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HomeMy WebLinkAboutHR Green Pacific, Inc.Beth Jay, ICC-Certified 44651 Village Court I Suite 123 Palm Desert, CA 92260 Office 760.262.4317 + Cell 213.375.8744 Fax 713.965.0044 bjay@hrgreen.com MAY 22, 2026 On-Call Building Plan Review and Inspection Services (RFP Number: BS 2026-01) Proposal For City of La Quinta 1 Cover Letter 3 Firms Background, Qualifications, and Experience 15 References of California Government Agencies 18 Complete Pricing List 19 List of Complementary Services with Pricing 20 Staffing and Project Organization 21 Subcontracting Services 22 Disclosures 23 Acknowledgment of Insurance Requirements (Attachment 2) 24 Non-Collusion Affidavit (Attachment 3) 25 Acknowledgment of Addenda (Attachment 4) Table of Contents May 22, 2026 AJ Ortega, Building Official 78-495 Calle Tampico La Quinta, CA 92253 RE: On-Call Building Plan Review and Inspection Services, RFP #: BS 2026-01 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.” Over the next few years, the City’s development pipeline is heavily focused on luxury resort, hospitality, and high-end residential communities, complemented by mixed-use retail and multifamily infill. The combination of: X Large master-planned resort communities (SilverRock, Travertine) X Luxury residential growth (PGA West, Bravo Estates) X Retail + mixed-use revitalization (Highway 111) creates sustained demand for responsive, design-sensitive building plan review services that uphold the City’s identity as a premier desert destination. Consequently, the City requires a consultant capable of maintaining strict review turnaround times; complying with a wide array of regulations; possessing technically proficient staffing and depth to handle fluctuating workloads and more complex projects; leverage Bluebeam Revu and EnerGov; and mitigating public safety risks in construction. Having provided extensive plan review (building and civil) and building services to the City of La Quinta and other Southern California cities, HR Green Pacific, Inc. is your ideal partner to provide you with efficient and compliant services, rooted in flexible, on-call support, and strict adherence to stringent codes and leveraging the latest technology. For more than 15 years HR Green and our key staff have been instrumental in assisting the City process and deliver major developments including the initial phases of SilverRock Resort. Since 2021, we have performed similar services assisting Coachella Valley cities with the review of high-profile projects. This includes expediting the $98 million development of Palm Desert’s first hotel at the Desert Willow Resort. 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. HR GREEN...YOUR IDEAL PARTNER Our staff is uniquely positioned to address your requirements through our focused approach: X Integrated Technology Approach: Our team is adept at utilizing specified electronic platforms, including Bluebeam Revu for Studio Sessions, and integrating with Tyler EnerGov’s HUB portal (enterprise permitting and licensing software). Our team is experienced with electronic plan review platforms, including Bluebeam Revu and EnerGov. Consistent with the City’s RFP, we may utilize City-approved AI-assisted tools to support administrative efficiencies and quality control, with all the reviews and determinations validated by qualified staff. X Responsive and Flexible Support: We provide timely on-call building plan review and inspection services by staff familiar with your city and the Coachella Valley, offering both on-site presence at City Hall and off-site capabilities to meet the City’s fluctuating needs and specified turnaround times. Our approach is designed to provide seamless support as needed. X HRGREEN.COM 44651 Village Court | Suite 123 Palm Desert, CA 92260 Main 760.262.4317 X Regulatory Acumen: Our certified and credentialed staff possess a sound understanding of California Building Codes, local ordinances, and relevant state and federal regulations. This knowledge ensures that reviews align with current standards, mitigating potential issues. X Qualified Staff: Our proposed staff brings substantial experience to plan review and inspection activities. We are committed to upholding quality and compliance, providing thorough assessments for residential and commercial developments, infrastructure improvements, and special projects. HR Green’s Authorized Official and Contract Person Tim Hartnett I Vice President 44651 Village Court, Suite 123 I Palm Desert, CA 92260 Office: 760.262.4317 I Direct: 815.759.8328 I Cell: 815.693.8903 I Email: thartnett@hrgreen.com HR Green’s Contact Person for the Remainder of the Selection Process Beth Jay I Project Manager 44651 Village Court, Suite 123 I Palm Desert, CA 92260 Office: 760.262.4317 I Cell: 213.375.8744 I Email: bjay@hrgreen.com Main Office Location (Corporate Headquarters) 1260 Corona Pointe Court, Suite 305 I Corona, CA 92879 Project Office 44651 Village Court, Suite 123 I 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 brings an unsurpassed combination of City knowledge and successful delivery of high quality building plan review 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. We are poised to deliver the technical excellence, speed, reliability, digital integration, consistency, responsiveness, and scalability to support your economic development goals. Sincerely, HR GREEN PACIFIC, INC. Beth Jay, ICC-Certified Tim Hartnett Project Manager Vice President (Contract Manager) X AJ Ortega Page 2 of 2 May 22, 2026 Firm’s Background, Qualifications, and Experience On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 3 (a) Number of years in business: 113 years (b) Taxpayer identification number: 82-1518456 (c) Number of years performing requested services: 15 (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 (Beth Jay, ICC-certified) and key personnel are included on the following pages with the organization chart and staffing plan 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, May 19, 2017 (f) If the firm is a subsidiary of a parent company, identify the parent company: Green Companies, Inc. is a 100% sole owner of HR Green Pacific, Inc. HR Green is one of the nation’s longest operating multi-disciplined engineering firms. We collaborate across geographies and markets to provide the engineering, code, technical, and management solutions that connect and shape communities and are driven by the commitment of our clients. Firm’s Background, Qualifications, and Experience We’re proud to be recognized as a Great Place to Work® Certified company. Continuous Service for 113 Years 113 + 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 office in Palm Desert working with a variety of Coachella Valley agencies, including a majority of local cities to support local agencies. 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 have included 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, Broadband Master Planning City of Desert Hot Springs Civil Plan Review City of Cathedral City CIP Project/Program Management, Building Plan Review, Civil Plan Review, Land Development Coordination, Design City of Palm Springs Broadband Master Planning City of Twentynine Palms Civil Engineering, Design Coachella Valley Association of Governments On-Call Traffic Engineering, Broadband Strategic Plan On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 4 15+ Years Supporting the La Quinta Area 100% Electronic Plan Review EnerGov and Bluebeam Experienced Multi- Discipline Review Team Proven California Municipal Experience Local Coachella Valley Presence Flexible Surge Staffing WHAT SETS HR GREEN APART La Quinta’s Agreement for Contract Services Since HR Green has long-maintained on-call contracts with the City of La Quinta, we are confident that, if selected, we will work efficiently and collaboratively with the City to develop the proposed agreement and address very specific issues. The sample contract provided contains language that should be modified or clarified to be more specific to the services being delivered. Based on our review, we believe revisions will provide greater clarity as to contractual obli- gations as well as compliance with state law requirements, which will benefit both parties. We would be prepared to discuss these matters immediately upon selection to assure that no time is lost and that the proposed work can be carried out in a timely manner. OUR SERVICE DELIVERY APPROACH Single Point of Contact: ƒBeth Jay as Project Manager ƒCentralized Coordination ƒWorkload Management ƒDirect Communication with the City Electronic Plan Review Workflow ƒBluebeam Studio Sessions ƒTyler EnerGov Familiarity ƒElectronic Comment Logs ƒDigital Routing/Tracking ƒRemote + Onsite Integration QA/QC Procedures ƒSenior Reviewer Oversight ƒConsistency Checks ƒCode Coordination ƒEscalation Process for Complex Issues Turnaround Time Management ƒAssignment Tracking ƒSurge Staffing Availability ƒWorkload Balancing ƒCommitment to City Turnaround Schedules Customer Service Philosophy ƒCollaborative Reviews ƒPractical Code Solutions ƒResponsiveness to Applicants/Design Teams ƒMinimizing Unnecessary Delays Flexible Staffing Support ƒRemote Review ƒOnsite Availability ƒInspections ƒPermit Technician Support ƒSpecialty Review Resources 3 2 1 4 5 6 On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 5 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: Plan Review Turnaround Service Level Commitments Type of Service HR Green Turn Around Time Initial Check (working days) HR Green Turn Around Time Recheck (working days) Commercial New 10 7 Commercial TI 7 5 Single-Family New Residential 7 5 Single-Family Residential Addition, Remodel or ADU 5 5 Multi-Family Residential 10 7 Structural Only Review of Accessory Structures (i.e. Block Walls, Patio Covers, Pools, etc.)5 5 Photovoltaic System (Categories based on consultant experience)2-5 2-5 At the conclusion of each plan check, 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 ½ time specified above for first review. 3. Our plan check process will provide for an initial plan check, and two additional re-checks under the plan check fees paid at the time of plan check submittal (three plan review rounds total). 4. Large scale and complex commercial/industrial projects involving multiple disciplines or phased reviews may take up to 20 business days for first check based upon their complexity. These include, but are not limited to 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 Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 6 BUILDING INSPECTION ICC-certified staff will inspect construction work for compliance with approved plans and laws, ordinances pertaining to construction, use, and occupancy. Our inspectors will provide inspections as directed by the City, are 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. Receive Inspection Requirement from City Hold Pre- Construction Meeting (as required) Schedule + Perform Code Required Inspections Review + Approve Special Inspection + Construction Observation Reports Complete Final Inspection Recommend Issuance of Certificate of Occupancy City Issues Temporary or Final Certificate of Occupancy On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 7 Experience 20+ Years Education BA, Business Administration Registration/License ICC-Certified California Building Plans Examiner (expires 05/09/2029) ICC-Certified California Residential Building Inspector (expires 05/09/2029) CAL-OES-Certified State of Florida Department of Business & Professional Regulation Building Code Administrators & Inspector License Professional Affiliations ICC – National ICC – Los Angeles Basin Chapter Having successfully deployed and utilized EnerGov, Beth has 20+ 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 and 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. Selected Project Experience X On-Call Building Plan Review, City of La Quinta As lead Plan Reviewer Beth reviewed tenant improvements plans for the California Desert Museum of Art and Okura Robata Grill & Sushi Bar, as well as structural reviews on custom homes, patio covers, high pile storage, and cell site upgrades. X On-Call Building Plan Review, City of Cathedral City Project Manager for the building plan review of multi-faceted projects, including the new Greenhouse (Cannabis Cultivation 163,200 sq ft), the new Sun Community Federal Credit Union, a new 2-Story Self Storage Facility (115,020 sq ft), renovation of an Extended Stay Hotel to Long-Term Apartment Housing (58,405 sq ft), the new Trilogy Master Plan, new Commercial/Residential Photovoltaic Roof Arrays, new EV Charging Stations for the SCE Hub, new/upgrades to cell sites, and new AutoZone store and mega hub (32,400 sq ft). X On-Call Building Plan Review, City of Palm Desert Project Manager for the review of the new Staybridge Suites – Hotel (83,106 sq ft), new West Coast Self Storage (53,590 sq ft), new University Park Master Plan, renovation of Marriott Shadow Ridge I – The Villages (6 separate buildings), new Desert Surf wave pools and hotel, new Commercial Photovoltaic Roof Arrays, new/upgrades to cell sites, and tenant improvements for a new veterinary office. X On-Call Building Plan Review and Inspection, City of Palos Verdes Estates Project Manager overseeing the plan review and inspection of diverse projects. She has reviewed the new Palos Verdes Golf Course Clubhouse/Pro-Shop; the renovation of the existing Palos Verdes Golf Course Clubhouse/Restaurant/Locker rooms Palos Verdes Beach & Athletic Club, and Palos Verdes Stables; multiple custom new single-family homes, some exceeding 9,000 sq ft (including oceanfront/cliffside); multiple addition/remodels for single-family homes; multiple tenant improvements including restaurants, frozen yogurt shops, pilates studio, wine/olive bar, markets, churches; new/upgrades to cell sites; structural review of piles and grade beams; and new Residential Photovoltaic Roof Arrays. Elizabeth “Beth” Jay, ICC-Certified Project Manager + Lead Plan Reviewer/Inspections RESUMES OF KEY STAFF On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 8 Experience 39 Years Education BS, Engineering Design Tim serves as Vice President of HR Green and President of Municipal Services with nearly 40 years of municipal engineering and program/project management experience for building plan check, inspection, permit processing, and code compliance services throughout California and the United States. He leads HR Green’s delivery of on-call engineering, staff augmentation, and Building & Code services to more than 75 municipalities and counties, providing executive oversight and strategic direction for multi-disciplined teams. Tim has served as city engineer responsible for the full range of building and safety, code, and municipal engineering services. He is known for supporting strategic decision-making, facilitating public engagement, and acting as the primary liaison between clients and project teams. Tim’s leadership ensures that most projects align with municipal codes, engineering standards, and client objectives. Selected Project Experience X Building Plan Review, City of La Quinta X Building Plan Review, City of Cathedral City X Building Plan Review and Inspection, City of Palm Desert X Building Plan Review and Inspection, City of Palos Verdes Estates X Building Plan Review and Inspection, City of Jurupa Valley Tim Hartnett Principal-in-Charge Experience 27 Years Education MBA BS, Civil Engineering Registration/License Professional Engineer, IL #062- 056256 Joe brings 27 years of municipal experience delivering infrastructure and building services for local governments. As Public Works Director and Community Development Director for a municipality, Joe led the Engineering, Capital Projects, Planning, and Inspectional Services (Building Department) divisions, directly overseeing building plan review, permitting, and inspection operations. He supervised teams of engineers, plan reviewers, and inspectors, and implemented quality assurance and quality control processes to support consistent, high-quality service delivery. As a former Community Development Director, Joe led customer-service-focused operational improvements for municipal permitting and development services functions; helped implement same-day permit review programs for small permits and streamlined permitting workflows to improve customer responsiveness and reduce approval times; supported implementation of electronic permitting and digital workflow tools to improve application tracking, communication, and public accessibility; developed and managed community-focused infrastructure improvement and cost-sharing programs addressing drainage, utility, and neighborhood improvements Selected Project Experience X Building Plan Review, City of Cathedral City X Building Plan Review and Inspection, City of Palm Desert X Building Plan Review and Inspection, City of Palos Verdes Estates X Various Building Plan Review and Inspection Agencies, IL, AL, and FL Joe Kenney, PE, MBA Quality Assurance/Quality Control On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 9 Experience 20+ Years Education BS, Engineering Design Registration/License ICC-Certified California Permit Technician (expires 05/30/2029) ICC Residential Building Plan Check Training ICC Solar Plan Review Certificate Linda brings 20+ years of experience supporting local government agencies and professional offices in California. She is skilled in permit processing, front desk services, and electronic plan review, interfacing with residents, contractors, design professionals, and agency staff. Linda has provided permit technician services for the City of Laguna Hills and has supported remote permit processing for numerous California cities, utilizing platforms such as EnerGov, Bluebeam Revu, Accela, and ePermitHub. Her responsibilities have included issuing permits for commercial, residential, and accessory structures; maintaining permit records; preparing reports for community development directors; tracking plan check applications from submission through approval; and managing electronic plan review workflows. Linda has played a key role in transitioning agencies to paperless, online permitting processes and has developed updated procedures for streamlined electronic plan review. Selected Project Experience X Building Plan Review, City of La Quinta X Building Plan Review, City of Cathedral City X On-Call Development Review, City of Huntington Beach X On-Call Development Review, City of Laguna Hills X Building Plan Review and Inspection, City of Palm Desert X Building Plan Review and Inspection, City of Palos Verdes Estates X Building Plan Review and Inspection, City of Jurupa Valley Linda Nguyen, ICC-Certified Permit Technician Experience 30+ Years Education Associate of Arts Registration/License ICC-recertification in process Tina brings 30+ years of experience in the building and safety industry, specializing in permit processing, building plan check coordination, and inspection services for 40+ municipal clients. She has served as a Permit Technician, providing permitting services, routing and tracking permit applications, supporting plan reviews, and coordinating inspection activities. Tina’s background includes administration of building and zoning departments, code enforcement, and collaboration with elected officials, building commissioners, and stakeholders. She is proficient in software platforms such as EnerGov and Acuity Scheduling, supporting efficient permit tracking and inspection scheduling. Tina’s experience spans a wide range of municipalities, where she has contributed to streamlined permit processing and consistent plan review and inspection support. Selected Project Experience X Building Plan Review, Inspection, and Permit Processing, County of Orange X Building Plan Review (Complex Structures), City of Auburn, AL X Building Plan Review, Inspection, and Permit Processing, Various Municipalities and School Districts, IL X Building and Code, Pinellas County, FL Tina Williams, ICC-Recertification in Process Permit Technician On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 10 Experience 11 Years Education MS, Civil Engineering BS, Civil Engineering Registration/License Professional Engineer, CA #89868 A bilingual licensed civil engineer, Desiree brings comprehensive experience managing CIP projects, processing permits, designing and reviewing structures, responding to public inquiries and utility concerns, reviewing various utility plans, and utilizing AutoCAD to design infrastructure plans. Her experience includes building (electrical, mechanical, plumbing, structural, non-structural) plan check using an electronic/digital commenting platform and over the counter reviews for the City of Jurupa Valley focused on residential, remodels, additions, accessibility, and commercial projects. She has also provided structural design, primarily single- and multi-family residences, in the City of Los Angeles and Los Angeles County. Selected Project Experience X Building Plan Review, City of Jurupa Valley X On-Call Plan Review and Engineering, City of Palm Desert X Structural Repairs for Existing Soldier Pile Wall, City of Palos Verdes Estates X Structural Design for Residential and Commercial Projects, City of Los Angeles and Los Angeles County X Construction Management and Inspection, City of Coachella Desiree Flores, PE Building Plan Reviewer (Structural) Experience 32 Years Education BS, Civil Engineering Registration/License Professional Engineer, IL# 062-048842 Structural Engineer, IL #081- 006011 Steve brings 30 years of experience, including 12 years in prestressed concrete design, roadway, grading, and drainage design and construction experience. He is familiar with the design, production, and transportation of prestressed concrete bridge beams, sound walls, and precast building components. His extensive background in construction, civil engineering, and structural engineering is being leveraged on building and transportation projects within HR Green’s Structural Engineering Department. Steve has provided structural plan review services to 15+ Community Development and Building Departments, including the use of electronic plan review and digital commenting. His focus has been on the review of structural portions of building plans involving primarily commercial and industrial projects. Selected Project Experience X Building Plan Review (Structural), County of Orange X Structural Review, Trinidad Cher-Ae Heights Casino Hotel (Hyatt Place), Trinidad Rancheria Economic Development Corporation, CA X Building Plan Review (Complex Structures), City of Auburn, AL X Building Plan Review (Structural), 15+ Municipalities, IL Steve Schwarz, PE, SE Building Plan Reviewer (Structural) On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 11 Experience 16 Years Education BS, Civil Engineering Registration/License ICC-Certification Pending Neda is an accomplished Building Official and Civil Engineer with over 13 years of progressive experience in municipal building safety, code enforcement, and construction management. She brings a proven track record of leading comprehensive Building & Safety operations, managing complex plan reviews, and reviewing for regulatory compliance across residential and commercial projects. Neda brings experience in building codes, structural engineering, and fire prevention with demonstrated success in staff supervision, budget management, and process optimization. She is skilled in leveraging advanced software systems including EnerGov, Accela, and AutoCAD to streamline permitting processes and enhance customer service. Selected Project Experience X Building Plan Review, City of Cathedral City X Building Plan Review, City of Palos Verdes Estates X Building Plan Review, City of Jurupa Valley X Building Plan Review (Complex Structures), City of Auburn, AL X Building Plan Review, Various Municipalities, IL Neda Lyle, ICC-Certification Pending Building Plan Reviewer Experience 6 Years Education MS, Structural Engineering BS, Civil Engineering Registration/License Engineer-in-Training, CA ICC-Certified Residential Building Inspector (expires 12/11/2027) ICC-Certified Residential Plans Examiner (expires 12/11/2027) Brenda brings building plan check, permit technician, and design experience related to diverse building and land development projects for various agencies throughout Southern California. She has reviewed single-family dwelling plans to comply with building code regulation for completeness and accuracy; calculated footage between building components, such as doors, windows, and parking areas and amount of area occupied by components for compliance with code requirements; noted instances of noncompliance on plans and correction sheet and suggests modifications to bring plans into compliance; approved plans meeting code requirements; submitted reports detailing items of noncompliance to builder for correction; provided code information to individuals planning buildings; and proposed studies to improve or update building codes. Selected Project Experience X Building Plan Review, City of Cathedral City X Building Plan Review (on-site), City of Jurupa Valley X Building Plan Review, City of Brea X Building Plan Review, City of Palos Verdes Estates X Remote Permit Technician/Building Plan Review, El Paso County, CO X Building Plan Review, Pinellas County, FL X Building Plan Review, Various Municipalities, IL Brenda Yu, EIT, ICC-Certified Building Plan Reviewer/Inspections On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 12 Experience 30+ Years Education MS, AAS Registration/License Master Code Professional, #5169326MCP Level 1 NICET (see list of ICC certifications to the right) Ken joined HR Green in 2015 as a Building Code Enforcement Official and 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 has performed inspections and code enforcement for numerous communities around the country. He focuses on providing plan review using electronic review/ digital commenting platforms for complex building projects processed through various public agencies. Ken has also served as a Building/Electrical/Mechanical/Property/ Fire Inspector, responsible for building inspections, combination plan reviews, zoning ordinances, property maintenance, and code enforcement. 40+ ICC Certifications Certified Fire Code Official (expires 03/03/2029) I Certified Plumbing Code Official (expires 03/03/2029) I Certified Electrical Code Official (expires 03/03/2029) I Residential Combination Inspector (expires 03/03/2029) I Certified Housing Code Official (expires 03/03/2029) I Combination Inspector (expires 03/03/2029) I Mechanical Inspector (expires 03/03/2029) I Commercial Energy Inspector (expires 03/03/2029) I Certified Fire Marshal (expires 03/03/2029) I Fire Inspector I (expires 03/03/2029) I Property Maintenance and Housing Inspector (expires 03/03/2029) I Building Plans Examiner (expires 03/03/2029) I Residential Electrical Inspector (expires 03/03/2029) I Commercial Building Inspector (expires 03/03/2029) I Residential Plumbing Inspector (expires 03/03/2029) I Plumbing Plans Examiner (expires 03/03/2029) I Permit Technician (expires 03/03/2029) I Certified Mechanical Code Official (expires 03/03/2029) I Commercial Mechanical Inspector (expires 03/03/2029) I Zoning Inspector (expires 03/03/2029) I Fire Inspector II (expires 03/03/2029) I Fire Plans Examiner (expires 03/03/2029) I Master Code Professional (expires 03/03/2029) I Commercial Plumbing Inspector (expires 03/03/2029) I Fuel Gas Inspector (expires 03/03/2029) I Certified Building Official (expires 03/03/2029) I Electrical Inspector (expires 03/03/2029) I Residential Mechanical Inspector (expires 03/03/2029) I Commercial Electrical Inspector (expires 03/03/2029) I Certified Building Code Official (expires 03/03/2029) I Building Inspector (expires 03/03/2029) I Plumbing Inspector (expires 03/03/2029) I Electrical Plans Examiner (expires 03/03/2029) I Mechanical Plans Examiner (expires 03/03/2029) I Accessibility Inspector/Plans Examiner (expires 03/03/2029) I Residential Energy Inspector/Plans Examiner (expires 03/03/2029) I Commercial Combination Inspector (expires 03/03/2029)I Combination Plans Examiner (expires 03/03/2029) I Residential Building Inspector (expires 03/03/2029) I Permit Specialist (expires 03/03/2029) I Building Code Specialist (expires 03/03/2029) I Plumbing Code Specialist (expires 03/03/2029) I Mechanical Code Specialist (expires 03/03/2029) I Electrical Code Specialist (expires 03/03/2029) I Fire Code Specialist (expires 03/03/2029) I Housing and Zoning Code Specialist (expires 03/03/2029) I Code Enforcement Technician (expires 01/14/2029) Selected Project Experience X Building Plan Review - Sendero Retail Phase I, Orange County X Complex Building and Structural Review, Trinidad Cher-Ae Heights Casino Hotel (Hyatt Place), Trinidad Rancheria Economic Development Corporation, CA Building Plan Review (Complex Structures), Auburn University, AL X Building Plan Review and Inspection, Various Municipalities, IL Ken Welch, MCP, CBO Building Plan Reviewer On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 13 Experience 46 Years Education BA, Sociology Registration/License Master Code Professional, #530781MCP (see list of ICC certifications to the right) James is a Master Code Professional, Certified Building Official, and Inspector with more than 45 years of experience in building and code plan review and inspection. He has extensive residential and commercial construction management experience and holds approximately 20 ICC certifications, enabling him to perform multiple plan reviews as well as inspections. James has provided plan review, code compliance, and field inspections for plumbing, HVAC, building, and electrical systems, collaborating with Health, Fire, and Public Works Departments. James as led plan review and inspection services for building/structural engineering, fire and life safety, and elevators. He is recognized for his ability to deliver comprehensive plan review and inspection services, supporting code compliance and public safety. In 2024 he was recognized in the 2024 ICC Building Safety Journal newsletter for professional certification accomplishments. 20+ ICC Certifications Commercial Electrical Inspector (expires 10/23/2030) I Residential Plumbing Inspector (expires 10/23/2030) I Combination Inspector (expires 10/23/2030) I Residential Electrical Inspector (expires 10/23/2030) I Commercial Mechanical Inspector (expires 10/23/2030) I Master Code Professional (expires 10/23/2030) I Plumbing Plans Examiner (expires 10/23/2030) I Certified Building Official (expires 10/23/2030) I Building Plans Examiner (expires 10/23/2030) I Commercial Energy Inspector (expires 10/23/2030) I Residential Building Inspector (expires 10/23/2030) I Accessibility Inspector/Plans Examiner (expires 10/23/2030) I Property Maintenance and Housing Inspector (expires 10/23/2030) I Residential Mechanical Inspector (expires 10/23/2030) I Commercial Plumbing Inspector (expires 10/23/2030) I Commercial Building Inspector (expires 10/23/2030) I Residential Energy Inspector/Plans Examiner (expires 10/23/2030) I Mechanical Plans Examiner (expires 10/23/2030) I Plumbing Inspector (expires 10/23/2030) I Electrical Inspector (expires 10/23/2030) I Building Inspector (expires 10/23/2030) I Mechanical Inspector (expires 10/23/2030) I Building Code Specialist (expires 10/23/2030) I Plumbing Code Specialist (expires 10/23/2030) I Mechanical Code Specialist (expires 10/23/2030) I Residential Combination Inspector (expires 10/23/2030) I Commercial Combination Inspector (expires 10/23/2030) I Fire Inspector I (expires 10/23/2030) Selected Project Experience X Building Plan Review and Inspection, Various Municipalities, IL James Dee, MCP, CBO Building Plan Reviewer On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 14 Experience 16 Years Education College Coursework Building Officials Training Institute (Plan Check for Solar Photovoltaic and Energy Storage Systems) International Code Council (Safety Assessment Evaluator Training) Registration/License ICC-Certified California Residential Building Inspector (expires 02/18/2027) General Contractor License #722318 Eric brings more than 30 years of construction and inspection experience, specializing in building plan check and inspection services for municipalities across California. His background spans carpentry, framing, and general contracting, as well as building inspection for residential and commercial properties, including high-end custom homes, multi-story medical facilities, tilt-up industrial buildings, multi-unit assisted senior living, swimming pools, and photovoltaic systems. Eric is skilled in digital inspection reporting and has coordinated closely with Code Enforcement staff. He has served as Building Inspector and Plan Checker for the installation of solar photovoltaic systems for commercial, industrial, and residential facilities. Eric’s municipal experience includes work for the Cities of Palos Verdes Estates, Laguna Hills, Jurupa Valley, and the County of Orange (including unincorporated areas of Yorba Linda, Garden Grove, Anaheim, Westminster, and Los Alamitos). He is also experienced as a Construction Superintendent and Project Manager on pilot projects for TLC and HGTV. Selected Project Experience X Building Plan Review and Inspection, County of Orange X Building Plan Review and Inspection, City of Palos Verdes Estates X Building Plan Review and Inspection, City of Jurupa Valley X Building Plan Review and Inspection, City of Laguna Hills Eric Muse, ICC-Certified Building Inspector Reference of California Government Agencies On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 15 REFERENCE Jeremy Frey Chief Building Official City of Cathedral City P: 760.770.0373 E: jfrey@cathedralcity.gov PROJECT DATES 2024-ongoing STAFF ASSIGNED Beth Jay, Tim Hartnett, Joe Kenney, Neda Lyle, Brenda Yu, Linda Nguyen Building Plan Review + Inspection City of Cathedral City CHALLENGES: The City of Cathedral City is proactively implementing various improvements to enhance cost-effective efficiencies and facilitate customer responsiveness. These steps include leveraging streamlined electronic processes using the City’s EnerGov permitting software, partnering with third-party plan review consultants with the breadth of technical proficiency to meet or beat your turnaround review schedule performance metrics, and providing efficient and effective inspection services. 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 plan review and inspection services for the building division. Our services are provided both on-site and remotely. We have successfully and harmoniously 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 City officials, and taking a proactive approach to problem solving for a timely turnaround to plan review. BENEFITS: HR Green’s commitment has allowed us to meet the city’s performance objectives for its core service needs while accelerating new initiatives. Consistently formalize and automate the intake and review process. This allows for efficient routing of plans, consistent digital comments, tracking logs, and 24/7 access to project status. On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 16 REFERENCE Jason Finley Chief Building Official City of Palm Desert P: 760.776.6420 E: jfinley@palmdesert.org PROJECT DATES 2021 - 2024 STAFF ASSIGNED Beth Jay, Tim Hartnett, Joe Kenney, Linda Nguyen, Desiree Flores Building Plan Review City of Palm Desert CHALLENGES: 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 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. BENEFITS: HR Green’s commitment has allowed us to meet the City’s performance objectives for its core service needs while accelerating new initiatives, such as updating the City’s design standards and creating a broadband feasibility study and master plan. “Our plan review team from HR Green is top-notch! Beth and her team 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 “The [building plan check] turnaround time of you guys is incredible.” Applicant Alex Sosa Shoe City Tenant Improvements (El Paseo Plan Review Comments) On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 17 REFERENCE Sheryl Brady Community Development Dir. City of Palos Verdes Estates P: 310.750.9807 E: sbrady@pvestates.org PROJECT DATES 2015 - ongoing STAFF ASSIGNED Beth Jay, Tim Hartnett, Joe Kenney, Neda Lyle, Brenda Yu, Linda Nguyen, Desiree Flores, Eric Muse Building and Safety Services City of Palos Verdes Estates CHALLENGES: The City of Palos Verdes Estates recognized that they needed to improve their level and quality of services to the community. Since the city 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. In 2015, they solicited proposals to seek a consultant for city engineering and building and safety services. SUMMARY OF OUTCOME: Following extensive interviews, HR Green was identified as the preferred provider and contracted to deliver full city engineering and building and safety services. This includes but is not limited to comprehensive building and safety services including: building official, building inspection and building plan review. HR Green also provides city engineering, civil site review, design, public works engineering, transportation planning, traffic engineering, CIP program management, grant writing/administration, and project management. Our staff members consistently meet or beat plan review turnaround schedules, provide over-the-counter and electronic plan review, and achieve a 100% success rate on building and safety inspections within two-hour windows. Last year our staff successfully completed 750+ plan checks and over 3600 inspections for the City. HR Green provides a “one stop shop” to achieve excellent customer satisfaction and implemented a building permitting and community development system (SmartGov) which the City now owns and operates. Our services are provided both on-site and remotely. Our staff interfaces closely with the City’s permit technicians and has initiated best practices (e.g., new forms, tracking tools, electronic plan review, code updates, ADA transition plan, etc.). HR Green is the City’s Building Department, providing the Building Official on-site two half days per week and is available for questions from staff and the public at other times. We have our plan review manager on site for most of the week, giving the City access to the most technically up-to-date code information in the industry. We provide all manner of building and safety inspections, including custom homes, commercial, tenant improvements, and grading. BENEFITS: 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. “Beth Jay, Senior Plans Examiner, and Eric Muse, Building Inspector, of HR Green’s Building Division have been fantastic to work with. Their attention to detail and amazing service to the residents of Palos Verdes Estates is second to none. The City of Palos Verdes Estates Community Development Department has grown to rely on Beth and Eric...They have delivered remarkable service since day one and I would recommend them to anyone.” Sheryl Brady, Community Development Director Complete Pricing List On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 18 Complete Pricing List 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 HR Green Compensation (based on % of fees compensated) < $200,000 70% $200,000 - 400,000 62% > $400,000 56% Our compensation will not exceed fees collected by the City. Notes / Assumptions 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. Option 2 - Hourly Rate Schedule Personnel Classification Hourly Billing Rate Project Manager $155 - 180 Structural / Building Plan Reviewer*$120 - 135 Senior Professional Engineer / Structural Engineer $210 - 250 Professional Engineer $160 - 210 Inspector $150 - 170 Permit Technician $95 - 125 Note: * Structural-Only Review: A majority of this review work is expected to be completed by staff at the Structural/Building Plan Reviewer classification level above. Personnel classifications utilized for each review type will correspond to the complexity and discipline of the submitted project. Option 3 - Photovoltaic System + Energy Storage System Plan Review Fee Type of Review Fee Residential Photovoltaic System/Energy Storage System $90 (up to 3 reviews) Commercial Photovoltaic System/Energy Storage System $120 (up to 3 reviews) List of Complementary Services with Pricing On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 19 EnerGov Permitting Software Champions: HR Green has over 20 years of experience in helping cities implement and maximize the leveraging of various permitting and land development software. Linda Nguyen, Neda Lyle, and Beth Jay are highly proficient users of EnerGov. Together they have built the back end of the permitting system for various Southern California cities. 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: Should the City 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 City. 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 50+ Southern California agencies, including the City of La Quinta for 15+ 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, Beth Jay, 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 the previous section, Complete Pricing List. List of Complementary Services Offered with Corresponding Prices Staffing and Project Organization On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 20 Your primary point of contact is Beth Jay, our assigned Project Manager. Beth will be your day-to-day contact and will see that all resources are properly 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 Hartnett, our assigned Principal-in-Charge, oversees HR Green’s Municipal Services operations, including extensive building and safety services around the country. Joe Kenney, PE, MBA, our QA/QC Manager, manages HR Green’s Building and Safety Services around the country and monitors that both well-established internal procedures and technology are leveraged to comply with applicable ICC codes and local amendments. Resumes of our all our proposed key staff listed below can be found earlier in our proposal. 25+ Additional Support Staff Available As-Needed Tim Hartnett Principal-in-Charge Beth Jay, ICC/OES-Certified Project Manager Joe Kenney, PE, MBA QA/QC Manager Linda Nguyen, ICC-Certified Tina Williams, ICC-recertification in process Permit Technician Beth Jay, ICC-Certified (Lead Plan Reviewer/Inspections) Desiree Flores, PE (Structural Review) Steve Schwarz, PE, SE (Structural Review) Neda Lyle, ICC-Certification pending (Structural Review) Brenda Yu, EIT, ICC-Certified (Building Plan Review/Inspections) Ken Welch, MCP, CBO (Building Plan Review) Jim Dee, MCP, CBO (Building Plan Review) Eric Muse, ICC-Certified (Inspections) ON-CALL PLAN REVIEW AND INSPECTION TEAM City of La Quinta Staffing and Project Organization Subcontracting Services On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 21 Subcontracting Services All proposed building plan review and inspection services will be handled in-house by HR Green staff. Disclosures On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 22 Disclosures Litigation/Claims Disclosure: HR Green Pacific, Inc. Estate of Jerardo Huitzil v. City of Palos Verdes Estates, et al. | Los Angeles County: 23TRCV01207 Wrongful death lawsuit. Case initially filed in April 2023; HR Green Pacific added as a defendant in April 2025. HR Green Pacific has provided the City consultant public works and building official services for several years. Plaintiff(s) allege negligence, premises liability and wrongful death arising from the plaintiffs’ fall from an unimproved cliffside beach trail to a shoreline below. Plaintiff has thus far refused to submit specific claimed damages or respond to written discovery. HR Green Pacific, Inc. has a pending motion for summary judgment for lack of contractual duty, lack of causation, and lack of relationship or control relative to the City premises as well as a motion for deemed admissions and sanctions against Plaintiff’s counsel. None of the proposed project team members for the City of La Quinta are involved in this matter. Acknowledgment of Insurance Requirements (Attachment 2) On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 23 Acknowledgment of Insurance Requirements (Attachment 2) 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. We reserve the opportunity to negotiate any needed changes to the agreement with approval and concurrence by the City. Page 39 of 41 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 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 _________________________________ of ______________________________, (Title) (Company) Commercial General Liability (at least as broad as ISO CG 0001): $1,000,000 per occurrence/$2,000,000 aggregate OR $2,000,000 per occurrence/$4,000,000 aggregate $5,000,000 per occurrence/$5,000,000 aggregate Must include the following endorsements: General Liability Additional Insured General Liability Primary and Non-contributory Commercial Automobile Liability (at least as broad as ISO CA 0001): $1,000,000 combined single limit for bodily injury and property damage Auto Liability Additional Insured Workers’ Compensation (per statutory requirements): Statutory Limits / Employer’s Liability $1,000,000 per accident or disease Must include the following endorsements: Workers’ Compensation Endorsement with Waiver of Subrogation; OR Workers’ Compensation Declaration of Sole Proprietor (if applicable) Professional Liability (Errors and Omissions): Errors and Omissions liability insurance with a limit of not less than $1,000,000 per claim Cyber Liability $1,000,000 per occurrence/$2,000,000 aggregate Tim Hartnett HR Green Pacific, Inc. HR Green Pacific, Inc.Vice President Non-Collusion Affidavit (Attachment 3) On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 24 Page 40 of 41 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: __________________________________________________ Non-Collusion Affidavit (Attachment 3) Tim Hartnett HR Green Pacific, Inc.Vice President Tim Hartnett Vice President HR Green Pacific, Inc. 44651 Village Court, Suite 123 I Palm Desert, CA 92260 Acknowledgment of Addenda (Attachment 4) On-Call Building Plan Review and Inspection Services | City of La Quinta HR Green Pacific, Inc. | 25 Acknowledgment of Addenda (Attachment 4) Page 41 of 41 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 N/A (but we acknowledge the posting of questions) X HRGREEN.COM