21-076 Amendment #1 dated 11-29-21 CSG Consultants Inc., On-Call Plan Review, First Amendment dated 11-29-211
FIRST AMENDMENT TO AGREEMENT 21-076
BETWEEN THE CITY OF CUPERTINO AND CSG
CONSULTANTS INC., FOR ON CALL PLAN REVIEW
FOR FY 21-22
This First Amendment to Agreement 21-076 between the City of Cupertino and CSG
Consultants Inc., is by and between the City of Cupertino, a municipal corporation (hereinafter
"City") and CSG Consultants Inc., a Corporation (“Contractor”) whose address is 550 Pilgrim Dr.,
Foster City, CA 94404, and is made with reference to the following:
RECITALS:
A. On July 16, 2021 Agreement 21-076 (“Agreement”) was entered into by and between
City and Contractor for on call plan review for FY 21-22.
B. The Agreement and the First Amendment are collectively referred to as the
“Agreement” unless otherwise indicated.
C. City and Contractor desire to modify the Agreement on the terms and conditions set
forth herein.
NOW, THEREFORE, it is mutually agreed by and between and undersigned parties as
follows:
1. Paragraph 4 of the Agreement is modified to read as follows:
COMPENSATION
4.1 Maximum Compensation. City will pay Contractor for satisfactory performance of the
Services an amount that will based on actual costs but that will be capped so as not to exceed
$105,000 (“Contract Price”), based upon the scope of services in Exhibit A and the budget and
rates included in Exhibit C-1, Compensation attached and incorporated here. The maximum
compensation includes all expenses and reimbursements and will remain in place even if
Contractor’s actual costs exceed the capped amount. No extra work or payment is permitted without
prior written approval of City.
4.2 Invoices and Payments. Monthly invoices must state a description of the deliverable
completed and the amount due for the preceding month. Within thirty (30) days of completion of
Services, Contractor must submit a requisition for final and complete payment of costs and pending
claims for City approval. Failure to timely submit a complete and accurate payment requisition
relieves City of any further payment or other obligations under the Agreement.
2. Except as expressly modified herein, all other terms and covenants set forth in the
Agreement shall remain the same and shall be in full force and effect.
2
IN WITNESS WHEREOF, the parties hereto have caused this modification of Agreement
to be executed.
CITY OF CUPERTINO CSG CONSULTANTS, INC.
By By
Title Title
Date Date
APPROVED AS TO FORM
City Attorney
ATTEST:
City Clerk
Date
Cyrus Kianpour
President
Nov 29, 2021
Christopher D. Jensen
Nov 29, 2021
Dir of Community Development
Nov 29, 2021
3
EXPENDITURE DISTRIBUTION
Item PO Number Amount
Base 2022-123 $25,000
1st Amendment $80,000
Total $105,000
Transmittal Letter
November 18, 2021
City of Cupertino
Community Development
10300 Torre Avenue
Cupertino, CA 95014
RE: Proposal for Plan Review Services
CSG Consultants, Inc. (CSG) is pleased to present its proposal for plan review services the City of
Cupertino (City). We understand the City is seeking a consulting firm(s) to provide as -needed building
plan review services for the period November 1, 2020 to June 30, 2022, when demand exceeds City
staff’s capacity. CSG can readily provide these requested services. This contract will be for not-to-
exceed amount of $80,000.00.
Our firm brings specialized expertise, proximity, highly experienced personnel, and an existing successful
working relationship with the City. All CSG staff are registered and/or ICC certified, with additional
qualifications including LEED, DSA, and CASp experience and certification. Our corporate office is in
Foster City and our local office is in San Jose; we can be available for meetings at City offices when
requested.
Michael Loomis, SE, CBO, CASp, LEED AP, will serve as the primary contact and project manager
for this contract. His contact information is as follows:
Michael Loomis, SE, CBO, CASp, LEED AP, Project Manager
phone (650) 522-2518 | cell (650) 696-0654
michaelloomis @csgengr.com
A proposed scope of work and our fees are provided on the following pages for the City’s review.
Please feel free to contact Mr. Loomis with any questions or comments you may have regarding our
proposal or if you require additional information regarding CSG’s capabilities and qualifications. We
look forward to the opportunity to continue to provide plan review services to the City of Cupertino.
Sincerely,
Cyrus Kianpour
President, CSG Consultants, Inc.
550 Pilgrim Drive, Foster City, CA 94404
Phone (650) 522-2500; Fax (650) 522-2599 { www.csgengr.com
Scope of Services
APPROACH TO WORK
CSG’s proposed team has been identified to best support the City of Cupertino 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
cutting edge digital plan review and online plan check status reporting to providing faster-than-scheduled
turnaround times, CSG will deliver the highest quality services. CSG’s approach to work and associated key
benefits include:
Concentrated focus on cost-saving approaches and methods. Because we serve numerous
municipalities and public agencies, we are constantly improving and adapting to provide our clients
with the most cost-effective services.
Customized, responsive services. We are skilled at assessing time commitments, developing an
accurate work plans and applying dedicated, professional personnel. We can quickly fine-tune
staffing levels to match or adjust to changes in plan review, inspection, and front counter activity. We
hand pick staff uniquely qualified and experience to deliver the exact services requested.
A wealth of fully committed and qualified personnel. We maintain staff fully licensed and certified at
the highest level of industry standards. To keep our personnel on the industry’s leading edge, many
serve as popular educational instructors and lecturers as well as sit on leading boards and
committees for organizations developing and implementing important code regulations. We also
keep current with the latest in procedures and use of products, e.g., green building, accessibility,
CASp certification requirements, NPDES, MRP, and more.
Rapid turnarounds and expedited services. With extensive experience in the digital plan process
combined with extensive code application experience, our staff excels at providing prompt
turnarounds. 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 for
jurisdictions — speedy digital plan reviews including electronic versions of plan comments, an
optional, easy-to-use online web application/portal for submittal, tracking and approval of digital
plans; and available full scanning and archiving 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 sustainability actions. Our digital plan review
system encourages that bypasses paper, and all possible documents at CSG are printed double-sided
on recycled, post-consumer content paper.
Other benefits. CSG ensures that any personnel providing services directly to the City under this
Agreement agrees to submit and undergo LiveScan fingerprinting through the City pursuant to
California Penal Code Section 11105, and the City has the exclusive right to approve or reject the use
of any Contractor personnel based on its review of the LiveScan fingerprinting results, including any
subsequent arrests; have received sexual harassment and abusive conduct prevention training in
compliance with California Government Code Section 12950.1; and have received any other trainings
required by law or by the personnel’s occupation, including, but not limited to, OSHA- and Cal/OSHA-
required safety trainings, mandated reporter training, etc.
Leading the field in
digital plan review
services for
over 20 years.
BUILDING PLAN REVIEW SERVICES
Compliance Standards
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 prompt turnaround times and offer comprehensive
online status reports. Our plan reviewers carefully review all documents
for compliance with building codes, fire codes, energy conservation
standards, State accessibility regulations, and all local ordinances. We
understand and will comply with the City’s own requirements for plan
review services. Our engineers and plan reviewers review plans for
compliance with all policy and model codes adopted by the State of California and local jurisdictions,
including but not limited to:
California Building Code, Volumes 1 and 2
California Residential Code
California Electrical Code
California Plumbing Code
California Mechanical Code
California Fire Code
National Fire Codes as published by the National Fire Protection Association (NFPA); as adopted and
referenced by the State of California (California Code of Regulations, Title-19, Section 1.09)
State Historical Building Code
California Energy Code
California Green 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, regulating agencies and
jurisdictions
CASp Review Services
We understand California Building Departments are required to
have CASp certified staff in place and available for technical
questions and interpretations. Our CASp certified staff 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 supply a CASp certified
professional to review plans for accessibility and to facilitate
compliance with regulations.
Green Building and LEED Accreditation
Our Building Division team is experienced in plan review and inspection for compliance with CALGreen, LEED
equivalency, and local green building ordinances. In addition, CSG Consultants has all of the qualifications
necessary to assist the City in 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 as well as public outreach to the building industry.
OSHPD 3 Reviews
Our staff of professional engineers and certified plans examiners is experienced with the differences
between CBC and OSHPD 3 facilities and have successfully completed OSHPD 3
plan reviews for multiple client agencies. CSG can also provide certified OSHPD
inspectors of Record for a variety of different projects upon request.
Digital Plan Review
All paper plans
submitted to CSG
are immediately
scanned into digital
files for quick and
easy access by our
clients and plan
reviewers.
CSG began the transition to digital plan review over 18 years ago,
leading the consultant field with this ground-breaking service. All
paper plans submitted to CSG 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 City for alternative methods of construction and/or deviations from
requirements, such as disabled access, will be incorporated into the
correction comments and returned with the appropriate recommendations. Plan check comments can be
delivered electronically by email or other City approved means, enabling City staff to immediately modify
CSG’s checklist for incorporation with other department comments. Upon request, clients can be provided
with a set of digitally scanned plans at no cost, including convenient, “green’ (paperless) storage of all
construction-related documents.
In addition, for jurisdictions requesting a pure digital plan review workflow, CSG has developed an online
application for an applicant to submit digital files directly to us, which includes a portal for the
applicant/jurisdiction to retrieve comments and submitted digital files marked-up plans including redlines.
The online portal tracks all submittals, including 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. There is no “bin time.”
✓User-friendly. CSG developed its own web-based portal to manage
the electronic file submittal process. By using a web interface, the
applicant is no longer faced with size restrictions on email
attachments or required to learn complex FTP settings.
✓Proven. We have provided a digital plan review option to our
clients for over 18 years.
✓Non-Proprietary. CSG’s electronic review process is 100% PDF-
based with no additional software required to view redlines.
✓Extensible. Should the City decide to implement electronic review as a standard, CSG offers
an integration path for our electronic review software—GreenVue Fusion.
Online Plan Check Status
CSG offers a convenient service allowing clients to check plan review status and comments online. By
logging in to our Plan Check Status website, staff as well as authorized applicants can view each project
document and communicate with the plan checker via e-mail r electronic post-a-note. Staff and authorized
applicants can download comments from the web upon completion of the plan check. There is no
additional cost for this service.
Plans Pickup and Delivery
CSG will arrange for pickup and delivery of plans from/to the City offices. The pickup and delivery of plans
and other materials via CSG staff or an approved alternative service is provided at no additional cost.
Plan Check Turnaround Times
CSG works hard to provide the best quality and most timely service in the industry. We pride ourselves in
maintaining the requested plan review times for all our clients - even delivering faster than our own
deadlines. Our goal is to approve code-complying projects and to successfully and quickly move work
through jurisdictional processes. CSG will ensure that all building and safety duties and follow-up actions will
be performed in a timely and responsive manner. The following are CSG’s proposed plan check turnaround
times:
TYPE OF REVIEW INITIAL REVIEW
(BUSINESS DAYS)
RE-CHECK
(BUSINESS DAYS)
Residential New Construction 10 5
Residential Additions 10 5
Small Residential Remodels 10 5
Non-Residential / Commercial New Construction* 10 3
Commercial Additions 10 5
Small Commercial Remodels / Tenant Improvements 10 5
Large / Complex Commercial Projects 10 5
*Turnaround time may vary with the complexity and magnitude of the project. If a review is anticipated to
take longer than the maximum turnaround timing, CSG will notify the City of Laguna Woods’s representative
and negotiate additional time required to ensure an appropriate level of review.
Expedited Plan Check
CSG completes initial accelerated plan check within 5 working days. Rechecks are completed in less time. At
your request, we can perform plan check services within an accelerated time frame with fees negotiated
between the City and CSG.
Quality Assurance / Quality Control
CSG in-house quality assurance/quality control program utilizes a peer review process with multi-level
internal plan checking and project management. A senior staff member will review all plan check comments
in order to ensure relevance and accuracy.
Availability and Customer Service
One of CSG’s key functions is to serve as an extension of the City of Cupertino. We clearly understand the
importance of our role in the success of the city and commitment to providing its citizens and business
partners – residents, architects, engineers, developers, contractors – as well as City Staff, the highest level of
service. We believe effective communication and excellent customer service are essential to continuing a
successful working relationship between the city, CSG, and the development community.
Office Hours and Meeting Availability
CSG staff plan checkers are available for applicant inquiries or conferences anytime during regular business
hours without charge via telephone, 8:00 AM to S:00 PM, Monday through Friday. CSG inspectors can be
ready to provide services with 24 hours notice. We can easily alter our hours to meet the City’s needs.
Evenings and weekends for special events and meetings can be accommodated with 48 hours notice. For
your convenience, we can also meet with City staff, architects and applicants. We recognize the value of
pre-design consultation with prospective applicants and are available to provide this service as well. Our
Project Manager/Lead will be available in person for consultation and meetings with a reasonable lead time.
Response to City Questions or Requests
CSG staff can typically respond to the City for all questions or requests generated during field inspections or
any plan review during the same day, but no later than the following day a request is received.
Emergency Response
CSG is well qualified to respond to a local or regional emergency. Many of our personnel, have assisted in
emergencies such as the recent San Bruno gas explosion, the Northridge, and Lorna Prieta earthquake as well
as regional floods, fires and other emergencies. Our personnel’s certifications include those obtained
through FEMA, Office of Emergency Services (OES), and IACET First Responder.
Exhibit C-1
Compensation
CSG’s cost schedule for proposed work is provided in the table below. CSG will coordinate the
pickup and return of all plans to CSG via staff or a licensed courier service. This service is
provided at no additional cost.
CSG will be compensated for services performed pursuant to this Agreement in a total
not-to-exceed amount of $25,000 per year without prior written approval from City.
Plan review based on a percentage of the City’s plan check fee includes an initial plan review
and one subsequent review, with a 2-hour minimum charge for the initial review. Additional
reviews, deferred submittals, revisions and RFls will be charged at the appropriate hourly rate
below with a 2-hour minimum for the 3rd and any subsequent reviews, or as otherwise
determined by agreement with the City. RFls for larger developments will be performed at an
hourly rate, and turnaround times will be agreed upon in advance with the City.
ROLE / SERVICE PERCENTAGE BASED FEE / HOURLY FEE
Plan Review 65% of City’s Building Plan Check Fees
Expedited Plan Review 95% of City’s Building Plan Check Fees
Structural Plan Review / Structural Engineer $150
Plan Review / Professional Engineer $125
CASp Consultation / Review $135
Overtime (Hourly) 1.5 X Hourly Rate
All hourly rates include overhead costs including, but not limited to, salaries, benefits, Workers
Compensation Insurance, and office expenses. Should the scope of work change or circumstances
develop which necessitate special handling, we will notify the City prior to proceeding. On each
anniversary of 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 at the beginning of every month for services
rendered during the previous month. Unless otherwise agreed, payment terms are 30-days from
receipt of invoice.
On call plan review
Final Audit Report 2021-11-29
Created:2021-11-24
By:City of Cupertino (webmaster@cupertino.org)
Status:Signed
Transaction ID:CBJCHBCAABAAIdE_HDeHDtfzGnzYhAHmDnL8q-fhoD8v
"On call plan review" History
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Agreement completed.
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