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HR Green Pacific- t � ,:>r: .::�``��''� - � „ .,� �!'3r. �[`� ���. .�•.�_l Ate.".;, '�' .-+• ., HRGreen® P A C I F I C June 2, 2023 City of La Quinta Attn: AJ Ortega Design and Development Department — Building Division 78-495 Calle Tampico La Quinta, CA 92253 10, 44651 Village Court I Suite 123 Palm Desert, CA 92260 Main 760.262.4317 + Fax 713.965.0044 ►H RG REE N. COM Subject: On -Call Building Plan Review and Inspection Services, RFP Number: CL005192023 Building Communities, Improving Lives Dear AJ and Other Selection Committee Members: The City of La Quinta has long enjoyed high quality residential and commercial development consistent with a world class vacation destination that is aptly named the "Gem of the Desert." HR Green Pacific, Inc. (HR Green) and our key proposed staff have been instrumental in assisting the City for more than 15 years processing and delivering major developments including the initial phases of SilverRock Resort. Since 2021, we have performed similar services assisting the City of Palm Desert to expedite the $98 million development of their first hotel at the Desert Willow Resort where our on-time record has made us the preferred building plan check service provider for priority development projects. Consequently, we are ideally suited to support La Quinta with the build out of SilverRock Resort and other high end residential and commercial development projects. We will meet and exceed your upcoming needs, by virtue of having previously served as the City's Development Coordinator, plan checker, and CASp consultant for custom home, ADA, commercial, and residential projects. Our local experience, highly successful track record, and staff continuity provides unique and unmatched experience with the City's policies, practices, TRAKiT, Tyler Technologies' EnerGov and Bluebeam Revu software, and procedures. Our Differentiators / Why We Are Best Suited to Deliver These Services: ► Staff with successful plan check experience locally, regionally and within desert areas ► Proficiency using the City of La Quinta's TRAKiT system and Bluebeam Revu software interface as well as familiarity with and deployment of Tyler Technologies' EnerGov as the City migrates to its new permit software platform ► Project Manager, Carlos Yado, CBO, has nearly 20 years of recognized leadership in municipal building and safety engineering and code development/interpretation ► Riverside County -based staff ensures rapid response ► Successful track record consistently meeting or beating turnaround review schedules and timely inspection using paperless solutions and field inspection apps that will interface with the City's permit system ► Exclusively serve public agencies / No conflict of interest ► Proficiency implementing electronic plan check/digital commenting, web -based tracking logs/systems, and field-based inspection apps ► Continuity by assigning same staff who have delivered La Quinta's plan review services and worked with nearby cities, such as Coachella, Cathedral City, Desert Hot Springs, and Palm Desert, providing building plan review, civil plan review, and/or inspection ► Local control from our Palm Desert office available to meet with city staff, contractors and developers HR Green® I Building Communities. Improving Lives. ► AJ Ortega Page 2 of 2 H RGreen ® June 2, 2023 P A C I F I C HR Green's Authorized Official and Contract Person George Wentz, PE I Vice President 44651 Village Court, Suite 123 1 Palm Desert, CA 92260 Office: 760.262.4317 1 Cell: 949.939.5243 1 Email: gwentz@hrgreen.com HR Green's Contact Person for the Remainder of the Selection Process Tim Jonasson, PE I Municipal Advisory Services Director 44651 Village Court, Suite 123 1 Palm Desert, CA 92260 Office: 760.262.4317 1 Cell: 760.250.6722 1 Email: tjonasson@hrgreen.com Main Office Location (Corporate Headquarters) 1260 Corona Pointe Court, Suite 305 1 Corona, CA 92879 Project Office 44651 Village Court, Suite 123 1 Palm Desert, CA 92260 Validity Statements All information and pricing provided in the proposal is valid for at least ninety (90) days. Moreover, any individual who will perform work for the City is free of any conflict of interest. HR Green bring an unsurpassed combination of City knowledge and successful delivery of high quality building plan review and inspection services and proven working relationships with the development community. We prioritize protecting municipal interests while fostering a collaborative, business friendly environment to process developments in a timely and efficient manner. Sincerely, HR GEN PACIFIC, INC. Georg A. W tz, PE 11111VLIIY It. VVII000VII, Vice President Municipal Advisory Services Director Firm Background, Qualifications, & Experience (a) Number of years in business: 110 years (b) Taxpayer identification number: 82-1518456 (c) Number of years performing requested services: 12 (d) Resumes of the Project Manager and key personnel who will be responsible for performance if any agreement results from this RFP: Resumes of the Project Manager (Carlos Yado, CBO) and key management personnel (George Wentz, PE and Tim Jonasson, PE) are included on the following pages with the organization chart and biosketches of proposed staff in Section 5. Staffing and Project Organization. (e) Firm ownership and if incorporated, list the state in which the firm is incorporated and the date of incorporation: C -Corporation, California, 2017 (f) If the firm is a subsidiary of a parent company, identify the parent company: Green Companies, Inc. HR Green is one of the nation's longest operating engineering Great C E L E B R A T I N G firms. We collaborate across geographies and markets to Place TO Recognized as a Great Place provide the engineering, technical, and management solutions Work to Work" -certified company YEARS that connect and shape communities and are driven by the Certified 11%F commitment of our clients. - Our Commitment to and Track Record in Coachella Valley Establishing a long-term, local presence in the Coachella Valley was a key initiative of our strategic plan a few years ago. We maintain a fully operational and staffed office in Palm Desert working with a variety of Coachella Valley agencies, including a majority of local cities to share our thought leadership. Since this plan was conceived, we have purposely and proactively implemented a culture that embraces our Mission, Vision, and Values of Building Communities. Improving Lives. We have provided multi -faceted consulting services to eight Coachella Valley cities, including a 10+ year relationship with La Quinta. Given our extensive local experience, we are very familiar with city and regional standards, such as Riverside County environmental health department, Coachella Valley Water District (CVWD), and PM10 requirements. Our local services include the following: City of La Quinta Building Plan Review, Civil Plan Review, Inspection City of Palm Desert Building Plan Review, Civil Plan Review, Staff Augmentation, Engineering, Design, Construction Management, Inspection, Broadband Master Planning City of Rancho Mirage Civil Plan Review City of Indian Wells Design, On -Call Engineering City of Coachella Construction Management, Inspection City of Desert Hot Springs Civil Plan Review City Cathedral City CIP Project/Program Management, Civil Plan Review, Land Development Coordination, Design City of Palm Springs Recently selected for Broadband Master Planning ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 3 EXPERIENCE 15+ Years EDUCATION Carlos Yado, CBO, ICC -Certified I Project Manager Carlos brings more than 15 years of supervisory experience of the daily operations of the Building and Code Enforcement Departments for various Southern California cities. As a Director of professional associations he developed a mentoring program and provided training on the latest codes. His expertise includes counter customer service, permitting, plan check, field inspection, code interpretation, departmental management and optimization, strategic business planning, and gathering of data and completing required reports. His progressive, customer services oriented, collaborative approach enables departments the opportunity to elevate their potential and increase efficiency and effectiveness. He has implemented and monitored compliance with the applicable building codes and city ordinances, while providing counsel on appropriate alternate construction means and methods. Carlos is proficient using various software applications, including Bluebeam Revu, TRAKiT, EnerGov, Accela, Adobe, e-PlanSoft, and ePermitHub. MBA (in process) RELATED PROJECT EXPERIENCE BA, Public Administration D Building Plan Review, City of Palm Desert. Project Manager for on-call building plan review of a variety of residential, commercial, and destination facilities, including a high - ICC CERTIFICATIONS profile $98 million 5.5 -acre surf lagoon and wave machine, surf center and associated Certified Building Code facilities, 92 room hotel, and 83 for -sale residential units and clubhouse. Our building Official plan check staff reviewed a 269 unit multifamily affordable housing project, residential custom homes and duplexes, commercial tenant improvements, museum buildings and Certified Electrical Code large solar reviews. All reviews are 100% electronic with a 100% success rate Official meeting plan review schedules. Residential Combination Inspector Combination Inspector Plumbing Inspector Mechanical Inspector Electrical Inspector Electrical Plans Examiner California Building Plans Examiner PROFESSIONAL ASSOCIATIONS President, ICC Code Enforcement Chapter of Orange County Past President - Board of Directors, ICC Orange County Chapter Building & Safety Services, Cities of Hemet, San Juan Capistrano, Palos Verdes Estates, and Whittier. Building Official/Building and Code Enforcement Manager responsible for supervising the daily operations of the Building and Code Enforcement Divisions, including building inspections and code compliance. Recommended and administered policies and procedures. Managed and participated in the development and implementation of Building and Code Enforcement Division's goals, objectives, policies, and priorities. Assessed and monitored workload, administrative and support systems and internal reporting relationships. Identified opportunities for improvement. Selected, trained, motivated, and evaluated personnel; provided or coordinated staff training; worked with employees to correct deficiencies; implements discipline and termination procedures. Reviewed and approved building plans; conferred with developers, architects, engineers, builders, and contractors; performed plan checks; monitored compliance with Federal, State, and local codes; and recommended modifications as necessary. Served as a liaison between the Divisions, other City divisions, and outside agencies. Building Plan Check and Inspection, Cities of Irvine, Santa Ana, and Anaheim. Senior Building Inspector/Electrical Plans Examiner while employed by various cities. Over this period of diverse experience, he was the plans examiner responsible for electronic and hardcopy review of commercial and residential projects. This included building, mechanical, electrical, plumbing, accessibility, and energy compliance reviews. He conducted various commercial and residential combination inspections. Carlos implemented staff training that engaged his peers to be committed to their professional development along with outside developers and contractors. He is proficient in using various inspection tracking software and electronic plan review software. As Building Official for San Juan Capistrano, Carlos played an instrumental role in seamlessly processing our major development. He was very involved at the onset and throughout the project, regularly met with our team, and set up a collaborative, streamlined process and concierge level service through entitlement, permit processing, plan approval and construction acceptance to deliver our project in a timely, efficient, and easy manner." - Dan Friess I Principal, Mission Commercial Properties, Inc. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta Page 4 PACIFIC EXPERIENCE 32 Years EDUCATION MBA BS, Civil Engineering REGISTRATION / LICENSE Registered Civil Engineer, CA #45843 Tim Jonasson, PE I Principal -in -Charge A long-time La Quinta resident, Tim has 32 years of land development coordination, plan review, design, CIP program management, design management, NPDES/water quality compliance, and construction management experience of municipal public improvement projects. He has served as construction manager and design engineer on a variety of municipal improvement projects. RELATED PROJECT EXPERIENCE r> Development Coordination and Municipal Engineering, City of La Quinta. Public Works Director/City Engineer for 15 years. Tim oversaw engineering, planning, and building and safety including entitlement, plan review, and encroachment permit process for the City. Tim led two department reorganizations of Public Works as well as was part of a team who performed a city-wide reorganization of all departments associated with development services into the Design and Development Department. This reorganization facilitated collaboration between Planning, Building and Engineering and included creating a one stop permit center with permit tracking software to streamline permitting, improve customer service and overall transparency of development services operations. Municipal Engineering and Development Review, City of Palm Desert. Since April 2022, Tim has been overseeing land development engineering support for the development services department coordinating review of higher profile private development projects with the City's public works and building departments. Prior to that served as Interim Public Works Director who managed the day-to-day departmental operations. This included the planning, design, and construction of CIP and land development projects. Tim oversaw the development of the 2018-2023 five year CIP including recommending funding for priority projects. He also led the discussion with the department heads and City Council for capital projects as part of the City's budget adoption in 2018. Land Development Engineering, Plan Review, and CIP Program Management, City of Cathedral City. City Program Manager for all capital projects, overseeing the programming and design of a variety of capital projects including traffic signal, ADA, parks and street improvement projects. Coordinate on-site land development engineering staff augmentation for entitlement review and permit processing of private development projects, including developing plan review check lists, preparing conditions of development for both entitlement and permitting of private development projects, and plan review services. Worked closely with the city staff on plan review, estimating, contract administration and construction administration on capital projects to develop project management skills. Assisted Public Works Director on staffing levels and organizational structure to improve departmental operations. Development Services, City of Jurupa Valley. In 2019, as a Senior Manager for Development Services and Economic Development, Tim assessed the development services operational efficiency between the Planning, Building, and Public Works/Engineering Departments. This led to the creation of the Design Review Committee composed of staff from all departments involved in development services who meet weekly to streamline development review and ensure key development projects are kept on schedule through the entitlement and permitting process. Tim also oversaw the selection and implementation of its first permit tracking software, Accela, in just over a year, improving development processing and increasing transparency to the development community. City Engineering and Development Services, City of Palos Verdes Estates. As City Engineer, Tim was responsible for development review (building and civil plan review and inspection) and managing all capital improvement projects, including all pavement rehabilitation projects and the overall Pavement Management Program. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 5 EXPERIENCE 50+ Years EDUCATION Master, Public Administration BS, Civil Engineering REGISTRATION George Wentz, PE I Vice President and QA/QC Manager A long-time Coachella Valley resident, George brings 50+ years of municipal management experience. George currently is a Vice President for HR Green and supports our engineering, management and building and code -related services. He has overseen the provision of a wide array of building plan review, grading plan review, and inspection services to more than 20 cities and various counties throughout Southern California. George has directed and administered projects which range from on-call support to full city contract services. His responsibilities have ranged from accountability for day-to-day completion of activities associated with a contract to Principal -in -Charge of particular projects. His managerial experience and high level of success is well documented and recognized by the cities he has served. He is recognized in the field as having a unique talent in working well with City Councils, boards, commissions, committees, ad-hoc groups, managers, department heads and staff to achieve desired agency results. He has focused on the master planning and implementation of high-profile projects, revenue- producing developments, golf courses, and mixed-use resort communities. Registered Civil Engineer, Moreover, George has served as a development manager, responsible for identifying CA #43273 specialty designers, contractors, and operators; preparing and maintaining documentation; incorporating applicable procedures and standards into design and construction documentation; coordinating closely with agency, developer, city departmental staff, approving agency, and community stakeholders; facilitating community outreach; and coordinating project management, estimating, constructibility, and scheduling efforts. RELATED PROJECT EXPERIENCE Principal -in -Charge, On -Call Building Plan Review and Inspection, Southern California Municipalities throughout Riverside, San Bernardino, Orange, San Diego, and Los Angeles Counties Principal -in -Charge for the delivery of building plan review, civil plan review, inspection, staff augmentation, contract City Engineer/Public Works Director, and engineering support to deliver the planning, design, and construction of CIP project/programs and land developments. Agencies he has served include, but are not limited to the cities of La Quinta, Palm Desert, Indio, Coachella, Desert Hot Springs, Rancho Mirage, Indian Wells, Chino Hills, Moreno Valley, San Bernardino, Hesperia, Victorville, Ontario, Upland, Anaheim, Placentia, Diamond Bar, Laguna Hills, Irvine, Mission Viejo, Yorba Linda, Palos Verdes Estates, Rolling Hills Estates, Rolling Hills, Hemet, Lake Elsinore, Jurupa Valley, Anaheim, Orange, and the Counties of Riverside, Los Angeles, San Diego, and Orange. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 6 Table of Contents 1. Cover Letter........................................................................................................... Precedes This Page Firm Background, Qualifications, and Experience ............................................. Precedes This Page 2. References........................................................................................................................................ 7 3. Complete Pricing List........................................................................................................................11 4. Complementary Services...................................................................................................................13 5. Staffing and Project Organization.................................................................................................... 14 6. Subcontracting Services.................................................................................................................. 25 7. Disclosures...................................................................................................................................... 26 8. Acknowledgment of Insurance Requirements................................................................................... 27 9. Non -Collusion Affidavit.................................................................................................................... 28 10. Acknowledgment of Addenda......................................................................................................... 29 11. Appendix - Approach and Methodology.......................................................................................... 30 oEW OF iME pESERT �� r -�� Building and Civil Plan Review + Inspection City of La Quinta CHALLENGES: As part of the City reorganization in early 2013, staffing in the Development Services Division of Public Works was reduced in recognition of the much lower level of private development at that time. Later that year, private development activity increased significantly, resulting in the need to increase the City's engineering plan check capacity. In 2018, to accommodate staffing the City did not have, HR Green was contracted to provide on-call building plan review and inspection services encompassing the review of structural design and calculations, construction and occupancy type, means of egress, access and egress for persons with disabilities, electrical and plumbing design adequate lighting, ventilation and energy conservation, and fire/life safety systems. SUMMARY OF OUTCOME: HR Green was selected to provide engineering plan review services on an as -needed basis using the City's TRAKiT program and Bluebeam Revu software due to our demonstrated expertise in local hydrology, which has proven invaluable in plan checking certain development projects, as well as our experience in full service engineering plan check of diverse development projects. From 2018-2021 HR Green was contracted to provide on-call building plan review and inspection services encompassing the review of structural design and calculations, construction and occupancy type, means of egress, access and egress for persons with disabilities, electrical and plumbing design adequate lighting, ventilation and energy conservation, and fire/life safety systems. Since 2013 HR Green has continuously provided full-service civil plan review services for commercial, residential, and custom home site projects involving coordination with Coachella Valley Water District requirements (100+ projects since 2013). We have helped to redevelop City standards and checklists and to update bulletins and calculation documents. Also, HR Green has provided construction inspection for CIP projects. REFERENCE Bryan McKinney, PE Public Works Director/City Engineer 760.777.7045 bmckinney@laquintaca.gov AJ Ortega Building Official Design and Development Department City of La Quinta 78495 Calle Tampico La Quinta, CA 92253 Phone 760.777.7018 aortega@laquintaca.gov PROJECT DATES 2013 -ongoing (civil plan review) 2018-2021 (building plan review) STAFF ASSIGNED Tim Jonasson, Beth Jay, Sandra Schmitz, George Wentz, Tina York, James Xiong, Miranda Martin BENEFITS: We provided development coordination for the initial phase of SilverRock Resort, and conducted ADA plan check for RABO Bank, Walmart, Plaza La Quinta Shopping Center. HR Green has expedited the approval of complex land development projects; achieved a 99% success rate meeting or beating City's aggressive turnaround review schedule; maintained positive collaboration with applicants/developers to maintain project momentum; facilitated seamless reviews and approvals within a 100% paperless environment; and maintained staff continuity to promote consistency and quality. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 7 a- Building Plan Review Services REFERENCES City of Palm Desert CHALLENGE: The City of Palm Desert is centrally located in the heart of the Coachella Valley in southeastern Riverside County. Known as the cultural and retail center of the desert communities, it has approximately 21 square miles with a population of 52,500, and a small in-house municipal staff. As a forward -thinking community, the City wished to implement some key initiatives and needed consultant assistance to achieve these program and project objectives. SUMMARY OF OUTCOME: Following a competitive procurement process to identify a consultant with the ability to deliver a breadth of services, HR Green was contracted to deliver a full range of consulting services, including building and civil plan check, a land development engineer, as well as construction management and inspection services for public works. Our services are provided both on-site and remotely. In 2021, the City issued permits for $200 million of construction valuation. The City completed 1,060 new single family homes and 192,000 square feet of commercial space was approved. In 2022, a major $98 million, 18 -acre development project at Desert Willow Golf Resort, just south of the existing Desert Willow Clubhouse, was approved by our HR Green Team for plan review. The development project includes a 5.5 -acre surf lagoon and wave machine, surf center and associated facilities, 92 room hotel, and 83 for -sale residential units and clubhouse. Also in 2022, HR Green reviewed a 269 unit multifamily affordable housing community project for the City. We have successfully collaborated with designers, contractors, and other City departments to streamline the path to plan approval, saving the City and developers time and money through an efficient and effective process. Other plan checks for the City include residential custom homes and duplexes, commercial tenant improvements, museum buildings and large solar reviews. All reviews are 100% electronic with a 100% success rate meeting plan review schedules. Our key to success with applicants and stakeholders has been through the use of electronic technology to streamline reviews, working cohesively with the City officials, and taking a proactive approach to problem solving for a timely turnaround to plan review. Jason Finley Chief Building Official City of Palm Desert 73-510 Fred Waring Dr. Palm Desert, CA 92260 760.776.6420 jfinley@cityofpalmdesert.org Todd Hileman City Manager City of Palm Desert 73-510 Fred Waring Dr. Palm Desert, CA 92260 760.346.0611 thileman@cityofpalmdesert.org PROJECT DATES 2021 -ongoing STAFF ASSIGNED Carlos Yado, George Wentz, Tim Jonasson, Beth Jay, Sandra Schmitz, Behrouz Azarvand, Tina York ,[,.Our plan review team from HR Green is top-notch! Beth and Sandra provide comprehensive reviews that fit our jurisdictional needs. Responsive and quick communications but also a valuable resource in getting projects to permit issuance. With their experience in various jurisdictions, I've used them as a sounding board for model code interpretations and information. Good people, great team!!" - Jason Finley, Chief Building Official ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta Page 8 PACIFIC V i �1 U R, Comprehensive Plan Review and Inspection Services City of Jurupa Valley CHALLENGES: Since 2011 incorporation, the City with a population of 100,000+ has undergone robust development activity centered around new residential, industrial, and commercial projects. The City faced an overwhelming need for comprehensive plan check services to meet current and future City needs. SUMMARY OF OUTCOME: Our staff created the development review and approval process, customized checklists/forms, and tested/implemented/continuously utilize Accela as the City's automated permitting system with a seamless CityView 3601 interface. We have also assisted with the development of engineering design standards and guidelines to facilitate the plan checking process. Our staff members have served as City Engineer, City Surveyor, on-site engineers, plan checkers, and inspectors to provide a comprehensive turn -key land development solution. Our staff has customized plan check checklists, leveraged electronic plan check, digital commenting, and mobile apps for web -based field inspections in real time; established development review processes; and consistently hold developer workshops and pre -planning meetings to facilitate the entitlement process. We have processed grading plans, improvement plans, architectural plans and maps for thousands of new residential units. HR Green also serves as the City NPDES Program Manager, overseeing compliance with federal, state, and regional water quality requirements. BENEFITS: Our staff members provide daily permit counter staffing (issue >60% of permits over the counter), accomplish 15,000+ building inspections annually (100% completed on-time); issue 1,500+ building permits annually, perform 1,500+ code enforcement inspections annually. We have achieved a 98% success rate meeting plan review schedules. Annually, this involves 2,100+ improvement plan sheets being reviewed, 2,200+ building plan reviews completed annually, and 150+ new planning projects reviewed. Our efforts have reduced costs in permit processing and inspection fees to applicants by an estimated 20 — 35% due to shorter turnaround times and lower costs. Our team members regularly facilitate round table discussions with developers to create awareness of current standards to help speed review times and ease approvals. REFERENCE Rod Butler City Manager City of Jurupa Valley 8930 Limonite Avenue Jurupa Valley, CA 92509 951.332.6464 rbutler@jurupavalley.org PROJECT DATES 2011 -ongoing STAFF ASSIGNED George Wentz, Tim Jonasson, Carlos Yado, Beth Jay, Sandra Schmitz, Linda Nguyen, Russell Peirson, Behrouz Azarvand, Tina York, James Xiong, Miranda Martin, Eric Muse "The City of Jurupa Valley continues to be very pleased with the services that we are receiving from HR Green. In an active and fast-growing city like Jurupa Valley, being able to supplement our internal team with well-managed contract staff makes us all the more effective in serving our residents and the development community."- Rod Butler, City Manager ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta Page 9 PACIFIC Building and Safety Services City of Palos Verdes Estates CHALLENGE: The City of Palos Verdes Estates recognized that they needed to improve their level and quality of services to the community. Because Palos Verdes Estates is in a semi -isolated portion of Los Angeles County, it was realized that there may be some difficulty in the breadth of services that could be provided by private providers. The goal was to assure that the proper dedication of staff and level of response could be provided by the selected contract provider. SUMMARY OF OUTCOME: HR Green was contracted in 2015 to provide comprehensive city engineering and building and safety services. Our services encompass building official responsibilities, building inspection, and building plan review. Additionally, we offer city engineering, civil site review, design, public works engineering, transportation planning, traffic engineering, CIP program management, grant writing/administration, and project management. Our dedicated staff consistently meets or exceeds plan review turnaround schedules, offering over-the-counter and electronic plan review options. We achieved 100% success rate on building and safety inspections within two-hour windows and in 2022 we completed over 1,233 plan checks for the City. By providing a "one-stop shop" approach, we have implemented a building permitting and community development system called SmartGov, which is now owned and operated by the City. Our services are available both on-site and remotely, allowing us to seamlessly interface with the City's permit technicians. We have introduced best practices such as new forms, tracking tools, electronic plan review, code updates, and an ADA transition plan. With the Building Official on-site 2.5 days per week, and our plan review manager present for most of the week, the City has access to the latest industry code information. We conduct a variety of building and safety inspections, ranging from custom homes to commercial projects, tenant improvements, and grading. BENEFIT: HR Green's commitment has resulted not only in an increased level of service but also in significant community benefit. For contractors and developers, it has resulted in improved turnaround times and cost savings. The end result quality of services and product has been clearly recognized. For the residents, there has been significant improvement in satisfaction of services delivered and response to community needs. The City has also realized cost savings due to the improved response and efficiency of services provided to the community. REFERENCE Mark Prestwich Former City Manager City of Palos Verdes Estates (now City Manager at Hemet) 951.765.2430 or 951.765.2300 mprestwich@hemetca.gov PROJECT DATES 2015 - ongoing STAFF ASSIGNED George Wentz, Tim Jonasson, Carlos Yado, Beth Jay, Sandra Schmitz, Linda Nguyen, Behrouz Azarvand, Tina York, James Xiong, Eric Muse, William Janowski "I've worked with the HR Green Building & Safety staff for over 2 years and continue to be impressed by their professionalism, expertise, and genuine best interest for the city. From public inquiries to final inspection and the entire building process in between, the staff's unwavering commitment to compliance, deadlines, and relationships is appreciated."- Brianna Rindge, AICP, Former Community Development Director, now at City of Lomita ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta Page 10 PACIFIC Aft Im 3. Complete Pricing List HR Green has provided various compensation options to benefit the City during periods when revenues are high and maintain appropriate consultant staffing levels during low periods of permit activity. Actual labor hours and staffing levels will fluctuate based on the actual workload or specific staffing levels established by the City. Option 1 - Percentage of Fees Collected Based upon our review of your Fee Schedule, we propose a sliding fee structure to provide Building Safety Services. Monthly Fees Collected < $200,000 $200,000 - 400,000 > $400,000 Our compensation will not exceed fees collected by the City. Notes / Assumptions HR Green Compensation (based on % of fees compensated) 70% 62% 56% 1. Plan review services will include up to a third review for approval of the plans. Additional reviews beyond three are completed based on using the applicable hourly rates as final negotiated with the City. 2. Compensation from the percentage of fees collected models shown above will include all direct HR Green employee costs, benefits, and corporate overhead. Directly related vehicle costs are subject to final contract negotiations with the City. 3. HR Green provides a detailed monthly billing for all services provided. We will work with the City to assure that the invoices are provided in a format acceptable to the City. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 11 Option 2 - Hourly Rate Schedule CLASSIFICATION HOURLY RATE Principal -in -Charge / QA/QC Manager $235- 300 Project Manager $180 - 235 Senior Professional Engineer $210 - 300 Professional Engineer $165 - 245 Structural Plan Review Engineer $185 - 245 Building Plan Review Engineer $130 - 170 Building Plan Reviewer $105 - 150 CASp-Certified Professional $135 - 180 Senior Building Inspector $125 - 160 Building Inspector $110 - 150 Senior Permit Technician $ 90 - 130 Permit Technician/Administrator $ 80 - 115 Professional Reimbursement and Overtime: The hourly billing rates include the cost of salaries of the HR Green employees, plus sick leave, vacation, holiday and other fringe benefits. The percentage added to salary costs includes indirect overhead costs and fee (profit). For overtime all employees classified as "non-exempt" by the U.S. Department of Labor will be compensated at 1- 1/2 times salary, as per state and Federal wage and hour laws. Billing rates will be calculated accordingly for these overtime hours. Should subconsultants be utilized, they will be approved in advance by the City and will be billed at the applicable classification rates listed above + 10%. Direct Expenses: Reimbursement for direct expenses, as listed below, incurred in connection with the work, will be at cost plus ten ( 10) percent (unless otherwise negotiated with the City) for items such as: • Maps, photographs, reproductions, printing, equipment rental and special supplies related to the work. • Subconsultants and other outside services, if needed. • Specific telecommunications and delivery charges. • Special fees, insurance, permits, and licenses applicable to the work. • Outside computer processing, computation, proprietary programs purchased for the work and other equipment. Our hourly fees/rates shall remain effective through December 31, 2023 and may be adjusted annually thereafter based on the CPI for Riverside County, or as negotiated and agreed to by the City. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta Page 12 PACIFIC 4. Complementary Services EnerGov Permitting Software Implementation Champions: HR Green has over 20 years of experience in helping cities implement various permitting and land development software. Linda Nguyen and Beth Jay are the implementation champions for EnerGov. Together they have built the back end of the permitting system for cities like Laguna Hills. Their experience in working through an implementation of EnerGov can be a game changer for the City of La Quinta. This will reduce time, resolve problems expeditiously, proactively ensure the right steps are taken, and ensure proper training can produce increased customer/end user experiences. We have provided hourly rates in our fee schedule that Beth and Linda would be billed under. Fire Life Safety Review and Inspection services: Should the desire, HR Green can provide consulting services for independent review, interpret, analyze, and report on technical fire protection design drawings and/or reports prepared by various applicants as needed in conformance with City adopted Fire and Building Codes and coordinate with the County. An Indio resident, Ron Greisinger, our proposed Fire Safety reviewer and inspector, served as a Fire Safety Specialist assigned by Riverside County to the City of La Quinta responsible for conducting inspections and investigations of existing buildings as it relates to fire life safety; participating in weekly projects review meeting as the fire department representative; providing technical assistance to other department staff members; reviewing all preliminary development plan submittals, providing codes and standards interpretations to applicants, planning staff and building official; reviewing commercial, industrial and multi -unit building plans and specifications for occupancy and structural requirements as it relates to fire code; providing plan review and inspection staff with effective recommendations for automatic fire sprinkler systems, alarm and monitoring systems, clean agent extinguishing systems and commercial cooking fire extinguishing systems. Remote Video Inspection: Apart from the recent ICC -certified protocols implemented during the onset of the COVID-19 pandemic, we will continue to explore opportunities and technological interfaces: Other technology that leverages staff resources are applications that allow for "self certification" and "virtual" inspection. These could be used for hot water heaters, for example, and, where prudent, other minor inspections that can eliminate the need for an inspector to drive to the job site and minimize interactions and potential exposures between residents and inspectors, for the safety of both parties. Civil Plan + Map Review / Telecommunications Facilities Permit Review: Most Building & Safety consultants do not offer critical companion civil plan and map check services. HR Green is dedicated to providing comprehensive development review, processing and management services to provide a one stop shop and accelerate reviews and approvals. Our civil plan review staff have worked with nearly 40 Southern California agencies, including the City of La Quinta for 10+ years, and regularly interface with our building plan review to provide a holistic solution. This includes all manner of infrastructure reviews and survey reviews. Key leaders have served as technical advisors to various electronic plan review software providers to enhance the functionality of their systems. We also are unique in that our staff bring a national footprint of reviewing wireless telecommunications permit applications for compliance to RF considerations, aesthetics, FCC mandates, and shot clock requirements. We have provided these hourly rates in our fees schedule. Staff Development/Training: While the success of our work product relies on our team of professionals to deliver exceptional service to the City of La Quinta, we can utilize them to further assist in many other ways. HR Green can support and provide staff training that will help the City's team grow their potential to better serve their community. This includes technical training topics, team building exercises, along with workshops with City constituents to better understand our obligation as code professionals in the built environment. Our Project Manager, Carlos Yado, CBO, has extensive knowledge in Building Official -related tasks including code adoption, legislative updates, and many other changes that come from enforcing building code regulations. Together, through our partnership with the City, we can leverage our mutual strengths to be able to provide the highest level of customer service and provide the best solutions for how we approach Building and Safety services to the City of La Quinta. These services shall be compensated on an hourly basis as noted in Section 3, Complete Pricing List. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 13 an 5. Staffing and Project Organization Your primary point of contact is Carlos Yado, CBO, our assigned Project Manager. Carlos will be your day-to-day contact and will see that all resources are allocated to your projects as needed, serve as part of our QA/QC team, and will be available for requested meetings with the City. Tim Jonasson, PE, our assigned Principal -in -Charge, and George Wentz, PE, our QA/QC Manager, are long-time Coachella Valley residents and have a long-established working experience with the City of La Quinta and most cities in the region. Their biosketch resumes and work experience, along with those of our proposed personnel, appear in the following pages. HRGreen® PACIFIC • Tim Jonasson, PE • Linda Nguyen, ICC -Certified • Robert Stauffacher, ICC -Certified • Carlos Yado, CBO, ICC -Certified BUILDING • Beth Jay, ICC -Certified • Sandra Schmitz, PE, ICC -Certified • Russell Peirson, ICC -Certified • Ken Welch, MCP, CBO • Rick Molina, MCP, CBO • Jim Errico • Ronald Griesinger • Behrouz "BJ" Azarvand, CASp • Kevin Paul, PE, GE GRADING • Tina York, PE • Miranda Martin • James Xiong, PE • George Wentz, PE • Russell Peirson, ICC -Certified • Eric Muse, ICC -Certified • William Janowski, ICC -Certified • Ronald Griesinger LEGEND • HR Green Pacific, Inc. • Subconsultant 60+ Additional Support Staff Available As -Needed On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 City of La Quinta Page 14 EXPERIENCE 15+ Years EDUCATION MBA (in process) BA, Public Administration ICC CERTIFICATIONS Carlos Yado, CBO, ICC -Certified Project Manager Carlos brings more than 15 years of supervisory experience of the daily operations of the Building and Code Enforcement Departments for various municipalities throughout Southern California. His expertise includes counter customer service, permitting, plan check, field inspection, code interpretation, departmental management and optimization, strategic business planning, and gathering of data and completing required reports. His progressive, customer services oriented, collaborative approach enables departments the opportunity to elevate their potential and increase efficiency and effectiveness. He has implemented and monitored compliance with the applicable building codes and city ordinances, while providing counsel on appropriate alternate construction means and methods. Carlos is proficient using various software applications, including SMARTGov, Bluebeam Revu, TRAMT, EnerGov, Accela, Adobe, e-PlanSoft, and ePermitHub. RELATED PROJECT EXPERIENCE Building Plan Review, City of Palm Desert Building Official/Building and Code Enforcement Manager, Cities of Hemet, San Certified Building Code Juan Capistrano, Palos Verdes Estates, and Whittier Official >Senior Building Inspector/Electrical Plans Examiner, Cities of Irvine, Santa Ana, +8 More and Anaheim ............................................................................................................................................................................... EXPERIENCE 32 Years EDUCATION WE BS, Civil Engineering REGISTRATION / LICENSE Registered Civil Engineer, CA #45843 Tim Jonasson, PE Principal -in -Charge A long-time La Quinta resident, Tim has 32 years of design, CIP program management, design management, plan review, NPDES/water quality compliance, and construction management experience of municipal public improvement projects, including pavement rehabilitation, sink hole mitigation, drainage, water, sewer, traffic signal design, grading, parks, recreational facilities, parking lots and parking structures. Tim has served in several agencies overseeing development services coordinating and facilitating entitlement and permitting of private development projects. Additionally, Tim has served as construction manager and design engineer on a variety of municipal improvement projects including bridge construction, street and landscape improvements, water and wastewater improvements, parks construction and rehabilitation, golf course improvements and traffic signal installation. RELATED PROJECT EXPERIENCE Public Works and Design & Development Director, City of La Quinta >Development Services Manager and Interim Public Works Director, City of Palm Desert >Land Development Engineering, Plan Review, and CIP Program Management, City of Cathedral City Development Services, City of Jurupa Valley City Engineering and Development Services, City of Palos Verdes Estates ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen© > City of La Quinta P A C I F I C Page 15 EXPERIENCE 50+ Years EDUCATION Masters, Public Administration BS, Civil Engineering REGISTRATION Registered Civil Engineer, CA #43273 EXPERIENCE 18 Years CERTIFICATION ICC Permit Technician TRAINING ICC Photovoltaic Plan Review CALBO/ICC Residential Additions Plan Review George Wentz, PE Vice President and QA/QC Manager A long-time Coachella Valley resident, George brings 50+ years of municipal management experience. George currently is a Vice President for HR Green and supports our engineering, management and building and code -related services. He has overseen the provision of a wide array of building plan review, grading plan review, and inspection services to more than 20 cities and various counties throughout Southern California, including most agencies in Coachella Valley (La Quinta, Palm Desert, Rancho Mirage, Desert Hot Springs, Indian Wells, Coachella, Indio). George has directed and administered projects which range from on-call support to full city contract services. His responsibilities have ranged from accountability for day-to-day completion of activities associated with a contract to Principal -in -Charge of particular projects. His managerial experience and high level of success is well documented and recognized by the cities he has served. He is recognized in the field as having a unique talent in working well with City Councils, boards, commissions, committees, ad-hoc groups, managers, department heads and staff to achieve desired agency results. He has focused on the master planning and implementation of high-profile projects, revenue- producing developments, golf courses, and mixed-use resort communities. Moreover, George has served as a development manager, responsible for identifying specialty designers, contractors, and operators; preparing and maintaining documentation; incorporating applicable procedures and standards into design and construction documentation; coordinating closely with agency, developer, city departmental staff, approving agency, and community stakeholders; facilitating community outreach; and coordinating project management, estimating, constructibility, and scheduling efforts. Linda Nguyen, ICC -Certified Permit Technician Linda has more than 18 years of experience working in local government and professional offices, including the testing and successful deployment of EnerGov. She has interfaced at all levels with residents, general public, contractors, design professionals, and members of other local government. Linda has provided various permit and front desk services, including calculation and verification of valuation, issuing permits for commercial, residential, and accessory structures, maintaining permit records, and preparing reports for community development directors. She has also tracked plan check applications from submission through approval using EnerGov and routed plan checks via electronic plan review through Bluebeam Studio. RELATED PROJECT EXPERIENCE Permit Processing, City of Jurupa Valley Building and Safety, City of Palos Verdes Estates Permit Technician, City of Laguna Hills On -Call Development Services, City of Huntington Beach Front Desk and Counter Assistance, City of Laguna Hills ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen© > City of La Quinta P A C I F I C Page 16 EXPERIENCE 32 Years EDUCATION MS, Homeland Security BS, Business Management CERTIFICATIONS ICC Permit Technician EXPERIENCE 18 Years EDUCATION BA, Business Administration CERTIFICATIONS ICC -Certified Building Plans Examiner ICC -Certified Residential Building Inspector CAL-OES-Certified Robert Stauffacher, ICC -Certified Permit Technician Robert has more than 25 years of experience managing personnel, deadlines and workloads, including more than three years of experience as a building permit technician for the City of San Juan Capistrano. He has provided technical customer support to the public, contractors, and licensed professionals, which included receiving and reviewing plans to ensure compliance with city ordinances and State building codes. Robert has been responsible for computing and assessing fees, providing building code, city ordinance, and county requirements/regulations to customers and staff. He has maintained various required tracking logs and systems, updated databases, and processed documents for retention. In addition, Robert has provided research related to permits during submission and historical/ previously issued permits as required by the public or members of the city staff. He managed the City of San Juan Capistrano's Construction and Demolition Program, including the intake of documentation and fees, processing forfeitures and refunds, and maintained associated records. Robert also has experience with the TRAKiT system, to generate monthly reports, and process and issue refunds. RELATED PROJECT EXPERIENCE Permit Processing, City of Hemet Building Permit Technician, City of San Juan Capistrano City Managers Department, City of San Juan Capistrano Remote Permit Processing, EI Paso County, CO Beth Jay, ICC -Certified BUILDING—Plan Review Having successfully deployed and utilized EnerGov, Beth has 15+ years of diverse ADA compliance, architectural and building safety experience on a wide variety of projects. She brings architectural, energy, NPDES, green building code, non-structural, accessibility, mechanical, electrical, plumbing, fire, fire alarm, smoke system, and life -safety plan review experience of residential, commercial, and industrial facilities. Beth has been involved in the plan review, coordination, tracking and routing of project plans and supports our engineering plan check contracts in the performance of ADA compliance for ramps, curbs, sidewalks, and the public right-of-way as well as buildings/structures. She has worked on historic preservation projects, as well as seismic retrofits on existing structures. Beth oversees the best practice implementation of building plan reviews for our clients. She focuses extensively on work processes to streamline the intake and reporting of plan review status reporting as well as quality reviews of plans, implemented software solutions to implement paperless Building & Safety operations for permit issuance and inspection. She works closely with agency representatives to establish best practices to most effectively coordinate with public agencies, applicants, and other stakeholders. RELATED PROJECT EXPERIENCE On -Call Plan Review, City of La Quinta On -Call Plan Review, City of Palm Desert L>On-Call Plan Review, Cities of Hemet, Moreno Valley, Palos Verdes Estates, and Jurupa Valley On -Call Plan Review, County of Orange ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 17 EXPERIENCE 10+ Years EDUCATION MA, History BS, Architecture REGISTRATION / LICENSE Registered Civil Engineer, CA #83448 CERTIFICATIONS ICC -Certified Plans Examiner EXPERIENCE 18 Years EDUCATION MCP Certification, New Horizons Learning Centers Sandra Schmitz, PE, ICC -Certified BUILDING—Plan Review Sandra brings 10+ years of building/structural plan review, design, and counter support for multiple cities throughout Southern California. She is also proficient in the coordination of historic preservation properties and working with various permitting/plan review systems and inventory databases. Apart from being a registered civil engineer, Sandra is also an ICC -certified Building Plans Examiner. RELATED PROJECT EXPERIENCE r> Building and Structural Plan Review, City of La Quinta r> Building and Structural Plan Review, City of Palm Desert r> Building and Structural Plan Review, City of Jurupa Valley >Building and Structural Plan Review, City of Laguna Hills >Structural Plan Review, (Wireless Telecommunications Facilities), City of Beverly Hills Building and Structural Plan Review, City of Palos Verdes Estates Historic Preservation, City of Pomona >Structural Design, Various Southern California cities >Structural Plan Review, City of Aurora, CO ................................................................ Russell Peirson, ICC -Certified BUILDING—Plan Review and Inspection Russel has more than 16 years of experience conducting thorough and accurate plan reviews and building inspections for new construction and tenant improvements. He served as a Senior Building Inspector and Senior Plans Examiner for the City of Diamond Bar. He has also provided plan review for the cities of Indio, Jurupa Valley, Walnut, La Verne, Diamond Bar, San Gabriel, and San Dimas. His experience includes plan review for compliance that applies to a broad range of projects from mixed use projects, new single-family dwellings to very complex projects ranging from educational occupancy at the University of La Verne new dormitories and new baseball stadium, to FDA pharmaceutical manufacturing for Gilead industries $200 million project where he was reasonable for life safety and MEP. Russell has numerous ICC and California Certifications across a wide range of disciplines. CERTIFICATIONS REGISTRATION / Combination Building Inspector ICC Certification I Mechanical Inspector ICC Certification LICENSE Mechanical Inspector I Plumbing Inspector ICC Certification Plumbing Inspector I ICC Commercial Electrical Inspector I ICC Residential Electrical Certification I ICC Accessibility ICC -Certified Inspector/Plans Examiner I ICC Building Plans Examiner I Certification California Building General B Contractor, Plans Examiner I Certification California Commercial Building Inspector I Certification Contractors State License California Commercial Electrical Inspector I Certification California Commercial Mechanical Inspector I Certification California Commercial Plumbing Inspector I Certification California Service Residential Building Inspector I Certification California Residential Electrical Inspector I Certification California Residential Mechanical Inspector I Certification California Residential Plumbing Inspector I Certification Cal-EMA Safety Assessment Program I Certification Build It Green Professional I Certification FEMA Incident Command System I Certification Microsoft Networking NT MCP I Certification Auto -Cad Certification- Arch ertification- Architectural/Electro-Mechanical On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen© D City of La Quinta Page 18 P A C I F I C EXPERIENCE Ken Welch, MCP, CBO BUILDING—Plan Review Ken has more than 30 years in the construction field as a carpenter and electrician, and 20 years of experience in inspections, code enforcement and plan review in local government. He provided building inspections, zoning compliance, property maintenance compliance and code enforcement. In addition, Ken has worked with residents, business owners and developers the plan review for development projects. For the past five years he has provided plan review using electronic plan review/digital commenting platforms for the majority of complex building projects processed through various municipalities. 21 Years CERTIFICATIONS EDUCATION Master Code Professional I Chief Building Official I Building, Housing, Zoning, Fire, AAS, Fire Science and Electrical, Mechanical, Plumbing, and Permit Specialist I Building Code Plan Reviewer Emergency Medical I Combination Plans Examiner I International Residential and International Commercial Services Plan Review I Fire Code Plan Reviewer & Inspector I Residential Energy Inspector/Plans Examiner I Certified Fire Marshall I Accessibility Inspector/Plans Examiner I Housing Code Official I Electrical Code Official I Plumbing Code Official I Mechanical Code Official EXPERIENCE 20+ Years Rick Molina, MCP, CBO BUILDING—Plan Review Rick has more than 20 years of experience and holds numerous ICC Certifications. He has extensive experience as a skilled fire and life safety inspector, with technical expertise in the electrical and HVAC fields. His qualifications include building plan reviews and inspections for all building disciplines and various types of residential and commercial projects, education, training, and knowledge in all aspects of the construction trade. He has been responsible for the update of new ordinances and codes, update and installation of annual fire safety inspections, and scheduling inspectors to meet code -designated timeframes. Rick has also provided plan check and permitting services, including processing permits from start to finish and evaluating permitting fees. EDUCATION CERTIFICATIONS Certificate in Heating, Fire Plans Examiner I Electrical Code Official I Master Code Professional I Residential Plumbing Air Conditioning and Inspector I Housing Code Official (expires 03/17/2023) 1 Permit Technician I Electrical Inspector Refrigeration I Commercial Combination Inspector I Certified Building Official I Mechanical Inspector I Fire Inspector 111 Plumbing Plans Examiner I Zoning Inspector I Fire Inspector I I Plumbing Inspector I Commercial Plumbing Inspector I Commercial Building Inspector I Electrical Plans Examiner I Commercial Mechanical Inspector I Building Plans Examiner I Accessibility Inspector/Plans Examiner I Commercial Electrical Inspector I Residential Fire Sprinkler Inspector/Plans Examiner I Residential Mechanical Inspector I Residential Electrical Inspector I Plumbing Code Official I Mechanical Code Official I Building Code Official I Commercial Energy Inspector I Building Inspector I ICC/AACE Property Maintenance and Housing Inspector I Residential Combination Inspector I Mechanical Plans Examiner I Residential Building Inspector I Combination Plans Examiner I Combination Inspector I Permit Specialist I Building Code Specialist I Plumbing Code Specialist I Mechanical Code Specialist I Electrical Code Specialist I Fire Code Specialist I NAFED Portable Fire Extinguisher Technician I Housing and Zoning Code Specialist ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta Page 19 PACIFIC EXPERIENCE 16 Years CERTIFICATIONS Fire Inspector Certification Public School Inspector Certification Fire Pump Training Certification EXPERIENCE 20+ Years EDUCATION BS, Architecture CERTIFICATIONS ICC -Certified, Building Plans Examiner CASp-Certified (CASp- 313) Jim Errico BUILDING—Plan Review/Fire Life Safety Jim has more than 16 years of experience in fire protection and building and fire inspections. Throughout his career, he has worked on various commercial and residential projects, specializing in wet, dry, and fire pump system inspections, as well as sprinkler systems and the evaluation and inspection of piping. Jim is also experienced in conducting life safety inspections of commercial occupancies, reviewing and inspecting life safety systems, and enforcing building codes. He has served various municipalities and played a crucial role for compliance with fire safety regulations and conducting thorough inspections. In addition, Jim has conducted comprehensive reviews and inspections to assess and improve fire and life safety measures. His dedication to thorough inspections and adherence to regulations contribute to the overall safety and well-being of the communities he serves. Behrouz "BJ" Azarvand CASp BUILDING—Plan Review Behrouz has 30 years of hands-on building and safety expertise, including serving as Building Official, plan reviewer, building inspector, and managing permit counter activities for Southern California cities. He has conducted numerous code and process -related training sessions and seminars. Moreover, he is very proficient in the electronic plan check process. Behrouz has served as a Building Official where he planned, managed, and monitored the activities of the Building Division, including participating in new staff selection, training for all division staff members, and the development of policies and procedures. In addition, Behrouz has experience providing counter service to public customers, explaining the interpretation of codes; expediting reviews; facilitating educational and public outreach workshops and materials for in-house staff and developers, engineers, architects, and other applicants; and serving as a facilitating bridge between Building and Safety, Public Works, and Planning Departments to efficiently shepherd projects through the approval process. RELATED PROJECT EXPERIENCE CASp Compliance, City of Palm Desert Building and Safety, City of Jurupa Valley Building Official and Plan Check Supervisor, City of Tustin Building and Safety, County of Orange Building and Safety / Planning, City of Irvine >Building and Safety, City of Orange ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 20 EXPERIENCE Ronald Griesinger BUILDING—Fire Life Safety Plan Review & Inspection A La Quinta resident, Ron possesses 25+ years of diverse fire, life, and safety experience tied to plan review, inspection, and fire marshal services. He has performed inspections of buildings to confirm that the construction is in accordance with the submitted plans, codes, and regulations; reviewed submitted plans for code compliance, read / interpreted blueprints, and inspected construction activities to ensure buildings and improvements were built in a safe manner and in accordance with the adopted codes, the plans, and specifications. 25+ CERTIFICATIONS EDUCATION Certified Wildfire Firefighter I FEMA Certifications: IS 100, 200, 241, 242, 275, 700, 288, Fire Academy Coursework 800, 08-A, 1900 I Certified Green Building Professional I California State Fire Marshall Certifications RELATED PROJECT EXPERIENCE Fire Life Safety, Riverside County Fire Department, City of La Quinta >Yaamava Resort, San Manual Band of Mission Indians, Highland �> Fire Life Safety, City of Watsonville EXPERIENCE 20+ Years EDUCATION BS, Civil Engineering REGISTRATION / LICENSE Registered Civil Engineer, CA #70084 Registered Geotechnical Engineer, CA #2930 OSHA 40 Hour safety trained Loss Prevention System (LPS) Program Trained Kevin Paul, PE, GE Geotechnical Plan Review With more than 20 years of experience in the geotechnical engineering, materials engineering, materials testing and inspection, and environmental services field, Kevin specializes in public works, essential services, educational and renewable energy projects. He has been the geotechnical engineer for numerous public works projects for jurisdictions throughout southern California, including bridges, roadways, water and sewer supply and infrastructure, and buildings. His role will be the primary third -party reviewer for this contract. Kevin is an experienced project manager, with the responsibility of assuring high quality subsurface study, data analysis, and budget management. He is directly involved in development of project scopes and proposals, coordination and preparation of project teams, direction of fieldwork, personnel and equipment, laboratory testing and analysis, and report preparation. He serves as the Engineer -of -Record for Earth Systems' Perris and Bermuda Dunes materials testing laboratories for the AASHTO Materials References Laboratory (AMRL) and Cement and Concrete Reference Laboratory (CCRL) accreditation, California Department of Transportation (Caltrans) certified laboratory, and Division of State Architect (DSA) Laboratory Evaluation and Acceptance (LEA) programs. Kevin has developed a reputation of working collaboratively with clients, the design team, and contractors while meeting tight schedules and deadlines. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen© > City of La Quinta P A C I F I C Page 21 EXPERIENCE 38 Years EDUCATION BS, Civil Engineering REGISTRATION / LICENSE Registered Civil Engineer, CA #46367 EXPERIENCE 22 Years EDUCATION BS, Civil Engineering Tina York, PE GRADING—Plan Review Tina has 38 years of experience focusing on civil plan review, project management, civil engineering, site grading and drainage design, and review of hydrology and hydraulics studies. She has also performed construction inspection for municipalities. Having overseen plan review services for 40+ agencies, she has customized plan review reports and tracking logs, checklists, and budgetary worksheets for tracking project costs. Tina has also managed a web -based plan check tracking system to give agency staff 24/7 project status and implemented electronic plan checking to enhance communication, reduce review times, and save money. She is proficient with many software applications, including: Accela, LMS, NewForma, Blubeam Revu, TRAKiT, Adobe, and e-PlanSoft. RELATED PROJECT EXPERIENCE >Grading/Civil Plan Review, City of La Quinta >Grading/Civil Plan Review, City of Palm Desert Grading/Civil Plan Review, City of Rancho Mirage Grading/Civil Plan Review, City of Desert Hot Springs Grading/Civil Plan Review, City of Cathedral City r> Plan and Map Review, Various Cities/Agencies in Riverside, San Diego, Orange, San Bernardino, and Los Angeles Counties Plan and Map Review, City of Jurupa Valley, Moreno Valley, Hesperia, Victorville, Pomona, Chino Hills, Corona, Lake Elsinore, Placentia, Lancaster, Laguna Hills Miranda Martin GRADING—Plan Review Miranda has 22 years experience managing construction projects and scheduling, and has been responsible for communications with the clients She has prepared and negotiated joint venture agreements with private parties and communicated regularly with assigned principals and office managers relative to project status and performance. Miranda has an emphasis of civil engineering experience and knowledge including construction review and administration. She collaborates with engineers, architects, contractors and all team staff, to determine the specifications of the project. In addition, Miranda has been responsible for obtaining permits and licenses from appropriate authorities, determining resource needs, including personnel assignments, equipment and materials with attention to budget. She has planned all construction operations and scheduled intermediate phases to ensure deadlines, and acquired equipment and material and monitor stocks to timely handle inadequacies. Miranda has experience working with AutoDesk Land Desktop Suite Civil 3D 2016, AES, GIS, GeoMedia, Project and Access, Adobe Acrobat Professional, and Primavera. RELATED PROJECT EXPERIENCE Civil and Grading Plan Review, City of La Quinta Civil and Grading Plan Review, City of Diamond Bar Civil and Grading Plan Review, City of Jurupa Valley Civil and Grading Plan Review, Cities of Eastvale, Moreno Valley, and Upland ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 22 EXPERIENCE 30+ Years EDUCATION MS, Transportation Engineering BS, Civil Engineering REGISTRATION / LICENSE Registered Civil Engineer, CA #67998 EXPERIENCE James Xiong, PE GRADING—Plan Review James brings 30+ years of project management, design, plan review, hydrology, hydraulics, water quality, transportation engineering, office engineering, and construction management experience related to public works, infrastructure, drainage, rail facilities, bridge, highway, and utilities projects. He has handled engineering plan review for nearly 20 agencies. Also, for nearly two years he served on-site as a Project Engineer at SANDAG for CIP projects and a few years at the County of San Diego and Jurupa Valley for plan check services. RELATED PROJECT EXPERIENCE r> Civil and Grading Plan Review, Cities of La Quinta, Indio, Jurupa Valley, Corona, Moreno Valley, Upland, Hemet, Diamond Bar, Victorville, Palos Verdes Estates, Hesperia, Carlsbad, and Escondido Civil and Grading Plan Review, Riverside County Transportation Department, County of Orange, and County of San Diego >Civil and Grading Plan Review, Elsinore Valley Municipal Water District >Civil/Grading Plan Review and Map Review, City of Chino Hills Eric Muse, ICC -Certified Inspection Eric has 30+ years of construction experience working through various construction trades, such as carpentry and framing, as well as building inspection for various municipalities. Prior to joining HR Green, Eric served as a general contractor for residential and commercial properties, providing high-end millwork and framing for new homes and remodels. He has also served as a Construction Superintendent on various projects and as Project Manager on pilot projects for TLC and HGTV cable shows. Current and past projects include building inspection for the cities of Palos Verdes 30+ Years Estates, Laguna Hills, Jurupa Valley, and the County of Orange. EDUCATION RELATED PROJECT EXPERIENCE CA CBO Training Institute: > Building Inspection, City of Jurupa Valley Plan Check/Plan Review p Building Inspection, City of Palos Verdes Estates International Code Council >Building Plan Review and Inspection, City of Laguna Hills Construction/Contractor > Building Inspection, County of Orange Coursework CERTIFICATIONS ICC -Certified Residential Building Inspector ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen© D City of La Quinta Page 23 P A C I F I C EXPERIENCE 16 Years EDUCATION MBA, Finance BS, Civil Engineering BS, Computer Science REGISTRATION / LICENSE ICC -Certified Residential Combination Inspector ICC -Certified Commercial Combination Inspector William Janowski, ICC -Certified inspection William has more than 16 years of experience as a combination building inspector for a large metropolitan city, and more than 10 years of information technology and construction field engineering project management. He was the lead engineer on the Byron, IL nuclear station auxiliary building pipe support design and field installation effort, and established procedures to track tasks and transmit all field information to design offices. He successfully managed more than 50 information technology projects, providing more than $10 million in revenue in a four-year period. William was also awarded Boeing's highest honor, the Spirit of Excellence, as a member of the team that developed a new process to sell aircraft surplus parts. RELATED PROJECT EXPERIENCE Building Inspection, City of Palos Verdes Estates Building Inspection, City of Anaheim �> Field Engineer/Estimator/Contract Administrator, Morrison-Knudsen Company, Irvine >Senior Engineer, Westinghouse Electric Corporation, Pittsburgh, PA ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen© D City of La Quinta Page 24 6. Subcontracting Services Azarvand's Building Department Services LLC I CASp Consulting Behrouz Azarvand is both CASp and ICC -certified with more than 30 years of building and safety expertise, including serving as Building Official, plan reviewer, building inspector, and managing permit counter activities for California cities, including Palm Desert, Orange, Irvine, Tustin, and Jurupa Valley. He has supported HR Green in a CASp consulting capacity clients throughout Southern California, most recently for the City of Palm Desert. He is very proficient in electronic plan review. For more than five years he has been providing accessibility plan check to the County of Orange on the 23,000 -acre Ranch project. He has also reviewed a complex jail project for Music Honor Farm in Irvine; a Juvenile Hall Multipurpose Rehabilitation complex in the City of Orange; custom homes, tract homes and apartment buildings; several capital improvement projects, such as tenant improvements for the Orange County Sheriff's Coroner office; and 100+ photo voltaic projects with or without battery back-up systems. As the Building Plans Examiner for Irvine, he reviewed tenant improvements, room additions, and over-the-counter plan reviews. This included meeting applicants in person and discussing review comments over the phone. As Planner he also processed conditional use permits and tentative maps, handled design review, zone changes, entitlement processing, and wrote staff reports. Behrouz served in a key facilitation role to coordinate projects between both the Planning and Building and Safety Departments to streamline the entitlement and approval process. He has also conducted numerous code and process - related training sessions and seminars. Behrouz is very proficient in the electronic plan check process. Earth Systems I Geotechnical Review Earth Systems Pacific (Earth Systems) will provide geotechnical development review services. Their role will be to provide third -party review and evaluation of engineering geology and geotechnical reports to verify compliance with City requirements and the generally accepted professional standard of care. They will also review foundation and grading plans for proposed development projects to determine conformance with applicable geotechnical recommendations and applicable code requirements. With over 50 years of experience in the geoprofessional industry and a local office in Bermuda Dunes, Earth Systems brings decades of local experience and industry expertise to this contract. This includes 30+ years of multi -faceted geotechnical engineering and testing services for Indian Wells and review of geotechnical engineering reports for Cathedral City. They offer a full range of services in the fields of geotechnical engineering, engineering geology, environmental assessment, construction monitoring, and materials testing and special inspection. Their local staff consists of registered geotechnical engineers, certified engineering geologists, soil technicians, special inspectors, and laboratory technicians, augmented by drilling, drafting, and support personnel. Earth Systems maintains local, fully accredited materials testing laboratories with the capacity to perform hundreds of tests upon soils, concrete, asphalt, steel, masonry, and other building materials. Earth Systems laboratories have been certified or inspected by such agencies as the Division of the State Architect (DSA), the Cement and Concrete Reference Laboratory (CCRL), AASHTO re:Source (formerly AMRL), and the U.S. Army Corps of Engineers. Several are also Caltrans -approved. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 25 7. Disclosures HR Green Pacific, Inc. confirms that we have no negative history. We have no prior or ongoing agreement failure, civil or criminal litigation or investigation pending, which involved our firm or in which we have been judged guilty or liable within the last five (5) years. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 26 8. Acknowledgment of Insurance Requirements If selected, HR Green Pacific, Inc. will provide the minimum insurance coverage and indemnification noted in Exhibits E and F, respectively, of the City's Agreement for Contract Services included as Attachment 1. PIPOPPP— I-IR(�roon ATTACHMENT 2 INSURANCE REQUIREMENTS ACKNOWLEDGEMENT Must be executed by proposer and submitted with the proposal I, George A. Wentz confirm that HR Green Pacific, Inc. (name) hereby acknowledge and (name of company) has reviewed the City's indemnification and minimum insurance requirements as listed in Exhibits E and F of the City's Agreement for Contract Services (Attachment 1); and declare that insurance certificates and endorsements verifying compliance will be provided if an agreement is awarded. I am Vice President (Title) of HR Green Pacific, Inc. (Company) NOTE: If selected, we reserve the opportunity to negotiate any needed changes to the agreement. Page 40 of 42 On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 D City of La Quinta Page 27 Commercial General Liability (at least as broad as ISO CG 0001) $1,000,000 (per occurrence); $2,000,000 (general aggregate) Must include the following endorsements: General Liability Additional Insured General Liability Primary and Noncontributory Commercial Auto Liability (at least as broad as ISO CA 0001) $1,000,000 (per accident) Personal Auto Declaration Page if applicable Errors and Omissions Liability $1,000,000 (per claim and aggregate) Worker's Compensation (per statutory requirements) Must include the following endorsements: Worker's Compensation Waiver of Subrogation Worker's Compensation Declaration of Sole Proprietor if applicable NOTE: If selected, we reserve the opportunity to negotiate any needed changes to the agreement. Page 40 of 42 On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 D City of La Quinta Page 27 ZAI 9. Non -Collusion Affidavit HRGreen© P A C I F I C tevau�� CALIFORNIA - ATTACHMENT 3 NON -COLLUSION AFFIDAVIT FORM Must be executed by proposer and submitted with the proposal I George A. Wentz I am Vice President (Title) (name) hereby declare as follows: of HR Green Pacific, Inc. (Company) the party making the foregoing proposal, that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from proposing; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any other proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the agreement of anyone interested in the proposed agreement; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative hereto, or paid, and will not pay, any fee to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof to effectuate a collusive or sham proposal. I declare under penalty of perjury under .the laws of the State of California that the foregoing is true and correct. X. , y 11 _ Proposer Signature: Proposer Name: Proposer Title: Company Name: Address: George A. Vice President HR Green Pacific, Inc. 44651 Village Court, Suite 123, Palm Desert, CA 92260 Page 41 of 42 On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 D City of La Quinta Page 28 CALIFORNIA - ATTACHMENT 4 ACKNOWLEDGEMENT OF RECEIPT OF ADDENDA Must be executed by proposer and submitted with the proposal; If no addenda has been issued, mark "N/A" under Addendum No. indicating Not Applicable and sign ADDENDUM NO. I SIGNATURE INDICATING RECEIPT N/A NOTE: We acknowledge receipt of the City's Response to Questions, dated May 26, 2023 Page 42 of 42 ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 29 we _��i � __ a -_ _ :rte • _• - ..F�p17 ti.�'.yi .:.t -Y. a ` �My: ._ r� 11. Appendix - Approach and Methodology PROJECT UNDERSTANDING The City of La Quinta is proactively implementing various improvements to enhance cost-effective efficiencies, and facilitate customer responsiveness. These steps include transitioning to Tyler Technologies' EnerGov for building permit and plan review tracking, while leveraging plan review and inspection consultants with the breadth of technical proficiency to meet or beat your turnaround review schedule performance metrics. WE LISTEN AND HAVE SOLUTIONS Special Consideration: MINIMIZE MULTIPLE REVIEWS We consistently hear from agencies, applicants, and constituents frustrated at experiencing too many review cycles prior to plan approval, blindsided by new review comments made in subsequent reviews, and lack of plan reviewer -assigned continuity for each review. This lack of customer service can be found in lackluster satisfaction surveys, heard at City Council meetings from vocal constituents, and experienced by City leadership. Our Solution: HR Green prides itself on efficient and effective customer service. Nationwide, we consistently experience a 98% success rate meeting our public agency review schedules and approvals within three reviews or less for non -over-the-counter projects. We do this by: ► Assigning the same highly qualified plan reviewer to a project from initial review to final approval. This creates critical continuity and rapport between the applicant and the reviewer to understand the project's needs, City requirements, and what is required for expeditious and efficient approval. MEETING AND EXCEEDING YOUR NEEDS AND EXPECTATIONS ► Cost-effective, responsive service ► Customer -oriented and qualified staff ► Stellar and seamless communication ► Timely reviews ► Streamlined permit processing ► Service with a "personal touch" ► Proactive public outreach / education ► Electronic / web -based tools ► Digital comments letters ► High productivity / Efficient service ► Accurate and complete record keeping to deliver quality and timely response within budget and schedule Special Consideration: EFFECTIVE COMMUNICATION A lack of effective communication between applicants, city departments, regulatory agencies, and the consultant reviewers can extend the review process, foster frustration, negatively impact relationships, and compound inefficiencies. Applicants may not be informed as to submittal requirements or understand Conditions of Approval, code intent, and Certificate of Occupancy requirements or plan submittal requirements. Consequently, either comments grow after plans have already been resubmitted, causing even more delays, and/ or otherwise unnecessary re -inspections are required. Our Solution: HR Green prioritizes seamless communication among all stakeholders. We do this by: o,. Facilitating meetings with stakeholders, applicants, o,. Consistently formalizing and automating the intake and architects, and engineering to help secure plans that review process (our GreenTREX program) whether an electronic or manual submittal. This allows for efficient meet the project objectives and the requirements of a routing of plans, consistent digital comments, tracking logs, and 24/7 access to project status. ► Working collaboratively with the designers, contractors, and developers to deliver a team approach through cooperation in delivering the final plans. HRGreen© P A C I F I C plan submittal, to the extent possible. ► Utilizing educational handouts and checklists through various avenues (e.g., City website, emails, at the counter, etc.). P. Establishing and sharing key submittal metrics and expectations. ► Taking advantage of internal plan review checklists and forms tied to your permitting system to provide consistency by HR Green staff. On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 D City of La Quinta Page 30 ► Initially meeting, as necessary, with applicants upon receipt of the submittal to clarify the required steps for project approval, code requirements, alternate construction means and methods, key milestones, and contact information. ► Holding virtual meetings to review digital/manual comments, explain the rationale for these comments, and real-time collaboration to incorporate changes and corrections. ► Responding to phone calls and emails within one day. Special Consideration: SUPPORT CITY STAFF EFFICIENTLY A potential issue could be inadequate coordination with City consultants and applicants. This can best be illustrated when there are cascading concerns of inefficiencies due to myriad of issues that could have been avoided. These issues could include not having sufficient qualified staff available to perform the assigned plan review and inspection, not mobilizing enough qualified staff and/or quickly enough to meet current workloads, assigning staff either not familiar with your agency - specific processes and standards or not possessing the customer -centric skills needed which otherwise creates an adversarial relationship. Our Solution: HR Green's greatest resource is our staff and their availability to support your plan check and permitting workload demands. As an employee -owned firm with a 110 year reputation, we embrace and enrich our technical proficiency and communications skills to become trusted advisors and solution finders in who you can have an extremely high level of confidence. Our client agencies expect us to live our Mission: BUILDING COMMUNITIES. IMPROVING LIVES. Our success is grounded in our collective commitment to our Core Values: Leadership, Performance, Operational Excellence, Collaboration, and Community. We do this by: ► Consistently meeting and communicating with the agency staff to establish goals, understand expectations, monitor current and future workload, and review staff performance. ► Verifying that all proposed assigned staff seamlessly mirror the background and needs of the City so they can hit the ground running upon notice to proceed THOROUGH AND ACCURATE REVIEWS "HR Green provides thorough and accurate review comments to our development engineers and responds quickly to expedited review requests. Their proficiency to collaborate using digital commenting of plans (electronic plan check) has saved us time and money." Daniel Wozniak I Project Manager Pulte Homes Corporation ► Familiarizing our staff before deployment with your specific agency needs, codes and standards, documentation, performance expectations, and chain of command. ► Proactively providing ongoing cross -training and financially supporting staff to obtain professional credentials and other critical skills (public speaking, change management, software proficiency, conflict resolution, etc.). ► Assigning staff that you will get to know and deliver the services you expect in the most cost-effective manner. ► Mentoring our services to assure that we are delivering what we promised. ► Providing proper documentation of plan reviews and our interaction to deliver clear communication and seamless processing of plans. ► Proactively communicating with stakeholders and utilizing best practices. ► Assigning a Certified Building Official as our overall Project Manager with high-level experience and skills in successful mentorship and management of building staff, thorough knowledge of building department policies and procedures, national code development reputation, and partnership with other City departments and outside agencies. ► Assigning Permit Technicians to provide support associated with intake, routing, and document control, including assistance with deployment of EnerGov, if desired. ► Leveraging Registered Plan Review Engineers/Architects, Master Code Professionals, and ICC and LEED-certified Plans Examiners and Inspectors for thorough and timely plan review and inspections that comply with applicable codes, ordinances, design standards, and regulatory requirements. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 31 ► Staff members will verify proper documentation of plan reviews and customer inquiries to deliver clear communication and seamless processing in your permitting system. ► Complete standard building, structural, and grading plan reviews within the City's stated requirements. Our plan reviewers will work with designers, developers, and contractors with a proactive code compliance effort to limit the number of reviews. HR Green's Plan Review team is capable of consistently meeting or beating agency - established time frames. ► Assign qualified HR Green staff who are competent in all plan review and inspection disciplines and permit processing who will not only assist with daily duties, but also quickly and effectively respond to natural disasters and emergencies. ► Our team will work cohesively with City staff, other departments, stakeholders, business owners, and residents within the communities to facilitate a safe, sustainable, and positive outcome with their applications and inspections. HR Green is ideally suited to accomplish these metrics. We will assign a team of highly qualified plan reviewers and permitting staff (if needed to enhance your processes/new EnerGov system), all of whom have served either as public agency employees or in an extension of staff role. They will be responsive and flexible, exhibit a high level of customer service, provide timely and cost-effective service, and communicate in a detailed and transparent manner. Our staff will comply with all scope items, duties, and responsibilities detailed in your RFP. Building Plan Review HR Green will handle all your Green building, structural, and fire TRESM plan review scope requirements I4, in a timely manner. HR Green's GreenTREx plan review process/program allows us to efficiently complete plan tasks concurrently. This is a formalized and integrated process where Technician data input and processing, Review, and Experienced professional staff manage quality control functions that are consistently implemented on each and every project. We have included a flowchart of this building plan check process in our proposal and will meet or beat your plan review turnaround schedule. From a structural review perspective, HR Green has reviewed and processed complex structures, including parking structures, multi -story buildings, and high-rises up to 21 stories. These plans must comply with codes and regulations and represent structurally stable construction under all loading conditions through an efficient and timely plan review and back -check process noted below. Final construction documents should depict "build -able" structures. Our electronic plan review letters are formatted per building. They also list each plan review sheet in order to distinguish from plan resubmittals, as well as the date of the plans and all submittal supporting documents. In addition, our review letters all conclude with the name, phone number and email for each plan reviewer listed so that design professionals or permit applicants may contact them with any question(s) pertaining to the review comments or the project in general. Our goal is to limit the number of plan submittals for rapid permit release and to get to ground breaking, ribbon cutting, and for a final Certificate of Occupancy to be issued. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 32 City Assigns Project T R EX Building Plan Review HR Green Receives Architectural/Fire + Life Project + Enters Safety Plan Review Information Into Tracking Log Structural Plan Review Fire Plan Review Quality Reviews Submittal Intake Grading Plan Review Checklist Gree�Plan eview CONSISTENTLY MEETS TURN -AROUND TIMES "HR Green staff is professional, knowledgeable, friendly, and works well with my staff. The firm consistently meets turn- around review schedules and delivers on-time inspections." David Chantarangsu, AICP Former Community Development Director (City of Laguna Hills) (currently with the City of Murrieta) HRGreen® PACIFIC PROACTIVE AND TIMELY PROCESSING City / Design Professional "HR Green has played an instrumental role in coordinating the processing our 225 -acre mixed use development. Their understanding of development, management approach and knowledgeable team have resulted in timely processing the various aspects of our project while protecting the agency. We are currently working with the HR Green team in various aspects of our development, including engineering plan check. Their staff have been very proactive in interacting with our team early in the project concept process to gain planning and entitlement approval. They have provided concierge -level attention with timely and meaningful comments - thereby helping to accelerate approvals and minimize delays." Matthew Dugally I Principal DO Capital Group On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 City of La Quinta Page 33 Plumbing, Mechanical, + Finalize Correction/ Electrical Plan Review Approval Letter Discuss Key Issues State Title 24 Accessibility with City Review/Consulting Geotechnical/Soils Log Out Project Plan Review Distribute Plans to Appropriate Prepare Corrections Plan Reviewer Memo TECHNICIAN REVIEWER EXPERIENCED T PROFESSIONAL CONSISTENTLY MEETS TURN -AROUND TIMES "HR Green staff is professional, knowledgeable, friendly, and works well with my staff. The firm consistently meets turn- around review schedules and delivers on-time inspections." David Chantarangsu, AICP Former Community Development Director (City of Laguna Hills) (currently with the City of Murrieta) HRGreen® PACIFIC PROACTIVE AND TIMELY PROCESSING City / Design Professional "HR Green has played an instrumental role in coordinating the processing our 225 -acre mixed use development. Their understanding of development, management approach and knowledgeable team have resulted in timely processing the various aspects of our project while protecting the agency. We are currently working with the HR Green team in various aspects of our development, including engineering plan check. Their staff have been very proactive in interacting with our team early in the project concept process to gain planning and entitlement approval. They have provided concierge -level attention with timely and meaningful comments - thereby helping to accelerate approvals and minimize delays." Matthew Dugally I Principal DO Capital Group On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 City of La Quinta Page 33 Building Plan Review Scope of Work Step 1 - Preliminary Discussions Prior to beginning our initial plan check project, our Building Plan Review Task Leader will conduct a meeting or conference call with the County to discuss City and other local jurisdictional code policies, documentation procedures, plan processing protocols, plan review checklist items, and scheduling. Step 2 - Initial Review Once we receive a complete set of plan documents, we will perform our plan review in the prescribed time frame, checking for compliance to all applicable code standards. All corrections are identified based on compliance with specified codes and regulations and worded so the designer will know what needs attention and how to respond to the issue stated. Corrections will be identified in two ways: ► Notes made on plans as appropriate and authorized to assist in locating the issue on the plans. ► A correction sheet detailing what items need to be addressed before plan approval. You will receive a copy of each correction list, as well as a cover memo containing the following: ► The date plans were reviewed by our plan review staff ► The date that the applicant/applicant's designee was notified that the plan review was completed ► The name and phone number of the applicant/ applicant's designee that was notified that the plan review was completed Step 3 - Transmittal of Plans and Comment Lists for Plan Check At the heart of our approach in delivering our services to you is the recognition that there must be a coordinated effort to track and coordinate all submittals and requests received. To help assure that submittals are properly coordinated and tracked, we have established an internal plan check coordination process (GreenTREx) in which each plan received for review is properly handled, processed through your permitting system and returned on time. Upon completion of our review, any comments generated are consolidated into a correction letter which is forwarded to the applicant; at the same time, an electronic copy will be sent to the City for your reference. At your discretion, upon completion of the initial plan review, a debrief between our staff and the City can be coordinated to verify our firm is aligning with your expectations. Step 4 - Rechecks Upon receipt of the resubmittal package from the applicant, we will notify the City that we have received the package. Once we have verified that the resubmittal package is complete, we will perform a recheck in the agreed-upon time frame. This process will be repeated until the project plan documents are ready to be recommended for approval. We will aspire to achieve approval within no more than three reviews. Step 5 - Plan Approval Upon plan approval, our team will present to you the requested number of approved building plans, a copy of the review sheet with all completed items appropriately signed off, a letter of transmittal stating the conditions, if any, of approval (such as fees due, necessary agency approval(s), or minor items to be completed), and all other pertinent documents. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 34 Our plan tracking procedures are computerized to track each submittal through the review process and maintain accurate and comprehensive records for each submittal. Our electronic plan review letters are formatted per specialty areas. They also list each plan review sheet to distinguish from plan resubmittals, as well as the date of the plans and all submittal supporting documents. In addition, our review letters all conclude with the name, phone number and email for each plan reviewer listed so that design professionals or permit applicants may contact them with any cluestion(s) pertaining to the review comments or the project in general. For your projects, our goal is to limit the number of plan submittals for rapid permit release and to get to ground -breaking, ribbon - cutting, and, for buildings, a final Certificate of Occupancy to be issued. Electronic Plan Review / Tracking of Review Comments We will track review comments to verify that each comment has been addressed by the design team. This is critical on larger, multi -disciplined projects where there may be overlap between design disciplines. Comments from each review cycle will be summarized electronically by our staff. Design responses shall be added and included with the next submittal to verify that all comments have been addressed. This approach has been effective in resolving comments at early stages, avoiding repeat comments by reviewers, and coordinating responses among disciplines. Our goal on more complex projects is to achieve approvals within no more than three reviews. HIGH LEVEL OF SERVICE AND PRODUCTIVITY "I had the pleasure of working with 20 HR Green employees in my department. These HR Green staff members perform plan check, building inspections, permit issuance, management / supervision and code enforcement duties. This staff is highly qualified in terms of education, certification and experience, which results in a high level of customer service and productivity. Furthermore, I would highly recommend HR Green to any city or agency that needs their services." Keith Clarke, CBO I Former Building Official/Director City of Jurupa Valley PROFESSIONAL AND SOLUTIONS -ORIENTED "HR Green staff proved to be very helpful in assisting the property owner address the key concerns city staff and the citizens had with our project impacts. Their professionalism and the solution oriented, problem -solving approach made our investment group decide to further increase our Investment capital in the City by moving forward with a second project." James M. Kozak I President Strategic Land Partners, L.P. Plan Review Tracking Log A key to maintain close communication is the ability to give the stakeholders status updates on where their projects are in the review process. One tool our QA/ QC experts have developed and used successfully for various cities is a tracking log. This will be customized according to your needs. Development/Updating of Policies & Procedures We will provide/enforce the latest adopted building codes. Should the Clty so desire, we can update ordinances design standards, procedures, and your technical review checklists customized to applicable design standards and the current codes for improvements, special provisions and cost estimates. The checklists incorporate lessons learned from past projects into future projects and are an effective tool for maintaining consistency and conformance during the submittal review process. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 35 MEETING AND EXCEEDING YOUR PLAN REVIEW EXPECTATIONS HR Green will handle plan reviews through a paperless electronic/digital commenting process. Through our extensive experience with plan check services and our own in-house progress, our staff shall consistently meet or beat your service level goals in the performance of our plan check work as laid out below: ElectronicPlan Review Service Level Commitments of Job HR Green Turn Time AroundType 1st Review HR Green Turn AroundTime Recheck Residential New Construction/SFR 7-10 Working Days 3-5 Working Days Multi -Tenant Dwelling 7-10 Working Days 3-5 Working Days Addition 2-7 Working Days 2-5 Working Days Solar/ESS 1-3 Working Days 1-3 Working Days Remodel 2-7 Working Days 2-5 Working Days New Construction 7-10 Working Days based on complexity 5-7 Working Days Addition 7-10 Working Days 2-5 Working Days Remodel/TI 7-10 Working Days 2-5 Working Days Mixed Use 7-10 Working Days 5-7 Working Days based on complexity At the conclusion of each development review, our reviewer digitally stamps (signs hard copies) the title sheet of the redlined document or the cover page on reports with the date, reviewer's initials, and submittal number. The redlines, a comprehensive comment letter, and checklist are provided to all stakeholders. All documents are turned around on-time or ahead of schedule. HR Green earnestly seeks to meet or beat your expectations. We are able to meet the most hard-hitting schedules with a near perfect track record. PLAN CHECK TURNAROUND NOTES: 1. Turnaround times depend on the complexity of the project. 2. Expedited plan review within % time specified above for first review. 3. Our plan review process will provide for an initial plan review, and two additional re -checks under the plan review fees paid at the time of plan review submittal (three plan review rounds total). 4. Large scale and complex commercial/industrial projects may take up to 20 business days for first review based upon their complexity. These include, but are not limited to, high rise buildings, multi -story mixed use, and projects with multiple buildings exceeding 25,000 sf. or larger. We will work closely with applicants so that projects will not go through useless rounds of corrections or comments. We pride our ourselves on a work product that can effectively and efficiently deliver the highest quality plan check while partnering with designers, developers, contractors, and others in order to work through any code deficiencies that enables a prompt turnaround of approved plans. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 36 Building Inspection Services ICC -certified staff will inspect construction work for compliance with approved plans and laws, ordinances pertaining to construction, use, and occupancy. Staff will provide inspections as directed by the City. Our inspection staff is trained to provide building code related compliance for all types of construction projects and will follow the City's protocols for logging inspection reports. Our building inspection activities can be adjusted on fast track projects to provide a high level of coordination and to gain compliance with all applicable codes required by the City. Fast track projects may be built into small phases based on incremental design and fabrication steps. In such cases, our inspection team keeps daily logs to track corrections and plan review changes. Recei\ Inspect Requirerr from C Building Inspection Flow Chart Our inspectors are not only trained and certified in applicable building codes, but they are also looking to create a win-win relationship with applicants by providing thorough explanations, detailed documentation, and also determining code intent. They will be assigned at the City and in the field to coincide with your hours of operation and will deliver all reports per your requirements, including the provision of hand-held devices to digitally prepare inspection reports. Should the City find it advantageous we can also offer Remote Virtual Inspections (please reference the 4. Complementary Services section) and self -certification. HR Green's ICC -certified inspectors shall provide the following field services and be assigned to coincide with the City's hours of operation as well as additional hours, as needed: ► Read and study project specifications, plans, and drawings to become familiar with project prior to inspection, ensuring that structural or architectural changes have been stamped as approved by City and recognizing the need for and requiring plan checks for electrical, plumbing, and mechanical code requirements. ► Perform and document inspections on construction projects to determine that all aspects of the project, such as foundations, building, electrical, plumbing, and mechanical systems conform to the applicable building codes, zoning ordinances, energy conservation, green building and disabled access requirements, including known city, county, state, and federal requirements. ► Provide excellent customer service to the public as an extension of City staff. Our certified inspectors are knowledgeable and specialize in on-site problem solving and working closely with property owners through completion of the inspection. ► Identify and document deviations between approved plans and actual field installations. P. Write detailed correction and/or stop work notices, as applicable. ► Proficiently communicate with contractors, architects, engineers, and building owners to provide clear and concise direction. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 37 ► Bring to the attention of the City for approval of any changes in building, plumbing, mechanical, electrical, and related work consistent with code and ordinance requirement. ► Provide convenient building inspection appointments with two hour windows to better serve the public. ► Participate in reviews with fire, health, and other government agency inspectors, as well as owners. ► Maintain a record of non -complying items and follow up to resolution of such items. ► Update inspection reports using the City's automated system. Permitting Services Our permit technicians will leverage the City's permitting system to provide support services associated with the intake and routing of plans, permit completeness, fee formulation, certificate of occupancy issuance and related services. These services will include the review of private provider filings. Our staff will be available during the City's hours of operation. As we have done for other municipalities, should the City so desire, our permit staff can assist La Quinta in deploying your new permitting system, Tyler Technologies' EnerGov. ► A team of ICC -certified Permit Technicians that understand permitting processes and administration will provide the support needed for the management of permit intake, routing, and overall document control in the permitting process. ► Our staff members will verify proper documentation of plan reviews, address customer inquiries and deliver clear communication and seamless processing for your permitting system. ► Our Permit Technicians not only understand the threshold permit intake processing but also understand the entire permit lifecycle and will interact proactively with applicants and other stakeholders to assure an efficient permitting process. ® On -Call Plan Review and Inspection Services, RFP Number: CLQ05192023 HRGreen® > City of La Quinta PACIFIC Page 38 HRGreen® P A C I F I C TRANSPORTATION WATER GOVERNMENTAL SERVICES LAND DEVELOPMENT ENVIRONMENTAL CONSTRUCTION DHRGREEN.COM