LOBBYING CERTIFICATION........................................................................................................ 28
DEBARMENT AND SUSPENSION CERTIFICATION ......................................................................... 299
Item 8.i. - Page 15
City of Arroyo Grande
RFP for Building Consultant Services Page 3
SECTION A - DESCRIPTION OF WORK
The City is seeking consultants interested in providing professional services for the
Community Development Department's Building Division. Requested services include
Building Inspection, Building Plan Review, Green Building Standards, Accessibility, Fire
Plan Review, and Building Official duty services. The City is requesting proposals from
qualified consultants to provide these services on an as needed basis. The consultant is
encouraged to provide a list of other services available to the City.
Goals and expectations of the consultant include keeping open lines of communication
between consultant and City staff. The consultant must be able to provide excellent
customer service, work well with the residents, business owners, contractors and City
staff. For remote work, the consultant must provide all vehicles, fuel, computers, phones,
office space, and supplies required.
Building Inspection Services
The consultant must be able to provide full service on-site building inspection services.
Building inspections shall include all aspects of construction including structural, fire
prevention, life safety, electrical, plumbing, mechanical, energy efficiency, accessibility
standards, and site work. Adequate inspection services shall be provided to enforce
compliance with the conditions of approval, City, State, and Federal laws and the
requirements set forth on the plans for which the permit was issued. The consultant shall
coordinate with other City departments to include Planning, Engineering, Public Works,
Police and Five Cities Fire as required. When infractions are observed, inspectors shall
write citations and/or stop work in progress depending on the nature of the infraction,
document actions, and testify in court if necessary.
Building Plan Review
The consultant must be able to provide full on-site and remote building plan review
services, including Green Building Standards, Accessibility and Fire Plan Review. The
consultant shall coordinate with other City departments to include Planning, Engineering,
Public Works, Police and Five Cities Fire as required. The consultant must provide details
and documentation of the plan review process. The consultant must provide City standard
turnaround time and always be within the two-week maximum allowable for all plan
reviews. Additionally, provide an expedited review option.
Building Official
On an hourly and as needed basis, including remote availability, the consultant must be
able to provide Building Official services to resolve complex building plan review issues
and building inspections. Attend weekly department meeting as requested for
coordinating with other City departments. Make determinations and recommendations
regarding complicated building code compliance concerning building safety matters and
perform other related duties as assigned.
Item 8.i. - Page 16
City of Arroyo Grande
RFP for Building Consultant Services Page 4
SECTION B - GENERAL TERMS AND CONDITIONS
PROPOSAL REQUIREMENTS
1. Requirement to Meet All Provisions. Each individual or firm submitting a proposal
(Consultant) shall meet all of the terms, and conditions of this Request for Proposal
(RFP). By virtue of its proposal submittal, the Consultant acknowledges agreement
with and acceptance of all provisions of the RFP specifications.
2. Proposal Submittal. Each proposal must be submitted on the form(s) provided and
accompanied by any other required submittals or supplemental materials. Proposal
documents must be enclosed in an envelope that shall be sealed and addressed to
the Bill Robeson, Assistant City Manager/Director of Public Works, City of Arroyo
Grande, 300 East Branch Street, Arroyo Grande, CA, 93420. Each proposal submittal
must include one electronic copy of the proposal, submitted in Adobe Acrobat format
on CD or flash drive. In order to guard against premature opening, the proposal should
be clearly labeled with the request title, name of Consultant, and date and time of
proposal opening. No FAX submittals will be accepted.
3. Submittal of References. Each proposer shall submit a statement of qualifications
and a minimum of three (3) references on the form provided in this RFP package.
Proposers may use their own forms but the information provided on the RFP reference
forms shall be the same.
4. Statement of Contract Disqualifications. Each proposer shall submit a statement
regarding any past government disqualifications on the form provided in this RFP
package.
5. Proposal Withdrawal and Opening. A Consultant may withdraw its proposal,
without prejudice prior to the time specified for the proposal opening, by submitting a
written request to the Assistant City Manager/Public Works Director for its withdrawal,
in which event the proposal will be returned to the Consultant unopened. No proposal
received after the time specified or at any place other than that stated in the "Notice
Requesting Proposals" will be considered.
6. Submittal of One Proposal Only. No individual or business entity of any kind shall
be allowed to make or file, or to be interested in more than one proposal, except an
alternative proposal when specifically requested. However, an individual or business
entity that has submitted a sub-proposal to a Consultant submitting a proposal, or who
has quoted prices on materials to such Consultant, is not thereby disqualified from
submitting a sub-proposal or from quoting prices to other Consultants submitting
proposals.
7. Communications. All timely requests for information submitted in writing will receive
a written response from the City. Telephone communications with City staff are not
encouraged, but will be permitted. However, any such oral communication shall not
be binding on the City. The issuance of a written addendum is the only official method
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whereby interpretation, clarification, or additional information can be given. Please
direct all written correspondence to Bill Robeson, Assistant City Manager/Director of
Public Works, at brobeson@arroyogrande.org.
8. Alternative Proposals. When specifically requested, the proposer may submit an
alternative proposal (or proposals) that it believes will also meet the City's project
objectives but in a different way. In this case, the proposer must provide an analysis
of the advantages and disadvantages of each of the alternatives, and discuss under
what circumstances the City would prefer one alternative to the other(s). If an
alternative proposal is submitted, the maximum length of the proposal may be
expanded proportionately by the number of alternatives submitted.
CONTRACT AWARD AND EXECUTION
9. Proposal Retention and Award. The City reserves the right to retain all proposals
for a period of 60 days for examination and comparison. The City also reserves the
right to waive non-substantial irregularities in any proposal, to reject any or all
proposals, to reject or delete one part of a proposal and accept the other, except to
the extent that proposals are qualified by specific limitations.
10. Competency and Responsibility of Consultant. The City reserves full discretion
to determine the competence and responsibility, professionally and/or financially, of
Consultants. Consultants will provide, in a timely manner, all information that the City
deems necessary to make such a decision.
11. Contract Requirement. The Consultant to whom award is made shall execute a
written Agreement with the City within ten (10) calendar days after notice of the award
has been sent by mail to the address given in its proposal. The Agreement shall be
made in the form adopted by the City and incorporated in this RFP.
12. Insurance Requirements. The Consultant shall provide proof of insurance in the
form, coverages and amounts specified in this RFP within ten (10) calendar days after
notice of award as a precondition to Agreement execution.
13. Business License & Tax. The Consultant must have a valid City of Arroyo Grande
business license and tax certificate before execution of the Agreement.
14. Failure to Accept Contract. The following will occur if the Consultant to whom the
award is made fails to enter into an Agreement: the award will be annulled and an
award may be made to the next highest ranked Consultant.
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SECTION C - PROPOSAL CONTENT AND SELECTION PROCESS
PROPOSAL CONTENT
1. Submittal Forms
a. Acknowledgement
b. Statement of Past Contract Disqualifications
c. References
d. Non-Lobbying Certification
e. Debarment and Suspension Certification
2. Qualifications
a. Experience of your firm in performing Building Division services.
b. Experience of the staff to be assigned to this work in performing similar services.
c. Redundancy in the company of staff experienced in this type of work.
d. Resumes of the individuals who would be assigned to this work.
e. Proximity and staffing levels of the nearest company office.
f. Statement and explanation of any instances where your firm has been removed
from a project or disqualified from proposing on a project.
g. Detailed list of services available directly from your firm.
3. Work Program
a. Description of your approach to working with City staff.
b. Services or data anticipated to be provided by the City.
c. Any other information that would assist us in making an award decision.
4. Proposal Length and Copies
a. Proposals should be the minimum length to provide the required information.
Charts and other short form approaches to conveying information are encouraged.
b. Five (5) copies of the proposal must be submitted.
c. One (1) Adobe Acrobat PDF electronic copy.
5. Fee Schedule
In accordance with Qualifications-Based Selection (QBS), one (1) copy of the standard
hourly billing rates for consultant and sub-consultant staff is to be submitted in a separate
sealed envelope plainly marked as:
“Fee Schedule
City of Arroyo Grande
Building Division Staff and Plan Review Services”
PROPOSAL EVALUATION AND CONSULTANT SELECTION
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Proposals will be evaluated by a selection committee and the award process will be
as follows:
6. Written Proposal Review/Finalist Candidate Selection
Evaluation of the proposals will be based on the following qualifications:
1. Responsiveness to RFP
2. Quantity, quality and relevance of the firm’s experience and resources
3. References
Proposals will be reviewed by a selection committee and ranked in accordance with
the above criteria. Where one or more proposals are rated consistently higher than
others, the consultants may be selected as the top ranked consultants for purposes
of contract negotiation. The City, at its sole discretion, may request an oral
presentation or discussion with the most qualified candidates.
4. Proposal Review and Award Schedule
The following is an outline of the anticipated schedule for proposal review and contract
award:
Issue RFP ......................................... July 22, 2021
Receive proposals .......................... August 5, 2021
Complete proposal evaluation ...... August 13, 2021
Reference checks and contract negotiations August 16 – August 18, 2021
Tentative Award contract (at City Council) …. August 24, 2021
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SECTION D - FORM OF AGREEMENT
AGREEMENT FOR CONSULTANT SERVICES
This AGREEMENT FOR CONSULTANT SERVICES (“Agreement”), is made and
effective as of 2021, between
(“Consultant”), and the CITY OF ARROYO GRANDE, a Municipal Corporation (“City”). In
consideration of the mutual covenants and conditions set forth herein, the parties agree
as follows:
1. TERM
This Agreement shall commence on , 2021 and shall remain and
continue in effect until , 2023 unless sooner terminated pursuant to the
provisions of this Agreement. This Agreement may be extended for one (1) additional two
(2) year period after the Initial Term upon written agreement by City and Consultant. All
terms and conditions of this Agreement shall apply to the additional two (2) year term.
2. SERVICES
Consultant shall perform the tasks described and comply with all terms and
provisions set forth in the City’s Request for Proposals, Exhibit “A” and Consultant’s
Proposal, Exhibit “B”, and attached hereto and incorporated herein by this reference.
3. PERFORMANCE
Consultant shall at all times faithfully, competently and to the best of his/her ability,
experience and talent, perform all tasks described herein. Consultant shall employ, at a
minimum generally accepted standards and practices utilized by persons engaged in
providing similar services as are required of Consultant hereunder in meeting its
obligations under this Agreement.
4. AGREEMENT ADMINISTRATION
The Assistant City Manager/Public Works Director shall represent City in all
matters pertaining to the administration of this Agreement. ____________________ shall
represent Consultant in all matters pertaining to the administration of this Agreement.
5. PAYMENT
The City agrees to pay the Consultant in accordance with the payment rates and
terms set forth in Consultant’s Proposal, Exhibit “B”, attached hereto and incorporated
herein by this reference. The Consultant must correct any errors or omissions to work at
no additional cost to the City.
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6. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE
(a) The City may at any time, for any reason, with or without cause, suspend or
terminate this Agreement, or any portion hereof, by serving upon the Consultant at least
ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall
immediately cease all work under this Agreement, unless the notice provides otherwise.
If the City suspends or terminates a portion of this Agreement such suspension or
termination shall not make void or invalidate the remainder of this Agreement.
(b) In the event this Agreement is terminated pursuant to this Section, the City
shall pay to Consultant the actual value of the work performed up to the time of
termination, provided that the work performed is of value to the City. Upon termination of
the Agreement pursuant to this Section, the Consultant will submit an invoice to the City
pursuant to Section 5.
7. TERMINATION ON OCCURRENCE OF STATED EVENTS
This Agreement shall terminate automatically on the occurrence of any of the
following events:
(a) Bankruptcy or insolvency of any party;
(b) Sale of Consultant’s business; or
(c) Assignment of this Agreement by Consultant without the consent of City.
(d) End of the Agreement Initial Term specified in Section 1, unless otherwise
extended.
8. DEFAULT OF CONSULTANT
(a) The Consultant’s failure to comply with the provisions of this Agreement
shall constitute a default. In the event that Consultant is in default for cause under the
terms of this Agreement, City shall have no obligation or duty to continue compensating
Consultant for any work performed after the date of default and can terminate this
Agreement immediately by written notice to the Consultant. If such failure by the
Consultant to make progress in the performance of work hereunder arises out of causes
beyond the Consultant’s control, and without fault or negligence of the Consultant, it shall
not be considered a default.
(b) If the City Manager or his/her delegate determines that the Consultant is in
default in the performance of any of the terms or conditions of this Agreement, he/she
shall cause to be served upon the Consultant a written notice of the default. The
Consultant shall have ten (10) days after service upon it of said notice in which to cure
the default by rendering a satisfactory performance. In the event that the Consultant fails
to cure its default within such period of time, the City shall have the right, notwithstanding
any other provision of this Agreement to terminate this Agreement without further notice
and without prejudice to any other remedy to which it may be entitled at law, in equity or
under this Agreement.
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9. LAWS TO BE OBSERVED. Consultant shall:
(a) Procure all permits and licenses, pay all charges and fees, and give all
notices which may be necessary and incidental to the due and lawful prosecution of the
services to be performed by Consultant under this Agreement;
(b) Keep itself fully informed of all existing and proposed federal, state and local
laws, ordinances, regulations, orders, and decrees which may affect those engaged or
employed under this Agreement, any materials used in Consultant’s performance under
this Agreement, or the conduct of the services under this Agreement;
(c) At all times observe and comply with, and cause all of its employees to
observe and comply with all of said laws, ordinances, regulations, orders, and decrees
mentioned above;
(d) Immediately report to the City’s Contract Manager in writing any
discrepancy or inconsistency it discovers in said laws, ordinances, regulations, orders,
and decrees mentioned above in relation to any plans, drawings, specifications, or
provisions of this Agreement.
(e) The City, and its officers, agents and employees, shall not be liable at law
or in equity occasioned by failure of the Consultant to comply with this Section.
10. OWNERSHIP OF DOCUMENTS
(a) Consultant shall maintain complete and accurate records with respect to
sales, costs, expenses, receipts, and other such information required by City that relate
to the performance of services under this Agreement. Consultant shall maintain adequate
records of services provided in sufficient detail to permit an evaluation of services. All
such records shall be maintained in accordance with generally accepted accounting
principles and shall be clearly identified and readily accessible. Consultant shall provide
free access to the representatives of City or its designees at reasonable times to such
books and records; shall give City the right to examine and audit said books and records;
shall permit City to make transcripts therefrom as necessary; and shall allow inspection
of all work, data, documents, proceedings, and activities related to this Agreement. Such
records, together with supporting documents, shall be maintained for a period of five (5)
years after receipt of final payment.
(b) Upon completion of, or in the event of termination or suspension of this
Agreement, all original documents, designs, drawings, maps, models, computer files,
surveys, notes, and other documents prepared in the course of providing the services to
be performed pursuant to this Agreement shall become the sole property of the City and
may be used, reused, or otherwise disposed of by the City without the permission of the
Consultant. With respect to computer files, Consultant shall make available to the City, at
the Consultant’s office and upon reasonable written request by the City, the necessary
computer software and hardware for purposes of accessing, compiling, transferring, and
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printing computer files. Upon request by City, Consultant shall make available all work
papers and reports to any successor auditor in a timely manner.
11. INDEMNIFICATION
(a) Indemnification for Professional Liability. When the law establishes a
professional standard of care for Consultant’s Services, to the fullest extent permitted by
law, Consultant shall indemnify, protect, defend and hold harmless City and any and all
of its officials, employees and agents (“Indemnified Parties”) from and against any and all
losses, liabilities, damages, costs and expenses, including attorney’s fees and costs to
the extent same are caused in whole or in part by any negligent or wrongful act, error or
omission of Consultant, its officers, agents, employees or subcontractors or any entity or
individual that Consultant shall bear the legal liability thereof in the performance of
professional services under this agreement.
(b) Indemnification for Other Than Professional Liability. Other than in the
performance of professional services and to the full extent permitted by law, Consultant
shall indemnify, defend and hold harmless City, and any and all of its employees, officials
and agents from and against any liability (including liability for claims, suits, actions,
arbitration proceedings, administrative proceedings, regulatory proceedings, losses,
expenses or costs of any kind, whether actual, alleged or threatened, including attorney’s
fees and costs, court costs, interest, defense costs, and expert witness fees), where the
same arise out of, are a consequence of, or are in any way attributable to, in whole or in
part, the performance of this Agreement by Consultant or by any individual or entity for
which Consultant is legally liable, including but not limited to officers, agents, employees
or subcontractors of Consultant.
(c) General Indemnification Provisions. Consultant agrees to obtain executed
indemnity agreements with provisions identical to those set forth here in this section from
each and every subcontractor or any other person or entity involved by, for, with or on
behalf of Consultant in the performance of this agreement. In the event Consultant fails
to obtain such indemnity obligations from others as required here, Consultant agrees to
be fully responsible according to the terms of this section. Failure of City to monitor
compliance with these requirements imposes no additional obligations on City and will in
no way act as a waiver of any rights hereunder. This obligation to indemnify and defend
City as set forth here is binding on the successors, assigns or heirs of Consultant and
shall survive the termination of this agreement or this section.
(d) Indemnification for Design Professional Services. Notwithstanding anything
herein to the contrary, to the fullest extent permitted by law for all design professional
services arising under this Agreement, Consultant shall indemnify, protect, defend and
hold harmless City and any and all of its officials, employees and agents ("Indemnified
Parties") from and against any and all losses, liabilities, damages, costs and expenses,
including attorney's fees and costs which arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the Consultant.
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12. INSURANCE
Consultant shall maintain prior to the beginning of and for the duration of this
Agreement insurance coverage as specified in “SECTION D – EXHIBIT “C” of the
Request for PROPOSALS. Exhibit “C” attached hereto and incorporated herein as
though set forth in full.
13. INDEPENDENT CONSULTANT
(a) Consultant is and shall at all times remain as to the City a wholly
independent Consultant. The personnel performing the services under this Agreement on
behalf of Consultant shall at all times be under Consultant’s exclusive direction and
control. Neither City nor any of its officers, employees, or agents shall have control over
the conduct of Consultant or any of Consultant’s officers, employees, or agents, except
as set forth in this Agreement. Consultant shall not at any time or in any manner represent
that it or any of its officers, employees, or agents are in any manner officers, employees,
or agents of the City. Consultant shall not incur or have the power to incur any debt,
obligation, or liability whatever against City, or bind City in any manner.
(b) No employee benefits shall be available to Consultant in connection with
performance of this Agreement. Except for the fees paid to Consultant as provided in the
Agreement, City shall not pay salaries, wages, or other compensation to Consultant for
performing services hereunder for City. City shall not be liable for compensation or
indemnification to Consultant for injury or sickness arising out of performing services
hereunder.
14. UNDUE INFLUENCE
Consultant declares and warrants that no undue influence or pressure was or is
used against or in concert with any officer or employee of the City of Arroyo Grande in
connection with the award, terms or implementation of this Agreement, including any
method of coercion, confidential financial arrangement, or financial inducement. No officer
or employee of the City of Arroyo Grande will receive compensation, directly or indirectly,
from Consultant, or from any officer, employee or agent of Consultant, in connection with
the award of this Agreement or any work to be conducted as a result of this Agreement.
Violation of this Section shall be a material breach of this Agreement entitling the City to
any and all remedies at law or in equity.
15. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES
No member, officer, or employee of City, or their designees or agents, and no
public official who exercises authority over or responsibilities with respect to the project
during his/her tenure or for one year thereafter, shall have any interest, direct or indirect,
in any agreement or sub-agreement, or the proceeds thereof, for work to be performed in
connection with the project performed under this Agreement.
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16. RELEASE OF INFORMATION/CONFLICTS OF INTEREST
(a) All information gained by Consultant in performance of this Agreement shall
be considered confidential and shall not be released by Consultant without City’s prior
written authorization. Consultant, its officers, employees, agents, or subcontractors, shall
not without written authorization from the City Manager or unless requested by the City
Attorney, voluntarily provide declarations, letters of support, testimony at depositions,
response to interrogatories, or other information concerning the work performed under
this Agreement or relating to any project or property located within the City. Response to
a subpoena or court order shall not be considered “voluntary” provided Consultant gives
City notice of such court order or subpoena.
(b) Consultant shall promptly notify City should Consultant, its officers,
employees, agents, or subcontractors be served with any summons, complaint,
subpoena, notice of deposition, request for documents, interrogatories, request for
admissions, or other discovery request, court order, or subpoena from any person or party
regarding this Agreement and the work performed thereunder or with respect to any
project or property located within the City. City retains the right, but has no obligation, to
represent Consultant and/or be present at any deposition, hearing, or similar proceeding.
Consultant agrees to cooperate fully with City and to provide the opportunity to review
any response to discovery requests provided by Consultant. However, City’s right to
review any such response does not imply or mean the right by City to control, direct, or
rewrite said response.
17. NOTICES
Any notice which either party may desire to give to the other party under this
Agreement must be in writing and may be given either by (i) personal service, (ii) delivery
by a reputable document delivery service, such as but not limited to, Federal Express,
which provides a receipt showing date and time of delivery, or (iii) mailing in the United
States Mail, certified mail, postage prepaid, return receipt requested, addressed to the
address of the party as set forth below or at any other address as that party may later
designate by notice:
To City: City of Arroyo Grande
Community Development Director
300 East Branch Street
Arroyo Grande, CA 93420
To Consultant: ____________________________
____________________________
____________________________
____________________________
____________________________
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18. ASSIGNMENT
The Consultant shall not assign the performance of this Agreement, nor any part
thereof, without the prior written consent of the City.
19. GOVERNING LAW
The City and Consultant understand and agree that the laws of the State of
California shall govern the rights, obligations, duties, and liabilities of the parties to this
Agreement and also govern the interpretation of this Agreement. Any litigation concerning
this Agreement shall take place in the superior or federal district court with jurisdiction
over the City of Arroyo Grande.
20. ENTIRE AGREEMENT
This Agreement contains the entire understanding between the parties relating to
the obligations of the parties described in this Agreement. All prior or contemporaneous
agreements, understandings, representations, and statements, or written, are merged
into this Agreement and shall be of no further force or effect. Each party is entering into
this Agreement based solely upon the representations set forth herein and upon each
party’s own independent investigation of any and all facts such party deems material.
21. TIME
City and Consultant agree that time is of the essence in this Agreement. Time
constraints are selection factors on individual service request. The consultant must start
work within two weeks from receipt of a written authorization to proceed unless an
alternate timeframe has been agreed upon. The City expects the work to be actively
pursued until complete.
22. CONTENTS OF REQUEST FOR PROPOSAL
Consultant is bound by the contents of the City’s Request for Proposals, Exhibit
“A”, attached hereto and incorporated herein by this reference, and the contents of the
proposal submitted by the Consultant in the event of conflict, the requirements of City’s
Request for Proposals and this Agreement shall take precedence over those contained
in the Consultant’s proposals.
23. CONSTRUCTION
The parties agree that each has had an opportunity to have their counsel review
this Agreement and that any rule of construction to the effect that ambiguities are to be
resolved against the drafting party shall not apply in the interpretation of this Agreement
or any amendments or exhibits thereto. The captions of the sections are for convenience
and reference only, and are not intended to be construed to define or limit the provisions
to which they relate.
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24. AMENDMENTS
Amendments to this Agreement shall be in writing and shall be made only with the
mutual written consent of all of the parties to this Agreement.
25. AUTHORITY TO EXECUTE THIS AGREEMENT
The person or persons executing this Agreement on behalf of Consultant warrants
and represents that he/she has the authority to execute this Agreement on behalf of the
Consultant and has the authority to bind Consultant to the performance of its obligations
hereunder.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed the day and year first above written.
CITY OF ARROYO GRANDE CONSULTANT
By: __________________________ By: ____________________________
Caren Ray Russom, Mayor
Its: ____________________________
Attest: (Title)
____________________________
Jessica Matson, City Clerk
Approved as to Form:
_____________________________
Timothy J. Carmel, City Attorney
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EXHIBIT A - CITY’S REQUEST FOR PROPOSALS
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EXHIBIT B - CONSULTANT’S PROPOSAL
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EXHIBIT C – INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of the Work, Consultant will maintain
insurance in conformance with the requirements set forth below. Consultant will use
existing coverage to comply with these requirements. If that existing coverage does not
meet the requirements set forth here, Consultant agrees to amend, supplement or
endorse the existing coverage to do so. Consultant acknowledges that the insurance
coverage and policy limits set forth in this section constitute the minimum amount of
coverage required. Any insurance proceeds available to City in excess of the limits and
coverage required in this agreement and which is applicable to a given loss, will be
available to City.
Consultant shall provide the following types and amounts of insurance:
Commercial General Liability Insurance using Insurance Services Office “Commercial
General Liability” policy from CG 00 01 or the exact equivalent. Defense costs must be
paid in addition to limits. There shall be no cross liability exclusion for claims or suits by
one insured against another. Limits are subject to review but in no event less than
$1,000,000 per occurrence.
Business Auto Coverage on ISO Business Auto Coverage from CA 00 01 including
symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event
to be less than $1,000,000 per accident. If Consultant owns no vehicles, this requirement
may be satisfied by a non-owned auto endorsement to the general liability policy
described above. If Consultant or Consultant’s employees will use personal autos in any
way on this project, Consultant shall provide evidence of personal auto liability coverage
for each such person.
Workers Compensation on a state-approved policy form providing statutory benefits as
required by law with employer’s liability limits no less than $1,000,000 per accident or
disease.
Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit requirements,
shall provide coverage at least as broad as specified for the underlying coverages. Any
such coverage provided under an umbrella liability policy shall include a drop down
provision providing primary coverage above a maximum $25,000 self-insured retention
for liability not covered by primary but covered by the umbrella. Coverage shall be
provided on a “pay on behalf” basis, with defense costs payable in addition to policy limits.
Policy shall contain a provision obligating insurer at the time insured’s liability is
determined, not requiring actual payment by the insured first. There shall be no cross
liability exclusion precluding coverage for claims or suits by one insured against another.
Coverage shall be applicable to City for injury to employees of Consultant, subcontractors
or others involved in the Work. The scope of coverage provided is subject to approval of
City following receipt of proof of insurance as required herein. Limits are subject to review
but in no event less than $1,000,000 per occurrence.
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Professional Liability or Errors and Omissions Insurance as appropriate shall be written
on a policy form coverage specifically designated to protect against acts, errors or
omissions of the Consultant and “Covered Professional Services” as designated in the
policy must specifically include work performed under this agreement. The policy limit
shall be no less than $1,000,000 per claim and in the aggregate. The policy must “pay on
behalf of” the insured and must include a provision establishing the insurer’s duty to
defend. The policy retroactive date shall be on or before the effective date of this
agreement.
Insurance procured pursuant to these requirements shall be written by insurer that are
admitted carriers in the state California and with an A.M. Best rating of A- or better and a
minimum financial size VII.
General conditions pertaining to provision of insurance coverage by Consultant.
Consultant and City agree to the following with respect to insurance provided by
Consultant:
1. Consultant agrees to have its insurer endorse the third party general liability coverage
required herein to include as additional insureds City, its official employees and
agents, using standard ISO endorsement No. CG 2010. Consultant also agrees to
require all Consultants, and subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall prohibit
Consultant, or Consultant’s employees, or agents, from waiving the right of
subrogation prior to a loss. Consultant agrees to waive subrogation rights against City
regardless of the applicability of any insurance proceeds, and to require all
Consultants and subcontractors to do likewise.
3. All insurance coverage and limits provided by Consultant and available or applicable
to this agreement are intended to apply to the full extent of the policies. Nothing
contained in this Agreement or any other agreement relating to the City or its
operations limits the application of such insurance coverage.
4. None of the coverages required herein will be in compliance with these requirements
if they include any limiting endorsement of any kind that has not been first submitted
to City and approved of in writing.
5. No liability policy shall contain any provision or definition that would serve to eliminate
so-called “third party action over” claims, including any exclusion for bodily injury to
an employee of the insured or of any Consultant or subcontractor.
6. All coverage types and limits required are subject to approval, modification and
additional requirements by the City, as the need arises. Consultant shall not make any
reductions in scope of coverage (e.g. elimination of contractual liability or reduction of
discovery period) that may affect City’s protection without City’s prior written consent.
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7. Proof of compliance with these insurance requirements, consisting of certificates of
insurance evidencing all of the coverages required and an additional insured
endorsement to Consultant’s general liability policy, shall be delivered to City at or
prior to the execution of this Agreement. In the event such proof of any insurance is
not delivered as required, or in the event such insurance is canceled at any time and
no replacement coverage is provided, City has the right, but not the duty, to obtain
any insurance it deems necessary to protect its interests under this or any other
agreement and to pay the premium. Any premium so paid by City shall be charged to
and promptly paid by Consultant or deducted from sums due Consultant, at City
option.
8. The insurer will provide 30 days’ notice to City of any cancellation of coverage.
9. It is acknowledged by the parties of this agreement that all insurance coverage
required to be provided by Consultant or any subcontractor, is intended to apply first
and on a primary, noncontributing basis in relation to any other insurance or self-
insurance available to City.
10. Consultant agrees to ensure that subcontractors, and any other party involved with
the project who is brought onto or involved in the project by Consultant, provide the
same minimum insurance coverage required of Consultant. Consultant agrees to
monitor and review all such coverage and assumes all responsibility for ensuring that
such coverage is provided in conformity with the requirements of this section.
Consultant agrees that upon request, all agreements with subcontractors and others
engaged in the project will be submitted to City for review.
11. Consultant agrees not to self-insure or to use any self-insured retentions or
deductibles on any portion of the insurance required herein and further agrees that it
will not allow any Consultant, subcontractor, Architect, Engineer or other entity or
person in any way involved in the performance of work on the project contemplated
by this agreement to self-insure its obligations to City. If Consultant’s existing
coverage includes a deductible or self-insured retention, the deductible or self-insured
retention must be declared to the City. At the time the City shall review options with
the Consultant, which may include reduction or elimination of the deductible or self-
insured retention, substitution of other coverage, or other solutions.
12. The City reserves the right at any time during the term of the contract to change the
amounts and types of insurance required by giving the Consultant ninety (90) days
advance written notice of such change. If such change results in substantial additional
cost to the Consultant, the City will negotiate additional compensation proportional to
the increase benefit to City.
13. For purposes of applying insurance coverage only, this Agreement will be deemed to
have been executed immediately upon any party hereto taking any steps that can be
deemed to be in furtherance of or towards performance of this Agreement.
Item 8.i. - Page 33
City of Arroyo Grande
RFP for Building Consultant Services Page 21
14. Consultant acknowledges and agrees that any actual or alleged failure on the part of
City to inform Consultant of non-compliance with any insurance requirements in no
way imposes any additional obligations on City nor does it waive any rights hereunder
in this or any other regard.
15. Consultant will renew the required coverage annually as long as City, or its employees
or agents face an exposure from operations of any type pursuant to this agreement.
This obligation applies whether or not the agreement is canceled or terminated for any
reason. Termination of this obligation is not effective until City executes a written
statement to that effect.
16. Consultant shall provide proof that policies of insurance required herein expiring
during the term of this Agreement have been renewed or replaced with other policies
providing at least the same coverage. Proof that such coverage has been ordered
shall be submitted prior to expiration. A coverage binder or letter from Consultant’s
insurance agent to this effect is acceptable. A certificate of insurance and/or additional
insured endorsement as required in these specifications applicable to the renewing or
new coverage must be provided to City within five days of the expiration of the
coverages.
17. The provisions of any workers’ compensation or similar act will not limit the obligations
of Consultant under this agreement. Consultant expressly agrees not to use any
statutory immunity defenses under such laws with respect to City, its employees,
officials and agents.
18. Requirements of specific coverage features or limits contained in this section are not
intended as limitations on coverage, limits or other requirements nor as a waiver of
any coverage normally provided by any given policy. Specific reference to a given
coverage feature is for purposes of clarification only as it pertains to a given issue,
and is not intended by any party or insured to be limiting or all-inclusive.
19. These insurance requirements are intended to be separate and distinct from any other
provision in this agreement and are intended by the parties here to be interpreted as
such.
20. The requirements in this Section supersede all other sections and provisions of this
Agreement to the extent that any other section or provision conflicts with or impairs
the provisions of this Section.
21. Consultant agrees to be responsible for ensuring that no contract used by any party
involved in any way with the project reserves the right to charge City or Consultant for
the cost of additional insurance coverage required by this agreement. Any such
provisions are to be deleted with reference to City. It is not the intent of City to
reimburse any third party for the cost of complying with these requirements. There
shall be no recourse against City for payment of premiums or other amounts with
respect thereto.
Item 8.i. - Page 34
City of Arroyo Grande
RFP for Building Consultant Services Page 22
22. Consultant agrees to provide immediate notice to City of any claim or loss against
Consultant arising out of the work performed under this agreement. City assumes no
obligation or liability by such notice, but has the right (but not the duty) to monitor the
handling of any such claim or claims if they are likely to involve City.
Item 8.i. - Page 35
City of Arroyo Grande
RFP for Building Consultant Services Page 23
SECTION E - PROPOSAL SUBMITTAL FORMS
ACKNOWLEDGEMENT
The undersigned declares that she or he:
Has carefully examined this Request for Proposals
Is thoroughly familiar with its content
Is authorized to represent the proposing firm; and
Agrees to perform the work as set forth in the specification and this proposal.
Firm Name and Address:
Contact Name:
Email:
Fax: Phone:
Signature of Authorized Representative:
Date:
Item 8.i. - Page 36
City of Arroyo Grande
RFP for Building Consultant Services Page 24
STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
The Consultant shall state whether it or any of its officers or employees who have a
proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from
bidding on, or completing a federal, state, or local government project because of the
violation of law, a safety regulation, or for any other reason, including but not limited to
financial difficulties, project delays, or disputes regarding work or product quality, and if
so to explain the circumstances.
Do you have any disqualification as described in the above
paragraph to declare?
Yes No
If yes, explain the circumstances.
Executed on ______________________at
_______________________________________ under penalty of perjury of the laws of
the State of California, that the foregoing is true and correct.
______________________________________
Signature of Authorized Consultant Representative
Item 8.i. - Page 37
City of Arroyo Grande
RFP for Building Consultant Services Page 25
REFERENCES
Number of years engaged in providing the services included within the scope of the
specifications under the present business name: _________
Describe fully the last three contracts performed by your firm that demonstrate your ability
to provide the services included with the scope of the specifications. Attach additional
pages if required. The City reserves the right to contact each of the references listed for
additional information regarding your firm's qualifications.
Reference No. 1
Customer Name
Contact Individual
Telephone & Email
Street Address
City, State, Zip
Code
Date of Services
Contract Amount
Description of Services
Item 8.i. - Page 38
City of Arroyo Grande
RFP for Building Consultant Services Page 26
Reference No. 2
Customer Name
Contact Individual
Telephone & Email
Street Address
City, State, Zip
Code
Date of Services
Contract Amount
Description of Services
Item 8.i. - Page 39
City of Arroyo Grande
RFP for Building Consultant Services Page 27
Reference No. 3
Customer Name
Contact Individual
Telephone & Email
Street Address
City, State, Zip
Code
Date of Services
Contract Amount
Description of Services
Item 8.i. - Page 40
City of Arroyo Grande
RFP for Building Consultant Services Page 28
NON-LOBBYING CERTIFICATION
The prospective participant certifies by signing and submitting this bid or proposal to the best of
his or her knowledge and belief that:
(1) No federal appropriated funds have been paid or will be paid, by or on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or employee
of any federal agency, a Member of Congress, an officer or employee of Congress, or an
employee of a Member of Congress in connection with the awarding of any federal contract,
the making of any federal grant, the making of any federal loan, the entering into of any
cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than federal appropriated funds have been paid or will be paid to any
person for influencing or attempting to influence an officer or employee of any federal
agency, a Member of Congress, an officer or employee of Congress, or an employee of a
Member of Congress in connection with this federal contract, grant, loan, or cooperative
agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of
Lobbying Activities," in accordance with its instructions.
This certification is a material representation of fact upon which reliance was placed when this
transaction was made or entered into. Submission of this certification is a prerequisite for making
or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who
fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and
not more than $100,000 for each such failure.
The prospective participant also agrees by submitting his or her bid or proposal that he or she
shall require that the language of this certification be included in all lower-tier subcontracts, which
exceed $100,000 and that all such sub-recipients shall certify and disclose accordingly
Item 8.i. - Page 41
City of Arroyo Grande
RFP for Building Consultant Services Page 29
DEBARMENT AND SUSPENSION CERTIFICATION
The Consultant certifies under penalty of perjury under the laws of the State of California, that the
Consultant has complied with Title 49, Code of Federal Regulations, Part 29, Debarment and
Suspension Certificate, which certifies that he/she or any person associated therewith in the
capacity of owner, partner, director, officer or manager, is not currently under suspension,
debarment , voluntary exclusion, or determination of ineligibility by any federal agency; has not
been suspended, debarred, voluntarily excluded or determined ineligible by any federal agency
with the past three years; does not have a proposed debarment pending, and has not been
indicted, convicted or had a civil judgment rendered against it by a court of competent jurisdiction
in any matter involving fraud or official misconduct within the past three years. Any exception to
this certification must by disclosed to the City. Exception will not necessarily result in denial of
recommendation for award, but will be considered in determining the Consultants responsibility.
Disclosures must indicate to who exceptions apply, initiating agency and dates of action.
Do you have any exceptions as described in the above paragraph to
declare?
Yes No
If yes, explain the circumstances.
Executed on ______________________at _______________________________________
under penalty of perjury of the laws of the State of California, that the foregoing is true and
correct.
Item 8.i. - Page 42
EXHIBIT B - CONSULTANT’S PROPOSAL
Item 8.i. - Page 43
PROPOSAL TO PROVIDE
BUILDING DIVISION STAFF AND PLAN REVIEW
SERVICES
August 5, 2021
Item 8.i. - Page 44
Safe Buildings for Your Community
Efficient Professional Services
Item 8.i. - Page 45
August 5, 2021
Mr. Bill Robeson
Assistant City Manager / Director of Public Works
City Arroyo Grande
300 East Branch Street
Arroyo Grande, CA 93420
Dear Mr. Robeson,
Thank you for the opportunity to present this proposal which provides a detailed overview of the
building safety services offered by BPR Consulting Group (BPR). We understand the City is seeking a
consultant to provide comprehensive building safety services including Building Official services,
Inspection services, Permit Technician services, and outsourced plan review services. We appreciate
your time reviewing this proposal and hope that we may be of service to the City Arroyo Grande.
Our talented staff of Building Officials, Plans Examiners, Building Inspectors, Licensed Engineers, CASp
experts, permit technicians and administrative staff have extensive experience providing all aspects of
building department services in support of California communities. Our staff has experience providing
similar building department services for numerous public agencies throughout the State of California
including communities such as the Cities of Sacramento, Manteca, Elk Grove, Davis, Woodland, Merced,
Sonora, Turlock, Visalia, Fresno, Corona, Anaheim, Pomona, Rialto, Tustin, Palmdale, Delano, Dinuba,
and the Counties of San Joaquin, Butte, Shasta, Nevada, Fresno, Merced, and San Bernardino to name
a few.
BPR Consulting Group’s staff of building safety personnel are experienced in providing quality,
thorough plan review and inspection services for our clients. Our staff of qualified professionals and our
expertise allows us to assist you and your department to maintain service levels during periods of
increased workload. Unlike the large national firms, BPR services are focused on supporting California
communities in the delivery of high-quality, building department services, tailored to your needs, with
the goal of exceeding our clients’ expectations by:
▪ Providing all services in a cost-effective manner.
▪ Providing qualified and experienced personnel who have the ability to effectively
communicate and explain relevant code requirements.
▪ Providing a high level of customer service for internal and external customers.
▪ Balancing the need to ensure conformance to standards and regulations with the need for
predictability, uniformity, and efficiency.
Item 8.i. - Page 46
BPR’s staff of Building Officials, Plans Examiners, Building Inspectors and Permit Technicians are all
appropriately ICC Certified and are experienced and well-versed in providing services to Building
Departments.
Please feel free to contact us if you have any questions concerning our qualifications or the services we
provide. Thank you for taking the time to review our qualifications. We look forward to the opportunity
to work with you and serve the City of Arroyo Grande.
Sincerely,
BPR CONSULTING GROUP
Ron Beehler, SE, CBO Roger Peterson, SE
Director of Plan Review Services Sr. Structural Engineer / Director
916.204.3178 916.202.2902
rbeehler@bpr-grp.com rpeterson@bpr-grp.com
Item 8.i. - Page 47
TABLE OF CONTENTS
S E C T I O N 1
S E C T I O N 2
S E C T I O N 3
S E C T I O N 4
A P P E N D I X A
Item 8.i. - Page 48
SECTION 1
CITY SUBMI TTAL FORMS
Completed copies of the Acknowledgement form, Statement of Past Contract Disqualifications form,
Reference forms, Non-Lobbying Certification form and Debarment and Suspension Certification form are
included on the following pages.
Item 8.i. - Page 49
City of Arroyo Grande
RFP for Building Consultant Services Page 23
SECTION E - PROPOSAL SUBMITTAL FORMS
ACKNOWLEDGEMENT
The undersigned declares that she or he:
Has carefully examined this Request for Proposals
Is thoroughly familiar with its content
Is authorized to represent the proposing firm; and
Agrees to perform the work as set forth in the specification and this proposal.
Firm Name and Address:
Contact Name:
Email:
Fax: Phone:
Signature of Authorized Representative:
Date:
Item 8.i. - Page 50
City of Arroyo Grande
RFP for Building Consultant Services Page 24
STATEMENT OF PAST CONTRACT DISQUALIFICATIONS
The Consultant shall state whether it or any of its officers or employees who have a
proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from
bidding on, or completing a federal, state, or local government project because of the
violation of law, a safety regulation, or for any other reason, including but not limited to
financial difficulties, project delays, or disputes regarding work or product quality, and if
so to explain the circumstances.
Do you have any disqualification as described in the above
paragraph to declare?
Yes No
If yes, explain the circumstances.
Executed on ______________________at
_______________________________________ under penalty of perjury of the laws of
the State of California, that the foregoing is true and correct.
______________________________________
Signature of Authorized Consultant Representative
Item 8.i. - Page 51
REFERENCES
Number of years engaged in providing the services included within the scope of the specifications under the
present business name: Less than one year*
* BPR Consulting Group was recently incorporated in the State of California, however, the three founders each
have over 20 years of experience providing and managing plan review and inspection services for City, County
and State municipalities throughout California. Our proposed staff are all senior level staff with many years of
experience providing the services requested in this RFP. The staff proposed in our proposal have all worked
together under a previous employer providing services similar to those requested for a minimum of 5 years.
Describe fully the last three contracts performed by your firm that demonstrates your ability to provide the
services included within the scope of the specifications. Attach additional pages if required. The City reserves
the right to contact each of the references listed for additional information regarding your firms qualifications.
Reference No. 1
Customer Name: City of Sacramento
Contact individual: Winfred Deleon, Chief Building Official
Telephone & Email: (916) 808-5475; wdeleon@cityofsacramento.org
Street Address: 300 Richards Boulevard, 3rd Floor
City, State & Zip Code: Sacramento, CA 95811
Date of Services: 2017 - Present
Contract Amount: $5.0 Million
Description of Services:
Services included comprehensive building department services for the City of Sacramento including in-house
plan review, out-sourced plan review, inspection, and permit technician services. In addition, BPR staff
provided in-house plan review training for the City of Sacramento’s plan review staff. Types of projects reviewed
and inspected include residential, multi-family, commercial, and multi-story projects including mid-rise and
high-rise projects, institutional projects, industrial projects, retail buildings and medical office buildings.
Item 8.i. - Page 52
Reference No. 2
Customer Name: City of Manteca
Contact individual: Brad Wungluck, Chief Building Official
Telephone & Email: (209) 456-8562; bwungluck@ci.manteca.ca.us
Street Address: 1215 W. Center Street, Suite 201
City, State & Zip Code: Manteca, CA 95337
Date of Services: 2014 - Present
Contract Amount: Approximately $800,000.00
Description of Services:
Services included comprehensive building department services for the City of Manteca which included out-
sourced plan review, inspection, and project management services. Types of projects reviewed and inspected
include residential, multi-family, commercial, and multi-story projects including mid-rise projects, industrial
projects, retail buildings and medical office buildings. One notable project was the Great Wolf Lodge project
which including a 510,000 SF hotel, 100,000 SF indoor water park, a family entertainment center, restaurant,
food court and meeting and banquet rooms. BPR staff provided oversite of all plan review and inspection
services and acted in the role of Project Manager for the City during the design and constructi on of the Great
Wolf Lodge.
Item 8.i. - Page 53
Reference No. 3
Customer Name: Town of Yountville
Contact individual: Sandra Liston, Planning and Building Director
Telephone & Email: (707) 944-8851
Street Address: 6550 Yount Street
City, State & Zip Code: Yountville, CA 94599
Date of Services: 2015 - Present
Contract Amount: Time & Material with no contract limit
Description of Services:
Comprehensive building department services including in-house Building Official, inspection and out-sourced
plan review services for the Town of Yountville. Our staff managed the Town of Yountville’s building department
and provided plan review and inspection services for all construction projects in the Town of Yountville. Types
of projects reviewed and inspected include residential, multi-family, commercial, hotels, churches, and retail
buildings.
Item 8.i. - Page 54
City of Arroyo Grande
RFP for Building Consultant Services Page 28
NON-LOBBYING CERTIFICATION
The prospective participant certifies by signing and submitting this bid or proposal to the best of
his or her knowledge and belief that:
(1) No federal appropriated funds have been paid or will be paid, by or on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or employee
of any federal agency, a Member of Congress, an officer or employee of Congress, or an
employee of a Member of Congress in connection with the awarding of any federal contract,
the making of any federal grant, the making of any federal loan, the entering into of any
cooperative agreement, and the extension, continuation, renewal, amendment, or
modification of any federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than federal appropriated funds have been paid or will be paid to any
person for influencing or attempting to influence an officer or employee of any federal
agency, a Member of Congress, an officer or employee of Congress, or an employee of a
Member of Congress in connection with this federal contract, grant, loan, or cooperative
agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of
Lobbying Activities," in accordance with its instructions.
This certification is a material representation of fact upon which reliance was placed when this
transaction was made or entered into. Submission of this certification is a prerequisite for making
or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who
fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and
not more than $100,000 for each such failure.
The prospective participant also agrees by submitting his or her bid or proposal that he or she
shall require that the language of this certification be included in all lower-tier subcontracts, which
exceed $100,000 and that all such sub-recipients shall certify and disclose accordingly
Item 8.i. - Page 55
City of Arroyo Grande
RFP for Building Consultant Services Page 29
DEBARMENT AND SUSPENSION CERTIFICATION
The Consultant certifies under penalty of perjury under the laws of the State of California, that the
Consultant has complied with Title 49, Code of Federal Regulations, Part 29, Debarment and
Suspension Certificate, which certifies that he/she or any person associated therewith in the
capacity of owner, partner, director, officer or manager, is not currently under suspension,
debarment , voluntary exclusion, or determination of ineligibility by any federal agency; has not
been suspended, debarred, voluntarily excluded or determined ineligible by any federal agency
with the past three years; does not have a proposed debarment pending, and has not been
indicted, convicted or had a civil judgment rendered against it by a court of competent jurisdiction
in any matter involving fraud or official misconduct within the past three years. Any exception to
this certification must by disclosed to the City. Exception will not necessarily result in denial of
recommendation for award, but will be considered in determining the Consultants responsibility.
Disclosures must indicate to who exceptions apply, initiating agency and dates of action.
Do you have any exceptions as described in the above paragraph to
declare?
Yes No
If yes, explain the circumstances.
Executed on ______________________at _______________________________________
under penalty of perjury of the laws of the State of California, that the foregoing is true and
correct.
Item 8.i. - Page 56
SECTION 2
COMPANY OVERVIEW
Seamlessly integrating municipal service professionals in support of public agencies is BPR Consulting Group’s
sole purpose. BPR was founded by individuals with a long history of serving municipalities and communities
throughout California and Nevada. BPR’s founders all have over 20 years of experience providing building and
safety services for city, county, and state agencies. We have extensive experience in all aspects of building
safety, including building official, plan review, inspection, and permit technician services. We have worked with
public agencies throughout California to provide these same services.
Our Building Safety Division consists of the following: California licensed structural, civil, mechanical, electrical
and fire protection engineers; Certified Access Specialist (CASp) professionals; ICC-certified building officials,
plans examiners, inspectors, permit technicians; and highly experienced administrative personnel.
Our team has a proven track record of providing efficient and predictable building department services while
meeting or exceeding client expectations. Our key objectives in providing these services to the City of Arroyo
Grande are:
▪ To remain unmatched in furnishing responsive and knowledgeable building safety services. Our staff
currently serves or has served in all facets of municipal work by direct employment experience or as a
consultant. BPR’s staff knows and understands what is needed for a building department to operate
efficiently.
▪ To provide timely and responsive plan review services. We work to provide your community with
efficient and timely building department services including clear communication of plan review and
inspection results and provide clear and concise information directly to your clients. We will work with you
to tailor our services to align with your community’s unique and specific needs.
▪ To share our wealth of code knowledge and building industry
experience. Our staff maintains a detailed understanding of the basis
utilized in the development of the provisions included in the California
Building Codes and has been intimately involved in the development
process for the California building codes. We utilize this knowledge to
provide reasonable and responsible interpretations of code
requirements and share this unique knowledge by developing and
providing code-related training and instruction at industry sponsored conferences, and in support of local
ICC Chapters.
▪ To be responsive to your specific staffing needs. As construction and development activity fluctuates
within your community, we can adjust our service levels allowing you to maintain seamless, efficient and
high-quality service to your department’s customers.
▪ To provide staff who have the appropriate experience, certifications, and knowledge. We closely
evaluate staff qualifications and experience to align with your specific needs and the needs of your
community. We understand the importance of selecting staff with the right background, temperament,
qualifications, and personality to properly align with the values of the communities we serve.
Item 8.i. - Page 57
QUALIFICATIONS & EXPERIENCE
The following is a brief description of the services which we are experienced at providing in support of building
departments. We have provided and coordinated in-house, staff-augmentation, building-official services,
outsourced building-department plans-examination services, inspection services, fire plan review and
inspection services, and permit technician services to a multitude of public agencies throughout California.
BUILDING OFFICIAL SERVICES
BPR staff have provided Building Official services for many California communities. Our Building Official staff
possess experience and are knowledgeable of the laws and regulations associated with building department
operations and will use this experience and knowledge to promote efficient services for your department. We
can provide full-time or part-time, on-site Building Official services. We also have the ability to provide on-call
as needed remote Building Official services and/or Building Official services directly in support of specific major
development projects within your community. Our Building Officials are keenly aware of the importance an
efficient and predictable building department has on the economic vitality of the communities we serve.
PLAN REVIEW SERVICES
BPR Consulting Group’s staff have many years of experience providing plan review for all types of projects
ranging from small, simple, tenant-improvement projects to commercial, industrial, and high-rise building
projects. We review all submitted project documents as needed to verify building code compliance. We have
the ability to assign plans examiners with the same qualifications and professional licenses as required for
project designers which allows efficient professional communication of plan review related issues. We believe
this approach affords a minimum number of plan review cycles allowing projects to move to construction
without unnecessary plan review related delays.
BUILDING INSPECTION SERVICES
BPR Consulting Group maintains a staff of ICC Certified building
inspectors available to serve your community. We understand the
importance of personality coupled with code knowledge and the ability to
explain identified deficiencies in a non-threatening manner. We carefully
select inspection staff to ensure that selected staff possess the
appropriate skills and knowledge for the types of projects they will be
assigned. We value our inspection staff’s ability to effectively
communicate with city officials, homeowners, builders, and others as an
important trait necessary for delivery of successful inspection services on
behalf of the communities we serve. We have found that demonstrated
code knowledge, along with personality, clear and efficient
communication, are required ingredients for a fair and transparent
inspection program.
Item 8.i. - Page 58
PERMIT TECHNICIAN SERVICES
BPR Consulting Group maintains a staff of ICC Certified permit technicians available to serve your community.
We understand the importance of the permit technician position. As the first contact by residents and builders
alike, the first impression provided by our permit technicians sets the stage for the overall permitting
experience. Our permit technicians are knowledgeable of state laws associated with is suance of building
permits, have experience with multiple databases utilized by building departments and will quick ly learn the
unique project routing and approval process used by your department. Additionally, our permit technicians
with minimum training, will use your adopted fee schedules to ensure that plan review and building permit
related fees are properly assessed. At the completion of the plan review process, required approvals from other
departments both within and outside the city, will be verified prior to issuance of building permits.
BUILDING SAFETY TECHNICIAL CAPABILITIES
The BPR team holds extensive experience and a proven track record of providing building official, plan review,
building inspection, fire plan review and inspection, and permit technician services as needed in a cost-effective
manner. Our Building Official services can be tailored to meet your specific needs and budget. Our plan review
services focus on providing timely and thorough plan reviews with the goal of issuing code compliant plans so
minimum code related issues occur during the construction process. We also work with design teams on major
projects providing progressive plan reviews where we identify code compliance issues during the design
process resulting in quick approval of the final construction documents. Our Building Inspectors and Permit
Technicians are selected based on the needs of the communities we serve. We tailor our services to fit your
specific needs.
Our role and mission is to provide the following:
▪ A team of professionals with high-level experience and skills in successfully providing all building
department services.
▪ Providing staff with a customer service focus and the knowledge and ability to apply building department
policies and procedures uniformly and fairly.
▪ Promoting cooperation and partnership with other jurisdiction departments and outside agencies.
▪ Licensed Plan Review Engineers and/or ICC Certified Plans Examiners for thorough and timely plan
review services.
▪ Progressive plan review services for major and unique projects.
▪ A high level of customer service to both internal and external customers.
▪ Adjusting service levels as required to meet your workload needs.
▪ Services in a cost-effective manner that remain within budget constraints.
BUILDING PLAN REVIEW SERVICES
All plans examination services will be performed by or under the direction of a licensed civil or structural
engineer. For unusual or large projects, and when needed to meet aggressive schedules and peak workload
demands, additional support will be provided by appropriately qualified staff. Our building offici als, plans
examiners, and building inspectors maintain a working knowledge of applicable building codes and plan review
Item 8.i. - Page 59
procedures. Our staff will use their experience and skills to promote efficient services on behalf of your
department.
Our staff will work with project applicants and designers in a collaborative and professional manner to quickly
identify and resolve code compliance issues. Our Building Officials will collaborate with project designers to
identify code compliant procedures to address complicated code issues. Our plans examiners will perform
detailed plan reviews to provide complete and accurate construction documents to minimize questions and
problems during the construction phase of projects.
TECHNICAL PLANS EXAMINATION CAPABILITIES
BPR’s staff possesses significant technical capabilities in all areas of plans
examination, competency gained from years of experience providing
these same services. All plans examiners are California Licensed Engineers
or ICC Certified Plans Examiners with multiple years of experience
providing plan review services. Our staff will conduct accelerated or
project-specific, phased, plan reviews on an as-needed basis as requested
by clients.
Our plans examiners have a thorough understanding of code
requirements, are able to read, understand and interpret construction
documents, energy calculations, geotechnical reports, structural
calculations, electrical load calculations, comissioning reports, and other
associated design documents. Our plans examination staff have the ability to prepare well-written, plan review
letters, communicate effectively orally and in writing and work effectively with jurisdiction staff, project design
teams, contractors and permit applicants. Our plans examiners posess knowledge of the most current state
adopted building standards.
ARCHITECTURAL
BPR’s non-structural plans examiners have provided plan review services for a vast array of projects including
large residential, commercial, institutional, industrial, retail, and OSHPD 3 medical office buildings. Many of
our plans examiners are CASp certified. Completed plan review projects range from single-story, residential
projects to challenging smoke controlled high-rise buildings and numerous building additions and remodels.
We are experienced and familiar with the use and application of the most current editions of the following
model codes used for building design and construction:
▪ California Building Standards Code
(Title 24) Parts 1 through 6 and 9
▪ International Building Code (IBC)
▪ Americans with Disabilities Act Standards
for Accessible Design
▪ ANSI Standards
▪ NFPA Codes & Standards
▪ CA Code of Regulations (CCR) Titles 19 and 25
▪ Jurisdiction-Adopted Amendments or Ordinances
Item 8.i. - Page 60
STRUCTURAL
Our structural engineers have experience designing and reviewing all types of projects including residential,
multi-family, commercial, and multi-story projects including mid-rise and high-rise projects, institutional
projects, industrial projects, retail buildings, schools, medical office buildings and court facilities.
Our structural engineers have experience designing and reviewing projects constructed with all building
materials including the following:
▪ Wood
▪ Reinforced Masonry
▪ Heavy Timber / Timber Frame / CLT
▪ Reinforced and Prestressed Concrete
▪ Stressed Skin Panels
▪ Structural Steel
▪ Light Gauge Steel Framing
▪ Straw Bale
▪ Rammed Earth
▪ Insulated Concrete Forms, (ICF)
Our engineers have designed or reviewed a wide array of structural lateral force resisting systems including:
▪ Structural steel moment frames
▪ Buckling-restrained braced frames
▪ Eccentric braced frames
▪ Concentric braced frames
▪ Concrete moment frames
▪ Wood shear wall systems
▪ Masonry shear wall systems
▪ Concrete shear wall systems
▪ Cantilevered column systems
▪ Pre-stressed and post-Tensioned Concrete
▪ Various proprietary lateral force resisting
systems
Our structural engineers and inspectors are experienced with the provisions of most model codes including
current versions of the following codes and standards:
▪ CCR Title 24, Part 2, Volumes 2 & 2.5
▪ International Building Code (IBC)
▪ AISC 341, 358 and 360
▪ ASCE 7
▪ ASCE 41
▪ AISI Standards for Cold Formed Steel
▪ ANSI / AF&PA NDS for wood framing
▪ ACI 318
▪ ACI 530 / TMS 402/602
▪ CA Historic Building Codes
▪ CA Existing Building Codes
▪ NEHRP
MECHANICAL, PLUMBING & ELECTRICAL
BPR’s Mechanical and Electrical Engineers are well versed in the California Mechanical, Plumbing and Electrical
codes. We will review submitted design documents to ensure compliance to the current edition of the following
codes:
▪ California Building Code
▪ California Residential Code
▪ California Plumbing Code
▪ California Mechanical Code
▪ California Electrical Code
▪ Jurisdiction-adopted amendments
Specialty plan review services may be provided utilizing the most current editions of national standards
including the following:
▪ International Building Code
▪ International Residential Code
▪ International Mechanical Code
▪ NFPA Standards 20 for fire pumps
▪ NFPA Standards 72 for fire alarms
▪ NFPA Standards 99 for medical gases
Item 8.i. - Page 61
▪ International Plumbing Code
▪ NFPA Standards 13 for automatic fire
sprinkler and supression systems
▪ NFPA 101 requirements for Existing
Building
ENERGY COMPLIANCE
Our engineers and plans examiners are up to date on all California Energy Code requirements as they relate to
both new and remodel construction for all project types. The Energy Efficiency Standards for Residential and
Non-Residential Buildings were added to the CA codes in 1978 due to legislative mandates focused on reducing
California's energy consumption. These standards continue to be updated to address new and innovative
building components, systems, and equipment with the goal of having new and upgraded buildings be more
energy efficient, comfortable for building occupants, and less reliant of fossil fuels.
GREEN BUILDING STANDARDS
BPR’s staff has a working knowledge of the proper incorporation of CALGreen building criteria into project
designs and the resulting potential impact of these standards related to building code compliance and the
environment. Our plans examiners will review project documents to verify compliance with adopted Green
Building Code Standards as required by state law and local amendments and ordinances.
ACCESS COMPLIANCE & CASp REVIEW
All BPR CASp-certified professionals are knowledgeable of state and federal accessibility laws and regulations
and possess the expertise necessary to promote access to facilities for persons with disabilities. Our staff are
experts in the industry, maintaining appropriate certifications demonstrating their expertise, and are
experienced providing services for building departments in a seamless manner balanced and in coordination
with our client’s expectations and needs. We work collaboratively with our clients to address accessibility plan
review and inspection related issues as efficiently as possible.
Our plans examiners are fully trained and familiar with CA Building Code Accessibility requirements and ADA
compliance requirements and are available for plan review and/or inspection services. We offer support to
municipalities for compliance enforcement and/or developing transition plans. We can assist our clients in
researching and providing interpretations of various specific issues related to access compliance including
access compliance obligation, transition plan development, construction costs and phasing, and regulation
interpretations.
FLOOD ZONES
BPR’s staff of engineers and plans examiners have experience in providing plan re views for projects located in
flood zones and areas prone to flooding. BPR Consulting Group’s staff has provided numerous plan reviews for
projects located in flood zones using FEMA’s Technical Bulletins as well as locally adopted ordinances.
Additionally, members of our team have participated in state-sponsored committees to establish draft
guidelines and building code requirements for projects planned in areas designated as severe flood zones.
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OSHPD 2, 3 & 5
BPR Consulting Group’s staff of plans examiners and building inspectors have extensive experience providing
plan review and inspection services for OSHPD 2, 3 and 5 projects. Our staff is well versed with the OSHPD 2, 3
and 5 requirements included in the California Building Code. Our inspection staff includes an OSHPD certified
inspector with recent experience providing inspection services for hemodialysis, outpatient surgery, hyperbolic
chamber, medical clinics, and acute psychiatric facilities.
BUILDING INSPECTION SERVICES
BPR building inspectors are qualified and appropriately ICC-certified to
provide requested inspection services. Our inspection staff will perform
inspection services to verify that the work of construction is in
conformance with the approved project plans as well as identifying issues
of non-compliance with applicable building codes. Our field inspection
services will include inspection of all portions of projects including project
sites as applicable. Our building inspectors will write legible and
understandable correction notices, field reports and will be available to
answer in-person, emailed, or telephone inquiries. All inspection personnel assigned will be ICC and/or CASp
certified as required.
We understand that many municipalities have amended code sections, policies and ordinances that impact the
work that is inspected and shown on approved project plans. Our inspection staff will familiarize themselves
with local requirements to ensure that the projects we are inspecting are compliant with local and current code
requirements. Specifically, we will ensure compliance with the applicable provisions of the Title 24 California
Building Standards Code, Parts 1 through 12, covering structural, fire prevention, life safety, disabled access,
energy conservation, green building, plumbing, mechanical and electrical installations in residential,
commercial, industrial, existing and historical buildings. BPR’s ICC/CASp certified inspectors have performed
building inspection services on a wide variety of construction projects including master planned developments,
single-family production, custom homes, commercial, manufacturing, institutional, assembly, essential
service, industrial projects and historically designated buildings. When necessary for large or fast-paced
projects, multiple inspectors can be made available. BPR’s inspectors will inspect projects to verify
conformance with approved project drawings and specifications which will include review of the permit
documents to verify that onsite conditions are consistent with the approved documents for size, setbacks,
heights and other applicable requirements. At the completion of inspections, BPR’s inspectors will update
database information, complete necessary forms and documents as required to provide seamless service.
INSPECTOR QUALIFICATIONS & CERTIFICATIONS
BPR will work with you to select appropriately qualified inspectors with applicable experience and specific code
knowledge based on the types of projects assigned for inspection. All BPR Consulting Group inspectors are ICC-
certified with many maintaining CASp certification. In addition, BPR employs OSHPD certified inspectors
available for inspection of OSHPD designated facilities.
Inspection personnel will have the ability to read, understand and interpret construction plans, truss drawings
and calculations, prepare and maintain accurate records and reports, communicate effectively orally and in
Item 8.i. - Page 63
writing and to work effectively with contractors, permit applicants, homeowners and agency staff. Inspectors
will possess knowledge of approved and modern methods, materials, tools and safety used in building
inspection and the most current building standards. Our inspectors are familiar with most of the common
scheduling and tracking systems utilized by building departments and can quickly adapt to your systems and
requirements.
PERMIT TECHNICIAN SERVICES
Knowledgeable and personable permit technicians are the first impression the public gets of your building
department, and they play a critical role as to how your departments services are perceived. Permit technician
services are crucial to the success of the entire building safety workflow within building departments. The
ability to convey proper information to permit applicants, properly calculate permit fees, properly route plans
to various departments for review, tracking approvals, database management and permit issuance are all
critical to the success of your building department. We understand that the ability to deliver excellent customer
service, maintaining a smooth flow of permit documents throughout departments, and maintaining accurate
and up-to-date records, are all key elements to furnishing first-rate, efficient success of your building
department.
Our Permit Technicians will greet and work closely with the customers at the public counter or via telephone,
answering questions and providing accurate information. Our Permit Technicians will provide information
about permit applications, plan review and inspection requirements, will be organized and have the ability to
maintain filing systems necessary for tracking permit applications, permits issued, plan checks in progress,
approved project documents and any other records or information important to the efficient operation of your
department.
REDUNDANCY OF STAFF
BRP Consulting Group has adequate staff to provide back-up should staff assigned to the City be away from
work due to vacations or illness. We will assign staff with equivalent certification and skills as required to cover
for the absent staff member.
RESUMES
Resumes for key staff and proposed staff are included in Appendix A.
PROXIMITY AND STAFFING LEVELS OF BPR’S OFFICE
BPR Consulting Group’s corporate headquarters are located in El Dorado Hills, California, however we have
staff located through-out the Central Valley. Our Central Valley office is located at 1027 Central Place, Madera,
CA 93637. BPR has a full complement of plan review, inspection, and permit technician staff to provide the
services requested by the City of Arroyo Grande.
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STATEMENT AND EXPLANATION OF REMOVAL OR DISQUALIFIED FROM
PROPOSING ON A PROJECT
BPG Consulting Group, nor BPR’s staff, have ever been removed from a project of disqualified from proposing
on a project. It has always been our policy to provide services in a professional and transparent manner. It is
our goal to bring value to projects by providing thorough, consistent and unbiased plan reviews and to work
collaboratively with the City, applicant and design team for successful project outcomes. Our inspection staff
provide thorough, consistent, and ethical inspection services. Our inspections are based on City approved
documents and the California Building Codes with the local Jurisdictions amendments.
LIST OF SERVICES PROVIDED
BPR Consulting Group provides the following services
In-house Building Official services performed in the City’s office.
In-house plan review services performed in the City’s office.
In-house inspection services.
In-house permit technician services performed remotely or in the City’s office.
In-house administrative services performed remotely or in the City’s office.
Out-sourced building and safety plan review services which includes review of the fire & life safety,
structural, mechanical, plumbing, electrical, accessibility, energy and green building provisions of the
California codes and reference documents.
CASp inspection services.
CASp plan review services.
Specialized building code training.
Building department review and assessments.
Building Official coaching services.
Building condition assessments and reports.
Fire plan review and inspection services. Projects are reviewed and inspected for conformance with the
California Fire Code, the California Building Code and adopted National Fire Protection Standards.
Item 8.i. - Page 65
SECTION 3
WORK PROGRAM
APPROACH TO WORKING WITH CITY STAFF
Our in-house staff will provide the same level of service and curtesy to the public as to City’s staff. Our staff will
have access to all City data and perform the required services in a seamless manner. Our proposed Building
Official will meet with applicants to resolve issues and to ensure that the plan review and inspection services
are being provided in a manner to expedite the construction process. Our Building Official will also manage all
plan review, permit technician and inspection services to ensure that the Building Department if performing
smoothly and efficiently. Our staff will work cooperatively with City staff to develop policies and procedures
and develop informational documents explaining the intent and purpose of policies and procedures for the
public’s use and information. BPR’s in-house staff will work in a collaborative manner with other City
departments including Planning, Public Works, Finance, and the Tri-City Fire Department to help facilitate the
approval and construction of building projects. Our primary goal is to work with the City’s constituents to
ensure that the City’s policies, procedures and goals are met in a seamless, transparent manner.
SERVICES OR DATA TO BE PROVIDED BY THE CITY
BPR’s in-house staff will require access to the City’s permitting system “Citizen Serve” as well as access to
archived permitting and/or plans or other documents as required to provide the requested services. BPR’s staff
will need access to the City’s computer system, databases, and related office equipment. We also request that
the City provide copies of the State adopted Building Codes and Municipal Codes for use by our in-house
building safety staff.
TRANSPORTING PLANS
For paper submittal documents, we will arrange for all pick-up and delivery of the plan review documents from
your office at no additional cost. We utilize specific methods for project document pick-up and delivery with the
goal of providing same-day service.
ELECTRONIC PLAN REVIEW
BPR Consulting Group maintains an efficient cloud-based, electronic-document, submittal system for receiving
and sending large electronic document files. Our electronic document portal utilizes a SharePoint system to
allow permit applicants and client staff the ability to upload construction documents for our plan review
services. We are also able to use Dropbox to share and collaborate with the City. BPR Consulting Group has
provided electronic plan review services, serving building departments and other public agencies with efficient
electronic plan review services. We are prepared to provide electronic plan check services for your community
utilizing our Bluebeam electronic plan review system, or any electronic plan review system presently used by
your department.
Item 8.i. - Page 66
Recently we have worked with multiple California communities to transition them to electronic plan reviews.
Our clients understand the benefits of electronic plan review, especially for projects with extensive project
drawings and associated documents. Electronic plan reviews contribute to a reduction in paper waste by
eliminating the need to print multiple copies of documents during the plan review process.
We have had the opportunity to work with many different electronic plan review systems and our pr eferred
system is Bluebeam, an industry-leading software used by many jurisdictions, design teams and contractors to
review and annotate construction documents. We have worked with multiple clients to purchase and deploy
Bluebeam software, develop jurisdiction-specific stamps, develop tools to increase efficiencies for electronic
plan reviews, and participate and provide ongoing training on the use of the software.
STANDARD PLAN REVIEW COMPLETION TIMEFRAMES
We complete all plan reviews within the timeframes shown below for both commercial and residential projects
as our standard business practice. We will accommodate any turnaround schedule agreed to with our clients.
COMMUNICATING PLAN REVIEW RESULTS
Plan review comments, when necessary, will be type written and refer to specific de tails, drawing or supporting
document, and reference applicable code sections. BPR will provide a clear, concise, and thorough plan review
letter itemized by specific discipline such as life safety, accessibility, structural, plumbing, mechanical, etc., that
can be utilized by clients, designers, contractors, and owners to understand the noted defici ency and make
necessary corrections to the project documents. At the completion of each plan review cycle, BPR Consulting
Group will return a copy of the plan review comment list to the designated applicant and project representative.
If requested, we will coordinate plan review re-checks directly with the designated project applicant. Upon
completion of the plan review process, we will return completed plan review documents, in either hard copy or
electronic format as needed, ready for final approval and permit issuance.
We can provide expedited plan
review services when requested.
Project Type
Maximum Turn Around Time
(Business Days)
Initial Submittal Backcheck Reviews
Residential (Single Family)
New Construction 10 5
Addition 10 5
Remodel 10 5
Non-Residential
New Construction 10 5
Addition 10 5
Remodel, Tenant Improvement 10 5
Large, Complex Commercial or
Residential Multi-Family Projects 15 10
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SECTION 4
FEE SCHEDULE
As requested in the Request for Proposals our proposed fee schedule and billing rates are included separately.
Item 8.i. - Page 68
APPENDIX A
RESUMES
Resumes for proposed staff are shown on the following pages:
Item 8.i. - Page 69
BPR
EDUCATION
Graduate Coursework in Structural &
Geotechnical Engineering, California
State University, Sacramento
BS, Civil Engineering, California State
University, Chico
AA, Physical Science, Butte College,
Oroville, CA
PROFESSIONAL LICENSE &
CERTIFICATIONS
CA Structural Engineer SE-3632
CA Civil Engineer CE-39404
NV Structural Engineer
SE-019992
NV Civil Engineer CE-019992
National Earthquake Hazard
Reduction Program Training
CA Construction Law Training
International Code Council - 801789
ICC Certified Building Official
ICC Building Code Specialist
ICC Building Plans Examiner
ICC Building Inspector
PROFESSIONAL AFFILIATIONS
San Joaquin ICC Chapter of Building
Officials – Past President
Napa Solano ICC Chapter – Past
President
Sacramento Valley Association of
Building Officials – Multiple Term
Board of Directors Member
CALBO Building and Fire Advisory
Committee – Appointed Member
CALBO Structural Committee –
Appointed Member
RON BEEHLER, SE, CBO
PRONCIPAL | DIRECTOR OF OPERATIONS
Ron utilizes experience gained through more than 35 years of hands-on
experience performing life safety, accessibility, and structural plan reviews
to successfully manage building departments, building department services
and high-profile building projects on behalf of public agencies throughout
California. His experience includes establishing and coordinating on-site
building department services for large, multi-building projects and unique,
fast-paced development projects. Ron has served as Chief Building Official
for multiple California public agencies including interim assignments. He has
also provided building department assessments on behalf of municipal
clients to identify inefficiencies and implement best practice improvements.
Licensed as a Civil and Structural Engineer in California and Nevada, certified
by the International Code Council as a Building Official, Code Specialist,
Plans Examiner and Building Inspector, Ron is uniquely qualified to evaluate
and manage all building department services. His background includes the
position of Chief Building Official with the City of Sacramento directing a staff
of 120 engineers, plan reviewers and building inspectors, Chief of
Engineering Design and Construction for the California National Guard and
Senior Structural Engineer with the Office of Statewide Health Planning and
Development (OSHPD).
Ron is dedicated to maintaining his knowledge of California building codes,
laws and regulations related to building department operations. He
frequently lectures and presents classes on technical topics on behalf of
professional organizations including CALBO and multiple International Code
Council Chapters throughout California and other western states.
PROFESSIONAL HISTORY
Principal | Director of Operations | BPR Consulting Group | 2021
- Present
Ron manages client plan review and inspection services on behalf of BPR
Consulting Group providing efficient services on behalf of multiple
municipal clients.
Director, Building Safety Services | Interwest Consulting Group
| 2006 – 2021
Ron provided direct oversight of all Building Safety Services including
coordination of all plan review and building inspection services, ensuring
timely and responsive services. He worked with building officials for full-
service clients to insure timely and efficient services. Ron also managed and
provided direct oversight of plan review and inspection services for large,
complicated and fast-paced projects on behalf of public agency clients.
Chief Building Official | City of Sacramento | 2003 – 2006
Ron planned, directed, and managed activities for a 120-person building department with oversight responsibilities
for construction inspections and plan review of 18,000 permitted projects annually. He planned, organized,
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BPR
administered, and evaluated staff work. Other duties included report writing and presentations to community
groups, city council and professional organizations, and planning and administering a budget of $13.6 million.
Supervising Engineer | Building Inspection Division | City of Sacramento | 2002 – 2003
Ron supervised plan review, managed plan intake and public counter functions for two regional permit
centers, trained and mentored staff, met with architects and engineers to resolve building code related
issues, coordinated plan review for hig h profile projects, and worked with field inspection supervisors and
inspectors.
Regional Compliance Officer, Senior Structural Engineer | CA State Office of Statewide Health
Planning & Development | 1998 – 2002
Ron supervised regional hospital inspection program coordinating field inspection staff and approval of
special inspection issues. He resolved complicated code related inspection issues, and reviewed plans,
specifications, and structural calculations for healthcare facilities. Ro n consulted with architects and
engineers to resolve complex code interpretation issues. He researched and investigated structural
adequacy of building materials and manufactured products, and verified proper loads, forces, and
materials for the design of buildings and equipment anchorage.
Chief of Facilities Engineering | California National Guard | 1991 – 1998
Ron supervised and planned work for engineering design and project inspection staff, developed scope and
budgets for projects, directed preparatio n of plans from preliminary design through working drawings,
coordinated and approved project specifications and cost estimates, negotiated and approved project
changes, coordinated inspection activities, resolved inspection disputes, represented National
Guard/Military Department at public meetings, conducted plan review for projects designed by
consultants, and presented design concepts and final designs.
Associate Structural Engineer | CA State Office of Statewide Health Planning & Development |
1987 – 1 991
Ron reviewed construction plans and specifications for new hospitals and skilled nursing facilities for
California Building Code and UBC requirements, met with architects and engineers to resolve plan review
issues, reviewed field changes, investigated, and resolved construction conflicts and other admini strative
duties.
Associate Engineer Architect | Sacramento County Building Department | 1983 – 1987
Ron reviewed construction plans and specifications, and structural calculations for building code
compliance, reviewed plans for residential, multi -residential, commercial, and industrial structures, and
met with designers to resolve code issues related to commercial and residential structures.
Item 8.i. - Page 71
BPR
EDUCATION
BS, Civil Engineering, University of
Wyoming
PROFESSIONAL LICENSE
& CERTIFICATIONS
CA Structural Engineer SE-3846
CA Civil Engineer CE-46096
ID Structural Engineer SE-8225
ID Civil Engineer CE-8225
PROFESSIONAL AFFILIATIONS:
Structural Engineers Association of
Northern California (SEAONC)
ROGER PETERSON, SE
PRINCIPAL | STRUCTURAL ENGINEER
With more than 34 years of experience in structural design and plan review,
Roger brings considerable depth and knowledge to any project. Roger is a
California Registered Structural and Civil Engineer who has designed and
provided plan review services for multi-story steel and concrete-framed
buildings, as well as one-story structures utilizing steel, concrete, timber, and
masonry framing systems. His design experience includes schools,
commercial and industrial projects, micro-chip production facilities, power
plant installations and multi-family residential projects. Roger's expertise
contributes to the success and safety of all projects.
PROFESSIONAL HISTORY
Principal | Structural Engineer | BPR Consulting Group | 2021 -
Present
Roger directs client plan review on behalf of BPR Consulting Group
providing efficient services on behalf of multiple municipal clients.
Senior Structural Engineer | Project Manager | Interwest
Consulting Group | 2006 – 2021
Roger provided management for several of Interwest’s offices and
special projects as well as performed structural plan review for
commercial and residential construction for municipalities for various
state and local agencies throughout California. In addition to providing structural plan review services, Roger
was responsible for the production and performance of Interwest offices, including maintaining client
relationships. His duties also included performing structural plan reviews for industrial, commercial, and
residential projects.
Senior Structural Engineer | Plans Examiner | Branch Manager
LP2A | Bureau Veritas | CA | 1999 - 2006
Roger served as branch manager and lead structural plan reviewer for the Sacramento Area branch office. He
was responsible for the production and performance of office including maintaining client relationships. His
duties included performing structural plan reviews for industrial, commercial and residential projects.
Project Engineer | Power Engineers, Inc. | 1999
Roger was a project design engineer for commercial and industrial-type projects. He provided structural design
and construction administration services.
Project Engineer | Office Manager | R2H Engineering, Inc . | 1998 - 1999
Roger was the office manager and project design engineer responsible for the structural design of commercial
projects.
Project Engineer | Rutherford & Chekene | 1995 - 1998
Roger was responsible for providing design and detailing for commercial and industrial type projects, including
numerous projects in the micro-chip industry.
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BPR
Design Engineer | Project Engineer | DES Engineers & Architects | 1997 - 1995
Roger provided engineering design and detailing for commercial, institutional, corporate and residential
building projects using wood, steel, concrete and masonry building materials.
PROJECT EXPERIENCE
Project Manager | Structural Engineer | Hollywood Park | Inglewood, CA | 2018 – 2021
Roger provided plan review services for this new, mixed-use development which included retail and office space
with associated parking encompassing 28.5 acres.
Project Manager | Structural Engineer | Nasa Ames Research Center | Moffett Field, CA | 2018
Roger provided structural plan review and project management of this 1.2 million square-foot development
comprised of office, research, and development space.
Project Manager | Structural Engineer | Monterey Park Hotel & Residence | Monterey Park, CA
| 2017 – 2021
Roger provided plan review services and project management for this new, mixed-use hotel, condominium, and
restaurant podium type building.
Project Manager |Structural Engineer | Hatchet Ridge Wind Farm | Shasta County , CA | 20 09 -
2010
Roger provided project management , structural plan review and field inspections for this 101.2 MW
power generating facility that consists of 44 – 2.3 MW wind turbines constructed along 9 miles of the
ridge line on Hatchet Ridge near Burney, CA.
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BPR
EDUCATION
BS, Civil Engineering, California State
University, Sacramento
PROFESSIONAL LICENSES AND
CERTIFICATIONS
CA Structural Engineer SE-4198
CA Civil Engineer CE-50673
NV Structural Engineer SE-18427
NV Civil Engineer CE-18427
PROFESSIONAL AFFILIATIONS
Structural Engineers Association,
Northern California (SEAONC)
BILL RODGERS, SE
PRINCIPAL | STRUCTURAL ENGINEER
Bill has more than 30 years of experience in the field of structural
engineering, including more than 20 years of experience as a plan review
engineer. His wealth of experience includes a varied and vast list of
projects throughout California and Nevada. Bill is in demand for hands -
on work within jurisdictions due to his great success in blending excellent
engineering skills with responsive customer service.
PROFESSIONAL HISTORY
Principal Structural Engineer | BPR Consulting Group | 2021 -
Present
Bill directs client plan review on behalf of BPR Consulting Group providing
efficient services on behalf of multiple municipal clients.
Senior Structural Engineer |Plans Examiner | Interwest
Consulting Group | 2006 – 2021
Bill performed structural plan review for commercial and residential
construction for municipalities for various state and local agencies
throughout California and Nevada. In addition to providing structural
plan review services, he was responsible for the production and
performance of Interwest offices, including maintaining client
relationships. Bill’s duties also included performing structural plan
reviews for industrial, commercial, and residential projects.
Senior Structural Engineer | LP2A / Bureau Veritas | 2001 - 2006
Bill performed structural plan review for commercial and residential construction for municipalities for various
state and local agencies throughout California and Nevada
Structural E ngineer| Associate | DES Architects + Engineers | 1995 – 2001
Bill was responsible for the structural design of many projects throughout the Bay Area, including Pacific Shores
Center in Redwood City, Moffett Corners in Sunnyvale, Carlmont High School in Belmont, and many other
projects. Additionally, Bill oversaw the structural department of this architecture and engineering firm, and
was responsible for staff development and work quality.
PROJECT EXPERIENCE
Project Manager/Structural Engineer | Judicial Council of California | State of California | 2010
– 2021
Bill provided project management and structural plan review services for new court buildings and court
building upgrades throughout California. Most recently he provided services for upgrades to the Sonora
courthouse, the new courthouse in Modesto and the new eighteen-story high-rise Sacramento Criminal
Courthouse.
Project Manager/Structural Engineer | Division of State Architect | State of California | 2016 –
2021
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BPR
Bill provided project management and structural plan review services for new school buildings and school
upgrades throughout California. Recent projects include Westmore Oaks Elementary School, Santa Maria High
School and El Camino College District, New Behavioral Health and Social Science Building.
Project Manager/Structural Engineer | University of California, Merced | 2020 Campus
Expansion | 2017 – 2021
Bill ensured all plan reviews were completed within the agreed upon timeframes by leading weekly conference
calls with the plan review and onsite team and regularly visiting the project site. Additionally, Bill provided
structural plan review services for this expansive project.
Project Manager/Structural Engineer | City of Berkeley | Berkel ey, CA | 2008 – 2021
Bill ensured all plan review services for the City of Berkeley were accurate and completed in a timely manner.
Project Manager/Structural Engineer | Downtown Commons Tower | Sacramento, CA | 2016 –
2019
Bill served as the project manager for the plan review of this new 634,357 gross SF, 16-story, mixed-use tower
located adjacent to the new Sacramento Kings Arena. The tower included office space for the team and area
management, a 250-room hotel, 44-residential units and below grade parking.
Item 8.i. - Page 75
BPR
EDUCATION
BS, Business and General
Management, San Francisco State
University
AA, Business Administration, College
of San Mateo
Coursework, Electrical Engineering
California Polytechnic State
University, San Luis Obispo
CERTIFICATIONS
International Code Council 8005399
ICC Certified Building Official
ICC Building Code Specialist
ICC Plumbing Inspector UPC
ICC Building Inspector
ICC Building Plans Examiner
ICC Plumbing Inspector
MARK MEYERS, CBO, ICC
BUILDING OFFICIAL PROJECT MANAGER
For 25 years, Mark served as a Building Official, Deputy Building Official,
Building Inspector, Plans Examiner and Permit Coordinator for the City and
County of Madera and the City of Clovis. He has implemented permit
tracking software for multiple jurisdictions, prepared operating budgets
and managed all facets of building department activities. He currently
serves as an Inspection Manager, supervising inspection and clerical staff, for
the UC Merced 2020 Project, helping to design and implement the inspection
program to fit the University’s evolving needs.
PROFESSIONAL HISTORY
Building Official Project Manager BPR Consulting Group
2016 – Present
Mark provides Building Official services for several Cities and Counties
throughout California. In addition, Mark provides supervision for inspection
staff and clerical staff for the Cities and Counties where he works. Marks
responsibilities also includes meeting with clients to insure that
expectations are being met and maintaining client relationships.
Inspection Manager Interwest Consulting Group 2016 –
2021
Mark supervised inspection staff and clerical staff for the UC Merced 2020
Project, working with client staff for the design and implementation of the
inspection program to fit the changing needs of UC Merced.
Building Official City of Clovis2008 – 2015
Mark supervised 9 staff and was responsible for all building inspections. His duties included supervision and training
of office staff and implementing new training programs for building inspectors. Mark designed and implemented a
new computerized permit tracking and issuance program for the Planning and Development Services Department.
This system included complete integration with the City’s well-developed GIS systems. All permit processing was
done manually before new permit tracking system was implemented. The program interfaces with the Tax Collector
and Assessor’s Office. Mark formulated a million-dollar budget and presented it annually. He worked regularly with
the Fire, Planning, and Engineering Departments.
Deputy Building Official City of Clovis 2006 – 2008
Mark supervised 14 staff responsible for building inspection processes and building permit fee revision. He trained
office staff and implemented new training programs for building inspectors. Mark designed and implemented new
computerized permit fees to better comply with state laws and to track time for each inspection type.
Permit Coordinator County of Madera 2000 – 2006
Mark was responsible for all building inspection processes and coordinating building permit issuance. He performed
all the duties of a Building Official, and supervised and trained a staff of 20 employees, as well as implementing new
training programs for building inspectors. Mark designed and implemented a new computerized permit tracking
and issuance program for the Resource Management Agency. Mark coordinated and supervised the remodel of a
37,000 square foot retail building into an office complex for the Resource Management Agency and moved four
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departments into one building. Mark’s duties allowed him to work regularly with the Environmental Health, Fire,
Planning, Engineering and General Services, Public Works, Roads and Transportation Departments.
Building Inspector Plans Examiner Acting Chief Building Official City of Madera | 1991 –
2000
As a building inspector, Mark inspected residential and commercial buildings, and was responsible for enforcing
all building codes per State and local codes. As a plans examiner, Mark regularly worked with the planning
department. He formulated the budget for the Building Department and regularly presented staff reports to the
City Council. He also did preliminary work on designing a computerized tracking program for the issuance of
permits for the Building Department. Mark was eventually designated Acting Chief Building Official.
PROJECT EXPERIENCE
2020 Project Expansion University of California, Merced 2016 - Present
Inspection Manager | Mark supervised inspection staff and clerical staff for the UC Merced 2020 Project, working
with client staff for the design and implementation of the inspection program to fit the changing needs of UC Merced.
Table Mountain Rancheria Friant, CA 2018 – Present
Building Official | Mark served as the Building Official for the Table Mountain Casino and Hotel Expansion providing
guidance to the Tribe for code alternatives and manages the inspection and plan review team for the project.
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EDUCATION
Building Codes and Plan Checks,
Fresno City College
REGISTRATIONS/CERTIFICATIONS
International Code Council
ICC Commercial Building Inspector
ICC Residential Building Inspector
ICC Building Inspector
INSPECTOR, ICC
BUILDING INSPECTOR
Our Inspector is an experienced Building Inspector with over 15 years on the
job experience. He is skilled in residential/commercial electrical, framing,
carpentry and plumbing. He is self-motivated and takes pride in work and
completes jobs within given deadlines. He also possesses supervisory
experience and leadership skills in the field.
PROFESSIONAL HISTORY
Building Inspector | BPR Consulting Group | 2021 – Present
Our Inspector provides inspection services for multiple City and County
jurisdictions throughout California in all phases of construction to ensure
compliance with applicable codes.
Building Inspector | Consultant | 2017 – 2021
He inspected projects in all phases of construction to ensure compliance
with applicable codes for municipalities throughout California.
Building Inspector | County of Fresno | 2014 – 2017
He inspected all phases of construction to assure compliance with pertinent codes, ordinances, and regulations as
well as assisted contractors, architects, engineers, and the public with questions concerning construction code
requirements and building permit processes. He investigated allegations of construction being performed without
a building permit and issued field correction notices. He maintained inspection records and filed permits. He
researched code sections/issues and disseminates information to staff and the public and reviewed technical
reports associated with permits as required for completion of the inspection process. He also prepared reports and
correspondence.
Building Inspector | Code Enforcement Officer | City of Firebaugh | 2007 – 2017
He performed plan checks and permit processing as well as issue permits. He performed inspections for the Public
Works Department and managed projects for the city, such as the remodeling for a new city hall.
Building Inspector | D.R. Horton, Inc. | 2006 – 2007
He was responsible for scheduling trades and production of new homes. He worked with Trade Contractors and
oversaw quality control as well as supervised the workforce to perform with high standards and quality results. He
also monitored safety and state requirements such as SWPPP.
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BPR
EDUCATION
Masters in Human Resource
Management, Specialization in
Organizational Leadership, National
University
BS, Psychology and Behavioral
Health, Capella University
Liberal Studies, Concentration in
History, California State University,
Stanislaus
CERTIFICATIONS
International Code Council Permit
Technician
ADDITIONAL COURSES & TRAINING
Administrative Human Resources
Human Resources Foundations
Human Resources: Job Structure and
Design
Human Resources: Strategic
Workforce Planning
Interviewing Techniques
PERMIT TECHNICIAN, ICC
PERMIT TECHNICIAN
Our Permit Technician is an ICC certified Permit Technician with over 3 years
of experience serving as a permit technician to multiple jurisdictions. She is
experienced in providing customer assistance to the general public,
processing documents and reports and routing information to the
appropriate department and assisting in all facets of permit technician
services. She possesses the ability to work with all levels of staff with an
excellent degree of professionalism. Her in-depth knowledge of
administrative processes translates to providing vital assistance to all
consulting staff and the general public. She has the ability to think and work
effectively under pressure, prioritizing tasks and meeting demanding
deadlines.
PROFESSIONAL HISTORY
Permit Technician | BPR Consulting Group | 2021 – Present
Our Permit Technician provides permit technician services for client
throughout California. Primary responsibilities include providing
administrative support to City staff and customer assistance to the general
public. She also processes documents and reports and directs them to the
appropriate department/person.
Permit Technician | Consultant | 2018 – 2021
Primary responsibilities include providing administrative support to our
consulting staff and customer assistance to the general public. Processing
documents and reports and directs them to the appropriate
department/person. See worked on a large UC project assisting in all facets
of permit technician services.
Regional Administrative Specialist | Central California
Alliance for Health | 2018
As the regional administrative specialist, she coordinated, supported, and represented regional offices at internal
and community meetings. She also prepared written reports and conducted project preparation including creating
and producing presentation materials. She was responsible for document management, completing and
distributing meeting minutes, creating forms, letters, policies and procedures.
Researcher | Administrative Assistant | Olzack Healthcare C onsulting | 2015 – 2017
She created and implemented spreadsheets while working independently in the planning, development, and
implementation of life care plans. She built and utilized digital tools and strategies to improve business processes
while diligently researching and analyzing organizational needs. She also managed daily operational processes,
medical insurance updates, reporting, staffing, and training. She effectively managed multiple projects
simultaneously while maintain detailed records and met fast passed deadlines. She was a key liaison and
communicator between attorneys and life care planners and is educated on HIPPA laws and CPT ICD-9/10 codes.
Lead Medical Records Clerk | California Forensic Medical Group | 2013 – 2015
Efficiently organized documents in patients charts, requested patient records and scheduled appointments in
accordance with all HIPPA and confidentiality regulations for 1,500 to 2,000 inmates. She analyzed and populated
monthly statistics for executives and state officials and delivered efficient organizational work processes which
Item 8.i. - Page 79
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established program goals and objectives. She also processed payroll, updated, and maintained employee
personnel files and assisted with public health audits.
Executive Assistant | Law Office of Casey Achison | 2012 – 2013
She effectively communicated and collaborated with all clients, attorneys, staff, and executive leaders. She
supervised successful completion of records management and document preparation/ storage for legal briefs, court
subpoenas, spreadsheets and office related letters. She produced all legal documentation for clients and courts and
was responsible for all financial reports and billing for over 200 clients.
Human Resource Manager | Alley Cat Guardian | 2010 – 2012
She executed all human resources management responsibilities for 15 employees. Strategized and communicated
daily with board members to develop plans focused on exceeding organizational goals, increased company
efficiency, monitored company programs and community outreach services. She compiled multiple spreadsheets,
financial budgets, and daily reports for the Board of Supervisors.
Item 8.i. - Page 80
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EDUCATION
Santa Rosa Junior College
Santa Rosa Training Center
PC832 Arrest Course-1998
Butte College, Durham, CA
Building Inspection Technology
Program
University of Southern California
1974-75
Arizona State College, 1965-66
CERTIFICATIONS
International Code Council, 0067020
ICC Plumbing Inspector UPC
ICC Mechanical Inspector UMC
ICC Combination Inspector-Legacy
ICC Combination Dwelling
Inspector
ICC Building Plans Examiner
ICC Building Inspector
ICC Commercial Combination
Inspector
ICC Electrical Inspector
ICC CA Commercial Building
Inspector
ICC CA Commercial Electrical
Inspector
ICC CA Commercial Plumbing
Inspector
ICC CA Commercial Mechanical
Inspector
ICC CA Building Plans Examiner
ICC CA Combination Inspector
ICC CA Residential Building Inspector
ICC CA Residential Electrical
Inspector
ICC CA Residential Plumbing
Inspector
ICC CA Residential Mechanical
Inspector
ICC Mechanical Inspector
ICC Plumbing Inspector
ICC Residential Combination
Inspector
IAMPO Mechanical Inspector | UMC-
CA-30
BOB BERNA
SENIOR PLANS EXAMINER
Bob thoroughly understands the challenges modern building
departments face having served as CBO for the City of Petaluma. He
utilizes this unique knowledge in his approach to plan review and
balancing the delivery of timely and accurate reviews while remaining
responsive and approachable to the public. This valuable experience is
also evident in that Bob specializes in working directly in-house for
jurisdictions, having successfully served the cities of Roseville and
Folsom. Bob is extremely skilled in all disciplines required to successfully
bring projects to approval, having long-time experience with all types of
residential and non-residential projects
PROFESSIONAL HISTORY
Senior Plans Examiner/BPR Consulting Group/2021
Reviews residential and non-residential plans for compliance with California
Building, Plumbing, Mechanical, Electrical Codes, Energy Standards and
California Accessibility Standards, state and local building codes, policies,
amendments, and ordinances.
Senior Plans Examiner/Interwest Consulting Group/2006 -
2019
Reviewed residential and non-residential plans for compliance with
California Building, Plumbing, Mechanical, Electrical Codes, Energy
Standards and California Accessibility Standards, state and local building
codes, policies, amendments, and ordinances.
Senior Plans Examiner/Bureau Veritas/2001-2006
Reviewed residential and non-residential plans for compliance with
California Building, Plumbing, Mechanical, Electrical Codes, Energy
Standards and California Accessibility Standards, state and local building
codes, policies, amendments, and ordinances.
Building Official/City of Petaluma/1999 -2001
Managed, directed, and coordinated the activities of the Building Inspection
and plan review division including the enforcement of city & state codes.
Plans Examiner, Building Inspector, Consultant
Coordinator/City of Petaluma/1990 -1999
Reviewed residential and non-residential plans and structures for
compliance.
Plans Examiner, Building Inspector/Willdan Associates/1989-1990
Reviewed residential and non-residential plans and structures for
compliance.
Plans Examiner/City of Davis/1986-1990
Provided plan reviews for residential and commercial projects for
compliance.
Item 8.i. - Page 81
BPR
EDUCATION
BSME, California Polytechnic State
University, San Luis Obispo
Credentialed Instructor, Los Rios
Community College District
Campuses: Cosumnes River College,
Folsom Lake College, & Sacramento
City College
PROFESSIONAL LICENSE
& CERTIFICATIONS
CA Registered Mechanical Engineer,
31455
CA Registered Fire Protection
Engineer, 2013
Certificate Fire Protection
Engineering | University of California
Davis Extension
Certificate in HVAC and Refrigeration
| University of California Davis
Extension
PROFESSIONAL AFFILIATIONS:
American Society of Heating,
Refrigerating & Air Conditioning
Engineers
American Society of Mechanical
Engineers
National Fire Protection Association
American Society of Plumbing
Engineers
DAVID CASTILLO, ME, FPE
MECHANICAL ENGINEER / FIRE PROTECTION ENGINEER
David brings more than 30 years of breadth, depth, and knowledge of
mechanical engineering, design, and plan review to any project. A California
licensed professional Mechanical Engineer and Fire Protection Engineer, his
expertise encompasses HVAC, Plumbing, Medical Gases, and Fire Sprinklers.
David’s background includes mechanical engineering, design, and plan
review on Central Treatment Centers, Substance Abuse Treatment Facilities,
Inpatient Mental Health Clinics, and Inmate Housing Units for the
Department of Corrections. He has engineered and designed Acute Care
Hospitals, Skilled Nursing Facilities, Surgery Clinics, Psychiatric Hospitals,
Pharmaceutical Plants, Industrial Plants, Educational Facilities, and Hi-Rise
Commercial Buildings.
PROFESSIONAL HISTORY
Senior Plan Review Engineer | BPR Consulting Group |
2021 – Present
David performs mechanical engineering and fire protection engineering
plan review services for BRP’s California clients.
Senior Plan Review Engineer | Interwest Consulting Group |
2012 - 2021
David performed mechanical engineering and fire protection engineering
plan review services for Interwest’s California clients.
Senior Mechanical Engineer | State of California, OSHPD Group |
2001 - 2012
David performed plan checking of mechanical systems for hospitals,
skilled nursing facilities, and surgery centers to ensure code compliance
with the CBC, CMC, CPC and NFPA.
Vice President | Technical Engineering Group, Inc. | 2000 - 2001
David responsibilities included acquiring new clients, maintaining
existing clients and preparing proposals. He performed heating and
cooling load calculations, laid out mechanical designs for central plant
systems, chilled water systems, heating hot water systems and variable
air volume systems for hospitals, prisons, and educational facilities. David
performed in-house plan check of all projects, and served as the Engineer
of Record for all projects. He is knowledgeable of CMC, CPC, CBC, NFPA
and OSHPD.
Project Manager / Lead Mechanical Engineer | Mazzetti & Associates | 1999 - 2000
David provided project management for all aspects of mechanical design on prisons, hospitals, pharmaceutical
facilities, and office buildings. He was familiar with cGMP and all classes of clean rooms related to
manufacturing facilities.
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BPR
Project Manager / Lead Mechanical Engineer | Interface Engineering, Inc. / 1997 - 1999
David was the lead engineer for the Mechanical Division of a Mechanical/Electrical engineering firm. He initiated
and implemented the writing of a Project Management Procedures Manual for companywide use. David
performed heating and cooling load calculations, layout of mechanical designs for central plant systems,
chilled water systems, heating hot water systems, variable air volume systems, and write specifications.
Mechanical Designer | Edward Rios & Associates | 1994 - 1997
David was responsible for all aspects of HVAC, process piping and plumbing design and drafting for a
mechanical engineering firm. He performed heating and cooling load calculations using Trane Trace analysis
software.
Mechanical Designer | The Spink Corporation | 1991 - 1994
David was responsible for all plumbing and process piping design and drafting for the Mechanical Division of a
115-person multidisciplinary engineering firm. Drafting was done using AutoCAD Release 11. David’s primary
responsibilities included running HVAC loads using Trane “Load 600” analysis program, Title 24 compliance,
and field work for remodel/rehabilitation projects.
Mechanical Designer / Estimator | Mark III Engineering Contractors | 1986 - 1991
David performed material takeoffs for plumbing and HVAC. He designed HVAC and plumbing for commercial
projects. David priced out projects and submitted bids to general contractor. He also served as a project
manager for field staff.
Item 8.i. - Page 83
EXHIBIT C – INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of the Work, Consultant will maintain
insurance in conformance with the requirements set forth below. Consultant will use
existing coverage to comply with these requirements. If that existing coverage does not
meet the requirements set forth here, Consultant agrees to amend, supplement or
endorse the existing coverage to do so. Consultant acknowledges that the insurance
coverage and policy limits set forth in this section constitute the minimum amount of
coverage required. Any insurance proceeds available to City in excess of the limits and
coverage required in this agreement and which is applicable to a given loss, will be
available to City.
Consultant shall provide the following types and amounts of insurance:
Commercial General Liability Insurance using Insurance Services Office “Commercial
General Liability” policy from CG 00 01 or the exact equivalent. Defense costs must be
paid in addition to limits. There shall be no cross liability exclusion for claims or suits by
one insured against another. Limits are subject to review but in no event less than
$1,000,000 per occurrence.
Business Auto Coverage on ISO Business Auto Coverage from CA 00 01 including
symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event
to be less than $1,000,000 per accident. If Consultant owns no vehicles, this requirement
may be satisfied by a non-owned auto endorsement to the general liability policy
described above. If Consultant or Consultant’s employees will use personal autos in any
way on this project, Consultant shall provide evidence of personal auto liability coverage
for each such person.
Workers Compensation on a state-approved policy form providing statutory benefits as
required by law with employer’s liability limits no less than $1,000,000 per accident or
disease.
Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit requirements,
shall provide coverage at least as broad as specified for the underlying coverages. Any
such coverage provided under an umbrella liability policy shall include a drop down
provision providing primary coverage above a maximum $25,000 self-insured retention
for liability not covered by primary but covered by the umbrella. Coverage shall be
provided on a “pay on behalf” basis, with defense costs payable in addition to policy limits.
Policy shall contain a provision obligating insurer at the time insured’s liability is
determined, not requiring actual payment by the insured first. There shall be no cross
liability exclusion precluding coverage for claims or suits by one insured against another.
Coverage shall be applicable to City for injury to employees of Consultant, subcontractors
or others involved in the Work. The scope of coverage provided is subject to approval of
City following receipt of proof of insurance as required herein. Limits are subject to review
but in no event less than $1,000,000 per occurrence.
Item 8.i. - Page 84
Professional Liability or Errors and Omissions Insurance as appropriate shall be written
on a policy form coverage specifically designated to protect against acts, errors or
omissions of the Consultant and “Covered Professional Services” as designated in the
policy must specifically include work performed under this agreement. The policy limit
shall be no less than $1,000,000 per claim and in the aggregate. The policy must “pay on
behalf of” the insured and must include a provision establishing the insurer’s duty to
defend. The policy retroactive date shall be on or before the effective date of this
agreement.
Insurance procured pursuant to these requirements shall be written by insurer that are
admitted carriers in the state California and with an A.M. Best rating of A- or better and a
minimum financial size VII.
General conditions pertaining to provision of insurance coverage by Consultant.
Consultant and City agree to the following with respect to insurance provided by
Consultant:
1. Consultant agrees to have its insurer endorse the third party general liability coverage
required herein to include as additional insureds City, its official employees and
agents, using standard ISO endorsement No. CG 2010. Consultant also agrees to
require all Consultants, and subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall prohibit
Consultant, or Consultant’s employees, or agents, from waiving the right of
subrogation prior to a loss. Consultant agrees to waive subrogation rights against City
regardless of the applicability of any insurance proceeds, and to require all
Consultants and subcontractors to do likewise.
3. All insurance coverage and limits provided by Consultant and available or applicable
to this agreement are intended to apply to the full extent of the policies. Nothing
contained in this Agreement or any other agreement relating to the City or its
operations limits the application of such insurance coverage.
4. None of the coverages required herein will be in compliance with these requirements
if they include any limiting endorsement of any kind that has not been first submitted
to City and approved of in writing.
5. No liability policy shall contain any provision or definition that would serve to eliminate
so-called “third party action over” claims, including any exclusion for bodily injury to
an employee of the insured or of any Consultant or subcontractor.
6. All coverage types and limits required are subject to approval, modification and
additional requirements by the City, as the need arises. Consultant shall not make any
reductions in scope of coverage (e.g. elimination of contractual liability or reduction of
discovery period) that may affect City’s protection without City’s prior written consent.
Item 8.i. - Page 85
7. Proof of compliance with these insurance requirements, consisting of certificates of
insurance evidencing all of the coverages required and an additional insured
endorsement to Consultant’s general liability policy, shall be delivered to City at or
prior to the execution of this Agreement. In the event such proof of any insurance is
not delivered as required, or in the event such insurance is canceled at any time and
no replacement coverage is provided, City has the right, but not the duty, to obtain
any insurance it deems necessary to protect its interests under this or any other
agreement and to pay the premium. Any premium so paid by City shall be charged to
and promptly paid by Consultant or deducted from sums due Consultant, at City
option.
8. The insurer will provide 30 days’ notice to City of any cancellation of coverage.
9. It is acknowledged by the parties of this agreement that all insurance coverage
required to be provided by Consultant or any subcontractor, is intended to apply first
and on a primary, noncontributing basis in relation to any other insurance or self-
insurance available to City.
10. Consultant agrees to ensure that subcontractors, and any other party involved with
the project who is brought onto or involved in the project by Consultant, provide the
same minimum insurance coverage required of Consultant. Consultant agrees to
monitor and review all such coverage and assumes all responsibility for ensuring that
such coverage is provided in conformity with the requirements of this section.
Consultant agrees that upon request, all agreements with subcontractors and others
engaged in the project will be submitted to City for review.
11. Consultant agrees not to self-insure or to use any self-insured retentions or
deductibles on any portion of the insurance required herein and further agrees that it
will not allow any Consultant, subcontractor, Architect, Engineer or other entity or
person in any way involved in the performance of work on the project contemplated
by this agreement to self-insure its obligations to City. If Consultant’s existing
coverage includes a deductible or self-insured retention, the deductible or self-insured
retention must be declared to the City. At the time the City shall review options with
the Consultant, which may include reduction or elimination of the deductible or self-
insured retention, substitution of other coverage, or other solutions.
12. The City reserves the right at any time during the term of the contract to change the
amounts and types of insurance required by giving the Consultant ninety (90) days
advance written notice of such change. If such change results in substantial additional
cost to the Consultant, the City will negotiate additional compensation proportional to
the increase benefit to City.
13. For purposes of applying insurance coverage only, this Agreement will be deemed to
have been executed immediately upon any party hereto taking any steps that can be
deemed to be in furtherance of or towards performance of this Agreement.
Item 8.i. - Page 86
14. Consultant acknowledges and agrees that any actual or alleged failure on the part of
City to inform Consultant of non-compliance with any insurance requirements in no
way imposes any additional obligations on City nor does it waive any rights hereunder
in this or any other regard.
15. Consultant will renew the required coverage annually as long as City, or its employees
or agents face an exposure from operations of any type pursuant to this agreement.
This obligation applies whether or not the agreement is canceled or terminated for any
reason. Termination of this obligation is not effective until City executes a written
statement to that effect.
16. Consultant shall provide proof that policies of insurance required herein expiring
during the term of this Agreement have been renewed or replaced with other policies
providing at least the same coverage. Proof that such coverage has been ordered
shall be submitted prior to expiration. A coverage binder or letter from Consultant’s
insurance agent to this effect is acceptable. A certificate of insurance and/or additional
insured endorsement as required in these specifications applicable to the renewing or
new coverage must be provided to City within five days of the expiration of the
coverages.
17. The provisions of any workers’ compensation or similar act will not limit the obligations
of Consultant under this agreement. Consultant expressly agrees not to use any
statutory immunity defenses under such laws with respect to City, its employees,
officials and agents.
18. Requirements of specific coverage features or limits contained in this section are not
intended as limitations on coverage, limits or other requirements nor as a waiver of
any coverage normally provided by any given policy. Specific reference to a given
coverage feature is for purposes of clarification only as it pertains to a given issue,
and is not intended by any party or insured to be limiting or all-inclusive.
19. These insurance requirements are intended to be separate and distinct from any other
provision in this agreement and are intended by the parties here to be interpreted as
such.
20. The requirements in this Section supersede all other sections and provisions of this
Agreement to the extent that any other section or provision conflicts with or impairs
the provisions of this Section.
21. Consultant agrees to be responsible for ensuring that no contract used by any party
involved in any way with the project reserves the right to charge City or Consultant for
the cost of additional insurance coverage required by this agreement. Any such
provisions are to be deleted with reference to City. It is not the intent of City to
reimburse any third party for the cost of complying with these requirements. There
shall be no recourse against City for payment of premiums or other amounts with
respect thereto.
Item 8.i. - Page 87
22. Consultant agrees to provide immediate notice to City of any claim or loss against
Consultant arising out of the work performed under this agreement. City assumes no
obligation or liability by such notice, but has the right (but not the duty) to monitor the
handling of any such claim or claims if they are likely to involve City.
Item 8.i. - Page 88