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HR GreenMAY 31, 2024 City of La Quinta WORK AND COST PROPOSAL FOR On-Call Engineering Plan Checking Services Tina York, PE 44651 Village Court, Suite 123 Palm Desert, CA 92260 Office 760.262.4317 + Mobile 951.255.3478 tyork@hrgreen.com May 31, 2024 Carley Escarrega Administrative Technician City of La Quinta 78495 Calle Tampico La Quinta, CA 92253 Re: On-Call Engineering Plan Checking Services Building Communities. Improving Lives. Dear Carley and other Selection Committee Members, HR Green Pacific, Inc. (HR Green), as a company and team members, has decades of experience providing on-call development review engineering services to a multitude of Southern California agencies, including serving the City of La Quinta since 2013. We understand that the City of La Quinta is widely recognized as stunning Southern California locality. Surrounded by the Santa Rosa Mountains and including 25 golf courses, 16 parks, and several miles of biking and hiking trails make your 32 square miles a true oasis. We are committed to supporting City staff enhance the quality of life of your citizens by providing responsive, quality service, in an ethical and honest manner that respects the natural beauty of your City. With a local office in nearby Palm Desert that will manage this contract, HR Green brings the local knowledge and unparalleled plan checking experience for responsive, precise, and thorough plan reviews as well as innovative processes and service delivery. Our corporate headquarters is located in Corona. We are recognized by both municipalities and the nation’s largest developers for our collaborative and streamlined processes and customer- centric plan reviewers. Our team will leverage electronic plan check/paperless processing to save time and money and offer technical expertise and proven best practices to ensure projects comply with applicable conditions of approval, specifications, codes, standards, and requirements. We Bring a Proven Plan Check Track Record HR Green’s key proposed staff bring decades of development review and professional consulting experience throughout Southern California. Consequently, we have a successful plan check track record on many high-profile projects, established working relationships with the region’s leading developers, and proficiency with prioritized regulations/standards (water quality, drainage, etc.). Our Project Manager brings 30+ years of plan review experience. HR Green is dedicated to serving La Quinta with the highest quality of care. OUR DIFFERENTIATORS: Unparalleled Local Knowledge: Key HR Green plan check staff are familiar with the unique qualities and vision for La Quinta. Our Project Manager, Tina York, PE, has served the City of La Quinta as an extension of your plan review team for more than a decade with successful results. Our proposed QA/QC Manager, Tim Jonasson, PE, is a former Public Works Director and City Engineer for the City of La Quinta and has resided and worked in the desert for more than 20 years. Tina and Tim will be available at our Palm Desert office for any necessary in-person meetings with city staff or applicants. Our proposed Principal-in-Charge, George Wentz, PE, also has a home in the Coachella Valley and has served as City Manager and Assistant City Manager for 15+ years to various Southern California cities. HR Green® | Building Communities. Improving Lives. HRGREEN.COM 44651 Village Court | Suite 123 Palm Desert, CA 92260 Main 760.262.4317 Development Review Proficiency: Our core plan review team members have combined over a hundred years of engineering services dedicated solely to plan review garnering the experience to provide thorough accurate reviews. Industry-Leading Review Reputation: Innovative approach to electronic plan check and multi-faceted engineering to 50+ Southern California agencies. We are familiar with implementation and customization of a multitude of permitting software platforms such as EnerGov, Accela, and TRAKiT, as well as other on-line service software. Transparency: Besides being always available to meet your needs by phone, email, or in person, we offer 24/7 access to project status and deliverables. Proactive Management: Our hands-on Project Manager, Tina York, PE, brings 30+ years of renowned survey and plan review management, including serving the cities of La Quinta, Palm Desert, Desert Hot Springs, and Rancho Mirage. Tina will work closely with her Assistant Plan Check Manager, Carolina Fernandez, to provide a single point of contact and seamless interface between applicants and plan reviewers. Responsiveness: HR Green is a hands-on, full-service consulting engineering firm ready to meet your plan check needs and support your growth with rapid response times for the City. Cradle-to-Grave Project Processing: We have taken many of southern California’s high-profile land development projects from entitlement, reviews, approvals to inspection and ultimately City acceptance. Place Public Safety First: Augmenting the staff of several Southern California cities has given us the unique opportunity to process nearly 1,000 utility encroachment permits per year and focus on the safety measures for the community. Trusted Stewards to Protect La Quinta: Exclusively serve public agencies / NO CONFLICT OF INTEREST George A. Wentz, PE is authorized to sign an agreement for HR Green Pacific, Inc. and can be reached at 855.900.4742 or via email at gwentz@hrgreen.com. Our Project Manager will be Tina York, PE; our Assistant Project Manager will be Carolina Fernandez; together, they will be responsible for the day-to-day management of the contract. Tina can be reached at 855.900.4742 or via email at tyork@hrgreen.com. Our suggested contract modifications can be found in the Appendix. All information and pricing provided in the proposal is valid for at least ninety (90) days, and any individual who will perform work for the City is free of any conflict of interest. We look forward to providing high quality, responsive, and thorough services to the City of La Quinta and look forward to working with you. Sincerely, HR GREEN PACIFIC, INC. Tina York, PE George A. Wentz, PE Project Manager Vice President / Principal-in-Charge Carley Escarrega Page 2 of 2 May 31, 2024 Table of Contents Cover Letter ...............................................................................................................Precedes This Page Qualifications, Related Experience and References ................................................................................1 Proposed Staffing and Project Organization ...........................................................................................4 Work Plan/Technical Approach ...............................................................................................................8 References ..........................................................................................................................................15 Subcontracting Services ......................................................................................................................20 Disclosures ..........................................................................................................................................20 Appendix ........................................................................................................Not Included in Page Count Staff Resumes .........................................................................................................Appendix Page 1 Attachment 2: Insurance Requirements Acknowledgment ........................................Appendix Page 6 Attachment 3: Non-Collusion Affidavit .....................................................................Appendix Page 7 Attachment 4: Addenda Acknowledgment ................................................................Appendix Page 8 Attachment 6: Schedule A – Service Term, Schedule & Cost Proposal Appendix Page 9 Exceptions ..............................................................................................................Appendix Page 12 On-Call Engineering Plan Checking Services I City of La Quinta Page 1 HR Green’s Profile For more than 110 years, HR Green has been dedicated to providing the services that our clients need to achieve success. Founded in 1913, HR Green is one of the nation’s longest operating engineering firms, and consistently ranks among ENR’s Top 500 Firms (currently #173). More than 750 employees collaborate across 20 offices and 9 states provide consulting support services that build communities and improve lives. HR Green Pacific, Inc. has a local office in Palm Desert, and our corporate headquarters are located in Corona. We have approximately 60 experienced engineering and support staff in Southern California to support the City of La Quinta as needed. Since 2004 we have provided services in California and our HR Green Pacific, Inc. corporate entity was established in 2017. Electronic Plan Review Design + Engineering Construction Management and Inspection Virtual City Hall GIS + Asset Management Broadband + Fiber Consulting Land Development Coordination Staff Augmentation Program + Project Management Building + Code HR GREEN’S GOVERNMENTAL SERVICES Continuous service for more than 110 years 110 Qualifications, Related Experiences and References “HR Green’s electronic plan check system provides instant file delivery to all responsible parties, making the review process more efficient and expeditious; at a glance history of all data transfers; and instant project deadline tracking and notification.” Carmen Barsu, PE, QSD, Public Works Engineering Associate, City of Pomona “Lennar and the engineering, building and public works staff (HR Green) have collaboratively worked together to solve many very complex and high profile issues. Lennar appreciates the HR Green team’s expertise, fairness, and responsiveness.” Geoff Smith, Vice-President, Forward Planning, Lennar Homes – Inland Empire On-Call Engineering Plan Checking Services I City of La Quinta Page 2 Our Service Methodology HR Green’s service methodology is that of adaptation. No two assignments or staffing needs are the same. Understanding the demand of the assignment drives the level of service. It takes sitting down with the agency, comprehending the level of need, and having the diversity and flexibility of resources to propose individuals best suited for the task. Once selected for a given assignment, our Project Manager, Tina York, PE, will oversee and guide our staff and subconsultants (as needed) and request regular agency feedback for project success. Additional information regarding the specifics of our Approach can be found in the Understanding and Approach section, beginning on Page 14. HR Green’s Value to La Quinta HR Green’s brings more than 20 years of on-call plan and map checking services to the City of La Quinta for land development projects. During this time, HR Green has provided all types of plan and special studies reviews to more than 300 projects. These projects come in all shapes and sizes from small retail to hotel sites, residential tracts to multifamily developments, houses of worship to large logistic centers. For this proposal, we have provided a highly qualified, responsive, and technically proficient staff to deliver services to meet all of your plan and map check needs. With our deep bench of staff who know the City and your stakeholders, we have mobilized the right people to effectively handle your assignments: HR Green has extensive experience working for numerous agencies in and around Coachella Valley, the High Desert and throughout Southern California, providing plan/map check and multi-faceted consulting engineering. HR Green’s electronic plan check system, which we adopted approximately 20+ years ago and many years before our competitors, allows for shorter turnaround time. Our highly experienced staff can provide expedited reviews within five days or as directed by the City. Finally, HR Green has an extensive understanding of local and State plan check codes, standards, and ordinances, as well as the conditions of approval and specific plans. HR Green Pacific, Inc. has no organizational conflicts of interest that may affect our ability to perform the required duties. Additionally, we are not debarred, suspended or otherwise declared ineligible to contract with any other federal, state or local public agency. Our Advantages Hands-on Project Manager, Tina York, PE has served the City of La Quinta for 15+ years. She brings renowned plan review services including a successful track record accelerating reviews using electronic plan check to 40+ agencies. Tina and our team have a strong commitment to collaborate as your Trusted Advisor Proven 20+ year on-call plan and map checking experience Local office in Palm Desert, providing rapid response to La Quinta Currently serve eight of the nine cities in the Coachella Valley; five of them with Plan Check services Exclusively provide development review for public agencies / No conflict of interest PM10/PM2.5 - Certified Reviewers 95+% success rate providing approvable reviews within three reviews Proficient with various Plan Check platforms, including EnerGov and Bluebeam, and technical advisor to software providers Successful track record effectively managing public rights-of-way, processing documents, preserving existing facilities, and effectively handling submittals for approval Plan check for the nation’s 10 largest developers and serving large jurisdictions (populations of up to 3.1 million constituents) Plan check / entitlement / processing / approval for high-profile land development projects (e.g., County of Orange’s 23,000-acre Ranch Plan consistently achieved a 5/3/1 working day turnaround review schedule) Extensive team experience with infill development and managing the public right-of-way Comprehensive small cell/5G, broadband, and fiber optic consulting (visioning, feasibility, plan review, engineering, and construction inspection) On-Call Engineering Plan Checking Services I City of La Quinta Page 3 Current and Former Clients for Similar Services HR Green provides multi-faceted consulting and plan/map check services to agencies throughout Southern California and the United States. Below is a representative sampling of clients HR Green has served in the past five years. We Know The Coachella Valley Our Project Manager, Tina York, PE, and our team have provided Plan and Map Check services to numerous cities throughout Southern California and the Coachella Valley. HR Green and our proposed staff members have provided multi-faceted consulting services to 10+ agencies in Riverside County. Additionally, our QA/QC Manager, Tim Jonasson, PE, and our Principal-in-Charge, George A. Wentz, PE, have been residents of the Coachella Valley for years. Their combined years of experience working with engineers and developers in the desert is essential to understanding the unique development environment in the Coachella Valley. “HR Green successfully performed plan checking, and other development reviews for the City of Hemet. The firm brings a business sensibility to electronic plan review and engineering management, working closely with our Community Development staff to streamline and assist with the development entitlement process. Further, HR Green is an ideal fit for combining experience with value by reducing the amount of paper, time, travel, and costs associated with the plan review process. The use of the virtual cloud promotes real time project tracking.” Christopher Lopez, Former City Manager, City of Hemet (now in Livingston) Name of Client Dates of Service Reference City of La Quinta 2013-Ongoing Bryan McKinney, PE, Public Works Director/City Engineer, T: 760.776.6480 City of Cathedral City 2021-Ongoing John Corella, Public Works Director, T: 760.770.0327 City of Palm Desert 2018-Ongoing Rosie Lua, Deputy Director of Development Services, T: 760.776.6480 City of Desert Hot Springs 2022-Ongoing Nicholas Haecker, Public Works Director, T: 760.329.6411 City of Rancho Mirage 2021-Ongoing Ryan Stendell, Director of Public Works, T:760-770-3224 Ext. 254 City of Moreno Valley 2013-Ongoing Clement Jimenez, PE, Engineering Division Manager/ Assistant City Engineer T: 951.413.3120 City of Upland 2021-Ongoing Alan French, Principal Engineer, T: 909.931.4235 City of Jurupa Valley 2011-Ongoing Rod Butler, City Manager, T: 951.332.6464 City of Placentia 2011-Ongoing Chris Tanio, PE, Deputy Director of Public Works, T: 714.993.8132 City of Corona 2018-Ongoing Aftab Hussain, Maintenance Manager, T: 951.736.2443 City of Pomona 2013-Ongoing Carmen Barsu, PE, QSD, Associate Civil Engineer, T: 909.620.2285 City of Eastvale 2021-Ongoing Yurhi Choi, Senior Engineer, T: 951.703.4471 On-Call Engineering Plan Checking Services I City of La Quinta Page 4 Primary City Contact Your primary point of contact is Tina York, PE, our assigned Project Manager. Our Assistant Project Manager is Carolina Fernandez. Together, Carolina and Tina will see that all resources are allocated to your project(s) as needed, serve as part of our QA/QC team, and will be available for requested meetings with the City. Background information regarding HR Green staff listed below begins on the next page. Per the RFP instructions, resumes for key staff listed below are provided in the Appendix. George A. Wentz, PE Principal-in-Charge Tina York, PE Project Manager City of La Quinta HR Green’s Engineering Plan Checking Team QA/QC Manager Tim Jonasson, PE Additional Staff Available as needed Engineering Technicians Kim Evans Megan Bissell Accessibility Review Beth Jay, ICC-Certified Derrik Mills, PE, CFM Telecom/Fiber Review Allen Peterson, CCM Water Quality Review Bob Makowski Jeremy Evans Civil Plan Check Carolina Fernandez - Assistant Project Manager James Xiong, PE Hannah Chow, PE Miranda Martin Hydrology & Hydraulics Review Derrik Mills, PE, CFM Jeremy Evans Proposed Staffing and Project Organization On-Call Engineering Plan Checking Services I City of La Quinta Page 5 STAFF NAME CREDENTIALS DESCRIPTION OF EXPERIENCE Tina York, PE Project Manager tyork@hrgreen.com 855.900.4742 Registered Professional Engineer, CA #46367 Tina has 35+ 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 served La Quinta for 15+ years as well as various other Coachella Valley cities. Having overseen plan review services for 50+ 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: EnerGov, Accela, LMS, NewForma, Bluebeam Revu, TRAKiT, Adobe, and e-PlanSoft. Carolina Fernandez Civil Plan Check - Assistant Project Manager EIT #156004 Carolina has been providing comprehensive Public Works support to public agencies for the last 10 years, including Plan Check and Land Development reviews. She has served as the Land Development engineer for many of our clients, providing project review through entitlement process to project construction, completion, and bond release. She has coordinated multi- agency agreements for infrastructure construct; reviewed city master plans; reviewed development projects with unique grading, flooding, and engineering constraints; and projects requiring low impact development bmps, drainage infrastructure relocation and installation of new/planned master storm drain lines. She is bi-lingual (Spanish/English) and has served as an in-house (consultant) office engineer for numerous cities, including Palm Desert, Cathedral City, Moreno Valley, and Beaumont. She has provided review of street improvement plans, city transportation related master plans and projects, prepared budgets and engineer estimates, and she has experience working in public and private development involving multi-agency coordination and public outreach. Her in-house experiences at different public agencies provides her a comprehensive take when looking at project design and design alternatives. George Wentz, PE Principal-in-Charge Registered Professional Engineer, CA #43273 A long-time Coachella Valley resident, George brings 50+ years of municipal management experience and has worked with most agencies throughout the Coachella Valley. He is a Vice President for HR Green and supports our engineering, pln checking, management and building and code-related services. George has overseen the provision of a wide array of engineering and plan checking services to numerous 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. Key Personnel On-Call Engineering Plan Checking Services I City of La Quinta Page 6 STAFF NAME CREDENTIALS DESCRIPTION OF EXPERIENCE TimJonasson, PE QA/QC Manager Registered Professional Engineer, CA #45843 A long-time Coachella Valley resident, Tim currently serves almost every city in the Coachella Valley as either a Principal-in- Charge or Project Manager for HR Green. He has 33 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. For 15 years Tim served as La Quinta’s Public Works Director/City Engineer and has coordinated land development review services for the cities of Palm Desert and Cathedral City as well as the assessment development review operations and deployment of plan check software platforms. Bob Makowski Task Lead - Water Quality Review Extensive training in water quality and PM10 requirements Bob brings more than 15 years of comprehensive water quality and environmental management experience. This has included overseeing all facets of citywide environmental and water quality compliance. He has managed NPDES compliance programs for the cities of Jurupa Valley, Placentia, and Palos Verdes Estates as well as water quality compliance for infrastructure projects. This experience involves overseeing the WQMP and SWPPP process from planning to final construction, including conditions of approval, plan check, and BMP inspection. He has provided WQMP review to the cities of Palm Desert, Victorville, Jurupa Valley, Lake Elsinore, Hemet, Banning, Moreno Valley, Placentia, Riverside, and Fontana and the County of Orange. Bob has also prepared the annual Local Implementation Plan for permanent/temporary BMPs and industrial/ commercial facilities. Beth Jay, ICC-Certified, CAL-OES-Certified Task Lead - Accessibility Review ICC CERTIFICATIONS: Building Plans Examiner Residential Building Inspector CA Office of Emergency Services (OES) Certified Beth has 15+ years of diverse ADA compliance, architectural and building safety experience on a wide variety of projects for agencies throughout Southern California, including the cities of La Quinta and Palm Desert. 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 establlish best practices to most effectively coordinate with public agencies, applicants, and other stakeholders. On-Call Engineering Plan Checking Services I City of La Quinta Page 7 STAFF NAME CREDENTIALS DESCRIPTION OF EXPERIENCE Allen Peterson, CCM Task Lead - Telecom/Fiber Review/PM-10 Review Certified Change Manager PM-10 Certified Allen brings more than 40+ years of diverse experience, including serving in a division management role for various public agencies ad the county and city level. He has successfully managed all city and county government maintenance functions for the City of Colorado Springs and Arapahoe County in Colorado. For his fiber review assignments, he has also helped establish standards of operation and specifications. He has provided on-call engineering plan checking to the City of La Quinta and is very familiar with PM-10 requirements in the Coachella Valley. Allen has also provided fiber plan review to the citywide deployment in Escondido as well as the City of Aurora, CO. Derrik Mills, PE, CFM Task Lead - Hydrology & Hydraulics Review Professional Engineer, CO #60868 Professional Engineer, TX #139269 Certified Floodplain Manager #0490-21N Derrik brings more than 10 years of progressive engineering experience, including stormwater design, water and utility system design, SWMP plan design, plan review, simple street design, plan production, permit management, city relations, state level project cooperation/coordination, small scale structural design, project management, site inspection, and contracting/ public bid processing. He is proficient with AutoCAD, TurboCAD, HEC-HMS, HEC-RAS, EPASWMM, StormCAD, Google-Earth, and Microsoft Office. Derrik has also utilized Total Station (non-GPS) survey equipment in field survey operations. Derrik is a U.S. Army veteran. As part of his military intelligence assignments,he worked with GIS software and GIS derivative software. He has provided hydrology and hydraulics review to five Southern California cities, including La Quinta and Palm Desert, as well as agencies in other states. On-Call Engineering Plan Checking Services I City of La Quinta Page 8 Work Plan/Technical Approach Understanding and Approach Understanding HELPING TO PROCESS THE EXPANSION OF WELL PLANNED, BALANCED, AND SELF-SUSTAINED DEVELOPMENTS The City of La Quinta, with its natural beauty and world-renowned golf courses, is a year round destination for distinguished travelers. To meet the growing demand for housing and amenities to serve your citizens and visitors, HR Green’s primary focus is to assist you in meeting the goals for your commercial, industrial, and residential neighborhoods; to invest in your infrastructure; and to enhance your world-class customer care by bringing efficiencies and knowledgeable personnel to the City. Our plan check team is available to the City as needed and is accessible to meet with you and your customers when necessary. Our timely and thorough reviews will help the City maintain dynamic and progressive services to maintain a high level of public safety, economic growth, and investment in infrastructure. We have built proven plan check processes and procedures that have been effectively utilized for more than 75 municipalities like La Quinta across the country and throughout Southern California. HR Green’s Commitment to La Quinta Comprehensive Plan Check Proficiency Digital/Electronic Plan Checking Single Family Residence Conditions of Approval Grading Plans Mass (Rough and Precise)Multi-Family Residence City Standard Plans Technical Assistance to City Staff Commercial Sites ADA Standards and Pedestrian Accessibility Guidelines Street Improvement Plans Industrial Sites City Checklists Storm Drain Plans Bike and Trail Plans Riverside County Standards Hydrology and Hydraulic Studies Parks, Recreational, and Open Spaces RCFCD Standards and Requirements Engineer’s Cost Estimates Historic Preservation CVWD SWPPP/PCMP/WQMP/PM-10 Plans Approved Tentative Map Caltrans Standard Plans Erosion and Sediment Control Plans Specific Plans and Master Plans Wireless Telecommunications Facilities Applications ADA Improvements/Compliance General Plan and City Ordinances Fiber Installation Plans On-Call Engineering Plan Checking Services I City of La Quinta Page 9 Approach “Leveling Up” the Review Process Our Project Manager, Tina York, PE, and Assistant Project Manager, Carolina Fernandez, will work closely together to provide high-quality reviews. Our unparalleled review process provides for prompt, precise, and thorough plan reviews with professional comments on a wide array of development projects. HR Green has a proven internal plan review coordination process, GreenTREx, to make certain that each plan received is properly processed and returned on time. HR Green’s GreenTREx development review process/program allows us to efficiently complete plan tasks concurrently. This is a formalized and integrated process whereby Technician data input and processing, Review, and Experienced professional staff manage quality control functions that are consistently implemented on each and every project. This allows multiple HR Green staff to assist at any phase of the processing, review, and approval phase. While most processes represent the old guard and more of the same, HR Green is evolutionary—bringing fresh and new ideas, using the latest technology, advanced permitting, and project software. Our GreenTREx Plan Check Process City Receives Plans from Applicant + Assigns Project HR Green Receives Assignment + Enters Information into system Submittal Intake Checklist. Notify City if Submittal is Complete. Discuss Key Issues with City + Project Manager Budget Hours Distribute Plan to Appropriate Plan Review Team Member(s) Soils Reports Grading plans (incl.) Mass, Rough, and Precise Grading Other Review Services Available Upon Request Quality Reviews Finalize Correction/ Approval Memo Log Out Project City/Design Engineer TECHNICIAN REVIEWER EXPERIENCED PROFESSIONAL T R EX Strom Drainage Plans Street Improvement Plans (incl.) Street Widening, Rehabilitation, and New Street Plans RESUBMITTAL Hydrology and Hydraulic Calculations/Reports Engineers Cost Estimates PM10 Plans, SWPPP, WQMP, and Erosion and Sediment Control Plans On-Call Engineering Plan Checking Services I City of La Quinta Page 10 Our Methodology Our plan check team has been providing electronic plan reviews for more than two decades. While we still do the hard copy reviews when requested, well over 90% of our reviews are completed electronically. Our land development review services include: Civil Engineering Design Plans: Most of our plan review team has more than 30 years of experience providing plan review for grading (mass, rough, and precise), erosion control, storm drain, street improvement, storm drains, all supporting calculations, and fiber optics. Each plan is compared to the appropriate Specific Plan, the final map, and other improvement plans for the project to verify conformance and no conflicts. The plans also go through a thorough investigation for compliance to Federal, State, County, and City standards and regulations, Municipal Codes, Ordinances, Resolutions, policies, procedures, Conditions of Approval, site plans, tentative maps, checklists, and City-approved format/preferences. Special Studies: Special studies such as the cost estimate for bonding, Hydrology and Hydraulics Reports and Studies, Infiltration Reports, PCMP/WQMP, SWPPP, and PM10 plans, HR Green will provide the best experienced professional to render the appropriate specialty area of expertise for each task. HR Green has more than 750 employees nationwide with hundreds of engineers across all disciplines that will be available to La Quinta when the need is identified for the specialty task. At the conclusion of each Bluebeam Studio review, the Project Manager provides a quality control review of the orangelines and closes out the review process in EnerGov as “Revisions Required” or “Ready for Approval”. A Robust Electronic Plan Check Platform Offered Free to La Quinta HR Green utilizes proven electronic plan review processes that save time and costs of printing, delivering, handling, and storing copies of plans for review. Our plan check leaders are industry-recognized thought leaders in advancing the robustness of paperless plan review solutions. Tina York, PE and our plan check team have served as technical advisors to various software providers to incorporate new tools and refine the latest release of their integrated electronic plan check solutions. We are proficient in using electronic plan review systems and constantly work with agencies and applicants to move exclusively to a paperless environment. This is critical on larger, multi- disciplined projects where there may be overlap between design disciplines. Currently, we are working with Agiline Software, a leading software development firm, and their CityView360°module to seamlessly upload, track, and review plans. This software can interface with many tracking programs used by public agencies and provide a seamless conveyance of information between the City and HR Green at NO COST to the City. This is a great example of how HR Green takes one of its core values, Operational Excellence, to heart, not just for its own operation but for our clients as well. On-Call Engineering Plan Checking Services I City of La Quinta Page 11 Detailed Task by Task Scope of Work We are proficient in numerous electronic plan review systems. This is critical on larger, multi-disciplined projects where there may be overlap between design disciplines. Comments from each review are summarized electronically by our staff. Design responses can 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. Step 1 – Project Intake Prior to beginning our initial plan check project, our Plan Review Manager and Engineering Technician will review the submittal for completeness and areas of design concern. Project intake will be conducted by a technician on the same business day that a review request is received with all necessary documents. If necessary, we will conduct a meeting or conference call with the applicant to discuss the concerns, local code policies, documentation procedures, plan processing protocols, plan review checklist items, and scheduling. Step 2 – Initial Review Once HR Green receives a complete set of plan documents, we will perform our plan review in the agreed-upon timeframe, checking for compliance to all applicable codes and standards. All corrections are identified based on compliance with: City Grading Ordinances and Policies PM10 Ordinance California Building Code (latest edition) City Standard Drawings and Specifications City Engineering Bulletins Riverside County Hydrology Manual Caltrans Highway Design Manual, Traffic Manual, Standard Specifications and Standard Plans California Best Management Practices Handbook for storm water BMP’s NPDES Municipal Separate Storm Sewer System (MS4) Permit, Drainage Area Management Plan, Water Quality Management Plan Guidance & Template, etc. City General Plan and Specific Plans Federal Standards such as FEMA and ADA Conditions of Approval and Approved Tentative Map Corrections are identified by adding orangeline comments to the plans. Site visits will take place as part of the civil plan check process. All projects will use satellite imagery to evaluate initial conditions and to make a determination alongside the submittal(s) to determine if existing site conditions have a minimal impact on the proposed development. An on-site visit(s) will be performed by an HR Green employee when conditions are unclear and a virtually held meeting with all review staff will take place. At your discretion, upon completion of the initial plan review, a debrief between our staff and the City can be coordinated so that our firm is aligning with the City’s expectations. On-Call Engineering Plan Checking Services I City of La Quinta Page 12 Step 3 - Rechecks Upon receipt of the resubmittal package from the applicant, we will verify that the resubmittal package is complete. We will assign the package to the same reviewer who provided the prior review and perform a recheck in the agreed-upon timeframe. This process will be repeated until the project plan documents are ready to be recommended for approval. HR Green looks to facilitate reviews to ideally be completed in three review cycles. If a project is identified to likely exceed this timeframe, comment review meetings, developer outreach, stakeholder meetings, and any other actions necessary will be pursued to provide the best opportunity for a project to be approved in the timelines expected. Step 4 – Plan Approval Once all comments have been addressed, our Project Manager will close the process in EnerGov as “Ready for Approval”. Step 5 - Post Approval Revisions These are a part of the development process, and are important so that approved plans, studies, master plans, specific plans, and other city development elements are properly reviewed and meet all codes and regulations, city interests, regional, state, and federal requirements. HR Green will validate to the best of the situation that revisions on active projects that are being constructed will be prioritized to the best feasible schedule to review and bring them to compliance for approval so that projects are not delayed any more than necessary. Impactful revisions to elements, such as master plans, specific plans, and other elements not related to an in construction project will go through a comprehensive review process so all necessary requirements and city interests are addressed. As identified, city staff will be consulted based on the impact or as identified by city staff to aid this review process while capturing all city concerns. Step 6 - Maintain Plan Check Log HR Green staff will maintain the City’s Plan Check Log to include the following information: Receipt Date Transmittal Dates Who is receiving the Information Status of the Plan Check Project Description and City including the Application Number Plan Check Fees The key staff listed in this proposal are available to the City of La Quinta as needed up to 100% of the time. Our Project Manager and/or Civil Plan Check Manager will verify that appropriate staff is provided for each specific task as identified by City staff. On-Call Engineering Plan Checking Services I City of La Quinta Page 13 Augmenting Plan Review Through Communication Our Project Manager, Tina York, PE is a hands-on manager and she will work hand-in-hand with Carolina Fernandez, who is our Civil Plan Check Manager. Carolina will manage our plan check teams for the City, and will actively monitor all submittals with a goal to get plans approved at third submittal. She will prepare agendas and attend all coordination meetings, including those to discuss redlined comments and potential issues which may require plans to have more than three submittals. Tina and Carolina, together with our Engineering Technician, Kim Evans, will provide you with the deliverables (transmittal, redlines, comment letter, checklists, or letter stating plans are technically correct) at or ahead of the required project review schedule. Our files are always accessible to you through CityView360° (see more below) and will be delivered as a final package upon project acceptance. For nearly two decades, the HR Green team of reviewers has implemented proven electronic solutions that save time and costs of printing, delivering, handling, and storing copies of plans, documents, and survey records. Our plan check leaders are industry- recognized thought leaders in advancing the robustness of paperless solutions. Tina and other HR Green professionals have served as technical advisors to paperless data management/reporting software solution providers to incorporate new tools and refine electronic solutions. We leverage and are proficient with various software solutions (e.g., EnerGov, Bluebeam Revu, Adobe, TRAKiT, Accela, Agiline, ePlanSoft, etc.) to not only create a paperless environment, but also provide healthy reporting for smart decision-making. We are constantly implementing the latest tools available in software. Currently, we are working with Agiline Software, a leading software development, solutions, and consulting firm. Their CityView360° module allows for the seamless tracking of plans and review staff. Access to CityView360° is available on day one at NO COST to the City. CityView360° makes it easy to connect and visualize your information. You will have real-time access to accurate and reliable data and information in order to see trends, make informed and timely decisions, and undertake long-term strategic planning. Agiline Software’s CityView360° is a comprehensive tool to collect, validate, transform, organize, present and act on information received from several data sources. CityView360° makes it easy to connect and visualize your information using rapid application development. Agiline has seamlessly integrated with various software solutions and created very informative reports and key performance indicators (KPI) reporting. By utilizing CityView360°, the City will have real time access to plan review status and comments as well as reviewer assignments and budgets. These reports will provide your leadership with confidence that KPIs and dashboard data are being tracked. Additionally, CityView360° will allow HR Green to maintain the City’s Plan Check Log as discussed earlier in Step 6. Schedule for Reviews HR Green has consistently maintained a 95+% turnaround review schedule success rate. HR Green staff handle plan checks that include residential custom homes, commercial sites, residential tracts, and recreational site reviews. All reviews are 100% electronic, with a 100% success rate in meeting plan review schedules. HR Green’s Plan Check Turnaround Time Commitment TYPE OF PLAN CHECK CITY’S EXPECTATION HR GREEN COMMITMENT First Plan Check 15 Working Days 10 Working Days Second Plan Check 10 Working Days 10 Working Days Third Plan Check 10 Working Days 5 Working Days Larger Projects - 1st Plan Check 20 Working Days 15 Working Days Larger Projects - 2nd Plan Check 15 Working Days 10 Working Days On-Call Engineering Plan Checking Services I City of La Quinta Page 14 HR Green EnerGov Assignment Pages Ex.: CityView project status screenshot On-Call Engineering Plan Checking Services I City of La Quinta Page 15 REFERENCE Rosie Lua Deputy Director of Development Services City of Palm Desert 73510 Fred Waring Drive Palm Desert, CA 92260 P: 760.776.6480 E: rlua@palmdesert.gov Comprehensive Plan Check Services 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 is approximately 21 square miles with a population of 52,500 and has 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 program and project objectives. SOLUTION: 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, Acting City Engineer, entitlement engineering, and city surveyor services for public works. Our services are provided both on-site and remotely. Since 2021, the City, with the assistance of HR Green, has approved over 1,060 new single family homes and 192,000 square feet of commercial space. 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. BENEFIT: Other plan checks for the City that HR Green staff handle include residential custom homes, commercial sites, residential tracts, and recreational site reviews. All reviews are 100% electronic, with a 100% success rate in meeting plan review schedules. Our key to success with applicants and stakeholders has been using 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 reviews. References DATES PERFORMED: 2021-Ongoing ASSIGNED STAFF Tina York George Wentz Tim Jonasson Kim Evans Megan Bissell Carolina Fernandez Beth Jay Bob Makowski Derrik Mills James Xiong Miranda Martin Jeremy Evans On-Call Engineering Plan Checking Services I City of La Quinta Page 16 REFERENCE Bryan McKinney, PE Public Works Director/City Engineer City of La Quinta 78-495 Calle Tampico La Quinta, CA 92253 P: 760.777.7045 E: bmckinney@laquintaca.gov Comprehensive Civil Plan Check Services City of La Quinta CHALLENGE: 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. SOLUTION: HR Green was selected to provide engineering plan check services on an as-needed basis using the City’s previous TRAKiT and now EnerGov programs with 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. BENEFIT: HR Green has continuously provided full-service civil plan check 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. We have also provided various types of review as shown below: Reviewed the design of retention basins and water quality and air quality management plans for Trilogy (500+ acres) Provided development coordination for the initial phase of SilverRock Resort, a golf resort. Responsible for providing plan check, preparing Requests for Proposals for design professionals and construction management services, marketing, and golf course operations. Participated in the project development team weekly meetings, sat on the consultant selection committee, negotiated professional service contracts, and maintained the projects implementation schedule. Facilitated award of first golf course construction contract. The construction bid for the grading contract came in approximately 18% under the engineer’s estimate. ADA plan check for RABO Bank, Walmart, Plaza La Quinta Shopping Center Precise grading for commercial projects (El Pollo Loco, PGA West Sports Club, In N-Out–La Quinta Square, ALDI– La Quinta Square, La Quinta Square, The Chateau @ Lake La Quinta, The Signature, Washington Park Retail Center, The Clubhouse @ Andalusia) DATES PERFORMED 2013-Ongoing ASSIGNED STAFF Tina York George Wentz Tim Jonasson Kim Evans Megan Bissell Beth Jay Derrik Mills Allen Peterson James Xiong Miranda Martin Jeremy Evans On-Call Engineering Plan Checking Services I City of La Quinta Page 17 Precise grading for residential projects (Washington Street Apartments, Bollard Residence, La Quinta Retirement Community, The Orchard) Currently, HR Green is reviewing all the precise grading plans for the entire SilverRock site, which is being expanded to include two premier hotel brands, Montage and Pendry, a conference center, a new golf clubhouse, and a limited number of branded single-family homes, condominiums, and bungalows to deliver a world-class destination in the region. HR Green has expedited 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 deliverables. In the mid-2010’s the City of La Quinta sought to implement an online land management system for the Design & Development Department to create a “One-Stop-Shop” concept, called the “The Hub.” Key HR Green staff was a former City employee, Tim Jonasson, PE (Design & Development Director). He helped implement the City’s land management software system, TRAKiT, which included strategic planning, streamlining, standardizing, implementation and integration of processes and systems for the Design and Development Department. Responsibilities included the following: Developed, configured and implemented the City’s software system (TRAKiT) utilized for all development related, business license and Short-Term Vacation Rental application, review, processing and payment activities for both over the counter and online functionality. Implemented the City’s online, electronic plan review, GIS and mobile inspection platforms. Engaged with City Staff to understand complex business processes, developed workflows, identified process improvements, streamlining opportunities, standardized business processes and integrated with relative software. Developed Standard Operating Procedures and User Guides and conducted training for all modules. Oversaw the City’s Short-Term Vacation Rental Program which involved revamping the marketing and branding of the program. Developed complex key performance indicators to measure business and system performance. On-Call Engineering Plan Checking Services I City of La Quinta Page 18 REFERENCE Ryan Stendell Director of Public Works City of Rancho Mirage 69-825 Highway 111 Rancho Mirage, CA 92270 P: 760-770-3224 Ext. 254 E: ryans@ranchomirageca.gov Comprehensive Plan Check and Survey Services City of Rancho Mirage CHALLENGE: In order to provide prompt customer service, the Public Works Department needed to support their staff with an outside consultant. SOLUTION: HR Green was selected to provide survey and engineering plan check services on an as-needed basis due to our demonstrated expertise in local hydrology as well as our experience in full service engineering plan check of diverse development projects. BENEFIT: HR Green has provided full-service civil plan check to meet the demand and provide the customers with prompt and thorough comments to allow swift and trouble-free approval.DATES PERFORMED: 2021-Ongoing ASSIGNED STAFF Tina York George Wentz Tim Jonasson Kim Evans Jeremy Evans On-Call Engineering Plan Checking Services I City of La Quinta Page 19 REFERENCE Rod Butler City Manager City of Jurupa Valley 8930 Limonite Avenue Jurupa Valley, CA 92509 951.332.6464 rbutler@jurupavalley.org Comprehensive Plan and Map Check Services City of Jurupa Valley CHALLENGE: Since 2011 incorporation, this 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. SOLUTION: 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 3600 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. BENEFIT: 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. “HR Green has been an important partner for the City of Jurupa Valley since we incorporated as a city in 2011. We have been very satisfied with their work... We have found their quality of work to be very good, their skill level to be excellent, and their responsiveness to be very strong. They have seasoned employees in their plan check division who have provided very good service for our growing city.” Rod Butler, City Manager City of Jurupa Valley DATES PERFORMED: 2011-Ongoing ASSIGNED STAFF Tina York, George Wentz, Tim Jonasson, Kim Evans, Megan Bissell, Beth Jay, Derrik Mills, James Xiong, Miranda Martin, Jeremy Evans On-Call Engineering Plan Checking Services I City of La Quinta Page 20 Subcontracting Services Disclosures HR Green Pacific, Inc. currently has no significant prior or ongoing agreement failure, any civil or criminal litigation or investigation pending. HR Green Pacific, Inc. does not intend on subcontracting any portion(s) of the Scope of Services and will perform all requested services in-house using our own staff. On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 1 Tina York, PE I Project Manager Tina has 35+ 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 50+ agencies, she has customized plan review reports and tracking logs, checklists, and budgetary worksheets for tracking project costs. She has served La Quinta for 15+ years as well as various other Coachella Valley cities. 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: EnerGov, Accela, LMS, NewForma, Bluebeam Revu, TRAKiT, Adobe, and e-PlanSoft. SELECTED PROJECT EXPERIENCE Z On Call Plan and Checking, City of La Quinta. Project Manager for the review of grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, and bond estimates on an as-needed basis. Plans ranged from minor to major residential subdivisions and commercial/industrial sites. Tracked projects from first submittal to agency approval via web-based system and used electronic plan reviewing/ digital commenting. Z On Call Engineering Plan Check, Cities of Desert Hot Springs, Palm Desert, Rancho Mirage Upland, Pomona, Moreno Valley, Corona, Eastvale, Placentia, Lancaster, and Huntington Beach. Plan Reviewer/Project Manager for r review of grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, bond estimates, and/or WQMPs on an as-needed basis. Plans ranged from minor to major residential subdivisions and commercial/industrial sites. Tracked projects from first submittal to agency acceptance via web-based system and electronic plan reviewing/digital commenting. Z Engineering Plan Review, City of Hesperia. Project Manager for diverse plan checks of on-site commercial development, street improvements, storm drain facilities as well as the hydrology and hydraulic reports according to County requirements, single- family residence grading plans, and redevelopment projects. Customized various review processes and checklists to maintain a 100% success rate in meeting the City’s turnaround review schedule requirements. Reviewed over 45 plans in a 6 month period and expedited the review of precise grading plans within three days. The drainage plans and hydrology studies were reviewed to comply with County of San Bernardino Flood Control District standards and requirements. Registered land surveyors reviewed a number of related documents for compliance with the Subdivision Map Act and local ordinances, such as lot line adjustments, Certificates of Correction, Certificates of Compliance, lot mergers, and offsite easement grant deeds. One major tract reviewed was Mission Crest, a 242-acre site that included over 2,000 units, a school site, park, and network of trails. This 12-phased project involved several builders, such as Forecast, KB Homes, and Empire. Plan check staff reviewed plans associated with streets, water, sewer, storm drain, recycled water, on-site recycled water irrigation, as well as rough and precise grading. Z On Call Plan and Map Checking, City of Jurupa Valley. Plan Reviewer/Development Services Manager for review of grading plans, improvement plans, sewer and water studies, hydrology/hydraulic studies, and bond estimates on an as-needed basis. EXPERIENCE 35+ Years EDUCATION BS, Civil Engineering REGISTRATION / LICENSE Registered Civil Engineer, CA #46367 Appendix - Staff Resumes (not included in page count) On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 2 EXPERIENCE 50+ Years EDUCATION Master, Public Administration BS, Civil Engineering REGISTRATION Registered Civil Engineer, CA #43273 George Wentz, PE I Vice President and Principal-in-Charge 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, plan check, management and building and code-related services. He has overseen the provision of a wide array of engineering and plan check services to numerous cities and various counties throughout Southern California, including most agencies in Coachella Valley. 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 specific projects. His managerial experience and high level of success is well documented and recognized by the cities he has served. 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. EXPERIENCE 10 Years EDUCATION BS, Civil Engineering REGISTRATION EIT, CA #156004 Carolina Fernandez I Civil Plan Check - Assistant Project Manager Carolina has been providing comprehensive Public Works support to public agencies for the last 10 years, including Plan Check and Land Development reviews. She has served as the Land Development engineer for many of our clients, providing project review through entitlement process to project construction, completion, and bond release. She has coordinated multi-agency agreements for infrastructure construct; reviewed city master plans; reviewed development projects with unique grading, flooding, and engineering constraints; and projects requiring low impact development bmps, drainage infrastructure relocation and installation of new/planned master storm drain lines. She is bi-lingual (Spanish/English) and has served as an in-house (consultant) office engineer for numerous cities including Palm Desert, Cathedral City, Moreno Valley, and Beaumont. She provided review of street improvement plans, city transportation related master plans and projects, prepared budgets and engineer estimates, and she has experience working in public and private development involving multi- agency coordination and public outreach. Her in-house experiences at different public agencies provides her a comprehensive take when looking at project design and design alternatives. SELECTED PROJECT EXPERIENCE Z Land Development Engineer, City of Palm Desert Z Land Development Plan Review/ Transportation Engineering, City of Moreno Valley Z Development Review Manager/Lead Engineer, City of Jurupa Valley Z Land Development, Engineering and Public Works Staff Engineer, City of Beaumont Z Survey Application Reviews: Various cities including: Desert Hot Springs, Palm Desert, Pomona, Chino Hills, Jurupa Valley Z Other Land Development Review Support: Cathedral City, Hemet, Palos Verdes Estates, Claremont, Chino Hills, Lake Elsinore On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 3 Tim Jonasson, PE I QA/QC Manager A long-time Coachella Valley resident, Tim currently serves almost every city in the Coachella Valley as either a Principal-in-Charge or Project Manager for HR Green. He has 33 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 Z 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. Z 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. Z 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. Z 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. Z 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. EXPERIENCE 33 Years EDUCATION MBA BS, Civil Engineering REGISTRATION / LICENSE Registered Civil Engineer, CA #45843 On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 4 Bob Makowski I Water Quality Review Bob brings more than 15 years of comprehensive water quality and environmental management experience. This has included overseeing all facets of citywide environmental and water quality compliance. He has managed NPDES compliance programs for the cities of Jurupa Valley, Placentia, and Palos Verdes Estates as well as water quality compliance for infrastructure projects. This experience involves overseeing the WQMP and SWPPP process from planning to final construction, including conditions of approval, plan check, and BMP inspection. He has provided WQMP review to the cities of Palm Desert, Jurupa Valley, Lake Elsinore, Hemet, Banning, Moreno Valley, Placentia, Riverside, and Fontana and the County of Orange. Bob has also prepared the annual Local Implementation Plan for permanent/temporary BMPs and industrial/commercial facilities. SELECTED PROJECT EXPERIENCE Z Water Quality Review, City of Palm Desert Z Water Quality Review, City of Moreno Valley Z Water Quality Review, City of Rancho Mirage Z Water Quality Review, City of Jurupa Valley Z Water Quality Review, City of Hemet Z Water Quality Review, City of Beaumont Z Water Quality Review, City of Banning Z Water Quality Review, County of Orange EXPERIENCE 15+ Years EDUCATION NPDES, AQMD and OSHA Trained Beth Jay, ICC-Certified I Accessibility Review 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 establlish best practices to most effectively coordinate with public agencies, applicants, and other stakeholders. SELECTED PROJECT EXPERIENCE Z On-Call Plan Check, Cities of La Quinta and Palm Desert Z On-Call Plan Check, County of Orange Z On-Call Plan Check, City of Jurupa Valley EXPERIENCE 15+ Years EDUCATION BA, Business Administration CERTIFICATIONS ICC-Certified Building Plans Examiner I ICC-Certified Residential Building Inspector I CAL-OES-Certified On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 5 EXPERIENCE 40+ Years EDUCATION Coursework in Industrial Construction Management CERTIFICATIONS Certified Change Manager PM-10 Certified Allen Peterson, CCM I Telecom/Fiber Review/PM-10 Review Allen brings more than 40+ years of diverse experience including serving in a division management role for various public agencies ad the county and city level. He has successfully managed all city and county government maintenance functions for the City of Colorado Springs and Arapahoe County. For his fiber review assignments, he has also helped establish standards of operation and specifications. With an emphasis on efficiency, effectiveness, quality workmanship and innovation, Allen persistently provides strong leadership by sharing a clear vision for excellence with staff members as well as other government departments, agencies, and external customers. With over 35 years of practical roadway maintenance experience, Allen can easily interpret condition rating data and apply common-sense approaches to ensure maximum return on every dollar spent. In addition, Allen is experience in the creation and presentation of a variety of pavement maintenance scenarios at various funding levels in order to forecast future pavement conditions and the funding levels necessary to maintain a safe, smooth-riding roadway network. SELECTED PROJECT EXPERIENCE Z Plan Check, City of La Quinta Z Fiber Plan Review, City of Escondido Z Fiber Plan Review, City of Aurora, CO Z Plan Check, City of Denton, TX Derrik Mills, PE, CFM I Hydrology and Hydraulics Review Derrik brings 10 years of progressive engineering experience, including plan review, stormwater design, simple street design, water and utility system design, SWMP plan design, plan production, permit management, city relations, state level project cooperation/coordination, small scale structural design, project management, site inspection, and contracting/public bid processing. He is proficient with AutoCAD, TurboCAD, HEC-HMS, HEC-RAS, EPASWMM, StormCAD, Google-Earth, and Microsoft Office. Derrik has also utilized Total Station (non-GPS) survey equipment in field survey operations. Derrik is a U.S. Army veteran. As part of his military intelligence assignments, he worked with GIS software and GIS derivative software. SELECTED PROJECT EXPERIENCE Z Plan Check, City of La Quinta Z Plan Check, City of Jurupa Valley Z Plan Check, City of Palm Desert Z Plan Check, City of Victorville Z Plan Check, City of Murietta EXPERIENCE 10 Years EDUCATION BS, Civil Engineering REGISTRATION / LICENSE Professional Engineer, TX #139269 Professional Engineer, CO #60868 Certified Floodplain Manager #0490-21N On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 6 George A. Wentz HR Green Pacific, Inc. Vice President HR Green Pacific, Inc. ATTACHMENT 2 INSURANCE REQUIREMENTS ACKNOWLEDGEMENT Must be executed by proposer and submitted with the proposal I, ________________________________________ (name) hereby acknowledge and confirm that __________________________________ (name of company) has reviewed the City’s indemnification and minimum insurance requirements as listed in Exhibits E and F of the City’s Professional Services Agreement (Attachment 1); and declare that insurance certificates and endorsements verifying compliance will be provided if an agreement is awarded. I am _______________________________ of ____________________________________________ (Title) (Company) 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 Attachments On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 7 George A. Wentz Vice President HR Green Pacific, Inc. George A. Wentz Vice President HR Green Pacific, Inc. 44651 Village Court | Suite 123, Palm Desert, CA 92260 ATTACHMENT 3 NON-COLLUSION AFFIDAVIT FORM Must be executed by proposer and submitted with the proposal I, _________________________________________________ (name) hereby declare as follows: I am _______________________ of __________________________________________________, (Title) (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. Proposer Signature: __________________________________________________ Proposer Name: __________________________________________________ Proposer Title: __________________________________________________ Company Name: __________________________________________________ Address: __________________________________________________ On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 8 N/A 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. SIGNATURE INDICATING RECEIPT On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 9 ATTACHMENT 6 Schedule A – Service Term, Schedule & Cost Proposal Consultant _______________________________________________ shall provide services for a term of three years beginning July 1, 2024 and terminating on June 30, 2027. OFFICE HOURS The Consultant shall maintain normal office hours between 8:00 a.m. and 5:00 p.m., Monday through Friday. The Consultant shall be available to meet with City Staff during normal working hours with 48 hours advance notice. SCHEDULE The Consultant shall adhere to the following plan check schedule: Plan Submittal Plan Check Turn-Around (From Receipt from City Staff) 1st Plan Check 15 Working Days 2nd Plan Check 10 Working Days 3rd Plan Check 10 Working Days For larger, more complex projects such as golf course developments, one (1) additional week for the 1st and 2nd plan check shall be provided, if necessary to complete a thorough plan check. The consultant shall advise the Contract Officer, in writing, if additional time is needed. Normal plan check operations will be conducted as follows: 1st Submittal Upon completing the 1st review, the Consultant shall submit the “red lined” plans and a copy of the applicable Plan Check List to the City. The City will provide supplemental comment as necessary and forward “red lined” plans to the applicant. 2nd and Subsequent Submittals Upon receipt of the 2nd round plan check submittal from the applicant and upon completing the 2nd review, the Consultant shall submit “red lined” plans and a copy of the applicable 2nd review Plan Check List to the City. The City will provide supplemental comment as applicable and forward 2nd review “red lined” plans to the applicant. The process of applicant correction, Consultant review followed by City review and “red lined” plan return to applicant shall continue until approvable plans are generated and a plan approval letter is submitted to the City by the Consultant. If necessary, the Consultant shall be available to meet with City staff and/or the applicant to review the plan check comments. The Consultant will communicate directly with the applicant regarding plan check issues and clarifications. The City desires an average of no more than 3 plan check rounds before final plan approval. The Consultant shall be required to use the City’s TRAKiT software in the plan check process. The Consultant shall also be required to purchase or obtain the Bluebeam Revu software to allow electronic review and commenting of plans. The Consultant shall maintain all files for a period of three years. Copies of requested files will be furnished to the City upon request. HR Green Pacific, Inc. On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 10 Plan Check Compensation Plan check payment shall be made in full at a “fixed fee” rate of: $ per sheet (submittals with 1-5 sheets in quantity) $ per sheet (submittals with 6-15 sheets in quantity) $ per sheet (submittals with 16 or more sheets in quantity) Sheet counts are based on the number of sheets submitted for plan check. Sheets may include title and detail sheets, street plans, storm drain plans, meandering sidewalk and parkway grading plans, rough & precise grading plans at 30, 40 or 50 feet per inc h scale. Consultant receives no additional compensation for review of supporting documents including, but not limited to hydrology and hydraulic calculation reports, soils reports & engineer’s cost estimates, conditions of approval, tentative tract and parcel maps. Consultant receives no additional compensation for delivery or postage fees necessary to transmit or receive plans from City. Consultant receives no additional compensation for travel to and from City Hall. This rate shall be compensation for up to three (3) plan checks. Supplemental payment for additional plan checks after the third check or for special engineering reports including Water Quality Management Plans (WQMP) or other engineering reports, shall be in made at the rates listed in the Schedule of Billing Rates attached herewith for the actual hours submitted in conformance with Section 2.2 of the Agreement. An estimate of hours to complete the plan check (after the third plan check) or for special reports shall be made in writing to the Contract Officer for approval as specified in Section 1.6 - Additional Services of the Agreement. Compensation for the first three plan checks shall be distributed at the following schedule: First Plan Check 65% of the Total Plan Check Fee Second Plan Check 20% of the Total Plan Check Fee Third Plan Check 15% of the Total Plan Check Fee The Consultant shall be compensated upon the completion of each plan check as indicated in the above schedule and in conformance with Section 2.2 of the Agreement. If a project is suspended, either definitely or indefinitely, the Consultant shall be compensated based on the last completed plan check. If the plan check process is completed prior to the third plan check, 100% of the plan check fee will be paid upon completion of the final plan check. The Consultant shall separately invoice per plan and per plan check. No exceptions will be allowed to the payment schedule. Consultant also may be requested to provide general civil consulting services for specific development related engineering projects for the City as applicable. Payment shall be made in full at an hourly rate of: $ per hour – no overtime, travel time, expenses or other administrative charges will be allowable over and above the stated hourly rate schedule. 900 875 850 225 On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 11 Classification Hourly Rate Project Manager $285 Principal-in-Charge $295 QA/QC Manager $285 Assistant Project Manager $225 Senior Civil Plan Checker $215 Civil Plan Checker $155 Assistant Civil Plan Checker $135 Environmental Associate $175 Civil Plan Checker (Telecom/Fiber)$190 Engineering Technician $100 Rates Our hourly fees/rates shall remain effective for one year from contract execution, and may be adjusted annually thereafter as negotiated with and agreed to by the agency. On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 12 Exceptions Exhibit F Page 1 of 2 Exhibit F Indemnification F.1 Indemnity for the Benefit of City. a. Indemnification for Professional Liability. When the law establishes a professional standard of care for Contracting Party’s Services, to the fullest extent permitted by law, Contracting Party shall indemnify, protect, defend (with counsel selected by City), and hold harmless City and any and all of its officials, employees, and agents (“Indemnified Parties”) from and against any and all claims, losses, liabilities of every kind, nature, and description, damages, injury (including, without limitation, injury to or death of an employee of Contracting Party or of any subcontractor), costs and expenses of any kind, whether actual, alleged or threatened, including, without limitation, incidental and consequential damages, court costs, attorneys’ fees, litigation expenses, and fees of expert consultants or expert witnesses incurred in connection therewith and costs of investigation, to the extent same are caused in whole or in part by any negligent or wrongful act, error or omission of Contracting Party, its officers, agents, employees or subcontractors (or any entity or individual that Contracting Party shall bear the legal liability thereof) in the performance of professional services under this agreement. With respect to the design of public improvements, the Contracting Party shall not be liable for any injuries or property damage resulting from the reuse of the design at a location other than that specified in Exhibit A without the written consent of the Contracting Party. b. Indemnification for Other Than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Contracting Party shall indemnify, defend (with counsel selected by City), and hold harmless the Indemnified Parties from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including, without limitation, incidental and consequential damages, court costs, attorneys’ fees, litigation expenses, and fees of expert consultants or expert witnesses) incurred in connection therewith and costs of investigation, where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Contracting Party or by any individual or entity for which Contracting Party is legally liable, including but not limited to officers, agents, employees, or subcontractors of Contracting Party. c. Indemnity Provisions for Contracts Related to Construction (Limitation on Indemnity). Without affecting the rights of City under any provision of this agreement, Contracting Party shall not be required to indemnify and hold harmless City for liability attributable to the active negligence of City, provided such active negligence is determined by agreement between the parties or by the findings of a court of competent jurisdiction. In instances where City is shown to have been actively negligent and where City’s active negligence accounts for only a percentage of the liability involved, the obligation of Contracting Party will be for that entire portion or percentage of liability not attributable to the active negligence of City. damages Reasonable are caused be the negligent act, error or omission of the On-Call Engineering Plan Checking Services I City of La Quinta Appendix Page 13 Exhibit F Page 2 of 2 d. Indemnification Provision for Design Professionals. 1. Applicability of this Section F.1(d). Notwithstanding Section F.1(a) hereinabove, the following indemnification provision shall apply to a Contracting Party who constitutes a “design professional” as the term is defined in paragraph 3 below. 2. Scope of Indemnification. When the law establishes a professional standard of care for Contracting Party’s Services, to the fullest extent permitted by law, Contracting Party shall indemnify and hold harmless City and any and all of its officials, employees, and agents (“Indemnified Parties”) from and against any and all losses, liabilities of every kind, nature, and description, damages, injury (including, without limitation, injury to or death of an employee of Contracting Party or of any subcontractor), costs and expenses, including, without limitation, incidental and consequential damages, court costs, reimbursement of attorneys’ fees, litigation expenses, and fees of expert consultants or expert witnesses incurred in connection therewith and costs of investigation, to the extent same are caused by any negligent or wrongful act, error or omission of Contracting Party, its officers, agents, employees or subcontractors (or any entity or individual that Contracting Party shall bear the legal liability thereof) in the performance of professional services under this agreement. With respect to the design of public improvements, the Contracting Party shall not be liable for any injuries or property damage resulting from the reuse of the design at a location other than that specified in Exhibit A without the written consent of the Contracting Party. 3. Design Professional Defined. As used in this Section F.1(d), the term “design professional” shall be limited to licensed architects, registered professional engineers, licensed professional land surveyors and landscape architects, all as defined under current law, and as may be amended from time to time by Civil Code § 2782.8. F.2 Obligation to Secure Indemnification Provisions. Contracting Party agrees to obtain executed indemnity agreements with provisions identical to those set forth herein this Exhibit F, as applicable to the Contracting Party, from each and every subcontractor or any other person or entity involved by, for, with or on behalf of Contracting Party in the performance of this Agreement. In the event Contracting Party fails to obtain such indemnity obligations from others as required herein, Contracting Party agrees to be fully responsible according to the terms of this Exhibit. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend City as set forth in this Agreement are binding on the successors, assigns or heirs of Contracting Party and shall survive the termination of this Agreement. Z HRGREEN.COM