HomeMy WebLinkAboutAgenda Report - October 19, 2022 C-15afi CITY OF
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C A L I FORN IA
AGENDA ITEM
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COUNCIL COMMUNICATION
AGENDA TITLE: Adopt Resolution Authorizing the City Manager to Execute a Two -Year Professional
Services Agreement with 1) 4 Leaf, Inc., 2) Interwest Consulting Group, Inc., 3) Bureau
Veritas North America, Inc., 4) BPR Consulting Group, LLC, and 5) CSG Consultants,
Inc. for Building Codes Plans Examining, Building Codes Inspection, Fire Codes Plans
Examining, Fire Codes Inspection, and Code Enforcement Services on an As -Needed
Basis; and Further Authorize the City Manager to Execute Two 2 -Year Extension
Options with Each Consultant with the Total Contracts Not to Exceed Six Years or
$1,200,000
MEETING DATE: October 19, 2022
PREPARED BY: Community Development Director
RECOMMENDED ACTION: Adopt resolution authorizing City Manager to execute a two-year
Professional Services Agreement with 1) 4 Leaf, Inc., 2) Interwest
Consulting Group, Inc., 3) Bureau Veritas North America, Inc., 4) BPR
Consulting Group, LLC, and 5) CSG Consultants, Inc. for building codes plans examining, building codes
inspection, fire codes plans examining, fire codes inspection, and code enforcement services on an as -needed
basis; and further authorize the City Manager to execute two 2 -year extension options with each consultant
with the total contracts not to exceed six years or $1,200,000.
BACKGROUND INFORMATION: On August 24, 2022, Staff requested written quotes from five
companies that could provide the required services. Out of the five
companies, all five submitted all of the required information and
documentation in their proposals.
The Building & Safety and Community Improvement Divisions rely on outside consultants to provide contract
staff for services such as Plan Review, Building Inspection, and Code Enforcement. These services are
utilized on an as -needed basis. The consulting firms also provide the flexibility to provide short-term staffing
during upswings in construction activity.
Further, the Building & Safety Division desires to have more than one consulting firm to choose from,
especially due to the lack of qualified Building Inspectors in the work force today. Many of the consulting
firms are having difficulty finding qualified Building Inspectors on short notice and for short-term placement.
Having multiple consulting firms allows the City to maintain its staffing needs and plan review turnaround
times.
On September 14, 2022, the competing firms supplied the City with competitive quotes that were within a
1% differential of the other approved firms. The consulting firms will perform Plan Review, Inspection, and
Code Enforcement services on an as -needed basis.
APPROVED: Andrew Keys
Stephen Schwabauer, City Manager
Building Inspection Services Contracts
October 19, 2022 Regular City Council Meeting
Page 2 of 2
While obtaining a list of qualified Plan Review, Inspection, and Code Enforcement services will not obligate
the City to use these services, it does give the divisions more flexibility in providing the best service to the
public and the construction community.
Staff recommends Council adopt a resolution authorizing the City Manager to execute Professional Services
Agreements with 4 Leaf, Inc., Interwest Consulting Group, Inc., Bureau Veritas North America, Inc., BPR
Consulting Group, LLC, and CSG Consultants, Inc, for Building Codes Plans Examining, Building Codes
Inspection, Fire Codes Plans Examining, Fire Codes Inspection, and Code Enforcement services on an as -
needed basis; and further authorize the City Manager to execute two 2 -year extension options with each
consultant with the total contracts not to exceed six years or $1,200,000.
FISCAL IMPACT Costs will be absorbed in the Community Development Special
Revenue Fund.
FUNDING AVAILABLE: 27081000.72450 & 10061000.72450
0OAn&Ar XZ'�ObJ
Andrew Keys
Deputy City Manager/Internal Services Director
John . Della Monica, Jr.
Cam funity Development Dire ar
Attachments:
PSA 4 Leaf, Inc,
PSA Interwest Consulting Group, Inc.
PSA Bureau Veritas North America, Inc.
PSA CSG Consultants, Inc.
PSA BPR Consulting Group, LLC
AGREEMENT FOR PROFESSIONAL SERVICES
ARTICLE 1
PARTIES AND PURPOSE
Section 1.1 Parties
THIS AGREEMENT is entered into on 2022, by and between
the CITY OF LODI, a municipal corporation (hereinafter "CITY"), and 4 LEAF, INC., a
California corporation (hereinafter "CONTRACTOR").
Section 1.2 Purpose
CITY selected the CONTRACTOR to provide the services required in
accordance with attached Scope of Services, Exhibit A, attached and incorporated by
this reference.
CITY wishes to enter into an agreement with CONTRACTOR for Building Codes
Plans Examining, Building Codes Inspection, Fire Codes Plans Examining, Fire Codes
Inspection, and Code Enforcement Services (hereinafter "Project") as set forth in the
Scope of Services attached here as Exhibit A. CONTRACTOR acknowledges that it is
qualified to provide such services to CITY.
ARTICLE 2
SCOPE OF SERVICES
Section 2.1 Scope of Services
CONTRACTOR, for the benefit and at the direction of CITY, shall perform the
Scope of Services as set forth in Exhibit A.
Section 2.2 Time For Commencement and Completion of Work
CONTRACTOR shall commence work pursuant to this Agreement, upon receipt
of a written notice to proceed from CITY or on the date set forth in Section 2.6,
whichever occurs first, and shall perform all services diligently and complete work under
this Agreement based on a mutually agreed upon timeline or as otherwise designated in
the Scope of Services.
CONTRACTOR shall submit to CITY such reports, diagrams, drawings and other
work products as may be designated in the Scope of Services.
CONTRACTOR shall not be responsible for delays caused by the failure of CITY
staff to provide required data or review documents within the appropriate time frames.
The review time by CITY and any other agencies involved in the project shall not be
counted against CONTRACTOR's contract performance period. Also, any delays due to
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weather, vandalism, acts of God, etc., shall not be counted. CONTRACTOR shall
remain in contact with reviewing agencies and make all efforts to review and return all
comments.
Section 2.3 Meetings
CONTRACTOR shall attend meetings as may be set forth in the Scope of
Services.
Section 2.4 Staffing
CONTRACTOR acknowledges that CITY has relied on CONTRACTOR's
capabilities and on the qualifications of CONTRACTOR's principals and staff as
identified in its proposal to CITY. The Scope of Services shall be performed by
CONTRACTOR, unless agreed to otherwise by CITY in writing. CITY shall be notified
by CONTRACTOR of any change of Project Manager and CITY is granted the right of
approval of all original, additional and replacement personnel at CITY's sole discretion
and shall be notified by CONTRACTOR of any changes of CONTRACTOR's project staff
prior to any change.
CONTRACTOR represents it is prepared to and can perform all services within
the Scope of Services (Exhibit A) and is prepared to and can perform all services
specified therein. CONTRACTOR represents that it has, or will have at the time this
Agreement is executed, all licenses, permits, qualifications, insurance and approvals of
whatsoever nature are legally required for CONTRACTOR to practice its profession, and
that CONTRACTOR shall, at its own cost and expense, keep in effect during the life of
this Agreement all such licenses, permits, qualifications, insurance and approvals, and
shall indemnify, defend and hold harmless CITY against any costs associated with such
licenses, permits, qualifications, insurance and approvals which may be imposed against
CITY under this Agreement.
Section 2.5 Subcontracts
Unless prior written approval of CITY is obtained, CONTRACTOR shall not enter
into any subcontract with any other party for purposes of providing any work or services
covered by this Agreement.
Section 2.6 Term
The term of this Agreement commences on November 1, 2022 and terminates
upon the completion of the Scope of Services or on October 31, 2024, whichever occurs
first.
PJ
ARTICLE 3
COMPENSATION
Section 3.1 Compensation
CONTRACTOR's compensation for all work under this Agreement shall conform
to the provisions of the Fee Proposal, attached hereto as Exhibit B and incorporated by
this reference.
CONTRACTOR shall not undertake any work beyond the scope of this
Agreement unless such additional work is approved in advance and in writing by CITY.
Section 3.2 Method of Payment
CONTRACTOR shall submit invoices for completed work on a monthly basis, or
as otherwise agreed, providing, without limitation, details as to amount of hours,
individual performing said work, hourly rate, and indicating to what aspect of the Scope
of Services said work is attributable. CONTRACTOR's compensation for all work under
this Agreement shall not exceed the amount of the Fee Proposal.
Section 3.3 Costs
The Fee Proposal shall include all reimbursable costs required for the
performance of the Scope of Services. Payment of additional reimbursable costs
considered to be over and above those inherent in the original Scope of Services shall
be approved in advanced and in writing, by CITY.
Section 3.4 Auditing
CITY reserves the right to periodically audit all charges made by CONTRACTOR
to CITY for services under this Agreement. Upon request, CONTRACTOR agrees to
furnish CITY, or a designated representative, with necessary information and assistance
needed to conduct such an audit.
CONTRACTOR agrees that CITY or its delegate will have the right to review,
obtain and copy all records pertaining to performance of this Agreement.
CONTRACTOR agrees to provide CITY or its delegate with any relevant information
requested and shall permit CITY or its delegate access to its premises, upon reasonable
notice, during normal business hours for the purpose of interviewing employees and
inspecting and copying such books, records, accounts, and other material that may be
relevant to a matter under investigation for the purpose of determining compliance with
this requirement. CONTRACTOR further agrees to maintain such records for a period of
three (3) years after final payment under this Agreement.
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ARTICLE 4
MISCELLANEOUS PROVISIONS
Section 4.1 Nondiscrimination
In performing services under this Agreement, CONTRACTOR shall not
discriminate in the employment of its employees or in the engagement of any sub
CONTRACTOR on the basis of race, color, religion, sex, sexual orientation, marital
status, national origin, ancestry, age, or any other criteria prohibited by law.
Section 4.2 ADA Compliance
In performing services under this Agreement, CONTRACTOR shall comply with
the Americans with Disabilities Act (ADA) of 1990, and all amendments thereto, as well
as all applicable regulations and guidelines issued pursuant to the ADA.
Section 4.3 Indemnification and Responsibility for Damage
CONTRACTOR to the fullest extent permitted by law, shall indemnify and hold
harmless CITY, its elected and appointed officials, directors, officers, employees and
volunteers from and against any claims, damages, losses, and expenses (including
reasonable attorney's fees and costs), arising out of performance of the services to be
performed under this Agreement, provided that any such claim, damage, loss, or
expense is caused by the negligent acts, errors or omissions of CONTRACTOR, any
subcontractor employed directly by CONTRACTOR, anyone directly or indirectly
employed by any of them, or anyone for whose acts they may be liable, except those
injuries or damages arising out of the active negligence, sole negligence, or sole willful
misconduct of the City of Lodi, its elected and appointed officials, directors, officers,
employees and volunteers. CITY may, at its election, conduct the defense or participate
in the defense of any claim related in any way to this indemnification. If CITY chooses at
its own election to conduct its own defense, participate in its own defense, or obtain
independent legal counsel in defense of any claim related to this indemnification,
CONTRACTOR shall pay all of the costs related thereto, including without limitation
reasonable attorney fees and costs. The defense and indemnification obligations
required by this Agreement are undertaken in addition to, and shall not in any way be
limited by the insurance obligations set forth herein.
Section 4.4 No Personal Liability
Neither the City Council, nor any other officer or authorized assistant or agent or
City employee shall be personally responsible for any liability arising under this
Agreement.
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Section 4.5 Responsibility of CITY
CITY shall not be held responsible for the care or protection of any material or
parts of the work described in the Scope of Services prior to final acceptance by CITY,
except as expressly provided herein.
Section 4.6 Insurance Requirements for CONTRACTOR
CONTRACTOR shall take out and maintain during the life of this Agreement,
insurance coverage as set forth in Exhibit C attached hereto and incorporated by this
reference.
Section 4.7 Successors and Assigns
CITY and CONTRACTOR each bind themselves, their partners, successors,
assigns, and legal representatives to this Agreement without the written consent of the
others. CONTRACTOR shall not assign or transfer any interest in this Agreement
without the prior written consent of CITY. Consent to any such transfer shall be at the
sole discretion of CITY.
Section 4.8 Notices
Any notice required to be given by the terms of this Agreement shall be in writing
signed by an authorized representative of the sender and shall be deemed to have been
given when the same is personally served or upon receipt by express or overnight
delivery, postage prepaid, or three (3) days from the time of mailing if sent by first class
or certified mail, postage prepaid, addressed to the respective parties as follows:
To CITY: City of Lodi
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
Attn: Stephen Schwabauer
To CONTRACTOR: 4 LEAF, Inc.
2126 Rheem Drive
Pleasanton, CA 94588
Attn: Joe Nicolas
Section 4.9 Cooperation of CITY
CITY shall cooperate fully and in a timely manner in providing relevant
information it has at its disposal relevant to the Scope of Services.
Section 4.10 CONTRACTOR is Not an Employee of CITY
CONTRACTOR agrees that in undertaking the duties to be performed under this
Agreement, it shall act as an independent contractor for and on behalf of CITY and not
an employee of CITY. CITY shall not direct the work and means for accomplishment of
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the services and work to be performed hereunder. CITY, however, retains the right to
require that work performed by CONTRACTOR meet specific standards without regard
to the manner and means of accomplishment thereof.
Section 4.11 Termination
CITY may terminate this Agreement, with or without cause, by giving
CONTRACTOR at least ten (10) days written notice. Where phases are anticipated
within the Scope of Services, at which an intermediate decision is required concerning
whether to proceed further, CITY may terminate at the conclusion of any such phase.
Upon termination, CONTRACTOR shall be entitled to payment as set forth in the
attached Exhibit B to the extent that the work has been performed. Upon termination,
CONTRACTOR shall immediately suspend all work on the Project and deliver any
documents or work in progress to CITY. However, CITY shall assume no liability for
costs, expenses or lost profits resulting from services not completed or for contracts
entered into by CONTRACTOR with third parties in reliance upon this Agreement.
Section 4.12 Confidentiality
CONTRACTOR agrees to maintain confidentiality of all work and work products
produced under this Agreement, except to the extent otherwise required by law or
permitted in writing by CITY. CITY agrees to maintain confidentiality of any documents
owned by CONTRACTOR and clearly marked by CONTRACTOR as "Confidential" or
"Proprietary", except to the extent otherwise required by law or permitted in writing by
CONTRACTOR. CONTRACTOR acknowledges that CITY is subject to the California
Public Records Act.
Section 4.13 Applicable Law, Jurisdiction, Severability, and Attorney's Fees
This Agreement shall be governed by the laws of the State of California.
Jurisdiction of litigation arising from this Agreement shall be venued with the San
Joaquin County Superior Court. If any part of this Agreement is found to conflict with
applicable laws, such part shall be inoperative, null, and void insofar as it is in conflict
with said laws, but the remainder of this Agreement shall be in force and effect. In the
event any dispute between the parties arises under or regarding this Agreement, the
prevailing party in any litigation of the dispute shall be entitled to reasonable attorney's
fees from the party who does not prevail as determined by the San Joaquin County
Superior Court.
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Section 4.14 City Business License Requirement
CONTRACTOR acknowledges that Lodi Municipal Code Section 3.01.020
requires CONTRACTOR to have a city business license and CONTRACTOR agrees to
secure such license and pay the appropriate fees prior to performing any work
hereunder.
Section 4.15 Captions
The captions of the sections and subsections of this Agreement are for
convenience only and shall not be deemed to be relevant in resolving any question or
interpretation or intent hereunder.
Section 4.16 Integration and Modification
This Agreement represents the entire understanding of CITY and
CONTRACTOR as to those matters contained herein. No prior oral or written
understanding shall be of any force or effect with respect to those matters covered
hereunder. This Agreement may not be modified or altered except in writing, signed by
both parties.
Section 4.17 Contract Terms Prevail
All exhibits and this Agreement are intended to be construed as a single
document. Should any inconsistency occur between the specific terms of this
Agreement and the attached exhibits, the terms of this Agreement shall prevail.
Section 4.18 Severability
The invalidity in whole or in part of any provision of this Agreement shall not void
or affect the validity of any other provision of this Agreement.
Section 4.19 Ownership of Documents
All documents, photographs, reports, analyses, audits, computer media, or other
material documents or data, and working papers, whether or not in final form, which
have been obtained or prepared under this Agreement, shall be deemed the property of
CITY. Upon CITY's request, CONTRACTOR shall allow CITY to inspect all such
documents during CONTRACTOR's regular business hours. Upon termination or
completion of services under this Agreement, all information collected, work product and
documents shall be delivered by CONTRACTOR to CITY within ten (10) calendar days.
CITY agrees to indemnify, defend and hold CONTRACTOR harmless from any
liability resulting from CITY's use of such documents for any purpose other than the
purpose for which they were intended.
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Section 4.20 Authority
The undersigned hereby represent and warrant that they are authorized by the
parties to execute this Agreement.
Section 4.21 Federal Transit Funding Conditions
❑ If the box at left is checked, the Federal Transit Funding conditions attached as
Exhibit D apply to this Agreement. In the event of a conflict between the terms of this
Agreement or any of its other exhibits, and the Federal Transit Funding Conditions, the
Federal Transit Funding Conditions will control.
Section 4.22 Counterparts and Electronic Signatures
This Agreement and other documents to be delivered pursuant to this Agreement
may be executed in one or more counterparts, each of which will be deemed to be an
original copy and all of which, when taken together, will be deemed to constitute one and
the same agreement or document, and will be effective when counterparts have been
signed by each of the parties and delivered to the other parties. Each party agrees that
the electronic signatures, whether digital or encrypted, of the parties included in this
Agreement are intended to authenticate this writing and to have the same force and
effect as manual signatures. Delivery of a copy of this Agreement or any other document
contemplated hereby, bearing an original manual or electronic signature by facsimile
transmission (including a facsimile delivered via the Internet), by electronic mail in
"portable document format" (".pdf") or similar format intended to preserve the original
graphic and pictorial appearance of a document, or through the use of electronic
signature software will have the same effect as physical delivery of the paper document
bearing an original signature.
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Section 4.22 Counterparts and Electronic Signatures
This Agreement and other documents to be delivered pursuant to this Agreement
may be executed in one or more counterparts, each of which will be deemed to be an
original copy and all of which. when taken together, will be deemed to constitute one and the
same agreement or document, and will be effective when counterparts have been signed by
each of the parties and delivered to the other parties. Each party agrees that the electronic
signatures, whether digital or encrypted; of the parties included in this Agreement are
intended to authenticate this writing and to have the same force and effect as manual
signatures. Delivery of a copy of this Agreement or any other document contemplated
hereby, bearing an original manual or electronic signature by facsimile transmission
(including a facsimile delivered via the Internet), by electronic mail in 'portable document
format" (". pdf') or similar format intended to preserve the original graphic and pictorial
appearance of a document, or through the use of electronic signature software will have the
same effect as physical delivery of the paper document bearing an original signature.
IN WITNESS WHEREOF, CITY and CONTRACTOR have executed this
Agreement as of the date first above written.
ATTEST:
OLIVIA NASHED
City Clerk
CITY OF LODI, a municipal corporation
STEPHEN SCHWABAUER
City Manager
APPROVED AS TO FORM: 4 LEAF, INC., a California corporation
JANICE D. MAGDICH, City Attorney
By. By:
Name: Joe Nicolas
Title Executive Project Manager
Attachments:
Exhibit A - Scope of Services
Exhibit B - Fee Proposal
Exhibit C - Insurance Requirements
Exhibit D - Federal Transit Funding Conditions cif applicable)
Funding Source: 27081000.72450 & 10061000.72450
(Business Unit & Account No.)
Doc ID
CA:Rev.09.2022.LT
0
EXHIBIT A SEPTERMER 8, 2022
PROPOSAL TO PROVIDE
BUILDING INSPECTION DIVISION CONTRACT SERVICES
FOR THE
CITY OR LODI
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
SECTION 3: SERVICES UNDERSTANDING
We have thoroughly reviewed the City's RFP and can meet the scope of services with no issues and without the
use of subconsultants. 4LEAF is an independent firm that is properly licensed to practice in California and has no
conflict of interest with regard to any other work performed by the firm for the City. We will detail our approach
to each of the requested work scopes in the following pages.
BUILDING PLAN REVIEW SERVICES
4LEAF will provide Plan Review for any type of structure to ensure compliance with all adopted codes, local
ordinances (including Tier 1 of Cal Green, if required) and State and federal laws that pertain to Building and
Safety, and for compliance with the adopted International Code Council (ICC) Building, Plumbing, Electrical,
Mechanical, National Fire Protection codes and standards, and the Accessibility and Noise and Energy
Conservation requirements as mandated by the State of California Title 24, State of California Water Efficient
Landscape Ordinance, the State of California Certified Access Specialist (CASp) compliance, and all other
applicable ordinances. The types of projects we provide these services for include Single -Family Dwellings, large
Multi -Family Mixed -Use Dwelling Units, Commercial, and Industrial.
Approach
We understand that the specific building plan review responsibilities will include, but are not limited to:
• Examining plans, drawings, specifications, computations documents, soils reports, and additional data;
• Ascertaining whether projects are in accordance with applicable building and fire codes, and City
ordinances, including but not limited to Title 24 and Title 25,-
•
5;• Performing such reviews as structural, MEP, green building, fire and life safety, grading and drainage;
• Reviewing plans to ensure conformity to the required strengths, stresses, strains, loads, and stability;
• Reviewing plans to ensure conformity with use and occupancy classification, general building heights
and areas, types of construction, fire resistance construction and protection systems, means of egress,
accessibility, structural design, soils and foundations; and masonry;
• Providing additional plan review services as requested by the City;
• Conducting all plan review at the City Department or at a site mutually agreed upon in writing and;
• Supplying all plan review staff with all code books and other basic professional references.
On- and Off -Site Review
4LEAF can supply Registered Professional Engineers to the City to work on-site performing structural plan review
and non-structural reviews at the jurisdiction's discretion. Our experience includes checking for compliance with
the structural, life -safety, accessibility, plumbing, mechanical, electrical, fire, and local codes/ordinances.
Process Mapping
4LEAF aims to bring departmental processes together by identifying and eliminating obstacles to streamline
processes. Our subject -matter experts visit each department within a jurisdiction to conduct an analysis of
existing processes, identify how best to streamline separate departmental processes to improve workflow, and
provide guidance and recommendations on an improved work plan. 4LEAF implementation staff offer extensive
training to existing municipal staff members on the use of a jurisdiction's preferred permitting software. We have
a robust amount of experience with software that aids in the implementation of process mapping.
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 11
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
Plan Review QA f AC Review Process
Task 1— Project Tracking Set-up
The first step of our process will be to set up the project in our system to enable 4LEAF and the City of Lodi each
to track the progress of the review. Our plan tracking procedures are designed to track each submittal
throughout the review process and maintain accurate and comprehensive records for each submittal.
Task 2 - Complete Submittal Review
Upon receiving the plans from the City, 4LEAF will triage (preliminary plan review performed by 4LEAF plan
review project lead) the submittal to verify that the submittal received is complete (i.e., all pertinent plans,
calculations, reports, and other related documents) in order that we can begin our review. If the submitted
package is incomplete, we will communicate with the City to discuss the deficient documents needed to proceed
with our review.
Task 3 - Plan Review Assignment
After the triage process is performed and a complete package is verified, the project will be assigned to the most
qualified Plans Examiner and a turnaround time will be established. We will log each application into our
database the same day the plans are received to assure that they are routed in a timely manner and to allow for
daily project tracking.
Task 4 - Plan Review
4LEAF will provide the project contact (Developer, Contractor, Architect, or Engineer) desired by the City of Lodi
with a list of any items needing correction and clarification to comply with applicable building codes, ordinances,
and regulations. A correction list will be created based on the missing codes and ordinances.
Task 5 - Quality Control
Prior to submitting the plan review correction list to the City, the designated plan review project lead will review
the correction list for adherence to applicable codes and ordinances as well as for accuracy and completeness.
After completion of our quality control review a correction list will be e-mailed to a designated staff member at
the City of Lodi or as directed by the City. The correction list and a 4LEAF transmittal form will include the
following information: a description of the work, type of construction, occupancy group, square footage, number
of floors, and sprinkler requirements.
Task 6 - Plan Review Rechecks
Plans received for rechecks will be reviewed for conformance. Our goal is to actively work with the designers to
resolve all unresolved issues after our second review. If it appears that there are complicated issues that might
cause a project to go beyond our second review, we will communicate directly with the designer to resolve these
concerns.
Task 7 - Project Approval
Once the final plan reviews are completed and ready for approval, 4LEAF will organize the plans and supporting
documents per the City of Lodi processing requirements and return them to the City, along with our letter of
completion.
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 12
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
Turn -Around Times
4LEAF has a tremendous reputation for completing projects on-time and under budget. 4LEAF's plan review team
is widely recognized for quick turn -around times and prompt service. Off-site plan reviews are performed at our
office, with plans transmitted by personal delivery or overnight service. The standard turn -around time is within
10 business days for residential plan reviews and within 10 days for commercial/industrial plan reviews; however,
these timeframes are negotiable based on your needs. 4LEAF also provides Fire Plan Review services.
Type of
TransportationResubmittalResubmittal
Expedited
Expedited
Plans
Review
Review
Review #2
Review
Resubmittal
*Residential
< 24 Hours (pick
up & delivery)
< 10 Days
< 5 Days
< 5 Days
< 5 Days
< 3 Days
**Multi-
< 24 Hours (pick
< 10 Days
< 5 Days
< 5 Days
< 5 Days
< 3 Days
Family
up & delivery)
Commercial
< 24 Hours (pick
up & delivery)
< 10 Days
< 5 Days
< 5 Days
< 5 Days
< 3 Days
***Large
< 24 Hours (pick
Commercial
up & delivery)
Negotiable
Negotiable
Negotiable
Negotiable
Negotiable
> 15,000 s.f.
*Larger complex plan reviews can be negotiated to achieve the best possible pricing. 4LEAF has a proven track
record of working with municipalities to provide expedited reviews with special discounted pricing.
Pick-up of all plans will be performed by 4LEAF staff within 24 hours of the City's phone call or e-mail. 4LEAF
prefers to pick-up and deliver the plans in person to communicate information that may be pertinent to the
project and maintain consistent communication. At no additional cost, 4LEAF staff will transport the plans to and
from the City upon a phone call to the 4LEAF office or simply e-mail for "pick-up" to pickup@41eafinc.com.
4LEAF's EZPIan Review
EZPIan Review is our in-house tracking software that acts
as a communication tool between 4LEAF and the
jurisdictions we work with. The use of EZPIan makes
communication easy. This web portal allows users
visualize project due dates, notes, and status updates so
that projects can be followed from start to finish.
Additionally, 4LEAF provides electronically stamped and
uploaded copies of approved project plans, a value which
saves clients time and resources. With the use of EZPIan,
4LEAF hopes to provide a level of ease and transparency
during the off-site plan review process.
Sonoma County Fire Recovery Dashboard
Document Control
When plans and documents are received for review, 4LEAF's Plan Review Manager and Document Control
Technician analyze the project, creates a job number, and completes a Job Setup Sheet. This form highlights both
the jurisdiction, applicable contact information, and all project specific design criteria and notes. Jobs are then
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 13
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
transmitted through 4LEAF's easily accessed EZPIan Review Portal which tracks initial and subsequent reviews
and is open for view by the client. The City and their customers can view 4LEAF's plan review control log through
4LEAF's EZPIan Review Portal.
Plans then get distributed for review to a 4LEAF team consisting of Plan Review Engineers, Architect (a licensed
state professional) and/or an ICC Certified Plans Examiner, as applicable.
Our staff then performs his or her function of analyzing the plans and
documentation for effective conformance to the state codes, referenced
construction standards, and City amendments. 4LEAF's code review
methodology is "The Effective Use of the Codes" reinforced through
proprietary and jurisdictional checklists. When complete, the Plan
Review Manager overviews the project for quality control purposes and
forwards comments or approvals to the client's pre -designated contacts.
HOLT RESIDENCE
10700 WINCHESTER COURT
101 5. E�� 1 RDIE ESTATE=
D_ _ -_e-
Off-Site Electronic Plan Review
Digital plan review allows 4LEAF the ability to review, markup and transport plans of any size electronically. We
strongly encourage this service for our clients. This process delivers a high degree of cost effectiveness, time
efficiency and a "green" and environmentally friendly system. Through our strong focus on utilizing this digital
capability, we offer full access to all 4LEAF engineers and plans examiners company -wide, from any of our office
locations. A protected online portal will be established to allow property owners, contractors, developers,
businesses, designers, and stakeholders to submit plans electronically for review. Access to the online portal will
be given to City staff for immediate access to information regarding project status during the review process.
4LEAF has successfully implemented and used Bluebeam for electronic review of files to help eliminate the use of
paper and take the plan review workflow to a whole new level. 4LEAF's offices are equipped with large scale
monitors for easy review of plans. Bluebeam Revu combines powerful PDF editing, markup, and collaboration
technology with reliable file creation. Bluebeam integrates flawlessly with our Green Line approach for electronic
and timely turnarounds resulting in permit issuance within 5-7 business days.
Additional Technologies
Having served more than 350 jurisdictions, 4LEAF and our staff are knowledgeable and have experience working
with a variety of different technologies for Electronic Plan Review, Permit Tracking, and Building Inspections.
4LEAF's experience with tracking technologies includes, but is not limited to:
�°e-PlanSoft'° IWMI....., Project &mrG0v MQccela 14 -1 WOPkS @STI
Structural Only Review
Upon request, 4LEAF will perform "structural only" reviews for the City. 4LEAF can communicate directly with the
designers via email, in-person meetings, and through our EZPIan Review system. 4LEAF prefers PDF files for
"structural only" reviews as they allow several Structural Engineers to review plans together should there be
design -related questions. The majority of 4LEAF's plan review engineers have a design background and work well
with project designers.
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 14
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
PLAN REVIEW PERSONNEL
4LEAF has 60+ plan check personnel that includes Registered Professional Engineers, Licensed Architects,
Certified Access Specialists, and ICC Certified personnel dedicated to performing plan review services to our
municipal clientele. Should duplicate names appear in our competitor's submittals, we are prepared to show
payroll records to ensure you that all names listed in this proposal are employees of 4LEAF.
PLANS EXAMINERS
REGISTRATIONS CERTIFICATIONS
Melissa Mennucci, S.E.
Registered Structural Engineer
Albert Kong, S.E.
Registered Structural Engineer
Beng Low, M.E., S.E.
Registered Structural and Mechanical Engineer
Ali Hekmat, S.E., P.E.
Registered Structural and Civil Engineer
Karimullah Kamran, P.E.
Registered Professional Engineer
Jay Shih, P.E.
Registered Professional Engineer
Kathy Bucciarelli, P.E.
Registered Professional Engineer & 2 ICC Certifications
Davison Chanda, P.E.
Registered Professional Engineer
Shane Crowe, P.E.
Registered Professional Engineer
Joseph Nicolas, P.E.
Registered Professional Engineer
Melissa Bridges, P.E.
Registered Professional Engineer
Stefanie Hionis, P.E.
Registered Professional Engineer
Albert Nissan, P.E.
Registered Professional Engineer
Sareh Deyhimi, P.E.
Registered Professional Engineer & 1 ICC Certification
Scott Martin, P.E.
Registered Professional Engineer
David Rashe, CBO, CASp
Certified Building Official, CASp, & 11 ICC Certifications
Sandeep Ojha
Degreed Engineer & ICC Certified Plans Examiner
Madhavi Akula
Degreed Engineer & ICC Certified Plans Examiner
More than 45 Additional Plans Examiners Available
CERTIFIED ACCESS SPECIALIST (CASPI
4LEAF has 14 Certified Access Specialists on staff. We have performed CASp inspections, plan review projects, and
have consulted on numerous construction projects for accessibility questions and advice. Below is a shortened
list of our ADA staff:
CASP PERSONNEL
CERTIFICATION1EXPIRATION
David Rashe, CBO
CASp-213
6/23/2022
James Wiatrak, CASp
CASp-789
8/9/2023
Brent Hipsher
CASp-422
4/12/2024
Jay Shih, P.E., CBO
CASp-683
4/7/2025
Scott Johnson, S.E.
CASp-530
1/2/2023
Doug Martin
CASp-937
4/2/2023
Steven Raney
CASp-519
12/10/2022
Additional CASp Professionals Available
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 15
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
FIRE PLAN REVIEW AND INSPECTION SERVICES
Our Fire team is comprised of experienced Fire Plan Reviewers, Fire Protection Engineers, Fire Marshals, and Fire
Chiefs. 4LEAF's fire inspectors are all ICC and/or OSFM Certified and experienced working within a municipal
work environment. Our fire plan review and inspection processes similarly follow the procedures and timelines
outlines in our Building plan review and inspection sections. We have worked on several high-profile contracts for
fire prevention services and recovery programs including:
➢ University of California, Davis — Fire Plan Review
➢ City of Folsom — Fire Plan Review
➢ Lathrop/Manteca Fire District — Fire Plan Review
➢ County of Sacramento — Fire Plan Review
➢ County of Placer — Fire Plan Review
➢ Solano County— Fire Recovery Program
➢ Sonoma County— Fire Recovery Program
➢ Town of Paradise — Fire Recovery Program
➢ Livermore Pleasanton Fire Department — Fire Review and Inspection Services
➢ City of Oakland Fire Department — Fire Plan Review Services
4LEAF can provide plan review services for all types of occupancies and construction types to ensure compliance
with all adopted codes, local ordinances and state and federal laws, ordinances, regulations, and standards that
pertain to Fire Life Safety Including, but not limited to:
➢ CA Title 24, Parts 2, 3, 4, and 9
➢ NFPA 13, 13R, 13D, 24, and 72
➢ Local amendments to the California Building and Fire Codes
➢ California Health and Safety Code
➢ Municipal Fire Standards & Municipal Codes
➢ National Fire Protection Referenced Standards
4LEAF is one of the Fire Life Safety industry's leaders in Plan Review Services. Our Fire Plan Review Services
include:
➢ Compliance for Site Access Requirements
➢ Compliance for Fire Flow Requirements
➢ Review of Fire Prevention, Suppression, and
Detection Systems
➢ Sprinkler, Standpipe, Alarm, Notification
Systems, and Fire Pump Code Compliance
➢ Hazardous Occupancies, High Piled Storage, and
Smoke Control Systems
➢ Review of Alternate Means
➢ Review of Methods Requests
➢ Annual Business Inspections
➢ Complete Fire Prevention Services
➢ New Construction Inspections
➢ Fire Alarm/Sprinkler Inspections
➢ Special Event Permits
➢ Hazardous Materials Inspections
➢ In -House Plan Review
➢ Off -Site Plan Review
➢ Code and Standards
➢ Public Education and Safety Training
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 16
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
KEY FIRE REVIEW & FIRE INSPECTION PERSONNEL
4LEAF has three Fire Protection Engineers for fire review projects such as sprinklers, alarm systems, and other
fire -related consulting items. Our Fire Plans Examiners and Fire Inspectors come with many years of experience
and are familiar with a wide range of projects. We service various Fire Districts and Fire Departments with
Inspection and Plan Review scopes as well as consulting on large construction projects. Our team includes:
PERSONNEL
REGISTRATIONSFIRE
Geoff Aus
Fire Inspector, Fire Marshal, Inspector of Record
Jim Aldrich
Fire Inspector, Fire Plans Examiner
Jason Shearer
Senior Fire Inspector, Building Inspector
Jim Thompson
Fire Inspector, Fire Marshal, Fire Plans Examiner
Rebecca Lauricella
Fire Inspector
Steven Conti, FPE
Fire Inspector, Fire Marshal, Fire Plans Examiner, Fire Prevention
Officer, Fire Protection Engineer (FPE)
Tom Cervantes
Fire Inspector, Fire Marshal, Fire Prevention Officer
John Riddell
Fire Inspector, Fire Plans Examiner
Loralyn Davis
Fire Plans Examiner
Nicholas Tran, FPE, ME
Fire Plans Examiner, Fire Protection Engineer, Mechanical Engineer
Robert Salgado
Senior Fire Plans Examiner
Travis Kizziar
Fire Plans Examiner
Kevin McClish, FPE
Fire Prevention Officer, Fire Protection Engineer (FPE)
Christopher Fowler, CBO
Fire Inspector II (ICC)
Gib Moush, FPE
Registered Professional Engineer, Fire Protection Engineer (FPE)
Ronald Griesinger
Fire Plans Examiner, Fire Inspector
Stuart Blakesley
Fire Plans Examiner, Fire Inspector
Brent Hipsher, CBO, CASp
Fire Inspector
Marnie Gedney, FPE
Fire Plans Examiner/Fire Inspector II/Fire Protection Engineer
25+ Additional Fire Review and Inspection Personnel
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 16
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
BUILDING DEPARTMENT SERVICES
4LEAF has a proven track record of providing Permit Technician/Counter staff and Building Officials to
jurisdictions. 4LEAF can deploy such staff on short notice and offer training programs for department staff, if
required. Our staff encompasses the right combination of experience, education, and certifications.
Permit Technician
4LEAF Permit Technician Staff must be experienced and dedicated to serving the public at the Planning and
Building Department counter. 4LEAF has numerous of Permit/Counter Technicians on staff, many who are
currently assigned to Building Departments throughout the state. All staff will have the materials, resources,
tools, and training required to perform the job. Typical Permit Technician duties include:
• Accepting plans for plan check
• Verification that plans are accurate and complete
• Calculating permit fees
• Explaining ordinances and procedures to owners, contractors, developers, architects, and general public
• Assisting with preparation of permit applications
• Receiving plans for Planning and Building permits and route to various agencies (if requested)
• Accepting complaints on code violations, process, and record complaints
• Answering phone calls for field and office staff
• Processing inspection requests
• Maintaining files for building permits
• Operating the Building Department's computerized information system
• Inputting a variety of information, including building permits and inspections
• Completing related duties and responsibilities as assigned by Building Official and Senior staff members
Building Official
The 4LEAF Interim Building Official can provide in-house plan reviews to the City, limiting the amount of projects
distributed to outside consultants and helping the City achieve significant cost savings. The Building Official will
act as an adjunct staff member to the City and work with City personnel and various departments to perform
professional building services including but not limited to plan review, permit technician, building inspection,
and code enforcement.
Staff qualifications for this role include evaluating and documenting projects for compliance with applicable
building standards and housing codes, on- and off-site plan review, staff augmentation, and other building
department related tasks. Proposed staff for this role will be appropriately trained and certified for all work.
Placement Schedule
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 17
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
PERMIT TECHNICIAN PERSONNEL
4LEAF has a proven track record of providing Permit Technician/Counter staff to jurisdictions throughout
California. The 4LEAF pool of talented professionals includes qualified and experienced permit technicians,
capable of providing all permit processing and counter services.
Permit Technician Staff
Title
Minerva Arredondo, CBO
Senior Permit Technician
Vanessa Mota
Senior Permit Technician
Damiya Haley
Senior Permit Technician
Lisa Felicano
Senior Permit Technician
Shantelle Fuentes
Senior Permit Technician
Caitlin Glasser
Senior Permit Technician
Cindy Lucas
Senior Permit Technician
Alyssa Mendoza
Senior Permit Technician
Ana Ortiz
Senior Permit Technician
Andres Torres Castaneda
Senior Permit Technician
Angelina Marquez
Senior Permit Technician
Austin Arabia
Senior Permit Technician
Danny Guan
Permit Technician
Ana Ortiz
Permit Technician
Austin Mota
Permit Technician
Betty Lopez
Permit Technician
Kendall Ripperda
Permit Technician
Carey Calvanese
Permit Technician
Paulina Santellano
Permit Technician
Crystal Zamora
Permit Technician
Nolan Miya
Permit Technician
Jose Ramirez
Permit Technician
Isabella Noden
Permit Technician
Elisha Moser
Permit Technician
Chelsey Serafino
Permit Technician
Caitlin Shannon
Permit Technician
Deisy Mendez
Permit Technician
Ana Perez
Permit Technician
Julia Warthin
Permit Technician
Deisy Mendez
Permit Technician
Danielle Hendricks
Permit Technician
Vanessa Morales
Permit Technician
Cynthia Orci
Permit Technician
Elisa Alvizar
Permit Technician
Haley Myers
Permit Technician
More than 20 additional Permit Technicians
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 18
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
BUILDING INSPECTION SERVICES
4LEAF has a team of more than 200 ICC Certified Building Inspectors, OSHPD/DSA Inspectors of Record, Fire
Personnel, and Construction Inspectors working on various contracts. 4LEAF has a team committed to work in
the East Bay Area who will remain for the duration of projects to ensure we capture the goals and performance
that have made our inspection system successful.
We maintain the largest database of qualified inspectors of varied qualifications. Inspectors vary from current
full-time inspection staff, idle staff (temporarily between assignments), and pre -qualified staff which include
inspectors who are available subject to client demand. 4LEAF's inspectors are all ICC Certified and experienced
working within a municipal work environment. 4LEAF will provide inspectors with all the necessary tools,
equipment, and current code books sufficient to facilitate all required inspections. 4LEAF can provide interim or
full-time inspectors same-day or within one business day—simply call, email, or text our assigned Management
team for an immediate response. Our on-call database is utilized for all our clients for as -needed requests
Services Offered
Periodic Inspection Services -i Available Next Day
4LEAF can fulfill inspection requests immediately upon request, including same day. Our firm has a wealth of
local and available inspectors ready to serve the City's inspection needs. In addition, 4LEAF has a proven track
record of providing such services to hundreds of municipal departments throughout the country. Once a request
is made for staff/project needs, we will do our best to fulfill it within 24 hours of communication.
Part -Time Inspection Services 4 Available Next Day
4LEAF will provide the City with part-time inspectors upon request. We can provide part-time staff within 24
hours of request for any duration of time. Our Project Manager will work closely with the City's Community
Development Department to identify the right personnel and determine the appropriate work schedule.
Full -Time Inspection Services 4 Available Two Days or Less
4LEAF can provide full-time inspectors upon request. We provide this service regularly to many clients
throughout Northern California, Central Coast, Southern California, Sacramento Valley, Peninsula/South Bay,
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 19
Section 3: Services Understanding September 8, 2022
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Services Offered
Periodic Inspection Services -i Available Next Day
4LEAF can fulfill inspection requests immediately upon request, including same day. Our firm has a wealth of
local and available inspectors ready to serve the City's inspection needs. In addition, 4LEAF has a proven track
record of providing such services to hundreds of municipal departments throughout the country. Once a request
is made for staff/project needs, we will do our best to fulfill it within 24 hours of communication.
Part -Time Inspection Services 4 Available Next Day
4LEAF will provide the City with part-time inspectors upon request. We can provide part-time staff within 24
hours of request for any duration of time. Our Project Manager will work closely with the City's Community
Development Department to identify the right personnel and determine the appropriate work schedule.
Full -Time Inspection Services 4 Available Two Days or Less
4LEAF can provide full-time inspectors upon request. We provide this service regularly to many clients
throughout Northern California, Central Coast, Southern California, Sacramento Valley, Peninsula/South Bay,
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 19
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
East Bay, North Bay, and Central Valley. Let us know your staff/project need and we will quickly and strategically
develop a plan of action.
Project -Specific Inspection Services --> Available Two Days or Less
4LEAF is often tasked with providing inspection services to large projects on behalf of municipalities. We
currently handle large-scale projects for such clients as the County of Los Angeles, City of Palo Alto, City of
Cupertino, etc. These projects are developer funded into a separate municipal account which is distributed to
4LEAF using a separate invoice and contract number. This is particularly helpful to fast paced projects looking for
continuous inspection services over a short period of time (i.e. 6 - 36 Months).
GoFormz
4LEAF will implement the GoFormz software for inspection requests. With gcgormz licenses owned by the City, 4LEAF's Administration team will prepare
inspection requests and inspection results documenting construction
activity. In addition, 4LEAF will be able to extract information and provide detailed monthly reports detailing the
construction activity. The reports will be detailed to identify contractors, subcontractors, work progress,
pictures, and a detailed explanation of the field activities.
GoFormz allows every piece of information collected on a project to be accessible
by all staff as every form is stored securely and safely in the Cloud. The
information can be accessed through a user's web account where they can view
any inspection report and run reports on project data.— The information can be
accessed through a user's web account where they can view any inspection report
and run reports on project data.
The inspector will be able to leave detailed notes under the inspections and observations box and
instantaneously attach pictures to the report to show the item inspected. The inspector will also be able to sign
the report by hand on the iPad through the mobile signature block and pictures taken from the iPad are stored
on the inspection document.
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 20
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
INSPECTION PERSONNEL
Below is a quick look into 4LEAF's on-call inspection database, which is made of qualified and quality team
members who are ready and able to take on the County's projects.
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 21
Section 3: Services Understanding September 8, 2022
ristopher Fowler, CBO, OSHPD A
I
Certified Building Official, OSHPD A, & 25 ICC Certifications
ent Hipsher, CBO, CASp
Certified Building Official, CASp, & 6 ICC Certifications
rnard Zipay, CBO
Certified Building Official, MCP, & 29 ICC Certifications
Rory Shortreed, OSHPD A
OSHPD A & ICC Commercial Building Inspector
Martin Scott, OSHPD A, DSA 1
OSHPD A, DSA 1 Certification, ICC Commercial Building Inspector
Mike Leontiades, CBO
Certified Building Official & 9 ICC Certifications
Michael Renner, CBO
Certified Building Official & 11 ICC Certifications
Brad Fliehmann, CBO
Certified Building Official & 18 ICC Certifications
Nick Henderson, CBO
Certified Building Official & 6 ICC Certifications
Peter Lim, CBO
Certified Building Official & 4 ICC Certifications
David Rashe, CBO, CASp
Certified Building Official, CASp, & 11 ICC Certifications
Gregory Soliz
22 ICC Certifications
Mark Hoadley
16 ICC Certifications
Dave Brakebill
13 ICC Certifications
Dave McGee
12 ICC Certifications
Jose Murillo
11 ICC Certifications
Mark Sherwood
10 ICC Certifications
Mark Hoadley
8 ICC Certifications
Wladyslaw Grobelny
8 ICC Certifications
Emilio Torres
8 ICC Certifications
Jerry Brown
8 ICC Certifications
Marcus Johnson
7 ICC Certifications
Bassem Kodeih
6 ICC Certifications
John Kuehl, CBO
6 ICC Certifications
Andrei Oustinov
6 ICC Certifications
Don Hutsell
5 ICC Certifications
Jose Murillo
4 ICC Certification
Chuck Venook
3 ICC Certifications
Jonah Canright
3 ICC Certifications
Jim Decker
3 ICC Certifications
George Cortez
3 ICC Certifications
Eric Pankratz
3 ICC Certifications
Reuben Cain
2 ICC Certifications
Steven Slaughter
2 ICC Certifications
Kyle Petersen
1 ICC Certification
Farshid Asaddehghan
1 ICC Certification
More than 150 Inspection Professionals Available
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 21
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
CODE ENFORCEMENT SERVICES
4LEAF has provided the City with experienced Code Enforcement Services since May of 2021. Specifically, the
City utilized the services of Mike Aguirre. Mike assisted in the transition as the City transitioned their Code
Enforcement Services from the Lodi Police Department to the Community Development Department. 4LEAF can
provide the City the following services:
Inspections
4LEAF can provide certified and qualified staff to perform Code
Enforcement inspections in a lawful manner that respects the reasonable
expectations of privacy and security of residents and their properties.
Inspections conducted will determine if conditions on the properties being
inspected are compliant with applicable sections of the current editions of
the International Property Maintenance Code, City Code, CA Building
Code, and any Code adopted by reference by the City of Lodi.
4LEAF staff will be qualified to verify that onsite conditions are consistent with the City's records for
development approvals, square footage, setbacks, heights, and other requirements that may be applicable.
4LEAF staff are qualified to do the following:
• Perform inspections for violations of Building Codes and Ordinances as adopted by the City.
• Research properties for prior approvals, permits, and general information relating to violations.
• Investigate and take necessary action when a violation of City Code exists, and consulting with City
Counsel as required when requested by the Code Enforcement Chief.
• Comply with the City's procedures for reporting inspection results and deficiencies.
• Using City inspection correction forms.
• Making appropriate entries in City records.
• Conduct follow-up inspections as needed.
• Notify the responsible parties of other agency approvals prior to closing a code enforcement action.
• Maintain records as needed for the efficient and effective operation of the City.
• Meet with members of the general public and City staff on a daily basis as needed.
Enforcement
4LEAF staff have the experience in working cooperatively with property
owners and other responsible parties to bring properties and/or conditions
into compliance with applicable bodies of law. Our team will be able to
determine when voluntary compliance is not forthcoming from property
owners or responsible parties. 4LEAF staff has experience in using
administrative processes including the issuance of administrative citations
to credibly establish at the administrative level that violations of law exist
on a property.
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 22
Section 3: Services Understanding September 8, 2022
4LEAF, INC.
ENGINEERING . CONSTRUCTION MANAGEMENT
PLAN CHECK. BUILDING INSPECTION. PLANNING
4LEAF Code Enforcement Officers have experience in writing criminal citations and in working with legal counsel
to assist in the successful prosecution of Code Enforcement cases either in criminal or civil court when
necessary.
CODE ENFORCEMENT PERSONNEL
Below is a quick look into 4LEAF's Code Enforcement database, which is made of qualified and quality team
members who are ready and able to take on the City's project. As you can see from this limited sample, we have
a team with years of experience and many varying certifications.
,o
Mike Aguirre
Senior Code Enforcement Officer
M.,
Adv. Code Enforcement Officer
Sean Flanagan
Senior Code Enforcement Officer
Adv. Code Enforcement Officer
Pamela Miller
Code Enforcement Officer/Inspector
PC832
Tina Chechourka
Code Enforcement Officer/Inspector
PC832
Tom Cervantes
Code Enforcement/Fire Inspector
PC832 Levels I, II, and III
Tim Nakashima
Code Enforcement Officer
PC832
Jose Murillo
Code Enforcement Officer/Inspector
PC832
Al Fasulo
Code Enforcement Officer
PC832
Nick Henderson, CBO
Code Enforcement Officer/Inspector
PC832
Doug Martin, CASp
Code Enforcement Officer/Inspector
POST PC832
Renee Souza
Code Enforcement Officer
Advanced CEO, PC832
Stuart Blakesley
Code Enforcement/Fire Plan Reviewer
PC832
Scott Wungluck, CBO
Code Enforcement/Senior Inspector
PC832
John Juarez
Senior Code Enforcement Officer
PC832
Justine Sidie
Code Enforcement Officer
PC832, CACEO Levels I, Il, and III
Rebecca Lauricella
Code Enforcement/Fire Inspector
PC832
Dave Nolta
Code Enforcement Officer/Inspector
PC832
Joe Pena
Code Enforcement Officer/Inspector
PC832
David Rashe, CBO
Code Enforcement Officer/Plans Examiner
PC832
Additional Code Enforcement Staff Available
CUSTOMER SERVICE
We hope the City will choose 4LEAF their Building and Safety Services consultant and through hard -work, we will
prove our value to your team. Our goal is for the City to view 4LEAF as an extension of your team. We will
communicate with your staff in the most positive customer service manner possible. Your account will be
managed by Joe Nicolas and Raylee Glasser, CBO. Both Joe and Raylee manage the majority of 4LEAF's Building
Department clients and understands the needs of your department and has expertise with inspection/plan
review staffing. Joe and Raylee will be available to discuss the technical details of plan review and engineering
consulting.
We anticipate a comfortable relationship where we can discuss needs and resolutions openly and honestly. You
will find 4LEAF's email, office phone, and cell phones on all of our business cards. Most importantly, we hope
this is the beginning of a long-lasting relationship. 4LEAF has an impeccable reputation of client retention.
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 23
Section 3: Services Understanding September 8, 2022
EXHIBIT B SEPTERMER 8, 2022
PROPOSAL TO PROVIDE
BUILDING INSPECTION DIVISION CONTRACT SERVICES
FOR THE
CITY OR LODI
4LEAF, INC.
ENGINEERING • CONSTRUCTION MANAGEMENT
PLAN CHECK • BUILDING INSPECTION • PLANNING
2022-2023 FEE SCHEDULE & BASIS OF CHARGES
For the City of Lodi
All Rates are Subject to Basis of Charges
PLAN REVIEW COST STRUCTURE NOTES
Plan Review Percentage: 70% Fee includes:
Structural Only: 40% ➢ Initial review and two (2) rechecks.
(Inclusive of all disciplines except, Fire and Civil which are Hourly charges apply after three (3) or
billed on an hourly basis.) more rechecks.
Hourly Plan Review: $120 Non -Structural Review
$135 Structural Review
STAFF AUGMENTATION SERVICES
➢ Shipping, courier, and electronic
service.
Chief Building Official......................................................................................................................
$150/hour
Senior Combination Building Inspector (Building Inspector III) ......................................................
$125/hour
Commercial Building Inspector (Building Inspector II)...................................................................
$115/hour
Residential Building Inspector (Building Inspector 1)......................................................................
$95/hour
CodeEnforcement..........................................................................................................................
$90/hour
Senior Code Enforcement...............................................................................................................
$105/hour
AdministrativeSupport...................................................................................................................
$65/hour
Permit Technician (Remote or Onsite)...........................................................................................
$70/hour
Senior Permit Technician (Remote or Onsite)................................................................................
$85/hour
Permit/Counter Manager...............................................................................................................
$105/hour
On -Site Plan Review Engineer.........................................................................................................
$155/hour
On -Site Non -Structural Plans Examiner..........................................................................................
$155/hour
CivilPlan Review.............................................................................................................................
$150/hour
FirePlan Examiner..........................................................................................................................
$150/hour
FireInspector I................................................................................................................................
$125/hour
FireInspector II...............................................................................................................................
$140/hour
Fire Prevention Officer....................................................................................................................
$150/hour
Fire Protection Engineer.................................................................................................................
$175/hour
PlanningTechnician........................................................................................................................
$80/hour
AssistantPlanner............................................................................................................................
$100/hour
Associate Planner............................................................................................................................
$120/hour
SeniorPlanner.................................................................................................................................
$140/hour
PrincipalPlanner.............................................................................................................................
$160/hour
Inspector of Record (including DSA or OSHPD)..............................................................................
$135/hour
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 32
Section 5: Fee Schedule and Basis of Charges September 8, 2022
4LEAF, INC.
ENGINEERING • CONSTRUCTION MANAGEMENT
PLAN CHECK • BUILDING INSPECTION • PLANNING
Public Works Inspector................................................................................................................... $150/hour
CASp Inspection/Review................................................................................................................. $155/hour
OSHPD Inspection/Review.............................................................................................................. $150/hour
Project Inspector/Inspector of Record........................................................................................... $135/hour*
ProjectManager............................................................................................................................. $150/hour
Director........................................................................................................................................... $180/hour
Principal-in-Charge.......................................................................................................................... $185/hour
Hourly overtime charge per inspector............................................................................................ 1.5 x hourly rate
Mileage (for inspections performed within the City)..................................................................... IRS Rate + 20%
*Rates will be communicated with the City Management at time of request. Rates will vary based on the
qualifications and experience of the personnel.
Larger complex plan reviews can be negotiated to achieve the best possible pricing. 4LEAF has a proven track
record of working with municipalities to provide expedited reviews with special discounted pricing when
applicable.
BASIS OF CHARGES
Rates are inclusive of "tools of the trade" such as forms, telephones, and consumables.
• All invoicing will be submitted monthly.
• Staff Augmentation work (excluding plan review) is subject to 4 -hour minimum charges unless stated
otherwise. Services billed in 4 -hour increments.
• Most plan reviews will be done in 10 business days or less and 5 business days or less for re -checks. This
is not inclusive of holidays or the day of the pick-up of plans.
• Expedited reviews will be billed at 2x the plan review fee listed in the fee schedule. Return time will be
within seven (7) days of receipt of the plans from the City.
• Plan review of deferred submittals & revisions will be billed at the hourly rates listed.
• All plan review services will be subject to a $250.00 minimum fee if percentage -based fee or two (2)
hour minimum charge if hourly rates apply.
• Larger complex plan reviews can be negotiated to achieve the best possible pricing.
• All plan review services will be subject to 2 -hour minimum fee.
• All plan review services are billed on a percentage basis and includes the initial review and 2 rechecks.
- Plan reviews will be billed on an hourly basis only after the initial review and 2 rechecks unless
otherwise agreed upon on a case-by-case basis.
- Fire and Civil Reviews are billed on an hourly basis and are not included in our plan review
percentage.
• 4LEAF assumes that these rates reflect the 2022-2023 contract period. 3% escalation for 2023-2024,
2024-2025, and 2025-2026 is negotiable per market conditions.
• Overtime and Premium time will be charged as follows:
- Regular time (work begun after 5AM or before 4PM) 1 x hourly rate
- Nighttime (work begun after 4PM or before 5AM) 1.125 x hourly rate
- Overtime (over 8 -hour M -F or Saturdays) 1.5 x hourly rate
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 33
Section 5: Fee Schedule and Basis of Charges September 8, 2022
4LEAF, INC.
ENGINEERING • CONSTRUCTION MANAGEMENT
PLAN CHECK • BUILDING INSPECTION • PLANNING
- Overtime (over 8 hours Sat or Vt 8 -hour Sun) 2 x hourly rate
- Overtime (over 8 hours Sun or Holidays) 3 x hourly rate
• Overtime will only be billed with prior authorization of the Director or other designated City personnel.
• All work with less than 8 hours rest between shifts will be charged the appropriate overtime rate.
• Mileage driven during the course of Inspections will be charged at cost plus 20%.
• Payment due on receipt. All payments over 30 days will be assessed a 1.5% interest charge.
• Client shall pay attorneys' fees, or other costs incurred in collecting delinquent amounts.
• Client agrees that 4LEAF's liability will be limited to the value of services provided.
• In accordance with California's Meal Break and Rest Break Law requirements, Client will be billed one (1)
additional hour per day at the regular rate for each missed meal or rest break due to Client -directed
tasks or requirements. Client should allow 4LEAF's non-exempt, hourly employees the opportunity to
take their entitled rest and meal breaks during each work shift.
• If 4LEAF is requested or otherwise required to conform to Client's alternative work week schedule
("AWW"), Client hereby agrees to compensate or reimburse 4LEAF for all overtime paid to its employees
who work an AWW.
If 4LEAF's affected employment group approves an AWW election and the same is registered, the overtime
compensation/reimbursement shall not be required
Proposal to Provide Building Inspection Division Contract Services to the City of Lodi Page 34
Section 5: Fee Schedule and Basis of Charges September 8, 2022
i
EXHIBIT C
NOTE: The City of Lodi is now using the online insurance program PINS Advantage. Once you have been awarded a
contract you will receive an email from the City's online insurance program requesting you to forward the email to your
insurance provider(s) to submit the required insurance documentation electronically
Insurance Requirements for Design Professionals-Architects/Engineers
Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages
to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the
Contractor, his agents, representatives, employees or subcontractors.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including
products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than
$2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this
project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto or if Contractor has no owned autos, then hired, and non -
owned autos with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit
of no less than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limits not less than
$2,000,000 per occurrence or claim.
Other Insurance Provisions:
(a) Additional Named Insured Status
The City of Lodi, its elected and appointed boards, commissions, officers, agents, employees, and volunteers are to be covered
as additional insureds on the CGL and auto policy with respect to liability arising out of work or operations performed by or on
behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations. General
liability coverage can be provided in the form of an endorsement to the Contractor's insurance (at least as broad as ISO Form
CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a
later edition is used
(b) Primary and Non -Contributory Insurance Endorsement
The limits of insurance coverage required may be satisfied by a combination of primary and umbrella or excess insurance. For
any claims related to this contract, the Contractor's insurance coverage shall be primary coverage at least as broad as ISO CG
20 01 04 13 as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained
by the Entity, its officers, officials, employees, or volunteers shall be excess of the Contractor's insurance and shall not contribute
with it.
(c) Waiver of Subrogation Contractor hereby grants to City of Lodi a waiver of any right to subrogation which any insurer of said
Contractor may acquire against the City of Lodi by virtue of the payment of any loss under such insurance. Contractor agrees to
obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether
or not the City of Lodi has received a waiver of subrogation endorsement from the insurer
NOTE: (1) The street address of the CITY OF LODI must be shown along with (a) and (b) and (c) above: 221 West Pine Street,
Lodi, California, 95240; (2) The insurance certificate must state, on its face or as an endorsement, a description of therp oiect
that it is insuring.
(d) Severability of Interest Clause
The term "insured" is used severally and not collectively, but the inclusion herein of more than one insured shall not operate to
increase the limit of the company's liability under the Contractors commercial general liability and automobile liability policies.
(e) Notice of Cancellation or Change in Coverage Endorsement
This policy may not be canceled nor the coverage reduced by the company without 30 days' prior written notice of such
cancellation or reduction in coverage to the Risk Manager, City of Lodi, 221 West Pine St., Lodi, CA 95240.
Page 1 1 of 2 pages I Risk: rev. 3/1/2018
(f) Continuity of Coverage
All policies shall be in effect on or before the first day of the Term of this Agreement. At least thirty (30) days prior to the expiration
of each insurance policy, Contractor shall furnish a certificate(s) showing that a new or extended policy has been obtained which
meets the minimum requirements of this Agreement. Contractor shall provide proof of continuing insurance on at least an annual
basis during the Term. If Contractor's insurance lapses or is discontinued for any reason, Contractor shall immediately notify the
City and immediately obtain replacement insurance. Contractor agrees and stipulates that any insurance coverage provided to the
City of Lodi shall provide for a claims period following termination of coverage which is at least consistent with the claims period or
statutes of limitations found in the California Tort Claims Act (California Government Code Section 810 et seq.).
(g) Failure to Comply
If Contractor fails or refuses to obtain and maintain the required insurance, or fails to provide proof of coverage, the City may obtain
the insurance. Contractor shall reimburse the City for premiums paid, with interest on the premium paid by the City at the maximum
allowable legal rate then in effect in California. The City shall notify Contractor of such payment of premiums within thirty (30) days
of payment stating the amount paid, the name(s) of the insurer(s), and rate of interest. Contractor shall pay such reimbursement
and interest on the first (1st) day of the month following the City's notice. Notwithstanding any other provision of this Agreement,
if Contractor fails or refuses to obtain or maintain insurance as required by this agreement, or fails to provide proof of insurance,
the City may terminate this Agreement upon such breach. Upon such termination, Contractor shall immediately cease use of the
Site or facilities and commence and diligently pursue the removal of any and all of its personal property from the site or facilities.
(h) Verification of Coverage
Consultant shall furnish the City with a copy of the policy declaration and endorsement page(s), original certificates and
amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates
and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required
documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to
require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at
any time. Failure to exercise this right shall not constitute a waiver of the City's right to exercise after the effective
date.
(i) Self -Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability
to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall
provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(j) Insurance Limits
The limits of insurance described herein shall not limit the liability of the Contractor and Contractor's officers, employees, agents,
representatives or subcontractors. Contractor's obligation to defend, indemnify and hold the City and its officers, officials,
employees, agents and volunteers harmless under the provisions of this paragraph is not limited to or restricted by any requirement
in the Agreement for Contractor to procure and maintain a policy of insurance.
(k) Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and
Consultant shall ensure that City is an additional insured on insurance required from subcontractors
(1) Claims Made Policies
If any of the required policies provide coverage on a claims -made basis:
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the
contract of work.
3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior
to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after
completion of contract work.
(m) Qualified Insurer(s)
All insurance required by the terms of this Agreement must be provided by insurers licensed to do business in the State of
California which are rated at least "A-, VI" by the AM Best Ratings Guide, and which are acceptable to the City. Non -admitted
surplus lines carriers may be accepted provided they are included on the most recent list of California eligible surplus lines
insurers (LESLI list) and otherwise meet City requirements.
Page 2 1 of 2 pages
Risk: rev. 3/1/2018
AGREEMENT FOR PROFESSIONAL SERVICES
ARTICLE 1
PARTIES AND PURPOSE
Section 1.1 Parties
THIS AGREEMENT is entered into on 2022, by and between
the CITY OF LODI, a municipal corporation (hereinafter "CITY"), and INTERWEST
CONSULTING GROUP, INC., a Colorado corporation (hereinafter "CONTRACTOR").
Section 1.2 Purpose
CITY selected the CONTRACTOR to provide the services required in
accordance with attached Scope of Services, Exhibit A, attached and incorporated by
this reference.
CITY wishes to enter into an agreement with CONTRACTOR for Building Codes
Plans Examining, Building Codes Inspection, Fire Codes Plans Examining, Fire Codes
Inspection, and Code Enforcement Services (hereinafter "Project") as set forth in the
Scope of Services attached here as Exhibit A. CONTRACTOR acknowledges that it is
qualified to provide such services to CITY.
ARTICLE 2
SCOPE OF SERVICES
Section 2.1 Scope of Services
CONTRACTOR, for the benefit and at the direction of CITY, shall perform the
Scope of Services as set forth in Exhibit A.
Section 2.2 Time For Commencement and Completion of Work
CONTRACTOR shall commence work pursuant to this Agreement, upon receipt
of a written notice to proceed from CITY or on the date set forth in Section 2.6,
whichever occurs first, and shall perform all services diligently and complete work under
this Agreement based on a mutually agreed upon timeline or as otherwise designated in
the Scope of Services.
CONTRACTOR shall submit to CITY such reports, diagrams, drawings and other
work products as may be designated in the Scope of Services.
CONTRACTOR shall not be responsible for delays caused by the failure of CITY
staff to provide required data or review documents within the appropriate time frames.
The review time by CITY and any other agencies involved in the project shall not be
counted against CONTRACTOR's contract performance period. Also, any delays due to
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weather, vandalism, acts of God, etc., shall not be counted. CONTRACTOR shall
remain in contact with reviewing agencies and make all efforts to review and return all
comments.
Section 2.3 Meetings
CONTRACTOR shall attend meetings as may be set forth in the Scope of
Services.
Section 2.4 Staffing
CONTRACTOR acknowledges that CITY has relied on CONTRACTOR's
capabilities and on the qualifications of CONTRACTOR's principals and staff as
identified in its proposal to CITY. The Scope of Services shall be performed by
CONTRACTOR, unless agreed to otherwise by CITY in writing. CITY shall be notified
by CONTRACTOR of any change of Project Manager and CITY is granted the right of
approval of all original, additional and replacement personnel at CITY's sole discretion
and shall be notified by CONTRACTOR of any changes of CONTRACTOR's project staff
prior to any change.
CONTRACTOR represents it is prepared to and can perform all services within
the Scope of Services (Exhibit A) and is prepared to and can perform all services
specified therein. CONTRACTOR represents that it has, or will have at the time this
Agreement is executed, all licenses, permits, qualifications, insurance and approvals of
whatsoever nature are legally required for CONTRACTOR to practice its profession, and
that CONTRACTOR shall, at its own cost and expense, keep in effect during the life of
this Agreement all such licenses, permits, qualifications, insurance and approvals, and
shall indemnify, defend and hold harmless CITY against any costs associated with such
licenses, permits, qualifications, insurance and approvals which may be imposed against
CITY under this Agreement.
Section 2.5 Subcontracts
Unless prior written approval of CITY is obtained, CONTRACTOR shall not enter
into any subcontract with any other party for purposes of providing any work or services
covered by this Agreement.
Section 2.6 Term
The term of this Agreement commences on November 1, 2022 and terminates
upon the completion of the Scope of Services or on October 31, 2024, whichever occurs
first.
PJ
ARTICLE 3
COMPENSATION
Section 3.1 Compensation
CONTRACTOR's compensation for all work under this Agreement shall conform
to the provisions of the Fee Proposal, attached hereto as Exhibit B and incorporated by
this reference.
CONTRACTOR shall not undertake any work beyond the scope of this
Agreement unless such additional work is approved in advance and in writing by CITY.
Section 3.2 Method of Payment
CONTRACTOR shall submit invoices for completed work on a monthly basis, or
as otherwise agreed, providing, without limitation, details as to amount of hours,
individual performing said work, hourly rate, and indicating to what aspect of the Scope
of Services said work is attributable. CONTRACTOR's compensation for all work under
this Agreement shall not exceed the amount of the Fee Proposal.
Section 3.3 Costs
The Fee Proposal shall include all reimbursable costs required for the
performance of the Scope of Services. Payment of additional reimbursable costs
considered to be over and above those inherent in the original Scope of Services shall
be approved in advanced and in writing, by CITY.
Section 3.4 Auditing
CITY reserves the right to periodically audit all charges made by CONTRACTOR
to CITY for services under this Agreement. Upon request, CONTRACTOR agrees to
furnish CITY, or a designated representative, with necessary information and assistance
needed to conduct such an audit.
CONTRACTOR agrees that CITY or its delegate will have the right to review,
obtain and copy all records pertaining to performance of this Agreement.
CONTRACTOR agrees to provide CITY or its delegate with any relevant information
requested and shall permit CITY or its delegate access to its premises, upon reasonable
notice, during normal business hours for the purpose of interviewing employees and
inspecting and copying such books, records, accounts, and other material that may be
relevant to a matter under investigation for the purpose of determining compliance with
this requirement. CONTRACTOR further agrees to maintain such records for a period of
three (3) years after final payment under this Agreement.
3
ARTICLE 4
MISCELLANEOUS PROVISIONS
Section 4.1 Nondiscrimination
In performing services under this Agreement, CONTRACTOR shall not
discriminate in the employment of its employees or in the engagement of any sub
CONTRACTOR on the basis of race, color, religion, sex, sexual orientation, marital
status, national origin, ancestry, age, or any other criteria prohibited by law.
Section 4.2 ADA Compliance
In performing services under this Agreement, CONTRACTOR shall comply with
the Americans with Disabilities Act (ADA) of 1990, and all amendments thereto, as well
as all applicable regulations and guidelines issued pursuant to the ADA.
Section 4.3 Indemnification and Responsibility for Damage
CONTRACTOR to the fullest extent permitted by law, shall indemnify and hold
harmless CITY, its elected and appointed officials, directors, officers, employees and
volunteers from and against any claims, damages, losses, and expenses (including
reasonable attorney's fees and costs), arising out of performance of the services to be
performed under this Agreement, provided that any such claim, damage, loss, or
expense is caused by the negligent acts, errors or omissions of CONTRACTOR, any
subcontractor employed directly by CONTRACTOR, anyone directly or indirectly
employed by any of them, or anyone for whose acts they may be liable, except those
injuries or damages arising out of the active negligence, sole negligence, or sole willful
misconduct of the City of Lodi, its elected and appointed officials, directors, officers,
employees and volunteers. CITY may, at its election, conduct the defense or participate
in the defense of any claim related in any way to this indemnification. If CITY chooses at
its own election to conduct its own defense, participate in its own defense, or obtain
independent legal counsel in defense of any claim related to this indemnification,
CONTRACTOR shall pay all of the costs related thereto, including without limitation
reasonable attorney fees and costs. The defense and indemnification obligations
required by this Agreement are undertaken in addition to, and shall not in any way be
limited by the insurance obligations set forth herein.
Section 4.4 No Personal Liability
Neither the City Council, nor any other officer or authorized assistant or agent or
City employee shall be personally responsible for any liability arising under this
Agreement.
4
Section 4.5 Responsibility of CITY
CITY shall not be held responsible for the care or protection of any material or
parts of the work described in the Scope of Services prior to final acceptance by CITY,
except as expressly provided herein.
Section 4.6 Insurance Requirements for CONTRACTOR
CONTRACTOR shall take out and maintain during the life of this Agreement,
insurance coverage as set forth in Exhibit C attached hereto and incorporated by this
reference.
Section 4.7 Successors and Assigns
CITY and CONTRACTOR each bind themselves, their partners, successors,
assigns, and legal representatives to this Agreement without the written consent of the
others. CONTRACTOR shall not assign or transfer any interest in this Agreement
without the prior written consent of CITY. Consent to any such transfer shall be at the
sole discretion of CITY.
Section 4.8 Notices
Any notice required to be given by the terms of this Agreement shall be in writing
signed by an authorized representative of the sender and shall be deemed to have been
given when the same is personally served or upon receipt by express or overnight
delivery, postage prepaid, or three (3) days from the time of mailing if sent by first class
or certified mail, postage prepaid, addressed to the respective parties as follows:
To CITY: City of Lodi
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
Attn: Stephen Schwabauer
To CONTRACTOR: Interwest Consulting Group, Inc.
1613 Santa Clara Drive, Suite 100
Roseville, CA 95661
Attn: Paul Meschino
Section 4.9 Cooperation of CITY
CITY shall cooperate fully and in a timely manner in providing relevant
information it has at its disposal relevant to the Scope of Services.
Section 4.10 CONTRACTOR is Not an Employee of CITY
CONTRACTOR agrees that in undertaking the duties to be performed under this
Agreement, it shall act as an independent contractor for and on behalf of CITY and not
an employee of CITY. CITY shall not direct the work and means for accomplishment of
5
the services and work to be performed hereunder. CITY, however, retains the right to
require that work performed by CONTRACTOR meet specific standards without regard
to the manner and means of accomplishment thereof.
Section 4.11 Termination
CITY may terminate this Agreement, with or without cause, by giving
CONTRACTOR at least ten (10) days written notice. Where phases are anticipated
within the Scope of Services, at which an intermediate decision is required concerning
whether to proceed further, CITY may terminate at the conclusion of any such phase.
Upon termination, CONTRACTOR shall be entitled to payment as set forth in the
attached Exhibit B to the extent that the work has been performed. Upon termination,
CONTRACTOR shall immediately suspend all work on the Project and deliver any
documents or work in progress to CITY. However, CITY shall assume no liability for
costs, expenses or lost profits resulting from services not completed or for contracts
entered into by CONTRACTOR with third parties in reliance upon this Agreement.
Section 4.12 Confidentiality
CONTRACTOR agrees to maintain confidentiality of all work and work products
produced under this Agreement, except to the extent otherwise required by law or
permitted in writing by CITY. CITY agrees to maintain confidentiality of any documents
owned by CONTRACTOR and clearly marked by CONTRACTOR as "Confidential" or
"Proprietary", except to the extent otherwise required by law or permitted in writing by
CONTRACTOR. CONTRACTOR acknowledges that CITY is subject to the California
Public Records Act.
Section 4.13 Applicable Law, Jurisdiction, Severability, and Attorney's Fees
This Agreement shall be governed by the laws of the State of California.
Jurisdiction of litigation arising from this Agreement shall be venued with the San
Joaquin County Superior Court. If any part of this Agreement is found to conflict with
applicable laws, such part shall be inoperative, null, and void insofar as it is in conflict
with said laws, but the remainder of this Agreement shall be in force and effect. In the
event any dispute between the parties arises under or regarding this Agreement, the
prevailing party in any litigation of the dispute shall be entitled to reasonable attorney's
fees from the party who does not prevail as determined by the San Joaquin County
Superior Court.
6
Section 4.14 City Business License Requirement
CONTRACTOR acknowledges that Lodi Municipal Code Section 3.01.020
requires CONTRACTOR to have a city business license and CONTRACTOR agrees to
secure such license and pay the appropriate fees prior to performing any work
hereunder.
Section 4.15 Captions
The captions of the sections and subsections of this Agreement are for
convenience only and shall not be deemed to be relevant in resolving any question or
interpretation or intent hereunder.
Section 4.16 Integration and Modification
This Agreement represents the entire understanding of CITY and
CONTRACTOR as to those matters contained herein. No prior oral or written
understanding shall be of any force or effect with respect to those matters covered
hereunder. This Agreement may not be modified or altered except in writing, signed by
both parties.
Section 4.17 Contract Terms Prevail
All exhibits and this Agreement are intended to be construed as a single
document. Should any inconsistency occur between the specific terms of this
Agreement and the attached exhibits, the terms of this Agreement shall prevail.
Section 4.18 Severability
The invalidity in whole or in part of any provision of this Agreement shall not void
or affect the validity of any other provision of this Agreement.
Section 4.19 Ownership of Documents
All documents, photographs, reports, analyses, audits, computer media, or other
material documents or data, and working papers, whether or not in final form, which
have been obtained or prepared under this Agreement, shall be deemed the property of
CITY. Upon CITY's request, CONTRACTOR shall allow CITY to inspect all such
documents during CONTRACTOR's regular business hours. Upon termination or
completion of services under this Agreement, all information collected, work product and
documents shall be delivered by CONTRACTOR to CITY within ten (10) calendar days.
CITY agrees to indemnify, defend and hold CONTRACTOR harmless from any
liability resulting from CITY's use of such documents for any purpose other than the
purpose for which they were intended.
7
Section 4.20 Authority
The undersigned hereby represent and warrant that they are authorized by the
parties to execute this Agreement.
Section 4.21 Federal Transit Funding Conditions
❑ If the box at left is checked, the Federal Transit Funding conditions attached as
Exhibit D apply to this Agreement. In the event of a conflict between the terms of this
Agreement or any of its other exhibits, and the Federal Transit Funding Conditions, the
Federal Transit Funding Conditions will control.
Section 4.22 Counterparts and Electronic Siqnatures
This Agreement and other documents to be delivered pursuant to this Agreement
may be executed in one or more counterparts, each of which will be deemed to be an
original copy and all of which, when taken together, will be deemed to constitute one and
the same agreement or document, and will be effective when counterparts have been
signed by each of the parties and delivered to the other parties. Each party agrees that
the electronic signatures, whether digital or encrypted, of the parties included in this
Agreement are intended to authenticate this writing and to have the same force and
effect as manual signatures. Delivery of a copy of this Agreement or any other document
contemplated hereby, bearing an original manual or electronic signature by facsimile
transmission (including a facsimile delivered via the Internet), by electronic mail in
"portable document format" (".pdf") or similar format intended to preserve the original
graphic and pictorial appearance of a document, or through the use of electronic
signature software will have the same effect as physical delivery of the paper document
bearing an original signature.
8
Section 4.22 Counterparts and Electronic Signatures
This Agreement and other documents to be delivered pursuant to this Agreement
may be executed in one or more counterparts; each of which will be deemed to be an
original copy and all of which, when taken together, will be deemed to constitute one and the
same agreement or document. and will be effective when counterparts have been signed by
each of the parties and delivered to the other parties. Each party agrees that the electronic
signatures. whether digital or encrypted, of the parties included in this Agreement are
intended to authenticate this writing and to have the same force and effect as manual
signatures. Delivery of a copy of this Agreement or any other document contemplated
hereby, bearing an original manual or electronic signature by facsimile transmission
(including a facsimile delivered via the Internet), by electronic mail in "portable document
format" (".pdf') or similar format intended to preserve the original graphic and pictorial
appearance of a document, or through the use of electronic signature software will have the
same effect as physical delivery of the paper document bearing an original signature.
IN WITNESS WHEREOF, CITY and CONTRACTOR have executed this
Agreement as of the date first above written.
ATTEST:
OLIVIA NASHED
City Clerk
APPROVED AS TO FORM:
JANICE D. MAGDICH, City Attorney
0
CITY OF LODI, a municipal corporation
STEPHEN SCHWABAUER
City Manager
INTERWEST CONSULTING GROUP. INC., a
Colorado corporation
By:
Name
Title:
Paul Meschino
President
Attachments:
Exhibit A - Scope of Services
Exhibit B - Fee Proposal
Exhibit C - Insurance Requirements
Exhibit ❑ - Federal Transit Funding Conditions (if applicable)
Funding Source: 27081000.72450 & 10061000.72450
(Business Unit & Account No.)
016M11
CA: Rev.o9.2022. LT
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City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
Ability to Perform Scope of Services
Interwest has extensive experience and a proven track record of seamlessly integrating building plan review,
building inspection, building official services, and community development technician services as -needed, in a
cost-effective manner. Our services consist of providing a single staff member or a complete team. We tailor our
staff to fit your specific needs. We have previously provided building plan checkers, building inspectors, building
official, and community development technician services to the City and have performed numerous plan reviews for
a variety of project types.
What the City Can Expect from their Interwest Team
We are very familiar with the City's processes, local concerns, expected turnaround times, and the level of
service required to continue providing outstanding support to the Building Safety Department. This in-depth
understanding and insight into the City's preferences makes us uniquely qualified to continue providing these
services without a "getting to know you" phase that can sometimes lead to service interruptions. Our staff's quality
and training, combined with our proven business practices and a core commitment to customer satisfaction,
ensure each client receives the highest levels of contract performance, professionalism, and responsiveness in
the industry. All Interwest Team Members will:
• Wear/display proper identification.
• Possess/maintain the licenses/certifications required to perform compliant plan reviews, building inspection
and permitting services.
• Be knowledgeable of design principles, local zoning, and topographical site plans.
• Remain proficient and knowledgeable of federal, state, and local laws, rules, regulations, directives, codes,
and ordinances applicable to their work.
• Offer exemplary customer service while performing their duties and interacting with City staff, elected and
appointed officials, construction firms, and the public.
• Attend meetings as required by the City.
• Always exhibit professional and courteous conduct and an appropriate appearance during interactions.
• Meet all job safety requirements and OSHA safety standards.
Project Management Approach
Our project management approach begins with applying
our Plan, Execute, Control, Optimize (PECO) philosophy.
The PECO framework, illustrated to the right, is based on
our team's experience and industry best practices endorsed
by the Project Management Institute. We identify, prioritize,
allocate, manage, and control the work requirements through
this singular, integrated method.
Using the PECO framework illustrated to the right, the
Interwest team delivers a project management approach that
combines the right people, processes, and tools to perform
the Scope of Services requirements. Our support for the City
requires a methodology to operate and maintain all areas of
service efficiently. The Interwest team's process is structured
to streamline our resources and provide responsive services.
Successful execution of building support services starts with
a responsive team structure that can anticipate and address
resource needs.
Our team works on multiple tasks simultaneously, and our
organizational structure supports the staff in overseeing this
process effectively.
Approach to Communication & Coordination
City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
UPLANCIO
o
a\�GG ^\-�V
%0direct
coordination
OPTIMIZE<...........................................y EXECUTE
a\�a
0 0
o/
CONTROL a��e
The PECO framework delivers a
contract management approach
that combines the right people,
processes, and tools to perform
contract work.
One of the keys to the efficient and successful flow of information is clear, effective communication. Everyone
involved with a contract of this size and scope must be aware of changes, progress, and challenges. We commit
to working with you to determine the best ways to communicate the right information to the right people at the
right time. Our priority is to ensure the best possible experience working with our team—with minimum impact
on the City and its citizens. Meetings are an integral part of the plan, especially at contract start-up, and involve
all applicable staff from the City and Interwest. Everyone involved must be aware of progress and changes they
can expect going forward. We will prepare communications that can be shared with all City staff, detailing what
to expect during contract transition and moving forward. We work with you to develop a schedule and format
to meet your needs for aggregate reporting. Report formats may include monthly, quarterly, and annual reports
summarizing activity levels,
adherence to performance
metrics, and other items of
special interest to the City.
We ensure our work effort
is clearly communicated
to the City throughout the
contract's life, adjusting as
necessary. The graphic to
the right is a summary of our
communication plan.
7
Inderrfrcalinn arrd
selection of
metrics and
information to be
provided
Selection of
Pr Frvy r Fd
mechanism to
share
information
(charts, reports,
emails, etc.)
City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
Plan Review Services
All plans examination services will be performed by a qualified Plans Examiner. For more complex projects and
when needed to meet peak workload demands, additional support will be provided from our other regional
offices. Our plans examiners understand and are intimately familiar with applicable building codes and plan
review procedures and policies and will readily assist with solutions to complicated plan review issues.
Our staff will work with project applicants in a collaborative and professional manner to quickly identify and
resolve violations of codes, standards, or local ordinances. They will provide thorough plan reviews in an effort
to ensure complete and accurate construction documents to minimize questions and problems during the
construction phase of projects.
Technical Capabilities in Plan Check Areas
Interwest staff possesses significant technical capabilities
in all areas of plans examination competence. Plans
examiners are licensed engineers or otherwise qualified
Plans Examiners with extensive experience providing
plan review services. Plans examination activities will be
performed under the direction of a California -licensed
professional engineer and/or licensed architect. Our staff
will conduct an accelerated plan review on an as -needed
basis as requested by the Building Official.
Non -Structural Life Safety
Interwest's non-structural plans examiners furnish 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 CASA certified. Completed plan review
projects range from single -story residential projects to
complex 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 codes:
• Wood
• Masonry
• Heavy Timber/Timber Frame
• Concrete
• Structural Steel
• Cold -Formed Steel Framing
• Straw Bale
• Rammed Earth
• Aluminum
City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
Structural
Our California -licensed Structural Engineers have experience designing and reviewing projects utilizing virtually
all building materials:
• Wood • Cold -Formed Steel Framing
• Masonry • Straw Bale
• Heavy Timber / Timber Frame • Rammed Earth
• Concrete • Aluminum
• Structural Steel
Our engineers have designed or reviewed a wide array of lateral force resisting systems including:
• Steel Moment Frames
• Buckling Restrained Braced
Frames
• Eccentric Braced Frames
• Concentric Braced Frames
• Concrete Moment Frames
• Wood Shearwall Systems
• Masonry Shearwall Systems
• Concrete Shearwall Systems
• Cantilevered Column Systems
• Various Proprietary Lateral
Force Resisting Systems
Our structural engineers are experienced with the provisions of most model codes including, but not limited to,
current versions of:
• CCR Title 24, Part 2, Volume 2
• 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 Requirements for Existing
Building
Mechanical, Plumbing & Electrical
Interwest's California -licensed Mechanical and Electrical Engineers are well -versed in the application of California
Mechanical, Plumbing, Electrical, Energy, and Green Building Standards Codes:
City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
• R Title 24, Part 2, Volume 2 • ANSI / AF&PA NDS for wood • CA Existing Building Codes
• AISC 341, 358 and 360 framing • NEHRP Requirements for Existing
• ASCE 7 • ACI 318 Building
• ASCE 41 • ACI 530 / TMS 402/602
• AISI Standards for Cold Formed CA Historic Building Codes
Steel
Energy Compliance
Our engineers and plan reviewers are up-to-date on all California Energy requirements as they relate to both
new and remodel construction on large residential and commercial projects. The Energy Efficiency Standards
for Residential and Nonresidential Buildings were established in 1978 in response to a legislative mandate to
reduce California's energy consumption. These standards are updated periodically to allow consideration and
possible incorporation of new energy efficiency technologies and methods.
Green Building Standards
Our staff is familiar with the incorporation of CALGreen building criteria into project designs and the resulting
potential impact as related to the building codes. In addition, staff members have participated in the development
of various "green" standards for super adobe, rammed earth, and straw bale construction, to name a few.
LEED
Developed by the US Green Building Council (USGBC), LEED provides building owners and operators a
framework for identifying and implementing measurable green building design, construction, operations, and
maintenance solutions. LEED certification consists of a number of different rating systems that apply to many
building types—commercial as well as residential and measures how well a building performs across many
sustainability metrics, including: energy savings, water efficiency, CO2 emissions reduction, improved indoor
environmental quality, and stewardship of resources and sensitivity to their impacts.
Access Compliance — CASp Review
All of Interwest's 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
goal is to provide experts in the industry who can perform services for building departments by customizing
our services to correspond with our client's expectations and needs. We work collaboratively with our clients to
resolve plan review and inspection -related issues as efficiently as possible, ultimately resulting in an expedited
process and successful project.
Ourarchitects and plans examiners are fullytrained and familiarwith CA Building Code Accessibility requirements
and ADA compliance regulations and are available for plan review and/or evaluations and consultation. We offer
support to municipalities for compliance enforcement and/or developing a transition plan towards compliance,
and successfully partner with the disabled community to address the needs and requirements of both entities.
We can assist our clients in interpreting various issues relating to access compliance, such as access compliance
obligations, transition planning, construction costs, construction phasing, code 'interpretation,' hardship, and
code changes.
• California Fire Code (CFC)
• California Building Code (CBC)
• Local amendments and policies
related to the CFC and CBC
• Adopted National Fire Protection
Standards
• California Health and Safety Code
• Appropriate listings (CSFM, U.L., etc.)
for common systems and materials
• Fire Department Standards
National Fire Protection Referenced
Standards pursuant to the above
Codes
• Municipal, State or Federal regulations
enforced by Fire Departments and
Fire Districts
City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
Flood Zones
Interwest's staff of engineers and plans examiners have experience in providing plan reviews for projects
located in flood zones, as several of our clients have developments that occur in areas prone to flooding.
Interwest's staff has provided numerous plan reviews for projects located in flood zones using FEMA's Technical
Bulletins as well as the local jurisdiction's ordinances. In addition, members of Interwest's staff have participated
in state-sponsored committees to establish guideline and regulations for construction in areas designated as
flood zones.
OSHPD 3
Our staff of plans examiners has extensive experience in providing plan reviews for OSHPD 3 projects. Our
staff is well versed with the OSHPD 3 requirements contained in the California Building Code. We also have
OSHPD-certified inspectors available on an as -needed basis.
Fire Code Plan Review
We have a complete staff of experienced and licensed professional fire protection plans examiners and
inspectors for your fire life safety needs. Our staff can check plans for compliance with all applicable fire code
and standard requirements, including but not limited to the following: ICC Fire Code, Uniform Fire Code,
California Fire Code, Life Safety Code, NFPA standards, and your local/regional amendments.
Our Fire Plans Examiners and Inspectors are well versed in the use and application of the following model
codes, standards, and regulations:
Code Interpretations
Code interpretations are subject to final review and approval by the Chief Building Official or City designated
staff. Interwest's engineers and plans examiners will provide unbiased recommendations and background
information to help the Building Official or Fire Marshal make an informed decision. All plan review comments
are subject to review and approval by the City Building Department.
Transporting Plans
Interwest Consulting Group will arrange for all pick-up and delivery of plan
ELECTRONIC
review documents from the City at no cost. Interwest uses varied methods of
PLAN REVIEWS
pick-up and delivery with the goal of providing same-day service.
Special Projects and Accelerated Services
SUBMIT PLAN
Interwest is able to accommodate special project plan review needs such as fast-
ELECTRONICALLY
track, multi -phased, or accelerated plan reviews. We establish project -specific
turnaround goals and procedures with City staff for these types of projects
based on the complexity of the projects as well as the construction schedule.
REVIEW AND
Our staff of engineers and plans examiners will work with the City to resolve all
PRESCREENING
plan review issues. Our staff will deal directly with applicants and their designers
PROCESS
during the plan review process to resolve all issues in a collaborative manner to
resolve plan review issues as quickly as possible.
REVISE AND
Communicating Plan Review Results
RESUBMIT
APPROVE AND
PRINT PLANS
City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
Plan reviews, when not immediately approved, will result in lists of comments referring to specific details and
drawings and referencing applicable code sections. Interwest will provide the City with a clear, concise, and
thorough document from which clients, designers, contractors, and owners can work. At the completion of
each plan review cycle, Interwest will return an electronic and hard copy of the plan review comment list to the
designated applicant and City representative. Upon completion of the plan review, after all plan review issues
have been resolved, Interwest will provide two complete sets of all final documents annotated as "reviewed"
to the City for final approval.
On -Site Consultant Services & Meeting Attendance
Our staff is available for pre -construction or pre -design meetings, field visits, contacts with the design team,
and support for field inspection personnel as needed. With some reasonable limitations, pre -construction
and pre -design meetings associated with projects that we plan review are considered part of the plan review
service. Interwest's engineers and plans examiners will be available to meet with City staff, the design team,
applicants, and/or contractors, at the City's request, to discuss and resolve plan review and code -related issues.
We will be available within one (1) business day to respond to questions from the City that may be generated
during field inspections for each authorized plan check that
is subsequently issued a permit for construction. Voicemails,
e-mails, and faxes will be responded to as quickly as possible,
always within 24 hours.
Electronic Plan Check Services
Interwest currently provides electronic plan review services
for multiple jurisdictions throughout California, and we are
prepared to provide electronic plan checks for the City. We
are familiar with many electronic plan review platforms. More
and more jurisdictions are seeing the benefits of electronic
permit and plan check, especially for large, complex projects.
Electronic plan check services deliver many benefits to
municipalities, including substantially improved turnaround
times; instantaneous comments to the developer, applicant,
or architect; secured accessibility to documents; and
reduced paper storage. Our staff is experienced in providing
electronic plan reviews and can work closely with the City on
any electronic plan check software program that is utilized.
Our goal is always to collaborate with and support the
building department by providing thorough, accurate, and
timely plan reviews.
Plan Review Tracking Method & Billing Process
Our staff has experience working with most project tracking databases utilized by building departments. Our
staff will update electronic records and make project -related database entries as directed by the City. We will
create and maintain a Jurisdiction File containing our research on any unique amendments or specifications
required by your jurisdiction, billing arrangements, contact information, and any special requests you would like
us to keep in mind.
Interwest Consulting Group uses a custom-designed database to maintain and track all plans throughout the
review process from the moment you request a pick-up and/or shipment to delivery of the final, approved
documents. Information such as project name, City's project number, assigned plan reviewer(s), date documents
were received, plan review cycle and completion date for current review can be provided. In addition to standard
phone communication, custom reports can be emailed.
City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
Building Inspection Services
Building inspectors qualified to perform residential and commercial inspections can be made available as -
needed during normal business hours (40 hours/week). Inspectors can also be flexible to assist during special
off -hours by request with advance notice.
Assigned staff will perform inspection services, as needed, 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 and
fire codes. Our field inspection services will include site inspections and writing legible and understandable
correction and violation notices and field reports. In addition, we will be available to answer in-person or
telephone inquiries.
We understand that municipal codes are frequently updated, so we will ensure that the projects we are inspecting
are compliant with current code requirements. More specifically, we will ensure compliance with Title 24
California Building Codes, parts 1, 2, 2.5, 3, 4, 5, 6, 8, 9, 10, 11, and 12, covering structural, fire prevention, life
safety, disabled access, energy conservation, green building, plumbing, mechanical and electrical installations
in residential, commercial, industrial, existing and historic buildings.
Interwest's ICC / CASp certified inspectors have performed both building and fire inspection services on a wide
variety of construction projects including new residential developments, large custom homes, and commercial,
institutional, assembly, essential service buildings, and industrial projects. When necessary for large or fast-track
projects, multiple inspectors are available.
Interwest's inspectors will provide field inspections including site inspections of projects to verify conformance
with approved drawings and specifications, which will include review of the permit documents to verify that
onsite conditions are consistent with the approved documents for square footage, setbacks, heights, and any
other applicable conditions. At the completion of inspections, Interwest's inspectors will complete all necessary
City forms and documents as required to provide seamless service.
We understand that personality and customer service are crucial to on-the-job success; therefore, we have
selected inspectors who are well versed in customer service and skilled in dealing with people both at the public
counter and in the field. All inspection personnel assigned will be ICC and / or CASp certified as required.
Inspector Qualifications & Certifications
Interwest retains inspectors who are motivated to achieve the highest level of experience and certification. We
work hard to match your jurisdiction's level of safety and code compliance. All Interwest inspectors are ICC -
certified. Inspection personnel assigned will be able to read, understand and interpret construction plans, truss
drawings and calculations, prepare and maintain accurate records and reports, communicate effectively orally
and in writing and to work effectively with contractors, the public and general staff. Inspectors will possess
knowledge of approved and modern methods, materials, tools, and safety used in building inspection and the
most current building standards.
Vitural Inspections
Our staff has begun providing Remote Video Inspections (RVI), which allows for the inspection of a building
or building systems using already available video technology. RVI is intended to be a complete and thorough
inspection that meets the minimum requirements of the California Codes and local ordinances.
City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
Code Compliance & Enforcement
Code compliance and enforcement services are critical to maintaining property values and for attracting
new business and residents to the area. However, the building departments in many communities often use
unqualified personnel to perform code enforcement. Although well-intentioned, these employees may not be
fluent with the latest state, county, and local laws, ordinances, and amendments. Often, citations are issued
that end up in a dispute between the recipient and counter staff. Further, the revenue generated from code
enforcement does not cover the cost of the code enforcement officer's salary. The local government must fund
code enforcement as an investment in the community.
All Interwest Code Compliance Officers possess the appropriate certifications and registrations and have the
required experience to perform code enforcement duties. We keep our personnel up to date on the latest
laws and regulations that govern code enforcement. With their thorough knowledge and training in handling
disputes respectfully, they will be available to work with your citizens to provide further details about citations
or other related issues that surface.
Our employees understand the importance of coordination with your residents, staff, and other departments. As
a result, we exercise an appropriate level of professional judgment in resolving issues. We take an educational,
proactive, and non -confrontational approach.
An effective Code Enforcement Program improves property values and enhances the presentation to visitors
and business prospects. Interwest's Code Compliance Officers approach compliance issues proactively and rely
on education, two-way dialogue, and collaboration to achieve a higher percentage of code compliance than
that of a heavy-handed approach. Our Code Enforcement Program is customizable, so our Code Compliance
Officers will follow Lodi's City Council and staff's direction on how you would like the program to look.
We understand that codes and ordinances can be confusing as well as frustrating. For this reason, our Code
Compliance Officers take an educational and personalized approach to service delivery. We will work with
residents and business owners to achieve code compliance and reserve the issuance of code violations as a last
resort. We treat everyone with respect, whether it is City staff or community members. It is one of Interwest's
core values.
City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
We commit to performing all of the Code Enforcement Services responsibilities as outlined in the RFP. The
following are some of the deliverables the City can expect from their Interwest Code Compliance Officer:
RESPONSIBILITIES a DELIVERABLES
Actively patrol within the incorporated . Actively patrol within the incorporated boundaries
boundaries of the City of the City
Actively enforce Code Enforcement Codes . Actively enforce Code Enforcement Codes
Act as an educator of ordinances and regulations . Act as an educator of ordinances and regulations
Attends and make presentations to the Mayor
and Council when requested by the City
Manager
Prepare and maintain all reports, citations, and
other documents for action
Prepare and maintain all materials for any Court
Action to the Magistrate Court
Meet with the County Code Enforcement
personnel to prepare for court cases and attend
court sessions
Patrol assigned area to identify violations of
Ordinances
Responds to and investigate code violation
complaints
Contacts, informs, and warns residents of
identified violations and compliance deadlines
Issues Notice of Violations and follow-up letters
on violation of Ordinances
Follows up on identified violations to ensure
compliance
Work with Business License Clerk to ensure
businesses have the required license residents
in obtaining compliance with various ordinances
and laws
Maintain proper legal records and files with
various ordinances and laws
Keep daily logs of code enforcement activities
and submit an itemized monthly report of all
activities to the City Manager
Reports should be in electronic format where
appropriate
Reports to other agencies shall also be
submitted as required by law
• Attends and make presentations to the Mayor and
Council when requested by the City Manager
• Prepare and maintain all reports, citations, and
other documents for action
• Prepare and maintain all materials for any Court
Action to the Magistrate Court
• Meet with the County Code Enforcement
personnel to prepare for court cases and attend
court sessions
• Patrol assigned area to identify violations of
Ordinances
• Responds to and investigate code violation
complaints
• Contacts, informs, and warns residents of identified
violations and compliance deadlines
• Issues Notice of Violations and follow-up letters on
violation of Ordinances
• Follows up on identified violations to ensure
compliance
• Work with Business License Clerk to ensure
businesses have the required license residents in
obtaining compliance with various ordinances and
laws
• Maintain proper legal records and files with various
ordinances and laws
• Keep daily logs of code enforcement activities
and submit an itemized monthly report of all
activities to the City Manager
• Reports should be in electronic format where
appropriate
• Reports to other agencies shall also be
submitted as required by law
City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
The more effective and successful a code enforcement operation is in a community, the less apparent, intrusive,
and heavy-handed it will appear. A history of well -crafted and intended community standards, pursued with
an attitude of facilitating individuals in understanding the same benefits, yields conditions that become self-
sustaining. To that effect, our approach leads to the following:
• Improved staff operating efficiencies
• Current, real-time data available to staff and public
• Shorter processing times to gain code compliance
• Improved customer service and education
• Data storage and record-keeping automation
• Reduced complaints
• Increased overall resident and City staff satisfaction
Turnaround Schedule
We consistently complete plan reviews within the timeframes (or faster!) for the City of Lodi and we work hard
to accommodate any turn -around schedule desired. Multi -disciplinary reviews are typically performed in our
offices but we are available for onsite work when required and whenever possible. We understand both the
City and the project applicant are looking for quality reviews within a defined time frame.
Denise Reese, Project Manager, will be responsible for managing the time schedule and assuring schedule
compliance. Denise will also be in charge of resource allocation of our key personnel committed to the City
of Lodi. We can quickly fine-tune staff or staffing levels to match changes in activity to ensure a high level of
customer service is maintained. We have picked staff uniquely qualified and experienced to deliver the exact
services requested. In addition, we are skilled at assessing time commitments, developing an accurate work
plan and applying dedicated, professional personnel.
Plan Review Turnaround Schedule
Type of Job
Initial/1st Review
Re -Check
Residential
New Construction
10 Business Days
5 Business Days
Addition/Remodel
5 Business Days
5 Business Days
Commercial
New Construction
10 Business Days
5 Business Days
Addition/Remodel/Tenant Improvements
8 Business Days
5 Business Days
Large Complex Commercial Projects
Turnaround Time Negotiated on a Project -by -Project
Basis
Residential Solar PV
3-4 Business Days
2-3 Business Days
Please note: Interwest is also able to accommodate special project plan review needs, such as fast-
track or expedited reviews. We establish specific turnaround goals and procedures with jurisdiction
staff for these types of projects.
City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
Quality Control/ Quality Assurance
Interwest prides itself in meeting clients' needs while maintaining a high level of quality control. Our approach
is proactive—we prevent quality issues to the greatest extent possible
and prepare for other situations in advance by mitigating risk. To ensure�.�
quality, Interwest has implemented a Quality Assurance/Quality Control
ym� rya IDENTIFY?r
(QA/QC) program where our Project Manager performs random quality
evaluations of our staff throughout the year. Interwest's QA/QC activities
include:
g�s�
Standardized processes for intake,
correspondence, review comment
consistency and client satisfaction
municipality's system).
completion of returned work, email
letters, and other items to ensure
e.g., logging review data into each
Our Project Manager conducts periodic reviews to ensure completeness,
accuracy, and consistency of work performed.
• Periodic peer review of others' plan reviews.
PLAN ASSESS
IMPACT
ro s¢�o �4�aga�
r rJj� `'
ANALYZE �'`�
• Staff feedback as necessary for any discrepancies or improvements needed.
• Staff is paid to attend both internal and external training to grow professionally and improve skill sets.
• Account Manager conducts periodic check -ins with clients for feedback on satisfaction with work performed
and services provided.
• Sending periodic customer satisfaction surveys for feedback on work performed and services provided.
• Interwest uses both check -ins and surveys to find possible opportunities to improve client satisfaction,
work performed, and services provided, as necessary.
• Given Interwest's comprehensive approach to management and plan review, the probability of risk is low.
As part of our QA/QC process, we ensure that Interwest standards are met. We involve the City in the entire
process to maintain transparency.
Fee Schedule
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City of Lodi, California I Request for Proposals
Building Inspection Division Contract Services
Fee Schedule
Beginning on the 1st anniversary of the Effective Date of the Agreement and annually thereafter, the hourly
rates listed below shall be automatically increased based upon the annual increase in the Department of Labor,
Bureau of Labor Statistics or successor thereof, Consumer Price Index (United States City Average, All Items
(CPI -U), Not Seasonally adjusted, All Urban Consumers, referred to herein as the "CPI"), unless a mutually
agreed upon rate increase is established. Such increase shall not exceed 5% per annum. The increase will
become effective upon publication of the applicable CPI data. If the index decreases, the rates listed shall
remain unchanged.
Plan Review Services
Residential
70% of City's Plan Review Fee*
Small Commercial (< $5 million)
65% of City's Plan Review Fee*
Large Commercial (> $5 million)
60% of City's Plan Review Fee*
Structural Only Plan Review
50% of City's Plan Review Fee*
Architectural/MEP Only Plan Review
35% of City's Plan Review Fee*
Expedited Plan Review
1.5 x % fee above OR hourly rate below
Hourly Plan Review, including plan review of
deferred submittals, revisions to the approved
plans, and subsequent reviews after 3rd review
$140/hr - Licensed Plan Check Engineer/Architect
$130/hr - ICC Senior Plans Examiner
$110/hr -ICC Plans Examiner
Civil Plan Review
$150/hr
Fire Protection Engineer
$145/hr
Senior Fire Plans Examiner
$125/hr
Fire Plans Examiner
$110/hr
Roof Mounted - Residential Solar Plan Review
$165 Flat Fee
Ground Mounted - Residential Solar Plan Review
$330 Flat Fee
*Percentage of Fee Plan Review only covers 3 review cycles (1 initial review and 2 rechecks) and does not
include civil and fire plan review. Civil and Fire Plan Review will be provided as hourly plan review.
i
EXHIBIT C
NOTE: The City of Lodi is now using the online insurance program PINS Advantage. Once you have been awarded a
contract you will receive an email from the City's online insurance program requesting you to forward the email to your
insurance provider(s) to submit the required insurance documentation electronically
Insurance Requirements for Design Professionals-Architects/Engineers
Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages
to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the
Contractor, his agents, representatives, employees or subcontractors.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including
products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than
$2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this
project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto or if Contractor has no owned autos, then hired, and non -
owned autos with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit
of no less than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limits not less than
$2,000,000 per occurrence or claim.
Other Insurance Provisions:
(a) Additional Named Insured Status
The City of Lodi, its elected and appointed boards, commissions, officers, agents, employees, and volunteers are to be covered
as additional insureds on the CGL and auto policy with respect to liability arising out of work or operations performed by or on
behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations. General
liability coverage can be provided in the form of an endorsement to the Contractor's insurance (at least as broad as ISO Form
CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a
later edition is used
(b) Primary and Non -Contributory Insurance Endorsement
The limits of insurance coverage required may be satisfied by a combination of primary and umbrella or excess insurance. For
any claims related to this contract, the Contractor's insurance coverage shall be primary coverage at least as broad as ISO CG
20 01 04 13 as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained
by the Entity, its officers, officials, employees, or volunteers shall be excess of the Contractor's insurance and shall not contribute
with it.
(c) Waiver of Subrogation Contractor hereby grants to City of Lodi a waiver of any right to subrogation which any insurer of said
Contractor may acquire against the City of Lodi by virtue of the payment of any loss under such insurance. Contractor agrees to
obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether
or not the City of Lodi has received a waiver of subrogation endorsement from the insurer
NOTE: (1) The street address of the CITY OF LODI must be shown along with (a) and (b) and (c) above: 221 West Pine Street,
Lodi, California, 95240; (2) The insurance certificate must state, on its face or as an endorsement, a description of therp oiect
that it is insuring.
(d) Severability of Interest Clause
The term "insured" is used severally and not collectively, but the inclusion herein of more than one insured shall not operate to
increase the limit of the company's liability under the Contractors commercial general liability and automobile liability policies.
(e) Notice of Cancellation or Change in Coverage Endorsement
This policy may not be canceled nor the coverage reduced by the company without 30 days' prior written notice of such
cancellation or reduction in coverage to the Risk Manager, City of Lodi, 221 West Pine St., Lodi, CA 95240.
Page 1 1 of 2 pages I Risk: rev. 3/1/2018
(f) Continuity of Coverage
All policies shall be in effect on or before the first day of the Term of this Agreement. At least thirty (30) days prior to the expiration
of each insurance policy, Contractor shall furnish a certificate(s) showing that a new or extended policy has been obtained which
meets the minimum requirements of this Agreement. Contractor shall provide proof of continuing insurance on at least an annual
basis during the Term. If Contractor's insurance lapses or is discontinued for any reason, Contractor shall immediately notify the
City and immediately obtain replacement insurance. Contractor agrees and stipulates that any insurance coverage provided to the
City of Lodi shall provide for a claims period following termination of coverage which is at least consistent with the claims period or
statutes of limitations found in the California Tort Claims Act (California Government Code Section 810 et seq.).
(g) Failure to Comply
If Contractor fails or refuses to obtain and maintain the required insurance, or fails to provide proof of coverage, the City may obtain
the insurance. Contractor shall reimburse the City for premiums paid, with interest on the premium paid by the City at the maximum
allowable legal rate then in effect in California. The City shall notify Contractor of such payment of premiums within thirty (30) days
of payment stating the amount paid, the name(s) of the insurer(s), and rate of interest. Contractor shall pay such reimbursement
and interest on the first (1st) day of the month following the City's notice. Notwithstanding any other provision of this Agreement,
if Contractor fails or refuses to obtain or maintain insurance as required by this agreement, or fails to provide proof of insurance,
the City may terminate this Agreement upon such breach. Upon such termination, Contractor shall immediately cease use of the
Site or facilities and commence and diligently pursue the removal of any and all of its personal property from the site or facilities.
(h) Verification of Coverage
Consultant shall furnish the City with a copy of the policy declaration and endorsement page(s), original certificates and
amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates
and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required
documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to
require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at
any time. Failure to exercise this right shall not constitute a waiver of the City's right to exercise after the effective
date.
(i) Self -Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability
to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall
provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(j) Insurance Limits
The limits of insurance described herein shall not limit the liability of the Contractor and Contractor's officers, employees, agents,
representatives or subcontractors. Contractor's obligation to defend, indemnify and hold the City and its officers, officials,
employees, agents and volunteers harmless under the provisions of this paragraph is not limited to or restricted by any requirement
in the Agreement for Contractor to procure and maintain a policy of insurance.
(k) Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and
Consultant shall ensure that City is an additional insured on insurance required from subcontractors
(1) Claims Made Policies
If any of the required policies provide coverage on a claims -made basis:
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the
contract of work.
3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior
to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after
completion of contract work.
(m) Qualified Insurer(s)
All insurance required by the terms of this Agreement must be provided by insurers licensed to do business in the State of
California which are rated at least "A-, VI" by the AM Best Ratings Guide, and which are acceptable to the City. Non -admitted
surplus lines carriers may be accepted provided they are included on the most recent list of California eligible surplus lines
insurers (LESLI list) and otherwise meet City requirements.
Page 2 1 of 2 pages
Risk: rev. 3/1/2018
AGREEMENT FOR PROFESSIONAL SERVICES
ARTICLE 1
PARTIES AND PURPOSE
Section 1.1 Parties
THIS AGREEMENT is entered into on 2022, by and between
the CITY OF LODI, a municipal corporation (hereinafter "CITY"), and BUREAU
VERITAS NORTH AMERICA, INC., a Delaware corporation (hereinafter
"CONTRACTOR").
Section 1.2 Purpose
CITY selected the CONTRACTOR to provide the services required in
accordance with attached Scope of Services, Exhibit A, attached and incorporated by
this reference.
CITY wishes to enter into an agreement with CONTRACTOR for Building Codes
Plans Examining, Building Codes Inspection, Fire Codes Plans Examining, Fire Codes
Inspection, and Code Enforcement Services (hereinafter "Project") as set forth in the
Scope of Services attached here as Exhibit A. CONTRACTOR acknowledges that it is
qualified to provide such services to CITY.
ARTICLE 2
SCOPE OF SERVICES
Section 2.1 Scope of Services
CONTRACTOR, for the benefit and at the direction of CITY, shall perform the
Scope of Services as set forth in Exhibit A.
Section 2.2 Time For Commencement and Completion of Work
CONTRACTOR shall commence work pursuant to this Agreement, upon receipt
of a written notice to proceed from CITY or on the date set forth in Section 2.6,
whichever occurs first, and shall perform all services diligently and complete work under
this Agreement based on a mutually agreed upon timeline or as otherwise designated in
the Scope of Services.
CONTRACTOR shall submit to CITY such reports, diagrams, drawings and other
work products as may be designated in the Scope of Services.
CONTRACTOR shall not be responsible for delays caused by the failure of CITY
staff to provide required data or review documents within the appropriate time frames.
The review time by CITY and any other agencies involved in the project shall not be
1
counted against CONTRACTOR's contract performance period. Also, any delays due to
weather, vandalism, acts of God, etc., shall not be counted. CONTRACTOR shall
remain in contact with reviewing agencies and make all efforts to review and return all
comments.
Section 2.3 Meetings
CONTRACTOR shall attend meetings as may be set forth in the Scope of
Services.
Section 2.4 Staffing
CONTRACTOR acknowledges that CITY has relied on CONTRACTOR's
capabilities and on the qualifications of CONTRACTOR's principals and staff as
identified in its proposal to CITY. The Scope of Services shall be performed by
CONTRACTOR, unless agreed to otherwise by CITY in writing. CITY shall be notified
by CONTRACTOR of any change of Project Manager and CITY is granted the right of
approval of all original, additional and replacement personnel at CITY's sole discretion
and shall be notified by CONTRACTOR of any changes of CONTRACTOR's project staff
prior to any change.
CONTRACTOR represents it is prepared to and can perform all services within
the Scope of Services (Exhibit A) and is prepared to and can perform all services
specified therein. CONTRACTOR represents that it has, or will have at the time this
Agreement is executed, all licenses, permits, qualifications, insurance and approvals of
whatsoever nature are legally required for CONTRACTOR to practice its profession, and
that CONTRACTOR shall, at its own cost and expense, keep in effect during the life of
this Agreement all such licenses, permits, qualifications, insurance and approvals, and
shall indemnify, defend and hold harmless CITY against any costs associated with such
licenses, permits, qualifications, insurance and approvals which may be imposed against
CITY under this Agreement.
Section 2.5 Subcontracts
Unless prior written approval of CITY is obtained, CONTRACTOR shall not enter
into any subcontract with any other party for purposes of providing any work or services
covered by this Agreement.
Section 2.6 Term
The term of this Agreement commences on November 1, 2022 and terminates
upon the completion of the Scope of Services or on October 31, 2024, whichever occurs
first.
PJ
ARTICLE 3
COMPENSATION
Section 3.1 Compensation
CONTRACTOR's compensation for all work under this Agreement shall conform
to the provisions of the Fee Proposal, attached hereto as Exhibit B and incorporated by
this reference.
CONTRACTOR shall not undertake any work beyond the scope of this
Agreement unless such additional work is approved in advance and in writing by CITY.
Section 3.2 Method of Payment
CONTRACTOR shall submit invoices for completed work on a monthly basis, or
as otherwise agreed, providing, without limitation, details as to amount of hours,
individual performing said work, hourly rate, and indicating to what aspect of the Scope
of Services said work is attributable. CONTRACTOR's compensation for all work under
this Agreement shall not exceed the amount of the Fee Proposal.
Section 3.3 Costs
The Fee Proposal shall include all reimbursable costs required for the
performance of the Scope of Services. Payment of additional reimbursable costs
considered to be over and above those inherent in the original Scope of Services shall
be approved in advanced and in writing, by CITY.
Section 3.4 Auditing
CITY reserves the right to periodically audit all charges made by CONTRACTOR
to CITY for services under this Agreement. Upon request, CONTRACTOR agrees to
furnish CITY, or a designated representative, with necessary information and assistance
needed to conduct such an audit.
CONTRACTOR agrees that CITY or its delegate will have the right to review,
obtain and copy all records pertaining to performance of this Agreement.
CONTRACTOR agrees to provide CITY or its delegate with any relevant information
requested and shall permit CITY or its delegate access to its premises, upon reasonable
notice, during normal business hours for the purpose of interviewing employees and
inspecting and copying such books, records, accounts, and other material that may be
relevant to a matter under investigation for the purpose of determining compliance with
this requirement. CONTRACTOR further agrees to maintain such records for a period of
three (3) years after final payment under this Agreement.
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ARTICLE 4
MISCELLANEOUS PROVISIONS
Section 4.1 Nondiscrimination
In performing services under this Agreement, CONTRACTOR shall not
discriminate in the employment of its employees or in the engagement of any sub
CONTRACTOR on the basis of race, color, religion, sex, sexual orientation, marital
status, national origin, ancestry, age, or any other criteria prohibited by law.
Section 4.2 ADA Compliance
In performing services under this Agreement, CONTRACTOR shall comply with
the Americans with Disabilities Act (ADA) of 1990, and all amendments thereto, as well
as all applicable regulations and guidelines issued pursuant to the ADA.
Section 4.3 Indemnification and Responsibility for Damage
CONTRACTOR to the fullest extent permitted by law, shall indemnify and hold
harmless CITY, its elected and appointed officials, directors, officers, employees and
volunteers from and against any claims, damages, losses, and expenses (including
reasonable attorney's fees and costs), arising out of performance of the services to be
performed under this Agreement, provided that any such claim, damage, loss, or
expense is caused by the negligent acts, errors or omissions of CONTRACTOR, any
subcontractor employed directly by CONTRACTOR, anyone directly or indirectly
employed by any of them, or anyone for whose acts they may be liable, except those
injuries or damages arising out of the active negligence, sole negligence, or sole willful
misconduct of the City of Lodi, its elected and appointed officials, directors, officers,
employees and volunteers. CITY may, at its election, conduct the defense or participate
in the defense of any claim related in any way to this indemnification. If CITY chooses at
its own election to conduct its own defense, participate in its own defense, or obtain
independent legal counsel in defense of any claim related to this indemnification,
CONTRACTOR shall pay all of the costs related thereto, including without limitation
reasonable attorney fees and costs. The defense and indemnification obligations
required by this Agreement are undertaken in addition to, and shall not in any way be
limited by the insurance obligations set forth herein.
Section 4.4 No Personal Liability
Neither the City Council, nor any other officer or authorized assistant or agent or
City employee shall be personally responsible for any liability arising under this
Agreement.
4
Section 4.5 Responsibility of CITY
CITY shall not be held responsible for the care or protection of any material or
parts of the work described in the Scope of Services prior to final acceptance by CITY,
except as expressly provided herein.
Section 4.6 Insurance Requirements for CONTRACTOR
CONTRACTOR shall take out and maintain during the life of this Agreement,
insurance coverage as set forth in Exhibit C attached hereto and incorporated by this
reference.
Section 4.7 Successors and Assigns
CITY and CONTRACTOR each bind themselves, their partners, successors,
assigns, and legal representatives to this Agreement without the written consent of the
others. CONTRACTOR shall not assign or transfer any interest in this Agreement
without the prior written consent of CITY. Consent to any such transfer shall be at the
sole discretion of CITY.
Section 4.8 Notices
Any notice required to be given by the terms of this Agreement shall be in writing
signed by an authorized representative of the sender and shall be deemed to have been
given when the same is personally served or upon receipt by express or overnight
delivery, postage prepaid, or three (3) days from the time of mailing if sent by first class
or certified mail, postage prepaid, addressed to the respective parties as follows:
To CITY: City of Lodi
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
Attn: Stephen Schwabauer
To CONTRACTOR: Bureau Veritas North America, Inc.
180 Promenade Circle, Suite 150
Sacramento, CA 95834
Attn: Craig Baptista
Section 4.9 Cooperation of CITY
CITY shall cooperate fully and in a timely manner in providing relevant
information it has at its disposal relevant to the Scope of Services.
Section 4.10 CONTRACTOR is Not an Employee of CITY
CONTRACTOR agrees that in undertaking the duties to be performed under this
Agreement, it shall act as an independent contractor for and on behalf of CITY and not
an employee of CITY. CITY shall not direct the work and means for accomplishment of
5
the services and work to be performed hereunder. CITY, however, retains the right to
require that work performed by CONTRACTOR meet specific standards without regard
to the manner and means of accomplishment thereof.
Section 4.11 Termination
CITY may terminate this Agreement, with or without cause, by giving
CONTRACTOR at least ten (10) days written notice. Where phases are anticipated
within the Scope of Services, at which an intermediate decision is required concerning
whether to proceed further, CITY may terminate at the conclusion of any such phase.
Upon termination, CONTRACTOR shall be entitled to payment as set forth in the
attached Exhibit B to the extent that the work has been performed. Upon termination,
CONTRACTOR shall immediately suspend all work on the Project and deliver any
documents or work in progress to CITY. However, CITY shall assume no liability for
costs, expenses or lost profits resulting from services not completed or for contracts
entered into by CONTRACTOR with third parties in reliance upon this Agreement.
Section 4.12 Confidentiality
CONTRACTOR agrees to maintain confidentiality of all work and work products
produced under this Agreement, except to the extent otherwise required by law or
permitted in writing by CITY. CITY agrees to maintain confidentiality of any documents
owned by CONTRACTOR and clearly marked by CONTRACTOR as "Confidential" or
"Proprietary", except to the extent otherwise required by law or permitted in writing by
CONTRACTOR. CONTRACTOR acknowledges that CITY is subject to the California
Public Records Act.
Section 4.13 Applicable Law, Jurisdiction, Severability, and Attorney's Fees
This Agreement shall be governed by the laws of the State of California.
Jurisdiction of litigation arising from this Agreement shall be venued with the San
Joaquin County Superior Court. If any part of this Agreement is found to conflict with
applicable laws, such part shall be inoperative, null, and void insofar as it is in conflict
with said laws, but the remainder of this Agreement shall be in force and effect. In the
event any dispute between the parties arises under or regarding this Agreement, the
prevailing party in any litigation of the dispute shall be entitled to reasonable attorney's
fees from the party who does not prevail as determined by the San Joaquin County
Superior Court.
6
Section 4.14 City Business License Requirement
CONTRACTOR acknowledges that Lodi Municipal Code Section 3.01.020
requires CONTRACTOR to have a city business license and CONTRACTOR agrees to
secure such license and pay the appropriate fees prior to performing any work
hereunder.
Section 4.15 Captions
The captions of the sections and subsections of this Agreement are for
convenience only and shall not be deemed to be relevant in resolving any question or
interpretation or intent hereunder.
Section 4.16 Integration and Modification
This Agreement represents the entire understanding of CITY and
CONTRACTOR as to those matters contained herein. No prior oral or written
understanding shall be of any force or effect with respect to those matters covered
hereunder. This Agreement may not be modified or altered except in writing, signed by
both parties.
Section 4.17 Contract Terms Prevail
All exhibits and this Agreement are intended to be construed as a single
document. Should any inconsistency occur between the specific terms of this
Agreement and the attached exhibits, the terms of this Agreement shall prevail.
Section 4.18 Severability
The invalidity in whole or in part of any provision of this Agreement shall not void
or affect the validity of any other provision of this Agreement.
Section 4.19 Ownership of Documents
All documents, photographs, reports, analyses, audits, computer media, or other
material documents or data, and working papers, whether or not in final form, which
have been obtained or prepared under this Agreement, shall be deemed the property of
CITY. Upon CITY's request, CONTRACTOR shall allow CITY to inspect all such
documents during CONTRACTOR's regular business hours. Upon termination or
completion of services under this Agreement, all information collected, work product and
documents shall be delivered by CONTRACTOR to CITY within ten (10) calendar days.
CITY agrees to indemnify, defend and hold CONTRACTOR harmless from any
liability resulting from CITY's use of such documents for any purpose other than the
purpose for which they were intended.
7
Section 4.20 Authority
The undersigned hereby represent and warrant that they are authorized by the
parties to execute this Agreement.
Section 4.21 Federal Transit Funding Conditions
❑ If the box at left is checked, the Federal Transit Funding conditions attached as
Exhibit D apply to this Agreement. In the event of a conflict between the terms of this
Agreement or any of its other exhibits, and the Federal Transit Funding Conditions, the
Federal Transit Funding Conditions will control.
Section 4.22 Counterparts and Electronic Siqnatures
This Agreement and other documents to be delivered pursuant to this Agreement
may be executed in one or more counterparts, each of which will be deemed to be an
original copy and all of which, when taken together, will be deemed to constitute one and
the same agreement or document, and will be effective when counterparts have been
signed by each of the parties and delivered to the other parties. Each party agrees that
the electronic signatures, whether digital or encrypted, of the parties included in this
Agreement are intended to authenticate this writing and to have the same force and
effect as manual signatures. Delivery of a copy of this Agreement or any other document
contemplated hereby, bearing an original manual or electronic signature by facsimile
transmission (including a facsimile delivered via the Internet), by electronic mail in
"portable document format" (".pdf") or similar format intended to preserve the original
graphic and pictorial appearance of a document, or through the use of electronic
signature software will have the same effect as physical delivery of the paper document
bearing an original signature.
8
Section 4.22 Counterparts and Electronic Signatures
This Agreement and other documents to be delivered pursuant to this Agreement
may be executed in one or more counterparts, each of which will be deemed to be an
original copy and all of which, when taken together, will be deemed to constitute one and the
same agreement or document, and will be effective when counterparts have been signed by
each of the parties and delivered to the other parties. Each party agrees that the electronic
signatures; whether digital or encrypted, of the parties included in this Agreement are
intended to authenticate this writing and to have the same force and effect as manual
signatures. Delivery of a copy of this Agreement or any other document contemplated
hereby, bearing an original manual or electronic signature by facsimile transmission
(including a facsimile delivered via the Internet), by electronic mail in 'portable document
format" (' .pdf") or similar format intended to preserve the original graphic and pictorial
appearance of a document, or through the use of electronic signature software will have the
same effect as physical delivery of the paper document bearing an original signature.
IN WITNESS WHEREOF, CITY and CONTRACTOR have executed this
Agreement as of the date first above written.
ATTEST:
OLIVIA NASHED
City Clerk
APPROVED AS TO FORM:
JANICE D. MAGDICH, City Attorney
By:
CITY OF LODI, a municipal corporation
STEPHEN SCHWABAUER
City Manager
BUREAU VERITAS NORTH AMERICA, INC., a
Delaware corporation
By:
Name: Craig Baptista
Title: Vice President, Facilities Division
Attachments:
Exhibit A - Scope of Services
Exhibit B - Fee Proposal
Exhibit C - Insurance Requirements
Exhibit D - Federal Transit Funding Conditions (if applicable)
Funding Source: 27081000.72450 & 10061000.72450
(Business Unit & Account No.)
CA:Hev.09.2022.LT
8
EXHIBIT A
Approach to Services
a. Complying with the Scope of Work
We have the extensive capacity and a large pool of licensed and certified building safety experts who are equipped to
handle all of the City's needs. Our professionals have considerable experience in commercial, residential, industrial,
energy, and institutional projects of all sizes and complexities, allowing them to tailor solutions specifically to the City's
needs. BVNA and our proposed, locally -based staff.
BVNA and our proposed, locally -based staff have a long-established history working for the public agencies and nearby
municipalities to perform in-house and outside plan check, inspection, civil and other building department services.
Consequently, we can leverage a breadth of code compliance and permit processing expertise to meet the needs of the
City, and offer highly qualified engineers and ICC certified staff who are in close proximity and can quickly respond to the
City's needs.
CARE PROGRAM - A PROVEN, FORMALIZED & INTEGRATED PLAN REVIEW
PROCESS
Our CARE Program is a formalized and integrated process whereby coordination, analytical, review, and expert management/
quality control functions are consistently implemented. This system's success is based on thousands of hours of practical
experience by our dedicated personnel and their unique ability to interact quickly and efficiently with yourstaff. Bureau Veritas
provides you with a staff extension that will bind the varying interests of your operations, the citizens you serve, and legal and
regulatory considerations into a dynamic, flexible working system. The specific roles of each of our CARE elements include:
• Coordinator: The Coordinator is the first line of contact for each project submittal and, along with other members
of the clerical staff, handles various administrative functions, such as logging information (project tracking, time
budgeting), managing project controls, maintaining and distributing communications, reviewing agendas and
ordinance issues, and fielding calls on project status.
• Analyst: OurAnalysts review submittals, title sheets, and non -design items; maintain files; monitordue dates; monitor
contract budget and status tracking reports; and coordinate invoicing. OurAnalysts also maximize and "right place"
staff resources to meet turnaround times in a quality manner. When assigning resubmittals to staff, ourAnalyst ensures
consistency by passingthe project to the same Reviewerthat performed the previous reviews. Reassignments are done when
unforeseen circumstances dictate.
• Reviewer: Our experienced Plan Reviewers routinely review agency standards, ordinances, guidelines, and checklists; create
comments letters; coordinate project return with the Coordinator; attend review meetings; and communicate questions/
solutions to project stakeholders. Because of our depth of resources and project tools (checklists, corrections letters),
reassigned projects can be reviewed without missing deadlines or causing unnecessary rechecks.
• Expert: Our Experts provide the final quality assurance review of applicable plans, studies, and reports in accordance with
all accepted engineering, Subdivision Map Act, and industry professional practices. Experts shall complywith the applicable
regulations, visit the client contact regularly, monitor project progress with the Reviewer, disseminate project/agency
information to the team, train team members, peer review comments letters, and communicate questions/solutions to
stakeholders. Our Experts provide the quality assurance reviews to each project to minimize the number of resubmittals.
Plan Review Turnaround Times
Atyour request, BVNA can provide plan review activities on a fast-track basis. Turnaround times for each submittal will relate to
the size and nature of the project and its impact on the construction schedule.
To reduce turnaround times for plan review, we can use electronic submittals, phased submittals, conference calling, and
videoconferencing. BVNA has built long-term partnerships with agencies. We understand that accuracy, efficiency, and integrity
in all aspects of professional services are required. Testimonyto our professional excellence is the fact that we have provided
services to many of our municipal clients since their incorporation. Because of our large pool of accessible resources we are able
to assemble experienced personnel in orderto help with project schedule recoverywhen necessary. Ourteam will maintain
efficient turnaround times on all reviews as a key measurement of our performance for our plan review services.
BVNAwill also accommodate preliminary reviews to facilitate fast tracked or accelerated projects. This will aid with timely
turnaround and create good public relations. If applicants include designs that do not conform to the prescriptive requirements
of the codes, the City's designee will have final approval over the plan being reviewed. Our staff will make recommendations for
the resolution if requested. We are also available to meetwith agency staff or others as needed to discuss our findings.
Typical turnaround times for plan review are as follows (all numbers are business days):
*Turnaround times for unusually complex or large projects can be negotiated.
Project Review Meetings
Our personnel assigned to City projects are available to attend meetings at the City to address questions or discuss issues
with the City staff, design team and/or construction team that may arise on a project. Our designated representative will
attend staff, board, and council meetings as required and mutually agreed upon. This individual will be available to provide
guidance for City staff, applicants, designers, and contractors. Our team will be available to attend project review meetings
with the City as well as federal and state agencies. This service also includes attending and presenting to Design Review
Committee, Planning Commission, and City Council meetings, as needed.
Pick Up and Delivery
BVNA assumes responsibility for the pickup and return of plans. All plans shall be picked up from the City offices within 24
hours of notification. Should the volume of work be sufficient, we propose to establish regular pick up of plans on a consistent
basis. We will also utilize shipping courier, at no additional cost to the City.
Virtual and Remote Inspection Capabilities
The firm has deployed remote inspection, remote supervision, and augmented inspection services in multiple cases and for
municipal clients throughout the United States. The firm is pleased to be in a position to leverage this experience to help
assist the way it does business in order to elevate safety, quality, and efficiency. The firm strongly believes in the long-term
value of these digital platforms in providing options in how inspection services are executed. BV's remote inspection services
ensure the firm can keep its employees and City staff safe by eliminating direct contact and adhering to social distancing best
practices and keep critical tasks moving forward in the face of possible travel and construction site access restrictions.
MGM MOM
. -. .-.
._
Commercial
10
7
5
Residential
10
Complex, large, or unusual project
15
10
*Turnaround times for unusually complex or large projects can be negotiated.
Project Review Meetings
Our personnel assigned to City projects are available to attend meetings at the City to address questions or discuss issues
with the City staff, design team and/or construction team that may arise on a project. Our designated representative will
attend staff, board, and council meetings as required and mutually agreed upon. This individual will be available to provide
guidance for City staff, applicants, designers, and contractors. Our team will be available to attend project review meetings
with the City as well as federal and state agencies. This service also includes attending and presenting to Design Review
Committee, Planning Commission, and City Council meetings, as needed.
Pick Up and Delivery
BVNA assumes responsibility for the pickup and return of plans. All plans shall be picked up from the City offices within 24
hours of notification. Should the volume of work be sufficient, we propose to establish regular pick up of plans on a consistent
basis. We will also utilize shipping courier, at no additional cost to the City.
Virtual and Remote Inspection Capabilities
The firm has deployed remote inspection, remote supervision, and augmented inspection services in multiple cases and for
municipal clients throughout the United States. The firm is pleased to be in a position to leverage this experience to help
assist the way it does business in order to elevate safety, quality, and efficiency. The firm strongly believes in the long-term
value of these digital platforms in providing options in how inspection services are executed. BV's remote inspection services
ensure the firm can keep its employees and City staff safe by eliminating direct contact and adhering to social distancing best
practices and keep critical tasks moving forward in the face of possible travel and construction site access restrictions.
b. Quality Control, Customer Service and Project
Management
As an ISO 9001 certified firm, BV undergoes systematic,
independent audits of its management systems to meet
rigorous objectives and provide continuous improvement
in key areas. The firm consistently incorporates proven best
practices and protocols as part of its quality management
system to meet and exceed ever-increasing customer
requirements. These tools include implementation of an
established quality assurance/qualitycontrol program using
for the intake, track, and review of plans to enhance quality
and streamline processing/approval; electronic plan review
to expedite turnaround times which save time and money;
and the utilization of web -based document control system
which fosters collaboration, 24/7 access to documents and
reports, and enhances overall communication. Policies are
implemented at each professional and technical level to
provide a well-balanced, independent QA program, which
assures the quality of reports, technical reviews, annuals,
and other documentation prepared by BV. This ensures the
product is consistent with the established standards from
the standpoint of quality, validity, and legal defensibility.
The BVNA team has a two-step approach to ensuring the
delivery of high quality services.
BVNA is subjectto regular controls and audits by authorities
and accreditation bodies to ensure that its procedures,
the qualification of its personnel and its management
systems comply with the applicable standards, norms,
references or regulations. To maintain the accreditations
and certifications, quality assurance methods are built into
every function of our service. Quality assurance is achieved
through a number of systems and tools.
• Service goals for timeliness, quality and professionalism
are defined and tracked
• Training and education is required
• Random audits are performed
• Documented procedures are accessible, monitored, and
updated
• Utilization of North America Management System (NAMS)
and Corrective Action Response System (CARSys)
One of the tools BVNA uses is NAMS. NAMS is a means to
obtain BVNA's objectives of quality excellence as prescribed
bythe BVNA business model. In orderto achieve our goals,
BVNA has implemented processes and procedures intended
for application at all levels of the organization.
The management system has been implemented and
maintained with the aim of satisfying our customer's needs
and expectations. In orderfor NAMS to be effective, the
policies and procedures are implemented, continuously
monitored and updated.
BVNA maintains the effectiveness of the management
system.
The customer feedback is provided through a variety of
avenues, examples include the use of a satisfaction survey
or face-to-face/on-site communication. Once the customer
feedback has been received, the management team then
analyzes, measures, and implements the improvements
required for quality excellence. The cycle continues until the
customer's needs and expectations have been satisfied.
BVNA also utilizes the CARSys Issues Tracking program.
CARSys is an improvement tool, which provides a closed-
loop process for the management of customer and internal
concerns and corrective/ preventative actions that result
from the concerns or issues. With the flexibility of CARSys,
BVNA is able to Identify, Act, Implement and Verify issues.
c. Statement that Firm is Independent and without
Conflicts of Interest
BVNA is an independent firm and properly licensed in
California. BVNA warrants and represents that it presently
has no interest and covenants and that it will not acquire any
interest, direct or indirect, that represents a financial conflict
of interest understate law or that would otherwise conflict in
any manner or degree with the performance of the Work.
EXHIBIT B
FEE SCHEDULE
CITY OF LODI-BUILDING INSPECTION DIVISION
CONTRACT SERVICES
SEPTEMBER 8, 2022
Building Plan Review Fees
65% of the building plan check fees collected by the City of Lodi
Key Personnel Hourly Billing Rate*
Senior/ Structural Plan Review Engineer/Fire Protection Engineer
$145
M/E/P Plan Review Engineer
$135
CASp
$135
Plans Examiner
$120
Senior I nspector
$105-$120
Inspector
$90-$105
Permit Technician
$65-$80
Fire Marshal
$140
Fire Plans Examiner
$135
Fire Inspector
$110-$125
Rates are non-union and non -prevailing wage -for any prevailing wage projects, BV will discuss rates with the City to account
for the Prevailing Wage requirements. All employees classified as "non-exempt" by the U.S. Department of Labor will be
compensated at 1-1/4 times salary for overtime hours as per State and Federal wage and hour laws. No overtime will be charged
without prior consent.
"Pricing assumes that this contract is non -prevailing wage - for any prevailing wage projects, BVNA will discuss rates with the City
to account for the California Prevailing Wage requirements.
"Hourly rates will be utilized for projects exceed three total checks, revisions to approved plans, and in-house positions.
Rates are subject to annual increase in accordance with CPI.
Overtime: All Employees classified as - non-exempt" by the U.S. Department of Labor will be compensated at 1-1/2 times salary
for overtime hours as per State and Federal wage and hour laws. No overtime will be charged without prior consent.
Reimbursables: Reimbursement for employee or company owned vehicles used in connection with the
work will be at the current I RS rate.
i
EXHIBIT C
NOTE: The City of Lodi is now using the online insurance program PINS Advantage. Once you have been awarded a
contract you will receive an email from the City's online insurance program requesting you to forward the email to your
insurance provider(s) to submit the required insurance documentation electronically
Insurance Requirements for Design Professionals-Architects/Engineers
Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages
to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the
Contractor, his agents, representatives, employees or subcontractors.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including
products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than
$2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this
project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto or if Contractor has no owned autos, then hired, and non -
owned autos with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit
of no less than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limits not less than
$2,000,000 per occurrence or claim.
Other Insurance Provisions:
(a) Additional Named Insured Status
The City of Lodi, its elected and appointed boards, commissions, officers, agents, employees, and volunteers are to be covered
as additional insureds on the CGL and auto policy with respect to liability arising out of work or operations performed by or on
behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations. General
liability coverage can be provided in the form of an endorsement to the Contractor's insurance (at least as broad as ISO Form
CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a
later edition is used
(b) Primary and Non -Contributory Insurance Endorsement
The limits of insurance coverage required may be satisfied by a combination of primary and umbrella or excess insurance. For
any claims related to this contract, the Contractor's insurance coverage shall be primary coverage at least as broad as ISO CG
20 01 04 13 as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained
by the Entity, its officers, officials, employees, or volunteers shall be excess of the Contractor's insurance and shall not contribute
with it.
(c) Waiver of Subrogation Contractor hereby grants to City of Lodi a waiver of any right to subrogation which any insurer of said
Contractor may acquire against the City of Lodi by virtue of the payment of any loss under such insurance. Contractor agrees to
obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether
or not the City of Lodi has received a waiver of subrogation endorsement from the insurer
NOTE: (1) The street address of the CITY OF LODI must be shown along with (a) and (b) and (c) above: 221 West Pine Street,
Lodi, California, 95240; (2) The insurance certificate must state, on its face or as an endorsement, a description of therp oiect
that it is insuring.
(d) Severability of Interest Clause
The term "insured" is used severally and not collectively, but the inclusion herein of more than one insured shall not operate to
increase the limit of the company's liability under the Contractors commercial general liability and automobile liability policies.
(e) Notice of Cancellation or Change in Coverage Endorsement
This policy may not be canceled nor the coverage reduced by the company without 30 days' prior written notice of such
cancellation or reduction in coverage to the Risk Manager, City of Lodi, 221 West Pine St., Lodi, CA 95240.
Page 1 1 of 2 pages I Risk: rev. 3/1/2018
(f) Continuity of Coverage
All policies shall be in effect on or before the first day of the Term of this Agreement. At least thirty (30) days prior to the expiration
of each insurance policy, Contractor shall furnish a certificate(s) showing that a new or extended policy has been obtained which
meets the minimum requirements of this Agreement. Contractor shall provide proof of continuing insurance on at least an annual
basis during the Term. If Contractor's insurance lapses or is discontinued for any reason, Contractor shall immediately notify the
City and immediately obtain replacement insurance. Contractor agrees and stipulates that any insurance coverage provided to the
City of Lodi shall provide for a claims period following termination of coverage which is at least consistent with the claims period or
statutes of limitations found in the California Tort Claims Act (California Government Code Section 810 et seq.).
(g) Failure to Comply
If Contractor fails or refuses to obtain and maintain the required insurance, or fails to provide proof of coverage, the City may obtain
the insurance. Contractor shall reimburse the City for premiums paid, with interest on the premium paid by the City at the maximum
allowable legal rate then in effect in California. The City shall notify Contractor of such payment of premiums within thirty (30) days
of payment stating the amount paid, the name(s) of the insurer(s), and rate of interest. Contractor shall pay such reimbursement
and interest on the first (1st) day of the month following the City's notice. Notwithstanding any other provision of this Agreement,
if Contractor fails or refuses to obtain or maintain insurance as required by this agreement, or fails to provide proof of insurance,
the City may terminate this Agreement upon such breach. Upon such termination, Contractor shall immediately cease use of the
Site or facilities and commence and diligently pursue the removal of any and all of its personal property from the site or facilities.
(h) Verification of Coverage
Consultant shall furnish the City with a copy of the policy declaration and endorsement page(s), original certificates and
amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates
and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required
documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to
require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at
any time. Failure to exercise this right shall not constitute a waiver of the City's right to exercise after the effective
date.
(i) Self -Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability
to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall
provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(j) Insurance Limits
The limits of insurance described herein shall not limit the liability of the Contractor and Contractor's officers, employees, agents,
representatives or subcontractors. Contractor's obligation to defend, indemnify and hold the City and its officers, officials,
employees, agents and volunteers harmless under the provisions of this paragraph is not limited to or restricted by any requirement
in the Agreement for Contractor to procure and maintain a policy of insurance.
(k) Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and
Consultant shall ensure that City is an additional insured on insurance required from subcontractors
(1) Claims Made Policies
If any of the required policies provide coverage on a claims -made basis:
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the
contract of work.
3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior
to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after
completion of contract work.
(m) Qualified Insurer(s)
All insurance required by the terms of this Agreement must be provided by insurers licensed to do business in the State of
California which are rated at least "A-, VI" by the AM Best Ratings Guide, and which are acceptable to the City. Non -admitted
surplus lines carriers may be accepted provided they are included on the most recent list of California eligible surplus lines
insurers (LESLI list) and otherwise meet City requirements.
Page 2 1 of 2 pages
Risk: rev. 3/1/2018
AGREEMENT FOR PROFESSIONAL SERVICES
ARTICLE 1
PARTIES AND PURPOSE
Section 1.1 Parties
THIS AGREEMENT is entered into on 2022, by and between
the CITY OF LODI, a municipal corporation (hereinafter "CITY"), and BPR
CONSULTING GROUP, LLC (hereinafter "CONTRACTOR").
Section 1.2 Purpose
CITY selected the CONTRACTOR to provide the services required in
accordance with attached Scope of Services, Exhibit A, attached and incorporated by
this reference.
CITY wishes to enter into an agreement with CONTRACTOR for Building Codes
Plans Examining, Building Codes Inspection, Fire Codes Plans Examining, Fire Codes
Inspection, and Code Enforcement Services (hereinafter "Project") as set forth in the
Scope of Services attached here as Exhibit A. CONTRACTOR acknowledges that it is
qualified to provide such services to CITY.
ARTICLE 2
SCOPE OF SERVICES
Section 2.1 Scope of Services
CONTRACTOR, for the benefit and at the direction of CITY, shall perform the
Scope of Services as set forth in Exhibit A.
Section 2.2 Time For Commencement and Completion of Work
CONTRACTOR shall commence work pursuant to this Agreement, upon receipt
of a written notice to proceed from CITY or on the date set forth in Section 2.6,
whichever occurs first, and shall perform all services diligently and complete work under
this Agreement based on a mutually agreed upon timeline or as otherwise designated in
the Scope of Services.
CONTRACTOR shall submit to CITY such reports, diagrams, drawings and other
work products as may be designated in the Scope of Services.
CONTRACTOR shall not be responsible for delays caused by the failure of CITY
staff to provide required data or review documents within the appropriate time frames.
The review time by CITY and any other agencies involved in the project shall not be
counted against CONTRACTOR's contract performance period. Also, any delays due to
1
weather, vandalism, acts of God, etc., shall not be counted. CONTRACTOR shall
remain in contact with reviewing agencies and make all efforts to review and return all
comments.
Section 2.3 Meetings
CONTRACTOR shall attend meetings as may be set forth in the Scope of
Services.
Section 2.4 Staffing
CONTRACTOR acknowledges that CITY has relied on CONTRACTOR's
capabilities and on the qualifications of CONTRACTOR's principals and staff as
identified in its proposal to CITY. The Scope of Services shall be performed by
CONTRACTOR, unless agreed to otherwise by CITY in writing. CITY shall be notified
by CONTRACTOR of any change of Project Manager and CITY is granted the right of
approval of all original, additional and replacement personnel at CITY's sole discretion
and shall be notified by CONTRACTOR of any changes of CONTRACTOR's project staff
prior to any change.
CONTRACTOR represents it is prepared to and can perform all services within
the Scope of Services (Exhibit A) and is prepared to and can perform all services
specified therein. CONTRACTOR represents that it has, or will have at the time this
Agreement is executed, all licenses, permits, qualifications, insurance and approvals of
whatsoever nature are legally required for CONTRACTOR to practice its profession, and
that CONTRACTOR shall, at its own cost and expense, keep in effect during the life of
this Agreement all such licenses, permits, qualifications, insurance and approvals, and
shall indemnify, defend and hold harmless CITY against any costs associated with such
licenses, permits, qualifications, insurance and approvals which may be imposed against
CITY under this Agreement.
Section 2.5 Subcontracts
Unless prior written approval of CITY is obtained, CONTRACTOR shall not enter
into any subcontract with any other party for purposes of providing any work or services
covered by this Agreement.
Section 2.6 Term
The term of this Agreement commences on November 1, 2022 and terminates
upon the completion of the Scope of Services or on October 31, 2024, whichever occurs
first.
PJ
ARTICLE 3
COMPENSATION
Section 3.1 Compensation
CONTRACTOR's compensation for all work under this Agreement shall conform
to the provisions of the Fee Proposal, attached hereto as Exhibit B and incorporated by
this reference.
CONTRACTOR shall not undertake any work beyond the scope of this
Agreement unless such additional work is approved in advance and in writing by CITY.
Section 3.2 Method of Payment
CONTRACTOR shall submit invoices for completed work on a monthly basis, or
as otherwise agreed, providing, without limitation, details as to amount of hours,
individual performing said work, hourly rate, and indicating to what aspect of the Scope
of Services said work is attributable. CONTRACTOR's compensation for all work under
this Agreement shall not exceed the amount of the Fee Proposal.
Section 3.3 Costs
The Fee Proposal shall include all reimbursable costs required for the
performance of the Scope of Services. Payment of additional reimbursable costs
considered to be over and above those inherent in the original Scope of Services shall
be approved in advanced and in writing, by CITY.
Section 3.4 Auditing
CITY reserves the right to periodically audit all charges made by CONTRACTOR
to CITY for services under this Agreement. Upon request, CONTRACTOR agrees to
furnish CITY, or a designated representative, with necessary information and assistance
needed to conduct such an audit.
CONTRACTOR agrees that CITY or its delegate will have the right to review,
obtain and copy all records pertaining to performance of this Agreement.
CONTRACTOR agrees to provide CITY or its delegate with any relevant information
requested and shall permit CITY or its delegate access to its premises, upon reasonable
notice, during normal business hours for the purpose of interviewing employees and
inspecting and copying such books, records, accounts, and other material that may be
relevant to a matter under investigation for the purpose of determining compliance with
this requirement. CONTRACTOR further agrees to maintain such records for a period of
three (3) years after final payment under this Agreement.
3
ARTICLE 4
MISCELLANEOUS PROVISIONS
Section 4.1 Nondiscrimination
In performing services under this Agreement, CONTRACTOR shall not
discriminate in the employment of its employees or in the engagement of any sub
CONTRACTOR on the basis of race, color, religion, sex, sexual orientation, marital
status, national origin, ancestry, age, or any other criteria prohibited by law.
Section 4.2 ADA Compliance
In performing services under this Agreement, CONTRACTOR shall comply with
the Americans with Disabilities Act (ADA) of 1990, and all amendments thereto, as well
as all applicable regulations and guidelines issued pursuant to the ADA.
Section 4.3 Indemnification and Responsibility for Damage
CONTRACTOR to the fullest extent permitted by law, shall indemnify and hold
harmless CITY, its elected and appointed officials, directors, officers, employees and
volunteers from and against any claims, damages, losses, and expenses (including
reasonable attorney's fees and costs), arising out of performance of the services to be
performed under this Agreement, provided that any such claim, damage, loss, or
expense is caused by the negligent acts, errors or omissions of CONTRACTOR, any
subcontractor employed directly by CONTRACTOR, anyone directly or indirectly
employed by any of them, or anyone for whose acts they may be liable, except those
injuries or damages arising out of the active negligence, sole negligence, or sole willful
misconduct of the City of Lodi, its elected and appointed officials, directors, officers,
employees and volunteers. CITY may, at its election, conduct the defense or participate
in the defense of any claim related in any way to this indemnification. If CITY chooses at
its own election to conduct its own defense, participate in its own defense, or obtain
independent legal counsel in defense of any claim related to this indemnification,
CONTRACTOR shall pay all of the costs related thereto, including without limitation
reasonable attorney fees and costs. The defense and indemnification obligations
required by this Agreement are undertaken in addition to, and shall not in any way be
limited by the insurance obligations set forth herein.
Section 4.4 No Personal Liability
Neither the City Council, nor any other officer or authorized assistant or agent or
City employee shall be personally responsible for any liability arising under this
Agreement.
4
Section 4.5 Responsibility of CITY
CITY shall not be held responsible for the care or protection of any material or
parts of the work described in the Scope of Services prior to final acceptance by CITY,
except as expressly provided herein.
Section 4.6 Insurance Requirements for CONTRACTOR
CONTRACTOR shall take out and maintain during the life of this Agreement,
insurance coverage as set forth in Exhibit C attached hereto and incorporated by this
reference.
Section 4.7 Successors and Assigns
CITY and CONTRACTOR each bind themselves, their partners, successors,
assigns, and legal representatives to this Agreement without the written consent of the
others. CONTRACTOR shall not assign or transfer any interest in this Agreement
without the prior written consent of CITY. Consent to any such transfer shall be at the
sole discretion of CITY.
Section 4.8 Notices
Any notice required to be given by the terms of this Agreement shall be in writing
signed by an authorized representative of the sender and shall be deemed to have been
given when the same is personally served or upon receipt by express or overnight
delivery, postage prepaid, or three (3) days from the time of mailing if sent by first class
or certified mail, postage prepaid, addressed to the respective parties as follows:
To CITY: City of Lodi
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
Attn: Stephen Schwabauer
To CONTRACTOR: BPR Consulting Group, LLC
2201 Francisco Drive, Suite #140-658
EI Dorado Hills, CA 95762
Attn: Ron Beehler
Section 4.9 Cooperation of CITY
CITY shall cooperate fully and in a timely manner in providing relevant
information it has at its disposal relevant to the Scope of Services.
Section 4.10 CONTRACTOR is Not an Employee of CITY
CONTRACTOR agrees that in undertaking the duties to be performed under this
Agreement, it shall act as an independent contractor for and on behalf of CITY and not
an employee of CITY. CITY shall not direct the work and means for accomplishment of
5
the services and work to be performed hereunder. CITY, however, retains the right to
require that work performed by CONTRACTOR meet specific standards without regard
to the manner and means of accomplishment thereof.
Section 4.11 Termination
CITY may terminate this Agreement, with or without cause, by giving
CONTRACTOR at least ten (10) days written notice. Where phases are anticipated
within the Scope of Services, at which an intermediate decision is required concerning
whether to proceed further, CITY may terminate at the conclusion of any such phase.
Upon termination, CONTRACTOR shall be entitled to payment as set forth in the
attached Exhibit B to the extent that the work has been performed. Upon termination,
CONTRACTOR shall immediately suspend all work on the Project and deliver any
documents or work in progress to CITY. However, CITY shall assume no liability for
costs, expenses or lost profits resulting from services not completed or for contracts
entered into by CONTRACTOR with third parties in reliance upon this Agreement.
Section 4.12 Confidentiality
CONTRACTOR agrees to maintain confidentiality of all work and work products
produced under this Agreement, except to the extent otherwise required by law or
permitted in writing by CITY. CITY agrees to maintain confidentiality of any documents
owned by CONTRACTOR and clearly marked by CONTRACTOR as "Confidential" or
"Proprietary", except to the extent otherwise required by law or permitted in writing by
CONTRACTOR. CONTRACTOR acknowledges that CITY is subject to the California
Public Records Act.
Section 4.13 Applicable Law, Jurisdiction, Severability, and Attorney's Fees
This Agreement shall be governed by the laws of the State of California.
Jurisdiction of litigation arising from this Agreement shall be venued with the San
Joaquin County Superior Court. If any part of this Agreement is found to conflict with
applicable laws, such part shall be inoperative, null, and void insofar as it is in conflict
with said laws, but the remainder of this Agreement shall be in force and effect. In the
event any dispute between the parties arises under or regarding this Agreement, the
prevailing party in any litigation of the dispute shall be entitled to reasonable attorney's
fees from the party who does not prevail as determined by the San Joaquin County
Superior Court.
6
Section 4.14 City Business License Requirement
CONTRACTOR acknowledges that Lodi Municipal Code Section 3.01.020
requires CONTRACTOR to have a city business license and CONTRACTOR agrees to
secure such license and pay the appropriate fees prior to performing any work
hereunder.
Section 4.15 Captions
The captions of the sections and subsections of this Agreement are for
convenience only and shall not be deemed to be relevant in resolving any question or
interpretation or intent hereunder.
Section 4.16 Integration and Modification
This Agreement represents the entire understanding of CITY and
CONTRACTOR as to those matters contained herein. No prior oral or written
understanding shall be of any force or effect with respect to those matters covered
hereunder. This Agreement may not be modified or altered except in writing, signed by
both parties.
Section 4.17 Contract Terms Prevail
All exhibits and this Agreement are intended to be construed as a single
document. Should any inconsistency occur between the specific terms of this
Agreement and the attached exhibits, the terms of this Agreement shall prevail.
Section 4.18 Severability
The invalidity in whole or in part of any provision of this Agreement shall not void
or affect the validity of any other provision of this Agreement.
Section 4.19 Ownership of Documents
All documents, photographs, reports, analyses, audits, computer media, or other
material documents or data, and working papers, whether or not in final form, which
have been obtained or prepared under this Agreement, shall be deemed the property of
CITY. Upon CITY's request, CONTRACTOR shall allow CITY to inspect all such
documents during CONTRACTOR's regular business hours. Upon termination or
completion of services under this Agreement, all information collected, work product and
documents shall be delivered by CONTRACTOR to CITY within ten (10) calendar days.
CITY agrees to indemnify, defend and hold CONTRACTOR harmless from any
liability resulting from CITY's use of such documents for any purpose other than the
purpose for which they were intended.
7
Section 4.20 Authority
The undersigned hereby represent and warrant that they are authorized by the
parties to execute this Agreement.
Section 4.21 Federal Transit Funding Conditions
❑ If the box at left is checked, the Federal Transit Funding conditions attached as
Exhibit D apply to this Agreement. In the event of a conflict between the terms of this
Agreement or any of its other exhibits, and the Federal Transit Funding Conditions, the
Federal Transit Funding Conditions will control.
Section 4.22 Counterparts and Electronic Signatures
This Agreement and other documents to be delivered pursuant to this Agreement
may be executed in one or more counterparts, each of which will be deemed to be an
original copy and all of which, when taken together, will be deemed to constitute one and
the same agreement or document, and will be effective when counterparts have been
signed by each of the parties and delivered to the other parties. Each party agrees that
the electronic signatures, whether digital or encrypted, of the parties included in this
Agreement are intended to authenticate this writing and to have the same force and
effect as manual signatures. Delivery of a copy of this Agreement or any other document
contemplated hereby, bearing an original manual or electronic signature by facsimile
transmission (including a facsimile delivered via the Internet), by electronic mail in
"portable document format" (".pdf") or similar format intended to preserve the original
graphic and pictorial appearance of a document, or through the use of electronic
signature software will have the same effect as physical delivery of the paper document
bearing an original signature.
8
Section 4.22 Counterparts and Electronic Signatures
This Agreement and other documents to be delivered pursuant to this Agreement
may be executed in one or more counterparts, each of which will be deemed to be an
original copy and all of which; when taken together, will be deemed to constitute one and the
same agreement or document, and will be effective when counterparts have been signed by
each of the parties and delivered to the other parties. Each party agrees that the electronic
signatures, whether digital or encrypted, of the parties included in this Agreement are
intended to authenticate this writing and to have the same force and effect as manual
signatures. Delivery of a copy of this Agreement or any other document contemplated
hereby, bearing an original manual or electronic signature by facsimile transmission
(including a facsimile delivered via the Internet), by electronic mail in "portable document
format" (°.pdf') or similar format intended to preserve the original graphic and pictorial
appearance of a document, or through the use of electronic signature software will have the
same effect as physical delivery of the paper document bearing an original signature.
IN WITNESS WHEREOF, CITY and CONTRACTOR have executed this
Agreement as of the date first above written.
ATTEST:
OLIVIA NASHED
City Clerk
APPROVED AS TO FORM:
JANICE D. MAGDICH, City Attorney
M
CITY OF LODI, a municipal corporation
STEPHEN SCHWABAUER
City Manager
BPR CONSULTING GROUP, LLC
By:
Name: Ron Beehler
Title: Principal -in -Charge
Attachments:
Exhibit A - Scope of Services
Exhibit B - Fee Proposal
Exhibit C - Insurance Requirements
Exhibit D - Federal Transit Funding Conditions (if applicable)
Funding Source: 27081000.72450 & 10061000.72450
(Business Unit & Account No.)
Doc !D:
CA:Rev.09.2022.LT
X!
EXHIBIT A
CITY OF LODI I BUILDING INSPECTION DIVISION CONTRACT SERVICES
A: BUILDING PLAN REVIEW & BUILDING INSPECTION +,.
PROJECT UNDERSTANDING & APPROACH
Our team has a proven track record of providing efficient and
predictable building department services in support of California
communities and for unique and fast paced building projects. Our
key objectives in providing these services in support of the City of
Lodi are as follows:
To provide timely and responsive plan review services. Our
well qualified, locally based and professionally licensed
and/or CASp and ICC Certified team of plans examiners will
provide you with comprehensive, efficient, and timely building
department plan review services including clear and
collaborative communication of plan review results. We will work with you to tailor our services to align
with your unique and specific community needs. Our experienced and licensed team of structural,
mechanical, electrical and fire protection engineers will ensure an appropriate level of plan review is
provided for all assigned projects.
SECTION 5
■ To be responsive to your specific inspection staffing needs. As construction and development activity
fluctuates within your community, we will provide qualified and certified inspection staff to support your
building department and adjust our service levels as needed to maintain seamless service to your
customers.
• To provide staff who have the appropriate experience, certifications, and knowledge. We will utilize
appropriately experienced, licensed, qualified, and certified staff to perform all identified services.
From our review of the RFP, we understand the City's Building Inspection Division is looking to partner with
experienced and highly qualified professionals to provide a variety of contract services.
BPR Consulting Group is interested in providing the following Services: BUILDING CODES (A)
We understand the contract for Building Codes (A) is to include Building Code Plans Examination and Building
Inspection services. BPR is well qualified and exceeds the objectives and criteria outlined in the City's RFP.
Further, we understand the following:
• BPR will provide registered Structural Engineers and qualified support staff as appropriate.
• BPR staff proposed to serve the City includes multiple CASp certified professionals.
• BPR plans examination staff are capable of performing all structural and non-structural reviews
including building, plumbing, mechanical, electrical, energy, disabled access, green building and fire if
requested.
• BPR inspectors are qualified and capable of performing all structural and non-structural building
inspections including building, plumbing, mechanical, electrical, energy, disabled access, green
building and fire if requested.
BPR
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• Plan reviews will be completed within the City's proposed turn -around times of 10 working days for
residential and small miscellaneous projects first reviews and 5 working days for any sequential
reviews. First reviews will be completed in 15 working days for non-residential projects and 10
working days for sequential reviews.
• BPR possesses and will maintain the required insurance requirements as defined in Exhibit C and
illustrated in Section 5 of this proposal.
The team specifically selected to serve the City of Lodi has experience with the processes, procedures,
ordinances and permitting services necessary to provide the requested services fully and efficiently. As our
proposal will demonstrate, we have selected a team of staff that possess a high level of experience, we offer a
competitive fee proposal, and have the available staffingto meet the requested turn -around times.
On the following pages you will find the detailed scope of services we are prepared to provide to the City
of Lodi.
TECHNICAL PLANS EXAMINATION CAPABILITIES
BPR's staff possesses significant technical capabilities in all areas of plans
examination competency gained from years of experience providingthese
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 the City of
Lodi.
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, commissioning 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 possess 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 2,3 and 5 medical office buildings. Our
non-structural plans examiners have extensive experience verifying that established conditions of approvl
items are properly integrated within project documents. Many of our plans examiners are CASp certified.
Completed plan review projects range from single -story, residential projects to complex 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:
BPR
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CITY OF LODI I BUILDING INSPECTION DIVISION CONTRACT SERVICES
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• California Building Standards Code
(Title 24) Parts 1 through 6 and 9
■ International Building Code (IBC)
• Americans with Disabilities Act
Standards for Accessible Design
Structural
• ANSI Standards
■ NFPA Codes & Standards
■ CA Code of Regulations (CCR) Titles 19 and 25
• Jurisdiction -Adopted Amendments or Ordinances
Ourstructural engineers have experience designing and reviewing building projects subjected to the significant
seismic loads necessitated by the geographic location of the City of Lodi. Our structural engineers have
reviewed 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 • Masonry shear wall systems
■ Buckling -restrained braced frames ■ Concrete shear wall systems
• Eccentric braced frames • Cantilevered column systems
• Concentric braced frames • Pre -stressed and post -Tensioned Concrete
■ Concrete moment frames ■ Various proprietary lateral force resisting
• Wood shear wall systems systems
Our structural engineers and inspectors are experienced with the provisions of most model codes including
current versions of:
■ 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
Mechanical, Plumbing & Electrical
■ ANSI / AF&PA NDS for wood framing
■ ACI 318
■ ACI 530 / TMS 402/602
■ CA Historic Building Codes
■ CA Existing Building Codes
■ NEHRP
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 Mechanical Code
■ California Residential Code ■ California Electrical Code
• California Plumbing Code • Jurisdiction -adopted amendments
BPR
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CITY OF LODI I BUILDING INSPECTION DIVISION CONTRACT SERVICES
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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
■ International Plumbing Code
■ NFPA Standards 13 (automatic fire
sprinkler systems)
Energy Compliance
■ NFPA Standards 20 (fire pumps)
■ NFPA Standards 72 (fire alarms)
• NFPA Standards 99 (medical gases)
■ NFPA 101 Life Safety Code
■ NEHRP Requirements for Existing Building
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. Our staff have experience verifying CA Energy Code
requirements for projects located within all climate zones. The Energy Efficiency Standards for Residential and
Non -Residential Buildings were established in 1978 in response to a legislative mandate to reduce California's
energy consumption. These standards have been updated since that time to address a multitude of building
components, systems and equipment with the goal of having new and updated 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
necessaryto 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.
BPR
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CITY OF LODI I BUILDING INSPECTION DIVISION CONTRACT SERVICES
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Flood Zones
BPR's staff of engineers and plans examiners have
experience in providing plan reviews for projects located in
FEMA designated 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 guideline and
building code requirements for projects planned in areas
designated as flood zones.
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 has recent experience
providing inspection services for hemodialysis, outpatient surgery, hyperbolic chamber, medical clinics and
acute psychiatric facilities.
LEED
If requested we have LEED certified professionals on staff. Developed by the US Green Building Council
(USGBC), LEED provides building owners and operators a framework for identifying and implementing
measurable green building design methodologies, construction, operations, and building maintenance. LEED
certification consists of a variety of rating systems applicable to multiple building types including commercial
as well as residential. Ratings reflect a measure of how well a building performs across many sustainability
metrics including: energy savings, water efficiency, CO2 emissions reduction, indoor environmental quality,
energy usage and the projects impact on the local environment.
Fire Code Plan Reviews
If requested we have an experienced and licensed professional Fire Protection Engineer on staff to address your
fire and life safety needs. If requested, our fire safety plan review and inspection staff can quickly and accurately
check plans for compliance with applicable fire codes and standards. Our fire protection staff routinely review
and inspect projects for compliance with fire and life safety regulations.
Our Fire Plans Examiners and Inspectors have extensive experience in the use and application of the following
model codes, standards, and regulations:
• California Fire Code (CFC) and California Building Code (CBC), with local amendments and regulations.
• Adopted National Fire Protection Standards
■ California Health and Safety Code
• Appropriate listings (CSFM, U.L., etc.) for common systems and materials
• Fire Department Standards
• Municipal, State or Federal regulations enforced by local Fire Agencies
• NFPA Standards 13 (automatic fire sprinkler systems
BPR
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CITY OF LODI I BUILDING INSPECTION DIVISION CONTRACT SERVICES
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• NFPA Standards 14 (standpipes)
■ NFPA Standards 20 (fire pumps)
• NFPA Standards 72 (fire alarms)
• NFPA Standards 96 (smoke control)
■ NFPA 101 Life Safety Code
BPR's staff is active with California Fire Prevention Officer's Association, as well as local chapters of
International Code Council Building Officials Organizations throughout the State of California.
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. 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.
We have had the opportunity to work with many different electronic plan review systems and our preferred
system is Bluebeam, an industry-leading software used by manyjurisdictions, 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.
Communicating Plan Review Results
Plan review comments, when necessary, will be type written and
refer to specific details, drawing or supporting document, and
reference applicable code sections. BPR will provide a clear, i
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 deficiencies 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, bearing BPR's plan review stamps and ready forfinal approval and permit issuance
by the City.
BPR
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CITY OF LODI I BUILDING INSPECTION DIVISION CONTRACT SERVICES
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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.
We can provide expedited plan review services when requested.
Project Type
Initial Submittal
Maximum Turn Around Time
(Business Days)
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
On -Site Consultant Services & Meeting Attendance
Our plan review staff is available for pre -construction or pre -design meetings, field visits, contacts with the
design team, and support for field inspection personnel as needed. We understand, fully grasp, and utilize the
efficiency afforded by the many electronic meeting platforms that have become available in recent years. We
find electronic meeting platforms such as Microsoft Teams, Zoom, and others allow for efficient and
constructive communication between parties located throughoutthe United States and are an efficienttool for
resolution of challenging issues both during plan review and field inspections. Ourstaff is available to meetwith
the City, project applicants and their design teams either in person or via electronic platform to resolve plan
review issues efficiently and collaboratively.
Customer Service I Responsiveness
BPR's staff is always available and willing to discuss plan review issues for projects that we have reviewed with
Building Division staff, applicants, designers and contractors via in-person or electronic meetings, telephone,
or e-mail as required to resolve plan review related issues. We maintain Microsoft Teams, Zoom and
GoToMeeting accounts to foster efficient communication with project proponents regardless of their physical
location. Voice mails and e-mails will be responded to the same day they are received, if possible, always within
24 hours.
BPR's staff when not available immediately, will respond within one business day to questions from the
Building Official or inspection staff which may be generated during field inspections of projects which were
reviewed by BPR staff.
BPR
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CITY OF LODI I BUILDING INSPECTION DIVISION CONTRACT SERVICES
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BUILDING INSPECTION SERVICES
BPR maintains the staffing and ability to provide
experienced and qualified building inspectors who
are appropriately ICC -certified to provide the
requested inspection services.
Our inspection staff will perform inspection services'r'
to verify that the work of construction is in
conformance with 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, our inspectors 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 historical
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 and complete necessary forms and
documents as required to provide seamless service. BPR will provide building and fire safety field inspectors as
soon as possible after receiving the request for inspection staff from the City of Lodi. We understand the City
reserves the right to accept proposed inspection staff.
BPR
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CITY OF LODI I BUILDING INSPECTION DIVISION CONTRACT SERVICES
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Inspector Qualifications & Certifications
BPR will work with the City of Lodi to select appropriately qualified inspectors with applicable experience and
specific code knowledge based on the types of projects assigned for inspection. All BPR inspectors are ICC -
certified, with many maintaining CASp certification. In addition, BPR employs OSHPD certified inspectors
available for inspection of OSHPD designated facilities. Qualified inspectors having experience with inspection
of new, existing and historical buildings/sites, building code enforcement, and building inspections for projects
with steep slope grading requirements, will be assigned as appropriate.
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
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 and fire 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.
a
Z
BPR
Page 29
EXHIBIT B
CITY OF LODI I BUILDING INSPECTION DIVISION CONTRACT SERVICES
A: BUILDING PLAN REVIEW & BUILDING INSPECTION +,.
SECTION 6
PROPOSED FEE STRUCTURE
PLAN REVIEW SERVICES: For complete plan review services for building projects reviewed in either hard copy
of electronic format we propose a fee equal to 68% of the plan review fees based on the City's adopted fee
schedule. Plan review services will include an initial first review and two back check reviews of the plans. Any
additional plan review services required beyond the third review will be billed at our hourly rates listed within
the Schedule of Hourly Billing Rates. Expedited plan checks will be billed at 145% of the standard rate.
For review of revisions to approved plans, review of deferred submittal items and similar reviews we propose
to provide these services on an hourly basis using the rates listed in our Schedule of Hourly Billing Rates. For
partial reviews such as foundation only, structural only, life safety only, preliminary reviews, fire reviews or
others, we propose to negotiate a mutually agreeable fixed fee based on the specific services requested or
provide services on an hourly basis using the rates listed in our Schedule of Hourly Billing Rates. There is no
charge for shipping, supplies, or material costs.
INSPECTION SERVICES: Inspection services, when requested, can be provided at the hourly rates listed in our
Schedule of Hourly Billing Rates. There will be a minimum 8 -hour daily inspection charge for all on call
inspection services.
SCHEDULE OF HOURLY BILLING RATES
The rates displayed in the schedule below reflect BPR's current hourly billing rates.
CLASSIFICATION HOURLY BILLING RATE
Licensed Plan Review Engineer (structural, civil, electrical, mechanical).....................................$135
ICC Certified Plans Examiner.............................................................................................................110
CASp Plans Examiner or Inspector....................................................................................................120
ICCCertified Inspector*............................................................................................................95 to 115
Fire Protection Engineer....................................................................................................................135
ICCFire Plans Examiner.....................................................................................................................110
ICCFire Inspector...............................................................................................................................115
PermitTechnician*.....................................................................................................................65 to 75
Permit Technician Trainee/ Building Department Support Staff.......................................................50
*Range based on qualifications and number of certifications held
■ Shipping: There is no charge for courier or shipping services for plan reviews conducted off site.
■ Overtime: Inspection services and other hourly services provided in excess of eight hours per day,
nights, and weekends will be charged at 140% of the billing rates indicated above.
• Expedited Plan Reviews: Expedited plan reviews can be provided upon request. Fees for expedited
plan review services will be 145% of the above noted hourly rates.
• Mileage: Vehicle mileage utilized in the performance of inspection services will be billed at the
current IRS vehicle mileage rate.
■ Minimum Daily Charge: There will be a minimum 8 -hour daily charge for all on-call plan review
and/or inspection services provided within City offices.
BPR
Page 30
i
EXHIBIT C
NOTE: The City of Lodi is now using the online insurance program PINS Advantage. Once you have been awarded a
contract you will receive an email from the City's online insurance program requesting you to forward the email to your
insurance provider(s) to submit the required insurance documentation electronically
Insurance Requirements for Design Professionals-Architects/Engineers
Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages
to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the
Contractor, his agents, representatives, employees or subcontractors.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including
products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than
$2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this
project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto or if Contractor has no owned autos, then hired, and non -
owned autos with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit
of no less than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limits not less than
$2,000,000 per occurrence or claim.
Other Insurance Provisions:
(a) Additional Named Insured Status
The City of Lodi, its elected and appointed boards, commissions, officers, agents, employees, and volunteers are to be covered
as additional insureds on the CGL and auto policy with respect to liability arising out of work or operations performed by or on
behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations. General
liability coverage can be provided in the form of an endorsement to the Contractor's insurance (at least as broad as ISO Form
CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a
later edition is used
(b) Primary and Non -Contributory Insurance Endorsement
The limits of insurance coverage required may be satisfied by a combination of primary and umbrella or excess insurance. For
any claims related to this contract, the Contractor's insurance coverage shall be primary coverage at least as broad as ISO CG
20 01 04 13 as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained
by the Entity, its officers, officials, employees, or volunteers shall be excess of the Contractor's insurance and shall not contribute
with it.
(c) Waiver of Subrogation Contractor hereby grants to City of Lodi a waiver of any right to subrogation which any insurer of said
Contractor may acquire against the City of Lodi by virtue of the payment of any loss under such insurance. Contractor agrees to
obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether
or not the City of Lodi has received a waiver of subrogation endorsement from the insurer
NOTE: (1) The street address of the CITY OF LODI must be shown along with (a) and (b) and (c) above: 221 West Pine Street,
Lodi, California, 95240; (2) The insurance certificate must state, on its face or as an endorsement, a description of therp oiect
that it is insuring.
(d) Severability of Interest Clause
The term "insured" is used severally and not collectively, but the inclusion herein of more than one insured shall not operate to
increase the limit of the company's liability under the Contractors commercial general liability and automobile liability policies.
(e) Notice of Cancellation or Change in Coverage Endorsement
This policy may not be canceled nor the coverage reduced by the company without 30 days' prior written notice of such
cancellation or reduction in coverage to the Risk Manager, City of Lodi, 221 West Pine St., Lodi, CA 95240.
Page 1 1 of 2 pages I Risk: rev. 3/1/2018
(f) Continuity of Coverage
All policies shall be in effect on or before the first day of the Term of this Agreement. At least thirty (30) days prior to the expiration
of each insurance policy, Contractor shall furnish a certificate(s) showing that a new or extended policy has been obtained which
meets the minimum requirements of this Agreement. Contractor shall provide proof of continuing insurance on at least an annual
basis during the Term. If Contractor's insurance lapses or is discontinued for any reason, Contractor shall immediately notify the
City and immediately obtain replacement insurance. Contractor agrees and stipulates that any insurance coverage provided to the
City of Lodi shall provide for a claims period following termination of coverage which is at least consistent with the claims period or
statutes of limitations found in the California Tort Claims Act (California Government Code Section 810 et seq.).
(g) Failure to Comply
If Contractor fails or refuses to obtain and maintain the required insurance, or fails to provide proof of coverage, the City may obtain
the insurance. Contractor shall reimburse the City for premiums paid, with interest on the premium paid by the City at the maximum
allowable legal rate then in effect in California. The City shall notify Contractor of such payment of premiums within thirty (30) days
of payment stating the amount paid, the name(s) of the insurer(s), and rate of interest. Contractor shall pay such reimbursement
and interest on the first (1st) day of the month following the City's notice. Notwithstanding any other provision of this Agreement,
if Contractor fails or refuses to obtain or maintain insurance as required by this agreement, or fails to provide proof of insurance,
the City may terminate this Agreement upon such breach. Upon such termination, Contractor shall immediately cease use of the
Site or facilities and commence and diligently pursue the removal of any and all of its personal property from the site or facilities.
(h) Verification of Coverage
Consultant shall furnish the City with a copy of the policy declaration and endorsement page(s), original certificates and
amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates
and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required
documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to
require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at
any time. Failure to exercise this right shall not constitute a waiver of the City's right to exercise after the effective
date.
(i) Self -Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability
to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall
provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(j) Insurance Limits
The limits of insurance described herein shall not limit the liability of the Contractor and Contractor's officers, employees, agents,
representatives or subcontractors. Contractor's obligation to defend, indemnify and hold the City and its officers, officials,
employees, agents and volunteers harmless under the provisions of this paragraph is not limited to or restricted by any requirement
in the Agreement for Contractor to procure and maintain a policy of insurance.
(k) Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and
Consultant shall ensure that City is an additional insured on insurance required from subcontractors
(1) Claims Made Policies
If any of the required policies provide coverage on a claims -made basis:
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the
contract of work.
3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior
to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after
completion of contract work.
(m) Qualified Insurer(s)
All insurance required by the terms of this Agreement must be provided by insurers licensed to do business in the State of
California which are rated at least "A-, VI" by the AM Best Ratings Guide, and which are acceptable to the City. Non -admitted
surplus lines carriers may be accepted provided they are included on the most recent list of California eligible surplus lines
insurers (LESLI list) and otherwise meet City requirements.
Page 2 1 of 2 pages
Risk: rev. 3/1/2018
AGREEMENT FOR PROFESSIONAL SERVICES
ARTICLE 1
PARTIES AND PURPOSE
Section 1.1 Parties
THIS AGREEMENT is entered into on 2022, by and between
the CITY OF LODI, a municipal corporation (hereinafter "CITY"), and CSG
CONSULTANTS, INC., a California corporation (hereinafter "CONTRACTOR").
Section 1.2 Purpose
CITY selected the CONTRACTOR to provide the services required in
accordance with attached Scope of Services, Exhibit A, attached and incorporated by
this reference.
CITY wishes to enter into an agreement with CONTRACTOR for Building Codes
Plans Examining, Building Codes Inspection, Fire Codes Plans Examining, Fire Codes
Inspection, and Code Enforcement Services (hereinafter "Project") as set forth in the
Scope of Services attached here as Exhibit A. CONTRACTOR acknowledges that it is
qualified to provide such services to CITY.
ARTICLE 2
SCOPE OF SERVICES
Section 2.1 Scope of Services
CONTRACTOR, for the benefit and at the direction of CITY, shall perform the
Scope of Services as set forth in Exhibit A.
Section 2.2 Time For Commencement and Completion of Work
CONTRACTOR shall commence work pursuant to this Agreement, upon receipt
of a written notice to proceed from CITY or on the date set forth in Section 2.6,
whichever occurs first, and shall perform all services diligently and complete work under
this Agreement based on a mutually agreed upon timeline or as otherwise designated in
the Scope of Services.
CONTRACTOR shall submit to CITY such reports, diagrams, drawings and other
work products as may be designated in the Scope of Services.
CONTRACTOR shall not be responsible for delays caused by the failure of CITY
staff to provide required data or review documents within the appropriate time frames.
The review time by CITY and any other agencies involved in the project shall not be
counted against CONTRACTOR's contract performance period. Also, any delays due to
1
weather, vandalism, acts of God, etc., shall not be counted. CONTRACTOR shall
remain in contact with reviewing agencies and make all efforts to review and return all
comments.
Section 2.3 Meetings
CONTRACTOR shall attend meetings as may be set forth in the Scope of
Services.
Section 2.4 Staffing
CONTRACTOR acknowledges that CITY has relied on CONTRACTOR's
capabilities and on the qualifications of CONTRACTOR's principals and staff as
identified in its proposal to CITY. The Scope of Services shall be performed by
CONTRACTOR, unless agreed to otherwise by CITY in writing. CITY shall be notified
by CONTRACTOR of any change of Project Manager and CITY is granted the right of
approval of all original, additional and replacement personnel at CITY's sole discretion
and shall be notified by CONTRACTOR of any changes of CONTRACTOR's project staff
prior to any change.
CONTRACTOR represents it is prepared to and can perform all services within
the Scope of Services (Exhibit A) and is prepared to and can perform all services
specified therein. CONTRACTOR represents that it has, or will have at the time this
Agreement is executed, all licenses, permits, qualifications, insurance and approvals of
whatsoever nature are legally required for CONTRACTOR to practice its profession, and
that CONTRACTOR shall, at its own cost and expense, keep in effect during the life of
this Agreement all such licenses, permits, qualifications, insurance and approvals, and
shall indemnify, defend and hold harmless CITY against any costs associated with such
licenses, permits, qualifications, insurance and approvals which may be imposed against
CITY under this Agreement.
Section 2.5 Subcontracts
Unless prior written approval of CITY is obtained, CONTRACTOR shall not enter
into any subcontract with any other party for purposes of providing any work or services
covered by this Agreement.
Section 2.6 Term
The term of this Agreement commences on November 1, 2022 and terminates
upon the completion of the Scope of Services or on October 31, 2024, whichever occurs
first.
PJ
ARTICLE 3
COMPENSATION
Section 3.1 Compensation
CONTRACTOR's compensation for all work under this Agreement shall conform
to the provisions of the Fee Proposal, attached hereto as Exhibit B and incorporated by
this reference.
CONTRACTOR shall not undertake any work beyond the scope of this
Agreement unless such additional work is approved in advance and in writing by CITY.
Section 3.2 Method of Payment
CONTRACTOR shall submit invoices for completed work on a monthly basis, or
as otherwise agreed, providing, without limitation, details as to amount of hours,
individual performing said work, hourly rate, and indicating to what aspect of the Scope
of Services said work is attributable. CONTRACTOR's compensation for all work under
this Agreement shall not exceed the amount of the Fee Proposal.
Section 3.3 Costs
The Fee Proposal shall include all reimbursable costs required for the
performance of the Scope of Services. Payment of additional reimbursable costs
considered to be over and above those inherent in the original Scope of Services shall
be approved in advanced and in writing, by CITY.
Section 3.4 Auditing
CITY reserves the right to periodically audit all charges made by CONTRACTOR
to CITY for services under this Agreement. Upon request, CONTRACTOR agrees to
furnish CITY, or a designated representative, with necessary information and assistance
needed to conduct such an audit.
CONTRACTOR agrees that CITY or its delegate will have the right to review,
obtain and copy all records pertaining to performance of this Agreement.
CONTRACTOR agrees to provide CITY or its delegate with any relevant information
requested and shall permit CITY or its delegate access to its premises, upon reasonable
notice, during normal business hours for the purpose of interviewing employees and
inspecting and copying such books, records, accounts, and other material that may be
relevant to a matter under investigation for the purpose of determining compliance with
this requirement. CONTRACTOR further agrees to maintain such records for a period of
three (3) years after final payment under this Agreement.
3
ARTICLE 4
MISCELLANEOUS PROVISIONS
Section 4.1 Nondiscrimination
In performing services under this Agreement, CONTRACTOR shall not
discriminate in the employment of its employees or in the engagement of any sub
CONTRACTOR on the basis of race, color, religion, sex, sexual orientation, marital
status, national origin, ancestry, age, or any other criteria prohibited by law.
Section 4.2 ADA Compliance
In performing services under this Agreement, CONTRACTOR shall comply with
the Americans with Disabilities Act (ADA) of 1990, and all amendments thereto, as well
as all applicable regulations and guidelines issued pursuant to the ADA.
Section 4.3 Indemnification and Responsibility for Damage
CONTRACTOR to the fullest extent permitted by law, shall indemnify and hold
harmless CITY, its elected and appointed officials, directors, officers, employees and
volunteers from and against any claims, damages, losses, and expenses (including
reasonable attorney's fees and costs), arising out of performance of the services to be
performed under this Agreement, provided that any such claim, damage, loss, or
expense is caused by the negligent acts, errors or omissions of CONTRACTOR, any
subcontractor employed directly by CONTRACTOR, anyone directly or indirectly
employed by any of them, or anyone for whose acts they may be liable, except those
injuries or damages arising out of the active negligence, sole negligence, or sole willful
misconduct of the City of Lodi, its elected and appointed officials, directors, officers,
employees and volunteers. CITY may, at its election, conduct the defense or participate
in the defense of any claim related in any way to this indemnification. If CITY chooses at
its own election to conduct its own defense, participate in its own defense, or obtain
independent legal counsel in defense of any claim related to this indemnification,
CONTRACTOR shall pay all of the costs related thereto, including without limitation
reasonable attorney fees and costs. The defense and indemnification obligations
required by this Agreement are undertaken in addition to, and shall not in any way be
limited by the insurance obligations set forth herein.
Section 4.4 No Personal Liability
Neither the City Council, nor any other officer or authorized assistant or agent or
City employee shall be personally responsible for any liability arising under this
Agreement.
4
Section 4.5 Responsibility of CITY
CITY shall not be held responsible for the care or protection of any material or
parts of the work described in the Scope of Services prior to final acceptance by CITY,
except as expressly provided herein.
Section 4.6 Insurance Requirements for CONTRACTOR
CONTRACTOR shall take out and maintain during the life of this Agreement,
insurance coverage as set forth in Exhibit C attached hereto and incorporated by this
reference.
Section 4.7 Successors and Assigns
CITY and CONTRACTOR each bind themselves, their partners, successors,
assigns, and legal representatives to this Agreement without the written consent of the
others. CONTRACTOR shall not assign or transfer any interest in this Agreement
without the prior written consent of CITY. Consent to any such transfer shall be at the
sole discretion of CITY.
Section 4.8 Notices
Any notice required to be given by the terms of this Agreement shall be in writing
signed by an authorized representative of the sender and shall be deemed to have been
given when the same is personally served or upon receipt by express or overnight
delivery, postage prepaid, or three (3) days from the time of mailing if sent by first class
or certified mail, postage prepaid, addressed to the respective parties as follows:
To CITY: City of Lodi
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
Attn: Stephen Schwabauer
To CONTRACTOR: CSG Consultants, Inc.
1303 J Street, #270
Sacramento, CA 95814
Attn: Bob Latz
Section 4.9 Cooperation of CITY
CITY shall cooperate fully and in a timely manner in providing relevant
information it has at its disposal relevant to the Scope of Services.
Section 4.10 CONTRACTOR is Not an Employee of CITY
CONTRACTOR agrees that in undertaking the duties to be performed under this
Agreement, it shall act as an independent contractor for and on behalf of CITY and not
an employee of CITY. CITY shall not direct the work and means for accomplishment of
5
the services and work to be performed hereunder. CITY, however, retains the right to
require that work performed by CONTRACTOR meet specific standards without regard
to the manner and means of accomplishment thereof.
Section 4.11 Termination
CITY may terminate this Agreement, with or without cause, by giving
CONTRACTOR at least ten (10) days written notice. Where phases are anticipated
within the Scope of Services, at which an intermediate decision is required concerning
whether to proceed further, CITY may terminate at the conclusion of any such phase.
Upon termination, CONTRACTOR shall be entitled to payment as set forth in the
attached Exhibit B to the extent that the work has been performed. Upon termination,
CONTRACTOR shall immediately suspend all work on the Project and deliver any
documents or work in progress to CITY. However, CITY shall assume no liability for
costs, expenses or lost profits resulting from services not completed or for contracts
entered into by CONTRACTOR with third parties in reliance upon this Agreement.
Section 4.12 Confidentiality
CONTRACTOR agrees to maintain confidentiality of all work and work products
produced under this Agreement, except to the extent otherwise required by law or
permitted in writing by CITY. CITY agrees to maintain confidentiality of any documents
owned by CONTRACTOR and clearly marked by CONTRACTOR as "Confidential" or
"Proprietary", except to the extent otherwise required by law or permitted in writing by
CONTRACTOR. CONTRACTOR acknowledges that CITY is subject to the California
Public Records Act.
Section 4.13 Applicable Law, Jurisdiction, Severability, and Attorney's Fees
This Agreement shall be governed by the laws of the State of California.
Jurisdiction of litigation arising from this Agreement shall be venued with the San
Joaquin County Superior Court. If any part of this Agreement is found to conflict with
applicable laws, such part shall be inoperative, null, and void insofar as it is in conflict
with said laws, but the remainder of this Agreement shall be in force and effect. In the
event any dispute between the parties arises under or regarding this Agreement, the
prevailing party in any litigation of the dispute shall be entitled to reasonable attorney's
fees from the party who does not prevail as determined by the San Joaquin County
Superior Court.
6
Section 4.14 City Business License Requirement
CONTRACTOR acknowledges that Lodi Municipal Code Section 3.01.020
requires CONTRACTOR to have a city business license and CONTRACTOR agrees to
secure such license and pay the appropriate fees prior to performing any work
hereunder.
Section 4.15 Captions
The captions of the sections and subsections of this Agreement are for
convenience only and shall not be deemed to be relevant in resolving any question or
interpretation or intent hereunder.
Section 4.16 Integration and Modification
This Agreement represents the entire understanding of CITY and
CONTRACTOR as to those matters contained herein. No prior oral or written
understanding shall be of any force or effect with respect to those matters covered
hereunder. This Agreement may not be modified or altered except in writing, signed by
both parties.
Section 4.17 Contract Terms Prevail
All exhibits and this Agreement are intended to be construed as a single
document. Should any inconsistency occur between the specific terms of this
Agreement and the attached exhibits, the terms of this Agreement shall prevail.
Section 4.18 Severability
The invalidity in whole or in part of any provision of this Agreement shall not void
or affect the validity of any other provision of this Agreement.
Section 4.19 Ownership of Documents
All documents, photographs, reports, analyses, audits, computer media, or other
material documents or data, and working papers, whether or not in final form, which
have been obtained or prepared under this Agreement, shall be deemed the property of
CITY. Upon CITY's request, CONTRACTOR shall allow CITY to inspect all such
documents during CONTRACTOR's regular business hours. Upon termination or
completion of services under this Agreement, all information collected, work product and
documents shall be delivered by CONTRACTOR to CITY within ten (10) calendar days.
CITY agrees to indemnify, defend and hold CONTRACTOR harmless from any
liability resulting from CITY's use of such documents for any purpose other than the
purpose for which they were intended.
7
Section 4.20 Authority
The undersigned hereby represent and warrant that they are authorized by the
parties to execute this Agreement.
Section 4.21 Federal Transit Funding Conditions
❑ If the box at left is checked, the Federal Transit Funding conditions attached as
Exhibit D apply to this Agreement. In the event of a conflict between the terms of this
Agreement or any of its other exhibits, and the Federal Transit Funding Conditions, the
Federal Transit Funding Conditions will control.
Section 4.22 Counterparts and Electronic Siqnatures
This Agreement and other documents to be delivered pursuant to this Agreement
may be executed in one or more counterparts, each of which will be deemed to be an
original copy and all of which, when taken together, will be deemed to constitute one and
the same agreement or document, and will be effective when counterparts have been
signed by each of the parties and delivered to the other parties. Each party agrees that
the electronic signatures, whether digital or encrypted, of the parties included in this
Agreement are intended to authenticate this writing and to have the same force and
effect as manual signatures. Delivery of a copy of this Agreement or any other document
contemplated hereby, bearing an original manual or electronic signature by facsimile
transmission (including a facsimile delivered via the Internet), by electronic mail in
"portable document format" (".pdf") or similar format intended to preserve the original
graphic and pictorial appearance of a document, or through the use of electronic
signature software will have the same effect as physical delivery of the paper document
bearing an original signature.
8
Section 4.22 Counterparts and Electronic Signatures
This Agreement and other documents to be delivered pursuant to this Agreement
may be executed in one or more counterparts, each of which will be deemed to be an
original copy and all of which, when taken together, will be deemed to constitute one and the
same agreement or document, and will be effective when counterparts have been signed by
each of the parties and delivered to the other parties. Each party agrees that the electronic
signatures, whether digital or encrypted, of the parties included in this Agreement are
intended to authenticate this writing and to have the same force and effect as manual
signatures. Deiivery of a copy of this Agreement or any other document contemplated
hereby, bearing an original manual or electronic signature by facsimile transmission
(including a facsimile delivered via the Internet), by electronic mail in "portable document
format" (°.pdf') or similar format intended to preserve the original graphic and pictorial
appearance of a document, or through the use of electronic signature software will have the
same effect as physical delivery of the paper document bearing an original signature.
IN WITNESS WHEREOF, CITY and CONTRACTOR have executed this
Agreement as of the date first above written.
ATTEST:
OLIVIA HASHED
City Clerk
APPROVED AS TO FORM:
JANICE D. MAGDICH, City Attorney
By:
CITY OF LODI, a municipal corporation
STEPHEN SCHWABAUER
City Manager
CSG CONSULTANTS, INC., a California corporation
By: _
Name
Title:
Bob Latz
CBD Regional Manager
Attachments:
Exhibit A - Scope of Services
Exhibit B - Fee Proposal
Exhibit C - Insurance Requirements
Exhibit D - Federal Transit Funding Conditions (if applicable)
Funding Source: 27081000.72450 & 10061000.72450
(Business Unit &. Account No.)
192•ilW
C& Rev.44.20221T
8
Approach to Work
EXHIBIT A
CSG PROPOSAL TO THE CITY OF LODI
BUILDING INSPECTION DIVISION CONTRACT SERVICES
0
CSG's proposed team has been selected to best support the specific needs of the City and will deliver the
highest level of service through its application of technical expertise, knowledge of municipal processes and
procedures, efficient and effective customer care, and application of code compliance combined with
innovative and helpful alternatives. Our extensive experience in furnishing comprehensive building and fire
life safety services to jurisdictions provides a consistent, strong technical foundation to all projects. From
providing leading-edge digital plan review and online plan check status reporting to delivering faster -than -
scheduled turnaround times and code interpretations, CSG will deliver the highest quality services to the City
of Rocklin. CSG's approach to work includes the following methodologies and key benefits:
A wealth of fully committed and qualified personnel. We maintain staff that is fully licensed and
certified at the highest level of industry standards. To keep our personnel on the industry's leading
edge, many serve as instructors and lecturers and sit on boards and committees for organizations
developing and implementing important code regulations. We also keep current with the latest in
procedures and use of products.
P Customized, responsive services. We are skilled at assessing time commitments, developing accurate
work plans and applying dedicated, professional personnel with the skills and experience best -suited
for the project. We can quickly fine-tune staffing levels to match or adjust to changes in plan review,
inspection, and front counter activity and ensure responsiveness to customers. With our digital plan
review capabilities, we are able to utilize plan review resources from any of our regional offices. In
addition, we excel at coordinating with all agency departments as well as outside agencies.
P Rapid turnarounds and expedited services. With extensive experience in both code application and
the digital plan review process, our staff excels at performing expeditious turnarounds while
delivering thorough and accurate reviews. We easily match and more often beat any required review
turnaround deadlines.
Leading-edge, cost-saving technology and methods. CSG delivers a suite of digital options— speedy
digital plan reviews and electronic versions of plan comments; an easy-to-use online application for
plan submittal, tracking and approval of digital plans; and available full scanning and archiving
services. In addition, through knowledge gained from service to over 200 public agencies, we are
constantly improving and adapting to provide our clients with the most cost-effective services.
Environmentally friendly practices. Our corporate policy on sustainability supports a healthy
environment, reduces our carbon footprint and promotes environmental stewardship through
environmentally preferable purchasing and other actions including use of a digital plan review system
that bypasses paper consumption, and use of duplexing and recycled, post -consumer content paper
when printing is necessary.
5 CSG CONSULTANTS
CSG PROPOSAL TOTHE CITY OF LODI
BUILDING INSPECTION DIVISION CONTRACT SERVICES
BUILDING & FIRE PLAN REVIEW SERVICES
Our team of professionals is ready to assist in all aspects of plan review and to focus on the special needs and
requirements of each of our clients. We pledge thorough and accurate reviews and prompt turnaround times
and offer proven digital plan review services and comprehensive online status reports. CSG serves as an
active partner, working as a seamless extension of our public agency clients in performing the requested
services and working closely with the development community and public as directed.
Compliance Standards
Our engineers and plan reviewers carefully review all plans and
documents for compliance with building codes, fire codes, energy
conservation standards, and accessibility regulations adopted by the
State of California, and all local policies and ordinances including but
not limited to:
I
I
I
I
I
California Building Code, Volumes 1 and 2
California Residential Code
California Electrical Code A"s
California Plumbing Code
California Mechanical Code
California Fire Code
California Energy Code
California Green Building Standards Code (CALGreen)
California Existing Building Code
California Health and Safety Code
National Fire Protection Association (NFPA) Standards as adopted and referenced by the State of
California (California Code of Regulations, Title -19)
State Historical Building Code
NPDES/WQMP/SWPPP Compliance
Local adopted ordinances and amendments relative to building, fire and municipal codes, including
project Conditions of Approval from other agency departments, divisions, and regulating agencies
Digital Plan Review
CSG has been providing digital plan Leading the field
review services for over 20 years, digital plan revie
leading the consultant field with this
ground -breaking service. All paper plans services for over:
submitted to CSG for building and fire
plan review are immediately scanned
into digital files and stored on CSG's
servers for quick and easy access by both our clients and our plan
reviewers.
Our plan reviewers furnish electronic versions of their plan comments conforming to each client's established
correction list templates. Any additional forms utilized by the agency will be incorporated into the correction
comments and returned with the appropriate recommendations. Plan check comments can be delivered
electronically by email or other agency -approved means, enabling staff to immediately modify CSG's checklist
for incorporation with other department comments. We provide convenient, environmentally friendly digital
storage of all construction -related documents, and on request, can provide clients with a set of digitally
scanned plans at no additional cost.
In addition, for jurisdictions requesting a pure digital plan review workflow, we can enable an applicant to
submit digital files—with no size limitations—directly to CSG via our web -based application. Our application
6 CSG CONSULTANTS
CSG PROPOSAL TOTHE CITY OF LODI
BUILDING INSPECTION DIVISION CONTRACT SERVICES
includes an online portal for the applicant/jurisdiction to retrieve comments and marked -up digital plans
including redlines. Importantly, this service tracks the status of all submittals and re -submittals until the plans
have been approved.
Key features of our digital plan review service include:
Efficient. Plans are pushed to plan review staff the same day they are
received.
User-friendly. CSG developed its own online portal specifically to
manage the electronic file submittal process. Through use of this
interface, the applicant is no longer faced with size restrictions on email
attachments or required to learn complex file transfer settings.
Proven. We have provided a digital plan review option to our clients for
over 20 years.
Non -Proprietary. CSG's electronic review process is 100% PDF -based
with no additional software required to view redlines.
Plans Pickup and Delivery
CSG will coordinate pickup and delivery of plans and other materials from/to the agency via CSG personnel or
an approved alternative service.
Green Building and LEED Accreditation
Our Building Division team is experienced in plan review and inspection for compliance with CALGreen and
local green building ordinances and includes LEED Accredited Professionals. In addition, CSG Consultants has
the qualifications necessary to assist with both the development of policy and the implementation of green
and sustainable building practices. CSG's Sustainability Programs division can assist, for example, with
construction and demolition debris recycling programs and public outreach to the building industry.
OSHPD 3 Reviews
Our professional engineers and certified plans examiners are well -versed in the differences between CBC and
OSHPD 3 facilities and have successfully completed OSHPD 3 plan reviews for multiple client agencies.
7 CSG CONSULTANTS
Online Plan Check Status
_
CSG
CSG offers a convenient service allowing clients to check plan review status and
comments online. By accessing our secure Plan Check Status website, agency staff
CSG Plan Check System
as well as authorized applicants can view their project documents and plans and
gocommunicate
with the specific plan checker via e-mail. Staff and authorized
applicants can download comments upon completion of the plan check. There is no
additional cost for this service.
Plans Pickup and Delivery
CSG will coordinate pickup and delivery of plans and other materials from/to the agency via CSG personnel or
an approved alternative service.
Green Building and LEED Accreditation
Our Building Division team is experienced in plan review and inspection for compliance with CALGreen and
local green building ordinances and includes LEED Accredited Professionals. In addition, CSG Consultants has
the qualifications necessary to assist with both the development of policy and the implementation of green
and sustainable building practices. CSG's Sustainability Programs division can assist, for example, with
construction and demolition debris recycling programs and public outreach to the building industry.
OSHPD 3 Reviews
Our professional engineers and certified plans examiners are well -versed in the differences between CBC and
OSHPD 3 facilities and have successfully completed OSHPD 3 plan reviews for multiple client agencies.
7 CSG CONSULTANTS
BUILDING INSPECTION SERVICES
CSG PROPOSAL TOTHE CITY OF LODI
BUILDING INSPECTION DIVISION CONTRACT SERVICES
CSG provides fully integrated, multi -
disciplined building inspection services
for residential, commercial, and
industrial projects. Our inspection
personnel have an outstanding
mixture of technical expertise and
experience in all construction types.
We provide experienced, ICC certified
inspectors who work with a team
approach to ensure compliance with applicable codes and requirements and
provide solutions to mitigate potential risks and safety hazards. Using well -honed customer service and
communication skills our inspectors excel at educating stakeholders to keep projects moving forward. Our
inspectors also utilize current technologies and equipment to view plans and documents, research related
code requirements, document field conditions and progress, and share that information with stakeholders
while in the field.
Key services include but are not limited to the following:
P Providing inspection services to ensure project compliance with State
adopted codes and local amendments including building, electrical,
mechanical and plumbing codes
Offering code interpretation and education
P Seamlessly integrating into client organizations and consistently
enforcing policies and procedures
Addressing and resolving inquiries
P Maintaining records and files
Providing all vehicles, fuel, maintenance and other equipment
necessaryfor inspectors to carry out duties.
CERTIFIED ACCESS SPECIALIST PROGRAM SERVICES
CASp Plan Review Services
We understand California Building Departments are required to have
CASA certified staff in place and available for technical questions and
interpretations. Our CASp certified team members are knowledgeable of
state and federal accessibility laws and regulations and possess the
expertise necessary to promote access to facilities for persons with
disabilities. In accordance with current regulations, CSG can provide
CASA certified professionals to review plans for accessibility and to
facilitate compliance with regulations.
CASp Consultation Services
To facilitate the City's compliance with current rules and regulations, CSG will provide a CASp certified
professional for technical questions and interpretations and to perform accessibility compliance inspections
upon request.
8 CSG CONSULTANTS
CSG PROPOSAL TOTHE CITY OF LODI
BUILDING INSPECTION DIVISION CONTRACT SERVICES
FIRE INSPECTION SERVICES
CSG offers experienced, CSFM/ICC certified inspectors. Typical responsibilities include but are not limited to
providing inspection services for fire and life safety systems and construction and maintaining records and
files concerning fire permits and code administration documents. We offer fully integrated, multi -disciplined
fire inspection services for residential, commercial, and industrial projects, and are experienced in all
construction types. Our inspectors ensure compliance with applicable codes and requirements by identifying
code violations, offering solutions to developers, property owners and tenants on potential risks and safety
hazards, and by working as a team to correct violations. Our inspection staff easily integrates into client
organizations, consistently implementing policies and procedures and remaining transparent to applicants
and customers. Specific inspections include, but are not limited to:
P Automatic Fire Sprinkler Systems
Engineered and Pre-engineered Fire Protection Systems (e.g., kitchen hoods, spray booths, clean
agent systems)
P Fire Alarm Systems
Development Improvements (e.g., fire hydrant and other types of water supply systems, fire
department access, underground fire Services)
P Fire Code Maintenance/Life Safety (e.g., permitted sites, public and private schools, State licensed
facilities, hotels, motels and apartment complexes)
CODE ENFORCEMENT
CSG maintains experienced Code Enforcement Officers who are fully trained, licensed, and certified through the
California Association of Code Enforcement Officers (CACEO) and the National Environmental Health Association
(NEHA) for any code enforcement or health and safety challenges presented.
Code Enforcement Supervision
CSG can provide interim staffing to augment an agency's code enforcement personnel and day-to-day activities,
ensuring, for example, that procedures are followed, caseloads are managed effectively, and that code
enforcement officers work fairly and consistently with property owners and reporting parties. Our personnel are
adept at serving as liaisons for Code Enforcement units when interacting with members of other departments
and the general public. CSG Code Enforcement Managers are available to attend department meetings,
committee meetings and City Council meetings when appropriate.. They are also available to accompany code
enforcement officers, law enforcement, and other City staff as well as representatives of other agencies on field
visits when needed.
In addition, CSG personnel can review existing code enforcement programs—look for efficiencies and help
establish appropriate policies and procedures to facilitate the mission of the code enforcement unit.
Code Enforcement Services
CSG's Code Enforcement Officers work to identify code violations
and engage stakeholders and responsible parties to correct code
violations consistent with municipal and state codes tailored to the
specific needs of the agency. Examples of codes and ordinances
enforced include:
Zoning codes
Building codes
Housing codes
Public nuisance codes
State health & safety codes
P Property Maintenance
Special concerns such as noise abatement issues, business licensing and permits, work and safety
regulations, short term rental enforcement, massage, and human trafficking, and marijuana
dispensaries
9 CSG CONSULTANTS
CSG PROPOSAL TOTHE CITY OF LODI
BUILDING INSPECTION DIVISION CONTRACT SERVICES
Our Code Enforcement Officers have extensive experience and skills in the following key areas:
Code enforcement program review and analysis
P Code enforcement inspections to encourage voluntary compliance
P Preparing administrative remedies including issuing notices of violations and citations
Conducting administrative hearings
P Preparing program documentation and staff reports as well as committee and City Council
presentations
P Testifying on behalf of clients in administrative hearings or criminal court
P License and permit application review and processing
P Coordination of activities with multiple departments including Building, Planning, Community
Development, Police and City Attorneys
Providing information on municipal regulations to property owners, residents, businesses, and the
public, as well as for agency departments
P Meeting with property owners to obtain compliance
Maintaining records of inspections using online databases such as Infor, Trakit, Accela, and
Citizenserve
Writing letters and preparing reports for filing and documentation
Although a majority of our results are gained by voluntary compliance, our services include a full range of code
enforcement activities, including:
Enforcing administrative abatements and managing receiverships
P Testifying in public hearings and court proceedings on behalf of the agency
P Facilitating settlement agreements
Recommending changes to the code
10 CSG CONSULTANTS
CSG PROPOSAL TOTHE CITY OF LODI
BUILDING INSPECTION DIVISION CONTRACT SERVICES
COMMITMENT TO EXCELLENCE
Our People
Our clients benefit from the expertise of our team members who hold a wide variety of project experiences
and are motivated to achieve the highest level of technical proficiency and certification. Knowing technical
excellence is vital to successful service to our clients and to meeting their jurisdictions' level of safety and
code compliance, our team members are ICC certified, include registered engineers, and possess additional
required professional certifications. They routinely update their knowledge and skills through attendance of
specialized training classes and continuing certification seminars in the most current building codes and
standards as well as approved and modern methods, materials, tools and safety practices used in the
industry. In addition, we understand that integrity, responsive customer service, and excellent
communication and interpersonal skills are critical to on-the-job success, and we actively seek these qualities
in our team members.
We also support our team members in their participation in and contributions to the many important
associations and organizations within our industry. Many of our team members hold or have held key
positions within the organizations listed below and have served as in -demand instructors and trainers.
League of California Cities
International Code Council
California Building Officials
County Building Officials Association of California
ICC Chapters of Ventura, Central Coast, Los Angeles
Basin, Orange Empire, Foothill, Coachella, Redwood
Empire, Napa-Solano, Peninsula, East Bay, Monterey,
Sacramento Valley, Yosemite, Shasta Cascade
Certified Access Specialist Institute (CAST)
California Fire Chiefs Association
Northern California Fire Prevention Officers
Southern California Fire Prevention Officers
National Fire Protection Association
California Automatic Fire Alarm Association
American Fire Sprinkler Association
National Fire Sprinkler Association
American Public Works Association
American Society of Safety Engineers (ASSE)
Institute of Transportation Engineers
Structural Engineers Association of Northern California
Structural Engineers Association of Southern California
American Planning Association (APA) California Chapter
Orange, Los Angeles, Northern, Sacramento Valley,
Inland Empire, and Central
American Institute of Certified Planners (AIP)
Urban Land Institute (ULI)
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International City/County Management Association (ICMA)
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11 CSG CONSULTANTS
CSG PROPOSAL TOTHE CITY OF LODI
BUILDING INSPECTION DIVISION CONTRACT SERVICES
Quality Assurance
Key to our approach to quality assurance is that it must occur throughout the entirety of the project and with
the right people involved every step of the way. Our team's unwavering integrity and commitment are
combined with our internal processes and leading-edge digital technology to consistently produce quality
work products and maintain highly satisfied clients. At project outset, CSG's project manager assigns the
most technically specialized team members who, through their experience and training, best understand the
needs of our client. Our quality control processes include verifying procedures and code requirements,
defining and applying standards used in code applications, and assessing work products to ensure that
jurisdictional requirements and expectations are met.
12 CSG CONSULTANTS
CSG PROPOSAL TOTHE CITY OF LODI
BUILDING INSPECTION DIVISION CONTRACT SERVICES
AVAILABILITY AND CUSTOMER SERVICE
We clearly understand the importance of our role in the success of the City and commit to providing project
stakeholders and City staff with the highest level of service while functioning as a seamless extension of the
City. We believe effective communication, responsiveness and an intense focus on customer service are
essential to developing and continuing a successful working relationship between City staff, project
stakeholders and CSG's team members.
Office Hours and Meeting Availability
Plan Review
CSG plan checkers are available for inquiries, at no additional charge, anytime
during normal business hours via phone or email, Monday through Friday. Our
plan checkers can typically respond to the City for all questions or requests
generated during any plan review on the same day, but no later than the
following day a request is received.
For the City's convenience, we can also meet in-person with City staff and
project stakeholders, or can utilize video conferencing, if convenient for the parties involved. We recognize
the value of pre -design consultation with prospective applicants and are available to provide this service as
well. Our designated project manager will be available in-person for consultation and meetings with a
reasonable lead time.
Inspection
CSG inspectors can be ready to provide services upon request to CSG's designated project manager. We are
flexible and can alter our hours to meet the City's needs. Evening and weekend inspections for special
construction events can be accommodated with sufficient notice. CSG staff can typically respond to the City
for all questions or requests generated during field inspections on the same day, but no later than the
following day a request is received.
Code Enforcement
CSG Code Enforcement Officers can be ready to provide services upon request to CSG's designated project
manager.
13 CSG CONSULTANTS
Fee Schedule
EXHIBIT B
CSG PROPOSAL TOTHE CITY OF LODI
BUILDING INSPECTION DIVISION CONTRACT SERVICES
v
CSG's fee schedule for proposed work is provided below. CSG will coordinate the pickup and return of all
plans to CSG via CSG staff or a licensed courier service. This service is provided at no additional cost.
Plan review is based on a percentage of plan check fees and includes the initial plan review and two
subsequent reviews. Additional reviews, deferred submittals, revisions, and RFIs will be charged at the
appropriate hourly rate below or as otherwise determined by mutual agreement with the City. RFIs for larger
developments will be performed at an hourly rate, and turnaround times will be agreed upon in advance with
the City.
PERSONNEL•
RATE
BUILDING SERVICES
Off-site Building Plan Review
70% of City's Plan Check Fee
Expedited Plan review percentage
90% of City's Plan Check Fee
$115
Certified Building Plan Reviewer
$150
Structural Plan Review (Structural Engineer)
Structural Plan Review (Professional Engineer)
$135
Expedited Plan Review hourly
1.5 x Hourly Rate
CASp Inspector
$135
CASp Consultation
$135
Certified Senior Building Inspector
$125
tified Building Inspector
$110
FIRE SERVICES
i
Fire Plan Review
$130
Fire Inspection
$130
Fire Protection Engineer
$250
CODE ENFORCEMENT SERVICES
Code Enforcement Manager
$180
Senior Code Enforcement Officer
$140
Code Enforcement Officer II
$130
Code Enforcement Officer 1
$110
All hourly rates include salaries, benefits, workers compensation insurance, local travel and miscellaneous
office expenses. Should the scope of work change, or circumstances develop which necessitate special
handling, CSG will notify the City prior to proceeding. Overtime services will be billed at 1.5x the applicable
hourly rate. On July 1 of each year following the contract start date, CSG will initiate an hourly rate increase
based on change in CPI for the applicable region. CSG will mail an invoice every month for services rendered
during the previous month. Unless otherwise agreed, payment terms are 30 -days from receipt of invoice.
21 CSG CONSULTANTS
i
EXHIBIT C
NOTE: The City of Lodi is now using the online insurance program PINS Advantage. Once you have been awarded a
contract you will receive an email from the City's online insurance program requesting you to forward the email to your
insurance provider(s) to submit the required insurance documentation electronically
Insurance Requirements for Design Professionals-Architects/Engineers
Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages
to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the
Contractor, his agents, representatives, employees or subcontractors.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including
products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than
$2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this
project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto or if Contractor has no owned autos, then hired, and non -
owned autos with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit
of no less than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limits not less than
$2,000,000 per occurrence or claim.
Other Insurance Provisions:
(a) Additional Named Insured Status
The City of Lodi, its elected and appointed boards, commissions, officers, agents, employees, and volunteers are to be covered
as additional insureds on the CGL and auto policy with respect to liability arising out of work or operations performed by or on
behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations. General
liability coverage can be provided in the form of an endorsement to the Contractor's insurance (at least as broad as ISO Form
CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a
later edition is used
(b) Primary and Non -Contributory Insurance Endorsement
The limits of insurance coverage required may be satisfied by a combination of primary and umbrella or excess insurance. For
any claims related to this contract, the Contractor's insurance coverage shall be primary coverage at least as broad as ISO CG
20 01 04 13 as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained
by the Entity, its officers, officials, employees, or volunteers shall be excess of the Contractor's insurance and shall not contribute
with it.
(c) Waiver of Subrogation Contractor hereby grants to City of Lodi a waiver of any right to subrogation which any insurer of said
Contractor may acquire against the City of Lodi by virtue of the payment of any loss under such insurance. Contractor agrees to
obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether
or not the City of Lodi has received a waiver of subrogation endorsement from the insurer
NOTE: (1) The street address of the CITY OF LODI must be shown along with (a) and (b) and (c) above: 221 West Pine Street,
Lodi, California, 95240; (2) The insurance certificate must state, on its face or as an endorsement, a description of therp oiect
that it is insuring.
(d) Severability of Interest Clause
The term "insured" is used severally and not collectively, but the inclusion herein of more than one insured shall not operate to
increase the limit of the company's liability under the Contractors commercial general liability and automobile liability policies.
(e) Notice of Cancellation or Change in Coverage Endorsement
This policy may not be canceled nor the coverage reduced by the company without 30 days' prior written notice of such
cancellation or reduction in coverage to the Risk Manager, City of Lodi, 221 West Pine St., Lodi, CA 95240.
Page 1 1 of 2 pages I Risk: rev. 3/1/2018
(f) Continuity of Coverage
All policies shall be in effect on or before the first day of the Term of this Agreement. At least thirty (30) days prior to the expiration
of each insurance policy, Contractor shall furnish a certificate(s) showing that a new or extended policy has been obtained which
meets the minimum requirements of this Agreement. Contractor shall provide proof of continuing insurance on at least an annual
basis during the Term. If Contractor's insurance lapses or is discontinued for any reason, Contractor shall immediately notify the
City and immediately obtain replacement insurance. Contractor agrees and stipulates that any insurance coverage provided to the
City of Lodi shall provide for a claims period following termination of coverage which is at least consistent with the claims period or
statutes of limitations found in the California Tort Claims Act (California Government Code Section 810 et seq.).
(g) Failure to Comply
If Contractor fails or refuses to obtain and maintain the required insurance, or fails to provide proof of coverage, the City may obtain
the insurance. Contractor shall reimburse the City for premiums paid, with interest on the premium paid by the City at the maximum
allowable legal rate then in effect in California. The City shall notify Contractor of such payment of premiums within thirty (30) days
of payment stating the amount paid, the name(s) of the insurer(s), and rate of interest. Contractor shall pay such reimbursement
and interest on the first (1st) day of the month following the City's notice. Notwithstanding any other provision of this Agreement,
if Contractor fails or refuses to obtain or maintain insurance as required by this agreement, or fails to provide proof of insurance,
the City may terminate this Agreement upon such breach. Upon such termination, Contractor shall immediately cease use of the
Site or facilities and commence and diligently pursue the removal of any and all of its personal property from the site or facilities.
(h) Verification of Coverage
Consultant shall furnish the City with a copy of the policy declaration and endorsement page(s), original certificates and
amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates
and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required
documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to
require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at
any time. Failure to exercise this right shall not constitute a waiver of the City's right to exercise after the effective
date.
(i) Self -Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability
to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall
provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(j) Insurance Limits
The limits of insurance described herein shall not limit the liability of the Contractor and Contractor's officers, employees, agents,
representatives or subcontractors. Contractor's obligation to defend, indemnify and hold the City and its officers, officials,
employees, agents and volunteers harmless under the provisions of this paragraph is not limited to or restricted by any requirement
in the Agreement for Contractor to procure and maintain a policy of insurance.
(k) Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and
Consultant shall ensure that City is an additional insured on insurance required from subcontractors
(1) Claims Made Policies
If any of the required policies provide coverage on a claims -made basis:
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the
contract of work.
3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior
to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after
completion of contract work.
(m) Qualified Insurer(s)
All insurance required by the terms of this Agreement must be provided by insurers licensed to do business in the State of
California which are rated at least "A-, VI" by the AM Best Ratings Guide, and which are acceptable to the City. Non -admitted
surplus lines carriers may be accepted provided they are included on the most recent list of California eligible surplus lines
insurers (LESLI list) and otherwise meet City requirements.
Page 2 1 of 2 pages
Risk: rev. 3/1/2018
RESOLUTION NO. 2022-252
A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING THE
CITY MANAGER TO EXECUTE PROFESSIONAL SERVICES AGREEMENTS
WITH 4 LEAF, INC., OF PLEASANTON; INTERWEST CONSULTING GROUP,
INC., OF ROSEVILLE; BUREAU VERITAS NORTH AMERICA, INC., OF
SACRAMENTO; BPR CONSULTING GROUP, LLC, OF EL DORADO HILLS; AND
CSG CONSULTANTS, INC., OF SACRAMENTO, FOR BUILDING CODES PLANS
EXAMINING, BUILDING CODES INSPECTION, FIRE CODES PLANS EXAMINING,
FIRE CODES INSPECTION, AND CODE ENFORCEMENT SERVICES
WHEREAS, in August 2022, staff requested written quotes from five companies that can
provide the required services for building codes plans examining, building codes inspection, fire
codes plans examining, fire codes inspection, and code enforcement services. All five submitted
the required documentation; and
WHEREAS, the Building and Safety Division relies on outside consultants to provide
professional building industry services on an as -needed basis, and there is a need for multiple
contracts to ensure availability. Staff has been operating with contracts that will terminate on
October 31, 2022; and
WHEREAS, execution of the agreements does not obligate the City to use the services,
but offers the flexibility in providing the best service to the public.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
authorize the City Manager to execute two-year Professional Services Agreements with two
optional two-year extensions with 4 Leaf, Inc., of Pleasanton, California; Interwest Consulting
Group, Inc., of Roseville, California; Bureau Veritas North America, Inc., of Sacramento,
California; BPR Consulting Group, LLC, of EI Dorado Hills, California; and CSG Consultants,
Inc., of Sacramento, California, for building codes plans examining, building codes inspection,
fire codes plans examining, fire codes inspection, and code enforcement services, in an amount
not to exceed $1,200,000 over the possible six-year term; and
BE IT FURTHER RESOLVED, pursuant to Section 6.3q of the City Council Protocol
Manual (adopted 11/6/19, Resolution No. 2019-223), the City Attorney is hereby authorized to
make minor revisions to the above -referenced document(s) that do not alter the compensation
or term, and to make clerical corrections as necessary.
Dated: October 19, 2022
I hereby certify that Resolution No. 2022-252 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held October 19, 2022, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
COUNCIL MEMBERS — Hothi, Khan, Kuehne, Nakanishi, and
Mayor Chandler
COUNCIL MEMBERS — None
COUNCIL MEMBERS — None
COUNCIL MEMBERS — None
2022-252
OLIVIA NASHED
City Clerk