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23 C41690 HR Green Inc
Contract No. C41690 STAFF REPORT CITY OF PALM DESERT DEVELOPMENT SERVICES DEPARTMENT DATE: June 24, 2021 PREPARED BY: Eric Ceja, Interim Director of Development Services REQUEST: Authorization to enter into a contract with HR Green, Inc. for Professional Services in an amount not to exceed $590,000 for Fiscal Year 2021/2022 Recommendation By Minute Motion: 1. Authorize the City Manager to execute a Professional Services Agreement with HR Green Inc., to provide on-call support services to the Development Services and Public Works Departments, (Contract No. C41690), in an amount not to exceed $590,000. Strategic Plan This request pertains to Economic Development Priority No. 4: Expand and raise awareness of business-friendly services in order to retain and attract businesses. Providing business-friendly services by ensuring adequate staffing levels during peak commercial, residential, and inspection activity is a necessary ongoing operations function. Background Analysis With the formation of the Development Services Department and new responsibilities and programs in the Public Works Department, the City released a Request for Proposals (RFP) soliciting bids for “On-Call Support Services” across both departments. The intent of the RFP is to solicit bids from firms that can provide temporary and supplemental services to provide additional and adaptive staffing during peak activity, across a range of services including: - Building official, plan checkers, inspectors, and permit technicians - Code compliance officers - Engineering, civil plan checkers, and inspectors - Land development, planners and engineers - Assistance for the Palm Desert permit center - Administrative support The RFP was released in April with responses due on May 7, 2021. The City received and reviewed four proposals from the following: - HR Green Pacific, Inc. - 4 Leaf, Inc. June 24, 2021 – Staff Report On-Call Support Services Page 2 of 3 - Interwest - Willdan Engineering Staff reviewed each proposal and interviewed two applicants before unanimously recommending to move forward with an award of contract to HR Green, Inc. based on their experience with the City’s existing software systems, holistic approach to providing services to the City and departments, and expertise in establishing permit centers in other jurisdictions. Discussion Currently, the Development Services and Public Works departments have five contracts providing various on-call support, plan check, inspection, and staffing services. With the recent re-organization of these departments, it has become apparent there is a need to consolidate these services under a single service provider. Therefore, staff has pursued and solicited bids to establish a single source provider which could deliver all the same services from the various contracts currently in use. Based on anticipated needs staff estimates the amount of $590,000 should provide sufficient funds to fill immediate department needs. It is currently anticipated that those immediate needs would include building services, including coverage as the building official, plan check and inspection services, and land development engineering support. Future needs for inspectors and plan checkers would be assessed later in the year. Michael Baker International would continue to provide support as the city engineer for the Public Works Department under a contract awarded in 2020, although this will be reevaluated as positions are filled in the department. Some of the services that will be provided may be offset from incoming fees, however, with the breadth of services provided by HR Green, staff believes that the efficiencies created by utilizing one provider will provide savings in staff time spent on managing multiple consultant contracts. In addition, HR Green’s services offer an immediate solutions and response to the changing needs of the City. The City is currently doing a number of recruitments to fill vacancies across both departments. However, the hiring and on-boarding of new staff takes time and the contract with HR Green allows the City to maintain and improve current service levels and expectations. Short term this may not be cost savings to the City and staff will continue to monitor and weigh the benefits between contracted and permanent staff hires. The current proposal allows the City to increase essential services as needed. Should activity increase or decrease, the City would benefit from the flexibility in staffing and on-call services; ensuring superior customer service and responsiveness without substantially increasing the budget through permanent hires. Fiscal Analysis The cost for the professional on-call support services is $590,000. We currently have several contracts with multiple firms for these services (budgeted within the various Professional Services accounts for Development Services and Public Works) which will now be combined to provide an even broader base of services. There will also be salary savings June 24 , 2021 -Staff Report On-Call Support Services Page 3 of 3 from positions in Development Services and Public Works that are vacant or will be for increments of time during the year and are available for this contract in the FY 2021-22 Proposed General Fund budget. The services and budgets are noted below . Estimated Cost to Services: 6/30/2021 Deputy Building Official $ 216 ,000 Senior Building Plan Checker $ 322,400 Permit Center $ 12 ,000 Civil Plan Check Engineer $ 39 ,600 Total Estimated Cost $ 590,000 Budgets: Professional Services $ 316 ,000 Salary Savings (various positions -Dev Serv and PW) $ 274 ,000 Total Sources $ 590,000 LEGAL REVIEW DEPT. REVIEW FINANCIAL REVIEW ASSISTANT CITY MANAGER &'ti(, eeja 9__,,tf;( 711. 71100'1.,e, .'A.nc[y :J ires tine N/A Robert W . Hargreaves Eric Ceja , Deputy Director Janet Moore Andy Firestine Citv Attorney of Development Services D irector of Finance Ass istant City Manager L. Todd Hileman , City Manager: L. Tovtvt t-tLLe~~V\, Attachment: Professional Services Contract with HR Green, Inc . HR Green , Inc. Proposal CITY COUNCILAO'fION APPROVED--✓----DENIED _____ _ RECEIVED OTHER----- ~i~~r&§~'.i~mm~, !~/y ABSENT: ~ ABSTAIN• · : VERIFIED mCfuA s Ori&fual on File with City Clerk's Office [This page has intentionally been left blank.] CITY OF PALM DESERT PROFESSIONAL SERVICES AGREEMENT Contract No. C41690 1. PARTIES AND DATE. This Agreement is made and entered into this 24th day of June, 2021, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260- 2578, County of Riverside, State of California (“City”) and HR Green, Inc. with its principal place of business at 260 Corona Pointe Court, #305, Corona, CA 92879 ("Consultant"). City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties." 2. RECITALS. 2.1 Project. The City is a public agency of the State of California and is in need of professional services for the following project: On-Call Engineering Services (hereinafter referred to as “the Project”). 2.2 Consultant. Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Consultant is duly licensed and has the necessary qualifications to provide such services. 3. TERMS. 3.1 Scope of Services and Term. 3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations. 3.1.2 Term. The term of this Agreement shall be from July 1, 2021 to June 30, 2022 unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement automatically for no more than two (2) additional one- year terms. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines. 3.2 Responsibilities of Consultant. 3.2.1 Independent Contractor; Control and Payment of Subordinates. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Any personnel performing the Services shall not be employees of City and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -2- respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. 3.2.2 Schedule of Services. Consultant shall perform the Services in a prompt and timely manner in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services expeditiously. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City. 3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. The key personnel for performance of this Agreement are as follows: George A. Wentz, Vice- President, and Tim Jonasson, Project Manager. 3.2.5 City's Representative. The City hereby designates Eric Ceja, Deputy Director of Development Service, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all deliverables submitted by Consultant but not the authority to enlarge the scope of Services or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the scope of services or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee. 3.2.6 Consultant's Representative. Consultant hereby designates George A. Wentz, Vice-President, or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. 3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times. 3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant represents that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Consultant Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -3- represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project. 3.2.9 Period of Performance. Consultant shall perform and complete all Services under this Agreement within the term set forth in Section 3.1.2 above (“Performance Time”). Consultant shall also perform the Services in strict accordance with any completion schedule or Project milestones described in Exhibits “A” or “B” attached hereto, or which may be separately agreed upon in writing by the City and Consultant (“Performance Milestones”). Consultant agrees that if the Services are not completed within the aforementioned Performance Time and/or pursuant to any such Performance Milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged and agreed that the City will suffer damage. 3.2.10 Laws and Regulations; Employee/Labor Certification. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with the Services and this Agreement. All violations of such laws and regulations shall be grounds for the City to terminate the Agreement for cause. 3.2.10.1 Employment Eligibility; Consultant. Consultant represents that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time and shall require all subconsultants and sub-subconsultants to comply with the same. Consultant represents that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement, and shall not violate any such law at any time during the term of the Agreement. 3.2.10.2 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. 3.2.10.3 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. 3.2.11 Insurance. Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -4- 3.2.11.1 Minimum Requirements. Without limiting Consultant’s indemnification of City, and prior to commencement of the Services, Consultant shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form that is satisfactory to City. (A) General Liability Insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted. (B) Automobile Liability Insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in con nection with Work to be performed under this Agreement, including coverage for any owned, hired, non- owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. The City’s Risk Manger may modify this requirement if it is determined that Consultant will not be utilizing a vehicle in the performance of his/her duties under this Agreement. (C) Professional Liability (Errors & Omissions) Insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $2,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three years after completion of the Services required by this Agreement. (D) Workers’ Compensation Insurance. Consultant shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). Consultant shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees, volunteers and representatives. (E) Umbrella or Excess Liability Insurance. Consultant may opt to utilize umbrella or excess liability insurance in meeting insurance requirements. In such circumstances, Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability and employer’s liability. Such policy or policies shall include the following terms and conditions: (1) A drop down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason; (2) Pay on behalf of wording as opposed to reimbursement; (3) Concurrency of effective dates with primary policies; and (4) Policies shall “follow form” to the underlying primary policies. Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -5- (5) Insureds under primary policies shall also be insureds under the umbrella or excess policies. (F) Fidelity Coverage. Reserved. (G) Cyber Liability Insurance. Reserved. If coverage is maintained on a claims-made basis, Consultant shall maintain such coverage for an additional period of three (3) years followin g termination of the Agreement. 3.2.11.2 Other Provisions or Requirements. (A) Proof of Insurance. Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time. (B) Duration of Coverage. Consultant shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, his/her agents, representatives, employees or subconsultants. (C) Primary/Non-Contributing. Coverage provided by Consultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or self- insurance shall be called upon to protect it as a named insured. (D) City’s Rights of Enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications, or is canceled and not replaced. (E) Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager. (F) Waiver of Subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the City, its elected or appointed officers, agents, officials, employees, volunteers, and representatives or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City, its elected or appointed officers, agents, officials, employees, volunteers and representatives and shall require similar written express waivers and insurance clauses from each of its subconsultants. Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -6- (G) Enforcement of Contract Provisions (non estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder. (H) Requirements Not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. (I) Notice of Cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage. (J) Additional Insured Status. General liability, automobile liability, and if applicable, pollution liability and cyber liability, policies shall provide or be endorsed to provide that the City and its officers, officials, employees, agents, volunteers and representatives shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement, under such policies. This provision shall also apply to any excess/umbrella liability policies. (K) Prohibition of Undisclosed Coverage Limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. (L) Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions. (M) Pass Through Clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the Project who is brought onto or involved in the Project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subconsultants, subcontractors, and others engaged in the Project will be submitted to City for review. (N) City’s Right to Revise Specifications. The City and the City’s Risk Manager reserve the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in additional cost to the Consultant, the City and Consultant may renegotiate Consultant’s compensation. If the City reduces the insurance requirements, the change shall go into effect immediately and require no advanced written notice. Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -7- (O) Self-Insured Retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (P) Timely Notice of Claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies. (Q) Additional Insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Services. 3.2.12 Water Quality Management and Compliance. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter-Cologne Water Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges. Failure to comply with laws, regulations, and ordinances listed in this Section is a violation of federal and state law. Consultant represents that all employees and subcontractors shall have sufficient skill and experience to perform the work assigned to them without impacting water quality in violation of the laws, regulations and policies of this Section. 3.3 Fees and Payments. 3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exceed two-hundred and fifty thousand dollars ($250,000) without written approval of the City Council or City Manager, as applicable. 3.3.2 Payment of Compensation. Consultant shall submit to City monthly invoices which provide a detailed description of the Services and hours rendered by Consultant. City shall, within 30 days of receiving such invoice, review the invoice and pay all non-disputed and approved charges. If the City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein. Consultant shall submit its final invoice to City within thirty (30) days from the last date of provided Services or termination of this Agreement and failure by the Consultant to submit a timely invoice may constitute a waiver of its right to final payment. Payment shall not constitute acceptance of any Services completed by Consultant. The making of final payment shall not constitute a waiver of any claims by the City for any reason whatsoever. 3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement. 3.3.4 Extra Work. At any time during the term of this Agreement, City may Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -8- request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City. 3.4 Labor Code Requirements. 3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, agents, volunteers and representatives, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 3.4.2 Registration/DIR Compliance. If the Services are being performed on a public works project of over $25,000 when the project is for construction, alteration, demolition, installation, or repair work, or a public works project of over $15,000 when the project is for maintenance work, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsultants must be registered with the Department of Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants. This Project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Consultant’s sole responsibility to comply with all applicable registration and labor compliance requirements, including the submission of payroll records directly to the DIR. Any stop orders issued by the DIR against Consultant or any subconsultant that affect Consultant’s performance of Services, including any delay, shall be Consultant’s sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, agents, volunteers and representatives free and harmless from any claim or liability arising out of stop orders issued by the DIR against Consultant or any subconsultant. 3.4.3 Labor Certification. By its signature hereunder, Consultant represents that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 3.5 Accounting Records. 3.5.1 Maintenance and Inspection. Consultant shall maintain complete and Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -9- accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.6 General Provisions. 3.6.1 Termination of Agreement. 3.6.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. 3.6.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request. Any use or reuse of any documentation produced by the Consultant for Services under this Agreement without the Consultant’s written permission shall be at the City’s sole risk and without any liability to the Consultant. 3.6.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 3.6.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose: Consultant: HR Green, Inc. 44-651 Village Court, Suite 125 Palm Desert, CA 92260 ATTN: George A. Wentz, Vice-President City: City of Palm Desert 73-510 Fred Waring Drive Palm Desert, CA 92260 ATTN: Eric Ceja, Interim Director of Development Services Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -10- 3.6.3 Ownership of Materials and Confidentiality. 3.6.3.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). All Documents & Data shall be and remain the property of City, and shall not be used in whole or in substantial part by Consultant on other projects without the City’s express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall provide to City reproducible copies of all Documents & Data, in a form and amount required by City. City reserves the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by City at the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the Consultant is entitled under the termination provisions of this Agreement, Consultant shall provide all Documents & Data to City upon payment of the undisputed amount. Consultant shall have no right to retain or fail to provide to City any such documents pending resolution of the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of fifteen (15) years following completion of the Project, and shall make copies available to City upon the payment of actual reasonable duplication costs. Before destroying the Documents & Data following this retention period, Consultant shall make a reasonable effort to notify City and provide City with the opportunity to obtain the documents. 3.6.3.2 Subconsultants. Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and represents that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by professionals other than Consultant or its subconsultants, or those provided to Consultant by the City. 3.6.3.3 Right to Use. City shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant shall be at City’s sole risk. If City uses or reuses the Documents & Data on any project other than this Project, it shall remove the Consultant’s seal from the Documents & Data and indemnify and hold harmless Consultant and its officers, directors, agents and employees from claims arising out of the use or re-use of the Documents & Data on such other project. Consultant shall be responsible for its Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of the Documents & Data at the time they are provided to the City upon completion, suspension, abandonment or termination. Consultant shall not be responsible or liable for any revisions to the Documents & Data made by any party other than Consultant, a party for whom the Consultant is legally responsible or liable, or anyone approved by the Consultant. 3.6.3.4 Indemnification – Documents and Data. Consultant shall defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers, agents and representatives free and harmless, pursuant to the indemnification provisions of this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade name, trademark, or any other proprietary right of any person or entity in consequence of the use on the Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -11- Project by City of the Documents & Data, including any method, process, product, or concept specified or depicted. 3.6.3.5 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 3.6.3.6 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information. Consultant shall have five (5) working days after receipt of the release notice to give City written notice of Consultant's objection to the City's release of Proprietary Information. Consultant shall indemnify, defend and hold harmless the City, and its officers, directors, employees, agents, volunteers and representatives from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of an objection notice unless either: (1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that City release such information. 3.6.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement. 3.6.5 [Reserved] 3.6.6 Indemnification. 3.6.6.1 To the fullest extent permitted by law, Consultant shall indemnify and hold the City, its officials, officers, employees, volunteers, agents, and representatives free and harmless from any and all claims, costs, liability, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, caused by the negligent acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subconsultants or agents during the performance of the Consultant’s Services, the Project or this Agreement, including without limitation the payment of all expert witness fees, attorney’s fees and other related costs except such loss or damage caused by the negligence or willful misconduct of the City. Consultant's obligation to indemnify shall survive expiration or termination of this Agreement and shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, volunteers or representatives. Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -12- 3.6.6.2 If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault. 3.6.7 Entire Agreement. This Agreement contains the entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. 3.6.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County. 3.6.9 Time of Essence. Time is of the essence for each and every provision of this Agreement. 3.6.10 City's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project. 3.6.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties. 3.6.12 Assignment; Subcontracting. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Consultant shall not subcontract any portion of the Services required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. 3.6.13 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, volunteers and representatives except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement. 3.6.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties. 3.6.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise. Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -13- 3.6.16 No Third-Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties. 3.6.17 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.6.18 Prohibited Interests. Consultant maintains and represents that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant represents that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 3.6.19 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party represents that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. 3.6.20 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original. 3.6.21 Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination. [SIGNATURES ON NEXT PAGE] Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -14- SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE CITY OF PALM DESERT AND HR Green, Inc. IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written. CITY OF PALM DESERT By: L. TODD HILEMAN CITY MANAGER ATTEST: By: M. GLORIA SANCHEZ ACTING CITY CLERK APPROVED AS TO FORM: By: Best Best & Krieger LLP City Attorney REVIEWED BY: ____________________________________ Eric Ceja Interim Director of Development Services ____________________________________ Andy Firestine Assistant City Manager HR Green, Incorporated By: Its: Vice-President Printed Name: George A. Wentz Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -15- Notary Acknowledgment A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. STATE OF CALIFORNIA COUNTY OF ______________ On , 20___, before me, _______________________________, Notary Public, personally appeared , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature of Notary Public OPTIONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT Individual Corporate Officer Title(s) Title or Type of Document Partner(s) Limited General Number of Pages Attorney-In-Fact Trustee(s) Guardian/Conservator Date of Document Other: Signer is representing: Name Of Person(s) Or Entity(ies) Signer(s) Other Than Named Above Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -16- Notary Acknowledgment A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. STATE OF CALIFORNIA COUNTY OF ______________ On , 20___, before me, _______________________________, Notary Public, personally appeared , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature of Notary Public OPTIONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT Individual Corporate Officer Title(s) Title or Type of Document Partner(s) Limited General Number of Pages Attorney-In-Fact Trustee(s) Guardian/Conservator Date of Document Other: Signer is representing: Name Of Person(s) Or Entity(ies) Signer(s) Other Than Named Above Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -17- EXHIBIT "A" SCOPE OF SERVICES The City of Palm Desert Development Services Department was created to integrate all land development planning, engineering, and building decisions in one department to streamline services to the public and the construction industry. The Development Services Department is responsible for all review and analysis of planning applications; land alteration; review and approval of all tentative and final tract maps and parcel maps, street vacations/dedications, lot line adjustment/parcel map waivers, and related documents for compliance with the California State Subdivision Map Act; and plan review and inspections of commercial and residential construction projects within the City of Palm Desert. The Department also performs inspection and enforcement activities required to ensure compliance with the City’s codes. Due to fluctuating workloads and limited staffing, it is necessary at times to employ third party agency services on some projects to maintain reasonable response times. With the improvement in the economy, and several projects planned for the near future, on-call, third party services will be necessary to avoid a reduction in service to the community as workload increases. Some on-call service may be full-time, or part-time at an hourly rate, at the discretion of the City. If the Consultant is unable to self-perform all required functions, the Consultant shall subcontract those services. The scope of work for any one function may involve multiple aspects and skills required to see a project through from initial consultation to final approvals, inspections, and project close-out. The specific scope of work includes: 1. Provide On-Call Building Staffing. • Consultant will provide building department on-site support staff that may include chief building official (CBO), inspector, permit technicians, and plans examiners on an on-call basis for the City of Palm Desert. • Such staff shall support the regulation and implementation of building standards, including: the processing of various types of commercial and residential building permit types; the calculation of fees; conducting plan review for compliance with applicable State and local codes; the scheduling and performance of inspections on permitted projects at each necessary point of progress verifying compliance with the approved plans; and other support roles as identified by the City in support of the operation of a one-stop permit processing operation. 2. Provide Building Plan Check Services • The Consultant shall review all plans and supporting documents submitted for projects for which a building permit is requested. If, after initial review the documents are found to be in substantial compliance with the State Building Code and local ordinances, the plans, and documents shall be stamped a reviewed and accepted for construction. If corrections are found to be needed a report shall be prepared by the Consultant specifying the needed corrections, and shall be transmitted to the applicant. • Plan checks will be subject to the following maximum turn-around times: Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -18- Type of Project First Submittal Subsequent Commercial (new building or addition) 15 working days 5 working days Tenant Improvement 8 working days 3 working days Residential (new construction) 10 working days 5 working days Residential (addition, remodel, and minor permits) 8 working days 3 working days 2. Provide On-Call Staffing for Land Development Planning, Engineering, and Code Compliance • Consultant will provide planning and engineering support staff on an on-call basis for the City of Palm Desert in support of land development functions. Such services may need to be provided on-site, at the discretion of the City. Responsibilities may include support for plan intake, processing, and review and may also include the preparation of environmental documents in accordance with the California Environmental Quality Act (CEQA), as needed. o On an as needed basis and in conjunction with City staff, be available to attend field meetings to discuss with engineers, contractors, and developers project related items. o On an as needed basis, participate in department meetings and be available to discuss with City staff, engineering related issues that may occur. • On an as needed basis, prepare and review staff reports and attend Planning Commission or City Council meetings to provide staff support. Consultant will provide qualified personnel, such as a California licensed and registered engineer or surveyor, to perform the duties of the city engineer or surveyor as directed by the City on an as-needed basis. • Consultant will provide code compliance support staff on an on-call basis for the City of Palm Desert. Such support staff are expected to operate in the field. 3. Technology Implementation • Consultant will provide support for technology implementation on an on-call and as needed basis, which may include support for the implementation enterprise permitting and records management programs. In addition to support for the newly created Development Services Department, the City of Palm Desert also seeks reach back support for a range of other services, which may include staff augmentation for the Public Works Department; construction management support services, including construction management, inspection, and constructability review; broadband consulting, including policy development; traffic engineering; and traffic operations support, Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 -19- including ITS. Consultant will provide qualified personnel to function as interim staff within one business day and full-time staff within two business days, except where the Consultant negotiates an acceptable alternative with the City. For requests less than twenty-four (24) hours’ notice. Consultant will make every effort possible to secure suitable candidates. Appointments of individual staff may not exceed 1,000 hours per fiscal year; CalPERS retired annuitants performing work under the Consultant shall not exceed 960 hours. Contract No. ____________ Revised 11-2-20 BBK 72500.00001\32374887.1 Exhibit “B”-20 EXHIBIT "B" COMPENSATION In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles-Riverside-Orange Counties. 44-651 Village Court I Suite 125 I Palm Desert, CA 92260 Main 855.900.4742 + Fax 855.641.5877 HRGREEN.COM 1. Cover Letter 44-651 Village Court I Suite 125 I Palm Desert, CA 92260 Main 855.900.4742 + Fax 855.641.5877 HRGREEN.COM May 7, 2021 1. Cover Letter Eric Ceja I Deputy Director of Development Services Development Services Department I City of Palm Desert 73-510 Fred Waring Drive Palm Desert, California 92260-2578 Subject: On-Call Consultant Services for Development Services & Public Works (800-22) Moving Palm Desert Forward Together Dear Eric and Other Selection Committee Members: We believe that one thing you should have confidence in is that the firm you select has the capability to integrate seamlessly into your City as they assist with your full range of Development and Public Works Services – HR Green is that firm. HR Green Pacific, Inc. (HR Green), as a company and its team members, has decades of experience providing on-call support for the specific support services you are seeking for numerous Southern California agencies - including your neighboring cities. HR Green is your best choice to deliver the services you are seeking for several key reasons: 1.These services are what we specialize in and have a proven positive track record; 2.We bring the right staff/team to support the entire scope of work contained in your RFP; 3.Our knowledge of the uniqueness of the Desert is unsurpassed and we are local; 4.The quality and cost effectiveness of the services as we provide them has been proven; and 5.We want and are committed to this opportunity to serve the City of Palm Desert and to achieve your objectives. Our Differentiators: ▪HR Green is local. Our office is located in the City of Palm Desert. Several of our team members either live full or part time in the Desert – so they will be readily available to the City. Our headquarters is in Corona – less than 90 minutes away. ▪Key HR Green staff are familiar with the unique qualities of and vision for Palm Desert. For example, our proposed Project Manager, Tim Jonasson, PE, served as the interim Public Works Director for Palm Desert in 2018 after serving as Design and Development Director and Public Works Director for the City of La Quinta over a 15-year period. ▪Our team has direct knowledge in the implementation and operation of TRAKiT. We, along with our partner, Holistic Integration System Solutions, assisted the cities of Palm Desert and La Quinta with their implementation. We have also supported several other cities with other online software systems. ▪Our service leaders all bring direct hands-on experience in their respective groups. That brings a track record of success to the City. Their experience brings innovation and knowledge that will directly benefit the City. ▪HR Green…A hands-on full-serve consulting engineering firm ready to meet your survey and plan check needs and support your growth with a local office in Palm Desert. The staff assignments are based on the levels of service and particular needs of the City. City of Palm Desert May 7, 2021 ▪ We exclusively serve public agencies. With over 10 decades of experience, HR Green is known for innovative and reliable approach to service and delivery as well as commitment to close communication. Executive Summary – Specific Approach to Deliver the Work: Staff Assignments - We are committed to assigning the right staff to the City and to meet the particular workload demands in each service area. On pages 7 and 17, we provide matrices that summarize the services we have delivered and the particular experience of each member on the team and their technical knowledge. As you will see, we bring a team with an extensive background. The organization chart on page 20 shows a complete picture of the organization relationships and that HR Green has the capacity to serve the City of Palm Desert effectively. We will coordinate with the City on particular staff assignments as part of our early discussions. We are prepared to begin work on July 1, 2021. One-Stop Shop - HR Green is very knowledgeable and experienced in the “One-Stop Shop” concept. Team members have implemented One-Stop-Shops for a number of agencies. Additionally, the team is very proficient with the TRAKiT permit software platform. As an example of what we offer, we are currently working with Agiline Software, a leading software development, solutions and consulting firm. Their CityView3600 module can interface with your TRAKiT system and provide a smooth conveyance of information between the City and HR Green at NO COST to the City of Palm Desert. Transitioning Services - A common concern when moving services to a new provider is how those services are transitioned. The HR Green team is very familiar with how this transition can occur successfully and without disruption to your services. We discuss this in detail beginning on page 49. Best Practices - We have worked in cooperation with the various departments within municipalities to implement successful practices. HR Green is an industry leader in innovative municipal service delivery; bringing fresh and new ideas, using the latest technology, advanced permitting, and project software to enhance Palm Desert’s services. Additionally, HR Green offers scalable solutions through flexible staffing optimizing your resources to the maximum benefit of your residents and development community . Meeting Schedules - As you will find beginning on page 24, we will meet or improve on your expected turnaround times for work performance in all areas. We provide regular reports on our performance and the public opinion about the related services in each department where we are involved. Individual Authorized to Negotiate Contract Terms & Compensation: George A. Wentz, PE I 44-651 Village Court | Suite 125 I Palm Desert, CA 92260 I Office: 855.900.4742 I Cell: 949.939.5243 I Email: gwentz@hrgreen.com We bring a successful track record to deliver all of the services you are seeking. Once selected, we are prepared to move ahead promptly to address your specific needs. We look forward to serving the City of Palm Desert. Sincerely, HR GREEN PACIFIC, INC. Timothy R. Jonasson, PE George A. Wentz, PE Project Manager Vice-President Table of Contents CITY OF PALM DESERT Page | 3 On-Call Support Services for Development Services and Public Works, Project No. 800-22 Table o f Contents Proposal Section Page 1 . Cover Letter 1 2. Certification of Proposal 4 3 . Experience and Technical Competence 5 a. Background 5 b. References 8 4 . Firm Staffing a n d Key Personnel 1 6 a. Staffing 1 6 b. Key Personnel 1 8 c. Team Organization 20 d. Subcontractors 2 1 5 . Proposed Method to Accomplish the Work 2 2 6 . Fe e Proposal 5 2 7 . Appendices 5 3 a. Litigation 5 3 b. Project Team Resumes 5 3 c. Changes to Agreement 6 4 2. Certification of Proposal CITY OF PALM DESERT Page | 4 On-Call Support Services for Development Services and Public Works, Project No. 800-22 2. Certification of Proposal The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFP), and to be bound by the terms and conditions of the RF P, subject to agreement of the City’s contract terms and conditions . Sincerely, HR GREEN PACIFIC, INC. George A. Wentz, PE Vice-President 3. Experience and Technical Competence CITY OF PALM DESERT Page | 5 On-Call Support Services for Development Services and Public Works, Project No. 800-22 3. Experience and Technical Competence a. Background Founded in 1913, HR Green ranks among ENR’s Top 500 Design Firms (currently #188) and regularly is listed among the Top 100 Construction Management Firms in the United States. The firm is an employee-owned corporation with 500+ employees and 16 offices throughout the United States. Our California corporation (HR Green Pacific, Inc. – DIR # 1000050680) is headquartered in Riverside County and maintains an office in Palm Desert. LOCAL PROJECT OFFICE 44-651 Village Court, Suite 125 Palm Desert, CA 92260 855.900.4742 CORPORATE HEADQUARTERS 1260 Corona Pointe Court, Suite 305 Corona, CA 92879 855.900.4742 We exclusively serve public agencies in California and our focus is comprehensive, on-call support services and development services and public works. We have 60+ staff assigned in Southern California, many of whom have a broad range of public works engineering, staff augmentation, plan review, project/program management, building and code, technology, and construction expertise delivering programs, land developments, and diverse CIP/infrastructure improvements. Comprehensive In -House Services CITY OF PALM DESERT Page | 6 On-Call Support Services for Development Services and Public Works, Project No. 800-22 WE BRING UNPARALLELED COACHELLA VALLEY EXPERIENCE HR Green’s key proposed staff bring decades of development coordination and public works support experience throughout the Coachella Valley. Our firm and staff have a successful track record processing, reviewing, and coordinating the approval and construction of some of the area’s highest-profile development projects, established working relationships with the region’s leading developers, and proficiency with prioritized regulations/ standards unique to the Valley (PM10, water quality, drainage, etc.), as well as delivering critical CIP projects from planning and design, through construction and maintenance. Our Principal and Project Manager are long- time Coachella Valley residents and have served in a municipal management role for the majority of Valley cities. HR Green is dedicated to serving Palm Desert with the highest quality of care. Multi-faceted consulting to majority of Coachella Valley agencies Palm Desert, former Interim Public Works Director and Senior Building Inspector Key proposed staff are long-standing Coachella Valley residents Two-time President of APWA’s Coachella Valley Chapter, working extensively with CVAG and cities to drive regional collaboration Served as speaker on Smart City solutions to the APWA Coachella Valley Chapter Formerly chaired the CVAG’s valley-wide signal synchronization subcommittee while advocating for expanded uses, including high speed broadband, that a fiber optic signal interconnect system could ultimately support 15+ years teaching Building Inspection Technology at College of the Desert PM-10 certified staff Building Official, Plan Review, Inspection, Code Compliance (Cities of Palm Desert, Coachella, Cathedral City; Torres Martinez Desert Cahuilla Indians) “HR Green has been providing plan check services for the City of La Quinta for several years and done a great job of providing on time and thorough reviews and coordination with City staff. I would highly recommend HR Green for any City’s plan checking needs.” -- Bryan McKinney, PE City Engineer/Public Works Director City of La Quinta CITY OF PALM DESERT Page | 7 On-Call Support Services for Development Services and Public Works, Project No. 800-22 Experience with Similar Services (Firm / Staff) REPRESENTATIVE AGENCIES SERVED Firm ExperiencePersonal ExperienceChief Building Official / Department AdministrationOn-Site Building Staffing Building Plan ReviewPermit ProcessingCivil Plan ReviewLand Development CoordinationCode ComplianceCity Engineer and/or City SurveyorEngineeringTechnology ImplementationPublic Works Staff AugmentationConstruction Management / InspectionBroadband Consulting / Policy DevelopmentTraffic EngineeringTraffic Operation / ITSCity of Palm Desert l l l l l l l City of Rancho Mirage l l l l l l l City of La Quinta l l l l l l l l l l l l l l l l City of Coachella l l l l CVAG l l l City of Indio l l l City of Cathedral City l l l l l l l l Torres Martinez Desert Cahuilla Indians l l l l l City of Beaumont l l l l l l City of Banning l l l City of Moreno Valley l l l l l l l l l l l City of Redlands l l City of Jurupa Valley l l l l l l l l l l l l l l l l City of Hemet l l l l l l l City of Corona l l l l City of Malibu l l City of Pomona l l l l l l l l City of Laguna Hills l l l l l l l l l City of Palos Verdes Estates l l l l l l l l l l l l l l City of Pico Rivera l l l l l l l l l Southern California Association of Governments l l County of Orange l l l l l l l County of Los Angeles l l City of Claremont l l City of Placentia l l l l l l l l l City of Anaheim l l l l City of Laguna Niguel l l l l l l City of Diamond Bar l l l l l l l l l l l SERVICES PROVIDED CITY OF PALM DESERT Page | 8 On-Call Support Services for Development Services and Public Works, Project No. 800-22 b . References ON-CALL DEVELOPMENT SUPPORT I CITY OF LA QUINTA 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. HR Green was selected to provide engineering plan check services on an as-needed basis using the City’s TRAKiT program and Bluebeam Revu software due to our demonstrated expertise in local hydrology, which has proven invaluable in plan checking certain development projects, as well as our experience in full service engineering plan check of diverse development projects. In 2018 to accommodate staffing the City did not have, HR Green was contracted to provide on-call building plan review and inspection services encompassing the review of structural design and calculations, construction and occupancy type, means of egress, access and egress for persons with disabilities, electrical and plumbing design adequate lighting, ventilation and energy conservation, and fire/life safety systems. 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) ▪ Precise grading for residential projects (Washington Street Apartments, Bollard Residence, La Quinta Retirement Community, The Orchard) REFERENCE Bryan McKinney, PE Public Works Director/City Engineer 760.777.7045 bmckinney@laquintaca.gov CITY OF PALM DESERT Page | 9 On-Call Support Services for Development Services and Public Works, Project No. 800-22 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 proposed staff were former City employees, Tim Jonasson, PE (Design & Development Director) and Angelica Zarco (Systems Integration Manager). They spearheaded the implementation of the City’s new 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 inte grated 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. CITY OF PALM DESERT Page | 10 On-Call Support Services for Development Services and Public Works, Project No. 800-22 ON-CALL DEVELOPMENT & PUBLIC WORKS SUPPORT I CITY OF HEMET HR Green serves as City Engineer to deliver capital projects and enhance the plan check delivery process. We assign on-site public works engineering and construction management/ inspection staff to manage engineering, design, bidding, and construction of concurrent CIP projects. HR Green established procedures and protocols to accept and track plan check subdivision plans, and costs. The City was concerned that the general fund be preserved, and that the development community pay fair share costs for study reviews and plan checks. The costs are fully tracked and there is 95% cost recovery for the services provided. HR Green is committed to providing fresh ideas, and the results include professional depth, commitment to excellence in Engineering services, and project experience. In early 2020, the City lost a key employee and HR Green provided a seasoned Professional Engineer to work side by side with Community Development planning staff to streamline entitlement reviews, conditions of approval, and mapping approvals while the City completes a recruitment process. HR Green’s service significantly reduced the backlog of outstanding capital projects, secured grant funds for constructing a regional bikeway, advanced special districts to construct roadways and needed drainage improvements, and met Hemet’s evolving short term and long-term community needs. Our staff is involved with the projects from conception and budgeting through construction management, inspection, and close out, managing a wide array of projects for both engineering and public works, including the City’s water/sewer system. “HR Green has been successful performing City Engineering, project support, plan checking, and development reviews for the City. The firm brings a business sensibility to engineering management, working closely with our staff to streamline and assist our processes. Further, HR Green is an ideal fit for combining experience with value by reducing the amount of paper, time, travel, and costs.” -Christopher Lopez City Manager City of Hemet REFERENCE Chris Lopez City Manager 951.765.2301 clopez@cityofhemet.org CITY OF PALM DESERT Page | 11 On-Call Support Services for Development Services and Public Works, Project No. 800-22 ON-CALL DEVELOPMENT & PUBLIC WORKS SUPPORT I CITY OF JURUPA VALLEY With the assistance of HR Green, since its 2011 incorporation, the City has processed more than 2,000 new residential units through development, and has an additional 3,000+ in planning, as well as a variety of industrial and commercial facilities. HR Green has played a full-service consulting role since inception in introducing successful processes to improve the quality of life and enhance safety. Our staff has created the development review and approval process, customized checklists/forms, and tested/implemented/continuously utilize Accela as the City’s automated permitting system. We have provided a City Engineer, City Surveyor, on-site engineers, plan checkers, and inspectors to provide a comprehensive turn-key solution (review approximately 1,500 plan sheets/year and a 99% turnaround review success rate). For many years we managed all aspects of the Building Department, providing complete on-site staffing, including Chief Building Official, plan reviewers, inspectors, code compliance officers, and permit technicians. 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. We have processed grading plans, improvement plans, architectural plans and maps for 2,000+ new residential units. 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 entitlement process. Moreover, we 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. REFERENCE Rod Butler City Manager 951.332.6464 rbutler@jurupavalley.org “I have had the pleasure of working (currently) with 20 HR Green employees in my department. These HR Green staff members perform plan check, building inspections, permit issuance, manag ement / supervision and code enforcement duties. This staff is highly qualified in terms of education, certification and experience, which results in a high level of customer service and productivity. Furthermore, I would highly recommend HR Green to any city or agency that needs their services.” -Keith Clarke, CBO Chief Building Official / Director The City of Jurupa Valley continues to be very pleased with the services that we are receiving from HR Green. The firm provides highly competent and experienced staff at reasonable hourly rates. Being able to supplement our internal team with well-managed contract staff makes us all the more effective in serving our residents and the development community.” -Rod Butler City Manager CITY OF PALM DESERT Page | 12 On-Call Support Services for Development Services and Public Works, Project No. 800-22 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. We provide developers with estimated hours to complete plan checks in advance of initiating work and holding HR Green staff accountable to meet these budgets. Our team members regularly facilitate roundtable discussions with developers to create cognizance of current standards to help speed review times and ease approvals. Our staff hold workshops with developers early and often to establish a common understanding of project goals, the entitlement process, and City expectations to efficiently process their projects through to construction. Moreover, we hold internal Development Review Committee meetings between HR Green and the Planning Department consultant to streamline project entitlements, and offer electronic plan checking to save time and money. We review all documentation associated with successful land development: maps, construction plans, water quality, fiber optics, and small cell/5G applications. From a Public Works standpoint, we have supported daily operations by placing engineers on site to create and prioritize the multi-year CIP program; procure funding and manage grant programs; institute traffic safety improvements and operational efficiencies; design and manage CIP projects, including accelerating pavement rehabilitation and roadway improvements citywide; coordinate award-winning, regionally significant projects (grade separations, fiber deployment, interchanges) with Caltrans, special districts, and the County; and manage and inspect the construction of CIP and land development projects. We have also developed public policy and design guidelines around broadband and small cell deployment. “I found that HR Green staff proved to be very helpful in assisting the property owner address the key concerns city staff and the citizens had with our project impacts. Their professionalism and the solution oriented, problem-solving approach made our investment group decide to further increase our Investment capital in the City by moving forward with a second project.” - James M. Kozak President Strategic Land Partners, L.P. “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 CITY OF PALM DESERT Page | 13 On-Call Support Services for Development Services and Public Works, Project No. 800-22 ON-CALL DEVELOPMENT & PUBLIC WORKS SUPPORT I CITY OF BEAUMONT HR Green was hired to provide Engineering and Land Development Services. Our on-site engineers managed the delivery of CIP projects from planning and design through construction. Another task included providing a Land Development Project Coordinator and qualified plan check engineers to review Beaumont’s potential private and public development project submittals. HR Green also prepared and filed written staff reports for applying appropriate conditions of approvals and to complete final recommendations for project acceptance. The development process for the client was driven by specific plans that included consistency reviews with the Bike and Pedestrian Master Plan, Master Plan of Streets, and Water and Sewer Master Plans. HR Green performed electronic plan checking through the use of an FTP site and PDF documents. Each plan check is scanned and saved to a network and routed to the City through HR Green’s GreenTREx plan review and processing program. HR Green provided plan and study reviews using 30%, 60%, and 90% review milestones checking submittals for compliance with the State Subdivision Map Act, Standards for Public Works Construction, American Disabilities Act, and CA Building Codes. Other reviews included checking traffic improvements and water quality, hydrology, and meeting permit requirements such as the U.S. Army Corps of Engineers. Project reviews and final signatures were typically completed within three reviews. HR Green was responsible for ensuring that all conditions of approval were incorporated into the design of each project meeting requirements of the City Planning Commission and City Council to mitigate impacts. Local guidance documents such as City grading notes, encroachment permits, the City Municipal Code, the General Plan, and any specific plan elements were applied as appropriate. HR Green performed plan check for civil engineering design plans, survey related documents, and checked studies involving: ▪ Rough and precise grading plans ▪ Street plans and traffic analysis ▪ Storm drain plans ▪ Domestic and recycled water plans ▪ Sewer plans ▪ Landscape and irrigation ▪ Tentative and Final Maps, mergers, lot line adjustments, and survey documents ▪ Title reports ▪ Soils ▪ WQMPs and SWPPPs REFERENCES Aftab Hussain Former Public Works Manager (now at City of Corona) 951.736.2443 Aftab.Hussain@CoronaCa.gov Amer Jakher Former Public Works Director/City Engineer (now at City of Chino) 909.334.3265 AJakher@cityofchino.org CITY OF PALM DESERT Page | 14 On-Call Support Services for Development Services and Public Works, Project No. 800-22 ON-CALL DEVELOPMENT & PUBLIC WORKS SUPPORT I CITY OF MORENO VALLEY The City of Moreno Valley, with a population of 200,000+, is a rapidly growing community with a limited in-house staff and extensive service and staffing needs to keep pace with plan review and encroachment permit requests. The City has undergone a prolonged period of population growth and development activity. The City has limited in-house staff, depends on consultants to keep pace with the ongoing development/ infrastructure network expansion, and is currently undertaking a citywide fiber deployment. HR Green was engaged to provide a variety of plan review and staff augmentation services. To reduce earlier work backlog, in 2018 HR Green assigned and has continued to embed an on-Site Transportation Planner responsible for traffic study reviews. Since then, he has reviewed 350+ traffic plans in order to reduce turn-around time and free up City staff to focus on other City priorities. This has focused attention on citywide fiber optic deployment, including the review and approach of encroachment permits related t o poles, lights, gas, and conduit with leading telecom firms, such as Frontier. Our staff provides recommendations on mitigating or avoiding impacts to schools and planned developments. REFERENCE Michael Wolfe City Engineer/Public Works Director 951.413.3100 michaelw@moval.org Example of one of HR Green’s electronic plan review / digital commenting sheets CITY OF PALM DESERT Page | 15 On-Call Support Services for Development Services and Public Works, Project No. 800-22 ON-CALL DEVELOPMENT & PUBLIC WORKS SUPPORT I CITY OF LAGUNA HILLS HR Green provides both on-call engineering support and building safety administration, plan check (civil and building) and inspection services for residential (custom homes, additions, and improvements), solar, and commercial projects in the City. Our staff has provided construction management and inspection of roadway, park, grading, and building improvements, including recent community center roof and HVAC improvements, traffic signal repair, and EV charging station installation. HR Green has served as the City’s Chief Building Official and provides inspection and plan check, including commercial tenant improvements (e.g., civic center renovation, special inspection of Smart & Final store and 5 story mixed-use senior residential retirement facility), new homes up to 7,000 square feet in size, smaller permit inspections (e.g., solar and photovoltaic panels up to 8,000 watts, re-piping), and OSHPD 3 inspection for patient care facilities (e.g., dentist and doctor offices). One major high-profile development project includes the major renovation of the Laguna Hills Mall (The Village of Laguna Hills). After grading operations were initiated in 2018, the developer reimagined the project, and has since begun the entitlement process on an updated master plan. The updates envision the property into a mixed-use project with as much as 250,000 square feet of retail and as much as 390,000 to 520,000 square feet of office, apartments and a 125-room hotel. REFERENCES David Chantarangsu, AICP Community Development Director 949.707.2655 dchantarangsu@lagunahills.gov Ken Rosenfield, PE Interim City Manager/Director of Public Services 949.707.2655 krosenfield@ lagunahillsca.gov “HR Green’s staff is professional, knowledgeable, friendly and works well with my staff. The firm consistently meets turnaround review schedules and delivers on-time inspections. - David Chantarangsu, AICP Community Development Director “HR Green staff members have provided consistent and excellent services for the City for the past 20+ years.” - Ken Rosenfield, PE Interim City Manager/Director of Public Services 4. Firm Staffing and Key Personnel CITY OF PALM DESERT Page | 16 On-Call Support Services for Development Services and Public Works, Project No. 800-22 4 . Firm Staffing & Key Personnel a. Staffing HR Green is proposing a full range of experienced staff members to help the City of Palm Desert meet your current needs and future goals. We will provide a staff and resource management plan that is appropriate to the nature of your on-call support needs and projects. Our proposed staff has successfully provided these services for municipal agencies in Coachella Valley and throughout Southern California. We will implement a plan that is responsive to your needs, will remain nimble to changing conditions, and match the right mix of staff. Our proposed staff is available for assignment to the City and will remain with Palm Desert on an ongoing basis. As Palm Desert identifies project and program needs, our Project Manager, Tim Jonasson, PE, will meet with the City to clarify your scope requirements and schedule. To provide you a comprehensive solution, he will coordinate with the applicable scope category task leader to determine staff needs and validate we are mobilizing the best fit to meet your needs. These individuals will be supported by a cadre of multi-faceted personnel identified in the matrix on the next page. Moreover, given our depth of staff (60+ in Southern California / 500+ staff nationally) and specialized capabilities, we can seamlessly mobilize additional in- house resources to meet your needs. For specialty services we cannot self-perform, we have identified well-respected subconsultants with the requisite Coachella Valley experience to provide a one-stop/single- source solution to your diverse and comprehensive needs. To maintain legacy knowledge and institutional continuity, we strive to assign and maintain the same staff in order to deliver special initiatives, CIP programs, complex projects, and on-site staff augmentation assignments. Since more than 90% of our services are provided through multi-year, as-needed contracts, we have the ideal mix of multi-faceted staff and depth of technical capabilities to efficiently meet workload peaks and valleys. Consequently, our current and anticipated workload of our staff is moderate, allowing for rapid response to dynamically changing needs, unforeseen conditions, and/or priority issues. Our employees must possess certain personal attributes. We assess the individuals’ synergy, technical skills, character, innovation, teamwork, level of being proactive and exhibiting “anticipatory” thought, flexibility, communication skills, and a servant spirit before assigning staff to your City through a thorough vetting process to save the City valuable time and greatly streamline the mobilization process. Citizens and inter/intra-agency personnel interfacing with HR Green staff must feel they are having the same “transactional business” experience as they would with a City employee. Maintaining clear and open lines of communication among City staff, permit applicants, developers, engineers, regulatory agencies, contractors, and other stakeholders are key to successful project delivery. This includes excellent interpersonal, listening, and problem-solving skills; detailed documentation; insightful progress and staff reports; electronic tools and tracking logs; mastery of your permitting system; and building consensus to expedite reviews and approvals while mitigating issues in a spirit of constructive dialogue and harmony. OUR COMMITMENT: HR Green staff will be assigned to Palm Desert to the maximum extent needed CITY OF PALM DESERT Page | 17 On-Call Support Services for Development Services and Public Works, Project No. 800-22 DISCIPLINE / JOB TITLE Years of ExperienceRiverside County Area ExperienceCoachella Valley Area ExperienceChief Building Official / Department AdministrationOn-Site Building Staffing Building Plan ReviewPermit ProcessingEnvironmental / PlanningCivil Plan ReviewLand Development CoordinationCode ComplianceCity Engineer and/or City SurveyorEngineeringTechnology ImplementationPublic Works Staff AugmentationConstruction Management / InspectionBroadband Consulting / Policy DevelopmentTraffic EngineeringTraffic Operation / ITSTim Jonasson, PE Project Manager 32 n n l l l l l l l l l l l l l l l George Wentz, PE Principal-in-Charge 50 n n l l l l l l l l l l l l l l l l Steve Loriso, PE, QSD/QSP Development / Public Works Services Manager 25 n n l l l l l l l l l Ed Barrett Broadband Services Manager 12 l l l Bill Hayes, CBO Building & Code Services Manager 19 n n l l l l l l l l Chase Keys, PE Professional Engineer 8 n n l l l l l l Desiree Flores, PE Associate Engineer 8 n l l l l l l l l l Selena Jong Civil Engineer/Senior Civil Plan Reviewer 14 n n l l l l Carolina Fernandez, EIT Assistant Engineer / Plan Reviewer 6 n n l l l l l l Jennifer Garcia, EIT Associate Engineer 15 n l l l l l l l Lily Diaz Associate Engineer 3 n n l l l l l l Elizabeth Becerra, EIT Assistant Civil Engineer 9 n l l l l l Stacy Woodson, PE Senior Professional Engineer 23 l l l Trent MacDonald CAD Designer 32 n n l Tina York, PE Civil Plan Check Manager 32 n n l l l l l l l Marla Doyle, PE Senior Civil Engineer / Plan Review Engineer 37 n n l l l l l l Mohamed Worayeth, PE Civil Engineer / Plan Review Engineer 36 n n l l l l l James Xiong, PE Civil Engineer / Plan Review Engineer 33 n n l l l l l John Merritt, PE Traffic Engineer 42 n l l l l l l l l l l l Andy Swisher, PE, PTOE Traffic Engineer 24 l l l l Brian Jahn, PE Traffic Engineer 36 l l l l l l l l Rob Olson Transportation Planner 23 l l l l l l Amy Branstetter Transportation Planner 31 l l l l l l Gary Yeo Construction Manager 33 n n l l l l Mike Myers, PE Senior Manager / City Surveyor 38 n n l l l l l l l Robert Luciano, PE Construction Manager 32 n l l l l l Roel Sanchez Senior Construction Inspector 37 n n l l l Leighton Muckey Senior Construction Inspector 37 n l l l l l Eric Lomeli Construction Inspector 15 n l l Alan DeWitt Senior Construction Inspector 27 n l l Dave Zelenok, PE Senior / Innovation Manager 32 n l l l l l l l l l l l Ken Price, CGCIO IT Services Manager 37 n l l l l l Ken Demlow Senior Manager (Broadband)31 l l l l John Monday Network Architect (Broadband / Fiber)21 l l l l Albert Jimenez, CBO Chief Building Official 26 n n l l l l l l James Foy, ICC-Certified Senior Building Inspector 24 n l l l l l Frank Unpingco, ICC-Certified Building Inspector/Code Officer 40 n l l l l l l Steve Koppes, ICC-Certified Building Inspector / Code Enforcement Officer 42 n l l l David Marler, ICC-Certified Building Inspector / Permit Technician 6 n l l l Jennifer Trujillo, ICC-Certified Senior Permit Technician Manager 19 n l l l Bob Hufnagle, CBO Senior Building Plan Reviewer 42 n l l l l l l l Don Plass, CFCO, MCP, CBO, LEED AP, BPI Senior Building Plan Reviewer 42 l l l l l l l Beth Jay, ICC/OES-Certified Building Plan Review Manager 17 n n l l l l l l l Ken Welch, CFM, MCP, CBO Senior Building Plan Reviewer 37 l l l l l l l Frank Urbina, NCARB, AIA Senior Building Plan Reviewer / Architect 32 l l l l l l l l Kyle Cooper, EIT, ICC/OES-Certified Building Plan Reviewer / Inspector 4 n l l l l l l Steve Skeffington, CBO Senior Building Plan Reviewer / Senior Inspector 26 l l l l l l l Steve Schwarz, PE, SE Senior Building Plan Reviewer / Structural Engineer 32 l l l James Errico, Fire & Life Safety Building Plan Reviewer 17 l l l Behrouz Azarvand, CASp CASp Reviewer 37 n l l l l l Ken Swank, ICC-Certified Code Enforcement Officer 45 n l l Lea Goodsell Administrator / Public Outreach 32 n n l l Angelica Zarco Information Technology Subconsultant 25 n n l l l l l Nicole Criste Planner 36 n n l l Dennis Janda, PLS Surveyor 37 n n l l l l Alan Pace, CEG Geotechnical Engineer 33 n n l l PROPOSED STAFF SERVICES PROVIDED KEY SUPPORT STAFF KEY PERSONNEL CITY OF PALM DESERT Page | 18 On-Call Support Services for Development Services and Public Works, Project No. 800-22 b . Key Personnel HR Green’s key personnel provide a combination of local knowledge, successful track record, and technical thought leadership to proactively meet and/or exceed your needs. TIM JONASSON, PE – Project Manager Education I Registration Masters, Business Administration I Bachelor of Science, Civil Engineering I Registered Civil Engineer, CA #45843 A long-time Coachella Valley resident, Tim has 30+ years of development management, plan review oversight, design, CIP program management, design management, NPDES/water quality compliance, and construction management experience for municipal public improvement projects, including roads, drainage, water, sewer, traffic, grading, parks, recreational facilities, parking lots and parking structures. He has served as construction manager and design engineer on a variety of municipal improvement projects including bridge construction, street and la ndscape improvements, water and wastewater improvements, parks construction and rehabilitation, golf course improvements and pier reconstruction. Tim served as Palm Desert’s Interim Public Works Director managing the day-to-day departmental operations, which included land development projects and facilitating the implementation of TRAKiT. As La Quinta’s Public Works Director/City Engineer over a 15-year period, he served as a working director leading a department of 27 full-time employees (Public Works, Planning & Building) while providing oversight of all private development entitlement and permitting, contracts for capital project management, construction inspection, traffic engineering, fleet maintenance, and street and landscape maintenance. This included implementing TRAKiT for plan/map review services. He also worked closely with the Coachella Valley Water District and Imperial Irrigation District, which supply water/sewer and power to the City, respectively. For Jurupa Valley he served as Senior Manager working closely with the Public Works, Engineering, Planning and Building and Safety Departments to facilitate the delivery of public and private projects as well as multi-agency coordination. Tim led the City’s effort to update its development review processes and implement Accela to be more efficient, transparent and developer friendly to foster economic development in the City. Finally, for Redlands, Tim has served as Project Manager to coordinate the review of small cell/5G applications for conformance with City design standards/ordinances in compliance with federal mandates. GEORGE WENTZ, PE – Principal-in-Charge Education I Registration Master, Public Administration I Bachelor of Science, Civil Engineering I Registered Civil Engineer, CA, #43273 George has been a long-time Rancho Mirage resident. He brings 50 years of municipal management experience serving various Coachella Valley communities, and is Vice -President of HR Green Pacific, Inc. He has overseen the provision of on-call development and public works services to more than 50 cities and counties throughout Southern California, including various nearby communities and 10+ Riverside County agencies. 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. He is recognized in the field as having a unique talent in working well with City Councils, boards, commissions, committees, ad-hoc groups, managers, and staff to achieve desired agency results. He has focused on the master planning and implementation of high-profile, revenue-producing developments, golf courses, and mixed-use resort communities and facilitated the operational efficiency of public works departments and delivery of CIP projects. CITY OF PALM DESERT Page | 19 On-Call Support Services for Development Services and Public Works, Project No. 800-22 STEVE LORISO, PE, QSD/QSP I Development & Public Works Services Manager Education I Registration I Certification Bachelor of Science, Civil Engineering I Registered Civil Engineer, CA #64701 I Qualified SWPPP Developer/Practitioner (QSD/QSP), CA #00503 Steve has over 20 years of design, CIP project/program management, design management, plan review, NPDES/water quality compliance, and construction management experience for municipal public improvement projects. Steve has managed the implementation of the Municipal Separate Storm Sewer System (MS4) Permit for various municipalities; performed review of compliance documents for private and public developments and acted as the owner's representative and liaison between design teams and general contractors on facility and infrastructure construction projects. Steve has served as a City Engineer to the cities of Hemet and Jurupa Valley and has overseen the design of CIP infrastructure for 15+ Southern California agencies, including the City of Indio. ED BARRETT I Broadband Services Manager Education Bachelor of Science, Journalism Ed has more than 10 years of telecommunications experience working with local communities and carriers. As the Practice Leader of HR Green’s Fiber and Broadband Services national service line, he has worked with clients ranging from the smallest of small t owns to million- plus urban counties who are studying and deploying broadband as a way to enhance the lives of their constituents and grow into the Gigabit Economy. He is a recognized thought leader nationally and is a speaker at national and regional conferences. Ed has served as Principal and/or Project Manager for 30+ fiber, broadband, small cell/5G, and smart city projects throughout the country , involving visioning, planning, design, program management, construction, and operations phases. He served as Project Manager to create an advanced fiber optic master plan for the City of Pico Rivera to link its core traffic signal, information technology, streetlights and other assets. The study included the creation of advanced communication policies, including a complete right-of-way ordinance. The Master Plan provides a roadmap to guide the deployment of fiber optics to support the City’s key operational and technology goals and to serve as a potential backbone for future community-broadband or regional networks. BILL HAYES, CBO - Building & Code Services Manager Education I Credentials: Building & Fire Code Academy I ICC CERTIFICATIONS: Building Inspector (expires 04/26/2021) I Residential Plumbing Inspector (expires 08/24/2021) I Residential Mechanical Inspector (expires 08/24/2021) I Certified Building Official (expires 08/24/2021) I Residential Building Inspector (expires 08/24/2021) I Commercial Building Inspector (expires 08/24/2021) I ICC / AACE Property Maintenance and Housing Inspector (expires 08/24/2021) Bill brings 18 years of supervisory experience of the daily operations of the Building, Code Enforcement and Housing Inspection Departments for various Southern California cities, including La Quinta. His experience includes counter service, permitting, plan check, field inspection, code interpretation, departmental management, and gathering of data and completing required reports. Bill has served as a Chief Building Official for 12 municipalities and received the State of California Helen Putnam Award for Innovation. Bill has developed training materials and procedure manuals for staff and trained Building and Code Enforcement staff on customer service policies and procedures. He has restructured Building and Code Enforcement Divisions to increase efficiency and productivity. CITY OF PALM DESERT Page | 20 On-Call Support Services for Development Services and Public Works, Project No, 800-22 c . Team Organization CITY OF PALM DESERT Page | 21 On-Call Support Services for Development Services and Public Works, Project No, 800-22 d . Subcontractors HOLISTIC SYSTEMS INTEGRATION SOLUTIONS I Technology Implementation Based in the Coachella Valley, Holistic System Integration Solutions is dedicated to providing smart holistic solutions for software implementation and process integration. The firm has been instrumental on information technology deployment solutions to both the Cities of La Quinta and Coachella. Holistic’s in- depth understanding of land management systems, comprehensive knowledge of municipal land development processes and proven system implementation/integration experience, paired with their client’s desires to achieve future system goals and capitalize on their investm ent while delivering exceptional customer service, delivers seamless and streamlined collaborations. Holistic has developed streamlined solutions that utilize a holistic approach to system design and integration by balancing four major elements that are key to successful system implementation – People, Culture, Process, and Technology. This approach delivers system integration on a global scale while taking-into-account and minimizing adverse impacts to the organization. Their success is attributed to an execution strategy that incorporates the Lean Six Sigma, DMAIC (Define, Measure, Analyze, Improve, Control) method to software implementation/ integration. The DMAIC approach allows us to continually identify and apply improvements to business processes through software system design that result in enhanced system performance. TERRA NOVA I Enviromental Document Prepartion and CEQA Review Terra Nova has extensive experience in environmental assessment and planning, including land use and resource surveys, natural resource assessments and inventories, demographic profiles, housing trends and supply assessments, facilities planning and market feasibility studies. Terra Nova has been providing on call services to Coachella Valley cities for many years, including the City of La Quinta since 1998, the City of Palm Springs since 2014, and the cities of Rancho Mirage and Indian Wells on an as-needed basis for more than 10 years. For the City of Palm Desert, they prepared the DSRT SURF Specific Plan and EIR. PETRA GEOTECHNICAL I Geotechnical Review & Inspection Petra Geosciences is a geotechnical and environmental consulting firm founded in 1975 as Earth Research Associates and incorporated in 1988 as Petra. Their interdisciplinary group of professionals include licensed engineers, geologists, environmental scientists, hydrogeolo gists, technicians, and administrative support staff. Petra’s projects in have ranged from; single lot, roads, pipelines, pump stations, energy, and geohazards evaluations and geotechnical design for projects up to 2400 acres in size. Since 2015, Petra has provided geotechnical services and permit coordination for the Coachella Valley Link Project (CV Link). DENNIS JANDA, INC. I Surveying and Map Check Support Based in Riverside County, Dennis Janda, Inc. (DJI) specializes in public sector map check, city surveyor, survey, and mapping consulting to municipalities and/or water districts. HR Green has worked with DJI for nearly 10 years with DJI supporting HR Green on various map check/surveying assignments to numerous agencies, including the cities of Rancho Mirage, Jurupa Valley, Azusa, Moreno Valley, Placentia, Azusa and Pomona, and the County of Orange. The firm has also served numerous agencies in Riverside County in a City Surveyor role and has provided field survey services in the Coachella Valley . AZARVAND’S BUILDING DEPARTMENT SERVICES I Accessibility/CASp Services HR Green maintains a long-standing working relationship with this firm, noted for building plan review and CASp consulting to Southern California public agencies. Its Principal, Behrouz Azarvand, is a CASp- certified accessibility professional. 5. Proposed Method to Accomplish the Work CITY OF PALM DESERT Page | 22 On-Call Support Services for Development Services and Public Works, Project No, 800-22 5. Propos ed Method to Accomplish the Work Helping Promote Development of a Thriving, Safe, and Sustainable Community The City of Palm Desert, with both its geographic location and strong economic performance since incorporation in 1973, has long been the heart of California’s Coachella Valley. The broad assort ment of recreational, educational, shopping, housing, and entertainment opportunities , as well as arts and cultural activities and world-class events in the exclusive scenic Desert environment, make this City a very desirable destination. HR Green’s primary focus is to meet the City of Palm Desert’s goals to have strength in business, an inviting economic climate, maintain responsible stewardship of your natural resources, and to maintain a well-planned and developed city with a vibrant city core, natural hillsides, and open space with desirable housing, business, and community revitalization. Our services sustain that your high level of public safety, economic growth, and investment in infrastructure are dynamic and progressive. We have built proven processes that have been effectively utilized for 50+ federal, state, regional, and municipal clients in California. Our team has worked with the City in the past. Our Project Manager, Tim Jonasson, PE, served as Palm Desert’s interim Public Works Director and is familiar with the City’s strategic vision, economic development strategic plan, General Plan, and Envision Palm Desert. Tim’s previous experience as the Director of Design and Development with the City of La Quinta gives him a unique perspective on Palm Desert’s new Development Services Department where both agencies reorganized their agencies to reduce bottlenecks in the entitlement, plan review and permitting of development projects by locating these functions in a single department. This can greatly simplify decision making; however the new department head must have a wider breadth of knowledge and greater understanding of the entire development process in order to be effective in this role. Tim is also very familiar with creating a One-Stop Shop for public counter services. When he was promoted to be La Quinta’s Director of Design and Development in 2015 , Tim was tasked with completing the transition of the new department to a single counter operation for Building, Planning and Engineering. Tim instituted cross training of the permit technicians and supervisors to process and guide customers through the permit process regardless of the type of permit that was needed. The permit process was str eamlined wherever possible, including revising outdated provisions of the municipal code and eliminating redundant steps in the process. Besides offering over 80 permits online via TRAKiT, business license and short term vacation rental applications are also available remotely or by advance appointment, thereby saving considerable time and inconvenience for customers. The new public counter, called “The Hub”, is very popular with residents and has been used as a model for other agencies looking to improve customer service to their community. Our Approach to Palm Desert’s Needs: Scalable Solutions Through Flexible Staffing HR Green is a proactive full-service engineering consultant firm. We have the depth of staff to support the newly-created Development Services Department as well as Public Works in meeting the development community’s and resident’s needs. The availability and scalability of our services will allow the City to respond quickly to customer demand for any of the requested services on the following pages. CITY OF PALM DESERT Page | 23 On-Call Support Services for Development Services and Public Works, Project No, 800-22 On-Call Building and Code Compliance Staffing HR Green will assign two very experienced building officials, Bill Hayes, CBO and Albert Jimenez, CBO, to oversee the building department administration and oversee the building plan check and inspection staff. Both Bill and Albert have extensive CBO experience at similar jurisdictions to the City of Palm Desert and have been instrumental in providing code insight; supporting municipalities with community outreach, developer/architect workshops, project kick-off meetings, project progress status/reports, code interpretation assistance to permit applicants at the counter or virtually (phone, email, Zoom conferencing), construction-phase support, coordinating the timely and professional review of plans and inspections, and facilitating a seamless upload of data into automated permitting programs. Supporting Bill and Albert are a cadre of International Code Council (ICC) certified permit technicians and inspectors that will provide counter and inspections services as required by the City. These staff members will interface seemlessly with Palm Desert’s staff to support the regulation and implementation of building standards, and processing of various types of commercial and residentail building permits types, calculation of fees, and reviewing building plans for compliance with State and local codes. Our inspectors will utilize the City’s inspection scheduling system to perform all inspections on permitted projects as necessary to verify compliance with approved plans as well as any other support roles required to support the City’s one-stop permit processing operation. Similarly, ICC certified code compliance staff are also available as needed for inspection and case administration. Permit Processing This is where most of the City’s citizens and customers get their first experience with the City and determine their evaluation of the community and its level of customer service. For this reason, HR Green has utilized various certified professionals at the front counter to answer questions. We will assign highly skilled customer service permit technicians in the dissemination of general and technical information to property owners, developers, business owners, residents, the general public, and other agencies concerning property development and the permit process. DIFFERENTIATORS Chief Building Official: Bill Hayes, CBO 18+ years municipal Building and Safety experience, including La Quinta Helen Putnam Award for Excellence, Internal Administration Category Proven methods for increasing efficiency and maintaining budgets Chief Building Official, 12 municipalities Deputy Building Official: Albert Jimenez, CBO 25+ years municipal Building and Safety experience throughout Coachella Valley (Palm Desert, Cathedral City, Coachella, Torres Martinez Desert Cahuilla Indians) Former Building Inspector, City of Palm Desert (10 years) Extensive certifications (ICC, FEMA, and Cal- EMA/OES) 15+ years teaching Building Inspection Technology at College of the Desert DIFFERENTIATORS Permit Technicians All staff have on-site experience delivering same services to cities Exceptional customer service skills / “Can do” attitude Proficiency working with most commercially available permit software platforms Building application and permit processing proficiency Computer proficiency CITY OF PALM DESERT Page | 24 On-Call Support Services for Development Services and Public Works, Project No, 800-22 To many of the City’s customers and citizens, the Permit Counter Operations team IS the City to them. They know them and have built relationships with them. The HR Green staff knows how to provide the highest levels of customer services demanded by the City and its customers. This is not a simple task and takes getting the “right” people, keeping these same individuals assigned and committed for the long-term, and training them to provide the service levels the City expects. HR Green has and continues to provide this leadership and management to provide a positive experience for all customers. Our services will include, but not be limited to: ▪ Explaining the process for each customer and personally helping them to a successful conclusion. ▪ Simplifying the process, as much as possible, while ensuring compliance to City adopted codes and standards. ▪ Providing excellent customer service to both internal and external customers. ▪ Serving as a liaison between inspectors, plan reviewers, architects, engineers, planners, contractors, developers, owners and other Department/Division staff to explain applicable code interpretations and plan review comments to the public. ▪ Calculating and collecting developer impact fees prior to the issuance of permits. DELIVERABLES & MILESTONES SCHEDULE Deliverable/Milestone Due Date HR Green Staff Responsible Initial CBO & Building Support Staff Assignment July 1, 2021 Project Manager/CBO Interim Building/Code Enforcement Staff One Business Day of City Notification Project Manager/CBO Full Time Building/Code Enforcement Staff Two Business Days of City Notification Project Manager/CBO “Your Permit Technician talked to me today regarding the process for obtaining my permits for our house which was recently in a house fire. She conveyed this process to me so I could understand the procedures, which will save me time and most of all aggravation. She put it all in perspective for me. I want to thank her and HR Green for understanding and dealing with our situation.” - City Resident CITY OF PALM DESERT Page | 25 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Enhanced Transparency: While HR Green has continuously incorporated best practices to share information with constituents, there are opportunities to improve information transparency. Some items with which our staff can assist include: ▪ Update permit counter handouts can be updated with FAQs in an easy-to-understand format to simplify the transactional experience. ▪ Provide permit activity and other helpful data and metrics for posting on the City’s website. ▪ Inform constituents and mitigate construction impacts to the public given the extensive ongoing construction city-wide. Promote future economic development, report major capital and land development projects onto a GIS-based map for posting on the City’s website. Appropriate Technology Tools: HR Green is familiar with most commercially available permit and plan check software, including TRAKiT, CityView 360, and Accela. Should the City so desire, we can help you fully incorporate enhancements to these platforms, including: ▪ Providing all forms in electronic form, available online. ▪ Locating a touchless kiosk near the counter for access to these forms as well as for customer surveys. ▪ Providing electronic queuing systems and construction-related, DIY-type programs on TV monitors to provide education and entertainment to the customers so wait times are more engaging. ▪ Utilizing digital codes to assist applicants more clearly understand how the building code impacts their project prior to plan review. Supplying actual code sections to inquiries will assist applicants in understanding code specific items, thereby eliminating potential conflicts. ▪ Investigating opportunities to “level-up” the Palm Desert’s development review process and your permit program. HR Green has consulted to software providers to improve their product functionality, enhance customer service interface, and streamline the permitting process. One such tool is a permit guide to help home and business owners simplify the acquisition of a building permit. Our team can also assess ways to enhance a more integrated solution that provides for detailed KPI and dashboard reporting that is highly configurable and customizable to your specific needs. Currently, we are working with Agiline Software, a leading software development, solutions and consulting firm, and their CityView360°module to seamlessly upload, track and review plans. Additional reporting uses are also available. 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 without code using aiWorks© rapid application development. Agiline has seamlessly integrated with TRAKiT software and creates very informative reports and KPI reporting. CITY OF PALM DESERT Page | 26 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Building Plan Check Services We will provide helpful code insight, responsiveness, and collaboration early and often to applicants while leveraging a proven development review process and electronic plan review/digital commenting to maximize efficiencies, promote project transparency, and save time and money. HR Green has implemented the most appropriate proven best practice tools and technologies to reduce paper, save time and money, enhance collaboration, and streamline communication and service delivery. We are proficient using various permit programs and have been asked by some software providers to provide technical input on enhancing their software applications. HR Green will assign registered engineers/architects, Master Code Professionals, and ICC-certified plan reviewers to review plans for compliance with applicable codes and requirements (accessibility, building, structural, non-structural, mechanical, electrical, plumbing, solar, fire and life safety, grading, etc.). Major plan review will be handled through a paperless electronic plan review/digital commenting process. HR Green has helped Southern California agencies achieve a 98% turnaround plan review success rat e by utilizing a combination of the same staff (on- and off-site), electronic plan review, digital commenting, continuous code training/workshops, pre-development meetings, over-the-counter reviews/support, and ongoing collaboration with architects/developers/designers throughout the review process. Providing building plan reviews, inspections and enforcing code requirements are essential for life safety and welfare of the public. We have no limits or restrictions of how many plan reviews and building inspections our staff can handle at one time. With our new Palm Desert office serving the Coachella Valley we have a deep bench of plan reviewers and inspectors available on an as -needed basis. We Will Meet or Beat Your Turnaround Review Schedule Requirements Deliverable Maximum Delivery Time – Initial Review Maximum Delivery Time - Subsequent Plan Review Commercial (new building or addition) 15 Working Days 5 Working Days Tenant Improvement 8 Working Days 3 Working Days Residential (new construction) 10 Working Days 5 Working Days Residential (addition, remodel, and minor permits) 8 Working Days 3 Working Days Note: All expedited reviews will be completed within 50% of the normal working timeframe above. HR Green is a leader in leveraging the power of technology to streamline government transactional business and empower the City’s management and City Council to make sound decisions and priorities. Our firm is proficient in using various electronic plan review systems, including TRAKiT. CITY OF PALM DESERT Page | 27 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Electronic Plan Review: Our goal is to maximize efficiencies, time and cost savings, enhance collaboration, and reduce waste by continuing to aspire to the implementation of a 100% paperless platform. All of our plan review staff are proficient in digital commenting as well as expedited plan review. On-Call Staffing for Land Development, Planning, and Engineering HR Green is proposing a full range of experienced staff members to help the City of Palm Desert meet your current needs and future goals. We will provide a staff and resource management plan that is appropriate to the nature of your on-call land development, planning, engineering and code compliance needs. Our proposed staff have successfully provided these services for similar munici pal agencies. We will implement a plan that is responsive to your needs, will remain nimble to changing conditions, and match the right mix of staff. Our proposed staff are available for assignment to the City and will remain with Palm Desert on an ongoing basis (see Our Proposed Transition Plan later in this section). As the City identifies project and program needs, our Project Manager, Tim Jonasson, PE, and Development and Public Works Services Manager, Steve Loriso, PE, QSD/QSP, will meet with the City to clarify the scope requirements and schedule. To provide you a comprehensive solution, he will coordinate with the applicable scope category task leader to determine staff needs and verify that we are mobilizing the best fit to meet your needs. These individuals will be supported by a cadre of multi -faceted personnel, some of whom are identified in the matrix on page 17. Moreover, given our depth of staff and specialized capabilities, we can seamlessly mobilize additional in-house resources to meet your needs. To maintain legacy knowledge and institutional continuity, we strive to assign and maintain the same staff in order to deliver special initiatives, CIP programs, complex development projects, and on-site staff augmentation assignments. Our subconsultant, Terra Nova, will lead planning and environmental assignments through an integrated team approach and proactive engagement in issues identification and resolution, project facilitating and team coordination. Properly planned research and analysis programs must take a systems approach that starts with a comprehensive understanding of baseline conditions, provides a rigorous evaluation of possible project impacts, and explores as wide a range of issue solutions or resolution as is practicable. Also essential is Terra Nova staff’s knowledge of local, state and federal environmental laws and regulations affecting documentation and processing. Environmental approvals are the first line of attack for project opponents and Terra Nova has a well-deserved reputation for highly defensible environmental documents. They also regularly consult with land use and environmental law attorneys and have provided expert witness testimony in state and federal courts. CITY OF PALM DESERT Page | 28 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Survey and Civil Engineering Plan Review Augmenting Survey Services and Plan Review Through Communication Our hands-on Development & Public Works Services Manager, Steve Loriso, PE, QSD/QSP and Civil Plan Review Manager, Tina York, PE, will be 100% available to the City of Palm Desert during this contract. Tina actively monitors all services and has a goal to get plans approved at third submittal. She will confer and/or meet with the City, developers, engineers, surveyors, and contractor s. She will prepare agendas and attend all coordination meetings, including meetings to discuss redlined comments for survey or plan reviews and other potential issues which may delay review projects or survey services’ timely completion. Tina, in coordination with our subconsultants, will provide you with the deliverables for review projects (transmittal, redlines, comment letter, checklists, or letter stating plans are technically correct) or for survey services (vertical/horizontal ties, benchmarks, topographic information, etc.) at or ahead of the required project schedule. Our files are always accessible to you through TRAKiT or can be delivered as a final package upon project acceptance. Tina is thoughtful, straight -forward, and a proven professional. She knows the City and the City can trust and have confidence in her, the HR Green team, and the final work product. For nearly two decades, the HR Green team 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., Bluebeam Revu, Adobe, TRAKiT, Accela, EnerGov, 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. “Leveling Up” the Review Process 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. Our 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 Expert staff manage quality control functions that are consistently implemented on each and every project. Our map/plan checks are thoroughly reviewed. This allows multiple HR Green staff to assist at any phase of the processing, review, and approval process. 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. ▪ Subdivision Map Checking – Our survey review team is conversant in the requirements of the California Subdivision Map Act. The review of each parcel or final tract map includes the coordination of the documents submitted for review (map, closure calculations, etc.) for compliance with the City’s Municipal Code, Resolutions, Specific Plans, Conditions of Approval, Tentative Map, checklists, and City approved format/preferences. ▪ Civil Engineering Design Plans – Our plan review team has decades of experience providing plan review for grading (mass, rough, and precise), erosion control, WQMP, hydrology and hydraulic studies, soils reports, streets, streetlights, signing and striping, traffic signals, storm drains, and fiber optics. Each plan is compared to the appropriate Specific Plan or Community Plan, the final map, and other improvement plans for the project to verify conformance and no conflicts. Utility plans are CITY OF PALM DESERT Page | 29 On-Call Support Services for Development Services and Public Works, Project No, 800-22 compared to the master plans. The plans also go through a thorough investigation for compliance to City standards, Municipal Codes, Ordinances, Resolutions, policies, procedures, checklists, and City approved format/preferences. Our subconsultant, Dennis Janda, Inc. (DJI), has 40+ years of survey field experience. With a one-man survey crew or two-man survey crew, DJI can coordinate all City surveying functions. The services DJI and Mike Myers, PE, our City Surveyor, would provide include: ▪ Field Surveying: With state-of-the-art equipment, our survey crews will provide topographic and construction surveys, easement/right-of-way surveys, locate and set or reset (maintain) Citywide vertical and horizontal survey monuments and file all associated documents with the County Surveyor’s office according to the California Subdivision Map Act requirements. All files and records will be provided to the City at the conclusion of each project or as requested. ▪ Office Survey Services: Determine and review location of property line, boundaries, easements, and right-of-way; research property divisions and mergers, public and private land ownership, public and private easements, public improvements, construction, and historic information; prepare, interpret, and review deeds, legal descriptions, and plats for easements, lot line adjustments/parcel map waivers, street vacations and dedications. ▪ City Surveyor Services: After a map or other survey-related documents have been determined to be technically correct and it’s recommended that the City accept the documents, our City Surveyor, Mike Myers, PE, will complete a final review to provide consensus of the recommendation. He will then sign and stamp the documents as being technically correct. DELIVERABLES & MILESTONES SCHEDULE TIMEFRAME FOR DELIVERY Service Description HR Green Commitment Palm Desert Standard PLAN CHECK First Submittal 10 Working Days or Less 3 Weeks (maximum) Second Submittals 5 Working Days or Less 2 Weeks (maximum) Third Submittal 3 Working Days or Less 1 Week (maximum) “FAST-TRACK” I EXPEDITED REVIEW First Submittal 5 Working Days or Less 2nd I Subsequent Submittals 3 Working Days or Less CITY OF PALM DESERT Page | 30 On-Call Support Services for Development Services and Public Works, Project No, 800-22 “HR Green provides thorough and accurate review comments to our development engineers and responds quickly to expedited review requests. Their proficiency to collaborate using digital commenting of plans (electronic plan check) has saved us time and money.” - Daniel Wozniak Project Manager Pulte Homes Corporation “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 Associate Civil Engineer City of Pomona CITY OF PALM DESERT Page | 31 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Technology Implementation Technology support for permit software or other similar applications will be provided by HR Green and our subconsultant, Holistic System Integration Solutions. Ken Price, CGGIO, a former Information Technology Services Director for a municipality and certified change manager, is available to lead any implementation required. Holistic’s President, Angelica Zarco, will provide business operations optimization, software configuration and training on existing City permitting/plan check software platforms. These individuals will be available as needed to the City. DELIVERABLES & MILESTONES SCHEDULE Deliverable/Milestone Due Date HR Green Staff Responsible Configuration, training, for TRAKiT or other development software Depends on complexity of software implementation/configuration and training required Project Manager/HR Green IT Manager/Holistic OTHER STAFFING NEEDS: Public Works Department Civil Engineering Design The proposed HR Green team is well versed in all aspects of design/engineering/surveying and administration, including, but not limited to project controls (estimating, cost and schedule), planning, quality assurance/quality control (QA/QC), change control and risk management. Having provided a full range of engineering services, including serving as City Engineer to various municipalities, we have a detailed knowledge and understanding of the latest version of American Public Works Association’s Green Book, Construction Specification Institute Codes, as well as the standard plans and specifications of Caltrans and nearby cities. .Our approach will generally follow the steps set forth below: Kick-Off Meeting & Site Reconnaissance ▪ Hold a kick-off meeting with City staff to discuss major features and details of design project. ▪ Identify jurisdictional agency approval and/or permit requirements. ▪ Establish clear lines of communication. ▪ Gather background data available from the City. ▪ Discuss any special requirements, constraints, and/or opportunities available that are in the best interest of the City to expedite the project in a cost-effective and timely manner. ▪ Discuss project completion issues and milestones. ▪ Perform field visit(s) to review and document field conditions, verify existing topographic data, and assess specific concerns / constraints and issues. CITY OF PALM DESERT Page | 32 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Task Order Negotiation ▪ Develop, submit, refine, and negotiate task order proposal with City that includes a detailed scope of work, identification of subcontract work, deliverables, project milestone schedule, resource requirements, documentation required from the Caltrans Local Assistance Procedures Manual (if necessary), and budget. Research and Review ▪ Upon notice-to-proceed, further research and gather all available relevant information, data, and reports. ▪ Obtain existing drawings files for topographic and base mapping, as-built data, survey control data, hydrology studies, geotechnical studies, right-of-way maps, and existing utility information from the City. ▪ Research plans not available through City for existing roads, drainage facilities, and utilities. ▪ Contact impacted utility agencies by registered mail to obtain existing plans or updated information. ▪ Hold coordination meetings with utility agencies, as needed. Initial Evaluation / Agency Coordination ▪ Identify alternative solutions for key elements of design task order and evaluate feasibility based on various factors (e.g., cost-effectiveness, constructability, utility impacts, safety, implementation, schedule, ease of operations and maintenance, sustainability, etc.). ▪ Present findings to City and coordinate with other impacted agencies. Environmental Documentation ✓✓ Evaluate need for CEQA or NEPA documentation based on funding and specific project requirements. ✓✓ Develop necessary documentation. ✓✓ Obtain required permits from regulatory agencies, as needed, including U.S. Army Corps of Engineers, Air Quality Management Board, Regional Water Quality Control Board, California Department of Fish and Wildlife, Caltrans, etc. Design Development ✓✓ Review existing studies and design documents for adequacy, value, completeness, assumptions, and compliance with required standards and criteria. ✓✓ Complete preliminary design to effectively implement required infrastructure improvements. ✓✓ Review documentation (e.g., existing geotechnical data and reports, sub-grade compaction records, traffic studies, and other design and master plan studies). Client / Agency Review ▪ Present findings and recommendations to City for review and concurrence. ▪ Coordinate with permitting agencies for plan check review and comments. ▪ Submit construction plans, specifications and engineer’s estimate to City at agreed upon milestones (hardcopy and digital formats conforming to City’s requirements). Project Finalization, Approvals, and Permit Processing ▪ Compile input, concerns, and comments from permitting agencies and present them to City for resolution and direction to finalize plans. CITY OF PALM DESERT Page | 33 On-Call Support Services for Development Services and Public Works, Project No, 800-22 ▪ Support City in obtaining all required approvals and permits from the permittin g agencies. Construction Support ▪ Assist City, as needed, in responding to RFIs, evaluating revision requests, providing construction staking, performing as-built surveys, and developing ”as-built” plans. Alternative Pavement Designs: The annual rehabilitation of residential street pavement places a priority on accelerating the design and construction to mitigate impacts to residents. HR Green has successfully worked with the region’s leading paving contractors to provide an alternate GIS-based approach to traditional PS&E preparation to save time and money by 20- 30%. The established way to prepare plans for most types of projects is to perform a design/field survey in order to collect an existing inventory of field items (e.g., manholes, water valves, fire hydrants, etc.) as well as to prepare base plans. Many projec ts still require this level of detail. However, by utilizing existing GIS data (obtained by HR Green without the need for the City to have a system) as well as through a thorough field reconnaissance, we can prepare plan sheets with all of the requested and necessary information at a considerable cost savings to the City. By utilizing and preparing preliminary plans based upon GIS, we can import any utility information the City already has available. Traffic Engineering Traffic Engineering & Operations/ITS Traffic safety and mobility improvements are high, ongoing City priorities. HR Green has worked with cities to help implement transportation safety initiatives which have reduced fatalities and major accidents by as much as 50%. Many enhancements have been incorporated to reduce speeding, promote safe routes to school and multi-modal transportation options, improve level of service and circulation, and upgrade safety lighting and ADA compliant sidewalks/curb ramps. In our role as City Transportation Manager/Traffic Engineer to various jurisdictions, we handle daily operations, including: ▪▪ Participating at Traffic Committee meetings. ▪▪ Conducting, directing and/or reviewing traffic studies and construction traffic control plans . ▪▪ Designing and/or reviewing signing, striping, traffic signal, and interconnect/synchronization plans . ▪▪ Preparing/managing traffic operations, speed, and safety studies. ▪▪ Preparing engineering study reports. ▪▪ Monitoring traffic volume and accident database updates, as well as addressing resident issues and comments. ▪▪ Responding to City Council and constituent traffic and parking requests/inquiries. CITY OF PALM DESERT Page | 34 On-Call Support Services for Development Services and Public Works, Project No, 800-22 ▪▪ Field investigation/inspection to verify existing conditions and improvements and working with numerous stakeholders to enhance safety. ▪▪ Developing citywide street and trails plans. ▪▪ Leveraging GIS traffic data systems to prioritize projects/programs. ▪▪ Proactively addressing resident issues and comments. ▪▪ Facilitating community outreach / presentations. Enhanced Transparency and Service Delivery: HR Green can help update ordinances, publish traffic data and maps, report TIA reviews through the City Engineering’s office weekly, and place increased emphasis on improving your transportation and street network. We can also: ▪▪ Address circulation element within General Plan. ▪▪ Seek to be rated by the State Department of Traffic Safety as a performance metric relative to other jurisdictions. ▪▪ Work with the Planning Department to update the Mobility Element and create or update a Master Plan of Streets and Trails as defined in the General Plan. ▪▪ Implement a traffic signal synchronization system, traffic signal upgrades, and Traffic Management Center. ▪▪ If desired, show you how your existing traffic system can be leveraged to take advantage of the technologies of the future such as connected and autonomous vehicles and enhanced emergency response systems. Construction Management Support HR Green consistently looks at optimal ways to deliver services. Based on the specific assignment, we will work with the City to gain concurrence on scope, schedule, budget, and the appropriate approach to accomplish the project in a quality, timely, and cost-effective manner. Any proposed alternative approaches to meet the City’s technical requirements will be thoroughly explained and discussed with the City based on the project-specific goals, constraints, key issues, etc. Under the direction of our Construction Manager/Resident Engineer, we make sure that all requirements are understood and adhered to, that milestones are met, and that the completed project is as specified in the plans. HR Green staff takes care of all the paperwork related to the construction contract, handles bid advertising and pre-bid meetings, analyzes bids, and makes the contract award recommendation. HR Green will review requests for progress payments, verifying that work was done in accordance with requests. In closing the contract, we make certain the work is complete before final invoices are paid. CITY OF PALM DESERT Page | 35 On-Call Support Services for Development Services and Public Works, Project No, 800-22 We also monitor the contractor’s compliance with bonding, insurance and labor requirements and regulations and that all warranties are honored. Our staff uses a Construction Management Plan (CMP) to manage projects. This project-specific plan serves as a guideline for the execution of all construction- related activities. The purpose of the plan is to facilitate smooth coordination and communication among parties involved, including the designers and the City staff, and to establish protocols for effective execution of the project requirements. The CMP is prepared immediately after our mobilization and updated continually as a project matures. A partial list of the activities and procedures covered in the CMP includes: Section One -- Management Plan Section Two – Administrative Procedures ▪ Project Description ▪ Key Project Success Factors ▪ Directory of Participants ▪ Organization Chart ▪ Responsibility Assignment Matrix ▪ Emergency Response Plan ▪ Safety Plan ▪ QA/Inspection Plan ▪ Disputes/Claims Management Plan ▪ Records Management ▪ RFI Management ▪ Submittal Management ▪ Meeting Management ▪ Scheduling ▪ Change Orders ▪ Pay Applications ▪ Monthly Reports ▪ Correspondence ▪ Punch Lists ▪ Closeout Construction Management The following is our typical approach to providing construction management / resident engineering services. Suggested tasks include: ▪ Task 1: Constructability / Value Engineering Review / Permits / Right-of-Way Certification ▪ Task 2: Construction Scheduling ▪ Task 3: Project Inspection & Quality Assurance/ Quality Control (QA/QC) ▪ Task 4: Contract Administration & Project Documentation ▪ Task 5: Claims Management ▪ Task 6: Contract Close-out Construction Observation Materials Testing CONSTRUCTION MANAGEMENT Assist City with Advertisement & Award Project Kick- Off Meeting Schedule & Submittal Review Recommend Final Approval Progress Payment Review Payment Recommendation Punchlist Review Project Close Out Constructability Review Construction Quality Assurance CITY OF PALM DESERT Page | 36 On-Call Support Services for Development Services and Public Works, Project No, 800-22 The following table details our typical construction management and support services approach: Task I – Preconstruction / Bid Process Phase ITEM DESCRIPTION BENEFITS DELIVERABLE Photograph and Videotape Site Take pre-construction photos and video. Provides documentation of existing conditions in the event of site damage or other issues with claims potential. Photos, dated, with labels, and a video Pre- Construction Submittal Review and Meeting Review contractor’s submittals of project schedule, SWPPP, haul routes, permits, notices, etc. Meet with contractor and engineer. Provides understanding of contractor’s work plan. Confirms design intent and addresses constructability issues. Comments and recommendations. Meeting minutes and actions. Task II – Contract Administration Phase ITEM DESCRIPTION BENEFITS DELIVERABLE Track Quantities Track quantities of completed work for payment, and "force account" work. Provides records for payments, change orders, and claims, thereby minimizing disputes over quantities. List of quantities, tentative agreements for force account Review Contract Change Orders (CCOs) Review proposed CCOs. Recommend needed CCOs. Track cash flow for CCOs. Write CCOs. Issues only necessary CCOs, eliminating unnecessary costs; maintains that CCOs comply with applicable contract requirements. Change orders and a CCO log Process Submittals Review all submittals (shop drawings, samples, mix designs, etc.) for completeness and constructability. Allows timely approval of all submittals needed to maintain the schedule. Submittal approval log Environmental Compliance Monitor for compliance with environmental regulations and contract requirements, such as SWPPP. Follow City BMPs. Complies with environmental laws and regulations. Documentation of compliance with environmental regulations CITY OF PALM DESERT Page | 37 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Task II – Contract Administration Phase ITEM DESCRIPTION BENEFITS DELIVERABLE Labor Compliance Monitor for compliance with the labor laws and contract requirements (e.g., prevailing wage requirements). Complies with labor laws. Verified certified payrolls, employee wage interviews Progress Payments Review contractor's payment requests. Verify completed quantities. Monitors that contractor is paid only for completed, acceptable work. Certified payment request Project Documentation Maintain filing system for organizing and tracking all project documentation. Use filing system conforming to City. Meets needs of oversight agencies. Facilitates ease of document retrieval for dispute resolution. Electronic files, project files/logs Public Relations Answer questions from the public about the project. Participate in public meetings. Assists the City with public relations. Answers to questions from the public Project Coordination Coordinate between City staff, utility companies, stakeholders, and other governing agencies. Fosters effective lines of communication. Project files and documentation Task III – Inspection Phase ITEM DESCRIPTION BENEFITS DELIVERABLE Quality Assurance Inspection Inspect work to monitor compliance with contract documents and codes. Reject unacceptable work in writing, using the Deficiency Log. Monitors that all work complies with contract, and applicable standards. Daily inspection reports; Notices of Noncompliance and the Deficiency Log Progress Photos Take pictures to document contractor's progress and any problems. Videotape, as necessary. Provides proper project documentation in the event of a dispute. Pictures, labeled, with a log CITY OF PALM DESERT Page | 38 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Task III – Inspection Phase ITEM DESCRIPTION BENEFITS DELIVERABLE Materials Testing Have all materials tested for compliance with contract documents. Receive/file required Certificates of Compliance and truck tickets. Satisfies oversight agency requirements and that materials comply with contract. Files of material test reports and certificates of compliance Public Relations Monitor that contractor complies with noise level, dust mitigation, and hour requirements of the contract. Monitors that the project is a good neighbor and will minimize complaints. Documentation on working hours and noise levels Traffic Control Inspect contractor's traffic control systems. Verify systems meet requirements of contract documents. Review detours and other activity related to public health and safety daily, documenting the status in daily reports and pictures. Monitors safe traffic control complying with contract documents and WATCH Manual or Caltrans Traffic Control Manual. Provides documentation in event of an accident and protects public health and safety. Daily inspection reports and photographs Field Coordination Coordinate activities of the contractor, utility companies, survey, and others. Promotes effective communications in the field. Files of written correspondence Task IV – Project Completion / Wrap-Up Phase ITEM DESCRIPTION BENEFITS DELIVERABLE Final Inspection Conduct a final inspection/walk through. Monitors that work complies with the contract, with proper documentation as proof. Punch lists Notice of Completion Assist City in filing the Notice of Completion. Establishes the lien period and payment retention period. Notice of Completion "As-Built" Drawings Review Contractor's red line drawings and submit to designer. Provides documentation for changes to the plans, a permanent record. "As-built" red line drawings CITY OF PALM DESERT Page | 39 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Task IV – Project Completion / Wrap-Up Phase ITEM DESCRIPTION BENEFITS DELIVERABLE Dispute Resolution (upon request) Assist in resolving disputes (e.g., claims documentation, negotiations, litigation support). Monitors that claims are resolved quickly and fairly. Claims briefs, negotiation and litigation/arbitration support Project Files Deliver all project files, including photographs. Provides project records (digital and hard copy). Project files, including electronic files Public Works and CIP Inspection Our inspectors have extensive experience working on diverse projects. They know community needs, safety requirements, and environmental characteristics, and provide inspection services for proje cts, regardless of their construction type or size. They handle all inspection services for city projects, including developments, encroachment permits, overlay, construction, street maintenance, landscape, traffic signal, drainage, wet/dry utilities, parks, water quality, and similar projects. Our staff is dedicated to providing the highest level of customer service and ensuring that all work is in conformance with City requirements and all other applicable design standards, water quality requirements, an d codes with detailed daily reports and photographic documentation provided. Our inspection can be adjusted on fast-track projects to provide a high level of coordination specifically suited to gain compliance with all applicable codes on a shortened timetable. The need to track and assess design changes in the field has created a need for inspectors on these projects to be especially aware of changing conditions. 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. Our inspection team also provides on-call inspection services to cover staff vacation time, peak workloads, specialized inspection activities and o thers as needed. These activities may include: ▪▪ Next-day inspections. ▪▪ Same-day response to important or urgent inspection requests . ▪▪ Inspections of a clearly urgent nature (emergencies, serious life-safety concerns, etc.). CITY OF PALM DESERT Page | 40 On-Call Support Services for Development Services and Public Works, Project No, 800-22 INSPECTION CERTIFICATIONS MAINTAINED BY OUR INSPECTORS ▪ Qualified SWPPP Practitioner (QSP) ▪ Certified Inspector Soil and Erosion Control (CISEC) ▪ Certified Erosion, Sediment, and Storm Water Inspector (CESSWI) ▪ Trenching and Excavation Competent Person ▪ Confined Space Competent Person ▪ California Landscape Contractors License ▪ Cal OES Damage Assessment ▪ Journeyman Carpenter ▪ Caltrans Resident Engineers Academy ▪ License c27 and c53, CET (Certified Horticulture / Greens Keeping) ▪ SWPPP Certified ▪ AQMD Certified (PM-10) ▪ Various ICC Certifications (Combination, Building, Electrical, Mechanical, Plumbing) ▪ Nuclear Gauge ▪ CPI Certified Paver Hardscape Installer ▪ Certified CPR - Medical Response ▪ Certified First Aid - Medical Response ▪ AQMD Certified ▪ MSHA Certified ▪ HAZWOPER Supervisor Certified ▪ Maintenance of Traffic for Technicians Certification, National Highway Institute ▪ California State Contractor ▪ AWS Certified Welding Inspector ▪ ASME (Los Angeles City Welding Certifications) ▪ Certified Statewide Earthquake Disaster Inspector ▪ NASSCO-certified I Confined Space I OSHA ▪ Water Distribution Operator Grade III, CA ▪ ACI Concrete Field Testing Technician PROJECT CONTROLS HR Green leverages a variety of best practice to maintain safety, mitigate changes, monitor budget and schedule, and protect your investment. For example, one key tool includes: Constructability Reviews An accurate and understandable set of plans and special provisions is necessary to the success of a construction project. A critical part of this success is to have the plans and special provisions reviewed by an independent third party, then enhanced and corrected prior to letting out to bid. Having this constructability review performed by experienced Construction Professionals will save an owner time and money by avoiding potential extras, contractor requests for extensions of time and contract claims due to errors, omissions, conflicting information, site unknowns or ambiguities. It is important that the constructability review is performed at 90% of plan completion and not sooner, so that it can be assumed by the review team that the designer is confident that the documents are comprehensive with the exception of final, minor details. This provides the best value per hour to the owner. It is also important that the Constructability Review Team is comprised of people who are separate from the design team. This Review Team must know contractor bid strategies, be aware of common field problems, be fluent with methods of payment, be responsible for contract administration and have experience with construction scheduling. CITY OF PALM DESERT Page | 41 On-Call Support Services for Development Services and Public Works, Project No, 800-22 When viewed by Construction Managers and field inspectors with specific expertise and perspective relating to problems encountered during construction, many benefits will be realized, including: ▪▪ Fewer Requests for Information (RFI’s) from the contractor ▪▪ Fewer change orders ▪▪ Fewer conflicts between bid documents ▪▪ Fewer stakeholder issues/impacts ▪▪ Fewer contractor disputes ▪▪ Promoting more accurate, lower bids ▪▪ Increasing competition ▪▪ Averting delays ▪▪ Avoiding redesigns ▪▪ Smoother project closeout A constructability review is a critical component of the design process and should not be overlooked. Hiring independent construction professionals will assuredly save the owner time, money and headaches during the construction of its project. Below are a few examples that can add overall value to your community in this service area: Technology: Our inspectors utilize the latest field inspection apps and handheld devices to document daily logs, pictures, and report findings to project files that are tied digitally to the project design records. Our construction managers enhance planning, scheduling, and risk management through the use of Primavera P6 enterprise solutions, Microsoft Project, and other software platforms. Staffing: HR Green staff is trained using best practices of project management following the Project Management Institute’s Project Management Body of Knowledge (PMBOK). We integrate early planning, monitor, analyze and report key success measures; and we provide efficient team management and leadership. Moreover, our staff possess knowledge of the diverse construction trades, geotechnical conditions in coastal areas, and the construction management and inspection proficiency to provide turnkey services. We regularly incorporate construction management staff during the construction phase to provide constructability review feedback to mitigate or avoid construction phase issues that would otherwise lead to cost overruns or scheduling delays. We will align the right staff with the requisite qualifications to deliver successful construction projects. Transparency: Given ongoing construction citywide, informing constituents and mitigating construction impacts to the public, and promoting well-informed decisions, we can help you report capital and land development projects onto a GIS-based map and post on the City’s website. CITY OF PALM DESERT Page | 42 On-Call Support Services for Development Services and Public Works, Project No, 800-22 NPDES Compliance and Stormwater Given strict water quality mandates and that the City’s storm water system feeds into the Whitewater River Basin, as a co-permittee it is important to comply with the Riverside County MS4 Permit and other requirements, including, but not limited to, annual storm drain/channel maintenance, monitoring of permanent and temporary BMPs, and industrial/commercial facilities inspection. HR Green provides programmatic solutions to a city’s storm water quality needs. This includes developing and implementing storm water programs in compliance with NPDES requirements; responding to RWQCB directives and citizen concerns; representing the City on Permittee Committees; coordinating inventory of City municipal, residential, industrial, and commercial facilities; reviewing City Ordinances, General Plan, and Standard Conditions of Project Approval for compliance with NPDES; prepar ing annual reports per mandated regulations; preparing and/or reviewing SWPPPs and Water Quality Management Plans; and coordinating outreach and inspection efforts associated with commercial/industrial facilities. For field inspection a premium is placed on close communication; community education/outreach; accurate and detailed findings; accessibility to inspection forms and photographs; and Final Reports. For CIP projects our inspectors monitor sites to monitor that temporary BMPs are installed and maintained while permanent BMPs are constructed per local standards and specifications. For industrial and commercial facilities each business is notified per the City’s ordinances by letter giving them the date, time, and reason for the inspection. The letter will state that the inspector will be a representative of the City and any costs. Prior to the inspection, our coordinators and inspectors familiarize themselves with the facility by reviewing the database that exists in the City’s files and uses a check list to correspond with the listed BMPs at the facility. They also complete the first section of the inspection forms with the business’ general information. During the site visits, our inspectors meet with the business manager or responsible party and int roduce the City's stormwater program as well as distribute the necessary educational materials. Our inspectors then verify the site information with what is provided in the City's database, perform a thorough examination of the facility and all outdoor activities which could potentially generate urban runoff pollution, evaluate the NAICS codes to verify that it correctly reflects the business' principal activity, evaluate onsite BMPs and staff training, and review the site's SWPPP and storm water monitoring program. At the completion of the walk- through, the inspectors will recommend corrective actions and provide a photocopy or fax of the inspection report for the business' records. Each inspection will take from one-half to two hours with an average of one hour per inspection portal to portal. After the inspections are completed our coordinator/analyst will meet with our inspectors on a weekly basis and update the City's database with the new inspection information. A Final Report will also be prepared summarizing all the commercial and industrial inspection results, violations, education efforts, and BMP assessments. CITY OF PALM DESERT Page | 43 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Staff Development / Training: While key aspects of the NPDES program are overseen by a registered civil engineer and QSD/QSP certified staff, it is important that many field observation tasks be handled by inspectors who not only have extensive experience in the construction trades, but also are proficient with the latest NPDES requirements. HR Green can support and provide staff training and obtaining required certifications to monitor and accurately report compliance with the MS4 Permit. Documentation / Technology / Enhanced Processes: Given the diverse array of construction activities and permanent BMPs, there may be opportunities to simplify compliance by standardizing BMPs for field activities and implementing a field inspection app to streamline report preparation and tracking. Another best practice is mandating that all trades are SWPPP-certified in order to be on construction sites. HR Green is capable of providing this training through the City. This helps document compliance with proper credentials for auditing purposes. Another opportunity could include establish a deposit / contingency for environmental compliance efforts associated with after-project site remediation, if needed. Federal / State / Local Funds Management HR Green has a long and successful history of working with clients to develop and implement successful funding strategies for California communities. Our strategy focuses on securing and managing funds through a combination of competitive grants made available at the federal, state and local level, utilizing local financing tools, and leveraging alternative service delivery and funding models The hallmark of HR Green’s approach to project funding is based on the following actions: ▪▪ Identify funding options that meet the needs of the community and the project. Frequently, communities chase funding rather than identify how potential funding sources are a good fit for the project and the community. For example, determining the type of funding associated with a program, its eligibility requirements, reporting requirements, funding history, etc., can help the community assess if the anticipated use of funds meets a project need and the administrative responsibilities associated with securing funding are not burdensome for administrative officers. ▪▪ Determine if the funding source(s) are consistent with the project needs and the community’s capabilities. HR Green works with steering committees, city councils or project committees to outline funding options, discuss advantages and disadvantages associated with each funding option, eliminate the least desirable funding options and select finalist funding options for further pursuit. ▪▪ Prepare a funding strategy that focuses on implementation. HR Green works with our public agencies to prepare a tailored funding strategy, including a proposed schedule of activities and listing of milestone events. These efforts typically involve meeting with administrative staff and elected officials. ▪▪ Preparation of successful funding proposals. Our process of evaluating funding opportunities does not simply consist of grant preparation. To the contrary, HR Green spends considerable effort asking the right questions of grant makers, examining past funding commitments and develo ping text that reflects your needs and its consistency with past funding awards. CITY OF PALM DESERT Page | 44 On-Call Support Services for Development Services and Public Works, Project No, 800-22 The same is true in our efforts to leverage federal appropriations. HR Green has an experienced representative in Washington, DC that has relationships, and a familiarity, with the appropriations process to attract federal funds to projects. ▪▪ Ongoing contact with fund program managers. Our effort does not end with the submission of the funding proposal. Often, staff will contact the grant maker to monitor that there are no unanswered questions and to strive to keep the review moving forward. Traditional Funding Sources Our client cities maximize the use of Measure, SB 1, CDBG, HSIP, and Gas Tax monies to fund high -priority infrastructure needs to advance critical projects. In addition, HR Green staff has prepared applications and obtained millions of dollars in new funding through Caltrans, Metroplitan Planning Organizations, regional transportation agencies, MTA, CDBG, HSIP, CalRecycle, and other grant programs to support Safe Routes to School and Active Transportation Program (ATP) projects, beverage container recyclin g, and “green,” cost-effective pavement rehabilitation methods. Alternate Funding Sources In our role city management and department director roles we also look at the big-picture and strategies to leverage alternative funding sources, such as public-private partnerships, shared-service models, contractor agreements, developer agreements, and interagency agency agreements. HR Green is also closely monitoring the American Rescue Plan Act (ARPA) and infrastructure grant programs as they move throu gh the current administration and will advise the City as soon as more details are available. Example: On May 18, 2017 the Jurupa Valley City Council approved an Amendment to the Franchise Agreement with Burrtec Waste Industries. Representing the City, HR Green conducted negotiations that improved service levels, largely maintained the existing rate structure, and significantly increased revenue to the City. Amendment highlights Include: ▪ Transition from a two-hauler system to a one-hauler system citywide by July 1, 2022. ▪ Rate freeze on residential rates until June 30, 2018, with a 5% maximum annual increase cap. ▪ Up front revenue payment in the amount of $1.7 million, enabling the City to acquire the City Hall property. ▪ An increase in the franchise fee rate from 8.5% to 15.25%. This will more than double the annual franchise fee revenue from $850,000 to an estimated $2,000,000. ▪ Introduction of a comprehensive organics recycling program and other strategies to comply with increasing State regulations. Example: As Placentia’s Owners Representative for the award-winning $500 million OC Bridges program, HR Green was able to negotiate additional funding from OCTA to accommodate sustainable infrastructure improvements and mitigate construction impacts. Example: For agencies in numerous states we have successfully institutes multi-agency agreements or public private partnerships to share costs in order to create regional solutions benefiting their constituents. CITY OF PALM DESERT Page | 45 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Virtual City I Contactless Service The COVID-19 pandemic has necessitated that municipalities and counties develop alternative methods to safely deliver public services to their residents, contractors and development communities. Moreover, while sales and transient occupancy taxes have been in freefall, agencies must maintain revenue streams and protect economic development by keeping projects moving forward which also helps residents stay employed. HR Green can help leverage current techniques as well as innovative approaches to touchless permit and project service delivery with an eye toward how these techniques will benefit the community after COVID-19 safety restrictions are lifted. With many cities under lockdown, public safety is paramount and understandably the highest concern for city managers, mayors and city council members. However, how does an agency keep its virtual doors open for business when it’s not safe to keep the physical doors open? Digital solutions for services such as permitting, plan checking, inspection and related services that are necessary for the agency’s economic survival: fees, commercial development, property taxes and transient occupancy taxes. While not a panacea, digital strategies such as permit tracking software, remote inspection techniques and cloud based plan checking have allowed many agencies to provide these services without physical contact with their customers, thereby keeping their doors open virtually until it is deemed safe to meet with customers in person. By following best practices, including incorporating a well implemented permit tracking software system, an agency can gain greater efficiency for staff, greater flexibility for applicants trying to access services and overall greater transparency of operations. While these outcomes are critic al during a pandemic or public emergency, agency leaders should anticipate that virtual municipal services, available 24 hours a day seven days a week, will likely be the expectation of constituents post -pandemic. Our staff have helped nurture the change management and implementation of various digital solutions to enhance service delivery and back office efficiencies. Fiber I Broadband I “Smart City” Consulting I ITS Our staff has developed bid documents, overseen bidding, and installed new signal master systems, traffic operations centers, radio communications for traffic signals, and fiber optics communication systems. This includes developing and managing a collocation program that installed 50+ miles of conduit at little to no cost to a City, as well as state-of-the-art ITS systems and Traffic Operations Center. CITY OF PALM DESERT Page | 46 On-Call Support Services for Development Services and Public Works, Project No, 800-22 HR Green maintains a national footprint in the provision of turnkey fiber and broadband consulting, from visioning, strategic planning, and policy development to networking engineering, construction oversight, smart city implementation, and asset management. Nationally, our staff has served cities, counties, special districts, and DOTs from a fiber and broadband pers pective. Some of our current / recent related experience includes: ▪ Fiber Master Plan, City of Pico Rivera ▪ Small Cell Review and Public Policy Development, Various California cities ▪ Presentation to the Western Riverside and South Bay Cities Council of Gove rnments and national symposiums, on future proofing options to leverage emerging technologies and smart city solutions ▪ Program management to a large metropolitan city for citywide fiber master planning ▪ Member of Inland Empire Broadband Consortium ▪ Network engineering under an accelerated schedule for a citywide fiber network (650,000 population) ▪ Coordinating regional fiber expansion with multiple agencies along a state highway Many agencies own significant assets which have recently become vastly under -utilized and under-valued, thanks to technological advancements. Statewide, there are thousands of utility -related assets (e.g. underground conduits, streetlights, and fiber optic cables) that can easily be upgraded to serve a wide variety of new purposes that were unforeseen until recent years. It is now possible to not only provide all the telecommunication needs of the public agency, as well as broadband Internet services to the community, while providing a significant economic development advantage to the public agencies choosing to exploit these exciting new opportunities. Small Cell I 5G Consulting The September 26, 2018 FCC Small Cell Preemption Order is meant to accelerate small cell and 5G deployment nationally. However, the Order shortens the time agencies must process applications for small cells, limits permit and recurring fees for small cell deployments, prohibits agencies from assessing fees that include anything other than a “reasonable approximation” of “reasonable costs”, and limits aesthetic review and requirements of facilities. However, HR Green has helped cities maintain a significant amount of authority and flexibility by still negotiating win-win outcomes that benefit carriers while addressing key community concerns, such as aesthetics, availability of high-speed telecommunications, and public safety. This has included, but not been not limited to public policy development, design standards development, plan review, permit processing, colocation agreements, and construction inspection. Simulation showing potential results to aesthetics of small cell deployment CITY OF PALM DESERT Page | 47 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Smart Lighting With the deployment of small cell and 5G telecommunications now imminent, street lighting systems nationally are being re-assessed as potential transmitter locations for future wireless cellular and fixed broadband telecommunications sites. As a result, many cities are municipalizing their streetlights, then leasing those locations to their incumbent carriers and creating new sources of revenues, which, in turn can often help offset the cost of illumination itself. Other cities are exploring options to reduce their energy “footprint,” embracing “green initiatives” and “dark skies” technologies while potentially reducing their street lighting costs significantly. Many cities are now rethinking the entire topic of public illumination. In addition to the usual cost savings, cities are now positioning themselves for a paradigm shift in street light-based emerging or “smart” technologies. Other cities are repurposing their streetlight underground conduits, using them for new electrical conductors, telecommunications, and/or extending their fiber optic networks. In short, alternatives are available in light of the upcoming changes in technology and small cell placement. HR Green staff members have been featured speakers at dozens of professional association seminars discussing the latest best-practices for municipalized and/or innovative use of street lighting. We have worked closely with nearly 20 cities on an intergovernmental streetlight initiative by organizing and developing strategy sessions to help positio n these municipalities to purchase thousands of streetlights from energy companies and adapt new technologies, such as LEDs and “Smart lighting.” We can assist cities by analyzing their existing streetlight systems to determine the scope of the issues relating to the placement of small cell towers within the City, many possibly using the street lighting infrastructure as its backbone. * Graphic by IntelliStreets, Inc. CITY OF PALM DESERT Page | 48 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Quality Control Our Quality Control program will provide a framework for project requirements; risk management; project controls; value engineering; and Quality Assurance/Quality Control (QA/QC). We have worked with numerous public agencies to enhance quality control procedures that address specific agency needs for a full life lifecycle (concept planning, master planning, design, project management, construction, operations and maintenance). We will develop a project-specific Quality Plan and risk management plan. This mini plan will be an extract of a quality control plan – a plan that is also used as a design guideline as well. This plan establishes the design, plan layout, and critical elements of the quality control review process. We will confirm the adequacy and clarity of established standards and controls for the project scope and implementation procedures for the entire team. Each submittal will be reviewed by our staff members who will recommend revisions and make revisions. They will check for product quality, sound reasoning, logical assumptions, compliance with applicable technical methodologies, and adherence to scope. The mini plan will be updated during the various stages of submittal to meet the changing conditions encountered throughout the project life cycle. This is a continuous process focusing of communication and reporting to tie the process together. Upon project completion, our staff will capture project successes and areas of improvement to incorporate lessons learned into the QA/QC guidelines for future City work. Peer Review: Our QA/QC team members bring nearly 90 years of applicable experience reviewing the design of infrastructure projects for more than 50 Southern California agencies. They have developed and managed internal design and construction QA/QC processes for consulti ng engineering firms. Upon notice- to-proceed, our QA/QC Team, Project Manager, Lead Engineer, and the City will begin the QC process at the scoping stage and continue implementation throughout the life of the project. This allows us to operate from the “big picture” perspective giving us greater flexibility to apply and discover innovative ways to meet the City's project needs while implementing cost- and time-saving measures. Design Risk Management: At the project identification and initiation stage, we will hold a meeting with a team of experts and stakeholders to discuss potential project issues and risks that may have an impact on the proposed schedule, budget, and success of the project. Project issues may involve buyoff from uninvolved 3rd parties or agencies, geotechnical issues, rising construction costs, permitting, and/or other work going on in the project area. Once issues/risks are identified, a plan will be put in place and incorporated into the project management plans and schedule to manage, monitor, and when needed, elevate these issues in order to reduce/eliminate possible risks. Quality Control Measures Quality Control Management Plan Regularly Update Schedules Internal Resource Allocation Meetings Risk Management Matrices Action Item Lists Progress Meetings and Reporting Meeting Follow-Up Value Engineering Budget Tracking Peer/Constructability Reviews CITY OF PALM DESERT Page | 49 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Our Proposed Transition Plan HR Green will assign a transition management team (Contract Manager/Principal-in-Charge, Project Manager, and Key Service Area Managers) with expertise in transitioning comprehensive departmental services from one service provider to another. This experience includes 20+ agencies (e.g., newly incorporated cities, change in consultant providers and related transitions, county-to-city transitions, modified service delivery options, inter-local agreements, strategic public-private partnerships). Our team will meet with the City to: ▪ Confirm our understanding of your needs, expectations, and performance benchmarks. ▪ Assess alternative service delivery options and cost-benefit analyses for any desired process improvements (Adjustments to current staff composition and levels? Incorporate new best practice tools, such as electronic plan check, web-based field inspection reporting, new reports/ metrics? Targeted workshops? Customer service input enhancements? Training?). ▪ Maximize continuity should the City so desire, we are open to hiring consultant personnel at the City interested in joining HR Green. ▪ Mobilize applicable staff on-site at City Hall/offices (Note: Support staff will work from an office in close proximity to Palm Desert). ▪ Meet with the community in a workshop setting to introduce our team and set goals and expectations moving forward. ▪ Collect, transfer, review, and manage all project data to assess status at transition date, determine remaining work to be completed, and optimal way to complete this work in a seamless manner . Since the current consultants may have collected fees for permits already issued or initiated CIP projects already in process, there will need to be an evaluation of their status. There are two possible approaches: 1. The current consultant may be used during the transition period to complete the inspections of permits already issued and/or complete in-process CIP projects. 2. HR Green can complete the inspection of permits already issued and/or finish in-process CIP projects. Based on our experience, it is most cost effective and efficient to use the second approach. What we want to make sure of is that the City not “double pay” for any services. We will meet with the previous consultant to evaluate each permit that has already been issued and for which fees have been collected. An extent of work that has been completed will be assigned to each permit. HR Green will complete all remaining work. The previous consultant will be required to refund the proportionate amount of fees collected to the City to cover the cost of all remaining work. The City will be assured th at it will not double pay for any services for which fees have already been collected. This gives the City the needed time to transition services to HR Green, in the right manner, and provides the best services possible to the community. We will leverage proven processes to review the status of Building and Safety, Engineering, and Public Works projects and code compliance cases, and implement the most applicable approach to conduct services in a manner consistent with the City’s ordinances, policies, and past practices. Finally, we will meet with City representatives to present our findings and recommendations. This critical phase will be performed at no additional cost to the City. CITY OF PALM DESERT Page | 50 On-Call Support Services for Development Services and Public Works, Project No, 800-22 KEY TRANSITION ACTIVITIES General Assessment Management & Financial Operations Organizational Processes / IT Community Relations Logistical Matters ▪ Identify and collect data ▪ Review active files ▪ Gather information ▪ Drive City ▪ Prepare list of outstanding items ▪ Hold “all hands” department meeting ▪ Finalize invoice processes, formats and details ▪ Analyze financial aspects of permits and work performed to date ▪ Prepare schedule of events and activities ▪ Identify any special needs the City may have ▪ Meet with City to coordinate activities ▪ Review building permits and status for completion ▪ Review and evaluate handouts ▪ Review any related agreements ▪ Review other documents ▪ Confirm staffing priorities ▪ Hold meetings and introductions with staff ▪ Finalize staff assignments ▪ Establish relationships with other stakeholders ▪ Review processes and counter coordination ▪ Establish interface with contractors and other service providers ▪ Identify/collect data ▪ Review IT needs ▪ Evaluate current system status and data ▪ Identify any permitting systems needs ▪ Review permitting data and use ▪ Prepare any related announcements ▪ Establish open house plan(s) – if any ▪ Meet committee members ▪ Connect with other agencies ▪ Meet community groups and organizations ▪ Determine any office space needs ▪ Purchase IT equipment, as needed ▪ Purchase any related software ▪ Coordinate internal logistics ▪ Make any related capital purchases CITY OF PALM DESERT Page | 51 On-Call Support Services for Development Services and Public Works, Project No, 800-22 Schedule Control HR Green employs proven best practices and a proactive plan to control project schedules . Utilizing Microsoft Project and Primavera P6 enterprise solutions, the schedule will specifically include QC deliverable milestones and critical path that list the significant QC activities, including task level reviews, project manager and constructability reviews, schedule reviews, budget reviews and, most importantly , construction document reviews. We will develop, resource load, baseline, and consistently monitor the progress of the project. Our schedule update is essential to give the City an overview of the project status, issues, budgets and, most importantly, delivery date. We consistently incorporate best practice tools (implementation of policies, procedures, and standards) in our assignments. This flexibility and adaptability adds great value in responding to changing needs without missing a beat. We maintain effective and open communication with stakeholders early on so they understand the latest standards and requirements, and are receiving the requisite supporting data and documentation to expeditiously move forward with construction and compliance with design standards. One of the most helpful ways to keep projects on track is to establish open communication early and often (verbal and comprehensive written documentation/ correspondence) throughout the design and construction process. Establishing a positive rapport and working relationship at the initial and subsequent meetings will promote constructive dialogue between stakeholders. Mutual buy -in can be established on areas of concern, performance expectations, goals, action items, methods of construction, design standards, code interpretations, milestones, etc. Our staff will serve as a facilitator and problem-solver to maintain forward momentum. They will visit the site to determine the improvements are practicable to existing site condit ions and will try to anticipate issues to avoid future disputes. HR Green also possesses a deep bench of in-house resources. We can call upon additional staff or specific technical proficiency from any of our 15+ offices to get your project back on schedule, if needed. As discussed earlier, HR Green will implement the most appropriate proven best practice tools and technologies to reduce paper, save time and money, enhance collaboration; and streamline communication and service delivery. Some of these items include, but will not be limited to: ▪ Electronic plan check. ▪ Permitting software. ▪ Maximize usage of City’s mapping and integration platform and decision-making tool to track data and identify trends in CIP, permit, and maintenance activity; infrastructure assets; actions; and results. ▪ Tracking logs. ▪ Smartphone and tablet-based field applications. ▪ Monthly progress reports ▪ GIS interface to track data and manage infrastructure assets 6. Fee Proposal CITY OF PALM DESERT Page | 52 On-Call Support Services for Development Services and Public Works, Project No, 800-22 6. Fee Proposal As requested in your RFP, our fee proposal is uploaded (.pdf file) as an attachment separate from the proposal. 7. Appendices CITY OF PALM DESERT Page | 53 On-Call Support Services for Development Services and Public Works, Project No, 800-22 7. Appendices a. Litigation HR Green Pacific, Inc. has no litigation history for any claims filed by our firm or against our firm related to the provision of services. b . Project Team Resumes On the following pages, please find resumes of key personnel/support staff. CITY OF PALM DESERT Page | 54 On-Call Support Services for Development Services and Public Works, Project No, 800-22 TIM JONASSON, PE I Project Manager Education I Registration Masters, Business Administration I Bachelor of Science, Civil Engineering I Registered Civil Engineer, CA #45843 A long-time Coachella Valley resident, Tim has 30+ years of development management, plan review oversight, design, CIP program management, design management, NPDES/water quality compliance, and construction management experience of municipal public improvement projects, including roads, drainage, water, sewer, traffic, grading, parks, recreational facilities, parking lots and parking structures. Tim has been a two-time President of APWA’s Coachella Valley Chapter, worked extensively with CVAG and Coachella Valley cities to drive regional collaboration, and recently served as a speaker on Smart City solutions to the APWA Coachella Valley Chapter. He is a consultant to CVAG and formerly chaired CVAG’s valley-wide signal synchronization subcommittee while advocating for expanded uses, including high speed broadband, that a fiber optic signal interconnect system could ultimately support. Interim Public Works Director, City of Palm Desert, CA. Interim Public Works Director managing the day-to-day departmental operations. This included the planning, design, and construction of CIP and land development projects. He assisted in facilitating the implementation of TRAKiT as well as the design and construction of CIP projects. Development and Public Works Services, City of La Quinta, CA. Public Works Director/City Engineer for 15 years. Oversaw a Capital Improvement Program (CIP) budget of $14.7 million and a department operating budget of $5.3 million. He provided expertise and guidance to the executive team and City Council with additional responsibility for flood plain administration, storm water protection compliance, approval of plans for capital projects and private development and administration of Lighting and Landscape District. He served as a working director leading a department of 27 full-time employees (Public Works, Planning & Building) while providing oversight of all private development entitlement and permitting, contracts for capital project management, construction inspection, traffic engineering, fleet maintenance, and street and landscape maintenance. This included implementing TRAKiT for plan/map review services. He also worked closely with the Coachella Valley Water District and Imperial Irrigation District which supply water/sewer and power to the City, respectively. Some of his key initiatives included ▪ Instituting the Americans with Disabilities Act (ADA) Transition Plan to improve all city facilities including public buildings, parks and sidewalks to current ADA standards ▪ Providing project management for the SilverRock Resort, the City’s largest redevelopment project, a $100 million investment of an Arnold Palmer designed golf course, which opened in 2005, and continuing with private luxury hotels, residential and commercial retail components. ▪ Reviewed and approved new commercial development and redevelopment of virtually all commercial centers along Highway 111 all of which often involved extensive upgrades to the parking lot landscaping, circulation and striping. Development Services & Economic Development, City of Jurupa Valley, CA. Senior Manager working closely with the Public Works, Engineering, Planning and Building and Safety Departments to facilitate the delivery of public and private projects as well as multi-agency coordination. Also led the City’s effort to update its development review processes to be more efficient, transparent and developer friendly to foster economic development in the City. He spearheaded the implementation of Accela. CITY OF PALM DESERT Page | 55 On-Call Support Services for Development Services and Public Works, Project No, 800-22 GEORGE WENTZ, PE I Principal-in-Charge Education I Registration Master, Public Administration I Bachelor of Science, Civil Engineering I Registered Civil Engineer, CA, #43273 George has been a long-time Rancho Mirage resident. He brings 40 years of municipal management experience serving various Coachella Valley communities, and is Vice-President of HR Green Pacific, Inc. He has overseen the provision of on-call development and public works services to more than 50 cities and counties throughout Southern California, including various nearby communities and 10+ Riverside County agencies. He has served as City Manager, Assistant City Manager, Public Works Director, City Engineer, Building Official, Planning Director, Traffic Engineer and Economic Development Manager. 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. He is recognized in the field as having a unique talent in working well with City Councils, boards, commissions, committees, ad-hoc groups, managers, and staff to achieve desired agency results. He has focused on the master planning and implementation of high-profile, revenue-producing developments, golf courses, and mixed-use resort communities and facilitated the operational efficiency of public works departments and delivery of CIP projects. In addition, he 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, constructability, and scheduling efforts. CITY OF PALM DESERT Page | 56 On-Call Support Services for Development Services and Public Works, Project No, 800-22 STEVE LORISO, PE, QSD/QSP I Development & Public Works Services Leader Education I Registration I Certification Bachelor of Science, Civil Engineering I Registered Civil Engineer, CA #64701 I Qualified SWPPP Developer/Practitioner (QSD/QSP), CA #00503 Steve has over 20 years of design, CIP project/program management, design management, plan review, NPDES/water quality compliance, and construction management experience of municipal public improvement projects. Steve has managed the implementation of the Municipal Separate Storm Sewer System (MS4) Permit for various municipalities; performed review of compliance documents for private and public developments and acted as the owner's representative and liaison between design teams and general contractors on facility and infrastructure construction projects. Steve has served as a City Engineer to the Cities of Hemet and Jurupa Valley and has overseen the design of CIP infrastructure for 15+ Southern California agencies. Varner Road Street Improvements, City of Indio, CA. Project Manager for street improvement and widening project involving the design, contract administration, and construction management of one mile of frontage road parallel to Interstate 10 as well as drainage, signing and striping, and right-of-way acquisition. City Engineering, City of Jurupa Valley, CA. City Engineer responsible for managing City’s Capital Improvement budget, plan checking of land development projects, overseeing the design and const ruction of all capital projects, facilitating the MS4 Permit and stormwater quality compliance requirements, and grant writing/administration. Some design projects have involved improvements to arterials/corridors and incorporation of Complete Streets elements. Coordinated the design and construction of Jurupa Community Services District $60 million water and sewer CIP Program, comprised mostly of water and sewer pipeline (new and replacement) within the City right-of-way. Project Manager for design and construction of nearly $750K worth of drainage improvements. The drainage improvements were necessary to protect private properties that continually experienced flooding. Since many of the areas that experience flooding throughout the City are rural with urbanized improvements, installing conventional drainage improvements (i.e., connection to existing drainage facilities, etc.) was not feasible. Therefore, engineering creativity was employed by utilizing infiltration devices in order to mitigate the storm flows to a manageable and safe level. City Engineering, City of Hemet, CA. City Engineer responsible for managing City’s Capital Improvement budget, plan checking of development projects, and overseeing the design and construction of CIP projects. Program Management, Design, and Construction Management, City of Pomona, CA. Contract Program Manager for the City’s Utility Services Department responsible for the design and construction of various sewer and water projects. Handled project analysis, RFP preparation and evaluation, project coordination, and City Council award and advertisement of bid packages. Also, served as Project / Program Manager for the design and construction management of CIP projects, the Gold Line, and plan check. Program Management, City of Lake Elsinore, CA. CIP management, project management, quality assurance/quality control, and construction management to help prioritize and program of CIP road and drainage projects involving a large backlog that needed to be expedited through design and construction. Program Management, City of Diamond Bar, CA. Project Management for the augmentation of engineering staff to handle a wide variety of day-to-day tasks associated with CIP management support, design drafting (as-builts, base maps, etc.), permit processing, utility coordination, and land development coordination. CITY OF PALM DESERT Page | 57 On-Call Support Services for Development Services and Public Works, Project No, 800-22 ED BARRETT I Broadband Services Leader Education Bachelor of Science, Journalism Ed has more than 10 years of telecommunications experience working with local communities and carriers. As the Practice Leader of HR Green’s Fiber and Broadband Services national service line, he has worked with clients ranging from the smallest of small towns to million - plus urban counties who are studying and deploying broadband as a way to enhance the lives of their constituents and grow into the Gigabit Economy. He is a recognized thought leader nationally and is a speaker at national and regional conferences. Ed has served as Principal and/or Project Manager for 30+ fiber, broadband, small cell/5G, and smart city projects throughout the c ountry, involving visioning, planning, design, program management, construction, and operations phases. Broadband and Fiber Feasibility, Master Planning, and Design, Nationwide. Principal and/or Project Manager for 30+ fiber, broadband, small cell/5G, and smart city projects throughout the country, involving visioning, planning, design, program management, construction, and operations phases. Fiber Optic Master Plan, City of Pico Rivera, CA. Project Manager for the creation of an advanced fiber optic master plan to link its core traffic signal, information technology, streetlights and other assets. The study included the creation of advanced communication policies, including a complete right-of-way ordinance. The Master Plan will provide a roadmap to guide the deployment of fiber optics across the community to support the City’s key operational and technology goals and to serve as a potential backbone for future community-broadband or regional networks Broadband and Fiber Feasibility Study, El Paso County, CO. Project Manager to prepare a study of wired and wireless infrastructure in this geographically and economically diverse county. The project included Visioning and Planning services and focused on the creation of a strategic plan that will guide the County’s P3 efforts to extend fiber and broadband services to underserved areas. Portland Fiber Initiative - Henkels & McCoy, Portland, OR. Project Manager / Principal-In-Charge for this complex, high-volume design project. Henkels & McCoy was experiencing financial and delivery issues with its current engineering subconsultants on this national cellular fiber optic design/build contract for the Portland metropolitan market. Ed led the creation of the project team and quickly ramped up capacity in order to deliver more than 120,000 feet per month of completed design within four months of engagement, meeting and exceeding scheduling and financial commitments. Fiber Deployment Feasibility, Mountain Parks Electric, Inc. CO. Project Manager for this study to help rural electric cooperative analyze the feasibility of two fiber deployment alternatives as part of a multi -year program. CITY OF PALM DESERT Page | 58 On-Call Support Services for Development Services and Public Works, Project No, 800-22 BILL HAYES, CBO I Building & Code Services Leader/Chief Building Official Education I Credentials: Building & Fire Code Academy I ICC CERTIFICATIONS: Building Inspector (expires 04/26/2021) I Residential Plumbing Inspector (expires 08/24/2021) I Residential Mechanical Inspector (expires 08/24/2021) I Certified Building Official (expires 08/24/2021) I Residential Building Inspector (expires 08/24/2021) I Commercial Building Inspector (expires 08/24/2021) I ICC / AACE Property Maintenance and Housing Inspector (expires 08/24/2021) Bill brings 18 years of supervisory experience of the daily operations of the Building, Code Enforcement and Housing Inspection Departments for various Southern California cities, including La Quinta. His experience includes counter service, permitting, plan check, field inspection, code interpretation, departmental management, and gathering of data and completing required reports. Bill has served as a Chief Building Official for 12 municipalities and was the recipient of the State of California Helen Putnam Award for Innovation. Bill has developed training materials and procedure manuals for staff and trained Building and Code Enforcement staff on customer service policies and procedures. Building Plan Check, City of La Quinta, CA. Project Manager for on-call building plan review focused extensively on City’s signature mixed-use development, SilverRock Resort (hotels, residential development). Comprehensive Building & Safety Services, City of Jurupa Valley, CA. Project Manager for comprehensive Building & Safety administration, plan check, inspection, permit processing, and code enforcement. The City has experienced rapid development (major mixed-use development, commercial/industrial complexes) since incorporation. Building & Safety Services, City of Moreno Valley, CA. Project Manager for Building & Safety and Permit Technician Services. This includes reviews of plans for any and all types of structures and inspections of various residential and commercial sites for compliance with all local ordinances and State and Federal laws pertaining to Building Safety and applicable ordinances. Comprehensive Building & Safety Services, City of Laguna Hills, CA. Project Manager/Building Official overseeing all aspects of the Building Department, including 100% electronic plan review, inspection, and permit processing. Also, helped implement updates to current building codes and ordinances and regularly provides code intent and how best to apply construction means and methods. Comprehensive Building & Safety Services, City of Palos Verdes Estates, CA. Project Manager for full- service Building and Safety services, including Building Official, plan check, inspection, and permit counter support. This is part of a 5-year contract HR Green holds with the City with an option for a three-year extension. As part of this contract, HR Green enforces codes, provides building and safety services, performs inspections, maintains records concerning construction permits and building code administration, and keeps daily logs of building permit and inspection activities. Building & Safety Services, County of Orange, CA. Project Manager for plan check and inspection of County’s largest land development, 23,000-acre Ranch Plan (100% paperless platform to meet expedited 5/3/1 review schedule requirements). Coordinate electronic plan review, building i nspection, and multiple permit technicians staffing the Building counter. Building & Safety Services, Various Southern California Agencies. Manage a combination of Building Official, administration, plan check, permit processing, inspection, and code enfor cement for the County of Los Angeles; and the Cities of Redlands, Pico Rivera, Santa Fe Springs, Garden Grove, Industry , and Covina. CITY OF PALM DESERT Page | 59 On-Call Support Services for Development Services and Public Works, Project No, 800-22 CHASE KEYS, PE I Project Engineer/Plan Reviewer Education I Registration Bachelor of Science, Civil Engineering I Registered Civil Engineer, CA #90593 Chase brings comprehensive experience in CIP Program Management, design management, plan review, and construction management experience of municipal public improvement projects. His experience includes a multi-faceted involvement with Engineering and Public Works Departments as well as NPDES compliance operations. Types of projects include roads, drainage, water, sewer, traffic, and parking lots. Chase has helped prepare grant applications for federal, state, and regional funding. Moreover, he has assisted in both the office and field on const ruction projects, and processed paperwork through Caltrans Local Assistance and regional transportation agencies. He has served as CIP Manager for the Cities of Jurupa Valley and Hemet and has also served on site at the Cities of Lake Elsinore, Palos Verdes Estates, and Beaumont in delivering a broad array of CIP and land development projects. He has also served the County of Orange in reviewing plans. CIP Management, City of Jurupa Valley, CA. CIP Manager responsible for managing City’s Capital Improvement budget and overseeing the design and construction of all capital projects including grant writing/administration. Chase is involved with the projects from conception and budgeting through construction management and close out. Manages wide array of projects from minor traffic signal modifications to multi-million-dollar street improvement projects. In 2016-2017 Chase managed and designed roughly $8,000,000 of residential street rehabilitation projects th rough seven project phases. This work included performing a pavement evaluation on every residential street within the 45 square mile City to determine the priority list of projects to be included in the program. CIP Management, City of Hemet, CA. CIP Manager responsible for managing City’s Capital Improvement budget and overseeing the design and construction of all capital projects including grant writing/administration. Coordinates projects from conception and budgeting through construction management and close out. Manages a wide array of projects, including the City’s water/sewer system. In this role Chase oversees all of the City’s annual neighborhood pavement rehabilitation projects. Miscellaneous CIP Projects, City of Rancho Cucamonga, CA. Project Manager for preparation of an HSIP Cycle 10 grant application, design of ADA improvements in relation to the pavement rehabilitation on Church Street, design of various traffic signal modifications, and improvements to Hermosa Avenue including widening and addition of on-street back-in angle parking stalls. Miscellaneous CIP Projects, City of Azusa, CA. Project Engineer for the design of various CIP projects including a parking lot analysis and follow-up parking lot design at Azusa Avenue and 5th Street and the design of various pavement rehabilitation projects, including comprehensive re-striping plans. Towne Avenue Street Improvements, City of Claremont, CA. Project Manager for the City’s complete streets project on Towne Avenue from Foothill Boulevard to Base Line Road. The project included pavement rehabilitation, ADA improvements, traffic signal modifications, modification to existing raised center median, new raised median to create a Class IV bike lane, signing and striping improvements, and complete landscape and irrigation plans. Holt Avenue Median Improvements, City of Pomona, CA. Project manager for the conceptual design of approximately 4 miles of new raised center median along the Holt Avenue Corridor as part of the City’s corridor specific plan. The project included a thorough traffic analysis of the corridor including taking 24-hour turning movement counts at 85 intersection and 60 private driveways, traffic forecasting, and traffic model development to document existing, future no-build, and build conditions. In total four concepts were prepared working closely with both City staff and the public in order to determine the final build concept. CITY OF PALM DESERT Page | 60 On-Call Support Services for Development Services and Public Works, Project No, 800-22 TINA YORK, PE I Civil Plan Review Manager Education I Registration Bachelor of Science, Civil Engineering I Registered Civil 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 also performed construction inspection for municipalities. Having overseen plan review services for 40+ agencies, including La Quinta, Rancho Mirage, Cathedral City and 15+ Inland Empire cities, she is recognized as an electronic plan review thought leader by public agencies and the nation’s largest developers. Tina regularly customizes plan review reports and tracking logs, checklists, and budgetary worksheets for tracking inspection 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 using various software applications, including EnerGov, TRAKiT, Bluebeam Revu, Agiline, Accela, NewForma, Adobe, and e- PlanSoft, and has managed the plan review process for Southern California’s largest developments up to 23,000-acres On-Call Engineering Plan Review, City of La Quinta, CA. Project Engineer/Manager responsible for overseeing the development review and processing of citywide projects using TRAKiT, including the high - profile SilverRock Resort. On-Call Engineering Plan Check, City of Rancho Mirage, CA. Project Manager for the review of survey documents and grading plans, improvement plans, and hydrology and hydraulic studies. On-Call Plan Review Services, City of Cathedral City, CA. Plan Reviewer responsible for the review of grading plans, improvement plans, and hydrology and hydraulic studies for subd ivisions. On-Call Plan Review Services, Riverside County Flood Control and Water Conservation District and Riverside County Transportation Department; Cities of Banning, Beaumont, Moreno Valley, Hemet, Corona, Victorville, Hesperia, Pomona, Ontario, San Bernardino, Placentia, Anaheim; County or Orange and San Diego, CA. Plan Reviewer responsible for the review of grading plans, improvement plans, and hydrology and hydraulic studies on an as-needed basis for subdivisions. On-Site Development Services Management, City of Jurupa Valley, CA. Consultant Development Services Manager, overseeing full range of development services for a diverse community of about 45 square miles and population of nearly 100,000 citizens. Coordinate all plan and map check intake, established and update plan review tracking logs, customized submittal checklists, oversee encroachment permitting, establish fee schedule, handle entitlement services and plan review, write Conditions of Approval. Achieve 99% turnaround review schedule success of 1,500+ plan sheets annually. On-Call Consultant Plan Review Services, City of Victorville, CA. Project Manager/Civil Plan Review Technical Expert for 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/digita l commenting. Engineering Plan Review, Military Housing, Ft. Irwin, CA. Project Manager/Lead Civil Plan Reviewer responsible for performing fast-track civil plan review services for new and redeveloped multifamily and townhouse units. Plan review included infrastructure, flood control channel layout, street improvements, grading, and erosion control for over 35 sheets with a one-week turnaround timeframe. Processed a 2,000+ home site in four months. CITY OF PALM DESERT Page | 61 On-Call Support Services for Development Services and Public Works, Project No, 800-22 ROEL SANCHEZ, CISEC I Construction Inspector Education I Certification Caltrans Resident Engineer Academy I License c27 and c53, CET (Certified Horticulture / Greens Keeping) I CPI Certified Paver Hardscape Installer I CISEC, Inc. Sediment and Erosion Control-Certified, #2883 (expires 1/31/21) I AQMD Dust Control certified (PM-10) I Procore Certification: Engineer, LTAP CEU Certificate-Labor Compliance I NHI Course No. FHWA-NHI- 131050A, NHI Course Nos. FHWA-NHI-131110A-K, NHI Course No. FHWA-NHI-131129 A Coachella Valley resident, and graduate of the Caltrans Resident Engineer Academy, Roel brings 35+ years of experience in the construction and landscaping industry, serving as a Construction Manager, Contractor, and Inspector on federally-funded bridge, street and pavement improvement, landscaping, and infrastructure projects for cities throughout Southern California. Over the past two years Roel has inspected numerous slurry seal projects. He has inspected Safe Route to Schools and ATP-funded improvement projects for the City of Coachella as well as various commercial developments for the City of Jurupa Valley. He has overseen the installation of pipelines (non- potable, irrigation up to 24” in mainline, domestic water backflow prevention devices up to 8” for the Cities of Coac hella and Rialto, and the Port of San Diego. He has installed and maintained pump and booster stations for the City of Coachella, Palm Springs Unified School District, and UC – San Diego. Roadway Improvements, City of Coachella, CA. Construction Manager/Inspector for federally-funded Safe Route to Schools and Active Transportation Plan projects, involving crosswalks, signs, curb ramps and other improvements as well as traffic calming features, including unclassified excavation, subgrade, base grade, Portland Cement (PCC) ADA ramps, PCC walkways, decorative PCC medians, Hot Mix Asphalt (HMA), Type II Emulsion Aggregate Slurry (EAS), enhanced Class II and III bike lanes and solar powered pedestrian crossing RRFBs. Use hand-held devices and field inspection apps and checklists to electronically capture data for project documents, daily inspection logs, progress photo logs, etc. to maintain real-time access to project reporting. Helped the City take advantage of “bundled” pricing by coordinating re-pavement efforts through a contractor that was working on another nearby re-pavement project. By piggybacking the re-pavement project with a similar one nearby, the City received a 30% savings in construction costs. They would most likely not have been able to repave the road without that savings. One of the challenges had been keeping the project accounting separate in order to verify that the City received maximum reimbursement of their Federal funding. Worked closely with the local Caltrans agency representative to maintain strict oversight of reimbursements. Also supported the City with public outreach and closely coordinated the construction schedule with the Spring Break schedule at the Coral Mountain Academy on Van Buren. Veteran’s Park and Memorial Fountain, City of Coachella, CA. Lead Designer/Construction Manager for the Veterans Memorial Park Fountain and wall grading that was coordinated with the contractor, Urban Habitat. The “Hero Walk” features a fountain and inscriptions from famous veterans and officials and leads park goers from the granite travertine tiles featuring local veterans’ names over to the Supreme Sacrifice Monument, where those who lost their lives in the line of duty are honored. The fountain was designed by Roel to honor veterans with a five-point star depicting the five branches of service. Multi-Phased Bag Duoma Park, City of Coachella, CA. Infrastructure Inspector for the four-phased park, which included a $6 million regional baseball park; a $1.25 million football field with parking lot and lighting underground utilities; and a $2.75 million soccer field with water feature, playground, parking lot with lights, restrooms, and underground utilities. Ranch Las Flores Park, City of Coachella, CA. Infrastructure Inspector for a $6.5 million park which included a soccer and football field, restrooms, and underground utilities. CITY OF PALM DESERT Page | 62 On-Call Support Services for Development Services and Public Works, Project No, 800-22 PGA West Landmark Golf Course, City of La Quinta, CA. Crew Chief for the Pete Dye Course and Arnold Palmer Course, responsible for turf, irrigation, and lake installation for two high-profile 18-hole championship courses. Dunes Landmark Golf Course, City of La Quinta, CA. Maintenance and irrigation Supervisor for 18-hole golf course. Pueblo Viejo Downtown Renovation, City of Coachella, CA. Contractor for the installation of landscaping, fountains, pavers, and roadway construction associated with phases 1 and 2 of downtown city renovation. Cathedral City Elementary School, Cathedral City, CA. Subcontractor to install the landscaping for the soccer and baseball fields as well as all appurtenant landscaping throughout the school grounds. Cathedral City High School Stadium, Cathedral City, CA. Subcontractor to install the landscaping for the football field and surrounding landscaping. Landscape & Lighting Maintenance Districts, City of Coachella, CA. Provided multi-year maintenance for all the Landscape and Lighting Maintenance Districts, including parks. CITY OF PALM DESERT Page | 63 On-Call Support Services for Development Services and Public Works, Project No, 800-22 ALBERT JIMENEZ, CBO I Chief Building Official Education I Certification Master of Arts, Practices of Ministry I Bachelor of Arts, Biblical Studies I Code Compliance Certification ICC CERTIFICATIONS: Mechanical Inspector (expires 11/14/2021) I Combination Inspector (expires 11/14/2021) I Certified Building Official (expires 11/14/2021) I Combination Inspector - Legacy (expires 11/14/2021) I Electrical Inspector (expires 11/14/2021) I Plumbing Inspector (expires 11/14/2021) I Building Inspector (expires 11/14/2021) I Plumbing Inspector UPC (expires 11/14/2021) I Mechanical Inspector UMC (expires 11/14/2021) I Commercial Combination Inspector (expires 01/29/2023) I FEMA CERTIFICATIONS: ICS 100, 200, 300, 400 I ICS 120, 130, 402, 581, 583 I ICS 701, 702, 704, 800 I CERT Certified I CERT Train-the-Trainer I Cal-EMA/OES: Certified Post-Disaster Evaluator – Safety Assessment Program I Former United States Marine Corps Sergeant/Radio Chief, Master Instructor A long-time Coachella Valley resident, Albert brings 25+ years of supervisory experience of daily Building, Code Enforcement and Emergency Response operations for various municipalities and an Indian Tribe throughout the Coachella Valley. For the past 15 years he has served as Adjunct Professor for Building Inspection Technology at the College of the Desert. His expertise includes creating standardized digitized documents, reporting of building department activity, implementing new technology and applications, customer service, permitting, plan check, field inspection, code interpretation, departmental management, and gathering of data and completing required reports. He has implemented and monitored compliance with the applicable building codes and city ordinances, while providing counsel on appropriate alternate construction means and methods. Chief Building Official, City of Cathedral City, CA. Chief Building Official for five years responsible for supervising the daily operations of the Building Department. Responsible for counter customer service, issuing permits, performing plan checks, performing field inspections, gathering data and completing required reports. Developed training materials and procedures for building inspection and counter staff. Also, served as Code Compliance Supervisor which involved overseeing code inspections, r eporting, and coordinating customer service policies and procedures. Drafted reports for City Manager and City Council relating to proposed and ongoing building projects. Maintained communications with other departments. Chief Building Official, Torres Martinez Desert Cahuilla Indians, CA. Building Official for four years responsible for supervising daily operations. Responsible for plan checks, field inspections, and emergency management. Also provided hands-on field inspection. Building Inspection, City of Palm Desert, CA. Senior Building Inspector for 10 years responsible for inspecting a variety of residential, commercial, and industrial projects (new construction, tenant improvements, remodels, additions). Public Works and Code Enforcement, City of Coachella, CA. Held different positions at the City for nine years supporting the Public Works Department and Building services. For four years served as a Code Enforcement Supervisor responsible for managing the code enforcement operations, including property maintenance enforcement, vehicle abatement, substandard housing investigations, un-permitted construction and the receivership enforcement process. Issued and tracked citations. Prepared reports. Created reporting and tracking forms to identify property locations possibly in violation of City’s ordinance and follow-on activities. Obtained and verified property owner information, confirmed zoning regulations, and handled follow-through enforcement action, where applicable. Tracked progress and actions. CITY OF PALM DESERT Page | 64 On-Call Support Services for Development Services and Public Works, Project No, 800-22 c . Changes to Agreement HR Green Pacific, Inc. has maintained consulting contracts with the City of Palm Desert and is confident we can mutually execute an agreement for these requested services. The sample agreement 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 obligations as well as compliance with state law requirements and insurance coverage , which will benefit both parties. If selected, HR Green would like the opportunity to work with the City to develop the proposed agreement and address very specific issues. 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 comments are noted below: Change “warrants” or “certifies” to “represents” throughout the Agreement. Change “products” to “deliverables” throughout the Agreement. Remove “agents, volunteers and representative” throughout the Agreement. Other Provisions or Requirements. City’s Rights of Enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications, or is canceled and not replaced, City has the right, but not the duty, to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant, or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may terminate this Agreement. Termination of Agreement. 3.6.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request. Any use or reuse of any documentation produced by the Consultant for Services under this Agreement without the Consultant’s written permission shall be at the City’s sole risk and without any liability to the Consultant. 3.6.3.3 Right to Use. City shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant and Consultant’s written consent shall be at City’s sole risk. If City uses or reuses the Documents & Data on any project other than this Project, it shall remove CITY OF PALM DESERT Page | 65 On-Call Support Services for Development Services and Public Works, Project No, 800-22 the Consultant’s seal from the Documents & Data and indemnify and hold harmless Consultant and its officers, directors, agents and employees from claims arising out of the negligent use or re-use of the Documents & Data on such other project. Consultant shall be responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of the Documents & Data at the time they are provided to the City upon completion, suspension, abandonment or termination. Consultant shall not be responsible or liable for any revisions to the Documents & Data made by any party other than Consultant, a party for whom the Consultant is legally responsible or liable, or anyone approved by the Consultant. 3.6.3.5 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 3.6.6.1 Indemnification. To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers, agents, and representatives free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any caused by the negligent acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subconsultants or agents in connection with during the performance of the Consultant’s Services, the project or this Agreement, including without limitation the payment of all expert witness fees, reasonable attorney’s fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the City. Consultant's obligation to indemnify shall survive expiration or termination of this Agreement and shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, volunteers or representatives.