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BMCH2019-0412Description: LONG / HVAC CHANGE OUT - 14 SEER/80AFUE SPLIT SYSTEM Type: MECHANICAL - HVAC Subtype: Status: FINALED Applied: 10/2/2019 EPRS CHANGEOUT (WEB) Approved: 10/2/2019 JLIM Parcel No: 658270011 Site Address: 78021 LAGO DR LA QUINTA,CA 92253 Subdivision: TR 3941 & INT IN COMMON AREAS Block: Lot: 11 Issued: 10/2/2019 JLIM Lot Sq Ft: 0 Building Sq Ft: 0 Zoning: Finaled: 10/14/2019 crw Valuation: $4,300.00 Occupancy Type: Construction Type: Expired: No. Buildings: 0 No. Stories: 0 No. Unites: 0 STAFF NAME Details: HVAC CHANGE OUT - 14SEER/80 AFUE SPLIT SYSTEM. CARBON MONOXIDE ALARM(S) TO BE INSTALLED PRIOR TO FINAL INSPECTION. PER 2016 CALIFORNIA BUILDING CODES. 12 — 0 0 i Applied to Approved Approved to Issued Issued to Finaled Printed: Wednesday, March 29, 2023 2:33:24 PM 1 of 4 WsYsrEMS ADDITIONAL CHRONOLOGY CHRONOLOGY TYPE STAFF NAME ACTION DATE COMPLETION DATE NOTES TELEPHONE CALL JACK LIMA 10/2/2019 10/2/2019 SPOKE WITH CONTRACTOR AND THEY WILL UPLOAD THE REQUESTED DOCUMENT LATER TODAY. CONDITIONS • NAME TYPE NAME ADDRESSI CITY STATE ZIP PHONE FAX EMAIL APPLICANT Shawn Malette 77711 Flora Road Ste 110 Palm Desert CA 92211 (760)343-0203 superiorair123@gmail. com CONTRACTOR Shawn Malette 77711 Flora Road Ste 110 Palm Desert CA 92211 (760)343-0203 superiorair123@gmail. com OWNER BARBARA PETRY LONG / SEATTLE FIRST NATL. BANK 78021 LAGO DRIVE LA QUINTA CA 92253 (760)343-0203 superiorair123@gmail. com Printed: Wednesday, March 29, 2023 2:33:24 PM 1 of 4 WsYsrEMS Printed: Wednesday, March 29, 2023 2:33:24 PM 2 of 4 WsYsrEMS ■ ■ CLTD DESCRIPTION ACCOUNT QTY AMOUNT PAID PAID DATE RECEIPT # CHECK # METHOD PAID BY BY BSAS SB1473 FEE 101-0000-20306 0 $1.00 $1.00 10/2/19 WEB4135 CREDIT Shawn Malette EPRS Total Paid for BUILDING STANDARDS ADMINISTRATION $1.00 $1.00 BSA. Credit Card Fee 101-0000-43505 0 $4.30 $4.30 10/2/19 WEB4135 CREDIT Shawn Malette EPRS Total Paid for Credit Card Fee: $4.30 $4.30 HVAC CHANGEOUT - 101-0000-42402 0 $40.25 $40.25 10/2/19 WEB4135 CREDIT Shawn Malette EPRS SPLIT -SYSTEM HVAC CHANGEOUT - 101-0000-42600 0 $80.50 $80.50 10/2/19 WEB4135 CREDIT Shawn Malette EPRS SPLIT -SYSTEM PC Total Paid for MECHANICAL CHANGEOUT 2019: $120.75 $120.75 PERMIT ISSUANCE 101-0000-42404 1 0 $101.97 $101.97 10/2/19 WEB4135 CREDIT Shawn Malette EPRS Total Paid for PERMIT ISSUANCE: $101.97 $101.97 RECORDS 101-0000-424160 $10.00 $10.00 10/2/19 WEB4135 CREDIT Shawn Malette EPRS MANAGEMENT FEE Total Paid for RECORDS MANAGEMENT FEE: $10.00 $10.00 TECHNOLOGY 502-0000-436110 $5.00 $5.00 10/2/19 WEB4135 CREDIT Shawn Malette EPRS ENHANCEMENT FEE Total Paid for TECHNOLOGY ENHANCEMENT FEE: $5.00 $5.00 TOTALS: INSPECTIONS SEQID INSPECTION TYPE INSPECTOR SCHEDULED COMPLETED RESULT REMARKS NOTES DATE DATE I MECHANICAL FINAL" JFU 10/10/2019 10/10/2019 NOT READY GATE CODE IS #0747 Printed: Wednesday, March 29, 2023 2:33:24 PM 2 of 4 WsYsrEMS PARENT PROJECTS Attachment Type CREATED OWNER DESCRIPTION PATHNAME SUBDIR ETRAKIT ENABLED DOC 10/2/2019 EtrakitPublicReg W9 W9 012419.pdf 1 DOC 10/2/2019 EtrakitPublicReg CERTIFICATE OF LIABILITY INSURANCE NO GATE CODE PROVIDED, CALLED RETURNED STATUS REMARKS 7 REVIEW TYPE REVIEWER SENT DATE CONTACT NUMBER TWICE, RECEPTIONIST NOTES STATED SHE DID NOT KNOW THE GATE CODE DATE MECHANICAL FINAL" JFU 10/10/2019 10/10/2019 NOT READY 10/2/2019 AND THAT SHE WOULD HAVE SOMEONE 10/2/2019 INCOMPLETE PLEASE UPLOAD CF1R, AND SIGNED CONTRACT ETRAKIT (1 DAY) CALL THE INSPECTOR WHEN THEY FROM PROPERTY OWNER. 2ND BLDG NS — JACK LIMA 10/2/2019 RETURNED FROM THE FIELD. RECALL WHEN 10/2/2019 APPROVED CF1-R AND SIGNED CONTRACT UPLOADED TO ETRAKIT (1 DAY) READY. MECHANICAL FINAL" AOR 10/14/2019 10/14/2019 APPROVED CHEERS REGISTRATION. 10/11/2019 7:32 AM SUPERIOR HEATING & AIR CONDITIONING INC GATE CODE 060 Contact Name: SUPERIOR HEATING & AIR ROUGH MECH AOR 10/14/2019 10/14/2019 APPROVED eTRA e Inspection CONDITIONING INC R Request Site Address: 78021 LAGO DR Phone:7603430203 e -Mail: SUPERIOR123@GMAIL.COM PARENT PROJECTS ATTACHMENTS Attachment Type CREATED OWNER DESCRIPTION PATHNAME SUBDIR ETRAKIT ENABLED DOC 10/2/2019 EtrakitPublicReg W9 W9 012419.pdf 1 DOC 10/2/2019 EtrakitPublicReg CERTIFICATE OF LIABILITY INSURANCE COI 2019 UPDATED 1 092619.pdf RETURNED STATUS REMARKS 7 REVIEW TYPE REVIEWER SENT DATE DUE DATE NOTES DATE 1ST PERMIT TECH — JACK LIMA 10/2/2019 10/3/2019 10/2/2019 INCOMPLETE PLEASE UPLOAD CF1R, AND SIGNED CONTRACT ETRAKIT (1 DAY) FROM PROPERTY OWNER. 2ND BLDG NS — JACK LIMA 10/2/2019 10/3/2019 10/2/2019 APPROVED CF1-R AND SIGNED CONTRACT UPLOADED TO ETRAKIT (1 DAY) ATTACHMENTS. ATTACHMENTS Attachment Type CREATED OWNER DESCRIPTION PATHNAME SUBDIR ETRAKIT ENABLED DOC 10/2/2019 EtrakitPublicReg W9 W9 012419.pdf 1 DOC 10/2/2019 EtrakitPublicReg CERTIFICATE OF LIABILITY INSURANCE COI 2019 UPDATED 1 092619.pdf Printed: Wednesday, March 29, 2023 2:33:24 PM 3 of 4 WsYsrEMS ATTACHMENTS Attachment Type CREATED OWNER DESCRIPTION PATHNAME SUBDIR ETRAKIT ENABLED DOC 10/2/2019 JACK LIMA CERT OF COMPLIANCE CERT OF 1 and SIGNED CONTRACT COMPLIANCE.pdf Printed: Wednesday, March 29, 2023 2:33:24 PM 4 of 4 WsYsrEMS SUPEHEA-02 DNIELSEN ,4coR0 CERTIFICATE OF LIABILITY INSURANCE FDATE(MM/DD/YYYY) 9/25/2019 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License # 0757776 NAMEACT Virginia Ramirez PHONE FAX (760) 360-4700 4252 FAX No):(760) 200-5841 HUB International Insurance Services Inc. 77564 Country Club Drive, Suite 401 Palm Desert, CA 92211 E-MAIL ADDRESS: virginia.ramirez@hubinternational.com INSURERS AFFORDING COVERAGE NAIC # 11/1/2019 INSURER A: HDI Global Insurance Company 41343 INSURED INSURER B :Oak River Insurance Company 34630 INSURER C: $ 5,000 Superior Heating & Air Conditioning, Inc. INSURER D: $ 1,000,000 77711 Flora Road, Suite 110 Palm Desert, CA 92211 INSURER E $ 2,000,000 INSURER F: $ 2,000,000 COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSD SUBR WVD POLICY NUMBER POLICY EFF MM DD YYY POLICY EXP MM DD YYY LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE 5 OCCUR GK20X000701 03 11/1/2018 11/1/2019 EACH OCCURRENCE $ 1,000,000 DAMAGE TO RENTED PREMISES Ea occurrence 100,000 $ GEN'L MED EXP (Any oneperson) $ 5,000 PERSONAL & ADV INJURY $ 1,000,000 AGGREGATE LIMIT APPLIES PER: POLICY _! PECOT- 1:1LOC OTHER: GENERAL AGGREGATE $ 2,000,000 PRODUCTS - COMP/OP AGG $ 2,000,000 $ A AUTOMOBILE X LIABILITY ANY AUTO OWNED SCHEDULED AUTOS ONLY X AUTOS HIREDX NON -OWNED AUTOS ONLY AUTOS ONLY GK20X000701 03 11/1/2018 11/1/2019 COMBINED SINGLE LIMIT Ea id accent 1,000,000 $ BODILY INJURY Perperson) $ BODILY INJURY Per accident $ PROPERTY DAMAGE Per accident $ UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE EACH OCCURRENCE $ AGGREGATE $ DED RETENTION $ $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N / A SUWC032251 4/22/2019 4/22/2020 X PER OTH- STATUTE ER E.L. EACH ACCIDENT 1,000,000 $ E.L. DISEASE - EA EMPLOYEE $ 1,000,000 E.L. DISEASE - POLICY LIMIT 1,000,000 $ DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Evidence of Insurance Only CERTIFICATE HOLDER CANCELLATION ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE "INSURED"S COPY" THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. REPRESENTATIVE AUTHORIZED ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD CF1R-ALT 02-E CERTIFICATE OF COMPLIANCE Alterations to Space Conditioning Systems (formerly CF -IR -ALT HVAC) (Page 1 of 3) BARBARA LONG Date Prepared: 2019-10-02 Project Name: A. General Information CFIR-ALT-02 is applicable to multiple space conditioning systems contained within a single dwelling unit. When multiple dwelling units must be documented, use one CF1R-ALT-02 document for each dwelling unit. 01 Project Name BARBARA LONG 02 Date Prepared 2019-10-02 03 Project Location 78021 LAGO DR 04 Building Type Single family 05 CA City La Quinta 06 Dwelling Unit Name BARBARA LONG Dwelling Unit Conditioned 1800 07 Zip Code 92253 08 Floor Area (ft2) Number of Space 09 Climate Zone 15 10 Conditioning (SC) Systems in 1 this Dwelling Unit: B. Space Conditioning (SC) System 01 1 02 SC System I SC System Identification or Location or Area Name Served System 1 1 Location 1 Information 03 04 05 06 07 08 09 10 CFA served Is the SC system a Installing a refrigerant Installing new SC Installing Installing Installing by this SC ducted containing system more than 40 entirely new entirely new System (ft) system? component? components? feet of ducts? duct system? SC system? Alteration Type Altered space 1800 Yes Yes No No No No conditioning system C. Extension of Existing Duct System, Greater Than 40 Feet (Section 150.2(b)iDiib) This section does not apply to this project. g Re istration Date/Time: 2019-10-02 07:28:33 HERS Provider: CHEERS Registration Number: 419-A020107846A-000-000-0000000-0000 Report Version: 2018.0.001 Report Generated: 2019-10-02 07:28:33 CA Building Energy Efficiency Standards 2016 Residential Compliance Schema Version: rev 20180426 CERTIFICATE OF COMPLIANCE Alterations to Space Conditioning Systems (formerly CF-1R-ALT-HVAC) CF111-ALT 02-E (Page 2 of 3) D. Altered Space Conditioning System (Sections 150.2(b)1E and F) 01 02 03 04 05 06 07 08 09 10 11 12 Heating Cooling Altered Cooling System Heating Altered Heating Minimum g Minimum Required Cooling Cooling Efficiency Efficiency Thermostat New or Replaced New Duct Identification System Heating Efficiency Efficiency Type Value System Type Components Type Value Type Duct Length R-Value or Name Type Components new This field or This field or All newAll Central gas Central split cooling SEER 14 Setback AFUE 0.8 section is not section is not System 1 heating AC furnace components applicable applicable components Reguired Documentation: CF2R-MCH-01-E - Space Conditioning Systems for the new portions of supply-air and return-air ducts or plenums: R6 (CZ 1-10, 12 and 13) and RS (CZ 11 and 14-16) - Duct insulation requirement - Duct 20-H -Duct Leakage Test required when heating or cooling components are installed in ducted systems, or when more than 40 ft of dud length is replaced F2R and Catio MCH requirement -Leakage rate compliance: <=15 percent or <= 10 percent leakage to outside, or seal all accessible leaks. Refrigerant Charge verification required when refrigerant containing components are installed or altered (applicable in CZ 2, 8-15). CF2R and CF3R-MCH-25-H Airflow Rate >= 300 CFM per ton required when MCH-25 is required. CF2R and CF3R-MCH-23 Exceptions; Duct systems registered with HERS provider as previously sealed are exempt from MCH-20 Duct Leakage Testing requirements. do verification of Air Flow MCH-23, or Refrigerant Charge MCH-25. Heating-only systems and Air Handler Furnace changes not require -Existing duct systems constructed, insulated or sealed with asbestos are exempt from MCH-20 Dud Leakage Testing requirements. New Complete Replacement Duct System, with or without Equipment Changeout (Sections 150.2(b)1Diia and 150.2(b)lE, F) E. Entirely or This section does not apply to this project. F. Entirely New or Complete Replacement Space Conditioning System (Section 150.2(b)1C) Registration Number: 419-A020107846A-000-000-0000000-0000 This section does not apply to this project. Registration Date/Time: 2019-10-02 07:28:33 HERS Provider: CHEERS Report Version: 2018.0.001 Report Generated: 2019-10-02 07:28:33 CA Building Energy Efficiency Standards - 2016 Residential Compliance Re P Schema Version: rev 20180426 CERTIFICATE OF COMPLIANCE Alterations to Space Conditioning Systems (formerly CF -1R -ALT -HVAC) Documentation Author's Declaration Statement 1.1 certify that this Certificate of Compliance documentation is accurate and complete. Documentation Author Name: Shawn Malette Company: Superior Heating & Air Conditioning, Inc. Address: 73510 30th Avenue City/State/Zip: Thousand Palms CA 92276 Responsible Person's Declaration statement Documentation Author Signature: Signature Date: 2019-10-02 HERS Certification Identification (if applicable): Phone: 626-589-8609 CF1R-ALT 02-E (Page 3 of 3) 1 certify the following under penalty of perjury, under the laws of the State of California: 1. The information provided on this Certificate of Compliance is true and correct. 2. 1 am eligible under Division 3 of the Business and Professions Code to accept responsibility for the building design or system design identified on this Certificate of Compliance (responsible designer). 3. That the energy features and performance specifications, materials, components, and manufactured devices for the building design or system design identified on this Certificate of Compliance conform to the requirements of Title 24, Part 1 and Part 6 of the California Code of Regulations. 4. The building design features or system design features identified on this Certificate of Compliance are consistent with the information provided on other applicable compliance documents, worksheets, calculations, plans and specifications submitted to the enforcement agency for approval with this building permit application. S. I will ensure that a registered copy of this Certificate of Compliance shall be made available with the building permit(s) issued for the building, and made available to the enforcement agency for all applicable inspections. I understand that a registered copy of this Certificate of Compliance is required to be included with the documentation the builder provides to the building owner at occupancy. Responsible Designer Name: Shawn Malette Company: Superior Heating & Air Conditioning, Inc. Address: 73510 30th Avenue City/State/Zip: Thousand Palms CA 92276 Responsible Designer Signature: Date Signed: 2019-10-02 License: 990826 Phone: 626-589-8609 t of do signed inynoHway This Registration Pro Provider responsibility for the accuratcyeof the irnformathis registered information. Registration Number: 419-A020107846A-000-000-0000000-0000 Registration Date/Time: 2019-10-02 07:28:33 CA Building Energy Efficiency Standards - 2016 Residential Compliance Report Version: 2018.0.001 Schema Version: rev 20180426 HERS Provider: CHEERS Report Generated: 2019-10-02 07:28:33 77-711 Flora Road Suite #110 Palm Desert, CA 92211 HEATING & AIR CONDITIONING Phone # E-mail *Please Note Our New Address WE HAVE MOVED! 760-343-0203 SuperiorAir123@gmail.com DATE PROPOSAL# PROPOSAL 9/20/2019 117588 Customer Customer Phone Job Address Bank of America, N.A. BARBARA LONG 901 Main Street, 16th Floor, TX1-492-16-1 760-564-9158 78021 LAGO DR. Dallas, TX 75202 LA QUINTA, CA 92253 Attn: Amanda Hartley DESCRIPTION QTY DUE TO AGE AND CONDITION (13 YEARS OLD, RUSTED HEAT EXCHANGER, MULTIPLE 8,620.00 REPAIRS) WE ARE TO INSTALL A NEW 5 TON CARRIER 16 SEER SINGLE STAGE SYSTEM. PRICE INCLUDES: * 16 SEER CARRIER PERFORMANCE SERIES 5 TON CONDENSER * 80% CARRIER FURNACE WITH X13 MOTOR * 5 TON AP UPFLOW EVAPORATOR COIL * HIGH AND LOW VOLTAGE ELECTRICAL AT UNIT * CONDENSATE LINE AT UNIT * DUCT TRANSITIONS AND PLENUMS * DISPOSAL OF EXISTING EQUIPMENT * EVACUATE SYSTEM * FLU PIPE * LABOR * STARTUP AND CHECK * 10 YEAR WARRANTY ON PARTS AND COMPRESSOR * 1 YEAR WARRANTY ON LABOR DISCOUNT OF PREVIOUS REPAIRS OF 400 DOLLARS -400,00 We hereby propose to furnish material and labor - complete and in accordance with above specifications, for the sum of: $8,220.00 Superior Heating & Air Conditioning is pleased to present the above scope of work for your approval. All work and material is guaranteed to be as specified and completed in a neat and professional manner in accordance with standard practices. Any Addition to Contract involving extra costs to be submitted for approval upon alteration or deviation from above specifications. All agreements contingent upon strikes, accidents or delays beyond our control. All parties agree to insurance requirements per California State Law. We hope this proposal has been informative and helps you to [Hake a key decision in the selection process. Please do not hesitate to contact us for any questions or concerns. Superior Heating & A/C is fully bonded, insured and licensed. Thank you for your consideration! PROPOSAL GOOD FOR 30 DAYS The above prices, specifications and conditions are satisfactory and are hereby accepted. You are authorized to do the work as specified. Payment will be made as outlined above. _ t Signature: By -.UX % AVP Date of Acceptance: 9/26/19 Bank of America N.A. Trustee'Le�_>Lonq Trust