HomeMy WebLinkAboutPW Short Term CBO Consultant Services
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CITY OF SAN RAFAEL
PROFESSIONAL SERVICES AGREEMENT
This Professional Services Agreement (“Contract”) is entered into by and between
the City of San Rafael (“City”) and __________________________________________
(“Contractor”), a __________________________________________________ for
__________________________________________________________, and is
effective on _____________________ (“Effective Date”). City and Contractor may be
referred to individually as a “Party” or collectively as the “Parties” or the “Parties to this
Contract.”
RECITALS
A. City desires to secure professional services more fully described in this
Contract, at Exhibit A, entitled “SCOPE OF WORK”; and
B. Contractor represents that it, and its subcontractors, if any, have the
professional qualifications, expertise, and necessary licenses and desire to provide
certain goods and/or required services of the quality and type which meet objectives and
requirements of City; and
C. Contractor acknowledges that the execution of this Contract by the City is
predicated upon the representations made in Contractor’s proposal dated
_________________ submitted to the City; and
D. The Parties have specified herein the terms and conditions under which
such services will be provided and paid for.
NOW, THEREFORE, the parties hereby agree as follows:
CONTRACT
1. WORK TO BE PERFORMED.
Except as otherwise may be expressly specified in this Contract, Contractor shall
furnish all technical and professional services, including labor, material, equipment,
transportation, supervision and expertise (collectively referred to as “Services”) to
satisfactorily complete the work required by City at its sole risk and expense. Services to
be provided to City are more fully described in Exhibit A entitled “SCOPE OF WORK.”.
July 1, 2025
Short Term CBO Consultant Services
California
Willdan Engineering
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Corporation
September 8, 2025
2025.0039
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2. COMPENSATION.
In consideration for Contractor’s complete performance of the Scope of Work,
City will pay Contractor in accordance with the rates and/or prices set forth in Exhibit
A, up to the not-to-exceed amount of $_____________.
Contractor shall not increase its rates throughout the Term of this Contract, except
that upon 60 day written notice, Contractor may adjust its rates no more than once
annually at a maximum amount equal to the percentage change through December in the
prior calendar year to the consumer price index (“CPI”) for California, All Urban
Consumers, San Francisco-Oakland-San Jose areas, not to exceed five percent (5%).
Contractor will bill City on a monthly basis for work performed by Contractor
during the preceding month, subject to verification by City. City will pay Contractor within
thirty (30) days of City’s receipt of invoice.
3. TERM OF CONTRACT.
This Contract becomes effective upon the date listed as "Effective Date" and shall
remain in effect until the completion of all obligations of both Parties hereto, or
___________________________ from the Effective Date, whichever comes first, unless
terminated or amended as provided herein.
4. RELIANCE ON PROFESSIONAL SKILL OF CONTRACTOR.
Contractor represents that it has the necessary professional skills to perform the
work required and the City shall rely on such skills of the Contractor to do and perform
the work. In performing the work hereunder Contractor shall adhere to the standards
generally prevailing for the performance of expert consulting services similar to those to
be performed by Contractor hereunder.
Contractor represents that it has reviewed Exhibit A and that in its professional
judgment the work to be performed under this Contract can be performed for a fee within
the maximum amount set forth herein and within the times specified.
Contractor represents that it possesses all necessary training, licenses and
permits to perform the Scope of Work and that its performance of the Scope of Work will
conform to the standards of practice of a professional having experience and expertise in
performing professional services of like nature and complexity of the Scope of Work
working on similar, successfully completed projects.
The granting of any progress payment by City, or the receipt thereof by
Contractor, or any inspection, review, approval or oral statement by any representative
of City or any other governmental entity, shall in no way waive or limit the obligations in
this Paragraph 4 or lessen the liability of Contractor for unsatisfactory work, including but
not limited to cases where the defective or below standard work may not have been
25,000
one (1) year
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apparent or detected at the time of such payment, inspection, review or approval.
5. PROJECT COORDINATION.
A. City’s Project Manager. ________________________________ is hereby
designated the Project Manager for the City and said Project Manager shall supervise all
aspects of the progress and execution of this Contract.
B. Contractor’s Project Director. Contractor shall assign a single Project
Director to have overall responsibility for the progress and execution of this Contract for
Contractor. ___________________________________ is hereby designated as the
Project Director for Contractor. Should circumstances or conditions subsequent to the
execution of this Contract require a substitute Project Director, for any reason, the
Contractor shall notify the City within ten (10) business days of the substitution.
6. TERMINATION.
A. The term of this Contract shall commence upon the date hereinabove written
and shall expire upon completion of performance of work hereunder by Contractor.
B. Notwithstanding the provisions of (A) above, City may with or without cause,
direct Contractor to suspend, delay or interrupt the work, in whole or in part, for such periods
of time as City may determine in its sole discretion.
C. City may terminate this Contract in whole, or from time to time in part, for
default, should Contractor commit a material breach of this Contract, or part thereof, and
not cure such breach within ten (10) calendar days of the date of City’s written notice to
Contractor demanding such cure, in which case Contractor shall be liable to City for all
loss, cost, expense, damage and liability resulting from such breach and termination.
D. City may terminate this Contract in whole, or from time to time in part, for
convenience, whenever City determines that such termination is in City’s best interests, in
which case Contractor shall be entitled to recover its costs expended up to the termination
date plus reasonable profit thereon to the termination date as this Contract would otherwise
provide, but may recover no other cost, damage or expense. Contractor shall continue its
work throughout the course of any dispute, and Contractor’s failure to continue work during
a dispute shall be a material breach of this Contract.
E. Lack of Appropriation: If this Contract is a multi-year contract, subject to
appropriation each fiscal year, the City may terminate this Contract immediately for lack of
appropriation of funds.
F. Effect of Termination. Upon receipt of notice of termination, neither party
shall incur additional obligations under any provision of this Contract without the prior written
consent of the other.
Eric Simonson
Micah Hinkle
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G. Return of Documents. Upon termination, any and all City documents or
materials provided to Contractor and any and all of Contractor's documents and materials
prepared for or relating to the performance of its duties under this Contract, shall be
delivered to City as soon as possible, but not later than thirty (30) days after termination.
7. INSURANCE REQUIREMENTS.
During the term of this Contract, and for any time period set forth in Exhibit B,
Contractor shall procure and maintain in full force and effect, at no cost to City insurance
policies with respect to employees and vehicles assigned to the performance of work
under this Contract with coverage amounts, required endorsements, certificates of
insurance, and coverage verifications as defined in Exhibit B.
8. INDEMNIFICATION.
A. Except as otherwise provided in subparagraph B of this section, Contractor
shall, to the fullest extent permitted by law, indemnify, release, defend with counsel
approved by City, and hold harmless City, its officers, agents, employees and volunteers
(collectively, the “City Indemnitees”), from and against any claim, demand, suit,
judgment, loss, liability or expense of any kind, including but not limited to attorney's fees,
expert fees and all other costs and fees of litigation, (collectively “CLAIMS”), arising out
of Contractor’s performance of its obligations or conduct of its operations under this
Contract. The Contractor's obligations apply regardless of whether or not a liability is
caused or contributed to by the active or passive negligence of the City Indemnitees.
However, to the extent that liability is caused by the active negligence or willful misconduct
of the City Indemnitees, the Contractor's indemnification obligation shall be reduced in
proportion to the City Indemnitees’ share of liability for the active negligence or willful
misconduct. In addition, the acceptance or approval of the Contractor’s work or work
product by the City or any of its directors, officers or employees shall not relieve or reduce
the Contractor’s indemnification obligations. In the event the City Indemnitees are
made a party to any action, lawsuit, or other adversarial proceeding arising from
Contractor’s performance of or operations under this Contract, Contractor shall provide
a defense to the City Indemnitees or at City’s option reimburse the City Indemnitees
their costs of defense, including reasonable attorneys’ fees, incurred in defense of such
claims.
B. Where the work to be performed by Contractor under this Contract are
design professional services to be performed by a design professional as that term is
defined under Civil Code Section 2782.8, then, to the extent permitted by law including
without limitation, Civil Code sections 2782, 2782.6 and 2782.8, Contractor shall
indemnify and hold harmless the City and its officers, officials, and employees
(collectively City Indemnitees) from and against damages, liabilities or costs (including
incidental damages, Court costs, reasonable attorney’s fees as may be determined by
the Court, litigation expenses and fees of expert witnesses incurred in connection
therewith and costs of investigation) to the extent they are caused by the negligence,
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recklessness, or willful misconduct of Contractor, or any sub Contractors, or
subcontractor or anyone directly or indirectly employed by them, or anyone for whom they
are legally liable (collectively Liabilities). Such obligation to hold harmless and indemnify
any indemnity shall not apply to the extent that such Liabilities are caused in part by the
negligence or willful misconduct of such City Indemnitee.
C. The defense and indemnification obligations of this Contract are undertaken
in addition to, and shall not in any way be limited by, the insurance obligations contained
in this Contract and shall survive the termination or completion of this Contract for the full
period of time allowed by law.
9. PREVAILING WAGE.
If the work to be performed under this Contract is for services where prevailing
wages are required by State law, Contractor shall pay prevailing wages to its employees
on any contract in excess of $1,000.00, Copies of the general prevailing rates of per diem
wages for each craft, classification, or type of worker needed to execute the Contract, as
determined by Director of the State of California Department of Industrial Relations, are
on file at the City’s Public Works Department upon request and may be obtained from the
California Department of Industrial Relations website
[http://www.dir.ca.gov/OPRL/DPreWageDetermination.htm]. Contractor shall comply
with the 8-hours per day/40 hours per week/overtime/working hours restrictions for all
employees, pursuant to the California Labor Code. Contractor and all subcontractors
shall keep and maintain accurate employee payroll records for Work performed under the
Contract. The payroll records shall be certified and submitted as required by law, including
Labor Code Sections 1771.4 (if applicable) and 1776, including to the Labor
Commissioner no less frequently than monthly. Contractor shall comply fully with Labor
Code Section 1777.5 in the hiring of apprentices for work relating to the Contract.
10. NOTICES.
All notices and other communications required or permitted to be given under this
Contract, including any notice of change of address, shall be in writing and given by email,
personal delivery, or deposited with the United States Postal Service, postage prepaid,
addressed to the parties intended to be notified. Notice shall be deemed given as of the
date of email, personal delivery, or if mailed, upon the date of deposit with the United States
Postal Service. Notice shall be given as follows:
To City’s Project Manager:
[As identified in item 5.A]
___________________________
San Rafael, CA 94901
Email: ______________________
To Contractor’s Project Director:
[As identified in item 5.B]
___________________________
___________________________
Email: ______________________
esimonson@willdan.commicah.hinkle@cityofsanrafael.org
2240 Douglas Blvd, Ste 270
Roseville, CA 95661
1400 Fifth Ave
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11. LIABILITY OF CITY.
Except as provided in Exhibit A, Scope of Work to be Provided by Contractor and
Exhibit B, Insurance, City's obligations under this Contract shall be limited to the payment
of the compensation provided for in Paragraphs 1 and 2 of this Contract,
Notwithstanding any other provision of this Contract, in no event shall City be liable,
regardless of whether any claim is based on contract, tort or otherwise, for any special,
consequential, indirect or incidental damages, lost profits or revenue, arising out of or in
connection with this Contract, the Scope of Work, or the Project.
City shall not be responsible for any damage to persons or property as a result of the
use, misuse or failure of any equipment used by Contractor, or by any of its employees,
even though such equipment be furnished, rented or loaned to Contractor by City. The
acceptance or use of such equipment by Contractor or any of its employees shall be
construed to mean that Contractor accepts full responsibility for and shall exonerate,
indemnify, defend and save harmless City from and against any and all claims for any
damage or injury of any type, including attorneys' fees, arising from the use, misuse or failure
of such equipment, whether such damage be to the Contractor, its employees, City
employees or third parties, or to property belonging to any of the above.
Nothing in this Contract shall constitute a waiver or limitation of any right or remedy,
whether in equity or at law, which City or Contractor may have under this Contract or any
applicable law. All rights and remedies of City or Contractor, whether under this Contract
or other applicable law, shall be cumulative.
12. MEDIATION.
Unless waived by the City, should any dispute arise out of this Contract, the parties
shall meet in mediation and attempt to reach a resolution with the assistance of a mutually
acceptable mediator. Unless the City waives this requirement, Contractor shall not be
permitted to file legal action without first meeting in mediation and making a good faith
attempt to reach a mediated resolution. The costs of the mediator, if any, shall be paid
equally by the parties. If a mediated settlement is reached neither party shall be deemed
the prevailing party for purposes of the settlement and each party shall bear its own legal
costs.
13. GENERAL TERMS AND CONDITIONS.
This Contract includes, and the Contractor agrees to comply with the City’s
General Terms and Conditions, which are set forth in Exhibit C, attached hereto and
incorporated by reference.
[Signatures are on the following page.]
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IN WITNESS WHEREOF, the parties have executed this Contract as of the day,
month and year first above written.
CITY OF SAN RAFAEL:
_________________________________
________________________________,
_________________________________
Executed on:_______________________
APPROVED AS TO FORM:
Office of the City Attorney
_________________________________
________________________________,
_________________________________
ATTEST:
City Clerk
_________________________________
________________________________,
_________________________________
CONTRACTOR:
__________________________________
By: ____________________________
Name: ____________________________
Title: ____________________________
[If Contractor is a corporation, second
corporate officer signature required]
__________________________________
By: ____________________________
Name: ____________________________
Title: _____________________________
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President
Willdan Engineering
Vanessa Munoz
Kate Nguyen
Secretary
Kate NguyễnAndrea Visveshwara
Chief Assistant City Attorney
Cristine Alilovich
City Manager
September 8, 2025
Lindsay Lara
City Clerk
EXHIBIT A
SCOPE OF WORK
This is an Exhibit attached to, and made a part of the Contract by and between
Contractor and the City providing for the referenced services. The Scope of Work
includes:
1. Description of the Work:
1.1 Description: The Contractor shall serve as the City’s Chief Building Official
(CBO) on a temporary basis, providing remote leadership, oversight, and
technical expertise to ensure continuity of building division operations. Services
will be delivered on an on-call, as-needed basis, with availability during regular
business hours and for urgent matters requiring immediate CBO -level
intervention.
2. Specific Tasks:
As part of the Scope of Work, the Contractor shall perform the following tasks:
2.1 Task 1 – Serve as the designated Chief Building Official of the City for
purposes of California Building Standards Code (or applicable local code
adoption) enforcement.
2.2 Task 2 – Provide technical assistance on complex building code questions,
appeals, or enforcement actions, and advise staff and management on code
interpretations, alternate materials/methods, and code compliance strategies.
2.3 Task 3 – Conduct or oversee review of complex building permit applications,
plans, and specifications for compliance with applicable codes, and provide
oversight and technical guidance to inspection staff or contracted inspectors.
DELIVERABLES
Contractor’s deliverables under the Contract are enunciated throughout the Contract and
include but are not limited to the following:
1. Project Deliverables:
1. Written determinations and technical code interpretations as required.
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2. Signed plan review documents, permits, or inspection records requiring
CBO authorization.
3. Monthly summary report of activities performed and hours billed.
METHOD OF PAYMENT
Subject to the terms and conditions of this Contract, Contractor shall be paid on a basis
set forth herein by the checked boxes below:
☐ A fixed fee for the work performed
☒ An hourly rate for the work performed based on the following hourly rates:
$155/hour
SCHEDULE
Monday- Friday 8am- 5pm
1-hour response time for phone calls.
24-hour prior request for in-person meetings or in office time.
Available up to 4 days a week in-person with prior request.
– END OF EXHIBIT A –
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EXHIBIT B
INSURANCE REQUIREMENTS
During the term of this Contract, and for any time period set forth below,
Contractor shall procure and maintain in full force and effect, at no cost to City insurance
policies with respect to employees and vehicles assigned to the performance of work
under this Contract with coverage amounts, required endorsements, certificates of
insurance, and coverage verifications as defined in this Exhibit B.
A. Scope of Coverage. During the term of this Contract, Contractor shall
maintain, at no expense to City, the following insurance:
1. Commercial general liability. A commercial general liability
insurance policy in the minimum amount of one million dollars ($1,000,000) per
occurrence/two million dollars ($2,000,000) aggregate, for death, bodily injury, personal
injury, or property damage.
2. Automobile liability. An automobile liability (owned, non-owned, and
hired vehicles) insurance policy in the minimum amount of one million dollars ($1,000,000)
per occurrence.
3. Professional liability. If any licensed professional performs any of the
work required to be performed under this Contract, a professional liability insurance policy
in the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars
($2,000,000) aggregate, to cover any claims arising out of the Contractor's performance
under this Contract. Where Contractor is a professional not required to have a professional
license, City reserves the right to require Contractor to provide professional liability
insurance pursuant to this section.
4. Workers’ compensation. If it employs any person, Contractor shall
maintain workers’ compensation insurance, as required by the State of California, with
statutory limits, and employer’s liability insurance with limits of no less than one million
dollars ($1,000,000) per accident for bodily injury or disease. Contractor’s workers’
compensation insurance shall be specifically endorsed to waive any right of subrogation
against City.
B. Other Insurance Requirements. The insurance coverage required of the
Contractor in subparagraph A of this section above shall also meet the following
requirements:
1. Except for professional liability insurance or workers’ compensation
insurance, the insurance policies shall be specifically endorsed to include the City, its
officers, agents, employees, and volunteers, as additional insureds (for both ongoing and
completed operations) under the policies.
2. The additional insured coverage under Contractor’s insurance
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policies shall be “primary and noncontributory” with respect to any insurance or coverage
maintained by City and shall not call upon City's insurance or self-insurance coverage for
any contribution. The “primary and noncontributory” coverage in Contractor’s policies shall
be at least as broad as ISO form CG20 01 04 13.
3. Except for professional liability insurance or workers’ compensation
insurance, the insurance policies shall include, in their text or by endorsement, coverage for
contractual liability and personal injury.
4. By execution of this Contract, Contractor hereby grants to City a
waiver of any right to subrogation which any insurer of Contractor may acquire against
City by virtue of the payment of any loss under such insurance. Contractor agrees to
obtain any endorsement that may be necessary to effect this waiver of subrogation, but
this provision applies regardless of whether or not City has received a waiver of
subrogation endorsement from the insurer.
5. If the insurance is written on a Claims Made Form, then, following
termination of this Contract, said insurance coverage shall survive for a period of not less
than five years.
6. The insurance policies shall provide for a retroactive date of placement
coinciding with the Effective Date of this Contract.
7. The limits of insurance required in this Contract may be satisfied by a
combination of primary and umbrella or excess insurance. Any umbrella or excess
insurance shall contain or be endorsed to contain a provision that such coverage shall also
apply on a primary and noncontributory basis for the benefit of City (if agreed to in a written
contract or agreement) before City’s own insurance or self-insurance shall be called upon
to protect it as a named insured.
8. It shall be a requirement under this Contract that any available
insurance proceeds broader than or in excess of the specified minimum insurance coverage
requirements and/or limits shall be available to City or any other additional insured party.
Furthermore, the requirements for coverage and limits shall be: (1) the minimum coverage
and limits specified in this Contract; or (2) the broader coverage and maximum limits of
coverage of any insurance policy or proceeds available to the named insured; whichever is
greater. No representation is made that the minimum insurance requirements of this
Contract are sufficient to cover the obligations of the Contractor under this Contract.
9. Contractor agrees to ensure that subcontractors, and any other
party involved with the performance of work under this Contract, who is brought onto or
involved in the performance of the work by Contractor under this Contract, provide the
same minimum insurance coverage required of Contractor, except as with respect to
limits. Contractor agrees to monitor and review all such coverage and assumes all
responsibility for ensuring that such coverage is provided in conformity with the
requirements of this Contract. CONSUTLANT agrees that upon request by City, all
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agreements with, and insurance compliance documents provided by, such
subcontractors and others engaged in the work under this Contract will be submitted to
City for review.
10. Contractor agrees to be responsible for ensuring that no contract
used by any party involved in any way with the Scope of Work reserves the right to charge
City or Contractor for the cost of additional insurance coverage required by this Contract.
Any such provisions are to be deleted with reference to City. It is not the intent of City to
reimburse any third party for the cost of complying with these requirements. There shall
be no recourse against City for payment of premiums or other amounts with respect
thereto.
C. Deductibles and SIR’s. Any deductibles or self-insured retentions in
Contractor's insurance policies must be declared to and approved by the City and shall
not reduce the limits of liability. Policies containing any self-insured retention (SIR) provision
shall provide or be endorsed to provide that the SIR may be satisfied by either the named
insured or City or other additional insured party. At City's option, the deductibles or self-
insured retentions with respect to City shall be reduced or eliminated to City's satisfaction,
or Contractor shall procure a bond guaranteeing payment of losses and related
investigations, claims administration, attorney’s fees and defense expenses.
D. Proof of Insurance. Contractor shall provide to the Project Manager all of
the following: (1) Certificates of Insurance evidencing the insurance coverage required in
this Contract; (2) a copy of the policy declaration page and/or endorsement page listing all
policy endorsements for the commercial general liability policy, and (3) excerpts of policy
language or specific endorsements evidencing the other insurance requirements set forth in
this Contract. City reserves the right to obtain a full certified copy of any insurance policy
and endorsements from Contractor. Failure to exercise this right shall not constitute a
waiver of the right to exercise it later. The insurance shall be approved as to form and
sufficiency by the City.
Failure to comply with these requirements shall be considered a material breach of
contract.
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EXHIBIT C
GENERAL TERMS AND CONDITIONS
1. COMPLIANCE WITH ALL LAWS.
Contractor shall observe and comply with all applicable federal, state and local laws,
ordinances, codes and regulations, in the performance of its duties and obligations under
this Contract. Contractor shall perform all work under this Contract in accordance with
these laws, ordinances, codes and regulations. Contractor shall release, defend, indemnify
and hold harmless City, its officers, agents and employees from any and all damages,
liabilities, penalties, fines and all other consequences from any noncompliance or violation
of any laws, ordinances, codes or regulations.
2. PROVISIONS DEEMED INSERTED.
Every provision of law required to be inserted in the Contract is deemed to be
inserted, and the Contract will be construed and enforced as though such provision has
been included. If it is discovered that through mistake or otherwise that any required
provision was not inserted, or not correctly inserted, the Contract will be deemed amended
accordingly.
3. SEVERABILITY.
If any provision of the Contract documents, or portion of a provision, is determined
to be illegal, invalid, or unenforceable, the remaining provisions of the Contract documents
will remain in full force and effect.
4. OWNERSHIP OF DOCUMENTS.
The written documents and materials prepared by the Contractor in connection with
the performance of its duties under this Contract, shall be the sole property of City. City
may use said property for any purpose, including projects not contemplated by this Contract.
5. INSPECTION AND AUDIT.
Upon reasonable notice, Contractor shall make available to City, or its agent, for
inspection and audit, all documents and materials maintained by Contractor in connection
with its performance of its duties under this Contract. Contractor shall fully cooperate with
City or its agent in any such audit or inspection. Contractor shall maintain all Project-
related records for a period of three (3) years from completion of the work.
6. ASSIGNABILITY.
The parties agree that they shall not assign or transfer any interest in this Contract
nor the performance of any of their respective obligations hereunder, without the prior written
consent of the other party, and any attempt to so assign this Contract or any rights, duties
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or obligations arising hereunder shall be void and of no effect.
7. WORKERS' COMPENSATION.
Contractor certifies that it is aware of the provisions of the Labor Code of the State
of California which require every employer to be insured against liability for workers'
compensation or to undertake self-insurance in accordance with the provisions of that Code,
and Contractor certifies that it will comply with such provisions before commencing the
performance of the work of this contract.
8. NONDISCRIMINATION.
Contractor shall not discriminate, in any way, against any person on the basis of
sex, race, color, religion, ancestry, national origin, ethnic group identification, age, mental
disability, physical disability, medical condition, genetic information, marital status, or
sexual orientation in connection with or related to the performance of its duties and
obligations under this Contract.
9. NO THIRD PARTY BENEFICIARIES.
City and Contractor do not intend, by any provision of this Contract, to create in any
third party, any benefit or right owed by one party, under the terms and conditions of this
Contract, to the other party.
10. INDEPENDENT CONTRACTOR.
For the purposes, and for the duration, of this Contract, Contractor, its officers,
agents and employees shall act in the capacity of an Independent Contractor, and not as
employees of the City. Contractor and City expressly intend and agree that the status of
Contractor, its officers, agents and employees be that of an Independent Contractor and
not that of an employee of City.
11. ENTIRE CONTRACT -- AMENDMENTS.
A. The terms and conditions of this Contract, all exhibits attached, and all
documents expressly incorporated by reference, represent the entire Contract of the parties
with respect to the subject matter of this Contract.
B. This written Contract shall supersede any and all prior contracts, oral or
written, regarding the subject matter between the Contractor and the City.
C. No other agreement, promise or statement, written or oral, relating to the
subject matter of this Contract, shall be valid or binding, except by way of a written
amendment to this Contract.
D. The terms and conditions of this Contract shall not be altered or modified
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except by a written amendment to this Contract signed by the Contractor and the City.
E. If any conflicts arise between the terms and conditions of this Contract, and
the terms and conditions of the attached exhibits or the documents expressly incorporated
by reference, the terms and conditions of this Contract shall control.
12. SET-OFF AGAINST DEBTS.
Contractor agrees that City may deduct from any payment due to Contractor under
this Contract, any monies which Contractor owes City under any ordinance, agreement,
contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or
other amounts.
13. WAIVERS.
The waiver by either party of any breach or violation of any term, covenant or
condition of this Contract, or of any ordinance, law or regulation, shall not be deemed to be
a waiver of any other term, covenant, condition, ordinance, law or regulation, or of any
subsequent breach or violation of the same or other term, covenant, condition, ordinance,
law or regulation. The subsequent acceptance by either party of any fee, performance, or
other consideration which may become due or owing under this Contract, shall not be
deemed to be a waiver of any preceding breach or violation by the other party of any term,
condition, covenant of this Contract or any applicable law, ordinance or regulation.
14. CITY BUSINESS LICENSE / OTHER TAXES.
Contractor shall obtain and maintain during the duration of this Contract, a City
business license as required by the San Rafael Municipal Code, and Contractor shall pay
any and all state and federal taxes and any other applicable taxes. City shall not be required
to pay for any work performed under this Contract, until Contractor has provided City with
a completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification
Number and Certification).
15. SURVIVAL OF TERMS.
Any terms of this Contract that by their nature extend beyond the term (or termination)
of this Contract shall remain in effect until fulfilled and shall apply to both Parties’ respective
successors and assigns.
16. GOVERNING LAW.
This Contract shall be deemed to have been executed in the County of Marin,
California. The formation, interpretation and performance of this Contract shall be
governed by the laws of the State of California, excluding its conflict of laws rules. Any
suit or action initiated by either party shall be brought in the County of Marin, California
unless the parties agree otherwise in a written amendment to this Contract.
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
v. Feb 2025 Exhibit C-4
17. CONFLICT OF INTEREST.
Contractor, its employees, subcontractors and agents, may not have, maintain or
acquire a conflict of interest in relation to this Contract in violation of any City ordinance or
policy or in violation of any California law, including under Government Code section 1090
et seq. and under the Political Reform Act as set forth in Government Code section 81000
et seq. and its accompanying regulations. Any violation of this Section constitutes a material
breach of the Contract.
18. AUTHORIZATION.
Each individual signing above warrants that they are authorized to do so by the party
that they represent, and that this Contract is legally binding on that party. If Contractor is a
corporation, signatures from two officers of the corporation are required pursuant to
California Corporation Code section 313.
19. COUNTERPARTS AND ELECTRONIC SIGNATURE.
This Contract may be executed by electronic signature and in any number of
counterparts, each of which shall be deemed an original, but all of which together shall
constitute one document. Counterpart signature pages may be delivered by telecopier,
email or other means of electronic transmission.
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
CONTRACT ROUTING FORM
INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown
below.
All following documents are attached as reference material.
RESPONSIBLE PARTY DESCRIPTION COMPLETED
Project Manager Email PINS insurance request to Contractor ☐
City Attorney’s Office Review, revise as needed, and approve agreement as to
form
Department Director Review and approve agreement
Risk Management Confirm insurance documentation is complete
Finance Review and sign off on funding availability
TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER:
Contracting Department:
Project Manager:
Contractor Name:
Contractor’s Contact: Contact’s Email:
City Council Date: ☐ ___________________ or ☐ Not applicable
☐ FPPC: Check if Contractor must file Form 700
X
Eric Simonson
X
esimonson@willdan.com
Micah Hinkle
Willdan Engineering
Community and Economic Development
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
July 1, 2025
City of San Rafael
Plan Check and Inspection Services
Qualifications for
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
916.924.7000 – 800.390.3088 – fax:916.924.3644. 2240 Douglas Boulevard, Suite 270, Roseville, California 95661
www.willdan.com
Cover Letter
July 1, 2025
Attn: Greg Minor, Assistant Director
Community and Economic Development Department
City of San Rafael
1400 5th Avenue
San Rafael, CA 94901
Submitted Electronically to ced.bids@cityofsanrafael.org
RE: Qualifications for Plan Check and Inspection Services
The City of San Rafael (City) is seeking proposals from qualified and experienced firms to provide plan check and
inspection services. While our exceptional services are presented in this response, listed below are reasons why
Willdan is uniquely qualified to provide these services to the City of San Rafael.
Demonstrated Competence – Willdan Engineering presently provides building and safety services to a vast
number of jurisdictions throughout California. In this capacity, we provide a full range of services including
building official services, building and safety plan review, fire plan review, permit issuance, inspection, and
code enforcement. Willdan provides similar services to many Northern California jurisdictions. We are
familiar with the area and the expectation for quality customer service to the community and residents.
Electronic Plan Review – Willdan Engineering offers electronic plan review which reduces foot traffic and
significantly expedites review as well as reduces shipping and printing costs for the applicant while promoting
a paperless environment at no additional cost to the City or permit applicants.
CASp Certified Inspectors and Plans Examiners – Willdan Engineering can provide CASp certified specialists to
the City, as required by Senate Bill No. 1608, specifically CHAPTER 549.
Quick Turnaround Times. Willdan has a reputation for providing quality and accurate plan review in a timely
manner. We understand that time is of critical importance to the City and to the development community.
We are dedicated to meeting normal and “expedited” turnaround deadlines.
Full-Service Provider – Willdan is a unique consultant with the ability to provide all services including Building
& Safety, Code Enforcement, and Disaster and Emergency Recovery services to the City under one project
manager to oversee all services. This ensures continuity across all disciplines, making Willdan the ideal
consultant to assist the City.
Customer Service – Our approach to user-friendly customer service specifically results in reduced number of
plan review rechecks and has allowed us to meet the required plan check turnaround time standards of the
City.
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
Patrick Johnson, PE, CBO, Director of Building and Safety, is authorized to contractually bind Willdan. Eric
Simonson will serve as Project Manager and will oversee all day-to-day services provided to the City. Contact
information is shown below:
As demonstrated in our proposal, our team possess the skills and experience required to address the City’s needs.
Willdan will perform the services and adhere to the requirements described in this RFP. We look forward to
providing services to the City of San Rafael and its community.
Respectfully submitted,
WILLDAN ENGINEERING
Patrick Johnson, PE, CBO
Director of Building and Safety
Patrick Johnson, PE, CBO
Director of Building & Safety, Code Enforcement, and Fire Services
Willdan Engineering
2240 Douglas Blvd., Suite 270
Roseville, CA 95661
909.915.4361
pjohnson@willdan.com
Eric Simonson, CBO
Principal Project Manager
Willdan Engineering
2240 Douglas Blvd., Suite 270
Roseville, CA 95661
916.309.9573
esimonson@willdan.com
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
Qualifications for Plan Check
and Inspection Services
1
Statement of Qualifications
Willdan Engineering (Willdan), a California corporation since 1964, is a subsidiary of
Willdan Group, Inc., a publicly traded Delaware corporation. Services are provided to
nationwide clientele through three subsidiary firms – Willdan Engineering, Willdan
Energy Solutions, and Willdan Financial Services – that offer a portfolio of diversified
strengths. Throughout our 60-year history, Willdan has been a consistent industry
leader providing all aspects of municipal, infrastructure, and transportation
engineering; program management; financial consulting; municipal planning;
environmental; energy-related services, along with a full complement of related
disciplines. Dedicated to providing public agencies with reliable, quality, and cost-
effective services, Willdan merges sound solutions with a solid respect for the fiscal
responsibility faced by local agencies and the concerns of affected communities. This
approach has proven responsive to the most challenging budget, schedule, and aesthetic requirements. It is a
contributing factor to our industry reputation and our company growth. Willdan addresses the varied
demographics of our public agency clients through focused, specialized services offering solutions tailored to the
unique goals and visions of each agency.
Unique to Willdan is our understanding of public agency needs and issues. Willdan's professionals often serve to
extend our clients' staff in the capacity of planning directors, city engineers, and other public agency positions.
Additionally, many provide the added value of having served in public agency management positions prior to
joining Willdan. With this experience, expertise, knowledge, and resources, Willdan offers comprehensive
solutions that are timely, cost effective, and tailored to meet the needs of individual communities.
The company has more than 1,700+ employees, including licensed
engineers, program and construction managers, financial analysts,
planners, and other skilled professionals, operating out of 50+ offices
located throughout the United States. Willdan benefits from well-
established relationships with local and state government agencies,
investor-owned and municipal utilities, and private sector commercial
and industrial firms throughout the United States. We have supported
the implementation of community visions through engineering,
construction management, inspection, planning, building safety, and staff
augmentation services.
Willdan shall provide services from our Roseville office, located at 2240
Douglas Boulevard, Suite 270, Roseville, CA 95661. The Roseville office
may be contacted by phone (916) 924-7000 or by fax (916) 924-3644.
Willdan has the ability to provide the required services without the use of
any subconsultants.
Building and Safety Services
Willdan is a leading provider of Building and Safety services, with extensive experience in all aspects of plan review,
building inspection, building administration, and code enforcement. Our team has a proven track record of
delivering high-quality services that exceed client expectations and ensure public safety and understands all
applicable regulations and codes, allowing us to deliver accurate and effective services that comply with all
requirements.
Willdan stands out from other providers through our additional resources, availability, high-level oversight, and on-
time performance. Our ability to provide additional resources, such as dedicated project management staff, state-
of-the-art technology, and specialized expertise, sets us apart from other firms. We also prioritize availability, with
an on-site team ready to respond to emergencies and urgent requests.
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Qualifications for Plan Check
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Our approach to service provision is based on responsiveness, cost-control measures, and practical training
programs. We understand the importance of timely and efficient service delivery, and our team is committed to
providing quick response times while maintaining cost-effectiveness. We prioritize effective training programs to
ensure our staff possesses the necessary skills and knowledge to perform their duties to the highest standards.
Our ability to provide services during emergencies, disasters, and pandemics is a key differentiator that sets us
apart from other providers. We have extensive experience responding to emergencies of all kinds, and our team is
always ready to mobilize quickly and support our clients.
Willdan is uniquely positioned to deliver high-quality Building and Safety Division and code enforcement services
that exceed client expectations and ensure public safety. Our additional resources, availability, high-level
oversight, and on-time performance set us apart from other providers. Our commitment to practical training
programs and cost-control measures ensures that our services are always delivered to the highest standards.
Willdan’s engineering division spans the scope of building and safety services including:
Building Official Services
Inspection Services
Permit Technician Services
Plan Review Services
Fire Protection Services
Code Enforcement Services
Program evaluation services
ICC Preferred Provider – Willdan is recognized as an ICC Preferred Provider and our
knowledgeable staff is available to provide training to jurisdictions as needed.
Willdan’s experience and strength in building and safety encompasses the complete range of
technical disciplines, including permit issuance, building inspection, grading inspection, accessibility inspection, CASp
services, OSHPD III plan check and inspection, flood zone experience, building plan review, fire-life safety, building
official services, code enforcement, and emergency safety assessment expertise. The inspection and plan review
staff maintain current certifications and attend training on a regular basis, to stay current with industry technologies
and standards. Specific certifications and education are delineated in staff résumés herein.
When serving the residents of San Rafael, Willdan sees our role as a facilitator and guide, assisting the City’s
customers through the review, permitting, inspection, and code enforcement processes rather than leaving
applicants struggling to obtain or finalize permits or resolve code violations. At the same time, we ensure that
development complies with building codes, City standards, and community regulations.
Our building services team understands that navigating codes, regulations, and laws can be a complex and
daunting task—even for experienced design and construction professionals. Recognizing the intricacies of
processing private development applications and balancing competing interests is key to delivering exceptional
customer service. These interests include creating a sense of place, achieving economic development goals,
ensuring ease of maintenance, and guaranteeing that the City remains satisfied with its infrastructure both now
and decades into the future. Willdan staff bring a strong combination of technical expertise and practical decision-
making, interpreting regulatory guidelines with a common-sense approach to support the City's long-term vision.
Our proven approach is based on years of experience and incorporates features enhancing the efficiency and
quality of the following services:
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Qualifications for Plan Check
and Inspection Services
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Approach
Project Understanding
With 61 years of industry experience, Willdan understands the needs and goals of San Rafael in partnering with a
third-party consultant. We share the same desire to provide efficient and timely services that your community can
depend on.
Our understanding and experience providing services uniquely catered to the inspection and plan review needs of
rural jurisdictions allows us the ability to expand and contract services along with the needs of the City.
• Permit and Plan Review: We thoroughly examine permits, design drawings, construction plans and other
pertinent documents to confirm compliance with all applicable codes and standards. Our team of plans
examiners, architects, engineers and CASp have been selected to serve the needs of San Rafael.
• On-Site Inspections: We conduct thorough inspections of construction sites, both during and after project
completion, to assess compliance with approved plans and Code requirements. This includes evaluating
structural integrity, verifying the quality of materials used, and ensuring that work aligns with approved
plans and specifications.
• Collaboration and Communication: We actively engage with architects, engineers, contractors, and other
stakeholders to address any discrepancies or issues identified during the review and inspection processes.
By providing clear guidance and fostering collaborative problem-solving, we help facilitate timely and
compliant project completions.
• Continuous Professional Development: We stay informed about the latest developments in building
codes, regulations and construction practices by attending industry seminars, subscribing to relevant
publications and participating in continuing education programs. This commitment ensures that Willdan’s
knowledge remains current while maintaining the ability to provide accurate guidance for our clients and
colleagues.
Typical Scope of Work
Building Plan Review
Project plan review goes hand-in-hand with the inspection element and is equally critical to the
development process. Plan review services bring the intent of the design team and the adopted codes
of the community together. It is the plans examiner's responsibility to ensure the project is designed in
accordance with codes and standards adopted by the municipal agency. Working together as a team, the plans
examiner, the designer, and the inspector all contribute greatly to the health, safety, and welfare of the
community.
All building plans will be examined for compliance with the current adopted version of the California Building Code,
California Residential Code, Green Building Standards Code, California Mechanical Code, California Plumbing Code,
California Electrical Code, California Fire Code, California Historical Code, California Existing Building Code and the
Accessibility, Noise and Energy Conservation requirements as mandated by State Title 24, and all additional
applicable City Ordinances. Plan review for Disabled Access Compliance will include a review of precise grading
plans.
Plan checks will include compliance with code requirements as well as an overview of the application package for
other applicable requirements such as approvals from other local agencies and districts and coordination with
other City departments. All plan review will comply with the City’s directives, codes, and policies. All plan check
services will include compliance with code requirements as well as an overview of the application package for
other applicable requirements such as approvals from other local agencies and districts and coordination with
other City departments. All plan review will comply with the City’s directives, codes, and policies.
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
Qualifications for Plan Check
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Plan check will include a review of any or all of the following design elements as determined by the City:
Architectural
Structural
Plumbing
Mechanical
Fire/Life Safety
Electrical
Energy Conservation Regulations (Title 24)
Disabled Access Regulations (CBC)
Green Building Standards
CASp
Willdan will provide plan check comments which outline the documents reviewed, instructions to the applicant
regarding the processing of documents, and a listing of plan check comments. The plan check comments will refer
to appropriate sheets, details or calculation pages and the code section of concern. Comments shall specify the
apparent code violation.
Our plan checkers will schedule meetings during work hours to discuss and clarify plan check issues with designers,
owners, and contractors. Resolutions of code issues may also be accomplished by telephone and/or email as well
as scheduled meetings prior to resubmitting corrected plans and documents. We will respond to inquiries from
applicants within one day.
Plan Review Schedule
Electronic Plan Review
Willdan has long had the ability to provide plan review services electronically, at no additional cost to the City or
applicants. The many advantages of our “tree-saving” electronic plan review process includes the elimination of
the need for additional computer software or hardware–only an Internet connection is necessary. Electronic plan
review services are provided at the request of the applicant or the agency we serve. Submittals are accepted in
PDF format and reviewed in Bluebeam.
Through this process we will review plans and can transmit the redlined plans back to the applicant, jurisdiction or
designer via the website, along with the plan review comment sheet.
This service allows for on-line collaboration between the City , designer and plans examiner
to facilitate a complete understanding of plan review comments and can reduce shipping,
printing and timelines for plan review processing for the applicant.
Our EPR portal also serves as an accurate log of all plans coming in and going out. City staff
will have full access to the site and will have the ability to check status, review redlines,
comments, etc.
Inspection
Our inspectors are ICC certified and fully experienced performing residential, commercial and industrial
inspections for compliance to the approved plans and related documents. The inspections will be
performed in accordance with the City’s adopted version of the California Building Code, California
Residential Code, Green Building Standards Code, California Mechanical Code, California Plumbing
Code, California Electrical Code, and the State and Federal regulations for Accessibility, Noise and Energy
Conservation, California Fire Code and provisions of Title 19 and NFPA.
TYPE OF PROJECT INITIAL PLAN CHECK SUBSEQUENT RECHECKS
Residential Plan Review 8 – 10 working days 5 working days
Commercial Plan Review 10 working days 5 working days
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Qualifications for Plan Check
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Inspection staff will be available to meet with City staff, builders, developers, and citizens to provide assistance and
resolve any inspection issues that may arise. Inspectors shall attend and participate in required meetings with
other City inspection and plan review staff, property owners, contractors and/or design professionals.
Inspectors will review the permit package to verify that the on-site condition is consistent with the appropriate
records for square footage, setbacks, heights, and other requirements that may be applicable. Inspectors will
comply with the City’s procedures for reporting inspection results, use City inspection correction forms, make
appropriate entries onto the permit documents, and follow City procedures prior to finalizing a building permit.
Willdan will verify that all inspection records, including daily records of what was inspected which will be recorded
on the job card, and permit copy entered into the City’s Building and Safety computer system. We will employ
such techniques as necessary to minimize delays to builders and provide helpful advice and counsel to builders,
owners, engineers and architects as to enhance the orderly flow of the construction process yet maintaining an
effective level of enforcement. Inspectors shall ensure that any construction changes are documented and
approved by appropriate City staff.
Our inspection staff are supplied with cell phones and laptops and/or iPads for email communication and
document creation and record keeping. Inspections will be provided on a next-day basis should the request be
received prior to 4:00 pm the previous day.
CASp Services
Willdan can provide CASp certified inspectors to the City as required by California Civil Code, Division 1,
Part 2.52, Section 55.53(d)1&2.
Our CASp certified inspectors will provide building and site evaluations for ADA and State Disabled Access
requirements; provide evaluations and reporting for Applicable Construction Related Accessibility Standards;
provide CASp Disability Access Certificates; provide expert witness and legal services support; and provide other
services as required by the City. Our CASp certified inspector will be available within 24 hours of notification or
sooner.
Permit Technician Services
Under the supervision of the City, our provided permit technician(s) will provide customer-friendly
public counter service. Using the City’s permitting software system for plan check tracking, permit
issuance and report generation, Willdan provides quick, efficient service at the counter. Our
knowledgeable staff, who always understand that this may be the first time that a citizen is applying
for a permit, can help all applicants, from the least knowledgeable applicant for a simple home remodel to
experienced owners who have many years of development experience.
Our goal is to make sure that every applicant feels that we have answered their questions and met their needs.
The designated permit technician(s) will provide counter services during City Office hours.
Our building counter services include but are not limited to:
Customer support at the counter and over the phone
Permit application review to ensure completeness and accuracy
Fee calculation
Building permit processing and issuance
Public assistance in completing permit applications
Verification that projects have obtained all necessary approvals prior to permit issuance
Applicant notification when construction documents and/or permits are ready for pick-up or issuance
Coordination and routing of construction documents to the appropriate City staff for plan review and approval
Resolution of resident inquiries and complaints
Records maintenance, document preparation for storage and or imaging
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Qualifications for Plan Check
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Budget and Schedule
All proposed fees and terms are open to negotiation.
Classification Rate
Building Official $ 155 /hr
Plan Check Engineer $ 145 /hr
Senior Plans Examiner $ 135 /hr
Plans Examiner $ 130 /hr
Fire Plans Examiner $ 135 /hr
Senior Building Inspector $ 115 /hr
Building Inspector $ 105 /hr
Rates will not increase through June 30, 2026. If the Agreement is extended beyond June 30, 2026, Willdan may
reserve the right to increase rates once per year to the value between the 12-month percentage change of the
Consumer Price Index for Marin County area and five percent.
The above schedule is for straight time. Overtime will be charged at 1.5 times, and Sundays and holidays, 2.0 times
the standard rates. Expedited reviews will be charged at 1.35 times the standard rates.
Mileage for inspections will be billed at the current IRS Standard Mileage Rate, unless provided with a City vehicle
to perform inspections in The City of San Rafael.
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Qualifications for Plan Check
and Inspection Services
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Key Personnel
Patrick Johnson is Director of Willdan’s
Building & Safety, Code Enforcement, and Fire Services
Division. As the Principal-in-Charge, Patrick is responsible for overseeing all Community
Development services company wide as well as providing structural and non-structural plan
review. He has attended building & safety and seismic application seminars and has
received his Master of Engineering degree, specializing in structures, from California State
Polytechnic University. Mr. Johnson has served as a forensic engineer responsible for
justifying probable causes of structural damage caused by expansive soils. He has also provided Building Official
Services to a number of jurisdictions throughout California.
Eric Simonson will serve as Project Manager with final oversight of the contract. He has
over 30 years of experience in the construction industry. Born and raised in the Sierra
Nevada Foothills and spending most of his jurisdictional career providing building
department oversight to communities in the area, he is a seasoned Building Official with
extensive community development experience. Eric Simonson values integrity, initiative,
fiscal responsibility, focus and experience. Eric served as the Building Official for the City of
Reno Nevada. He has also served as Building Services Manager of the Placer County
Community Development Resource Agency. Eric managed the Building Services Division programs and operations
in both Auburn and Tahoe offices including inspection, plans examination, permit application, and oversight
working with the Tahoe Regional Planning Authority.
Lead Personnel
We recognize that the City's departmental workload fluctuates. Willdan hires professionals in three categories –
full-time, modified full-time, and part-time. Part-time staff may work up to 40 hours per week. All services will be
provided from our Roseville office, with additional resources employed company-wide as necessary.
Name/Title
Registrations/Certifications
Service Provided
Annette Chavez, CBO
Sr. Plans Examiner
ICC Building Official
ICC Certified Plans Examiner
ICC Building Inspector
ICC Combination Inspector
ICC Building Code Specialist
Building Plan Review: Structural,
architectural, plumbing, mechanical,
electrical, energy, green building,
accessibility, residential, and commercial.
Ted Beckwith, SE, PE
Plan Check Engineer
Professional Engineer, California #48798
Professional Structural Engineer California
#4294
Building Plan Review: Structural,
architectural, plumbing, mechanical,
electrical, energy, green building,
accessibility, residential, and commercial.
Schiller Cassel, CASp
Plan Check Architect
Certified Access Specialist (CASp-577)
ICC Plans Examiner
Architect: California C27683
Building Plan Review:
Structural, architectural, plumbing,
mechanical, electrical, energy, accessibility,
green building, fire life-safety.
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Qualifications for Plan Check
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Margo Markova, EIT
Plan Check Engineer
Engineer in Training
BS, Civil Engineering
Building Plan Review:
Structural, architectural, plumbing,
mechanical, electrical, energy, accessibility,
green building, fire life-safety.
Frank Smith
Sr. Building Inspector
ICC Commercial Building Inspector
ICC Plans Examiner
ICC Special Inspector General Requirements
ICC Property Maintenance & Housing
Inspector
Building Inspector: Residential, commercial,
and industrial plan review, inspections, and
building code requirements.
David Lackyard
Sr. Building Inspector
ICC Commercial Inspector
Building Inspector: Residential, commercial,
and industrial plan review, inspections, and
building code requirements.
Truman Santella
Permit Technician
Building Inspector
ICC Permit Technician (pending)
ICC Building Inspector (pending)
Permit Technician: Commercial, industrial,
residential, building department counter
coverage, answer phone calls, respond to
inquiries, issue permits.
Organizational Chart
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Patrick Johnson, PE, CBO
Director of Building & Safety, Code Enforcement,
and Fire Services
Patrick Johnson has 27 years of construction and engineering experience and is a
registered engineer specializing in lightweight commercial, industrial, and residential
structures. He has plan checked several tilt-up warehouse buildings up to 2.3 million
square feet and numerous structures consisting of braced and moment frames for lateral
resistance, prestressed concrete structures, and multi-story buildings up to six stories in
height.
As Director of Willdan’s Building and Safety Division, Patrick is responsible for overseeing
all Building and Safety services company-wide as well as providing structural plan review.
He has attended code enforcement and seismic application seminars and has received his
Master of Engineering degree, specializing in structures, from California State Polytechnic
University. Patrick has served as acting building official for the cities of Big Bear Lake, Loma
Linda, and Rancho Mirage. He has served as a forensic engineer responsible for justifying
probable causes of structural damage caused by expansive soils.
As a project manager for Willdan’s On-call Building Official and Building and Safety
Services contracts, Patrick works with City managers to plan, organize, direct, and
administer the activities of their Building and Safety Departments, including building
inspections; inspection of construction; and general rehabilitation or repair of commercial,
residential, and industrial properties. He has overseen reviews of building plans,
calculations, and specifications for proposed structures; administered building and safety
code enforcement; and reviewed construction plans to ensure they meet building codes
and zoning regulations. Patrick also oversees inspectors monitoring construction sites to
determine whether structures and systems have been installed to meet all construction
codes and ordinances for public safety.
Relevant Project Experience
Building Official Services, Cities of Banning, Big Bear Lake, Highland, Loma Linda, March
JPA, and Rancho Mirage, CA. Building Official. Responsible for working directly with the
City Manager to plan, organize, direct, and administer the activities and operation of the
Building and Safety Department, including building inspections, inspection of construction,
and the general rehabilitation or repair of commercial, residential and industrial
properties. Oversee the review of building plans, calculations and specifications for
proposed structures. As the administrator of Building and Safety, approve all construction
plans to ensure they meet building codes and regulations. Inspect and monitor
construction sites to determine if structures and systems are installed to meet all
construction codes and ordinances for public safety. Supervise, train, and evaluate and;
monitor and coordinate work. Oversee staff engaged in the preparation and maintenance
of records of plans, inspection processes, letters and reports prepared or used in
connection with building inspections; respond to questions from property and building
owners; and interpret codes.
EDUCATION
University of Iowa, Iowa
City, IA
Bachelor and Science,
Structural Engineering
California State Polytechnic
University-Pomona
Master of Engineering
PROFESSIONAL
CERTIFICATIONS
California Professional
Engineer, CE#67960
Arizona Professional
Engineer, CE#50435
Colorado Professional
Engineer, CE#43704
Nevada Professional
Engineer, CE#20699
ICC Certified Building Official
ICC Certified Building Code
Official
ICC Building Plans Examiner
ICC Building Inspector
ICC Building Code Specialist
27 YEARS OF EXPERIENCE
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Eric Simonson, CBO
Project Manager
Eric Simonson has over 24 years of experience in the construction industry. He is a
seasoned Chief Building Official with extensive community development experience.
Eric values integrity, initiative, fiscal responsibility, focus and experience. As a Project
Manager, Eric organizes, schedules, and supervisees staff of plans examiners,
inspectors, permit technicians and administrative staff
Relevant Project Experience
Oversees Plan Review and/or Inspection for a number of local jurisdictions including:
Glenn County
Placer County
Sierra County
Lassen County
City of Ione
City of Bishop
Previous Project Experience
Construction Building Inspector, Building Services Manager, Placer County
Community Development Resource Agency. Major Functions: Management of the
Building Services Division programs and operations in both Auburn and Tahoe offices.
Daily oversight of the Building Services Division.
Development and implementation of the division’s work plan, goals, objectives,
policies, and procedures.
Prepares budget and controls expenditures.
Technical advisor to internal County staff, management, and external
organizations on building, fire, and code compliance policies
Develop and maintain workflow for plan check operations.
Residential and Commercial building inspection; train and mentor inspectors.
Appointment and development of personnel; provide and coordinate staff
training; conduct performance evaluations.
Serve as County liaison with other regulatory agencies, Special Districts, Fire
Departments, Sheriff Office.
Building Division Manager / Building Official, City of Reno, Nevada. Major Functions:
To provide support and assistance to the Community Development Director in
planning, organizing, coordinating and directing the functions of the City's Community
Development Department, in the administration and maintenance of the City's
General Plan, Zoning Ordinance and other development regulations; in overseeing the
issuance of all permits and approvals for private construction and land development;
and in serving as the City of Reno Building Official.
Prepares budget requests and controls expenditures.
Recommends fee schedule revisions. Responds to and analyzes housing safety
complaints.
Provides consultation to the City Manager and City Council on building and fire
inspection and code enforcement policies.
Serves as member of a variety of Boards and Committees.
EDUCATION
Aspire College,
Sacramento
PROFESSIONAL
CERTIFICATIONS
ICC Building Official #
5107388-CB
ICC Building Inspector #
5107388-B3
ICC Plans Examiner #
5107388-B5
ICC Certified
Journeyman Electrician
# 000-12-8337
Accessibility
Inspector/Plans
Examiner # 5107388-21
California General
Contractor License #
774476
24 YEARS OF EXPERIENCE
City of Richmond
City of Ojal
City of Anaheim
Town of San Anselmo
Various CSU Campuses
Chicken Ranch Casino Resort
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
11
Schiller Cassell, AIA, CASp
Plan Check Architect
Schiller Cassell has more than 40 years of architectural practice and project management
including successful delivery of building projects in California, New York, Singapore, and
Brunei. He has led staff and design teams from concept to completion using a
collaborative approach. He has also provided architectural and project management
services for multiple building types including commercial, industrial, residential, sports
and recreation, education, medical, government and bank offices, military, and
telecommunications. He has provided plan review, code analysis and staff management
for a local county jurisdiction and plan review for jurisdictions in central and southern
California.
Relevant Project Experience
PLAN CHECK
Plans Examiner for residential and commercial projects for multiple California
jurisdictions and climate zones including Tahoe (CZ16).
Supervising Building Inspector (Plan Review) for Placer County Community
Development Resource Agency (CDRA), Building Division, Placer County in Auburn.
Implemented new plan completeness process and submittal requirements to
improve plan review productivity
Provided accessibility consultation for architects in the County Facilities Division
Provided preliminary building and accessibility code analysis for major new projects
Conducted preliminary and final inspections for accessibility compliance (CBC
Chapter 11B)
As a consultant, provided Third-Party Plan Review (residential) for Placer County.
Conducted HERS diagnostic testing and field verification for residential and non-
residential buildings. Prepared residential energy compliance reports.
Completed site survey of existing facility for accessibility compliance.
Reviewed plans and jurisdiction comments for accessibility for alterations to a
historical hotel and multi-family residence.
Provided design, construction documents and construction observation for
accessibility for an existing transient lodging facility as requested by Placer County.
ARCHITECTURAL DESIGN
As a Senior Project Manager on a Department of Corrections and Rehabilitation
(CDCR) Program, led CDCR and consultant team to develop policy, design guidelines,
and master specifications for sustainable design, LEED silver certification and
commissioning for Department projects; led team of engineers in the completion of
site/design research resulting in survey reports, budgets, and schedules for new
infrastructure and housing at 11 correctional facilities.
EDUCATION
Master of Architecture
(Planning and
International
Development) University
of California, Berkeley,
CA
Bachelor of Architecture,
Pratt Institute, Brooklyn,
NY, Venice, Italy
PROFESSIONAL
CERTIFICATIONS
International Code
Council No. 1101313
ICC Building Plans
Examiner
Certified Access
Specialist No. CASp -577
Architect, California No.
C27683
40+ YEARS OF EXPERIENCE
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
12
Ted Beckwith, PE, SE
Plan Check Engineer
Mr. Ted Beckwith is a Willdan Engineering senior plans examiner with 37 years of
experience. Mr. Beckwith is experienced in reviewing complex plans for the construction
of K-12 public schools and community colleges and performing counter review of minor
projects.
Relevant Project Experience
California Division of the State Architect, Riverside, CA. Senior Structural Engineer
(Lead). Managed the daily operations of the Riverside Satellite office associated with the
San Diego Regional Office. Review complex plans for the construction of K-12 public
schools and community colleges. Perform counter review of minor projects. Review of
changes to approved plans in the form of addenda, revisions and change orders. Review
of deferred submittal documents including but not limited to fire sprinklers and curtain
wall glazing. Assist the design professionals in providing designs that are not only code -
compliant but economical. Work with architects, engineers, and school districts to obtain
compliance with the California Building Code especially during design development to
achieve better buildings.
Willdan, San Bernardino, CA. Supervising Plan Check Engineer. Managed the staff of plan
check engineers and developed staff and training programs. Worked in a fast paced
environment on plan review of many complex projects. Resolved issues with permit
applicants on code interpretation and application to their project with forward thinking.
Trained junior level staff in application of the adopted codes in review of plans.
Protectively worked with architects, engineers, contractors and owners to obtain
compliance with the adopted codes of the state and more than 20 Building Departments.
Prepared technical reports for the consideration of the local building official on matters
of interpretation and administrative modifications of the building codes. Proficient in Fire
Life Safety, Disabled Access, Structural, Energy Compliance, Electrical, Plumbing and
Mechanical review as well as Building Department Administration.
Scott Fazekas & Associates, Irvine, CA. Supervising Plan Check Engineer. Managed the
staff of plan check engineers. Worked in a fast-paced environment on plan review of
many complex projects. Prepared technical reports for the consideration of the local
building official on matters of interpretation and administrative modifications of the
building codes to effectively apply the code. Resolve issues with permit applicants on
code interpretation and application to their project. Protectively worked with architects,
engineers, contractors and owners to obtain compliance with the adopted codes of the
state and more than 20 Building Departments. Proficient in Fire Life Safety, Disabled
Access, Structural, Energy Compliance, Electrical, Plumbing and Mechanical review as
well as Building Department Administration.
EDUCATION
BS, Civil and Structural
Engineering, California
State University,
Fullerton, CA
Certificate in
Construction
Technology, Riverside
Community College,
Riverside, CA
PROFESSIONAL
CERTIFICATIONS
Civil Engineer, California
No. 48798
Structural Engineer,
California No. 4294
ICC Building Plans
Examiner
37 YEARS OF EXPERIENCE
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
13
Annette Chavez, CBO
Senior Plans Examiner
Annette Chavez currently works as a Senior Plans Examiner for Willdan Engineering. She
has 36 years of experience in the City/County Government Building Department industry.
Her responsibilities include reviewing and properly interpreting residential, multi-family,
commercial and industrial building plans for compliance with building, electrical,
mechanical, and plumbing codes, local ordinances, state statutes, and federal regulations,
applicable to building construction. She communicates directly with the public/permit
applicants, contractors/architects/engineers, and public officials to explain and administer
the various Building Codes in relation to the plans examination process and recommends
solutions for complying with adopted codes and ordinances. She fosters and contributes
to a work environment that supports and exhibits honesty, diversity, integrity, trust, and
respect.
Relevant Project Experience
PLAN CHECK
Plan check projects include university buildings, single and multi-family homes, industrial
buildings, commercial warehouses, restaurants, motels, solar plans, and numerous tenant
improvements.
Sample Jurisdictions:
Glenn County
Lassen County
Town of San Anselmo
Previous Project Experience
City of Novato, Marin County, CA. Chief Building Official. Planned, organized, and
directed the activities of the City Building Division including permit issuance, plan review,
and building inspection. Provided technical support to the Community Development
Director. Administered, interpreted, and enforced the provisions of the building code and
other municipal regulations. Worked to resolve significant and controversial issues. Built
and maintained a positive working relationship with co-workers, other City employees,
and the public using principles of good customer service.
Willdan Engineering, Building & Safety Division, Roseville/Redding, CA. Principal Project
Manager. Planned, organized and supervised the work of Building Inspectors, Plans
Examiners, Permit Technicians, and engineers that support the function of the Building
Inspection Department. Maintained liaisons with and effective communications with
Cities, Counties, Universities, contractors and other public members as it relates to plan
check, inspections, building codes and department functions according to contractual
agreement.
Glenn County, Willows, CA. Deputy Director, Planning & Public Works Agency/Chief
Building Official/Senior Building Inspector. Organized, managed, directed, and inspected
engineering activities, including capital improvement projects and program planning for
future Public Works projects. Responsible for directing, supervising, and coordinating all
operations of the building inspection, code enforcement program and the One-Stop
Permit Center. Engaged in plan checking, field inspection, code enforcement, and
coordinated joint inspections with other County departments.
EDUCATION
MS, Public
Administration,
National University
BA, Business
Administration,
National University
REGISTRATION
ICC Certifications No.
853536
ICC Building Official
ICC Plans Examiner
ICC Building Inspector
ICC Combination
Inspector
ICC Plumbing Inspector
ICC Electrical Inspector
ICC Mechanical
Inspector
ICC Building Code
Specialist
City of Rio Vista
City of Ione
City of Ojai
36 YEARS OF EXPERIENCE
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
14
Margo Markova, EIT
Plans Examiner I
Ms. Margo Markova is a Willdan Engineering plans examiner with 3 years of experience.
Ms. Markova’s experience includes plan review of numerous projects in compliance with
the California Building, Plumbing, Mechanical, Energy, Green Building and Electrical Codes.
Margo reviews solar plans submitted to our electronic plan review portal and is able to
complete the reviews within one – two days from date of submission.
Relevant Project Experience
Plan Check. Margo Markova’s experience includes plan review of numerous projects in
compliance with the California Building, Plumbing, Mechanical, and Electrical, Green
Building, and Energy Codes. Plan check projects include single and multi-family homes,
storage racks, solar plans.
EDUCATION
Saint Petersburg
State University of
Architecture and Civil
Engineering
BS in Civil Engineering
PROFESSIONAL
CERTIFICATIONS
EIT
3 YEARS OF EXPERIENCE
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
15
David Lackyard
Senior Building Inspector
David Lackyard has more than 19 years of experience in the construction and building
industry. He has extensive experience in inspection services and architectural plan review.
His inspection expertise includes complete fire-life safety building code enforcement,
model codes in plumbing, mechanical and electrical as well as the California Building
Standards, Title 24 Energy Standards, Accessibility, and ADA requirements. David also is
proficient in CAD drafting and design.
Relevant Project Experience
Willdan – Inspection Services
David Lackyard has provided building inspection services to various municipalities
including:
City of Brea
City of Highland
City of San Bernardino
March Joint Powers Authority
Morongo Band of Mission Indians
Willdan – Plan Review Services
David Lackyard provides building plan review services for a number of municipalities
including:
City of Moreno Valley
City of Norco
City of Fontana
City of San Bernardino
County of San Bernardino
City of Highland
City of San Luis Obispo
PROFESSIONAL
CERTIFICATIONS
ICC Commercial Building
Inspector
19 YEARS OF EXPERIENCE
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
16
Frank Smith
Senior Building Inspector
Frank Smith is a Senior Building Inspector for Willdan Engineering with 35 years of
experience. He is well versed with residential, commercial, and industrial plan reviews,
inspections, techniques, materials, and equipment employed in the building construction
trades.
Relevant Project Experience
Building Official:
City of Desert Hot Springs
City of Lompoc
City of Grover Beach
Building and Safety Manager:
City of National City
City of Hermosa Beach
Plans Examiner:
City of Santa Barbra
County of Santa Barbra
City of Palo Alto
City of Temecula
County of San Bernardino
City of Pismo Beach
Inspector:
University of Texas - Inspector of Record
City of Redondo Beach
City of Adelanto
City of Barstow
City of Santa Monica
County of Los Angeles
City of Lancaster
City of Apple Valley
City of Hesperia
EDUCATION
Aeronautical Science,
Oklahoma State University
Civil Engineering, Allen
Hancock University
PROFESSIONAL
CERTIFICATIONS
ICC Commercial Building
Inspector
ICC Plans Examiner
ICC Special Inspector
General Requirements
ICC Property Maintenance &
Housing Inspector
B5 Inspection Certification
(Residential & Commercial
Qualified)
Legacy B3 Plans Examiner
(Residential & Commercial
Qualified)
International Zoning
Inspector
NNASHI Member -
#NACHI23010334
35 YEARS OF EXPERIENCE
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
17
Truman P. Santella
Permit Technician
Truman Santella has more than 2 years of experience providing services to Northern
California jurisdictions, the CSU system and has assisted on Casino projects. In Truman’s
time with Willdan he has severed as an inspector, administrative assistant, construction
permit specialist and a labor compliance officer. Truman provides customer service to
our clients throughout the plan review process and assists with permit technician duties
from the office, serving as a permit technician would over the counter at a jurisdiction.
Truman Santella is familiar with a number of computer software programs as well as
permitting systems. He upholds company standards and timelines while setting healthy
expectations for Willdan’s clients.
Relevant Project Experience:
Truman currently works closely with the following California jurisdictions:
Town of San Anselmo
City of Ojai
City of Richmond
City of South Lake Tahoe
City of Thousand Oaks
City of Ione
EDUCATION
San Joaquin Delta
College, Associates
Degree
Arizona State University,
Bachelors in Art History
REGISTRATION
ICC Permit Technician
(pending)
ICC Building Inspector I
(pending)
2 YEARS OF EXPERIENCE
Glenn County
Sierra County
Inyo County
Lassen County
City of Rio Vista
City of Bishop
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
Qualifications for Plan Check
and Inspection Services
18
Project List
The table below highlights some of our Team’s recent California experience provided over the last five (5) years
similar in scope to the services being requested by the City.
Client Bu
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f
i
c
i
a
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Bu
i
l
d
i
n
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P
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a
n
R
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v
i
e
w
Bu
i
l
d
i
n
g
In
s
p
e
c
t
i
o
n
Pe
r
m
i
t
T
e
c
h
n
i
c
i
a
n
CA
S
p
City of Bellflower
City of Big Bear Lake
City of El Segundo
City of Fullerton
City of Hermosa Beach
City of La Puente
City of Long Beach
City of Buellton
City of Moreno Valley
City of Ontario
City of Ojai
City of Richmond
City of Rolling Hills
City of Salinas
City of San Bernardino
City of Bishop
City of Rio Vista
City of Sierra Madre
City of Ione
City of Tustin
County of Glenn
County of Lassen
Town of San Anselmo
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
Qualifications for Plan Check
and Inspection Services
19
References
Client Contact Dates Service Provided Budget and Schedule
Performance
Key Personnel
Involved
County of Glenn
225 N. Tehama Street
Willows, CA 95988
Dean Miller
Building Official
530.934.6546
2010 –
Present
Building Plan
Review
All projects
completed within the
timeline & within
budget.
Eric Simonson
Annette Chavez
Truman Santella
City of Richmond
450 Civic Center Plaza
Richmond, CA 94804
George Kabaivanov
Building Official
510.620.5519
2022 –
Present
Building Plan
Review
All projects
completed within the
timeline & within
budget.
Eric Simonson
Truman Santella
City of Rio Vista
One Main Street,
Rio Vista CA 94571
Krystine Ball
Public Works
Manager/Interim
Building Official
707.374.6447
2023 –
Present
On-call Building
Official, Building
Plan Review,
Inspection, Permit
Technician
All projects
completed within the
timeline & within
budget.
Eric Simonson
Schiller Cassel III
Truman Santella
County of Ojai
401 South Ventura Street
Ojai, CA 93023
Lucas Seibert
Community
Development
Director
805.646.5581
2023 –
Present
On-call Building
Official, Building
Plan Review,
Inspection, Permit
Technician
All projects
completed within the
timeline & within
budget.
Eric Simonson
Annette Chavez
Schiller Cassel lll
Truman Santella
Town of San Anselmo
525 San Anselmo Ave.
San Anselmo, CA 94960
Heidi Scoble
Community
Development
Director
415.258.4636
2022 –
Present
Building Plan
Review
All projects
completed within the
timeline & within
budget.
Eric Simonson
Annette Chavez
Schiller Cassel lll
Truman Santella
Sierra County
101 Courthouse Square
P.O. Box 530
Downieville, CA 95936
Brandon Pangman
Planning Director &
Building Official
530.289.3251
2023 -
Present
On-call Building
Official, Building
Plan Review,
Inspection, Permit
Technician
All projects
completed within the
timeline & within
budget.
Eric Simonson
Annette Chavez
Truman Santella
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
2240 Douglas Boulevard, Suite 270
Roseville, CA 95661
916.924.7000 | 800.390.3088 | Fax: 916.924.3644
www.willdan.com
DIRECT CONTACT:
Eric Simonson, CBO
Principal Project Manager
916.309.9573
esimonson@willdan.com
Docusign Envelope ID: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE
Certificate Of Completion
Envelope Id: A610BB59-5AEB-4D17-B7FF-3B9B48AF8EEE Status: Completed
Subject: DocuSign: PSA with Willdan Engineering for CBO Consultant Services
Source Envelope:
Document Pages: 40 Signatures: 5 Envelope Originator:
Certificate Pages: 5 Initials: 4 Ariel Gutierrez
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
111 Morphew St
San Rafael, CA 94901
Ariel.Gutierrez@cityofsanrafael.org
IP Address: 2001:5a8:46c6:5
Record Tracking
Status: Original
8/22/2025 3:05:54 PM
Holder: Ariel Gutierrez
Ariel.Gutierrez@cityofsanrafael.org
Location: DocuSign
Signer Events Signature Timestamp
Micah Hinkle
Micah.Hinkle@cityofsanrafael.org
Community & Econ Dev. Director
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address:
2600:1010:b046:4ecd:dcee:840:4b29:f319
Signed using mobile
Sent: 8/26/2025 5:10:05 PM
Viewed: 8/30/2025 7:09:00 AM
Signed: 8/30/2025 7:09:17 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Nataly Torres
Nataly.Torres@cityofsanrafael.org
Legal Assistant
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 8/30/2025 7:09:20 AM
Viewed: 9/2/2025 10:30:20 AM
Signed: 9/2/2025 10:30:38 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Van Bach
vanb@cityofsanrafael.org
Signing Group: Finance
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 8/30/2025 7:09:20 AM
Viewed: 9/2/2025 11:01:59 AM
Signed: 9/2/2025 11:02:33 AM
Electronic Record and Signature Disclosure:
Accepted: 9/2/2025 11:01:59 AM
ID: 70c54234-9c73-42a3-a4de-9497d22674b5
Vanessa Munoz
vmunoz@willdan.com
President
Willdan Engineering
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 137.83.248.28
Sent: 9/2/2025 11:02:36 AM
Resent: 9/2/2025 4:56:27 PM
Viewed: 9/2/2025 4:57:12 PM
Signed: 9/2/2025 4:57:30 PM
Electronic Record and Signature Disclosure:
Accepted: 9/2/2025 4:57:12 PM
ID: 2c3d9534-608d-4154-93c5-3405287b3462
Signer Events Signature Timestamp
Kate Nguyen
knguyen@willdan.com
Secretary
Kate Nguyễn
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 137.83.248.28
Sent: 9/2/2025 4:57:33 PM
Viewed: 9/2/2025 10:24:53 PM
Signed: 9/2/2025 10:25:29 PM
Electronic Record and Signature Disclosure:
Accepted: 9/2/2025 10:24:53 PM
ID: 80b7a7b8-b06a-4095-92dd-21a396617d97
Andrea Visveshwara
Andrea.Visveshwara@cityofsanrafael.org
Chief Assistant City Attorney
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 9/2/2025 10:25:32 PM
Viewed: 9/3/2025 7:50:20 AM
Signed: 9/3/2025 7:50:40 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Nataly Torres
Nataly.Torres@cityofsanrafael.org
Legal Assistant
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 9/2/2025 10:25:32 PM
Viewed: 9/4/2025 12:12:24 PM
Signed: 9/4/2025 12:12:43 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Cristine Alilovich
Cristine.Alilovich@cityofsanrafael.org
City Manager
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address:
2601:645:e82:6d80:d815:36f6:6a73:7142
Sent: 9/4/2025 12:12:47 PM
Viewed: 9/8/2025 8:09:17 PM
Signed: 9/8/2025 8:09:27 PM
Electronic Record and Signature Disclosure:
Accepted: 8/8/2025 5:50:59 PM
ID: 92734b64-c5dc-4308-af7f-b0f4b9ffd306
Lindsay Lara
Lindsay.Lara@cityofsanrafael.org
City Clerk
City of San Rafael
Signing Group: City Clerk
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 9/8/2025 8:09:30 PM
Viewed: 9/9/2025 11:02:32 AM
Signed: 9/9/2025 11:02:39 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Editor Delivery Events Status Timestamp
Nataly Torres
Nataly.Torres@cityofsanrafael.org
Legal Assistant
City of San Rafael
Security Level: Email, Account Authentication
(None)
Using IP Address: 199.88.113.8
Sent: 8/22/2025 3:32:38 PM
Viewed: 8/26/2025 3:02:18 PM
Completed: 8/26/2025 5:10:04 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 8/22/2025 3:32:38 PM
Envelope Updated Security Checked 8/26/2025 12:42:11 PM
Envelope Updated Security Checked 8/26/2025 5:10:04 PM
Envelope Updated Security Checked 8/26/2025 5:10:04 PM
Envelope Updated Security Checked 9/2/2025 4:56:26 PM
Envelope Updated Security Checked 9/2/2025 4:56:26 PM
Envelope Updated Security Checked 9/2/2025 4:56:26 PM
Envelope Updated Security Checked 9/2/2025 4:56:26 PM
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Certified Delivered Security Checked 9/9/2025 11:02:32 AM
Signing Complete Security Checked 9/9/2025 11:02:39 AM
Completed Security Checked 9/9/2025 11:02:39 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
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If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can
complete certain steps in transactions with you and delivering services to you because we will need first to send the
required notices or disclosures to you in paper format, and then wait until we receive back from you your
acknowledgment of your receipt of such paper notices or disclosures. Further, you will no longer be able to use the
DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from
us.
All notices and disclosures will be sent to you electronically
Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you
through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents
that are required to be provided or made available to you during the course of our relationship with you. To reduce the
chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and
disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the
disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with
this process, please let us know as described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures electronically from us.
How to contact City of San Rafael:
You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies
of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as
follows: To contact us by email send messages to: city.clerk@cityofsanrafael.org
To advise City of San Rafael of your new email address
To let us know of a change in your email address where we should send notices and disclosures electronically to you, you
must send an email message to us at city.clerk@cityofsanrafael.org and in the body of such request you must state: your
Electronic Record and Signature Disclosure created on: 5/22/2025 12:46:43 PM
Parties agreed to: Van Bach, Vanessa Munoz, Kate Nguyen, Cristine Alilovich
previous email address, your new email address. We do not require any other information from you to change your email
address.
If you created a DocuSign account, you may update it with your new email address through your account preferences.
To request paper copies from City of San Rafael
To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically,
you must send us an email to city.clerk@cityofsanrafael.org and in the body of such request you must state your email
address, full name, mailing address, and telephone number. We will bill you for any fees at that time, if any.
To withdraw your consent with City of San Rafael
To inform us that you no longer wish to receive future notices and disclosures in electronic format you may:
i. decline to sign a document from within your signing session, and on the subsequent page, select the check-box
indicating you wish to withdraw your consent, or you may;
ii. send us an email to city.clerk@cityofsanrafael.org and in the body of such request you must state your email, full name,
mailing address, and telephone number. We do not need any other information from you to withdraw consent.. The
consequences of your withdrawing consent for online documents will be that transactions may take a longer time to
process..
Required hardware and software
The minimum system requirements for using the DocuSign system may change over time. The current system
requirements are found here: https://support.docusign.com/guides/signer-guide-signing-system-requirements.
Acknowledging your access and consent to receive and sign documents electronically
To confirm to us that you can access this information electronically, which will be similar to other electronic notices and
disclosures that we will provide to you, please confirm that you have read this ERSD, and (i) that you are able to print on
paper or electronically save this ERSD for your future reference and access; or (ii) that you are able to email this ERSD to
an email address where you will be able to print on paper or save it for your future reference and access. Further, if you
consent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check-
box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.
By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm that:
You can access and read this Electronic Record and Signature Disclosure; and
You can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and
Disclosure to a location where you can print it, for future reference and access; and
Until or unless you notify City of San Rafael as described above, you consent to receive exclusively through
electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required
to be provided or made available to you by City of San Rafael during the course of your relationship with City of
San Rafael.