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HomeMy WebLinkAboutC2022-071 - Shums Coda et al1 Contract No. 2022-071 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND SHUMS CODA ASSOCIATES, INC. AND N SHEA GROUP, LLC THIS PROFESSIONAL SERVICES AGREEMENT (this “Agreement”) is entered upon execution between the Town of Fountain Hills, an Arizona municipal corporation (the “Town”) and Shums Coda Associates, Inc., a(n) California corporation (the “Consultant”) and N-Shea Group, LLC, an Arizona limited liability company (the “Developer”). RECITALS A. The Town issued a Request for Qualifications, RFQ No. 2021-RFQ-008 (the “RFQ”), a copy of which is on file with the Town and incorporated herein by reference, seeking proposals from vendors interested in providing professional services consisting of Plan Review and Building Inspection Service (the “Services”). B. The Vendor responded to the RFQ by submitting a statement of qualifications (the “Proposal”), attached hereto as Exhibit A and incorporated herein by reference. C. The Town desires to engage the Consultant to provide Plan Review and Building Inspection Services (the “Services”). D. The Town desires to enter into an Agreement with the Consultant to perform the Services, more particularly set forth in Section 2 below. AGREEMENT NOW, THEREFORE, in consideration of the foregoing introduction and recitals, which are incorporated herein by reference, the following mutual covenants and conditions, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Town and the Consultant hereby agree as follows: 1. Term of Agreement. This Agreement shall be effective upon execution and shall remain in full force and effect until April 1, 2023 (the “Initial Term”), unless terminated as otherwise provided in this Agreement. 2. Scope of Work. This is an indefinite quantity and indefinite delivery Agreement for Services (attached hereto as Exhibit B) as previously set forth herein. Services shall only be provided when the Town identifies a need and proper authorization and documentation have been approved. For project(s) determined by the Town to be appropriate for this Agreement, the Consultant shall provide the Services to the Town on an as-required basis relating to the specific 2 Services as may be agreed upon between the parties in writing, in the form of a written acknowledgment between the parties describing the Services to be provided (each, a “Work Order”). Each Work Order issued for Services pursuant to this Agreement shall be (i) in the form provided and approved by the Town for the Services, (ii) contain a reference to this Agreement and (iii) be attached to hereto as Exhibit D and incorporated herein by reference. By signing this Agreement, Consultant acknowledges and agrees that Work Order(s) containing unauthorized exceptions, conditions, limitations, or provisions in conflict with the terms of this Agreement, other than Town's project-specific requirements, are hereby expressly declared void and shall be of no force and effect. The Town does not guarantee any minimum or maximum amount of Services will be requested under this Agreement. 3. Compensation for Park Place II and III. The Town Manager shall calculate the current building permit fee and the percent of the fee associated with the Town’s direct costs associated with the Town’s scope of work for fire safety and planning and zoning as stated in Section 6.2 D of the Development Agreement. Prior to issuance of the building permit, the Developer shall pay the Town their fee as calculated above for the Town’s scope of work. All direct costs for plan review and inspections billed for plan review an inspections by the Consultant shall be paid to the Town by the Developer. Developer shall be responsible for 100% of the cost of Consultant plan review and inspection services. All fees from the Fountain Hills Sanitary district and Epcor will be billed to and paid directly by the Developer. Should the total cost of the Consultant’s services be less than the building permit fee, the additional funds will be returned to the Developer. Should the costs exceed the funds provided through the building permit fee, the Developer shall pay the additional amount. 4. Payments. Consultant billing amounts shall be based on the fee schedule in Exhibit C. The Town shall pay the Consultant monthly (and the Consultant shall invoice the Town monthly), based upon work performed and completed to date, and upon submission and approval of invoices. All invoices shall document and itemize all work completed to date. Each invoice statement shall include a record of time expended and work performed in sufficient detail to justify payment. This Agreement must be referenced on all invoices. Developer payments to the Town shall consist of the following: 4.1 Developer to pay 40% of the calculated building permit fee amount within two weeks of plan submittal. Balance of final building permit fee to be paid at permit issuance. 4.2 Payment for Town’s scope of work for planning and zoning plan review and inspections to be paid prior to issuance of the building permit. 4.3 Payment for Town’s scope of work for fire safety plan review to be paid prior to issuance of building permit. 4.4 Payment for Town’s scope of work for fire safety inspections to be paid prior to issuance of a certificate of occupancy for each phase. 5. Documents. All documents, including any intellectual property rights thereto, prepared and submitted to the Town pursuant to this Agreement shall be the property of the Town. 6. Consultant Personnel. Consultant shall provide adequate, experienced personnel, capable of and devoted to the successful performance of the Services under this Agreement. Consultant agrees to assign specific individuals to key positions. If deemed qualified, the Consultant is encouraged to hire Town residents to fill vacant positions at all levels. Consultant agrees that, upon commencement of the Services to be performed under this Agreement, key personnel shall not be removed or replaced without prior written notice to the Town. If key personnel are not 3 available to perform the Services for a continuous period exceeding 30 calendar days, or are expected to devote substantially less effort to the Services than initially anticipated, Consultant shall immediately notify the Town of same and shall, subject to the concurrence of the Town, replace such personnel with personnel possessing substantially equal ability and qualifications. 6.1 Developer may contact Consultant personnel working on the Project as needed to clarify and address plan review and inspection comments. 7. Inspection; Acceptance. Town shall have oversight of Consultant’s performance to ensure compliance with all applicable codes and project specifications as adopted by the Town of Fountain Hills. The Consultant shall provide and maintain a self-inspection system that is acceptable to the Town. 8.Licenses; Materials. Consultant shall maintain in current status all federal, state and local licenses and permits required for the operation of the business conducted by the Vendor. The Town has no obligation to provide Consultant, its employees or subcontractors any business registrations or licenses required to perform the specific services set forth in this Agreement. The Town has no obligation to provide tools, equipment or material to Consultant. 9.Performance Warranty. Consultant warrants that the Services rendered will conform to the requirements of this Agreement and with the care and skill ordinarily used by members of the same profession practicing under similar circumstances at the same time and in the same locality. 10.Indemnification. To the fullest extent permitted by law, the Consultant shall indemnify, defend and hold harmless the Town and each council member, officer, employee or agent thereof (the Town and any such person being herein, including the Developer, called an “Indemnified Party”), for, from and against any and all losses, claims, damages, liabilities, costs and expenses (including, but not limited to, reasonable attorneys’ fees, court costs and the costs of appellate proceedings) to which any such Indemnified Party may become subject, under any theory of liability whatsoever (“Claims”), insofar as such Claims (or actions in respect thereof) relate to, arise out of, or are caused by or based upon the negligent acts, intentional misconduct, errors, mistakes or omissions, breach of contract, in connection with the work or services of the Consultant, its officers, employees, agents, or any tier of subcontractor in the performance of this Agreement. The amount and type of insurance coverage requirements set forth below will in no way be construed as limiting the scope of the indemnity in this Section. 4 11.Insurance. 11.1 General. A.Insurer Qualifications. Without limiting any obligations or liabilities of Consultant, Consultant shall purchase and maintain, at its own expense, hereinafter stipulated minimum insurance with insurance companies authorized to do business in the State of Arizona pursuant to ARIZ. REV. STAT. § 20-206, as amended, with an AM Best, Inc. rating of A- or above with policies and forms satisfactory to the Town. Failure to maintain insurance as specified herein may result in termination of this Agreement at the Town’s option. B.No Representation of Coverage Adequacy. By requiring insurance herein, the Town does not represent that coverage and limits will be adequate to protect Consultant. The Town reserves the right to review any and all of the insurance policies and/or endorsements cited in this Agreement but has no obligation to do so. Failure to demand such evidence of full compliance with the insurance requirements set forth in this Agreement or failure to identify any insurance deficiency shall not relieve Consultant from, nor be construed or deemed a waiver of, its obligation to maintain the required insurance at all times during the performance of this Agreement. 5 C.Additional Insured. All insurance coverage, except Workers’ Compensation insurance and Professional Liability insurance, if applicable, shall name, to the fullest extent permitted by law for claims arising out of the performance of this Agreement, the Town, its agents, representatives, officers, directors, officials and employees as Additional Insured as specified under the respective coverage sections of this Agreement. D.Coverage Term. All insurance required herein shall be maintained in full force and effect until all work or services required to be performed under the terms of this Agreement are satisfactorily performed, completed and formally accepted by the Town, unless specified otherwise in this Agreement. E.Primary Insurance. Consultant’s insurance shall be primary insurance with respect to performance of this Agreement and in the protection of the Town as an Additional Insured. F.Claims Made. In the event any insurance policies required by this Agreement are written on a “claims made” basis, coverage shall extend, either by keeping coverage in force or purchasing an extended reporting option, for three years past completion and acceptance of the services. Such continuing coverage shall be evidenced by submission of annual Certificates of Insurance citing applicable coverage is in force and contains the provisions as required herein for the three-year period. G.Waiver. All policies, except for Professional Liability, including Workers’ Compensation insurance, shall contain a waiver of rights of recovery (subrogation) against the Town, its agents, representatives, officials, officers and employees for any claims arising out of the work or services of Consultant. Consultant shall arrange to have such subrogation waivers incorporated into each policy via formal written endorsement thereto. H.Policy Deductibles and/or Self-Insured Retentions. The policies set forth in these requirements may provide coverage that contains deductibles or self-insured retention amounts. Such deductibles or self-insured retention shall not be applicable with respect to the policy limits provided to the Town. Consultant shall be solely responsible for any such deductible or self-insured retention amount. I.Use of Subcontractors. If any work under this Agreement is subcontracted in any way, Consultant shall execute written agreements with its subcontractors containing the indemnification provisions set forth in this Agreement and insurance requirements set forth herein protecting the Town and Consultant. Consultant shall be responsible for executing any agreements with its subcontractors and obtaining certificates of insurance verifying the insurance requirements. J.Evidence of Insurance. Prior to commencing any work or services under this Agreement, Consultant will provide the Town with suitable evidence of insurance in the form of certificates of insurance and a copy of the declaration page(s) of 6 the insurance policies as required by this Agreement, issued by Consultant’s insurance insurer(s) as evidence that policies are placed with acceptable insurers as specified herein and provide the required coverages, conditions and limits of coverage specified in this Agreement and that such coverage and provisions are in full force and effect. Confidential information such as the policy premium may be redacted from the declaration page(s) of each insurance policy, provided that such redactions do not alter any of the information required by this Agreement. The Town shall reasonably rely upon the certificates of insurance and declaration page(s) of the insurance policies as evidence of coverage but such acceptance and reliance shall not waive or alter in any way the insurance requirements or obligations of this Agreement. If any of the policies required by this Agreement expire during the life of this Agreement, it shall be Consultant’s responsibility to forward renewal certificates and declaration page(s) to the Town 30 days prior to the expiration date. All certificates of insurance and declarations required by this Agreement shall be identified by referencing the RFP number and title or this Agreement. A $25.00 administrative fee shall be assessed for all certificates or declarations received without the appropriate RFP number and title or a reference to this Agreement, as applicable. Additionally, certificates of insurance and declaration page(s) of the insurance policies submitted without referencing the appropriate RFP number and title or a reference to this Agreement, as applicable, will be subject to rejection and may be returned or discarded. Certificates of insurance and declaration page(s) shall specifically include the following provisions: (1)The Town, its agents, representatives, officers, directors, officials and employees are Additional Insureds as follows: (a) Commercial General Liability – Under Insurance Services Office, Inc., (“ISO”) Form CG 20 10 03 97 or equivalent. (b)Auto Liability – Under ISO Form CA 20 48 or equivalent. (c) Excess Liability – Follow Form to underlying insurance. (2)Consultant’s insurance shall be primary insurance with respect to performance of this Agreement. (3)All policies, except for Professional Liability, including Workers’ Compensation, waive rights of recovery (subrogation) against Town, its agents, representatives, officers, officials and employees for any claims arising out of work or services performed by Consultant under this Agreement. (4)ACORD certificate of insurance form 25 (2014/01) is preferred. If ACORD certificate of insurance form 25 (2001/08) is used, the phrases in the cancellation provision “endeavor to” and “but failure to mail such notice shall impose no obligation or liability of any kind upon the company, its 7 agents or representatives” shall be deleted. Certificate forms other than ACORD form shall have similar restrictive language deleted. 11.2 Required Insurance Coverage. A. Commercial General Liability. Consultant shall maintain “occurrence” form Commercial General Liability insurance with an unimpaired limit of not less than $1,000,000 for each occurrence, $2,000,000 Products and Completed Operations Annual Aggregate and a $2,000,000 General Aggregate Limit. The policy shall cover liability arising from premises, operations, independent contractors, products- completed operations, personal injury and advertising injury. Coverage under the policy will be at least as broad as ISO policy form CG 00 010 93 or equivalent thereof, including but not limited to, separation of insured’s clause. To the fullest extent allowed by law, for claims arising out of the performance of this Agreement, the Town, its agents, representatives, officers, officials and employees shall be cited as an Additional Insured under ISO, Commercial General Liability Additional Insured Endorsement form CG 20 10 03 97, or equivalent, which shall read “Who is an Insured (Section II) is amended to include as an insured the person or organization shown in the Schedule, but only with respect to liability arising out of “your work” for that insured by or for you.” If any Excess insurance is utilized to fulfill the requirements of this subsection, such Excess insurance shall be “follow form” equal or broader in coverage scope than underlying insurance. B. Vehicle Liability. Consultant shall maintain Business Automobile Liability insurance with a limit of $1,000,000 each occurrence on Consultant’s owned, hired and non-owned vehicles assigned to or used in the performance of the Vendor’s work or services under this Agreement. Coverage will be at least as broad as ISO coverage code “1” “any auto” policy form CA 00 01 12 93 or equivalent thereof. To the fullest extent allowed by law, for claims arising out of the performance of this Agreement, the Town, its agents, representatives, officers, directors, officials and employees shall be cited as an Additional Insured under ISO Business Auto policy Designated Insured Endorsement form CA 20 48 or equivalent. If any Excess insurance is utilized to fulfill the requirements of this subsection, such Excess insurance shall be “follow form” equal or broader in coverage scope than underlying insurance. C. Professional Liability. If this Agreement is the subject of any professional services or work, or if the Consultant engages in any professional services or work in any way related to performing the work under this Agreement, the Consultant shall maintain Professional Liability insurance covering negligent errors and omissions arising out of the Services performed by the Consultant, or anyone employed by the Consultant, or anyone for whose negligent acts, mistakes, errors and omissions the Consultant is legally liable, with an unimpaired liability insurance limit of $2,000,000 each claim and $2,000,000 annual aggregate. D. Workers’ Compensation Insurance. Consultant shall maintain Workers’ Compensation insurance to cover obligations imposed by federal and state statutes having jurisdiction over Consultant’s employees engaged in the performance of 8 work or services under this Agreement and shall also maintain Employers Liability Insurance of not less than $500,000 for each accident, $500,000 disease for each employee and $1,000,000 disease policy limit. 11.3 Cancellation and Expiration Notice. Insurance required herein shall not expire, be canceled, or be materially changed without 30 days’ prior written notice to the Town. 12. Termination; Cancellation. 12.1 For Town’s Convenience. This Agreement is for the convenience of the Town and, as such, may be terminated with cause after receipt by Consultant of written notice by the Town. Upon termination for convenience, Consultant shall be paid for all undisputed services performed to the termination date. 12.2 For Cause. If either party fails to perform any obligation pursuant to this Agreement and such party fails to cure its nonperformance within 30 days after notice of nonperformance is given by the non-defaulting party, such party will be in default. In the event of such default, the non-defaulting party may terminate this Agreement immediately for cause and will have all remedies that are available to it at law or in equity including, without limitation, the remedy of specific performance. If the nature of the defaulting party’s nonperformance is such that it cannot reasonably be cured within 30 days, then the defaulting party will have such additional periods of time as may be reasonably necessary under the circumstances, provided the defaulting party immediately (A) provides written notice to the non-defaulting party and (B) commences to cure its nonperformance and thereafter diligently continues to completion the cure of its nonperformance. In no event shall any such cure period exceed 90 days. In the event of such termination for cause, payment shall be made by the Town to the Consultant for the undisputed portion of its fee due as of the termination date. 12.3 Due to Work Stoppage. This Agreement may be terminated by the Town upon 30 days’ written notice to Consultant in the event that the Services are permanently abandoned. In the event of such termination due to work stoppage, payment shall be made by the Town to the Consultant for the undisputed portion of its fee due as of the termination date. 12.4 Conflict of Interest. This Agreement is subject to the provisions of ARIZ. REV. STAT. § 38-511. The Town may cancel this Agreement without penalty or further obligations by the Town or any of its departments or agencies if any person significantly involved in initiating, negotiating, securing, drafting or creating this Agreement on behalf of the Town or any of its departments or agencies is, at any time while this Agreement or any extension of this Agreement is in effect, an employee of any other party to this Agreement in any capacity or a Consultant to any other party of this Agreement with respect to the subject matter of this Agreement. 12.5 Gratuities. The Town may, by written notice to the Consultant, cancel this Agreement if it is found by the Town that gratuities, in the form of economic opportunity, future employment, entertainment, gifts or otherwise, were offered or given by the Consultant or any agent or representative of the Vendor to any officer, agent or employee of the Town for the purpose of securing this Agreement. In the event this Agreement is canceled by the Town pursuant to this 9 provision, the Town shall be entitled, in addition to any other rights and remedies, to recover and withhold from the Vendor an amount equal to 150% of the gratuity. 12.6 Agreement Subject to Appropriation. This Agreement is subject to the provisions of ARIZ. CONST. ART. IX, § 5 and ARIZ. REV. STAT. § 42-17106. The provisions of this Agreement for payment of funds by the Town shall be effective when funds are appropriated for purposes of this Agreement and are actually available for payment. The Town shall be the sole judge and authority in determining the availability of funds under this Agreement and the Town shall keep the Consultant fully informed as to the availability of funds for this Agreement. The obligation of the Town to make any payment pursuant to this Agreement is a current expense of the Town, payable exclusively from such annual appropriations, and is not a general obligation or indebtedness of the Town. If the Town Council fails to appropriate money sufficient to pay the amounts as set forth in this Agreement during any immediately succeeding fiscal year, this Agreement shall terminate at the end of then-current fiscal year and the Town and the Consultant shall be relieved of any subsequent obligation under this Agreement. 13. Miscellaneous. 13.1 Independent Contractor. It is clearly understood that each party will act in its individual capacity and not as an agent, employee, partner, joint venturer, or associate of the other. An employee or agent of one party shall not be deemed or construed to be the employee or agent of the other for any purpose whatsoever. The Consultant acknowledges and agrees that the Services provided under this Agreement are being provided as an independent contractor, not as an employee or agent of the Town. Consultant, its employees and subcontractors are not entitled to workers’ compensation benefits from the Town. The Town does not have the authority to supervise or control the actual work of Vendor, its employees or subcontractors. The Consultant, and not the Town, shall determine the time of its performance of the services provided under this Agreement so long as Consultant meets the requirements as agreed in Section 2 above and in Exhibit A. Consultant is neither prohibited from entering into other contracts nor prohibited from practicing its profession elsewhere. Town and Consultant do not intend to nor will they combine business operations under this Agreement. 13.2 Applicable Law; Venue. This Agreement shall be governed by the laws of the State of Arizona and suit pertaining to this Agreement may be brought only in courts in Maricopa County, Arizona. 13.3 Laws and Regulations. Consultant shall keep fully informed and shall at all times during the performance of its duties under this Agreement ensure that it and any person for whom the Consultant is responsible abides by, and remains in compliance with, all rules, regulations, ordinances, statutes or laws affecting the Services, including, but not limited to, the following: (A) existing and future Town and County ordinances and regulations; (B) existing and future State and Federal laws; and (C) existing and future Occupational Safety and Health Administration standards. 10 13.4 Amendments. This Agreement may be modified only by a written amendment signed by persons duly authorized to enter into contracts on behalf of the Town and the Consultant. 13.5 Provisions Required by Law. Each and every provision of law and any clause required by law to be in this Agreement will be read and enforced as though it were included herein and, if through mistake or otherwise any such provision is not inserted, or is not correctly inserted, then upon the application of either party, this Agreement will promptly be physically amended to make such insertion or correction. 13.6 Severability. The provisions of this Agreement are severable to the extent that any provision or application held to be invalid by a Court of competent jurisdiction shall not affect any other provision or application of this Agreement which may remain in effect without the invalid provision or application. 13.7 Entire Agreement; Interpretation; Parol Evidence. This Agreement represents the entire agreement of the parties with respect to its subject matter, and all previous agreements, whether oral or written, entered into prior to this Agreement are hereby revoked and superseded by this Agreement. No representations, warranties, inducements or oral agreements have been made by any of the parties except as expressly set forth herein, or in any other contemporaneous written agreement executed for the purposes of carrying out the provisions of this Agreement. This Agreement shall be construed and interpreted according to its plain meaning, and no presumption shall be deemed to apply in favor of, or against the party drafting this Agreement. The parties acknowledge and agree that each has had the opportunity to seek and utilize legal counsel in the drafting of, review of, and entry into this Agreement. 13.8 Assignment; Delegation. No right or interest in this Agreement shall be assigned or delegated by Consultant without prior, written permission of the Town, signed by the Town Manager. Any attempted assignment or delegation by Consultant in violation of this provision shall be a breach of this Agreement by Consultant. 13.9 Subcontracts. No subcontract shall be entered into by the Consultant with any other party to furnish any of the material or services specified herein without the prior written approval of the Town. The Consultant is responsible for performance under this Agreement whether or not subcontractors are used. Failure to pay subcontractors in a timely manner pursuant to any subcontract shall be a material breach of this Agreement by Consultant. 13.10 Rights and Remedies. No provision in this Agreement shall be construed, expressly or by implication, as waiver by the Town of any existing or future right and/or remedy available by law in the event of any claim of default or breach of this Agreement. The failure of the Town to insist upon the strict performance of any term or condition of this Agreement or to exercise or delay the exercise of any right or remedy provided in this Agreement, or by law, or the Town’s acceptance of and payment for services, shall not release the Consultant from any responsibilities or obligations imposed by this Agreement or by law, and shall not be deemed a waiver of any right of the Town to insist upon the strict performance of this Agreement. 11 13.11 Attorneys’ Fees. In the event either party brings any action for any relief, declaratory or otherwise, arising out of this Agreement or on account of any breach or default hereof, the prevailing party shall be entitled to receive from the other party reasonable attorneys’ fees and reasonable costs and expenses, determined by the court sitting without a jury, which shall be deemed to have accrued on the commencement of such action and shall be enforced whether or not such action is prosecuted through judgment. 13.12 Liens. All materials or services shall be free of all liens and, if the Town requests, a formal release of all liens shall be delivered to the Town. 13.13 Offset. A. Offset for Damages. In addition to all other remedies at law or equity, the Town may offset from any money due to the Consultant any amounts Consultant owes to the Town for damages resulting from breach or deficiencies in performance or breach of any obligation under this Agreement. B. Offset for Delinquent Fees or Taxes. The Town may offset from any money due to the Consultant any amounts Consultant owes to the Town for delinquent fees, transaction privilege taxes and property taxes, including any interest or penalties. 13.14 Notices and Requests. Any notice or other communication required or permitted to be given under this Agreement shall be in writing and shall be deemed to have been duly given if (A) delivered to the party at the address set forth below, (B) deposited in the U.S. Mail, registered or certified, return receipt requested, to the address set forth below or (C) given to a recognized and reputable overnight delivery service, to the address set forth below: If to the Town: Town of Fountain Hills 16705 East Avenue of the Fountains Fountain Hills, Az. 85268 Attn: Grady E. Miller, Town Manager With copy to: Town of Fountain Hills 16705 East Avenue of the Fountains Fountain Hills, Az. 85268 Attn: Aaron D. Arnson, Town Attorney If to Consultant: Shums Coda Associates, Inc. 5776 Stoneridge Mall Rd., Suite 150 Pleasanton, Ca. 94588 Attn: Christine Godinez If to Developer: N-Shea Group, LLC 14555 N. Scottsdale Rd., Suite 240 Scottsdale, Az. 85254 12 Attn: Bart M. Shea or at such other address, and to the attention of such other person or officer, as any party may designate in writing by notice duly given pursuant to this subsection. Notices shall be deemed received (A) when delivered to the party, (B) three business days after being placed in the U.S. Mail, properly addressed, with sufficient postage or (C) the following business day after being given to a recognized overnight delivery service, with the person giving the notice paying all required charges and instructing the delivery service to deliver on the following business day. If a copy of a notice is also given to a party’s counsel or other recipient, the provisions above governing the date on which a notice is deemed to have been received by a party shall mean and refer to the date on which the party, and not its counsel or other recipient to which a copy of the notice may be sent, is deemed to have received the notice. 13.15 Confidentiality of Records. The Consultant shall establish and maintain procedures and controls that are acceptable to the Town for the purpose of ensuring that information contained in its records or obtained from the Town or from others in carrying out its obligations under this Agreement shall not be used or disclosed by it, its agents, officers, or employees, except as required to perform Vendor’s duties under this Agreement. Persons requesting such information should be referred to the Town. Consultant also agrees that any information pertaining to individual persons shall not be divulged other than to employees or officers of Consultant as needed for the performance of duties under this Agreement. 13.16 Records and Audit Rights. To ensure that the Consultant and its subcontractors are complying with the warranty under subsection 13.17 below, Vendor’s and its subcontractor’s books, records, correspondence, accounting procedures and practices, and any other supporting evidence relating to this Agreement, including the papers of any Consultant and its subcontractors’ employees who perform any work or services pursuant to this Agreement (all of the foregoing hereinafter referred to as “Records”), shall be open to inspection and subject to audit and/or reproduction during normal working hours by the Town, to the extent necessary to adequately permit (A) evaluation and verification of any invoices, payments or claims based on Consultant’s and its subcontractors’ actual costs (including direct and indirect costs and overhead allocations) incurred, or units expended directly in the performance of work under this Agreement and (B) evaluation of the Consultant’s and its subcontractors’ compliance with the Arizona employer sanctions laws referenced in subsection 13.17 below. To the extent necessary for the Town to audit Records as set forth in this subsection, Consultant and its subcontractors hereby waive any rights to keep such Records confidential. For the purpose of evaluating or verifying such actual or claimed costs or units expended, the Town shall have access to said Records, even if located at its subcontractors’ facilities, from the effective date of this Agreement for the duration of the work and until three years after the date of final payment by the Town to Vendor pursuant to this Agreement. Consultant and its subcontractors shall provide the Town with adequate and appropriate workspace so that the Town can conduct audits in compliance with the provisions of this subsection. The Town shall give Consultant or its subcontractors reasonable advance notice of intended audits. Consultant shall require its subcontractors to comply with the provisions of this subsection by insertion of the requirements hereof in any subcontract pursuant to this Agreement. 13 13.17 E-verify Requirements. To the extent applicable under ARIZ. REV. STAT. § 41-4401, the Consultant and its subcontractors warrant compliance with all federal immigration laws and regulations that relate to their employees and their compliance with the E-verify requirements under ARIZ. REV. STAT. § 23-214(A). Consultant’s or its subcontractors’ failure to comply with such warranty shall be deemed a material breach of this Agreement and may result in the termination of this Agreement by the Town. 13.18 Israel. Consultant certifies that it is not currently engaged in, and agrees for the duration of this Agreement that it will not engage in a “boycott,” as that term is defined in ARIZ. REV. STAT. § 35-393, of Israel. 13.19 Conflicting Terms. In the event of any inconsistency, conflict or ambiguity among the terms of this Agreement, the Proposal, any Town-approved invoices, and the RFP, the documents shall govern in the order listed herein. 13.20 Non-Exclusive Contract. This Agreement is entered into with the understanding and agreement that it is for the sole convenience of the Town. The Town reserves the right to obtain like goods and services from another source when necessary. [SIGNATURES ON FOLLOWING PAGES] IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date and year first set forth above. “Town” TOWN OF FOUNTAIN HILLS, an Arizona municipal corporation Grady E. Miller, Town Manager ATTEST: Elizabeth A. Klein, Town Clerk APPROVED AS TO FORM: Aaron D. Arnson, Town Attorney [SIGNATURES CONTINUE ON FOLLOWING PAGES] Aaron Arnson (May 24, 2022 08:44 PDT) Elizabeth Klein (May 24, 2022 13:56 PDT) “Contractor” , By: Name: Title: “Developer”, Agrees to Section 2, “Scope of Work”, Section 3, “Compensation”, Section 4, “Payments”, Section 7, “Inspection; Acceptance”, Section 10, “Indemnification”, Section 12.1, “For Town’s Convenience”, above, and Exhibit B, “Scope of Work”, and Exhibit C, “Fee Schedule” , By: Name: Title: Bart M Shea (May 23, 2022 15:21 PDT) Bart M Shea Member N- Shea Group Bart M Shea Christine Godinez Chief Operating Officer Shums Coda Associates, Inc. EXHIBIT A TO PROFESSIONAL SERVICES AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND SHUMS CODA ASSOCIATES, INC. [Consultant’s Proposal] See following pages. Town of Fountain Hills Admin-Procurement Robert Durham, Procurement Officer 16705 E. Avenue of the Fountains, Fountain Hills, AZ 85268 PROPOSAL DOCUMENT REPORT RFQ No. 2021-RFQ-008 Plan Check/Building Inspection Services RESPONSE DEADLINE: January 25, 2022 at 5:00 pm Report Generated: Wednesday, February 16, 2022 Shums Coda Associates Proposal CONTACT INFORMATION Company: Shums Coda Associates Email: marketing@shumscoda.com Contact: Christine Godinez Address: 5776 Stoneridge Mall Road, Suite 150 Pleasanton, CA 94588 Phone: N/A Website: www.shumscoda.com Submission Date: Jan 25, 2022 1:43 PM PROPOSAL DOCUMENT REPORT RFQ No. 2021-RFQ-008 Plan Check/Building Inspection Services PROPOSAL DOCUMENT REPORT Request for Qualifications - Plan Check/Building Inspection Services Page 2 ADDENDA CONFIRMATION No addenda issued QUESTIONNAIRE 1. Certification By confirming questions under this section, the Vendor certifies: NO COLLUSION* The submission of the SOQ did not involve collusion or other anti-competitive practices. Confirmed NO DISCRIMINATION* It shall not discriminate against any employee or applicant for employment in violation of Federal Executive Order 11246. Confirmed NO GRATUITY* It has not given, offered to give, nor intends to give at any time hereafter, any economic opportunity, future employment, gi ft, loan, gratuity, special discount, trip favor or service to a Town employee, officer or agent in connection with the submitted SOQ. It (including the Vendor’s employees, representatives, agents, lobbyists, attorneys, and subcontractors) has refrained, under penalty of disqualification, from direct or indirect contact for the purpose of influencing the selection or creating bias in the selection process with any person who may play a part in the selection process, including the Selection Committee, elected officials, the Town Manager, Department Heads, and other Town staff unless such person is designated as a Town Representative. All contact must be addressed to the Town’s Procurement Agent, except for questions submitted as set forth in RFQ Submission Process section Inquiries. Any attempt to influence the selection process by any means shall void the submitted Proposal and any resulting Agreement. PROPOSAL DOCUMENT REPORT RFQ No. 2021-RFQ-008 Plan Check/Building Inspection Services PROPOSAL DOCUMENT REPORT Request for Qualifications - Plan Check/Building Inspection Services Page 3 Confirmed FINANCIAL STABILITY* It is financially stable, solvent and has adequate cash reserves to meet all financial obligations including any potential costs resulting from an award of the Agreement. Confirmed NO SIGNATURE/FALSE OR MISLEADING STATEMENT* The signature on the cover letter of the SOQ and the Vendor Information Form is genuine and the person signing has the authority to bind the Vendor. Failure to sign the SOQ and the Vendor Information Form, or signing either with a false or misleading statement, shall void the submitted SOQ and any resulting Agreement. Confirmed PROFESSIONAL SERVICES AGREEMENT* In addition to reviewing and understanding the submittal requirements, it has reviewed the attached sample Professional Services Agreement including the Scope of Work and other Exhibits. Confirmed REFERENCE CHECKS* References will be checked, and it is Vendor’s responsibility to ensure that all information is accurate and current. Vendor authorizes the Town’s representative to verify all information from these references and releases all those concerned from any liability in connection with the information they provide. Inability of the Town to verify references shall result in the Proposal being c onsidered non-responsive. Confirmed PROPOSAL DOCUMENT REPORT RFQ No. 2021-RFQ-008 Plan Check/Building Inspection Services PROPOSAL DOCUMENT REPORT Request for Qualifications - Plan Check/Building Inspection Services Page 4 2. Vendor Proposal GENERAL INFORMATION* A. One page cover letter as described in the section titled "RFQ Submission Process ", the subsection titled "Required Submittal". B. Provide Vendor identification information. Explain the Vendor’s legal organization including the legal name, address, identification number and legal form of the Vendor (e.g., partnership, corporation, joint venture, limited liability company, sole proprietorship). If a joint venture, identify the members of the joint venture and provide all of the information required under this section for each member. If a limited liability company, provide the name of the member or members authorized to act on the company’s behalf. If the Vendor is a wholly owned subsidiary of another company, identify the parent company. If the corporation is a nonprofit corporation, provide nonprofit documentation. Provide the name, address and telephone number of the person to contact concerning the SOQ. C. Identify the location of the Vendor’s principal office and the local work office, if different from the principal office. D. Provide a general description of the Vendor that is proposing to provide the Services, including years in business. E. Identify any contract or subcontract held by the Vendor or officers of the Vendor that has been terminated within the last five years. Briefly describe the circumstances and the outcome. F. Identify any claims arising from a contract that resulted in litigation or arbitration within the last five years. Briefly describe the circumstances and the outcome. SCA_FountainHills_Proposal.pdf EXPERIENCE AND QUALIFICATIONS OF THE VENDOR* Provide a detailed description of the Vendor’s experience in providing similar services to municipalities or other e ntities of a similar size to the Town, specifically relating experience with respect to plan checks/building inspections. A. Vendor must demonstrate successful completion of at least three similar projects within the past 60 months. For the purpose of this Solicitation, “successful completion” means completion of a project within the established schedule and budget and “similar projects” resemble this project in size, nature and scope. Provide a list of at least three organizations for which you successfully completed a similar project. This list shall include, at a minimum, the following information: PROPOSAL DOCUMENT REPORT RFQ No. 2021-RFQ-008 Plan Check/Building Inspection Services PROPOSAL DOCUMENT REPORT Request for Qualifications - Plan Check/Building Inspection Services Page 5 1. Name of company or organization. 2. Contact name. 3. Contact address, telephone number and e-mail address. 4. Type of services provided. 5. Dates of contract initiation and expiration. SCA_FountainHills_Proposal.pdf KEY POSITIONS* A. Identify each key personnel member that will render services to the Town including title and relevant experience required, including the proposed Project Manager and Project Engineer. B. Indicate the roles and responsibilities of each key position. Include senior members of the Vendor only from the perspective of what their role will be in providing services to the Town. C. If a subcontractor will be used for all work of a certain type, include information on this subcontractor. A detailed plan for providing supervision must be included. D. Attach a résumé and evidence of certification, if any, for each key personnel member and/or subcontractor to be involved in this project. Résumés should be attached together as a single appendix at the end of the Proposal and will not count toward the Proposal page limit. However, each resume shall not exceed two pages in length. SCA_FountainHills_Proposal.pdf PROVIDE DOCUMENTATION ON EACH PLAN REVIEW AND INSPECTOR SHOWING CERTIFICATIONS FOR AREAS OF RESPONSIBILITY* SCA_FountainHills_Proposal.pdf PROJECTED REVIEW TIME NECESSARY TO COMPLETE PROJECT REVIEW?* Information provided in SOQ file The Town of Fountain Hills Shums Coda Associates Plan Check/Building Inspection Services 0 Table of Contents Cover Letter .................................................................................................................................................. 1 General Information ................................................................................................................................. 2 - 3 Experience and Qualifications ................................................................................................................. 4 - 5 Key Positions ................................................................................................................................................ 6 Project Review Timeline ............................................................................................................................... 7 Certifications ............................................................................................................................................ 8 - 9 Appendix .............................................................................................................................................. 10 - 31 The Town of Fountain Hills Shums Coda Associates Plan Check/Building Inspection Services 1 Cover Letter December 30th, 2021 Rob Durham Procurement Administrator 16705 E. Avenue of the Fountains Fountain Hills, AZ 85268 RE: 2021-RFQ-008; RFQ for Plan Check/Building Inspection Services Thank you for the opportunity to present this proposal to provide Plan Check/Building Inspection Services; it is a pleasure to submit our qualifications to the Town of Fountain Hills. We are confident that Shums Coda Associates (SCA) is the firm that has the personnel, experience, and attitude that will be required to successfully provide these “as-needed” services to the Town of Fountain Hills. We are committed to a vision of service excellence that we believe the Town of Fountain Hills shares. Our firm continually receives exceptional reviews from our jurisdictional clients, as well as design professionals, developers and contractors from all size projects and varying complexities. Positive interactions related to our work product is centered in our desire to be more than a mere consultant plan review, inspection, and permit processing firm, but rather a contributing partner, functioning as an extension of Town’s staff. We look to see that projects are successfully completed, on time, within budget, and a reflection of the Town’s codes, ordinances procedures, policies, and directives. A key in those efforts is the ability to create a solid working relationship with your jurisdiction to assist with all aspects outlined in the RFQ document. SCA understands the scope of services to be provided extends beyond technical code expertise, and why our team’s overall ability and qualifications will exceed the minimums being requested; which in turn makes us a good fit to meet the Town’s desires to relieve the peaks in overall projects under review or inspection. The following SOQ will highlight key features and distinguishing points of the SCA team that will assist in this undertaking. SCA was founded on the principal of assisting our municipal partners with staff augmentation and developmental services related to construction review, permitting, inspections and documentation procedures. SCA is committed and ready to provide you with the same care and standard of technical excellence that has been the hallmark of our work since our inception. We intend to provide primary services from our Arizona regional office at 1616 North Litchfield Road, Suite A-210, Goodyear, AZ 85395, with additional support staff being provided from our headquarters and other regional offices. If SCA is fortunate enough to be awarded this contract, we intend to meet and confer with the Town of Fountain Hills’s management team to determine the proper members of our staff needed to complete the services outlined in the RFQ. We will perform the services and adhere to the requirements described in this RFQ. Our team looks forward to answering any additional questions you may have about our firm after you have reviewed this response to the request for qualifications. Sincerely, David Basinger, Architect Christine Godinez Principal/President/CEO COO/Secretary david.basinger@shumscoda.com christine.godinez@shumscoda.com (925) 413-5626 (Cell) (925) 463-0651 (Main Line) Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 2 General Information Shums Coda Associates, Inc., is legally defined as a S-Corporation. Our Federal Tax ID number is 20- 4574991. Our corporate headquarters (principal office) is located at 5776 Stoneridge Mall Road, Suite 150, Pleasanton, CA 94588. We have additional offices at the following locations: • Arizona local regional office at 1616 North Litchfield Road, Suite A-210, Goodyear, AZ 85395 • Northern California - 6381 Auburn Boulevard, Suite H, Citrus Heights, CA 95621 • Southern California - 5208 Weymouth Way, Oceanside, CA 92057 • Northern Utah - 5782 South 920 East, Murray, UT 84121 • Southern Utah - 2284 East 3400 South Street, St. George, UT 84790 • Nevada - 1916 Summit Pointe Drive, Las Vegas, NV 89117 • Colorado – 4610 South Ulster Street, Suite 150, Denver, CO 80237 The following corporate officers are authorized to make these representations on behalf of Shums Coda Associates, the contacts concerning this SOQ, and are located in our corporate headquarters (physical address above): • David Basinger, Principal/President/CEO (Arizona licensed Architect #57859) david.basinger@shumscoda.com (925) 413-5626 (Cell) • Christine Godinez, COO/Secretary christine.godinez@shumscoda.com (925) 463-0651 (Main Line) Shums Coda Associates was established in 2006 (16 years of business in March, 2022), by licensed building professionals with multiple decades of municipal consulting experience. Our core services are building life-safety code reviews, inspections and administrative staffing, on behalf of only jurisdictional clients. We review and inspect all facets of design construction related to code minimums and local amendments, such as: architectural, accessibility, structural, fire-safety, energy, sustainability, mechanical, electrical and plumbing; and have staff to assist with the intake, recording and permitting of construction documents. By selecting Shums Coda Associates, the Town of Fountain Hills will receive an experienced, knowledgeable team with a proven track record of outstanding service. In providing these services, our priority is to be a seamless extension of your staff. We therefore commit to being available for code consultations, on-time delivery of services, and providing cost-effectiveness to the Town through the utilization of focused staff augmentation. We are comprised of licensed architects, engineers, contractors and I.C.C. Certified personnel that have a wealth of code knowledge and experience in design or construction related fields. SCA believes that an understanding of how buildings are designed and constructed is an important element to providing effective code comments that are based on the realities of practical construction. SCA preaches this to our staff and encourages continuing education to maintain our understanding of the ever-changing code requirements and amendments. We have seen there can be a great deal of interpretation applied to how requirements are enforced, so SCA staff continues to find value in learning the history and intent of code language to assist with accurately applying it to our review and inspections (with final determinations clearly coming from the Town staff). Shums Coda Associates takes this commitment to code content further, as we continue to expand our involvement in various code training and education offerings. For example, SCA continues to participate in the AZBO Education Board and training and provide similar roles and leadership to the Southern Nevada ICC EduCode training event, Utah ABM and Chapter training, and the Sacramento Valley Association of Building Official Minstitute annual event. At the end of 2020, Shums Coda Associates was Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 3 General Information also fortunate to acquire the Colorado Code Consulting company that was owned by Mr. Steve Thomas, who provides national education and training offerings throughout the United States. This demonstrates SCA’s commitment to knowledge through education with all things related to the model Building Codes. Our belief is that code should be understood by our staff to a level where they can explain to our clients (and their applicants), as well as the how and why it applies to their specific project. We strive to meet this level with our reviews and inspections, and we continue to offer on-line, or in-person training, to improve that code understanding internally with our staff and the industry. With regional offices throughout Arizona (Goodyear), California (Sacramento/Oceanside), Nevada (Las Vegas), Utah (St. George/Murray) and Colorado (Denver), you will find SCA has nearly one-hundred employees available to assist the Town of Fountain Hills with plan review and inspection needs outlined in the RFQ. Our preference is to utilize local staff to provide the plan review services, but with the Coronavirus pandemic, we have expanded our electronic plan review capacity to be able to review projects from any of our offices. This will mean that we can provide even greater degree of expertise for unusual systems related to structural, mechanical, plumbing or electrical, as well as accessibility or sustainability reviews. It also affords us the ability to utilize staff from all locations to ensure that reviews are completed on timelines established by the Town. We have been providing electronic plan reviews for many years now, and are comfortable with reviewing plans under several formats. We have also provided inspection services via electronic devices, and are capable of completing inspections remotely, or via drone, if desired by the Town. SCA looks forward to continuing that discussion related to software, hardware and process the Town uses currently (or would like to implement), as part of our next step in this response to the RFQ. Our standard plan review and inspections result in lists of comments which refer to specific detail, drawing or location in the building, and reference applicable code sections for each item cited. We prefer (if allowed by the Town policies) to expedite or clarify plan review items by contacting the applicant/designers and communicating directly, using the most advantageous media available, to resolve issues. Similarly, we encourage our inspectors to be available for contractor/owners to answer the phone calls of clarification for specific correction items. In today’s development climate a brief phone call, or a thirty-minute online meeting can save weeks of back-and-forth delays to obtain minimum code compliance and approvals. We understand that there can be limitations in the applicant’s technology or jurisdictional inter-department review process, which sometimes prohibit these methods from being implemented with every project. With either approach being implemented, SCA understands and intends to route all communication/comment letters (first or concurrently) through Town of Fountain Hills, as directed by your staff. All reviewed and approved documents shall be returned to the Town after the plan review or inspection process is completed, and input into the tracking software as directed by Fountain Hills staff. This should demonstrate Shums Coda Associates experience with the plan review and inspection services outlined in the Fountain Hills RFQ. We are a large enough corporation, that we do not typically utilize any sub-consultants to complete these services, and do not anticipate using any for the services requested. We will also note that in our nearly sixteen years of business, we have not had any contract or subcontract terminated. Further, we have had no claims arising from a contract that resulted in litigation or arbitration since our inception as a corporation. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 4 Experience and Qualifications Shums Coda Associates provides services similar to those outlined in the RFQ, to over 100 jurisdictions in ten states across the Country (AZ, CA, NV, UT, CO, TN, MN, ID, WA and WY). However, per the instructions provided, we provide the following three jurisdictions that examples of municipalities similar in size to Fountain Hills and/or similar in types of plan reviews and inspection services being requested (although Casa Grande demonstrates the versatility of our team to review large-scale projects in predominately residential/commercial retail City): Project Name Buckeye – plan review and inspection services Name of Company or Organization City of Buckeye Contact Name Mike Izzo, CBO Contact address, Telephone Number and Email 530 E. Monroe Ave., Buckeye, AZ 85326 (623) 349-6200 (main) mizzo@buckeyeaz.gov Type of Service Provided Residential, commercial, industrial and educational plan reviews and inspection services, with some fire reviews, and providing an Acting Building Official Date of Contract initiation and expiration 2017 – present Description of Project. Provided Acting Building Official, that was eventually hired as current CBO; provided plan review and inspection services during the period were Buckeye was the second fastest growing jurisdiction in the US. Significant project plan reviews set-up to hold meetings with applicants to explain comments and provide additional directions to approve larger plan reviews in two cycles. More significant projects are FiveBelow and Ross distribution centers, three new school projects, APS West Valley facilities and new City Police Training Facility. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 5 Experience and Qualifications Project Name Cherry Hills Village – plan review and inspection services Name of Company or Organization Cherry Hills Village Contact Name Paul Workman, Planning Manager Contact address, Telephone Number and Email 2450 E. Quincy Ave., Cherry Hills Village, CO 80113 (303) 783-2721 pworkman@cherryhillsvillage.com Type of Service Provided Building plan review and inspection services Date of Contract initiation and expiration 1994 – 2019 (as Colorado Code Consulting), and 2019 – present (recently renewed under SCA) Description of Project. Provide large-scale residential plan review and inspections for a predominantly residential community of custom homes (usually over 5,000-sq. ft. in size). Project Name Casa Grande - Lucid Electric Car Manufacturing Facility Plan Review (Phases 1 and 2) Name of Company or Organization City of Casa Grande Contact Name Brian Tardif, CBO Contact address, Telephone Number and Email 510 E. Florence Blvd., Casa Grande, AZ 85122 (520) 421-8630 (main) Brian_Tardif@casagrandeaz.gov Type of Service Provided Building and Fire Plan Review Date of Contract initiation and expiration 2019 – expected to continue to completion of project sometime in 2023 Description of Project. +3 million sq. ft. of new auto manufacturing, offices, café/break/conference and hazardous materials, as well as site development, fire sprinkler and alarm reviews, with AMMR’s and weekly review meetings with City, contractors and design team to streamline reviews and assure complete re-submittals. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 6 Key Positions SCA will utilize our local Arizona staff to fill key personnel roles requested in the RFQ. Our Arizona Regional Manager, Ms. Barbara Rice, CBO/FM, will serve as the local point of contact and Project Manager for the Fountain Hills services. Further, our CEO and Arizona licensed architect, Mr. David Basinger and our COO, Ms. Christine Godinez, will be additional points of contact for technical assistance (as needed) and contract/invoicing information. The day-to-day team is proposed to be as follows: A. Support Team – Justine Cornelius, Lisa O’Malley will be the primary and local plans examiner managers for Fountain Hills. We will also utilize senior plans examiners Martin Haeberle, Tom Haney and Myron Williams as additional review team members for Fountain Hills, as they have all provided extensive plan reviews in the Valley of the Sun for decades. All of these staff members are full-time employees of SCA. B. Additional Support staff – Although all of the Shums Coda Associates family will be collectively available to provide these services to Fountain Hills, we anticipate (as is our preference) to primarily utilize our systems specific plan review team for additional plan review support. Therefore, David Logsdon, Russ Mora or Dean Kuenzi are available for electrical systems review. We have Jason Van Ausdal and Jody Hilton to review mechanical and plumbing systems, and Hope Media or Gil Rossmiller to assist with energy compliance issues. Finally, we have a large structural engineering team to assist on engineering issues, headed by our Project Engineer Kurt McMullin, and additional engineer plan check staff of Su Fong, Mariam Umair or Ryan Loh. C. SCA does not anticipate utilizing any subcontractor for any of the proposed services in the RFQ. D. We will provide additional resume/certifications for the rest of our staff and key inspectors for the Fountain Hills work. We have not designated a specific inspector currently for these services, as we would need to discuss number of inspection hours needed for the services, and what would be considered appropriate certification and experience for our inspection team. SCA would then select from our local team the personnel that we believe would be a good fit for inspections, and anticipate an interview from Town staff prior to assigning them to complete the work. It is our belief that working within the jurisdiction requires an understanding of the role and acceptance by the Town staff they will interact with, prior to ever completing an inspection. Inspections are all conducted by ICC certified inspectors. The inspections will be completed within one business day from the time we receive the request. We believe in being service oriented and not the building police. We will work with the contractors and homeowners to bring a building into compliance with the applicable code whenever we can. It is our philosophy that inspections are educational opportunities to explain the purpose of the code and why certain things are required by the code. We will spend additional time explaining the purpose of a code requirement whenever necessary. Our inspectors provide their cell phone numbers to the contractors and homeowners if a question arises in the field. It is important the lines of communication are maintained open. We want to do whatever we can to ensure safe buildings while helping to get project completed on time and under budget. We pride ourselves on being problem solvers and not problem makers. Our goal is to get to yes and comply with the intent of the code. SCA will provide emergency disaster response when required. We will utilize the ATC-20 rapid assessment process to evaluate the habitability of a structure. We will post the property with the appropriate placard to indicate whether the building can be occupied or not. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 7 Project Review Timeline SCA’s plan review reports will reference sheets and code sections that are applicable form each comment. We would typically email the electronic reviews to the Town for distribution to the applicant, but we can also directly/simultaneously provide the owner, contractor, architect and/or the engineer with the same electronic list of items needing correction. Our comment lists should be self-explanatory, but our review team will remain available during working hours (and often off-hours) to provide any additional clarification/discussion needed of the applicable building code section, ordinances, or regulation. We will provide a similar list at each cycle of the review process, but typically most reviews are resolved in one or two cycles, with perhaps a quick third review of a remaining comment (or two). When a review remains extensive at a third (or longer) review cycle, SCA staff will reach out to the Town of Fountain Hills staff to discuss the overall items of concern and look for direction on any alternative methods to keep the project review moving in a positive direction. With these difficult reviews, SCA is not opposed to online video conferences to share and discuss the code concerns with the Town of Fountain Hills’s staff and the applicant – hopefully to assist in receiving a more complete resubmittal with the next review. With each review cycle, SCA will provide a cover letter/transmittal that includes the following information: • The address, Town permit number, description, use, and type of construction. • A list of all plans and documents received for review and the associated dates they were received. Once the final plan review is completed and ready for approval, SCA will electronically stamp the plans and the supporting documents and return them to the Town, along with our letter of completion. It should be noted that our approval stamp can be modified to suit the desired information needed by the Town of Fountain Hills. Shums Coda is proficient in many various electronic plan review and web-based tools. We typically utilize the Bluebeam product for our reviews but can provide our review comments on any of the other comparable platforms, and even embed the comments into the electronic plan sheets (if desired). SCA would look to the Town of Fountain Hills to provide guidance on the preferred method of electronic comments to be received. However, it should be noted that SCA can also review paper plans when submitted. In those instances, we would provide courier to pick-up and drop-off the plans at the Town offices (as needed). Type of Plan Review Timeframes Initial Review Recheck Single-Family 7-10 business days 5 business days Multi-Family 10-15 business days* 5 business days Commercial 10-15 business days* 7 business days* * Some project may require additional time because of size or complexity of the project; SCA would reserve the right to review those projects under a longer schedule when mutually agreed upon with the Town of Fountain Hills (prior to the beginning the review process). However, we pride ourselves to be able to customize our services to fit the Town’s needs and could potentially expedite reviews when requested. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 8 Certifications Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 9 Certifications Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 10 Appendix David Basinger, Architect Principal / CEO Education Bachelor of Architecture (with an emphasis on urban redevelopment), California Polytechnic State University at San Luis Obispo Licenses & Certifications Registered Architect, State of California, License No. C25605 Registered Architect, State of Arizona, Registration No. 57859 Registered Architect, State of Nevada, License No. 7116 Registered Architect, State of Utah, License No. 10180242-0301 Registered Architect, State of Colorado, License No. 406323 Registered Architect, State of Hawaii, License No. 17696 Registered Architect, State of Washington, License No. 12600 NCARB Certified, No. 77371 ICC Building Plans Examiner Memberships A.I.A. Member PROFFESSIONAL SUMMARY David Basinger is a licensed Architect in multiple States and is the original founder of Shums Coda Associates in 2006. David has over 30 years of professional experience associated with architectural design and as a building code and life-safety plans examiner. PROFESSIONAL EXPERIENCE Principal/ CEO ------------------------------------------------------ 2006 - Present Shums Coda Associates, Pleasanton, CA Manages plan review, inspections and permitting services for numerous complex commercial, industrial, educational, medical, hazardous and a variety of multi-family residential construction projects. David has served as Acting Building Official or provided in-house plan review services for numerous jurisdictions in California, such as Mountain View, Fremont, Santa Clara, Sunnyvale, Menlo Park, Dublin, and Danville. Arizona Regional Office Manager --------------------------------- 2004 - 2006 Linhart Petersen Powers Associates, Phoenix, AZ Promoted to establish and serve as Arizona Regional Manager of the three separate company offices in Arizona: Phoenix, Tucson, and Window Rock. Provided assistance with large-scale plan review and inspection services, jurisdiction counter reviews and assistance, and special projects supervisor. Influential in taking the Arizona effort from a single client to over two dozen clients in a two-year period, managing eleven employees and three business lines. Senior Plans Examiner/Senior Associate ------------------------ 1991 - 2004 Linhart Petersen Powers Associates, Phoenix, AZ Provided plan reviews, and jurisdictional in-house/counter reviews and technical assistance for projects in California, Arizona, Nevada, Washington, and Idaho. Managed several large-scale developments as a project supervisor, and often provide code consultations for complex mixed- use/redevelopment or historical submittals. Served as primary manager for the jurisdictions of Mountain View, Danville and Dublin, California. Projects reviewed include campus designs for Microsoft, Veritas, Google, Alza Pharmaceuticals and other high-tech or bio-tech related businesses, as well as several mid-rise or high-rise multi-family complexes. Architect ----------------------------------------------------------------- 1989 - 1991 Linhart Engineering, Livermore, CA Completed architectural and structural engineering design for residential, commercial, and light industrial structures in the San Francisco Bay Area. Duties included design, drafting, structural calculations, building surveys, jobsite visits and structural reviews. Also performed field assessments of URM structures and equipment anchorage calculations for pumps, racks, and tanks. Shums Coda Associates Building Life-Safety Plan Review and Inspection Permit Technician Services Building Department Augmentation Fire Protection Engineering Civil Engineering Follow SCA on LinkedIn Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 11 Appendix Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 12 Appendix Team Member/ Job Title Certification / License / Affiliations Russell Adams, CBO Plans Examiner Building Inspector Education • Associate of Arts – Humanities, Santa Rosa Junior College, 2007 Licenses & Certifications • California Office of Emergency Services: Safety Assessment Program Coordinator • California Office of Emergency Services: Safety Assessment Program Evaluator • ICC Residential Mechanical Inspector • ICC California Commercial Building Inspector • ICC California Residential Building Inspector • ICC Commercial Building Inspector • ICC Residential Combination Inspector • ICC Plumbing Inspector • ICC Residential Plumbing Inspector • ICC Commercial Plumbing Inspector • ICC California Residential Electrical Inspector • ICC California Commercial Plumbing Inspector • ICC California Residential Combination Inspector • ICC Residential Building Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Building Inspector • ICC California Residential Mechanical Inspector • ICC Residential Electrical Inspector • ICC California Residential Plumbing Inspector • ICC Plumbing Plans Examiner • ICC Permit Technician • ICC Commercial Electrical Inspector • ICC Commercial Mechanical Inspector • ICC Mechanical Plans Examiner • ICC Mechanical Inspector • ICC Commercial Combination Inspector • ICC Combination Inspector • ICC California Commercial Electrical Inspector • ICC California Commercial Mechanical Inspector • ICC California Combination Inspector • ICC California Commercial Combination Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Electrical Inspector • ICC Building Plans Examiner • ICC California Building Plans Examiner • ICC Fire Plans Examiner • ICC Commercial Energy Inspector • ICC Master Code Professional • ICC Certified Building Official • ICC Mechanical Code Specialist • ICC Building Code Specialist • ICC Permit Specialist • ICC Plumbing Code Specialist • ICC Building Codes and Standards Module • ICC Legal Module • ICC Management Module Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 13 Appendix Team Member/ Job Title Certification / License / Affiliations Troy Alvord Building Inspector Licenses & Certifications • ICC California Commercial Plumbing Inspector • ICC Combination Inspector - Legacy • ICC California Commercial Electrical Inspector • ICC Building Inspector • ICC California Commercial Building Inspector • ICC Plumbing Inspector UPC • ICC California Residential Electrical Inspector • ICC Plumbing Inspector • ICC Electrical Inspector • ICC Mechanical Inspector UMC • ICC California Commercial Mechanical Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Mechanical Inspector • ICC California Residential Plumbing Inspector • ICC California Residential Building Inspector • ICC California Residential Mechanical Inspector • ICC California Commercial Combination Inspector • ICC California Residential Combination Inspector • ICC California Combination Inspector • ICC Combination Inspector • ICC Commercial Combination Inspector Richard Ames, CBO Plans Examiner Building Inspector Education • Bachelor of Liberal Arts, Cal State Hayward/East Bay College of San Mateo Licenses & Certifications • ICC Accessibility Inspector/Plans Examiner • ICC Building Code Official • ICC Plumbing Inspector UPC • ICC Certified Building Official • ICC Mechanical Inspector UMC • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Combination Inspector • ICC Building Inspector • ICC Combination Inspector - Legacy • ICC Building Plans Examiner • ICC Electrical Inspector • ICC Residential Plans Examiner • ICC Building Code Specialist • ICC Commercial Combination Inspector • ICC Fire Plans Examiner • ICC Commercial Energy Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Master Code Professional Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 14 Appendix Team Member/ Job Title Certification / License / Affiliations Herman “Gene” Ashdown, CBO Senior Building Inspector Education • Building Inspection Technology, Cosumnes River College, 1997-2001 • Bachelor of Arts in Health and Safety Studies, California State University, Sacramento, 1978- 1981 Licenses & Certifications • CALBO Building Official Certification • CA OES SAP Evaluator and Coordinator • ICC Mechanical Inspector UMC • ICC California Commercial Building Inspector • ICC Plumbing Inspector UPC • ICC California Residential Mechanical Inspector • ICC Plumbing Inspector • ICC California Commercial Plumbing Inspector • ICC California Commercial Mechanical Inspector • ICC Mechanical Inspector • ICC California Residential Building Inspector • ICC California Residential Plumbing Inspector • ICC Building Inspector Alberto Barrios Marquez, PE MEP Plans Examiner Education • B.S., Mechanical/Electrical Engineering, University of Guadalajara, GDL., Jalisco, México, 1999 Licenses & Certifications • Professional Engineer, State of Colorado, License # PE.0041140 • Master Electrician, State of Colorado, License # ME.0026505 • Certified Spanish Translator/Interpreter • LEED AP BD+C, U.S. Green Building Council • ICC Building Plans Examiner • ICC Mechanical Plans Examiner • ICC Plumbing Plans Examiner Cedar Brannon Building Inspector Education • 18 hours of college credits, College of Southern Nevada, 1994 • Southern Nevada School of Real Estate, Las Vegas, NV, 2000 Licenses & Certifications • ICC Permit Technician • ICC Commercial Plumbing Inspector • ICC Residential Building Inspector • ICC Residential Plumbing Inspector • ICC Plumbing Inspector John Henry Brannon Building Inspector Education • Associate of Science, Computer Science, Dixie College, St George, Utah Licenses & Certifications • Building Inspector, State of Utah • Contractor, State of Utah • ICC Commercial Plumbing Inspector • ICC Commercial Building Inspector • ICC Mechanical Plans Examiner • ICC Residential Plans Examiner • ICC Residential Mechanical Inspector • ICC Plumbing Inspector • ICC Residential Electrical Inspector • ICC Building Plans Examiner • ICC Residential Plumbing Inspector • ICC Residential Building Inspector • ICC Building Inspector • ICC Residential Combination Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 15 Appendix Team Member/ Job Title Certification / License / Affiliations Jason Bullock Utah Regional Manager Education • B.S., Business Administration, University of Phoenix, 1999 Licenses & Certifications • ICC Building Plans Examiner • ICC Combination Inspector • ICC Electrical Inspector • ICC Building Inspector • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Commercial Combination Inspector Corey Bundy, CBO Building Inspector Plans Examiner Education • Utah Seismic Safety, Commission Safety Assessment Program Certification • State of Utah Department of Commerce Active Licensure Licenses & Certifications • ICC Building Inspector • ICC Certified Building Official • ICC Combination Inspector • ICC Mechanical Inspector UMC • ICC Fire Inspector I • ICC Accessibility Inspector/Plans Examiner • ICC Combination Inspector - Legacy • ICC Commercial Energy Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Mechanical Inspector • ICC Plumbing Inspector • ICC Electrical Inspector • ICC Fire Plans Examiner • ICC Building Plans Examiner • ICC Building Code Specialist • ICC / AACE Property Maintenance and Housing Inspector • ICC Zoning Inspector • ICC Permit Technician • ICC Permit Specialist • ICC Fire Inspector II • ICC Fire Code Specialist • ICC Master Code Professional • ICC Commercial Combination Inspector Randall “Randy” Capra, FPE Fire Code Plans Examiner Education • B.S. in Business, Bellevue University, Omaha, NE, 2010 • Associates in Fire Sciences, Red Rocks Community College, Lakewood, CO, 2006 Licenses & Certifications • Fire Protection Engineering Technology Fire Alarm Systems-National Institute for Cert. in Engineering Technology (NICET) Level 1 • Fire Protection Engineering Technology Automatic Sprinkler System Layout – NICET Level 1 • Fire Protection Engineering Technology Special Hazards Suppressions Systems – NICET Level 1 • Fire Protection Engineering Technology Inspection and Testing of Water- Based Systems – NICET Level 1 • National Fire, Arson, & Explosion Investigation Training – NAFI Certified • Fire Officer II, State of CO Division of Fire Safety • Fire Instructor, State of CO Division of Fire Safety • National Fire Academy and FEMA Classes • ICC Fire Plans Examiner • ICC Fire Inspector II Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 16 Appendix Team Member/ Job Title Certification / License / Affiliations Erin Carroll, EIT Plan Check Engineer Education • B.S, Industrial Engineering, Clemson University, Clemson, SC Licenses & Certifications • Registered Engineer in Training State of Maryland, No. 50013 Sheri Cerise Fire Code Plans Examiner Licenses & Certifications • ICC Permit Technician Tracy Christensen Building Inspector Licenses & Certifications • Combination Inspector, State of Utah, License # 330601-5601 • ICC Residential Electrical Inspector • ICC Commercial Combination Inspector William “Bill” Clayton, CBO Plans Examiner Building Inspector Instructor Code Consultant Education • General Studies and Agriculture, Clackamas Community College, Oregon City, OR • General Studies, Physical Education & Music, Mt. Hood Community College, Gresham, OR Licenses & Certifications • ICC Mechanical Inspector UMC • ICC Building Inspector • ICC Certified Building Official • ICC Plumbing Inspector • ICC Residential Fire Sprinkler Inspector/Plans Examiner • ICC Building Plans Examiner • ICC /AACE Property Maintenance and Housing Inspector • ICC Plumbing Inspector UPC • ICC Building Code Official • ICC Accessibility Inspector/Plans Examiner • ICC Housing Code Official • ICC Residential Energy Inspector/Plans Examiner • ICC Mechanical Inspector • ICC Building Code Specialist Michael “Mike” Coldiron, CBO Senior Building Inspector Licenses & Certifications • ICC Building Plans Examiner • ICC Permit Technician • ICC Plumbing Inspector UPC • ICC Building Inspector • ICC Structural Steel and Bolting Special Inspector • ICC Combination Inspector - Legacy • ICC Electrical Plans Examiner • ICC Mechanical Inspector UMC • ICC Electrical Code Official • ICC Certified Building Official • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Commercial Combination Inspector • ICC Combination Inspector • ICC Building Code Official • ICC Electrical Inspector • ICC Residential Plans Examiner • ICC Permit Specialist • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Residential Energy Inspector/Plans Examiner Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 17 Appendix Team Member/ Job Title Certification / License / Affiliations James “Jim” Conway Electrical Inspector Education • Soares Grounding – 1999, 2005-2007 • One- & Two-Family NEC – 1999-2017 • Photovoltaic Power System – 1994, 1997-2005 • Mountain States Employers Council, Inc. – 1997 • Management & Supervisory Classes-City & County of Denver – 1986-1987 • International Fire Code Institute – 2006-2007 Licenses & Certifications • Master Electrician, Colorado License, ME 2327 Brian Cook, MCP, CBO Plans Examiner Licenses & Certifications • Master Electrician, State of Colorado, License No. ME.0026247 • Journeyman Electrician, State of Colorado, License No. JW.0101271 • ICC Commercial Combination Inspector • ICC Commercial Energy Inspector • ICC Residential Building Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Building Inspector • ICC Mechanical Inspector • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Residential Combination Inspector • ICC Commercial Building Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Electrical Plans Examiner • ICC Electrical Inspector • ICC Commercial Mechanical Inspector • ICC /AACE Property Maintenance and Housing Inspector • ICC Residential Electrical Inspector • ICC Building Plans Examiner • ICC Master Code Professional • ICC Combination Inspector • ICC Commercial Electrical Inspector • ICC Certified Building Official • ICC Commercial Plumbing Inspector • ICC Commercial Energy Plans Examiner • ICC Plumbing Inspector • ICC Residential Plumbing Inspector • ICC Residential Mechanical Inspector • ICC Residential Plans Examiner Justine Cornelius Building Inspector Plans Examiner Licenses & Certifications • ICC Permit Technician • ICC Building Inspector • ICC Spray Applied Fire Proofing Special Inspector • ICC Structural Masonry Special Inspector • ICC Residential Plans Examiner Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 18 Appendix Team Member/ Job Title Certification / License / Affiliations Matthew Coyle Building Inspector Education • Wilrick Institute of Technology • Carpenters Apprenticeship Training CTCNC Licenses & Certifications • Certified Welding Inspector (CWI), American Welding Society (AWS), Cert. No. 11121141 • ACI Concrete Field Testing Technician – Grade I, American Concrete Institute, Certification ID: 01212973 • ICC Structural Steel and Bolting Special Inspector • ICC Reinforced Concrete Special Inspector • ICC Mechanical Plans Examiner • ICC Structural Masonry Special Inspector • ICC California Commercial Building Inspector • ICC California Residential Electrical Inspector • ICC California Commercial Electrical Inspector • ICC Electrical Plans Examiner • ICC California Building Plans Examiner • ICC Prestressed Concrete Special Inspector • ICC Electrical Inspector • ICC Combination Inspector Elvin “Chuck” DeVorss, CBO Plans Examiner Education • Associates of Science – Construction Inspection, Pasadena City College, 1994 • Certificate – Building Inspection and Plan Review, University of Nebraska Licenses & Certifications • ICC Reinforced Concrete Special Inspector Legacy • ICC Certified Building Official • ICC Building Plans Examiner • ICC Building Inspector • ICC Electrical Plans Examiner • ICC Mechanical Inspector UMC • ICC Commercial Electrical Inspector • ICC Plumbing Inspector • ICC Commercial Building Inspector • ICC Commercial Energy Plans Examiner • ICC Residential Electrical Inspector • ICC Combination Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Commercial Energy Inspector • ICC Mechanical Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Master Code Professional • ICC Structural Masonry Special Inspector • ICC Electrical Inspector • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Commercial Combination Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 19 Appendix Team Member/ Job Title Certification / License / Affiliations Alan Ellis, CBO Nevada Client Liaison Manager Education • MBA, University of Phoenix, Las Vegas, NV, 2004 • B.A., Social Science, Michigan State University, East Lansing, MI, 1977 Licenses & Certifications • Fire Inspector, Uniform Fire Code Association • Fire Inspector, International Fire Code Institute • Fire Inspector III, NFPA issued by the Office of the Nevada State Fire Marshal • Plans Examiner II, NFPA issued by the Office of the Nevada State Fire Marshal • Fire Inspector II, Office of the Nevada State Fire Marshal • Fire Inspector I, Office of the Nevada State Fire Marshal • Medical Gas Inspector – National Pipefitters Council • ICC Certified Building Official • ICC Fire Inspector II • ICC Building Inspector • ICC Building Plans Examiner • ICC Building Code Specialist Rouhi El-Rabaa, PE, CASp Plan Check Engineer Education • Bachelor’s in Civil Engineering, California State University, Los Angeles Licenses & Certifications • Professional Civil Engineer, State of California, License # 92565 • Certified Access Specialist (CASp), Cert # CASp-973 • ICC Building Plans Examiner Ali Fatapour, PE, CBO Interim Building Official Education • M.S., Structural Engineering – California State University, San Jose • B.S., Civil Engineering – California State University, San Jose Licenses & Certifications • Professional Civil Engineer, State of California, No. C40671 • ICC Certified Building Official • ICC Building Plans Examiner Jeffrey Finn, SE Education • B.S. Civil and Environmental Engineering, Cornell University, Ithaca, NY, 1985 • M.E. (Civil), Structural Emphasis Cornell University, Ithaca, NY, 1986 Licenses & Certifications • Professional Structural Engineer, State of Arizona, No. 50541 • Professional Structural Engineer, State of Nevada, No. 22503 • NCEES Model Law Structural Engineer, No. 39782 Su Fong, PE Plan Check Engineer Education • M.S. Civil Engineering, San Jose State University, 2014 • B.S. Architectural Engineering, California Polytechnic State University, 2011 Licenses & Certifications • Professional Civil Engineer, State of California, No. 89055 (expires 09/30/2022) • ICC Building Plans Examiner William “Bill” Gardner Elevator Inspector Education • B.S., Business Administration – University of S. Dakota Licenses & Certifications • NAESAI QEI Certification, State of Colorado, No. C-2041 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 20 Appendix Team Member/ Job Title Certification / License / Affiliations Dean Gesualdo Building Inspector Licenses & Certifications • Master Electrician, Clark County, NV • ICC Commercial Building Inspector • ICC Commercial Plumbing Inspector • ICC Electrical Inspector • ICC Residential Building Inspector • ICC Residential Electrical Inspector • ICC Building Inspector • ICC Plumbing Inspector • ICC Residential Plumbing Inspector Roger Gier, CBO Nevada Client Liaison Manager Education • B.S., Business Administration, University of Phoenix, Las Vegas NV, 2001 Licenses & Certifications • ICC Certified Building Official • ICC Mechanical Inspector UMC • ICC Mechanical Inspector • ICC Combination Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Plumbing Inspector UPC • ICC Building Inspector • ICC Commercial Combination Inspector Martin Haeberle, CBO Senior Building Inspector Plans Examiner Chief Building Official Education • ADA Coordinator, University of Missouri • Commercial/Residential Heating Ventilation and Refrigeration Systems - Kansas City Technical College Licenses & Certifications • FEMA Emergency Management Certification • Building Inspector License, State of Utah. No. 6597488-5602 • ICC Residential Electrical Inspector • ICC Building Inspector • ICC Commercial Electrical Inspector • ICC Building Plans Examiner • ICC Certified Building Official • ICC Residential Plumbing Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Commercial Mechanical Inspector • ICC Commercial Plumbing Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Code Specialist Tom Haney, FPE, CBO Plans Examiner Manager Licenses & Certifications • Fire Protection Engineer, State of California, No. 1926 • Building Official • Mechanical Inspector • Residential Mechanical Inspector • Building Inspector • Plumbing Inspector • Building Inspector UBC • Mechanical Inspector UMC • Plumbing Inspector UPC Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 21 Appendix Team Member/ Job Title Certification / License / Affiliations Patrick Haniger Building Inspector Education • Building Technology Certificate, College of San Mateo • A.S., Building Technology College of San Mateo Licenses & Certifications • ICC Plumbing Inspector UPC • ICC Commercial Electrical Inspector • ICC Residential Building Inspector • ICC Mechanical Inspector UMC • ICC Commercial Building Inspector • ICC Building Inspector Landan Hansen Building Inspector Plans Examiner Education • Snow College, Ephraim Utah, 2005 Licenses & Certifications • ICC Residential Building Inspector • ICC Residential Plumbing Inspector • ICC Residential Mechanical Inspector • ICC Commercial Electrical Inspector • ICC Commercial Mechanical Inspector • ICC Mechanical Inspector • ICC Commercial Plumbing Inspector • ICC Commercial Building Inspector • ICC Plumbing Inspector • ICC Commercial Combination Inspector • ICC Building Inspector Jeff Hedman, SE Plans Check Engineer Education • B.S Civil Engineering, University of Utah • AA, General Studies, Dixie State University Licenses & Certifications • Professional Structural Engineer, State of Utah, License # 5338635-2203 Jody Hilton, CBO Chief Building Official Plans Examiner Manager Education • ICBO Plans Building Code Class’s Salt Lake Community College • Examiner Class, Whittier, California • Utah Valley Community College Licenses & Certifications • ICC Commercial Combination Inspector • ICC Building Code Specialist • ICC Building Plans Examiner • ICC Commercial Energy Plans Examiner • ICC Combination Inspector • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Building Inspector • ICC Certified Building Official • ICC Electrical Inspector Richard “Rick” Hollander Building Inspector Education • IAEI Training Seminars Licenses & Certifications • ICC Electrical Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 22 Appendix Team Member/ Job Title Certification / License / Affiliations Cody Illum Building Inspector Licenses & Certifications • ICC Commercial Mechanical Inspector • ICC Residential Electrical Inspector • ICC Residential Mechanical Inspector • ICC Residential Plumbing Inspector • ICC Commercial Electrical Inspector • ICC Commercial Building Inspector • ICC Residential Building Inspector • ICC Commercial Plumbing Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Residential Combination Inspector • ICC Combination Inspector • ICC Commercial Combination Inspector Nicole Johnson Permit Technician Education • Bachelor’s Degree: Geography, Urban & Metropolitan Planning, California State University, 2015-2017 • Los Rios Community College 2013-2015, Transfer degree received Licenses & Certifications • ICC Permit Technician Vincent “Vince” Juanitas Building Inspector Licenses & Certifications • ICC Residential Building Inspector • ICC Residential Plumbing Inspector Daniel “Dan” Kishpaugh Senior Plans Examiner Education • Bachelor’s degree, History - University of Nevada, Reno, 1983 • Plan Review Institute - Whittier, California, 1996 • Building and Fire Code Plan Review - National Fire Academy, 1999 • Fire Structures and Systems Course - National Fire Academy, 2001 • Building Official’s Institute - Portland, Oregon, 2004 Licenses & Certifications • ICC Mechanical Inspector UMC • ICC Plumbing Inspector UPC • ICC Electrical Inspector • ICC Building Plans Examiner Terry Knox, MBA Director, Business Development Education • Master of Business Administration – Construction Management • Bachelor of Science - Construction Building Inspection Technology, Business Administration • Structural Engineers Association -Methodology • Associate of Arts- Housing Inspection Awards • Helen Putnam Award for Excellence for Government Efficiency and Responsiveness • California Building Official (CALBO) Hall of Fame Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 23 Appendix Team Member/ Job Title Certification / License / Affiliations Dean Kuenzi, CBO Plans Examiner Building Inspector Education • A.S. Degree in Energy Systems – Photovoltaics, Diablo Valley College, Pleasant Hill, CA, June 2014 • B.S. Degree, Colorado State University – Global, January 2019 – Present (Expected 2022) Licenses & Certifications • NABCEP Entry Level Certification (Photovoltaic) • Post-Disaster Safety Assessment Program (SAP) • ICC Commercial Electrical Inspector • ICC Combination Inspector • ICC Commercial Energy Plans Examiner • ICC Residential Plans Examiner • ICC Commercial Building Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Fire Plans Examiner • ICC Residential Mechanical Inspector • ICC Master Code Professional • ICC Certified Building Official • ICC Building Plans Examiner • ICC Fuel Gas Inspector • ICC Residential Electrical Inspector • ICC Commercial Plumbing Inspector • ICC Residential Plumbing Inspector • ICC Residential Building Inspector • ICC Commercial Mechanical Inspector • ICC Plumbing Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Building Inspector • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Code Specialist • ICC Plumbing Code Specialist • ICC Residential Combination Inspector • ICC Commercial Combination Inspector David Logsdon Plans Examiner Licenses & Certifications • Maryland Statewide Master Electrician License, State of Maryland • Safety and Health Practitioner, State of Nevada Division of Industrial Relations • Certified Electrical Inspector: Residential and Commercial, State of Maryland • Associated Builders and Contractors- Electrical 4-year Program • ICC Residential Electrical Inspector, Certification # 5317382-E1 • ICC Electrical Plans Examiner, Certification # 5317382 • ICC Commercial Electrical Inspector, Certification # 5317382-E2 • ICC Electrical Inspector, Certification # 5317382 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 24 Appendix Team Member/ Job Title Certification / License / Affiliations Jerry Long Building Inspector Plans Examiner Education • B.S Industrial Technology, University of Wisconsin – Stout • Ski Area Management Leadership Training, Colorado Mountain College Licenses & Certifications • ICC Building Inspector • ICC Residential Mechanical Inspector • ICC Commercial Plumbing Inspector • ICC Residential Building Inspector • ICC Commercial Building Inspector • ICC Commercial Mechanical Inspector • ICC Building Plans Examiner • ICC Residential Plumbing Inspector • ICC Plumbing Inspector • ICC Mechanical Inspector Xin Lui, FPE Fire Protection Engineer Education • M.S., Fire Protection Engineering, University of Maryland, College Park, MD • B.S., Fire Protection Engineering, State Key Laboratory of Fire Science, University of Science and Technology of China Licenses & Certifications • Registered Professional Engineer, State of California, NO. 1698 Alain Mamada, FPE Fire Protection Engineer Education • M.S., Fire Protection Engineering, California Polytechnic State University • B.T Mechanical Engineering University of Johannesburg Licenses & Certifications • Registered Professional Engineer State of California. No. 1935 James “Jim” McGinley Building Inspector Education • Bachelor of Science Degree, Business Administration/ Marketing, San Diego State University • Construction Practices and Procedures, San Jose State University College of Extended Studies • Certificate of Proficiency in Concrete Construction Inspection, San Diego State University College of Extended Studies Licenses & Certifications • ICC Building Inspector Kurt McMullin, PE, Ph. D Plan Check Engineer Education • PhD, Civil Engineering, University of California, Berkeley • MS, Civil Engineering, University of California, Berkeley • BS, Agricultural Engineering, Iowa State University Licenses & Certifications • Professional Civil Engineer, State of California, No. C47595 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 25 Appendix Team Member/ Job Title Certification / License / Affiliations Hope Medina, CBO Building Inspector Plans Examiner Instructor Licenses & Certifications • On Site Plan Review and Inspections, Train the Trainer, DOE Building Energy Codes • Safety Assessment Program Building Inspector, State of California • ICC Residential Electrical Inspector • ICC Green Building - Residential Examiner • ICC Residential Mechanical Inspector • ICC Residential Building Inspector • ICC IgCC Plans Examiner • ICC Building Plans Examiner • ICC IgCC Commercial Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Commercial Building Inspector • ICC Residential Plumbing Inspector • ICC Residential Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Permit Technician • ICC Mechanical Plans Examiner • ICC Building Inspector • ICC Residential Combination Inspector • ICC Management Module • ICC Legal • ICC Building Codes and Standards • ICC Certified Building Official • ICC Building Code Specialist • ICC Certified Sustainability Professional • ICC Permit Specialist Russell Mora Plans Examiner Licenses & Certifications • ICC Electrical Plans Examiner • ICC Electrical Inspector Adam Mulford Elevator Inspector Licenses & Certifications • Certified Elevator Inspector, QEI NAESA • Type 1 Conveyance Inspector, Colorado Division of Oil and Public Safety, Conveyance Section Christian Ng, FPE Fire Protection Engineer Education • B.S, Fire Protection Engineering University of Maryland, College Park, MD Licenses & Certifications • Registered Fire Protection Engineer State of California. No. 2132 Lisa O'Malley Plans Examiner Licenses & Certifications • California Building Plans Examiner Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 26 Appendix Team Member/ Job Title Certification / License / Affiliations Josephine Ortega AIA, CBO, LEED AP Senior Plans Examiner Education • Master of Urban Regional Planning, San Jose State University, May 2017 • B.A. Economics, University of California, Santa Cruz, June 2006 • Associate Arts Degree with Honors, Monterey Peninsula College, August 1999 • Bachelor of Architecture, Minor in Landscape Architecture and Sociology, University of Idaho, May 1985 • Certificate of Real Estate Development, San Jose State University Licenses & Certifications • Registered Architect, State of California, License No. 26560 • Registered Architect, State of Ohio, License No. 10972 • LEED Green Associate • LEED AP Homes • LEED AP ND (Neighborhood Development) • LEED AP ID+C [Commercial Interiors] • LEED AP BD+C (Building Design & Construction) • LEED AP O+M (Operations & Maintenance) • Safety Assessment Program Coordinator, Office of Emergency Service, #60452 • Safety Assessment Program Evaluation Office of Emergency Service, #60542 • ATC-20 (Applied Technology Council Building Safety Evaluation Program), Office of Emergency Service • ICC Fire Inspector I • ICC Plumbing Inspector UPC • ICC Accessibility Inspector/Plans Examiner • ICC Certified Building Official • ICC Mechanical Inspector • ICC Zoning Inspector • ICC Plumbing Inspector • ICC Building Plans Examiner • ICC Combination Inspector • ICC Building Inspector • ICC Combination Inspector - Legacy • ICC / AACE Property Maintenance and Housing Inspector • ICC Electrical Inspector • ICC Mechanical Inspector UMC • ICC Building Code Official • ICC Fire Inspector II • ICC CALGreen Inspector/Plans Examiner • ICC Building Code Specialist • ICC Commercial Combination Inspector Randy Pabst Elevator Chief Inspector Education • University of Colorado at Boulder, Bachelor of Arts, 1975 Licenses & Certifications • Certified Elevator Inspector, National Association of Elevator Safety Authorities, Cert # C-1790 • Type 1 Conveyance Inspector, State of Colorado, Licensee # 951711 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 27 Appendix Team Member/ Job Title Certification / License / Affiliations Lloyd Parry Building Inspector Education • Business Degree Licenses & Certifications • ICC Residential Electrical Inspector • ICC Residential Building Inspector • ICC Residential Mechanical Inspector • ICC Residential Plumbing Inspector • ICC Commercial Plumbing Inspector • ICC Residential Combination Inspector • ICC Commercial Mechanical Inspector • ICC Commercial Building Inspector • ICC Building Inspector Jeffrey Paterson, FPE Fire Protection Engineer Education • M.S., Fire Protection Engineering, California Polytechnic State University • B.S., Civil Engineering, University of California Davis Licenses & Certifications • CA Registered PE, No. 1926 Ed Paxton Building Inspector Education • Trade Teck Welding School Licenses & Certifications • ICC Building Inspector • ICC Mechanical Inspector • ICC Plumbing Inspector • ICC Electrical Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Combination Inspector • ICC Commercial Combination Inspector James “Ed” Pehrson Plans Examiner Building Inspector Education • Building Inspection coursework, Davis Applied Technology Center, Utah Licenses & Certifications • Combination Inspector, State of Utah, License # 5791568-5601 • Stormwater Inspector, SPESC, Cert ID #00004693 • ICC Residential Combination Inspector • ICC Residential Plumbing Inspector • ICC Commercial Plumbing Inspector • ICC Commercial Electrical Inspector • ICC Residential Electrical Inspector • ICC Commercial Building Inspector • ICC Commercial Mechanical Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Residential Building Inspector • ICC Residential Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Combination Inspector • ICC Commercial Combination Inspector Diana Perkins, CBO Senior Plans Examiner Education • M.P.A., University of San Francisco • B.S., Economics, University of San Francisco Licenses & Certifications • LEED Accredited Professional • ICC Accessibility Inspector/Plans Examiner • ICC Residential Building Inspector • ICC Building Plans Examiner • ICC Certified Building Official Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 28 Appendix Team Member/ Job Title Certification / License / Affiliations Rosario “Russ” Perrone Senior Building Inspector Licenses & Certifications • OHSA 30 • Post-Earthquake Safety Evaluation • ICC Commercial Building Inspector • ICC Residential Building Inspector • ICC Building Inspector Mark Ptashkin, CBO Electrical Plans Examiner Chief Building Official Licenses & Certifications • Special Inspector (Electrical), City of Phoenix. #37551 • ICC Certified Building Official • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Building Inspector Daniel “Dan” Reardon Building Inspector Plans Examiner Education • BS Mathematics / Emphasis in Secondary Education, University of Northern Colorado, 1987 – 1991 Licenses & Certifications • Safety Assessment Program (Disaster Mitigation) • ICC Plumbing Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Building Plans Examiner Gil Rossmiller Building Inspector Plans Examiner Instructor Licenses & Certifications • ICC Building Inspector • IgCC Plans Examiner • ICC Mechanical Inspector • ICC Plumbing Inspector • IgCC Commercial Inspector with ASHRAE 189.1 • IgCC Commercial Inspector • IgCC Plans Examiner with ASHRAE 189.1 • ICC Green Building - Residential Examiner • ICC Building Plans Examiner Douglas “Doug” Rykerd Combination Inspector Education • Mr. Rooter University, Waco TX, Training in Business, 1998 • California Polytechnic University, Pomona, CA – Mechanical Engineering, 1985 - 1987 Licenses & Certifications • ICC Commercial Building Inspector Previous Licenses & Certifications • ICC Certified Commercial Plumbing Inspector • ICC Certified Commercial Mechanical Inspector AJ Smith Building Inspector Education • Master of Management/ Public Administration, University of Phoenix, May 2011 • Bachelor of Science, Major: Criminal Justice, Minor: Education, Southern Utah University, May 2005 • Associates of Science, Snow College, December 2002 Licenses & Certifications • Combination Inspector, State of UT, License #5942920-5601 • ICC Combination Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 29 Appendix Team Member/ Job Title Certification / License / Affiliations Matt Tate Building Inspector Licenses & Certifications • ICC Residential Mechanical Inspector • ICC Commercial Mechanical Inspector • ICC Residential Building Inspector • ICC Combination Inspector • ICC Residential Plumbing Inspector • ICC Commercial Electrical Inspector • ICC Commercial Plumbing Inspector • ICC Commercial Building Inspector • ICC Residential Electrical Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Residential Combination Inspector • ICC Commercial Combination Inspector Stephen “Steve” Thomas, CBO Colorado Regional Manager Educational Director Instructor Chief Building Official Building Inspector Plans Examiner Education • B.S. in Business Administration - University of Phoenix - Thesis: “The Affects of a Housing Code in the City of Glendale” • Course Work in Civil Engineering Technology - CCD • Community College of Denver at Red Rocks Lakewood, CO 1976 -1978 Licenses & Certifications • ICC Structural Masonry Special Inspector • ICC Spray Applied Fire Proofing Special Inspector • ICC Certified Building Plans Examiner • ICC Certified Building Official • ICC Certified Residential Plans Examiner • ICC Certified Mechanical Inspector • ICC Certified Housing Code Official • ICC Certified Accessibility Inspector/Plans Examiner • ICC Certified Building Code Official • ICC Certified Building Inspector • ICC Certified ICC / AACE Property Maintenance and Housing Inspector • ICC Certified Plumbing Inspector • ICC Certified Building Code Specialist Thor Toepfer Building Inspector Licenses & Certifications • ICC Building Plans Examiner • ICC Fire Plans Examiner • ICC Residential Building Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Residential Plumbing Inspector Mariam Umair, EIT Plan Check Engineer Education • M.S., Structural Engineering - San Jose State University Graduated: December 2014 • B.S., Civil Engineering - University of Engineering & Technology, Taxila, Pakistan Graduated: August 2010 Licenses & Certifications • Licensed EIT Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 30 Appendix Team Member/ Job Title Certification / License / Affiliations Jason Van Ausdal, CBO Building Inspector Plans Examiner Instructor Education • Associates in Business Administration and Management, Stevens Henegar Business College, 1995-1997 Licenses & Certifications • Combination Inspector, State of Utah, License # 339648-5601 • ICC Commercial Combination Inspector • ICC Building Code Specialist • ICC Combination Inspector • ICC Electrical Inspector • ICC Mechanical Inspector • ICC Building Inspector • ICC Certified Building Official • ICC Building Plans Examiner • ICC Plumbing Inspector Christopher Vasquez Elevator Inspector Education • One year of Conveyance Inspector Training • Denver Joint Electrical Apprenticeship Training Center, 1985-1990 • Completed two-year course at Electronic Technical Institute in Denver, CO • Attained Associates Degree in Electronic Technology, 1983 Licenses & Certifications • QEI Certification, NAESA, Cert # C-5713 • State of Colorado Conveyance Inspector, License # CI-1-516 • City of Denver Conveyance Inspector, License #1545330 • State of Colorado Master Electrician, License ME.0029035 • State of Colorado Journeyman Electrician, License JW.0010368 Daniel “Dan” Weed, CBO Chief Building Official Building Inspector Plans Examiner Education • Arizona Building Officials (AZBO) Institute, 1995 – 1999 • Bachelor of Arts in Liberal Arts / Public Speaking, 1986 • Ambassador University, Pasadena, California Licenses & Certifications • ICC Plumbing Inspector UPC • ICC Electrical Plans Examiner • ICC Mechanical Inspector UMC • ICC Mechanical Inspector • ICC Building Code Official • ICC / AACE Property Maintenance and Housing Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Inspector • ICC Combination Inspector - Legacy • ICC Combination Inspector • ICC Building Plans Examiner • ICC Certified Building Official • ICC Accessibility Inspector/Plans Examiner • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Commercial Combination Inspector Robert Wheeler, FPE Fire Protection Engineer Education • B.S. Fire Protection Engineering, University of Maryland Licenses & Certifications • CA Registered PE, No. 1825 • AZ Registered PE, No. 38935 • ND Registered PE, No. 6967 • GA Registered PE No. 17765 • NV Registered PE, No. 24638 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 31 Appendix Team Member/ Job Title Certification / License / Affiliations Heather Whitaker Plans Examiner Licenses & Certifications • Resnet Certified Residential Field Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Commercial Energy Plans Examiner • ICC Building Plans Examiner Pamela “Pam” Whitaker-Sowell Permit Technician Education • Bachelor’s Degree in Business Management • Associate of Science, Business, San Joaquin Della College, 6/2018 Licenses & Certifications • ICC Permit Technician • California State Notary Myron Williams Building Inspector Plans Examiner Education • General Education Courses, Utah Valley State College, 2002 • National Electrical Code, 2002 • Davis Area Technology Center, Kaysville, Utah, 1999 – 2000 • International Building and International Residential Code, 2000 • International Mechanical and International Plumbing Code, 2000 • International Building Plans Examiner, 2000 Licenses & Certifications • Combination Inspector, State of Utah, License #4958496-5601 • ICC Mechanical Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Plumbing Inspector • ICC Mechanical Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Electrical Inspector • ICC Building Plans Examiner • ICC Combination Inspector • ICC Building Inspector • ICC Commercial Combination Inspector The Town of Fountain Hills Shums Coda Associates Plan Check/Building Inspection Services 0 Table of Contents Cover Letter .................................................................................................................................................. 1 General Information ................................................................................................................................. 2 - 3 Experience and Qualifications ................................................................................................................. 4 - 5 Key Positions ................................................................................................................................................ 6 Project Review Timeline ............................................................................................................................... 7 Certifications ............................................................................................................................................ 8 - 9 Appendix .............................................................................................................................................. 10 - 31 The Town of Fountain Hills Shums Coda Associates Plan Check/Building Inspection Services 1 Cover Letter December 30th, 2021 Rob Durham Procurement Administrator 16705 E. Avenue of the Fountains Fountain Hills, AZ 85268 RE: 2021-RFQ-008; RFQ for Plan Check/Building Inspection Services Thank you for the opportunity to present this proposal to provide Plan Check/Building Inspection Services; it is a pleasure to submit our qualifications to the Town of Fountain Hills. We are confident that Shums Coda Associates (SCA) is the firm that has the personnel, experience, and attitude that will be required to successfully provide these “as-needed” services to the Town of Fountain Hills. We are committed to a vision of service excellence that we believe the Town of Fountain Hills shares. Our firm continually receives exceptional reviews from our jurisdictional clients, as well as design professionals, developers and contractors from all size projects and varying complexities. Positive interactions related to our work product is centered in our desire to be more than a mere consultant plan review, inspection, and permit processing firm, but rather a contributing partner, functioning as an extension of Town’s staff. We look to see that projects are successfully completed, on time, within budget, and a reflection of the Town’s codes, ordinances procedures, policies, and directives. A key in those efforts is the ability to create a solid working relationship with your jurisdiction to assist with all aspects outlined in the RFQ document. SCA understands the scope of services to be provided extends beyond technical code expertise, and why our team’s overall ability and qualifications will exceed the minimums being requested; which in turn makes us a good fit to meet the Town’s desires to relieve the peaks in overall projects under review or inspection. The following SOQ will highlight key features and distinguishing points of the SCA team that will assist in this undertaking. SCA was founded on the principal of assisting our municipal partners with staff augmentation and developmental services related to construction review, permitting, inspections and documentation procedures. SCA is committed and ready to provide you with the same care and standard of technical excellence that has been the hallmark of our work since our inception. We intend to provide primary services from our Arizona regional office at 1616 North Litchfield Road, Suite A-210, Goodyear, AZ 85395, with additional support staff being provided from our headquarters and other regional offices. If SCA is fortunate enough to be awarded this contract, we intend to meet and confer with the Town of Fountain Hills’s management team to determine the proper members of our staff needed to complete the services outlined in the RFQ. We will perform the services and adhere to the requirements described in this RFQ. Our team looks forward to answering any additional questions you may have about our firm after you have reviewed this response to the request for qualifications. Sincerely, David Basinger, Architect Christine Godinez Principal/President/CEO COO/Secretary david.basinger@shumscoda.com christine.godinez@shumscoda.com (925) 413-5626 (Cell) (925) 463-0651 (Main Line) Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 2 General Information Shums Coda Associates, Inc., is legally defined as a S-Corporation. Our Federal Tax ID number is 20- 4574991. Our corporate headquarters (principal office) is located at 5776 Stoneridge Mall Road, Suite 150, Pleasanton, CA 94588. We have additional offices at the following locations: • Arizona local regional office at 1616 North Litchfield Road, Suite A-210, Goodyear, AZ 85395 • Northern California - 6381 Auburn Boulevard, Suite H, Citrus Heights, CA 95621 • Southern California - 5208 Weymouth Way, Oceanside, CA 92057 • Northern Utah - 5782 South 920 East, Murray, UT 84121 • Southern Utah - 2284 East 3400 South Street, St. George, UT 84790 • Nevada - 1916 Summit Pointe Drive, Las Vegas, NV 89117 • Colorado – 4610 South Ulster Street, Suite 150, Denver, CO 80237 The following corporate officers are authorized to make these representations on behalf of Shums Coda Associates, the contacts concerning this SOQ, and are located in our corporate headquarters (physical address above): • David Basinger, Principal/President/CEO (Arizona licensed Architect #57859) david.basinger@shumscoda.com (925) 413-5626 (Cell) • Christine Godinez, COO/Secretary christine.godinez@shumscoda.com (925) 463-0651 (Main Line) Shums Coda Associates was established in 2006 (16 years of business in March, 2022), by licensed building professionals with multiple decades of municipal consulting experience. Our core services are building life-safety code reviews, inspections and administrative staffing, on behalf of only jurisdictional clients. We review and inspect all facets of design construction related to code minimums and local amendments, such as: architectural, accessibility, structural, fire-safety, energy, sustainability, mechanical, electrical and plumbing; and have staff to assist with the intake, recording and permitting of construction documents. By selecting Shums Coda Associates, the Town of Fountain Hills will receive an experienced, knowledgeable team with a proven track record of outstanding service. In providing these services, our priority is to be a seamless extension of your staff. We therefore commit to being available for code consultations, on-time delivery of services, and providing cost-effectiveness to the Town through the utilization of focused staff augmentation. We are comprised of licensed architects, engineers, contractors and I.C.C. Certified personnel that have a wealth of code knowledge and experience in design or construction related fields. SCA believes that an understanding of how buildings are designed and constructed is an important element to providing effective code comments that are based on the realities of practical construction. SCA preaches this to our staff and encourages continuing education to maintain our understanding of the ever-changing code requirements and amendments. We have seen there can be a great deal of interpretation applied to how requirements are enforced, so SCA staff continues to find value in learning the history and intent of code language to assist with accurately applying it to our review and inspections (with final determinations clearly coming from the Town staff). Shums Coda Associates takes this commitment to code content further, as we continue to expand our involvement in various code training and education offerings. For example, SCA continues to participate in the AZBO Education Board and training and provide similar roles and leadership to the Southern Nevada ICC EduCode training event, Utah ABM and Chapter training, and the Sacramento Valley Association of Building Official Minstitute annual event. At the end of 2020, Shums Coda Associates was Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 3 General Information also fortunate to acquire the Colorado Code Consulting company that was owned by Mr. Steve Thomas, who provides national education and training offerings throughout the United States. This demonstrates SCA’s commitment to knowledge through education with all things related to the model Building Codes. Our belief is that code should be understood by our staff to a level where they can explain to our clients (and their applicants), as well as the how and why it applies to their specific project. We strive to meet this level with our reviews and inspections, and we continue to offer on-line, or in-person training, to improve that code understanding internally with our staff and the industry. With regional offices throughout Arizona (Goodyear), California (Sacramento/Oceanside), Nevada (Las Vegas), Utah (St. George/Murray) and Colorado (Denver), you will find SCA has nearly one-hundred employees available to assist the Town of Fountain Hills with plan review and inspection needs outlined in the RFQ. Our preference is to utilize local staff to provide the plan review services, but with the Coronavirus pandemic, we have expanded our electronic plan review capacity to be able to review projects from any of our offices. This will mean that we can provide even greater degree of expertise for unusual systems related to structural, mechanical, plumbing or electrical, as well as accessibility or sustainability reviews. It also affords us the ability to utilize staff from all locations to ensure that reviews are completed on timelines established by the Town. We have been providing electronic plan reviews for many years now, and are comfortable with reviewing plans under several formats. We have also provided inspection services via electronic devices, and are capable of completing inspections remotely, or via drone, if desired by the Town. SCA looks forward to continuing that discussion related to software, hardware and process the Town uses currently (or would like to implement), as part of our next step in this response to the RFQ. Our standard plan review and inspections result in lists of comments which refer to specific detail, drawing or location in the building, and reference applicable code sections for each item cited. We prefer (if allowed by the Town policies) to expedite or clarify plan review items by contacting the applicant/designers and communicating directly, using the most advantageous media available, to resolve issues. Similarly, we encourage our inspectors to be available for contractor/owners to answer the phone calls of clarification for specific correction items. In today’s development climate a brief phone call, or a thirty-minute online meeting can save weeks of back-and-forth delays to obtain minimum code compliance and approvals. We understand that there can be limitations in the applicant’s technology or jurisdictional inter-department review process, which sometimes prohibit these methods from being implemented with every project. With either approach being implemented, SCA understands and intends to route all communication/comment letters (first or concurrently) through Town of Fountain Hills, as directed by your staff. All reviewed and approved documents shall be returned to the Town after the plan review or inspection process is completed, and input into the tracking software as directed by Fountain Hills staff. This should demonstrate Shums Coda Associates experience with the plan review and inspection services outlined in the Fountain Hills RFQ. We are a large enough corporation, that we do not typically utilize any sub-consultants to complete these services, and do not anticipate using any for the services requested. We will also note that in our nearly sixteen years of business, we have not had any contract or subcontract terminated. Further, we have had no claims arising from a contract that resulted in litigation or arbitration since our inception as a corporation. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 4 Experience and Qualifications Shums Coda Associates provides services similar to those outlined in the RFQ, to over 100 jurisdictions in ten states across the Country (AZ, CA, NV, UT, CO, TN, MN, ID, WA and WY). However, per the instructions provided, we provide the following three jurisdictions that examples of municipalities similar in size to Fountain Hills and/or similar in types of plan reviews and inspection services being requested (although Casa Grande demonstrates the versatility of our team to review large-scale projects in predominately residential/commercial retail City): Project Name Buckeye – plan review and inspection services Name of Company or Organization City of Buckeye Contact Name Mike Izzo, CBO Contact address, Telephone Number and Email 530 E. Monroe Ave., Buckeye, AZ 85326 (623) 349-6200 (main) mizzo@buckeyeaz.gov Type of Service Provided Residential, commercial, industrial and educational plan reviews and inspection services, with some fire reviews, and providing an Acting Building Official Date of Contract initiation and expiration 2017 – present Description of Project. Provided Acting Building Official, that was eventually hired as current CBO; provided plan review and inspection services during the period were Buckeye was the second fastest growing jurisdiction in the US. Significant project plan reviews set-up to hold meetings with applicants to explain comments and provide additional directions to approve larger plan reviews in two cycles. More significant projects are FiveBelow and Ross distribution centers, three new school projects, APS West Valley facilities and new City Police Training Facility. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 5 Experience and Qualifications Project Name Cherry Hills Village – plan review and inspection services Name of Company or Organization Cherry Hills Village Contact Name Paul Workman, Planning Manager Contact address, Telephone Number and Email 2450 E. Quincy Ave., Cherry Hills Village, CO 80113 (303) 783-2721 pworkman@cherryhillsvillage.com Type of Service Provided Building plan review and inspection services Date of Contract initiation and expiration 1994 – 2019 (as Colorado Code Consulting), and 2019 – present (recently renewed under SCA) Description of Project. Provide large-scale residential plan review and inspections for a predominantly residential community of custom homes (usually over 5,000-sq. ft. in size). Project Name Casa Grande - Lucid Electric Car Manufacturing Facility Plan Review (Phases 1 and 2) Name of Company or Organization City of Casa Grande Contact Name Brian Tardif, CBO Contact address, Telephone Number and Email 510 E. Florence Blvd., Casa Grande, AZ 85122 (520) 421-8630 (main) Brian_Tardif@casagrandeaz.gov Type of Service Provided Building and Fire Plan Review Date of Contract initiation and expiration 2019 – expected to continue to completion of project sometime in 2023 Description of Project. +3 million sq. ft. of new auto manufacturing, offices, café/break/conference and hazardous materials, as well as site development, fire sprinkler and alarm reviews, with AMMR’s and weekly review meetings with City, contractors and design team to streamline reviews and assure complete re-submittals. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 6 Key Positions SCA will utilize our local Arizona staff to fill key personnel roles requested in the RFQ. Our Arizona Regional Manager, Ms. Barbara Rice, CBO/FM, will serve as the local point of contact and Project Manager for the Fountain Hills services. Further, our CEO and Arizona licensed architect, Mr. David Basinger and our COO, Ms. Christine Godinez, will be additional points of contact for technical assistance (as needed) and contract/invoicing information. The day-to-day team is proposed to be as follows: A. Support Team – Justine Cornelius, Lisa O’Malley will be the primary and local plans examiner managers for Fountain Hills. We will also utilize senior plans examiners Martin Haeberle, Tom Haney and Myron Williams as additional review team members for Fountain Hills, as they have all provided extensive plan reviews in the Valley of the Sun for decades. All of these staff members are full-time employees of SCA. B. Additional Support staff – Although all of the Shums Coda Associates family will be collectively available to provide these services to Fountain Hills, we anticipate (as is our preference) to primarily utilize our systems specific plan review team for additional plan review support. Therefore, David Logsdon, Russ Mora or Dean Kuenzi are available for electrical systems review. We have Jason Van Ausdal and Jody Hilton to review mechanical and plumbing systems, and Hope Media or Gil Rossmiller to assist with energy compliance issues. Finally, we have a large structural engineering team to assist on engineering issues, headed by our Project Engineer Kurt McMullin, and additional engineer plan check staff of Su Fong, Mariam Umair or Ryan Loh. C. SCA does not anticipate utilizing any subcontractor for any of the proposed services in the RFQ. D. We will provide additional resume/certifications for the rest of our staff and key inspectors for the Fountain Hills work. We have not designated a specific inspector currently for these services, as we would need to discuss number of inspection hours needed for the services, and what would be considered appropriate certification and experience for our inspection team. SCA would then select from our local team the personnel that we believe would be a good fit for inspections, and anticipate an interview from Town staff prior to assigning them to complete the work. It is our belief that working within the jurisdiction requires an understanding of the role and acceptance by the Town staff they will interact with, prior to ever completing an inspection. Inspections are all conducted by ICC certified inspectors. The inspections will be completed within one business day from the time we receive the request. We believe in being service oriented and not the building police. We will work with the contractors and homeowners to bring a building into compliance with the applicable code whenever we can. It is our philosophy that inspections are educational opportunities to explain the purpose of the code and why certain things are required by the code. We will spend additional time explaining the purpose of a code requirement whenever necessary. Our inspectors provide their cell phone numbers to the contractors and homeowners if a question arises in the field. It is important the lines of communication are maintained open. We want to do whatever we can to ensure safe buildings while helping to get project completed on time and under budget. We pride ourselves on being problem solvers and not problem makers. Our goal is to get to yes and comply with the intent of the code. SCA will provide emergency disaster response when required. We will utilize the ATC-20 rapid assessment process to evaluate the habitability of a structure. We will post the property with the appropriate placard to indicate whether the building can be occupied or not. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 7 Project Review Timeline SCA’s plan review reports will reference sheets and code sections that are applicable form each comment. We would typically email the electronic reviews to the Town for distribution to the applicant, but we can also directly/simultaneously provide the owner, contractor, architect and/or the engineer with the same electronic list of items needing correction. Our comment lists should be self-explanatory, but our review team will remain available during working hours (and often off-hours) to provide any additional clarification/discussion needed of the applicable building code section, ordinances, or regulation. We will provide a similar list at each cycle of the review process, but typically most reviews are resolved in one or two cycles, with perhaps a quick third review of a remaining comment (or two). When a review remains extensive at a third (or longer) review cycle, SCA staff will reach out to the Town of Fountain Hills staff to discuss the overall items of concern and look for direction on any alternative methods to keep the project review moving in a positive direction. With these difficult reviews, SCA is not opposed to online video conferences to share and discuss the code concerns with the Town of Fountain Hills’s staff and the applicant – hopefully to assist in receiving a more complete resubmittal with the next review. With each review cycle, SCA will provide a cover letter/transmittal that includes the following information: • The address, Town permit number, description, use, and type of construction. • A list of all plans and documents received for review and the associated dates they were received. Once the final plan review is completed and ready for approval, SCA will electronically stamp the plans and the supporting documents and return them to the Town, along with our letter of completion. It should be noted that our approval stamp can be modified to suit the desired information needed by the Town of Fountain Hills. Shums Coda is proficient in many various electronic plan review and web-based tools. We typically utilize the Bluebeam product for our reviews but can provide our review comments on any of the other comparable platforms, and even embed the comments into the electronic plan sheets (if desired). SCA would look to the Town of Fountain Hills to provide guidance on the preferred method of electronic comments to be received. However, it should be noted that SCA can also review paper plans when submitted. In those instances, we would provide courier to pick-up and drop-off the plans at the Town offices (as needed). Type of Plan Review Timeframes Initial Review Recheck Single-Family 7-10 business days 5 business days Multi-Family 10-15 business days* 5 business days Commercial 10-15 business days* 7 business days* * Some project may require additional time because of size or complexity of the project; SCA would reserve the right to review those projects under a longer schedule when mutually agreed upon with the Town of Fountain Hills (prior to the beginning the review process). However, we pride ourselves to be able to customize our services to fit the Town’s needs and could potentially expedite reviews when requested. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 8 Certifications Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 9 Certifications Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 10 Appendix David Basinger, Architect Principal / CEO Education Bachelor of Architecture (with an emphasis on urban redevelopment), California Polytechnic State University at San Luis Obispo Licenses & Certifications Registered Architect, State of California, License No. C25605 Registered Architect, State of Arizona, Registration No. 57859 Registered Architect, State of Nevada, License No. 7116 Registered Architect, State of Utah, License No. 10180242-0301 Registered Architect, State of Colorado, License No. 406323 Registered Architect, State of Hawaii, License No. 17696 Registered Architect, State of Washington, License No. 12600 NCARB Certified, No. 77371 ICC Building Plans Examiner Memberships A.I.A. Member PROFFESSIONAL SUMMARY David Basinger is a licensed Architect in multiple States and is the original founder of Shums Coda Associates in 2006. David has over 30 years of professional experience associated with architectural design and as a building code and life-safety plans examiner. PROFESSIONAL EXPERIENCE Principal/ CEO ------------------------------------------------------ 2006 - Present Shums Coda Associates, Pleasanton, CA Manages plan review, inspections and permitting services for numerous complex commercial, industrial, educational, medical, hazardous and a variety of multi-family residential construction projects. David has served as Acting Building Official or provided in-house plan review services for numerous jurisdictions in California, such as Mountain View, Fremont, Santa Clara, Sunnyvale, Menlo Park, Dublin, and Danville. Arizona Regional Office Manager --------------------------------- 2004 - 2006 Linhart Petersen Powers Associates, Phoenix, AZ Promoted to establish and serve as Arizona Regional Manager of the three separate company offices in Arizona: Phoenix, Tucson, and Window Rock. Provided assistance with large-scale plan review and inspection services, jurisdiction counter reviews and assistance, and special projects supervisor. Influential in taking the Arizona effort from a single client to over two dozen clients in a two-year period, managing eleven employees and three business lines. Senior Plans Examiner/Senior Associate ------------------------ 1991 - 2004 Linhart Petersen Powers Associates, Phoenix, AZ Provided plan reviews, and jurisdictional in-house/counter reviews and technical assistance for projects in California, Arizona, Nevada, Washington, and Idaho. Managed several large-scale developments as a project supervisor, and often provide code consultations for complex mixed- use/redevelopment or historical submittals. Served as primary manager for the jurisdictions of Mountain View, Danville and Dublin, California. Projects reviewed include campus designs for Microsoft, Veritas, Google, Alza Pharmaceuticals and other high-tech or bio-tech related businesses, as well as several mid-rise or high-rise multi-family complexes. Architect ----------------------------------------------------------------- 1989 - 1991 Linhart Engineering, Livermore, CA Completed architectural and structural engineering design for residential, commercial, and light industrial structures in the San Francisco Bay Area. Duties included design, drafting, structural calculations, building surveys, jobsite visits and structural reviews. Also performed field assessments of URM structures and equipment anchorage calculations for pumps, racks, and tanks. Shums Coda Associates Building Life-Safety Plan Review and Inspection Permit Technician Services Building Department Augmentation Fire Protection Engineering Civil Engineering Follow SCA on LinkedIn Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 11 Appendix Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 12 Appendix Team Member/ Job Title Certification / License / Affiliations Russell Adams, CBO Plans Examiner Building Inspector Education • Associate of Arts – Humanities, Santa Rosa Junior College, 2007 Licenses & Certifications • California Office of Emergency Services: Safety Assessment Program Coordinator • California Office of Emergency Services: Safety Assessment Program Evaluator • ICC Residential Mechanical Inspector • ICC California Commercial Building Inspector • ICC California Residential Building Inspector • ICC Commercial Building Inspector • ICC Residential Combination Inspector • ICC Plumbing Inspector • ICC Residential Plumbing Inspector • ICC Commercial Plumbing Inspector • ICC California Residential Electrical Inspector • ICC California Commercial Plumbing Inspector • ICC California Residential Combination Inspector • ICC Residential Building Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Building Inspector • ICC California Residential Mechanical Inspector • ICC Residential Electrical Inspector • ICC California Residential Plumbing Inspector • ICC Plumbing Plans Examiner • ICC Permit Technician • ICC Commercial Electrical Inspector • ICC Commercial Mechanical Inspector • ICC Mechanical Plans Examiner • ICC Mechanical Inspector • ICC Commercial Combination Inspector • ICC Combination Inspector • ICC California Commercial Electrical Inspector • ICC California Commercial Mechanical Inspector • ICC California Combination Inspector • ICC California Commercial Combination Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Electrical Inspector • ICC Building Plans Examiner • ICC California Building Plans Examiner • ICC Fire Plans Examiner • ICC Commercial Energy Inspector • ICC Master Code Professional • ICC Certified Building Official • ICC Mechanical Code Specialist • ICC Building Code Specialist • ICC Permit Specialist • ICC Plumbing Code Specialist • ICC Building Codes and Standards Module • ICC Legal Module • ICC Management Module Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 13 Appendix Team Member/ Job Title Certification / License / Affiliations Troy Alvord Building Inspector Licenses & Certifications • ICC California Commercial Plumbing Inspector • ICC Combination Inspector - Legacy • ICC California Commercial Electrical Inspector • ICC Building Inspector • ICC California Commercial Building Inspector • ICC Plumbing Inspector UPC • ICC California Residential Electrical Inspector • ICC Plumbing Inspector • ICC Electrical Inspector • ICC Mechanical Inspector UMC • ICC California Commercial Mechanical Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Mechanical Inspector • ICC California Residential Plumbing Inspector • ICC California Residential Building Inspector • ICC California Residential Mechanical Inspector • ICC California Commercial Combination Inspector • ICC California Residential Combination Inspector • ICC California Combination Inspector • ICC Combination Inspector • ICC Commercial Combination Inspector Richard Ames, CBO Plans Examiner Building Inspector Education • Bachelor of Liberal Arts, Cal State Hayward/East Bay College of San Mateo Licenses & Certifications • ICC Accessibility Inspector/Plans Examiner • ICC Building Code Official • ICC Plumbing Inspector UPC • ICC Certified Building Official • ICC Mechanical Inspector UMC • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Combination Inspector • ICC Building Inspector • ICC Combination Inspector - Legacy • ICC Building Plans Examiner • ICC Electrical Inspector • ICC Residential Plans Examiner • ICC Building Code Specialist • ICC Commercial Combination Inspector • ICC Fire Plans Examiner • ICC Commercial Energy Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Master Code Professional Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 14 Appendix Team Member/ Job Title Certification / License / Affiliations Herman “Gene” Ashdown, CBO Senior Building Inspector Education • Building Inspection Technology, Cosumnes River College, 1997-2001 • Bachelor of Arts in Health and Safety Studies, California State University, Sacramento, 1978- 1981 Licenses & Certifications • CALBO Building Official Certification • CA OES SAP Evaluator and Coordinator • ICC Mechanical Inspector UMC • ICC California Commercial Building Inspector • ICC Plumbing Inspector UPC • ICC California Residential Mechanical Inspector • ICC Plumbing Inspector • ICC California Commercial Plumbing Inspector • ICC California Commercial Mechanical Inspector • ICC Mechanical Inspector • ICC California Residential Building Inspector • ICC California Residential Plumbing Inspector • ICC Building Inspector Alberto Barrios Marquez, PE MEP Plans Examiner Education • B.S., Mechanical/Electrical Engineering, University of Guadalajara, GDL., Jalisco, México, 1999 Licenses & Certifications • Professional Engineer, State of Colorado, License # PE.0041140 • Master Electrician, State of Colorado, License # ME.0026505 • Certified Spanish Translator/Interpreter • LEED AP BD+C, U.S. Green Building Council • ICC Building Plans Examiner • ICC Mechanical Plans Examiner • ICC Plumbing Plans Examiner Cedar Brannon Building Inspector Education • 18 hours of college credits, College of Southern Nevada, 1994 • Southern Nevada School of Real Estate, Las Vegas, NV, 2000 Licenses & Certifications • ICC Permit Technician • ICC Commercial Plumbing Inspector • ICC Residential Building Inspector • ICC Residential Plumbing Inspector • ICC Plumbing Inspector John Henry Brannon Building Inspector Education • Associate of Science, Computer Science, Dixie College, St George, Utah Licenses & Certifications • Building Inspector, State of Utah • Contractor, State of Utah • ICC Commercial Plumbing Inspector • ICC Commercial Building Inspector • ICC Mechanical Plans Examiner • ICC Residential Plans Examiner • ICC Residential Mechanical Inspector • ICC Plumbing Inspector • ICC Residential Electrical Inspector • ICC Building Plans Examiner • ICC Residential Plumbing Inspector • ICC Residential Building Inspector • ICC Building Inspector • ICC Residential Combination Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 15 Appendix Team Member/ Job Title Certification / License / Affiliations Jason Bullock Utah Regional Manager Education • B.S., Business Administration, University of Phoenix, 1999 Licenses & Certifications • ICC Building Plans Examiner • ICC Combination Inspector • ICC Electrical Inspector • ICC Building Inspector • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Commercial Combination Inspector Corey Bundy, CBO Building Inspector Plans Examiner Education • Utah Seismic Safety, Commission Safety Assessment Program Certification • State of Utah Department of Commerce Active Licensure Licenses & Certifications • ICC Building Inspector • ICC Certified Building Official • ICC Combination Inspector • ICC Mechanical Inspector UMC • ICC Fire Inspector I • ICC Accessibility Inspector/Plans Examiner • ICC Combination Inspector - Legacy • ICC Commercial Energy Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Mechanical Inspector • ICC Plumbing Inspector • ICC Electrical Inspector • ICC Fire Plans Examiner • ICC Building Plans Examiner • ICC Building Code Specialist • ICC / AACE Property Maintenance and Housing Inspector • ICC Zoning Inspector • ICC Permit Technician • ICC Permit Specialist • ICC Fire Inspector II • ICC Fire Code Specialist • ICC Master Code Professional • ICC Commercial Combination Inspector Randall “Randy” Capra, FPE Fire Code Plans Examiner Education • B.S. in Business, Bellevue University, Omaha, NE, 2010 • Associates in Fire Sciences, Red Rocks Community College, Lakewood, CO, 2006 Licenses & Certifications • Fire Protection Engineering Technology Fire Alarm Systems-National Institute for Cert. in Engineering Technology (NICET) Level 1 • Fire Protection Engineering Technology Automatic Sprinkler System Layout – NICET Level 1 • Fire Protection Engineering Technology Special Hazards Suppressions Systems – NICET Level 1 • Fire Protection Engineering Technology Inspection and Testing of Water- Based Systems – NICET Level 1 • National Fire, Arson, & Explosion Investigation Training – NAFI Certified • Fire Officer II, State of CO Division of Fire Safety • Fire Instructor, State of CO Division of Fire Safety • National Fire Academy and FEMA Classes • ICC Fire Plans Examiner • ICC Fire Inspector II Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 16 Appendix Team Member/ Job Title Certification / License / Affiliations Erin Carroll, EIT Plan Check Engineer Education • B.S, Industrial Engineering, Clemson University, Clemson, SC Licenses & Certifications • Registered Engineer in Training State of Maryland, No. 50013 Sheri Cerise Fire Code Plans Examiner Licenses & Certifications • ICC Permit Technician Tracy Christensen Building Inspector Licenses & Certifications • Combination Inspector, State of Utah, License # 330601-5601 • ICC Residential Electrical Inspector • ICC Commercial Combination Inspector William “Bill” Clayton, CBO Plans Examiner Building Inspector Instructor Code Consultant Education • General Studies and Agriculture, Clackamas Community College, Oregon City, OR • General Studies, Physical Education & Music, Mt. Hood Community College, Gresham, OR Licenses & Certifications • ICC Mechanical Inspector UMC • ICC Building Inspector • ICC Certified Building Official • ICC Plumbing Inspector • ICC Residential Fire Sprinkler Inspector/Plans Examiner • ICC Building Plans Examiner • ICC /AACE Property Maintenance and Housing Inspector • ICC Plumbing Inspector UPC • ICC Building Code Official • ICC Accessibility Inspector/Plans Examiner • ICC Housing Code Official • ICC Residential Energy Inspector/Plans Examiner • ICC Mechanical Inspector • ICC Building Code Specialist Michael “Mike” Coldiron, CBO Senior Building Inspector Licenses & Certifications • ICC Building Plans Examiner • ICC Permit Technician • ICC Plumbing Inspector UPC • ICC Building Inspector • ICC Structural Steel and Bolting Special Inspector • ICC Combination Inspector - Legacy • ICC Electrical Plans Examiner • ICC Mechanical Inspector UMC • ICC Electrical Code Official • ICC Certified Building Official • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Commercial Combination Inspector • ICC Combination Inspector • ICC Building Code Official • ICC Electrical Inspector • ICC Residential Plans Examiner • ICC Permit Specialist • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Residential Energy Inspector/Plans Examiner Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 17 Appendix Team Member/ Job Title Certification / License / Affiliations James “Jim” Conway Electrical Inspector Education • Soares Grounding – 1999, 2005-2007 • One- & Two-Family NEC – 1999-2017 • Photovoltaic Power System – 1994, 1997-2005 • Mountain States Employers Council, Inc. – 1997 • Management & Supervisory Classes-City & County of Denver – 1986-1987 • International Fire Code Institute – 2006-2007 Licenses & Certifications • Master Electrician, Colorado License, ME 2327 Brian Cook, MCP, CBO Plans Examiner Licenses & Certifications • Master Electrician, State of Colorado, License No. ME.0026247 • Journeyman Electrician, State of Colorado, License No. JW.0101271 • ICC Commercial Combination Inspector • ICC Commercial Energy Inspector • ICC Residential Building Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Building Inspector • ICC Mechanical Inspector • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Residential Combination Inspector • ICC Commercial Building Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Electrical Plans Examiner • ICC Electrical Inspector • ICC Commercial Mechanical Inspector • ICC /AACE Property Maintenance and Housing Inspector • ICC Residential Electrical Inspector • ICC Building Plans Examiner • ICC Master Code Professional • ICC Combination Inspector • ICC Commercial Electrical Inspector • ICC Certified Building Official • ICC Commercial Plumbing Inspector • ICC Commercial Energy Plans Examiner • ICC Plumbing Inspector • ICC Residential Plumbing Inspector • ICC Residential Mechanical Inspector • ICC Residential Plans Examiner Justine Cornelius Building Inspector Plans Examiner Licenses & Certifications • ICC Permit Technician • ICC Building Inspector • ICC Spray Applied Fire Proofing Special Inspector • ICC Structural Masonry Special Inspector • ICC Residential Plans Examiner Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 18 Appendix Team Member/ Job Title Certification / License / Affiliations Matthew Coyle Building Inspector Education • Wilrick Institute of Technology • Carpenters Apprenticeship Training CTCNC Licenses & Certifications • Certified Welding Inspector (CWI), American Welding Society (AWS), Cert. No. 11121141 • ACI Concrete Field Testing Technician – Grade I, American Concrete Institute, Certification ID: 01212973 • ICC Structural Steel and Bolting Special Inspector • ICC Reinforced Concrete Special Inspector • ICC Mechanical Plans Examiner • ICC Structural Masonry Special Inspector • ICC California Commercial Building Inspector • ICC California Residential Electrical Inspector • ICC California Commercial Electrical Inspector • ICC Electrical Plans Examiner • ICC California Building Plans Examiner • ICC Prestressed Concrete Special Inspector • ICC Electrical Inspector • ICC Combination Inspector Elvin “Chuck” DeVorss, CBO Plans Examiner Education • Associates of Science – Construction Inspection, Pasadena City College, 1994 • Certificate – Building Inspection and Plan Review, University of Nebraska Licenses & Certifications • ICC Reinforced Concrete Special Inspector Legacy • ICC Certified Building Official • ICC Building Plans Examiner • ICC Building Inspector • ICC Electrical Plans Examiner • ICC Mechanical Inspector UMC • ICC Commercial Electrical Inspector • ICC Plumbing Inspector • ICC Commercial Building Inspector • ICC Commercial Energy Plans Examiner • ICC Residential Electrical Inspector • ICC Combination Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Commercial Energy Inspector • ICC Mechanical Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Master Code Professional • ICC Structural Masonry Special Inspector • ICC Electrical Inspector • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Commercial Combination Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 19 Appendix Team Member/ Job Title Certification / License / Affiliations Alan Ellis, CBO Nevada Client Liaison Manager Education • MBA, University of Phoenix, Las Vegas, NV, 2004 • B.A., Social Science, Michigan State University, East Lansing, MI, 1977 Licenses & Certifications • Fire Inspector, Uniform Fire Code Association • Fire Inspector, International Fire Code Institute • Fire Inspector III, NFPA issued by the Office of the Nevada State Fire Marshal • Plans Examiner II, NFPA issued by the Office of the Nevada State Fire Marshal • Fire Inspector II, Office of the Nevada State Fire Marshal • Fire Inspector I, Office of the Nevada State Fire Marshal • Medical Gas Inspector – National Pipefitters Council • ICC Certified Building Official • ICC Fire Inspector II • ICC Building Inspector • ICC Building Plans Examiner • ICC Building Code Specialist Rouhi El-Rabaa, PE, CASp Plan Check Engineer Education • Bachelor’s in Civil Engineering, California State University, Los Angeles Licenses & Certifications • Professional Civil Engineer, State of California, License # 92565 • Certified Access Specialist (CASp), Cert # CASp-973 • ICC Building Plans Examiner Ali Fatapour, PE, CBO Interim Building Official Education • M.S., Structural Engineering – California State University, San Jose • B.S., Civil Engineering – California State University, San Jose Licenses & Certifications • Professional Civil Engineer, State of California, No. C40671 • ICC Certified Building Official • ICC Building Plans Examiner Jeffrey Finn, SE Education • B.S. Civil and Environmental Engineering, Cornell University, Ithaca, NY, 1985 • M.E. (Civil), Structural Emphasis Cornell University, Ithaca, NY, 1986 Licenses & Certifications • Professional Structural Engineer, State of Arizona, No. 50541 • Professional Structural Engineer, State of Nevada, No. 22503 • NCEES Model Law Structural Engineer, No. 39782 Su Fong, PE Plan Check Engineer Education • M.S. Civil Engineering, San Jose State University, 2014 • B.S. Architectural Engineering, California Polytechnic State University, 2011 Licenses & Certifications • Professional Civil Engineer, State of California, No. 89055 (expires 09/30/2022) • ICC Building Plans Examiner William “Bill” Gardner Elevator Inspector Education • B.S., Business Administration – University of S. Dakota Licenses & Certifications • NAESAI QEI Certification, State of Colorado, No. C-2041 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 20 Appendix Team Member/ Job Title Certification / License / Affiliations Dean Gesualdo Building Inspector Licenses & Certifications • Master Electrician, Clark County, NV • ICC Commercial Building Inspector • ICC Commercial Plumbing Inspector • ICC Electrical Inspector • ICC Residential Building Inspector • ICC Residential Electrical Inspector • ICC Building Inspector • ICC Plumbing Inspector • ICC Residential Plumbing Inspector Roger Gier, CBO Nevada Client Liaison Manager Education • B.S., Business Administration, University of Phoenix, Las Vegas NV, 2001 Licenses & Certifications • ICC Certified Building Official • ICC Mechanical Inspector UMC • ICC Mechanical Inspector • ICC Combination Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Plumbing Inspector UPC • ICC Building Inspector • ICC Commercial Combination Inspector Martin Haeberle, CBO Senior Building Inspector Plans Examiner Chief Building Official Education • ADA Coordinator, University of Missouri • Commercial/Residential Heating Ventilation and Refrigeration Systems - Kansas City Technical College Licenses & Certifications • FEMA Emergency Management Certification • Building Inspector License, State of Utah. No. 6597488-5602 • ICC Residential Electrical Inspector • ICC Building Inspector • ICC Commercial Electrical Inspector • ICC Building Plans Examiner • ICC Certified Building Official • ICC Residential Plumbing Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Commercial Mechanical Inspector • ICC Commercial Plumbing Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Code Specialist Tom Haney, FPE, CBO Plans Examiner Manager Licenses & Certifications • Fire Protection Engineer, State of California, No. 1926 • Building Official • Mechanical Inspector • Residential Mechanical Inspector • Building Inspector • Plumbing Inspector • Building Inspector UBC • Mechanical Inspector UMC • Plumbing Inspector UPC Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 21 Appendix Team Member/ Job Title Certification / License / Affiliations Patrick Haniger Building Inspector Education • Building Technology Certificate, College of San Mateo • A.S., Building Technology College of San Mateo Licenses & Certifications • ICC Plumbing Inspector UPC • ICC Commercial Electrical Inspector • ICC Residential Building Inspector • ICC Mechanical Inspector UMC • ICC Commercial Building Inspector • ICC Building Inspector Landan Hansen Building Inspector Plans Examiner Education • Snow College, Ephraim Utah, 2005 Licenses & Certifications • ICC Residential Building Inspector • ICC Residential Plumbing Inspector • ICC Residential Mechanical Inspector • ICC Commercial Electrical Inspector • ICC Commercial Mechanical Inspector • ICC Mechanical Inspector • ICC Commercial Plumbing Inspector • ICC Commercial Building Inspector • ICC Plumbing Inspector • ICC Commercial Combination Inspector • ICC Building Inspector Jeff Hedman, SE Plans Check Engineer Education • B.S Civil Engineering, University of Utah • AA, General Studies, Dixie State University Licenses & Certifications • Professional Structural Engineer, State of Utah, License # 5338635-2203 Jody Hilton, CBO Chief Building Official Plans Examiner Manager Education • ICBO Plans Building Code Class’s Salt Lake Community College • Examiner Class, Whittier, California • Utah Valley Community College Licenses & Certifications • ICC Commercial Combination Inspector • ICC Building Code Specialist • ICC Building Plans Examiner • ICC Commercial Energy Plans Examiner • ICC Combination Inspector • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Building Inspector • ICC Certified Building Official • ICC Electrical Inspector Richard “Rick” Hollander Building Inspector Education • IAEI Training Seminars Licenses & Certifications • ICC Electrical Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 22 Appendix Team Member/ Job Title Certification / License / Affiliations Cody Illum Building Inspector Licenses & Certifications • ICC Commercial Mechanical Inspector • ICC Residential Electrical Inspector • ICC Residential Mechanical Inspector • ICC Residential Plumbing Inspector • ICC Commercial Electrical Inspector • ICC Commercial Building Inspector • ICC Residential Building Inspector • ICC Commercial Plumbing Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Residential Combination Inspector • ICC Combination Inspector • ICC Commercial Combination Inspector Nicole Johnson Permit Technician Education • Bachelor’s Degree: Geography, Urban & Metropolitan Planning, California State University, 2015-2017 • Los Rios Community College 2013-2015, Transfer degree received Licenses & Certifications • ICC Permit Technician Vincent “Vince” Juanitas Building Inspector Licenses & Certifications • ICC Residential Building Inspector • ICC Residential Plumbing Inspector Daniel “Dan” Kishpaugh Senior Plans Examiner Education • Bachelor’s degree, History - University of Nevada, Reno, 1983 • Plan Review Institute - Whittier, California, 1996 • Building and Fire Code Plan Review - National Fire Academy, 1999 • Fire Structures and Systems Course - National Fire Academy, 2001 • Building Official’s Institute - Portland, Oregon, 2004 Licenses & Certifications • ICC Mechanical Inspector UMC • ICC Plumbing Inspector UPC • ICC Electrical Inspector • ICC Building Plans Examiner Terry Knox, MBA Director, Business Development Education • Master of Business Administration – Construction Management • Bachelor of Science - Construction Building Inspection Technology, Business Administration • Structural Engineers Association -Methodology • Associate of Arts- Housing Inspection Awards • Helen Putnam Award for Excellence for Government Efficiency and Responsiveness • California Building Official (CALBO) Hall of Fame Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 23 Appendix Team Member/ Job Title Certification / License / Affiliations Dean Kuenzi, CBO Plans Examiner Building Inspector Education • A.S. Degree in Energy Systems – Photovoltaics, Diablo Valley College, Pleasant Hill, CA, June 2014 • B.S. Degree, Colorado State University – Global, January 2019 – Present (Expected 2022) Licenses & Certifications • NABCEP Entry Level Certification (Photovoltaic) • Post-Disaster Safety Assessment Program (SAP) • ICC Commercial Electrical Inspector • ICC Combination Inspector • ICC Commercial Energy Plans Examiner • ICC Residential Plans Examiner • ICC Commercial Building Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Fire Plans Examiner • ICC Residential Mechanical Inspector • ICC Master Code Professional • ICC Certified Building Official • ICC Building Plans Examiner • ICC Fuel Gas Inspector • ICC Residential Electrical Inspector • ICC Commercial Plumbing Inspector • ICC Residential Plumbing Inspector • ICC Residential Building Inspector • ICC Commercial Mechanical Inspector • ICC Plumbing Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Building Inspector • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Code Specialist • ICC Plumbing Code Specialist • ICC Residential Combination Inspector • ICC Commercial Combination Inspector David Logsdon Plans Examiner Licenses & Certifications • Maryland Statewide Master Electrician License, State of Maryland • Safety and Health Practitioner, State of Nevada Division of Industrial Relations • Certified Electrical Inspector: Residential and Commercial, State of Maryland • Associated Builders and Contractors- Electrical 4-year Program • ICC Residential Electrical Inspector, Certification # 5317382-E1 • ICC Electrical Plans Examiner, Certification # 5317382 • ICC Commercial Electrical Inspector, Certification # 5317382-E2 • ICC Electrical Inspector, Certification # 5317382 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 24 Appendix Team Member/ Job Title Certification / License / Affiliations Jerry Long Building Inspector Plans Examiner Education • B.S Industrial Technology, University of Wisconsin – Stout • Ski Area Management Leadership Training, Colorado Mountain College Licenses & Certifications • ICC Building Inspector • ICC Residential Mechanical Inspector • ICC Commercial Plumbing Inspector • ICC Residential Building Inspector • ICC Commercial Building Inspector • ICC Commercial Mechanical Inspector • ICC Building Plans Examiner • ICC Residential Plumbing Inspector • ICC Plumbing Inspector • ICC Mechanical Inspector Xin Lui, FPE Fire Protection Engineer Education • M.S., Fire Protection Engineering, University of Maryland, College Park, MD • B.S., Fire Protection Engineering, State Key Laboratory of Fire Science, University of Science and Technology of China Licenses & Certifications • Registered Professional Engineer, State of California, NO. 1698 Alain Mamada, FPE Fire Protection Engineer Education • M.S., Fire Protection Engineering, California Polytechnic State University • B.T Mechanical Engineering University of Johannesburg Licenses & Certifications • Registered Professional Engineer State of California. No. 1935 James “Jim” McGinley Building Inspector Education • Bachelor of Science Degree, Business Administration/ Marketing, San Diego State University • Construction Practices and Procedures, San Jose State University College of Extended Studies • Certificate of Proficiency in Concrete Construction Inspection, San Diego State University College of Extended Studies Licenses & Certifications • ICC Building Inspector Kurt McMullin, PE, Ph. D Plan Check Engineer Education • PhD, Civil Engineering, University of California, Berkeley • MS, Civil Engineering, University of California, Berkeley • BS, Agricultural Engineering, Iowa State University Licenses & Certifications • Professional Civil Engineer, State of California, No. C47595 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 25 Appendix Team Member/ Job Title Certification / License / Affiliations Hope Medina, CBO Building Inspector Plans Examiner Instructor Licenses & Certifications • On Site Plan Review and Inspections, Train the Trainer, DOE Building Energy Codes • Safety Assessment Program Building Inspector, State of California • ICC Residential Electrical Inspector • ICC Green Building - Residential Examiner • ICC Residential Mechanical Inspector • ICC Residential Building Inspector • ICC IgCC Plans Examiner • ICC Building Plans Examiner • ICC IgCC Commercial Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Commercial Building Inspector • ICC Residential Plumbing Inspector • ICC Residential Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Permit Technician • ICC Mechanical Plans Examiner • ICC Building Inspector • ICC Residential Combination Inspector • ICC Management Module • ICC Legal • ICC Building Codes and Standards • ICC Certified Building Official • ICC Building Code Specialist • ICC Certified Sustainability Professional • ICC Permit Specialist Russell Mora Plans Examiner Licenses & Certifications • ICC Electrical Plans Examiner • ICC Electrical Inspector Adam Mulford Elevator Inspector Licenses & Certifications • Certified Elevator Inspector, QEI NAESA • Type 1 Conveyance Inspector, Colorado Division of Oil and Public Safety, Conveyance Section Christian Ng, FPE Fire Protection Engineer Education • B.S, Fire Protection Engineering University of Maryland, College Park, MD Licenses & Certifications • Registered Fire Protection Engineer State of California. No. 2132 Lisa O'Malley Plans Examiner Licenses & Certifications • California Building Plans Examiner Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 26 Appendix Team Member/ Job Title Certification / License / Affiliations Josephine Ortega AIA, CBO, LEED AP Senior Plans Examiner Education • Master of Urban Regional Planning, San Jose State University, May 2017 • B.A. Economics, University of California, Santa Cruz, June 2006 • Associate Arts Degree with Honors, Monterey Peninsula College, August 1999 • Bachelor of Architecture, Minor in Landscape Architecture and Sociology, University of Idaho, May 1985 • Certificate of Real Estate Development, San Jose State University Licenses & Certifications • Registered Architect, State of California, License No. 26560 • Registered Architect, State of Ohio, License No. 10972 • LEED Green Associate • LEED AP Homes • LEED AP ND (Neighborhood Development) • LEED AP ID+C [Commercial Interiors] • LEED AP BD+C (Building Design & Construction) • LEED AP O+M (Operations & Maintenance) • Safety Assessment Program Coordinator, Office of Emergency Service, #60452 • Safety Assessment Program Evaluation Office of Emergency Service, #60542 • ATC-20 (Applied Technology Council Building Safety Evaluation Program), Office of Emergency Service • ICC Fire Inspector I • ICC Plumbing Inspector UPC • ICC Accessibility Inspector/Plans Examiner • ICC Certified Building Official • ICC Mechanical Inspector • ICC Zoning Inspector • ICC Plumbing Inspector • ICC Building Plans Examiner • ICC Combination Inspector • ICC Building Inspector • ICC Combination Inspector - Legacy • ICC / AACE Property Maintenance and Housing Inspector • ICC Electrical Inspector • ICC Mechanical Inspector UMC • ICC Building Code Official • ICC Fire Inspector II • ICC CALGreen Inspector/Plans Examiner • ICC Building Code Specialist • ICC Commercial Combination Inspector Randy Pabst Elevator Chief Inspector Education • University of Colorado at Boulder, Bachelor of Arts, 1975 Licenses & Certifications • Certified Elevator Inspector, National Association of Elevator Safety Authorities, Cert # C-1790 • Type 1 Conveyance Inspector, State of Colorado, Licensee # 951711 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 27 Appendix Team Member/ Job Title Certification / License / Affiliations Lloyd Parry Building Inspector Education • Business Degree Licenses & Certifications • ICC Residential Electrical Inspector • ICC Residential Building Inspector • ICC Residential Mechanical Inspector • ICC Residential Plumbing Inspector • ICC Commercial Plumbing Inspector • ICC Residential Combination Inspector • ICC Commercial Mechanical Inspector • ICC Commercial Building Inspector • ICC Building Inspector Jeffrey Paterson, FPE Fire Protection Engineer Education • M.S., Fire Protection Engineering, California Polytechnic State University • B.S., Civil Engineering, University of California Davis Licenses & Certifications • CA Registered PE, No. 1926 Ed Paxton Building Inspector Education • Trade Teck Welding School Licenses & Certifications • ICC Building Inspector • ICC Mechanical Inspector • ICC Plumbing Inspector • ICC Electrical Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Combination Inspector • ICC Commercial Combination Inspector James “Ed” Pehrson Plans Examiner Building Inspector Education • Building Inspection coursework, Davis Applied Technology Center, Utah Licenses & Certifications • Combination Inspector, State of Utah, License # 5791568-5601 • Stormwater Inspector, SPESC, Cert ID #00004693 • ICC Residential Combination Inspector • ICC Residential Plumbing Inspector • ICC Commercial Plumbing Inspector • ICC Commercial Electrical Inspector • ICC Residential Electrical Inspector • ICC Commercial Building Inspector • ICC Commercial Mechanical Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Residential Building Inspector • ICC Residential Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Combination Inspector • ICC Commercial Combination Inspector Diana Perkins, CBO Senior Plans Examiner Education • M.P.A., University of San Francisco • B.S., Economics, University of San Francisco Licenses & Certifications • LEED Accredited Professional • ICC Accessibility Inspector/Plans Examiner • ICC Residential Building Inspector • ICC Building Plans Examiner • ICC Certified Building Official Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 28 Appendix Team Member/ Job Title Certification / License / Affiliations Rosario “Russ” Perrone Senior Building Inspector Licenses & Certifications • OHSA 30 • Post-Earthquake Safety Evaluation • ICC Commercial Building Inspector • ICC Residential Building Inspector • ICC Building Inspector Mark Ptashkin, CBO Electrical Plans Examiner Chief Building Official Licenses & Certifications • Special Inspector (Electrical), City of Phoenix. #37551 • ICC Certified Building Official • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Building Inspector Daniel “Dan” Reardon Building Inspector Plans Examiner Education • BS Mathematics / Emphasis in Secondary Education, University of Northern Colorado, 1987 – 1991 Licenses & Certifications • Safety Assessment Program (Disaster Mitigation) • ICC Plumbing Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Building Plans Examiner Gil Rossmiller Building Inspector Plans Examiner Instructor Licenses & Certifications • ICC Building Inspector • IgCC Plans Examiner • ICC Mechanical Inspector • ICC Plumbing Inspector • IgCC Commercial Inspector with ASHRAE 189.1 • IgCC Commercial Inspector • IgCC Plans Examiner with ASHRAE 189.1 • ICC Green Building - Residential Examiner • ICC Building Plans Examiner Douglas “Doug” Rykerd Combination Inspector Education • Mr. Rooter University, Waco TX, Training in Business, 1998 • California Polytechnic University, Pomona, CA – Mechanical Engineering, 1985 - 1987 Licenses & Certifications • ICC Commercial Building Inspector Previous Licenses & Certifications • ICC Certified Commercial Plumbing Inspector • ICC Certified Commercial Mechanical Inspector AJ Smith Building Inspector Education • Master of Management/ Public Administration, University of Phoenix, May 2011 • Bachelor of Science, Major: Criminal Justice, Minor: Education, Southern Utah University, May 2005 • Associates of Science, Snow College, December 2002 Licenses & Certifications • Combination Inspector, State of UT, License #5942920-5601 • ICC Combination Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 29 Appendix Team Member/ Job Title Certification / License / Affiliations Matt Tate Building Inspector Licenses & Certifications • ICC Residential Mechanical Inspector • ICC Commercial Mechanical Inspector • ICC Residential Building Inspector • ICC Combination Inspector • ICC Residential Plumbing Inspector • ICC Commercial Electrical Inspector • ICC Commercial Plumbing Inspector • ICC Commercial Building Inspector • ICC Residential Electrical Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Residential Combination Inspector • ICC Commercial Combination Inspector Stephen “Steve” Thomas, CBO Colorado Regional Manager Educational Director Instructor Chief Building Official Building Inspector Plans Examiner Education • B.S. in Business Administration - University of Phoenix - Thesis: “The Affects of a Housing Code in the City of Glendale” • Course Work in Civil Engineering Technology - CCD • Community College of Denver at Red Rocks Lakewood, CO 1976 -1978 Licenses & Certifications • ICC Structural Masonry Special Inspector • ICC Spray Applied Fire Proofing Special Inspector • ICC Certified Building Plans Examiner • ICC Certified Building Official • ICC Certified Residential Plans Examiner • ICC Certified Mechanical Inspector • ICC Certified Housing Code Official • ICC Certified Accessibility Inspector/Plans Examiner • ICC Certified Building Code Official • ICC Certified Building Inspector • ICC Certified ICC / AACE Property Maintenance and Housing Inspector • ICC Certified Plumbing Inspector • ICC Certified Building Code Specialist Thor Toepfer Building Inspector Licenses & Certifications • ICC Building Plans Examiner • ICC Fire Plans Examiner • ICC Residential Building Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Residential Plumbing Inspector Mariam Umair, EIT Plan Check Engineer Education • M.S., Structural Engineering - San Jose State University Graduated: December 2014 • B.S., Civil Engineering - University of Engineering & Technology, Taxila, Pakistan Graduated: August 2010 Licenses & Certifications • Licensed EIT Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 30 Appendix Team Member/ Job Title Certification / License / Affiliations Jason Van Ausdal, CBO Building Inspector Plans Examiner Instructor Education • Associates in Business Administration and Management, Stevens Henegar Business College, 1995-1997 Licenses & Certifications • Combination Inspector, State of Utah, License # 339648-5601 • ICC Commercial Combination Inspector • ICC Building Code Specialist • ICC Combination Inspector • ICC Electrical Inspector • ICC Mechanical Inspector • ICC Building Inspector • ICC Certified Building Official • ICC Building Plans Examiner • ICC Plumbing Inspector Christopher Vasquez Elevator Inspector Education • One year of Conveyance Inspector Training • Denver Joint Electrical Apprenticeship Training Center, 1985-1990 • Completed two-year course at Electronic Technical Institute in Denver, CO • Attained Associates Degree in Electronic Technology, 1983 Licenses & Certifications • QEI Certification, NAESA, Cert # C-5713 • State of Colorado Conveyance Inspector, License # CI-1-516 • City of Denver Conveyance Inspector, License #1545330 • State of Colorado Master Electrician, License ME.0029035 • State of Colorado Journeyman Electrician, License JW.0010368 Daniel “Dan” Weed, CBO Chief Building Official Building Inspector Plans Examiner Education • Arizona Building Officials (AZBO) Institute, 1995 – 1999 • Bachelor of Arts in Liberal Arts / Public Speaking, 1986 • Ambassador University, Pasadena, California Licenses & Certifications • ICC Plumbing Inspector UPC • ICC Electrical Plans Examiner • ICC Mechanical Inspector UMC • ICC Mechanical Inspector • ICC Building Code Official • ICC / AACE Property Maintenance and Housing Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Inspector • ICC Combination Inspector - Legacy • ICC Combination Inspector • ICC Building Plans Examiner • ICC Certified Building Official • ICC Accessibility Inspector/Plans Examiner • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Commercial Combination Inspector Robert Wheeler, FPE Fire Protection Engineer Education • B.S. Fire Protection Engineering, University of Maryland Licenses & Certifications • CA Registered PE, No. 1825 • AZ Registered PE, No. 38935 • ND Registered PE, No. 6967 • GA Registered PE No. 17765 • NV Registered PE, No. 24638 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 31 Appendix Team Member/ Job Title Certification / License / Affiliations Heather Whitaker Plans Examiner Licenses & Certifications • Resnet Certified Residential Field Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Commercial Energy Plans Examiner • ICC Building Plans Examiner Pamela “Pam” Whitaker-Sowell Permit Technician Education • Bachelor’s Degree in Business Management • Associate of Science, Business, San Joaquin Della College, 6/2018 Licenses & Certifications • ICC Permit Technician • California State Notary Myron Williams Building Inspector Plans Examiner Education • General Education Courses, Utah Valley State College, 2002 • National Electrical Code, 2002 • Davis Area Technology Center, Kaysville, Utah, 1999 – 2000 • International Building and International Residential Code, 2000 • International Mechanical and International Plumbing Code, 2000 • International Building Plans Examiner, 2000 Licenses & Certifications • Combination Inspector, State of Utah, License #4958496-5601 • ICC Mechanical Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Plumbing Inspector • ICC Mechanical Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Electrical Inspector • ICC Building Plans Examiner • ICC Combination Inspector • ICC Building Inspector • ICC Commercial Combination Inspector The Town of Fountain Hills Shums Coda Associates Plan Check/Building Inspection Services 0 Table of Contents Cover Letter .................................................................................................................................................. 1 General Information ................................................................................................................................. 2 - 3 Experience and Qualifications ................................................................................................................. 4 - 5 Key Positions ................................................................................................................................................ 6 Project Review Timeline ............................................................................................................................... 7 Certifications ............................................................................................................................................ 8 - 9 Appendix .............................................................................................................................................. 10 - 31 The Town of Fountain Hills Shums Coda Associates Plan Check/Building Inspection Services 1 Cover Letter December 30th, 2021 Rob Durham Procurement Administrator 16705 E. Avenue of the Fountains Fountain Hills, AZ 85268 RE: 2021-RFQ-008; RFQ for Plan Check/Building Inspection Services Thank you for the opportunity to present this proposal to provide Plan Check/Building Inspection Services; it is a pleasure to submit our qualifications to the Town of Fountain Hills. We are confident that Shums Coda Associates (SCA) is the firm that has the personnel, experience, and attitude that will be required to successfully provide these “as-needed” services to the Town of Fountain Hills. We are committed to a vision of service excellence that we believe the Town of Fountain Hills shares. Our firm continually receives exceptional reviews from our jurisdictional clients, as well as design professionals, developers and contractors from all size projects and varying complexities. Positive interactions related to our work product is centered in our desire to be more than a mere consultant plan review, inspection, and permit processing firm, but rather a contributing partner, functioning as an extension of Town’s staff. We look to see that projects are successfully completed, on time, within budget, and a reflection of the Town’s codes, ordinances procedures, policies, and directives. A key in those efforts is the ability to create a solid working relationship with your jurisdiction to assist with all aspects outlined in the RFQ document. SCA understands the scope of services to be provided extends beyond technical code expertise, and why our team’s overall ability and qualifications will exceed the minimums being requested; which in turn makes us a good fit to meet the Town’s desires to relieve the peaks in overall projects under review or inspection. The following SOQ will highlight key features and distinguishing points of the SCA team that will assist in this undertaking. SCA was founded on the principal of assisting our municipal partners with staff augmentation and developmental services related to construction review, permitting, inspections and documentation procedures. SCA is committed and ready to provide you with the same care and standard of technical excellence that has been the hallmark of our work since our inception. We intend to provide primary services from our Arizona regional office at 1616 North Litchfield Road, Suite A-210, Goodyear, AZ 85395, with additional support staff being provided from our headquarters and other regional offices. If SCA is fortunate enough to be awarded this contract, we intend to meet and confer with the Town of Fountain Hills’s management team to determine the proper members of our staff needed to complete the services outlined in the RFQ. We will perform the services and adhere to the requirements described in this RFQ. Our team looks forward to answering any additional questions you may have about our firm after you have reviewed this response to the request for qualifications. Sincerely, David Basinger, Architect Christine Godinez Principal/President/CEO COO/Secretary david.basinger@shumscoda.com christine.godinez@shumscoda.com (925) 413-5626 (Cell) (925) 463-0651 (Main Line) Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 2 General Information Shums Coda Associates, Inc., is legally defined as a S-Corporation. Our Federal Tax ID number is 20- 4574991. Our corporate headquarters (principal office) is located at 5776 Stoneridge Mall Road, Suite 150, Pleasanton, CA 94588. We have additional offices at the following locations: • Arizona local regional office at 1616 North Litchfield Road, Suite A-210, Goodyear, AZ 85395 • Northern California - 6381 Auburn Boulevard, Suite H, Citrus Heights, CA 95621 • Southern California - 5208 Weymouth Way, Oceanside, CA 92057 • Northern Utah - 5782 South 920 East, Murray, UT 84121 • Southern Utah - 2284 East 3400 South Street, St. George, UT 84790 • Nevada - 1916 Summit Pointe Drive, Las Vegas, NV 89117 • Colorado – 4610 South Ulster Street, Suite 150, Denver, CO 80237 The following corporate officers are authorized to make these representations on behalf of Shums Coda Associates, the contacts concerning this SOQ, and are located in our corporate headquarters (physical address above): • David Basinger, Principal/President/CEO (Arizona licensed Architect #57859) david.basinger@shumscoda.com (925) 413-5626 (Cell) • Christine Godinez, COO/Secretary christine.godinez@shumscoda.com (925) 463-0651 (Main Line) Shums Coda Associates was established in 2006 (16 years of business in March, 2022), by licensed building professionals with multiple decades of municipal consulting experience. Our core services are building life-safety code reviews, inspections and administrative staffing, on behalf of only jurisdictional clients. We review and inspect all facets of design construction related to code minimums and local amendments, such as: architectural, accessibility, structural, fire-safety, energy, sustainability, mechanical, electrical and plumbing; and have staff to assist with the intake, recording and permitting of construction documents. By selecting Shums Coda Associates, the Town of Fountain Hills will receive an experienced, knowledgeable team with a proven track record of outstanding service. In providing these services, our priority is to be a seamless extension of your staff. We therefore commit to being available for code consultations, on-time delivery of services, and providing cost-effectiveness to the Town through the utilization of focused staff augmentation. We are comprised of licensed architects, engineers, contractors and I.C.C. Certified personnel that have a wealth of code knowledge and experience in design or construction related fields. SCA believes that an understanding of how buildings are designed and constructed is an important element to providing effective code comments that are based on the realities of practical construction. SCA preaches this to our staff and encourages continuing education to maintain our understanding of the ever-changing code requirements and amendments. We have seen there can be a great deal of interpretation applied to how requirements are enforced, so SCA staff continues to find value in learning the history and intent of code language to assist with accurately applying it to our review and inspections (with final determinations clearly coming from the Town staff). Shums Coda Associates takes this commitment to code content further, as we continue to expand our involvement in various code training and education offerings. For example, SCA continues to participate in the AZBO Education Board and training and provide similar roles and leadership to the Southern Nevada ICC EduCode training event, Utah ABM and Chapter training, and the Sacramento Valley Association of Building Official Minstitute annual event. At the end of 2020, Shums Coda Associates was Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 3 General Information also fortunate to acquire the Colorado Code Consulting company that was owned by Mr. Steve Thomas, who provides national education and training offerings throughout the United States. This demonstrates SCA’s commitment to knowledge through education with all things related to the model Building Codes. Our belief is that code should be understood by our staff to a level where they can explain to our clients (and their applicants), as well as the how and why it applies to their specific project. We strive to meet this level with our reviews and inspections, and we continue to offer on-line, or in-person training, to improve that code understanding internally with our staff and the industry. With regional offices throughout Arizona (Goodyear), California (Sacramento/Oceanside), Nevada (Las Vegas), Utah (St. George/Murray) and Colorado (Denver), you will find SCA has nearly one-hundred employees available to assist the Town of Fountain Hills with plan review and inspection needs outlined in the RFQ. Our preference is to utilize local staff to provide the plan review services, but with the Coronavirus pandemic, we have expanded our electronic plan review capacity to be able to review projects from any of our offices. This will mean that we can provide even greater degree of expertise for unusual systems related to structural, mechanical, plumbing or electrical, as well as accessibility or sustainability reviews. It also affords us the ability to utilize staff from all locations to ensure that reviews are completed on timelines established by the Town. We have been providing electronic plan reviews for many years now, and are comfortable with reviewing plans under several formats. We have also provided inspection services via electronic devices, and are capable of completing inspections remotely, or via drone, if desired by the Town. SCA looks forward to continuing that discussion related to software, hardware and process the Town uses currently (or would like to implement), as part of our next step in this response to the RFQ. Our standard plan review and inspections result in lists of comments which refer to specific detail, drawing or location in the building, and reference applicable code sections for each item cited. We prefer (if allowed by the Town policies) to expedite or clarify plan review items by contacting the applicant/designers and communicating directly, using the most advantageous media available, to resolve issues. Similarly, we encourage our inspectors to be available for contractor/owners to answer the phone calls of clarification for specific correction items. In today’s development climate a brief phone call, or a thirty-minute online meeting can save weeks of back-and-forth delays to obtain minimum code compliance and approvals. We understand that there can be limitations in the applicant’s technology or jurisdictional inter-department review process, which sometimes prohibit these methods from being implemented with every project. With either approach being implemented, SCA understands and intends to route all communication/comment letters (first or concurrently) through Town of Fountain Hills, as directed by your staff. All reviewed and approved documents shall be returned to the Town after the plan review or inspection process is completed, and input into the tracking software as directed by Fountain Hills staff. This should demonstrate Shums Coda Associates experience with the plan review and inspection services outlined in the Fountain Hills RFQ. We are a large enough corporation, that we do not typically utilize any sub-consultants to complete these services, and do not anticipate using any for the services requested. We will also note that in our nearly sixteen years of business, we have not had any contract or subcontract terminated. Further, we have had no claims arising from a contract that resulted in litigation or arbitration since our inception as a corporation. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 4 Experience and Qualifications Shums Coda Associates provides services similar to those outlined in the RFQ, to over 100 jurisdictions in ten states across the Country (AZ, CA, NV, UT, CO, TN, MN, ID, WA and WY). However, per the instructions provided, we provide the following three jurisdictions that examples of municipalities similar in size to Fountain Hills and/or similar in types of plan reviews and inspection services being requested (although Casa Grande demonstrates the versatility of our team to review large-scale projects in predominately residential/commercial retail City): Project Name Buckeye – plan review and inspection services Name of Company or Organization City of Buckeye Contact Name Mike Izzo, CBO Contact address, Telephone Number and Email 530 E. Monroe Ave., Buckeye, AZ 85326 (623) 349-6200 (main) mizzo@buckeyeaz.gov Type of Service Provided Residential, commercial, industrial and educational plan reviews and inspection services, with some fire reviews, and providing an Acting Building Official Date of Contract initiation and expiration 2017 – present Description of Project. Provided Acting Building Official, that was eventually hired as current CBO; provided plan review and inspection services during the period were Buckeye was the second fastest growing jurisdiction in the US. Significant project plan reviews set-up to hold meetings with applicants to explain comments and provide additional directions to approve larger plan reviews in two cycles. More significant projects are FiveBelow and Ross distribution centers, three new school projects, APS West Valley facilities and new City Police Training Facility. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 5 Experience and Qualifications Project Name Cherry Hills Village – plan review and inspection services Name of Company or Organization Cherry Hills Village Contact Name Paul Workman, Planning Manager Contact address, Telephone Number and Email 2450 E. Quincy Ave., Cherry Hills Village, CO 80113 (303) 783-2721 pworkman@cherryhillsvillage.com Type of Service Provided Building plan review and inspection services Date of Contract initiation and expiration 1994 – 2019 (as Colorado Code Consulting), and 2019 – present (recently renewed under SCA) Description of Project. Provide large-scale residential plan review and inspections for a predominantly residential community of custom homes (usually over 5,000-sq. ft. in size). Project Name Casa Grande - Lucid Electric Car Manufacturing Facility Plan Review (Phases 1 and 2) Name of Company or Organization City of Casa Grande Contact Name Brian Tardif, CBO Contact address, Telephone Number and Email 510 E. Florence Blvd., Casa Grande, AZ 85122 (520) 421-8630 (main) Brian_Tardif@casagrandeaz.gov Type of Service Provided Building and Fire Plan Review Date of Contract initiation and expiration 2019 – expected to continue to completion of project sometime in 2023 Description of Project. +3 million sq. ft. of new auto manufacturing, offices, café/break/conference and hazardous materials, as well as site development, fire sprinkler and alarm reviews, with AMMR’s and weekly review meetings with City, contractors and design team to streamline reviews and assure complete re-submittals. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 6 Key Positions SCA will utilize our local Arizona staff to fill key personnel roles requested in the RFQ. Our Arizona Regional Manager, Ms. Barbara Rice, CBO/FM, will serve as the local point of contact and Project Manager for the Fountain Hills services. Further, our CEO and Arizona licensed architect, Mr. David Basinger and our COO, Ms. Christine Godinez, will be additional points of contact for technical assistance (as needed) and contract/invoicing information. The day-to-day team is proposed to be as follows: A. Support Team – Justine Cornelius, Lisa O’Malley will be the primary and local plans examiner managers for Fountain Hills. We will also utilize senior plans examiners Martin Haeberle, Tom Haney and Myron Williams as additional review team members for Fountain Hills, as they have all provided extensive plan reviews in the Valley of the Sun for decades. All of these staff members are full-time employees of SCA. B. Additional Support staff – Although all of the Shums Coda Associates family will be collectively available to provide these services to Fountain Hills, we anticipate (as is our preference) to primarily utilize our systems specific plan review team for additional plan review support. Therefore, David Logsdon, Russ Mora or Dean Kuenzi are available for electrical systems review. We have Jason Van Ausdal and Jody Hilton to review mechanical and plumbing systems, and Hope Media or Gil Rossmiller to assist with energy compliance issues. Finally, we have a large structural engineering team to assist on engineering issues, headed by our Project Engineer Kurt McMullin, and additional engineer plan check staff of Su Fong, Mariam Umair or Ryan Loh. C. SCA does not anticipate utilizing any subcontractor for any of the proposed services in the RFQ. D. We will provide additional resume/certifications for the rest of our staff and key inspectors for the Fountain Hills work. We have not designated a specific inspector currently for these services, as we would need to discuss number of inspection hours needed for the services, and what would be considered appropriate certification and experience for our inspection team. SCA would then select from our local team the personnel that we believe would be a good fit for inspections, and anticipate an interview from Town staff prior to assigning them to complete the work. It is our belief that working within the jurisdiction requires an understanding of the role and acceptance by the Town staff they will interact with, prior to ever completing an inspection. Inspections are all conducted by ICC certified inspectors. The inspections will be completed within one business day from the time we receive the request. We believe in being service oriented and not the building police. We will work with the contractors and homeowners to bring a building into compliance with the applicable code whenever we can. It is our philosophy that inspections are educational opportunities to explain the purpose of the code and why certain things are required by the code. We will spend additional time explaining the purpose of a code requirement whenever necessary. Our inspectors provide their cell phone numbers to the contractors and homeowners if a question arises in the field. It is important the lines of communication are maintained open. We want to do whatever we can to ensure safe buildings while helping to get project completed on time and under budget. We pride ourselves on being problem solvers and not problem makers. Our goal is to get to yes and comply with the intent of the code. SCA will provide emergency disaster response when required. We will utilize the ATC-20 rapid assessment process to evaluate the habitability of a structure. We will post the property with the appropriate placard to indicate whether the building can be occupied or not. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 7 Project Review Timeline SCA’s plan review reports will reference sheets and code sections that are applicable form each comment. We would typically email the electronic reviews to the Town for distribution to the applicant, but we can also directly/simultaneously provide the owner, contractor, architect and/or the engineer with the same electronic list of items needing correction. Our comment lists should be self-explanatory, but our review team will remain available during working hours (and often off-hours) to provide any additional clarification/discussion needed of the applicable building code section, ordinances, or regulation. We will provide a similar list at each cycle of the review process, but typically most reviews are resolved in one or two cycles, with perhaps a quick third review of a remaining comment (or two). When a review remains extensive at a third (or longer) review cycle, SCA staff will reach out to the Town of Fountain Hills staff to discuss the overall items of concern and look for direction on any alternative methods to keep the project review moving in a positive direction. With these difficult reviews, SCA is not opposed to online video conferences to share and discuss the code concerns with the Town of Fountain Hills’s staff and the applicant – hopefully to assist in receiving a more complete resubmittal with the next review. With each review cycle, SCA will provide a cover letter/transmittal that includes the following information: • The address, Town permit number, description, use, and type of construction. • A list of all plans and documents received for review and the associated dates they were received. Once the final plan review is completed and ready for approval, SCA will electronically stamp the plans and the supporting documents and return them to the Town, along with our letter of completion. It should be noted that our approval stamp can be modified to suit the desired information needed by the Town of Fountain Hills. Shums Coda is proficient in many various electronic plan review and web-based tools. We typically utilize the Bluebeam product for our reviews but can provide our review comments on any of the other comparable platforms, and even embed the comments into the electronic plan sheets (if desired). SCA would look to the Town of Fountain Hills to provide guidance on the preferred method of electronic comments to be received. However, it should be noted that SCA can also review paper plans when submitted. In those instances, we would provide courier to pick-up and drop-off the plans at the Town offices (as needed). Type of Plan Review Timeframes Initial Review Recheck Single-Family 7-10 business days 5 business days Multi-Family 10-15 business days* 5 business days Commercial 10-15 business days* 7 business days* * Some project may require additional time because of size or complexity of the project; SCA would reserve the right to review those projects under a longer schedule when mutually agreed upon with the Town of Fountain Hills (prior to the beginning the review process). However, we pride ourselves to be able to customize our services to fit the Town’s needs and could potentially expedite reviews when requested. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 8 Certifications Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 9 Certifications Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 10 Appendix David Basinger, Architect Principal / CEO Education Bachelor of Architecture (with an emphasis on urban redevelopment), California Polytechnic State University at San Luis Obispo Licenses & Certifications Registered Architect, State of California, License No. C25605 Registered Architect, State of Arizona, Registration No. 57859 Registered Architect, State of Nevada, License No. 7116 Registered Architect, State of Utah, License No. 10180242-0301 Registered Architect, State of Colorado, License No. 406323 Registered Architect, State of Hawaii, License No. 17696 Registered Architect, State of Washington, License No. 12600 NCARB Certified, No. 77371 ICC Building Plans Examiner Memberships A.I.A. Member PROFFESSIONAL SUMMARY David Basinger is a licensed Architect in multiple States and is the original founder of Shums Coda Associates in 2006. David has over 30 years of professional experience associated with architectural design and as a building code and life-safety plans examiner. PROFESSIONAL EXPERIENCE Principal/ CEO ------------------------------------------------------ 2006 - Present Shums Coda Associates, Pleasanton, CA Manages plan review, inspections and permitting services for numerous complex commercial, industrial, educational, medical, hazardous and a variety of multi-family residential construction projects. David has served as Acting Building Official or provided in-house plan review services for numerous jurisdictions in California, such as Mountain View, Fremont, Santa Clara, Sunnyvale, Menlo Park, Dublin, and Danville. Arizona Regional Office Manager --------------------------------- 2004 - 2006 Linhart Petersen Powers Associates, Phoenix, AZ Promoted to establish and serve as Arizona Regional Manager of the three separate company offices in Arizona: Phoenix, Tucson, and Window Rock. Provided assistance with large-scale plan review and inspection services, jurisdiction counter reviews and assistance, and special projects supervisor. Influential in taking the Arizona effort from a single client to over two dozen clients in a two-year period, managing eleven employees and three business lines. Senior Plans Examiner/Senior Associate ------------------------ 1991 - 2004 Linhart Petersen Powers Associates, Phoenix, AZ Provided plan reviews, and jurisdictional in-house/counter reviews and technical assistance for projects in California, Arizona, Nevada, Washington, and Idaho. Managed several large-scale developments as a project supervisor, and often provide code consultations for complex mixed- use/redevelopment or historical submittals. Served as primary manager for the jurisdictions of Mountain View, Danville and Dublin, California. Projects reviewed include campus designs for Microsoft, Veritas, Google, Alza Pharmaceuticals and other high-tech or bio-tech related businesses, as well as several mid-rise or high-rise multi-family complexes. Architect ----------------------------------------------------------------- 1989 - 1991 Linhart Engineering, Livermore, CA Completed architectural and structural engineering design for residential, commercial, and light industrial structures in the San Francisco Bay Area. Duties included design, drafting, structural calculations, building surveys, jobsite visits and structural reviews. Also performed field assessments of URM structures and equipment anchorage calculations for pumps, racks, and tanks. Shums Coda Associates Building Life-Safety Plan Review and Inspection Permit Technician Services Building Department Augmentation Fire Protection Engineering Civil Engineering Follow SCA on LinkedIn Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 11 Appendix Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 12 Appendix Team Member/ Job Title Certification / License / Affiliations Russell Adams, CBO Plans Examiner Building Inspector Education • Associate of Arts – Humanities, Santa Rosa Junior College, 2007 Licenses & Certifications • California Office of Emergency Services: Safety Assessment Program Coordinator • California Office of Emergency Services: Safety Assessment Program Evaluator • ICC Residential Mechanical Inspector • ICC California Commercial Building Inspector • ICC California Residential Building Inspector • ICC Commercial Building Inspector • ICC Residential Combination Inspector • ICC Plumbing Inspector • ICC Residential Plumbing Inspector • ICC Commercial Plumbing Inspector • ICC California Residential Electrical Inspector • ICC California Commercial Plumbing Inspector • ICC California Residential Combination Inspector • ICC Residential Building Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Building Inspector • ICC California Residential Mechanical Inspector • ICC Residential Electrical Inspector • ICC California Residential Plumbing Inspector • ICC Plumbing Plans Examiner • ICC Permit Technician • ICC Commercial Electrical Inspector • ICC Commercial Mechanical Inspector • ICC Mechanical Plans Examiner • ICC Mechanical Inspector • ICC Commercial Combination Inspector • ICC Combination Inspector • ICC California Commercial Electrical Inspector • ICC California Commercial Mechanical Inspector • ICC California Combination Inspector • ICC California Commercial Combination Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Electrical Inspector • ICC Building Plans Examiner • ICC California Building Plans Examiner • ICC Fire Plans Examiner • ICC Commercial Energy Inspector • ICC Master Code Professional • ICC Certified Building Official • ICC Mechanical Code Specialist • ICC Building Code Specialist • ICC Permit Specialist • ICC Plumbing Code Specialist • ICC Building Codes and Standards Module • ICC Legal Module • ICC Management Module Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 13 Appendix Team Member/ Job Title Certification / License / Affiliations Troy Alvord Building Inspector Licenses & Certifications • ICC California Commercial Plumbing Inspector • ICC Combination Inspector - Legacy • ICC California Commercial Electrical Inspector • ICC Building Inspector • ICC California Commercial Building Inspector • ICC Plumbing Inspector UPC • ICC California Residential Electrical Inspector • ICC Plumbing Inspector • ICC Electrical Inspector • ICC Mechanical Inspector UMC • ICC California Commercial Mechanical Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Mechanical Inspector • ICC California Residential Plumbing Inspector • ICC California Residential Building Inspector • ICC California Residential Mechanical Inspector • ICC California Commercial Combination Inspector • ICC California Residential Combination Inspector • ICC California Combination Inspector • ICC Combination Inspector • ICC Commercial Combination Inspector Richard Ames, CBO Plans Examiner Building Inspector Education • Bachelor of Liberal Arts, Cal State Hayward/East Bay College of San Mateo Licenses & Certifications • ICC Accessibility Inspector/Plans Examiner • ICC Building Code Official • ICC Plumbing Inspector UPC • ICC Certified Building Official • ICC Mechanical Inspector UMC • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Combination Inspector • ICC Building Inspector • ICC Combination Inspector - Legacy • ICC Building Plans Examiner • ICC Electrical Inspector • ICC Residential Plans Examiner • ICC Building Code Specialist • ICC Commercial Combination Inspector • ICC Fire Plans Examiner • ICC Commercial Energy Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Master Code Professional Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 14 Appendix Team Member/ Job Title Certification / License / Affiliations Herman “Gene” Ashdown, CBO Senior Building Inspector Education • Building Inspection Technology, Cosumnes River College, 1997-2001 • Bachelor of Arts in Health and Safety Studies, California State University, Sacramento, 1978- 1981 Licenses & Certifications • CALBO Building Official Certification • CA OES SAP Evaluator and Coordinator • ICC Mechanical Inspector UMC • ICC California Commercial Building Inspector • ICC Plumbing Inspector UPC • ICC California Residential Mechanical Inspector • ICC Plumbing Inspector • ICC California Commercial Plumbing Inspector • ICC California Commercial Mechanical Inspector • ICC Mechanical Inspector • ICC California Residential Building Inspector • ICC California Residential Plumbing Inspector • ICC Building Inspector Alberto Barrios Marquez, PE MEP Plans Examiner Education • B.S., Mechanical/Electrical Engineering, University of Guadalajara, GDL., Jalisco, México, 1999 Licenses & Certifications • Professional Engineer, State of Colorado, License # PE.0041140 • Master Electrician, State of Colorado, License # ME.0026505 • Certified Spanish Translator/Interpreter • LEED AP BD+C, U.S. Green Building Council • ICC Building Plans Examiner • ICC Mechanical Plans Examiner • ICC Plumbing Plans Examiner Cedar Brannon Building Inspector Education • 18 hours of college credits, College of Southern Nevada, 1994 • Southern Nevada School of Real Estate, Las Vegas, NV, 2000 Licenses & Certifications • ICC Permit Technician • ICC Commercial Plumbing Inspector • ICC Residential Building Inspector • ICC Residential Plumbing Inspector • ICC Plumbing Inspector John Henry Brannon Building Inspector Education • Associate of Science, Computer Science, Dixie College, St George, Utah Licenses & Certifications • Building Inspector, State of Utah • Contractor, State of Utah • ICC Commercial Plumbing Inspector • ICC Commercial Building Inspector • ICC Mechanical Plans Examiner • ICC Residential Plans Examiner • ICC Residential Mechanical Inspector • ICC Plumbing Inspector • ICC Residential Electrical Inspector • ICC Building Plans Examiner • ICC Residential Plumbing Inspector • ICC Residential Building Inspector • ICC Building Inspector • ICC Residential Combination Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 15 Appendix Team Member/ Job Title Certification / License / Affiliations Jason Bullock Utah Regional Manager Education • B.S., Business Administration, University of Phoenix, 1999 Licenses & Certifications • ICC Building Plans Examiner • ICC Combination Inspector • ICC Electrical Inspector • ICC Building Inspector • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Commercial Combination Inspector Corey Bundy, CBO Building Inspector Plans Examiner Education • Utah Seismic Safety, Commission Safety Assessment Program Certification • State of Utah Department of Commerce Active Licensure Licenses & Certifications • ICC Building Inspector • ICC Certified Building Official • ICC Combination Inspector • ICC Mechanical Inspector UMC • ICC Fire Inspector I • ICC Accessibility Inspector/Plans Examiner • ICC Combination Inspector - Legacy • ICC Commercial Energy Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Mechanical Inspector • ICC Plumbing Inspector • ICC Electrical Inspector • ICC Fire Plans Examiner • ICC Building Plans Examiner • ICC Building Code Specialist • ICC / AACE Property Maintenance and Housing Inspector • ICC Zoning Inspector • ICC Permit Technician • ICC Permit Specialist • ICC Fire Inspector II • ICC Fire Code Specialist • ICC Master Code Professional • ICC Commercial Combination Inspector Randall “Randy” Capra, FPE Fire Code Plans Examiner Education • B.S. in Business, Bellevue University, Omaha, NE, 2010 • Associates in Fire Sciences, Red Rocks Community College, Lakewood, CO, 2006 Licenses & Certifications • Fire Protection Engineering Technology Fire Alarm Systems-National Institute for Cert. in Engineering Technology (NICET) Level 1 • Fire Protection Engineering Technology Automatic Sprinkler System Layout – NICET Level 1 • Fire Protection Engineering Technology Special Hazards Suppressions Systems – NICET Level 1 • Fire Protection Engineering Technology Inspection and Testing of Water- Based Systems – NICET Level 1 • National Fire, Arson, & Explosion Investigation Training – NAFI Certified • Fire Officer II, State of CO Division of Fire Safety • Fire Instructor, State of CO Division of Fire Safety • National Fire Academy and FEMA Classes • ICC Fire Plans Examiner • ICC Fire Inspector II Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 16 Appendix Team Member/ Job Title Certification / License / Affiliations Erin Carroll, EIT Plan Check Engineer Education • B.S, Industrial Engineering, Clemson University, Clemson, SC Licenses & Certifications • Registered Engineer in Training State of Maryland, No. 50013 Sheri Cerise Fire Code Plans Examiner Licenses & Certifications • ICC Permit Technician Tracy Christensen Building Inspector Licenses & Certifications • Combination Inspector, State of Utah, License # 330601-5601 • ICC Residential Electrical Inspector • ICC Commercial Combination Inspector William “Bill” Clayton, CBO Plans Examiner Building Inspector Instructor Code Consultant Education • General Studies and Agriculture, Clackamas Community College, Oregon City, OR • General Studies, Physical Education & Music, Mt. Hood Community College, Gresham, OR Licenses & Certifications • ICC Mechanical Inspector UMC • ICC Building Inspector • ICC Certified Building Official • ICC Plumbing Inspector • ICC Residential Fire Sprinkler Inspector/Plans Examiner • ICC Building Plans Examiner • ICC /AACE Property Maintenance and Housing Inspector • ICC Plumbing Inspector UPC • ICC Building Code Official • ICC Accessibility Inspector/Plans Examiner • ICC Housing Code Official • ICC Residential Energy Inspector/Plans Examiner • ICC Mechanical Inspector • ICC Building Code Specialist Michael “Mike” Coldiron, CBO Senior Building Inspector Licenses & Certifications • ICC Building Plans Examiner • ICC Permit Technician • ICC Plumbing Inspector UPC • ICC Building Inspector • ICC Structural Steel and Bolting Special Inspector • ICC Combination Inspector - Legacy • ICC Electrical Plans Examiner • ICC Mechanical Inspector UMC • ICC Electrical Code Official • ICC Certified Building Official • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Commercial Combination Inspector • ICC Combination Inspector • ICC Building Code Official • ICC Electrical Inspector • ICC Residential Plans Examiner • ICC Permit Specialist • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Residential Energy Inspector/Plans Examiner Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 17 Appendix Team Member/ Job Title Certification / License / Affiliations James “Jim” Conway Electrical Inspector Education • Soares Grounding – 1999, 2005-2007 • One- & Two-Family NEC – 1999-2017 • Photovoltaic Power System – 1994, 1997-2005 • Mountain States Employers Council, Inc. – 1997 • Management & Supervisory Classes-City & County of Denver – 1986-1987 • International Fire Code Institute – 2006-2007 Licenses & Certifications • Master Electrician, Colorado License, ME 2327 Brian Cook, MCP, CBO Plans Examiner Licenses & Certifications • Master Electrician, State of Colorado, License No. ME.0026247 • Journeyman Electrician, State of Colorado, License No. JW.0101271 • ICC Commercial Combination Inspector • ICC Commercial Energy Inspector • ICC Residential Building Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Building Inspector • ICC Mechanical Inspector • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Residential Combination Inspector • ICC Commercial Building Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Electrical Plans Examiner • ICC Electrical Inspector • ICC Commercial Mechanical Inspector • ICC /AACE Property Maintenance and Housing Inspector • ICC Residential Electrical Inspector • ICC Building Plans Examiner • ICC Master Code Professional • ICC Combination Inspector • ICC Commercial Electrical Inspector • ICC Certified Building Official • ICC Commercial Plumbing Inspector • ICC Commercial Energy Plans Examiner • ICC Plumbing Inspector • ICC Residential Plumbing Inspector • ICC Residential Mechanical Inspector • ICC Residential Plans Examiner Justine Cornelius Building Inspector Plans Examiner Licenses & Certifications • ICC Permit Technician • ICC Building Inspector • ICC Spray Applied Fire Proofing Special Inspector • ICC Structural Masonry Special Inspector • ICC Residential Plans Examiner Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 18 Appendix Team Member/ Job Title Certification / License / Affiliations Matthew Coyle Building Inspector Education • Wilrick Institute of Technology • Carpenters Apprenticeship Training CTCNC Licenses & Certifications • Certified Welding Inspector (CWI), American Welding Society (AWS), Cert. No. 11121141 • ACI Concrete Field Testing Technician – Grade I, American Concrete Institute, Certification ID: 01212973 • ICC Structural Steel and Bolting Special Inspector • ICC Reinforced Concrete Special Inspector • ICC Mechanical Plans Examiner • ICC Structural Masonry Special Inspector • ICC California Commercial Building Inspector • ICC California Residential Electrical Inspector • ICC California Commercial Electrical Inspector • ICC Electrical Plans Examiner • ICC California Building Plans Examiner • ICC Prestressed Concrete Special Inspector • ICC Electrical Inspector • ICC Combination Inspector Elvin “Chuck” DeVorss, CBO Plans Examiner Education • Associates of Science – Construction Inspection, Pasadena City College, 1994 • Certificate – Building Inspection and Plan Review, University of Nebraska Licenses & Certifications • ICC Reinforced Concrete Special Inspector Legacy • ICC Certified Building Official • ICC Building Plans Examiner • ICC Building Inspector • ICC Electrical Plans Examiner • ICC Mechanical Inspector UMC • ICC Commercial Electrical Inspector • ICC Plumbing Inspector • ICC Commercial Building Inspector • ICC Commercial Energy Plans Examiner • ICC Residential Electrical Inspector • ICC Combination Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Commercial Energy Inspector • ICC Mechanical Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Master Code Professional • ICC Structural Masonry Special Inspector • ICC Electrical Inspector • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Commercial Combination Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 19 Appendix Team Member/ Job Title Certification / License / Affiliations Alan Ellis, CBO Nevada Client Liaison Manager Education • MBA, University of Phoenix, Las Vegas, NV, 2004 • B.A., Social Science, Michigan State University, East Lansing, MI, 1977 Licenses & Certifications • Fire Inspector, Uniform Fire Code Association • Fire Inspector, International Fire Code Institute • Fire Inspector III, NFPA issued by the Office of the Nevada State Fire Marshal • Plans Examiner II, NFPA issued by the Office of the Nevada State Fire Marshal • Fire Inspector II, Office of the Nevada State Fire Marshal • Fire Inspector I, Office of the Nevada State Fire Marshal • Medical Gas Inspector – National Pipefitters Council • ICC Certified Building Official • ICC Fire Inspector II • ICC Building Inspector • ICC Building Plans Examiner • ICC Building Code Specialist Rouhi El-Rabaa, PE, CASp Plan Check Engineer Education • Bachelor’s in Civil Engineering, California State University, Los Angeles Licenses & Certifications • Professional Civil Engineer, State of California, License # 92565 • Certified Access Specialist (CASp), Cert # CASp-973 • ICC Building Plans Examiner Ali Fatapour, PE, CBO Interim Building Official Education • M.S., Structural Engineering – California State University, San Jose • B.S., Civil Engineering – California State University, San Jose Licenses & Certifications • Professional Civil Engineer, State of California, No. C40671 • ICC Certified Building Official • ICC Building Plans Examiner Jeffrey Finn, SE Education • B.S. Civil and Environmental Engineering, Cornell University, Ithaca, NY, 1985 • M.E. (Civil), Structural Emphasis Cornell University, Ithaca, NY, 1986 Licenses & Certifications • Professional Structural Engineer, State of Arizona, No. 50541 • Professional Structural Engineer, State of Nevada, No. 22503 • NCEES Model Law Structural Engineer, No. 39782 Su Fong, PE Plan Check Engineer Education • M.S. Civil Engineering, San Jose State University, 2014 • B.S. Architectural Engineering, California Polytechnic State University, 2011 Licenses & Certifications • Professional Civil Engineer, State of California, No. 89055 (expires 09/30/2022) • ICC Building Plans Examiner William “Bill” Gardner Elevator Inspector Education • B.S., Business Administration – University of S. Dakota Licenses & Certifications • NAESAI QEI Certification, State of Colorado, No. C-2041 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 20 Appendix Team Member/ Job Title Certification / License / Affiliations Dean Gesualdo Building Inspector Licenses & Certifications • Master Electrician, Clark County, NV • ICC Commercial Building Inspector • ICC Commercial Plumbing Inspector • ICC Electrical Inspector • ICC Residential Building Inspector • ICC Residential Electrical Inspector • ICC Building Inspector • ICC Plumbing Inspector • ICC Residential Plumbing Inspector Roger Gier, CBO Nevada Client Liaison Manager Education • B.S., Business Administration, University of Phoenix, Las Vegas NV, 2001 Licenses & Certifications • ICC Certified Building Official • ICC Mechanical Inspector UMC • ICC Mechanical Inspector • ICC Combination Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Plumbing Inspector UPC • ICC Building Inspector • ICC Commercial Combination Inspector Martin Haeberle, CBO Senior Building Inspector Plans Examiner Chief Building Official Education • ADA Coordinator, University of Missouri • Commercial/Residential Heating Ventilation and Refrigeration Systems - Kansas City Technical College Licenses & Certifications • FEMA Emergency Management Certification • Building Inspector License, State of Utah. No. 6597488-5602 • ICC Residential Electrical Inspector • ICC Building Inspector • ICC Commercial Electrical Inspector • ICC Building Plans Examiner • ICC Certified Building Official • ICC Residential Plumbing Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Commercial Mechanical Inspector • ICC Commercial Plumbing Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Code Specialist Tom Haney, FPE, CBO Plans Examiner Manager Licenses & Certifications • Fire Protection Engineer, State of California, No. 1926 • Building Official • Mechanical Inspector • Residential Mechanical Inspector • Building Inspector • Plumbing Inspector • Building Inspector UBC • Mechanical Inspector UMC • Plumbing Inspector UPC Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 21 Appendix Team Member/ Job Title Certification / License / Affiliations Patrick Haniger Building Inspector Education • Building Technology Certificate, College of San Mateo • A.S., Building Technology College of San Mateo Licenses & Certifications • ICC Plumbing Inspector UPC • ICC Commercial Electrical Inspector • ICC Residential Building Inspector • ICC Mechanical Inspector UMC • ICC Commercial Building Inspector • ICC Building Inspector Landan Hansen Building Inspector Plans Examiner Education • Snow College, Ephraim Utah, 2005 Licenses & Certifications • ICC Residential Building Inspector • ICC Residential Plumbing Inspector • ICC Residential Mechanical Inspector • ICC Commercial Electrical Inspector • ICC Commercial Mechanical Inspector • ICC Mechanical Inspector • ICC Commercial Plumbing Inspector • ICC Commercial Building Inspector • ICC Plumbing Inspector • ICC Commercial Combination Inspector • ICC Building Inspector Jeff Hedman, SE Plans Check Engineer Education • B.S Civil Engineering, University of Utah • AA, General Studies, Dixie State University Licenses & Certifications • Professional Structural Engineer, State of Utah, License # 5338635-2203 Jody Hilton, CBO Chief Building Official Plans Examiner Manager Education • ICBO Plans Building Code Class’s Salt Lake Community College • Examiner Class, Whittier, California • Utah Valley Community College Licenses & Certifications • ICC Commercial Combination Inspector • ICC Building Code Specialist • ICC Building Plans Examiner • ICC Commercial Energy Plans Examiner • ICC Combination Inspector • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Building Inspector • ICC Certified Building Official • ICC Electrical Inspector Richard “Rick” Hollander Building Inspector Education • IAEI Training Seminars Licenses & Certifications • ICC Electrical Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 22 Appendix Team Member/ Job Title Certification / License / Affiliations Cody Illum Building Inspector Licenses & Certifications • ICC Commercial Mechanical Inspector • ICC Residential Electrical Inspector • ICC Residential Mechanical Inspector • ICC Residential Plumbing Inspector • ICC Commercial Electrical Inspector • ICC Commercial Building Inspector • ICC Residential Building Inspector • ICC Commercial Plumbing Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Residential Combination Inspector • ICC Combination Inspector • ICC Commercial Combination Inspector Nicole Johnson Permit Technician Education • Bachelor’s Degree: Geography, Urban & Metropolitan Planning, California State University, 2015-2017 • Los Rios Community College 2013-2015, Transfer degree received Licenses & Certifications • ICC Permit Technician Vincent “Vince” Juanitas Building Inspector Licenses & Certifications • ICC Residential Building Inspector • ICC Residential Plumbing Inspector Daniel “Dan” Kishpaugh Senior Plans Examiner Education • Bachelor’s degree, History - University of Nevada, Reno, 1983 • Plan Review Institute - Whittier, California, 1996 • Building and Fire Code Plan Review - National Fire Academy, 1999 • Fire Structures and Systems Course - National Fire Academy, 2001 • Building Official’s Institute - Portland, Oregon, 2004 Licenses & Certifications • ICC Mechanical Inspector UMC • ICC Plumbing Inspector UPC • ICC Electrical Inspector • ICC Building Plans Examiner Terry Knox, MBA Director, Business Development Education • Master of Business Administration – Construction Management • Bachelor of Science - Construction Building Inspection Technology, Business Administration • Structural Engineers Association -Methodology • Associate of Arts- Housing Inspection Awards • Helen Putnam Award for Excellence for Government Efficiency and Responsiveness • California Building Official (CALBO) Hall of Fame Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 23 Appendix Team Member/ Job Title Certification / License / Affiliations Dean Kuenzi, CBO Plans Examiner Building Inspector Education • A.S. Degree in Energy Systems – Photovoltaics, Diablo Valley College, Pleasant Hill, CA, June 2014 • B.S. Degree, Colorado State University – Global, January 2019 – Present (Expected 2022) Licenses & Certifications • NABCEP Entry Level Certification (Photovoltaic) • Post-Disaster Safety Assessment Program (SAP) • ICC Commercial Electrical Inspector • ICC Combination Inspector • ICC Commercial Energy Plans Examiner • ICC Residential Plans Examiner • ICC Commercial Building Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Fire Plans Examiner • ICC Residential Mechanical Inspector • ICC Master Code Professional • ICC Certified Building Official • ICC Building Plans Examiner • ICC Fuel Gas Inspector • ICC Residential Electrical Inspector • ICC Commercial Plumbing Inspector • ICC Residential Plumbing Inspector • ICC Residential Building Inspector • ICC Commercial Mechanical Inspector • ICC Plumbing Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Building Inspector • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Code Specialist • ICC Plumbing Code Specialist • ICC Residential Combination Inspector • ICC Commercial Combination Inspector David Logsdon Plans Examiner Licenses & Certifications • Maryland Statewide Master Electrician License, State of Maryland • Safety and Health Practitioner, State of Nevada Division of Industrial Relations • Certified Electrical Inspector: Residential and Commercial, State of Maryland • Associated Builders and Contractors- Electrical 4-year Program • ICC Residential Electrical Inspector, Certification # 5317382-E1 • ICC Electrical Plans Examiner, Certification # 5317382 • ICC Commercial Electrical Inspector, Certification # 5317382-E2 • ICC Electrical Inspector, Certification # 5317382 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 24 Appendix Team Member/ Job Title Certification / License / Affiliations Jerry Long Building Inspector Plans Examiner Education • B.S Industrial Technology, University of Wisconsin – Stout • Ski Area Management Leadership Training, Colorado Mountain College Licenses & Certifications • ICC Building Inspector • ICC Residential Mechanical Inspector • ICC Commercial Plumbing Inspector • ICC Residential Building Inspector • ICC Commercial Building Inspector • ICC Commercial Mechanical Inspector • ICC Building Plans Examiner • ICC Residential Plumbing Inspector • ICC Plumbing Inspector • ICC Mechanical Inspector Xin Lui, FPE Fire Protection Engineer Education • M.S., Fire Protection Engineering, University of Maryland, College Park, MD • B.S., Fire Protection Engineering, State Key Laboratory of Fire Science, University of Science and Technology of China Licenses & Certifications • Registered Professional Engineer, State of California, NO. 1698 Alain Mamada, FPE Fire Protection Engineer Education • M.S., Fire Protection Engineering, California Polytechnic State University • B.T Mechanical Engineering University of Johannesburg Licenses & Certifications • Registered Professional Engineer State of California. No. 1935 James “Jim” McGinley Building Inspector Education • Bachelor of Science Degree, Business Administration/ Marketing, San Diego State University • Construction Practices and Procedures, San Jose State University College of Extended Studies • Certificate of Proficiency in Concrete Construction Inspection, San Diego State University College of Extended Studies Licenses & Certifications • ICC Building Inspector Kurt McMullin, PE, Ph. D Plan Check Engineer Education • PhD, Civil Engineering, University of California, Berkeley • MS, Civil Engineering, University of California, Berkeley • BS, Agricultural Engineering, Iowa State University Licenses & Certifications • Professional Civil Engineer, State of California, No. C47595 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 25 Appendix Team Member/ Job Title Certification / License / Affiliations Hope Medina, CBO Building Inspector Plans Examiner Instructor Licenses & Certifications • On Site Plan Review and Inspections, Train the Trainer, DOE Building Energy Codes • Safety Assessment Program Building Inspector, State of California • ICC Residential Electrical Inspector • ICC Green Building - Residential Examiner • ICC Residential Mechanical Inspector • ICC Residential Building Inspector • ICC IgCC Plans Examiner • ICC Building Plans Examiner • ICC IgCC Commercial Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Commercial Building Inspector • ICC Residential Plumbing Inspector • ICC Residential Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Permit Technician • ICC Mechanical Plans Examiner • ICC Building Inspector • ICC Residential Combination Inspector • ICC Management Module • ICC Legal • ICC Building Codes and Standards • ICC Certified Building Official • ICC Building Code Specialist • ICC Certified Sustainability Professional • ICC Permit Specialist Russell Mora Plans Examiner Licenses & Certifications • ICC Electrical Plans Examiner • ICC Electrical Inspector Adam Mulford Elevator Inspector Licenses & Certifications • Certified Elevator Inspector, QEI NAESA • Type 1 Conveyance Inspector, Colorado Division of Oil and Public Safety, Conveyance Section Christian Ng, FPE Fire Protection Engineer Education • B.S, Fire Protection Engineering University of Maryland, College Park, MD Licenses & Certifications • Registered Fire Protection Engineer State of California. No. 2132 Lisa O'Malley Plans Examiner Licenses & Certifications • California Building Plans Examiner Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 26 Appendix Team Member/ Job Title Certification / License / Affiliations Josephine Ortega AIA, CBO, LEED AP Senior Plans Examiner Education • Master of Urban Regional Planning, San Jose State University, May 2017 • B.A. Economics, University of California, Santa Cruz, June 2006 • Associate Arts Degree with Honors, Monterey Peninsula College, August 1999 • Bachelor of Architecture, Minor in Landscape Architecture and Sociology, University of Idaho, May 1985 • Certificate of Real Estate Development, San Jose State University Licenses & Certifications • Registered Architect, State of California, License No. 26560 • Registered Architect, State of Ohio, License No. 10972 • LEED Green Associate • LEED AP Homes • LEED AP ND (Neighborhood Development) • LEED AP ID+C [Commercial Interiors] • LEED AP BD+C (Building Design & Construction) • LEED AP O+M (Operations & Maintenance) • Safety Assessment Program Coordinator, Office of Emergency Service, #60452 • Safety Assessment Program Evaluation Office of Emergency Service, #60542 • ATC-20 (Applied Technology Council Building Safety Evaluation Program), Office of Emergency Service • ICC Fire Inspector I • ICC Plumbing Inspector UPC • ICC Accessibility Inspector/Plans Examiner • ICC Certified Building Official • ICC Mechanical Inspector • ICC Zoning Inspector • ICC Plumbing Inspector • ICC Building Plans Examiner • ICC Combination Inspector • ICC Building Inspector • ICC Combination Inspector - Legacy • ICC / AACE Property Maintenance and Housing Inspector • ICC Electrical Inspector • ICC Mechanical Inspector UMC • ICC Building Code Official • ICC Fire Inspector II • ICC CALGreen Inspector/Plans Examiner • ICC Building Code Specialist • ICC Commercial Combination Inspector Randy Pabst Elevator Chief Inspector Education • University of Colorado at Boulder, Bachelor of Arts, 1975 Licenses & Certifications • Certified Elevator Inspector, National Association of Elevator Safety Authorities, Cert # C-1790 • Type 1 Conveyance Inspector, State of Colorado, Licensee # 951711 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 27 Appendix Team Member/ Job Title Certification / License / Affiliations Lloyd Parry Building Inspector Education • Business Degree Licenses & Certifications • ICC Residential Electrical Inspector • ICC Residential Building Inspector • ICC Residential Mechanical Inspector • ICC Residential Plumbing Inspector • ICC Commercial Plumbing Inspector • ICC Residential Combination Inspector • ICC Commercial Mechanical Inspector • ICC Commercial Building Inspector • ICC Building Inspector Jeffrey Paterson, FPE Fire Protection Engineer Education • M.S., Fire Protection Engineering, California Polytechnic State University • B.S., Civil Engineering, University of California Davis Licenses & Certifications • CA Registered PE, No. 1926 Ed Paxton Building Inspector Education • Trade Teck Welding School Licenses & Certifications • ICC Building Inspector • ICC Mechanical Inspector • ICC Plumbing Inspector • ICC Electrical Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Combination Inspector • ICC Commercial Combination Inspector James “Ed” Pehrson Plans Examiner Building Inspector Education • Building Inspection coursework, Davis Applied Technology Center, Utah Licenses & Certifications • Combination Inspector, State of Utah, License # 5791568-5601 • Stormwater Inspector, SPESC, Cert ID #00004693 • ICC Residential Combination Inspector • ICC Residential Plumbing Inspector • ICC Commercial Plumbing Inspector • ICC Commercial Electrical Inspector • ICC Residential Electrical Inspector • ICC Commercial Building Inspector • ICC Commercial Mechanical Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Residential Building Inspector • ICC Residential Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Combination Inspector • ICC Commercial Combination Inspector Diana Perkins, CBO Senior Plans Examiner Education • M.P.A., University of San Francisco • B.S., Economics, University of San Francisco Licenses & Certifications • LEED Accredited Professional • ICC Accessibility Inspector/Plans Examiner • ICC Residential Building Inspector • ICC Building Plans Examiner • ICC Certified Building Official Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 28 Appendix Team Member/ Job Title Certification / License / Affiliations Rosario “Russ” Perrone Senior Building Inspector Licenses & Certifications • OHSA 30 • Post-Earthquake Safety Evaluation • ICC Commercial Building Inspector • ICC Residential Building Inspector • ICC Building Inspector Mark Ptashkin, CBO Electrical Plans Examiner Chief Building Official Licenses & Certifications • Special Inspector (Electrical), City of Phoenix. #37551 • ICC Certified Building Official • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Building Inspector Daniel “Dan” Reardon Building Inspector Plans Examiner Education • BS Mathematics / Emphasis in Secondary Education, University of Northern Colorado, 1987 – 1991 Licenses & Certifications • Safety Assessment Program (Disaster Mitigation) • ICC Plumbing Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Building Plans Examiner Gil Rossmiller Building Inspector Plans Examiner Instructor Licenses & Certifications • ICC Building Inspector • IgCC Plans Examiner • ICC Mechanical Inspector • ICC Plumbing Inspector • IgCC Commercial Inspector with ASHRAE 189.1 • IgCC Commercial Inspector • IgCC Plans Examiner with ASHRAE 189.1 • ICC Green Building - Residential Examiner • ICC Building Plans Examiner Douglas “Doug” Rykerd Combination Inspector Education • Mr. Rooter University, Waco TX, Training in Business, 1998 • California Polytechnic University, Pomona, CA – Mechanical Engineering, 1985 - 1987 Licenses & Certifications • ICC Commercial Building Inspector Previous Licenses & Certifications • ICC Certified Commercial Plumbing Inspector • ICC Certified Commercial Mechanical Inspector AJ Smith Building Inspector Education • Master of Management/ Public Administration, University of Phoenix, May 2011 • Bachelor of Science, Major: Criminal Justice, Minor: Education, Southern Utah University, May 2005 • Associates of Science, Snow College, December 2002 Licenses & Certifications • Combination Inspector, State of UT, License #5942920-5601 • ICC Combination Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 29 Appendix Team Member/ Job Title Certification / License / Affiliations Matt Tate Building Inspector Licenses & Certifications • ICC Residential Mechanical Inspector • ICC Commercial Mechanical Inspector • ICC Residential Building Inspector • ICC Combination Inspector • ICC Residential Plumbing Inspector • ICC Commercial Electrical Inspector • ICC Commercial Plumbing Inspector • ICC Commercial Building Inspector • ICC Residential Electrical Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Residential Combination Inspector • ICC Commercial Combination Inspector Stephen “Steve” Thomas, CBO Colorado Regional Manager Educational Director Instructor Chief Building Official Building Inspector Plans Examiner Education • B.S. in Business Administration - University of Phoenix - Thesis: “The Affects of a Housing Code in the City of Glendale” • Course Work in Civil Engineering Technology - CCD • Community College of Denver at Red Rocks Lakewood, CO 1976 -1978 Licenses & Certifications • ICC Structural Masonry Special Inspector • ICC Spray Applied Fire Proofing Special Inspector • ICC Certified Building Plans Examiner • ICC Certified Building Official • ICC Certified Residential Plans Examiner • ICC Certified Mechanical Inspector • ICC Certified Housing Code Official • ICC Certified Accessibility Inspector/Plans Examiner • ICC Certified Building Code Official • ICC Certified Building Inspector • ICC Certified ICC / AACE Property Maintenance and Housing Inspector • ICC Certified Plumbing Inspector • ICC Certified Building Code Specialist Thor Toepfer Building Inspector Licenses & Certifications • ICC Building Plans Examiner • ICC Fire Plans Examiner • ICC Residential Building Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Residential Plumbing Inspector Mariam Umair, EIT Plan Check Engineer Education • M.S., Structural Engineering - San Jose State University Graduated: December 2014 • B.S., Civil Engineering - University of Engineering & Technology, Taxila, Pakistan Graduated: August 2010 Licenses & Certifications • Licensed EIT Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 30 Appendix Team Member/ Job Title Certification / License / Affiliations Jason Van Ausdal, CBO Building Inspector Plans Examiner Instructor Education • Associates in Business Administration and Management, Stevens Henegar Business College, 1995-1997 Licenses & Certifications • Combination Inspector, State of Utah, License # 339648-5601 • ICC Commercial Combination Inspector • ICC Building Code Specialist • ICC Combination Inspector • ICC Electrical Inspector • ICC Mechanical Inspector • ICC Building Inspector • ICC Certified Building Official • ICC Building Plans Examiner • ICC Plumbing Inspector Christopher Vasquez Elevator Inspector Education • One year of Conveyance Inspector Training • Denver Joint Electrical Apprenticeship Training Center, 1985-1990 • Completed two-year course at Electronic Technical Institute in Denver, CO • Attained Associates Degree in Electronic Technology, 1983 Licenses & Certifications • QEI Certification, NAESA, Cert # C-5713 • State of Colorado Conveyance Inspector, License # CI-1-516 • City of Denver Conveyance Inspector, License #1545330 • State of Colorado Master Electrician, License ME.0029035 • State of Colorado Journeyman Electrician, License JW.0010368 Daniel “Dan” Weed, CBO Chief Building Official Building Inspector Plans Examiner Education • Arizona Building Officials (AZBO) Institute, 1995 – 1999 • Bachelor of Arts in Liberal Arts / Public Speaking, 1986 • Ambassador University, Pasadena, California Licenses & Certifications • ICC Plumbing Inspector UPC • ICC Electrical Plans Examiner • ICC Mechanical Inspector UMC • ICC Mechanical Inspector • ICC Building Code Official • ICC / AACE Property Maintenance and Housing Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Inspector • ICC Combination Inspector - Legacy • ICC Combination Inspector • ICC Building Plans Examiner • ICC Certified Building Official • ICC Accessibility Inspector/Plans Examiner • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Commercial Combination Inspector Robert Wheeler, FPE Fire Protection Engineer Education • B.S. Fire Protection Engineering, University of Maryland Licenses & Certifications • CA Registered PE, No. 1825 • AZ Registered PE, No. 38935 • ND Registered PE, No. 6967 • GA Registered PE No. 17765 • NV Registered PE, No. 24638 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 31 Appendix Team Member/ Job Title Certification / License / Affiliations Heather Whitaker Plans Examiner Licenses & Certifications • Resnet Certified Residential Field Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Commercial Energy Plans Examiner • ICC Building Plans Examiner Pamela “Pam” Whitaker-Sowell Permit Technician Education • Bachelor’s Degree in Business Management • Associate of Science, Business, San Joaquin Della College, 6/2018 Licenses & Certifications • ICC Permit Technician • California State Notary Myron Williams Building Inspector Plans Examiner Education • General Education Courses, Utah Valley State College, 2002 • National Electrical Code, 2002 • Davis Area Technology Center, Kaysville, Utah, 1999 – 2000 • International Building and International Residential Code, 2000 • International Mechanical and International Plumbing Code, 2000 • International Building Plans Examiner, 2000 Licenses & Certifications • Combination Inspector, State of Utah, License #4958496-5601 • ICC Mechanical Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Plumbing Inspector • ICC Mechanical Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Electrical Inspector • ICC Building Plans Examiner • ICC Combination Inspector • ICC Building Inspector • ICC Commercial Combination Inspector The Town of Fountain Hills Shums Coda Associates Plan Check/Building Inspection Services 0 Table of Contents Cover Letter .................................................................................................................................................. 1 General Information ................................................................................................................................. 2 - 3 Experience and Qualifications ................................................................................................................. 4 - 5 Key Positions ................................................................................................................................................ 6 Project Review Timeline ............................................................................................................................... 7 Certifications ............................................................................................................................................ 8 - 9 Appendix .............................................................................................................................................. 10 - 31 The Town of Fountain Hills Shums Coda Associates Plan Check/Building Inspection Services 1 Cover Letter December 30th, 2021 Rob Durham Procurement Administrator 16705 E. Avenue of the Fountains Fountain Hills, AZ 85268 RE: 2021-RFQ-008; RFQ for Plan Check/Building Inspection Services Thank you for the opportunity to present this proposal to provide Plan Check/Building Inspection Services; it is a pleasure to submit our qualifications to the Town of Fountain Hills. We are confident that Shums Coda Associates (SCA) is the firm that has the personnel, experience, and attitude that will be required to successfully provide these “as-needed” services to the Town of Fountain Hills. We are committed to a vision of service excellence that we believe the Town of Fountain Hills shares. Our firm continually receives exceptional reviews from our jurisdictional clients, as well as design professionals, developers and contractors from all size projects and varying complexities. Positive interactions related to our work product is centered in our desire to be more than a mere consultant plan review, inspection, and permit processing firm, but rather a contributing partner, functioning as an extension of Town’s staff. We look to see that projects are successfully completed, on time, within budget, and a reflection of the Town’s codes, ordinances procedures, policies, and directives. A key in those efforts is the ability to create a solid working relationship with your jurisdiction to assist with all aspects outlined in the RFQ document. SCA understands the scope of services to be provided extends beyond technical code expertise, and why our team’s overall ability and qualifications will exceed the minimums being requested; which in turn makes us a good fit to meet the Town’s desires to relieve the peaks in overall projects under review or inspection. The following SOQ will highlight key features and distinguishing points of the SCA team that will assist in this undertaking. SCA was founded on the principal of assisting our municipal partners with staff augmentation and developmental services related to construction review, permitting, inspections and documentation procedures. SCA is committed and ready to provide you with the same care and standard of technical excellence that has been the hallmark of our work since our inception. We intend to provide primary services from our Arizona regional office at 1616 North Litchfield Road, Suite A-210, Goodyear, AZ 85395, with additional support staff being provided from our headquarters and other regional offices. If SCA is fortunate enough to be awarded this contract, we intend to meet and confer with the Town of Fountain Hills’s management team to determine the proper members of our staff needed to complete the services outlined in the RFQ. We will perform the services and adhere to the requirements described in this RFQ. Our team looks forward to answering any additional questions you may have about our firm after you have reviewed this response to the request for qualifications. Sincerely, David Basinger, Architect Christine Godinez Principal/President/CEO COO/Secretary david.basinger@shumscoda.com christine.godinez@shumscoda.com (925) 413-5626 (Cell) (925) 463-0651 (Main Line) Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 2 General Information Shums Coda Associates, Inc., is legally defined as a S-Corporation. Our Federal Tax ID number is 20- 4574991. Our corporate headquarters (principal office) is located at 5776 Stoneridge Mall Road, Suite 150, Pleasanton, CA 94588. We have additional offices at the following locations: • Arizona local regional office at 1616 North Litchfield Road, Suite A-210, Goodyear, AZ 85395 • Northern California - 6381 Auburn Boulevard, Suite H, Citrus Heights, CA 95621 • Southern California - 5208 Weymouth Way, Oceanside, CA 92057 • Northern Utah - 5782 South 920 East, Murray, UT 84121 • Southern Utah - 2284 East 3400 South Street, St. George, UT 84790 • Nevada - 1916 Summit Pointe Drive, Las Vegas, NV 89117 • Colorado – 4610 South Ulster Street, Suite 150, Denver, CO 80237 The following corporate officers are authorized to make these representations on behalf of Shums Coda Associates, the contacts concerning this SOQ, and are located in our corporate headquarters (physical address above): • David Basinger, Principal/President/CEO (Arizona licensed Architect #57859) david.basinger@shumscoda.com (925) 413-5626 (Cell) • Christine Godinez, COO/Secretary christine.godinez@shumscoda.com (925) 463-0651 (Main Line) Shums Coda Associates was established in 2006 (16 years of business in March, 2022), by licensed building professionals with multiple decades of municipal consulting experience. Our core services are building life-safety code reviews, inspections and administrative staffing, on behalf of only jurisdictional clients. We review and inspect all facets of design construction related to code minimums and local amendments, such as: architectural, accessibility, structural, fire-safety, energy, sustainability, mechanical, electrical and plumbing; and have staff to assist with the intake, recording and permitting of construction documents. By selecting Shums Coda Associates, the Town of Fountain Hills will receive an experienced, knowledgeable team with a proven track record of outstanding service. In providing these services, our priority is to be a seamless extension of your staff. We therefore commit to being available for code consultations, on-time delivery of services, and providing cost-effectiveness to the Town through the utilization of focused staff augmentation. We are comprised of licensed architects, engineers, contractors and I.C.C. Certified personnel that have a wealth of code knowledge and experience in design or construction related fields. SCA believes that an understanding of how buildings are designed and constructed is an important element to providing effective code comments that are based on the realities of practical construction. SCA preaches this to our staff and encourages continuing education to maintain our understanding of the ever-changing code requirements and amendments. We have seen there can be a great deal of interpretation applied to how requirements are enforced, so SCA staff continues to find value in learning the history and intent of code language to assist with accurately applying it to our review and inspections (with final determinations clearly coming from the Town staff). Shums Coda Associates takes this commitment to code content further, as we continue to expand our involvement in various code training and education offerings. For example, SCA continues to participate in the AZBO Education Board and training and provide similar roles and leadership to the Southern Nevada ICC EduCode training event, Utah ABM and Chapter training, and the Sacramento Valley Association of Building Official Minstitute annual event. At the end of 2020, Shums Coda Associates was Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 3 General Information also fortunate to acquire the Colorado Code Consulting company that was owned by Mr. Steve Thomas, who provides national education and training offerings throughout the United States. This demonstrates SCA’s commitment to knowledge through education with all things related to the model Building Codes. Our belief is that code should be understood by our staff to a level where they can explain to our clients (and their applicants), as well as the how and why it applies to their specific project. We strive to meet this level with our reviews and inspections, and we continue to offer on-line, or in-person training, to improve that code understanding internally with our staff and the industry. With regional offices throughout Arizona (Goodyear), California (Sacramento/Oceanside), Nevada (Las Vegas), Utah (St. George/Murray) and Colorado (Denver), you will find SCA has nearly one-hundred employees available to assist the Town of Fountain Hills with plan review and inspection needs outlined in the RFQ. Our preference is to utilize local staff to provide the plan review services, but with the Coronavirus pandemic, we have expanded our electronic plan review capacity to be able to review projects from any of our offices. This will mean that we can provide even greater degree of expertise for unusual systems related to structural, mechanical, plumbing or electrical, as well as accessibility or sustainability reviews. It also affords us the ability to utilize staff from all locations to ensure that reviews are completed on timelines established by the Town. We have been providing electronic plan reviews for many years now, and are comfortable with reviewing plans under several formats. We have also provided inspection services via electronic devices, and are capable of completing inspections remotely, or via drone, if desired by the Town. SCA looks forward to continuing that discussion related to software, hardware and process the Town uses currently (or would like to implement), as part of our next step in this response to the RFQ. Our standard plan review and inspections result in lists of comments which refer to specific detail, drawing or location in the building, and reference applicable code sections for each item cited. We prefer (if allowed by the Town policies) to expedite or clarify plan review items by contacting the applicant/designers and communicating directly, using the most advantageous media available, to resolve issues. Similarly, we encourage our inspectors to be available for contractor/owners to answer the phone calls of clarification for specific correction items. In today’s development climate a brief phone call, or a thirty-minute online meeting can save weeks of back-and-forth delays to obtain minimum code compliance and approvals. We understand that there can be limitations in the applicant’s technology or jurisdictional inter-department review process, which sometimes prohibit these methods from being implemented with every project. With either approach being implemented, SCA understands and intends to route all communication/comment letters (first or concurrently) through Town of Fountain Hills, as directed by your staff. All reviewed and approved documents shall be returned to the Town after the plan review or inspection process is completed, and input into the tracking software as directed by Fountain Hills staff. This should demonstrate Shums Coda Associates experience with the plan review and inspection services outlined in the Fountain Hills RFQ. We are a large enough corporation, that we do not typically utilize any sub-consultants to complete these services, and do not anticipate using any for the services requested. We will also note that in our nearly sixteen years of business, we have not had any contract or subcontract terminated. Further, we have had no claims arising from a contract that resulted in litigation or arbitration since our inception as a corporation. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 4 Experience and Qualifications Shums Coda Associates provides services similar to those outlined in the RFQ, to over 100 jurisdictions in ten states across the Country (AZ, CA, NV, UT, CO, TN, MN, ID, WA and WY). However, per the instructions provided, we provide the following three jurisdictions that examples of municipalities similar in size to Fountain Hills and/or similar in types of plan reviews and inspection services being requested (although Casa Grande demonstrates the versatility of our team to review large-scale projects in predominately residential/commercial retail City): Project Name Buckeye – plan review and inspection services Name of Company or Organization City of Buckeye Contact Name Mike Izzo, CBO Contact address, Telephone Number and Email 530 E. Monroe Ave., Buckeye, AZ 85326 (623) 349-6200 (main) mizzo@buckeyeaz.gov Type of Service Provided Residential, commercial, industrial and educational plan reviews and inspection services, with some fire reviews, and providing an Acting Building Official Date of Contract initiation and expiration 2017 – present Description of Project. Provided Acting Building Official, that was eventually hired as current CBO; provided plan review and inspection services during the period were Buckeye was the second fastest growing jurisdiction in the US. Significant project plan reviews set-up to hold meetings with applicants to explain comments and provide additional directions to approve larger plan reviews in two cycles. More significant projects are FiveBelow and Ross distribution centers, three new school projects, APS West Valley facilities and new City Police Training Facility. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 5 Experience and Qualifications Project Name Cherry Hills Village – plan review and inspection services Name of Company or Organization Cherry Hills Village Contact Name Paul Workman, Planning Manager Contact address, Telephone Number and Email 2450 E. Quincy Ave., Cherry Hills Village, CO 80113 (303) 783-2721 pworkman@cherryhillsvillage.com Type of Service Provided Building plan review and inspection services Date of Contract initiation and expiration 1994 – 2019 (as Colorado Code Consulting), and 2019 – present (recently renewed under SCA) Description of Project. Provide large-scale residential plan review and inspections for a predominantly residential community of custom homes (usually over 5,000-sq. ft. in size). Project Name Casa Grande - Lucid Electric Car Manufacturing Facility Plan Review (Phases 1 and 2) Name of Company or Organization City of Casa Grande Contact Name Brian Tardif, CBO Contact address, Telephone Number and Email 510 E. Florence Blvd., Casa Grande, AZ 85122 (520) 421-8630 (main) Brian_Tardif@casagrandeaz.gov Type of Service Provided Building and Fire Plan Review Date of Contract initiation and expiration 2019 – expected to continue to completion of project sometime in 2023 Description of Project. +3 million sq. ft. of new auto manufacturing, offices, café/break/conference and hazardous materials, as well as site development, fire sprinkler and alarm reviews, with AMMR’s and weekly review meetings with City, contractors and design team to streamline reviews and assure complete re-submittals. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 6 Key Positions SCA will utilize our local Arizona staff to fill key personnel roles requested in the RFQ. Our Arizona Regional Manager, Ms. Barbara Rice, CBO/FM, will serve as the local point of contact and Project Manager for the Fountain Hills services. Further, our CEO and Arizona licensed architect, Mr. David Basinger and our COO, Ms. Christine Godinez, will be additional points of contact for technical assistance (as needed) and contract/invoicing information. The day-to-day team is proposed to be as follows: A. Support Team – Justine Cornelius, Lisa O’Malley will be the primary and local plans examiner managers for Fountain Hills. We will also utilize senior plans examiners Martin Haeberle, Tom Haney and Myron Williams as additional review team members for Fountain Hills, as they have all provided extensive plan reviews in the Valley of the Sun for decades. All of these staff members are full-time employees of SCA. B. Additional Support staff – Although all of the Shums Coda Associates family will be collectively available to provide these services to Fountain Hills, we anticipate (as is our preference) to primarily utilize our systems specific plan review team for additional plan review support. Therefore, David Logsdon, Russ Mora or Dean Kuenzi are available for electrical systems review. We have Jason Van Ausdal and Jody Hilton to review mechanical and plumbing systems, and Hope Media or Gil Rossmiller to assist with energy compliance issues. Finally, we have a large structural engineering team to assist on engineering issues, headed by our Project Engineer Kurt McMullin, and additional engineer plan check staff of Su Fong, Mariam Umair or Ryan Loh. C. SCA does not anticipate utilizing any subcontractor for any of the proposed services in the RFQ. D. We will provide additional resume/certifications for the rest of our staff and key inspectors for the Fountain Hills work. We have not designated a specific inspector currently for these services, as we would need to discuss number of inspection hours needed for the services, and what would be considered appropriate certification and experience for our inspection team. SCA would then select from our local team the personnel that we believe would be a good fit for inspections, and anticipate an interview from Town staff prior to assigning them to complete the work. It is our belief that working within the jurisdiction requires an understanding of the role and acceptance by the Town staff they will interact with, prior to ever completing an inspection. Inspections are all conducted by ICC certified inspectors. The inspections will be completed within one business day from the time we receive the request. We believe in being service oriented and not the building police. We will work with the contractors and homeowners to bring a building into compliance with the applicable code whenever we can. It is our philosophy that inspections are educational opportunities to explain the purpose of the code and why certain things are required by the code. We will spend additional time explaining the purpose of a code requirement whenever necessary. Our inspectors provide their cell phone numbers to the contractors and homeowners if a question arises in the field. It is important the lines of communication are maintained open. We want to do whatever we can to ensure safe buildings while helping to get project completed on time and under budget. We pride ourselves on being problem solvers and not problem makers. Our goal is to get to yes and comply with the intent of the code. SCA will provide emergency disaster response when required. We will utilize the ATC-20 rapid assessment process to evaluate the habitability of a structure. We will post the property with the appropriate placard to indicate whether the building can be occupied or not. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 7 Project Review Timeline SCA’s plan review reports will reference sheets and code sections that are applicable form each comment. We would typically email the electronic reviews to the Town for distribution to the applicant, but we can also directly/simultaneously provide the owner, contractor, architect and/or the engineer with the same electronic list of items needing correction. Our comment lists should be self-explanatory, but our review team will remain available during working hours (and often off-hours) to provide any additional clarification/discussion needed of the applicable building code section, ordinances, or regulation. We will provide a similar list at each cycle of the review process, but typically most reviews are resolved in one or two cycles, with perhaps a quick third review of a remaining comment (or two). When a review remains extensive at a third (or longer) review cycle, SCA staff will reach out to the Town of Fountain Hills staff to discuss the overall items of concern and look for direction on any alternative methods to keep the project review moving in a positive direction. With these difficult reviews, SCA is not opposed to online video conferences to share and discuss the code concerns with the Town of Fountain Hills’s staff and the applicant – hopefully to assist in receiving a more complete resubmittal with the next review. With each review cycle, SCA will provide a cover letter/transmittal that includes the following information: • The address, Town permit number, description, use, and type of construction. • A list of all plans and documents received for review and the associated dates they were received. Once the final plan review is completed and ready for approval, SCA will electronically stamp the plans and the supporting documents and return them to the Town, along with our letter of completion. It should be noted that our approval stamp can be modified to suit the desired information needed by the Town of Fountain Hills. Shums Coda is proficient in many various electronic plan review and web-based tools. We typically utilize the Bluebeam product for our reviews but can provide our review comments on any of the other comparable platforms, and even embed the comments into the electronic plan sheets (if desired). SCA would look to the Town of Fountain Hills to provide guidance on the preferred method of electronic comments to be received. However, it should be noted that SCA can also review paper plans when submitted. In those instances, we would provide courier to pick-up and drop-off the plans at the Town offices (as needed). Type of Plan Review Timeframes Initial Review Recheck Single-Family 7-10 business days 5 business days Multi-Family 10-15 business days* 5 business days Commercial 10-15 business days* 7 business days* * Some project may require additional time because of size or complexity of the project; SCA would reserve the right to review those projects under a longer schedule when mutually agreed upon with the Town of Fountain Hills (prior to the beginning the review process). However, we pride ourselves to be able to customize our services to fit the Town’s needs and could potentially expedite reviews when requested. Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 8 Certifications Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 9 Certifications Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 10 Appendix David Basinger, Architect Principal / CEO Education Bachelor of Architecture (with an emphasis on urban redevelopment), California Polytechnic State University at San Luis Obispo Licenses & Certifications Registered Architect, State of California, License No. C25605 Registered Architect, State of Arizona, Registration No. 57859 Registered Architect, State of Nevada, License No. 7116 Registered Architect, State of Utah, License No. 10180242-0301 Registered Architect, State of Colorado, License No. 406323 Registered Architect, State of Hawaii, License No. 17696 Registered Architect, State of Washington, License No. 12600 NCARB Certified, No. 77371 ICC Building Plans Examiner Memberships A.I.A. Member PROFFESSIONAL SUMMARY David Basinger is a licensed Architect in multiple States and is the original founder of Shums Coda Associates in 2006. David has over 30 years of professional experience associated with architectural design and as a building code and life-safety plans examiner. PROFESSIONAL EXPERIENCE Principal/ CEO ------------------------------------------------------ 2006 - Present Shums Coda Associates, Pleasanton, CA Manages plan review, inspections and permitting services for numerous complex commercial, industrial, educational, medical, hazardous and a variety of multi-family residential construction projects. David has served as Acting Building Official or provided in-house plan review services for numerous jurisdictions in California, such as Mountain View, Fremont, Santa Clara, Sunnyvale, Menlo Park, Dublin, and Danville. Arizona Regional Office Manager --------------------------------- 2004 - 2006 Linhart Petersen Powers Associates, Phoenix, AZ Promoted to establish and serve as Arizona Regional Manager of the three separate company offices in Arizona: Phoenix, Tucson, and Window Rock. Provided assistance with large-scale plan review and inspection services, jurisdiction counter reviews and assistance, and special projects supervisor. Influential in taking the Arizona effort from a single client to over two dozen clients in a two-year period, managing eleven employees and three business lines. Senior Plans Examiner/Senior Associate ------------------------ 1991 - 2004 Linhart Petersen Powers Associates, Phoenix, AZ Provided plan reviews, and jurisdictional in-house/counter reviews and technical assistance for projects in California, Arizona, Nevada, Washington, and Idaho. Managed several large-scale developments as a project supervisor, and often provide code consultations for complex mixed- use/redevelopment or historical submittals. Served as primary manager for the jurisdictions of Mountain View, Danville and Dublin, California. Projects reviewed include campus designs for Microsoft, Veritas, Google, Alza Pharmaceuticals and other high-tech or bio-tech related businesses, as well as several mid-rise or high-rise multi-family complexes. Architect ----------------------------------------------------------------- 1989 - 1991 Linhart Engineering, Livermore, CA Completed architectural and structural engineering design for residential, commercial, and light industrial structures in the San Francisco Bay Area. Duties included design, drafting, structural calculations, building surveys, jobsite visits and structural reviews. Also performed field assessments of URM structures and equipment anchorage calculations for pumps, racks, and tanks. Shums Coda Associates Building Life-Safety Plan Review and Inspection Permit Technician Services Building Department Augmentation Fire Protection Engineering Civil Engineering Follow SCA on LinkedIn Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 11 Appendix Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 12 Appendix Team Member/ Job Title Certification / License / Affiliations Russell Adams, CBO Plans Examiner Building Inspector Education • Associate of Arts – Humanities, Santa Rosa Junior College, 2007 Licenses & Certifications • California Office of Emergency Services: Safety Assessment Program Coordinator • California Office of Emergency Services: Safety Assessment Program Evaluator • ICC Residential Mechanical Inspector • ICC California Commercial Building Inspector • ICC California Residential Building Inspector • ICC Commercial Building Inspector • ICC Residential Combination Inspector • ICC Plumbing Inspector • ICC Residential Plumbing Inspector • ICC Commercial Plumbing Inspector • ICC California Residential Electrical Inspector • ICC California Commercial Plumbing Inspector • ICC California Residential Combination Inspector • ICC Residential Building Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Building Inspector • ICC California Residential Mechanical Inspector • ICC Residential Electrical Inspector • ICC California Residential Plumbing Inspector • ICC Plumbing Plans Examiner • ICC Permit Technician • ICC Commercial Electrical Inspector • ICC Commercial Mechanical Inspector • ICC Mechanical Plans Examiner • ICC Mechanical Inspector • ICC Commercial Combination Inspector • ICC Combination Inspector • ICC California Commercial Electrical Inspector • ICC California Commercial Mechanical Inspector • ICC California Combination Inspector • ICC California Commercial Combination Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Electrical Inspector • ICC Building Plans Examiner • ICC California Building Plans Examiner • ICC Fire Plans Examiner • ICC Commercial Energy Inspector • ICC Master Code Professional • ICC Certified Building Official • ICC Mechanical Code Specialist • ICC Building Code Specialist • ICC Permit Specialist • ICC Plumbing Code Specialist • ICC Building Codes and Standards Module • ICC Legal Module • ICC Management Module Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 13 Appendix Team Member/ Job Title Certification / License / Affiliations Troy Alvord Building Inspector Licenses & Certifications • ICC California Commercial Plumbing Inspector • ICC Combination Inspector - Legacy • ICC California Commercial Electrical Inspector • ICC Building Inspector • ICC California Commercial Building Inspector • ICC Plumbing Inspector UPC • ICC California Residential Electrical Inspector • ICC Plumbing Inspector • ICC Electrical Inspector • ICC Mechanical Inspector UMC • ICC California Commercial Mechanical Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Mechanical Inspector • ICC California Residential Plumbing Inspector • ICC California Residential Building Inspector • ICC California Residential Mechanical Inspector • ICC California Commercial Combination Inspector • ICC California Residential Combination Inspector • ICC California Combination Inspector • ICC Combination Inspector • ICC Commercial Combination Inspector Richard Ames, CBO Plans Examiner Building Inspector Education • Bachelor of Liberal Arts, Cal State Hayward/East Bay College of San Mateo Licenses & Certifications • ICC Accessibility Inspector/Plans Examiner • ICC Building Code Official • ICC Plumbing Inspector UPC • ICC Certified Building Official • ICC Mechanical Inspector UMC • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Combination Inspector • ICC Building Inspector • ICC Combination Inspector - Legacy • ICC Building Plans Examiner • ICC Electrical Inspector • ICC Residential Plans Examiner • ICC Building Code Specialist • ICC Commercial Combination Inspector • ICC Fire Plans Examiner • ICC Commercial Energy Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Master Code Professional Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 14 Appendix Team Member/ Job Title Certification / License / Affiliations Herman “Gene” Ashdown, CBO Senior Building Inspector Education • Building Inspection Technology, Cosumnes River College, 1997-2001 • Bachelor of Arts in Health and Safety Studies, California State University, Sacramento, 1978- 1981 Licenses & Certifications • CALBO Building Official Certification • CA OES SAP Evaluator and Coordinator • ICC Mechanical Inspector UMC • ICC California Commercial Building Inspector • ICC Plumbing Inspector UPC • ICC California Residential Mechanical Inspector • ICC Plumbing Inspector • ICC California Commercial Plumbing Inspector • ICC California Commercial Mechanical Inspector • ICC Mechanical Inspector • ICC California Residential Building Inspector • ICC California Residential Plumbing Inspector • ICC Building Inspector Alberto Barrios Marquez, PE MEP Plans Examiner Education • B.S., Mechanical/Electrical Engineering, University of Guadalajara, GDL., Jalisco, México, 1999 Licenses & Certifications • Professional Engineer, State of Colorado, License # PE.0041140 • Master Electrician, State of Colorado, License # ME.0026505 • Certified Spanish Translator/Interpreter • LEED AP BD+C, U.S. Green Building Council • ICC Building Plans Examiner • ICC Mechanical Plans Examiner • ICC Plumbing Plans Examiner Cedar Brannon Building Inspector Education • 18 hours of college credits, College of Southern Nevada, 1994 • Southern Nevada School of Real Estate, Las Vegas, NV, 2000 Licenses & Certifications • ICC Permit Technician • ICC Commercial Plumbing Inspector • ICC Residential Building Inspector • ICC Residential Plumbing Inspector • ICC Plumbing Inspector John Henry Brannon Building Inspector Education • Associate of Science, Computer Science, Dixie College, St George, Utah Licenses & Certifications • Building Inspector, State of Utah • Contractor, State of Utah • ICC Commercial Plumbing Inspector • ICC Commercial Building Inspector • ICC Mechanical Plans Examiner • ICC Residential Plans Examiner • ICC Residential Mechanical Inspector • ICC Plumbing Inspector • ICC Residential Electrical Inspector • ICC Building Plans Examiner • ICC Residential Plumbing Inspector • ICC Residential Building Inspector • ICC Building Inspector • ICC Residential Combination Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 15 Appendix Team Member/ Job Title Certification / License / Affiliations Jason Bullock Utah Regional Manager Education • B.S., Business Administration, University of Phoenix, 1999 Licenses & Certifications • ICC Building Plans Examiner • ICC Combination Inspector • ICC Electrical Inspector • ICC Building Inspector • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Commercial Combination Inspector Corey Bundy, CBO Building Inspector Plans Examiner Education • Utah Seismic Safety, Commission Safety Assessment Program Certification • State of Utah Department of Commerce Active Licensure Licenses & Certifications • ICC Building Inspector • ICC Certified Building Official • ICC Combination Inspector • ICC Mechanical Inspector UMC • ICC Fire Inspector I • ICC Accessibility Inspector/Plans Examiner • ICC Combination Inspector - Legacy • ICC Commercial Energy Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Mechanical Inspector • ICC Plumbing Inspector • ICC Electrical Inspector • ICC Fire Plans Examiner • ICC Building Plans Examiner • ICC Building Code Specialist • ICC / AACE Property Maintenance and Housing Inspector • ICC Zoning Inspector • ICC Permit Technician • ICC Permit Specialist • ICC Fire Inspector II • ICC Fire Code Specialist • ICC Master Code Professional • ICC Commercial Combination Inspector Randall “Randy” Capra, FPE Fire Code Plans Examiner Education • B.S. in Business, Bellevue University, Omaha, NE, 2010 • Associates in Fire Sciences, Red Rocks Community College, Lakewood, CO, 2006 Licenses & Certifications • Fire Protection Engineering Technology Fire Alarm Systems-National Institute for Cert. in Engineering Technology (NICET) Level 1 • Fire Protection Engineering Technology Automatic Sprinkler System Layout – NICET Level 1 • Fire Protection Engineering Technology Special Hazards Suppressions Systems – NICET Level 1 • Fire Protection Engineering Technology Inspection and Testing of Water- Based Systems – NICET Level 1 • National Fire, Arson, & Explosion Investigation Training – NAFI Certified • Fire Officer II, State of CO Division of Fire Safety • Fire Instructor, State of CO Division of Fire Safety • National Fire Academy and FEMA Classes • ICC Fire Plans Examiner • ICC Fire Inspector II Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 16 Appendix Team Member/ Job Title Certification / License / Affiliations Erin Carroll, EIT Plan Check Engineer Education • B.S, Industrial Engineering, Clemson University, Clemson, SC Licenses & Certifications • Registered Engineer in Training State of Maryland, No. 50013 Sheri Cerise Fire Code Plans Examiner Licenses & Certifications • ICC Permit Technician Tracy Christensen Building Inspector Licenses & Certifications • Combination Inspector, State of Utah, License # 330601-5601 • ICC Residential Electrical Inspector • ICC Commercial Combination Inspector William “Bill” Clayton, CBO Plans Examiner Building Inspector Instructor Code Consultant Education • General Studies and Agriculture, Clackamas Community College, Oregon City, OR • General Studies, Physical Education & Music, Mt. Hood Community College, Gresham, OR Licenses & Certifications • ICC Mechanical Inspector UMC • ICC Building Inspector • ICC Certified Building Official • ICC Plumbing Inspector • ICC Residential Fire Sprinkler Inspector/Plans Examiner • ICC Building Plans Examiner • ICC /AACE Property Maintenance and Housing Inspector • ICC Plumbing Inspector UPC • ICC Building Code Official • ICC Accessibility Inspector/Plans Examiner • ICC Housing Code Official • ICC Residential Energy Inspector/Plans Examiner • ICC Mechanical Inspector • ICC Building Code Specialist Michael “Mike” Coldiron, CBO Senior Building Inspector Licenses & Certifications • ICC Building Plans Examiner • ICC Permit Technician • ICC Plumbing Inspector UPC • ICC Building Inspector • ICC Structural Steel and Bolting Special Inspector • ICC Combination Inspector - Legacy • ICC Electrical Plans Examiner • ICC Mechanical Inspector UMC • ICC Electrical Code Official • ICC Certified Building Official • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Commercial Combination Inspector • ICC Combination Inspector • ICC Building Code Official • ICC Electrical Inspector • ICC Residential Plans Examiner • ICC Permit Specialist • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Residential Energy Inspector/Plans Examiner Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 17 Appendix Team Member/ Job Title Certification / License / Affiliations James “Jim” Conway Electrical Inspector Education • Soares Grounding – 1999, 2005-2007 • One- & Two-Family NEC – 1999-2017 • Photovoltaic Power System – 1994, 1997-2005 • Mountain States Employers Council, Inc. – 1997 • Management & Supervisory Classes-City & County of Denver – 1986-1987 • International Fire Code Institute – 2006-2007 Licenses & Certifications • Master Electrician, Colorado License, ME 2327 Brian Cook, MCP, CBO Plans Examiner Licenses & Certifications • Master Electrician, State of Colorado, License No. ME.0026247 • Journeyman Electrician, State of Colorado, License No. JW.0101271 • ICC Commercial Combination Inspector • ICC Commercial Energy Inspector • ICC Residential Building Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Building Inspector • ICC Mechanical Inspector • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Residential Combination Inspector • ICC Commercial Building Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Electrical Plans Examiner • ICC Electrical Inspector • ICC Commercial Mechanical Inspector • ICC /AACE Property Maintenance and Housing Inspector • ICC Residential Electrical Inspector • ICC Building Plans Examiner • ICC Master Code Professional • ICC Combination Inspector • ICC Commercial Electrical Inspector • ICC Certified Building Official • ICC Commercial Plumbing Inspector • ICC Commercial Energy Plans Examiner • ICC Plumbing Inspector • ICC Residential Plumbing Inspector • ICC Residential Mechanical Inspector • ICC Residential Plans Examiner Justine Cornelius Building Inspector Plans Examiner Licenses & Certifications • ICC Permit Technician • ICC Building Inspector • ICC Spray Applied Fire Proofing Special Inspector • ICC Structural Masonry Special Inspector • ICC Residential Plans Examiner Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 18 Appendix Team Member/ Job Title Certification / License / Affiliations Matthew Coyle Building Inspector Education • Wilrick Institute of Technology • Carpenters Apprenticeship Training CTCNC Licenses & Certifications • Certified Welding Inspector (CWI), American Welding Society (AWS), Cert. No. 11121141 • ACI Concrete Field Testing Technician – Grade I, American Concrete Institute, Certification ID: 01212973 • ICC Structural Steel and Bolting Special Inspector • ICC Reinforced Concrete Special Inspector • ICC Mechanical Plans Examiner • ICC Structural Masonry Special Inspector • ICC California Commercial Building Inspector • ICC California Residential Electrical Inspector • ICC California Commercial Electrical Inspector • ICC Electrical Plans Examiner • ICC California Building Plans Examiner • ICC Prestressed Concrete Special Inspector • ICC Electrical Inspector • ICC Combination Inspector Elvin “Chuck” DeVorss, CBO Plans Examiner Education • Associates of Science – Construction Inspection, Pasadena City College, 1994 • Certificate – Building Inspection and Plan Review, University of Nebraska Licenses & Certifications • ICC Reinforced Concrete Special Inspector Legacy • ICC Certified Building Official • ICC Building Plans Examiner • ICC Building Inspector • ICC Electrical Plans Examiner • ICC Mechanical Inspector UMC • ICC Commercial Electrical Inspector • ICC Plumbing Inspector • ICC Commercial Building Inspector • ICC Commercial Energy Plans Examiner • ICC Residential Electrical Inspector • ICC Combination Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Commercial Energy Inspector • ICC Mechanical Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Master Code Professional • ICC Structural Masonry Special Inspector • ICC Electrical Inspector • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Commercial Combination Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 19 Appendix Team Member/ Job Title Certification / License / Affiliations Alan Ellis, CBO Nevada Client Liaison Manager Education • MBA, University of Phoenix, Las Vegas, NV, 2004 • B.A., Social Science, Michigan State University, East Lansing, MI, 1977 Licenses & Certifications • Fire Inspector, Uniform Fire Code Association • Fire Inspector, International Fire Code Institute • Fire Inspector III, NFPA issued by the Office of the Nevada State Fire Marshal • Plans Examiner II, NFPA issued by the Office of the Nevada State Fire Marshal • Fire Inspector II, Office of the Nevada State Fire Marshal • Fire Inspector I, Office of the Nevada State Fire Marshal • Medical Gas Inspector – National Pipefitters Council • ICC Certified Building Official • ICC Fire Inspector II • ICC Building Inspector • ICC Building Plans Examiner • ICC Building Code Specialist Rouhi El-Rabaa, PE, CASp Plan Check Engineer Education • Bachelor’s in Civil Engineering, California State University, Los Angeles Licenses & Certifications • Professional Civil Engineer, State of California, License # 92565 • Certified Access Specialist (CASp), Cert # CASp-973 • ICC Building Plans Examiner Ali Fatapour, PE, CBO Interim Building Official Education • M.S., Structural Engineering – California State University, San Jose • B.S., Civil Engineering – California State University, San Jose Licenses & Certifications • Professional Civil Engineer, State of California, No. C40671 • ICC Certified Building Official • ICC Building Plans Examiner Jeffrey Finn, SE Education • B.S. Civil and Environmental Engineering, Cornell University, Ithaca, NY, 1985 • M.E. (Civil), Structural Emphasis Cornell University, Ithaca, NY, 1986 Licenses & Certifications • Professional Structural Engineer, State of Arizona, No. 50541 • Professional Structural Engineer, State of Nevada, No. 22503 • NCEES Model Law Structural Engineer, No. 39782 Su Fong, PE Plan Check Engineer Education • M.S. Civil Engineering, San Jose State University, 2014 • B.S. Architectural Engineering, California Polytechnic State University, 2011 Licenses & Certifications • Professional Civil Engineer, State of California, No. 89055 (expires 09/30/2022) • ICC Building Plans Examiner William “Bill” Gardner Elevator Inspector Education • B.S., Business Administration – University of S. Dakota Licenses & Certifications • NAESAI QEI Certification, State of Colorado, No. C-2041 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 20 Appendix Team Member/ Job Title Certification / License / Affiliations Dean Gesualdo Building Inspector Licenses & Certifications • Master Electrician, Clark County, NV • ICC Commercial Building Inspector • ICC Commercial Plumbing Inspector • ICC Electrical Inspector • ICC Residential Building Inspector • ICC Residential Electrical Inspector • ICC Building Inspector • ICC Plumbing Inspector • ICC Residential Plumbing Inspector Roger Gier, CBO Nevada Client Liaison Manager Education • B.S., Business Administration, University of Phoenix, Las Vegas NV, 2001 Licenses & Certifications • ICC Certified Building Official • ICC Mechanical Inspector UMC • ICC Mechanical Inspector • ICC Combination Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Plumbing Inspector UPC • ICC Building Inspector • ICC Commercial Combination Inspector Martin Haeberle, CBO Senior Building Inspector Plans Examiner Chief Building Official Education • ADA Coordinator, University of Missouri • Commercial/Residential Heating Ventilation and Refrigeration Systems - Kansas City Technical College Licenses & Certifications • FEMA Emergency Management Certification • Building Inspector License, State of Utah. No. 6597488-5602 • ICC Residential Electrical Inspector • ICC Building Inspector • ICC Commercial Electrical Inspector • ICC Building Plans Examiner • ICC Certified Building Official • ICC Residential Plumbing Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Commercial Mechanical Inspector • ICC Commercial Plumbing Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Code Specialist Tom Haney, FPE, CBO Plans Examiner Manager Licenses & Certifications • Fire Protection Engineer, State of California, No. 1926 • Building Official • Mechanical Inspector • Residential Mechanical Inspector • Building Inspector • Plumbing Inspector • Building Inspector UBC • Mechanical Inspector UMC • Plumbing Inspector UPC Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 21 Appendix Team Member/ Job Title Certification / License / Affiliations Patrick Haniger Building Inspector Education • Building Technology Certificate, College of San Mateo • A.S., Building Technology College of San Mateo Licenses & Certifications • ICC Plumbing Inspector UPC • ICC Commercial Electrical Inspector • ICC Residential Building Inspector • ICC Mechanical Inspector UMC • ICC Commercial Building Inspector • ICC Building Inspector Landan Hansen Building Inspector Plans Examiner Education • Snow College, Ephraim Utah, 2005 Licenses & Certifications • ICC Residential Building Inspector • ICC Residential Plumbing Inspector • ICC Residential Mechanical Inspector • ICC Commercial Electrical Inspector • ICC Commercial Mechanical Inspector • ICC Mechanical Inspector • ICC Commercial Plumbing Inspector • ICC Commercial Building Inspector • ICC Plumbing Inspector • ICC Commercial Combination Inspector • ICC Building Inspector Jeff Hedman, SE Plans Check Engineer Education • B.S Civil Engineering, University of Utah • AA, General Studies, Dixie State University Licenses & Certifications • Professional Structural Engineer, State of Utah, License # 5338635-2203 Jody Hilton, CBO Chief Building Official Plans Examiner Manager Education • ICBO Plans Building Code Class’s Salt Lake Community College • Examiner Class, Whittier, California • Utah Valley Community College Licenses & Certifications • ICC Commercial Combination Inspector • ICC Building Code Specialist • ICC Building Plans Examiner • ICC Commercial Energy Plans Examiner • ICC Combination Inspector • ICC Plumbing Inspector • ICC Mechanical Inspector • ICC Building Inspector • ICC Certified Building Official • ICC Electrical Inspector Richard “Rick” Hollander Building Inspector Education • IAEI Training Seminars Licenses & Certifications • ICC Electrical Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 22 Appendix Team Member/ Job Title Certification / License / Affiliations Cody Illum Building Inspector Licenses & Certifications • ICC Commercial Mechanical Inspector • ICC Residential Electrical Inspector • ICC Residential Mechanical Inspector • ICC Residential Plumbing Inspector • ICC Commercial Electrical Inspector • ICC Commercial Building Inspector • ICC Residential Building Inspector • ICC Commercial Plumbing Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Residential Combination Inspector • ICC Combination Inspector • ICC Commercial Combination Inspector Nicole Johnson Permit Technician Education • Bachelor’s Degree: Geography, Urban & Metropolitan Planning, California State University, 2015-2017 • Los Rios Community College 2013-2015, Transfer degree received Licenses & Certifications • ICC Permit Technician Vincent “Vince” Juanitas Building Inspector Licenses & Certifications • ICC Residential Building Inspector • ICC Residential Plumbing Inspector Daniel “Dan” Kishpaugh Senior Plans Examiner Education • Bachelor’s degree, History - University of Nevada, Reno, 1983 • Plan Review Institute - Whittier, California, 1996 • Building and Fire Code Plan Review - National Fire Academy, 1999 • Fire Structures and Systems Course - National Fire Academy, 2001 • Building Official’s Institute - Portland, Oregon, 2004 Licenses & Certifications • ICC Mechanical Inspector UMC • ICC Plumbing Inspector UPC • ICC Electrical Inspector • ICC Building Plans Examiner Terry Knox, MBA Director, Business Development Education • Master of Business Administration – Construction Management • Bachelor of Science - Construction Building Inspection Technology, Business Administration • Structural Engineers Association -Methodology • Associate of Arts- Housing Inspection Awards • Helen Putnam Award for Excellence for Government Efficiency and Responsiveness • California Building Official (CALBO) Hall of Fame Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 23 Appendix Team Member/ Job Title Certification / License / Affiliations Dean Kuenzi, CBO Plans Examiner Building Inspector Education • A.S. Degree in Energy Systems – Photovoltaics, Diablo Valley College, Pleasant Hill, CA, June 2014 • B.S. Degree, Colorado State University – Global, January 2019 – Present (Expected 2022) Licenses & Certifications • NABCEP Entry Level Certification (Photovoltaic) • Post-Disaster Safety Assessment Program (SAP) • ICC Commercial Electrical Inspector • ICC Combination Inspector • ICC Commercial Energy Plans Examiner • ICC Residential Plans Examiner • ICC Commercial Building Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Fire Plans Examiner • ICC Residential Mechanical Inspector • ICC Master Code Professional • ICC Certified Building Official • ICC Building Plans Examiner • ICC Fuel Gas Inspector • ICC Residential Electrical Inspector • ICC Commercial Plumbing Inspector • ICC Residential Plumbing Inspector • ICC Residential Building Inspector • ICC Commercial Mechanical Inspector • ICC Plumbing Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Building Inspector • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Code Specialist • ICC Plumbing Code Specialist • ICC Residential Combination Inspector • ICC Commercial Combination Inspector David Logsdon Plans Examiner Licenses & Certifications • Maryland Statewide Master Electrician License, State of Maryland • Safety and Health Practitioner, State of Nevada Division of Industrial Relations • Certified Electrical Inspector: Residential and Commercial, State of Maryland • Associated Builders and Contractors- Electrical 4-year Program • ICC Residential Electrical Inspector, Certification # 5317382-E1 • ICC Electrical Plans Examiner, Certification # 5317382 • ICC Commercial Electrical Inspector, Certification # 5317382-E2 • ICC Electrical Inspector, Certification # 5317382 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 24 Appendix Team Member/ Job Title Certification / License / Affiliations Jerry Long Building Inspector Plans Examiner Education • B.S Industrial Technology, University of Wisconsin – Stout • Ski Area Management Leadership Training, Colorado Mountain College Licenses & Certifications • ICC Building Inspector • ICC Residential Mechanical Inspector • ICC Commercial Plumbing Inspector • ICC Residential Building Inspector • ICC Commercial Building Inspector • ICC Commercial Mechanical Inspector • ICC Building Plans Examiner • ICC Residential Plumbing Inspector • ICC Plumbing Inspector • ICC Mechanical Inspector Xin Lui, FPE Fire Protection Engineer Education • M.S., Fire Protection Engineering, University of Maryland, College Park, MD • B.S., Fire Protection Engineering, State Key Laboratory of Fire Science, University of Science and Technology of China Licenses & Certifications • Registered Professional Engineer, State of California, NO. 1698 Alain Mamada, FPE Fire Protection Engineer Education • M.S., Fire Protection Engineering, California Polytechnic State University • B.T Mechanical Engineering University of Johannesburg Licenses & Certifications • Registered Professional Engineer State of California. No. 1935 James “Jim” McGinley Building Inspector Education • Bachelor of Science Degree, Business Administration/ Marketing, San Diego State University • Construction Practices and Procedures, San Jose State University College of Extended Studies • Certificate of Proficiency in Concrete Construction Inspection, San Diego State University College of Extended Studies Licenses & Certifications • ICC Building Inspector Kurt McMullin, PE, Ph. D Plan Check Engineer Education • PhD, Civil Engineering, University of California, Berkeley • MS, Civil Engineering, University of California, Berkeley • BS, Agricultural Engineering, Iowa State University Licenses & Certifications • Professional Civil Engineer, State of California, No. C47595 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 25 Appendix Team Member/ Job Title Certification / License / Affiliations Hope Medina, CBO Building Inspector Plans Examiner Instructor Licenses & Certifications • On Site Plan Review and Inspections, Train the Trainer, DOE Building Energy Codes • Safety Assessment Program Building Inspector, State of California • ICC Residential Electrical Inspector • ICC Green Building - Residential Examiner • ICC Residential Mechanical Inspector • ICC Residential Building Inspector • ICC IgCC Plans Examiner • ICC Building Plans Examiner • ICC IgCC Commercial Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Commercial Building Inspector • ICC Residential Plumbing Inspector • ICC Residential Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Permit Technician • ICC Mechanical Plans Examiner • ICC Building Inspector • ICC Residential Combination Inspector • ICC Management Module • ICC Legal • ICC Building Codes and Standards • ICC Certified Building Official • ICC Building Code Specialist • ICC Certified Sustainability Professional • ICC Permit Specialist Russell Mora Plans Examiner Licenses & Certifications • ICC Electrical Plans Examiner • ICC Electrical Inspector Adam Mulford Elevator Inspector Licenses & Certifications • Certified Elevator Inspector, QEI NAESA • Type 1 Conveyance Inspector, Colorado Division of Oil and Public Safety, Conveyance Section Christian Ng, FPE Fire Protection Engineer Education • B.S, Fire Protection Engineering University of Maryland, College Park, MD Licenses & Certifications • Registered Fire Protection Engineer State of California. No. 2132 Lisa O'Malley Plans Examiner Licenses & Certifications • California Building Plans Examiner Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 26 Appendix Team Member/ Job Title Certification / License / Affiliations Josephine Ortega AIA, CBO, LEED AP Senior Plans Examiner Education • Master of Urban Regional Planning, San Jose State University, May 2017 • B.A. Economics, University of California, Santa Cruz, June 2006 • Associate Arts Degree with Honors, Monterey Peninsula College, August 1999 • Bachelor of Architecture, Minor in Landscape Architecture and Sociology, University of Idaho, May 1985 • Certificate of Real Estate Development, San Jose State University Licenses & Certifications • Registered Architect, State of California, License No. 26560 • Registered Architect, State of Ohio, License No. 10972 • LEED Green Associate • LEED AP Homes • LEED AP ND (Neighborhood Development) • LEED AP ID+C [Commercial Interiors] • LEED AP BD+C (Building Design & Construction) • LEED AP O+M (Operations & Maintenance) • Safety Assessment Program Coordinator, Office of Emergency Service, #60452 • Safety Assessment Program Evaluation Office of Emergency Service, #60542 • ATC-20 (Applied Technology Council Building Safety Evaluation Program), Office of Emergency Service • ICC Fire Inspector I • ICC Plumbing Inspector UPC • ICC Accessibility Inspector/Plans Examiner • ICC Certified Building Official • ICC Mechanical Inspector • ICC Zoning Inspector • ICC Plumbing Inspector • ICC Building Plans Examiner • ICC Combination Inspector • ICC Building Inspector • ICC Combination Inspector - Legacy • ICC / AACE Property Maintenance and Housing Inspector • ICC Electrical Inspector • ICC Mechanical Inspector UMC • ICC Building Code Official • ICC Fire Inspector II • ICC CALGreen Inspector/Plans Examiner • ICC Building Code Specialist • ICC Commercial Combination Inspector Randy Pabst Elevator Chief Inspector Education • University of Colorado at Boulder, Bachelor of Arts, 1975 Licenses & Certifications • Certified Elevator Inspector, National Association of Elevator Safety Authorities, Cert # C-1790 • Type 1 Conveyance Inspector, State of Colorado, Licensee # 951711 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 27 Appendix Team Member/ Job Title Certification / License / Affiliations Lloyd Parry Building Inspector Education • Business Degree Licenses & Certifications • ICC Residential Electrical Inspector • ICC Residential Building Inspector • ICC Residential Mechanical Inspector • ICC Residential Plumbing Inspector • ICC Commercial Plumbing Inspector • ICC Residential Combination Inspector • ICC Commercial Mechanical Inspector • ICC Commercial Building Inspector • ICC Building Inspector Jeffrey Paterson, FPE Fire Protection Engineer Education • M.S., Fire Protection Engineering, California Polytechnic State University • B.S., Civil Engineering, University of California Davis Licenses & Certifications • CA Registered PE, No. 1926 Ed Paxton Building Inspector Education • Trade Teck Welding School Licenses & Certifications • ICC Building Inspector • ICC Mechanical Inspector • ICC Plumbing Inspector • ICC Electrical Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Combination Inspector • ICC Commercial Combination Inspector James “Ed” Pehrson Plans Examiner Building Inspector Education • Building Inspection coursework, Davis Applied Technology Center, Utah Licenses & Certifications • Combination Inspector, State of Utah, License # 5791568-5601 • Stormwater Inspector, SPESC, Cert ID #00004693 • ICC Residential Combination Inspector • ICC Residential Plumbing Inspector • ICC Commercial Plumbing Inspector • ICC Commercial Electrical Inspector • ICC Residential Electrical Inspector • ICC Commercial Building Inspector • ICC Commercial Mechanical Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Residential Building Inspector • ICC Residential Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Combination Inspector • ICC Commercial Combination Inspector Diana Perkins, CBO Senior Plans Examiner Education • M.P.A., University of San Francisco • B.S., Economics, University of San Francisco Licenses & Certifications • LEED Accredited Professional • ICC Accessibility Inspector/Plans Examiner • ICC Residential Building Inspector • ICC Building Plans Examiner • ICC Certified Building Official Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 28 Appendix Team Member/ Job Title Certification / License / Affiliations Rosario “Russ” Perrone Senior Building Inspector Licenses & Certifications • OHSA 30 • Post-Earthquake Safety Evaluation • ICC Commercial Building Inspector • ICC Residential Building Inspector • ICC Building Inspector Mark Ptashkin, CBO Electrical Plans Examiner Chief Building Official Licenses & Certifications • Special Inspector (Electrical), City of Phoenix. #37551 • ICC Certified Building Official • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Building Inspector Daniel “Dan” Reardon Building Inspector Plans Examiner Education • BS Mathematics / Emphasis in Secondary Education, University of Northern Colorado, 1987 – 1991 Licenses & Certifications • Safety Assessment Program (Disaster Mitigation) • ICC Plumbing Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Building Plans Examiner Gil Rossmiller Building Inspector Plans Examiner Instructor Licenses & Certifications • ICC Building Inspector • IgCC Plans Examiner • ICC Mechanical Inspector • ICC Plumbing Inspector • IgCC Commercial Inspector with ASHRAE 189.1 • IgCC Commercial Inspector • IgCC Plans Examiner with ASHRAE 189.1 • ICC Green Building - Residential Examiner • ICC Building Plans Examiner Douglas “Doug” Rykerd Combination Inspector Education • Mr. Rooter University, Waco TX, Training in Business, 1998 • California Polytechnic University, Pomona, CA – Mechanical Engineering, 1985 - 1987 Licenses & Certifications • ICC Commercial Building Inspector Previous Licenses & Certifications • ICC Certified Commercial Plumbing Inspector • ICC Certified Commercial Mechanical Inspector AJ Smith Building Inspector Education • Master of Management/ Public Administration, University of Phoenix, May 2011 • Bachelor of Science, Major: Criminal Justice, Minor: Education, Southern Utah University, May 2005 • Associates of Science, Snow College, December 2002 Licenses & Certifications • Combination Inspector, State of UT, License #5942920-5601 • ICC Combination Inspector Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 29 Appendix Team Member/ Job Title Certification / License / Affiliations Matt Tate Building Inspector Licenses & Certifications • ICC Residential Mechanical Inspector • ICC Commercial Mechanical Inspector • ICC Residential Building Inspector • ICC Combination Inspector • ICC Residential Plumbing Inspector • ICC Commercial Electrical Inspector • ICC Commercial Plumbing Inspector • ICC Commercial Building Inspector • ICC Residential Electrical Inspector • ICC Building Inspector • ICC Mechanical Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Residential Combination Inspector • ICC Commercial Combination Inspector Stephen “Steve” Thomas, CBO Colorado Regional Manager Educational Director Instructor Chief Building Official Building Inspector Plans Examiner Education • B.S. in Business Administration - University of Phoenix - Thesis: “The Affects of a Housing Code in the City of Glendale” • Course Work in Civil Engineering Technology - CCD • Community College of Denver at Red Rocks Lakewood, CO 1976 -1978 Licenses & Certifications • ICC Structural Masonry Special Inspector • ICC Spray Applied Fire Proofing Special Inspector • ICC Certified Building Plans Examiner • ICC Certified Building Official • ICC Certified Residential Plans Examiner • ICC Certified Mechanical Inspector • ICC Certified Housing Code Official • ICC Certified Accessibility Inspector/Plans Examiner • ICC Certified Building Code Official • ICC Certified Building Inspector • ICC Certified ICC / AACE Property Maintenance and Housing Inspector • ICC Certified Plumbing Inspector • ICC Certified Building Code Specialist Thor Toepfer Building Inspector Licenses & Certifications • ICC Building Plans Examiner • ICC Fire Plans Examiner • ICC Residential Building Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Residential Plumbing Inspector Mariam Umair, EIT Plan Check Engineer Education • M.S., Structural Engineering - San Jose State University Graduated: December 2014 • B.S., Civil Engineering - University of Engineering & Technology, Taxila, Pakistan Graduated: August 2010 Licenses & Certifications • Licensed EIT Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 30 Appendix Team Member/ Job Title Certification / License / Affiliations Jason Van Ausdal, CBO Building Inspector Plans Examiner Instructor Education • Associates in Business Administration and Management, Stevens Henegar Business College, 1995-1997 Licenses & Certifications • Combination Inspector, State of Utah, License # 339648-5601 • ICC Commercial Combination Inspector • ICC Building Code Specialist • ICC Combination Inspector • ICC Electrical Inspector • ICC Mechanical Inspector • ICC Building Inspector • ICC Certified Building Official • ICC Building Plans Examiner • ICC Plumbing Inspector Christopher Vasquez Elevator Inspector Education • One year of Conveyance Inspector Training • Denver Joint Electrical Apprenticeship Training Center, 1985-1990 • Completed two-year course at Electronic Technical Institute in Denver, CO • Attained Associates Degree in Electronic Technology, 1983 Licenses & Certifications • QEI Certification, NAESA, Cert # C-5713 • State of Colorado Conveyance Inspector, License # CI-1-516 • City of Denver Conveyance Inspector, License #1545330 • State of Colorado Master Electrician, License ME.0029035 • State of Colorado Journeyman Electrician, License JW.0010368 Daniel “Dan” Weed, CBO Chief Building Official Building Inspector Plans Examiner Education • Arizona Building Officials (AZBO) Institute, 1995 – 1999 • Bachelor of Arts in Liberal Arts / Public Speaking, 1986 • Ambassador University, Pasadena, California Licenses & Certifications • ICC Plumbing Inspector UPC • ICC Electrical Plans Examiner • ICC Mechanical Inspector UMC • ICC Mechanical Inspector • ICC Building Code Official • ICC / AACE Property Maintenance and Housing Inspector • ICC Electrical Inspector • ICC Plumbing Inspector • ICC Building Inspector • ICC Combination Inspector - Legacy • ICC Combination Inspector • ICC Building Plans Examiner • ICC Certified Building Official • ICC Accessibility Inspector/Plans Examiner • ICC Building Code Specialist • ICC Electrical Code Specialist • ICC Commercial Combination Inspector Robert Wheeler, FPE Fire Protection Engineer Education • B.S. Fire Protection Engineering, University of Maryland Licenses & Certifications • CA Registered PE, No. 1825 • AZ Registered PE, No. 38935 • ND Registered PE, No. 6967 • GA Registered PE No. 17765 • NV Registered PE, No. 24638 Shums Coda Associates The Town of Fountain Hills Plan Check/Building Inspection Services 31 Appendix Team Member/ Job Title Certification / License / Affiliations Heather Whitaker Plans Examiner Licenses & Certifications • Resnet Certified Residential Field Inspector • ICC Residential Energy Inspector/Plans Examiner • ICC Commercial Energy Plans Examiner • ICC Building Plans Examiner Pamela “Pam” Whitaker-Sowell Permit Technician Education • Bachelor’s Degree in Business Management • Associate of Science, Business, San Joaquin Della College, 6/2018 Licenses & Certifications • ICC Permit Technician • California State Notary Myron Williams Building Inspector Plans Examiner Education • General Education Courses, Utah Valley State College, 2002 • National Electrical Code, 2002 • Davis Area Technology Center, Kaysville, Utah, 1999 – 2000 • International Building and International Residential Code, 2000 • International Mechanical and International Plumbing Code, 2000 • International Building Plans Examiner, 2000 Licenses & Certifications • Combination Inspector, State of Utah, License #4958496-5601 • ICC Mechanical Inspector • ICC Accessibility Inspector/Plans Examiner • ICC Plumbing Inspector • ICC Mechanical Plans Examiner • ICC Residential Energy Inspector/Plans Examiner • ICC Electrical Inspector • ICC Building Plans Examiner • ICC Combination Inspector • ICC Building Inspector • ICC Commercial Combination Inspector EXHIBIT B TO PROFESSIONAL SERVICES AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND SHUMS CODA ASSOCIATES, INC. [Scope of Work] SCOPE 1. Scope of Work BUILDING AND CIVIL PLAN REVIEW SERVICES provided are to ensure compliance with all applicable codes and project specifications as adopted by the Town of Fountain Hills. Plan Review Services shall include evaluations of the construction documents for compliance under the disciplines of Architectural, Structural, Mechanical, Plumbing, Electrical, Model Energy, Accessibility, Civil, and Life Safety. The Town of Fountain Hills will provide plan review and inspections related to Zoning (compliance with the approved site plan) and Fire Safety. Building Official and Town Engineer to be consulted as needed during review to ensure compliance with codes and local amendments. Plan review will be electronic with submissions coming to and from the Consultant going through the Town. First submittal plan review in any discipline to be completed within three calendar weeks. All subsequent reviews within two calendar weeks. Upon approval of plans by the Consultant, the Town will issue the building permit(s). Fountain Hills Sanitary District will perform all plan review and inspections related to sanitary sewer and Epcor will perform all plan review and inspections related to the Project’s portable water supply. INSPECTION SERVICES provided are to ensure compliance with all applicable codes and project specifications. Building Inspection services include monitoring construction for adherence to the requirements listed on the approved construction documents under the disciplines of Architectural, Structural, Mechanical, Plumbing, Electrical, Model Energy, Accessibility, Civil, and Life Safety. Inspections will be logged using the Town’s electronic inspection system. All inspections to be completed the next business day. Following completion of all final inspections, the Town shall issue the Certificate(s) of Occupancy. Temporary certificates of occupancy may be approved consistent with standard Town procedures for portions of the project that meet life safety requirements. PROJECT MANAGER SERVICES provided are to ensure compliance with all applicable codes, ordinances and project specifications approved for this project by the Town of Fountain Hills. Services include requested attendance of project meetings, requested review of RFI’s and ASI’s, coordination and communication with project team representatives, project oversight for services, identify any non- compliance and/or design issues and assist with recommendations and alternatives for resolutions, and interface with all other agencies and departments. ADMINISTRATION SERVICES include processing and scheduling requests and field reports, project document control, processing review letters, distribution and coordination to the project team, permit tracking, records management, and quality assurance of project documents. 2. Payment Structure Developer shall: a) Make payments to the Town per Section 4, "Payments" b) Pay the Town an additional fee of 1% on outstanding balances over 30 calendar days past due; past due balances will also result in all inspection work ceasing until all outstanding balances are paid EXHIBIT C TO PROFESSIONAL SERVICES AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND SHUMS CODA ASSOCIATES, INC. [Fee Schedule] See following pages. Town of Fountain Hills, AZ Building Plan Review & Inspection Services Building Life-Safety Services Building Plan Review Services Fees for comprehensive plan reviews, performed at SCA offices, will be equal to Sixty- Five percent (65%) of the plan review fees as calculated per the jurisdiction. The Town of Fountain Hills will provide SCA with jurisdiction calculated plan review fees (per project phase of review) for use in calculating SCA’s fees. In return, invoicing will be done on a monthly basis with detailed description of each project. The above fee covers all services associated with the typical plan review, including a first, second and quick third review to approve projects. Extensive plan reviews (longer third reviews or more) will be charged on an hourly rate shown below. When hourly rates are to be applied, SCA will notify Fountain Hills through the completion of the third review comment letter, and would anticipate directly from the Town staff as to how to resolve the final comments in the most expeditious manner possible. Pre-application, pre-construction, or additional meeting attendance that is necessary for unusual or complex projects shall also be charged at the same hourly rate schedule. SCA reserves the right to determine the appropriate level staff member for the hourly plan review items that may occur, but will attempt to utilize the most economical rate based on the complexity of the review. Personnel Description Hourly Billing Rate Senior Plan Review Engineer/Architect $100 Plan Review Engineer/Architect $95 Senior Plans Examiner $90 Plans Examiner (residential, fire code and fire protection systems – not FPE or WUI) $80 Turnaround Schedule SCA will generally complete standard plan reviews per the following schedule: Number of Working Days Initial Check (1st): Recheck(s): Residential Single-Family Dwellings New/Addition/Remodel 10 5 New Multi-Family Townhomes/ Apartments (Standard) 10 5 New Multi-Family Apartments (Large Scale) 15 10 Non-Residential New Multi-Building Campus 15+ 10 New Building 15 10 TI 10 5 These review times are based on typical plan submittals, but this being a phased and specific project, and more complex in nature, is anticipated to require some minor adjustments to the general turnaround schedule. If an expedited plan review is requested, the turn-around time could be as quickly as a single day, but these types of review schedules are typically determined based on the complexity of the phase of the project and the availability of SCA staff to complete the review. Building Inspection Services The scope of inspection services to be provided for this project will be determined mutually by Shums Coda Associates Regional Manager and the Chief Building Official. Inspector(s) provided to the town will report directly to the Chief Building Official or other person designated by the Town of Fountain Hills for all project-related work. Fees for inspection services shall be billed hourly based on the rates below: Personnel Description Hourly Billing Rate Supervising Inspector / Inspector of Record $100 - 115 Senior Inspector $80 - 90 Inspector II $70 - 80 Inspector I $60 - 70 Inspector In-Training $45 - 60 Town of Fountain Hills, AZ Building Plan Review & Inspection Services Building Life-Safety Services Other Services The scope of services to be provided will be defined uniquely for each project or as determined mutually by Shums Coda Associates and the Chief Building Official. We provide the following hourly rates to cover these services as requested by the Town of Fountain Hills: Personnel Description Hourly Billing Rate Acting/Deputy Building Official $110 Senior Fire Protection Engineer/Inspector $150 Fire Protection Engineer/Inspector $140 Fire Inspection/Level II Suppression Systems $100 - 120 Permit Technician $55 Clerical $40 Overtime Overtime will be not be charged for any plan review services billed at the hourly rate, while inspection and other services will be charged at 150% of the standard hourly rates, but only when mutually agreed upon with the City of Fountain Hills. EXHIBIT D TO PROFESSIONAL SERVICES AGREEMENT BETWEEN THE TOWN OF FOUNTAIN HILLS AND SHUMS CODA ASSOCIATES, INC. [Work Order] See following pages.