HomeMy WebLinkAboutItem 23 - On-Call Building Safety Division Consultant Service Agreements Planning and Building Agency
www.santa-ana.org/departments/planning-and-building/
Item # 23
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 17, 2022
TOPIC: On-Call Building Safety Division Consultant Service Agreements
AGENDA TITLE:
Approve On-call Building Safety Division Services for the Planning and Building Agency
(General Fund and Non-General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute agreements, as provided in the attached template
approved as to form by the City Attorney, to engage each of the fourteen firms listed
below for a period of three years, beginning May 17, 2022 through May 16, 2025, with
the option to renew for up to one additional year, to provide on-call Building Safety
Services for an aggregated not to exceed amount of $4,600,000.
4LEAF BPR Consulting Group
Building Code Services Inc CSG Consultant’s Inc.
HR Green Pacific, Inc.JAS Pacific
JLee Engineering, Inc.OC Plan Review LLC
Scott Fazekas & Associates, Inc.The Code Group, Inc. (VCA Code)
Transtech Engineers, Inc.TRB & Associates
True North Compliance Services West Coast Code Consultants, Inc.
DISCUSSION
On November 5, 2019, the City Council approved agreements with 14 consulting firms to
provide the City with as-needed Building Safety Division services with an aggregated not-
to-exceed $2,400,000 for a period of three years, ending November 5, 2022.
Development activity in the City has been trending upward since 2011 and the high permit
activity has been sustained even through the COVID-19 pandemic, as the Planning and
Building Agency remained open for business to allow construction and development to
continue and flourish. Building activity in the City remains at a high level and the approval
of agreements with on-call consultants would allow for expedited customer services
through plan check services that the building community is requesting. Continuing to
On-Call Building Safety Division Consultant Service Agreements
May 17, 2022
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secure contract inspection staff provides a means to expeditiously service projects and
reduce response time for inspection of general workload by permanent in-house staff.
The Planning and Building Agency has continued to improve customer service by
streamlining processes, such as by introducing an electronic plan review system,
migrating to a digital environment through scanning of all building permit and plan records,
and working to implement an online portal permitting system through a new
comprehensive land management system. To meet continued construction activity and
the associated Building Safety Services demand, staff recommends new agreements for
on-call services to allow continuity of timely and first-rate customer service.
SELECTION PROCESS
On March 25, 2022, the Planning and Building Agency released a Request for
Qualifications (RFQ) to seek firms to provide Permit, Plan Check, and Building Inspection
Services on an as-needed basis. Vendors were required to submit descriptions of their
firms, relevant experience and qualifications, references, and their proposed hourly rates
at various levels through PlanetBids. The criteria for evaluating the proposals submitted
considered the following:
Firm/Team Experience 25%
Understanding of Need 20%
Relevant Project Experience 25%
References 5%
Fee 25%
Proposals were accepted through April 8, 2022. The City notified 408 firms of the RFQ
proposal period. Seven of those vendors were Santa Ana vendors. Thirty-four vendors
downloaded the RFQ from PlanetBids, none of which were Santa Ana vendors. Of the
34 prospective bidders, 14 vendors submitted complete proposals by the deadline.
Vendors from the previous Building Safety Division services agreement were also
notified of the RFQ and were encouraged to submit for continued services. Of the 14
previously selected vendors, two were vendors located in Santa Ana. Those two
vendors did not submit a proposal.
The selection processes consisted of a three-member panel from the Planning and
Building Agency and the Public Works Agency. The selected vendors will provide on-call
Building Safety Division services including plan review, technical, inspection services, and
expedited services for the Planning & Building Agency.
An appointment to the pre-approved list does not guarantee work to a consultant. If
needed, firms will be selected based upon their ability to perform the required work within
the timeframe needed and budget constraints. The authorization of the City Manager to
execute agreements for on-call Building Safety Division Services with the list of 14 firms
will allow the Building Safety Division to hire qualified, experienced consultants for specific
On-Call Building Safety Division Consultant Service Agreements
May 17, 2022
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projects and tasks promptly. As a result, staff will be better able to respond quickly to
fluctuating demands and ultimately provide better service to the City of Santa Ana.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Accelerated plan check fees and expedited inspection fees paid to the City by the
applicant for each project contracted out for Building Safety services will fully fund the
consultants’ cost to perform the respective plan check and inspections.
Expedited inspection fees and accelerated plan check fees will be paid by the applicant
before the consultant commences any work and the fees will be deposited by the
applicant into the following accounts:
Expedited inspection services account no. 05316002-53618 and fees paid to the
consultant will be recorded from account no. 05316021-62323;
Accelerated plan check fees account no. 05316002-53637 and fees paid to the
consultant will be recorded from account no.05316021-62318;
As needed, monies from the General Fund will be utilized for processing City-
related projects.
Building Safety permit and inspection services – contract services fees will be
recorded in account no. 01116520-62300; and
Building Safety permit and plan check – contract services fees will continue to be
recorded in account no. 01116530-62300.
Funds will be budgeted in FY 2021-22 and subsequent fiscal years in the listed
accounts for the specified years of the term.
Proposed Budget FY 2022 - 2025
Fiscal Year Accounting
Unit
Fund Description Account Unit,
Account Description
Amount
May 2022 – June
30, 2022
05316021-
62318
Accelerated Plan
Check
Planning & Building –
Accelerated Plan
Check
$400,000
Total $400,000
2022/23 05316021-
62323
Expedited
Inspections
Planning & Building –
Expedited Inspections
$100,000
01116520-
62300
General Fund Contract Services-
Professional
$300,000
05316021-
62318
Accelerated Plan
Check
Planning & Building –
Accelerated Plan
Check
$900,000
On-Call Building Safety Division Consultant Service Agreements
May 17, 2022
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2
6
6
6
01116530-
62300
General Fund Contract Services-
Professional
$100,000
Total $1,400,000
2023/24 05316021-
62323
Expedited
Inspections
Planning & Building –
Expedited Inspections
$100,000
01116520-
62300
General Fund Contract Services-
Professional
$300,000
05316021-
62318
Accelerated Plan
Check
Planning & Building –
Accelerated Plan
Check
$900,000
01116530-
62300
General Fund Contract Services-
Professional
$100,000
Total $1,400,000
2024/25 05316021-
62323
Expedited
Inspections
Planning & Building –
Expedited Inspections
$100,000
01116520-
62300
General Fund Contract Services-
Professional
$300,000
05316021-
62318
Accelerated Plan
Check
Planning & Building –
Accelerated Plan
Check
$900,000
01116530-
62300
General Fund Contract Services-
Professional
$100,000
Total $1,400,000
Grand Total $4,600,000
EXHIBIT(S)
1. Sample Agreement
2. List of Selected Building Safety Services Firms
Submitted By: Minh Thai, Executive Director of Planning and Building Agency
Approved By: Kristine Ridge, City Manager
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AGREEMENT TO PROVIDE ON-CALL BUILDING SAFETY INSPECTION
SERVICES
THIS AGREEMENT is made and entered into this 17th day of May, 2022 by and between
________________ (“Consultant”), and the City of Santa Ana, a charter city and municipal
corporation organized and existing under the Constitution and laws of the State of California
(“City”).
RECITALS
A. On March 25, 2022, the City issued Request for Qualification No. 22-050, by which
it sought Consultants to provide on-call building safety consultant services for the
Planning and Building Agency of the City of Santa Ana.
B. The scope of work may include any and all work efforts related to City projects to
provide Plan Check and Building Inspection services and customer assistance for
the City of Santa Ana. The intent is to minimize response time and improve
customer services by supplementing in-house staff with consulting services on an
as-needed basis.
C. Consultant submitted a responsive proposal that was among those selected by the
City. Consultant represents that it is able and willing to provide the services
described in the scope of work that was included in RFQ No. 22-050 and attached
hereto as Exhibit A.
D. Consultant has been selected as one of the fourteen (14) vendors which qualified
for this engagement. Only those consultants approved by the City Council on May
17, 2022 shall be eligible to be engaged by the City for these services.
E. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably
be expected from a professional contracting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
a. On an as-needed basis, and at the sole discretion of City, Consultant shall perform
the services that are described in Exhibit A, attached and incorporated by reference
as though fully set forth herein.
2. COMPENSATION
a. As Consultant is one of fourteen (14) selected vendors selected by the City, City
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neither warrants nor guarantees any minimum or maximum compensation to
Consultant under this Agreement. Consultant shall be paid only for actual services
performed under this Agreement at the rates and charges identified in Exhibit A.
The total amount to be expended during the term of this Agreement, as approved
by Council amongst the fourteen (14) selected vendors, shall not exceed Four
Million Six Hundred Thousand Dollars and Zero Cents ($4,600,000).
b. Where applicable, City shall recognize and pay for any outstanding invoices for
work performed by any of the fourteen (14) selected vendors for building safety
consultant services performed by the Consultant for work previously performed for
the City.
c. Payment by City shall be made within forty-five (45) days following receipt of
proper invoice evidencing work performed, subject to City accounting procedures.
Payment need not be made for work which fails to meet the standards of
performance set forth in the Recitals and Scope of Work, which may reasonably be
expected by City.
3. TERM
This Agreement shall commence on the date first written above for a three (3) year term
with the option for the City to grant up to a one (1) year renewal, exercisable by a writing by the
City manager and the City Attorney, unless terminated earlier in accordance with Section 16,
below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer-employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
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perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City’s sole risk.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain
and shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Minimum Scope and Limit of Insurance
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
$1,000,000 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 (Code 1), or if Consultant has no owned autos, hired, (Code 8)
and non-owned autos (Code 9), with a 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
appropriate to the Consultant’s profession, with limit no less than
$2,000,000 per occurrence or claim.
5. Broader Coverage: if the Consultant maintains broader coverage
and/or higher limits than the minimums shown above, the City
requires and shall be entitled to the broader coverage and/or the
higher limits maintained by the Consultant. Any available insurance
proceeds in excess of the specified minimum limits of insurance and
coverage shall be available to the City.
b. Other Insurance Provisions
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1. Additional Insured Status: The City, its officers, officials,
employees, and volunteers are to be covered as additional insureds
on the CGL policy with respect to liability arising out of work or
operations performed by or on behalf of the Consultant 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 Consultant’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).
2. Primary Coverage: For any claims related to this contract, the
Consultant’s insurance coverage shall be primary coverage at least
as broad as ISO CG 20 01 04 13 as respects the City, its officers,
officials, employees, and volunteers. Any insurance or self-
insurance maintained by the City, its officers, officials, employees,
or volunteers shall be excess of the Consultant’s insurance and shall
not contribute with it.
3. Notice of Cancellation: Each insurance policy required above shall
provide that coverage shall not be canceled, except with notice to
the City.
4. Waiver of Subrogation: Consultant hereby grants to City a waiver
of any right to subrogation that any insurer of said Consultant may
acquire against the City by virtue of the payment of any loss under
such insurance. Consultant 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 has received
a waiver of subrogation endorsement from the insurer.
5. Self-Insured Retentions: Self-insured retentions must be declared
to and approved by the City. The City may require the Consultant to
purchase coverage with a lower retention or 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.
6. Acceptability of Insurers: Insurance is to be placed with insurers
authorized to conduct business in the state with a current A.M.
Best’s rating of no less than A:VII, unless otherwise acceptable to
the City.
7. Claims Made Policies (applicable only to professional liability):
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i. The Retroactive Date must be shown, and must be before the
date of the contract or the beginning of contract work.
ii. Insurance must be maintained and evidence of insurance
must be provided for at least five (5) years after completion
of the contract of work.
iii. 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 work.
8. Verification of Coverage: Consultant shall furnish the City with
original Certificates of Insurance including all required amendatory
endorsements (or copies of the applicable policy language effecting
coverage required by this clause) and a copy of the Declarations and
Endorsement Page of the CGL policy listing all policy endorsements
to City before work begins. 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.
9. 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.
10. Special Risks or Circumstances: City reserves the right to modify
these requirements, including limits, based on the nature of the risk,
prior experience, insurer, coverage, or other special circumstances.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, consultants, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Consultant or its Consultants, subcontractors, agents, employees, or
other persons acting on their behalf which relates to the services described in section 1 of this
Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution,
judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement.
This indemnity and hold harmless agreement applies to all claims for damages, just compensation,
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restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the
events referred to in this Section or by reason of the terms of, or effects, arising from this
Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the
defense of the City, including fees and costs for special counsel to be selected by the City,
regarding any action by a third party challenging the validity of this Agreement, or asserting that
personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal
or property rights arises by reason of the terms of, or effects arising from this Agreement. City
may make all reasonable decisions with respect to its representation in any legal proceeding.
Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code
Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section
2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful
misconduct of the Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents,
representatives, and employees against any and all liability, including costs, and attorney’s fees,
for infringement of any United States’ letters patent, trademark, or copyright contained in the work
product or documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. “Confidential Information” shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant
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without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Consultant without reference to information disclosed by the
City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interest and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services.
12. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
Executive Director
Planning and Building Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
Fax: 714-647-5897
To Consultant:
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
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13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral
or written, between the parties. In the event of a conflict between the terms of this Agreement and
any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be
modified except by written instrument signed by the City and by an authorized representative of
Consultant. The parties agree that any terms or conditions of any purchase order or other
instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not
bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no
representations, inducements, promises or agreements, orally or otherwise, have been made by any
party, or anyone acting on behalf of any party, which are not embodied herein.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City’s prior written consent shall be considered null and void. Nothing in this Agreement
shall be construed to limit the City’s ability to have any of the services which are the subject to
this Agreement performed by City personnel or by other consultants retained by City.
15. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Consultant consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
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17. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
promotion, termination or other employment related activities or any services provided under this
Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
18. JURISDICTION-VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney’s fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. All exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
[signatures on next page]
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST: CITY OF SANTA ANA
________________________ _________________________
DAISY GOMEZ KRISTINE RIDGE
Clerk of the Council City Manager
APPROVED AS TO FORM CONSULTANT
SONIA R. CARVALHO
City Attorney
By: _____________________ ____________________________
Brandon Salvatierra Name:
Deputy City Attorney Title:
RECOMMENDED FOR APPROVAL
____________________________
MINH THAI
Executive Director
Planning and Building Agency
EXHIBIT A
SCOPE OF SERVICES
General Description
Building Safety Division of the City of Santa Ana foresees the submittal of many construction
projects in the near future. Therefore, the City is seeking the services of professional
consultants to support the efforts of City staff in the area of Building Safety Services including
Plan Check Services, Inspection Services and Technical Services.
Scope of Services
A. Plan Review Services
Consultant shall perform the following services for each assigned building plan review.
1. Detail review of the mechanical, plumbing, electrical and building (architectural and
structural) plans. Review supporting documents for industrial, commercial, residential
and public buildings and determine compliance with applicable building standards as
related to existing and proposed buildings.
2. Review the plans for compliance with California state-mandated regulations for energy
conservation, disabled access, green building standards and City adopted ordinances.
3. Review the plans for compliance with Federal Flood Plain regulations for projects in the
special flood hazard area designated on the flood insurance rate map (FIRM) as Flood
Zone A or AE.
4. Recheck and approval of final plans and supporting documents to be provided without
additional charge for recheck.
5. Submittal of approved plans and all supporting documents to the City of Santa Ana.
6. Provide all necessary liaison with applicants via phone, e-mail or in person to expedite
the review process and consult on complex code issues with City of Santa Ana Building
Official.
7. Plan review report to be customized for each project and be delivered via fax, mail or
e-mail to City and the applicant.
8. Structural portion of the plans to be reviewed by California Licensed Civil or Structural
Engineer.
9. Plan reviewer to be consistent, accurate, available and responsive to the City and the
applicant via phone, fax, e-mail and meetings. Also, the plan reviewer shall be available
to the Building Official and his staff to help answer Code questions arising from review.
Plan reviewer shall provide assistance in evaluation of alternate materials, design and
methods of construction proposed by applicant.
10. Plan reviewer shall be available, at no expense to the City of Santa Ana, to meet at the
City office with owners, architects, engineers and contractors to discuss the Plan Check
issues.
11. Plan reviewer to verify that the job description, square footages, occupancy
classifications and type of construction, on the permit application agrees with the plans
and specifications. Plan reviewer will also verify the building valuation based upon
valuation costs used by the City of Santa Ana.
12. Initial Plan review to be complete within ten (10) working days and recheck within five (5)
working days.
13. Consultant fee for review services to be 55% of the City of Santa Ana Standard Plan
Check Fee, excluding any accelerated plan check fee.
14. Hourly projects including revisions, deferred submittals, trusses, stairs, curtain walls,
mechanical, plumbing and electrical plan reviews will be checked on an hourly rate of
$100.00/hour when performed by a Certified Plans Examiner and a rate of $130.00/hour
when performed by a registered Senior Plan Check Engineer.
15. Expedited Plan Review will be provided when requested for an individual project and will
be an additional 30% of the plan review fees above. For Expedited Plan Review, the
initial plan review to be complete within five (5) to seven (7) working days and recheck
within five (5) working days.
16. Fee(s) are charged in conformance with the City's Miscellaneous Fee Schedule.
17. Provide in-house temporary staff.
18. Courier service for pickup and delivery of plans to the City shall be provided at no
additional cost.
19. Plan review shall be performed electronically using the City’s electronic plan review
system when requested by the City. No additional fees shall be charged for electronic
plan review.
B. Building Inspection Services
Consultant shall perform the following services.
1. Building inspection services for industrial, commercial, residential and public buildings to
determine compliance with approved plans and documents as well as applicable building
standards as related to existing and proposed buildings.
2. Building inspection services for compliance with California state-mandated regulations
for energy conservation, disabled access, green building standards and City adopted
ordinances.
3. Building inspection services for compliance with Federal Flood Plain regulations for
projects in the special flood hazard area designated on the flood insurance rate map
(FIRM) as Flood Zone A or AE.
4. Building inspectors shall be certified to perform inspections for compliance with
applicable California Building Standards Codes.
5. Building inspectors shall complete all necessary City forms and documents, enter
results, and follow the City’s workflow when an inspection is conducted. Inspectors will
provide accurate correction notices and inspection records.
6. Building inspections shall be charged at an hourly rate of $80.00/hour when performed
by a Certified Building Inspector and a rate of $100.00/hour when performed by a Senior
Certified Building Inspector. Mileage will not be reimbursed by the City.
7. Provide accelerated building inspection services on an as-needed basis.
8. Provide in-house temporary staff.
C. Technical Services
Consultant shall perform the following services.
1. Technical services shall be provided as-needed at hourly rates listed in Sections A and
B above, based on the qualifications of the consultant that will provide the service.
Technical services shall include training and technical studies with reporting, with rates
ranging from $80.00/hour to $130/hour.
2. Permit technical services shall be charged at an hourly rate of $60/hour when performed
by non-certified permit technicians and $75/hour when performed by Certified Permit
Technician.
3. Structural Peer Review services shall be performed by a California registered Structural
Engineer who has expertise in the current edition of ASCE 41 and performance-based
structural design methodologies. Peer reviewer shall have technical expertise in the
evaluation and retrofit of buildings similar to the one being reviewed and shall be familiar
with the technical issues and regulations governing the work to be reviewed. Consultant
shall provide a lump sum fixed fee for the structural peer review services based on the
scope and complexities of the project. This fee shall be subject to the approval of the
project applicant as a pass-through fee and shall be paid by the project applicant in
conformance with the City's Miscellaneous Fee Schedule.
EXHIBIT 2
Selected Building Safety Service Firms
4LEAF BPR Consulting Group
Building Code Services Inc CSG Consultant’s Inc.
HR Green Pacific, Inc. JAS Pacific
JLee Engineering, Inc. OC Plan Review LLC
Scott Fazekas & Associates, Inc. The Code Group, Inc. (VCA Code)
Transtech Engineers, Inc. TRB & Associates
True North Compliance Services West Coast Code Consultants, Inc.