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plan check services - City of Norwalk

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CITY COUNCIL<br />

AGENDA REPORT<br />

TO:<br />

FROM:<br />

Honorable <strong>City</strong> Council<br />

Ernie V. Garcia, <strong>City</strong> Manager<br />

Date: June 16, 2009<br />

BY:<br />

Kurt H. Anderson, Director <strong>of</strong> Community Development<br />

Anthony Weimholt, Building and Safety Manager<br />

Kathy Tai, Management Analyst I<br />

SUBJECT: AWARD OF CONTRACT TO PROVIDE PLAN CHECK SERVICES<br />

Background:<br />

Building construction <strong>plan</strong> <strong>check</strong> is an essential public service and a significant aspect<br />

<strong>of</strong> the <strong>City</strong> Building & Safety Division’s review process. This process is vital in<br />

delivering a level <strong>of</strong> service that meets the needs <strong>of</strong> the <strong>City</strong> in the enforcement <strong>of</strong> all<br />

local ordinances and State and Federal laws that pertain to building activities, and<br />

specifically to the adopted California Building Codes. Fees collected for <strong>plan</strong> <strong>check</strong><br />

<strong>of</strong>fset the <strong>City</strong>’s expense to process and track <strong>plan</strong>s as well as conduct over the counter<br />

<strong>plan</strong>ning approvals.<br />

A request for proposals to provide <strong>plan</strong> <strong>check</strong> <strong>services</strong> was issued on March 25, 2009.<br />

The proposal opening date was April 16, 2009. Seven firms submitted proposals:<br />

Bureau Veritas; CSG Consultants, Inc.; D & J Municipal Services; EsGil Corporation;<br />

Harris & Associates; Scott Fazekas & Associates, Inc.; and Willdan Associates.<br />

Evaluation <strong>of</strong> Proposals<br />

The Community Development management staff evaluated the information provided in<br />

the proposals using estimated expenditures and revenues for FY 2008/09 as well as<br />

<strong>plan</strong> <strong>check</strong> activity from calendar year 2008 to make an accurate comparison <strong>of</strong> <strong>plan</strong><br />

transmittal process, location, review time, <strong>plan</strong> <strong>check</strong> fees, over the counter <strong>plan</strong> review,<br />

and rates for inspection <strong>services</strong> and as well as other <strong>services</strong> the <strong>City</strong> may need during<br />

the duration <strong>of</strong> the contract.<br />

1. Courier, Location, and Training/Handouts. Courier refers to the service (or<br />

personnel) used for pick up and delivery <strong>of</strong> <strong>plan</strong>s to and from the <strong>City</strong>. Location


<strong>City</strong> Council June 16, 2009<br />

Award <strong>of</strong> Contract to Provide Plan Check Services Page No. 2<br />

is where the firm is situated and training/handouts refers to the firms’ ability to<br />

provide training and develop handouts. The comparison <strong>of</strong> courier, location, and<br />

training/handouts is provided in the following table:<br />

COURIER, LOCATION, AND TRAINING/HANDOUTS<br />

Firm Courier Location Training/Handouts<br />

Bureau Veritas Courier or staff Corona Yes/Hourly Fee<br />

CSG Courier or staff Santa Ana Yes/No Fee<br />

D & J Municipal FedEx or Cal Overnight Diamond Bar Yes/Hourly Fee<br />

EsGil FedEx or Cal Overnight San Diego Yes/Hourly Fee<br />

Harris FedEx or Cal Overnight Irvine Yes/Hourly Fee<br />

Scott Fazekas UPS or Cal Overnight Irvine Yes/No Fee<br />

Willdan Cal Overnight or staff Industry Yes/No Fee<br />

2. Review and Re<strong>check</strong> Time. Review time is the time period required to initially<br />

review <strong>plan</strong>s and other pertinent information. Re<strong>check</strong> time is the time period<br />

required to review the <strong>plan</strong>s after the initial corrections and other subsequent<br />

requirements have been made. In the <strong>City</strong>’s request for proposals, initial review<br />

time was requested at 10 days and five days for re<strong>check</strong>s. Neither the review or<br />

re<strong>check</strong> times include the transmittal time to or from the consultant which is<br />

usually one day each way. The comparison <strong>of</strong> review and re<strong>check</strong> time is<br />

provided in the following table:<br />

PLAN CHECK TURNAROUND TIME<br />

Firm Review Time Re<strong>check</strong><br />


<strong>City</strong> Council June 16, 2009<br />

Award <strong>of</strong> Contract to Provide Plan Check Services Page No. 3<br />

One consultant proposed a fee <strong>of</strong> $85 per hour for projects valued less than<br />

$100,000 and a percentage fee for all other projects. Two to six hours are<br />

normally needed to complete the <strong>plan</strong> review for smaller projects. Time spent<br />

will increase if the <strong>plan</strong>s are poorly drawn. The comparison <strong>of</strong> fees is provided in<br />

the following table showing how much each firm would collect per project with the<br />

<strong>City</strong> retaining the balance:<br />

PLAN CHECK FEES<br />

PROJECTS < $100,000 PROJECTS < $500,000 PROJECTS > $1M<br />

Fee Rate Value $50,000 Fee Rate Value $193,500 Fee Rate Value $1,500,000<br />

Firm <strong>City</strong> Fee Collected - $592 <strong>City</strong> Fee Collected - $1,451 <strong>City</strong> Fee Collected - $7,571<br />

Bureau Veritas $85/hr $340 1 67% $972 65% 2 $4,921<br />

CSG 75% $444 75% $1,088 75% $5,678<br />

D&J Municipal 70% $414 70% $1,016 70% $5,300<br />

EsGil 50% $296 50% $725 50% $3,786<br />

Harris 70% $414 70% $1,016 70% $5,300<br />

Scott Fazekas 65% $385 65% $943 65% $4,921<br />

Willdan 80% $473 80% $1,161 70% $5,300<br />

1 Fee varies with quality <strong>of</strong> <strong>plan</strong>s and designers’ response. Estimate based on four-hour average time.<br />

2 Bureau Veritas charges 67% for projects valued less than $500,000 and 65% for projects valued<br />

greater than $500,000.<br />

4. Over the Counter Plan Check Services. Staff inquired about the firms’ availability<br />

to provide on-site <strong>plan</strong> <strong>check</strong> to help customers at the Building counter. Firms<br />

provided hourly rates and staff calculated the annual fees based on eight, 16,<br />

and 20-hour work weeks, as shown below.<br />

HOURLY RATE FOR COUNTER PLAN CHECK<br />

Firm Hourly Rate 8 Hours per Week 16 Hours per Week 20 hours per Week<br />

Bureau Veritas $85 $35,360 $70,720 $88,400<br />

CSG $95 $39,520 $79,040 $98,800<br />

D & J Municipal $70 $29,120 $58,240 $72,800<br />

EsGil $86 $35,776 $71,552 $89,440<br />

Harris $115 $47,840 $95,680 $119,600<br />

Scott Fazekas $70-75 $29,120 - $31,200 $58,240 - $62,400 $72,800 - $78,000<br />

Willdan $115 $47,840 $95,680 $119,600


<strong>City</strong> Council June 16, 2009<br />

Award <strong>of</strong> Contract to Provide Plan Check Services Page No. 4<br />

5. Ability to Provide Interim Inspection Services. The comparison <strong>of</strong> inspector rates,<br />

based on the rate <strong>of</strong> 2,000 hours per year, is provided in the following table:<br />

INSPECTOR RATES<br />

Firm Hourly Rate Contract Hours (2,000 hours/year) Mileage<br />

Bureau Veritas $59-75 $118,000-$150,000 IRS Rate 2<br />

CSG $80 $160,000 Included<br />

D & J Municipal $60-65 $120,000-$130,000 $0.55 per mile<br />

EsGil $83 $166,000 IRS Rate 2<br />

Harris 1 - - -<br />

Scott Fazekas $40-70 $80,000-$140,000 IRS Rate 2<br />

Willdan $70-90 $140,000-$180,000 IRS Rate 2<br />

1<br />

Harris does not provide inspection staff.<br />

2<br />

Current IRS rate is $0.55 per mile.<br />

6. Certified Access Specialist Program. SB 1608 established the Certified Access<br />

Specialist Program (CASp) to increase compliance with laws providing equal<br />

public access in places <strong>of</strong> business to individuals with disabilities. The legislation<br />

requires that a CASp be on staff or as a consultant in building inspection <strong>of</strong>fices<br />

by July 1, 2010. Although CASp will not be needed in FY 2009/10, the <strong>plan</strong><br />

<strong>check</strong> <strong>services</strong> contract is an extendable contract that would overlap the CASp<br />

requirement start date. The following is a chart <strong>of</strong> the firms’ CASp rates:<br />

Company Overview<br />

CERTIFIED ACCESS SPECIALIST RATES<br />

Firm<br />

Hourly Rate<br />

Bureau Veritas $120<br />

CSG $130<br />

D & J Municipal 1 -<br />

EsGil $105<br />

Harris 1 -<br />

Scott Fazekas $100<br />

Willdan $125<br />

1<br />

D & J Municipal and Harris do not provide CASp <strong>services</strong>.<br />

Community Development staff interviewed representatives from each firm and inquired<br />

about their quality <strong>of</strong> work and level <strong>of</strong> customer service, confirmed turnaround time,<br />

and asked questions to clarify the responses contained in their proposals.


<strong>City</strong> Council June 16, 2009<br />

Award <strong>of</strong> Contract to Provide Plan Check Services Page No. 5<br />

Bureau Veritas (BV) is located in Corona and quoted a rate <strong>of</strong> $85 per hour for projects<br />

with less than $100,000, 67% for projects less than $500,000, and 65% for projects<br />

greater than $500,000. Commonly, <strong>plan</strong> <strong>check</strong>s are completed after the initial <strong>check</strong><br />

plus two re<strong>check</strong>s, however, the review time is dependent on the quality <strong>of</strong> the <strong>plan</strong>s<br />

submitted. If <strong>plan</strong> <strong>check</strong>s are completed within an estimated time <strong>of</strong> four hours per <strong>plan</strong><br />

<strong>check</strong>, BV’s fee averages $340 per project, placing it in the lower range. If review time<br />

increases to six hours, the fee would be $510 per project. BV has median prices for<br />

inspectors at $59 to $75 per hour and $85 per hour for counter <strong>plan</strong> <strong>check</strong> <strong>services</strong>.<br />

The firm provides CASp <strong>services</strong> for $120 per hour. BV’s turnaround time is 10 days for<br />

one to two story buildings, however, it quoted 15 days to review <strong>plan</strong>s for complex<br />

buildings. Their re<strong>check</strong> turnaround time is within five days.<br />

CSG Consultants, Inc. proposed at 75% and is located in Santa Ana. The turnaround<br />

time proposed is 10 days for the initial <strong>plan</strong> <strong>check</strong> and five days for re<strong>check</strong>s. Counter<br />

<strong>plan</strong> <strong>check</strong> <strong>services</strong> is $95 per hour. In addition, CSG does not charge additional fees<br />

for multiple re<strong>check</strong>s or developer and staff meetings. CSG inspector cost is at the<br />

upper range at $80 per hour. CSG provides CASp <strong>services</strong> but, at $130 per hour,<br />

proposed the highest rate <strong>of</strong> all the firms for this service.<br />

D & J Municipal Services proposed at 70% and is located in Diamond Bar. Rates for<br />

inspector is $60 to $65 per hour making it the second lowest provider for inspection<br />

<strong>services</strong>. D & J Municipal does not currently have CASp <strong>services</strong>. D & J Municipal<br />

meets the <strong>City</strong>’s expected turnaround time for small projects but quoted 14-day review<br />

periods for multi-residential and commercial additions and 20 days for new commercial<br />

and industrial projects. Turnaround time for re<strong>check</strong>s is seven days.<br />

EsGil Corporation is located in San Diego and proposed at 50% making it the lowest<br />

cost <strong>plan</strong> <strong>check</strong> service provider. The turnaround is 10 days for new non-residential<br />

projects and seven days for all other projects. The period proposed for <strong>plan</strong> re<strong>check</strong>s is<br />

five days. EsGil provides inspection <strong>services</strong> at $83 per hour making it one <strong>of</strong> the more<br />

expensive providers for this service. It proposed $86 per hour for counter <strong>plan</strong> <strong>check</strong><br />

<strong>services</strong>, which is the median rate, and quoted the second lowest for CASp <strong>services</strong> at<br />

$105 per hour. While the cost <strong>of</strong> providing <strong>plan</strong> <strong>check</strong> <strong>services</strong> is low, the firm’s location<br />

may limit the accessibility to meet with developers and the local design community.<br />

Harris & Associates is located in Irvine and proposed at 70%. It provides a 10-day<br />

turnaround time for the initial <strong>check</strong> and a five-day turnaround on the re<strong>check</strong>s. Harris<br />

provides <strong>plan</strong> <strong>check</strong> <strong>services</strong>, but does not provide inspection <strong>services</strong>. The counter<br />

<strong>plan</strong> <strong>check</strong> <strong>services</strong> rate is $115 per hour, which is the most expensive <strong>of</strong> all the<br />

consultants. Harris also does not currently have CASp <strong>services</strong>.<br />

Scott Fazekas & Associates, Inc. is located in Irvine and proposed the second lowest<br />

<strong>plan</strong> <strong>check</strong> rate at 65%. Overall, it has the fastest turnaround time for both the initial


<strong>City</strong> Council June 16, 2009<br />

Award <strong>of</strong> Contract to Provide Plan Check Services Page No. 6<br />

<strong>plan</strong> <strong>check</strong> at seven days and re<strong>check</strong>s at three days. Scott Fazekas proposed one <strong>of</strong><br />

the lowest rates for counter <strong>plan</strong> <strong>check</strong> <strong>services</strong> and inspection <strong>services</strong> and the lowest<br />

rate for CASp <strong>services</strong>. It currently provides the <strong>City</strong> with <strong>plan</strong> <strong>check</strong>ing <strong>services</strong> and<br />

one contract Building Inspector at the rate <strong>of</strong> $35 per hour. Scott Fazekas does not<br />

charge additional fees for multiple re<strong>check</strong>s, expedited <strong>plan</strong> review, developer and staff<br />

meetings, and staff training.<br />

Willdan Associates is located in the <strong>City</strong> <strong>of</strong> Industry. It proposed at 80% for projects<br />

with less than $1,000,000 valuations and 70% for projects greater than $1,000,000<br />

valuations. Due to the high percentage <strong>of</strong> projects in the <strong>City</strong> under $1,000,000, a rate<br />

<strong>of</strong> 80% for these projects makes Willdan’s fees one <strong>of</strong> the highest for <strong>plan</strong> <strong>check</strong><br />

<strong>services</strong>, but the fourth highest for inspection service rates. Plan <strong>check</strong> turnaround time<br />

is 10 days for single-family additions (seven days for re<strong>check</strong>s), 10 to 15 days for new<br />

construction (10 days for re<strong>check</strong>s), and 14 to 21 days for complex commercial projects<br />

(14 days for re<strong>check</strong>s). Willdan proposes $70 to $90 per hour for inspection <strong>services</strong><br />

and $115 per hour for counter <strong>plan</strong> <strong>check</strong> <strong>services</strong>. It proposed $125 per hour for CASp<br />

<strong>services</strong>. Willdan meets the <strong>City</strong>’s request for a 10-day turnaround time except for new<br />

construction quoted at 10 to 14 days and complex projects quoted at 14 to 21 days.<br />

Summary<br />

During calendar year 2008, 421 projects were valued under $100,000, 37 were projects<br />

valued between $100,000 and $500,000, six projects valued between $500,000 and<br />

$1,000,000, and one project valued over $1,000,000. Approximately 90% <strong>of</strong> all projects<br />

were valued at less than $100,000. Based on this information and the projected FY<br />

2009/10 revenue <strong>of</strong> $170,000, staff calculated approximate fees for <strong>plan</strong> <strong>check</strong> <strong>services</strong>.<br />

This information along with the lowest quoted rate for counter <strong>plan</strong> <strong>check</strong> <strong>services</strong> are<br />

shown in the following table to summarize these <strong>services</strong> for each consultant.<br />

SUMMARY OF SERVICES<br />

Plan Check Counter<br />

Firm<br />

Fees<br />

Plan Check Grand Total<br />

Bureau Veritas $153,795 1 $35,360 $189,155<br />

CSG $127,500 $39,520 $167,020<br />

D & J Municipal $119,000 $29,120 $148,120<br />

EsGil $85,000 $35,776 $120,776<br />

Harris $119,000 $47,840 $166,840<br />

Scott Fazekas $110,500 $29,120 $139,620<br />

Willdan $135,243 $47,840 $183,083<br />

1<br />

Fee varies with quality <strong>of</strong> <strong>plan</strong>s and responsiveness <strong>of</strong> designer. Estimate based on four-hour<br />

average per project. Bureau Veritas charges 67% for projects valued less than $500,000 and 65%<br />

for projects valued greater than $500,000.


<strong>City</strong> Council June 16, 2009<br />

Award <strong>of</strong> Contract to Provide Plan Check Services Page No. 7<br />

CSG, EsGil, Scott Fazekas, and Willdan do not charge additional fees for <strong>plan</strong> re<strong>check</strong>s<br />

in excess <strong>of</strong> three <strong>check</strong>s. CSG, Harris, Scott Fazekas, and Willdan do not charge for<br />

meeting with <strong>City</strong> or project designers while Bureau Veritas, D & J Municipal, and EsGil<br />

charge hourly rates for attending these meetings. Harris and D & J Municipal currently<br />

do not have CASp staff. Although this will not affect FY 2009/10, the <strong>City</strong> is required to<br />

have a CASp staff or a consultant effective July 1, 2010 and this may affect contract<br />

extension for these two firms.<br />

If both <strong>of</strong>f-site and counter <strong>plan</strong> <strong>check</strong> <strong>services</strong> are performed, staff will work with the<br />

selected firm to ensure the <strong>City</strong> is not charged for both <strong>services</strong> for the same project.<br />

Conclusion<br />

Based on the analysis <strong>of</strong> the proposals, reference <strong>check</strong>s, and interviews with all<br />

consultants, staff has concluded that the firms <strong>of</strong> Scott Fazekas & Associates, Bureau<br />

Veritas, and CSG are the most qualified to meet the needs <strong>of</strong> the <strong>City</strong> at this time.<br />

Fiscal Impact:<br />

Plan <strong>check</strong> revenue is included in FY 2009/10 budget at an estimated $170,000 and<br />

obtained from the currently adopted fee schedule. Plan <strong>check</strong> costs are directly<br />

proportionate to the fees collected. Inspection and on-site <strong>plan</strong> <strong>check</strong> <strong>services</strong> will be<br />

determined during the budget process.<br />

Citizens Advised: N/A<br />

Strategic Plan Implementation: Vision 6, Strategy 4<br />

Recommended Action:<br />

<strong>City</strong> Council to consider approving an agreement for <strong>plan</strong> <strong>check</strong> <strong>services</strong> with either<br />

- Scott Fazekas & Associates ($110,500),<br />

- Bureau Veritas ($153,795), or<br />

- CSG ($127,500)<br />

and authorize the <strong>City</strong> Manager to execute the agreement in a form approved by the<br />

<strong>City</strong> Attorney. Council may also consider an option to add over the counter <strong>plan</strong> <strong>check</strong><br />

<strong>services</strong> for an additional $30,000 to $40,000 depending on the consultant selected.<br />

The initial contract term will end June 30, 2010, and may be extended for a maximum <strong>of</strong><br />

four one-year periods.<br />

Attachments: N/A

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